m 2025 年 7 月 9 日 | H70455@capital.com.tw | | | --- | --- | | 沈嘉婕 目标价(元) | RMB 40 | 公司基本资讯 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/7/8) | | 33.91 | | 深证成指(2025/7/8) | | 10588.39 | | 股价 12 个月高/低 | | 34.95/17.21 | | 总发行股数(百万) | | 637.75 | | A 股数(百万) | | 630.92 | | A 市值(亿元) | | 213.95 | | 主要股东 | | 阜新金胤能源 | | | | 咨询有限公司 | | | | (38.93%) | | 每股净值(元) | | 11.68 | | 股价/账面净值 | | 2.90 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | 19.7 35.8 | 60.3 | | 近期评等 | | | | 风电装备产品 | 93% | | --- | --- | | 新能源发电 | 5.8% | 机构投资者占流通 A 股比 ...

主力资金早间净流入机械设备、传媒等板块，净流出电子、有色金属等板块。 具体到个股来看，宁德时代、跨境通、巨力索具获净流入11.43亿元、9.48亿元、9.19亿元。 2025.07. 09 本文字数：443，阅读时长大约1分钟 作者 | 一财资讯 截至7月9日午间收盘，沪指报3507.69点，涨0.29%，深成指报10626.87点，涨0.36%，创业板指报 2198.44点，涨0.8%。全市场超3000只个股下跌。 盘面上，大金融板块走强，文化传媒、托育服务、水泥、养殖板块涨幅居前，中字头个股表现活跃；贵金 属、半导体芯片板块走低。 "黄金平替"，单日大跌6%！ 净流出方面，胜宏科技、天风证券、中际旭创遭抛售5.49亿元、4.59亿元、2.82亿元。 沪指盘中突破3500点整数关口，后市可看高一线？东方证券投顾汪啸骅认为，海外市场震荡分化。助推 全球资金回流国内，权益资金积极回补带动指数回升。权重和指标成为近期资金发力主要方向，低位科技 和红利呈现轮动修复结构。市场可能继续加大政策期待，推动指数持续冲击高位。但随着指数再度放量大 涨后，需警惕风险。 微信编辑 | 生产队的驴 推荐阅读 ...

Core Viewpoint - The article highlights the resilience and innovation of the private economy in Quanzhou, Fujian, showcasing how local enterprises adapt to market demands and technological advancements to maintain growth and competitiveness in a challenging environment [3][5][9]. Group 1: Industry Performance - Quanzhou's private sector has over 1.65 million operating entities, with private investment growing by 8% in the first five months of the year, surpassing the national average [3]. - The added value of large-scale private industry in Quanzhou increased by 8.7%, indicating steady growth despite external pressures [3]. Group 2: Innovation and Technology - Xintai (Fujian) Technology Co., Ltd. is set to launch a new weaving technology that combines advantages of existing methods, enhancing the value of shoe uppers by over 30% [4]. - Xunxing Zipper Technology Co., Ltd. has developed zippers for space suits that can withstand increased tensile strength, showcasing a commitment to innovation in niche markets [6]. - Xinheng New Materials Co., Ltd. has achieved a market share of over 70% in domestic nuclear power coatings, breaking foreign monopolies with products that last 30 to 50 years [7]. Group 3: Market Adaptation - Companies in Quanzhou are focusing on customized and differentiated products to capture market share, with Iron Tuo Machinery Co., Ltd. increasing its international market share to nearly 50% through tailored solutions [11]. - The food and beverage sector is also targeting niche markets, with companies like Panpan Foods and Shuhua Sports developing products that cater to health-conscious consumers [11]. Group 4: Smart Manufacturing - The implementation of smart manufacturing technologies has led to a 20% increase in production efficiency and a 10% reduction in labor costs for companies like Qipai Group [12]. - 87% of industrial enterprises in Quanzhou are undergoing digital transformation, maintaining the highest scale of industrial digitization in Fujian Province for five consecutive years [12]. Group 5: Government Support - The local government plays a crucial role in supporting the private economy, facilitating international trade opportunities and expediting intellectual property processes to enhance innovation [14][15]. - Initiatives such as the establishment of a rapid intellectual property rights protection center have significantly reduced the time for design patent approvals, fostering a more innovative environment [14][15].

Core Insights - The article highlights the success stories of private enterprises in Quanzhou, emphasizing their perseverance and commitment to manufacturing, which has led to significant growth and market presence [1][2]. Group 1: Success Stories - The founder of Xunxing Zipper, Shi Nengkeng, transformed a small business selling zippers into a large enterprise with an annual revenue of 2 billion yuan [1]. - Hong Zhao, the founder of Qipai Menswear, started with 300 yuan and grew the brand to over 3,500 stores, showcasing innovation and market differentiation [1]. Group 2: Industry Characteristics - Quanzhou's private enterprises have evolved from processing to creating their own brands, demonstrating resilience and a focus on core business despite challenges [1][2]. - The manufacturing sector in Quanzhou is characterized by high investment costs and long return cycles, yet companies have chosen to focus on their main business rather than quick profits [1]. Group 3: Economic Contribution - Private enterprises contribute significantly to Quanzhou's economy, accounting for 70% of local tax revenue, 80% of regional GDP, and 90% of technological innovations [2]. - The private sector has become a defining feature and advantage of Quanzhou's development, highlighting its importance in job creation and enterprise growth [2]. Group 4: Future Outlook - Despite facing challenges, the potential of the vast domestic market and opportunities from technological revolutions are seen as avenues for growth [2]. - The article emphasizes the need for both government and enterprises to maintain confidence and determination to foster the emergence of more enduring private enterprises [2].

Investment Rating - The industry investment rating is "Positive" (维持) [5] Core Viewpoints - The rapid development of embodied intelligence is driving global e-commerce logistics giants and domestic forklift companies to further push their layouts in the smart logistics field, indicating accelerated progress in the smart logistics industry. The forklift industry is positioned at the starting point of a new narrative of comprehensive intelligence, with the industrialization process of unmanned forklifts expected to accelerate further [3][8]. Summary by Sections Investment Recommendations and Targets - It is recommended to focus on leading companies in the forklift equipment sector that are steadily expanding their layouts in embodied intelligence, smart logistics, unmanned forklifts, and intelligent logistics robots. The suggested companies include Anhui Heli (600761, Buy), Hangcha Group (603298, Buy), Zhongli Co., Ltd. (603194, Not Rated), and Noli Co., Ltd. (603611, Not Rated) [3]. Industry Developments - Amazon has developed a new robot named Vulcan, which is designed to assist in picking and placing bulk items on movable shelves, completing automated replenishment tasks. This robot is equipped with force feedback sensors and AI, allowing it to manipulate objects with a sense of touch, enabling it to pick and store about 75% of items in Amazon's warehouses at speeds comparable to human workers [8]. - Hangcha Group has signed a strategic cooperation agreement with JD Industrial in Thailand to promote local supply chain construction, marking an expansion into Southeast Asia and North America for smart logistics [8]. - The logistics industry is characterized by a large volume of work both inside and outside factories, with simple tasks that are easier to automate. The reliance on human labor for tasks like handling and picking makes logistics robots, particularly unmanned forklifts, a necessary solution for enhancing efficiency [8].

| 300502 | 新易盛 | 134.98 | 6.71 | 3.31 | 通信 | | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 139.68 | 2.32 | 3.22 | 汽车 | | 300663 | 科蓝软件 | 21.38 | 9.87 | 2.88 | 计算机 | | 300394 | 天孚通信 | 82.33 | 12.67 | 2.74 | 通信 | 从申万一级行业来看，今日有15个行业特大单资金净流入，电子特大单净流入规模居首，净流入资金 55.68亿元，该行业指数今日上涨2.27%，其次是电力设备，今日上涨2.30%，净流入资金为37.21亿元， 净流入资金居前的还有计算机、非银金融等行业。 特大单资金净流出的行业共有16个，净流出资金最多的是公用事业，特大单净流出资金11.85亿元，其 次是医药生物，特大单净流出资金11.47亿元，净流出资金居前的还有银行、国防军工等行业。 具体到个股来看，38股特大单净流入超2亿元，中油资本特大单净流入9.99亿元，净流入资金规模居 首；工业富联特大单净流入资金9.90亿元，位列第二 ...

Group 1 - A total of 31 buy ratings were issued by institutions today, covering 20 stocks, with Yanjing Beer receiving the highest attention, garnering 8 buy ratings [1][2] - Among the stocks rated, 6 have an upside potential exceeding 20%, with Longxin General leading at 50.76% based on a target price of 19.96 yuan [1][2] - The average increase for stocks with buy ratings today was 2.13%, outperforming the Shanghai Composite Index, with notable gainers including Lexin Technology and Pengding Holdings [1][2] Group 2 - Seven stocks among those rated have released their half-year performance forecasts, with Lier Chemical expecting a net profit growth of 190.62%, followed by Zongshen Power and Longxin General with expected growths of 85.00% and 80.28% respectively [2] - The electronics sector is the most favored, with five stocks including Industrial Fulian and Allwinner Technology making the buy rating list, while machinery and basic chemicals also received attention with four and two stocks respectively [2][3] - The buy ratings include various institutions, with notable mentions such as Softcom Power and Yanjing Beer, which have received multiple buy ratings from different firms [3]

按最新收盘价计算，A股均价为11.97元，不足2元的个股共有43只，股价最低的是恒立退，最新收盘价 为0.15元。 证券时报·数据宝统计显示，截至7月8日收盘，沪指报收3497.48点，A股平均股价为11.97元，从个股股 价分布看，高价股及低价股数量在A股市场总体占比相对较少。 低价股排名 | 代码 | 简称 | 最新收盘价（元） | 日涨跌幅（%） | 日换手率（%） | 市净率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 000622 | 恒立退 | 0.15 | 0.00 | 2.73 | 0.38 | 综合 | | 600462 | 退市九有 | 0.17 | -5.56 | 6.22 | 2.82 | 通信 | | 300208 | 中程退 | 0.25 | 0.00 | 1.87 | 2.17 | 综合 | | 000584 | 工智退 | 0.26 | 0.00 | 3.03 | 0.66 | 机械设备 | | 600190 | 退市锦港 | 0.53 | -7.02 | 1.52 | | 交通运输 | | 600387 | ...

Group 1 - Yunshen Technology announced the completion of nearly 500 million yuan financing, having implemented over 600 industry projects, with founder Zhu Qiuguo being an associate professor at Zhejiang University [1] - Xinda Biologics launched its GCG/GLP-1 dual-target weight loss drug, Masitide, priced between Semaglutide and Tirzepatide, suitable for obese patients with fatty liver [1] - Four departments jointly proposed a target to exceed 100,000 domestic high-power charging facilities by the end of 2027, while Changxin Storage initiated listing guidance to further promote the construction of technology industry infrastructure [1] Group 2 - Shenwan Hongyuan Securities noted that in the first half of 2025, new stocks in the Sci-Tech Innovation and Entrepreneurship 50 index were mainly concentrated in manufacturing sectors such as power equipment, automotive, electronics, and machinery, with the automotive sector accounting for 28% of fundraising [1] - Continuous policy support for technology companies to issue and list shares has been observed, with reforms in the Sci-Tech Innovation Board and the resumption of listing standards for unprofitable companies, expanding the applicable scope [1] - As of the end of June, there were 11 unprofitable companies under review in the Sci-Tech Innovation and Entrepreneurship sector, primarily in the medical and IT industries, with 2 having passed the review [1] - The average first-day price-to-earnings (PE) ratio for new stocks in the Shanghai and Shenzhen markets in the first half of 2025 was 20 times (30 times for the Sci-Tech Innovation Board), at a low since the implementation of the registration system, but the proportion of oversubscribed projects and the oversubscription ratio both increased, indicating upward pricing pressure [1] Group 3 - The Sci-Tech Innovation and Entrepreneurship ETF tracks the Sci-Tech Innovation and Entrepreneurship 50 Index, which can have a daily fluctuation of up to 20%, reflecting the overall performance of innovative growth companies in China's capital market [2] - The index covers multiple strategic emerging industries, including information technology, pharmaceuticals, and new energy, showcasing the comprehensive trends of listed companies in these sectors [2]

Market Overview - On July 7, the Shanghai Composite Index rose by 0.02%, with the total margin financing balance reaching 1,859.38 billion yuan, an increase of 6.453 billion yuan from the previous trading day [1] - The margin financing balance in the Shanghai market was 938.01 billion yuan, up by 3.20 billion yuan; in the Shenzhen market, it was 915.46 billion yuan, up by 3.207 billion yuan; and in the Beijing Stock Exchange, it was 5.911 billion yuan, up by 0.046 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 20 sectors saw an increase in financing balance, with the pharmaceutical and biological sector leading with an increase of 1.34 billion yuan, followed by the electronics and computer sectors with increases of 0.994 billion yuan and 0.912 billion yuan, respectively [1] Individual Stock Performance - A total of 1,928 stocks experienced an increase in financing balance, accounting for 52.36% of the total, with 280 stocks seeing an increase of over 5% [1] - The stock with the largest increase in financing balance was Jikang Instrument, with a latest financing balance of 15.2653 million yuan, reflecting a 68.97% increase from the previous trading day, and its stock price rose by 1.35% [1] - Other notable stocks with significant increases in financing balance included Zhongshe Consulting and Kangnong Agriculture, with increases of 59.90% and 58.79%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increase in financing balance, the average increase in stock price was 2.10%, with notable gainers including Jialian Technology, Leshan Electric Power, and Jin'an Guoji, which rose by 19.98%, 9.99%, and 9.96%, respectively [2] - Conversely, the stocks with the largest declines in financing balance included Hairong Technology, with a decrease of 27.15%, followed by Fuling Co. and Nanwang Technology, with declines of 25.31% and 23.81%, respectively [4][5]