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【财经早报】A股重要指数,今日调整!多只连板牛股提示风险
北证50样本股及备选名单定期调整今日生效 慧博云通:关联方申晖金婺拟取得宝德计算控制权 重要新闻提示 国家统计局今日公布8月国民经济运行情况数据、70个大中城市住宅销售价格月度报告等。 国新办今日10时举行新闻发布会,国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌 晖,介绍8月份国民经济运行情况,并答记者问。 央行公开市场今日有1915亿元7天期逆回购到期。 《住房租赁条例》《农村公路条例》等9月15日起施行。 炬申股份、*ST威尔、金逸影视等多只连板牛股提示风险 今日提示 创业板新股联合动力今日申购,申购代码为301656。 北京证券交易所和中证指数有限公司对北证50样本股及备选名单进行定期调整,今日生效。星图测控、 万源通、林泰新材、聚星科技将被调入北证50指数。 2. 2连板炬申股份:9月14日晚公告称,公司股票于9月10日、9月11日、9月12日连续三个交易日收盘价 格涨幅偏离值累计超过20%。8月6日,公司披露了《关于回购股份集中竞价减持的公告》,公司拟以集 中竞价方式减持已回购股份不超过166.69万股(即不超过公司总股本的1%),减持期间为自减持计划 公告之日起15个交易日之后三个月 ...
刚刚,多只牛股发布公告!
券商中国· 2025-09-14 12:20
Core Viewpoint - Multiple A-share companies, including Yushen Co., Kewah Data, *ST Weir, Jinyi Film, and Zhongxing Junye, have announced stock price fluctuations, with some companies confirming normal operational conditions and no significant changes in their internal and external environments [1][4][7]. Group 1: Yushen Co. - Yushen Co. experienced a continuous stock price increase, with a cumulative closing price increase of over 20% over three trading days [2]. - The company confirmed that it has not discovered any undisclosed significant information affecting stock prices and that its operational conditions remain normal [2]. - Yushen Co. plans to reduce its repurchased shares by up to 1% of its total share capital, in line with its previously disclosed reduction plan [2]. Group 2: Kewah Data - Kewah Data's stock has also seen significant price increases, with a reported revenue of 3.733 billion yuan in the first half of the year, a slight increase of 0.06% year-on-year, and a net profit of 244 million yuan, up 7.94% [5]. - The company stated that there are no corrections or supplements needed for previously disclosed information, and its operational conditions remain stable [5][6]. - Kewah Data focuses on providing smart energy solutions across various sectors, including AI, clean energy, and comprehensive energy services [6]. Group 3: Other Companies - Other companies such as *ST Weir, Jinyi Film, and Zhongxing Junye have also reported no significant changes in their operational conditions or undisclosed major matters [4][7]. - These companies have been part of the recent stock price surge, with *ST Weir experiencing six consecutive days of price increases [5].
【美股盘前】三大运营商将为iPhone Air提供eSIM支持;加密交易所Gemini公开募股被火爆抢购;OpenAI重组计划获微软“放行”;Rivia...
Mei Ri Jing Ji Xin Wen· 2025-09-12 10:44
每经记者:郑雨航 每经编辑:高涵 ⑥【华纳兄弟探索公司盘前涨超4%】华纳兄弟探索公司(Warner Bros Discovery)股价在盘前上涨 4%,上一交易日涨幅超28%。消息面上,派拉蒙天舞公司准备竞购该公司。值得一提的是,派拉蒙天 舞公司CEO兼董事长大卫·埃里森是甲骨文公司联合创始人拉里·埃里森之子。 ⑦【英伟达"最大空头"倒戈上调该股评级】9月12日,在给客户的最新报告中,被称为英伟达"最大空 头"的投资银行DA Davidson将英伟达的股票评级从"中性"上调至"买入",并将其目标价从每股195美元 上调至210美元。该行科技研究主管吉尔·卢里亚表示,他们对人工智能计算需求增长日益乐观的看法, 取代了对英伟达的大部分担忧。截至发稿,英伟达涨0.63%。 ⑧【Rivian在美召回2.4万辆车】9月12日,据美国国家公路交通安全管理局(NHTSA)披露,电动汽车 公司Rivian因高速辅助软件问题将召回超2.4万辆车。 ⑨【三大运营商将为苹果提供eSIM支持】 9月12日,苹果官网称中国移动、中国电信和中国联通三大运 营商将为 iPhone Air提供eSIM支持,具体时间依监管部门审批情况而定。苹 ...
猫眼娱乐:光线传媒增持共1,802,400股
Xin Lang Cai Jing· 2025-09-12 10:44
Core Viewpoint - Beijing Enlight Media Co., Ltd. has acquired a total of 1,802,400 shares of Maoyan Entertainment at an average price of approximately HKD 7.9554 per share from September 5 to September 9, 2025, increasing its stake to about 17.53% of the total issued share capital of the company [1] Group 1 - Following the acquisition, Enlight Media holds a total of 203,777,184 shares in Maoyan Entertainment [1] - Enlight Media is owned approximately 37.4% by Enlight Holdings, which is in turn owned 95% by Wang Changtian, the company's major shareholder, chairman, and non-executive director [1] - As a result of the acquisition, Wang Changtian has rights to a total of 481,756,809 shares, representing about 41.45% of the total issued share capital of Maoyan Entertainment [1]
资金大逃亡!100亿锂电崩盘,但这三家却被神秘资金爆买
Xin Lang Cai Jing· 2025-09-11 00:13
Core Viewpoint - The market is experiencing significant capital outflows from popular sectors, yet three companies are seeing capital inflows, indicating potential investment opportunities amidst the broader market decline [1][2][5]. Group 1: Company Performance - Light Media has seen a remarkable performance with a net profit of 214 million yuan in Q2, driven by the success of the blockbuster film "Nezha: Birth of the Demon Child" [3]. - China Merchants Bank has reported an 11.9% increase in wealth management revenue, positioning itself favorably despite the overall negative sentiment towards bank stocks [3]. - China Telecom is benefiting from AI integration, having adopted the DeepSeek open-source model, which transforms its role from a traditional telecom operator to a high-tech company [3][4]. Group 2: Investment Appeal - The three companies share common characteristics that attract investment: strong performance, low valuations, and compelling narratives [4]. - Light Media has a robust pipeline of upcoming films, including "The Stars of the Three Kingdoms" and sequels to "Big Fish & Begonia," enhancing its growth prospects [3]. - China Merchants Bank is currently valued at a price-to-earnings ratio of 7 and a price-to-book ratio of 1, making it an attractive investment opportunity [3][4]. Group 3: Market Dynamics - The current market environment is filtering out companies with genuine performance and reasonable valuations, as investors seek real growth potential rather than speculative plays [5]. - The capital inflow into these three companies amidst a broader market downturn suggests a shift in investor focus towards fundamentally strong companies [6].
「午报」三大指数全线收红,算力硬件股集体反弹,胜宏科技再创历史新高
Sou Hu Cai Jing· 2025-09-10 09:42
Market Overview - The market experienced fluctuations with the three major indices retreating after an initial rise, with the Shanghai Composite Index up by 0.17%, the Shenzhen Component Index up by 0.24%, and the ChiNext Index up by 1.14% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.29 trillion yuan, a decrease of 30.8 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector saw a collective rebound, with companies like Shenghong Technology reaching a historical high and Industrial Fulian, Jingwang Electronics, and Yidun Electronics hitting the daily limit [4] - The oil and gas service sector led the gains, with companies such as Zhun Oil and Tongyuan Petroleum seeing significant increases [2][15] - The satellite internet sector was active, with companies like Oriental Communication and Sanwei Communication also hitting the daily limit [6][22] - The film and television industry showed strength, with Jin Yi Film and Happiness Blue Sea both experiencing notable gains [7][17] Key Company Highlights - Shenghong Technology's stock rose over 10%, marking a new historical high [4] - Zhun Oil's stock increased by 10.01%, reflecting strong performance in the oil and gas service sector [2][16] - Oriental Communication's stock surged, reflecting the growing interest in satellite internet services [6][23] Future Projections - The AI cloud market in China is projected to reach 22.3 billion yuan in the first half of 2025, with expectations to grow to 193 billion yuan by 2030 [20] - The overall market for big data in China is expected to exceed 73 billion dollars by 2029, with a compound annual growth rate of approximately 20.5% [31]
今天,见证历史了!
中国基金报· 2025-09-10 07:56
大家好,今天的市场,震荡上涨,一起看看发生了什么事情。 亚洲市场大涨,日韩股市创下新高 9月10日,日经225指数收盘上涨378.38点,涨幅为0.87%,报43837.67点。韩国KOSPI指数收盘上涨54点,涨幅为 1.68%,报3314.66点。二者均创收盘历史新高。 台股上涨1.5%,创历史新高。 | 日经 225 | | | | | | --- | --- | --- | --- | --- | | 指 HQ.NKY | | | | | | 43837.62 +378.33 +0.87% | | | | | | 09-10 14:30:01 | | | | | | 今开 43513.16 | 最高 43848.77 | | | | | 昨收 43459.29 | 最低 43509.02 | | | | | 日经 225指数期货 43863.00 +0.74% | | | | | | 相关 ETF 日经 225ETF 1.523 +0.86% | | | | | | 月K 分时 日K 围K | | 室K | 曲 云 | | | 均价:43712.91 最新:43837.62 +378.33 +0.87 ...
午间涨跌停股分析:55只涨停股、6只跌停股,固态电池概念走强,天际股份2连板
Xin Lang Cai Jing· 2025-09-05 03:49
Market Performance - A-shares saw a total of 55 stocks hitting the daily limit up and 6 stocks hitting the limit down during the half-day session on September 5 [1] - The manganese silicon concept was active, with Hongxing Development reaching the daily limit up [1] - The solid-state battery concept strengthened, with Tianji Co., Ltd. achieving two consecutive limit ups, and Tianqi Materials and Enjie Co., Ltd. also hitting the daily limit up [1] Continuous Limit Up Stocks - *ST Weier achieved 6 limit ups in 9 days, while Anzheng Fashion had 4 consecutive limit ups [1] - Shanghai Electric recorded 3 limit ups in 5 days, and Zhongyuan Home had 3 limit ups in 4 days [1] - Other notable stocks include Tongrun Equipment, *ST Zhengping with 3 consecutive limit ups, and Qinchuan Machine Tool, Qingshan Paper, each with 2 limit ups in 4 days [1] Continuous Limit Down Stocks - *ST Gaohong faced 20 consecutive limit downs, while *ST Nanzhi had 5 consecutive limit downs [1] - *ST Yatai experienced 3 consecutive limit downs, and *ST Yazhen had 2 consecutive limit downs [1] - Other stocks like Zhonghuan Hailu and Fuyuan Medical also hit the limit down [1]
国信证券晨会纪要-20250904
Guoxin Securities· 2025-09-04 01:23
Macro and Strategy - The bond market is experiencing a downward trend, influenced by expectations and emotions, with a focus on upcoming economic data and Federal Reserve meetings [8][9] - Domestic GDP growth rate for July was approximately 4.3%, a decline of 0.9 percentage points from June, with construction and industrial sectors being the main drags [8][9] Banking Industry - In the first half of 2025, listed banks reported total operating income of CNY 2.92 trillion, a year-on-year increase of 1.0%, and net profit attributable to shareholders of CNY 1.10 trillion, up 0.8% [9][10] - The overall net interest margin decreased by 14 basis points to 1.41%, with expectations of continued narrowing due to weak credit demand and LPR adjustments [10][11] - Asset quality pressure is slightly increasing, particularly in the retail sector, with a non-performing loan ratio of 1.16% remaining stable [20][21] Internet Industry - The Hong Kong internet sector is currently undervalued globally, with the Hang Seng Tech Index PE-TTM at 21.94x, indicating a recovery in valuations [12][13] - AI-driven performance is significantly enhancing revenue and profit for major internet companies, with Tencent's advertising growth at 20% and Alibaba Cloud's growth accelerating to 26% [14][15] Insurance Industry - In the first half of 2025, listed insurance companies saw a 4.9% year-on-year increase in net profit, driven by fluctuations in bond and equity markets [15][16] - The insurance service revenue for five major listed insurers reached CNY 831.52 billion, a 3.5% increase year-on-year, with a notable rise in the proportion of floating-type products [16][17] Company-Specific Insights - **CITIC Bank (601998.SH)**: Reported a slight decrease in revenue to CNY 105.76 billion, with a net profit increase of 2.78% [19][20] - **Zhongshan Public Utilities (000685.SZ)**: Achieved a net profit growth of 29.6% in the first half of 2025, driven by investment income [22][23] - **Wheaton Resources (01208.HK)**: Experienced a significant net profit increase of 1511% in the first half of 2025, benefiting from rising precious metal prices and improved production efficiency [25][26] - **Huace Film & TV (300133.SZ)**: Reported a revenue increase of 114.94% and a net profit increase of 65.05% in the first half of 2025, driven by strong performance in TV production [28][29] - **Yaoji Technology (002605.SZ)**: Faced a revenue decline of 24.64% in the first half of 2025, primarily due to fluctuations in digital marketing and card game businesses [31][32] - **Zhiou Technology (301376.SZ)**: Achieved revenue growth of 8.7% and net profit growth of 11.0% in the first half of 2025, supported by supply chain optimization [34][35]
欢瑞世纪:公司与红果短剧和优酷都有业务合作
Zheng Quan Ri Bao· 2025-09-03 10:15
Group 1 - The company Huayi Brothers announced on September 3 that it has business collaborations with two platforms, Hongguo Short Drama and Youku [2]