5月20日连板股分析：连板股晋级率34% 高位股大面积退潮 | | 九鼎投资 (创投) | | --- | --- | | 其他涨停 | 苏州龙杰8天6板（纺织+军工） | 今日共77股涨停，连板股总数28只，其中三连板及以上个股8只，上一交易日共23只连板股，连板股晋级率34.78%（不含ST股、退市股）。个股方面，全市 场超3800只个股上涨，连续第二个交易日逾百股涨超9%，小盘股备受青睐，北证50、微盘股指数均创历史新高。高位股开始退潮，利君股份、渝三峡A、 红墙股份、尤夫股份等人气股跌停，成飞集成断板，市场连板高度被压缩至4板。板块方面，以谷子经济、宠物经济、医美为代表的新消费板块全天表现强 势，其中郑中设计、丽人丽妆4连板，拉芳家化6天4板，天元宠物20CM2连板；并购重组概念依旧受到热捧，综艺股份5天4板，天汽模3连板，北交所五新 隧装30CM2连板。 | 连板数 | 晋级率 | | 2025-5-20 | | --- | --- | --- | --- | | 3 #4 | 2/2=100% | 郑中设计(城市更新+IP经济) | | | | | 天汽模(并购重组) | | | 2进3 | 6/ ...

Group 1 - The US has canceled tariffs imposed on Chinese goods, providing temporary relief to foreign trade businesses, although tariffs remain higher than pre-Trump levels by 30% [1][2] - Many foreign trade companies are resuming production to take advantage of a 90-day grace period for shipping goods under current tariff standards [1][2] - Different companies are experiencing varying impacts from the tariff situation, with some facing challenges in shipping logistics and increased costs [2][10] Group 2 - Companies like Xiaoya Group and Qingdao Shanhai Home Products are seeing a recovery in orders post-tariff adjustments, but they are also facing difficulties in shipping and rising freight costs [4][10] - Lutai Textile has managed to mitigate the impact of tariffs due to its global production strategy established in previous years, focusing on both domestic and international markets [6][10] - The "export to domestic sales" strategy is being adopted by many companies, including Lushang Group, to support domestic sales and adapt to changing market conditions [7][10] Group 3 - Companies are optimistic about the potential for increased competitiveness if tariffs on Chinese goods are aligned with those on European goods, as Chinese manufacturing is favored for its efficiency and quality [11][12] - The overall sentiment among foreign trade enterprises is one of resilience, with many actively seeking new development paths through market diversification and local production [12]

Group 1 - The PTA futures market is experiencing a downward trend, with the main contract fluctuating between 4770.00 yuan/ton and 4704.00 yuan/ton, reflecting a decline of approximately 1.79% [1] - Supply and demand for PTA remain tight, but price transmission within the industrial chain is hindered, leading to weak purchasing enthusiasm from downstream [1] - The domestic market has entered a low season, and the increase in terminal orders is primarily driven by exports, which may not meet market expectations for future sales [1] Group 2 - Supply recovery is expected this week with the resumption of production from Sichuan Energy Investment and Xinjiang Zhongtai, while polyester production remains high [2] - There is a slight increase in inquiries and orders from downstream weaving manufacturers, indicating a partial increase in domestic and foreign trade orders [2] - PTA industry inventory continues to decrease, with significant reductions in long filament inventory, suggesting a relatively favorable supply-demand situation [2]

Core Viewpoint - Vietnam has become one of the fastest-growing economies in Southeast Asia, with an average GDP growth rate of 5%-7% in recent years, positioning itself as a crucial hub for global manufacturing and trade [3] Group 1: Economic Context - Vietnam benefits from labor cost advantages, free trade agreements (such as CPTPP and EVFTA), and a stable policy environment, attracting significant foreign investment, particularly in electronics, textiles, and manufacturing [3] - The country is increasingly seen as a key destination for Chinese companies looking to relocate some of their production capacity amid escalating US-China trade tensions [3] Group 2: Research and Investigation Focus - The investigation will focus on the investment and financial service environment in key cities such as Hanoi, Haiphong, and Bac Ninh, emphasizing policy environment, industrial development, financing services, and investment implementation [3][4] - The research aims to establish deep connections with local government departments, chambers of commerce, industrial parks, and Chinese enterprises to understand the investment and financing policies and operational matters in Vietnam [7] Group 3: Key Highlights of the Investigation - Highlight 1: The investigation will facilitate in-depth discussions with local financial institutions, including banks and leasing companies, to understand the local financial business policies and operational norms [7] - Highlight 2: Engagement with Chinese enterprises in Vietnam to gain insights into industrial layout, business operations, personnel management, and investment implementation [7] - Highlight 3: The presence of local outbound experts to ensure high standards of travel and investigation [8] Group 4: Itinerary Overview - The investigation is scheduled from June 23 to June 27, 2025, with activities including business receptions, policy discussions, and visits to industrial parks [9][10] - Day 2 includes a policy exchange meeting with the Vietnam-China Chamber of Commerce and visits to the Haiphong Industrial Park, focusing on investment attraction and industrial cluster development [11][12] - Day 3 features visits to enterprises in the photovoltaic and lithium battery sectors, along with discussions with BIDV, Vietnam's largest state-owned bank, regarding the financial industry policies [13][14] - Day 4 involves exploring the Bac Ninh Industrial Park and engaging with companies in the electronic packaging sector, focusing on investment experiences and market expansion strategies [15][16]

Core Viewpoint - The April economic data indicates a mixed performance in China's economy, with strong industrial production and consumption, but a decline in investment and real estate sectors [1][13]. Demand Side - April's external demand faced challenges due to reciprocal tariffs, leading to a significant drop in exports to the US; however, transshipment trade helped maintain export resilience [1][2]. - Internal demand showed a decline in both investment and consumption, although consumption remained at a high level; investment was dragged down by the real estate and manufacturing sectors [1][7]. Production Side - Industrial production maintained a high level, with April's industrial value-added growth rate dropping to 6.1%, supported by equipment manufacturing and high-tech manufacturing [3][5]. - The service sector's production index slightly decreased, but still benefited from low base effects and consumption recovery [3]. Investment Trends - National fixed asset investment growth rate fell by 0.8 percentage points to 3.5%, with real estate investment continuing to decline significantly [7]. - High-tech industry investments performed well, particularly in information services and computer manufacturing, with year-on-year growth rates of 40.6% and 28.9% respectively [7]. Consumption Patterns - Retail sales growth rate decreased by 0.8 percentage points to 5.1%, while service retail sales showed an upward trend, particularly in tourism-related sectors [9]. - Essential consumer goods saw a decline in growth, while sectors benefiting from trade-in programs performed strongly [9]. Real Estate Market - Real estate sales area growth rate worsened to -2.1%, with new construction area also declining significantly [11]. - Despite the drop in sales volume, housing prices continued to rise, with the decline in new and second-hand housing prices narrowing [11]. Employment and External Factors - The unemployment rate remained stable at 5.1%, indicating a steady employment situation despite external challenges [13]. - Future export performance may exceed expectations due to potential European recovery, although this could lead to a more cautious domestic policy response [13].

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、股东大会审议通过利润分配方案情况 公司2024年度股东大会审议通过的利润分配方案具体内容如下：公司以 现有总股本323,700,000.00股为基数，向全体股东每10股派发现金红利1元 （含税），支付现金为32,370,000.00元；剩余的未分配利润结转以后年度 分配，本次不进行资本公积转增股本，不送红股。若在分配方案实施前公司 总股本由于可转债转股、股份回购、股权激励行权、再融资新增股份上市等 原因而发生变化的，公司按照分配总额不变，相应调整每股分配比例。 说明： 二、权益分派方案 本公司2024年年度权益分派方案为：以公司现有总股本323,700,000股为基 数，向全体股东每10股派1.000000元人民币现金（含税；扣税后，通过深股通持 有股份的香港市场投资者（特别说明：请上市公司根据自身是否属于深股通标的 证券，确定权益分派实施公告保留或删除该类投资者）、境外机构（含QFII、RQFII） 以及持有首发前限售股的个人和证券投资基金每10股派0.900000元；持有首发后 限售股、股权激励限售股及 ...

Group 1 - The article discusses the contrasting measurements of China's GDP using exchange rate and purchasing power parity (PPP), highlighting a significant discrepancy in the perceived economic size of China compared to the US [5][10][12] - According to exchange rate calculations, China's GDP is approximately $19 trillion, about 65% of the US GDP of $29 trillion, while PPP estimates China's GDP at around $38 trillion, suggesting it surpasses the US [5][10][12] - The article emphasizes the importance of understanding the underlying economic structures and the implications of these measurements on global perceptions of China's economic strength [12][26][38] Group 2 - China's agricultural output has consistently ranked first globally over the past decade, producing nearly 100 million tons more than the US, indicating a strong foundation for its economy [14][16] - In industrial production, China dominates global supply chains, contributing over 50% of the world's steel production, around 60% of electrolytic aluminum, and close to 45% of copper [18][20][24] - The manufacturing sector in China is robust, with the country leading in automobile production, home appliances, and electronics, holding significant global market shares [20][24] Group 3 - The article points out that the statistical methods used to measure GDP may overlook significant contributions from emerging service sectors and informal economies, leading to an underestimation of China's economic output [28][30][34] - The rise of gig economy workers and small businesses, which often operate outside traditional economic measurements, contributes to a substantial but unaccounted economic value [30][34] - The undervaluation of the Chinese yuan in international markets may also distort GDP figures when converted to foreign currencies, further complicating the assessment of China's economic size [36][38] Group 4 - The future of China's economic measurement may improve with more detailed service sector statistics and the ongoing internationalization of the yuan, which could provide a more accurate reflection of its economic standing [40]

融资融券数据显示，该股最新（5月16日）两融余额为1.39亿元，其中，融资余额为1.39亿元，融券余额 为34.11万元。近5日融资余额合计增加358.84万元，增幅为2.66%。融券余额合计增加7.68万元，增幅 29.04%。 4月30日公司发布的一季报数据显示，一季度公司共实现营业收入7.57亿元，同比增长14.49%，实现净 利润47.46万元，同比下降49.80%。（数据宝） 华纺股份5月19日交易公开信息 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.71亿元，其中，买入成交额为8164.81 万元，卖出成交额为8898.65万元，合计净卖出733.84万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方财富证券股份有限公司拉萨团结路第一证券营 业部，买入金额为1918.40万元，第一大卖出营业部为国盛证券有限责任公司深圳梅园路证券营业部， 卖出金额为2049.39万元。 近半年该股累计上榜龙虎榜11次，上榜次日股价平均涨5.96%，上榜后5日平均涨23.27%。 资金流向方面，今日该股主力资金净流出4445.59万元，其中，特大单净流出2972.08万元，大单资金净 流出14 ...

证券代码：600493 证券简称：凤竹纺织 公告编号：2025-016 本次会议以举手表决方式审议通过了《关于监事会换届选举暨提名监 事候选人的议案》，表决结果为：3 票赞成，0 票反对，0 票弃权。公司第八 届监事会任期即将届满，根据《公司法》及《公司章程》的有关规定，公 司监事会拟进行换届选举。按照《公司章程》的有关规定，经公司大股东 推荐，公司监事会同意提名罗理和先生、郭秀珍女士为公司第九届监事会 监事候选人，与经公司职工代表大会选举的职工代表监事胡志吉先生共同 组成公司第九届监事会（简历附后） 上述监事候选人将提请公司股东大会予以审议，并采取累积投票制对 上述监事候选人进行选举。上述监事候选人经公司股东大会选举后当选为 公司第九届监事会监事的，其任期为三年，自公司股东大会选举通过之日 起计算。 特此公告。 福建凤竹纺织科技股份有限公司 监 事 会 附件： 罗理和，男，1977 年 2 月出生，福建晋江人，大专学历。1999 年 10 月参加工作，2005 年 3 月进入公司，曾任公司外贸业务部经理，现任本公 司海外事业部业务总监。 郭秀珍，女，1974 年 12 月出生，福建漳州人，大专学历。1995 ...

Core Viewpoint - Huzhou City in Zhejiang Province has launched a plan to accelerate the construction of investment attraction scenarios, focusing on "scene innovation empowering industries" to integrate technological and industrial innovation, aiming to build a trillion-level industrial ecosystem by 2027 [1][2] Group 1: Investment Attraction and Industrial Development - The plan outlines five key directions: strengthening and supplementing industrial chains, expanding emerging industries, upgrading traditional industries, cultivating future industries, and building smart cities [1] - Huzhou aims to establish over 10 demonstration parks (buildings) with local characteristics and create more than 6 benchmark scenarios for industrial transformation and upgrading by 2027 [1][2] Group 2: Focus on Emerging Industries - Key industries targeted include new energy vehicles and key components, semiconductors and optoelectronics, and intelligent logistics equipment, utilizing a collaborative model of "leading enterprises + application scenarios + SMEs + research institutions" [1] - In the new energy vehicle sector, the focus will be on leading enterprises to promote collaboration among upstream and downstream companies, creating an integrated scenario of "complete vehicles - components - aftermarket" [1] Group 3: Traditional Industry Upgrades - Traditional industries such as modern home furnishings and textiles will adopt digital scenarios like mass customization and flexible supply chains, while classic industries like Huzhou pens and silk will explore new business formats such as metaverse workshops and 3D design [2] - The plan aims to transform "old brands" towards high-end and fashionable markets [2] Group 4: Future Industry Layout - Huzhou is targeting fields such as artificial intelligence, low-altitude economy, and precision medicine, establishing an innovation ecosystem that includes "R&D + pilot testing + funds + scenarios" [2] - The city plans to create advanced interdisciplinary research platforms and concept verification centers to provide testing grounds for new technologies [2] Group 5: Smart City Initiatives - The smart city focus will include governance, transportation, and cultural tourism, promoting scenarios like smart governance and immersive tourism to attract tech companies for urban digitalization [2] - Huzhou will prioritize resource allocation for major scenario projects, hosting over 10 investment attraction scenario release events annually and promoting at least 20 new technology and product projects [2] Group 6: Initial Projects and Investment Scale - The first batch of 15 iconic scenarios and 25 landmark investment attraction projects has been released, covering areas such as green ecology, low-altitude economy, and artificial intelligence, with a total investment scale exceeding 10 billion [2]