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液冷再次聚焦,26年确定性增长!| 1223 张博划重点
Hu Xiu· 2025-12-23 13:55
| 档势线 | | 大盘趋势线 ▼ 九转 事件 热点回溯 加自选 均线 窗 预测 ◆ | | | 上指数 000001 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 日 (2) ◎ 中 (1) 日 (1) (1 3041 | 3919.98 | +2.62 | +( | | | | | 3937.13 | 上证指数ETF | 0.00% | | | | | | 3920 | 三市成交额(沪深京) | | 1. | | | | | | 硕估成交额 | | 1. | | | | | 3910 | 较上日此时 | | +3 | | | | | | 沪股通额度余额 | | 额 | | | | | | 总市值 | | 64. | | | | | | 流通市值 | | 59. | | | | | 3876 | 最新 | 3919.98 昨收 | 3 | | | | | | 涨跌 | +2.62 开盘 | 3 | | | | | | 涨幅 | +0.07% 最高 | 3 | | | | | 3843 | 振幅 | 0.67% 最低 | 3 | | | | | ...
震裕科技拟发行可转债募资不超18.8亿元
Zhi Tong Cai Jing· 2025-12-23 11:57
Core Viewpoint - The company, Zhenyu Technology, plans to issue convertible bonds to raise a total of up to 1.88 billion yuan, which will be allocated to various projects and working capital [1] Group 1: Fundraising Details - The total amount to be raised from the issuance of convertible bonds is not more than 1.88 billion yuan, including the principal [1] - The net proceeds after deducting issuance costs are intended for investment in specific projects [1] Group 2: Investment Projects - The funds will be used for the expansion of precision structural components for lithium batteries [1] - The first phase of industrialization for humanoid robot precision modules and components will also be funded [1] - The first phase of the expansion project for motor iron cores is included in the investment plan [1] - Additional funds will be allocated to supplement working capital [1]
震裕科技:拟募资不超18.8亿元 用于锂电池精密结构件扩产等项目
Group 1 - The company, Zhenyu Technology, announced on December 23 that it plans to issue convertible bonds to raise no more than 1.88 billion yuan [1] - The funds will be allocated for the expansion of precision structural components for lithium batteries, the industrialization of humanoid robot precision modules and components (Phase I), and the expansion of motor iron core production (Phase I) [1] - Additionally, the raised funds will be used to supplement working capital [1]
震裕科技:拟募资不超18.8亿元,用于锂电池精密结构件扩产项目等
Xin Lang Cai Jing· 2025-12-23 11:52
Core Viewpoint - The company plans to issue convertible bonds to raise up to 1.88 billion yuan for various expansion projects and working capital [1] Group 1 - The total amount to be raised through the issuance of convertible bonds is not to exceed 1.88 billion yuan [1] - The funds will be allocated to the expansion of precision structural components for lithium batteries [1] - The funds will also support the industrialization of precision modules and components for humanoid robots (Phase 1) [1] - Additionally, the funds will be used for the expansion of motor iron core production (Phase 1) [1] - The remaining funds will be utilized to supplement working capital [1]
主力资金丨2股尾盘获重点出击
(原标题:主力资金丨2股尾盘获重点出击) 6个行业获主力资金净流入。 A股三大指数今日(12月23日)集体报收红盘,行业板块涨少跌多,能源金属、电池、玻璃纤维、电子化学品、贵金属板块涨幅居前,旅游酒 店、教育、房地产服务、航天航空、软件开发板块跌幅居前。 从今日主力资金情况来看,沪深两市全天主力资金净流出322.18亿元。6个行业获主力资金净流入,电力设备行业主力资金净流入36.56亿元,居 首;基础化工、建筑材料、银行行业主力资金净流入金额分别为12.78亿元、3.58亿元、1.28亿元。 25个主力资金净流出的行业中,国防军工、电子行业主力资金净流出金额居前,均超50亿元;通信、计算机、汽车行业主力资金净流出金额均超 30亿元;医药生物、非银金融、农林牧渔等行业主力资金净流出金额均超10亿元。 8股获主力资金净流入均超5元 据证券时报·数据宝统计,从个股来看,78股主力资金净流入均超1亿元,8股获主力资金净流入均超5亿元。 2股尾盘主力资金净流入均超1亿元 据数据宝统计,尾盘沪深两市主力资金净流出57.12亿元。今日尾盘电力设备行业主力资金净流入金额超1亿元,建筑材料、建筑装饰行业尾盘主 力资金净流入均超 ...
艰难五连阳,到底是去是留?
Jin Rong Jie· 2025-12-23 11:07
大盘五连阳后是不是要面临调整?手里有票的话该如何安排操作?倘若没票的朋友又该在什么情况下进 场?相关问题咱们来一一作答,还是先看一下今天股指期货多空的持仓数据,虽然沪深300这边多空争 夺依然激烈,但是另外两个以及中信期货都在降低空头仓位,说明已经有部分空头开始认输了,这种情 况下即便明天指数调整,也会促使更多空头平仓,调整幅度不会太大,因此大盘五连阳后确实有回撤需 求,但是鉴于部分空头已经认输离场,调整大概率也是倒车接人的机会,手中有票的朋友可以考虑做做 高抛低吸,没票的在调整至20日线附近可以考虑入场。 除了大盘之外今天很多人也开始关心板块了,毕竟商业航天因为长征十二号甲火箭回收失败的影响出现 大分歧,顺灏和航机甚至直接跌停,不过很多人认为,上次回收失败之后也没耽误商业航天继续上涨, 这次回收失败之后会不会也是如此呢?我觉得概率不高,上次是因为商业航天整体位置偏低,而且后面 还有长征12甲托底,现在商业航天的核心股全在高位,风险自然不可同日而语,所以这里商业航天的调 整时间可能会长一些,但是依然不能说板块行情已经终结,至少要看一次商业航天回流的力度再说。 还有要说的就是今天表现不错的芯片和液冷了,这两个也 ...
年产2.5亿平方米!8.5米超大宽幅锂电池隔膜产线全线贯通
鑫椤锂电· 2025-12-23 09:05
鑫椤会议: 会议主办:鑫椤资讯 会议时间:2026年3月19-20日 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源: 樟树发布 12月20日,江西衡川新能源材料科技有限公司8.5米超大宽幅隔膜高速生产线全线贯通, 可年产2.5亿平 方米锂电池隔膜 。 锂电池隔膜作为锂电池的关键材料之一,是锂电池材料中技术壁垒较高的一种高附加值材料。目前隔膜行 业的主流厂商产线设备宽幅为5~6米,而衡川科技成为业内首家贯通8.5米大宽幅设备的企业,同时可以 做到超高转速。 如想了解更多关于电池行业信息,欢 迎订购《 2025-2029年全球锂电池应用市场运行趋势及竞争策 略研究报告 》,订购电话:18964001371(微信同)。 会议地点:江苏·常州 会议咨询: 13248122922(微信同) 鑫椤报告预售: 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029年全球负极材料市场运行趋势及竞争策略研究报告 2025 ...
开创电气跌1.82%,成交额4974.25万元,近5日主力净流入-1175.39万
Xin Lang Cai Jing· 2025-12-23 08:14
Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing challenges with declining revenue and net profit, while also benefiting from its position in the lithium battery sector and cross-border e-commerce. Group 1: Company Performance - As of December 19, 2025, the company reported a revenue of 490 million yuan, a year-on-year decrease of 12.96%, and a net profit attributable to shareholders of -10.46 million yuan, a year-on-year decrease of 119.10% [7] - The company's stock price decreased by 1.82% on December 23, with a total market capitalization of 5.921 billion yuan [1] - The average trading cost of the stock is 60.03 yuan, with the current price fluctuating between a resistance level of 60.34 yuan and a support level of 53.82 yuan [6] Group 2: Business Segments and Growth Potential - The company has developed 20 new lithium battery products in 2023, which have gained recognition from clients such as Bosch and Harbor Freight Tools, indicating significant growth potential as lithium products currently account for less than 10% of total sales [2] - The company has been recognized as a "specialized and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2] - The overseas revenue proportion reached 91.85%, benefiting from the depreciation of the RMB [3] Group 3: E-commerce and Online Sales - The company began its e-commerce business in 2018 and has established cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, promoting its own brand of power tools through platforms like Amazon [3] - Online sales revenue increased by 58.64% year-on-year in 2024, showcasing the effectiveness of its e-commerce strategy [3] Group 4: Shareholder and Market Dynamics - As of December 19, 2025, the number of shareholders decreased by 4.63%, while the average number of circulating shares per person increased by 4.85% [7] - The main capital inflow was negative at -6.48 million yuan, indicating a reduction in institutional investment over the past three days [5]
粤开市场日报-20251223
Yuekai Securities· 2025-12-23 07:47
Market Overview - The A-share market showed a mixed performance today, with the Shanghai Composite Index rising by 0.07% to close at 3919.98 points, and the Shenzhen Component Index increasing by 0.27% to 13368.99 points. The ChiNext Index rose by 0.41% to 3205.01 points, indicating a generally stable market with 1508 stocks rising and 3852 stocks falling [1][10]. Industry Performance - Among the primary industries, the leading sectors included Power Equipment, Building Materials, Electronics, Nonferrous Metals, and Banking, with respective gains of 1.12%, 0.88%, 0.58%, 0.42%, and 0.37%. Conversely, sectors such as Social Services, Beauty Care, Retail, Defense, and Computers experienced declines, with losses of 2.07%, 1.65%, 1.60%, 1.42%, and 1.05% respectively [1][10]. Concept Sector Performance - The top-performing concept sectors included Lithium Battery Electrolyte, Glass Fiber, Liquid Cooling Servers, Power Batteries, Copper Clad Laminates, Lithium Battery Anodes, Solid-State Batteries, Lithium Batteries, Fluorine Chemicals, Sodium-Ion Batteries, Lithium Mines, Lithium Battery Cathodes, and Lithium Iron Phosphate Batteries. These sectors showed significant upward movement, reflecting strong investor interest [2][12].
ETF今日收评 | 电池相关ETF涨超2% 卫星相关ETF跌超4%
Mei Ri Jing Ji Xin Wen· 2025-12-23 07:23
Market Overview - The market experienced a pullback after a brief rally, with all three major indices turning negative at one point [1] - The lithium battery sector showed strength, while the commercial aerospace concept faced a decline [1] ETF Performance - Lithium-related ETFs saw gains, with the lithium battery ETF rising by 2.49% to a price of 0.822 and an estimated size of 22.63 billion [2] - Other battery ETFs also reported positive performance, with increases ranging from 2.22% to 2.37% [2] Industry Insights - Analysts noted that recent policy support has significantly boosted the battery industry, with ongoing government incentives for electric vehicles, including trade-in programs and infrastructure development [3] - The gradual implementation of "anti-involution" policies is expected to lead to more rational competition within the industry, potentially improving the overall profitability environment [3] Satellite Sector - The satellite-related ETFs experienced declines, with the satellite industry ETF dropping by 4.42% to a price of 1.406 [4] - Analysts suggest that China is at a pivotal moment similar to SpaceX's network development phase from 2018 to 2020, with a shift towards mass production in satellite manufacturing [5] - Companies providing standardized power, communication, and control systems are expected to achieve performance milestones first [5]