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A股午评:创业板指涨0.91%,超1800股上涨!脑机接口、燃气板块涨幅居前
Ge Long Hui A P P· 2025-08-12 03:46
另外,锂矿股回调,永杉锂业、融捷股份跌超4%,锂业分会倡议抵制"内卷式"恶性竞争;军工装备板 块走低,捷强装备、佳驰科技跌超6%;稀土永磁概念股普跌,奔朗新材跌超5%,盛和资源、久吾高科 跌超4%。(格隆汇) MACD金叉信号形成,这些股涨势不错! 格隆汇8月12日|A股三大指数集体收涨,截至午盘,沪指涨0.51%报3666.33点,深成指涨0.34%,创业 板指涨0.91%,北证50指数跌0.33%。沪深京三市半日成交额12101亿元,较上日放量605亿元,全市场 超1800只个股上涨。 盘面上,产业创新发展实施意见发布,脑机接口概念走强,麦澜德涨近17%,翔宇医疗涨超10%;港口 航运板块盘中短线拉升,南京港涨停,国航远洋涨近11%;燃气板块全线上涨,东方环宇、新疆火炬、 洪通燃气涨停;地产股普涨,沙河股份、电子城涨停,深振业A涨超8%;银行股集体上涨,农业银行 盘中一度涨近2%续创新高,光大银行、工商银行等涨超1%。 ...
8月12日午间涨停分析
Xin Lang Cai Jing· 2025-08-12 03:43
Group 1 - The news discusses the development and support for domestic chip manufacturing, highlighting the involvement of seven departments in providing loan support to companies in this sector [9] - The focus is on the increasing demand for liquid cooling servers, which are becoming essential for data centers due to their efficiency in managing heat [3] - The article mentions the growth potential of companies involved in the robotics sector, indicating that advancements in technology could lead to significant market opportunities [10] Group 2 - The report outlines the strategic initiatives by the National Railway Group and other entities in Xinjiang, emphasizing infrastructure development and investment opportunities in the region [6][7] - It highlights the performance of companies in the steel industry, noting the competitive landscape and potential for growth amid changing market conditions [8] - The article also touches on the real estate market in Beijing, detailing new regulations regarding the number of properties that can be purchased, which may impact market dynamics [19]
午评:两市走强创指涨0.91% 燃气板块领涨
Zhong Guo Jing Ji Wang· 2025-08-12 03:40
Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index at 3666.33 points, up 0.51%, the Shenzhen Component at 11330.34 points, up 0.34%, and the ChiNext Index at 2401.52 points, up 0.91% [1] Sector Performance - The gas sector led the gains with a rise of 2.22%, followed by the port and shipping sector at 1.97%, and diversified finance at 1.67% [2] - Other notable sectors included medical devices at 1.12% and insurance at 0.97%, indicating a positive trend in these areas [2] Declining Sectors - The energy metals, military equipment, and small metals sectors experienced the largest declines, with the worst performer being the photovoltaic equipment sector, down 1.33% [2] - The chemical pharmaceuticals sector also faced a decline of 1.32%, reflecting challenges in this industry [2]
燃气板块持续拉升 新疆火炬3连板
Xin Lang Cai Jing· 2025-08-12 02:20
Group 1 - The gas sector continues to rise, with Xinjiang Torch achieving three consecutive trading limits [1] - Companies such as Chengdu Gas, New Hope Liuhe, Kaiteng Gas, Guo Xin Energy, and Wanqing Energy are also experiencing gains [1]
山东136号文细则发布,浙江电力现货市场转正式运行 | 投研报告
国信证券近日发布公用环保行业202508第2期:本周沪深300指数上涨1.23%,公用事业 指数上涨1.61%,环保指数上涨2.58%,周相对收益率分别为0.38%和1.34%。申万31个一级 行业分类板块中,公用事业及环保涨幅处于第22和第8名。电力板块子板块中,火电上涨 2.88%;水电下跌0.56%,新能源发电上涨0.52%;水务板块上涨0.29%;燃气板块上涨 3.60%。 以下为研究报告摘要: 投资策略:公用事业:1.煤价电价同步下行,火电盈利有望维持合理水平,推荐全国大 型火电企业华电国际以及区域电价较为坚挺的上海电力;2.国家持续出台政策支持新能源发 展,新能源发电盈利有望逐步趋于稳健,推荐全国性新能源发电龙头企业龙源电力、三峡能 源,区域优质海上风电企业广西能源、福能股份、中闽能源,以及开展新能源与智算中心一 体化深化算电协同标的金开新能;3.装机和发电量增长对冲电价下行压力,预计核电公司盈 利仍将维持稳定,推荐核电运营标的中国核电、中国广核;国家电投整合核电资产,打造A 股第三家核电运营商,推荐重组标的电投产融;4.全球降息背景下高分红的水电股防御属性 凸显,推荐业绩稳健性和成长性兼具的水电 ...
中信证券:山东136号文正式落地 助力电力及燃气行业健康发展
Di Yi Cai Jing· 2025-08-12 00:44
中信证券研报表示,山东省出台136号文正式文件,明确推动新能源全面入市,并在适当放开现货市场 上下限、衔接电能量与辅助服务市场等方面进行机制调整,以适应新能源参与市场化交易影响;建立差 价结算机制,存量项目与过去的保障性政策衔接,盈利能力有望企稳,增量项目由竞价形成并设置申报 充足率125%,预计将推动行业投资回归理性;预计资源&运维&交易等优势突出的行业龙头将有相对较 好表现。 (文章来源:第一财经) ...
新疆火炬股价上涨10% 公司发布股票交易异常波动公告
Jin Rong Jie· 2025-08-11 16:44
Group 1 - The stock price of Xinjiang Torch closed at 24.31 yuan on August 11, with an increase of 2.21 yuan, representing a rise of 10.00% [1] - The trading volume on that day was 202,277 hands, with a transaction amount of 490 million yuan, and a turnover rate of 14.30% [1] - Xinjiang Torch has a total market capitalization of 3.44 billion yuan and a price-to-earnings ratio of 18.91 times [1] Group 2 - On August 11, Xinjiang Torch announced that its stock price had deviated by more than 20% over three consecutive trading days, indicating abnormal trading fluctuations [1] - The company conducted a self-examination and consulted with its controlling shareholder and actual controller, confirming that there were no undisclosed significant matters [1] - On August 11, the net outflow of main funds from Xinjiang Torch was 64.05 million yuan, accounting for 1.86% of the circulating market value [1]
公用环保202508第2期:山东 136 号文细则发布,浙江电力现货市场转正式运行
Guoxin Securities· 2025-08-11 14:41
证券研究报告 | 2025年08月11日 公用环保 202508 第 2 期 优于大市 山东 136 号文细则发布,浙江电力现货市场转正式运行 市场回顾:本周沪深 300 指数上涨 1.23%,公用事业指数上涨 1.61%,环 保指数上涨 2.58%,周相对收益率分别为 0.38%和 1.34%。申万 31 个一 级行业分类板块中,公用事业及环保涨幅处于第 22 和第 8 名。电力板 块子板块中,火电上涨 2.88%;水电下跌 0.56%,新能源发电上涨 0.52%; 水务板块上涨 0.29%;燃气板块上涨 3.60%。 重要事件:山东发改委发布关于印发《山东省新能源机制电价竞价实施 细则》的通知。竞价申报主体为已投产和计划次年 12 月 31 日前投产(首 次竞价为 2025 年 6 月 1 日-12 月 31 日内投产),且未纳入过机制电价 执行范围的新能源项目。文件明确:机制电量总规模为 94.67 亿千瓦时, 其中,风电为 81.73 亿千瓦时,光伏为 12.94 亿千瓦时。单个项目机制 电量比例风电为 70%,光伏为 80%。竞价上限风电、光伏均为每千瓦时 0.35 元,竞价下限风电为 0.094 ...
新疆火炬:股票交易异常波动公告
(编辑 任世碧) 证券日报网讯 8月11日晚间,新疆火炬发布公告称,公司股票于2025年8月7日、2025年8月8日、2025年 8月11日连续三个交易日内收盘价格涨幅偏离值累计达到20%以上,属于股票交易异常波动。经公司自 查,并书面征询公司控股股东及实际控制人,截至本公告披露日,不存在应披露而未披露的重大事项。 ...
新突破!浙能集团成功研制兆瓦级天然气混氢燃机
Zhong Guo Dian Li Bao· 2025-08-11 09:25
Core Viewpoint - The Zhejiang Energy Group's megawatt-level natural gas-hydrogen hybrid engine research project has passed acceptance, marking a significant advancement in energy technology and contributing to the green transition in high-end equipment manufacturing [1] Group 1: Project Overview - The project developed a 1.5 megawatt prototype that meets technical requirements for power output under natural gas, hydrogen blending, and pure hydrogen conditions, achieving a thermal efficiency greater than 28% and nitrogen oxide emissions below 50 mg/Nm³, aligning with international advanced standards for similar models [1] - The project took five years of positive research and development, starting from scratch to design the prototype architecture and forming proprietary manufacturing technology for hybrid engines, addressing the issue of reliance on imported technology [1] Group 2: Technological Achievements - The project has made breakthroughs in engine design, testing platform construction, single-tube burner testing, and overall assembly and performance testing, resulting in the filing of 28 patents, with 8 granted invention patents and 10 utility model patents [1] - The successful testing of the independently developed combustion system, control system, and safety monitoring system demonstrates their effectiveness and reliability, indicating strong fuel adaptability and compact structure of the prototype, suitable for distributed energy applications [1] Group 3: Collaborative Efforts - The research and development of the project was led by the Zhejiang Energy Group's Zhejiang Energy Technology Research Institute, with joint funding from Zhejiang Energy Fuxing and Xiaoshan Power Plant, and participation from Zhejiang Energy Fuel, Xiaoshan Power Plant, and Mufan Power [2]