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石大胜华涨2.15%,成交额6.67亿元,主力资金净流入5875.08万元
Xin Lang Cai Jing· 2025-12-26 02:53
石大胜华今年以来股价涨129.43%,近5个交易日涨12.92%,近20日跌13.14%,近60日涨90.06%。 今年以来石大胜华已经4次登上龙虎榜,最近一次登上龙虎榜为11月18日,当日龙虎榜净买入-1.26亿 元;买入总计1.32亿元 ,占总成交额比9.87%;卖出总计2.58亿元 ,占总成交额比19.31%。 12月26日,石大胜华盘中上涨2.15%,截至10:32,报80.30元/股,成交6.67亿元,换手率4.14%,总市值 186.86亿元。 截至9月30日,石大胜华股东户数4.20万,较上期增加12.68%;人均流通股4825股,较上期减少 11.25%。2025年1月-9月,石大胜华实现营业收入46.35亿元,同比增长11.41%;归母净利润-6220.18万 元,同比减少652.16%。 资金流向方面,主力资金净流入5875.08万元,特大单买入6423.71万元,占比9.63%,卖出2173.84万 元,占比3.26%;大单买入1.57亿元,占比23.59%,卖出1.41亿元,占比21.15%。 分红方面,石大胜华A股上市后累计派现6.36亿元。近三年,累计派现6891.12万元。 资料 ...
湘潭电化涨2.02%,成交额1.43亿元,主力资金净流入499.79万元
Xin Lang Cai Jing· 2025-12-26 02:53
今年以来湘潭电化已经2次登上龙虎榜,最近一次登上龙虎榜为6月25日。 12月26日,湘潭电化盘中上涨2.02%,截至10:31,报14.66元/股,成交1.43亿元,换手率1.56%,总市值 92.28亿元。 资金流向方面,主力资金净流入499.79万元,特大单买入595.93万元,占比4.18%,卖出144.36万元,占 比1.01%;大单买入2510.22万元,占比17.60%,卖出2462.00万元,占比17.26%。 湘潭电化今年以来股价涨47.78%,近5个交易日涨1.31%,近20日涨0.76%,近60日涨5.92%。 分红方面,湘潭电化A股上市后累计派现3.54亿元。近三年,累计派现2.86亿元。 机构持仓方面,截止2025年9月30日,湘潭电化十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股762.94万股,为新进股东。南方中证1000ETF(512100)位居第五大流通股东,持股 345.78万股,相比上期减少5.41万股。 责任编辑:小浪快报 资料显示,湘潭电化科技股份有限公司位于湖南省湘潭市岳塘经开区幸福五路,成立日期2000年9月30 日,上市日期2007年4月3日,公司 ...
继续猛攻!航空、锂电领涨,化工ETF(516020)上探1.53%!机构押注2026年周期大拐点
Xin Lang Cai Jing· 2025-12-26 02:02
Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) opening strong and reaching a maximum intraday increase of 1.53%, closing up 0.59% [1][8] - Key stocks in the sector include Guangwei Composite, which surged over 7%, and Enjie shares, which rose over 4% [1][8] - Other notable performers include Duofluor, Cangge Mining, and Zhongjian Technology, all increasing by over 3% [1][8] Group 2 - According to Guojin Securities, the lithium battery supply has transitioned from a surplus phase to an active replenishment phase, with a recovery expected in 2024 and a significant rebound by 2026 [2][10] - The demand is driven by AI and energy storage, while supply growth is slowing due to reduced capital expenditure, leading to a supply-demand mismatch [2][10] - The industry is shifting from price wars to price stabilization, which is expected to enhance profitability in the upstream materials sector [2][10] Group 3 - The chemical sector currently presents a favorable valuation, with the chemical ETF's underlying index price-to-book ratio at 2.55, positioned at the 48.43 percentile over the past decade [3][10] - The sector is anticipated to experience negative growth in capital expenditure starting in 2024, with supply expected to contract due to the "anti-involution" trend and the clearance of outdated overseas capacity [4][11] - The "14th Five-Year Plan" emphasizes expanding domestic demand, which, combined with the onset of a U.S. interest rate cut cycle, is expected to open up demand for chemical products [4][11] Group 4 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [5][12] - Investors can also access the chemical ETF through linked funds (Class A 012537/Class C 012538) for efficient exposure to the sector [5][12]
富临精工涨2.11%,成交额4.41亿元,主力资金净流入2467.69万元
Xin Lang Cai Jing· 2025-12-25 05:44
资料显示,富临精工股份有限公司位于四川省绵阳高端制造产业园凤凰中路37号,成立日期1997年11月 10日,上市日期2015年3月19日,公司主营业务涉及汽车零部件和锂电正极材料的研发、生产和销售。 主营业务收入构成为:锂电正极材料68.09%,汽车发动机零部件31.91%。 富临精工所属申万行业为:电力设备-电池-电池化学品。所属概念板块包括:磷酸铁锂、储能、麒麟电 池、锂电池、宁德时代概念等。 截至9月30日,富临精工股东户数12.13万,较上期增加33.02%;人均流通股13939股,较上期减少 24.82%。2025年1月-9月,富临精工实现营业收入90.85亿元,同比增长54.43%;归母净利润3.25亿元, 同比增长4.63%。 12月25日,富临精工盘中上涨2.11%,截至13:19,报15.95元/股,成交4.41亿元,换手率1.66%,总市值 272.71亿元。 资金流向方面,主力资金净流入2467.69万元,特大单买入2482.39万元,占比5.63%,卖出1589.54万 元,占比3.61%;大单买入1.06亿元,占比23.99%,卖出9002.11万元,占比20.42%。 富临精工今年 ...
中科电气涨2.02%,成交额3.32亿元,主力资金净流入1431.07万元
Xin Lang Zheng Quan· 2025-12-25 05:22
Core Viewpoint - Zhongke Electric has shown significant stock performance with a year-to-date increase of 50.88% and a recent net inflow of funds, indicating strong investor interest and confidence in the company's growth potential [1][2]. Financial Performance - For the period from January to September 2025, Zhongke Electric achieved a revenue of 5.904 billion yuan, representing a year-on-year growth of 52.03% [2]. - The net profit attributable to shareholders for the same period was 402 million yuan, reflecting a substantial year-on-year increase of 118.85% [2]. Stock Market Activity - As of December 25, Zhongke Electric's stock price was 22.18 yuan per share, with a trading volume of 3.32 billion yuan and a turnover rate of 2.61%, resulting in a total market capitalization of 15.203 billion yuan [1]. - The stock has experienced a 7.10% increase over the last five trading days and a 1.70% increase over the last 20 days, although it has seen a decline of 7.31% over the past 60 days [1]. Shareholder Information - As of September 30, the number of shareholders for Zhongke Electric reached 79,300, an increase of 12.77% from the previous period, while the average number of circulating shares per shareholder decreased by 11.32% to 7,354 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 28.0514 million shares, which increased by 14.0421 million shares compared to the previous period [3]. Dividend Distribution - Since its A-share listing, Zhongke Electric has distributed a total of 807 million yuan in dividends, with 383 million yuan distributed over the last three years [3]. Business Overview - Zhongke Electric, established on April 6, 2004, and listed on December 25, 2009, primarily engages in the research, production, sales, and service of industrial magnetic application technologies and products [1]. - The company's revenue composition includes 92.50% from lithium battery anode materials, 8.53% from electromagnetic equipment, and 2.71% from other segments [1].
杉杉股份跌2.04%,成交额2.43亿元,主力资金净流出3464.49万元
Xin Lang Cai Jing· 2025-12-25 02:25
机构持仓方面,截止2025年9月30日,杉杉股份十大流通股东中,香港中央结算有限公司位居第六大流 通股东,持股3060.07万股,相比上期减少276.19万股。南方中证500ETF(510500)位居第七大流通股 东,持股2289.56万股,相比上期减少46.12万股。广发国证新能源车电池ETF(159755)位居第八大流 通股东,持股1781.84万股,为新进股东。 杉杉股份今年以来股价涨80.13%,近5个交易日跌0.37%,近20日涨6.42%,近60日跌5.09%。 今年以来杉杉股份已经3次登上龙虎榜,最近一次登上龙虎榜为11月4日,当日龙虎榜净买入4629.79万 元;买入总计2.37亿元 ,占总成交额比11.48%;卖出总计1.91亿元 ,占总成交额比9.24%。 12月25日,杉杉股份(维权)盘中下跌2.04%,截至10:07,报13.42元/股,成交2.43亿元,换手率 0.98%,总市值301.87亿元。 截至9月30日,杉杉股份股东户数17.92万,较上期增加19.08%;人均流通股9804股,较上期减少 16.02%。2025年1月-9月,杉杉股份实现营业收入148.09亿元,同比增长1 ...
璞泰来跌2.00%,成交额1.26亿元,主力资金净流出655.64万元
Xin Lang Cai Jing· 2025-12-25 02:18
12月25日,璞泰来盘中下跌2.00%,截至09:54,报26.89元/股,成交1.26亿元,换手率0.22%,总市值 574.48亿元。 资金流向方面,主力资金净流出655.64万元,特大单买入203.19万元,占比1.62%,卖出547.87万元,占 比4.36%;大单买入2767.13万元,占比22.00%,卖出3078.10万元,占比24.47%。 璞泰来今年以来股价涨70.84%,近5个交易日涨3.03%,近20日涨1.01%,近60日跌2.57%。 机构持仓方面,截止2025年9月30日,璞泰来十大流通股东中,香港中央结算有限公司位居第五大流通 股东,持股6798.75万股,相比上期减少2455.29万股。华夏能源革新股票A(003834)位居第八大流通 股东,持股1906.43万股,相比上期减少325.28万股。南方中证500ETF(510500)位居第九大流通股 东,持股1556.43万股,相比上期减少28.94万股。广发国证新能源车电池ETF(159755)位居第十大流 通股东,持股1129.91万股,为新进股东。东方新能源汽车主题混合(400015)退出十大流通股东之 列。 责任编辑:小浪 ...
湘潭电化跌2.07%,成交额7157.14万元,主力资金净流出722.59万元
Xin Lang Zheng Quan· 2025-12-25 02:04
12月25日,湘潭电化盘中下跌2.07%,截至09:55,报14.21元/股,成交7157.14万元,换手率0.80%,总 市值89.45亿元。 资金流向方面,主力资金净流出722.59万元,特大单买入0.00元,占比0.00%,卖出105.30万元,占比 1.47%;大单买入1452.28万元,占比20.29%,卖出2069.57万元,占比28.92%。 湘潭电化今年以来股价涨43.25%,近5个交易日涨5.89%,近20日涨2.75%,近60日涨1.36%。 今年以来湘潭电化已经2次登上龙虎榜,最近一次登上龙虎榜为6月25日。 资料显示,湘潭电化科技股份有限公司位于湖南省湘潭市岳塘经开区幸福五路,成立日期2000年9月30 日,上市日期2007年4月3日,公司主营业务涉及生产、销售电解二氧化锰和电解金属锰;城市污水集中 处理业务。主营业务收入构成为:电解二氧化锰62.95%,尖晶石型锰酸锂28.21%,污水处理6.40%,其 他产品2.41%,四氧化三锰0.03%。 湘潭电化所属申万行业为:电力设备-电池-电池化学品。所属概念板块包括:湖南国资、固态电池、国 资改革、磷酸铁锂、小盘等。 截至12月19日, ...
壹石通涨2.21%,成交额1.21亿元,主力资金净流出203.19万元
Xin Lang Zheng Quan· 2025-12-24 05:56
12月24日,壹石通盘中上涨2.21%,截至13:49,报31.44元/股,成交1.21亿元,换手率1.96%,总市值 62.81亿元。 资金流向方面,主力资金净流出203.19万元,特大单买入127.26万元,占比1.05%,卖出472.96万元,占 比3.92%;大单买入2725.09万元,占比22.56%,卖出2582.57万元,占比21.38%。 壹石通今年以来股价涨67.23%,近5个交易日涨4.66%,近20日涨13.71%,近60日涨17.23%。 壹石通所属申万行业为:电力设备-电池-电池化学品。所属概念板块包括:新能源车、宁德时代概念、 比亚迪概念、华为概念、苹果三星等。 截至10月31日,壹石通股东户数1.26万,较上期增加0.54%;人均流通股15813股,较上期减少0.54%。 2025年1月-9月,壹石通实现营业收入4.35亿元,同比增长16.03%;归母净利润-1382.51万元,同比减少 193.67%。 分红方面,壹石通A股上市后累计派现1.16亿元。近三年,累计派现7922.72万元。 责任编辑:小浪快报 今年以来壹石通已经4次登上龙虎榜,最近一次登上龙虎榜为11月27日,当 ...
厦钨新能涨2.07%,成交额3.14亿元,主力资金净流出360.82万元
Xin Lang Zheng Quan· 2025-12-24 05:30
Core Viewpoint - Xiamen Tungsten New Energy has shown significant stock performance with a year-to-date increase of 106.42%, reflecting strong market interest and potential growth in the lithium-ion battery sector [1] Group 1: Stock Performance - As of December 24, Xiamen Tungsten New Energy's stock price reached 77.45 CNY per share, with a trading volume of 314 million CNY and a market capitalization of 39.088 billion CNY [1] - The stock has experienced a 5.66% increase over the last five trading days and a 9.25% increase over the last 20 days, while it has decreased by 7.71% over the past 60 days [1] - The company has appeared on the stock market's "龙虎榜" (top trading list) twice this year, with the most recent occurrence on September 8 [1] Group 2: Financial Performance - For the period from January to September 2025, Xiamen Tungsten New Energy reported a revenue of 13.059 billion CNY, marking a year-on-year growth of 32.15% [2] - The net profit attributable to shareholders for the same period was 552 million CNY, reflecting a year-on-year increase of 50.26% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Xiamen Tungsten New Energy increased to 24,600, a rise of 67.30% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 28.31% to 20,493 shares [2] - The company has distributed a total of 839 million CNY in dividends since its A-share listing, with 713 million CNY distributed over the last three years [3]