炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ | | | 1.12上市公司盘后增持情况 | | --- | --- | --- | | 1 | 恒实科技 | 控股股东新基集团拟增持1.5%-3%公司股份 | | 2 | 奥锐特 | 拟调整回购股份价格上限至不超过35元/股 | | | | 1.12上市公司盘后减持情况 | | 1 | 立中集团 | 五高管计划减持不超过0.0642%公司股份 | | 2 | 钧达股份 | 第二大股东、控股股东锦迪科技拟减持不超3%公司股份 | | 3 | 南兴股份 | 截至1月12日控股股东南兴投资合计减持366.9万股 | | 4 | 航天 程 | 股东减持计划尚未实施完毕 | | 5 | 中国核建 | 第二大股东1月7日至9日减持786.66万股 持股比例降至10% | | 6 | 天银机电 | 第一大股东澜海瑞兴1月12日合计减持公司股票124.53万股 | | 7 | 信维通信 | 实际控制人、董事长、总经理彭浩拟减持不超1%股份 | | 8 | 航天发展 | 控股股东和第四大股东于股票交易严重异常波动期间减持 | | 9 | 天孚通信 | ...

长江潮涌，激荡着江南大地的创新脉搏；娄江东畔，一座绿色智造高地正绽放蓬勃生机。 作为国家级绿色工业园区，太仓高新技术产业开发区以"绿色"为底色，以"创新"为画笔，将产业升级的硬核实力 与生态保护的民生温度融为一体，交出了一份产业与生态共生共荣的高质量答卷。 遍地开花 企业向绿色化转型 走进太仓高新区的企业车间，绿色发展的脉动无处不在。在兹韦克罗睿测试技术（太仓）有限公司，智能监控屏 上跳动的碳排放数据格外醒目。这家德国"隐形冠军"的在华唯一生产基地，凭借精准碳核算与定制化减排方案， 摘下TüV南德PAS2060碳中和认证，成为太仓首家实现碳中和的制造企业。"碳中和不是成本负担，而是企业参与 全球竞争的'绿色通行证'。"企业相关负责人的话语，道出了高新区众多企业的转型共识。 这样的绿色实践，在太仓高新区遍地开花。 一批批龙头企业"带头"转型，发挥示范带动效应，传统制造的"黑色印记"，早已被绿色转型的"清新底色"悄然替 换。 在联合利华和路雪太仓工厂，这座全球冰淇淋行业首个"灯塔工厂"里，5G物联网与AI模型默契配合，让生产线实 现"关灯运行"； 舍弗勒的两款轮毂轴承产品除了在采购端使用低碳排绿钢作为原材料、在生 ...

于持有的股民来说，不要太开心了，谁都想要这样的涨停股，可现实却是市场上有5千多只股票，很难 抓住这样大涨的个股，只剩下一堆旁观者羡慕的眼光！ 周一的大盘再掀热潮，强势收红，日线图上赫然拉出令人瞠目的"12连阳"！这一波凌厉涨势，不仅让新 手投资者目瞪口呆，就连久经沙场的老股民也直呼"罕见"。要知道，在A股历史上，连续12个交易日收 阳的行情屈指可数，堪称牛市情绪的集中爆发。市场做多热情高涨，板块轮动有序，资金面与政策面共 振，共同推升指数节节攀升。 然而，有趣的是，即便面对如此强劲的上涨，市场上仍不乏唱空声音。部分投资者坚持认为当前估值偏 高、技术面超买，担心回调一触即发。但历史经验告诉我们，股市的情绪往往具有周期性——那些眼下 对"12连阳"嗤之以鼻的人，很可能在大盘冲上4500点时又转为乐观，追高入场。这正是市场轮回的微妙 之处：恐惧与贪婪交替上演，理性常被情绪裹挟。若真无人在高位看多，那所谓的"牛熊转换"和"周期 律动"恐怕也就失去了根基。 先来看下对下一个交易日有预判作用的"神器"——中信期货在股指期货主连上的增减持情况。它在沪深 300股指期货上多单方面减仓56手，空单方面减仓53手，给出了"偏空" ...

党的二十届四中全会聚焦高质量发展、科技创新、区域协调等战略任务，为资本市场服务中国式现代化 指明了方向。《江苏省上市公司发展报告（2025）》正式发布，全景式展现江苏上市公司的综合实力和 发展新貌，正是对全会精神的生动践行。 报告以2024年全省696家上市公司为核心样本，创新构建了"整体—市场—产业—区域"四维结构化分析 框架，设置总篇、资本市场赋能篇、产业发展赋能篇、区域发展赋能篇四大专题，生动呈现江苏上市公 司发展态势，全面分析上市公司总体状况、监管体系与治理效能，展现了"江苏板块"规模稳居全国前 列、创新动能强劲、治理水平提升的总体特征。 四大专题板块的深度分析 报告四大专题板块各有侧重、互为支撑，形成了全方位的分析体系。 总篇作为总览章节，从基本情况、经营业绩、ESG实践、公司治理、社会贡献等七大维度，立体刻画了 上市公司发展基本面。 资本市场赋能篇聚焦融资渠道、并购整合、股权激励和科技型企业创新发展表现等，解析资本聚合创新 要素、赋能上市公司高质量发展路径。 2025年12月29日下午，《江苏省上市公司发展报告（2025）》在南京正式发布。发布会上，来自省内上 市公司、证券公司和行业协会、高等院校 ...

Core Viewpoint - The A-share market showed a strong upward trend in early trading, with significant gains in various sectors, particularly retail and education, while some sectors like precious metals and insurance experienced declines [1] Market Performance - The Shanghai Composite Index closed at 3899.31 points, up by 0.59% - The Shenzhen Component Index closed at 13175.13 points, up by 0.93% - The ChiNext Index closed at 3137.73 points, up by 0.99% [1] Sector Performance Top Gaining Sectors - Retail sector increased by 6.68%, with a total trading volume of 5,079.38 million hands and a total transaction amount of 387.38 billion - Packaging and printing sector rose by 2.92%, with a trading volume of 864.04 million hands and a transaction amount of 98.72 billion - Kitchen and bathroom appliances sector grew by 2.72%, with a trading volume of 75.01 million hands and a transaction amount of 7.71 billion - Education sector saw an increase of 2.66%, with a trading volume of 378.87 million hands and a transaction amount of 21.62 billion [2] Top Declining Sectors - Real estate sector decreased by 1.06%, with a trading volume of 240.59 million hands and a transaction amount of 48.07 billion - Insurance sector fell by 0.17%, with a trading volume of 117.86 million hands and a transaction amount of 48.96 billion - Film and television sector declined by 0.10%, with a trading volume of 572.94 million hands and a transaction amount of 49.62 billion [2]

Core Insights - Leggett & Platt's Q3 2025 earnings report showed a sales decline of 6% year over year to $1.04 billion, although it exceeded the Zacks Consensus Estimate by 1.2% [2] - Adjusted EPS of 29 cents missed estimates by 3.3% and fell 9% year over year, primarily due to volume declines, despite some support from metal margin expansion [3] - The company reaffirmed its 2025 guidance, projecting sales between $4 billion and $4.1 billion, reflecting a year-over-year decline of 6-9% [8] Financial Performance - Sales in the Bedding Products segment fell 10%, with a 13% volume drop, but adjusted EBIT margin improved by 220 basis points to 6.6% due to metal margin expansion [4] - Specialized Products saw a 7% sales decline, with organic sales down 2%, while the adjusted EBIT margin slightly increased to 9.7% [4] - Gross profit was $194 million, down 3% year over year, with gross margin remaining flat; adjusted EBIT was $73 million, down 4% year over year, but adjusted EBIT margin rose by 10 basis points to 7.0% [6] Balance Sheet & Cash Flow - At the end of Q3, the company had $461 million in cash and $974 million in total liquidity, with long-term debt at $1.5 billion, down $296 million sequentially [7] - Operating cash flow improved to $126 million, up 32% year over year, driven by better working capital management [7] Market Position & Outlook - Leggett & Platt has a subpar Growth Score of D and a Momentum Score of F, but a strong Value Score of A, placing it in the top quintile for value investors [9] - The company holds a Zacks Rank 3 (Hold), indicating an expectation of an in-line return from the stock in the coming months [10]

Strategy Overview - The report focuses on the industry rotation ETF strategy, recommending a portfolio based on industry and thematic ETFs, with an emphasis on quantitative analysis of industry style continuation and switching [2][3]. Recommended Sectors and Products - For the week of November 17, 2025, the model recommends increasing allocations to sectors such as communication equipment, consumer electronics, and real estate development. New additions include real estate ETF, consumer electronics ETF, and gaming ETF, while continuing to hold communication ETF and VRETF [2][3]. Performance Tracking - From November 10 to November 14, 2025, the strategy recorded a cumulative net return of approximately -2.23%, with an excess return of -1.11% compared to the CSI 300 ETF. Since October 14, 2024, the cumulative return of the strategy is about 22.80%, with an excess return of 0.64% relative to the CSI 300 ETF [2][3][11].

Group 1 - The core viewpoint of the articles highlights the recognition of seven listed companies in Guangxi for their high-quality information disclosure, achieving the highest rating of A-level, which represents a significant increase from the previous year [1] - The seven companies that received the A-level rating include Liugong, Beibu Gulf Port, Guohai Securities, Guilin Sanjin, Guiguan Electric Power, Liuyao Co., and Huayuan Co., with Guilin Sanjin achieving this rating for 13 consecutive years [1] - The improvement in information disclosure quality is seen as a benchmark for Guangxi's capital market, emphasizing the importance of transparency and compliance in fostering investor trust [1] Group 2 - The China Listed Companies Association recently announced the results of the 2025 internal control best practice case collection, with two companies from Guangxi recognized for their exemplary practices [2] - Guangxi Fenglin Wood Industry Group's submission on the intelligent internal control system based on "Beidou + Big Data + AI" was selected as a best practice case, while Beibu Gulf Port's submission on internal control for efficient operations was recognized as an excellent case [2] - The initiative aims to enhance corporate compliance and risk prevention, contributing to the establishment of a "Chinese model" for internal control practices [2]

Core Insights - Shenzhen Moshi Technology Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The company is involved in a wide range of business activities including electronic product sales, home goods manufacturing, and automotive parts manufacturing [1] Company Overview - The legal representative of the company is Yan Xianggang [1] - The general business scope includes sales and manufacturing of various products such as home appliances, furniture, toys, and sports equipment [1] - The company does not have any licensed business projects [1]

Market Overview - The A-share market saw a majority of major indices decline today, with the Shanghai Composite Index down by 0.25% closing at 3997.56 points, the Shenzhen Component down by 0.36% at 13404.06 points, and the ChiNext Index down by 0.51% at 3208.21 points. The total market saw 2099 stocks rise while 3155 stocks fell, with a total trading volume of 199.91 billion yuan, a decrease of 56.2 billion yuan from the previous trading day [1][12]. Industry Performance - Among the Shenwan first-level industries, the leading sectors included basic chemicals, comprehensive, petroleum and petrochemicals, building materials, and electric equipment, with respective gains of 2.39%, 1.45%, 1.38%, 1.22%, and 1.01%. Conversely, the computer, electronics, home appliances, automotive, and media sectors experienced declines, with losses of 1.83%, 1.34%, 1.17%, 1.16%, and 0.87% respectively [1][12]. Concept Sectors - The top-performing concept sectors today included lithium battery electrolyte, lithium iron phosphate batteries, titanium dioxide, power batteries, lithium mines, and chemical raw materials. Other notable sectors that performed well were new materials and photovoltaic rooftops [2][11].