菲林格尔股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:33，该股目前上涨1.61%，股价报23.92元，成交77.21万股，成交金额1841.92万元，换手 率0.22%，该股最新A股总市值达85.03亿元，该股A股流通市值85.03亿元。 证券时报·数据宝统计显示，菲林格尔所属的轻工制造行业，目前整体跌幅为0.17%，行业内，目前股价 上涨的有43只，涨幅居前的有岳阳林纸、*ST亚振、康欣新材等，涨幅分别为5.85%、5.00%、3.31%。 股价下跌的有116只，跌幅居前的有恒鑫生活、哈尔斯、浙江自然等，跌幅分别为7.75%、3.87%、 3.35%。 公司发布的一季报数据显示，一季度公司共实现营业收入3388.62万元，同比下降33.94%，实现净利 润-1367.08万元，同比下降13.96%，基本每股收益为-0.0400元。 7月15日公司发布上半年业绩预告，预计实现净利润-3300.00万元至-2300.00万元，同比变动区间 为-119.30%~-52.85%。（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。 （文章 ...

市场表现方面，8月25日获融资净买入超500万元个股平均上涨1.03%，涨幅居前的有中航泰达、广信科 技、志晟信息，分别上涨29.99%、4.35%、3.19%， 下跌的有9只，跌幅居前的有同力股份、汉鑫科技、 凯德石英。 截至8月25日，北交所融资融券余额合计73.76亿元，较前一交易日增加3857.63万元，其中，融资余额 73.76亿元，较前一交易日增加3851.84万元，融券余额为53.35万元，较前一交易日增加5.79万元。 证券时报·数据宝统计显示，截至8月25日，北交所股票中，融资余额居前的为锦波生物、曙光数创、艾 融软件，最新融资余额分别为3.35亿元、2.17亿元、1.91亿元，从最新融资余额占流通市值比例看，算 术平均值为1.25%，最新融资余额占流通市值比例居前的有万源通、民士达、巨能股份等，占比分别为 4.16%、3.95%、3.80%。 北交所股票中，8月25日共有136只股获融资净买入，净买入金额在500万元以上的有14只，同力股份融 资净买入额居首，当日净买入3355.59万元，其次是广信科技、民士达，融资净买入金额分别为1603.91 万元、1479.29万元，融资净买入金额居 ...

证券时报·数据宝统计显示，公司今日公布了半年报，共实现营业收入21.89亿元，同比增长6.66%，实 现净利润1.33亿元，同比增长4.92%，基本每股收益为0.4元。 8月25日永艺股份发布2025半年度分配预案，拟10派1.6元（含税），预计派现金额合计为5286.93万元。 派现额占净利润比例为39.89%，这是公司上市以来，累计第15次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派1.6元（含税） | 0.53 | 1.40 | | 2024.12.31 | 10派3元（含税） | 0.99 | 2.66 | | 2024.06.30 | 10派1.6元（含税） | 0.53 | 1.40 | | 2023.12.31 | 10派4元（含税） | 1.32 | 3.91 | | 2022.12.31 | 10派3.5元（含税） | 1.05 | 3.54 | | 2021.12.31 | 10派2.2元（含税） | 0.66 | 1.89 | | 20 ...

Group 1 - Current A-share market sentiment is at a historically high level, characterized by liquidity, asset pricing differences, and trading activity [1] - Several industries, including chemicals, building materials, light manufacturing, machinery, defense, automotive, home appliances, textiles, non-bank financials, electronics, communications, computers, and media, are triggering congestion indicators [1] - A high number of industries are in a sustained congestion state, indicating potential for market adjustments [1] Group 2 - A-share market showed strong fluctuations with sectors like liquor, non-ferrous metals, communication equipment, and aerospace performing well, while electronic chemicals, automotive, beauty care, and utilities lagged [2] - There is a notable shift of household savings towards capital markets, providing a continuous source of incremental funds [2] - The overall profit growth expectation for A-share listed companies is projected to turn positive by 2025, ending a four-year decline, with significant elasticity in the technology innovation sector [2] Group 3 - Following stabilization of overseas liquidity disturbances, the A-share market continued its trend of rising volume and price, with the Shanghai Composite Index nearing 3900 points and total market turnover exceeding 30 trillion [3] - There is a focus on the rotation opportunities in recently popular sectors and potential rebounds in relatively low-positioned sectors supported by recent policies [3] - The "anti-involution" policy and demand-side policies are expected to significantly influence the A-share market, with household savings entering the market being a crucial support for index strength [3]

Group 1: Galaxy Fund Research Insights - Galaxy Fund recently conducted research on six listed companies, focusing on their strategies to cope with market challenges and growth opportunities [1][2][3][4][5][6]. Group 2: Company-Specific Highlights - **Weixing New Materials (002372)**: The company is addressing industry demand pressure by enhancing product quality, accelerating business transformation, and implementing cost-saving measures. It has achieved channel penetration in Jiangsu, Zhejiang, and Shanghai, with plans for gradual expansion in other regions. The company anticipates a decline in product prices year-on-year in the first half of 2025, but a recovery in prices quarter-on-quarter is expected. The overall market demand remains weak, and the company aims for steady growth through new product combinations and a water ecosystem strategy [1]. - **Zhaoyi Innovation (603986)**: The company reported strong growth across its business lines in Q2 2024, with NOR Flash experiencing high single-digit growth and niche DRAM growing over 50%. The company expects significant revenue growth in niche DRAM in the second half of the year, driven by tight supply and rising contract prices. Overall gross margins are expected to remain stable, with a focus on customized storage technology and expanding into the automotive MCU market [2]. - **Tebao Bio**: The company is exploring combination therapies for hepatitis B treatment, focusing on optimizing drug strategies. It aims to enhance disease management through a comprehensive treatment network and is collaborating with Ligos for advanced solutions. New technologies like siRNA are entering clinical application stages, with a focus on optimizing combination therapy strategies [3]. - **Baili Tianheng**: The company is advancing its clinical trials for multiple cancer treatments in collaboration with BMS. It has submitted an IND application for its first nuclear medicine candidate and is progressing with several drug candidates in clinical trials. The company aims to become a leading player in oncology treatment within five years [4]. - **Stanley (002588)**: The company achieved steady growth in the first half of the year, with revenue reaching 6.391 billion yuan, a year-on-year increase of 12.66%. The compound fertilizer sales increased by 200,410 tons, up 9.68% year-on-year. Profit growth in Q2 was attributed to improved performance in new materials and better pricing strategies [5]. - **Reliable Co. (301009)**: The company experienced a decline in profits in Q2 due to promotional activities. It plans to expand its institutional and specialty channel business while launching its own brand. The company aims to increase its market share in baby care products despite facing intense competition [6].

北交所日报 北交所日报（2025.08.25） 2025 年 08 月 25 日 核心观点 分析师 范想想 ：010-8092-7663 ：fanxiangxiang_yj @chinastock.com.cn 分析师登记编码：S0130518090002 相对沪深 300 表现图 2025-08-25 -20% 0% 20% 40% 60% 80% 100% 120% 140% 160% 北证50 沪深300 资料来源：iFinD，中国银河证券研究院 相关研究 1. 【银河北交所】2025 年度策略_并购重组助高质 发展，抓两新两重投资机遇 2. 【银河北交所】2024 中期策略_新质生产力赋能 北证，关注国央企投资价值 3. 【中国银河证券】Deepseek 冲击波：北交所_中 小企业的智能化赋能 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 1 资料来源：中国银河证券研究院 ⚫ 8 月 25 日，北证 50 涨跌幅为+0.23%，收于 1604.01 点。北证 50 指数 开盘点位为 1608.69 点，最高点位达 1618.66 点，最 ...

Core Viewpoint - The A-share market continues its strong momentum with major indices reaching new highs, driven by favorable policies and industry upgrades, indicating a potential continuation of this strong market trend [1][2]. Major Index Performance - A-share indices collectively surged, with the Shanghai Composite Index rising by 1.51% to 3883.56 points, Shenzhen Component Index and ChiNext Index increasing by 2.26% and 3.00% respectively, and the Sci-Tech 50 Index up by 3.2% [2]. - The total market turnover reached 3.14 trillion yuan, a significant increase of nearly 600 billion yuan compared to the previous trading day, marking a historical high in trading volume [2]. - The Hong Kong market also saw gains, with the Hang Seng Index up by 1.94% to 25829.91 points, the Hang Seng Tech Index rising by 3.14% to 5825.09 points, and the Hang Seng China Enterprises Index increasing by 2.39% [2]. Industry Hotspots and Driving Logic - The A-share market exhibited notable sector rotation, with technology growth and cyclical resource sectors driving the market. The telecommunications sector surged by 4.85%, supported by themes related to computing power and AI hardware [3]. - The non-ferrous metals sector rose by 4.63%, bolstered by demand from the new energy supply chain and high-end manufacturing [3]. - The real estate sector increased by 3.32% due to local policy optimizations, while the comprehensive sector and steel sector also showed positive performance, indicating a strong market response to growth-stabilizing policies [3]. - In the Hong Kong market, the materials sector led with a 4.42% increase, followed by non-essential consumer goods and information technology sectors, which rose by 3.41% and 2.46% respectively [3]. Underperforming Sectors and Driving Logic - All 31 A-share industries recorded gains, but the beauty care and textile sectors lagged, reflecting ongoing market divergence regarding consumer recovery [4]. - In the Hong Kong market, sectors such as online education, fintech, and stablecoins experienced declines, indicating a cautious risk appetite for high-valuation stocks [4]. Investment Strategy Recommendations - With supportive policies and capital inflows creating a positive cycle, the economic recovery expectations and industry upgrade logic are driving the stock market steadily upward [5]. - The market is showing significant sector rotation, suggesting a need to avoid chasing high prices. The alternating performance between cyclical sectors like telecommunications and non-ferrous metals and technology growth sectors will be key to maintaining market momentum [5]. - Low-valuation sectors such as real estate and consumer goods are beginning to show potential for recovery under policy catalysts, necessitating a dynamic balance between valuation safety margins and industry prosperity [5].

公司发布的一季报数据显示，一季度公司共实现营业收入3388.62万元，同比下降33.94%，实现净利 润-1367.08万元，同比下降13.96%，基本每股收益为-0.0400元。 7月15日公司发布上半年业绩预告，预计实现净利润-3300.00万元至-2300.00万元，同比变动区间 为-119.30%~-52.85%。 菲林格尔 股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历 史纪录。截至14:19，该股目前上涨4.60%，股价报23.42元，成交795.96万股，成交金额1.82亿元，换手 率2.24%，该股最新A股总市值达83.26亿元，该股A股流通市值83.26亿元。 证券时报?数据宝统计显示，菲林格尔所属的轻工制造行业，目前整体涨幅为0.15%，行业内，目前股 价上涨的有78只，涨幅居前的有 龙竹科技 、 劲嘉股份 、 蒙娜丽莎 等，涨幅分别为10.81%、10.07%、 10.03%。股价下跌的有80只，跌幅居前的有 匠心家居 、 金陵体育 、 翔港科技 等，跌幅分别为 11.11%、10.86%、7.89%。 ...

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。 （文章来源：证券时报网） 公司发布的一季报数据显示，一季度公司共实现营业收入3388.62万元，同比下降33.94%，实现净利 润-1367.08万元，同比下降13.96%，基本每股收益为-0.0400元。 7月15日公司发布上半年业绩预告，预计实现净利润-3300.00万元至-2300.00万元，同比变动区间 为-119.30%~-52.85%。（数据宝） 菲林格尔股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至14:19，该股目前上涨4.60%，股价报23.42元，成交795.96万股，成交金额1.82亿元，换手率 2.24%，该股最新A股总市值达83.26亿元，该股A股流通市值83.26亿元。 证券时报·数据宝统计显示，菲林格尔所属的轻工制造行业，目前整体涨幅为0.15%，行业内，目前股价 上涨的有78只，涨幅居前的有龙竹科技、劲嘉股份、蒙娜丽莎等，涨幅分别为10.81%、10.07%、 10.03%。股价下跌的有80只，跌幅居前的有匠心家居、金陵体育、翔港科技等，跌幅分别为11.11%、 10 ...

Company Performance - Longzhu Technology's stock price reached a historical high, increasing by 5.15% to 12.26 yuan, with a trading volume of 3.9026 million shares and a transaction value of 46.8538 million yuan, resulting in a turnover rate of 3.71% [2] - The latest total market capitalization of Longzhu Technology in A-shares is 1.801 billion yuan, with a circulating market value of 1.291 billion yuan [2] - The company's Q1 report shows a revenue of 87.6149 million yuan, representing a year-on-year growth of 43.28%, and a net profit of 7.2243 million yuan, with a year-on-year increase of 88.51% [2] Industry Overview - The light industry manufacturing sector, to which Longzhu Technology belongs, has an overall increase of 0.30%, with 94 stocks rising, including Jingjia Co., Mona Lisa, and Songyang Resources, which saw increases of 10.07%, 10.03%, and 7.82% respectively [2] - Conversely, 59 stocks in the sector experienced declines, with Jinling Sports, Craft Home, and Xianggang Technology showing decreases of 10.18%, 8.91%, and 6.46% respectively [2] Financing Data - As of August 22, the latest margin trading balance for Longzhu Technology is 34.0665 million yuan, with a financing balance of the same amount, reflecting an increase of 9.0967 million yuan over the past 10 days, which is a growth of 36.43% [2]