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寻找下一个明星——港股通2025年9月调整名单预测
2025-07-09 02:40
寻找下一个明星——港股通 2025 年 9 月调整名单预测 20250708 摘要 港股市场整体呈现震荡但缓慢上升的格局,盈利预期稳定、无风险利率 下降及高股息板块投资者增加是主要驱动因素。当前市场隐含股权风险 溢价约为 5.4%,情绪指标略有上行空间。 港股通对港股市场影响显著,港股通投资者贡献的成交量已达总成交量 的 25%,未来需重视港股通纳入标的带来的投资机会。低成本资金通过 港股通抬高指数估值,压低隐含 ERP 波动区间。 无风险利率环境下降将推动港股市场,美联储降息预期最早可能在 2025 年 9 月或第四季度实现。HIBOR 波动主要受短期 IPO 活动和派息 影响,对主流投资者资金成本影响相对间接。 公司被剔除出港股通通常对其股价产生较大压力,而被纳入港股通的公 司,其股价平均涨幅通常为正。关注哪些公司可能入通或出通,对投资 具有重要指导意义。 周六福受益于金价上涨和滞后需求释放,黄金珠宝销售额在社零全品类 中排名靠前,并保持双位数增长。公司聚焦下沉市场,全国性布局完善, 产品矩阵丰富,线上收入占比高。 Q&A 申万宏源对 2025 年下半年港股市场的策略观点是什么? 根据申万宏源的半年度策略 ...
大阪世博会中国馆“浙江周”即将启幕
Mei Ri Shang Bao· 2025-07-08 23:03
据了解,大阪世博会中国馆已成为国际经贸交流的重要枢纽。中国贸促会6月例行发布会数据显示,截 至6月底,正在大阪世博会开设的中国馆已经举办20余场省区市活动周(日)、企业主题日等活动,在 深化友好关系、国际文化交流、国际经贸交流方面取得了务实成果。 商报记者 杨伊琳 历经一年多的精心策划和周密筹备,2025年日本大阪世博会中国馆"浙江周"系列活动即将于7月12日隆 重启幕。 "浙江周"以"诗画浙江"为主题,为期三天,由浙江省人民政府主办,省贸促会会同相关厅局单位共同承 办。主要内容包括人机共创的书法艺术展演、以"万年赓续·翠叠江南"为主题的浙江历史经典产业展 览、"两山"理念浙江实践案例发布、以"绿动未来 智领发展"为主题的浙江科技创新发展宣介、以"东方 的升维"为主题的浙江文旅推介、"美在浙丝"主题展以及杭州城市日活动、宁波城市日活动等等,内涵 丰富,精彩纷呈。即将在大阪世博会上备受关注的中国馆内,为中外嘉宾观众展现传承与创新、绿色与 发展、开放和包容的诗画浙江、活力浙江。 与此同时,作为全球化程度高企的老牌制造业大国,日本希望通过大阪世博会向世界展示其长期积累和 沉淀的制造技术,大量日本企业也正在借此机会加 ...
欣灵电气: 股票交易异常波动公告
Zheng Quan Zhi Xing· 2025-07-08 13:14
Group 1 - The company, Xining Electric Co., Ltd., experienced abnormal stock trading fluctuations on July 4, 2025, as per the regulations of the Shenzhen Stock Exchange [1] - The company conducted verification regarding the abnormal trading situation by inquiring with its controlling shareholder and actual controller, confirming no undisclosed significant information affecting the stock [1] - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the relevant regulations of the Shenzhen Stock Exchange, and previous disclosures do not require correction or supplementation [1]
消息人士:由西门子和德意志银行牵头的德国企业正考虑联合发起一项举措,以提振投资者对德国这一欧洲最大经济体的信心。此次行动可能涉及超过30家公司,并包括吸引私人资本的投资承诺。
news flash· 2025-07-08 12:52
Group 1 - The core initiative is led by Siemens and Deutsche Bank, aiming to boost investor confidence in Germany, the largest economy in Europe [1] - The action may involve over 30 companies and includes commitments to attract private capital investments [1]
正弦电气: 关于取消监事会、修订《公司章程》并办理工商变更登记及制定和修订部分治理制度的公告
Zheng Quan Zhi Xing· 2025-07-08 11:24
证券代码:688395 证券简称:正弦电气 公告编号:2025-033 深圳市正弦电气股份有限公司 关于取消监事会、修订《公司章程》并办理 工商变更登记及制定和修订部分治理制度的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 深圳市正弦电气股份有限公司(以下简称"公司")于 2025 年 7 月 8 日召开 第五届董事会第十一次会议、第五届监事会第十次会议,审议通过了《关于取消 监事会、修订 <公司章程> 并办理工商变更登记的议案》、《关于制定和修订部分治 理制度的议案》等议案,上述议案尚需提交公司股东大会审议。现将有关情况公 告如下: 华人民共和国公司法》 一、取消监事会情况 根据《中华人民共和国公司法》(以下简称《公司法》)、《上海证券交易所科 创板股票上市规则》、《上市公司章程指引》等法律、法规、规章、规范性文件最 新规定,并结合公司实际情况,公司拟取消监事会,由董事会审计委员会行使《公 司法》规定的监事会职权,《监事会议事规则》相应废止;同时《公司章程》《董 事会审计委员会工作细则》等相关制度作出相应修订。 ...
东方电子: 关于为公司全资子公司担保的公告
Zheng Quan Zhi Xing· 2025-07-08 10:19
证券代码:000682 证券简称:东方电子 公告编号:2025-27 东方电子股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 一、担保事项概况 本担保事项经公司第十一届董事会第十三次会议审议通过,无需提交股东会 审议。 二、被担保人基本情况 (一)被担保人概况 仪表销售;配电开关控制设备研发;配电开关控制设备制造;配电开关控制设备 销售;输配电及控制设备制造;智能输配电及控制设备销售;电力设施器材制造; 电力设施器材销售;工业自动控制系统装置制造;工业自动控制系统装置销售; 数字视频监控系统销售;物联网设备制造等。 公司全资子公司烟台东方威思顿电气有限公司(以下简称"威思顿")计划 投标尼泊尔灾备中心建设项目,根据项目投标要求需要公司为威思顿提供项目履 约担保。担保期限:担保将在威思顿中标并签署项目合同正式生效时生效,直至 威思顿在合同项下的全部义务和责任履行完毕为止;若威思顿未能中标,则本担 保自动失效。担保金额涉及项目投标报价尚无法公开披露,经测算项目担保金额 未达到公司股东会审议标准,若威思顿中标并签署合同后,公司将在项目进展公 告中披露详 ...
7月8日创业板活跃股排行榜
Market Performance - The ChiNext Index rose by 2.39%, closing at 2181.08 points, with a total trading volume of 436.544 billion yuan, an increase of 90.032 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1167 stocks closed higher, with 15 stocks rising over 10%, including Xinling Electric, International Composite Materials, and Shouhang New Energy, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 4.34%, with 67 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 49 stocks increased in value today, with Xinling Electric, Shouhang New Energy, and Yihua New Materials closing at the daily limit [2] - The power equipment sector had the most stocks with a turnover rate exceeding 20%, totaling 10 stocks, followed by the electronics and computer sectors, each with 9 stocks [2] Institutional Activity - Seven high turnover ChiNext stocks appeared on the Dragon and Tiger List, with six stocks showing institutional activity [3] - Among these, Zhongyi Technology had four institutional special seats, with a total net purchase of 24.4925 million yuan, while Longyang Electronics had a net sell of 3.1228 million yuan [3] Capital Flow - Among high turnover stocks, 40 stocks experienced net inflows of main funds, with significant inflows into Kela Software, Tianyang Technology, and Shouhang New Energy, amounting to 291 million yuan, 221 million yuan, and 194 million yuan respectively [4] - The stocks with the highest expected net profit growth include Hanyu Pharmaceutical, with an expected net profit median of 152 million yuan, representing a year-on-year increase of 1567.36% [4] Key Stocks Overview - Xinling Electric closed at 38.09 yuan with a daily increase of 20.01% and a turnover rate of 73.19% [5] - Shouhang New Energy closed at 36.00 yuan with a daily increase of 20.00% and a turnover rate of 49.62% [5] - Zhongyi Technology closed at 50.30 yuan with a daily decrease of 1.80% and a turnover rate of 54.32% [5]
欣灵电气换手率73.19%,机构龙虎榜净卖出1150.31万元
欣灵电气今日涨停,全天换手率73.19%,成交额6.67亿元,振幅23.67%。龙虎榜数据显示,机构净卖出 1150.31万元,营业部席位合计净买入141.72万元。 深交所公开信息显示,当日该股因日收盘价涨幅达20.00%、日换手率达73.19%上榜,机构专用席位净 卖出1150.31万元。 具体来看,今日上榜的营业部中,共有2家机构专用席位现身,即卖四、卖五,合计买入金额996.56万 元,卖出金额2146.88万元,合计净卖出1150.31万元。 资金流向方面,今日该股主力资金净流入3594.46万元,其中,特大单净流入5240.82万元,大单资金净 流出1646.36万元。近5日主力资金净流入1.62亿元。(数据宝) 欣灵电气7月8日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司顺德大良证券营业部 | 1699.00 | 0.32 | | 买二 | 联储证券股份有限公司宁波分公司 | 1351.95 | 0.00 | | 买三 | 中泰证券股份有限公司北京大望路证 ...
兆威机电(003021):公司发布新一代灵巧手,积极推进生态建设
Investment Rating - The report assigns a "Buy" rating to the company, indicating a potential upside of 15% to 35% [3][8]. Core Insights - The company has launched a new generation of dexterous hands, ZWHAND, focusing on various applications of embodied intelligence. The DM17 model features a direct drive solution with 17 degrees of freedom and a fingertip pressure range of 5-12N, while the LM06 model has 6 degrees of freedom and a fingertip pressure range of 15-20N, with a total grip strength of 200N [4][5]. - The new dexterous hands demonstrate significant advancements over previous models, including a highly integrated design, improved efficiency and torque stability with new motor technology, and enhanced sensitivity with integrated flexible electronic skin [5]. - The company is actively building an ecosystem around its dexterous hands, having signed agreements with leading robotics firms and component suppliers. It has also submitted an application for H-share listing to raise funds for technology development and capacity expansion [5]. - Profit forecasts for the company indicate net profits of 270 million RMB, 350 million RMB, and 420 million RMB for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 20%, 31%, and 19%. The expected EPS for the same years is 1.1 RMB, 1.5 RMB, and 1.8 RMB, corresponding to P/E ratios of 89x, 69x, and 58x [5][7]. Financial Summary - The company is projected to achieve revenues of 1.88 billion RMB, 2.25 billion RMB, and 2.78 billion RMB for 2025, 2026, and 2027 respectively, with corresponding operating profits of 302 million RMB, 389 million RMB, and 466 million RMB [9]. - The net profit for 2023 is estimated at 180 million RMB, with a growth of 19.55% year-on-year, and is expected to reach 421 million RMB by 2027 [7][9].
昊创瑞通IPO:近八成收入依靠国家电网,研发实力弱于同行,账面资金充足下仍募资补流
Zheng Quan Zhi Xing· 2025-07-08 08:32
Core Viewpoint - The IPO process of Beijing Haocreat Electric Equipment Co., Ltd. is nearing completion, but the company faces significant challenges regarding its reliance on State Grid and its innovation capabilities [1][2][6]. Financial Performance - The company's revenue for the years 2022 to 2024 is projected to be 560 million, 672 million, and 867 million respectively, with a compound annual growth rate (CAGR) of 24.47% [2]. - The corresponding net profit for the same period is expected to be 68.78 million, 88.32 million, and 110 million, with a CAGR of 26.40% [2]. - The sales revenue from State Grid subsidiaries accounted for 88.92%, 91.99%, and 77.38% of total revenue during the same period, indicating a high customer concentration risk [2][3]. Quality Control Issues - The company faced quality issues leading to a six-month suspension from bidding for certain products by two provincial State Grid companies due to product defects [3][4]. - The revenue affected by quality issues was 2.30 million, 1.82 million, and 5.20 million, representing 0.41%, 0.27%, and 0.60% of total revenue respectively [3]. Research and Development (R&D) Concerns - The company's R&D investment from 2022 to 2024 was 17.30 million, 23.36 million, and 32.32 million, representing only 3.09%, 3.47%, and 3.73% of total revenue, significantly lower than industry peers [6][8]. - The company holds only 14 invention patents, with most obtained after 2020, raising concerns about the authenticity of its innovation efforts [7][8]. Profitability Metrics - The company's net profit margin for the years 2022 to 2024 was 12.28%, 13%, and 12.83%, while the gross profit margin was 25.75%, 27.60%, and 25.67%, outperforming industry averages [9][10]. - The company maintains low financial and operational expenses, with financial expense rates of 0.81%, 0.67%, and 0.44% over the same period [11]. Funding and Capital Structure - The company plans to raise 477 million, with 100 million allocated for "working capital," which has raised questions about the necessity of such funding given its cash flow situation [11].