12月18日，东土科技盘中上涨2.11%，截至10:53，报19.82元/股，成交1.22亿元，换手率1.16%，总市值 121.87亿元。 资金流向方面，主力资金净流入413.18万元，特大单买入366.71万元，占比3.00%，卖出294.54万元，占 比2.41%；大单买入2490.76万元，占比20.36%，卖出2149.76万元，占比17.57%。 东土科技今年以来股价涨72.65%，近5个交易日涨0.51%，近20日跌6.38%，近60日跌14.09%。 今年以来东土科技已经3次登上龙虎榜，最近一次登上龙虎榜为4月2日，当日龙虎榜净买入2.15亿元； 买入总计5.34亿元 ，占总成交额比13.20%；卖出总计3.19亿元 ，占总成交额比7.89%。 资料显示，北京东土科技股份有限公司位于北京市石景山区实兴大街30号院2号楼8层至12层，成立日期 2000年3月27日，上市日期2012年9月27日，公司主营业务涉及工业控制网络领域硬件设备的研发、生产 和销售,并为工业控制系统信息传输提供解决方案。主营业务收入构成为：工业网络通信68.97%，智能 控制器及解决方案20.05%，工业操作系统及相关软件 ...

资金流向方面，主力资金净流入81.78万元，特大单买入300.12万元，占比4.11%，卖出114.50万元，占 比1.57%；大单买入1325.67万元，占比18.14%，卖出1429.52万元，占比19.56%。 分红方面，巨力索具A股上市后累计派现3.10亿元。近三年，累计派现288.00万元。 巨力索具今年以来股价涨119.20%，近5个交易日跌0.98%，近20日跌5.09%，近60日跌11.50%。 巨力索具所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：雄安新区、京津冀、铁 路基建、风能、海上风电等。 12月18日，巨力索具盘中上涨2.02%，截至10:29，报7.08元/股，成交7307.89万元，换手率1.09%，总市 值67.97亿元。 截至9月30日，巨力索具股东户数14.19万，较上期减少5.99%；人均流通股6730股，较上期增加6.37%。 2025年1月-9月，巨力索具实现营业收入17.43亿元，同比增长13.20%；归母净利润1106.32万元，同比增 长397.11%。 今年以来巨力索具已经13次登上龙虎榜，最近一次登上龙虎榜为8月18日。 资料显示，巨力索具 ...

资料显示，北京韩建河山管业股份有限公司位于北京市房山区良乡镇卓秀路北街智汇雅苑6号院6号楼8 层，成立日期2004年7月7日，上市日期2015年6月11日，公司主营业务涉及预应力钢筒混凝土管 (PCCP)、钢筋混凝土排水管(RCP)和商品混凝土研发、生产与销售。主营业务收入构成为：PCCP、 RCP80.18%，混凝土外加剂10.28%，环保工程及设备9.54%。 韩建河山所属申万行业为：建筑材料-水泥-水泥制品。所属概念板块包括：微盘股、地下管廊、PPP概 念、雄安新区、低价等。 截至9月30日，韩建河山股东户数3.94万，较上期减少11.65%；人均流通股9757股，较上期增加 14.05%。2025年1月-9月，韩建河山实现营业收入5.48亿元，同比增长37.39%；归母净利润976.12万元， 同比增长123.72%。 12月18日，韩建河山盘中上涨2.17%，截至10:23，报5.17元/股，成交2065.02万元，换手率1.05%，总市 值20.23亿元。 资金流向方面，主力资金净流出165.30万元，大单买入199.08万元，占比9.64%，卖出364.38万元，占比 17.65%。 韩建河山今 ...

对机构与个人投资者来说， "十五五规划"不再只是新闻里的几个关键词，而是未来几年产业方向、 政策支持和资金流向的 导航图 。 用 Alice 选基，把国家战略变成投资组合 Wind金融终端输入命令" FF " 点击基金-多维数据-" 基金索引（ FF） "。 // 从政策语言到选基语言 // 传统做 "规划主题基金池"，往往要先看文件、拆方向，再回到终端里一条条设条件、反复调参—— 过程清楚，但很耗精力。 "十五五"时期（2026–2030 年），被明确为迈向 2035 年基本实现社会主义现代化的关键五年。官方 建议里已经划出了一条很清晰的主线： Alice 选基做了两件事： 1）一句话需求，系统自动"翻译"指标 你可以直接用 "人话"提需求，比如：" 如何提前布局十五五规划基金 " ， 在这句话背后，系统会自 动拆解出一组可执行条件，如 一带一路、粤港澳大湾区、雄安新区、高 端制造 、人工智能、量子 科技等 相关主题并给出候选基金列表。 2）给出可调整的量化边界 "稳一点""不要太集中的行业"这些模糊表达，会被映射为： · 特定的基金类型 ; · 特定的主题分类； · 合理的区间收益 /最大回撤条件； 你可 ...

来源：新浪证券-红岸工作室 12月11日，盐田港涨1.34%，成交额2.64亿元，换手率1.84%，总市值236.58亿元。 异动分析 航运概念+统一大市场+深圳国企改革+粤港澳大湾区+雄安新区 区间今日近3日近5日近10日近20日主力净流入-75.12万14.48万-332.61万-1806.68万1197.73万 主力持仓 1、深圳市盐田港股份有限公司的主营业务包括码头的开发与经营；货物装卸与运输；港口配套交通设 施建设与经营；港口配套仓储及工业设施建设与经营等。公司的主要产品或提供的劳务：高速公路收 费、港口货物装卸运输、仓储及其他服务。 2、公司的主要业务包括：投资港口货物装卸与运输业务，码头建设工程管理，收费高速公路经营管 理，海关监管仓和其他港口配套仓储经营。公司从事的港口行业属于国民经济基础产业，行业的发展水 平与国家及区域经济贸易发展状况密切相关。在"双循环"新发展格局下，港口作为连接国内与国际的交 通枢纽，具备放大汇聚物流、资金、贸易、数据的价值；港口主业与以港口为核心的港口供应链成为连 接国内国际两个市场的重要手段。 3、公司实际控制人为深圳市人民政府国有资产监督管理委员会。 4、深圳企业 ...

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, with significant potential for growth due to its strategic location and the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2][6]. Company Overview - Shenzhen Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, and the construction and operation of port-related transportation facilities [2][6]. - The company is primarily engaged in port cargo handling and transportation, terminal construction project management, and management of toll highways, customs supervision warehouses, and other port-related storage operations [2][6]. - The company is controlled by the Shenzhen Municipal Government's State-owned Assets Supervision and Administration Commission [2]. Financial Performance - As of September 30, 2025, Yantian Port achieved operating revenue of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, up 6.66% year-on-year [7]. - The company has distributed a total of 7.458 billion yuan in dividends since its A-share listing, with 2.015 billion yuan distributed in the last three years [8]. Market Position and Trends - Yantian Port is one of the highest single-port container throughput terminals globally and is expected to benefit from the development of the Greater Bay Area [2]. - The company holds a 35% stake in Caofeidian Port Group Co., Ltd., which positions it to benefit from the development of the Xiong'an New Area [2]. Shareholder Information - As of September 30, 2025, the number of shareholders reached 71,800, an increase of 10.42% from the previous period, with an average of 44,079 circulating shares per person, a decrease of 9.44% [7].

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a major player in the port services industry, focusing on integrated port operations and benefiting from various strategic initiatives such as state-owned enterprise reforms and regional development projects like Xiong'an New Area and Beijing-Tianjin-Hebei integration [2][7]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Hebei Province and provides comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7]. - It operates the largest public bulk cargo terminal globally and was the largest public coal terminal from 2013 to 2015 [2][7]. Financial Performance - For the period from January to September 2025, Qinhuangdao Port achieved a revenue of 5.212 billion yuan, representing a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% year-on-year [8]. - The company's revenue composition includes 66.61% from coal and related services, 21.36% from metal ores, and smaller contributions from other services [7]. Shareholder Activity - In the past year, Changcheng Life Insurance Co., Ltd. acquired a stake in Qinhuangdao Port, holding 5.00% of the total shares [3]. Market Activity - On December 2, the stock price of Qinhuangdao Port increased by 0.56%, with a trading volume of 78.0553 million yuan and a turnover rate of 0.46%, leading to a total market capitalization of 19.947 billion yuan [1].

Core Viewpoint - The stock of Beijing Urban Construction Development Co., Ltd. has shown fluctuations with a recent increase of 2.13%, while the company has experienced a year-to-date decline of 5.15% in its stock price [1] Financial Performance - For the period from January to September 2025, the company reported a revenue of 19.31 billion yuan, representing a year-on-year growth of 64.20%, and a net profit attributable to shareholders of 765 million yuan, which is a 40.24% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 5.243 billion yuan, with 519 million yuan distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.74% to 47,600, while the average number of circulating shares per person increased by 1.77% to 43,583 shares [2] - The top ten circulating shareholders include notable entities such as Southern CSI Real Estate ETF and Hong Kong Central Clearing Limited, with some shareholders reducing their holdings [3]

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a major player in the port services industry, focusing on integrated port operations and benefiting from various national initiatives such as state-owned enterprise reform and regional integration [2][7]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Hebei Province and provides comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7]. - It is recognized as the world's largest public bulk cargo terminal operator, with its port being the largest public coal terminal globally from 2013 to 2015 [2][7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.212 billion yuan, representing a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% year-on-year [8]. - The company's main revenue sources include coal and related services (66.61%), metal ores and related services (21.36%), and other miscellaneous services [7]. Shareholder Activity - In the past year, Great Wall Life Insurance Co., Ltd. has acquired a stake in the company, holding 5.00% of the total share capital [3]. Market Activity - On December 1, the stock price of Qinhuangdao Port increased by 0.57%, with a trading volume of 66.9951 million yuan and a turnover rate of 0.40%, leading to a total market capitalization of 19.835 billion yuan [1].

Core Points - Changjiang Securities' stock price increased by 2.02% on December 1, reaching 8.10 CNY per share, with a total market capitalization of 44.794 billion CNY [1] - The company has seen a year-to-date stock price increase of 21.44%, but a decline of 6.79% over the past 20 days [1] Financial Performance - For the period from January to September 2025, Changjiang Securities reported a net profit of 3.373 billion CNY, representing a year-on-year growth of 135.20% [2] - The company has distributed a total of 13.677 billion CNY in dividends since its A-share listing, with 2.157 billion CNY distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.97% to 160,000, while the average number of circulating shares per person increased by 2.01% to 34,571 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Guotai CSI All-Index Securities Company ETF, with significant changes in their holdings [3]