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收评:沪指涨1.32%重回3900点 贵金属板块全天强势
Zhong Guo Jing Ji Wang· 2025-10-09 07:38
A股市场板块涨跌幅排行 | 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 | 需要置 | 8.34 | 1149.96 | 242.01 | 5.77 | 11 | 0 | | 2 | 小我屋 | 5.33 | 1637.13 | 525.13 | 69.43 | 26 | 0 | | 3 | 工业等屋 | 5.04 | 6553.01 | 803.91 | 31.72 | રેણ | വ | | 4 | 金属新材料 | 5.00 | 911.58 | 202.21 | 20.05 | 30 | വ | | 5 | 脂脂等遥 | 3.96 | 697.97 | 360.25 | 16.35 | 11 | വ | | 6 | 风电设备 | 3.41 | 1481.92 | 218.90 | 11.57 | 27 | 1 | | 7 | 钢铁 | 3.03 | 4863.16 | 200.40 | 25.0 ...
金属新材料板块9月30日涨1.84%,铂科新材领涨,主力资金净流出1.89亿元
Market Performance - The metal new materials sector increased by 1.84% on September 30, with Placo New Materials leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Placo New Materials (300811) closed at 84.32, with a rise of 12.44% and a trading volume of 227,600 shares, amounting to 1.93 billion yuan [1] - Other notable performers included: - Yuenan New Materials (688786) at 28.98, up 5.84% [1] - Zhenghai Aomaterials (300224) at 16.84, up 3.95% [1] - Zhongzhou Special Materials (300963) at 18.76, up 3.82% [1] - Tunan Co., Ltd. (300855) at 29.94, up 3.74% [1] Capital Flow - The metal new materials sector experienced a net outflow of 189 million yuan from institutional investors and 83.30 million yuan from speculative funds, while retail investors saw a net inflow of 272 million yuan [2] - Specific stock capital flows included: - Zhenghai Magnetic Materials (300224) with a net inflow of 101 million yuan from institutional investors [2] - Zhongzhou Special Materials (300963) with a net inflow of 39.82 million yuan from institutional investors [2] - An Tai Technology (000969) with a net inflow of 15.40 million yuan from institutional investors [2]
西部超导股价涨5.11%,中银证券旗下1只基金重仓,持有200股浮盈赚取620元
Xin Lang Cai Jing· 2025-09-30 02:28
Core Viewpoint - Western Superconducting Technologies Co., Ltd. has seen a significant stock price increase, reflecting positive market sentiment and potential investment opportunities in the superconducting materials sector [1][2]. Company Overview - Western Superconducting Technologies Co., Ltd. was established on February 28, 2003, and went public on July 22, 2019. The company is located in Xi'an Economic and Technological Development Zone, Shaanxi Province [1]. - The company's main business includes the research, production, and sales of high-end titanium alloy materials, superconducting products, and high-performance high-temperature alloy materials. The revenue composition is as follows: high-end titanium alloy materials 57.59%, superconducting products 29.34%, high-performance high-temperature alloy materials 9.01%, and others 4.07% [1]. Stock Performance - As of September 30, the stock price of Western Superconducting increased by 5.11%, reaching 63.75 CNY per share, with a trading volume of 632 million CNY and a turnover rate of 1.55%. The total market capitalization is 41.416 billion CNY [1]. - The stock has experienced a continuous increase over four days, with a cumulative rise of 6.38% during this period [1]. Fund Holdings - According to data, a fund under Bank of China Securities holds a position in Western Superconducting. The fund, Zhongyin Securities CSI 500 ETF Linked A (008258), held 200 shares in the second quarter, accounting for 0.01% of the fund's net value, ranking as the fourth-largest holding [2]. - The fund has achieved a year-to-date return of 27.14%, ranking 2108 out of 4220 in its category, and a one-year return of 39.37%, ranking 1803 out of 3846 [2]. Fund Manager Performance - The fund managers of Zhongyin Securities CSI 500 ETF Linked A are Liu Xianzheng and Zhang Yimin. Liu has a tenure of 7 years and 246 days, with a best fund return of 118.04% and a worst return of -34.66% during his tenure [3]. - Zhang has a tenure of 5 years and 17 days, with a best fund return of 21.46% and a worst return of -40.75% during his tenure [3].
欧莱新材9月29日获融资买入676.26万元,融资余额6534.15万元
Xin Lang Cai Jing· 2025-09-30 01:39
截至9月18日,欧莱新材股东户数6544.00,较上期减少7.48%;人均流通股10357股,较上期增加 8.08%。2025年1月-6月,欧莱新材实现营业收入2.17亿元,同比增长1.23%;归母净利润-695.88万元, 同比减少144.65%。 分红方面,欧莱新材A股上市后累计派现1680.47万元。 责任编辑:小浪快报 9月29日,欧莱新材涨0.59%,成交额4129.23万元。两融数据显示,当日欧莱新材获融资买入额676.26 万元,融资偿还377.04万元,融资净买入299.22万元。截至9月29日,欧莱新材融资融券余额合计 6534.15万元。 融资方面,欧莱新材当日融资买入676.26万元。当前融资余额6534.15万元,占流通市值的5.18%,融资 余额超过近一年80%分位水平,处于高位。 融券方面,欧莱新材9月29日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,广东欧莱高新材料股份有限公司位于广东省韶关市武江区创业路5号C幢厂房,成立日期 2010年5月11日,上市日期 ...
金属新材料板块9月29日涨1.03%,江南新材领涨,主力资金净流出3.19亿元
| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603045 福达合金 | | -3544.14万 | 11.85% | 2968.16万 | 9.93% | -6512.29万 | -21.78% | | 603124 江南新材 | | 3103.08万 | 10.71% | -1881.91万 | -6.50% | -1221.18万 | -4.21% | | 603978 深圳新星 | | 1568.03万 | 5.19% | -495.36万 | -1.64% | -- -1072.67万 | -3.55% | | 688190 云路股份 | | 915.21万 | 12.42% | -496.02万 | -6.73% | -419.19万 | -5.69% | | 300835 龙磁科技 | | 850.26万 | 3.11% | 2053.58万 | 7.50% | -2903.84万 | -10.61 ...
2026上海高性能金属新材料展/高性能合金展/金属加工展
Sou Hu Cai Jing· 2025-09-29 07:49
2026上海高性能金属新材料展/高性能合金展/金属加工展 2026上海国际高性能金属新材料展览会 时间:2026年10月12日-16日 地点:国家会展中心(上海) 【组织单位】 主办单位/Hosts:东浩兰生(集团)有限公司 承办单位/Organizer:上海工业商务展览有限公司\上海弗迪展览有限公司 五、生产加工和设备: 2026上海国际高性能金属新材料展览会组委会:李小姐I-8-I(组委会)I-6-2-2(组委会)2-4-0-5;更多详 情上海国际高性能金属新材料展览会组委会 一、高性能合金材料展区: 二、新型金属材料展区: 三、金属复合材料展区: 四、高品质优特钢展区: 在"工博会"设立金属新材料专题,皆在落实战略性新兴产业"十四五"发展规划,瞄准国际工业用材料最 新技术,应用高性能金属新材料技术提升工业制造技术创新与应用水平,共同推动我国工业新材料产业 持续健康发展。同时,为工业用新材料领域企业提供技术交流、品牌推广、产品/解决方案对接平台。 随着现代科技和工业的发展,高性能金属新材料的应用领域还将不断拓展,对高性能金属新材料的需求 与日俱增,高性能金属新材料产业将迎来历史性发展机遇! 【前言】 高性 ...
博迁新材获43亿~50亿元采购合同,将供应镍粉产品
Ju Chao Zi Xun· 2025-09-29 03:06
9月29日,江苏博迁新材料股份有限公司(以下简称"博迁新材")及子公司宁波广新进出口有限公司(以下简称"广新进出口")与 某公司(以下简称"X公司")签署了《战略合作协议书》。根据协议,博迁新材及广新进出口自2025年8月起至2029年12月31日间 预计向X公司销售5420~6495吨符合双方约定规格的镍粉产品。如按照预计数量、公司目前产品售价及汇率估算,协议销售金额约 为43亿~50亿元。 博迁新材需确保生产的产品质量符合X公司要求的产品规格,各方已就产品质量共同确认产品规格标准。如产品未能达到上述标 准,相关产品将予以更换或维修。本次合作期限自2025年9月1日起至2029年12月31日止。合作期间,若发生的人力不可抗拒且不 可克服的事故如战争、自然灾害等致使交货延期或不能交货,双方都对此不负责任。受影响方应在上述事故发生后立即电告另一 方,并在双方同意后顺延相应交货时间。如不可抗力情形持续超过30天的,受影响的一方有权利取消本合同包括采购订单。 协议的签署及履行均适用《联合国国际货物销售合同公约》,该公约未约定的,适用新加坡法律。凡因本协议引起或与本协议有 关的任何争议,由双方友好协商解决,协商不成的 ...
江苏博迁新材料股份有限公司关于签署日常经营重大合同的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码: 605376 证券简称:博迁新材 公告编号:2025-045 江苏博迁新材料股份有限公司 关于签署日常经营重大合同的公告 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、准确性和完整性承担个别及连带责任。 重要内容提示: ● 合同类型及金额:江苏博迁新材料股份有限公司(以下简称"公司")及子公司宁波广新进出口有限公 司(以下简称"广新进出口")与某公司(以下简称"X公司")签署了《战略合作协议书》(以下简称"协 议书")。协议书约定,公司及广新进出口自2025年8月起至2029年12月31日间预计向X公司销售5420~ 6495吨符合双方约定规格的镍粉产品(以下简称"产品"),具体销售价格在目前价格基础上经友好协商 确定。如按照预计数量、公司目前产品售价及汇率估算,协议销售金额约为43~50亿元(最终以实际销 售订单结算为准),达到《上海证券交易所股票上市规则》规定的披露标准。 ● 特别风险提示: 1、协议双方均具有履约能力,协议书中约定MLCC市场及/或X公司需求发生变化,X公司和公司相应 调 ...
钛:正在崛起的“第三金属”,降本与需求共振迎接黄金时代
KAIYUAN SECURITIES· 2025-09-28 11:14
Group 1: Titanium Industry Overview - Titanium is recognized as the "third metal" due to its lightweight, high strength, and excellent corrosion resistance, making it essential in various industries such as chemical energy, aerospace, and biomedical [3][11][20] - China's titanium processing material production increased from 48,600 tons in 2015 to 159,100 tons in 2023, with a compound annual growth rate of 15.97% [17][18] - The demand for titanium in the chemical sector accounted for 51.23% in 2023, followed by aerospace at 19.79%, indicating a growing market potential as costs decrease [20][26] Group 2: Company Insights - Tiangong Co., Ltd. specializes in the research, production, and sales of titanium and titanium alloy materials, focusing on high-end products such as plates, pipes, and wires [22] - The company has been recognized for its technological advancements and has been designated as a provincial-level enterprise technology center in Jiangsu [22][24] - Tiangong's products are increasingly being applied in consumer electronics, 3D printing, and biomedical fields, reflecting the expanding use of titanium materials [20][22] Group 3: Chemical New Materials Sector Performance - The chemical new materials sector on the North Exchange experienced a decline of 5.68% in the week of September 22 to September 26, 2025, with only the professional technical services sector showing an increase [28][29] - Notable stock performances included Guangxin Technology (+9.01%), Silane Technology (+5.14%), and Ruihua Technology (+3.76%), indicating some resilience within the sector [32][35] - The overall market sentiment remains weak, with various sub-industries, including battery materials and rubber and plastic products, also experiencing declines [28][29]
博迁新材:签订镍粉销售战略合作协议,预计销售金额约43-50亿元
南财智讯9月28日电,博迁新材公告,公司及子公司宁波广新进出口有限公司与X公司签署了《战略合 作协议书》。根据协议,自2025年8月至2029年12月31日,博迁新材及广新进出口预计向X公司销售 5420.00〜6495.00吨符合双方约定规格的镍粉产品,预计销售金额约为43.00-50.00亿元。该协议有助于 公司与客户建立长期稳定的合作关系,符合公司发展战略规划。协议的履行预计将对公司本年度及以后 期间的经营业绩产生积极影响。然而,协议履行过程中存在一定的风险,包括市场需求变化、原材料价 格波动和汇率变动等。 ...