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1714家深市公司预披露2025年业绩
● 本报记者 黄灵灵 随着业绩预告落下帷幕,深市上市公司2025年经营业绩概况浮出水面。深市2886家公司中,1714家预披 露2025年经营业绩,占深市公司家数的59.39%,市值占比48.48%。其中近六成公司业绩向好,龙头公 司表现亮眼,多行业稳步增长,整体传递出积极的经营信号。 预计亏损的公司家数为124家,考虑到规则要求预亏公司需在1月底前发布业绩预告,可合理推断深市注 册制公司的预亏比例或低于两成。国际复材、回盛生物等32家公司预计在2025年实现扭亏。 3C相关行业增长势头强劲 深市除金融、房地产业以外的28个实体行业中18个行业预计净利润为正,占比约64%。28个实体行业 中,电子、通信等7个行业连续两年盈利,有色金属、计算机、传媒、纺织服饰4个行业实现扭亏。 在产业转型升级、中国制造向中国智造不断迈进的大背景下,工业领域深市公司整体业绩企稳向好。 深市机械设备、基础化工行业公司预计净利润分别为84.85亿元、123.51亿元,分别同比增长200.07%、 284.56%。下游产业需求传导叠加贵金属价格上涨,有色金属行业预计2025年净利润328.30亿元,同比 实现扭亏。 受AI算力和应用需 ...
有色金属若延续涨势,有望带动CPI温和回升
Xin Lang Cai Jing· 2026-02-05 19:12
证券时报记者 魏书光 伍超明认为,上游价格能否顺畅地传导至中下游,是决定PPI回升幅度与持续性的关键。而这一传导机制能否畅 通,根本上取决于终端需求的恢复程度。随着内需政策的持续推进,预计今年PPI同比有望于4月—5月转正,全年 呈"前快后稳"走势。 "传统的上游价格向下游传导的机制在2012年之后发生了明显变化,CPI与PPI走势持续背离。"银河证券首席宏观 分析师张迪基于实证数据表示,在终端需求相对扩张、政策协同发力的阶段,生产端价格变动更容易向消费端传 导,PPI对CPI的正向影响相对显著。不过,在经济结构调整深化、内需不足或国际大宗商品价格波动但终端需求 承接能力有限的阶段,价格传导机制则明显弱化甚至阶段性失效。值得关注的是,随着近年来需求约束特征凸 显,消费价格对生产价格的反向约束作用有所增强。 当前,宏观层面已发出明确信号,共同指向2026年物价将趋势回升。2026年是"十五五"规划开局之年,预计政策 重心将进一步向国内经济聚焦,从供需两端协同发力。在需求侧,中央经济工作会议将"坚持内需主导"置于重点 工作首位,着力提振消费,并推动投资止跌回稳。在上述政策合力下,物价走势温和回升将成为大概率事件。 ...
广东翔鹭钨业股份有限公司关于持股5%以上股东减持计划实施完成的公告
Group 1 - The core point of the announcement is that Shenzhen Guoan Fund Investment Development Co., Ltd. has completed its share reduction plan, selling a total of 1,600,000 shares, which represents 0.4890% of the company's total share capital [2][4]. - The share reduction was conducted through centralized bidding on the Shenzhen Stock Exchange, and the shares sold were acquired through a previous agreement transfer [2][3]. - The reduction plan aligns with previously disclosed plans and complies with relevant laws and regulations, ensuring that there are no violations of commitments made [3][4]. Group 2 - The company confirms that the shareholding change will not affect its control structure or governance, as Guoan Fund is not a controlling shareholder [3][4]. - The completion of the share reduction plan was officially announced on February 6, 2026 [7].
中证指数月度报告(1月)
主要指数月度走势 主要指数占对应市场市值比例 沪深300十大权重 中证分类债券指数月度走势 沪深300行业指数月度表现 上证综指行业月度表现 □ 中证指数有限公司、上海证券报联合推出 主要股票指数月度表现 交易日数:20 开盘 最高 最低 收盘 涨跌点数 涨跌幅 日均成交量 日均成交金额 (百万股) (亿元) 沪深300 4661.62 4836.95 4645.47 4706.34 76.40 1.65% 30059 7360 中证100 4526.86 4720.41 4526.86 4615.93 129.46 2.89% 14519 4136 中证800 5145.47 5427.40 5145.47 5338.51 229.33 4.49% 61134 13532 中证200 5682.69 6145.84 5682.69 6024.78 374.98 6.64% 17525 3873 中证500 7523.88 8671.35 7523.25 8370.52 904.95 12.12% 31075 6172 中证700 6517.40 7278.34 6517.40 7085.98 612.90 ...
近六成公司业绩改善 深市2025年度业绩预告传递多重积极信号
◎记者 黎灵希 另据统计数据,预计亏损的深市公司家数为124家,考虑到规则要求预亏公司需在1月底前发布业绩预 告,可合理推断深市注册制公司的预亏比例或低于两成。对比2024年亏损公司名单发现,国际复材、回 盛生物等32家公司预计在2025年实现扭亏。 重点行业表现亮眼 数据显示,除金融、房地产业外,深市的28个实体行业中18个行业预计净利润为正,占比64%。28个实 体行业中,电子、通信等7个行业连续两年盈利且2025年增速超50%,有色金属、计算机、传媒、纺织 服饰等4个行业实现扭亏。 具体来看,在产业转型升级、"中国制造"向"中国智造"不断迈进的大背景下,工业领域深市公司整体业 绩企稳向好。深市机械设备、基础化工行业公司预计净利润分别为84.85亿元、123.51亿元,分别同比增 长200.07%、284.56%;电力设备、国防军工行业公司预计净利润分别较2024年减亏76.13%、91.26%。 下游产业需求传导叠加贵金属价格上涨,有色金属行业预计净利润328.30亿元,同比实现扭亏。 受AI算力和应用需求快速增长、消费电子终端需求复苏等影响,深市计算机、通信、电子行业公司预 计合计实现净利润760.3 ...
春节前抄谁的作业?券商2月金股名单出炉:电子占比12.8%居首,307只1月金股七成上涨
Sou Hu Cai Jing· 2026-02-05 17:01
Group 1 - The core focus of the market is on the technology growth and cyclical sectors, with electronic stocks leading the recommendations at 12.83% [1] - The media industry saw a significant increase in recommendation by 66.88% compared to January, while the automotive sector's recommendation dropped over 33% [3] - Zhongji Xuchuang, a leading optical module manufacturer, received joint recommendations from 9 brokerages, driven by its strong position in the AI computing sector and expected profit doubling by 2025 [3][4] - Zijin Mining, recommended by 8 brokerages, is projected to achieve a record net profit exceeding 50 billion by 2025, benefiting from high international gold prices and strong copper demand [4] - Haiguang Information, also favored by 8 brokerages, reported a 90% profit increase in the first three quarters of the previous year, supported by national initiatives for computing infrastructure [4] Group 2 - Guizhou Moutai returned to the "gold stock" list after 5 months, receiving recommendations from 6 brokerages, with a stock price increase of over 10% recently [4] - Wanhua Chemical, favored by 7 brokerages, is expected to see a rebound in MDI prices and significant earnings growth as economic recovery strengthens [4] - China Ping An, supported by 6 brokerages, reported a 46% increase in new business value, indicating positive transformation prospects [6] - China Jushi, a global leader in fiberglass, is also favored for its strong profit growth and critical role in the electronics supply chain [6] - Foster, a leader in photovoltaic film, is recommended by 4 brokerages, with expectations of exceeding market growth in solar installations by 2025 [6] Group 3 - The market is expected to experience volatility before the Spring Festival, with better performance anticipated post-holiday as policies are implemented [7] - Historical data shows a 77% probability of the Shanghai Composite Index rising in the first 10 trading days before the Spring Festival, with an average increase of 1.9% [7] - In January, nearly 70% of the 307 recommended stocks saw price increases, with some brokerages achieving over 16% returns on their recommended stock portfolios [7] Group 4 - The market's trading activity is concentrated around AI computing, resource commodities like gold and copper, and a select few consumer stocks with strong earnings certainty [9] - The flow of funds is oscillating between "technology" and "resources," seeking companies with realizable performance and compelling narratives [9] - The spring market window remains open, but structural differentiation is more pronounced than ever [9]
1月份中国大宗商品价格指数创2022年7月份以来新高
Zheng Quan Ri Bao· 2026-02-05 16:55
Core Insights - In January 2026, China's Commodity Price Index (CBPI) reached 125.3 points, marking a month-on-month increase of 6.3% and a year-on-year increase of 12.7%, the highest since July 2022 [1] - The increase in the index is attributed to optimistic business expectations and ongoing production expansion, supported by new policies, while also facing challenges from international geopolitical changes and commodity price volatility [1] Industry Analysis - The non-ferrous price index surged to 159.6 points, with a month-on-month increase of 9.9% and a year-on-year increase of 26.6% [2] - The chemical price index rose to 99.3 points, showing a month-on-month increase of 3.8% but a year-on-year decrease of 9.8% [2] - The black metal price index increased to 79.2 points, with a month-on-month rise of 2.2% and a year-on-year decline of 1.6% [2] - The agricultural product price index slightly increased to 98.3 points, with a month-on-month rise of 0.2% and a year-on-year increase of 5.7% [2] - The mineral price index fell to 71.3 points, with a month-on-month decrease of 0.3% and a year-on-year decrease of 10.3% [2] - The energy price index declined to 94.6 points, with a month-on-month drop of 3.2% and a year-on-year decrease of 11.6% [2] Commodity Performance - Among 50 monitored commodities, 33 (66%) saw price increases, while 17 (34%) experienced price declines in January compared to December 2025 [2] - The top three commodities with the highest price increases were lithium carbonate (up 48.4%), refined tin (up 20.2%), and refined nickel (up 19.5%) [2] - The commodities with the largest price declines were corrugated paper (down 13.1%), caustic soda (down 7%), and coke (down 6.9%) [2] Geopolitical and Market Trends - Tensions in North America and the Middle East, along with a weakening US dollar, have contributed to rising international oil prices and record highs in copper prices [3] - Gold and silver prices reached historical highs in January, but significant declines were observed towards the end of the month due to margin adjustments and Federal Reserve announcements [3] - Future projections suggest that gold prices may experience both upward trends and volatility, with ongoing geopolitical risks providing long-term support despite short-term fluctuations [3]
创新新材:截至2026年1月30日公司股东总数为63075户
Zheng Quan Ri Bao Wang· 2026-02-05 14:14
证券日报网讯2月5日,创新新材(600361)在互动平台回答投资者提问时表示,截至2026年1月30日, 公司股东总数为63075户。 ...
节前A股震荡分化,如何调仓换股?
Guo Ji Jin Rong Bao· 2026-02-05 14:14
2月5日,A股延续回调态势,双创指数跌幅靠前,市场亏钱效应明显,3719只个股收绿,抛压集中于有色等资源股及通信等科技股,白酒、银行股相对抗 跌。 受访人士指出,今日缩量下跌体现节前避险情绪升温与存量资金高低切换,预计节前A股大概率震荡磨底。当前建议投资者保持中等仓位,保留现金灵活 性,可逢低分批布局白酒板块,不宜急于"抄底"科技、资源股,暂不建议盲目上车券商板块。 量能大幅萎缩 指数跌多涨少,沪指收跌0.64%报4075.92点,创业板指收跌1.55%报3260.28点,深证成指收跌1.44%。沪深300、上证50微跌,科创50跌逾1%,北证50跌 逾2%。 前两日交易量能微降,今日三市成交额缩减3090亿元,降至2.19万亿元。近期杠杆资金热度明显下降,截至2月4日,沪深京两融余额降至2.69万亿元。 市场亏钱效应明显,3719只个股收跌,跌停股23只;1618只个股收涨,涨停股56只。随着交易量缩减,今日成交额超百亿元个股仅9只,多数热门股收 跌,新易盛(300502)、紫金矿业(601899)跌幅均超4%,蓝色光标(300058)、天孚通信(300394)跌近6%。贵州茅台(600519)收涨1.97 ...
翔鹭钨业:关于持股5%以上股东减持计划实施完成的公告
证券日报网讯 2月5日,翔鹭钨业发布公告称,公司于2025年12月3日披露了《关于持股5%以上股东减 持计划预披露公告》。公司近日收到公司股东深圳国安基金投资发展有限公司(代表国安伟大航路私募 证券投资基金,简称"国安基金")出具的《关于股份减持计划实施完成的告知函》,截至2026年2月4 日,国安基金本次减持计划已实施完成。本次减持计划实施期间,国安基金通过深圳证券交易所交易系 统集中竞价方式累计减持公司股份1,600,000股,减持股份数量占公司总股本的0.4890%。 (编辑 任世碧) ...