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这边要加息,那边要降息 | 谈股论金
水皮More· 2025-12-02 09:15
A股三大指数今日集体回调,截止收盘,沪指跌0.42%,收报3897.71点;深证成指跌 0.68%,收报13056.70点;创业板指跌0.69%,收报3071.15点。 沪深两市成交额15934 亿,较昨日缩量2805亿。 老水看盘 怕他不来,又怕他乱来。 当前市场心态极为复杂, 当指数缩量反弹的时候,大家就担忧 量能不足导致反弹难持续;而 一旦放量,又担心获利盘回吐引发反弹夭折。 今天 市场便呈现这一特征, 3900 点得而复 失, 昨 天 3000 亿的成交量 今天 大幅萎缩,指数重回弱势格局。 指数回落之外,成交量已成为判断市场情绪的核心指标。 今天 成交量虽与前天基本持平,但 结构差异显著:深 证 市场小幅放量约 200 亿,上 证 市场则较前天再缩量 200 亿,延续缩 量态势。这一现象让地量何时出现的判断陷入困惑,也使得指数表现愈发纠结。 水皮杂谈 一家之言 兼听则明 偏听则暗 心猿意马 盘面消息 一句话点评:心猿意马。 编辑:柴多多 排版:刘雪影 个股表现与指数走势基本一致。 今天 下跌个股达 3531 家,上涨个股仅 1534 家,中位数 跌幅 0.76% ,显著大于上证指数 0.42% 和深 ...
港迪技术跌1.36%,成交额1272.42万元,近5日主力净流入331.16万
Xin Lang Cai Jing· 2025-12-02 07:48
来源:新浪证券-红岸工作室 12月2日,港迪技术跌1.36%,成交额1272.42万元,换手率0.74%,总市值37.55亿元。 异动分析 新型工业化+机器人概念+专精特新+高端装备+信创 1、武汉港迪技术股份有限公司主营业务是工业自动化领域产品研发、生产与销售。主要产品是自动化 驱动产品、智能操控系统。 2、2025年10月28日互动易:公司自主研发的 SD400 系列伺服系统,凭借超快速响应、高精度位置控 制、高稳定性以及紧凑的设计等特性,已实现对机器人应用(关节驱动、喷涂路径优化、焊接工艺精准 执行)的适配,可有效帮助下游客户提升设备生产良率与作业效率,相关产品正逐步推向市场。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号,是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业,对于提升中小企 业自身的竞争力,以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 主力没有控盘,筹码分布非常分散,主力成交额483.67万,占总成交额的6.52%。 技术面:筹码平均交易成本为75.03元 4、根 ...
恒辉安防跌2.70%,成交额3.77亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-02 07:39
Core Viewpoint - The company, Henghui Security, is experiencing fluctuations in stock performance and is involved in the development and production of safety protective gloves and materials, with a significant focus on robotics and new materials applications. Group 1: Company Overview - Henghui Security Group Co., Ltd. was established on April 15, 2004, and went public on March 11, 2021, specializing in the research, production, and sales of hand safety protective products [8] - The main business revenue composition includes functional safety protective gloves (95.45%), ultra-high molecular weight polyethylene fibers and composite materials (3.47%), and other protective products [9] Group 2: Financial Performance - For the period from January to September 2025, Henghui Security achieved operating revenue of 880 million yuan, a year-on-year increase of 0.97%, while net profit attributable to the parent company was 81.98 million yuan, a decrease of 12.85% year-on-year [9] Group 3: Market Position and Trends - The company has a significant overseas revenue share of 88.71%, benefiting from the depreciation of the RMB [4] - The stock experienced a decline of 2.70% on December 2, with a trading volume of 377 million yuan and a turnover rate of 10.68%, resulting in a total market capitalization of 5.713 billion yuan [1] Group 4: Product Development and Innovation - The company has developed several products for humanoid robots, including protective gloves and flexible joint protection components, which have been delivered for use [2] - In the field of new materials, the company has mastered key technologies for producing high-performance fibers containing graphene, enhancing cut resistance and comfort [3] Group 5: Investment and Shareholder Information - As of November 28, the number of shareholders in Henghui Security was 14,400, an increase of 2.57% from the previous period, with an average of 7,300 circulating shares per person, a decrease of 2.50% [9] - The company has distributed a total of 149 million yuan in dividends since its A-share listing, with 101 million yuan distributed in the last three years [10]
威尔高跌2.00%,成交额1.44亿元,主力资金净流入684.00万元
Xin Lang Cai Jing· 2025-12-02 06:03
Core Viewpoint - The stock of Weigao has experienced fluctuations, with a year-to-date increase of 52.15%, but a recent decline in the last five, twenty, and sixty trading days [1][2]. Group 1: Stock Performance - As of December 2, Weigao's stock price was 52.88 CNY per share, with a trading volume of 1.44 billion CNY and a turnover rate of 4.97%, resulting in a total market capitalization of 7.122 billion CNY [1]. - The stock has seen a net inflow of 6.84 million CNY from main funds, with significant buying and selling activities recorded [1]. - Weigao has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 13, where it recorded a net purchase of 53.65 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Weigao achieved a revenue of 1.122 billion CNY, reflecting a year-on-year growth of 51.93%, and a net profit attributable to shareholders of 69.79 million CNY, up 48.11% year-on-year [2]. - The company has distributed a total of 36.08 million CNY in dividends since its A-share listing [3]. Group 3: Shareholder Information - As of September 30, 2025, Weigao had 16,900 shareholders, a decrease of 9.09% from the previous period, with an average of 3,191 circulating shares per shareholder, an increase of 10.00% [2]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 723,900 shares, with no change in the number of shares held compared to the previous period [3].
旭升集团跌2.07%,成交额1.58亿元,主力资金净流出1531.68万元
Xin Lang Cai Jing· 2025-12-02 05:42
Core Viewpoint - As of December 2, 2023, Xusheng Group's stock price has experienced a decline of 2.07%, with a current trading price of 13.25 CNY per share and a total market capitalization of 15.31 billion CNY. The company has seen a net outflow of funds amounting to 15.32 million CNY, indicating a challenging trading environment for the stock [1]. Company Overview - Xusheng Group, established on August 25, 2003, and listed on July 10, 2017, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of precision aluminum alloy components, focusing on lightweight automotive solutions. The revenue composition is as follows: automotive sector 81.35%, other sectors 14.23%, industrial sector 1.99%, mold sector 1.49%, and others 0.94% [1][2]. Financial Performance - For the period from January to September 2025, Xusheng Group reported a revenue of 3.226 billion CNY, reflecting a year-on-year decrease of 1.48%. The net profit attributable to shareholders was 300 million CNY, down 7.16% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, Xusheng Group had 54,600 shareholders, a decrease of 8.71% from the previous period. The average number of circulating shares per shareholder increased by 12.45% to 17,910 shares [2]. Dividend Distribution - Since its A-share listing, Xusheng Group has distributed a total of 1.002 billion CNY in dividends, with 657 million CNY distributed over the past three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, notable changes include the entry of new shareholders such as Yongying Advanced Manufacturing Mixed Fund A and Guotai Valuation Advantage Mixed Fund A. Hong Kong Central Clearing Limited increased its holdings by 1.47 million shares [3].
罗普特跌2.01%,成交额2017.90万元,主力资金净流出77.84万元
Xin Lang Zheng Quan· 2025-12-02 05:31
12月2日,罗普特(维权)盘中下跌2.01%,截至13:24,报14.11元/股,成交2017.90万元,换手率 0.77%,总市值26.17亿元。 资金流向方面,主力资金净流出77.84万元,大单买入150.93万元,占比7.48%,卖出228.77万元,占比 11.34%。 罗普特今年以来股价涨61.26%,近5个交易日跌1.19%,近20日跌12.58%,近60日跌18.81%。 截至9月30日,罗普特股东户数8161.00,较上期减少1.98%;人均流通股22722股,较上期增加2.02%。 2025年1月-9月,罗普特实现营业收入1.44亿元,同比增长28.54%;归母净利润-9531.44万元,同比增长 0.88%。 分红方面,罗普特A股上市后累计派现2480.33万元。近三年,累计派现0.00元。 责任编辑:小浪快报 今年以来罗普特已经1次登上龙虎榜,最近一次登上龙虎榜为6月12日,当日龙虎榜净买入819.01万元; 买入总计4927.32万元 ,占总成交额比28.99%;卖出总计4108.32万元 ,占总成交额比24.17%。 资料显示,罗普特科技集团股份有限公司位于福建省厦门火炬高新区软件园 ...
易德龙跌2.02%,成交额4534.59万元,主力资金净流入462.12万元
Xin Lang Zheng Quan· 2025-12-02 05:24
今年以来易德龙已经1次登上龙虎榜,最近一次登上龙虎榜为9月15日。 资料显示,苏州易德龙科技股份有限公司位于江苏省苏州相城经济开发区春兴路50号,成立日期2001年 5月31日,上市日期2017年6月22日,公司主营业务涉及为通讯、工业控制、汽车电子、医疗电子、消费 电子等领域的客户提供电子制造服务。主营业务收入构成为:电子元器件销售99.91%,其他0.08%,技 术检测服务0.01%。 易德龙所属申万行业为:电子-消费电子-消费电子零部件及组装。所属概念板块包括:汽车电子、消费 电子、机器人概念、云计算、5G等。 12月2日,易德龙盘中下跌2.02%,截至13:14,报35.94元/股,成交4534.59万元,换手率0.78%,总市值 57.66亿元。 资金流向方面,主力资金净流入462.12万元,特大单买入186.74万元,占比4.12%,卖出0.00元,占比 0.00%;大单买入658.57万元,占比14.52%,卖出383.19万元,占比8.45%。 易德龙今年以来股价涨49.81%,近5个交易日涨0.14%,近20日跌8.55%,近60日跌17.91%。 分红方面,易德龙A股上市后累计派现4.13 ...
步科股份跌2.01%,成交额5606.69万元,主力资金净流出905.38万元
Xin Lang Cai Jing· 2025-12-02 03:19
Core Viewpoint - The stock of Shanghai Buke Automation Co., Ltd. has experienced fluctuations, with a year-to-date increase of 65.30% and a recent decline in the last 20 days [1][2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 509 million yuan, representing a year-on-year growth of 28.35%, and a net profit attributable to shareholders of 44.53 million yuan, up 37.54% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 160 million yuan, with 84 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 23.05% to 7,650, while the average circulating shares per person decreased by 18.73% to 10,980 shares [2]. - The top ten circulating shareholders include notable funds, with changes in holdings observed among several major shareholders [3]. Market Activity - On December 2, the stock price fell by 2.01% to 94.32 yuan per share, with a trading volume of 56.07 million yuan and a turnover rate of 0.70% [1]. - The company’s market capitalization stands at 8.567 billion yuan, with significant net outflows of funds observed [1].
北特科技跌2.10%,成交额1.21亿元,主力资金净流出380.58万元
Xin Lang Zheng Quan· 2025-12-02 03:09
北特科技所属申万行业为:汽车-汽车零部件-底盘与发动机系统。所属概念板块包括:汽车热管理、人 形机器人、丝杠、汽车零部件、机器人概念等。 截至11月20日,北特科技股东户数3.57万,较上期增加9.62%;人均流通股9484股,较上期减少8.77%。 2025年1月-9月,北特科技实现营业收入17.12亿元,同比增长17.50%;归母净利润9266.98万元,同比增 长52.39%。 分红方面,北特科技A股上市后累计派现1.88亿元。近三年,累计派现6392.14万元。 机构持仓方面,截止2025年9月30日,北特科技十大流通股东中,永赢先进制造智选混合发起A (018124)位居第三大流通股东,持股1633.99万股,相比上期减少41.61万股。鹏华碳中和主题混合A (016530)位居第四大流通股东,持股889.24万股,相比上期减少97.37万股。香港中央结算有限公司位 居第五大流通股东,持股749.34万股,为新进股东。中欧时代先锋股票A(001938)位居第九大流通股 东,持股290.24万股,为新进股东。景顺长城稳健回报混合A类(001194)位居第十大流通股东,持股 265.80万股,为新进股东 ...
福达股份涨2.11%,成交额1.09亿元,主力资金净流出216.38万元
Xin Lang Cai Jing· 2025-12-02 02:58
Core Viewpoint - Fuda Co., Ltd. has shown significant stock performance with a year-to-date increase of 108.79%, despite recent fluctuations in trading volume and net capital flow [1][2]. Company Overview - Fuda Co., Ltd. is located in Guilin, Guangxi, and was established on December 28, 2000, with its stock listed on November 27, 2014. The company specializes in the research, production, and sales of automotive components, including engine crankshafts, clutches, spiral bevel gears, and high-strength bolts [2]. - The main revenue sources for Fuda Co. are as follows: crankshafts (62.87%), precision forgings (12.10%), clutches (11.10%), gears (5.61%), other (5.39%), and high-strength bolts (2.93%) [2]. - The company is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2]. Financial Performance - For the period from January to September 2025, Fuda Co. achieved a revenue of 1.413 billion yuan, representing a year-on-year growth of 27.32%. The net profit attributable to shareholders was 221 million yuan, reflecting an impressive increase of 83.27% year-on-year [2]. - Since its A-share listing, Fuda Co. has distributed a total of 1.2 billion yuan in dividends, with 242 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Fuda Co. had 37,300 shareholders, a decrease of 12.90% from the previous period. The average number of circulating shares per person increased by 14.81% to 17,141 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fourth-largest shareholder with 7.5715 million shares, an increase of 5.4328 million shares from the previous period. New institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Dongfang Alpha Preferred Mixed Fund [3].