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新洁能涨2.02%,成交额1.20亿元,主力资金净流入454.49万元
Xin Lang Cai Jing· 2025-09-26 01:57
Core Viewpoint - New Energy's stock price has shown a positive trend with a year-to-date increase of 7.55%, indicating strong market performance and investor interest [2]. Company Overview - New Energy, established on January 5, 2013, and listed on September 28, 2020, is located in Wuxi, Jiangsu Province. The company specializes in the research, design, and sales of semiconductor chips and power devices, primarily MOSFETs and IGBTs [2]. - The revenue composition of New Energy is as follows: power devices account for 95.96%, chips for 2.56%, ICs for 1.12%, and other sources for 0.36% [2]. - The company operates within the semiconductor industry, specifically in the electronic sector focusing on discrete devices, and is associated with concepts such as drones, gallium nitride, low-altitude economy, specialized and innovative enterprises, and IGBT concepts [2]. Financial Performance - For the first half of 2025, New Energy reported a revenue of 930 million yuan, reflecting a year-on-year growth of 6.44%. The net profit attributable to shareholders was 235 million yuan, marking an 8.03% increase [2]. - Since its A-share listing, New Energy has distributed a total of 325 million yuan in dividends, with 201 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, New Energy had 73,800 shareholders, a decrease of 6.03% from the previous period. The average number of circulating shares per shareholder increased by 6.41% to 5,630 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.61 million shares, an increase of 4.32 million shares from the previous period. The Guolian An Zhongzheng Semiconductor Products and Equipment ETF (007300) is the eighth largest shareholder with 3.52 million shares, up by 0.34 million shares [3].
铂科新材跌2.02%,成交额6226.08万元,主力资金净流入128.94万元
Xin Lang Cai Jing· 2025-09-26 01:57
Company Overview - Shenzhen Placo New Materials Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 17, 2009. The company was listed on December 30, 2019. Its main business involves the research, production, and sales of metal soft magnetic powders, metal soft magnetic powder cores, and inductive components, providing high-performance soft magnetic materials and modular inductors for efficient, stable, energy-saving, and environmentally friendly operation of power electronic devices or systems [1]. Financial Performance - As of June 30, 2025, Placo New Materials achieved operating revenue of 861 million yuan, representing a year-on-year growth of 8.11%. The net profit attributable to the parent company was 191 million yuan, with a year-on-year increase of 3.28% [2]. - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends, with 120 million yuan distributed over the past three years [3]. Stock Performance - On September 26, the stock price of Placo New Materials decreased by 2.02%, trading at 73.63 yuan per share, with a total market capitalization of 21.317 billion yuan. The stock has increased by 37.09% year-to-date, but has seen a decline of 3.69% over the last five trading days and a slight decrease of 0.43% over the last 20 days. However, it has risen by 64.50% over the past 60 days [1]. - The company has a total of 20,800 shareholders as of June 30, 2025, which is an increase of 3.76% from the previous period. The average number of circulating shares per person is 11,075, a decrease of 3.42% [2]. Shareholder Information - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed A (003567) is the third-largest shareholder with 4.6918 million shares, an increase of 300,000 shares from the previous period. Guotou Ruijin New Energy Mixed A (007689) is the tenth-largest shareholder with 2.1752 million shares, a decrease of 64,100 shares [3].
北证A股:聚焦“专精特新”主阵地,政策红利驱动系统性重估,中长期配置价值明确
Soochow Securities· 2025-09-26 01:17
Policy Insights - The Beijing Stock Exchange (BSE) will implement a new code system starting October 9, 2025, enhancing its market recognition and independent status as China's third-largest stock exchange[3] - Since its inception, the BSE has raised a total of 1.47 billion CNY through refinancing, with an average of 24.5 million CNY per project[4] - The BSE has introduced a "small, fast, flexible, and diverse" review mechanism for mergers and acquisitions, with the first major asset restructuring case processed in May 2025[4] Supply Side - As of September 22, 2025, the BSE has 276 listed companies, with 70% classified as specialized, refined, and innovative enterprises[4] - The average net profit of new three-board listed companies increased from 44.61 million CNY in January 2024 to 69.27 million CNY in August 2025, indicating a solid pipeline for quality listings[4] Investment Trends - The average market capitalization of BSE's constituent stocks is approximately 3.3 billion CNY, significantly lower than other A-share segments, leading to a higher turnover rate of 8.05% as of September 22, 2025[5] - Public funds' holdings in the BSE reached 22.4 billion CNY by Q2 2025, a 76% increase from the end of 2024, with active funds growing by 118%[5] Valuation and Recommendations - As of September 23, 2025, the price-to-earnings (PE) ratios for BSE, ChiNext, Sci-Tech Innovation Board, and Main Board are 52, 45, 77, and 14 respectively, indicating room for valuation growth[5] - Investment focus is recommended on high-quality companies across various sectors, including advanced manufacturing and new energy[5] Risk Considerations - Key risks include policy changes, liquidity issues, and potential underperformance in corporate earnings[5]
深圳首家企业通过“绿色通道”登陆新三板
深圳首家企业通过"绿色通道"快速登陆新三板。 近日,深圳星网信通科技股份有限公司(简称"星网信通")正式获得全国中小企业股份转让系统(简 称"新三板")《同意挂牌函》。 记者了解到,星网信通是深圳前海股权交易中心(简称"深圳股交")"专精特新"专板培育的企业,也是 深圳市首家成功通过区域性股权市场"绿色通道"机制登陆新三板的企业。 据深圳股交披露,星网信通实际审核时间仅用时21个交易日,较传统路径效率提升约50%,"相较于正 常申报方式,'绿色通道'机制咨询响应快、材料受理快、问询反馈快,挂牌申报效率显著提升。" 公开信息显示,此次登陆新三板的星网信通是一家智慧融合通信综合解决方案提供商,主要面向金融机 构、党政机关及大型企事业单位客户,在融合指挥、智能客服、企业统一通信和ICT基础设施等领域提 供信息与通信综合解决方案。 那么,通过股交绿通去新三板的流程是怎样的? 据深圳股交介绍,企业在全国股转系统挂牌需经历多个流程:首先提前2周提交书面咨询材料,全国股 转公司审核机构在5个交易日内答复后,企业结合答复修改挂牌申请文件并申报挂牌;申报后2个交易日 内会被受理,随后在5个交易日内进行首轮问询,企业需在10个交 ...
万得凯跌0.36%,成交额2304.64万元,近3日主力净流入-742.38万
Xin Lang Cai Jing· 2025-09-25 07:57
Core Viewpoint - The company, Zhejiang Wande Kai Fluid Equipment Technology Co., Ltd., is experiencing a decline in revenue and net profit, while benefiting from the depreciation of the RMB and being recognized as a "specialized, refined, distinctive, and innovative" enterprise [2][3][7]. Company Overview - Zhejiang Wande Kai is located in Donggang Village, Longxi Town, Yuhuan City, Zhejiang Province, and was established on October 31, 2016, with its listing date on September 19, 2022 [7]. - The company's main business includes the design, development, production, and sales of plumbing equipment, valves, pipe fittings, building metal accessories, smart home products, and energy-saving control systems [3][7]. - The revenue composition is as follows: valves 57.70%, pipe fittings 40.79%, and other products 1.51% [7]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 414 million yuan, a year-on-year decrease of 7.29%, and a net profit attributable to shareholders of 60.28 million yuan, down 16.92% year-on-year [7]. - As of June 30, the number of shareholders was 11,000, an increase of 1.65% from the previous period, with an average of 2,280 circulating shares per person, a decrease of 1.62% [7]. Market Position and Recognition - The company has been included in the national list of "specialized, refined, distinctive, and innovative" small giant enterprises, which is a prestigious title for small and medium-sized enterprises in China [2][3]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 82.39% of total revenue [3]. Trading and Technical Analysis - The stock price of Wande Kai has seen a recent decline, with a trading volume of 23.0464 million yuan and a turnover rate of 3.05%, leading to a total market capitalization of 3.004 billion yuan [1]. - The average trading cost of the stock is 30.83 yuan, with a current support level at 29.57 yuan, indicating potential for a rebound if this support holds [6].
海泰新光涨3.90%,成交额1.10亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-25 07:50
Core Viewpoint - The company, Haitai New Light, is experiencing a positive market response, with a recent stock price increase of 3.90% and a total market capitalization of 6.031 billion yuan, driven by its focus on high-performance endoscopic devices and its recognition as a "specialized, refined, distinctive, and innovative" enterprise [1][2]. Company Overview - Haitai New Light specializes in the research, development, production, and sales of medical endoscopic instruments and optical products, with a revenue composition of 64.86% from medical endoscopes, 21.63% from optical products, 13.09% from maintenance services, and 0.42% from leasing [7]. - The company was established on June 11, 2003, and went public on February 26, 2021 [7]. Financial Performance - For the first half of 2025, Haitai New Light achieved a revenue of 266 million yuan, representing a year-on-year growth of 20.50%, and a net profit attributable to shareholders of 74.448 million yuan, up 5.52% year-on-year [7]. - The company has distributed a total of 277 million yuan in dividends since its A-share listing, with 207 million yuan distributed over the past three years [8]. Market Position and Recognition - Haitai New Light is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong innovation capabilities, high market share, and mastery of key technologies [2]. - The company has a significant overseas revenue contribution, with 69.12% of its revenue coming from international markets, benefiting from the depreciation of the Chinese yuan [3]. Stock Market Activity - On September 25, the stock saw a trading volume of 110 million yuan and a turnover rate of 1.84%, indicating active trading interest [1]. - The average trading cost of the stock is 42.88 yuan, with the current price approaching a resistance level of 50.50 yuan, suggesting potential for upward movement if this level is surpassed [6].
景业智能跌2.00%,成交额2.07亿元,主力资金净流出453.13万元
Xin Lang Zheng Quan· 2025-09-25 06:28
Company Overview - Jingye Intelligent Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on May 20, 2015. The company went public on April 29, 2022. Its main business involves the research, production, and sales of special robots and intelligent equipment [1][2]. Financial Performance - As of June 30, 2025, Jingye Intelligent reported a revenue of 110 million yuan, representing a year-on-year growth of 16.15%. However, the net profit attributable to shareholders decreased by 55.30% to 5.5778 million yuan [2]. - The company has distributed a total of 63.6347 million yuan in dividends since its A-share listing [3]. Stock Performance - On September 25, the stock price of Jingye Intelligent fell by 2.00%, trading at 72.99 yuan per share, with a total market capitalization of 7.459 billion yuan. The stock has increased by 67.19% year-to-date, with a 9.33% rise over the last five trading days, 29.21% over the last 20 days, and 45.06% over the last 60 days [1]. - The stock's trading volume was 207 million yuan, with a turnover rate of 2.74% [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 6,090, a decrease of 2.20% from the previous period. The average number of circulating shares per person increased by 71.78% to 16,779 shares [2]. - Among the top ten circulating shareholders, Huaxia CSI Robot ETF (562500) is the eighth largest, holding 1.1859 million shares as a new shareholder. Huazhong Small Cap Growth Mixed (040007) and Huazhong Technology Power Mixed A (040025) have exited the top ten list [3]. Business Segmentation - The revenue composition of Jingye Intelligent is as follows: nuclear industry intelligent equipment systems account for 57.26%, non-nuclear specialized intelligent equipment systems 25.94%, special robots 8.93%, and others 7.87% [1].
中触媒跌2.01%,成交额3932.19万元,主力资金净流入48.48万元
Xin Lang Zheng Quan· 2025-09-25 06:26
Core Viewpoint - The stock of Zhong Chuang Mei has experienced fluctuations, with a year-to-date increase of 20.14% but recent declines in the short term [2]. Group 1: Stock Performance - As of September 25, Zhong Chuang Mei's stock price was 27.82 CNY per share, with a market capitalization of 4.902 billion CNY [1]. - The stock has seen a decline of 1.56% over the last five trading days, 3.60% over the last twenty days, and 7.11% over the last sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Zhong Chuang Mei reported revenue of 461 million CNY, representing a year-on-year growth of 16.46%, and a net profit attributable to shareholders of 127 million CNY, up 31.52% year-on-year [2]. - The company has distributed a total of 182 million CNY in dividends since its A-share listing, with 141 million CNY distributed over the past three years [3]. Group 3: Company Overview - Zhong Chuang Mei, established on August 8, 2008, is located in Dalian, Liaoning Province, and specializes in the research, production, and sales of specialty molecular sieves and catalytic new materials [2]. - The company's main revenue sources include specialty molecular sieves and catalysts (89.46%), non-molecular sieve catalysts (6.28%), and other technical services (1.14%) [2]. - The company is classified under the basic chemical industry, specifically in the category of other chemical products, and is associated with several concept sectors including small-cap stocks and energy conservation [2].
雷迪克跌2.05%,成交额1.91亿元,主力资金净流出2322.32万元
Xin Lang Cai Jing· 2025-09-25 05:50
今年以来雷迪克已经1次登上龙虎榜,最近一次登上龙虎榜为4月29日。 资料显示,杭州雷迪克节能科技股份有限公司位于浙江省杭州萧山经济技术开发区桥南区块春潮路89 号,成立日期2002年11月20日,上市日期2017年5月16日,公司主营业务涉及研发、生产和销售汽车轴 承。主营业务收入构成为:轴承类产品98.58%,其他1.42%。 9月25日,雷迪克盘中下跌2.05%,截至13:27,报59.80元/股,成交1.91亿元,换手率2.61%,总市值 79.77亿元。 资金流向方面,主力资金净流出2322.32万元,特大单买入1112.96万元,占比5.84%,卖出2542.85万 元,占比13.35%;大单买入4191.68万元,占比22.00%,卖出5084.10万元,占比26.68%。 雷迪克今年以来股价涨162.90%,近5个交易日跌0.17%,近20日涨4.04%,近60日涨8.81%。 分红方面,雷迪克A股上市后累计派现2.31亿元。近三年,累计派现1.08亿元。 机构持仓方面,截止2025年6月30日,雷迪克十大流通股东中,鹏华碳中和主题混合A(016530)位居 第五大流通股东,持股446.28万股 ...
普莱得涨2.03%,成交额6878.36万元,主力资金净流出71.74万元
Xin Lang Cai Jing· 2025-09-25 05:43
Core Viewpoint - The stock of Zhejiang Plade Electric Co., Ltd. has shown significant growth in 2023, with a year-to-date increase of 37.27% and a recent upward trend in trading performance [2]. Group 1: Stock Performance - On September 25, Plade's stock rose by 2.03%, reaching a price of 28.64 CNY per share, with a trading volume of 68.78 million CNY and a turnover rate of 7.62% [1]. - The stock has increased by 4.07% over the last five trading days, 12.18% over the last 20 days, and 13.79% over the last 60 days [2]. Group 2: Company Overview - Zhejiang Plade Electric Co., Ltd. was established on November 1, 2005, and went public on May 30, 2023. The company specializes in the research, design, production, and sales of electric tools [2]. - The main revenue sources for the company are electric tool assemblies (94.85%), electric tool accessories (3.66%), and other supplementary products (1.49%) [2]. - Plade belongs to the machinery equipment sector, specifically in general equipment and other general equipment categories [2]. Group 3: Financial Performance - For the period from January to June 2025, Plade achieved a revenue of 461 million CNY, representing a year-on-year growth of 11.98%. The net profit attributable to shareholders was 45.65 million CNY, with a year-on-year increase of 14.23% [2]. - Since its A-share listing, Plade has distributed a total of 59.27 million CNY in dividends [3]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders for Plade was 8,815, an increase of 9.69% from the previous period, with an average of 3,616 circulating shares per person, up by 16.26% [2]. - Notable institutional shareholders include Noan Multi-Strategy Mixed A, which holds 412,100 shares, and Huaxia CSI 500 Index Enhanced A, which is a new shareholder with 320,400 shares [3].