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安集科技(688019)每日收评(06-24)
He Xun Cai Jing· 2025-06-24 09:24
安集科技688019 时间: 2025年6月24日星期二 56.20分综合得分 较强 趋势方向 主力成本分析 143.50 元 当日主力成本 元 5日主力成本 137.00 元 20日主力成本 133.76 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 138.83 0次 次 北向资金数据 持股量609.26万股 占流通比4.71% 昨日净买入-0.29万股 昨日增仓比-0.002% 5日增仓比-0.284% 20日增仓比-0.571% 跌停 0 技术面分析 138.75 短期压力位 133.81 短期支撑位 142.27 中期压力位 130.76 中期支撑位 股价突破短期压力位,短线有望走强; 股价突破中期压力位,中线有望走强 K线形态 ★红三兵★ 每日收盘价上移,表示可能见底回升 资金流数据 2025年06月24日的资金流向数据方面 主力资金净流入3995.97万元 占总成交额10% 超大单净流入1434.36万元 大单净流入2561.60万元 散户资金净流入93.02万 关联行业/概念板块 电子化学品 0.96%、光刻机(胶) 2.37%、新材料 2.26%、LED 1.92%等 (以上内容为 ...
中国科学院百项重大科技成果入桂转化活动在南宁举行
Huan Qiu Wang Zi Xun· 2025-06-24 09:19
中新网南宁6月24日电(记者 杨陈)中国科学院百项重大科技成果入桂转化活动24日在广西南宁举行,21 个重点项目现场集中签约,将为广西产业的高质量发展注入更多创新活力。 图为活动现场。广西科技厅 供图 本次活动由广西壮族自治区科学技术厅、中国科学院广州分院联合主办,以"中科入桂,创启未来"为主 题。活动围绕广西在人工智能、高端装备制造、先进新材料等关键领域的迫切需求,以及中国科学院精 心筛选推荐的重大科技成果,组织中国科学院及院属研究所与广西高等院校、科研院所和企业共同开展 重大科技成果的发布、对接、签约和展示活动,进一步深化中国科学院与广西的科技创新合作。 为了让参会者更直观地感受前沿科技的魅力,中国科学院精选了65项前沿科技成果在活动现场实体展 示,同时通过线上平台同步发布240项成果。这些成果彰显了科技在支撑产业升级过程中所释放出的强 劲动能,为广西相关产业的发展提供了全新的思路与技术支撑。 来源:中国新闻网 图为签约仪式。广西科技厅 供图 在活动的供需发布环节,4家广西企业与4家中国科学院研究所依次登台,分别在人工智能、生物制造、 新材料及海洋医药等各自擅长的领域进行重大科技成果供需发布。各方深入剖析 ...
金固股份(002488) - 002488金固股份调研活动信息20250624
2025-06-24 09:16
| | 产品设计。公司也将运用自身在制造业产业化、行业整合 | | --- | --- | | | 上的经验与优势,在相关行业中积极进行新材料的应用与 | | | 拓展,未来公司将会继续加大资源投入,深化新材料在多 | | | 领域的应用,以技术创新驱动长期价值增长。 | | | 此外,公司通过引入专业人才组建专项团队,为机器 | | | 人等相关新兴领域发展储备技术力量。 | | | Q3:公司阿凡达产线海外扩产规划? | | | A:为了更好地服务客户、提供更优质的产品与服务, | | | 公司将根据市场需求及在手订单情况,围绕核心客户不断 | | | 完善产能布局,弥补产能缺口,满足日益增长的订单需求。 | | | 在国内市占率稳步提升的同时,公司也将积极开拓海外市 | | | 场,通过建设海外生产基地,为海外主机厂客户提供更具 | | | 有竞争力的产品与服务。 | | 关于本次活动是否涉 | 关于本次活动不涉及应披露重大信息。 | | 及应披露重大信息的 | | | 说明 | | | 活动过程中所使用的 | 无 | | 演示文稿、提供的文 | | | 档等附件(如有,可 | | | 作为附件) | ...
凯立新材(688269)每日收评(06-24)
He Xun Cai Jing· 2025-06-24 08:44
凯立新材688269 时间: 2025年6月24日星期二 当日主力成本 55.76分综合得分 较强 趋势方向 主力成本分析 33.38 元 33.06 元 5日主力成本 32.72 元 20日主力成本 30.44 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 技术面分析 33.53 短期压力位 32.67 短期支撑位 30.89 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 35.18 中期压力位 2025年06月24日的资金流向数据方面 | 主力资金净流出398.47万元 | | --- | | 占总成交额-8% | | 超大单净流出100.30万元 | | 大单净流出298.17万元 | | 散户资金净流出163.03万 | 关联行业/概念板块 化学制品 2.48%、新材料 2.26%、节能环保 1.84%、央国企改革 1.32%等 财务数据 最近的财报数据显示,该股于2025年06月24日 | 每股收益0.17元 | 营业利润0.23亿元 | | --- | --- | | 市盈率- ...
【大佬持仓跟踪】军工+无人机+大飞机,产品广泛用于军用雷达、精确制导等领域,已有产品配套无人机,这家公司纤维产品用于飞机发动机
财联社· 2025-06-24 04:25
Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the focus on uncovering investment value from significant events, analyzing industry chain companies, and interpreting key policy points [1] - The company has developed products widely used in military radar and precision guidance, with existing products supporting drones and fiber products utilized in aircraft engines [1] Group 2 - The company is involved in national special scientific research tasks and has established a presence in aerospace special high-performance new materials [1]
襄城县先进制造业开发区:抢占新材料发展新赛道
Zhong Guo Hua Gong Bao· 2025-06-23 15:13
Core Insights - The establishment of the advanced manufacturing development zone in Xiangcheng County, focusing on "cutting-edge new materials," marks a significant step in seizing opportunities in the new materials industry and building a modern industrial system [1] Group 1: Development Plans and Goals - In 2017, the Henan provincial government initiated plans to develop the silicon-carbon advanced materials industry cluster in Xiangcheng County, aiming for a trillion-level industry cluster by 2023 [2] - The development plan for the trillion-level silicon-carbon new materials industrial park has been high-standard compiled and approved by experts, indicating a structured approach to industrial growth [2] - The development zone aims to achieve an annual revenue of 36.22 billion yuan by 2024 [3] Group 2: Industry Strengths and Resources - Xiangcheng County has abundant coal resources, with reserves reaching 2.05 billion tons, supporting the development of a coal chemical industry [4] - The industrial chain is becoming increasingly complete, with major projects in hydrogen production, methanol, and other chemical products, leading to the emergence of high-purity silicon and carbon material industries [4] - The area has gathered 198 enterprises, including 81 above-scale industrial companies, forming a robust industrial ecosystem [4] Group 3: Strategic Actions - The county plans to implement three major actions: chain enhancement to attract leading global new materials companies, green manufacturing initiatives to create a "zero-carbon industrial park," and regional collaboration to build a new materials supply chain hub in Central China [5] - The focus will be on high-end new materials, including silicon-based, carbon-based, and renewable energy materials, with a goal to achieve a trillion-level characteristic silicon-carbon new materials industrial park [5] - By 2030, the advanced manufacturing development zone aims to reach a production scale of one trillion yuan and achieve international advanced levels in coal-based chemical new materials [5]
100页PPT详解2024新材料产业投资机遇与趋势
材料汇· 2025-06-23 13:19
点击 最 下方 关注《材料汇》 , 点击"❤"和" "并分享 添加 小编微信 ,寻 志同道合 的你 正文 | -、中国新材料产业发展现状 2 | | --- | | -、中国新材料产业股权投资情况 35 | | :、中国新材料产业退出收益分析 44 | | 9、中国新材料产业热门投资领域 52 | | E、中国新材料产业典型投资机构 78 | | 、中国新材料产业发展及投资趋势 ... 90 | 新材料行业的定义及分类 我国政策中的新材料产业分类 新材料分类 《新材料产业"十二五"发展规划》 《新材料产业发展指南》 按应用领域 · 先进基础材料 · 特种金属功能材料 · 高端金属结构材料 · 关键战略材料 · 前沿新树树 · 先进高分子材料 · 新型无机非金属材料 · 高性能复合材料 · 前沿新材料 全球新材料产业现状 全球新材料产业规模持续增长,各国的产业发展阶段和产业分工特点差异明显 | 全球新材料产业理规非达4万亿美元 | PE | ■ 全球各地在新时杯领域的产业分工和特点差异明显 | 11 12 | ■ 是国新材料产业:巨头社立,从研发受生产应用全面组免 | 1.1 11 11 | · NUMALEM ...
2025夏季达沃斯论坛将开启,今年有哪些新特点?
Xin Hua Wang· 2025-06-23 11:40
新华社北京6月23日电 题:2025夏季达沃斯论坛将开启,今年有哪些新特点? 新华社记者王雨萧、叶昊鸣、杨文 世界经济论坛第十六届新领军者年会(又称"夏季达沃斯论坛")将于6月24日至26日在天津举行。作为 洞察全球经济脉动和产业变革浪潮的重要窗口,本届夏季达沃斯论坛有哪些新特点? 人数创新高,活动更丰富 本届夏季达沃斯论坛的主题为"新时代企业家精神",将向国际社会展示中国经济高质量发展成效,展现 中国坚持高水平对外开放的积极姿态,与世界共享中国发展的机遇和红利。 在国家会展中心(天津),太阳能电池板正源源不断为场地提供电能。 "场馆中用到的沙发等家具,是2023年使用过的循环材料,一些涂料则源自渔网等再生资源。"世界经济 论坛全球会议运营总监塞维林告诉记者。 记者了解到,本届夏季达沃斯论坛含"绿"量更足。国家会展中心(天津)应用光伏发电、海绵城市等技 术,利用可再生资源代替部分常规能源,减少建筑碳排放,更好达到节能、节水、节材等效果。活动期 间,还将有来自一汽奥迪等品牌的数百辆新能源汽车,助力嘉宾绿色低碳出行。 充分搭建合作交流平台 "目前已有来自全球的约1800名嘉宾注册参会,人数为近年之最,充分彰显年会 ...
康达新材频繁“收购+融资”仍连亏 两次将高价买来的重要资产“低价”卖给控股股东
Xin Lang Zheng Quan· 2025-06-23 10:29
Core Viewpoint - Kangda New Materials has been engaging in frequent capital operations and acquisitions, but it has faced continuous losses in 2023 and 2024, raising concerns about its financial health and the effectiveness of its high-premium acquisitions [1][3][12] Group 1: Recent Acquisitions and Financing - On June 20, Kangda New Materials announced the acquisition of a 51% stake in Zhongke Huami, continuing its recent trend of capital operations [1] - The company plans to raise no more than 585 million yuan through a private placement to fund project construction and supplement working capital [1][11] - Kangda has made several high-value acquisitions, including a total expenditure of 457.4 million yuan for a 100% stake in Biko Technology, which it recently sold 51% of for 188.48 million yuan, resulting in a significant loss [2][17] Group 2: Financial Performance and Challenges - Kangda New Materials reported revenues of 2.793 billion yuan in 2023 and 3.101 billion yuan in 2024, with net profits of 30 million yuan and a loss of 246 million yuan respectively [12] - The company has faced continuous losses due to factors such as significant goodwill impairment, reduced revenue from electronic information materials, and increased depreciation and financing costs [12] - The goodwill impairment losses for Biko Technology were 19 million yuan in 2023 and 118 million yuan in 2024, indicating ongoing financial strain [4][12] Group 3: Asset Sales to Controlling Shareholders - Kangda has sold key assets at a loss to its controlling shareholder, Tangshan Gongkong, including the sale of a 66.9996% stake in Caijing Optoelectronics for 405.88 million yuan, despite having acquired it for 409.7 million yuan [1][13] - The sale of Biko Technology's 51% stake was also at a loss, raising questions about the fairness of these transactions [2][18] - The company claims these transactions are part of a strategy to optimize resource allocation and improve operational efficiency [18]
八亿时空(688181)每日收评(06-23)
He Xun Cai Jing· 2025-06-23 08:58
Core Viewpoint - The stock of 8Yuan Shikong (688181) shows strong potential for short-term gains as it has recently broken through short-term resistance levels, although the mid-term trend remains uncertain, awaiting direction from major capital flows [1][2]. Group 1: Price and Cost Analysis - The current main cost for the stock is 29.43 Yuan, with a 5-day main cost of 28.93 Yuan, a 20-day main cost of 29.24 Yuan, and a 60-day main cost of 28.21 Yuan [1]. - The stock has experienced one instance of hitting the upper limit and one instance of hitting the lower limit in the past year [1]. Group 2: Technical Analysis - The short-term pressure level is at 29.28 Yuan, while the short-term support level is at 28.22 Yuan [2]. - The stock is exhibiting a "Bullish Cannon" pattern, indicating potential for upward movement at the bottom, continuation in the middle, and a composite peak signal at the top [2]. Group 3: Capital Flow Data - On June 23, 2025, the net inflow of major capital was 635.43 million Yuan, accounting for 8% of the total transaction volume [2][3]. - The net inflow from large orders was 292.35 million Yuan, while the net inflow from retail investors was 86.66 million Yuan [2][3]. Group 4: Financial Data - The latest financial report indicates earnings per share of 0.18 Yuan and an operating profit of 0.30 billion Yuan [4]. - The net profit reported is approximately 23.04 million Yuan, with a sales gross margin of 42.626% [4]. - The stock is associated with sectors such as optical optoelectronics (2.21%), lithography machines (2.60%), new materials (1.74%), and LED (1.94%) [4].