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金风科技上涨,市场追捧商业航天概念,机构看好风电整机格局持续优化
Zhi Tong Cai Jing· 2025-12-15 05:20
金风科技(02208)一度涨超6%,截至发稿,涨6.04%,报14.4港元,成交额1.82亿港元。 智通财经APP获悉,金风科技(02208)一度涨超6%,截至发稿,涨6.04%,报14.4港元,成交额1.82亿港 元。 消息面上,据报道,12月14日,马斯克旗下美国太空探索技术公司SpaceX内部信确认筹备2026年潜在 IPO计划,该公司拟以8000亿美元估值推进内部股份出售。据数据宝,今年6月发布的《2025全球独角 兽榜》显示,蓝箭航天以200亿元企业估值位列榜单第418位。成立以来,公司累计进行了12轮融资,目 前机构股东中还包括上市公司金风科技(今年半年报显示持有其股权价值8.12亿元)。 国金证券指出,随着国内风电发展逻辑从成本驱动转变为由价值驱动,该行看好风电整机行业格局加速 向产品可靠性优势突出、能够为客户提供增量价值的供应商集中,重点关注当前估值尚属低位且后续有 望明确受益于格局持续改善以及盈利弹性持续释放的头部企业,包括金风科技等。 ...
港股午评|恒生指数早盘跌0.92% 黄金股逆市走高
智通财经网· 2025-12-15 04:07
体育用品股集体走高。11月纺织服装出口环比好转,机构指运动鞋服板块经营韧性强。裕元集团 (00551)涨6%;李宁(02331)涨5%。 三部门更大力度提振消费。乳业股表现活跃,优然牧业(09858)涨超6%,现代牧业(01117)涨超5%。 图达通(02665)再涨12%,继续刷新上市新高,公司为全球图像级激光雷达解决方案提供商。 金风科技(02208)涨超4%,市场追捧商业航天概念,机构看好风电整机格局持续优化。 智通财经APP获悉,港股恒生指数跌0.92%,跌238点,报25737点;恒生科技指数跌1.79%。港股早盘成 交1082亿港元。 黄金股逆市走高。央行购金以及黄金投资需求增长,机构看好价格重心继续抬升。紫金黄金国际 (02259)涨6.94%;赤峰黄金(06693)涨3%。 佳鑫国际资源(03858)涨超6%,钨价再创新高,机构料全产业链延续上涨行情。 长江证券、东吴证券近期公告,宣布上调两融业务规模上限,中资券商股逆市上涨。招商证券(06099) 涨3.77%,东方证券(03958)涨超2%。 内险股继续走高,机构预计开门红新单保费和NBV将实现双位数增长。新华保险(01336)涨近4%;中 ...
金风科技涨超6% 市场追捧商业航天概念 机构看好风电整机格局持续优化
Zhi Tong Cai Jing· 2025-12-15 03:36
金风科技(002202)(02208)涨超6%,截至发稿,涨6.04%,报14.4港元,成交额1.82亿港元。 国金证券指出,随着国内风电发展逻辑从成本驱动转变为由价值驱动,该行看好风电整机行业格局加速 向产品可靠性优势突出、能够为客户提供增量价值的供应商集中,重点关注当前估值尚属低位且后续有 望明确受益于格局持续改善以及盈利弹性持续释放的头部企业,包括金风科技等。 消息面上,据报道,12月14日,马斯克旗下美国太空探索技术公司SpaceX内部信确认筹备2026年潜在 IPO计划,该公司拟以8000亿美元估值推进内部股份出售。据数据宝,今年6月发布的《2025全球独角 兽榜》显示,蓝箭航天以200亿元企业估值位列榜单第418位。成立以来,公司累计进行了12轮融资,目 前机构股东中还包括上市公司金风科技(今年半年报显示持有其股权价值8.12亿元)。 ...
港股异动 | 金风科技(02208)涨超6% 市场追捧商业航天概念 机构看好风电整机格局持续优化
智通财经网· 2025-12-15 03:00
智通财经APP获悉,金风科技(02208)涨超6%,截至发稿,涨6.04%,报14.4港元,成交额1.82亿港元。 消息面上,据报道,12月14日,马斯克旗下美国太空探索技术公司SpaceX内部信确认筹备2026年潜在 IPO计划,该公司拟以8000亿美元估值推进内部股份出售。据数据宝,今年6月发布的《2025全球独角 兽榜》显示,蓝箭航天以200亿元企业估值位列榜单第418位。成立以来,公司累计进行了12轮融资,目 前机构股东中还包括上市公司金风科技(今年半年报显示持有其股权价值8.12亿元)。 国金证券指出,随着国内风电发展逻辑从成本驱动转变为由价值驱动,该行看好风电整机行业格局加速 向产品可靠性优势突出、能够为客户提供增量价值的供应商集中,重点关注当前估值尚属低位且后续有 望明确受益于格局持续改善以及盈利弹性持续释放的头部企业,包括金风科技等。 ...
明阳智能涨2.04%,成交额1.23亿元,主力资金净流入475.58万元
Xin Lang Cai Jing· 2025-11-28 02:28
Core Insights - Mingyang Smart Energy's stock price increased by 2.04% on November 28, reaching 13.51 CNY per share, with a total market capitalization of 30.688 billion CNY [1] - The company has seen a year-to-date stock price increase of 9.64%, with a recent 5-day increase of 3.45% and a 20-day decrease of 10.77% [1] Financial Performance - For the period from January to September 2025, Mingyang Smart Energy reported a revenue of 26.304 billion CNY, representing a year-on-year growth of 29.98% [2] - The net profit attributable to shareholders for the same period was 766 million CNY, showing a year-on-year decrease of 5.29% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 129,300, up by 8.84% from the previous period [2] - The average number of tradable shares per shareholder decreased by 8.12% to 17,564 shares [2] - The company has distributed a total of 2.858 billion CNY in dividends since its A-share listing, with 1.999 billion CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 65.2801 million shares, a decrease of 3.1152 million shares from the previous period [3] - HSBC Jintrust Low Carbon Pioneer Stock A has exited the list of the top ten circulating shareholders [3]
运达股份涨2.05%,成交额1.12亿元,主力资金净流入321.79万元
Xin Lang Cai Jing· 2025-11-26 03:47
Core Viewpoint - Yunda Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a slight decline in net profit year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion yuan, representing a year-on-year growth of 32.72% [2]. - The net profit attributable to shareholders was 251 million yuan, which reflects a decrease of 5.76% compared to the previous year [2]. Stock Market Activity - On November 26, Yunda's stock price rose by 2.05%, reaching 17.42 yuan per share, with a trading volume of 112 million yuan and a turnover rate of 0.93% [1]. - The stock has increased by 32.17% year-to-date, with a 3.81% rise over the last five trading days, a 3.60% decline over the last 20 days, and a 2.59% increase over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.08% to 33,400, while the average number of circulating shares per person increased by 15.09% to 20,891 shares [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 153 million yuan distributed over the last three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [3]. - Other notable shareholders include Huaxia Fuxing Mixed A and Bosera Hengle Bond A, with stable or new positions in the company [3].
金风科技涨2.17%,成交额1.76亿元,主力资金净流出1112.34万元
Xin Lang Zheng Quan· 2025-11-24 01:46
11月24日,金风科技盘中上涨2.17%,截至09:36,报14.59元/股,成交1.76亿元,换手率0.37%,总市值 616.44亿元。 资金流向方面,主力资金净流出1112.34万元,特大单买入2169.23万元,占比12.34%,卖出4578.73万 元,占比26.05%;大单买入5002.95万元,占比28.46%,卖出3705.79万元,占比21.08%。 分红方面,金风科技A股上市后累计派现116.83亿元。近三年,累计派现15.21亿元。 机构持仓方面,截止2025年9月30日,金风科技十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股1.62亿股,相比上期增加3266.50万股。南方中证500ETF(510500)位居第六大流通股 东,持股3015.81万股,相比上期减少57.08万股。嘉实中证稀土产业ETF(516150)位居第十大流通股 东,持股2227.71万股,为新进股东。博时主题行业混合(160505)退出十大流通股东之列。 责任编辑:小浪快报 金风科技所属申万行业为:电力设备-风电设备-风电整机。所属概念板块包括:稀土永磁、抽水蓄能、 大盘、氢能源、一带一路等。 截至 ...
运达股份涨2.09%,成交额2.28亿元,主力资金净流入361.42万元
Xin Lang Zheng Quan· 2025-11-21 06:07
Core Viewpoint - Yunda Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a slight decline in net profit year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion yuan, representing a year-on-year growth of 32.72% [2]. - The net profit attributable to shareholders was 251 million yuan, which reflects a year-on-year decrease of 5.76% [2]. Stock Market Activity - On November 21, Yunda's stock price rose by 2.09%, reaching 17.08 yuan per share, with a trading volume of 228 million yuan and a turnover rate of 1.94% [1]. - The stock has increased by 29.59% year-to-date, with a slight increase of 0.47% over the last five trading days, but a decline of 8.12% over the last 20 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.08% to 33,400, while the average number of circulating shares per person increased by 15.09% to 20,891 shares [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 153 million yuan distributed over the past three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [3]. - Other notable shareholders include Huaxia Revival Mixed A and Bosera Hengle Bond A, with stable or new positions in the company [3].
明阳智能跌2.02%,成交额2.53亿元,主力资金净流出3152.09万元
Xin Lang Cai Jing· 2025-11-20 06:34
资金流向方面,主力资金净流出3152.09万元,特大单买入382.14万元,占比1.51%,卖出2180.74万元, 占比8.63%;大单买入4997.80万元,占比19.77%,卖出6351.29万元,占比25.13%。 机构持仓方面,截止2025年9月30日,明阳智能十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股6528.01万股,相比上期减少311.52万股。汇丰晋信低碳先锋股票A(540008)退出十大流 通股东之列。 明阳智能今年以来股价涨9.97%,近5个交易日跌8.20%,近20日跌11.96%,近60日涨8.05%。 责任编辑:小浪快报 资料显示,明阳智慧能源集团股份公司位于广东省中山市火炬开发区火炬路22号,成立日期2006年6月2 日,上市日期2019年1月23日,公司主营业务涉及新能源高端装备制造,新能源电站投资运营及智能管理 业务。主营业务收入构成为:销售商品100.00%。 明阳智能所属申万行业为:电力设备-风电设备-风电整机。所属概念板块包括:芯片概念、GDR概念、 中盘、融资融券、养老金概念等。 截至9月30日,明阳智能股东户数12.93万,较上期增加8.84%; ...
运达股份涨2.02%,成交额2.05亿元,主力资金净流出552.69万元
Xin Lang Zheng Quan· 2025-11-19 06:22
Core Insights - Yunda Co., Ltd. experienced a stock price increase of 2.02% on November 19, reaching 16.65 CNY per share, with a total market capitalization of 13.101 billion CNY [1] - The company reported a year-to-date stock price increase of 26.33%, but a decline of 2.06% over the last five trading days and 9.12% over the last twenty days [1] Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion CNY, representing a year-on-year growth of 32.72%, while the net profit attributable to shareholders decreased by 5.76% to 251 million CNY [2] - The company has distributed a total of 281 million CNY in dividends since its A-share listing, with 153 million CNY distributed over the past three years [2] Shareholder Structure - As of September 30, 2025, the number of shareholders for Yunda Co., Ltd. was 33,400, a decrease of 13.08% from the previous period, with an average of 20,891 circulating shares per shareholder, an increase of 15.09% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [2]