IDC概念(数据中心)

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科创新源涨2.11%,成交额1.14亿元,主力资金净流出361.68万元
Xin Lang Cai Jing· 2025-10-10 02:16
10月10日,科创新源盘中上涨2.11%,截至10:02,报44.57元/股,成交1.14亿元,换手率2.17%,总市值 56.35亿元。 资金流向方面,主力资金净流出361.68万元,特大单买入250.73万元,占比2.21%,卖出354.33万元,占 比3.12%;大单买入2058.35万元,占比18.11%,卖出2316.44万元,占比20.38%。 科创新源今年以来股价涨107.01%,近5个交易日跌7.22%,近20日跌0.34%,近60日涨55.19%。 今年以来科创新源已经1次登上龙虎榜,最近一次登上龙虎榜为8月6日,当日龙虎榜净买入2798.45万 元;买入总计1.90亿元 ,占总成交额比14.14%;卖出总计1.62亿元 ,占总成交额比12.06%。 资料显示,深圳科创新源新材料股份有限公司位于广东省深圳市光明区新湖街道同富裕工业园富川科技 工业园2号、3号厂房,成立日期2008年1月10日,上市日期2017年12月8日,公司主营业务涉及从事高性 能特种橡胶密封材料的研发、生产和销售,并为客户提供高端的防水、绝缘、防火、密封等一站式综合 解决方案。主营业务收入构成为:散热金属结构件56.03 ...
大元泵业跌2.00%,成交额3.61亿元,主力资金净流出3093.29万元
Xin Lang Zheng Quan· 2025-09-30 06:40
大元泵业所属申万行业为:机械设备-通用设备-其他通用设备。所属概念板块包括:IDC概念(数据中 心)、专精特新、液冷概念、水利建设、热泵概念等。 9月30日,大元泵业盘中下跌2.00%,截至14:29,报47.45元/股,成交3.61亿元,换手率4.03%,总市值 88.52亿元。 资金流向方面,主力资金净流出3093.29万元,特大单买入1270.25万元,占比3.52%,卖出3461.46万 元,占比9.60%;大单买入5809.19万元,占比16.11%,卖出6711.28万元,占比18.62%。 大元泵业今年以来股价涨139.04%,近5个交易日跌14.40%,近20日跌1.04%,近60日涨107.30%。 今年以来大元泵业已经10次登上龙虎榜,最近一次登上龙虎榜为9月26日,当日龙虎榜净买入1380.38万 元;买入总计7230.27万元 ,占总成交额比7.80%;卖出总计5849.90万元 ,占总成交额比6.31%。 资料显示,浙江大元泵业股份有限公司位于浙江省台州市温岭市泽国镇西城路689号,成立日期1998年1 月7日,上市日期2017年7月11日,公司主营业务涉及各类泵的研发、生产和销售。 ...
数据港跌2.01%,成交额14.99亿元,主力资金净流出1.61亿元
Xin Lang Zheng Quan· 2025-09-30 05:42
9月30日,数据港盘中下跌2.01%,截至13:34,报36.60元/股,成交14.99亿元,换手率5.62%,总市值 262.93亿元。 资金流向方面,主力资金净流出1.61亿元,特大单买入4434.19万元,占比2.96%,卖出1.32亿元,占比 8.81%;大单买入2.63亿元,占比17.53%,卖出3.36亿元,占比22.43%。 数据港所属申万行业为:通信-通信服务-通信应用增值服务。所属概念板块包括:新基建、IDC概念 (数据中心)、东数西算、基金重仓、云计算等。 截至6月30日,数据港股东户数11.51万,较上期减少22.19%;人均流通股6239股,较上期增加54.23%。 2025年1月-6月,数据港实现营业收入8.11亿元,同比增长4.13%;归母净利润8495.86万元,同比增长 20.37%。 分红方面,数据港A股上市后累计派现1.87亿元。近三年,累计派现9188.25万元。 机构持仓方面,截止2025年6月30日,数据港十大流通股东中,香港中央结算有限公司位居第三大流通 股东,持股704.16万股,相比上期减少25.33万股。南方中证1000ETF(512100)位居第四大流通股东 ...
仕佳光子涨2.01%,成交额7.76亿元,主力资金净流出6223.12万元
Xin Lang Cai Jing· 2025-09-29 03:16
Core Viewpoint - The stock of Shijia Photon has shown significant volatility, with a year-to-date increase of 342.23%, but recent declines in the short term raise questions about future performance [1][2]. Group 1: Stock Performance - As of September 29, Shijia Photon shares rose by 2.01% to 72.22 CNY per share, with a trading volume of 7.76 billion CNY and a turnover rate of 2.39%, resulting in a total market capitalization of 331.35 billion CNY [1]. - Year-to-date, the stock has increased by 342.23%, but it has experienced a decline of 7.43% over the last five trading days and 13.50% over the last 20 days [1]. - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) five times this year, with the most recent appearance on April 25, where it recorded a net purchase of 41.81 million CNY [1]. Group 2: Company Overview - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, is located in Hebi City, Henan Province, and specializes in optical chips and devices, indoor optical cables, and cable materials [2]. - The company's revenue composition includes 70.52% from optical chips and devices, 15.11% from indoor optical cables, and 12.66% from polymer cable materials [2]. - As of June 30, the number of shareholders increased by 5.31% to 24,800, with an average of 18,470 circulating shares per shareholder, a decrease of 5.04% [2]. Group 3: Financial Performance - For the first half of 2025, Shijia Photon reported a revenue of 999.3 million CNY, representing a year-on-year growth of 121.12%, and a net profit attributable to shareholders of 217 million CNY, reflecting a staggering growth of 1712.00% [2]. - The company has distributed a total of 77.34 million CNY in dividends since its A-share listing, with 49.81 million CNY distributed over the past three years [3]. Group 4: Shareholder Composition - As of June 30, 2025, notable new institutional shareholders include Hong Kong Central Clearing Limited, holding 13.55 million shares, and two mutual funds, with holdings of 6.08 million and 3.57 million shares respectively [3].
大元泵业涨2.03%,成交额2.12亿元,主力资金净流入1427.39万元
Xin Lang Cai Jing· 2025-09-29 03:01
9月29日,大元泵业盘中上涨2.03%,截至10:38,报48.29元/股,成交2.12亿元,换手率2.39%,总市值 90.08亿元。 资金流向方面,主力资金净流入1427.39万元,特大单买入1184.16万元,占比5.58%,卖出789.64万元, 占比3.72%;大单买入4552.00万元,占比21.45%,卖出3519.12万元,占比16.58%。 大元泵业今年以来股价涨143.27%,近5个交易日跌8.45%,近20日跌8.71%,近60日涨116.26%。 资料显示,浙江大元泵业股份有限公司位于浙江省台州市温岭市泽国镇西城路689号,成立日期1998年1 月7日,上市日期2017年7月11日,公司主营业务涉及各类泵的研发、生产和销售。主营业务收入构成 为:销售商品99.99%,租赁收入0.01%。 大元泵业所属申万行业为:机械设备-通用设备-其他通用设备。所属概念板块包括:IDC概念(数据中 心)、专精特新、液冷概念、水利建设、热泵概念等。 截至6月30日,大元泵业股东户数1.00万,较上期减少1.24%;人均流通股16396股,较上期增加1.25%。 2025年1月-6月,大元泵业实现营业收入 ...
数据港涨2.17%,成交额9.72亿元,主力资金净流入7731.35万元
Xin Lang Cai Jing· 2025-09-26 01:54
Core Viewpoint - Data Port's stock price has shown significant growth this year, with a year-to-date increase of 112.75% and a recent surge of 20.25% over the past 20 days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Data Port reported a revenue of 8.11 billion yuan, reflecting a year-on-year growth of 4.13%. The net profit attributable to shareholders was 849.59 million yuan, marking a 20.37% increase compared to the previous year [2]. - Since its A-share listing, Data Port has distributed a total of 1.87 billion yuan in dividends, with 91.88 million yuan distributed over the last three years [3]. Stock Market Activity - On September 26, Data Port's stock rose by 2.17%, reaching 40.08 yuan per share, with a trading volume of 9.72 billion yuan and a turnover rate of 3.45%. The total market capitalization stood at 28.793 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent occurrence on September 4, where it recorded a net buy of -157 million yuan [1]. Shareholder Structure - As of June 30, 2025, Data Port had 115,100 shareholders, a decrease of 22.19% from the previous period. The average number of circulating shares per shareholder increased by 54.23% to 6,239 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 7.0416 million shares, a decrease of 253,300 shares from the previous period [3].
美利云涨2.04%,成交额1.97亿元,主力资金净流入202.14万元
Xin Lang Cai Jing· 2025-09-24 06:39
Company Overview - Meili Cloud's stock price increased by 2.04% on September 24, reaching 12.48 CNY per share, with a trading volume of 197 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 8.677 billion CNY [1] - The company has seen a year-to-date stock price increase of 9.00%, but has experienced a decline of 2.35% over the last five trading days, 14.64% over the last twenty days, and 4.00% over the last sixty days [1] - Meili Cloud has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on June 6, where it recorded a net buy of 69.1213 million CNY [1] Financial Performance - For the first half of 2025, Meili Cloud reported operating revenue of 174 million CNY, a year-on-year decrease of 64.73%, while the net profit attributable to shareholders was 19.8849 million CNY, a significant increase of 660.77% [2] - Cumulative cash dividends since the company's A-share listing amount to 59.484 million CNY, with no dividends distributed in the past three years [3] Shareholder Information - As of June 30, 2025, Meili Cloud had 92,900 shareholders, a decrease of 1.02% from the previous period, with an average of 7,487 circulating shares per shareholder, an increase of 1.03% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 1.8738 million shares, a decrease of 5.767 million shares compared to the previous period [3] Industry Classification - Meili Cloud is classified under the Shenwan industry as part of the Computer-IT Services II-IT Services III sector, with concepts including state-owned cloud, small-cap, big data, margin financing, and IDC (data center) [2]
兆龙互连涨4.70%,成交额13.83亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 08:19
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in its stock performance and revenue, driven by its product offerings in high-speed data cables and optical products, as well as benefiting from the depreciation of the RMB [1][3]. Group 1: Company Performance - On September 23, Zhaolong Interconnect's stock rose by 4.70%, with a trading volume of 1.383 billion yuan and a turnover rate of 8.86%, bringing its total market capitalization to 19.641 billion yuan [1]. - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, which is a 50.30% increase compared to the previous year [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: Product and Market Insights - The company specializes in high-speed components, including DAC products used in large data center switches and servers, with successful development of 800G transmission speed cables [2]. - Zhaolong Interconnect's optical products include fiber 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 that meet the new transmission demands of the 5G era [2]. - As of the 2024 annual report, overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3]. Group 3: Technical and Market Position - The average trading cost of the stock is 57.74 yuan, indicating recent accumulation, although the strength of this accumulation is not strong; the stock is approaching a resistance level of 64.00 yuan [6]. - The stock's main funds have seen a net inflow of 100 million yuan today, ranking 7th in its industry, with a total of 2.53 billion yuan in main fund transactions, accounting for 7.94% of total trading volume [4][5].
伊戈尔跌2.02%,成交额1.63亿元,主力资金净流出87.49万元
Xin Lang Cai Jing· 2025-09-23 02:43
9月23日,伊戈尔盘中下跌2.02%,截至10:24,报20.84元/股,成交1.63亿元,换手率2.03%,总市值 88.17亿元。 资金流向方面,主力资金净流出87.49万元,特大单买入224.17万元,占比1.38%,卖出627.72万元,占 比3.85%;大单买入4214.75万元,占比25.88%,卖出3898.69万元,占比23.93%。 伊戈尔今年以来股价涨18.94%,近5个交易日跌1.51%,近20日跌0.14%,近60日涨32.49%。 资料显示,伊戈尔电气股份有限公司位于广东省佛山市顺德区北滘镇环镇东路4号,成立日期1999年10 月15日,上市日期2017年12月29日,公司主营业务涉及消费及工业领域用电源及电源组件产品的研发、 生产及销售。主营业务收入构成为:能源产品74.43%,照明产品17.73%,其他产品7.84%。 伊戈尔所属申万行业为:电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括:IDC概念(数据中心)、 IDC电源、融资融券、华为概念、快充概念等。 截至9月10日,伊戈尔股东户数2.91万,较上期减少4.78%;人均流通股12872股,较上期增加5.02%。 2025年 ...
东田微跌2.05%,成交额1.66亿元,主力资金净流出131.16万元
Xin Lang Cai Jing· 2025-09-23 02:00
Core Viewpoint - Dongtian Micro's stock has shown significant growth this year, with a year-to-date increase of 100.28% and a recent surge of 34.06% over the past 20 days, indicating strong market interest and performance [1]. Financial Performance - For the first half of 2025, Dongtian Micro reported a revenue of 376 million yuan, representing a year-on-year growth of 42.29%. The net profit attributable to shareholders was 50.68 million yuan, reflecting a substantial increase of 107.35% [2]. - Since its A-share listing, Dongtian Micro has distributed a total of 20 million yuan in dividends [3]. Shareholder and Market Activity - As of August 8, 2025, the number of shareholders for Dongtian Micro decreased by 13.26% to 19,000, while the average circulating shares per person increased by 15.29% to 3,083 shares [2]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on August 28 [1]. Company Overview - Dongtian Micro, established on July 24, 2009, and listed on May 24, 2022, specializes in the research, production, and sales of precision optical film components. Its main revenue sources include imaging optical components (66.83%) and communication optical components (28.71%) [1]. - The company operates within the electronic industry, specifically in the optical components sector, and is associated with concepts such as LiDAR, CPO, optical communication, F5G, and data centers [1]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund held 1.4991 million shares, a decrease of 26.45 million shares from the previous period. Additionally, Bosera Value Selection Fund has exited the top ten circulating shareholders list [3].