人民币贬值受益
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久祺股份涨0.43%,成交额5123.61万元,近3日主力净流入148.30万
Xin Lang Cai Jing· 2026-01-09 07:33
Core Viewpoint - Jiuqi Co., Ltd. is experiencing growth in revenue and profit, driven by its diverse product offerings in the bicycle and related products sector, as well as benefiting from the depreciation of the RMB [6][7]. Company Overview - Jiuqi Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on October 6, 2000. It was listed on August 12, 2021. The company primarily engages in the design, research and development, production, and sales of bicycles and related products [6]. - The company's main business revenue composition includes: parts 32.36%, other products 22.04%, adult bicycles 17.86%, children's bicycles 16.86%, electric bicycles 10.42%, motorcycles 0.32%, and others 0.14% [6]. - As of December 31, the number of shareholders is 11,900, a decrease of 2.16% from the previous period, with an average of 9,802 circulating shares per person, an increase of 2.21% [6]. Financial Performance - For the period from January to September 2025, Jiuqi Co., Ltd. achieved operating revenue of 2.369 billion yuan, a year-on-year increase of 32.45%, and a net profit attributable to the parent company of 129 million yuan, a year-on-year increase of 56.55% [6]. - The company has distributed a total of 493 million yuan in dividends since its A-share listing, with 291 million yuan distributed in the last three years [7]. Market Position and Product Offering - The company is a major exporter of bicycle products in China, offering a wide range of bicycles and related products, with a strong design and development capability that allows for a "one-stop" service for customers [2]. - Jiuqi Co., Ltd. has a significant presence in international markets, with 96.44% of its revenue coming from overseas, benefiting from the depreciation of the RMB [2]. Stock Performance - On January 9, Jiuqi Co., Ltd. saw a stock price increase of 0.43%, with a trading volume of 51.2361 million yuan and a turnover rate of 2.71%, resulting in a total market capitalization of 3.811 billion yuan [1].
兆龙互连涨3.01%,成交额6.85亿元,近3日主力净流入6233.55万
Xin Lang Cai Jing· 2026-01-09 07:33
5、根据2024年年报,公司海外营收占比为61.93%,受益于人民币贬值。 来源:新浪证券-红岸工作室 1月9日,兆龙互连涨3.01%,成交额6.85亿元,换手率4.86%,总市值191.27亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、根据2025年7月30日互动易:公司凭借在高速电缆领域的技术积累,已成为国际头部互联方案商在有 源电缆(AEC)领域的核心合作伙伴。 2、根据2025年5月29日投资者关系活动记录表:公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统(如银行)、高等院校、医疗、展馆等中高端项目;同时正进 一步拓展海外市场,逐步形成小批量业务阶段。 3、招股说明披露:公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业, 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易:公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案,包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 (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 ...
开创电气跌2.22%,成交额7871.72万元,近3日主力净流入-1853.41万
Xin Lang Cai Jing· 2026-01-08 13:51
来源:新浪证券-红岸工作室 1月8日,开创电气跌2.22%,成交额7871.72万元,换手率3.34%,总市值50.71亿元。 异动分析 锂电池概念+人民币贬值受益+专精特新+跨境电商 1、据2024年5月8日互动易:2023 年公司开发锂电新产品 20 款,受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比,不到总销售收入的 10%,还有很大的提升空间。谢谢! 2、根据2024年年报,公司海外营收占比为91.85%,受益于人民币贬值。 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。 区间今日近3日近5日近10日近20日主力净流入-1292.30万-1853.41万-3898.16万-9158.59万-1.06亿 主力持仓 主力轻度控盘,筹码分布较为分散,主力成交额5388.79万,占总成交额的15.23%。 技术面 ...
腾亚精工涨3.30%,成交额8215.54万元,后市是否有机会?
Xin Lang Cai Jing· 2026-01-08 13:37
Core Viewpoint - The company, Tengya Precision Engineering, is experiencing growth due to its involvement in the Belt and Road Initiative and its recognition as a "specialized, refined, characteristic, and innovative" enterprise, benefiting from the depreciation of the RMB [2][3]. Group 1: Company Overview - Tengya Precision Engineering Co., Ltd. is located in Jiangning District, Nanjing, Jiangsu Province, established on August 15, 2000, and listed on June 8, 2022 [7]. - The company's main business includes the research, production, and sales of nail fastening tools and construction hardware, with revenue composition being 73.57% from power tools, 22.24% from construction hardware, and 4.19% from other sources [7]. - As of December 31, the number of shareholders increased by 0.58% to 8,269, while the average circulating shares per person decreased by 0.58% to 13,895 shares [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved operating revenue 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 65.1916 million yuan distributed over the past three years [8]. Group 3: Market Activity - On January 8, the stock price of Tengya Precision Engineering rose by 3.30%, with a trading volume of 82.1554 million yuan and a turnover rate of 3.75%, bringing the total market capitalization to 2.705 billion yuan [1]. - The stock has seen a net outflow of 3.1115 million yuan from major funds today, with a ranking of 161 out of 245 in its industry, indicating a reduction in major fund positions over the past two days [4][5]. Group 4: Technical Analysis - The average trading cost of the stock is 18.99 yuan, with the stock price approaching a resistance level of 19.15 yuan, suggesting a potential for a price correction if it fails to break through this level [6].
雅艺科技涨0.71%,成交额4319.24万元,后市是否有机会?
Xin Lang Cai Jing· 2026-01-08 12:39
Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is experiencing significant growth in its outdoor leisure furniture segment, particularly through online sales channels and cross-border e-commerce initiatives, benefiting from the depreciation of the RMB. Group 1: Company Overview - The company focuses on the research, production, and sales of outdoor leisure furniture, including fire pits and gas stoves, and has developed a comprehensive system for R&D, design, production, and sales [2][8]. - As of December 31, the company had 6,034 shareholders, an increase of 6.85% from the previous period, with an average of 9,125 circulating shares per person, a decrease of 6.41% [9]. Group 2: Financial Performance - In 2024, the company reported a revenue of 296 million yuan, a substantial increase of 87.22% year-on-year, driven by the strong performance of online sales channels [2]. - For the period from January to September 2025, the company achieved a revenue of 239 million yuan, reflecting a year-on-year growth of 22.23%, while the net profit attributable to the parent company was 1.78 million yuan, a decrease of 68.19% [9]. Group 3: Market Strategy - The company is expanding its cross-border e-commerce presence by leveraging platforms like Amazon, TikTok, and Wayfair, targeting younger consumer demographics and optimizing logistics through the support of the Zhejiang cross-border e-commerce pilot zone [2][4]. - The company's overseas revenue accounted for 98.94% of total revenue, benefiting from the depreciation of the RMB [4]. Group 4: Investment Activities - On July 26, 2023, the company announced plans to invest 10.2 million yuan in a partnership to establish a venture capital firm, holding a 39.98% stake in the partnership [3].
超颖电子跌0.67%,成交额5.87亿元,近3日主力净流入1839.75万
Xin Lang Cai Jing· 2026-01-08 07:51
来源:新浪证券-红岸工作室 1月8日,超颖电子跌0.67%,成交额5.87亿元,换手率17.70%,总市值325.94亿元。 异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板,按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易:在储存领域,公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系,公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 3、2025年8月27日互动易:在通信与服务器领域,公司与全球知名芯片商、全球知名云端服务提供商及 全球知名EMS厂商等建立了稳定的合作关系。公司具备AI服务器产品相应制程技术,可满足不同客户 的需求。公司产品主要应用于AI服务器、GPU、ASIC、交换机及AI加速卡等众多产品。 5、公司招股说明书,在汽车电子领域,公司主要客户有大陆汽车、法雷奥、博世、安波福等全球知名 汽车零部件供应商及特斯拉等新能源汽车厂商。 (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) 资金分析 今日 ...
超研股份涨5.15%,成交额1.66亿元,今日主力净流入1242.75万
Xin Lang Cai Jing· 2026-01-08 07:34
来源:新浪证券-红岸工作室 1月8日,超研股份涨5.15%,成交额1.66亿元,换手率12.02%,总市值101.51亿元。 异动分析 宠物经济+医疗器械概念+水利+人民币贬值受益+注册制次新股 1、2025年3月8日官微:SIUI于3月3日至5日参加了第97届WVC年会。在此次盛会上,SIUI展出了我们 在宠物、马匹和家畜方面的创新兽用医学影像成果,与行业专家就动物医疗保健的发展进行了交流,并 在与一线从业者的交流中获得了宝贵的用户见解。 2、汕头市超声仪器研究所股份有限公司的主营业务是从事医学影像设备、工业无损检测设备的研发、 生产和销售;公司主要产品包括掌上式无线彩超、便携式彩超、推车式彩超、全容积乳腺超声成像系 统、全数字超声显像诊断仪、便携式X射线机、便携式数字化X射线摄影系统、数字超声探伤仪、超声 成像检测仪、自动检测装置和探头、医用超声探头、工业无损检测探头; 5、汕头市超声仪器研究所股份有限公司于2025-01-22日上市,主营业务为医学影像设备、工业无损检 测设备的研发、生产和销售。 (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) 资金分析 今日主力净流入1 ...
兆龙互连跌0.79%,成交额4.03亿元,近5日主力净流入-4790.62万
Xin Lang Cai Jing· 2026-01-08 07:27
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and expansion into international markets, particularly benefiting from the depreciation of the RMB [2][3][7]. Group 1: Company Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28% [7]. - The net profit attributable to the parent company for the same period was 138 million yuan, showing a significant year-on-year increase of 53.82% [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Group 2: Market Position and Products - The company has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cables [2]. - Its optical products include fiber optic jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. - The company is one of the few in China capable of designing and manufacturing data cables of category 6 and above, meeting the new data transmission demands of the 5G era [2]. Group 3: Financial Metrics and Shareholder Information - As of September 30, 2025, the company's overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3]. - The average trading cost of the company's shares is 55.14 yuan, with the current stock price near a resistance level of 54.55 yuan, indicating potential for upward movement if this level is surpassed [6]. - The company has a total market capitalization of 18.568 billion yuan, with a trading volume of 403 million yuan and a turnover rate of 2.90% on January 8 [1].
开创电气跌0.96%,成交额6645.83万元,后市是否有机会?
Xin Lang Cai Jing· 2026-01-07 07:49
Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing challenges with declining revenue and net profit, while also benefiting from its position in the lithium battery sector and the depreciation of the RMB [2][6]. Group 1: Company Performance - In the first nine months of 2025, the company achieved operating revenue of 490 million yuan, a year-on-year decrease of 12.96% [6]. - The net profit attributable to the parent company was -10.46 million yuan, representing a year-on-year decrease of 119.10% [6]. - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [7]. Group 2: Market Position and Recognition - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools [2]. - The company's overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the RMB [2]. - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China for small and medium enterprises [2]. Group 3: Sales and E-commerce Growth - The company began its e-commerce business in 2018 and has established cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen [2]. - Online sales revenue for the company increased by 58.64% year-on-year in 2024 [2]. Group 4: Stock and Trading Analysis - The stock price has a current average trading cost of 58.27 yuan, with recent price fluctuations between resistance at 52.09 yuan and support at 44.02 yuan [5]. - The main capital inflow today was -8.02 million yuan, with a net inflow of -802.19 million yuan, indicating a lack of clear trends in main capital [3][4].
超颖电子涨9.75%,成交额8.35亿元,近5日主力净流入2605.82万
Xin Lang Cai Jing· 2026-01-07 07:49
来源:新浪证券-红岸工作室 1月7日,超颖电子涨9.75%,成交额8.35亿元,换手率25.90%,总市值328.12亿元。 异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板,按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易:在储存领域,公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系,公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 5、公司招股说明书,在汽车电子领域,公司主要客户有大陆汽车、法雷奥、博世、安波福等全球知名 汽车零部件供应商及特斯拉等新能源汽车厂商。 (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) 资金分析 今日主力净流入9125.15万,占比0.11%,行业排名3/62,该股当前无连续增减仓现象,主力趋势不明 显;所属行业主力净流入-11.97亿,连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入9125.15万4750.12万2605.82万1.08亿457.39 ...