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上海建工四连板!“爷叔”距离解套仅差2角7分钱
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-17 07:06
9月17日,上海建工(600170.SH)再度涨停,报3.53元/股,总市值至313.67亿元。此前的三个交易日, 上海建工连续收获涨停,股价创年内新高。 以目前上海建工股价计算,距离爷叔解套仅差2角7分钱。这意味着,若上海建工明日涨幅大于7.65%, 爷叔就可成功解套。 (文章来源:21世纪经济报道) 消息面上,有市场传言称,上海建工旗下金矿资源储量增加。不过,9月15日晚间,上海建工公告称, 市场所传金矿资源增加的消息为2020年已披露消息,不属于近期信息。 除了上述"旧闻"外,一则关于"上海爷叔"的持股往事意外成为撬动上海建工市场情绪的催化剂。一网名 为"上海建工爷叔"的投资者,十年来始终以退休金为支撑按月补仓,硬生生将其上海建工的持仓成本从 6元/股压低至3.8元/股,却依旧未能摆脱被套的处境。这一投资经历迅速引发网友接力热潮,成为影响 其短期市场情绪的特殊因素。 ...
国企将加大并购重组,国企共赢ETF备受关注
Sou Hu Cai Jing· 2025-09-17 06:43
Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, state-owned enterprises (SOEs) are actively optimizing their layout and restructuring through market-oriented methods, having restructured 6 groups of 10 companies and established 9 new central enterprises [1] - The next steps focus on enhancing core functions and competitiveness, employing systematic thinking and innovative measures to promote strategic and specialized restructuring of SOEs, thereby improving the allocation and operational efficiency of state capital [1] - As of September 16, 2025, the National Enterprise Win ETF (159719) has seen a 1.81% increase over the past three months, with a current price of 1.58 yuan, reflecting a 0.38% rise on September 17, 2025 [1] Group 2 - As of September 16, 2025, the National Enterprise Win ETF has achieved a net value increase of 51.39% over the past three years, ranking 247 out of 1867 index stock funds, placing it in the top 13.23% [2] - The ETF has recorded a maximum monthly return of 14.61% since its inception, with the longest consecutive monthly gains being 7 months and a maximum cumulative increase of 24.70% [2] - The ETF closely tracks the FTSE China State-Owned Enterprises Open Win Index, which reflects the performance of Chinese state-owned enterprises listed in mainland China and Hong Kong, focusing on globalization and sustainable development [2] Group 3 - The top holdings in the National Enterprise Win ETF include China Petroleum (1.07% increase, 15.94% weight), China Petrochemical (0.00% change, 11.93% weight), and China State Construction (1.25% increase, 9.59% weight) [4] - Other notable stocks in the ETF include China Mobile (-0.08% change, 6.87% weight) and China Railway (0.54% increase, 4.53% weight) [4] - The ETF has several connection options, including Ping An FTSE China State-Owned Enterprises Open Win ETF Connect A, C, and E [4]
国泰海通晨报-20250917
Haitong Securities· 2025-09-17 06:18
Group 1: Cosmetics Industry - The cosmetics sector is experiencing double-digit growth online, with a focus on promotional events driving sales [1][2] - In August, the combined sales of beauty products on Tmall and Douyin grew by 19.0% year-on-year, with Douyin's GMV exceeding 20 billion yuan, marking a 19.56% increase [2] - Domestic brands are gaining market share, with notable performances from brands like Han Shu and Pechoin, which have diversified product offerings [2][3] - The report recommends selecting companies with product and channel innovations, highlighting brands such as Ru Yuchen, Shangmei, and Mao Ge Ping for their growth potential [1] Group 2: Key Companies - Ru Yuchen's sales on Tmall and Douyin grew over 200% year-on-year in August, with significant increases in self-broadcasting sales [3] - Shangmei's channel and product structure are continuously optimizing, with a self-broadcasting ratio of over 72% in August [3] - The report suggests focusing on companies like Meili Tianyuan and Betaini, which are expected to reach a turning point in performance [1] Group 3: Six Fortune Group - Six Fortune Group is projected to achieve revenues of 15.318 billion, 17.418 billion, and 19.752 billion HKD for the fiscal years 2026-2028, with growth rates of 14.82%, 13.71%, and 13.40% respectively [6] - The company has a strong product design capability and is expanding its overseas presence, with plans to open 50 new stores in three years [7] - The acquisition of Kam Tin has enhanced the brand matrix and is expected to drive growth in the light luxury market [7] Group 4: Tunnel Shares - Tunnel Shares reported a 7.4% decrease in net profit for the first half of 2025, but a 15.9% increase in net profit for Q2 [8] - The company’s revenue for H1 2025 was 22.02 billion yuan, down 21.5% year-on-year, with a significant drop in construction services [9] - The report maintains a target price of 8.64 yuan for Tunnel Shares, reflecting a 9x PE ratio for 2025 [8][9]
上海建工上午走出四连板 距“爷叔”解套还差2角7分钱
Mei Ri Jing Ji Xin Wen· 2025-09-17 04:31
每经记者|黄海 每经编辑|文多 9月17日,"人气股"上海建工(600170.SH)开盘后震荡上行,两度触及涨停。截至午间收盘,上海建工 涨停,报3.53元/股,总市值至313.67亿元。此前的三个交易日,上海建工连续收获涨停,股价创年内新 高。 9月15日晚,上海建工已提示交易风险:有媒体报道称上海建工控股子公司拥有的科卡金矿资源储量增 加了33.89万盎司,此消息为前期已披露信息,不属于近期信息。且公司黄金业务收入占公司营业收入 比例较低,历年均不超过营业收入的0.5%,对公司生产经营影响较小。 除了上述旧闻外,坚定持有上海建工股票的网友"上海建工爷叔"(简称爷叔)也成为相关热门话题。 据网上说法,爷叔十年来始终用退休金按月补仓,其上海建工股票的持仓成本也从6元/股一路降至3.8 元/股,但至今依旧未能解套。一些投资者交流平台上,诸如"拯救爷叔行动"之类的话题也吸引着投资 者参与讨论。 以目前上海建工股价计算,距离爷叔解套仅差2角7分钱。这意味着,若上海建工明日涨幅大于7.65%, 爷叔就可成功解套。拉长时间来看,这也是2022年以来,爷叔最接近解套的时刻。 9月17日上午,上海建工的成交额已达72.36 ...
格隆汇公告精选︱龙蟠科技:控股孙公司与宁德时代签署《磷酸铁锂正极材料采购合作协议》 合同总销售金额超60亿元
Ge Long Hui· 2025-09-17 03:59
| | | 9月15日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 上海建工 | 黄金业务收入占公司营业收入比例较低,历年均不超过营业收入0.5% | | 项目投资 | 斯莱克 | 拟2.3亿元投建新能源电池壳生产线、极柱生产线等 | | 合同中标 | 宏润建设 | 中标1.26亿元工程施工项目 | | 股权收购 | 晶晨股份 | 拟3.16亿元收购芯迈微100%股权 | | 回购 | 灿瑞科技 | 拟斥资2000万元至4000万元回购股份 | | 经营数据 | 华侨城A | 8月合同销售金额9.9亿元 同比减少57% | | | 南方航空 | 8月客运运力投入同比上升6.37% | | 增减持 | 爱仕达 | 控股股东一致行动人拟减持不超过3%股份 | | | 五洲交通 | 控股股东交投集团拟增持0.85亿元至1.7亿元股份 | | | 中源家居 | 董事长、总经理曹勇拟合计减持不超3%股份 | | 其他 | 英联股份 | 拟定增募资不超过15亿元用于复合集流体项目等 | | | 商络电子 | 拟发行可转债募资不超过10亿元用于收购立功科技股权 ...
上海建工连收4个涨停板
Zheng Quan Shi Bao Wang· 2025-09-17 03:34
上海建工盘中涨停,已连收4个涨停板,截至10:20,该股报3.53元,换手率19.94%,成交量17.72亿股, 成交金额59.26亿元,涨停板封单金额为10.08亿元。连续涨停期间,该股累计上涨46.47%,累计换手率 为30.15%。最新A股总市值达313.67亿元。 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.09.16 | 9.93 | 1.90 | 22539.12 | | 2025.09.15 | 10.19 | 2.12 | 11768.04 | | 2025.09.12 | 9.96 | 6.20 | 47050.24 | | 2025.09.11 | 0.42 | 1.68 | 732.56 | | 2025.09.10 | 0.00 | 1.05 | -2304.78 | | 2025.09.09 | 0.42 | 1.53 | -745.82 | | 2025.09.08 | 0.00 | 1.70 | 1529.52 | | 2025.09.05 | -0.42 | 2.07 | - ...
每日报告精选-20250917
GUOTAI HAITONG SECURITIES· 2025-09-17 03:12
Group 1: Macroeconomic Insights - The U.S. labor market is showing signs of cooling, raising concerns about potential recession risks, with initial jobless claims remaining low despite a slowdown in hiring[7] - The unemployment rate is experiencing its slowest increase in history, transitioning from supply constraints to demand constraints in the labor market[7] - The estimated monthly job additions needed to maintain the current unemployment rate is between 150,000 and 180,000, while the recent average has been only 120,000[9] Group 2: Inflation and Monetary Policy - The U.S. CPI for August increased by 2.9% year-on-year, with a month-on-month rise of 0.4%, indicating a stable inflation trend[15] - The Federal Reserve is expected to adopt a more dovish stance, potentially implementing 2-3 rate cuts within the year due to rising unemployment concerns[17] - The market is currently pricing in expectations of monetary policy easing, which may benefit gold prices amid geopolitical tensions[28] Group 3: Market Trends and Investment Opportunities - The Chinese stock market is projected to reach new highs within the year, driven by accelerated economic transformation and improved visibility in development[31] - Emerging technologies and cyclical financial sectors are identified as key investment opportunities, with a focus on sectors like AI applications and commercial aerospace[33] - The commercial aerospace market is expected to grow significantly, with China's market share in global investment rising to 24% by 2024[22]
上海建工成交额创上市以来新高
Zheng Quan Shi Bao Wang· 2025-09-17 02:53
据天眼查APP显示,上海建工集团股份有限公司成立于1998年06月15日。注册资本888593.9744万人民 币。(数据宝) (文章来源:证券时报网) 数据宝统计,截至09:48,上海建工成交额39.33亿元,创上市以来新高。最新股价上涨7.48%,换手率 13.42%。上一交易日该股全天成交额为5.41亿元。 ...
上海建工成交额创2021年9月30日以来新高
Zheng Quan Shi Bao Wang· 2025-09-17 02:34
数据宝统计,截至09:38,上海建工成交额26.65亿元,创2021年9月30日以来新高。最新股价上涨 0.93%,换手率9.13%。上一交易日该股全天成交额为5.41亿元。 (文章来源:证券时报网) 据天眼查APP显示,上海建工集团股份有限公司成立于1998年06月15日。注册资本888593.9744万人民 币。(数据宝) 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 ...
最高人民法院、司法部联合发布规范涉企执法司法行政复议、行政诉讼典型案例
Yang Shi Wang· 2025-09-17 02:30
Core Viewpoint - The Supreme People's Court and the Ministry of Justice have selected and published 10 typical cases of administrative review and litigation to promote the implementation of the Private Economy Promotion Law and enhance the protection of private enterprises' rights and interests [1][2][3] Group 1: Administrative Review Cases - Case 1: 103 companies challenged the withdrawal of construction qualifications by a housing and urban-rural development department in Jiangsu Province, arguing that their rights to be informed and to defend themselves were not adequately protected [5][6] - Case 2: A development company contested the collection of a penalty by a natural resources and planning bureau in Zhejiang Province, emphasizing that supervision should be conducted on a per-lot basis [9][10] - Case 3: A traditional Chinese medicine clinic disputed an administrative penalty imposed by a market supervision bureau in Shanghai, claiming the punishment was excessive compared to the violations [13][14] - Case 4: A real estate company filed a review against a housing and urban-rural development bureau in Heilongjiang Province for failing to perform statutory duties regarding project completion verification [17][18] - Case 5: A construction company opposed an administrative penalty from a city management bureau in Sichuan Province, arguing that the determination of collusion in bidding should be based on comprehensive judgment [20][21] Group 2: Administrative Agreements and Compensation - Case 6: A real estate company sought compensation from a municipal government for unfulfilled promises regarding land compensation, resulting in a court ruling that mandated the government to pay over 8.41 million yuan [24][26] - Case 7: A passenger transport group sued a municipal government for not fulfilling an administrative agreement related to the transformation of intercity bus services, leading to a court ruling that required the government to comply with the agreement [28][30] - Case 8: An investment company challenged a police bureau's refusal to issue a special industry license, arguing that the bureau's regulations violated higher laws [33][34] - Case 9: A machinery company sought to enforce a meeting record regarding capacity replacement, resulting in a court ruling that emphasized the protection of trust interests in administrative actions [36][39] - Case 10: A mining company requested compensation from a county government due to the overlap of its mining rights with a newly designated water source protection area, leading to a court ruling for compensation of over 5.83 million yuan [40][42]