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五矿期货黑色建材日报-20251224
Wu Kuang Qi Huo· 2025-12-24 01:14
Report Summary 1. Report Industry Investment Rating No information provided regarding the industry investment rating. 2. Report Core View - The overall sentiment in the commodity market was positive yesterday, but the finished steel prices continued to fluctuate. The terminal demand remains weak, and steel prices are expected to oscillate within the bottom range. The finished steel prices are under short - term pressure due to export license management but are expected to gradually digest the policy impact. The willingness for winter storage is low this year, and there may not be large - scale restocking. Attention should be paid to the possible marginal impact of the "dual - carbon" policy on the steel industry [2]. - For iron ore, the supply of overseas shipments has decreased, the demand for molten iron has declined, and the port inventory has increased while the steel mill inventory is at a low level. The price is expected to move within an oscillatory range [5]. - For manganese silicon and ferrosilicon, the overall macro sentiment has improved. The future market contradictions lie in the direction of the black sector, the cost - push from manganese ore for manganese silicon, and the supply contraction of ferrosilicon due to losses. Attention should be paid to possible disruptions from the "dual - carbon" policy [9][10]. - For industrial silicon, the price is expected to fluctuate following the market, and attention should be paid to new supply - side disturbances in the northwest [13]. - For polysilicon, the supply is expected to decline, the demand is weak, and the inventory pressure is high. The futures price is unstable, and attention should be paid to actual spot transactions and warehouse receipt registration [17]. - For glass, the demand recovery is weak, and the market is expected to continue narrow - range oscillations [20]. - For soda ash, the downstream demand is weak, the inventory is accumulating, and the price rebound is limited. Short positions can be considered [22]. 3. Summary by Catalog Steel - **Market Information** - The closing price of the rebar main contract was 3128 yuan/ton, up 2 yuan/ton (0.063%) from the previous trading day. The registered warehouse receipts were 60,684 tons, unchanged. The position of the main contract decreased by 11,933 lots to 1.580041 million lots. The Tianjin aggregated price was 3170 yuan/ton, unchanged, and the Shanghai aggregated price was 3320 yuan/ton, up 20 yuan/ton [1]. - The closing price of the hot - rolled coil main contract was 3281 yuan/ton, up 4 yuan/ton (0.122%) from the previous trading day. The registered warehouse receipts were 104,293 tons, unchanged. The position of the main contract increased by 9846 lots to 1.198397 million lots. The Lecong aggregated price was 3260 yuan/ton, unchanged, and the Shanghai aggregated price was 3270 yuan/ton, unchanged [1]. - **Strategy View** - Rebar's supply and demand both increased this week, and inventory continued to decline, showing off - season characteristics. Hot - rolled coil production dropped significantly, apparent demand decreased slightly, and inventory continued to fall. The export license policy aims to promote the high - quality development of the steel industry. Overall, the terminal demand is weak, the hot - rolled coil inventory pressure is prominent, and steel prices are expected to oscillate at the bottom. The finished steel prices are under short - term pressure due to the policy but are expected to gradually digest it. Winter storage has started in some areas, but the willingness is low [2]. Iron Ore - **Market Information** - The main contract (I2605) of iron ore closed at 778.50 yuan/ton, down 0.38% (- 3.00). The position increased by 2081 lots to 554,000 lots. The weighted position was 928,000 lots. The spot price of PB fines at Qingdao Port was 790 yuan/wet ton, with a basis of 60.70 yuan/ton and a basis rate of 7.23% [4]. - **Strategy View** - In terms of supply, the overseas iron ore shipments decreased. The shipments from Australia and Brazil declined, while those from non - mainstream countries increased slightly. The near - end arrivals decreased. In terms of demand, the daily molten iron output continued to decline, and the steel mill profitability remained stable. The port inventory increased, and the steel mill's imported ore inventory reached a five - year low. The price is expected to move within an oscillatory range [5]. Manganese Silicon and Ferrosilicon - **Market Information** - The main contract of manganese silicon (SM603) closed at 5822 yuan/ton, down 0.31%. The spot price in Tianjin was 5720 yuan/ton, with a basis of 88 yuan/ton. The main contract of ferrosilicon (SF603) closed at 5648 yuan/ton, up 0.07%. The spot price in Tianjin was 5700 yuan/ton, with a basis of 52 yuan/ton [8]. - **Strategy View** - The macro sentiment has improved. For manganese silicon, the supply - demand pattern is not ideal, but most factors are already priced in. For ferrosilicon, the supply - demand is basically balanced, and the supply has decreased due to production losses. The future market contradictions lie in the black sector's direction, the cost - push from manganese ore for manganese silicon, and the supply contraction of ferrosilicon due to losses. Attention should be paid to possible disruptions from the "dual - carbon" policy [9][10]. Industrial Silicon and Polysilicon - **Industrial Silicon** - **Market Information** - The main contract (SI2605) of industrial silicon closed at 8780 yuan/ton, up 2.15% (+ 185). The weighted position decreased by 15,701 lots to 401,013 lots. The spot price of 553 in East China was 9200 yuan/ton, unchanged, with a basis of 420 yuan/ton [12]. - **Strategy View** - The price is expected to fluctuate following the market. The weekly output decreased slightly, and the demand from polysilicon weakened. Attention should be paid to new supply - side disturbances in the northwest [13]. - **Polysilicon** - **Market Information** - The main contract (PS2605) of polysilicon closed at 59,225 yuan/ton, up 0.65% (+ 380). The weighted position decreased by 10,996 lots to 223,576 lots. The spot price of N - type granular silicon was 50 yuan/kg, unchanged; the N - type dense material was 51 yuan/kg, unchanged; the N - type re - feed material was 52.35 yuan/kg, down 0.05 yuan/kg, with a basis of - 6875 yuan/ton. The Guangzhou Futures Exchange restricted the daily opening positions from December 25 [14][16]. - **Strategy View** - The supply is expected to decline, but the decrease may be limited. The downstream demand is weak, and the inventory pressure is high before the Spring Festival. The futures price is unstable, and attention should be paid to actual spot transactions and warehouse receipt registration [17]. Glass and Soda Ash - **Glass** - **Market Information** - The main contract of glass closed at 1028 yuan/ton on Tuesday afternoon, down 0.29% (- 3). The North China large - plate price was 1020 yuan, down 10; the Central China price was 1080 yuan, unchanged. The weekly inventory of float glass sample enterprises was 58.558 million boxes, up 331,000 boxes (+ 0.57%). The top 20 long - position holders reduced 20,833 long positions, and the top 20 short - position holders reduced 21,478 short positions [19]. - **Strategy View** - The demand recovery is weak, and the market is expected to continue narrow - range oscillations due to insufficient terminal demand and increasing inventory pressure [20]. - **Soda Ash** - **Market Information** - The main contract of soda ash closed at 1175 yuan/ton on Tuesday afternoon, up 0.51% (+ 6). The Shahe heavy - soda price was 1137 yuan, up 18. The weekly inventory of soda ash sample enterprises was 1.4993 million tons, up 5000 tons (+ 0.57%), with the heavy - soda inventory down 18,800 tons and the light - soda inventory up 23,800 tons. The top 20 long - position holders reduced 9114 long positions, and the top 20 short - position holders reduced 10,651 short positions [21]. - **Strategy View** - The downstream demand is weak, the inventory is accumulating, and the price rebound is limited due to cost reduction and low profitability. Short positions can be considered [22].
焦炭板块12月23日跌1.44%,安泰集团领跌,主力资金净流出8775.45万元
从资金流向上来看,当日焦炭板块主力资金净流出8775.45万元,游资资金净流出2077.45万元,散户资 金净流入1.09亿元。焦炭板块个股资金流向见下表: 证券之星消息,12月23日焦炭板块较上一交易日下跌1.44%,安泰集团领跌。当日上证指数报收于 3919.98,上涨0.07%。深证成指报收于13368.99,上涨0.27%。焦炭板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 ...
煤焦日报:多空僵持,煤焦震荡运行-20251222
Bao Cheng Qi Huo· 2025-12-22 09:59
投资咨询业务资格:证监许可【2011】1778 号 期货研究报告 黑色金属 | 日报 2025 年 12 月 22 日 煤焦日报 专业研究·创造价值 多空僵持,煤焦震荡运行 核心观点 焦炭:截至 12 月 19 日当周,全样本独立焦化厂和钢厂焦化厂焦炭日均产 量合计 109.49 万吨,周环比降 1.1 万吨;全国 247 家钢厂铁水日均产量 226.55 万吨,周环比下降 2.65 万吨,钢厂盈利率周环比持平,维持 35.93%的水平,大部分钢厂仍处亏损状态,焦炭短期需求压力仍存。整体 来看,焦炭供需格局未明显改善,但下游冬储补库预期和反内卷预期驱动 焦炭期货止跌反弹,关注后续钢厂补库节奏。 焦煤:截至 12 月 19 日当周,全国 523 家炼焦煤矿精煤日均产量 75.8 万 吨,环比增 0.8 万吨,同比降 4.1 万吨;下游焦化厂和钢厂焦炭日均产量 合计 109.49 万吨,周环比降 1.1 万吨,减量主要集中在独立焦化厂。因 原材料焦煤价格上涨,独立焦化厂吨焦盈利走低,生产积极性下滑。整体 来看,焦煤供应端压力阶段性释放,随着下游冬储补库预期和反内卷预期 扰动再现,市场情绪由弱转强,焦煤主力合约低位 ...
焦炭板块12月22日跌0.1%,云维股份领跌,主力资金净流出6855.98万元
Group 1 - The coke sector experienced a slight decline of 0.1% on December 22, with Yunwei Co. leading the drop [1] - The Shanghai Composite Index closed at 3917.36, up by 0.69%, while the Shenzhen Component Index closed at 13332.73, up by 1.47% [1] - Major stocks in the coke sector showed varied performance, with Shaanxi Black Cat closing at 3.72, up by 0.54%, and Yunwei Co. closing at 4.17, down by 2.34% [1] Group 2 - The net outflow of main funds in the coke sector was 68.56 million yuan, while retail investors saw a net inflow of 71.13 million yuan [1] - Detailed fund flow data indicates that Baotailong had a net outflow of 3.36 million yuan from main funds, while retail investors contributed a net inflow of 1.29 million yuan [2] - Yunwei Co. experienced a significant net outflow of 23.30 million yuan from main funds, but retail investors had a net inflow of 45.99 million yuan [2]
《黑色》日报-20251222
Guang Fa Qi Huo· 2025-12-22 06:32
1. Report Industry Investment Ratings - No industry investment ratings are provided in the reports. 2. Core Views Steel Industry - Last week, steel prices showed a pattern of low - level upward repair, but with weak demand and insufficient upward momentum. The overall steel market is expected to maintain a range - bound trend, with rebar in the 3000 - 3200 range and hot - rolled coils in the 3150 - 3350 range [1]. - Rebar has good de - stocking performance, and the 1 - 5 positive spread can be held. The acceleration of plate production cuts is expected to speed up the de - stocking of hot - rolled coils, and the 5 - month hot - rolled coil to rebar spread can be exited at low levels. The screw - to - ore ratio is still weak, and considering the low level of molten iron, one can try to long the screw - to - ore ratio arbitrage at low levels [1]. Iron Ore Industry - Last week, iron ore prices rebounded slightly and remained range - bound. The key factors for future trading are the steel mill restocking expectation and the downward space of molten iron. The overall iron ore market is expected to maintain a range - bound trend, with the range of 730 - 820. It is recommended to operate the 05 contract within the range and try shorting around 800 [4]. Coke and Coking Coal Industry - Last week, both coke and coking coal futures showed a strong rebound. Coke spot prices are still in a downward adjustment trend, and there is still an expectation of further price cuts in the short term. For coke, it is recommended to go long the 2605 contract at low levels and consider the arbitrage strategy of long coking coal and short coke. For coking coal, it is also recommended to go long the 2605 contract at low levels and use the same arbitrage strategy [7]. Ferrosilicon and Ferromanganese Industry - Last week, ferrosilicon prices rebounded slightly. The supply - demand contradiction of ferrosilicon still needs to be resolved, and the price is expected to be range - bound between 5400 - 5650. It is recommended to try shorting when the price rebounds above the immediate cost in Ningxia [8]. - Ferromanganese is in a state of overall supply - demand balance, and manganese ore provides certain support for ferromanganese prices. The key factors for the future are the production cut amplitude and the steel mill restocking before winter. The price is expected to move weakly with limited amplitude [8]. 3. Summary by Directory Steel Industry Steel Prices and Spreads - Rebar and hot - rolled coil spot prices in most regions decreased slightly, and futures prices also showed a downward trend. The basis and spreads of different contracts also changed to varying degrees [1]. Cost and Profit - Steel billet and slab prices remained stable. The costs of electric - arc furnace and converter rebar in Jiangsu increased, and the profits of rebar and hot - rolled coils in different regions showed different degrees of change, with some increasing and some still in a loss state [1]. Production and Inventory - The daily average molten iron output increased slightly by 0.1%, the output of five major steel products decreased by 1.0%, the rebar output increased by 1.6%, and the hot - rolled coil output decreased by 5.4%. The inventory of five major steel products decreased by 2.8%, with rebar having better de - stocking performance and hot - rolled coil having slower de - stocking [1]. Transaction and Demand - The building materials trading volume increased by 2.8%, the apparent demand of five major steel products decreased by 0.5%, the apparent demand of rebar increased by 2.7%, and the apparent demand of hot - rolled coils decreased by 4.4% [1]. Iron Ore Industry Iron Ore Prices and Spreads - The prices of various iron ore varieties showed a slight increase or decrease. The basis of the 09 contract for different iron ore varieties increased to varying degrees, and the 5 - 9, 9 - 1, and 1 - 5 spreads also changed [4]. Supply and Demand - The global iron ore shipment increased compared to the previous period, and the molten iron output decreased by 1.2%. The 45 - port average daily ore removal volume decreased by 1.8%, and the national pig iron and crude steel monthly output decreased [4]. Inventory - The 45 - port iron ore inventory increased by 0.8%, the inventory of 64 steel mills in terms of available days decreased by 1.2%, and the inventory of 247 steel mills in terms of available days increased by 5.0% [4]. Coke and Coking Coal Industry Prices and Spreads - Coke and coking coal futures prices showed a downward trend in some contracts, and the basis of different contracts changed. The spot prices of coke and coking coal also had different trends, with some increasing and some decreasing [7]. Supply and Demand - Coke production decreased slightly, and molten iron production decreased by 1.2%. The supply of coking coal decreased slightly, and the demand for coking coal also decreased due to the decrease in coke production [7]. Inventory - Coke inventory decreased slightly overall, with coking plants accumulating inventory and ports and steel mills reducing inventory. Coking coal inventory increased slightly overall, with coal washing plants and coking enterprises reducing inventory and mines, ports, steel mills, and ports accumulating inventory [7]. Ferrosilicon and Ferromanganese Industry Prices and Spreads - Ferrosilicon and ferromanganese futures prices increased slightly, and the spot prices of most regions remained stable. The spreads between different regions and contracts also changed [8]. Cost and Profit - Manganese ore prices were firm, and some overseas mines' January offers increased. Electricity prices were basically stable, providing certain cost support for ferromanganese. The cost of ferrosilicon in some regions decreased slightly [8]. Supply and Demand - Ferrosilicon production decreased by 6.15%, and the production enterprise's operating rate decreased by 6.6%. Ferromanganese production decreased by 0.5%, and the operating rate decreased by 3.4%. The demand for both ferrosilicon and ferromanganese decreased slightly [8]. Inventory - Ferrosilicon factory inventory remained high, and the inventory decreased by 16.3%. Ferromanganese inventory increased slightly by 0.7%, and the average available days of inventory for both remained relatively stable [8].
云维股份跌2.11%,成交额1.98亿元,主力资金净流出1399.08万元
Xin Lang Zheng Quan· 2025-12-22 05:57
云维股份所属申万行业为:煤炭-焦炭Ⅱ-焦炭Ⅲ。所属概念板块包括:煤化工、国资改革、低价、小 盘、并购重组等。 截至12月10日,云维股份股东户数3.11万,较上期减少2.81%;人均流通股39629股,较上期增加 2.89%。2025年1月-9月,云维股份实现营业收入4.43亿元,同比减少19.62%;归母净利润-1731.75万 元,同比减少90.01%。 分红方面,云维股份A股上市后累计派现3.50亿元。近三年,累计派现0.00元。 责任编辑:小浪快报 12月22日,云维股份盘中下跌2.11%,截至13:47,报4.18元/股,成交1.98亿元,换手率3.78%,总市值 51.52亿元。 资金流向方面,主力资金净流出1399.08万元,特大单买入721.05万元,占比3.64%,卖出832.80万元, 占比4.21%;大单买入2571.71万元,占比12.99%,卖出3859.04万元,占比19.49%。 云维股份今年以来股价涨23.67%,近5个交易日涨15.15%,近20日涨15.15%,近60日涨16.11%。 资料显示,云南云维股份有限公司位于云南省昆明市西山区日新中路393号广福城写字楼20楼, ...
南华期货煤焦产业周报:关注冬储需求释放-20251221
Nan Hua Qi Huo· 2025-12-21 13:24
南华期货煤焦产业周报 ——关注冬储需求释放 张泫 投资咨询资格证号:Z0022723 联系邮箱:zhangxuan@nawaa.com 投资咨询业务资格:证监许可【2011】1290号 2025年12月21日 第一章 核心矛盾及策略建议 1.1 核心矛盾 【核心逻辑】本周汾渭及钢联口径焦煤产量劈叉,钢联口径矿山增产累库,汾渭口径减产累库,下游焦企受 提降预期影响补库积极性偏差,仅维持刚需采购,焦煤库存结构持续恶化。进口端,本周蒙煤日平均通关车 数超1500车/天,澳煤价格指数稳中有涨,内外价差倒挂严重,海煤进口窗口收窄,后续焦煤到港可能有所回 落。下游方面,焦炭三轮提降正式开启,目前即期焦化利润处于盈亏平衡点附近,预计三轮提降落地后部分 焦企将面临小幅亏损。本周焦企开工率受环保限产影响小幅下降,但高炉铁水加速减产,用焦需求同步萎 缩,焦炭基本面边际恶化,目前不排除钢厂继续四轮提降的可能。展望后市,随着终端冬储补库临近,焦煤 库存结构有望改善,当前焦煤过剩幅度相比往年并不严重,此轮库存转移对于缓和上游矿山库存压力、支撑 现货价格企稳有一定帮助,受偏高基差牵制,焦煤盘面下方空间可能较为有限。焦炭方面,三轮提降落地 ...
焦炭板块12月19日涨0.73%,云煤能源领涨,主力资金净流出8338.62万元
| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601011 | 宝泰降 | 1.53万 | 0.01% | -566.50万 | -3.18% | 564.97万 | 3.17% | | 601015 陕西黑猫 | | -182.11万 | -1.80% | -427.33万 | -4.23% | 609.44万 | 6.03% | | 600792 云煤能源 | | -397.69万 | -3.99% | -364.51万 | -3.65% | 762.20万 | 7.64% | | 600740 山西焦化 | | -400.87万 | -5.97% | 227.74万 | 3.39% | 173.14万 | 2.58% | | 000723 美锦能源 | | -1502.71万 | -6.23% | -116.44万 | -0.48% | 1619.15万 | 6.71% | | 600725 云维股份 | ...
日度策略参考-20251219
Guo Mao Qi Huo· 2025-12-19 02:45
1. Report's Industry Investment Ratings - **Bullish**: BR Rubber [1] - **Bearish**: Industrial Silicon, Palm Oil [1] - **Neutral (Oscillation)**: Bonds, Agricultural Products, Alumina, Zinc, Stainless Steel, Tin, Precious Metals (Gold, Silver, Platinum, Palladium), Rebar, Hot - Rolled Coil, Iron Ore, Manganese Ore, Ferrosilicon, Glass, Soda Ash, Coking Coal, Coke, Soybeans, Rapeseed Oil, Cotton, Sugar, Wheat, Corn, Pulp, Logs, Live Pigs, Crude Oil, Fuel Oil, Bitumen, Ethylene Glycol, Benzene - Naphtha, Urea, Propylene, PVC, Caustic Soda, LPG, Container Shipping to Europe [1] 2. Core Views of the Report - In the short term, the stock index is expected to continue its weak trend, but the market adjustment since mid - November has opened up space for the upward movement of the stock index next year [1] - Asset shortage and weak economy are beneficial to bond futures, but the central bank has recently warned about interest - rate risks [1] - The market sentiment is volatile, and there are opportunities to go long at low levels for some products [1] 3. Summary by Industry Macro - Financial - **Stock Index**: Short - term weak operation, long - term upward potential. Investors can gradually establish long positions during the adjustment period [1] - **Bonds**: Asset shortage and weak economy are favorable, but short - term interest - rate risks are warned. Pay attention to the Bank of Japan's interest - rate decision [1] Non - Ferrous Metals - **Aluminum**: High - level wide - range oscillation due to limited industrial drive and fluctuating macro sentiment [1] - **Alumina**: Weak domestic fundamentals, short - term price rebound but limited upward drive [1] - **Zinc**: Fundamentals improved, cost center shifted up, but price is under pressure. Pay attention to low - buying opportunities [1] - **Nickel**: After a sharp decline, there is a demand for position - reduction repair. Short - term trading is recommended, and the long - term supply of primary nickel is in surplus [1] - **Stainless Steel**: Short - term trading is recommended, waiting for opportunities to sell on rallies [1] - **Tin**: Short - term oscillation, long - term bullish. Pay attention to low - buying opportunities during corrections [1] Precious Metals and New Energy - **Precious Metals**: Supported by the cooling of the US CPI in November, but short - term volatility risks need to be vigilant [1] - **Industrial Silicon**: Bearish due to increased production in the northwest, reduced production in the southwest, and decreased production schedules of polysilicon and organic silicon in December [1] - **Polysilicon**: There is an expectation of capacity reduction in the long - term, marginal improvement in terminal installation in the fourth quarter, and strong price - holding and low - delivery willingness of large enterprises [1] - **Lithium**: In the traditional peak season of new energy vehicles, with strong energy - storage demand, increased production on the supply side, and the potential to break through previous highs [1] Ferrous Metals - **Rebar and Hot - Rolled Coil**: Roll over and take profits on cash - and - carry positions. Valuation is not high, and short - selling is not recommended [1] - **Iron Ore**: Near - month contracts are restricted by production cuts, but far - month contracts have upward potential [1] - **Manganese Ore and Ferrosilicon**: Prices are under pressure due to weak direct demand, high supply, and inventory accumulation [1] - **Glass and Soda Ash**: Supply and demand provide support, valuation is low, but short - term price fluctuations are strong [1] - **Coking Coal and Coke**: After a decline, there are signs of stabilization. Pay attention to winter - storage replenishment by downstream enterprises this week [1] Agricultural Products - **Palm Oil**: Short - term short - selling is recommended due to continuous negative high - frequency data and high pressure on the origin [1] - **Soybeans**: Pay attention to the negative impact of imported soybean auctions on the supply side [1] - **Rapeseed Oil**: It is recommended to short the 05 contract as the near - term raw - material shortage theme is expected to be exhausted [1] - **Cotton**: The market is currently supported but lacks a driving force. Pay attention to relevant policies and market conditions in the future [1] - **Sugar**: There is a consensus on short - selling, but there is strong cost support below. Pay attention to changes in the capital side [1] - **Wheat and Corn**: The short - term decline is limited by farmers' price - holding sentiment and downstream stocking demand before the Spring Festival [1] - **Pulp**: Unilateral trading is recommended to wait and see, and consider the 1 - 5 reverse spread [1] - **Logs**: The 01 contract is expected to oscillate weakly as it approaches the delivery month [1] - **Live Pigs**: Production capacity still needs to be further released [1] Energy and Chemical Industry - **Crude Oil and Fuel Oil**: Affected by OPEC+ production - suspension, the uncertainty of the Russia - Ukraine peace agreement, and US sanctions on Venezuelan oil exports [1] - **Bitumen**: Follows crude oil in the short term, with high profit and possible falsification of the 14th - Five - Year Plan's rush - demand [1] - **BR Rubber**: Bullish due to improved cost - side support, increased sales, and high operating rates [1] - **PTA and Short - Fiber**: The PTA device operates at a high load, and short - fiber prices follow costs closely [1] - **Ethylene Glycol**: Prices decline due to inventory accumulation and weakening cost support [1] - **Benzene - Naphtha**: There is slight cost - side support, but overall production economy is negative, and inventory is high [1] - **Urea, Propylene, PVC, and Caustic Soda**: Prices oscillate due to factors such as supply - demand imbalance, cost changes, and reduced anti - involution sentiment [1] - **LPG**: The market is affected by geopolitical factors, and prices oscillate after a decline. Pay attention to the impact of natural gas on near - month prices [1] Other - **Container Shipping to Europe**: The price increase in December was less than expected, and the supply of shipping capacity was relatively loose [1]
云维股份涨2.14%,成交额2.14亿元,主力资金净流入213.17万元
Xin Lang Zheng Quan· 2025-12-19 02:30
12月19日,云维股份盘中上涨2.14%,截至10:20,报4.30元/股,成交2.14亿元,换手率4.12%,总市值 53.00亿元。 云维股份所属申万行业为:煤炭-焦炭Ⅱ-焦炭Ⅲ。所属概念板块包括:煤化工、国资改革、低价、小 盘、并购重组等。 截至12月10日,云维股份股东户数3.11万,较上期减少2.81%;人均流通股39629股,较上期增加 2.89%。2025年1月-9月,云维股份实现营业收入4.43亿元,同比减少19.62%;归母净利润-1731.75万 元,同比减少90.01%。 分红方面,云维股份A股上市后累计派现3.50亿元。近三年,累计派现0.00元。 责任编辑:小浪快报 资金流向方面,主力资金净流入213.17万元,特大单买入1097.15万元,占比5.13%,卖出910.79万元, 占比4.26%;大单买入4050.64万元,占比18.93%,卖出4023.84万元,占比18.80%。 云维股份今年以来股价涨27.22%,近5个交易日涨22.16%,近20日涨22.16%,近60日涨21.81%。 资料显示,云南云维股份有限公司位于云南省昆明市西山区日新中路393号广福城写字楼20楼, ...