长三角一体化
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合盛硅业跌2.02%,成交额9.14亿元,主力资金净流出7588.01万元
Xin Lang Cai Jing· 2026-01-08 06:48
Core Viewpoint - The stock of Hesheng Silicon Industry has experienced fluctuations, with a recent decline of 2.02%, and the company is facing challenges reflected in its financial performance, including a significant drop in revenue and net profit [1][2]. Group 1: Stock Performance - As of January 8, Hesheng Silicon Industry's stock price was 55.89 yuan per share, with a market capitalization of 66.074 billion yuan [1]. - The stock has increased by 6.05% year-to-date, with a 4.12% rise over the last five trading days and a 13.44% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Hesheng Silicon Industry reported a revenue of 15.206 billion yuan, a year-on-year decrease of 25.35%, and a net profit attributable to shareholders of -321 million yuan, reflecting a 122.10% decline [2]. - Cumulatively, the company has distributed dividends totaling 5.321 billion yuan since its A-share listing, with 2.366 billion yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 14.42% to 50,900, while the average number of circulating shares per person decreased by 12.60% to 23,235 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.8906 million shares, a decrease of 4.7133 million shares from the previous period [3].
中微公司跌2.05%,成交额46.47亿元,主力资金净流出2.51亿元
Xin Lang Cai Jing· 2026-01-08 06:30
1月8日,中微公司盘中下跌2.05%,截至14:11,报345.10元/股,成交46.47亿元,换手率2.12%,总市值 2160.83亿元。 资金流向方面,主力资金净流出2.51亿元,特大单买入6.72亿元,占比14.47%,卖出8.58亿元,占比 18.47%;大单买入16.44亿元,占比35.38%,卖出17.10亿元,占比36.79%。 分红方面,中微公司A股上市后累计派现4.96亿元。 责任编辑:小浪快报 资料显示,中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号,成立日期2004年5月31日,上市日期2019年7月22日,公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为:专用设备86.17%,备品备件12.84%,其他0.99%。 中微公司所属申万行业为:电子-半导体-半导体设备。所属概念板块包括:中芯国际概念、大基金概 念、长三角一体化、半导体设备、先进封装等。 截至9月30日,中微公司股东户数6.08万,较上期增加29.52%;人均流通股10301股,较上期减少 22.79%。2025年1月-9月,中微公司实现营业收入80.63亿 ...
扬农化工跌2.03%,成交额4949.02万元,主力资金净流出359.39万元
Xin Lang Zheng Quan· 2026-01-08 02:03
Core Viewpoint - Yangnong Chemical's stock price has shown fluctuations with a recent decline of 2.03%, while the company has experienced a year-to-date increase of 3.07% in stock price, indicating mixed market sentiment [1] Financial Performance - For the period from January to September 2025, Yangnong Chemical achieved a revenue of 9.156 billion yuan, representing a year-on-year growth of 14.23%. The net profit attributable to shareholders was 1.055 billion yuan, reflecting a growth of 2.88% [2] - Cumulative cash dividends since the company's A-share listing amount to 2.833 billion yuan, with 1.137 billion yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Yangnong Chemical decreased by 6.49% to 16,900, while the average circulating shares per person increased by 7.24% to 23,883 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 14.2374 million shares, a decrease of 2.0554 million shares from the previous period. New entrants include Penghua CSI Subdivision Chemical Industry Theme ETF [3]
坚定不移加快“五个中心”建设 上海市推动高质量发展专家座谈会召开
Jie Fang Ri Bao· 2026-01-08 01:45
记者 孟群舒 上海市推动高质量发展专家座谈会昨天召开。市委副书记、市长龚正与来自智库、高校、机构、企 业的8位专家代表深入座谈交流,听取对上海推动高质量发展、更好实现"十五五"经济社会发展良好开 局的建议。 市领导吴伟、舒庆出席。 会上,与会专家结合国际国内形势,立足上海实际,积极建言献策。第十四届全国政协经济委员会 副主任尹艳林提出,上海需要从增强消费拉动力、培育壮大新质生产力、推动长三角一体化发展等方面 着手,确保"十五五"开好局起好步。国务院发展研究中心副主任张琦提出,上海需要以高水平开放融入 开放合作与全球化,示范引领全国开放发展。中国科学院脑科学与智能技术卓越创新中心学术主任蒲慕 明提出,要重视渐进式、增量式的创新,培育引进更多在各领域处于"最活跃时期"的科学家。上海社会 科学院原院长张道根表示,上海要强化"四大功能",发挥制度"创新引擎"作用,更好引领、带动、服 务、支撑全国经济高质量发展。上海市宏观经济学会会长王思政建议,激发长三角高端产业协同效应, 夯实沿江沿海先进制造业产业带,培育激发新质生产力,增强国际竞争力。上海对外经贸大学教授黄建 忠提到,要促进货物贸易调结构、促平衡、优模式,推动服务 ...
秀洲以项目攻坚吹响“十五五”开局号角
Xin Lang Cai Jing· 2026-01-07 23:22
"目前,项目建设已进入全面冲刺阶段。"项目负责人表示,去年2月圆通航空与广州飞机维修工程有限 公司签署战略合作协议,项目建设就按下"快进键"。按照计划,现场建筑施工将于今年3月底完工,建 成投运后将为秀洲临空经济高质量发展注入强劲动力。 实体经济领域同样热潮涌动,与临空产业项目齐头并进。"今年我们还要上马5条产线!"浙江华阗光电 有限公司负责人王建刚步履不停。眼下企业订单纷至沓来,现有产能难以满足市场需求,扩产提能迫在 眉睫。作为专业研发生产液晶面板、显示模块等产品的高新技术企业,华阗光电产品广泛应用于手机、 汽车、工业控制等多个关键领域。2025年,企业将新生产基地从深圳迁至秀洲区王江泾镇,仅用90天便 完成从签约到投产的"飞跃"。该项目总投资2.5亿元,租用标准化厂房约2万平方米,计划新建液晶模组 产线12条,全面达产后预计年产值可达2.5亿元至3亿元。 (来源:嘉兴日报) "多亏了高标准厂房,企业实现'拎包入住',省去大量建设时间。"王建刚坦言,春节过后企业将立刻启 动新生产线安装,全速推进项目进度,力争早日投产达效。 转自:嘉兴日报 交通是区域发展的"动脉",更是冲刺开局的重要支撑。秀洲区以路网建设为 ...
【宏润建设(002062.SZ)】基建底盘稳固,新兴业务打开第二成长曲线 ——首次覆盖报告(孙伟风/吴钰洁)
光大证券研究· 2026-01-07 23:04
Core Viewpoint - The company is transitioning from traditional construction to a diversified growth model, focusing on new energy and intelligent construction technologies, which are expected to drive future profitability and mitigate risks associated with its core infrastructure business [4][5][6]. Group 1: Company Overview - The company is one of the earliest private enterprises engaged in shield tunneling construction, with over 300 kilometers of tunneling completed across more than 20 cities, showcasing its technical expertise and project management capabilities [4]. - The company is strategically aligned with the "Yangtze River Delta Integration" initiative, establishing a stable business foundation in urban rail transit, municipal projects, and underground space [4]. Group 2: New Energy Business - The new energy segment is entering a high-growth phase, projected to achieve a revenue increase of 298% year-on-year in 2024 and 94% in the first half of 2025, contributing significantly to the company's profitability [5]. - The company is transitioning from a "construction contracting" model to an "engineering + energy" model, with the rapid expansion of new energy projects helping to offset cyclical fluctuations in its core business [5]. Group 3: AI and Robotics Initiatives - The company is strategically investing in intelligent construction, particularly in humanoid robotics, which is supported by favorable policies in emerging sectors [6]. - Collaborations with technology firms aim to create a complementary system that integrates engineering needs with advanced technology development, enhancing the company's competitive edge in the construction industry [6]. Group 4: Infrastructure Business Challenges - The infrastructure sector is currently under pressure due to a downturn in the real estate chain and tightening local finances, leading to a decline in new contracts and extended payment cycles [8]. - Despite these challenges, there are signs of improvement in operational cash flow and collection ratios for 2024-2025, driven by ongoing debt resolution policies [8].
苏州500千伏车坊变电站顺利送电
Ke Ji Ri Bao· 2026-01-07 07:02
1月5日,记者从国网苏州供电公司获悉,长三角重要能源枢纽变电站——江苏苏州500千伏车坊变电站 超规模扩建工程顺利送电。该变电站是连接无锡、上海的重要输电联络点,承接着±800千伏锦屏—苏 南特高压直流输电工程汇入江苏电网的清洁水电。变电站的改造投运可进一步提升苏州电网对西部清洁 水电的消纳能力。 工程选址于车坊变电站老区西南侧,此次扩建新建100万千伏安主变压器1组,500千伏出线6回,220千 伏出线9回。"工程完成增容后,新增变电容量100万千伏安,苏州地区年提升供电能力87.6亿千瓦时, 相当于近300万户家庭1年的用电量。"国网苏州供电公司500千伏变电运检中心副主任苏俊霖介绍。 "工程对优化长三角能源结构、服务'双碳'目标落地、推动区域绿色低碳发展具有重要战略意义,也为 长三角一体化高质量发展注入了强劲能源动力。"国网苏州供电公司建设部副主任高琦说。 据悉,2025年江苏共有10项主干网、1007项配电网迎峰度冬重点工程建设。除500千伏车坊变电站超规 模扩建工程外,一批主网工程正加快建设。这些工程投运后将进一步优化江苏电网新能源消纳和整体供 电能力,全面支撑冬季电力安全供应。 500千伏车坊变电 ...
新凤鸣跌2.04%,成交额1.78亿元,主力资金净流入45.32万元
Xin Lang Cai Jing· 2026-01-07 05:27
新凤鸣今年以来股价涨3.55%,近5个交易日涨9.21%,近20日涨18.60%,近60日涨24.69%。 资料显示,新凤鸣集团股份有限公司位于浙江省桐乡市梧桐街道履祥路501号,成立日期2000年2月22 日,上市日期2017年4月18日,公司主营业务涉及民用涤纶长丝、短纤及其主要原材料之一PTA的研 发、生产和销售。主营业务收入构成为:POY42.73%,PTA13.29%,FDY13.27%,短纤11.16%, DTY10.16%,其他4.72%,其他(补充)4.37%,切片0.31%。 新凤鸣所属申万行业为:基础化工-化学纤维-涤纶。所属概念板块包括:中盘、新材料、长三角一体 化、融资融券、增持回购等。 1月7日,新凤鸣盘中下跌2.04%,截至13:05,报20.15元/股,成交1.78亿元,换手率0.57%,总市值 307.20亿元。 截至12月19日,新凤鸣股东户数1.81万,较上期减少8.20%;人均流通股83564股,较上期增加8.93%。 2025年1月-9月,新凤鸣实现营业收入515.42亿元,同比增长4.77%;归母净利润8.69亿元,同比增长 16.53%。 资金流向方面,主力资金净流 ...
调整是“减”还是“增”?解码中科院南京分院撤销背后的江苏科创“新棋局”
Yang Zi Wan Bao Wang· 2026-01-06 12:00
近日,中国科学院组织机构调整方案落定,南京分院、长春分院不再保留,分别并入上海分院与沈阳分 院。这则消息如同一颗投入湖面的石子,迅速激起了关于南京乃至江苏区域科创地位的热烈讨论。一时 间,疑问与讨论四起:南京的科研地位因此动摇了吗?江苏的科创引擎会就此减速吗? 然而,当我们拨开"撤销"二字带来的第一层迷雾,深入审视此次调整的本质与江苏深厚的创新家底,便 会发现:这绝非一次简单的"减法",而是江苏科创力量在更高维度上融入国家战略、实现能级跃升的关 键"加法"。 位于南京的研究所: 紫金山天文台:中国现代天文学的摇篮。 中科院原有12个分院调整为9个 近日,中国科学院官网更新信息,确认已完成一轮系统性的组织机构调整。其中最受关注的是分院层面 的精简:原有的12个分院调整为9个,其中长春分院和南京分院不再保留。 具体到南京分院,其调整已于2025年10月实施,整体并入中国科学院上海分院。南京分院自1978年成立 以来,主要负责联系和管理中国科学院在江苏、江西两省的科研机构。调整后,原由其协调的约10家法 人研究机构(如紫金山天文台、南京土壤研究所等)将转由上海分院统一管理。这意味着上海分院的管辖 范围,从原先的上海 ...
长三角议事厅·周报|杭衢高铁牵引“1小时都市圈”向西扩容
Xin Lang Cai Jing· 2026-01-06 07:56
Core Viewpoint - The opening of the Hangzhou-Qiuzhou High-Speed Railway significantly enhances connectivity in the Yangtze River Delta, reducing travel time between Qiuzhou and Hangzhou to as little as 73 minutes, thereby transforming regional collaboration and economic dynamics [1][3][4]. Group 1: Infrastructure Development - The Hangzhou-Qiuzhou High-Speed Railway spans approximately 131 kilometers with a design speed of 350 km/h, facilitating faster travel and improved accessibility [1]. - The railway connects Qiuzhou with the existing high-speed rail network, creating a dual-channel system that enhances travel efficiency between Zhejiang's western regions and Hangzhou [3][4]. - Initial operations will feature 12 daily trains, with plans to increase to 34 trains per day by the first quarter of 2026, making cross-city travel more routine [4]. Group 2: Economic Integration - The railway's opening marks a shift from administrative-driven "mountain-sea cooperation" to market-driven collaboration, allowing industries to connect based on comparative advantages rather than reliance on government initiatives [5]. - The establishment of the Qiuzhou Hai Chuang Park, which has attracted over 140 companies, exemplifies the integration of R&D and production capabilities between Qiuzhou and Hangzhou [5][6]. - Significant investments in lithium battery materials projects in Qiuzhou, totaling nearly 479 billion yuan, highlight the region's growing industrial capacity and its ability to support high-value manufacturing [6]. Group 3: Urban and Regional Development - The Hangzhou-Qiuzhou High-Speed Railway contributes to a new urban network in the Yangtze River Delta, evolving from simple point-to-point connections to a more integrated and sustainable commuting framework [7]. - By 2025, the total investment in the Yangtze River Delta railway construction is expected to exceed 600 billion yuan, with over 2,600 kilometers of new rail lines, enhancing the overall connectivity of the region [7]. - The railway facilitates a shift in the relationship between Qiuzhou and the core areas of the Yangtze River Delta, moving from mere connectivity to deeper integration and collaboration [8].