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主力资金监控:电新行业净流出超31亿
news flash· 2025-04-29 06:22
| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | – | 电新行业 | -31.49 | -4.02 | | 2 | 电子 | -11.18 | -1.10 | | 3 | 汽车整车 | -8.21 | -6.61 | | ব | 银行 | -6.55 | -3.57 | | ഗ | 食品饮料行业 | -6.42 | -2.38 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) 主力资金监控:电新行业净流出超31亿 智通财经4月29日电,智通财经星矿数据显示,今日主力资金净流入机械设备、通用设备、文化传媒等板块,净流出电新行业、电 子、汽车整车等板块,其中电新行业净流出超31亿元。个股方面,利欧股份涨停,主力资金净买入8.50亿元位居首位,四川长虹、 兆易创新、博创科技主力资金净流入居前;大位科技遭净卖出超3亿元位居首位,比亚迪、华银电力、胜宏科技主力资金净流出额居 前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | ...
145% 关税下企业现状:有的订单暂停,有的加速出海!对话四大行业管理层
Zhi Tong Cai Jing· 2025-04-29 01:54
Group 1: Durable Consumer Goods Industry - Companies reported an average of 35% of revenue from exports to China and 7% from exports to the U.S. [2] - Most companies are continuing to shift production overseas, with some accelerating the pace due to increased U.S. customer orders ahead of the tariff suspension period [2] - Visibility on price renegotiation remains low, with expectations that U.S. customers and end consumers will bear a larger share of tariff costs [2][4] Group 2: Automotive Industry - Automotive manufacturers are optimistic about European market sales, with minimal impact from U.S.-China trade tensions [6] - Parts suppliers are still receiving new orders from U.S. factories, and many have successfully passed on tariff costs to customers [7] - Most suppliers are maintaining their current capacity expansion and capital allocation plans, with some considering building overseas factories [7][8] Group 3: Industrial Technology Industry - Orders for capital goods saw a pause in early April but returned to normal levels by the second week [9] - Companies are facing challenges in negotiating prices due to high tariffs, with many contracts structured to pass tariff costs onto customers [10] - Most companies are expanding capacity in regions like India, Thailand, and Mexico, awaiting clearer tariff policies [11] Group 4: Solar Industry - U.S. orders for solar products have slowed due to uncertainties surrounding the Inflation Reduction Act [15] - Companies are struggling with pricing negotiations as demand weakens, and concerns about potential high tariffs could further suppress downstream demand [15] - Some companies are considering reducing U.S. operations if risks and profitability do not align favorably compared to other regions [16][18]
中集车辆收盘下跌6.27%,滚动市盈率15.14倍,总市值151.24亿元
Jin Rong Jie· 2025-04-28 10:31
Core Viewpoint - The company CIMC Vehicles has experienced a decline in stock price and profitability, with a current PE ratio significantly lower than the industry average, indicating potential undervaluation in the market [1][2]. Company Summary - CIMC Vehicles closed at 8.07 yuan, down 6.27%, with a rolling PE ratio of 15.14 times and a total market capitalization of 15.124 billion yuan [1]. - The company operates in the semi-trailer and special vehicle manufacturing sector, producing products such as ordinary semi-trailers, tankers, and refrigerated vehicles [1]. - CIMC Vehicles has established several well-known brands, including "Tonghua," "Huajun," and "Vanguard" in North America, and "SDC" and "LAG" in Europe [1]. Financial Performance - For the first quarter of 2025, CIMC Vehicles reported revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59% [1]. - The company's gross profit margin stood at 14.30% [1]. Industry Comparison - The average PE ratio for the automotive manufacturing industry is 29.49 times, with a median of 23.29 times, positioning CIMC Vehicles at the 11th rank within the industry [2]. - As of the first quarter of 2025, 26 institutions held shares in CIMC Vehicles, with a total holding of 95.787 million shares valued at 8.659 billion yuan [1].
【周观点】4月第3周乘用车环比+10.8%,继续看好汽车板块
东吴汽车黄细里团队· 2025-04-28 10:12
未经许可,不得转载或者引用。 投资要点 本周复盘总结 : 四月第三周交强险37.8万辆,环比上周/上月周度+10.8%/-19.9%。 本周SW汽车指数+4.9%,细 分板块涨跌幅排序: SW商用载客车(+6.6%)> SW汽车零部件(+5.7%)> SW汽车(+4.9%)>SW乘用 车(+3.9%)>SW商用载货车(+3.85%)> 重卡指数(+3.79%)>SW摩托车及其他(+2.6%)。本周已覆盖 标的 蔚来-SW、耐世特、春风动力、长华集团、爱柯迪涨幅较好。 本周团队研究成果: 外发深度报告《看好Robotaxi商业化落地拐点已至》;银轮股份、拓普集 团、松原安全、伯特利2024年报点评;瑞鹄模具、旭升集团2025年一季报点评。 本周行业核心变化: 1) 特斯拉2025Q1实现营收193.35亿美元,同环比-9.2%/-24.8%,实现归母净利润4.09亿美元, 同环比-70.6%/-80.8%; 2) 长城汽车2025Q1实现营收400.19亿元,同环比-6.6%/-33.2%,实现 归母净利润17.51亿元,同环比-45.7%/-22.7%; 3) 问界M8上市四天大定突破5万台; 4) 比亚 迪 ...
金十图示:2025年04月28日(周一)富时中国A50指数成分股午盘收盘行情一览:银行、半导体板块走高,保险、汽车板块涨跌不一
news flash· 2025-04-28 03:35
@ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM 金十图示:2025年04月28日(周一)富时中国A50指数成分股午盘收盘行情一览:银行、半导体板块走高,保险、汽车板块涨跌 不一 电力行业 互联网服务 长江电力 东方财富 (8) 中国核电 a Action B 7316.00亿市值 1947.79亿市值 3247.09亿市值 13.07亿成交额 10.36亿成交额 20.65亿成交额 29.90 9.47 20.57 +0.38(+1.29%) +0.14(+1.50%) -0.13(-0.63%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 3733.30亿市值 3030.55亿市值 2326.00亿市值 7.39亿成交额 3.53亿成交额 1.56亿成交额 25.19 17.19 41.83 -0.01(-0.04%) -0.02(-0.12%) -0.17(-0.40%) 消费电子 化学制药 工业富联 立讯精密 恒瑞医药 3572.61亿市值 2252.49亿市值 3183.76亿市值 19.58亿成交额 13.98亿成交额 5.41亿成交额 17.99 31.08 49. ...
A股汽车整车板块盘初走弱,宇通客车跌超7%,中集车辆、中通客车、长城汽车、广汽集团、比亚迪跟跌。
news flash· 2025-04-28 01:39
A股汽车整车板块盘初走弱,宇通客车跌超7%,中集车辆、中通客车、长城汽车、广汽集团、比亚迪 跟跌。 ...
掘金年报一季报业绩解读
2025-04-27 15:11
掘金·年报一季报业绩解读 20250427 摘要 • 福斯特:2025 年胶膜海外产能放量,海外毛利率约 20%高于境内,盈利 优势有望扩大。电子材料业务增长及毛利率提升,显著增厚业绩。预计 2025-2027 年净利润分别为 17.4 亿元、20.2 亿元和 23.6 亿元。 • 联泓新科:2025 年一季度营收 15.4 亿元,同比增长 3%,归母净利润 0.7 亿元,同比增长 39%,主要受益于 EVA 产品销量大增和成本下降。 预计二季度 EVA 价格和盈利有望继续修复,多条新产线陆续放量。 • 联泓新科:计划在 2025-2026 年陆续投产多条新的生产线,包括 20 万吨 EVA 装置、10 万吨 POE 装置以及锂电添加剂 VC、Pae 等 PVC 装置。略 上调 2025-2027 年的盈利预测至 3.02 亿、5.96 亿和 7.38 亿元。 • 阳光电源:2024 年度归母净利润 110 亿元,同比增长 17%,2025 年一 季度利润 38 亿元,同比大增 83%。2024 年度经营性现金流 121 亿元, 同比增长 73%。预计 2025-2027 年归母净利润分别为 144 亿、17 ...
周观点 | 25Q1板块持仓上升 车展高端供给加速【民生汽车 崔琰团队】
汽车琰究· 2025-04-27 14:41
摘要 ► 本 周数据: 2025年4月第3周(4.14-4.20)乘用车销量38.7万辆,同比+9.3%,环比+10.3%;新能源乘用车销量20.4万辆,同比+28.8%,环比+10.3%;新能源渗透率52.8%, 环比持平。 ► 本周行情 : 汽车板块本周表现强于市场 本周( 4月21-4月25日)A股汽车板块上涨4.66%,在申万子行业中排名第1位,表现强于沪深300(+0.56%)。细分板块中,商用载客车、汽车零部件、摩托车及其 他、汽车服务、商用载货车、乘用车分别上涨8.04%、6.32%、6.25%、4.44%、2.16%、2.07%。 ► 本周观点: 本月建议关注核心组合【比亚迪、吉利汽车、小鹏汽车、小米集团、伯特利、拓普集团、新泉股份、沪光股份、春风动力】。 ► 机器人产业化进程加速 看好T链机器人+强智能化主机厂 近期机器人运动会、马拉松后,天工 Ultra 、松延动力 N2 等国产人形机器人表现亮眼,国产人形机器人技术端不断突破,市场开始重新认识到软硬件全闭环能力的稀缺性, 我们全年维度看好 T 链产业化进程 + 强智能化能力的汽车主机厂在机器人领域布局: 1 ) T 链: 市场对于关税问题 ...
汽车和汽车零部件行业周报20250427:25Q1板块持仓上升,车展高端供给加速-20250427
Minsheng Securities· 2025-04-27 14:35
Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, highlighting a strong performance in the sector and suggesting a focus on key companies such as BYD, Geely, and Xiaomi Group [5][32]. Core Insights - The automotive industry is experiencing a significant transformation driven by smart electric vehicles and the acceleration of high-end supply at the Shanghai Auto Show. The report emphasizes the importance of intelligent and globalized breakthroughs among quality domestic car manufacturers [32][34]. - The report identifies a bullish outlook on the T-chain robotics sector and strong intelligent capabilities of automotive manufacturers, particularly in the context of humanoid robots and their industrial applications [32][37]. Summary by Sections 1. Weekly Overview - The automotive sector's holdings increased in Q1 2025, with a notable rise in passenger car sales, which reached 387,000 units, up 9.3% year-on-year and 10.3% month-on-month [1][10]. - The A-share automotive sector outperformed the market, rising 4.66% in the week of April 21-25, 2025, with commercial passenger vehicles and automotive parts leading the gains [1][3]. 2. Passenger Vehicles - The report highlights the continuation of the vehicle replacement policy, which is expected to stimulate demand positively. The subsidy for scrapping old vehicles remains in place, supporting the market [34]. - Recommended companies in the passenger vehicle segment include BYD, Geely, and Xiaopeng Motors, with a focus on those demonstrating strong intelligent and global capabilities [34][36]. 3. Intelligent Electric Vehicles - The report notes that the automotive parts sector is currently undervalued, with a strong growth outlook driven by new energy vehicles and intelligent electric vehicle trends. It emphasizes the importance of monitoring tariff developments and their impact on the domestic supply chain [35][36]. 4. Robotics - The report discusses the rapid advancement in humanoid robotics, with significant breakthroughs in application, cost, and software capabilities. It suggests that the industry is on the verge of a major transformation, with Tesla leading the way in industrial applications [37][39]. - The report recommends focusing on companies with strong customer positioning and production capabilities in the automotive parts sector, which are well-aligned with the robotics industry [43]. 5. Motorcycles - The report indicates a positive outlook for the motorcycle segment, particularly for high-displacement leading manufacturers, suggesting a focus on companies like Chunfeng Power [4][27]. 6. Heavy Trucks - The report highlights the upward demand for natural gas heavy trucks and recommends focusing on leading companies in this segment, such as China National Heavy Duty Truck Group [4][27]. 7. Tires - The report suggests a focus on leading tire manufacturers and high-growth companies, indicating a continued acceleration in globalization within the tire industry [4][27].
【光大研究每日速递】20250428
光大证券研究· 2025-04-27 13:12
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【电新】上海车展趋势观察:大电量增程、商用车电动化、宁德时代引领新技术——碳中和领域动态追踪(一 百五十五) 宁德时代引领新技术突破,骁遥双核+自生成锂/钠负极再次拉开产品代差。增程车型有望成为电动化下半 场主力,大电量增程成为趋势。重卡等商用车电动化加速。上海车展新车型发布,大电量增程、商用车电 动化等趋势有望带动锂电需求,新技术突破有望催化固态电池、钠电等主题行情。 (殷中枢/陈无忌) 2025-04-27 您可点击今日推送内容的第1条查看 【汽车】2025上海车展开幕,聚焦智能化主旋律——汽车和汽车零部件板块跟踪报告 2025上海车展开幕,智驾+机器人共振,全产业链变革加速。1)预计2025E销量提振前景依然可期, ...