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午评:港股恒指涨0.18% 科指跌0.42% 黄金股普涨 锂电池板块走强 诺比侃首日涨超338%
Xin Lang Cai Jing· 2025-12-23 04:02
12月23日消息,港股三大指数涨跌不一。截至午间收盘,恒生指数涨0.18%,报25848.99点,恒生科技 指数跌0.42%,国企指数涨0.11%。盘面上,科网股涨跌不一,京东、联想涨近1%,快手跌超3%,小 米、腾讯跌超1%;风电股涨幅居前,东方电气涨超5%;黄金股延续涨势,山东黄金涨超5%;锂电池板 块涨幅居前,赣锋锂业涨超4%;今日翰思艾泰、轻松健康、诺比侃上市 | 代码 | 名称 | | 最新价 涨跌幅 > | | | --- | --- | --- | --- | --- | | 01072 | 东方电气 | 0 | 25.260 5.34% | | | 00658 | 中国高速传动 | | 1.500 1.35% | | | 00579 | 京能清洁能源 | | 2.360 | 1.29% | | 00916 | 龙源电力 | | 6.770 1.20% | | | 02208 | 全风科技 | | 13.910 0.72% | | 黄金股延续涨势,山东黄金涨超5%。亚洲早盘,现货黄金涨超1%,最高至4490.88美元/盎司,续创历 史新高。摩根大通指出,关税不确定性,叠加ETF与各国央行的强劲需 ...
雅化集团(002497):Q2锂价下行拖累公司业绩 看好公司长期成长
Xin Lang Cai Jing· 2025-08-22 10:35
Group 1: Financial Performance - In H1 2025, the company achieved revenue of 3.423 billion yuan, a year-on-year decrease of 13.04%, while the net profit attributable to shareholders was 136 million yuan, an increase of 32.87% [1] - In Q2 2025, the company reported revenue of 1.886 billion yuan, a year-on-year decrease of 9.50% and a quarter-on-quarter increase of 22.70%. The net profit attributable to shareholders was 53 million yuan, a year-on-year decrease of 38.90% and a quarter-on-quarter decrease of 35.36% [1] - The company has adjusted its profit forecasts for 2025-2027, expecting net profits of 580 million yuan, 870 million yuan, and 1.202 billion yuan respectively, with corresponding EPS of 0.50 yuan, 0.75 yuan, and 1.04 yuan [1] Group 2: Business Segments - The company's civil explosives business generated revenue of 1.465 billion yuan in H1 2025, with a year-on-year increase of 3.7% and a net profit of 253 million yuan, up 2.4% year-on-year [2] - The company holds a market share of nearly 5% in industrial explosives and over 11% in electronic detonators, with significant production bases in Inner Mongolia, Shanxi, and Sichuan [2] - The lithium business reported revenue of 1.764 billion yuan in H1 2025, but incurred a net loss of 127 million yuan due to low lithium prices [3] Group 3: Market Outlook - The company is optimistic about long-term growth potential, driven by the recovery of lithium prices, increased self-sufficiency in lithium concentrate, and ongoing expansion in overseas markets for civil explosives [1][2] - The company is expected to produce 280,000 tons of lithium concentrate in 2025 and 350,000 tons in 2026, enhancing its self-supply capabilities [3] - The company has made strategic acquisitions in overseas markets, including New Zealand, Australia, and Zimbabwe, which are anticipated to contribute to future revenue growth [2]