玻璃玻纤

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玻璃玻纤板块7月30日跌2.05%,宏和科技领跌,主力资金净流出4.51亿元
Zheng Xing Xing Ye Ri Bao· 2025-07-30 08:27
证券之星消息,7月30日玻璃玻纤板块较上一交易日下跌2.05%,宏和科技领跌。当日上证指数报收于 3615.72,上涨0.17%。深证成指报收于11203.03,下跌0.77%。玻璃玻纤板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600293 | 三峡新材 | 3.16 | 0.32% | 26.92万 | i | 8483.81万 | | 600176 | 中国巨石 | 12.69 | 0.08% | 24.26万 | | - 3.08亿 | | 000012 | 南 玻A | 4.91 | -0.20% | 15.35万 | | 7575.08万 | | 601636 | 旗滨集团 | 6.41 | -0.31% | 78.51万 | | 5.18亿 | | 603601 | 再升科技 | 4.91 | -0.61% | 63.53万 | | 3.12亿 | | 618009 | 耀皮玻璃 | 6.50 | -0.91% | 19.30万 | | 1 ...
“反内卷”不断加码 市场迎来投资新机会
Sou Hu Cai Jing· 2025-07-30 01:21
时隔27年,价格法迎来首次修订。7月24日,国家发展改革委、市场监管总局发布关于《中华人民共和 国价格法修正草案(征求意见稿)》,拟进一步明确不正当价格行为认定标准,完善低价倾销认定标 准,规范市场价格秩序,治理"内卷式"竞争。那么,在"反内卷"政策的不断加码之下,市场上有哪些投 资机会? "反内卷"政策持续加码 相关资料显示,本次正在征求修正意见的价格法,自1998年实施以来,在引导资源优化配置、促进物价 合理运行、保护消费者和经营者合法权益等方面发挥了重要作用。随着经济社会发展和价格改革深化, 价格法部分条款也需要修改完善。2023年,价格法修订列入《十四届全国人大常委会立法规划》。按照 部署要求,国家发展改革委、市场监管总局研究起草了价格法修正草案。 除了一些"反内卷"板块,大盘同样受到了"反内卷"的提振。7月23日,上证指数盘中突破3600点这一整 数关口,为2024年10月8日以来首次。7月24日,上证指数收盘上涨0.65%,报3605.73点,这也是自2022 年1月4日以来,上证指数时隔3年半收盘再度站上3600点关口,其中,"反内卷"概念板块交投活跃。 相关数据显示,7月份以来,截至7月24日 ...
九鼎新材股价微跌0.39% 股东户数较上期减少26.97%
Jin Rong Jie· 2025-07-29 18:51
Group 1 - The stock price of Jiuding New Materials closed at 7.72 yuan on July 29, down 0.03 yuan or 0.39% from the previous trading day [1] - The opening price on the same day was 7.76 yuan, with a highest price of 7.80 yuan and a lowest price of 7.62 yuan, with a trading volume of 133,400 hands and a transaction amount of 102 million yuan [1] - The company 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 - As of July 18, the number of Jiuding New Materials' shareholders was 50,900, a decrease of 18,800 or 26.97% from July 10 [1] - The average number of circulating shares held by each shareholder increased from 8,607 shares to 11,800 shares, with an average circulating market value of 93,800 yuan [1] - On July 29, the net outflow of main funds was 8.4962 million yuan, accounting for 0.18% of the circulating market value [1]
9大外资公募持仓出炉,多只重仓股创历史新高!
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-29 14:02
近期,上证指数突破3600点,水泥、钢铁、光伏等传统行业在"反内卷"催化下迎来爆发,也有算力、机 器人等新兴行业在技术突破下的轮动行情。伴随行情的回暖,多家外资公募也纷纷发声看好A股后续市 场表现。 桥水基金认为,未来中国股票宜适度增持,原因是政策支持和估值相对较低。贝莱德基金表示,今年以 来,中国股市、债市及外汇韧性都超预期,将继续看好中国股债双边行情。路博迈基金认为,股市上行 的条件已部分具备,市场等待更确定性的因素落地,三季度末到四季度更有望突破中枢。 投资快报记者从景顺全球最新发布的研究调查看到,国际投资机构对中国市场的兴趣明显回升。从国内 的外资公募持仓来看,公募排排网统计数据显示,二季度有6家进行了股票增持,其中路博迈基金、联 博基金在二季度的股票市值增长率分别高达491.66%、348.49%。 摩根大通基金持股超200亿,超5000万自购 数据显示,截至二季度末,摩根大通基金资产规模高达1989.01亿元,根据基金二季度报,旗下基金在 二季度持有186只标的,合计市值约为225.50亿元。 摩根大通基金二季度持股市值最多的20家公司,均在3亿以上。值得注意的是,自一季度末以来,仅4只 个股出现 ...
股票行情快报:国际复材(301526)7月29日主力资金净卖出1122.09万元
Sou Hu Cai Jing· 2025-07-29 13:45
证券之星消息,截至2025年7月29日收盘,国际复材(301526)报收于5.0元,上涨1.21%,换手率9.77%, 成交量137.19万手,成交额6.89亿元。 7月29日的资金流向数据方面,主力资金净流出1122.09万元,占总成交额1.63%,游资资金净流入 3802.62万元,占总成交额5.52%,散户资金净流出2680.52万元,占总成交额3.89%。 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 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-29 | 5.00 1.21% | -1122.09万 | -1.63% | 3802.62万 | 5.52% | -2680.52万 | -3.89% | | 2025-07-28 | 4.94 2.70% | 3230.09万 | 6.03% | 847.57万 | 1.58% | -4077.66万 | -7.61% | | 2025-07-25 | 4.81 -1.84% | - ...
玻璃玻纤板块7月29日跌1.02%,旗滨集团领跌,主力资金净流出2.25亿元
Zheng Xing Xing Ye Ri Bao· 2025-07-29 08:47
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601636 | | 6.43 | -1.83% | 53.86万 | 3.44亿 | | 002080 | 中材科技 | 29.20 | -1.72% | 59.94万 | 17.55 Z | | 002613 | 北玻股份 | 4.03 | -1.71% | 45.48万 | 1.83亿 | | 600293 | 三峡新材 | 3.15 | -1.56% | - 34.02万 | 1.07亿 | | 618009 | 耀皮玻璃 | 6.56 | -1.50% | 16.98万 | 1.11亿 | | 600176 | 中国巨石 | 12.68 | -1.48% | 39.71万 | 5.03亿 | | 000012 | 南 玻 A | 4.92 | -0.61% | 19.38万 | 9504.54万 | | 605006 | 山东坡纤 | 7.58 | -0.52% | 16.78万 | 1.27亿 | | 603256 | 宏和科技 | 4 ...
我国将逐步推行免费学前教育;世界人工智能大会重磅召开|周末要闻速递
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-27 13:32
Group 1 - The Chinese government is gradually implementing measures for free preschool education, as discussed in a State Council meeting led by Premier Li Qiang [1] - The establishment of the China Capital Market Society marks the creation of an official think tank for the capital market, with the chairman being the head of the China Securities Regulatory Commission [4] - The China Securities Regulatory Commission (CSRC) is focused on consolidating the market's recovery and promoting long-term capital inflows, with several key reforms underway [6][7] Group 2 - A joint initiative by ten departments, including the Ministry of Agriculture and Rural Affairs, aims to enhance agricultural product consumption through nine measures targeting supply, circulation, and market activation [5] - The CSRC is revising the Corporate Governance Code to enhance the governance standards of listed companies, seeking public feedback on the proposed changes [7] - The National Bureau of Statistics reported a 1.8% decline in profits for large-scale industrial enterprises in the first half of the year, with state-owned enterprises seeing a 7.6% drop [9][10]
每周股票复盘:南 玻A(000012)南玻A调整回购价格上限并实施2024年度权益分派
Sou Hu Cai Jing· 2025-07-26 22:02
Summary of Key Points Core Viewpoint - The stock of Nanfang Glass A (南玻A) has shown a positive trend, with a price increase of 5.2% over the past week, indicating investor confidence and potential growth in the glass fiber sector [1]. Company Announcements - Nanfang Glass Group Co., Ltd. announced an adjustment to its share repurchase price limit, effective from July 23, 2025, with the new upper limit set at RMB 7.53 per A-share and HKD 3.05 per B-share [1]. - The profit distribution plan for 2024 includes a cash dividend of RMB 0.7 per 10 shares (tax included), with key dates for A and B shares outlined for registration and ex-dividend [1]. - The adjusted repurchase plan specifies a minimum repurchase amount of RMB 243 million and a maximum of RMB 485 million for A-shares, with an expected repurchase quantity between approximately 44.44 million and 76.58 million shares [1]. - For B-shares, the repurchase amount is set between HKD 50 million and HKD 100 million, with an expected repurchase quantity between approximately 22.14 million and 38.53 million shares [1].
市场一致预期估值表
GUOTAI HAITONG SECURITIES· 2025-07-23 05:44
Investment Rating - The report provides a comprehensive valuation table for various companies in the building materials industry, indicating a range of price-to-earnings (PE) and price-to-book (PB) ratios for 2025E and 2026E [1] Core Insights - The report highlights the expected growth in net profit for several companies, with notable increases such as 90 million CNY for Conch Cement in 2025E and 100 million CNY in 2026E, reflecting a strong market position [1] - The PE ratios for the companies vary significantly, with Conch Cement at 15.3 for 2025E and 13.8 for 2026E, while companies like Jidong Cement show a much higher PE of 37.2 for 2025E [1] - The report emphasizes the valuation metrics, with companies like China National Building Material having a low PB ratio of 0.34, indicating potential undervaluation [1] Summary by Category Cement - Conch Cement has a total market value of 138.1 billion CNY, with projected net profits of 90 million CNY in 2025E and 100 million CNY in 2026E, and a PE of 15.3 for 2025E [1] - Huaxin Cement is valued at 31.9 billion CNY, with net profits expected to reach 25 million CNY in 2025E and 30 million CNY in 2026E, showing a PE of 12.7 for 2025E [1] - Other notable companies include Tianshan Shares with a market value of 43.1 billion CNY and projected net profits of 15 million CNY in 2025E [1] Consumer Building Materials - Rabbit Baby is projected to have net profits of 7.5 million CNY in 2025E and 8.5 million CNY in 2026E, with a PE of 11.2 for 2025E [1] - China Liansu is valued at 14.5 billion CNY, with expected net profits of 22 million CNY in 2025E and 24 million CNY in 2026E, showing a low PE of 6.6 for 2025E [1] Glass and Fiberglass - Shandong Pharmaceutical Glass has a market value of 15.1 billion CNY, with projected net profits of 10.5 million CNY in 2025E and 11.5 million CNY in 2026E, and a PE of 14.3 for 2025E [1] - China Jushi is valued at 51.5 billion CNY, with net profits expected to reach 35 million CNY in 2025E and 40 million CNY in 2026E, showing a PE of 14.7 for 2025E [1] New Materials - Zhongfu Shenying has a market value of 19.3 billion CNY, with projected net profits of 0.5 million CNY in 2025E and 1.5 million CNY in 2026E, reflecting a very high PE of 385.0 for 2025E [1] - Jilin Carbon Valley is valued at 8.5 billion CNY, with expected net profits of 1 million CNY in 2025E and 1.3 million CNY in 2026E, showing a PE of 85.0 for 2025E [1]
国际复材(301526)7月14日主力资金净卖出6167.71万元
Sou Hu Cai Jing· 2025-07-15 01:35
| | | | 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 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-14 | 4.88 -2.40% | -6167.71万 | -6.78% | -1402.21万 | -1.54% | 7569.93万 | 8.32% Jan | | 2025-07-11 | 5.00 -9.09% | -9766.64万 | -6.59% | -211.79万 | -0.14% | 9978.43万 | 6.74% | | 2025-07-10 | 5.50 3.00% | 72.51万 | 0.03% | 248.45万 | 0.12% | -320.95万 | -0.15% | | 2025-07-09 | 5.34 5.95% | -3.54亿 | -13.70% | 6286.83万 | 2.43% | 2.91亿 | 11.27% | | 2025-07-08 | 5.04 20.00% | 3.28亿 | 25.73% | -1.91亿 | ...