证券代码：601872 证券简称：招商轮船 公告编号：2026[002] 招商局能源运输股份有限公司 关于AFRAMAX油轮新船交付的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 2026年1月6日，招商局能源运输股份有限公司（下称"公司"）在大连船舶重工集团有限公司（下称"大 连造船"）订造的新一代节能环保型AFRAMAX 油轮"凯仪"轮在大连交付。 公司在2023年5月19日召开的第六届董事会第二十二次会议审议通过了《关于新建2艘AFRAMAX船舶的 议案》，董事会批准公司在大连造船新建2艘新一代节能环保型 AFRAMAX 油轮。"凯仪"轮系其中的第 一艘。具体情况请见公司2023年5月20日和2023年5月27日发布的《招商轮船第六届董事会第二十二次会 议决议公告》《招商轮船关于新建AFRAMAX船舶的公告》，公告编号：2023[034]号和2023[037]号。 截至本公告发布之日，公司拥有油轮在手订单15+1艘，其中动力定位穿梭油轮1+1艘，自有VLCC 订单 5艘、长期租入VLCC订单 3艘，自有AFRAM ...

每经AI快讯，1月6日，招商轮船（601872）(601872.SH)公告称，公司在大连船舶重工集团有限公司订 造的新一代节能环保型AFRAMAX油轮"凯仪"轮于2026年1月6日交付。这是公司在2023年5月19日召开 的第六届董事会第二十二次会议审议通过的新建2艘AFRAMAX船舶项目中的第一艘。"凯仪"轮采用最 新一代节能环保型设计，配备脱硫洗涤塔，有利于改善公司油轮尤其是AFRAMAX油轮船队结构，提升 船队规模、服务客户能力、与VLCC船队的协同以及节能降碳指标。截至公告发布之日，公司拥有油轮 在手订单15+1艘，将于2026年至2028年陆续交付。 ...

Group 1 - The core viewpoint of the news is that Jiangsu Sanfangxiang Ju Material Co., Ltd. has shown significant stock performance and financial metrics, with a notable increase in stock price and trading volume in early January 2025 [1][2]. Group 2 - As of January 6, 2025, Sanfangxiang's stock price increased by 12.39% year-to-date, with a 7.17% rise over the last five trading days and a 19.25% increase over the last 60 days [1]. - The company has a market capitalization of 9.898 billion yuan and reported a trading volume of 1.92 billion yuan on January 6, 2025 [1]. - The main business revenue composition includes bottle-grade polyester chips (79.87%), PTA (17.60%), and other products [2]. Group 3 - For the period from January to September 2025, Sanfangxiang achieved operating revenue of 16.007 billion yuan, a year-on-year decrease of 12.49%, and a net profit attributable to shareholders of -467 million yuan, a decrease of 52.14% [2]. - The company has distributed a total of 1.86 billion yuan in dividends since its A-share listing, with 584 million yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders decreased by 4.11% to 35,200, while the average circulating shares per person increased by 4.28% to 110,719 shares [2].

Core Viewpoint - Huajin Capital's stock price has shown a slight increase of 1.05% year-to-date, with significant fluctuations in recent trading periods, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 6, Huajin Capital's stock price rose by 2.07% to 16.29 CNY per share, with a trading volume of 71.5 million CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 5.615 billion CNY [1]. - The stock has experienced a decline of 0.67% over the last five trading days, but has increased by 13.12% over the past 20 days and 10.97% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Huajin Capital achieved an operating income of 349 million CNY, representing a year-on-year growth of 16.36%, while the net profit attributable to shareholders reached 104 million CNY, marking a significant increase of 185.62% [2]. - Cumulative cash dividends since the A-share listing amount to 365 million CNY, with 63.77 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Huajin Capital was 40,500, a decrease of 10.86% from the previous period, while the average number of circulating shares per person increased by 12.19% to 8,492 shares [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.5526 million shares, which is a decrease of 108,900 shares compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Jinjing Technology's stock has shown fluctuations in price and trading volume, with a recent increase of 2.13% on January 6, 2025, reaching a price of 5.76 yuan per share and a total market capitalization of 8.164 billion yuan [1] - As of January 6, 2025, the company has seen a year-to-date stock price increase of 2.31%, but a decline of 9.00% over the last five trading days [1] - Jinjing Technology's main business includes the production and sales of float glass, online coated glass, and ultra-white glass, with revenue composition being 67.75% from glass, 31.18% from soda ash, and 1.07% from other sources [1] Group 2 - As of September 30, 2025, Jinjing Technology reported a total revenue of 3.461 billion yuan, a year-on-year decrease of 31.63%, and a net profit attributable to shareholders of -270 million yuan, a year-on-year decrease of 190.80% [2] - The company has distributed a total of 999.2 million yuan in dividends since its A-share listing, with 205 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 2.29% to 92,400, while the average circulating shares per person increased by 1.52% to 15,341 shares [2]

Core Viewpoint - The stock of Shangwei New Materials has experienced fluctuations, with a recent decline of 2.11% and a total market capitalization of 50.158 billion yuan. The company is involved in the development and production of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, and new composite materials [1]. Financial Performance - As of September 30, Shangwei New Materials reported a revenue of 1.279 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 16.60%. However, the net profit attributable to shareholders decreased by 6.92% to 60.5477 million yuan [2]. - The company has distributed a total of 77.8304 million yuan in dividends since its A-share listing, with 45.5744 million yuan distributed over the past three years [3]. Stock Market Activity - On January 6, the stock price was 124.35 yuan per share, with a trading volume of 111 million yuan and a turnover rate of 0.22%. The stock has seen a year-to-date decline of 2.37%, but has increased by 12.93% over the last five trading days and 17.74% over the last 20 days [1]. - The net outflow of main funds was 7.4336 million yuan, with significant selling pressure observed, as large orders sold 35.7015 million yuan, accounting for 32.29% of the total [1]. Business Overview - Shangwei New Materials, established on October 25, 2000, and listed on September 28, 2020, operates primarily in the field of environmentally friendly high-performance corrosion-resistant materials (46.26% of revenue), wind turbine blade materials (40.07%), and other new composite materials [1]. - The company is categorized under the basic chemicals industry, specifically in plastics and synthetic resins, and is associated with concepts such as QFII holdings, energy conservation and environmental protection, robotics, the Belt and Road Initiative, and wind energy [1]. Shareholder Information - As of September 30, the number of shareholders for Shangwei New Materials reached 19,700, an increase of 238.94% compared to the previous period. The average number of circulating shares per shareholder decreased by 70.50% to 20,493 shares [2].

1月6日，科陆电子盘中上涨2.03%，截至09:38，报8.04元/股，成交4298.86万元，换手率0.38%，总市值 133.53亿元。 资金流向方面，主力资金净流入572.08万元，特大单买入226.32万元，占比5.26%，卖出0.00元，占比 0.00%；大单买入1122.96万元，占比26.12%，卖出777.20万元，占比18.08%。 科陆电子今年以来股价涨4.42%，近5个交易日涨1.77%，近20日涨7.49%，近60日跌14.19%。 资料显示，深圳市科陆电子科技股份有限公司位于广东省深圳市南山区高新技术产业园北区宝深路科陆 大厦，成立日期1996年8月12日，上市日期2007年3月6日，公司主营业务涉及电工仪器仪表、电力自动 化系列产品、新能源及节能减排产品的研发、生产及销售。主营业务收入构成为：储能业务49.83%， 智能电网48.74%，物业0.91%，综合能源管理及服务0.43%，其他(补充)0.10%。 截至9月30日，科陆电子股东户数7.50万，较上期增加7.23%；人均流通股18664股，较上期减少6.74%。 2025年1月-9月，科陆电子实现营业收入35.86亿元，同比 ...

Industry Overview - The Chinese heating equipment industry has experienced robust growth driven by rising living standards and supportive government policies. Consumer demand has shifted from basic heating functions to higher energy efficiency, smart control, and environmental features [1][5] - The market size of China's heating equipment industry is projected to grow from 40.082 billion yuan in 2020 to 62.101 billion yuan in 2024, with a compound annual growth rate (CAGR) of 11.57%. By 2025, the market size is expected to reach 68.656 billion yuan [1][9] Policy Support - National policies in energy conservation and clean energy have created a favorable environment for technological upgrades and market expansion in the heating equipment sector. For instance, initiatives promoting sewage source heat pump technology and clean heating solutions are being implemented [5][11] - The continuous expansion of urban centralized heating areas, which grew from 8.309 billion square meters in 2017 to 12.094 billion square meters in 2024, provides a solid market demand foundation for the heating equipment industry, with a CAGR of 5.51% [5][6] Industry Chain - The heating equipment industry chain consists of upstream raw materials and components, including steel, copper, aluminum, and various other materials. The midstream involves the manufacturing of heating equipment, while the downstream includes applications in sectors like real estate [6][7] - Key raw materials such as steel, copper, and aluminum are essential for constructing core structures and functional components of heating equipment. The production of these materials has been increasing, with steel output rising from 1.05 billion tons in 2017 to 1.4 billion tons in 2024, and copper output increasing from 1.867 million tons to 2.350 million tons in the same period [7][8] Market Trends - The heating equipment industry is moving towards higher efficiency, environmental sustainability, and smart technology integration. Future trends include the deep integration of heating systems with renewable energy sources, such as heat pumps and solar energy, to achieve near-zero carbon operations [11][12] - The industry is also expected to see advancements in smart technology, transitioning from automated control of individual devices to autonomous decision-making and collaborative optimization across entire heating systems [12][13] - Customization and diversification of heating solutions will be key, with tailored products and services designed for different climates, building types, and user needs, enhancing overall energy efficiency and user experience [13][14] Key Companies - Major players in the industry include international brands like Vaillant, Bosch, and Ariston, which dominate the high-end market, and domestic leaders like Wanhe and Sunflower, which focus on mid-range and mass-market segments [9][10] - Wanhe Electric, a notable company in the heating equipment sector, reported a revenue of 5.524 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 5.54% [10][11]

来源：新浪证券-红岸工作室 1月5日，星球石墨涨3.72%，成交额6753.69万元，换手率1.89%，总市值35.31亿元。 异动分析 一带一路+专精特新+高端装备 1、2023年12月20日互动易：公司除了与印度Adani集团下的全资子公司Mundra签订了产品销售合同， 合同标的物为100万吨绿色PVC项目专用副产蒸汽氯化氢合成吸收、盐酸解吸、氯化氢干燥等石墨设 备，合同总金额44,334,166美元，约合人民币29,990.73万元，近期越南项目"化工产量130t/d盐酸、副产 0.5Mpa饱和蒸汽高纯酸项目和化工产量440t/d盐酸、副产0.5Mpa饱和蒸汽高纯酸项目"副产蒸汽三合一 盐酸合成炉一次性点火成功。公司将持续瞄准国际需求，加大国际市场开拓力度，积极布局印度、东南 亚等多个国家与地区。 2、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。公司已入选工信部专精特新 小巨人企业名单。 今日主力净流 ...

资金分析 今日主力净流入-97.74万，占比0.03%，行业排名45/76，连续3日被主力资金减仓；所属行业主力净流入 1.53亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-97.74万-233.72万-201.23万-328.82万-1336.59万 主力持仓 来源：新浪证券-红岸工作室 1月5日，美新科技涨0.44%，成交额3290.01万元，换手率2.44%，总市值21.69亿元。 异动分析 粤港澳大湾区+人民币贬值受益 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 该股筹码平均交易成本为19.56元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 18.33，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑 ...