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中来股份股价跌5.26%,南方基金旗下1只基金位居十大流通股东,持有796.39万股浮亏损失358.38万元
Xin Lang Cai Jing· 2026-01-30 02:48
南方中证1000ETF(512100)成立日期2016年9月29日,最新规模789.96亿。今年以来收益9.68%,同类 排名1620/5557;近一年收益44.39%,同类排名1733/4285;成立以来收益25.44%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间7年86天,现任基金资产总规模1370.2亿元,任职期间最佳基金回报 285.52%, 任职期间最差基金回报-15.93%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本 文出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 1月30日,中来股份跌5.26%,截至发稿,报8.10元/股,成交4.17亿元,换手率5.23%,总市值88.26亿 元。 资料显示,苏州中来光伏新材股份有限公司位于江苏省常熟市沙家浜镇常昆工业园区青年路,成立日期 2008年3月7日,上市日期2014年9月12日,公司主营业务涉及太阳能电池背膜的研发、生产和销售。主 营业务收入构成为:光伏应用系统55.36% ...
阳光电源:光伏逆变器不在出口退税调整清单内,储能业务整体影响可控
Sou Hu Cai Jing· 2026-01-30 02:32
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 有投资者在互动平台向阳光电源提问:"300274:财政部宣布4月1日起下调电池产品出口退税率,请问 这对公司的出口业务影响如何?公司出口的储能产品主要是电池单品还是储能系统集成,如果是系统集 成应该不受这次退税政策的影响,对吗?谢谢!" 来源:市场资讯 针对上述提问,阳光电源回应称:"感谢您对公司的关注。光伏逆变器不在本次出口退税调整清单内, 预计该部分业务不会受到影响。公司储能产品是储能系统集成,需要采购储能电芯,公司储能业务会努 力传导成本上升,预计整体影响可控。谢谢!" ...
帮主郑重:黄金白银的终局,根本不是涨涨跌跌!
Sou Hu Cai Jing· 2026-01-30 02:25
Core Viewpoint - The article discusses the volatility of gold and silver prices, emphasizing the importance of understanding their underlying value rather than focusing on short-term fluctuations. It suggests that both assets serve as long-term investments, with gold primarily acting as a safe haven and silver being influenced by industrial demand and market dynamics [1][3][5]. Group 1: Gold Market Insights - Gold is viewed as a "safety cushion" during economic instability, with both individuals and central banks preferring to hold gold as a store of value [3]. - Central banks have been increasing their gold reserves for eight consecutive years, indicating a long-term bullish sentiment towards gold [3]. - The long-term value of gold is not determined by daily price changes but by its role in economic downturns, as evidenced by historical cases of individuals holding gold for significant life events [3][4]. Group 2: Silver Market Dynamics - Silver possesses dual characteristics: it serves as a safe haven like gold and is also driven by industrial demand, particularly in the solar energy sector [3]. - The global solar installation capacity is expected to exceed 500 GW by 2026, which will increase silver demand due to its use in solar panels [3]. - Silver's market value is significantly lower than gold's, making it more susceptible to price volatility, as evidenced by a previous instance where silver's price surged by 16% in a single day before quickly retracting [3][4]. Group 3: Investment Strategies - A recommended strategy for investing in gold is the "pyramid building method," where purchases are made incrementally as prices decline [4]. - For silver, investors should monitor not only market sentiment but also industrial indicators such as solar panel shipments and inventory levels to avoid pitfalls [4]. - The article emphasizes the importance of understanding core indicators, such as the U.S. 10-year TIPS yield for gold and developments in the solar industry for silver, to make informed investment decisions [4][5]. Group 4: Economic Indicators and Trends - The article notes a pattern in commodity price movements, where gold typically leads, followed by silver, copper, oil, and finally agricultural products, reflecting economic cycles [5]. - The current volatility in gold and silver prices may signal a shift in the economic cycle, prompting investors to reassess their strategies [5]. - Long-term value is the essence of both gold and silver investments, with gold being influenced by safe-haven demand and monetary easing, while silver is affected by industrial demand and inventory levels [5].
上市公司2025年报业绩预告显示:石油和化工行业景气度缓慢回暖
Zhong Guo Hua Gong Bao· 2026-01-30 02:25
预增公司还集中于改性塑料、民爆、钾肥、化学制剂等板块。 "去年,化工行业产能扩张接近尾声,需求端迎来修复,叠加原料成本上涨以及部分化工产品价格反 弹,一定程度上推动行业景气度回暖。"陕西巨丰投资资讯有限责任公司高级投资顾问朱华雷说。 更值得一提的是,2025年以来,全球锂电市场迎来强劲复苏态势,动力电池、储能电池需求持续爆发, 带动产业链上下游企业经营业绩改善。天赐材料、盐湖股份、藏格矿业等十余家锂电上市公司已发布 2025年度业绩预增公告,行业景气度显著回升。 与之形成对比的是,近十家光伏龙头企业发布的2025年业绩预告显示,光伏行业遭遇财务寒冬,全产业 链陷入亏损困局。 此外,多家氯碱上市企业陆续披露2025年业绩预减预告。聚氯乙烯价格在2025年持续下滑成为拖累业绩 的主要原因。 中化新网讯 A股上市公司2025年年报业绩预告目前正进入加速披露期。万得(Wind)数据显示,截至1月 28日,已有1224家A股上市公司发布业绩预告。其中,石油和化工企业180家,按业绩预告类型来看, 业绩预喜公司124家;业绩预忧公司56家,显示行业景气度缓慢回暖。 2025年,中国经济在压力中稳步前行,经济总量首次突破1 ...
弘元绿能股价跌5.12%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有463.63万股浮亏损失672.26万元
Xin Lang Cai Jing· 2026-01-30 02:23
Group 1 - Hongyuan Green Energy's stock price dropped by 5.12% to 26.86 CNY per share, with a trading volume of 265 million CNY and a turnover rate of 1.42%, resulting in a total market capitalization of 18.347 billion CNY [1] - The company, established on September 28, 2002, and listed on December 28, 2018, primarily engages in the research, production, and sales of precision machine tools and monocrystalline silicon materials, with 94.43% of its revenue coming from the photovoltaic silicon industry chain [1] Group 2 - Huatai-PB Fund has a fund that ranks among the top ten circulating shareholders of Hongyuan Green Energy, having reduced its holdings by 89,200 shares in the third quarter, now holding 4.6363 million shares, which is 0.68% of the circulating shares, resulting in an estimated floating loss of approximately 6.7226 million CNY [2] - The Huatai-PB Photovoltaic ETF (515790), established on December 7, 2020, has a current size of 11.253 billion CNY, with a year-to-date return of 13.54% and a one-year return of 52.53% [2] Group 3 - Huatai-PB Fund's Basic Faced Selection A (007306) increased its holdings in Hongyuan Green Energy by 7,400 shares in the fourth quarter, now holding 149,000 shares, which constitutes 4.63% of the fund's net value, leading to an estimated floating loss of about 216,000 CNY [3] - The fund, established on June 5, 2019, has a current size of 52.334 million CNY, with a year-to-date return of 4.35% and a one-year return of 35.5% [3]
TCL中环股价跌5.1%,中金基金旗下1只基金重仓,持有7.26万股浮亏损失3.63万元
Xin Lang Cai Jing· 2026-01-30 02:21
中金华证清洁能源指数发起A(016915)成立日期2022年10月27日,最新规模1151.49万。今年以来收益 13.2%,同类排名667/5557;近一年收益55%,同类排名1049/4285;成立以来亏损27.6%。 中金华证清洁能源指数发起A(016915)基金经理为刘重晋。 截至发稿,刘重晋累计任职时间8年184天,现任基金资产总规模23.14亿元,任职期间最佳基金回报 33.91%, 任职期间最差基金回报-26.57%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本 文出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 1月30日,TCL中环跌5.1%,截至发稿,报9.31元/股,成交8.63亿元,换手率2.24%,总市值376.41亿 元。 资料显示,TCL中环新能源科技股份有限公司位于天津新技术产业园区华苑产业区(环外)海泰南道10 号,成立日期1988年12月21日,上市日期2007年4月20日,公司主营业务涉及半导体电子信息产业、半 导体节能产 ...
横店东磁股价跌5.2%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有925.37万股浮亏损失1036.42万元
Xin Lang Cai Jing· 2026-01-30 02:20
光伏ETF(515790)基金经理为李茜、李沐阳。 截至发稿,李茜累计任职时间6年89天,现任基金资产总规模526.72亿元,任职期间最佳基金回报 111.56%, 任职期间最差基金回报-18.35%。 1月30日,横店东磁跌5.2%,截至发稿,报20.41元/股,成交3.63亿元,换手率1.08%,总市值332.01亿 元。 资料显示,横店集团东磁股份有限公司位于浙江省东阳市横店华夏大道233号东磁大厦,成立日期1999 年3月30日,上市日期2006年8月2日,公司主营业务涉及永磁铁氧体、软磁铁氧体、其他磁性材料(永磁 烧结料粉和永磁粘结料粉)及电池、太阳能光伏产品的生产和销售。主营业务收入构成为:光伏产品 67.47%,磁性材料16.24%,锂电池10.77%,器件3.62%,其他(含其他业务收入)1.89%。 从横店东磁十大流通股东角度 数据显示,华泰柏瑞基金旗下1只基金位居横店东磁十大流通股东。光伏ETF(515790)三季度减持 22.75万股,持有股数925.37万股,占流通股的比例为0.57%。根据测算,今日浮亏损失约1036.42万元。 光伏ETF(515790)成立日期2020年12月7日 ...
A股三大指数集体低开
第一财经· 2026-01-30 01:51
2026.01. 30 本文字数:438,阅读时长大约1分钟 作者 | 一财 阿驴 09:27 黄金概念股多数低开,白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价开 盘。 09:25 A股开盘丨三大指数集体低开 上证指数低开0.63%,深证成指低开0.6%,创业板指低开0.09%。科创综指低开0.39%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | how | 4131.99 | -25.99 | -0.63% | | 399001 | 深证成指 | ิ | 14214.14 | -85.94 | -0.60% | | 399006 | 创业板指 | N | 3301.54 | -2.97 | -0.09% | | 000680 | 科创综指 | | 1823.88 | -7.22 | -0.39% | 盘面上,黄金、基本金属板块大跌,个股现跌停潮。半导体、光伏、AI应用题材走弱。 09:22 港股开盘丨恒生指数低开0.65% 恒生指数低开0.65%,恒生科技指 ...
能辉科技1月29日获融资买入657.86万元,融资余额2.17亿元
Xin Lang Cai Jing· 2026-01-30 01:47
Group 1 - The core viewpoint of the news is that Nenghui Technology experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity concerns [1] - On January 29, Nenghui Technology's stock fell by 2.50%, with a trading volume of 68.90 million yuan. The financing buy-in amount was 6.58 million yuan, while the financing repayment was 10.20 million yuan, resulting in a net financing outflow of 3.62 million yuan [1] - As of January 29, the total balance of margin trading for Nenghui Technology was 217 million yuan, which accounts for 5.19% of its circulating market value, indicating a high level of financing compared to the past year [1] Group 2 - As of November 28, the number of shareholders for Nenghui Technology was 12,500, a decrease of 3.45% from the previous period, while the average circulating shares per person increased by 6.17% to 9,316 shares [2] - For the period from January to September 2025, Nenghui Technology achieved an operating income of 1.018 billion yuan, representing a year-on-year growth of 14.03%. However, the net profit attributable to shareholders decreased by 54.52% to 23.34 million yuan [2] - Nenghui Technology has distributed a total of 151 million yuan in dividends since its A-share listing, with 90.60 million yuan distributed over the past three years [3]
仕净科技1月29日获融资买入620.94万元,融资余额1.02亿元
Xin Lang Cai Jing· 2026-01-30 01:47
Group 1 - The core point of the news is that Shijin Technology experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity issues and market sentiment challenges [1][2]. - On January 29, Shijin Technology's stock fell by 1.08%, with a trading volume of 84.85 million yuan. The financing buy-in amount was 6.21 million yuan, while the financing repayment was 10.01 million yuan, resulting in a net financing buy of -3.80 million yuan [1]. - As of January 29, the total balance of margin trading for Shijin Technology was 102 million yuan, which represents 3.91% of its circulating market value, indicating a low financing balance compared to the past year [1]. Group 2 - As of September 30, the number of shareholders for Shijin Technology increased to 20,900, up by 3.34%, while the average circulating shares per person decreased by 3.23% to 9,649 shares [2]. - For the period from January to September 2025, Shijin Technology reported a revenue of 1.11 billion yuan, a year-on-year decrease of 65.44%, and a net profit attributable to shareholders of -226 million yuan, a significant decline of 256.77% [2]. - Since its A-share listing, Shijin Technology has distributed a total of 42.98 million yuan in dividends [3].