化学原料和化学制品制造业

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帮主郑重:上纬新材停牌核查!散户狂欢背后的“人造牛股”能撑多久?
Sou Hu Cai Jing· 2025-07-30 16:51
老铁们,帮主今天聊个魔幻故事:一家做风电树脂的公司,市盈率干到400倍(行业平均24倍),14天暴涨920%,年内涨幅1288%——这不是科幻片,是上 纬新材(688585.SH)的K线图。但明天(7月31日)起,它被强制停牌了!为什么?因为交易所都看不下去了:7次异常波动、7次严重异常波动、连发9次 风险警告,公司自己都喊话"股价严重脱离基本面",但散户还在疯狂往里冲。 二、残酷现实:基本面根本接不住这场"梦" 1. 业绩打脸:稳健≠暴增 • 2024年净利润8868万(+25%),2025年Q1净利润2255万(+22%)——增速平稳但毫无爆发力。 • 主业还是风电树脂(占营收40%),虽在海上风电市占率35%领先,但行业年增速仅12%。可回收树脂、低空经济材料等新故事,贡献营收不足8%。 2. 收购方亲自泼冷水:一年内不重组! 一、谁在"造神"?一场精心设计的资本棋局 1. 导火索:明星企业"借壳"预期 7月8日,一则公告点燃市场:智元机器人(华为前副总裁邓泰华创立,B站280万粉丝的"天才少年"稚晖君任CTO)拟砸21亿收购控股权。智元什么来头? 成立2年估值150亿,背靠高瓴、红杉、比亚迪等豪华资本 ...
宏达股份(600331)7月30日主力资金净流出4955.02万元
Sou Hu Cai Jing· 2025-07-30 15:37
通过天眼查大数据分析,四川宏达股份有限公司共对外投资了13家企业,参与招投标项目1694次,知识 产权方面有商标信息18条,专利信息59条,此外企业还拥有行政许可263个。 来源:金融界 宏达股份最新一期业绩显示,截至2025一季报,公司营业总收入8.22亿元、同比增长15.04%,归属净利 润3592.81万元,同比减少556.33%,扣非净利润3703.47万元,同比减少485.10%,流动比率0.782、速动 比率0.450、资产负债率83.30%。 天眼查商业履历信息显示,四川宏达股份有限公司,成立于1994年,位于德阳市,是一家以从事化学原 料和化学制品制造业为主的企业。企业注册资本203200万人民币,实缴资本203200万人民币。公司法定 代表人为乔胜俊。 金融界消息 截至2025年7月30日收盘,宏达股份(600331)报收于9.65元,下跌1.63%,换手率1.82%, 成交量37.05万手,成交金额3.59亿元。 资金流向方面,今日主力资金净流出4955.02万元,占比成交额13.81%。其中,超大单净流出4739.87万 元、占成交额13.21%,大单净流出215.15万元、占成交额0. ...
10倍大牛股,停牌核查
第一财经· 2025-07-30 13:48
7月8日,上纬新材公告称,智元机器人通过公司及核心团队共同出资设立的持股平台,以协议转让 和要约收购的方式取得公司控制权,至少收购其63.62%股份。智元机器人成立于2023年2月,是人 形机器人头部公司。 7月28日,上纬新材年内累计涨幅超过10倍, 成为A股2025年以来首只10倍股。 2025.07. 30 微信编辑 | 小羊 上纬新材晚间公告,公司股票价格自2025年7月9日至2025年7月30日期间多次触及股票交易异常 波动及严重异常波动情形。 为维护投资者利益,公司将就股票交易波动情况进行停牌核查。 公司收 购方未来十二个月内不存在资产重组计划。截至目前,收购方智元恒岳和致远新创合伙不存在未来 12个月内对上纬新材及其子公司的资产和业务进行出售、合并、与他人合资或合作的计划,不存在 关于上纬新材拟购买或置换资产的重组计划。 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com 7月30日,上纬新材收涨9.37%报92.0 ...
键邦股份(603285)7月30日主力资金净流出1828.50万元
Sou Hu Cai Jing· 2025-07-30 13:17
Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Jianbang Co., Ltd. (键邦股份), indicating a decline in both revenue and net profit for the first half of 2025 [1] - As of July 30, 2025, Jianbang's stock closed at 23.89 yuan, down 1.97%, with a trading volume of 35,600 shares and a transaction amount of 85.36 million yuan [1] - The company experienced a net outflow of main funds amounting to 18.29 million yuan, representing 21.42% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the first half of 2025, Jianbang reported total operating revenue of 307 million yuan, a year-on-year decrease of 15.37%, and a net profit attributable to shareholders of 69.66 million yuan, down 27.72% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 12.911 and a quick ratio of 12.622, while the debt-to-asset ratio stands at 7.04% [1] - Jianbang Co., Ltd. was established in 2014 and is primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of 160 million yuan [2]
明月镜片(301101)7月30日主力资金净流出1834.70万元
Sou Hu Cai Jing· 2025-07-30 13:17
Group 1 - The core stock price of Mingyue Lens (301101) closed at 43.69 yuan, down 2.17% with a turnover rate of 2.4% and a trading volume of 45,800 hands, amounting to 202 million yuan [1] - The latest financial report for Mingyue Lens shows total operating revenue of 197 million yuan for Q1 2025, a year-on-year increase of 2.63%, and a net profit attributable to shareholders of 47.15 million yuan, up 11.70% year-on-year [1] - The company has a current ratio of 11.360, a quick ratio of 10.760, and a debt-to-asset ratio of 9.23% [1] Group 2 - Mingyue Lens has made investments in 13 companies and participated in 203 bidding projects [2] - The company holds 131 trademark registrations and 241 patent registrations, along with 18 administrative licenses [2]
奥来德(688378)7月30日主力资金净流出1652.42万元
Sou Hu Cai Jing· 2025-07-30 12:21
Group 1 - The core viewpoint of the news is that Jilin OLED Material Co., Ltd. (奥来德) has experienced a significant decline in its financial performance, with a notable drop in revenue and net profit in the latest quarterly report [1] - As of July 30, 2025, the company's stock price closed at 18.08 yuan, down 1.04%, with a trading volume of 59,200 lots and a transaction amount of 107 million yuan [1] - The company's latest quarterly report shows total operating revenue of 153 million yuan, a year-on-year decrease of 40.71%, and a net profit attributable to shareholders of 25.44 million yuan, a year-on-year decrease of 73.23% [1] Group 2 - The company has made investments in 15 enterprises and participated in 19 bidding projects, indicating active engagement in business expansion [2] - In terms of intellectual property, the company holds 3 trademark registrations and 795 patents, along with 20 administrative licenses [2] - The company's financial ratios indicate a current ratio of 3.868, a quick ratio of 2.792, and a debt-to-asset ratio of 21.38%, reflecting a relatively strong liquidity position [1]
肯特催化(603120)7月30日主力资金净流出1141.40万元
Sou Hu Cai Jing· 2025-07-30 10:48
天眼查商业履历信息显示,肯特催化材料股份有限公司,成立于2009年,位于台州市,是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本9040万人民币,实缴资本4730万人民币。公司法定 代表人为项飞勇。 金融界消息 截至2025年7月30日收盘,肯特催化(603120)报收于39.83元,下跌1.22%,换手率7.6%, 成交量1.68万手,成交金额6734.62万元。 资金流向方面,今日主力资金净流出1141.40万元,占比成交额16.95%。其中,超大单净流出407.33万 元、占成交额6.05%,大单净流出734.06万元、占成交额10.9%,中单净流出流入433.19万元、占成交额 6.43%,小单净流入708.21万元、占成交额10.52%。 肯特催化最新一期业绩显示,截至2025一季报,公司营业总收入1.44亿元、同比增长6.75%,归属净利 润1755.51万元,同比增长20.27%,扣非净利润1739.05万元,同比增长22.71%,流动比率4.368、速动比 率3.837、资产负债率17.16%。 通过天眼查大数据分析,肯特催化材料股份有限公司共对外投资了2家企业,参与招投标项目3 ...
润本股份(603193)7月30日主力资金净流入1471.58万元
Sou Hu Cai Jing· 2025-07-30 09:29
Core Viewpoint - Runben Biotechnology Co., Ltd. has shown significant revenue growth in its latest quarterly report, indicating a positive financial trajectory despite a recent decline in stock price [1]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 240 million yuan, representing a year-on-year increase of 44% [1]. - The net profit attributable to shareholders was 44.2 million yuan, up 24.6% year-on-year [1]. - The company's non-recurring net profit reached 38.6 million yuan, reflecting a growth of 22.85% compared to the previous year [1]. - Key financial ratios include a current ratio of 9.71, a quick ratio of 8.639, and a debt-to-asset ratio of 7.69% [1]. Stock Performance - As of July 30, 2025, the stock price closed at 33.34 yuan, down 3.22% [1]. - The trading volume was 133,200 hands, with a total transaction amount of 448 million yuan [1]. - The net inflow of main funds was 14.7 million yuan, accounting for 3.29% of the transaction amount [1]. Company Overview - Runben Biotechnology was established in 2013 and is based in Guangzhou, primarily engaged in the manufacturing of chemical raw materials and products [1]. - The company has a registered capital of 4.0459 billion yuan, with the same amount paid in [1]. - The legal representative of the company is Zhao Guiqin [1]. Investment and Intellectual Property - The company has made investments in 8 enterprises and participated in 13 bidding projects [2]. - It holds 106 trademark registrations and 109 patents, along with 64 administrative licenses [2].
奥克股份:公司持续密切关注国家政策动态和发展机遇
Zheng Quan Ri Bao Wang· 2025-07-30 09:13
Group 1 - The company, Aoke Co., Ltd. (300082), is closely monitoring national policy dynamics and development opportunities [1] - The focus is particularly on areas related to the company's main business in construction chemicals [1]
岳阳兴长:东粤化学生产的化工原料,能为公司提供绿色原料,开发销售高附加值的绿色聚丙烯系列产品
Mei Ri Jing Ji Xin Wen· 2025-07-30 08:57
Group 1 - The company announced that its equipment maintenance was completed by late June and normal production has resumed [1] - The chemical raw materials produced by Dongyue Chemical can provide the company with green materials, enabling the development and sale of high-value-added green polypropylene products [1] - The company is being asked about its potential participation in Dongyue Chemical's 3 million tons waste plastic project, with investors advised to pay attention to company announcements for updates [1][3] Group 2 - An investor inquired about the company's performance forecast and the reasons for the expected loss due to equipment maintenance and whether normal production has resumed [3] - The investor also questioned if the chemical raw materials from Dongyue Chemical's waste plastic resource utilization project could provide a cost advantage for the company [3]