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大金重工跌2.03%,成交额2.30亿元,主力资金净流出1173.05万元
Xin Lang Cai Jing· 2025-12-19 02:07
Core Viewpoint - The stock of Dajin Heavy Industry has experienced significant fluctuations, with a year-to-date increase of 163.38%, but a recent decline of 6.89% over the past five trading days, indicating volatility in investor sentiment and market performance [1]. Group 1: Stock Performance - As of December 19, Dajin Heavy Industry's stock price was 53.53 CNY per share, with a market capitalization of 34.139 billion CNY [1]. - The stock has seen a trading volume of 2.30 billion CNY, with a turnover rate of 0.67% [1]. - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with a net purchase of 267 million CNY on December 3 [1]. Group 2: Financial Performance - For the period from January to September 2025, Dajin Heavy Industry reported a revenue of 4.595 billion CNY, representing a year-on-year growth of 99.25% [2]. - The net profit attributable to shareholders for the same period was 888 million CNY, showing a substantial increase of 214.63% year-on-year [2]. Group 3: Shareholder Information - As of November 28, the number of shareholders for Dajin Heavy Industry was 55,500, a decrease of 17.41% from the previous period [2]. - The average number of circulating shares per shareholder increased by 21.08% to 11,358 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 22.0823 million shares, an increase of 2.6702 million shares from the previous period [3].
泉阳泉涨2.09%,成交额8785.75万元,主力资金净流出328.43万元
Xin Lang Cai Jing· 2025-12-18 05:35
12月18日,泉阳泉盘中上涨2.09%,截至13:12,报7.32元/股,成交8785.75万元,换手率1.70%,总市值 52.35亿元。 资料显示,吉林泉阳泉股份有限公司位于吉林省长春市朝阳区延安大街1399号,成立日期1998年9月29 日,上市日期1998年10月7日,公司主营业务涉及长白山天然矿泉水的生产与销售。主营业务收入构成 为:饮品78.15%,门业产品12.59%,绿化工程5.85%,其他3.10%,设计费0.31%。 机构持仓方面,截止2025年9月30日,泉阳泉十大流通股东中,香港中央结算有限公司退出十大流通股 东之列。 资金流向方面,主力资金净流出328.43万元,特大单买入388.58万元,占比4.42%,卖出444.77万元,占 比5.06%;大单买入1436.97万元,占比16.36%,卖出1709.20万元,占比19.45%。 责任编辑:小浪快报 泉阳泉今年以来股价涨1.53%,近5个交易日涨3.54%,近20日涨0.55%,近60日跌0.14%。 泉阳泉所属申万行业为:食品饮料-饮料乳品-软饮料。所属概念板块包括:小盘、国资改革、东北振 兴、生态园林、土地流转等。 截至9月3 ...
辽控集团:打造赋能东北振兴的“辽宁样本”
Xin Lang Cai Jing· 2025-12-17 12:43
(来源:企观国资) 大连医诺生物的研发生产基地内,各类高附加值营养健康原料持续下线供应全球市场,经辽控基金战略投资赋能后,这家拥有超百项专利的国家级专精特 新"小巨人"企业,正加速推动生物制造技术迭代与产业升级;沈阳富创精密设备股份有限公司的半导体零部件生产线正在满负荷运转,这家经基金赋能完 成超30亿元产业链并购的企业,已成长为细分领域龙头…… 这些跨越城市与产业的场景背后是同一家企业——辽宁控股(集团)有限责任公司(下称辽控集团)。 为深入贯彻落实习近平总书记在辽宁考察时和在深入推进东北振兴座谈会上重要讲话精神,辽宁省委、省政府批准组建了辽控集团。在"十四五"期间,作 为省内唯一的省属国有资本运营公司,辽控集团跳出传统路径,以市场化思维破解老工业基地的转型难题,用"资本赋能产业、运营激活存量"的实践,为 地方国有资本运营探索出一条可复制的"辽宁路径"。 01 定位破局 做国有资本的"专业运营商" 东北振兴的核心命题之一,是如何让沉睡的国有资产"动"起来、让分散的资本"聚"起来。 成立之初,辽控集团便确立了清晰的定位,即不仅做传统意义上的"企业管理者",更要聚焦"基金投资、资产经营、股权管理与运营"三大主业 ...
中国一重:业务重构激活市场价值
Zheng Quan Shi Bao· 2025-12-15 18:19
"十四五"时期,中国一重(601106)锚定制造强国、东北振兴等国家战略部署,以聚焦主业、技术突 破、服务战略、改革攻坚为核心路径,在夯实发展根基的同时,持续向资本市场释放高质量发展信号, 实现战略落地与价值提升的双向奔赴。 通过组织重构与产业布局优化,中国一重在"十四五"时期推动一重材料、核电石化等核心业务板块实 现"研产供销服"一体化运行。公司果断剥离非主业关联业务,将资源集中投向高端装备制造核心领域。 全力打造现代化重型装备生产制造基地,加大重大技术改造投入,持续升级制造能力,以清晰的主业定 位和稳定的业务布局,增强了资本市场对公司的信心。 聚焦关键领域"卡脖子"技术攻关,中国一重成功突破40项核心技术,研制出"玲龙一号"反应堆核心模 块、500MW冲击式水轮机转轮锻件等一批填补国内空白的重大成果,"华龙一号首堆工程"荣获国防科 技进步一等奖。3800mm高架中厚板生产线、GH3230镍基合金压力容器锻件等创新成果,不仅巩固了行 业技术话语权,更将技术优势转化为市场竞争力。 中国一重深度融入东北振兴战略,联合高校共建创新研究院,风电全产业链项目提前并网发电,在绿色 能源领域开拓新增长曲线;严格按期交付国 ...
经济财政实力与债务研究
新世纪评级· 2025-12-12 05:27
Economic Performance - Heilongjiang Province's GDP reached 1.65 trillion yuan in 2024, ranking 25th among all provinces in China, with a year-on-year growth of 3.2%, which is 1.8 percentage points lower than the national average[2] - The province's primary industry added value was 320.3 billion yuan, growing by 2.9%, while the secondary industry saw a decline of 0.2% to 414.7 billion yuan, and the tertiary industry grew by 4.7% to 912.6 billion yuan[2][22] - In the first three quarters of 2025, Heilongjiang's GDP was 1.15 trillion yuan, with a year-on-year growth of 4.8%, still below the national growth rate of 5.2%[2] Fiscal Strength - Heilongjiang's general public budget revenue was 145.2 billion yuan in 2024, a 4.0% increase, ranking 25th among provinces, with a tax ratio of 60.0%, down 1.5 percentage points from the previous year[5][35] - The province's budget self-sufficiency rate was only 22.5% in 2024, indicating a high reliance on upper-level subsidies, which accounted for 45.6% of total fiscal revenue[5][33] - In the first half of 2025, the general public budget revenue was 77.3 billion yuan, a 3.4% increase, with a self-sufficiency rate improving to 27.7%[5][44] Debt Situation - By the end of 2024, Heilongjiang's government debt reached 962.8 billion yuan, an increase of 113.0 billion yuan from the previous year, ranking 24th nationally[8] - The ratio of local government debt to general public budget revenue was 6.63 times, placing it 7th highest in the country, indicating a heavy debt burden relative to fiscal capacity[8] - As of September 2025, the total government debt had risen to 1.063 trillion yuan, maintaining its 24th position among provinces[8] Regional Economic Disparities - Harbin and Daqing are the leading cities, with GDPs of 601.6 billion yuan and 281.6 billion yuan respectively, together accounting for 53.6% of the province's total GDP[3][49] - In 2024, 10 cities experienced economic growth while 3 cities (Qitaihe, Hegang, and Jixi) faced declines, with Qitaihe's GDP dropping by 7.2%[3][50] - The economic structure is increasingly dominated by the tertiary sector, with 8 cities having over 50% of their GDP from services in 2024[3][53]
金杯汽车跌2.07%,成交额6050.44万元,主力资金净流出1158.63万元
Xin Lang Zheng Quan· 2025-12-04 05:41
Group 1 - The core viewpoint of the news is that Jinbei Automotive has experienced a significant decline in stock price and financial performance, indicating potential challenges for the company [1][2]. - As of December 4, Jinbei Automotive's stock price decreased by 2.07% to 4.74 CNY per share, with a total market capitalization of 6.184 billion CNY [1]. - The company has seen a year-to-date stock price drop of 34.17%, with recent declines of 2.27% over the last five trading days and 2.67% over the last twenty days [1]. Group 2 - Jinbei Automotive's main business involves the design, production, and sales of automotive parts, with revenue composition being 87.63% from parts, 7.66% from other services, and 4.71% from trade [1]. - For the period from January to September 2025, Jinbei Automotive reported a revenue of 3.319 billion CNY, a year-on-year decrease of 3.15%, and a net profit attributable to shareholders of 180 million CNY, down 38.17% year-on-year [2]. - As of September 30, 2025, the number of shareholders increased by 7.50% to 59,800, while the average circulating shares per person decreased by 6.98% to 21,816 shares [2].
长白山跌2.05%,成交额3.20亿元,主力资金净流出1375.67万元
Xin Lang Zheng Quan· 2025-12-03 06:07
Core Viewpoint - Changbai Mountain's stock price has shown fluctuations, with a year-to-date increase of 19.61% and a recent decline over the past 20 days, indicating potential volatility in the tourism sector [1][2]. Company Overview - Changbai Mountain Tourism Co., Ltd. was established on December 8, 2010, and listed on August 22, 2014. The company operates in the tourism service industry, focusing on passenger transport, travel agency services, and hot spring water development [1]. - The main revenue sources are: passenger transport (66.82%), hotel services (24.09%), other businesses (6.82%), and travel agency services (2.28%) [1]. Financial Performance - For the period from January to September 2025, Changbai Mountain reported revenue of 636 million yuan, a year-on-year increase of 6.99%, and a net profit attributable to shareholders of 149 million yuan, up 1.05% [2]. - Since its A-share listing, the company has distributed a total of 144 million yuan in dividends, with 42.53 million yuan distributed over the past three years [2]. Stock Market Activity - As of December 3, the stock price was 50.28 yuan per share, with a market capitalization of 13.694 billion yuan. The stock experienced a net outflow of 13.76 million yuan in principal funds on that day [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 5, where it recorded a net buy of -69.6151 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 25.35% to 45,900, with an average of 5,814 circulating shares per person, a decrease of 20.23% [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, with some new entrants and exits among the top ten circulating shareholders [3].
大连重工涨2.10%,成交额1.72亿元,主力资金净流入1539.61万元
Xin Lang Zheng Quan· 2025-12-03 05:13
Core Viewpoint - Dalian Heavy Industry has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities for investors [1][2]. Company Overview - Dalian Heavy Industry, established on February 18, 1993, and listed on January 16, 2008, specializes in the development, research, and sales of large complete sets of equipment and core components in various sectors, including material handling, metallurgy, new energy, and marine equipment [2]. - The company's revenue composition includes: Material Handling Equipment (31.15%), Metallurgy Equipment (26.13%), New Energy Equipment (23.26%), Core Components (13.61%), Engineering General Contracting Projects (3.96%), and Others (1.89%) [2]. - Dalian Heavy Industry operates within the specialized equipment sector, focusing on energy and heavy equipment, and is associated with concepts such as Northeast Revitalization, Solar Energy, and Nuclear Power [2]. Financial Performance - For the period from January to September 2025, Dalian Heavy Industry reported a revenue of 10.979 billion yuan, reflecting a year-on-year growth of 8.11%, and a net profit attributable to shareholders of 490 million yuan, marking a 23.97% increase [2]. - The company has distributed a total of 812 million yuan in dividends since its A-share listing, with 221 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Dalian Heavy Industry was 75,100, a decrease of 2.67% from the previous period, with an average of 25,730 circulating shares per shareholder, an increase of 2.74% [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 48.54 million shares, a decrease of 12.48 million shares from the previous period [3].
长白山涨2.15%,成交额4.71亿元,主力资金净流入1004.30万元
Xin Lang Cai Jing· 2025-12-02 05:42
Company Overview - Changbai Mountain Tourism Co., Ltd. is located in the Changbai Mountain Protection and Development Zone, Jilin Province, and was established on December 8, 2010. The company was listed on August 22, 2014. Its main business involves tourism services, including passenger transport, travel agency services, and hot spring water development and utilization [1][2]. Financial Performance - For the period from January to September 2025, Changbai Mountain achieved operating revenue of 636 million yuan, representing a year-on-year growth of 6.99%. The net profit attributable to the parent company was 149 million yuan, with a year-on-year increase of 1.05% [2]. - Since its A-share listing, Changbai Mountain has distributed a total of 144 million yuan in dividends, with 42.53 million yuan distributed over the past three years [3]. Stock Performance - As of December 2, Changbai Mountain's stock price increased by 2.15%, reaching 51.68 yuan per share, with a trading volume of 471 million yuan and a turnover rate of 3.47%. The total market capitalization is 14.075 billion yuan [1]. - Year-to-date, the stock price has risen by 22.94%, with a 3.09% increase over the last five trading days, a 10.76% decrease over the last 20 days, and an 8.14% increase over the last 60 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Changbai Mountain was 45,900, an increase of 25.35% from the previous period. The average number of circulating shares per person was 5,814, a decrease of 20.23% [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the fourth largest shareholder, holding 2.7464 million shares, an increase of 1.7474 million shares from the previous period. Other notable shareholders include various ETFs focused on tourism and the broader market [3]. Market Position - Changbai Mountain is classified under the Shenyin Wanguo industry category of social services, specifically in tourism and scenic areas, and is associated with concepts such as ride-hailing, revitalization of Northeast China, and state-owned enterprise reform [2].
哈空调跌2.10%,成交额3204.41万元,主力资金净流入116.89万元
Xin Lang Cai Jing· 2025-11-26 06:17
Core Viewpoint - Harbin Air Conditioning Co., Ltd. (哈空调) has experienced a stock price decline of 2.10% on November 26, with a current price of 6.06 CNY per share, despite a year-to-date increase of 36.49% [1][2]. Financial Performance - For the period from January to September 2025, Harbin Air Conditioning reported a revenue of 827 million CNY, representing a year-on-year decrease of 12.19%. The net profit attributable to the parent company was -23.82 million CNY, a significant decline of 1765% compared to the previous year [2]. - The company has cumulatively distributed dividends of 358 million CNY since its A-share listing, with 7.67 million CNY distributed over the last three years [3]. Stock Market Activity - As of November 26, the total market capitalization of Harbin Air Conditioning is 2.323 billion CNY, with a trading volume of 32.04 million CNY and a turnover rate of 1.36% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) six times this year, with the most recent appearance on April 1, where it recorded a net purchase of 45.05 million CNY [1]. Shareholder Information - As of September 30, the number of shareholders for Harbin Air Conditioning is 23,500, a decrease of 17.08% from the previous period. The average circulating shares per person increased by 20.60% to 16,312 shares [2]. Business Overview - Harbin Air Conditioning, established on June 25, 1993, and listed on June 3, 1999, is primarily engaged in the design, manufacturing, and sales of various high, medium, and low-pressure air coolers. The revenue composition includes 73.07% from petrochemical air coolers, 13.05% from other customized products, and 12.25% from power station air coolers [1].