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苏超的“草坪”7天7板,FIFA认证的“全球第二”却为何踢不进A股大门?
Sou Hu Cai Jing· 2025-06-11 14:51
据悉,青岛青禾是FIFA的合格供应商。为什么世界顶级的赛场,也没能将青岛青禾推进A股的大门? 自5月份苏超"开球"以来,热度一浪接一浪,不仅点燃了群众体育的热情,也燃起了资本的狂欢:数据显 示,截至6月11日,6月份足球概念累计上涨15.72%;来自江苏淮安的"草坪股",也就是A股的"草坪第一 股"共创草坪,更是拿下7天7板,6月份股价累计涨超80%。 从经营策略与财报表现来看,青岛青禾重规模"押注"海外的运营失控,债台高筑导致资金链压力畸高。叠 加技术护城河薄弱等因素,青岛青禾的规模"红利"没有为产品溢价带来支撑,导致近几年出现较大的利润 波动,难以符合主板对拟上市企业"经营业绩稳定"的要求。 然而,就在苏超强势"出圈",带着共创草坪在资本市场"起飞"的时候,全球规模第二的人造草坪企业青岛 青禾,却宣布登陆A股"失败"。近日,全球市占率第二大的人造草坪企业青岛青禾发布公告表示,撤回在 上交所主板上市的申请,终止了长达三年的IPO进程。 青岛青禾的业务几乎都在国外,生产基地主要在越南,之后还在墨西哥建厂。近年来,受劳动力成本上 升、安全问题频发等影响,青岛青禾海外产能的隐性成本推高,导致利润大打折扣。 据悉, ...
共创草坪股价狂飙逼近历史高点:业绩贡献有限,资金高位离场
Di Yi Cai Jing· 2025-06-11 12:59
Group 1 - The core viewpoint of the article highlights the unsustainable nature of the "Su Super" concept rally, as the fundamental support for the stock price of Gongchuang Turf is lacking [1][4] - Gongchuang Turf's stock price surged over 116% in the past month, driven by speculative trading rather than solid business fundamentals [2][4] - The company's sports turf business only accounts for 20.25% of its revenue, indicating a weak connection to the "Su Super" concept [1][4] Group 2 - The stock experienced extreme volatility, with a daily trading range exceeding 11% on June 11, showcasing the intense tug-of-war between bullish and bearish forces [2][3] - Recent trading data shows a significant increase in trading volume and turnover, with daily turnover reaching 9.92 billion yuan on June 11, a 27-fold increase compared to the previous month [2][3] - Institutional investors have begun to exit, with net sales exceeding 46 million yuan on June 9, signaling a potential shift in market sentiment [3][4] Group 3 - The company's main business is the research, development, manufacturing, and sales of artificial turf, with a significant portion of its revenue coming from international markets [4][7] - The domestic market's contribution to revenue is minimal, with only 11.09% of sales coming from domestic operations, further questioning the sustainability of the stock price rally [4][7] - Despite the hype surrounding the "Su Super" concept, the actual impact on Gongchuang Turf's performance is limited, as indicated by the company's own disclosures [1][8]
足球概念爆火,共创草坪狂飙7连板 公司:战略不会因“苏超”改变
Mei Ri Jing Ji Xin Wen· 2025-06-11 11:26
Core Viewpoint - The stock price of Global Turf (共创草坪) surged by 91.18% from May 30 to June 10, 2025, amid rising interest in the "Soochow Super League" concept, despite the company's low revenue contribution from sports turf products [1][4]. Company Performance - As of June 11, the market value of shares held by the controlling shareholder Wang Qiangxiang and his investment firm increased by over 5 billion yuan [3]. - The company reported that its domestic sports turf revenue accounts for only about 20% of total revenue, with domestic market contributions at approximately 11% [4][10]. Stock Trading Activity - During the stock price surge, the trading turnover rate remained low, with a rate of 3.08% on June 10 and an average of 2.26% during the surge period [5]. - Wang Qiangxiang and his family hold a significant stake of 89.65% in the company, which contributes to the low trading activity as they rarely trade their shares [8]. Industry Context - China accounts for over 60% of the global artificial turf production capacity, with Global Turf being the largest producer [9][10]. - The global demand for artificial turf was 393 million square meters in 2023, with sales reaching 3.219 billion euros, projected to grow to 4.141 billion euros by 2027, reflecting a compound annual growth rate of 6.50% [9]. Production Capacity and Challenges - Global Turf has five production bases, with a total production capacity of 116 million square meters of artificial turf as of the end of 2024 [12]. - The company is facing capacity bottlenecks and is planning expansions in Vietnam and Mexico to enhance production capabilities [11][15]. Environmental Initiatives - The company has developed recyclable turf products in response to industry challenges such as environmental concerns and is positioned to benefit from tightening environmental regulations [16].
“苏超”爆火,龙头股共创草坪连拉7板
6月10日,"苏超"概念股龙头共创草坪再度涨停,股价报44.2元,市值攀升至177.5亿元。这已是自5月30 日起,该股连续第七个交易日触及涨停,区间涨幅高达91.18%。 从年报数据可知,共创草坪虽以人造草坪为主营业务,但产品分为休闲草和运动草两大类。截至2024 年,共创草坪运动草营业收入仅为5.94亿元,在主营业务收入中占比约20%;而休闲草营业收入高达 20.52亿元,占比近70%。 此外,共创草坪的收入绝大部分来自国际市场。2024年,共创草坪国际市场实现销售收入26.16亿元, 同比增长21.02%,占营业收入的比重约89%,是公司业绩增长的核心驱动力。 由此可见,国内"苏超"的火爆对共创草坪短期内的业绩影响确实有限。但从长期来看,国内体育建设市 场仍存在巨大的增量空间,这对于共创草坪而言,是开拓国内市场、提升境内营收占比的良机。数据显 示,截至2024年底,全国人均体育场地面积为3.0平方米,仅为发达国家的1/5至1/6。 消息面上,江苏省城市足球联赛持续火爆,"苏超"相关概念股成为近期A股市场的关注焦点。据江苏省 体育局统计,目前江苏省城市足球联赛已吸引超过18万名球迷涌入各城市现场观赛。 6 ...
A股公告精选 | 大股东再出手 万科A(000002.SZ)获不超过30亿元借款
智通财经网· 2025-06-06 12:05
Group 1 - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 3 billion yuan to the company for repaying bond principal and interest [1] - The loan term will not exceed 36 months, with an interest rate based on the 1-year Loan Prime Rate (LPR) minus 66 basis points, currently at 2.34% [1] Group 2 - Gongchuang Turf's stock price has increased for five consecutive trading days, with a total rise of 58.00%, significantly deviating from the Shanghai Composite Index [2] - The company generates 88.62% of its revenue from overseas, and is closely monitoring the uncertain U.S. tariff policies [2] - In 2024, the revenue from leisure grass and sports grass is projected to be 2.052 billion yuan and 594 million yuan, accounting for 69.93% and 20.25% of main business revenue, respectively [2] Group 3 - Jinling Sports announced that some venues in the Scottish Premier League used the company's football competition equipment, but the impact on the company's performance is currently minimal [3] Group 4 - Filinger's stock has seen significant increases, but the completion of the control transfer remains uncertain, pending regulatory approval [4] - The company has not disclosed any major changes in its fundamentals [4] Group 5 - Huamai Technology's business is currently focused on communication infrastructure, including optical communication products and wireless communication network construction products [5] Group 6 - Longbai Group plans to repurchase shares worth 500 million to 1 billion yuan for employee stock ownership plans, with a maximum repurchase price of 24.82 yuan per share [6] Group 7 - Stone Technology intends to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder approval and regulatory approvals [7] Group 8 - ST Tianyu and its actual controller are under investigation by the CSRC for suspected information disclosure violations, but this will not significantly impact the company's operations [8][9] Group 9 - Honghui Fruits' controlling shareholder is planning a share transfer that may lead to a change in control, resulting in a temporary suspension of trading [10] Group 10 - Cambridge Technology's major shareholders plan to reduce their holdings by up to 8.0413 million shares, representing 3.00% of the total shares [11] Group 11 - Jialin Jie announced that its controlling shareholder's associates received administrative penalties unrelated to the company, which will not affect its daily operations [12] Group 12 - GAC Group reported a May automobile sales figure of 117,698 units, a year-on-year decline of 24.80% [13] - Shennong Group sold 232,800 pigs in May, generating revenue of 413 million yuan [14] - Dabeinong sold 727,600 pigs in May, with revenue of 1.248 billion yuan [15] - Tangrenshen's pig sales increased by 47.69% year-on-year in May, with total revenue rising by 44.97% [16] Group 13 - Jiacheng International signed a two-year air transport service contract with a well-known e-commerce platform, ensuring annual revenue of no less than 500 million yuan [18] Group 14 - Zhonggu Logistics' shareholders plan to reduce their holdings by up to 3% of the company's shares [20] - CITIC Guoan intends to reduce its holdings of Hubei Broadcasting shares by up to 11.37 million shares [20]
5连板共创草坪:美国关税政策目前不确定性较强 公司将持续关注并评估具体影响
news flash· 2025-06-06 11:06
5连板共创草坪:美国关税政策目前不确定性较强 公司将持续关注并评估具体影响 智通财经6月6日电,共创草坪(605099.SH)公告称,公司股票价格连续5个交易日涨停,累计涨幅达 58.00%,短期涨幅与上证指数偏离较大。公司产品以出口为主,2024年公司境外收入占营业收入的比 重为88.62%,美国关税政策目前不确定性较强,公司将持续关注并评估具体影响,采取措施灵活应 对,敬请投资者关注该风险,理性投资。公司关注到近期江苏省城市足球联赛受到市场关注的热度较 高,公司主营业务为人造草坪,公司产品主要分为休闲草和运动草两大类。2024年,公司休闲草和运动 草的收入分别为20.52亿元和5.94亿元,占主营业务收入比重分别为69.93%和20.25%,境内业务收入占 比为10.8%,休闲草品类目前仍为公司收入的主要来源,国内相关足球体育赛事的举办对公司经营活动 和经营业绩不会产生重大影响,敬请广大投资者注意风险,谨慎决策。 ...
“苏超”火爆情绪蔓延至A股!两大龙头股提示风险
"苏超"赛事概念股持续大涨,两大龙头股发布"降温"公告。 6月5日晚间,连续3个20%涨停的金陵体育(300651)(300651.SZ)发布股价严重异动公告称,公司股票 价格连续5个交易日收盘价格涨幅偏离值累计达到100.41%(超过100%),属于股票交易严重异常波动的 情况。 截至6月5日,金陵体育动态市盈率为-558.28倍,静态市盈率为141.35倍,市净率为4.94倍。 金陵体育表示,近期,江苏省城市足球联赛(即"苏超")的火爆情绪蔓延至A股市场,公司股票波动严重 异常,存在市场情绪过热的情形,可能存在非理性交易行为,交易风险较大,存在下跌的风险。 此外,金陵体育表示,经自查,公司目前生产经营活动一切正常,市场环境、行业政策没有发生重大调 整。 官网显示,金陵体育是一家在A股上市的高端体育装备制造企业,以体育器材、场馆建设、全民健身、 赛事保障为核心业务,致力于向客户提供更高品质的体育装备和运动环境,该公司还是篮球架、田径器 材等多项国家标准和行业标准的主要起草人。 至于足球业务,金陵体育曾披露,公司是体育文化场馆设施设备整体集成商,足球器材也是主营业务之 一,并且被各大中超场馆使用。 "公司在体 ...
“苏超”概念领涨龙头:未提供赞助或建立直接合作
news flash· 2025-06-05 13:42
智通财经6月5日电,"苏超"赛事带动"概念股"如金陵体育、共创草坪、康力源等股价大幅上涨。智通财 经记者从上述公司获悉,他们均未向"苏超"提供赞助或建立直接合作,但不少公司表达了考虑进行合作 的想法。"苏超"主要赞助商之一的今世缘表示,当初赞助属常规安排,意外收获巨大流量,正在跟进转 化价值的机会。从事文旅产业的天目湖也称,"苏超"对游客消费有明显的带动作用。(智通财经记者 武超 肖良华) "苏超"概念领涨龙头:未提供赞助或建立直接合作 ...
共创草坪:公司生产经营正常 主营业务未发生变化
news flash· 2025-06-05 12:12
Core Viewpoint - The company, Gongchuang Turf (605099.SH), announced that its stock price has experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days, but the company's operational situation remains normal and stable [1] Company Overview - Gongchuang Turf specializes in the research, development, manufacturing, and sales of artificial turf, with its main products categorized into sports turf and leisure turf [1] - In 2024, the company's main business achieved a revenue of 2.935 billion yuan, with leisure turf and sports turf accounting for 69.93% and 20.25% of the main business revenue, respectively [1] - The company's main business operations have not changed, and there are no significant events affecting the abnormal fluctuation of the stock price [1]
共创草坪:国内相关足球体育赛事的举办对公司经营活动和经营业绩不会产生重大影响
news flash· 2025-06-05 12:07
共创草坪(605099)公告,公司关注到近期江苏省城市足球联赛受到市场关注的热度较高,公司主营业 务为人造草坪,公司产品主要分为休闲草和运动草两大类。2024年,公司休闲草和运动草的收入分别为 20.52亿元和5.94亿元,占主营业务收入比重分别为69.93%和20.25%,境内业务收入占比为10.8%,休闲 草品类目前仍为公司收入的主要来源,国内相关足球体育赛事的举办对公司经营活动和经营业绩不会产 生重大影响。 ...