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英华特涨6.08%,成交额1.37亿元,今日主力净流入1251.85万
Xin Lang Cai Jing· 2025-10-09 07:32
4、根据公司招股说明书:公司中温冷藏、低温冷冻(带喷气增焓)、低温冷冻(带喷液)产品应用于 冷藏车、冷链物流车辆。 5、公司招股书:公司以涡旋压缩机的国产化为己任,专注于提供节能高效、可靠性高、噪音低的涡旋 式压缩机及其应用技术的研制开发、生产销售及售前售后服务。 2022年,受地缘政治等因素影响,俄 罗斯地区的订单增加较多,同时,公司加大印度市场开拓力度,使得公司向俄罗斯、印度出口收入明显 增加。 2022年前五大出口国家为俄罗斯、巴西、印度、斯洛伐克和美国,合计销售金额占外销收入比 为 80.16%。 (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) 来源:新浪证券-红岸工作室 10月9日,英华特涨6.08%,成交额1.37亿元,换手率8.42%,总市值30.82亿元。 异动分析 空气能热泵+专精特新+汽车热管理+冷链物流+中俄贸易概念 1、根据招股说明书:公司主要从事涡旋压缩机的研发、生产和销售,目前产品主要运用于热泵、商用 空调、冷冻冷藏设备等制冷(制热)设备。 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 ...
罗牛山跌2.03%,成交额4483.46万元,主力资金净流出395.00万元
Xin Lang Cai Jing· 2025-10-09 02:03
截至9月19日,罗牛山股东户数9.11万,较上期减少2.98%;人均流通股12633股,较上期增加3.07%。 2025年1月-6月,罗牛山实现营业收入10.84亿元,同比减少42.86%;归母净利润-671.71万元,同比减少 102.45%。 分红方面,罗牛山A股上市后累计派现2.00亿元。近三年,累计派现6909.08万元。 机构持仓方面,截止2025年6月30日,罗牛山十大流通股东中,国泰中证畜牧养殖ETF(159865)位居 第四大流通股东,持股1311.56万股,相比上期增加53.32万股。南方中证1000ETF(512100)位居第七 大流通股东,持股853.38万股,相比上期增加163.65万股。香港中央结算有限公司位居第九大流通股 东,持股669.29万股,相比上期增加16.99万股。华夏中证1000ETF(159845)位居第十大流通股东,持 股501.56万股,为新进股东。 责任编辑:小浪快报 罗牛山今年以来股价跌5.72%,近5个交易日跌1.11%,近20日涨2.12%,近60日涨1.29%。 资料显示,罗牛山股份有限公司位于海南省海口市美兰区国兴大道5号海南大厦农信楼12楼,成立日期 ...
12小时内交付市场!从田间到餐桌,冷链物流助力农货“锁鲜”
Sou Hu Cai Jing· 2025-09-30 14:36
首衡物流事业部总经理 于欣冶:运力调度系统沉淀了10万多辆相关的农副产品运力资源,每到这种"双节"保供阶段,我们都会将这些运力资源精准设置标 签和筛选。 (央视财经《天下财经》)国庆中秋假期临近,从田间到餐桌,农产品如何保鲜?来看记者在京津冀规模最大的农产品冷链物流枢纽的采访。 依托筛选出来的优质运力,再搭配市场近千条物流专线,链接起华北、东北、西北果蔬主产和主销城市的运输通道,可以覆盖13个省区市。 在首衡高碑店市场,物流装配区一早就忙碌起来,一箱箱新鲜蔬菜,果品礼盒被搬上冷藏车,商户和司机告诉记者,根据果蔬品类,发货目的地不同,他 们给每辆冷藏车设置了自己的"专属"温度。 最近几天,首衡高碑店市场每天进出场的物流车辆有一万多台。 首衡物流事业部总经理 于欣冶:这些区域的冷链车和运力资源是我们非常大的优势,300公里到500公里,甚至500公里到1000公里,我们要确保12个小时 之内能够到达市场交付。 转载请注明央视财经 编辑:潘煦 ...
从田间到餐桌全链条保障 双节“菜篮子”量足质优
农业农村部农情调度显示,9月中旬全国在田蔬菜面积10834万亩,同比增加160多万亩。辣椒、番茄、 黄瓜等主要蔬菜的日均供应量都在10万吨以上,能够满足国庆、中秋节日需求。 随着天气转冷,我国蔬菜供应产地逐步南移。黄淮海地区、长江流域和西南产区夏秋茬露地蔬菜迎来大 量上市。眼下,山东莘县的46万亩在田蔬菜进入丰产期。 山东省莘县五里屯果蔬种植专业合作社负责人 王延生:有橄榄、茄子、黄瓜、豆角等10多个品种,都 是基地自己种植的,每天订单是两万多斤。 随着节日临近,湖南各蔬菜种植基地的供应量明显增加,长沙县每天蔬菜供应量就超过900吨,较平常 增加10%。 湖南长沙县农业综合技术推广服务中心主任 易亚科:我们会精准预判市场的需求,把相关的信息精准 地推送给相关的农户以及种植主体,帮助他们进行市场的对接,以及做好相应的储备。 走访市场时记者发现,各地的商超也加大了进口产品的备货量,丰富消费者的餐桌。 浙江绍兴世纪联华新昌世贸广场店经理 曹树林:引进了比较多的品种,特别是像一些泰国的柚子、榴 莲,还有秘鲁的一些百香果、蓝莓,丰富于我们中秋国庆的整个市场的供应。 设施农业四季收获 新鲜蔬果水产直达餐桌 "菜篮子"产品 ...
盐田港跌0.23%,成交额5226.94万元,近5日主力净流入-4189.17万
Xin Lang Cai Jing· 2025-09-30 07:05
来源:新浪证券-红岸工作室 9月30日,盐田港跌0.23%,成交额5226.94万元,换手率0.37%,总市值230.34亿元。 异动分析 航运概念+统一大市场+冷链物流+粤港澳大湾区+深圳国企改革 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。 4、深圳企业,国企,主营港口业务,世界单港集装箱吞吐量最高的码头之一,市场对盐田港整体上市预期较 大,作为大湾区的主要港口之一,有望受益于大湾区的发展。 5、公司实际控制人为深圳市人民政府国有资产监督管 ...
罗牛山涨2.04%,成交额5519.69万元,主力资金净流入49.14万元
Xin Lang Cai Jing· 2025-09-30 02:26
资金流向方面,主力资金净流入49.14万元,特大单买入544.33万元,占比9.86%,卖出221.52万元,占 比4.01%;大单买入956.39万元,占比17.33%,卖出1230.05万元,占比22.28%。 9月30日,罗牛山盘中上涨2.04%,截至10:03,报6.49元/股,成交5519.69万元,换手率0.75%,总市值 74.73亿元。 罗牛山今年以来股价跌2.26%,近5个交易日涨4.17%,近20日涨3.34%,近60日涨4.17%。 资料显示,罗牛山股份有限公司位于海南省海口市美兰区国兴大道5号海南大厦农信楼12楼,成立日期 1987年12月19日,上市日期1997年6月11日,公司主营业务涉及生猪养殖和屠宰加工业务、冷链业务、 房地产业务和教育服务业务。主营业务收入构成为:畜牧业64.60%,农副食品加工业13.46%,教育业 7.73%,房地产业7.16%,仓储物流业4.05%,其他2.99%。 分红方面,罗牛山A股上市后累计派现2.00亿元。近三年,累计派现6909.08万元。 机构持仓方面,截止2025年6月30日,罗牛山十大流通股东中,国泰中证畜牧养殖ETF(159865)位居 ...
国家冷链物流骨干通道网络基本形成
Ren Min Ri Bao· 2025-09-29 19:57
Core Insights - The development of cold chain logistics in China is rapidly improving, with a focus on enhancing the efficiency of agricultural product distribution and meeting consumer demands [1][9] - A new batch of 19 national backbone cold chain logistics bases has been established, contributing to a more comprehensive cold chain logistics network across the country [2][9] Group 1: Cold Chain Logistics Bases - The newly established cold chain logistics bases are designed to meet the needs of consumer upgrades and improve the logistics network [2][3] - The Hangzhou cold chain logistics base features a dual-area model, with a total investment of 7.35 billion yuan and a cold storage capacity of 860,000 cubic meters [2][3] - The Cangzhou base benefits from its proximity to transportation hubs, enhancing the efficiency of cold chain product distribution [3][5] Group 2: Technological Innovations - The integration of IoT, 5G, and AI technologies allows for real-time tracking and management of inventory, significantly improving operational efficiency [6][7] - The use of automated systems and smart shelving in cold chain logistics bases enhances storage space utilization and product preservation [7][8] - Green and low-carbon practices are being implemented, such as the use of safer refrigerants and solar energy solutions [6][7] Group 3: Regional Development and Impact - The cold chain logistics network is expanding across various provinces, including Guizhou and Jilin, facilitating the efficient distribution of local agricultural products [8][9] - The Cangzhou base is positioned to support both domestic and international trade, enhancing the logistics capabilities for seafood, meat, and pharmaceuticals [5][8] - The overall improvement in cold chain logistics infrastructure addresses regional disparities and promotes a more organized and scalable logistics system [9]
中集车辆涨5.00%,成交额2.34亿元,近5日主力净流入2946.33万
Xin Lang Cai Jing· 2025-09-29 08:01
Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle sector, particularly known for its refrigerated trucks and semi-trailers, with a significant market presence globally [2][3]. Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer and a prominent producer of specialized vehicle bodies and refrigerated truck bodies in China [2][3]. - The company operates in seven major categories of semi-trailer production and sales, focusing on road logistics transportation [3][7]. - As of June 30, 2025, CIMC Vehicles reported a revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit of 403 million yuan, down 28.48% year-on-year [7][8]. Market Performance - On September 29, the stock price of CIMC Vehicles increased by 5.00%, with a trading volume of 234 million yuan and a market capitalization of 17.71 billion yuan [1]. - The stock has seen a net inflow of 22.67 million yuan from major investors, indicating a growing interest in the company [4][5]. Product and Innovation - The company has introduced hydrogen energy refrigerated truck bodies in response to customer demand, aligning with trends in sustainable transportation [3]. - CIMC Vehicles has signed a cooperation framework agreement with Huawei to enhance digital transformation and intelligent upgrades within the company [3]. Financial Metrics - The average trading cost of CIMC Vehicles' shares is 8.84 yuan, with the current stock price fluctuating between resistance at 9.78 yuan and support at 8.77 yuan [6].
北部湾港涨0.24%,成交额1.12亿元,今日主力净流入687.64万
Xin Lang Cai Jing· 2025-09-29 07:05
Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, benefiting from national policies and strategic initiatives such as the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Business Overview - The main business activities of the company include container and bulk cargo handling, storage, and port services [2]. - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in the southwestern coastal port group [3]. - The company has established itself as a significant logistics hub, facilitating the transformation of cargo from bulk to containerized shipping, thereby enhancing its integration with regional industries [2][3]. Financial Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3]. - For the first half of 2025, the company reported an operating income of 3.556 billion yuan, an increase of 11.50% year-on-year, while the net profit attributable to shareholders was 531 million yuan, a decrease of 15.70% [8]. Market Position and Strategy - The company is positioned as a vital gateway for international trade with ASEAN, supported by government policies aimed at enhancing port logistics development [3]. - The company emphasizes collaboration with customers and partners to expand its operations in port construction, logistics supply chain services, and cargo sourcing [2][3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 10.06% to 41,700, with an average of 44,476 shares held per shareholder, a decrease of 4.39% [8]. - The company has distributed a total of 2.842 billion yuan in dividends since its A-share listing, with 1.205 billion yuan distributed over the past three years [9].
晶雪节能涨2.06%,成交额1098.78万元
Xin Lang Cai Jing· 2025-09-29 02:18
Company Overview - Jiangsu Jinxue Energy Saving Technology Co., Ltd. is located in Wujin Economic Development Zone, Jiangsu, and was established on February 27, 1993. The company was listed on June 18, 2021 [1] - The main business involves the research, design, production, and sales of energy-saving insulation materials for cold storage and industrial building envelope systems, with metal-faced energy-saving insulation sandwich panels accounting for 89.88% of revenue [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 321 million yuan, a year-on-year decrease of 12.78%, and a net profit attributable to shareholders of 9.18 million yuan, down 39.33% year-on-year [1] - Cumulative cash dividends since the A-share listing amount to 75.6 million yuan, with 54 million yuan distributed over the past three years [2] Stock Performance - As of September 29, the stock price increased by 2.06% to 18.87 yuan per share, with a market capitalization of 2.038 billion yuan [1] - Year-to-date, the stock has declined by 19.26%, with a 1.36% drop over the last five trading days and a 3.38% decrease over the last 20 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 9,689, an increase of 1.15% from the previous period, with an average of 11,146 circulating shares per person, a decrease of 1.14% [1] - Among the top ten circulating shareholders, the Noan Multi-Strategy Mixed A fund is the sixth largest, holding 612,500 shares as a new shareholder [2]