1月12日，A股三大指数上攻，沪指震荡走强继续刷新十年多新高，中证石化产业指数盘中小幅下 探，成分股涨跌互现，光威复材、中复神鹰、蓝晓科技等领涨。资金低位布局，石化ETF（159731）近 3天获得连续资金净流入，合计"吸金"3991.40万元。 华西证券表示，伴随市场成交额突破3万亿元，A股震荡中枢再度向上突破，春季做多窗口期有望 延续：一是12月PMI和通胀数据好于预期，为春季行情提供基本面支撑；二是场外资金入市意愿显著回 升。年初至今融资资金、外资等增量资金加速流入，后续保险资金、居民资金等多路场外增量资金入市 值得期待；三是春节前后，科技产业事件催化预期有利于市场风险偏好的维持。行业配置上，1、关注 科技产业主题行情的扩散：如AI应用、商业航天、机器人、核聚变等；2、受益于"反内卷"与涨价方 向，如化工、有色金属等。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.c ...

中国经济网北京1月12日讯 A股三大指数今日早盘集体上涨，截至午间收盘，上证综指报4151.14点，涨幅 0.75%；深证成指报14305.10点，涨幅1.31%；创业板指报3366.71点，涨幅1.17%。 (责任编辑：马欣) | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 文化传媒 | 7.38 | 5510.93 | 750.41 | 13.47 | 81 | 3 | | 2 | 军工电子 | 7.00 | 2959.18 | 897.60 | 57.40 | 28 | ব | | 3 | IT服务 | 6.78 | 5617.40 | 1036.79 | 89.60 | 125 | 3 | | 4 | 软件开发 | 6.12 | 4072.99 | 1055.59 | 128.15 | 132 | 4 | | 5 | 影视院线 | 5.82 | 1321.53 | 128.50 | 16.59 ...

1月12日，红四方盘中上涨2.03%，截至10:34，报30.71元/股，成交6213.47万元，换手率3.15%，总市值 79.85亿元。 分红方面，红四方A股上市后累计派现3000.00万元。 资金流向方面，主力资金净流入524.36万元，特大单买入110.86万元，占比1.78%，卖出0.00元，占比 0.00%；大单买入1322.22万元，占比21.28%，卖出908.72万元，占比14.63%。 机构持仓方面，截止2025年9月30日，红四方十大流通股东中，南方中证1000ETF（512100）位居第一 大流通股东，持股71.12万股，相比上期减少1.34万股。圆信永丰医药健康A（006274）位居第三大流通 股东，持股45.00万股，为新进股东。华夏中证1000ETF（159845）位居第四大流通股东，持股42.41万 股，相比上期增加1500.00股。圆信永丰聚优A（010469）位居第五大流通股东，持股40.01万股，相比 上期减少4.03万股。广发中证1000ETF（560010）位居第七大流通股东，持股32.54万股，相比上期减少 1.59万股。富国中证农业主题ETF（159825）位居第 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001231 | 农心科技 | 25.20 | -5.90% | 12.01万 | 3.02亿 | | 600596 | 新安股份 | 12.19 | -3.48% | 50.45万 | 6.17亿 | | 300505 | 川金诺 | 25.35 | -2.87% | 43.52万 | 11.12亿 | | 002258 | 利尔化学 | 13.92 | -2.79% | - 32.92万 | 4.58亿 | | 603360 | 百傲化学 | 31.93 | -1.87% | 12.49万 | 4.00 乙 | | 600691 | 潞化科技 | 3.09 | -1.59% | 46.23万 | 1.43亿 | | 600078 | 澄星股份 | 10.30 | -1.53% | 34.75万 | 3.59亿 | | 600389 | 江山股份 | 24.46 | -1.49% | 8.32万 | 2.04亿 | | 301035 | 润丰股份 ...

Core Viewpoint - LuHua Technology's stock price has shown fluctuations with a recent decline, while the company has experienced a notable increase in stock price year-to-date and over recent trading periods [1][2]. Group 1: Stock Performance - As of January 9, LuHua Technology's stock price decreased by 2.23% to 3.07 CNY per share, with a trading volume of 800.93 million CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 7.294 billion CNY [1]. - Year-to-date, LuHua Technology's stock price has increased by 11.23%, with a 5-day increase of 11.23%, a 20-day increase of 5.14%, and a 60-day increase of 1.99% [2]. Group 2: Trading Activity - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on January 6, where it recorded a net purchase of 35 million CNY, accounting for 43.19% of total trading volume [2]. - The net outflow of main funds was 2.9264 million CNY, with large orders showing a buy of 12.187 million CNY (15.22%) and a sell of 13.500 million CNY (16.86%) [1]. Group 3: Financial Performance - For the period from January to September 2025, LuHua Technology reported a revenue of 7.517 billion CNY, a year-on-year decrease of 5.06%, while the net profit attributable to shareholders was -364 million CNY, reflecting a year-on-year increase of 6.01% [3]. - The company has distributed a total of 10.9431 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 6.51% to 55,200, with an average of 43,009 circulating shares per person, a decrease of 6.11% [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest, holding 14.9354 million shares as a new shareholder [4].

Core Viewpoint - The stock of Hualu Hengsheng has experienced fluctuations, with a recent decline of 2.02%, while the company has shown a year-to-date increase of 3.18% in stock price [1]. Group 1: Stock Performance - As of January 9, Hualu Hengsheng's stock price is 32.43 CNY per share, with a market capitalization of 68.856 billion CNY [1]. - The stock has increased by 3.18% year-to-date, 17.12% over the past 20 days, and 27.42% over the past 60 days [1]. - The trading volume on January 9 was 1.91 billion CNY, with a turnover rate of 0.27% [1]. Group 2: Financial Performance - For the period from January to September 2025, Hualu Hengsheng reported a revenue of 23.552 billion CNY, a year-on-year decrease of 6.46%, and a net profit attributable to shareholders of 2.374 billion CNY, down 22.14% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 8.965 billion CNY, with 4.775 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders is 44,000, a decrease of 16.59% from the previous period, while the average number of circulating shares per person increased by 19.90% to 48,213 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 37.98 million shares, a decrease of 38.3747 million shares from the previous period [3].

Core Viewpoint - The agricultural chemical sector experienced a decline of 0.69% on January 8, with Hongda Co., Ltd. leading the drop. The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1]. Group 1: Stock Performance - The top-performing stocks in the agricultural chemical sector included Chuanjinnuo, which rose by 10.17% to a closing price of 26.10, and Lianhua Technology, which increased by 10.01% to 16.16 [1]. - Other notable gainers included *ST Huifeng with a 5.24% increase, Xin'an Co. with a 3.52% increase, and Tianmo Co. with a 1.78% increase [1]. - Conversely, Hongda Co. saw a decline of 4.01% to a closing price of 12.45, while Yadi International and Yangnong Chemical also experienced declines of 3.59% and 2.79%, respectively [2]. Group 2: Trading Volume and Capital Flow - The agricultural chemical sector saw a net outflow of 6.92 billion yuan from major funds, while retail investors contributed a net inflow of 6.19 billion yuan [2]. - The trading volume for Chuanjinnuo reached 761,100 shares, with a transaction value of 2.026 billion yuan, indicating strong investor interest [1]. - Lianhua Technology had a trading volume of 1,031,900 shares, with a transaction value of 1.6 billion yuan, reflecting significant market activity [1]. Group 3: Fund Flow Analysis - Lianhua Technology had a net inflow of 2.63 billion yuan from major funds, while it faced a net outflow of 1.87 billion yuan from speculative funds [3]. - Xin'an Co. experienced a net inflow of 63.25 million yuan from major funds, but a net outflow of 79.51 million yuan from retail investors [3]. - The overall fund flow indicates a mixed sentiment among different investor categories, with major funds showing caution while retail investors remained optimistic [2][3].

Core Viewpoint - Yuntianhua's stock price has shown fluctuations, with a recent decline of 2.01% on January 8, 2025, while the company has experienced a year-to-date increase of 3.86% [1][2]. Group 1: Stock Performance - As of January 8, 2025, Yuntianhua's stock price is reported at 34.70 CNY per share, with a total market capitalization of 632.58 billion CNY [1]. - The stock has increased by 2.60% over the last five trading days, 12.48% over the last 20 days, and 19.94% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Yuntianhua achieved a revenue of 375.99 billion CNY, representing a year-on-year decrease of 19.53%, while the net profit attributable to shareholders increased by 6.89% to 47.29 billion CNY [2]. Group 3: Business Overview - Yuntianhua, established on July 2, 1997, and listed on July 9, 1997, is primarily engaged in the production of fertilizers, phosphate mining, and organic chemicals [2]. - The company's revenue composition includes phosphate fertilizers (27.99%), commodity grains (19.87%), compound fertilizers (12.51%), and urea (10.28%), among others [2]. Group 4: Shareholder Information - As of September 30, 2025, Yuntianhua had 106,200 shareholders, a decrease of 1.03% from the previous period, with an average of 17,165 circulating shares per shareholder, an increase of 1.04% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 121 million shares, a decrease of 10.9 million shares from the previous period [3].

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported better-than-expected performance for 2025, with a projected net profit attributable to shareholders of 82.9-88.9 billion yuan, representing a year-on-year growth of 77.78%-90.65%. The fourth quarter net profit is expected to be 37.9-43.9 billion yuan, showing a year-on-year increase of 148.9%-188.3% and a quarter-on-quarter increase of 90.5%-120.7% [3][4] - The company plans to acquire a 51% stake in Minmetals Salt Lake for 4.605 billion yuan, which is expected to enhance its potassium and lithium resource control [4][7] - The company is expected to benefit from the recovery in potassium and lithium prices, as well as the confirmation of deferred tax assets, leading to an upward revision of profit forecasts for 2025-2027 [3][4] Financial Summary - The company expects to achieve operating revenue of 163.17 billion yuan in 2025, with a year-on-year growth of 7.8%. The net profit attributable to shareholders is projected to be 85.57 billion yuan in 2025, with an EPS of 1.62 yuan per share [5][12] - The gross margin is expected to improve to 63.8% in 2025, while the net margin is projected to be 52.4% [5][12] - The company’s total market capitalization is approximately 171.29 billion yuan, with a current price-to-earnings ratio (P/E) of 20.0 for 2025 [1][5] Production and Sales Data - In 2025, the company’s potassium chloride production is estimated at 4.9 million tons, a slight decrease of 1.2% year-on-year, while lithium carbonate production is expected to increase by 16.2% to 46,500 tons [4][9] - The average price for potassium chloride is projected to be 3,002 yuan per ton in 2025, reflecting a year-on-year increase of 21.5%, while lithium carbonate prices are expected to decline [4][9] Acquisition Impact - Following the acquisition of Minmetals Salt Lake, the company’s potassium chloride and lithium carbonate production capacity is expected to expand significantly, with a long-term goal of reaching 10 million tons per year for potassium chloride and 200,000 tons per year for lithium salts by 2030 [7][8] - Minmetals Salt Lake has proven reserves of 1.463 million tons of potassium chloride and 164,590 tons of lithium chloride, which will enhance the company's resource base [4][7]

Market Performance - The agricultural chemical sector increased by 4.04% on January 6, with LuHua Technology leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Individual Stock Performance - LuHua Technology (600691) closed at 3.04, up 10.14%, with a trading volume of 380,400 shares and a transaction value of 113 million yuan [1] - Chengxing Co., Ltd. (600078) closed at 66.01, up 10.01%, with a trading volume of 430,500 shares and a transaction value of 453 million yuan [1] - Nongxin Technology (001231) closed at 30.17, up 9.99%, with a trading volume of 118,100 shares and a transaction value of 354 million yuan [1] - Xingfa Group (600141) closed at 37.50, up 8.89%, with a trading volume of 385,800 shares and a transaction value of 1.406 billion yuan [1] - Hualu Hengsheng (600426) closed at 33.28, up 6.29%, with a trading volume of 275,800 shares and a transaction value of 903 million yuan [1] Capital Flow Analysis - The agricultural chemical sector saw a net inflow of 5.3654 million yuan from institutional investors, while retail investors experienced a net outflow of 48.2077 million yuan [2][3] - The main capital inflow was observed in YunTianHua (600096) with a net inflow of 155 million yuan, while Chengxing Co., Ltd. (600078) had a net outflow of 53.3868 million yuan from retail investors [3]