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揭秘涨停丨封单资金超4亿元,这只个股被盯上
Zheng Quan Shi Bao Wang· 2025-07-04 11:00
(原标题:揭秘涨停丨封单资金超4亿元,这只个股被盯上) 据证券时报·数据宝统计,今日(7月4日),沪深两市主力资金净流出236.55亿元,其中创业板净流出 113.52亿元,沪深300成份股净流出67.58亿元。 涨停战场:森林包装封单资金超4亿元 从收盘涨停板封单量来看,森林包装封单量最高,有54.58万手;其次是金一文化、华银电力、韶能股 份,涨停板封单分别为31.45万手、23.58万手、21.48万手。 从连续涨停天数来看,柳钢股份、塞力医疗4连板,亚玛顿3连板,森林包装、金一文化、金安国纪等6 股2连板,其他还有华银电力4日3板。 以封单金额计算,10股封单资金超亿元,森林包装、金安国纪、霍普股份和华银电力封单资金居前,分 别为4.95亿元、1.5亿元、1.44亿元和1.44亿元。 造纸概念股森林包装连续两个交易日涨停。森林包装此前表示,公司深耕包装行业多年,在浙江南部建 立独特的地域优势、技术创新优势、完整的产业链优势、信息化集成优势、品牌优势都可能成为盈利增 长的驱动因素。公司将通过推进数字化转型,实施智能化生产;强化技术驱动,提升产品附加值;优化 成本结构,增强抗风险能力等方式来提升盈利水平。 ...
欣强电子IPO冲刺创业板成长性差 一股独大的家族企业
Xin Lang Zheng Quan· 2025-07-04 09:50
出品:新浪财经上市公司研究院 文/夏虫工作室 核心观点:欣强电子IPO冲刺创业板成长性并不佳,24年公司营收出现增长乏力,且营收净利增势严重 不匹配情形。公司合营收入及贸易商收入占比分别为17.29%、10.43%,其收入质量也待考。此外,公 司所处行业竞争激烈,且公司治理属于典型的家族企业,其投资者价值又几何? 近日,欣强电子(清远)股份有限公司(以下简称"欣强电子")创业板IPO申请获受理。欣强电子计划 募资9.62亿元,募资主要用于欣强电子(清远)股份有限公司高多层高密度互连印制电路板改扩建项 目。 | | | | | 单位: 力元 | | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 项目投资总额 | 拟投入募集资金额 | 实施主体 | | | 欣强电子(清远)股份有限 公司高多层高密度互连印 制电路板改扩建项目 | 96,167.91 | 96,167.91 | 欣强电子 | | | 合计 | 96,167.91 | 96,167.91 | | 冲刺创业板成长性差 据招股书,2022年-2024年,欣强电子实现营收分别为8.69亿元、10亿元、9.99亿元, ...
超颖电子IPO:究竟是“科技新星”,还是“资本赌徒”?
Sou Hu Cai Jing· 2025-07-04 05:10
瞭望塔财经获悉,超颖电子电路股份有限公司(以下简称"超颖电子")将于7月10日IPO上会,冲击A股。 在监管压力下,最新招股书将募资额下调至6.6亿元,补流还贷金额降至2.6亿元,仍占39.4%,直接踩中《证券期货法律适用意见第18号》30%的监管红 线。 | | | | | | | -- | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 项目投资额 | 拟以募集资 | 实施主体 | 备案情况 | 环评情况 | | | | | 金投入 | | | | | 1 | 超颖电子电路股份有 | 40.000.00 | 40. 000. 00 | | 项目代码: | 黄坏审函 | | | 限公司高多层及 HDI | | | 超颖电子 | 2306-420205- | [2016] 18 号 | | | 项目第二阶段 | | | | 04-01-261606 | | | 2 | 超颖电子电路股份有 限公司补充流动资金 | 26.000.00 | 26.000.00 | 超频电子 | | | | | 及偿还银行贷款 | | | | | | | | 合计 ...
【私募调研记录】景林资产调研亚普股份、沪电股份
Zheng Quan Zhi Xing· 2025-07-04 00:13
Group 1: Company Insights - Yapu Co., Ltd. is expanding its overseas business leveraging its global layout and brand influence, with significant growth potential in its fuel system business, which serves major international and domestic automotive manufacturers [1] - The company is focusing on the development of IV-type hydrogen storage bottles and has successfully launched some valve products in the market, while also expanding its thermal management product line [1] - The recent acquisition of Winshang Technology enhances Yapu's capabilities in rotary transformers and special motor products, catering to various automotive and industrial clients [1] Group 2: Industry Trends - Huitian Co., Ltd. emphasizes differentiated operations and sustainable long-term benefits, with projected revenues of approximately 10.093 billion yuan from the enterprise communications market and about 2.408 billion yuan from the automotive sector in 2024 [2] - The company is accelerating customer certification and product introduction at its Thailand production base, aiming to control initial costs while responding to the growing demand for 800G switches in the data center market [2] - Huitian is increasing capital expenditure for a new high-end printed circuit board expansion project, expecting capacity improvements by the second half of 2025 [2]
【机构调研记录】中银基金调研中粮科技、沪电股份等3只个股(附名单)
Sou Hu Cai Jing· 2025-07-04 00:12
证券之星消息,根据市场公开信息及7月3日披露的机构调研信息,中银基金近期对3家上市公司进行了调研,相关名单如下: 1)中粮科技 (中银基金管理有限公司参与公司投资者交流会) 调研纪要:中粮科技阿洛酮糖生产获得国内合规地位,成为唯一一家用特定酶法生产阿洛酮糖获得新食品原料批复的企业。阿洛酮糖在代谢、口 感、加工特性上有优势,未来应用范围更广阔。中粮科技将加速产线建设,利用前期技术积累降低成本。阿洛酮糖增长空间值得期待,国外主要 用于饮料、烘焙和乳制品行业。食品饮料企业可以直接使用阿洛酮糖,只需符合理化指标和团体标准。单套产能规划1万吨,建设时间约10个月。 中粮做了大量实验,提供了详细安全性论证报告。批复文件可在2023年5月6日卫健委发布的公告中查看。 2)沪电股份 (中银基金参与公司特定对象调研&网络会议) 500质量成长ETF (产品代码: 560500) ★ 跟踪:中证500质量成长指数 近五日涨跌:1.85% 市盈率: 16.07倍 调研纪要:公司差异化经营,注重中长期可持续利益,保持客户均衡,持续投入技术创新。2024年企业通讯市场板收入约100.93亿元,汽车板收 入约24.08亿元。泰国生产基地 ...
广东依顿电子科技股份有限公司 2024年年度权益分派实施公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-03 23:22
Core Viewpoint - The company has announced a profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.198 CNY per share, totaling approximately 197.69 million CNY to be distributed to all shareholders [3][4][5]. Distribution Plan - The profit distribution plan was approved at the annual general meeting held on May 29, 2025 [1]. - The cash dividend of 0.198 CNY per share (including tax) will be distributed based on a total share capital of 998,442,611 shares [3][4]. - The distribution will be managed by China Securities Depository and Clearing Corporation Limited Shanghai Branch, with cash dividends available for collection at designated securities firms on the payment date [2][3]. Taxation Details - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax; for those holding shares for less than one month, the full amount is subject to a 20% tax rate [4]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net dividend of 0.1782 CNY per share [5][6]. - Hong Kong investors will also have a 10% tax withheld, with the same net dividend of 0.1782 CNY per share, and they may apply for tax treaty benefits if applicable [6]. Consultation Information - For inquiries regarding the profit distribution, shareholders can contact the board office of Guangdong Yidun Electronics Technology Co., Ltd. at 0760-22813684 [8].
沪电股份36亿投资黄石项目,子公司净利润暴增47%!
Sou Hu Cai Jing· 2025-07-03 23:14
Core Viewpoint - The announcement from Huadian Co., Ltd. indicates a strategic move to engage in investment negotiations with the Huangshi Economic and Technological Development Zone, with a proposed investment not exceeding 3.6 billion yuan to support the future development of its wholly-owned subsidiary, Huangshi Hushi Electronics Co., Ltd. [1] Company Overview - Huadian Co., Ltd. is a leading PCB (Printed Circuit Board) manufacturer, which plays a crucial role in the electronics industry by providing essential components for various applications, including communication electronics, consumer electronics, computers, and data centers [3]. Performance of Huangshi Hushi - Huangshi Hushi, a wholly-owned subsidiary of Huadian Co., Ltd., has shown strong performance with a reported revenue of 2.929 billion yuan and a net profit close to 500 million yuan for the fiscal year 2024, reflecting year-on-year growth of 47.33% and 47.65% respectively [4]. Industry Cluster Advantages - The Huangshi Economic and Technological Development Zone is recognized as the largest optical electronic information industry cluster in Hubei Province outside of Wuhan, with a complete industrial chain for the PCB industry. Numerous significant investments have been made in the area, including projects exceeding 2 billion yuan and 5 billion yuan, with over 100 optical electronic information companies, including several global top 50 PCB firms [5]. Investment Negotiation Status - The potential investment project for Huangshi Hushi is currently in the negotiation phase and has not yet resulted in a legally binding agreement. The final investment cooperation agreement will require further discussions and formal signing, indicating significant uncertainty regarding the implementation of the investment [5].
博敏电子涨停,沪股通净卖出2908.45万元
Zheng Quan Shi Bao Wang· 2025-07-03 13:52
| 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 浙商证券股份有限公司宁波分公司 | 4026.90 | | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 2333.59 | | | 买三 | 广发证券股份有限公司杭州富春路证券营业部 | 2027.37 | | | 买四 | 开源证券股份有限公司西安西大街证券营业部 | 1849.20 | | | 买五 | 华鑫证券有限责任公司上海分公司 | 1789.20 | | | 卖一 | 长城证券股份有限公司杭州钱江路证券营业部 | | 2980.25 | | 卖二 | 沪股通专用 | | 2908.45 | | 卖三 | 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券 | | 1252.88 | 博敏电子(603936)今日涨停,全天换手率15.60%,成交额10.15亿元,振幅4.00%。龙虎榜数据显示,沪 股通净卖出2908.45万元,营业部席位合计净买入5691.58万元。 | | 营业部 | | | --- ...
欣强电子报考创业板上市,计划募资约9.6亿元,多次大额分红
Sou Hu Cai Jing· 2025-07-03 10:37
来源|贝多财经 近日,欣强电子(清远)股份有限公司(下称"欣强电子")递交招股书,报考在深圳证券交易所创业板 上市。本次报考上市,欣强电子计划募资约9.62亿元,均将用于高多层高密度互连印制电路板改扩建项 目。 天眼查App信息显示,欣强电子成立于2005年8月,位于广东省清远市。目前,该公司的注册资本约为 4.59亿元,法定代表人为俞孝璋,主要股东包括YU FAMILY HOLDING PTE. LTD.、欣立投资(深圳) 合伙企业(有限合伙)等。 据欣强电子介绍,此次转让股份分别用于三个持股平台的员工激励,受激励员工在持股平台受让股份后 对平台进行增资,员工持股平台增资价格为2.80元/出资额,对应2024年净利润的市盈率倍数为7.68倍, 估值总额为12.85亿元。 转让完成后,形成了欣强电子本次上市前的股权架构。其中,YU FAMILY持股94.35%,该公司的控股 股东。穿透股权,俞孝璋、俞宛伶分别持有AKO BVI 60.00%、40.00%的股权,AKO BVI 持有 YU FAMILY 100.00%的股权,间接控制欣强电子94.35%的股权。 另外,欣承投资、欣立投资、金宥公司分别持有欣强电 ...
深南电路:PCB工厂产能利用率保持高位运行
news flash· 2025-07-03 10:33
智通财经7月3日电,深南电路(002916.SZ)发布投资者关系活动记录表,公司近期各项业务经营正常, 综合产能利用率仍处于相对高位,其中PCB业务因目前算力及汽车电子市场需求延续,近期工厂产能利 用率保持高位运行;封装基板业务因近期存储领域需求相对改善,工厂产能利用率较2024年第四季度、 2025年第一季度均有所提升。公司FC-BGA封装基板现已具备20层及以下产品批量生产能力,最小线宽 线距能力达9/12μm。各阶产品相关送样认证工作有序进行。20层以上产品的技术研发及打样工作按期 推进中。 深南电路:PCB工厂产能利用率保持高位运行 ...