基础建设
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基础建设板块8月19日跌0.08%,东珠生态领跌,主力资金净流出3.39亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-19 08:33
证券之星消息,8月19日基础建设板块较上一交易日下跌0.08%,东珠生态领跌。当日上证指数报收于 3727.29,下跌0.02%。深证成指报收于11821.63,下跌0.12%。基础建设板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603359 | 东珠生态 | 7.56 | -2.95% | 28.12万 | 2.15 乙 | | 002941 | 新疆交建 | 15.48 | -2.82% | 69.17万 | 10.86 Z | | 002307 | 北新路桥 | 4.78 | -2.05% | 93.43万 | 4.48亿 | | 603007 | *ST花王 | 4.66 | -1.48% | - 11.42万 | 5344.78万 | | 603388 | *ST元成 | 2.28 | -1.30% | 17.67万 | 4039.60万 | | 002717 | ST岭南 | 1.63 | -1.21% | 64.04万 | 1.05亿 | | 600039 ...
上海港湾:商业航天相关业务情况将在2025年半年报中披露
Jin Rong Jie· 2025-08-18 11:09
公司回答表示:尊敬的投资者,您好!关于公司商业航天相关业务的具体情况,可关注公司将于2025年 8月29日在上海证券交易所网站上披露的《2025年半年度报告》,相关内容将在报告"第三节 管理层讨 论与分析"中详细说明,敬请查阅。感谢您的关注! 金融界8月18日消息,有投资者在互动平台向上海港湾提问:你好董秘,公司股价由于商业航天概念连 续涨停,请问目前公司在商业航天方面的订单和收入是多少?占公司总营收的比例是多少?预计对公司 业绩影响多大? ...
基础建设板块8月18日涨0.29%,园林股份领涨,主力资金净流出4.56亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-18 08:45
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605303 | 园林股份 | 13.68 | 9.97% | 9.21万 | | 1.20亿 | | 001267 | 汇绿生态 | 13.23 | 5.42% | 44.80万 | | 5.87亿 | | 603388 | *ST元成 | 2.31 | 5.00% | 20.81万 | | 4785.90万 | | 600284 | 浦东建设 | 7.24 | 2.84% | 32.14万 | | 2.31亿 | | 002663 | 普邦股份 | 1.84 | 2.22% | 36.23万 | | 6679.64万 | | 603359 | 东珠生态 | 7.79 | 1.83% | 33.56万 | | 2.62亿 | | 300982 | 赤文电能 | 20.19 | 1.66% | 6.26万 | | 1.26亿 | | 603316 | 诚邦股份 | 8.52 | 1.43% | 11.05万 | | 9466.82万 ...
工农基建多领域开花 中国与金砖经贸合作大有看点
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-18 07:27
Group 1 - Indonesia officially became a member of BRICS at the beginning of 2025, with a total of 20 member and partner countries by the end of June [1] - In the first half of the year, China's trade with other BRICS countries reached 6.11 trillion yuan, a year-on-year increase of 3.9%, accounting for 28.1% of China's total trade [1] - The expansion of the BRICS cooperation mechanism is seen as a significant step for the Global South, promoting industrial transformation and trade growth [1] Group 2 - BRICS countries are leveraging their comparative advantages in various sectors, achieving notable results in trade cooperation in industrial, agricultural, and infrastructure fields [2] - In agriculture, China imported palm oil and rapeseed oil from other BRICS countries, with a year-on-year increase of 13.7%, and exports of agricultural machinery grew by 34.7% [2] - The cooperation in the infrastructure sector is accelerating, with significant increases in China's exports of road rollers and concrete mixers to other BRICS countries [3] Group 3 - The "Smart Customs" demonstration center for BRICS countries was launched on June 30, providing a platform for sharing customs experiences and facilitating trade policy understanding [4] - The center offers resources in multiple languages and includes sections on trade data, customs news, and enterprise services, enhancing communication among BRICS customs [4] - A dual-language curriculum has been established to support capacity building and cooperation among BRICS customs, showcasing China's smart customs practices [4] Group 4 - Future efforts will focus on accelerating customs capacity building and cooperation among BRICS countries, supporting trade exchanges effectively [5]
浙江交科:8月15日融资净买入28.72万元,连续3日累计净买入621.96万元
Sou Hu Cai Jing· 2025-08-18 02:42
证券之星消息,8月15日,浙江交科(002061)融资买入1404.62万元,融资偿还1375.9万元,融资净买 入28.72万元,融资余额2.42亿元,近3个交易日已连续净买入累计621.96万元,近20个交易日中有16个 交易日出现融资净买入。 | 交易日 | 融券净卖用(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-08-15 | | -5.17万 | 10.79万 | 44.13万 | | 2025-08-14 | | -1.73万 | 15.96万 | 64.80万 | | 2025-08-13 | | 1.86万 | 17.69万 | 73.24万 | | 2025-08-12 | | 0.0 | 15.83万 | 65.22万 | | 2025-08-11 | | 0.0 | 15.83万 | 65.54万 | 融资融券余额2.42亿元,较昨日上涨0.03%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-08-15 | ...
绿色债券周度数据跟踪(20250811-20250815)-20250816
Soochow Securities· 2025-08-16 13:37
Report Industry Investment Rating - No industry investment rating information is provided in the report. Core Viewpoints - The report tracks the weekly data of green bonds from August 11 - August 15, 2025, covering primary market issuance, secondary market trading, and valuation deviation of the top 30 individual bonds [1][2][3]. Summary by Related Catalogs Primary Market Issuance - 10 new green bonds were issued in the inter - bank and exchange markets, with a total issuance scale of about 1.3131 billion yuan, an increase of 221.8 million yuan from the previous week [1]. - The issuance terms are mostly 3 years; issuers include local state - owned enterprises, central state - owned enterprises, central enterprise subsidiaries, and central financial enterprises [1]. - The issuer's main credit ratings are AAA and AA+; issuers are from Beijing, Guangdong, Guangxi, Henan, Jiangsu, and Inner Mongolia [1]. - The types of issued bonds include ultra - short - term financing bills, ABNs from the Dealer Association, commercial bank ordinary bonds, medium - term notes, private corporate bonds, and general corporate bonds [1]. Secondary Market Trading - The weekly trading volume of green bonds totaled 5.78 billion yuan, an increase of 1.04 billion yuan from the previous week [2]. - By bond type, the top three in trading volume are non - financial corporate credit bonds (2.61 billion yuan), financial institution bonds (2.13 billion yuan), and interest - rate bonds (630 million yuan) [2]. - By issuance term, green bonds with a term of less than 3 years had the highest trading volume, accounting for about 78.96%, indicating continuous market popularity [2]. - By issuer's industry, the top three industries in trading volume are finance (2.47 billion yuan), public utilities (1.2 billion yuan), and transportation equipment (180 million yuan) [2]. - By issuer's region, the top three regions in trading volume are Beijing (1.75 billion yuan), Guangdong (670 million yuan), and Hebei (510 million yuan) [2]. Valuation Deviation of the Top 30 Individual Bonds - The overall deviation of the weekly average trading price valuation of green bonds is not large, with the discount trading range smaller than the premium trading range, and the proportion of discount trading smaller than that of premium trading [3]. - Among the discount bonds, the top three discount rates are for 25 ShuiNeng G1 (- 0.7750%), 21 LinChuan Green Bond 02 (- 0.7466%), and 21 XinYi Green Bond (- 0.2536%), and the rest of the discount rates are within - 0.20%. The main industries of the issuers are finance, construction, and public utilities, and the implied ratings of ChinaBond are mainly AAA -, AA, and AA+ [3]. - Among the premium bonds, the top four premium rates are for 20 HuNan Bond 65 (0.9090%), 25 XiangYu JinXiang MTN003 (green) (0.7237%), 20 GuangDong Bond 05 (0.6806%), and 20 GuangDong Bond 16 (0.6433%), and the rest of the premium rates are within 0.60%. The main industries of the issuers are finance, public utilities, and transportation equipment, and the implied ratings of ChinaBond are mainly AA+, AA, and AAA - [3].
中国能建(601868):践行“两山”理念龙头,积极转型价值待重估
GOLDEN SUN SECURITIES· 2025-08-16 12:57
Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company is a leader in energy and power construction, actively implementing the "Two Mountains" concept, focusing on green transformation and value reassessment [1] - The company has shown resilience with steady growth in orders and performance, outperforming other state-owned construction enterprises [3] - The company is advancing a new "Energy+" development model, integrating various energy sources and enhancing its data center infrastructure [2] Summary by Sections Company Overview - China Energy Construction (601868.SH) is positioned as a leader in energy and power construction, emphasizing green initiatives and technological innovation in traditional and renewable energy sectors [1] - The company has integrated resources across multiple energy types, achieving a 60% year-on-year increase in new energy capacity, totaling 15.2 GW by the end of 2024 [1] Financial Performance - The company expects steady revenue growth, with projected revenues of 436.7 billion yuan in 2024, up 7.6% year-on-year, and a net profit of 8.4 billion yuan, reflecting a 5.1% increase [4] - Earnings per share (EPS) are projected to grow from 0.19 yuan in 2023 to 0.26 yuan by 2027 [4] Market Position and Strategy - The company is enhancing its market position through strategic acquisitions and a focus on integrated operations in the data center sector, which is expected to be a new growth driver [2] - The company has implemented a detailed market value management plan, including increased dividends and share buybacks, to boost its valuation [2] Order and Contract Growth - New contract values have shown a steady increase, with a 10% year-on-year growth in 2024 and a 5% increase in Q1 2025 [3] - The company's order structure is improving, with the proportion of power engineering contracts rising from 45% at the end of 2021 to 66% by H1 2025 [3]
上海港湾龙虎榜数据(8月15日)
Zheng Quan Shi Bao Wang· 2025-08-15 10:19
上交所公开信息显示,当日该股因日跌幅偏离值达-7.42%上榜,机构专用席位净卖出780.03万元,沪股 通净卖出1909.25万元。 (原标题:上海港湾龙虎榜数据(8月15日)) 上海港湾(605598)今日下跌6.60%,全天换手率13.18%,成交额9.21亿元,振幅9.49%。龙虎榜数据显 示,机构净卖出780.03万元,沪股通净卖出1909.25万元,营业部席位合计净卖出6145.72万元。 证券时报•数据宝统计显示,上榜的前五大买卖营业部合计成交2.42亿元,其中,买入成交额为7694.93 万元,卖出成交额为1.65亿元,合计净卖出8835.01万元。 具体来看,今日上榜的营业部中,共有2家机构专用席位现身,即买三、卖五,合计买入金额1036.94万 元,卖出金额1816.97万元,合计净卖出780.03万元,沪股通为第一大买入营业部及第一大卖出营业部, 买入金额为3268.66万元,卖出金额为5177.91万元,合计净卖出1909.25万元。 资金流向方面,今日该股主力资金净流出1.60亿元,其中,特大单净流出7227.15万元,大单资金净流出 8761.18万元。近5日主力资金净流出7820. ...
上海港湾龙虎榜现多空博弈 沪股通与机构席位同步异动
Jin Rong Jie· 2025-08-15 10:09
8月15日盘后数据显示,上海港湾因日跌幅偏离值达7%登上龙虎榜。值得关注的是,沪股通专用席位同 时现身买卖双方榜单,分别占据买入首位和卖出首位。该席位当日买入3268.66万元,同时卖出5177.91 万元,形成明显多空对冲操作。 作者:A股君 在买方阵营中,中国国际金融上海分公司以1517.27万元位列第二,该席位近三个月上榜次数达300次。 机构专用席位以1036.94万元位列第三,其历史数据显示近三个月上榜次数超过1500次。海通证券深圳 华富路营业部及国泰海通深圳滨海大道营业部分别以939.11万元和932.96万元紧随其后,其中后者近三 个月上榜后三日上涨概率达100%。 卖方榜单呈现分散态势,国泰海通东莞总部一路营业部以4409.07万元占据卖出次席,该席位近三个月 上榜后上涨概率超六成。华鑫证券旗下两家营业部表现活跃,上海光复路营业部与深圳益田路营业部分 别卖出3092.66万元和2033.33万元。值得关注的是,机构专用席位同样现身卖方榜单,以1816.97万元位 列第五。 从资金流向观察,买卖双方前五席位合计金额呈现明显差异,其中买方合计金额不足卖方总额半数。多 家营业部近期操作记录显示,部 ...
基础建设板块8月15日涨0.02%,宏润建设领涨,主力资金净流出8030.81万元
Zheng Xing Xing Ye Ri Bao· 2025-08-15 08:44
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002307 | 北新路桥 | 4.92 | -3.72% | 193.34万 | 9.45 亿 | | 605303 | 园林股份 | 12.44 | -2.05% | 3.89万 | 4869.13万 | | 001267 | 汇绿生态 | 12.55 | -1.72% | 23.02万 | 2.92亿 | | 002941 | 新疆交建 | 16.30 | -1.45% | 127.48万 | 21.12亿 | | 603955 | 大千生态 | 42.93 | -0.97% | 11.07万 | 4.86亿 | | 300649 | 杭州园林 | 17.03 | -0.64% | 7.11万 | 1.21亿 | | 300948 | 冠中生态 | 11.43 | -0.52% | 3.11万 | 3571.27万 | | 603388 | *ST元成 | 2.20 | -0.45% | 10.52万 | 2318.06万 | | 60003 ...