非金属材料

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菲利华股价下跌5.96% 上半年净利润同比增长28.72%
Jin Rong Jie· 2025-08-26 16:26
Company Overview - Filihua's stock price is reported at 93.60 yuan, down 5.93 yuan or 5.96% from the previous trading day [1] - The stock reached a high of 98.50 yuan and a low of 92.35 yuan during the trading session, with a trading volume of 299,300 hands and a transaction amount of 2.821 billion yuan [1] Financial Performance - For the first half of 2025, the company achieved an operating income of 908 million yuan, a year-on-year decrease of 0.77% [1] - The net profit attributable to shareholders of the listed company was 222 million yuan, reflecting a year-on-year increase of 28.72% [1] - The net profit excluding non-recurring gains and losses was 203 million yuan, showing a year-on-year growth of 51.07% [1] Market Activity - On August 26, the net outflow of main funds was 299 million yuan, accounting for 0.62% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 454 million yuan, representing 0.95% of the circulating market value [1] Industry Context - Filihua operates in the non-metallic materials industry, focusing on the research, development, production, and sales of high-performance quartz glass materials and products [1] - The company's products are widely used in sectors such as semiconductors, optical communications, optics, and solar energy [1]
非金属材料板块8月26日跌0.52%,石英股份领跌,主力资金净流出1.68亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-26 08:30
Market Overview - The non-metal materials sector experienced a decline of 0.52% on August 26, with Quartz Co. leading the drop [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Individual Stock Performance - Quartz Co. (603688) closed at 40.47, down 4.17% with a trading volume of 313,300 shares [1] - Ningxin New Materials (839719) closed at 16.14, down 1.82% with a trading volume of 44,800 shares [1] - Lianrui New Materials (688300) closed at 62.96, down 1.01% with a trading volume of 58,300 shares [1] - Dongfang Xiayuan (832175) closed at 12.86, down 1.00% with a trading volume of 33,100 shares [1] - Power Diamond (301071) closed at 31.54, down 0.76% with a trading volume of 48,800 shares [1] - Kuncai Technology (603826) closed at 20.60, down 0.68% with a trading volume of 58,500 shares [1] - Qilu Huaxin (830832) closed at 8.71, down 0.46% with a trading volume of 24,900 shares [1] - Bingyang Technology (836675) closed at 12.80, up 0.87% with a trading volume of 21,500 shares [1] - Tianma New Materials (838971) closed at 39.39, up 2.15% with a trading volume of 65,900 shares [1] - Longgao Co. (605086) closed at 29.34, up 2.48% with a trading volume of 59,100 shares [1] Capital Flow Analysis - The non-metal materials sector saw a net outflow of 168 million yuan from institutional investors, while retail investors contributed a net inflow of 148 million yuan [1] - Speculative funds recorded a net inflow of 19.89 million yuan into the sector [1]
非金属材料板块8月25日涨0.65%,联瑞新材领涨,主力资金净流出2.43亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-25 08:47
Market Overview - On August 25, the non-metal materials sector rose by 0.65% compared to the previous trading day, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Lianrui New Materials (688300) closed at 63.60, with a gain of 5.05% and a trading volume of 86,500 shares, amounting to a transaction value of 545 million [1] - Other notable stocks include: - Kuncai Technology (603826) at 20.74, up 1.22% [1] - Longgao Co., Ltd. (605086) at 28.63, up 0.49% [1] - Bingyang Technology (836675) at 12.69, up 0.40% [1] - Dongfang Huaiyuan (832175) at 12.99, up 0.08% [1] - Strength Diamond (301071) at 31.78, down 0.19% [1] - Qilu Huaxin (830832) at 8.75, down 0.57% [1] - Suotong Development (603612) at 23.83, down 0.75% [1] - Changjiang Materials (001296) at 20.90, down 0.81% [1] - Ningxin New Materials (612688) at 16.44, down 1.26% [1] Capital Flow - The non-metal materials sector experienced a net outflow of 243 million from institutional investors, while retail investors saw a net inflow of 1.74 billion [2] - The overall capital flow for the sector indicates: - Lianrui New Materials had a net inflow of 82.31 million from institutional investors [3] - Kuncai Technology saw a net outflow of 1.52 million from institutional investors [3] - Longgao Co., Ltd. had a net outflow of 10.96 million from institutional investors [3] - Strength Diamond experienced a net outflow of 15.93 million from institutional investors [3] - Suotong Development faced a significant net outflow of 128 million from institutional investors [3] - Quartz Co. (603688) had a net outflow of 163 million from institutional investors [3]
光威复材(300699):2025年中报点评:碳梁业务表现亮眼,新领域应用不断拓展
EBSCN· 2025-08-24 10:18
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [6][14]. Core Viewpoints - The company's carbon beam business shows strong performance with continuous expansion into new application areas, supported by significant contracts that ensure growth stability [3][4]. - Despite a slight decline in revenue from carbon fiber and prepreg materials, the wind power carbon beam segment has experienced substantial growth due to increased orders from both new and traditional customers [2][4]. - The company is increasing its R&D investment to expand the application of carbon fiber across various sectors, which is expected to support future growth [3][4]. Summary by Sections Financial Performance - In H1 2025, the company achieved revenue of 1.201 billion yuan, a year-on-year increase of 3.87%, while net profit attributable to shareholders was 269 million yuan, down 26.85% year-on-year [1]. - The revenue breakdown for H1 2025 shows carbon fiber and fabric at 636 million yuan (down 6.85%), carbon beams at 369 million yuan (up 47.95%), and other segments reflecting mixed performance [2]. Profitability Metrics - The company's gross margin and net margin for H1 2025 were 42.49% and 22.13%, respectively, showing declines of 2.15 percentage points and 8.05 percentage points year-on-year [3]. - The gross margin for carbon fiber and fabric was 60.32%, while for carbon beams it was 24.93%, indicating a shift in product mix affecting overall profitability [3]. Growth Projections - The report revises down the net profit forecasts for 2025 and 2026 by 38% and 35% to 762 million yuan and 903 million yuan, respectively, while introducing a new forecast for 2027 at 1.09 billion yuan [4][5]. - The projected EPS for 2025, 2026, and 2027 are 0.92 yuan, 1.09 yuan, and 1.31 yuan, respectively, with corresponding P/E ratios of 35X, 29X, and 24X [4][5]. Market Position and Contracts - A significant contract worth 658 million yuan was signed in June 2025, ensuring revenue stability through 2027 [3]. - The company is expanding its product applications in various sectors, including marine, military, and high-end equipment, which is expected to drive future growth [3].
每周股票复盘:石英股份(603688)股东户数增加,业绩下滑明显
Sou Hu Cai Jing· 2025-08-23 17:38
Core Viewpoint - The stock price of Quartz Co., Ltd. has increased by 10.02% to 42.82 yuan as of August 22, 2025, with a total market capitalization of 23.195 billion yuan, ranking 1st in the non-metallic materials sector and 810th in the A-share market [1]. Shareholder Changes - As of June 30, 2025, the number of shareholders of Quartz Co., Ltd. reached 63,700, an increase of 6,120 or 10.64% compared to March 31, 2025. The average number of shares held per shareholder decreased from 9,415 to 8,510, with an average holding value of 299,700 yuan [2][6]. Performance Disclosure Highlights - The mid-year report for 2025 indicates that Quartz Co., Ltd. achieved a main revenue of 515 million yuan, a year-on-year decrease of 30.13%. The net profit attributable to shareholders was 107 million yuan, down 58.41%, and the net profit after deducting non-recurring gains and losses was 61.2857 million yuan, a decline of 75.84%. In the second quarter of 2025, the company reported a single-quarter main revenue of 261 million yuan, a decrease of 23.96%, and a net profit of 54.0918 million yuan, down 45.04% [3].
中钢洛耐股价微涨0.22% 新材料领域企业受关注
Jin Rong Jie· 2025-08-22 18:20
Group 1 - The latest stock price of Zhonggang Luonai is 4.50 yuan, with an increase of 0.01 yuan compared to the previous trading day [1] - The stock reached a maximum of 4.52 yuan and a minimum of 4.44 yuan during the trading session, with a total transaction amount of 0.62 billion yuan [1] - Zhonggang Luonai operates in the non-metallic materials industry, focusing on the research, production, and sales of refractory materials and related products [1] Group 2 - The company holds a certain influence in the refractory materials niche market as a player in the new materials sector [1] - The net outflow of main funds on that day was 792,500 yuan, with a cumulative net outflow of 5.52 million yuan over the past five trading days [1] - The current price-to-earnings ratio is 64.58 times, and the price-to-book ratio is 1.70 times [1]
非金属材料板块8月22日涨1.37%,联瑞新材领涨,主力资金净流出2.27亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-22 08:35
Market Performance - On August 22, the non-metal materials sector rose by 1.37%, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Lianrui New Materials (688300) closed at 60.54, with a gain of 6.01% and a trading volume of 94,100 shares, amounting to a transaction value of 565 million yuan [1] - Tianma New Materials (838971) closed at 39.22, up 2.08%, with a transaction value of 196 million yuan [1] - KunCai Technology (603826) closed at 20.49, up 1.29%, with a transaction value of 132 million yuan [1] - Quartz Co. (603688) closed at 42.82, up 0.63%, with a transaction value of 1.692 billion yuan [1] - Other notable stocks include Lili Diamond (301071) at 31.84 (+0.25%), Longgao Co. (605086) at 28.49 (+0.14%), and Ningxin New Materials (839719) at 16.65 (-0.30%) [1] Capital Flow - The non-metal materials sector experienced a net outflow of 227 million yuan from institutional investors, while retail investors saw a net inflow of 254 million yuan [2] - The capital flow for individual stocks indicates that Lianrui New Materials had a net outflow of 16.93 million yuan from institutional investors, but a net inflow of 45.10 million yuan from retail investors [3] - Other stocks like KunCai Technology and Longgao Co. also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor types [3]
非金属材料板块8月21日涨1.51%,石英股份领涨,主力资金净流入3.58亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-21 08:26
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603688 | 石英股份 | 42.55 | 6.59% | 57.61万 | 24.48亿 | | 301071 | 力量钻石 | 31.76 | 1.96% | 14.59万 | 4.64亿 | | 603826 | 坤彩科技 | 20.23 | 1.00% | 7.70万 | 1.56亿 | | 830832 | 齐鲁华信 | 8.85 | 0.34% | - 3.41万 | 3028.55万 | | 838971 | 天马新材 | 38.42 | -0.34% | 4.18万 | 1.62亿 | | 836675 | 秉扬科技 | 12.84 | -0.62% | 1.99万 | 2584.91万 | | 605086 | 龙高股份 | 28.45 | -0.63% | 3.39万 | 9724.89万 | | 001296 | 长江材料 | 21.15 | -0.70% | 4.45万 | 9421.95万 | | 603612 | 索 ...
壹石通股价下跌6.57% 海外机构调研热度不减
Jin Rong Jie· 2025-08-20 19:37
Group 1 - The stock price of Yishitong is reported at 27.43 yuan as of August 20, 2025, reflecting a decrease of 1.93 yuan or 6.57% from the previous trading day [1] - The opening price on the same day was 28.68 yuan, with a highest point of 28.68 yuan and a lowest point of 26.94 yuan, resulting in a trading volume of 227,300 hands and a transaction amount of 627 million yuan [1] - Yishitong operates in the non-metallic materials industry, focusing on new energy materials and electronic communication materials, with applications in lithium batteries and electronic components [1] Group 2 - From August 7 to August 20, a total of 6 overseas institutions conducted research on Yishitong, while 137 institutions engaged in research over the last 5 trading days (August 13 to August 19) [1] - On August 20, the net outflow of main funds from Yishitong was 186 million yuan, accounting for 3.39% of the circulating market value, with a cumulative net outflow of 300 million yuan over the past 5 days, representing 5.47% of the circulating market value [1]
平安电工股价微跌0.40% 盘中快速反弹成交额超2亿元
Jin Rong Jie· 2025-08-20 16:55
Core Viewpoint - The stock price of Ping An Electric fell by 0.40% to 50.15 yuan as of August 20, 2025, indicating a slight decline in market performance [1] Company Overview - Ping An Electric specializes in the research, production, and sales of non-metal materials, primarily used in the fields of new energy vehicles and solid-state batteries [1] - The company is registered in Hubei and has a total market capitalization of 9.303 billion yuan, with a circulating market value of 2.326 billion yuan [1] Stock Performance - On August 20, the stock opened at 50.10 yuan, reached a high of 50.31 yuan, and a low of 49.06 yuan, resulting in an intraday volatility of 2.48% [1] - The trading volume for the day was 44,845 hands, with a total transaction amount of 223 million yuan, leading to a turnover rate of 9.67% [1] Capital Flow - On August 20, there was a net outflow of 10.972 million yuan in main funds, accounting for 0.47% of the circulating market value [1] - However, over the past five trading days, there has been an overall net inflow of 6.251 million yuan, representing 0.27% of the circulating market value [1]