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玻璃玻纤板块8月5日跌1.45%,宏和科技领跌,主力资金净流出1.63亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 7.64 | 1.87% | | 12.68万 | 9617.30万 | | 601636 | 旗滨集团 | 6.22 | 1.14% | | 25.98万 | 1.61亿 | | 618009 | 耀皮玻璃 | 6.36 | 1.11% | | ● 16.38万 | 1.05亿 | | 600876 | 凯盛新能 | 11.03 | 1.01% | | 2.74万 | 3007.10万 | | 600586 | 金晶科技 | 5.12 | 0.79% | | 18.35万 | 9354.43万 | | 600176 | 中園巨石 | 12.39 | 0.73% | | 42.80万 | 5.28亿 | | 002613 | 北玻股份 | 4.00 | 0.50% | | 19.62万 | 7804.35万 | | 000012 | 南 玻 A | 4.77 | 0.42% | | 9.97万 | 4 ...
再升科技(603601):拟收购迈科隆实现VIP产业闭环,看好板块成长潜力
GOLDEN SUN SECURITIES· 2025-08-05 08:23
Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The acquisition of a 49% stake in Sichuan Maikelong is expected to enhance the company's competitiveness in the vacuum insulation panel (VIP) sector, creating a complete industrial chain from material production to market sales [1][3] - The new national standards for refrigerators are anticipated to significantly increase the demand for VIPs, with potential demand elasticity reaching up to 7,543 thousand square meters as penetration rates rise [2] - The acquisition is projected to optimize Maikelong's operational efficiency and expand its cost and scale advantages, contributing positively to the company's performance [2][3] Summary by Sections Acquisition Details - The company plans to acquire 49% of Maikelong for 231 million RMB, with performance guarantees for the next three years, including revenue targets of 4.65 billion RMB, 5.6 billion RMB, and 6.48 billion RMB for 2025-2027 [1] - If Maikelong meets at least 90% of the cumulative revenue and net profit targets, it will not be liable for performance compensation [1] Market Potential - The new national standards for refrigerators are expected to drive rapid growth in the VIP market, with significant increases in demand as the penetration of new energy-efficient refrigerators rises [2] - Maikelong is currently the second-largest VIP manufacturer in China, with a market share of 15.5%, and is expected to benefit from the acquisition through enhanced management and resource allocation [2] Financial Projections - The company forecasts net profits of 1 billion RMB, 1.4 billion RMB, and 1.7 billion RMB for 2025-2027, with corresponding P/E ratios of 50, 35, and 29 [3] - Revenue is projected to grow from 1.68 billion RMB in 2025 to 2.39 billion RMB in 2027, reflecting a compound annual growth rate [4]
在“反内卷”浪潮中,谁将收益?
Sou Hu Cai Jing· 2025-08-04 23:51
Core Viewpoint - The article discusses the shift in China's industrial strategy from "expansion" to "high-quality development," emphasizing the need to eliminate "involutionary competition" across various sectors, including photovoltaics, new energy vehicles, pharmaceuticals, and semiconductors [1][2][3]. Group 1: Policy and Strategic Direction - The Central Financial and Economic Committee has elevated the goal of "breaking down involutionary competition" to a national strategy, indicating a broader and deeper impact on strategic emerging industries [1][2]. - The Central Political Bureau meeting in July 2024 highlighted the need to strengthen industry self-discipline and prevent "involutionary" competition, marking a significant policy shift [2]. - The government work report in March 2025 included "comprehensive rectification of involutionary competition" as a key task, signaling a commitment to address this issue [2][3]. Group 2: Industry Response and Actions - Various industries are actively responding to the call for "anti-involution," with major photovoltaic glass companies announcing a collective production cut of 30% starting July [4]. - The China Cement Association has issued guidelines to promote "anti-involution" and high-quality development in the cement industry [4]. - Key automotive companies have publicly committed to reducing payment terms for suppliers to no more than 60 days, reflecting a shift towards more sustainable practices [4]. Group 3: Investment Opportunities - Industries that may benefit first from the "anti-involution" trend include those with slowing capital expenditure but signs of profit recovery, such as wind power equipment, common steel, cement, and glass fiber [5]. - Sectors experiencing a downturn but facing urgent "anti-involution" policy needs, like photovoltaic equipment and medical devices, are also highlighted as potential beneficiaries [5]. - The ChiNext Index (399006) is positioned as a key vehicle for capturing policy dividends and opportunities in industrial upgrades, focusing on sectors supported by government policies [6][8]. Group 4: Financial Performance and Market Reaction - The ChiNext Index has shown strong financial performance, with a five-year annualized revenue growth rate of 21.2% and a net profit growth rate of 24.2%, outperforming major indices [8]. - Following the Central Financial and Economic Committee's signals in July, sectors like steel, photovoltaics, and automobiles saw rapid gains, indicating market sensitivity to policy changes [10]. - The current valuation of the ChiNext Index is at a near ten-year low, suggesting significant potential for growth as profitability improves [10].
九鼎新材股价7.50元 2025中报预增引关注
Jin Rong Jie· 2025-08-04 20:21
Group 1 - The stock price of Jiuding New Materials closed at 7.50 yuan on August 4, 2025, down 0.79% from the previous trading day [1] - The trading volume on that day was 97,463 hands, with a transaction amount of 0.73 billion yuan [1] - Jiuding New Materials specializes in the research, production, and sales of fiberglass and its products, which are widely used in construction, transportation, electronics, and environmental protection [1] Group 2 - Jiuding New Materials is a significant fiberglass production enterprise in Jiangsu, holding a certain influence in the industry [1] - The company's mid-year performance forecast for 2025 indicates potential growth in its earnings [1] - The current total market value of Jiuding New Materials is 4.887 billion yuan, with a price-to-earnings ratio of 74.34 times [1] Group 3 - On August 4, 2025, the net outflow of main funds was 13.9039 million yuan, with a cumulative net outflow of 45.5817 million yuan over the past five trading days [1]
国际复材股价微涨0.42% 公司产品覆盖新能源及交通领域
Jin Rong Jie· 2025-08-04 13:15
Group 1 - The latest stock price of the company is 4.81 yuan, with an increase of 0.02 yuan compared to the previous trading day. The intraday high reached 4.84 yuan, and the low dipped to 4.71 yuan, with a trading volume of 267 million yuan [1] - The company operates in the glass fiber industry, focusing on the research and production of high-performance new materials. Its main products include glass fiber and related products, which are applied in wind turbine blades, automotive manufacturing, rail transportation, and electronic communication [1] - The company has disclosed that its products have extensive applications in new energy, transportation, electronics, and construction sectors. The company claims that its product performance is excellent, supporting technological innovation and development in downstream industries [1] Group 2 - On August 4, the net outflow of main funds was 40.92 million yuan, with a cumulative net outflow of 117 million yuan over the past five days [1]
股票行情快报:国际复材(301526)8月4日主力资金净卖出4092.06万元
Sou Hu Cai Jing· 2025-08-04 12:53
该股主要指标及行业内排名如下: 证券之星消息,截至2025年8月4日收盘,国际复材(301526)报收于4.81元,上涨0.42%,换手率3.98%, 成交量55.84万手,成交额2.67亿元。 8月4日的资金流向数据方面,主力资金净流出4092.06万元,占总成交额15.32%,游资资金净流出 2151.26万元,占总成交额8.05%,散户资金净流入6243.32万元,占总成交额23.38%。 近5日资金流向一览见下表: | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净占比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 4.81 0.42% | -4092.06万 | -15.32% | -2151.26万 | -8.05% | 6243.32万 | - 23.38% | | 2025-08-01 | 4.79 -1.84% | -2747.36万 | -6.20% | 382.54万 | 0.86% | 2364.82万 | 5.34% | | 2025-07 ...
玻璃玻纤板块8月4日涨0.69%,宏和科技领涨,主力资金净流出2.73亿元
从资金流向上来看,当日玻璃玻纤板块主力资金净流出2.73亿元,游资资金净流入3352.15万元,散户资 金净流入2.4亿元。玻璃玻纤板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603256 | 宏和科技 | 26.96 | 4.13% | 56.13万 | | 14.69 Z | | 002080 | 中材科技 | 27.75 | 2.25% | 44.52万 | | 12.25亿 | | 300196 | 长海股份 | 14.13 | 1.65% | ● 8.81万 | | 1.23亿 | | 002613 | 北玻股份 | 3.98 | 1.02% | ﯾﺎ ﮨﮯ 22.98万 | | 9074.04万 | | 605006 | 山东坡纤 | 7.44 | 0.95% | 8.93万 | | 6598.05万 | | 301526 | 国际复材 | 4.81 | 0.42% | 55.84万 | | 2.67亿 | | 600293 | 三峡新材 ...
玻璃玻纤板块8月1日涨0.02%,宏和科技领涨,主力资金净流出2.62亿元
证券之星消息,8月1日玻璃玻纤板块较上一交易日上涨0.02%,宏和科技领涨。当日上证指数报收于 3559.95,下跌0.37%。深证成指报收于10991.32,下跌0.17%。玻璃玻纤板块个股涨跌见下表: 从资金流向上来看,当日玻璃玻纤板块主力资金净流出2.62亿元,游资资金净流出1.17亿元,散户资金净 流入3.79亿元。玻璃玻纤板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603256 宏和科技 | | 4909.56万 | 7.99% | -2226.07万 | -3.62% | -2683.49万 | -4.37% | | 603601 再升科技 | | 2258.48万 | 7.13% | 1528.16万 | 4.82% | -3786.64万 | -11.95% | | 600293 | 三峡新材 | 771.82万 | 10.56% | 76.69万 | 1.05% | -8 ...
股票行情快报:国际复材(301526)7月31日主力资金净买入1970.75万元
Sou Hu Cai Jing· 2025-07-31 13:52
证券之星消息,截至2025年7月31日收盘,国际复材(301526)报收于4.88元,上涨0.0%,换手率9.82%, 成交量137.9万手,成交额6.84亿元。 | 指标 | 国际复材 | 玻璃玻纤行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 184.02亿元 | 185.9亿元 | 5 20 | | 净资产 | 89.94亿元 | 82.27亿元 | 6 20 | | 净利润 | 5267.48万元 | 1.97亿元 | 6 20 | | 市盈率(动) | 87.34 | 61.29 | 14 20 | | 市净率 | 2.3 | 5.11 | 10 20 | | 毛利率 | 14.9% | 21.04% | 14 20 | | 净利率 | 3.37% | 6.02% | 14 20 | | ROE | 0.66% | -1.91% | 14 20 | 国际复材2025年一季报显示,公司主营收入18.69亿元,同比上升21.68%;归母净利润5267.48万元,同 比上升176.96%;扣非净利润4437.66万元,同比上升152.71%;负债率57.33 ...
玻璃玻纤板块7月31日跌0.37%,三峡新材领跌,主力资金净流入3360.56万元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600293 | 三峡新材 | 3.05 | -3.48% | 37.31万 | 1.15亿 | | 600586 | 金晶科技 | 5.08 | -3.24% | 30.64万 | 1.57亿 | | 618009 | 耀皮玻璃 | 6.30 | -3.08% | 18.64万 | 1.19亿 | | 601636 | 旗滨隼町 | 6.22 | -2.96% | 68.55万 | 4.27亿 | | 000012 | 南 坡 A | 4.78 | -2.65% | 26.54万 | 1.28亿 | | 600176 | 中国巨石 | 12.39 | -2.36% | 35.71万 | 4.45 Z | | 600876 | 凯盛新能 | 10.79 | -2.26% | 5.99万 | 6512.98万 | | 300196 | 长海股份 | 13.85 | -2.05% | 17.63万 | 2.48亿 | | 002613 | 北玻股份 | ...