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郑眼看盘丨经济指标温和,A股微升
Mei Ri Jing Ji Xin Wen· 2025-05-19 10:42
每经记者|郑步春 每经编辑|肖芮冬 周一A股上午偏弱震荡,下午走势略转好,收盘各大股指以微涨为主。截至收盘,上证综指微涨0.12点 至3367.58点,其余主要股指涨幅细微,仅北证50显著上涨2.37%。全A总成交额11189亿元,较上周五的 11241亿元略有缩小。 由盘面看,航运港口、化纤、造纸、房地产、环保等板块表现稍强,白酒、矿物制品、工程机械、保 险、银行等板块表现稍弱。 周二央行将公布贷款市场报价利率(LPR),因关税战降温及近期经济数据相对较稳,多数市场人士预 计5月LPR将维持不变,稍后几个月才有望下调。 A股中短期内走势将很大程度上取决于中美后续谈判,投资者目前操作上多半会倾向于保守与观望。预 计在上述重大事项明朗前,A股大概率延续震荡格局,投资者可继续持股观望。 白酒类个股开盘即下跌。据新华社报道,近日印发修订后的《党政机关厉行节约反对浪费条例》,有与 酒相关的文字,具体是:工作餐不得提供高档菜肴,不得提供香烟,不上酒。 其他市场方面,上周五美股三大股指均小涨;周一港股小跌,恒指微跌0.05%,恒生科技指数跌 0.50%。本周二,宁德时代H股将于港交所主板挂牌上市,市场预期较好,近期宁德时 ...
江南高纤: 江南高纤关于闲置募集资金现金管理到期赎回的公告
Zheng Quan Zhi Xing· 2025-05-19 10:23
| | | | | | | | | 实际年 | 实际收 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 金额 | 品 | | | | | | | | 签约银行 | 产品名称 | | | | | 产品起息日 | 产品到期日 | | 实际赎回 | | 日 | 化收益 | 益(万 | | | | | | | | | | | (万元) | | 类 | | | | | | | | | | | | | | | 率(%) | 元) | | | | | 型 | | | | | | | | | | | 保 | | | | | | | | 苏州银行 | 2025 | 年第 | | 本 | | | | | | | 股份有限 | 130 期 | 定 | | 浮 | | | | | | | 公司黄埭 | 制结构性 | | | | 动 | | | | | | 支行 | 存款 | | | 收 | | | | | | | | | | 益 | | | | | | | 二、截止本公告披露日公司使用闲置募集资金进行现金管理的情况 截止本公告披露日,公司使用 ...
龙虎榜 | 佛山系狂抛红宝丽超3.5亿元,T王强势抢筹宁波远洋
Ge Long Hui A P P· 2025-05-19 10:22
5月19日,A股主要指数小幅震荡,全天成交1.12万亿元,较前一交易日缩量52亿元,全市场超3500股上 涨。 市场热点上,高位股继续获资金追捧,港口航运股爆发,并购重组概念掀起涨停潮;机器人概念股迎来 调整,CRO等板块跌幅居前。 高位股方面,今日共84股涨停,连板股总数23只,22股封板未遂,封板率为79%(不含ST股、退市 股)。 焦点股方面,高位股强者恒强,军工股成飞集成9连板、利君股份9天8板,纺织股迎丰股份反包涨停走 出7天6板,港口航运板块的南京港、连云港、宁波海运均5连板。 | 代码 | 名称 | 价格 | 深幅 | 几天几板 涨停分析 | 项手家 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 002190 | 成飞集成 | 39.48 | +10.00% | 9)手板 成飞概念+军工·汽车零部件 | 18.23% | 25.19 7. | | 002651 | 利君股份 | 15.59 | +10,02% | 9天8板 军工+航空零部件+粉磨系统 | 28.66% | 23.927. | | 805052 | 迎主股份 | 9.7 ...
苏州龙杰龙虎榜:营业部净买入80.33万元
苏州龙杰(603332)今日上涨2.31%,全天换手率23.05%,成交额7.22亿元,振幅13.28%。龙虎榜数据显 示,营业部席位合计净买入80.33万元。 具体来看,今日上榜营业部中,第一大买入营业部为广发证券股份有限公司郑州农业路证券营业部,买 入金额为1158.51万元,第一大卖出营业部为浙商证券股份有限公司深圳后海大道证券营业部,卖出金 额为1189.30万元。 近半年该股累计上榜龙虎榜5次,上榜次日股价平均涨5.77%,上榜后5日平均涨10.42%。 资金流向方面,今日该股主力资金净流入374.10万元,其中,特大单净流入827.85万元,大单资金净流 出453.75万元。近5日主力资金净流出9945.57万元。 上交所公开信息显示,当日该股因日换手率达23.05%上榜,营业部席位合计净买入80.33万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交1.03亿元,其中,买入成交额为5183.59 万元,卖出成交额为5103.26万元,合计净买入80.33万元。 苏州龙杰5月19日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | -- ...
吉林化纤涨停,龙虎榜上机构买入624.12万元,卖出5284.97万元
具体来看,今日上榜的营业部中,共有2家机构专用席位现身,即卖四、卖五,合计买入金额624.12万 元,卖出金额5284.97万元,合计净卖出4660.85万元,深股通为第一大买入营业部及第三大卖出营业 部,买入金额为7897.38万元,卖出金额为2864.77万元,合计净买入5032.61万元。 吉林化纤今日涨停,全天换手率21.98%,成交额25.61亿元,振幅16.67%。龙虎榜数据显示,机构净卖 出4660.85万元,深股通净买入5032.61万元,营业部席位合计净买入1.32亿元。 深交所公开信息显示,当日该股因日振幅值达16.67%、日涨幅偏离值达9.67%上榜,机构专用席位净卖 出4660.85万元,深股通净买入5032.61万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交4.21亿元,其中,买入成交额为2.78亿 元,卖出成交额为1.43亿元,合计净买入1.36亿元。 (文章来源:证券时报网) 资金流向方面,今日该股主力资金净流入3.37亿元,其中,特大单净流入3.35亿元,大单资金净流入 192.39万元。近5日主力资金净流入1.10亿元。 融资融券数据显示,该股最新(5月16 ...
尤夫股份涨停,机构龙虎榜净买入5209.34万元
| 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 机构专用 | 4872.43 | 2994.38 | | 买二 | 开源证券股份有限公司西安太华路证券营业部 | 4161.61 | 0.00 | | 买三 | 机构专用 | 2501.37 | 361.33 | | 买四 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 2377.19 | 11.26 | | 买五 | 机构专用 | 1842.36 | 651.11 | | 卖一 | 机构专用 | 4872.43 | 2994.38 | | 卖二 | 国信证券股份有限公司浙江互联网分公司 | 1458.07 | 2628.16 | | 卖三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 1419.06 | 2129.90 | | 卖四 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1153.13 | 1847.38 | | 卖五 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1279.15 | ...
行业周报:关注草甘膦供给端扰动,ST中泰撤销其他风险警示
KAIYUAN SECURITIES· 2025-05-19 07:45
Investment Rating - The investment rating for the basic chemical industry is "Positive" (maintained) [1] Core Viewpoints - The report highlights the stability of the phosphate rock market and the significant price difference between domestic and international phosphate fertilizers, indicating a positive outlook for integrated phosphate chemical companies in terms of profitability and dividend increases [3] - The report emphasizes the supply-side disturbances in glyphosate, with current product prices and profit margins under pressure due to historical lows. It suggests that overseas supply disruptions combined with domestic industry adjustments could improve competitive dynamics and enhance the bargaining power of leading companies [5][24] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 0.7% this week, with 63.9% of chemical stocks showing weekly gains [10][18] - The CCPI (China Chemical Product Price Index) increased by 3.78% to 4175 points as of May 15 [21] Key Product Tracking - The report notes a decrease in inventory days for polyester filament, with prices for POY, FDY, and DTY rising significantly [34][35] - Domestic urea prices have also increased, driven by export policy expectations [34] Recommended and Beneficiary Stocks - Recommended stocks include leading companies such as Xingfa Group, Yangnong Chemical, and Hebang Biotechnology in the glyphosate sector [5][24] - Beneficiary stocks include Jiangshan Co., New安股份, and Guangxin Co. [5][24] Glyphosate Supply and Pricing - Global glyphosate production capacity is 1.18 million tons per year, with China accounting for 68.6% of this capacity. Major domestic producers include Xingfa Group, Fuhua Chemical, and Xin'an Co. [26][30] - Glyphosate prices have been declining, with current prices and price differentials at historically low levels [30][32]
A股收评:创业板指跌0.33%,并购重组、航运港口板块爆发,白酒股低迷
Ge Long Hui· 2025-05-19 07:30
Market Overview - A-shares experienced slight fluctuations on May 19, with the Shanghai Composite Index closing flat at 3367 points, the Shenzhen Component Index down 0.08%, and the ChiNext Index down 0.33% [1] - Total trading volume reached 1.12 trillion yuan, a decrease of 52 billion yuan from the previous trading day, with over 3,500 stocks rising across the market [1] Sector Performance - High-profile stocks continued to perform well in the afternoon, with Chengfei Integration achieving a nine-day winning streak, and several stocks including Zhongyida, Youfu Co., and Lijun Co. hitting the daily limit [2] - The shipping and port sector saw a resurgence, with stocks like Lianyungang and Ningbo Shipping hitting the daily limit, driven by a significant increase in shipping demand following tariff reductions between China and the U.S. [4][5] - The chemical fiber sector also rose, with Jilin Chemical Fiber hitting the daily limit, and other related stocks following suit [6] - The real estate sector showed broad gains, with stocks such as Konggang Co. and Shahe Co. hitting the daily limit, supported by government policies aimed at stabilizing the market [7] - The food processing sector was active, with stocks like Tianwei Food and Baihe Co. hitting the daily limit, and others like Guangzhou Restaurant and Three Squirrels rising over 7% [8][9] - The titanium dioxide sector saw gains, with stocks like Annada hitting the daily limit, and others like Zhenhua Co. and Huiyun Titanium Industry rising over 3% [10] - The beauty and personal care sector also performed well, with stocks like Qingsong Co. rising over 12% and Lafang Co. hitting the daily limit [11] - The tourism and hotel sector collectively rose, with stocks like Dalian Shengya and Lingnan Holdings increasing over 5% [12] Declining Sectors - The small metals sector declined, with stocks like Yian Technology dropping over 7% and others like Xianglu Tungsten and Zhangyuan Tungsten falling over 3% [13] - The robotics sector faced significant declines, with Longxi Co. down nearly 8% and other stocks following suit [14] - The liquor sector saw some stocks decline, including Wuliangye and Moutai, amid concerns over new regulations limiting government consumption of alcohol [15] - The CRO sector showed weakness, with stocks like Hendi Pharmaceutical and Xinghao Pharmaceutical dropping over 4% [16] Future Outlook - The market is expected to remain in a phase of weak stabilization, with potential for upward elasticity as policies are implemented to support risk appetite [16] - The investment strategy suggests a focus on dividend stocks, domestic demand, and technology, with specific recommendations for sectors benefiting from government spending and currency appreciation [16]
收盘丨A股三大指数全天窄幅震荡,并购重组概念逆势爆发
Di Yi Cai Jing· 2025-05-19 07:25
Market Overview - The A-share market experienced a narrow fluctuation on May 19, with the Shanghai Composite Index closing flat, the Shenzhen Component Index down 0.08%, and the ChiNext Index down 0.33% [2][3] - Over 3,500 stocks in the market rose, with more than 100 stocks increasing by over 9% [5] Sector Performance - The chemical fiber sector showed strength, while the port shipping, real estate, and food processing manufacturing sectors had notable gains. Conversely, the robotics, liquor, small metals, and chemical pharmaceuticals sectors faced declines [5] - M&A concept stocks surged against the trend, with nearly 20 stocks, including Jinlihua Electric and Jiangtian Chemical, hitting the daily limit [6] Capital Flow - Main capital inflows were observed in the real estate, aerospace, and food and beverage sectors, while there were outflows from the automotive, consumer electronics, and internet services sectors [7] - Specific stocks such as Jincai Hulian, Midea Group, and Zhaoyi Innovation saw net inflows of 427 million, 379 million, and 351 million respectively [8] - In contrast, Hongbaoli, BYD, and Tongda Co. experienced net outflows of 817 million, 554 million, and 383 million respectively [9] Institutional Insights - Huatai Securities noted that the A-share market is in a weak stabilization phase of the inventory cycle, with continued capacity clearance. The market is expected to be in a state of "top and bottom" [10] - Zhongtai Securities highlighted the dividend attributes of bank stocks, recommending attention to major banks and quality city commercial banks due to improved cost-effectiveness of high dividends [10] - Huajin Securities emphasized that liquidity is loose and policies are proactive, suggesting a sustained strong oscillation in the A-share market [11]
芳烃橡胶早报-20250519
Yong An Qi Huo· 2025-05-19 02:43
音紧像胶呈报 图书 研究中心能化团队 2025/05/19 P 不 A A POY 1 PTA加 仓单+有 PX CFR PTA内盘现 PTA平衡 PTA负 石脑油 石脑油裂 聚酯毛利 TA基美 50D/4 日期 原油 PX加工美 产销 台湾 工差 效预报 日本 न्ह 解价差 荷 负荷 8F rest 2025/0 4840 65.0 ୧୧୧ 839 6675 85.92 274.0 386 -87 86.9 76.9 88754 180 1.15 5/12 2025/0 85172 66.6 576 846 4935 6840 87.60 270.0 298 -29 86.9 76.9 200 0.50 5/13 l RiH 2025/0 7000 105.56 240 0.40 66.1 590 870 5085 280.0 324 -59 86.9 76.9 85394 5/14 2025/0 572 853 5030 7050 353 80258 0.30 64.5 99.00 281.0 65 86.9 76.9 215 5/15 2025/0 图H 65.4 565 4990 7050 85.9 ...