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揭秘涨停 | 这只股封单资金超9亿元
(原标题:揭秘涨停 | 这只股封单资金超9亿元) 慧博云通(301316)日前发布公告,拟购买宝德计算67.91%股份,复牌后连续两个交易日一字涨停。另 外,慧博云通具有智慧医疗概念,公司此前在投资者调研活动中表示,公司为医疗行业的客户提供开 发、测试和运维等方面的信息技术服务,此外,公司可为医疗行业客户提供AI智能对话助手,通过对 客户业务场景相关的专业词汇进行定制化训练,可提高智能对话场景中的应用词汇量,节省人力成本的 同时提高消费者的用户体验。 龙头点睛: 固态电池概念多股涨停 1. 固态电池 我国科学家成功揭示固态电池短路机制。 今日(5月21日)A股市场收盘共84股涨停,剔除掉29只ST板块个股后55股涨停,24股封板未遂,整体 封板率为77.78%。 涨停战场: 慧博云通封单资金超9亿元 从收盘涨停板封单量来看,天汽模封单量最高,有75.9万手;其次是综艺股份、ST岭南、棕榈股份,涨 停板封单分别61.68万手、33.14万手、28.26万手。 连续涨停天数来看,*ST绿康6连板,*ST锦港、丽人丽妆、郑中设计、*ST恒久5连板,天汽模4连板, 棕榈股份、浪莎股份、滨海能源等3连板,慧博云通、一心 ...
深交所郑南磊:深市1164家上市公司发布可持续发展报告占40% 深市绿色低碳领域上市公司近400家总市值超6万亿
Xin Lang Cai Jing· 2025-05-21 11:38
Core Viewpoint - The Shenzhen Stock Exchange (SZSE) is advancing sustainable disclosure practices to enhance corporate transformation and align with national strategies, particularly in achieving carbon neutrality and fostering new productive forces [1][2]. Group 1: Sustainable Disclosure Framework - The SZSE has developed a comprehensive sustainable information disclosure framework over nearly 20 years, with significant milestones including the release of guidelines for sustainable development reports [1][2]. - As of April 2024, 1,164 companies in the SZSE have published relevant reports, representing 40.07% of listed companies, an increase of 4.4 percentage points from the previous year [2]. - The SZSE has attracted nearly 400 companies in green and low-carbon sectors, with a total market capitalization exceeding 6 trillion yuan, accounting for 20% of the total market capitalization of listed companies [2]. Group 2: ESG Integration in Investment - The integration of ESG factors into investment processes is becoming increasingly important, with significant participation from international investors in the Chinese market [3][4]. - Allianz Investment has exercised voting rights on 9,000 proposals, with 50% of these related to the Chinese market, indicating a growing focus on ESG considerations [3]. - Roadshow Management emphasizes the necessity of ESG integration across various investment strategies to ensure sustainable growth, particularly for long-term capital sources [3][4]. Group 3: Corporate ESG Practices - Lijuz Group has achieved MSCI ESG AAA rating for two consecutive years, reflecting its commitment to integrating ESG principles into its core strategy [4][5]. - The company has established a comprehensive management system linking ESG responsibilities to business performance, ensuring that all management levels are accountable for ESG outcomes [5].
悦康药业董事长于伟仕:创新转型不是选择题而是生存题
Jing Ji Guan Cha Wang· 2025-05-21 10:11
Core Viewpoint - The Chinese pharmaceutical industry is undergoing a critical transformation, with innovation being essential for survival rather than a choice [2][3]. Company Summary - Yuyuan Pharmaceutical has shifted its focus from generic drugs to innovative research and development, especially since its listing on the STAR Market in 2020 [2]. - The company has established a comprehensive industrial layout with research centers in Beijing, innovation coordination in the Yangtze River Delta, a focus on high-end traditional Chinese medicine in the Greater Bay Area, and raw material supply in central China [2]. - Yuyuan Pharmaceutical aims to concentrate on major disease areas and increase R&D investment to promote the modernization and internationalization of traditional Chinese medicine [2]. - The company is currently in the NDA review stage for three key innovative products: Hydroxy Safflower Yellow A Injection, Tongluo Jian Nao Tablets, and Zihua Wenfei Zhiso Granules, and cannot disclose specific launch dates [2]. Industry Summary - The pharmaceutical industry is facing a complex external environment and increasing internal challenges, with structural and cyclical contradictions intertwining [3]. - According to the National Bureau of Statistics, the pharmaceutical manufacturing industry is expected to achieve approximately 2.53 trillion yuan in revenue in 2024, remaining flat year-on-year, which is 2.1 percentage points lower than the overall level of large-scale industrial enterprises [3]. - The total profit for the industry is projected to be 342.07 billion yuan in 2024, reflecting a year-on-year decline of 1.1% [3]. - The industry is in a significant transitional phase, moving from high-speed growth to high-quality development, with innovation being a long-term driving force [3]. - A report from Huayuan Securities indicates that 453 pharmaceutical companies are expected to generate 2.46 trillion yuan in revenue in 2024, a decrease of 0.55% year-on-year, and a net profit of 148.65 billion yuan, down 8.8% [4]. - In contrast, innovative drug companies are projected to achieve 47.53 billion yuan in revenue in 2024, marking a robust year-on-year growth of 68.4% [4].
港股收评:恒指午后一度冲击24000点 黄金股、医药股涨幅居前
news flash· 2025-05-21 08:13
金十数据5月21日讯,恒指今早水上震荡涨逾200点,午后开盘再度冲高,一度涨逾1%冲击24000点关 口,最高见23917点,随后涨幅收窄,重回震荡区间 。截至收盘,恒指收涨0.62%,报23827.78点,科 指收涨0.51%,报5342.41点,恒指大市成交额达2162.54亿港元(上一交易日为2057.36亿港元)。盘面 上,医药股全线爆发领涨大盘,大消费股、科网股表现亮眼,航天股跌幅居前。个股方面,阿里影业 (01060.HK)收涨22.95%,公司拟更名为大麦娱乐,全年经调整EBITA盈利增超六成;美图(01357.HK)收 涨18.98%,公司获阿里巴巴2.5亿美元战投;哔哩哔哩(09626.HK)收涨4.14%,公司一季度经调整净利润 为3.62亿元,同比扭亏为;赤峰黄金(06693.HK)收涨13.84%。 港股收评:恒指午后一度冲击24000点 黄金股、医药股涨幅居前 ...
【申万宏观 | 热点思考】“反内卷”的新意?
赵伟宏观探索· 2025-05-20 16:01
摘要 2025年政府工作报告明确提出"综合整治'内卷式'竞争";哪些行业可能存在"内卷式"竞争,本轮"反内 卷"有何不同?本文系统分析,可供参考。 为何当前时点强调"反内卷"?产能利用率与PPI双重承压,地方招商引资竞争加剧 当前我国工业领域面临供需失衡压力攀升,突出表现为产能利用率与价格体系的双重承压。 截至2025年 4 月,PPI已连续31个月同比负增长,仅短于 2012-2016年时期。工业产能利用率自2021年三季度的77.7% 持续回落,2025年一季度降至75.1% 同时,近年来各地招商引资竞争加剧,或助长部分领域"内卷式"竞争。 国研院调查研究报告显示,目前 地方招商"内卷化"主要表现为四"集中":一是集中在相同产业领域进行招商;二是集中比拼政策优惠力 度;三是集中在"大项目""大企业""全产业链"方面招商;四是集中在"招项目"的环节上发力,"管项目"方 面缺少可持续性机制。 在此背景下,2024年底以来,政府和业界越发重视"反内卷"。 2024年中央政治局会议明确"防止恶性竞 争",同年底进一步升级为"综合整治"。2025年全国两会期间,习近平总书记强调破除地方保护与市场分 割;政府工作报告 ...
南卫股份: 南卫股份2024年年度股东会决议公告
Zheng Quan Zhi Xing· 2025-05-20 13:13
江苏南方卫材医药股份有限公司董事会 ? 上网公告文件 证券代码:603880 证券简称:南卫股份 公告编号:2025-014 江苏南方卫材医药股份有限公司 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。 重要内容提示: ? 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一)股东会召开的时间:2025 年 5 月 20 日 (二)股东会召开的地点:江苏省常州市武进经济开发区果香路 1 号江苏南方卫材 医药股份有限公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: 份总数的比例(%) 41.7929 (四)表决方式是否符合《公司法》及《公司章程》的规定,股东会主持情况等。 本次会议符合《公司法》和《公司章程》的规定,会议的召开及议案表决合 法有效。会议由公司董事会召集,公司董事长李平先生主持了会议。 (五)公司董事和董事会秘书的出席情况 独立董事吕腾飞女士因有其他工作安排未出席本次股东大会; 二、 议案审议情况 (一)非累积投票议案 审议结果:通过 表决情况: 股东类型 同意 反对 弃权 票 ...
泰恩康: 2024年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-20 12:06
本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记 载、误导性陈述或者重大遗漏。 特别提示: 的股份 1,985,118 股不参与本次权益分派。本次权益分派将以公司 2024 年 12 月 股本 423,512,382 股为基数,向全体股东每 10 股派 2.00 元人民币(含税),实 际派发现金分红总额=423,512,382 股×2 元/10 股=84,702,476.40 元(含税),不 进行公积金转增股本和送红股。 ÷公司总股本×10 股=84,702,476.40 元/425,497,500 股×10 股=1.990669 元(保留六 位小数,不四舍五入)。 价=权益分派股权登记日收盘价-0.1990669 元/股(按公司总股本折算每股现金 分红金额,不四舍五入)。 公司 2024 年度权益分派方案已获 2025 年 5 月 16 日召开的 2024 年年度股 东大会审议通过,现将权益分派事宜公告如下: 一、股东大会审议通过的权益分派方案情况 公司 2024 年度利润分配预案的议案》,具体内容如下:公司以 2024 年 12 月 31 日总股本 425,497,500 股扣除公司回购专 ...
年内最大IPO上市!
Zhong Guo Ji Jin Bao· 2025-05-20 12:04
Market Performance - The Hong Kong stock market showed strong performance on May 20, with all three major indices rising over 1%. The Hang Seng Index increased by 1.49% to close at 23,681.48 points, the Hang Seng China Enterprises Index rose by 1.52% to 8,589.08 points, and the Hang Seng Tech Index gained 1.15% to finish at 5,315.56 points [2][4]. Sector Performance - Major technology stocks experienced collective gains, with Xiaomi rising over 4%, JD.com and Alibaba increasing by over 2%, and other tech companies like Baidu, NetEase, Meituan, Tencent, and Kuaishou also seeing upward movement. Pharmaceutical stocks were strong, with 3SBio surging over 32% and other companies like Hansoh Pharmaceutical and Sinopharm also rising [4]. - The largest IPO of the year, CATL, debuted with a first-day increase of over 16%, boosting lithium battery stocks such as BYD and Contemporary Amperex Technology [4][7]. IPO Highlights - CATL officially listed on the Hong Kong Stock Exchange on May 20, closing at HKD 306.2 per share, with a total market capitalization of HKD 1,295.1 billion. The stock saw a first-day increase of 16.43% [5][6]. - The CEO of Hong Kong Exchanges and Clearing, Charles Li, noted that if CATL exercises its "green shoe" option, the fundraising amount could reach USD 5 billion, making it the largest IPO globally this year [7]. New Listings and Market Activity - The Hong Kong stock market has been active in terms of IPOs and fundraising activities, with nearly 100 new stock applications received this year. The introduction of the "Tech Company Fast Track" has generated significant interest, with many inquiries received [7][8]. - There are approximately 40 A-share companies expressing intent to list H-shares, indicating Hong Kong's potential as a financing platform for mainland enterprises [8]. Company Performance - Alibaba Pictures saw a significant increase of nearly 30%, closing at HKD 0.61 per share, with a total market capitalization of HKD 18.2 billion. The company reported an adjusted EBITA profit of HKD 809 million for the fiscal year 2025, marking a 61% year-on-year increase and achieving profitability for five consecutive years [9][11].
美诺华: 中证鹏元关于关注宁波美诺华药业股份有限公司募投项目变更的公告
Zheng Quan Zhi Xing· 2025-05-20 10:20
Core Viewpoint - The announcement by Zhongzheng Pengyuan highlights the change in fundraising projects for Ningbo Meinuo Pharmaceutical Co., Ltd., shifting from a high-end formulation project to a new project focused on the technical transformation and green energy efficiency of producing 734 tons of pharmaceutical raw materials annually [1][2][3]. Fundraising Project Changes - The total amount of funds to be redirected is 138.347 million yuan, which will be fully allocated to the new fundraising project [1][2]. - The original high-end formulation project has been deemed unsuitable for continued investment due to rapid product upgrades, low bidding prices in centralized procurement, and intense market competition [2][3]. New Investment Project Details - The new project, managed by the subsidiary Zhejiang Meinuo, involves technical upgrades to several workshops and aims to meet the raw material demands of the European market [3]. - The total investment for the new project is set at 220 million yuan, with production expected to reach 30% in the first year, 70% in the second year, and full capacity by the third year, targeting completion by 2027 [3][4]. Financial Performance - The company reported a year-on-year revenue growth of 12.85% and a significant net profit increase of 476.64%, with a gross margin improvement of 1.74 percentage points [4]. - The revenue from the formulation business saw an increase of 83.52%, while the raw material business grew by 6.10%. However, the CDMO business experienced a decline of 39.30% [4]. Credit Rating and Outlook - Zhongzheng Pengyuan has maintained the company's credit rating at AA- with a stable outlook, indicating confidence in the company's operational stability and the orderly progress of the new investment project [4]. - The agency will continue to monitor the construction progress of the new project and its sales performance in the European market, assessing any potential impacts on the company's credit rating [4].
今天 利好!
Zhong Guo Ji Jin Bao· 2025-05-20 08:23
5月20日,A股全天震荡反弹,截至收盘沪指涨0.38%,深成指涨0.77%,创业板指涨0.77%。 3380.48 10249.17 2048.46 2048.46 2048.48 +0.38% 3040.77% 6040.77% 大家好,一起回顾一下今天市场发生了什么。 A股上涨 宠物经济概念股集体爆发,源飞宠物、依依股份等涨停。 北证50、微盘股指数齐创历史新高。 | 指 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | 1 | | 301335 天元龙初 | | R 20.01 | 44.50 | | IV | 300703 | 创源股份 | | 20.00 | 19.02 | | 3 | 832419 | 路斯股份 | R | 18.10 | 31.78 | | 1 | 838275 | 驱动力 | R | 14.10 | 13.51 | | 5 | 301158 | 美农生物 | R | 13.81 | 24.81 | | B | 301009 | 可靠股份 | R | 12.14 | 15.06 | | 7 | 300 ...