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中集车辆涨2.67%,成交额3402.32万元,主力资金净流出133.76万元
Xin Lang Cai Jing· 2025-09-29 02:00
截至6月30日,中集车辆股东户数3.55万,较上期减少2.95%;人均流通股40937股,较上期增加3.04%。 2025年1月-6月,中集车辆实现营业收入97.53亿元,同比减少8.85%;归母净利润4.03亿元,同比减少 28.48%。 资料显示,中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号,成立日期1996年8月29日,上市日期2021年7月8日,公司主营业务涉及半挂 车、专用车上装、冷藏厢式车厢体等生产。主营业务收入构成为:全球半挂车80.61%,上装、底盘及 牵引车17.14%,其他(补充)2.25%。 中集车辆所属申万行业为:汽车-商用车-商用载货车。所属概念板块包括:整车、融资融券、新能源 车、冷链物流、无人驾驶等。 资金流向方面,主力资金净流出133.76万元,大单买入141.10万元,占比4.15%,卖出274.86万元,占比 8.08%。 中集车辆今年以来股价涨5.36%,近5个交易日涨4.05%,近20日涨0.87%,近60日涨11.46%。 来源:新浪证券-红岸工作室 9月29日,中集车辆盘中上涨2.67%,截至09 ...
300多家冷链食品龙头企业入驻,武汉玉湖冷链开业首日交易量3000吨!
Chang Jiang Ri Bao· 2025-09-28 01:28
9月27日,玉湖冷链(武汉)交易中心在黄陂区正式开园。当天,美好、湾仔码头、双汇、亚洲渔港等300余家国内外冷链食品龙头企 业入驻园区,采购商、批发商、加工厂商和餐饮供应链服务商也纷至沓来,超百家商户成功实现采销对接,首日交易量达3000吨。 据了解,该项目总投资30亿元,是玉湖冷链在华中地区布局的规模最大、标准最高、功能最全的国际化冷链食品集中交易基地,这里 将建成国内外冻品源头代采、报关报检、园内交割、销端直达的一站式现代化冷链市场枢纽。 在店铺里忙着接待顾客的恒峰水产有限公司负责人徐德平笑着说,自己在玉湖冷链租用了容量300吨的冷库,计划开展线上平台同步 销售。"我是武汉本地人,之前在白沙洲做水产生意,销售的水产品八成是国产,两成则来自进口。" 武汉鲜美达供应链有限公司董事长邵玄武的店铺内同样人声鼎沸。去年6月,他参观完玉湖冷链广州园区回到武汉后,主动找到玉湖 冷链(武汉)交易中心的招商团队,预订了店铺和冷库,开仓后第一时间入驻园区。 "这里不是传统市场,而是能连接全国客商的高起点平台,每月有订货会、每周都有直播,我要搭'这条船'把产品推向全国。"徐德平 充满信心。 玉湖冷链(武汉)交易中心俯瞰图 EX ...
中集车辆涨1.12%,成交额1.55亿元,今日主力净流入998.08万
Xin Lang Cai Jing· 2025-09-26 08:06
来源:新浪证券-红岸工作室 9月26日,中集车辆涨1.12%,成交额1.55亿元,换手率1.18%,总市值168.67亿元。 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业,是全球销量排名第一的半挂车生产企业 ,亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复:氢能源方面,本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业, 在全球主要民用领域的主要市场,包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务,主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业,在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于1 ...
英华特跌1.82%,成交额9515.80万元,今日主力净流入-411.58万
Xin Lang Cai Jing· 2025-09-26 08:04
Core Viewpoint - The company Yinghuate has experienced a decline in stock price and revenue, while focusing on the development and production of energy-efficient and reliable scroll compressors for various applications, including heat pumps and refrigeration systems [1][8]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was established on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: commercial air conditioning applications (36.22%), refrigeration and freezing applications (32.09%), heat pump applications (28.75%), and electric vehicle applications (2.77%) [7]. Market Position and Recognition - Yinghuate has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. - The company aims to localize the production of scroll compressors and has seen an increase in orders from Russia and India due to geopolitical factors, with these two countries being among the top five export markets [3]. Financial Performance - As of the first half of 2025, Yinghuate reported a revenue of 243 million yuan, a year-on-year decrease of 7.54%, and a net profit of 9.37 million yuan, down 69.33% compared to the previous year [8]. - The company has distributed a total of 64.74 million yuan in dividends since its A-share listing [9]. Stock Performance - On September 26, Yinghuate's stock price fell by 1.82%, with a trading volume of 95.16 million yuan and a market capitalization of 2.905 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 4.12 million yuan on the day of analysis [4][5].
福田汽车涨2.21%,成交额1.25亿元,主力资金净流入873.97万元
Xin Lang Cai Jing· 2025-09-26 02:28
Group 1 - The core viewpoint of the news is that Foton Motor has shown fluctuations in stock performance, with a recent increase of 2.21% and a total market capitalization of 21.93 billion yuan [1] - As of June 30, 2025, Foton Motor reported a revenue of 30.37 billion yuan, representing a year-on-year growth of 26.71%, and a net profit attributable to shareholders of 777 million yuan, which is an increase of 87.57% compared to the previous year [2] - The company has a diverse revenue structure, with light trucks contributing 52.40%, medium and heavy trucks 10.08%, light buses 9.75%, engines 8.84%, and other segments making up the remainder [1] Group 2 - Foton Motor has not distributed any dividends in the last three years, with a total payout of 2.44 billion yuan since its A-share listing [3] - The number of shareholders decreased by 18.00% to 123,200, while the average number of circulating shares per person increased by 21.95% to 52,686 shares [2] - Institutional holdings have changed, with Hong Kong Central Clearing Limited becoming the third-largest circulating shareholder, increasing its holdings by 11 million shares [3]
东风股份涨2.09%,成交额1.41亿元,主力资金净流入1886.63万元
Xin Lang Cai Jing· 2025-09-26 02:01
Core Viewpoint - Dongfeng Motor Corporation's stock has shown positive performance with a 6.18% increase year-to-date and a 2.09% rise on September 26, 2023, indicating strong market interest and potential growth opportunities [1]. Financial Performance - For the first half of 2025, Dongfeng Motor reported a revenue of 5.031 billion yuan, a year-on-year decrease of 13.22%, while the net profit attributable to shareholders was 97.206 million yuan, reflecting a significant increase of 48.66% [2]. - Cumulative cash dividends since the A-share listing amount to 3.468 billion yuan, with 156 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.75% to 131,400, while the average number of circulating shares per person increased by 9.59% to 15,219 shares [2]. - Notable changes in institutional holdings include an increase in shares held by Southern CSI 1000 ETF and a decrease by Hong Kong Central Clearing Limited [3]. Market Activity - On September 26, 2023, Dongfeng's stock price reached 7.82 yuan per share, with a trading volume of 141 million yuan and a turnover rate of 0.91%, indicating active trading [1]. - The stock has experienced a 6.54% increase over the last five trading days and a 9.45% increase over the last 60 days, showcasing a positive trend in investor sentiment [1]. Business Overview - Dongfeng Motor Corporation, established on July 21, 1999, is primarily engaged in the design, manufacturing, and sales of light commercial vehicles and engines, with 90.30% of its revenue coming from complete vehicles [1]. - The company operates within the automotive industry, specifically in the commercial vehicle sector, and is involved in various concept sectors including central enterprise reform and cold chain logistics [1].
新股消息 | 红星冷链港股IPO及境内未上市股份“全流通”获中国证监会备案
智通财经网· 2025-09-25 11:17
智通财经APP获悉,9月25日,中国证监会国际合作司发布《关于红星冷链(湖南)股份有限公司境外发行上市及境内未上市股份"全流通"备案通知书》,公司 拟发行不超过2675.2万股境外上市普通股并在香港联合交易所上市。公司10名股东拟将所持合计1,303,464股境内未上市股份转为境外上市股份,并在香港联 合交易所上市流通。 据招股书,红星冷链是冷冻食品交易和冷冻仓储服务综合服务平台,总部位于湖南省长沙市。自2006年成立以来,公司已开发出一种综合业务模式,即将专 业的冷冻食品交易平台与先进的冷冻仓储设施相结合,使公司能够在冷冻食品供应链内提供综合的解决方案,通过高效的交易及物流服务,将生产商、批发 商及零售商连接在一起。 根据灼识咨询报告,2024年,公司的冷冻食品交易服务实现约人民币400亿元的交易总值,在中国中部地区所有冷冻食品交易服务提供商中排名第二,在湖 南省排名第一。此外,根据同一资料来源,按2024年收入计,公司是中国中部地区和湖南省最大的冷冻仓储服务提供商。 附件:"全流通"股东名称及转换数量 | 序号 | | 股东名称 | 申请全流通股数(股) | | | --- | --- | --- | - ...
中集车辆跌0.22%,成交额9788.28万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-25 07:53
来源:新浪证券-红岸工作室 9月25日,中集车辆跌0.22%,成交额9788.28万元,换手率0.75%,总市值166.80亿元。 资金分析 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业,是全球销量排名第一的半挂车生产企业 ,亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复:氢能源方面,本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业, 在全球主要民用领域的主要市场,包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务,主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业,在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司 ...
得利斯跌2.03%,成交额7371.05万元,主力资金净流出1154.51万元
Xin Lang Cai Jing· 2025-09-25 06:28
Company Overview - Deli Foods Co., Ltd. is located in Zhucheng, Shandong Province, established on June 20, 2003, and listed on January 6, 2010. The company primarily engages in pig slaughtering, production and sales of chilled and frozen meat, and low-temperature meat products [1][2]. Financial Performance - As of January to June 2025, Deli Foods achieved operating revenue of 1.616 billion yuan, representing a year-on-year growth of 17.04%. However, the net profit attributable to shareholders decreased by 27.24% to 10.303 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 102 million yuan, with 6.3538 million yuan distributed over the past three years [3]. Stock Performance - On September 25, Deli Foods' stock price fell by 2.03%, trading at 4.82 yuan per share, with a total market capitalization of 3.062 billion yuan. The stock has increased by 10.30% year-to-date but has seen a decline of 6.23% over the last five trading days [1]. - The number of shareholders as of September 20 is 41,200, an increase of 10.76% from the previous period, while the average circulating shares per person decreased by 9.71% to 15,401 shares [2]. Business Segmentation - The main revenue sources for Deli Foods include chilled and frozen meat (41.41%), beef trading (17.27%), beef products (15.03%), low-temperature meat products (9.84%), and frozen prepared products (8.84%) [1]. Shareholding Structure - As of June 30, 2025, among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund holds 2.5 million shares, an increase of 164,700 shares compared to the previous period [3].
万纬重庆临空冷链园区获评“五星级冷链物流企业”
Sou Hu Cai Jing· 2025-09-25 05:51
近日,万纬重庆临空冷链园区(重庆万重渝空仓储有限公司)凭借高标准的硬件条件、专业的运营服务能 力及智慧化管理,获评"五星级冷链物流企业"称号。 星级冷链物流企业评选由中国物流与采购联合会组织开展,依据《物流企业冷链服务要求与能力评估指 标》(GB/T 31086-2014)国家标准和中国物流与采购联合会冷链物流企业星级评估的相关制度办法,按 照企业自检、申请、审核、现场评估、审定和公示等规范的评估流程,从企业的设施设备、信息化和管 理与服务三个方面,按照公平、公开、公正的原则开展星级评估。 此次获评"五星级冷链物流企业"的万纬重庆临空冷链园区,位于临空经济片区,是重庆空港型国家物流 枢纽的核心项目之一。园区距离重庆江北国际机场10km(约18分钟车程),直达全球航空物流网络,距离 渝新欧铁路与寸滩保税港17km(约20分钟车程),串联 6300公里的长江黄金水道。便利的地理位置,织 就一张"水陆空"三位一体的全球冷链运输网络。 园区专注于多温区、高标准的冷链服务,提供-18℃至常温的多温层仓储基础设施,满足客户冷冻、冷 藏、恒温、常温等仓储需求;为茶餐饮、商超零售等行业客户提供精细化库存管理、高效订单处理、货 ...