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天龙股份涨停走出2连板
Mei Ri Jing Ji Xin Wen· 2025-09-16 02:20
(文章来源:每日经济新闻) 每经AI快讯,9月16日,天龙股份涨停走出2连板,2天累计涨幅达21.0%。 ...
万和财富早班车-20250916
Vanho Securities· 2025-09-16 02:12
Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [1] Domestic Financial Market - The Shanghai Composite Index closed at 3860.50, down by 0.26%, while the Shenzhen Component Index rose by 0.63% to 13005.77 [2] - The ChiNext Index increased by 1.52% to 3066.18, indicating a mixed performance across major indices [2] Macro News Summary - The National Financial Supervision Administration will guide the financial industry to implement consumer-friendly measures [4] - The People's Bank of China announced a 600 billion yuan reverse repurchase operation with a six-month term on September 15 [4] - The National Bureau of Statistics reported a 5.2% year-on-year increase in industrial added value and a 3.4% growth in retail sales in August [4] Industry Latest Developments - The Ministry of Industry and Information Technology is promoting a collaborative ecosystem for the automotive industry, with related stocks including Top Group and Desay SV [6] - A draft national standard for pre-prepared food safety led by the National Health Commission has passed expert review, with related stocks including Delisi and Weizhi Xiang [6] - The 2025 World Energy Storage Conference is being held from September 16 to 18 in Fujian, with leading battery manufacturers reporting full order books, including stocks like CATL and Beijing Lier [6] Focus on Listed Companies - Tuosida launched its first humanoid robot during a global open day event [8] - Kanghua Bio's six-valent norovirus vaccine has received clinical trial approval from the National Medical Products Administration [8] - Inno Laser has been supplying UV lasers for silicon carbide annealing processes to SHI for several years [8] - Galaxy Magnetics plans to acquire 100% of Sichuan Jingtian Longtai Technology Co., Ltd. through a share issuance and cash payment, with its stock suspended from trading since September 15 [8] Market Review and Outlook - On September 15, A-shares showed mixed performance, with the Shanghai Index down 0.23% and the Shenzhen Index up 0.63% [10] - The overall market saw more stocks decline than rise, with nearly 3400 stocks falling and only 1916 gaining [10] - The trading volume decreased to 2.28 trillion yuan, down by 245.8 billion yuan from the previous trading day [10] - Structural characteristics were evident, with strong stocks leading the market while some high-flying stocks faced profit-taking pressure [10] - High-performing sectors included lithium battery supply chains, gaming, automotive parts, coal, and pork, while technology sectors like communication equipment and semiconductors saw adjustments [10] - The domestic economic recovery outlook remains positive, supported by policy measures and global liquidity conditions [11] - The report anticipates a continued upward trend for indices, with structural opportunities emerging, emphasizing the need to monitor volume changes and policy implementation [11]
飞龙股份涨2.00%,成交额1.80亿元,主力资金净流入699.05万元
Xin Lang Cai Jing· 2025-09-16 02:10
9月16日,飞龙股份盘中上涨2.00%,截至09:46,报25.97元/股,成交1.80亿元,换手率1.29%,总市值 149.27亿元。 资金流向方面,主力资金净流入699.05万元,特大单买入590.00万元,占比3.27%,卖出628.03万元,占 比3.48%;大单买入3887.92万元,占比21.57%,卖出3150.84万元,占比17.48%。 飞龙股份今年以来股价涨130.23%,近5个交易日涨5.01%,近20日跌20.70%,近60日涨78.24%。 机构持仓方面,截止2025年6月30日,飞龙股份十大流通股东中,香港中央结算有限公司位居第六大流 通股东,持股331.39万股,相比上期减少272.20万股。鹏华创新未来混合(LOF)(501205)位居第七大 流通股东,持股247.52万股,为新进股东。 责任编辑:小浪快报 今年以来飞龙股份已经5次登上龙虎榜,最近一次登上龙虎榜为8月21日,当日龙虎榜净买入-5988.28万 元;买入总计1.68亿元 ,占总成交额比6.49%;卖出总计2.28亿元 ,占总成交额比8.81%。 资料显示,飞龙汽车部件股份有限公司位于河南省西峡县工业大道,成立日 ...
爱柯迪股价涨5.12%,国寿安保基金旗下1只基金重仓,持有386.12万股浮盈赚取409.29万元
Xin Lang Cai Jing· 2025-09-16 02:10
9月16日,爱柯迪涨5.12%,截至发稿,报21.78元/股,成交2.07亿元,换手率0.99%,总市值214.56亿 元。 资料显示,爱柯迪股份有限公司位于浙江省宁波市江北区金山路588号,成立日期2003年12月8日,上市 日期2017年11月17日,公司主营业务涉及从事汽车铝合金精密压铸件的研发、生产及销售。主营业务收 入构成为:汽车类94.40%,其他(补充)3.53%,工业类2.07%。 从基金十大重仓股角度 数据显示,国寿安保基金旗下1只基金重仓爱柯迪。国寿安保智慧生活股票A(001672)二季度持有股 数386.12万股,占基金净值比例为2.85%,位居第九大重仓股。根据测算,今日浮盈赚取约409.29万 元。 国寿安保智慧生活股票A(001672)成立日期2015年9月1日,最新规模18.28亿。今年以来收益 37.45%,同类排名1003/4222;近一年收益90.99%,同类排名684/3804;成立以来收益222.75%。 国寿安保智慧生活股票A(001672)基金经理为张琦。 截至发稿,张琦累计任职时间15年75天,现任基金资产总规模23.17亿元,任职期间最佳基金回报 223.6%, ...
宇树开源世界模型-动作架构,机器人概念领涨,汽车零件ETF(159306)涨超1.0%
Xin Lang Cai Jing· 2025-09-16 02:09
Group 1 - Yushu Technology announced the open-source UnifoLM-WMA-0, a world model-action architecture designed for general robot learning, which includes a simulation engine and a strategy enhancement component [1] - The simulation engine provides synthetic data for robot learning, while the strategy enhancement component optimizes decision-making by predicting future interactions with the physical world [1] - The announcement has catalyzed a surge in the robotics concept, with the automotive parts ETF tracking the CSI Automotive Parts Theme Index rising over 1.0% during trading [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) account for 41.54% of the index, including companies like Huichuan Technology, Fuyao Glass, and Sanhua Intelligent Control [2] - The automotive parts ETF (159306) has several off-market connections, including Ping An CSI Automotive Parts Theme ETF Connect A, C, and E [2]
南方精工涨2.08%,成交额2.26亿元,主力资金净流入595.72万元
Xin Lang Zheng Quan· 2025-09-16 02:03
Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Jiangsu Southern Precision Engineering Co., Ltd. (南方精工), indicating a significant increase in stock price and trading activity [1][2] - As of September 16, the stock price of Southern Precision Engineering rose by 2.08% to 31.85 CNY per share, with a total market capitalization of 11.084 billion CNY [1] - The company has seen a year-to-date stock price increase of 149.61%, with a 3.38% rise over the last five trading days and a 50.45% increase over the last 60 days [1] Group 2 - Southern Precision Engineering's main business involves the research, manufacturing, and sales of needle bearings, overrunning clutches, and one-way pulley assemblies, primarily serving the automotive, motorcycle, and industrial sectors [2] - The revenue composition of the company includes precision bearings (58.34%), overrunning clutches (20.96%), one-way pulley assemblies (14.78%), integrated circuit design and software/hardware (4.54%), and other components [2] - As of June 30, the company reported a revenue of 414 million CNY for the first half of 2025, representing a year-on-year growth of 13.92%, and a net profit of 229 million CNY, reflecting a staggering growth of 32,852.69% [2] Group 3 - Southern Precision Engineering has distributed a total of 613 million CNY in dividends since its A-share listing, with 139 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders decreased by 21.30% to 93,700, while the average circulating shares per person increased by 27.06% to 2,675 shares [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 1.3883 million shares as a new shareholder [3]
模塑科技股价涨5.17%,招商基金旗下1只基金重仓,持有931.46万股浮盈赚取493.67万元
Xin Lang Cai Jing· 2025-09-16 02:00
Group 1 - The core viewpoint of the news is that Mould Technology Co., Ltd. has seen a stock price increase of 5.17%, reaching 10.78 CNY per share, with a total market capitalization of 9.896 billion CNY [1] - The company, established in June 1988 and listed in February 1997, specializes in the development, production, and sales of automotive bumpers, plastic products, molds, and high-tech molded products [1] - The main revenue composition of the company includes 84.54% from plastic automotive decorative parts, 6.95% from specialized equipment and molds, 3.48% from medical products, 2.58% from castings, 1.34% from materials and other goods, and 1.11% from asset leasing [1] Group 2 - From the perspective of major circulating shareholders, a fund under China Merchants Fund has entered the top ten circulating shareholders of Mould Technology, holding 9.3146 million shares, which is 1.01% of the circulating shares [2] - The fund, China Merchants Quantitative Selected Stock Initiation A (001917), has achieved a return of 38% this year, ranking 972 out of 4222 in its category, and a return of 78.64% over the past year, ranking 997 out of 3804 [2] - The fund manager, Wang Ping, has a cumulative tenure of 15 years and 91 days, with the fund's total asset scale at 16.687 billion CNY [2]
长源东谷股价涨6.44%,广发基金旗下1只基金重仓,持有210.01万股浮盈赚取455.73万元
Xin Lang Cai Jing· 2025-09-16 01:58
数据显示,广发基金旗下1只基金重仓长源东谷。广发盛锦混合A(012526)二季度持有股数210.01万 股,占基金净值比例为4.13%,位居第五大重仓股。根据测算,今日浮盈赚取约455.73万元。 广发盛锦混合A(012526)成立日期2021年8月30日,最新规模12.18亿。今年以来收益21.78%,同类排 名3934/8174;近一年收益36.44%,同类排名4579/7982;成立以来亏损36.27%。 9月16日,长源东谷涨6.44%,截至发稿,报35.89元/股,成交5024.79万元,换手率0.44%,总市值 116.33亿元。 资料显示,襄阳长源东谷实业股份有限公司位于湖北省襄阳市襄州区钻石大道(洪山头工业园),成立日 期2001年12月19日,上市日期2020年5月26日,公司主营业务涉及柴油发动机零部件的研发、生产及销 售。主营业务收入构成为:缸体55.32%,缸盖34.97%,连杆5.61%,其他(补充)2.11%,其他产品 1.98%。 从基金十大重仓股角度 段涛累计任职时间5年123天,现任基金资产总规模22.79亿元,任职期间最佳基金回报66.83%, 任职期 间最差基金回报-45 ...
银轮股份股价涨6.37%,湘财基金旗下1只基金重仓,持有3万股浮盈赚取6.93万元
Xin Lang Cai Jing· 2025-09-16 01:44
9月16日,银轮股份涨6.37%,截至发稿,报38.59元/股,成交4.29亿元,换手率1.42%,总市值322.15亿 元。 湘财长弘灵活配置混合A(010076)基金经理为包佳敏。 资料显示,浙江银轮机械股份有限公司位于浙江省天台县福溪街道始丰东路8号,成立日期1999年3月10 日,上市日期2007年4月18日,公司主营业务涉及油、水、气、冷媒间的热交换器、汽车空调等热管理 产品以及后处理排气系统相关产品的研发、生产与销售。主营业务收入构成为:热交换器88.73%,其 他10.51%,贸易0.76%。 从基金十大重仓股角度 数据显示,湘财基金旗下1只基金重仓银轮股份。湘财长弘灵活配置混合A(010076)二季度增持1万 股,持有股数3万股,占基金净值比例为3.91%,位居第八大重仓股。根据测算,今日浮盈赚取约6.93万 元。 湘财长弘灵活配置混合A(010076)成立日期2020年9月24日,最新规模1196.29万。今年以来收益 28.91%,同类排名2810/8174;近一年收益52.4%,同类排名2927/7982;成立以来亏损11.58%。 截至发稿,包佳敏累计任职时间1年197天,现任基金资产 ...