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A股突发!601609跌停,此前6天5板
Zheng Quan Shi Bao· 2025-08-21 03:07
8月21日,A股三大指数集体高开。盘面上,多元金融、券商板块、数字货币等概念涨幅居前;光伏、 稀土、军工板块小幅下跌。 值得注意的是,液冷服务器等AI硬件股开盘走低,金田股份跌停,公司此前走出6天5板行情。飞龙股 份、英维克、科创新源、大元泵业、高澜股份、思泉新材等跌幅居前。 金田股份8月19日公司发布的半年报数据显示,上半年公司共实现营业总收入592.94亿元,同比增长 2.46%,实现净利润3.73亿元,同比增长203.86%。 金田股份8月15日晚间发布股票交易风险提示,公司主要从事有色金属加工业务,主要产品包括铜产品 和稀土永磁材料两大类,其中铜加工产品应用于芯片算力领域的销量占比较小,短期对公司业绩不形成 重大影响,请投资者谨慎决策,理性对待市场热点概念。 港股方面,恒生指数和恒生科技指数下跌,医药股回暖,稳定币概念大涨。众安在线高开6%,泡泡玛 特、中芯国际涨逾2%,老铺黄金涨逾1%。港股券商股多股上涨,耀才证券金融涨近7%,国泰君安国际 涨逾6%。 中兴通讯A股一度涨停 另外,小金属板块异动拉升,章源钨业涨停,中国稀土、翔鹭钨业、北方稀土、厦门钨业、中钨高新跟 涨。 跨境支付板块走强,天融信一字 ...
珠峰黄金(01815.HK):预计中期股东应占净利润7000万—8000万元
Sou Hu Cai Jing· 2025-08-21 02:41
一、本集团于2025年上半年的黄金产品销售额显著上升,导致本集团珠宝新零售业务2025年上半年的整体销售额 录得上升。2025年上半年本集团销售的黄金产品大部分为库存产品,其采购及或加工成本较低,配合2025年上半 年黄金价格的显著上升,本集团黄金产品销售的毛利率大幅增长,令整体毛利上升,并因此本集团珠宝新零售业 务2025年上半年的净利润相较2024年上半年预计录得显著提升; 8月20日,珠峰黄金(01815.HK)发布公告,截至2025年6月30日止六个月的未经审核综合管理账目(未经本公司 核数师或审核委员会确认,审阅或审核,且可予调整)以及本集团目前可获得的其他资料,与截至2024年6月30日 止六个月的本公司拥有人应占净亏损约人民币1100万元相比,本集团预期于2025年上半年录得的本公司拥有人应 占净利润为人民币7000万元至人民币8000万元。排除下述有关授出购股权的费用影响,本集团预期于2025年上半 年录得的本公司拥有人应占净利润为人民币8800万元至人民币9800万元。 对于预期净亏损转为净盈利,珠峰黄金给出的解释为: 珠峰黄金现阶段仍在落实其详细财务资料及表现,2025年上半年的中期业绩公 ...
高盛交易台:做多中国持续,十万亿场外资金蠢蠢欲动
Goldman Sachs· 2025-08-20 14:50
Investment Rating - The report indicates a positive outlook for the Chinese equity market, particularly for small and mid-cap indices, suggesting a favorable investment environment [2][11][8]. Core Insights - Retail investor flows are significantly driving the recent market uptrend, with substantial dry powder still available on the sidelines for further investment [2][4]. - The Shanghai Composite Index (SHCOMP) reached a new 10-year high of 3766, with the consumption sector leading the gains, particularly in liquor and retail expansion [2][3]. - The report highlights strong earnings from companies in the "New Retail" sector, exemplified by PopMart's 12.5% increase post-earnings [3][24]. - There is a notable resilience in the Chinese A-share market, which has attracted significant inflows, contrasting with the sell-off in US tech stocks [4][5]. - The report emphasizes the long-term upside potential in small and mid-cap indices, particularly the CSI1000, due to favorable market conditions and investor sentiment [8][11]. Summary by Sections Retail Investor Dynamics - Retail ownership in indices like CSI1000 and CSI500 is high at 61% and 51% respectively, compared to foreign ownership of only 2.5% and 1.4% [18]. - The CSI1000 index has the highest exposure to margin trading at $62 billion, representing 3.5% of its market cap, indicating a sensitivity to market performance [18]. Market Performance and Trends - Approximately 10% of SHCOMP and 8% of SZCOMP constituents have reached new 52-week highs, indicating a broadening rally [11]. - About 90% of stocks in SHCOMP/SZCOMP are trading above their 50-day moving average, suggesting strong momentum [11]. - The report notes a shift towards higher quality investments, with increased turnover in mid-cap stocks (CSI500) and decreased turnover in micro-cap stocks (CSI2000) [12]. Financial Insights - Goldman Sachs estimates that Chinese households hold approximately 55 trillion yuan in excess deposits, with 22% of household financial assets allocated to mutual funds and equities, indicating potential inflows exceeding 10 trillion yuan into the market [12][13]. - The report outlines the favorable earnings growth projections for various indices, with CSI1000 expected to have a 2025 EPS growth of 54% [18]. Sector Exposure - The CSI1000 index has only about 10% weight in traditional sectors like Financials and Real Estate, while it has a higher exposure to technology and healthcare, aligning with strategic policy directions [18].
珠峰黄金(01815)发盈喜 预计取得中期股东应占净利润7000万-8000万元 同比扭亏为盈
智通财经网· 2025-08-20 14:45
而上述因素被以下因素部分抵销: (iii)如公司2025年3月31日的公告披露,集团于2025年上半年向集团雇员授出购股权,取得人民币约1800 万元的费用(按已授出购股权的公平值入账)。 智通财经APP讯,珠峰黄金(01815)发布公告,与截至2024年6月30日止六个月的公司拥有人应占净亏损 约人民币1100万元相比,集团预期于2025年上半年取得的公司拥有人应占净利润为人民币7000万元至人 民币8000万元。排除下述有关授出购股权的费用影响,集团预期于2025年上半年取得的公司拥有人应占 净利润为人民币8800万元至人民币9800万元。 预期净亏损转为净盈利,乃主要由于以下因素:(i)集团于2025年上半年的黄金产品销售额显著上升,导 致集团珠宝新零售业务2025年上半年的整体销售额取得上升。2025年上半年集团销售的黄金产品大部分 为库存产品,其采购及╱或加工成本较低,配合2025年上半年黄金价格的显著上升,集团黄金产品销售 的毛利率大幅增长,令整体毛利上升,并因此集团珠宝新零售业务2025年上半年的净利润相较2024年上 半年预计取得显著提升;及 (ii)如公司2024年11月5日及2025年1月 ...
周生生预期上半年盈利增长
Bei Jing Shang Bao· 2025-08-20 07:47
Group 1 - The company, Chow Sang Sang, expects its profit attributable to shareholders from continuing operations for the six months ending June 30, 2025, to be between HKD 900 million and HKD 920 million, compared to HKD 520 million for the same period in 2024 [2] - The growth in profit is primarily attributed to the continuous rise in gold prices, which has improved the gross profit margin on gold product sales [2] - Cost control measures and the integration of retail networks have contributed to a reduction in costs [2]
多只港股股价创历史新高
证券时报· 2025-08-20 05:17
Core Viewpoint - The Hong Kong stock market is currently experiencing a period of intensive mid-term earnings disclosures, leading to significant stock price fluctuations for various companies [1][2]. Group 1: Earnings Performance - As of August 20, over 800 companies have reported their mid-term earnings for 2025, with some companies seeing their stock prices soar due to better-than-expected performance, while others faced significant declines due to differing market growth expectations, indicating a "structural differentiation" in the market [2]. - Fuyao Glass and Pop Mart achieved record highs in their stock prices following strong earnings reports, with Fuyao Glass reaching HKD 69.05 per share and Pop Mart surpassing HKD 305 per share [5][9]. - Fuyao Glass reported a revenue of CNY 21.447 billion for the first half of 2025, a year-on-year increase of 16.94%, and a net profit of CNY 4.8 billion, up 37.33% [7]. - Pop Mart's revenue for the first half of 2025 was CNY 13.88 billion, a remarkable year-on-year growth of 204.4%, with an adjusted net profit of CNY 4.71 billion, up 362.8% [9]. - Chow Sang Sang's stock price surged over 27% to HKD 11.42 per share after announcing an expected net profit of HKD 900 million to HKD 920 million for the first half of 2025, compared to HKD 502 million in the same period last year [11]. Group 2: Underperforming Companies - Yancoal Australia saw its stock price drop over 9% on August 20 due to disappointing earnings results, with a reported revenue of AUD 2.675 billion, a year-on-year decrease of 15%, and a net profit of AUD 163 million, down 61% [14][16]. - The decline in Yancoal Australia's performance was attributed to a general drop in global coal prices, with the average selling price of self-produced coal falling 15% to AUD 149 per ton [16]. - Several pharmaceutical stocks also experienced declines, with companies like Simcere Pharmaceutical and Hansoh Pharmaceutical seeing drops exceeding 7% following underwhelming earnings reports [17].
多只港股股价创历史新高
Zheng Quan Shi Bao· 2025-08-20 05:09
福耀玻璃、泡泡玛特等刷新上市以来纪录 Wind数据显示,截至目前,已有超800家公司公布了2025年中期业绩,其中部分公司因业绩超预期股价 飙升,甚至刷新上市以来新高,而部分行业龙头则因市场对未来增长预期的分歧出现大幅回调,市场呈 现"结构性分化"特征。 目前,港股市场进入中期业绩密集披露期,多只港股在业绩公布后,股价波动明显。 在业绩驱动下,多只个股凭借强劲的财务数据和战略布局实现股价大涨,甚至刷新上市以来纪录。 8月20日,在港股整体表现疲软背景下,业绩表现良好的福耀玻璃、泡泡玛特等盘中大涨,股价刷新历 史纪录。 8月20日,福耀玻璃港股的股价一度攀升至69.05港元/股,刷新上市以来新高。 8月19日晚,福耀玻璃披露2025年半年报。公司上半年实现营业收入214.47亿元,同比增长16.94%;实 现归属于上市公司股东的净利润48亿元,同比增长37.33%。公司拟进行中期利润分配,拟每股分配现 金股利0.90元(含税),合计派发现金股利23.5亿元。 泡泡玛特在中期业绩公布后,公司股价一度突破300港元关口,攀升至305港元/股,刷新上市以来新 高,总市值超过4000亿港元。 兖煤澳大利亚的半年报显示, ...
异动盘点0820|锂业股早盘走低;蔚来涨超4%,Viking Therapeutics跌超42%
贝塔投资智库· 2025-08-20 04:01
点击蓝字,关注我们 今日上午港股 1. 周生生(00116)涨超18%, 周生生发布公告,预计中期持续经营业务股东应占溢利约9亿至9.2亿港元。 2. 小鹏汽车-W(09868)涨超4%, 小鹏汽车-W发布截2025年中期业绩,二季度营收同比增长125.3%,创单 季度历史新高。 3. 舜宇光学科技(02382)涨超6%, 8月19日,舜宇光学科技发布截至2025年6月30日止六个月中期业绩, 中期股东应占溢利同比增加52.56%。 5. 翰森制药(03692)跌超8%, 翰森制药公布,公司折让6.5%配股净筹近39亿港元,主要用于创新药物研 发。 6. 泡泡玛特(09992)涨超6%。 泡泡玛特发布2025年中期业绩,上半年经调整净利同比增长3.6倍。 7. 昆仑能源(00135)跌超3%, 8月19日,昆仑能源公布2025年中期业绩,上半年股东应占溢利同比减少 4.36%,中期息派16.6分。 8. 歌礼制药-B(01672)再跌超8%, 歌礼制药近日公告称,拟以先旧后新方式配售,所得款项净额4.68亿 港元。同时,歌礼制药的控股股东套现近3.9亿港元。 9. 易鑫集团(02858)涨超1%, 易鑫集团发 ...
金价大反转!
Sou Hu Cai Jing· 2025-08-19 09:37
此前,国际金价在上周累计下跌3.11%,为今年3月以来的最大单周跌幅。周一早间,金价一度触及近3325美元/盎司的11日新低。 | 品質 | | 黄金价格铂金价格金条价格 | | 单位 | 报价时间 | | --- | --- | --- | --- | --- | --- | | 内地周大福 | 1002 | l | 888 | 元/克 | 2025-8-19 | | 内地周生生 | 1007 | 547 | 940 | 元/克 | 2025-8-19 | | 内地六福珠宝 | 1002 | 547 | 888 | 元/克 | 2025-8-19 | | 内地谢瑞麟 | 1002 | - | 940 | 元/克 | 2025-8-19 | | 内地命至尊 | 1002 | 547 | 888 | 元/克 | 2025-8-19 | | 潮宏基 | 1002 | 547 | 888 | 元/克 | 2025-8-19 | | 菜自首饰 | 985 | 445 | 876 | 元/克 | 2025-8-19 | | 老庙黄金 | 1002 | 470 | 957 | 元/克 | 2025-8-19 | | 老凤 ...
创辉珠宝(08537)股东将股票存入软库中华金融服务 存仓市值1332万港元
智通财经网· 2025-08-18 00:27
创辉珠宝发布公告,配售事项已于2025年8月15日完成。合共6000万股配售股份已按配售价每股配售股 份0.144港元成功配售及发行予不少于六名承配人。 智通财经APP获悉,香港联交所最新资料显示,8月15日,创辉珠宝(08537)股东将股票存入软库中华金 融服务,存仓市值1332万港元,占比20%。 ...