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煤炭板块掀“反内卷”行情
中国基金报· 2025-07-14 10:51
【导读】煤炭板块率先掀"反内卷"行情,中国稀土上半年扭亏为盈 中国基金报记者 郭玟君 7月14日,香港三大股指全线上涨。恒生指数收盘涨0.26%,报24203.32点;恒生科技指数涨0.67%,报5283.50点;恒生中国企业指数 涨0.52%,报8732.74点。全日市场成交额 为 2104亿港元,较上一交易日明显回落;南向资金净买入额 为 82.43亿港元。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | --- | | 24203.32 8732.74 | | 5283.50 | | +63.75 +0.26% +45.18 +0.52% +35.02 +0.67% | | | 恒生指数 成 份 股 中53只上涨,27只下跌。 涨幅方面, 中国神华上涨5.16%,翰森制药上涨3.49%,快手上涨3.33%;跌幅方面,海底 捞下跌3.68%,百度集团下跌2.72%。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中国神华 ...
安源煤业(600397) - 安源煤业2025年上半年经营数据公告
2025-07-14 11:46
证券代码:600397 股票简称:安源煤业 编号:2025-054 安源煤业集团股份有限公司 2025 年上半年经营数据公告 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法律责任。 根据《上海证券交易所上市公司自律监管指引第3号——行业信息披露》附件《第 二号——煤炭》要求,安源煤业集团股份有限公司(以下简称"公司")特此披露2025 年上半年经营数据。 特此公告。 安源煤业集团股份有限公司董事会 2025 年 7 月 15 日 1 | 指标名称 | 计量单位 | 2025 年 | 1-6 | 月 | 2024 | 年 1-6 | 月 | 增减比例(%) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 一、原煤产量 | 万吨 | | | 66.33 | | 85.53 | | -22.45 | | 二、商品煤销量 | 万吨 | | | 48.51 | | 67.12 | | -27.73 | | 三、商品煤销售收入 | 万元 | | 30,863.51 | | | ...
永泰能源:预计2025年上半年净利润同比下降87.39%-89.91%
news flash· 2025-07-14 10:27
永泰能源(600157)公告,预计2025年半年度实现归属于上市公司股东的净利润为1.2亿元~1.5亿元, 与上年同期相比下降89.91%~87.39%。归属于上市公司股东的扣除非经常性损益的净利润为9000万元 ~1.2亿元,与上年同期相比下降91.91%~89.21%。预计2025年上半年经营性净现金流27亿元以上。 ...
7月14日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-14 10:17
Group 1 - Aerospace Science and Technology expects a net profit of 68 million to 95 million yuan for the first half of 2025, representing a growth of 1628.83% to 2315.27% compared to the same period last year [1] - Huaxia Airlines anticipates a net profit of 220 million to 290 million yuan for the first half of 2025, an increase of 741.26% to 1008.93% year-on-year [1] - Shida Group forecasts a net loss of 44 million to 65 million yuan for the first half of 2025, marking a shift from profit to loss [1] Group 2 - Jiaao Environmental Protection expects a net loss of 70 million to 90 million yuan for the first half of 2025 [3] - Haima Automobile predicts a net loss of 60 million to 90 million yuan for the first half of 2025, compared to a loss of 152 million yuan in the same period last year [3] - Huaibei Mining anticipates a net profit of approximately 1.027 billion yuan for the first half of 2025, a decrease of about 65% year-on-year [3] Group 3 - Quanfu Automobile expects a net loss of 155 million to 185 million yuan for the first half of 2025 [5] - Gaode Infrared signed a procurement agreement worth 879 million yuan, which is expected to positively impact its operating performance for the year [5] - Zhongchen Co. won a project from Southern Power Grid worth 379 million yuan, representing 12.26% of its audited revenue for 2024 [5] Group 4 - Daheng Technology anticipates a net loss of 406,000 yuan for the first half of 2025, compared to a loss of 988,250 yuan in the same period last year [6] - Dazhongnan expects a net profit of 6.5 million to 8 million yuan for the first half of 2025, a recovery from a loss of 15.325 million yuan last year [6] - Xianfeng Holdings projects a net profit of 34 million to 42 million yuan for the first half of 2025, a year-on-year increase of 524.58% to 671.53% [7] Group 5 - Shuangxiang Co. expects a net profit of 115 million to 150 million yuan for the first half of 2025, a growth of 128.1% to 197.53% year-on-year [8] - ST Xintong anticipates a net loss of 67 million to 97 million yuan for the first half of 2025 [9] - Jishi Media forecasts a net loss of 187 million to 233 million yuan for the first half of 2025 [10] Group 6 - Suli Co. expects a net profit of 72 million to 86 million yuan for the first half of 2025, a year-on-year increase of 1008.39% to 1223.91% [11] - Wanli Co. anticipates a net loss of 19 million yuan for the first half of 2025, compared to a loss of 12.9238 million yuan last year [12] - Langzi Co. projects a net profit of 22 million to 26 million yuan for the first half of 2025, an increase of 31.74% to 55.69% year-on-year [14] Group 7 - Changjiang Securities expects a net profit of 1.652 billion to 1.81 billion yuan for the first half of 2025, a growth of 110% to 130% [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan for the first half of 2025, a year-on-year increase of 3047.48% to 3721.94% [16] - Chenhua Co. plans to invest 30 million yuan in financial products with an expected annual yield of 3.20% [16] Group 8 - Zijing Mining expects a net profit of approximately 23.2 billion yuan for the first half of 2025, a growth of about 54% year-on-year [28] - Limin Co. anticipates a net profit of 26 million to 28 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [29] - Huazhong Securities expects a net profit of 1.035 billion yuan for the first half of 2025, a growth of 44.94% year-on-year [30]
红利研究(1):为什么是银行?终点又在何处
China Post Securities· 2025-07-14 10:12
发布时间:2025-07-14 大盘指数 7000 8000 9000 10000 11000 12000 2000 3000 4000 上证指数 深证成指 1000 2000 3000 5000 6000 7000 8000 中小100 创业板指 资料来源:聚源,中邮证券研究所 研究所 分析师:黄子崟 SAC 登记编号:S1340523090002 Email:huangziyin@cnpsec.com 近期研究报告 《关键节点将近,A 股或震荡消化涨幅》 - 2025.07.07 策略观点 红利研究(1):为什么是银行?终点又在何处 ⚫ 投资要点 1.为什么红利股能持续上涨? 一个反直觉的结论,投资回报率走低的低利率环境有利于红利估 值上移。红利股策略也可以视为一个类债策略,于是我们可以把红利 股股息的一部分视为债券的利息,另一部分是持有股票这一高风险高 波动资产相对持有债券所要求的补偿。即可将红利股的股息率写作: 红利股股息率=无风险利率+本金风险补偿+股债差异补偿 社会整体的投资回报率走低后出现流动性陷阱,红利股的高股息 对于深陷债权类资产荒的资金而言是一个不可多得的回报来源,信用 利差的极致收窄使得 ...
大有能源(600403) - 河南大有能源股份有限公司2025年半年度经营数据公告
2025-07-14 11:47
证券代码:600403 证券简称:大有能源 编号:临 2025-034 号 特此公告。 河南大有能源股份有限公司董事会 二〇二五年七月十五日 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。 根据《上海证券交易所上市公司自律监管指引第 3 号—行业信息 披露》(第二号—煤炭)要求,河南大有能源股份有限公司(以下简 称"公司")特披露 2025 年半年度主要经营数据如下: | 项 目 | 2025 年 1-6 月 | 2024 年 1-6 月 | 变动比例(%) | | --- | --- | --- | --- | | 商品煤产量(万吨) | 521.04 | 472.93 | 10.17 | | 商品煤销量(万吨) | 508.05 | 463.29 | 9.66 | | 煤炭销售收入(万元) | 174,336.21 | 227,045.76 | -23.22 | | 煤炭销售成本(万元) | 188,653.94 | 180,897.19 | 4.29 | | 煤炭销售毛利(万元) | -14,317.73 | 46 ...
山西焦化(600740) - 山西焦化股份有限公司2025年第二季度主要经营数据公告
2025-07-14 11:47
二、主要原材料的采购量、消耗量及价格变动情况 山西焦化股份有限公司 2025年第二季度主要经营数据公告 重要提示:本公司及董事会全体成员保证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。 根据《上海证券交易所上市公司自律监管指引第3号——行业信息披露第 十三号—化工》有关规定和披露要求,公司2025年第二季度主要经营数据如 下: | 主要产品 | 经营指标 | 单位 | 2025 年第二季度 | 2025年第一季度 | 变动比率(%) | | --- | --- | --- | --- | --- | --- | | 焦炭 | 产量 | 吨 | 735,647.30 | 731,962.69 | 0.50 | | | 销量 | 吨 | 761,790.27 | 727,501.76 | 4.71 | | | 销售收入 (不含税) | 元 | 981,617,628.62 | 1,055,586,825.97 | -7.01 | | | 平均售价 (不含税) | 元/吨 | 1,288.57 | 1,450.97 | -11.19 | | 沥青 | ...
昊华能源(601101) - 北京昊华能源股份有限公司关于2025年上半年经营情况的公告
2025-07-14 11:47
公司正式披露的 2025 年半年度报告为准。 上述数据与内容并不是对公司未来经营情况做出的预测或保证, 公司董事会提醒投资者审慎使用该数据,敬请广大投资者注意投资 风险。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业 信息披露》的要求,现将北京昊华能源股份有限公司(以下简称"公 司")2025 年上半年及第二季度经营情况公告如下: | | 2025 年二季度 | 同比增减(%) 2025 | 年上半年 | 同比增减(%) | | --- | --- | --- | --- | --- | | 自产煤炭产量(万吨) | 487.40 | 4.57% | 975.69 | 2.69% | | 自产煤炭销量(万吨) | 496.89 | 7.49% | 971.26 | 2.22% | | 自产煤炭销售收入(万元) | 166,422 | -20.89% | 351,641 | -18.40% | | 自产煤炭销售成本(万元) | 111,011 | 7.99% | 219,045 | 8.78% | | 自产煤炭销售毛利(万元) | 55,411 | -48.48% | 132,595 | -42. ...
港股收评:恒指涨0.26%,药品、加密货币概念大涨
Ge Long Hui· 2025-07-14 08:32
Market Overview - The Hong Kong stock market showed a mixed performance with the Hang Seng Index rising by 0.26% to 24,203.32, the Hang Seng Tech Index increasing by 0.67% to 5,283.50, and the China Enterprises Index up by 0.52% to 8,732.74, despite a significant decline in trading volume compared to last Friday [1][2]. Sector Performance - Major technology stocks saw gains, with Kuaishou up by 3.33%, while Alibaba, Meituan, and Tencent had gains of less than 1% [2]. - The "anti-involution" trend continued, with notable increases in steel, building materials, and coal stocks. China National Building Material surged by 7.4%, and China Shenhua Energy rose over 5% [2][11]. - Pharmaceutical stocks experienced significant gains, with Four Seasons Pharmaceutical rising by 15% and TaiDe Pharmaceutical increasing by over 16% [8][9]. - Electric power stocks also performed well, with Beijing Energy International up by over 9% and Datang Power increasing by over 6% [6]. - Coal stocks saw a rise, with China Qinfa and Yida Zong both increasing by over 6% [7]. - Gold and precious metals stocks strengthened, with China Silver Group rising by over 14% and Zhaojin Mining increasing by 5.71% [10]. Investment Trends - The market is expected to maintain a structural upward trend, with Hong Kong stocks showing relatively low absolute valuations and medium to high historical valuation percentiles, indicating strong medium to long-term investment potential [16]. - Southbound funds recorded a net inflow of 8.243 billion HKD, with significant contributions from both Shanghai and Shenzhen stock connect [14]. Notable Stock Movements - Cryptocurrency-related stocks saw substantial gains, with OK Blockchain rising over 46% and Xiong'an Technology increasing by 35% [4][5]. - The building materials sector was notably active, with China National Building Material and Conch Cement both showing strong performance [11][12]. Conclusion - The overall market sentiment appears positive, with various sectors showing resilience and growth potential, particularly in technology, pharmaceuticals, and commodities [1][16].
突发!刚刚,利好来了!
中国基金报· 2025-07-14 07:54
Group 1: Coal Sector Insights - The coal sector experienced a significant boost on July 14, with stocks like Zhengzhou Coal Power hitting the daily limit up, and other companies such as Shanxi Coal International and Liaoning Energy also seeing substantial gains [4][7]. - The China Coal Transportation and Marketing Association held a meeting emphasizing the need for coal companies to recognize the severe imbalance in supply and demand, and to strictly implement long-term contracts for electricity coal [7]. - The meeting also highlighted the importance of maintaining safety and stability in production, improving coal supply quality, and addressing "involution" competition within the industry [7]. Group 2: Market Performance - On July 14, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.27%, while the Shenzhen Component and ChiNext Index fell by 0.11% and 0.45% respectively [15]. - A total of 3,179 stocks rose, with 72 hitting the daily limit up, while 2,064 stocks declined, including 18 that hit the daily limit down [16][17]. - The total trading volume reached 14,809.22 billion CNY, with a total of 122,924.9 million shares traded [17]. Group 3: Other Sector Developments - The "anti-involution" policy is expected to stimulate market liquidity and has drawn comparisons to the "Belt and Road Initiative" in terms of its long-term narrative potential [8]. - Various sectors, including construction, steel, and cement, have expressed intentions to address structural contradictions within their industries, with specific policies anticipated to be introduced soon [9]. - In Dongguan, a new plan was released to promote high-quality service consumption, including initiatives to enhance dining experiences and expand elderly care services [11][13].