液冷概念

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弘信电子跌2.02%,成交额3.56亿元,主力资金净流出4037.38万元
Xin Lang Cai Jing· 2025-09-03 03:42
弘信电子今年以来股价涨45.72%,近5个交易日跌5.36%,近20日涨9.34%,近60日涨26.56%。 今年以来弘信电子已经1次登上龙虎榜,最近一次登上龙虎榜为2月17日。 资料显示,厦门弘信电子科技集团股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔海路19号之 2,成立日期2003年9月8日,上市日期2017年5月23日,公司主营业务涉及柔性印制电路板(FPC)、软硬 结合板及背光模组的研发、生产和销售。主营业务收入构成为:印制电路板48.49%,算力及相关业务 42.41%,背光模组8.01%,其他1.09%。 9月3日,弘信电子盘中下跌2.02%,截至10:34,报33.02元/股,成交3.56亿元,换手率2.27%,总市值 159.34亿元。 资金流向方面,主力资金净流出4037.38万元,特大单买入1248.16万元,占比3.51%,卖出2322.54万 元,占比6.53%;大单买入8577.33万元,占比24.13%,卖出1.15亿元,占比32.46%。 截至6月30日,弘信电子股东户数7.26万,较上期减少13.85%;人均流通股6292股,较上期增加 16.07%。2025年1月- ...
鼎通科技涨2.23%,成交额2.47亿元,主力资金净流出1632.91万元
Xin Lang Cai Jing· 2025-09-03 02:42
资料显示,东莞市鼎通精密科技股份有限公司位于广东省东莞市东城街道周屋社区银珠路七号,成立日 期2003年6月11日,上市日期2020年12月21日,公司主营业务涉及研发、生产、销售通讯连接器精密组 件和汽车连接器精密组件的高新技术企业。主营业务收入构成为:通讯连接器壳体CAGE41.36%,汽车 连接器组件25.82%,通讯连接器精密结构件16.53%,其他业务9.19%,精密模具5.46%,模具零件 1.65%。 鼎通科技所属申万行业为:通信-通信设备-通信网络设备及器件。所属概念板块包括:5G、新能源车、 IDC概念(数据中心)、高速连接器、液冷概念等。 截至6月30日,鼎通科技股东户数9690.00,较上期减少9.24%;人均流通股14365股,较上期增加 10.56%。2025年1月-6月,鼎通科技实现营业收入7.85亿元,同比增长73.51%;归母净利润1.15亿元,同 比增长134.06%。 分红方面,鼎通科技A股上市后累计派现3.10亿元。近三年,累计派现2.16亿元。 机构持仓方面,截止2025年6月30日,鼎通科技十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股494.66万股 ...
沪指跌0.45%,创指跌2.85%:银行股逆市上涨
Sou Hu Cai Jing· 2025-09-02 08:11
从盘面上看,银行股逆市上涨,渝农商行(601077)、沪农商行(601825)、齐鲁银行(601665)、招商银行 (600036)等涨超3%,苏州银行(002966)、青岛银行(002948)、中信银行(601998)等涨超2%。 公用事业逆市上攻,京运通(601908)、胜利股份(000407)、华光环能(600475)、上海电力(600021)、兆新 股份(002256)等涨停,珈伟新能(300317)、露笑科技(002617)等涨超5%。 A股三大股指9月2日开盘涨跌互现。早盘两市震荡下挫,午前券商急涨带动两市跌幅略有收窄。午后科 技股回暖一度带动跌幅收窄,但尾盘跌幅再度扩大。 从盘面上看,AI硬件方向大幅回调,CPO、PCB、液冷概念股跌停数量显著增加,军工、稳定币、华为 概念同步走弱;机器人产业链午后强势反弹,银行、黄金、石油板块逆势活跃。 至收盘,上证综指跌0.45%,报3858.13点;科创50指数跌2.13%,报1328.28点;深证成指跌2.14%,报 12553.84点;创业板指跌2.85%,报2872.22点。 Wind统计显示,两市及北交所共1257只股票上涨,4055只股票下跌,平 ...
社保基金最新持仓超5000亿元!32股二季度末以来涨超50%
Sou Hu Cai Jing· 2025-09-01 09:52
Group 1 - As of August 30, 2025, a total of 582 A-share companies are included in the top ten heavy positions of the social security fund, with a total holding market value of 502.91 billion yuan [1] - The social security fund has new positions in 158 stocks, increased positions in 171 stocks, decreased positions in 126 stocks, and maintained positions in 127 stocks [1] - The sectors with significant holdings include chemical products, semiconductors, chemical pharmaceuticals, automotive parts, general equipment, specialized equipment, and medical devices, each with more than 15 stocks [1] Group 2 - Among the 582 companies, 104 stocks have holdings exceeding 500 million yuan, and 37 stocks have holdings exceeding 1 billion yuan, accounting for 76.47% of the total holding market value [3] - Agricultural Bank is the largest heavy position stock of the social security fund, with a holding market value exceeding 138.3 billion yuan and a year-to-date increase of approximately 37% [7] - The average increase of the 582 A-share companies this year is 27.62%, with 32 stocks increasing over 50% since the end of June [8] Group 3 - The top five stocks by holding market value all exceed 10 billion yuan, with four of them maintaining their holding market value [6] - The average holding ratio of the 582 A-share companies is approximately 1.8%, with 28 stocks having a holding ratio exceeding 5%, accounting for 51.83% of the total holding market value [14] - The stocks with the highest holding ratios include China Life Insurance, Founder Securities, and Bank of Communications, each exceeding 10% [16]
中鼎股份跌2.02%,成交额4.65亿元,主力资金净流出4031.91万元
Xin Lang Zheng Quan· 2025-09-01 02:16
Group 1 - The core viewpoint of the news is that Zhongding Co., Ltd. has experienced significant stock price fluctuations and trading activity, with a year-to-date increase of 75.33% in stock price and notable trading volumes [1] - As of September 1, Zhongding's stock price was reported at 22.74 yuan per share, with a total market capitalization of 29.937 billion yuan [1] - The company has seen a net outflow of 40.3191 million yuan in principal funds, with large orders showing a buy of 90.9949 million yuan and a sell of 109 million yuan [1] Group 2 - Zhongding Co., Ltd. specializes in the research, production, and sales of sealing components and special rubber products across various industries, including automotive and aerospace [2] - The main business revenue composition includes cooling systems (26.47%), intelligent chassis-rubber business (20.74%), sealing systems (19.72%), and lightweight intelligent chassis (15.70%) [2] - As of June 30, the company reported a revenue of 9.846 billion yuan for the first half of 2025, reflecting a year-on-year growth of 1.83%, and a net profit of 817 million yuan, up 14.11% year-on-year [2] Group 3 - Zhongding Co., Ltd. has distributed a total of 2.672 billion yuan in dividends since its A-share listing, with 724 million yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, holding 24.7886 million shares, a decrease of 28.0887 million shares from the previous period [3]
社保基金最新持仓超5000亿元!32股二季度末以来涨超50%!多只算力股在列
私募排排网· 2025-08-30 07:54
Core Viewpoint - The article discusses the second quarter holdings of the social security fund in A-shares, highlighting significant investments in various sectors and the performance of key stocks. Group 1: Holdings Overview - As of August 30, 2025, 582 A-share companies appeared in the top ten heavy stocks of the social security fund, with a total holding market value of 502.91 billion yuan [2] - There were 158 new stocks added, 171 stocks increased, 126 stocks decreased, and 127 stocks remained unchanged in holdings [2] - The sectors with more than 15 stocks held include chemical products, semiconductors, pharmaceuticals, automotive parts, general equipment, specialized equipment, and medical devices [2] Group 2: Market Value and Performance - Among the 582 companies, 104 stocks had holdings exceeding 500 million yuan, and 37 stocks had holdings over 1 billion yuan, accounting for 76.47% of the total holding market value [3] - Agricultural Bank is the largest holding stock with a market value of over 138.3 billion yuan, experiencing a year-to-date increase of approximately 37% [5] - The average increase for the 582 A-share companies this year is 27.62%, with 32 stocks rising over 50% since the end of June [6] Group 3: Sector Performance - The top five stocks by holding market value are all above 10 billion yuan, with three being large state-owned banks [5] - The banking sector has seen significant stock price increases this year, with over ten bank stocks reaching historical highs [5] - The liquid cooling concept stocks have shown remarkable performance, with the top three stocks doubling in price since the end of June [6] Group 4: Notable Stocks - Yingweike, a leader in temperature control, saw its stock price increase by nearly 170% since the end of June, with a market value exceeding 446 million yuan [8] - Jibite, a gaming company, reported a year-to-date increase of over 110%, with a market value of over 289 million yuan [9] - 28 stocks have a holding ratio exceeding 5%, collectively accounting for 51.83% of the total holding market value [10]
东阳光涨2.01%,成交额6.07亿元,主力资金净流入2297.26万元
Xin Lang Cai Jing· 2025-08-29 04:08
Group 1 - The stock price of Dongyangguang increased by 2.01% on August 29, reaching 20.84 CNY per share, with a trading volume of 607 million CNY and a turnover rate of 0.98%, resulting in a total market capitalization of 62.719 billion CNY [1] - Dongyangguang's stock has risen 84.59% year-to-date, with a 9.80% increase over the last five trading days, 44.72% over the last twenty days, and 105.32% over the last sixty days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 15, where it recorded a net buy of -62.1752 million CNY [1] Group 2 - Dongyangguang, established on October 24, 1996, and listed on September 17, 1993, is located in Dongguan, Guangdong Province, and operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [2] - The revenue composition of Dongyangguang includes high-end aluminum foil at 40.81%, new chemical materials at 27.63%, electronic components at 25.40%, and other categories [2] - As of June 30, 2025, Dongyangguang reported a revenue of 7.124 billion CNY, representing an 18.48% year-on-year growth, and a net profit attributable to shareholders of 613 million CNY, reflecting a 170.57% increase [2] Group 3 - Dongyangguang has distributed a total of 2.395 billion CNY in dividends since its A-share listing, with 1.783 billion CNY distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders of Dongyangguang include notable entities such as Bosera Huixing Return One-Year Holding Period Mixed Fund, which holds 45.9169 million shares, a decrease of 6.1739 million shares from the previous period [3]
上海洗霸涨2.04%,成交额1.08亿元,主力资金净流出40.06万元
Xin Lang Cai Jing· 2025-08-29 02:05
Core Viewpoint - Shanghai Xiba's stock has shown significant growth this year, with a year-to-date increase of 198.18%, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of August 29, Shanghai Xiba's stock price reached 72.10 yuan per share, with a market capitalization of 12.652 billion yuan [1]. - The stock has experienced a 6.05% increase over the last five trading days, a 15.38% increase over the last 20 days, and a 98.46% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) twice this year, with the most recent appearance on March 7, where it recorded a net buy of -16.8321 million yuan [1]. Group 2: Financial Performance - For the first half of 2025, Shanghai Xiba reported a revenue of 225 million yuan, a decrease of 15.85% year-on-year, while the net profit attributable to shareholders increased by 156.56% to 107 million yuan [2]. - The company has distributed a total of 150 million yuan in dividends since its A-share listing, with 41.0938 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Shanghai Xiba decreased by 9.89% to 24,200, with an average of 7,251 circulating shares per shareholder, an increase of 10.98% [2]. - New institutional shareholders include交银阿尔法核心混合A,交银优势行业混合, and交银瑞和三年持有期混合, indicating growing institutional interest in the company [3].
科士达跌2.01%,成交额1.75亿元,主力资金净流入512.00万元
Xin Lang Cai Jing· 2025-08-29 02:05
Core Viewpoint - Kstar Technology's stock has shown significant growth this year, with a year-to-date increase of 66.55% and a recent surge in trading activity, indicating strong investor interest and market performance [1][2]. Company Overview - Kstar Technology, established on March 17, 1993, and listed on December 7, 2010, is based in Shenzhen, China. The company specializes in the research, production, sales, and service of UPS systems and valve-regulated sealed lead-acid batteries [1]. - The company's revenue composition is as follows: 61.44% from the data center industry, 37.60% from the renewable energy sector, and 0.96% from other sources [1]. Financial Performance - For the first half of 2025, Kstar Technology reported a revenue of 2.163 billion yuan, representing a year-on-year growth of 14.35%. The net profit attributable to shareholders was 255 million yuan, reflecting a 16.49% increase compared to the previous year [2]. - Cumulatively, Kstar has distributed 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the last three years [3]. Shareholder Information - As of July 31, 2025, Kstar Technology had 68,000 shareholders, an increase of 3.03% from the previous period. The average number of tradable shares per shareholder decreased by 2.94% to 8,310 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited as the second-largest shareholder, holding 8.2408 million shares, an increase of 5.1697 million shares from the previous period [3].
华体科技跌2.03%,成交额8513.83万元,主力资金净流入584.12万元
Xin Lang Cai Jing· 2025-08-28 06:22
Group 1 - The core viewpoint of the news is that Huati Technology's stock has experienced fluctuations, with a year-to-date increase of 27.94% but a recent decline of 10.23% over the past five trading days [2][3] - As of August 28, Huati Technology's stock price was 16.85 yuan per share, with a total market capitalization of 2.777 billion yuan [1] - The company has seen a net inflow of main funds amounting to 5.8412 million yuan, with significant buying and selling activities recorded [1] Group 2 - Huati Technology's main business involves urban lighting solutions, with revenue composition including smart city product manufacturing (59.16%), lithium ore processing and sales (21.42%), and engineering project installation (7.84%) [2] - The company has been listed on the stock market since June 21, 2017, and is categorized under the electronic-optical optoelectronics-LED industry [2] - As of August 10, the number of shareholders decreased by 18.39%, while the average circulating shares per person increased by 22.53% [3] Group 3 - For the first half of 2025, Huati Technology reported a revenue of 193 million yuan, a year-on-year decrease of 0.44%, and a net profit attributable to shareholders of -25.1088 million yuan, down 60.64% year-on-year [3] - The company has distributed a total of 74.0743 million yuan in dividends since its A-share listing, with 29.3752 million yuan distributed in the last three years [4]