中俄贸易概念
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腾亚精工涨1.35%,成交额4165.71万元,今日主力净流入22.13万
Xin Lang Cai Jing· 2025-12-23 08:10
Core Viewpoint - The company, Tengya Precision Engineering, is experiencing a positive market response due to its alignment with national policies and its recognition as a "specialized, refined, distinctive, and innovative" enterprise, benefiting from the depreciation of the RMB and its significant overseas revenue contribution [2][3]. Group 1: Company Overview - Tengya Precision Engineering is located in Jiangning District, Nanjing, Jiangsu Province, and was established on August 15, 2000. It was listed on June 8, 2022. The company's main business involves the research, production, and sales of nail fastening tools and construction hardware products [7]. - The revenue composition of the company includes 73.57% from power tools, 22.24% from construction hardware products, and 4.19% from other sources [7]. - As of December 19, the number of shareholders is 8,221, a decrease of 2.79% from the previous period, while the average circulating shares per person increased by 2.87% [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved an operating income of 448 million yuan, a year-on-year decrease of 3.24%, and a net profit attributable to the parent company of 1.3479 million yuan, down 75.92% year-on-year [7]. - The company has distributed a total of 145 million yuan in dividends since its A-share listing, with cumulative distributions of 65.1916 million yuan over the past three years [8]. Group 3: Market Activity - On December 23, the stock price of Tengya Precision Engineering increased by 1.35%, with a trading volume of 41.6571 million yuan and a turnover rate of 2.02%, resulting in a total market capitalization of 2.554 billion yuan [1]. - The company is actively engaging in trade with Russia and other countries, providing power tools and related products, in line with the national Belt and Road Initiative [2]. Group 4: Technical Analysis - The average trading cost of the stock is 19.20 yuan, indicating some accumulation activity, although the strength of this accumulation is not strong. The current stock price is near a support level of 17.73 yuan, which is critical for potential rebound or further decline [6].
华通线缆涨1.24%,成交额3.17亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-23 08:07
Core Viewpoint - The company, Hebei Huatong Cable Group Co., Ltd., is experiencing a rise in stock price and has a significant overseas revenue share, benefiting from the depreciation of the RMB [1][4]. Group 1: Company Overview - Hebei Huatong Cable Group was established on June 21, 2002, and went public on May 11, 2021, focusing on the research, production, and sales of electrical cables [8]. - The main business revenue composition includes electrical cables and others at 87.20%, continuous pipes and operational devices at 9.73%, and other supplementary items at 3.07% [8]. - The company operates in the power equipment sector, specifically in cable components and other related areas, and is involved in various concept sectors such as industrial internet, oil and gas exploration, smart grid, and China-Russia trade [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.344 billion yuan, representing a year-on-year growth of 13.30%, while the net profit attributable to shareholders was 257 million yuan, a decrease of 7.38% year-on-year [8]. - The company has distributed a total of 107 million yuan in dividends since its A-share listing, with cumulative distributions over the past three years amounting to 94.4695 million yuan [9]. Group 3: Market Activity - On December 23, the stock price of Huatong Cable increased by 1.24%, with a trading volume of 317 million yuan and a turnover rate of 1.98%, leading to a total market capitalization of 16.296 billion yuan [1]. - The company has seen a net inflow of 21.7312 million yuan from major investors today, marking a continuous increase in investment over the past two days [5][6].
辽港股份跌1.23%,成交额1.26亿元,近5日主力净流入903.17万
Xin Lang Cai Jing· 2025-12-23 07:33
4、全资孙公司大连集发环渤海集装箱运输有限公司区块链项目获得网信办第二批备案 5、集团在集装箱码头加强航线市场开发,全年新增10条航线积极融入"一带一路"、国内国际双循环和 辽宁自贸区建设等国家战略,结合自身口岸冷链物流等业务优势,持续深挖东南亚、俄罗斯远东地区等 新兴航区市场潜能和南北运输需求机遇,新增7条东南亚航线,1条远东航线及2条内贸航线,实现对东 南亚区域核心港口的全覆盖,并进一步优化升级相关口岸集装箱航线网络。 来源:新浪证券-红岸工作室 12月23日,辽港股份跌1.23%,成交额1.26亿元,换手率0.42%,总市值379.51亿元。 异动分析 中韩自贸区+航运概念+统一大市场+区块链+中俄贸易概念 1、实控人大连国资委,主营港口业务,大连国资委旗下港口物流业务的统一运作平台目前已拥有近洋航线 70条,是东北地区最大的综合性码头营运商。中韩自贸协定的签订,对大连的货物贸易、服务贸易、引进 韩资、公共服务体系等方面都将产生重要影响。公司作为大连港港口物流业务的统一运作平台,是中国 东北最大的综合性码头营运商,为客户提供油品/液体化工品码头及相关物流业务、集装箱码头及相关 物流业务、汽车码头及相关物 ...
中创智领涨2.01%,成交额2.61亿元,主力资金净流出1341.46万元
Xin Lang Zheng Quan· 2025-12-23 03:36
资金流向方面,主力资金净流出1341.46万元,特大单买入117.39万元,占比0.45%,卖出217.13万元, 占比0.83%;大单买入5566.54万元,占比21.34%,卖出6808.25万元,占比26.10%。 截至9月30日,中创智领股东户数6.42万,较上期增加37.51%;人均流通股0股,较上期增加0.00%。 2025年1月-9月,中创智领实现营业收入307.45亿元,同比增长10.44%;归母净利润36.45亿元,同比增 长19.17%。 分红方面,中创智领A股上市后累计派现75.49亿元。近三年,累计派现44.98亿元。 中创智领今年以来股价涨101.18%,近5个交易日跌1.28%,近20日涨6.14%,近60日跌3.05%。 资料显示,中创智领(郑州)工业技术集团股份有限公司位于河南自贸试验区郑州片区(经开)第九大街167 号,成立日期2002年11月6日,上市日期2010年8月3日,公司主营业务涉及煤炭综合采掘液压支架及其 零部件的生产、销售与服务;汽车零部件的生产与销售。主营业务收入构成为:煤机装备及相关物料 50.76%,汽车零部件49.24%。 中创智领所属申万行业为:机械设 ...
上海汽配涨1.01%,成交额3934.99万元,近3日主力净流入-729.89万
Xin Lang Cai Jing· 2025-12-19 07:59
Core Viewpoint - The company, Shanghai Automotive Air Conditioning Parts Co., Ltd., is actively expanding its international market presence and enhancing its core competitiveness through strategic investments and product development in the automotive parts sector, particularly focusing on new energy vehicles and thermal management systems. Group 1: Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and listed on November 1, 2023. The company specializes in the research, development, production, and sales of automotive air conditioning pipes and fuel distribution pipes [7]. - The company's main business revenue composition includes automotive thermal management system products (79.38%), automotive engine system products (18.86%), and others (1.76%) [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 1.645 billion yuan, representing a year-on-year growth of 6.41%. The net profit attributable to the parent company was 135 million yuan, with a slight increase of 0.28% year-on-year [8]. - The company has distributed a total of 202 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Clientele - The company’s fuel distribution pipes are primarily supplied to globally recognized engine manufacturers, including BorgWarner and NPP ITELMA LLC, indicating a stable long-term partnership with strict supplier certification processes [2]. - The company has become a major supplier of air conditioning pipes for various traditional fuel models and has established itself as a key supplier for new energy vehicle air conditioning systems [3]. Group 4: Strategic Initiatives - To enhance its international market development, the company plans to establish a wholly-owned subsidiary in Morocco with an investment of up to 100 million yuan, aimed at setting up operations and purchasing necessary facilities [3]. - The company’s R&D department has leveraged over 30 years of expertise to quickly adapt to market changes, successfully launching air conditioning pipe products that meet new energy vehicle quality standards [3]. Group 5: Stock Performance and Trading Activity - On December 19, the stock price of Shanghai Automotive increased by 1.01%, with a trading volume of 39.35 million yuan and a turnover rate of 1.20%, resulting in a total market capitalization of 5.057 billion yuan [1]. - The stock has shown a net outflow of 3.59 million yuan from major investors today, with a lack of significant trends in major holdings [4][5].
中创智领涨2.09%,成交额1.84亿元,主力资金净流出781.60万元
Xin Lang Cai Jing· 2025-12-19 05:18
中创智领今年以来股价涨105.99%,近5个交易日跌0.85%,近20日涨10.09%,近60日涨7.06%。 12月19日,中创智领盘中上涨2.09%,截至13:00,报24.43元/股,成交1.84亿元,换手率0.49%,总市值 436.17亿元。 资金流向方面,主力资金净流出781.60万元,特大单买入921.83万元,占比5.01%,卖出768.28万元,占 比4.17%;大单买入3447.31万元,占比18.72%,卖出4382.46万元,占比23.80%。 资料显示,中创智领(郑州)工业技术集团股份有限公司位于河南自贸试验区郑州片区(经开)第九大街167 号,成立日期2002年11月6日,上市日期2010年8月3日,公司主营业务涉及煤炭综合采掘液压支架及其 零部件的生产、销售与服务;汽车零部件的生产与销售。主营业务收入构成为:煤机装备及相关物料 50.76%,汽车零部件49.24%。 中创智领所属申万行业为:机械设备-专用设备-能源及重型设备。所属概念板块包括:工程机械、机 械、中俄贸易概念、智慧矿山、高派息等。 截至9月30日,中创智领股东户数6.42万,较上期增加37.51%;人均流通股0股, ...
柳工涨2.01%,成交额8446.47万元,主力资金净流出56.88万元
Xin Lang Cai Jing· 2025-12-19 03:17
Core Viewpoint - LiuGong's stock price has shown a year-to-date increase of 7.60%, with recent fluctuations indicating a slight decline in the short term, while the company continues to demonstrate growth in revenue and profit [2]. Group 1: Stock Performance - On December 19, LiuGong's stock rose by 2.01%, reaching a price of 12.69 yuan per share, with a trading volume of 84.46 million yuan and a turnover rate of 0.33%, resulting in a total market capitalization of 25.819 billion yuan [1]. - Year-to-date, LiuGong's stock has increased by 7.60%, with a 1.17% decline over the last five trading days, a 16.64% increase over the last 20 days, and a 15.05% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, LiuGong achieved a revenue of 25.760 billion yuan, reflecting a year-on-year growth of 12.71%, and a net profit attributable to shareholders of 1.458 billion yuan, which is a 10.37% increase year-on-year [2]. - Since its A-share listing, LiuGong has distributed a total of 5.102 billion yuan in dividends, with 1.122 billion yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, LiuGong had 100,800 shareholders, an increase of 26.20% from the previous period, with an average of 20,140 circulating shares per shareholder, a decrease of 20.29% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 80.2894 million shares, an increase of 14.2355 million shares from the previous period [3].
中创物流涨2.03%,成交额2244.09万元,主力资金净流出30.22万元
Xin Lang Cai Jing· 2025-12-18 02:22
中创物流所属申万行业为:交通运输-物流-跨境物流。所属概念板块包括:中俄贸易概念、一带一路、 统一大市场、小盘、RCEP概念等。 截至9月30日,中创物流股东户数1.73万,较上期减少15.62%;人均流通股20010股,较上期增加 18.51%。2025年1月-9月,中创物流实现营业收入66.04亿元,同比减少27.84%;归母净利润2.07亿元, 同比增长3.05%。 分红方面,中创物流A股上市后累计派现9.71亿元。近三年,累计派现5.37亿元。 机构持仓方面,截止2025年9月30日,中创物流十大流通股东中,华宝标普中国A股红利机会ETF (562060)退出十大流通股东之列。 资金流向方面,主力资金净流出30.22万元,大单买入61.42万元,占比2.74%,卖出91.64万元,占比 4.08%。 中创物流今年以来股价涨36.59%,近5个交易日涨0.48%,近20日涨6.25%,近60日涨7.16%。 今年以来中创物流已经3次登上龙虎榜,最近一次登上龙虎榜为4月16日,当日龙虎榜净买入3425.15万 元;买入总计7863.77万元 ,占总成交额比11.15%;卖出总计4438.62万元 ,占总成 ...
辽港股份涨0.63%,成交额1.88亿元,近3日主力净流入-2334.55万
Xin Lang Cai Jing· 2025-12-10 09:18
Core Viewpoint - The news highlights the performance and strategic positioning of Liaoport Co., which is a major player in the port logistics sector in Northeast China, particularly in light of the recent developments in trade agreements and market expansions [2][3]. Company Overview - Liaoport Co., established on November 16, 2005, and listed on December 6, 2010, is located in Dalian Free Trade Zone and specializes in various port logistics services including oil products, container handling, automotive, bulk cargo, and passenger services [8][9]. - The company operates as a unified platform for port logistics in Dalian, leveraging its strategic location as a gateway to the Pacific and its comprehensive transportation network [3][9]. Business Operations - The main business segments include oil/liquid chemical products, container handling, automotive logistics, bulk cargo, grain handling, and passenger roll-on/roll-off services, with service revenue constituting 96.37% of total income [9]. - The company has a significant role in the development of the Northeast Asia International Shipping Center and the Liaoning Coastal Economic Belt [3]. Market Developments - The signing of the China-South Korea Free Trade Agreement is expected to significantly impact trade and investment in Dalian, enhancing Liaoport's operational capabilities [2]. - The company has added 10 new shipping routes in the year, focusing on integrating into national strategies such as the Belt and Road Initiative and the dual circulation economy, with a particular emphasis on Southeast Asia and the Russian Far East [4]. Financial Performance - For the period from January to September 2025, Liaoport reported a revenue of 8.426 billion yuan, reflecting a year-on-year growth of 5.99%, and a net profit of 1.3 billion yuan, which is a 37.51% increase compared to the previous year [9][10]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan in the last three years [10].
海利得涨0.00%,成交额7155.07万元,近3日主力净流入-456.84万
Xin Lang Cai Jing· 2025-12-10 07:25
Core Viewpoint - The company, Zhejiang Hailide New Materials Co., Ltd., is experiencing a stable performance with significant overseas revenue and is benefiting from the depreciation of the Renminbi, while also engaging in trade with Russia, UAE, and Belarus [2][3]. Company Overview - Zhejiang Hailide New Materials Co., Ltd. was established on May 21, 2001, and listed on January 23, 2008. The company is located in Haining, Zhejiang Province, and its main business includes the research, development, production, and sales of polyester industrial filament, advertising materials, and curtain fabrics [7]. - The company's revenue composition includes: polyester industrial filament (50.24%), tire cord fabric (21.25%), advertising materials (8.61%), polyester chips (6.67%), PVC film (5.31%), stone plastic flooring (4.33%), industrial fabric materials (2.32%), and others [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 4.415 billion yuan, representing a year-on-year growth of 1.07%, while the net profit attributable to shareholders was 415 million yuan, showing a significant increase of 39.97% [7]. - The company has distributed a total of 2.608 billion yuan in dividends since its A-share listing, with 553 million yuan distributed over the past three years [8]. Market Activity - On December 10, the company's stock price remained unchanged at 0.00%, with a trading volume of 71.55 million yuan and a turnover rate of 1.50%, resulting in a total market capitalization of 6.497 billion yuan [1]. - The stock has seen a net outflow of 640,600 yuan from major investors today, with a total of 1.16 billion yuan net inflow in the industry, indicating a lack of clear trends in major investor activity [4][5]. Technical Analysis - The average trading cost of the stock is 5.98 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a resistance level of 5.62 yuan, suggesting caution against potential pullbacks unless this resistance is broken [6]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 36.5694 million shares, an increase of 15.3876 million shares from the previous period. New institutional shareholders include Guolian Anbao Smart Life Stock A and others [9].