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杭州高新跌2.01%,成交额1.16亿元,主力资金净流出801.67万元
Xin Lang Cai Jing· 2025-10-09 05:31
10月9日,杭州高新(维权)盘中下跌2.01%,截至13:06,报24.42元/股,成交1.16亿元,换手率 3.67%,总市值30.93亿元。 资料显示,杭州高新材料科技股份有限公司位于浙江省杭州市余杭区径山镇后村桥路3号,成立日期 2004年11月26日,上市日期2015年6月10日,公司主营业务涉及线缆用高分子材料的研发、生产和销 售。主营业务收入构成为:特种聚乙烯及交联聚乙烯电缆料70.15%,特种聚氯乙烯电缆料13.26%,通 用聚氯乙烯电缆料9.69%,无卤低烟阻燃电缆料6.54%,其他0.35%。 杭州高新所属申万行业为:基础化工-塑料-改性塑料。所属概念板块包括:新能源、核电、QFII持股、 年度强势、小盘等。 截至9月19日,杭州高新股东户数1.18万,较上期减少14.64%;人均流通股10698股,较上期增加 17.15%。2025年1月-6月,杭州高新实现营业收入1.97亿元,同比增长28.79%;归母净利润-685.45万 元,同比增长21.54%。 资金流向方面,主力资金净流出801.67万元,特大单买入158.68万元,占比1.37%,卖出638.60万元,占 比5.50%;大单买 ...
杭州高新跌2.05%,成交额4954.73万元,主力资金净流出256.26万元
Xin Lang Cai Jing· 2025-09-30 02:07
9月30日,杭州高新(维权)盘中下跌2.05%,截至09:53,报24.88元/股,成交4954.73万元,换手率 1.54%,总市值31.52亿元。 资金流向方面,主力资金净流出256.26万元,特大单买入187.87万元,占比3.79%,卖出237.85万元,占 比4.80%;大单买入514.48万元,占比10.38%,卖出720.77万元,占比14.55%。 杭州高新所属申万行业为:基础化工-塑料-改性塑料。所属概念板块包括:新能源、核电、QFII持股、 年度强势、小盘等。 截至9月19日,杭州高新股东户数1.18万,较上期减少14.64%;人均流通股10698股,较上期增加 17.15%。2025年1月-6月,杭州高新实现营业收入1.97亿元,同比增长28.79%;归母净利润-685.45万 元,同比增长21.54%。 分红方面,杭州高新A股上市后累计派现3988.20万元。近三年,累计派现0.00元。 责任编辑:小浪快报 杭州高新今年以来股价涨176.14%,近5个交易日跌1.19%,近20日涨36.48%,近60日涨66.98%。 今年以来杭州高新已经6次登上龙虎榜,最近一次登上龙虎榜为9月16日 ...
普利特:9月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-29 12:54
截至发稿,普利特市值为163亿元。 每经头条(nbdtoutiao)——重磅解读!中国将不寻求WTO新的特殊和差别待遇,意味着什么? 每经AI快讯,普利特(SZ 002324,收盘价:14.67元)9月29日晚间发布公告称,公司第七届第二次董 事会会议于2025年9月29日在上海市青浦工业园区新业路558号公司会议室,以现场与通讯表决方式召 开。会议审议了《关于孙公司投资建设年产6GWh钠离子电池生产基地的议案》等文件。 2025年1至6月份,普利特的营业收入构成为:改性塑料行业占比74.33%,新能源电池行业占比 25.67%。 (记者 曾健辉) ...
科拜尔20250926
2025-09-28 14:57
Summary of Key Points from the Conference Call Company Overview - **Company**: 科贝尔 (Kobair) - **Industry**: Modified Plastics Core Competitiveness - **Technological R&D**: Kobair has developed key technologies such as oil and corrosion-resistant modifications and non-spray metal effects, which meet core customer needs [2][4][5] - **Customer Stickiness**: Long-term partnerships with leading companies like Sichuan Changhong and Midea ensure stable order sources, with the top five customers accounting for approximately 68% of accounts receivable [2][8] Short-term and Long-term Investment Logic - **Short-term Focus**: The expansion project for 50,000 tons of polymer composite materials is expected to partially commence production by late 2025 to early 2026, significantly increasing capacity [2][6] - **Long-term Growth Drivers**: Key growth points include import substitution of core products and structural upgrades, as well as expansion into the electric vehicle sector [2][6] Revenue Structure - **Main Revenue Source**: Modified plastics accounted for 86% of revenue in the first half of 2025, with a rapid growth rate over the past three years [2][7] - **High Margin Color Masterbatch**: This segment has a gross margin of 25.46%, contributing over 30 million yuan in revenue in the first half of 2025 [2][7] Market Position and Customer Base - **Market Share in Home Appliances**: Kobair holds significant market shares with Whirlpool at 17%, TCL and Shuanglu at 9% each, and Midea at 5% [2][9] - **Direct Sales Model**: The company employs a direct sales model, ensuring close cooperation with major appliance manufacturers [2][8] Development in New Energy Vehicles - **Emerging Market**: Kobair has become a secondary supplier for Jianghuai Automobile and is actively developing technologies related to new energy vehicles, with some products already generating revenue [2][10] Industry Outlook - **Modified Plastics Growth**: The modified plastics industry is a strategic emerging industry with rapid growth, particularly in the home appliance and automotive sectors, driven by increasing demand for lightweight materials [2][12][23] - **Competitive Landscape**: The industry is fragmented with many players, but there is significant potential for domestic substitution, which is a key focus for Kobair [2][13] Future Strategies - **Focus on High-end and Green Trends**: Kobair plans to enhance its capabilities in bio-based modifications and biodegradable materials while continuing to push for domestic substitution [2][14] Financial Performance - **Revenue Growth**: Revenue is projected to reach 450 million yuan in 2024, with a growth rate exceeding 20% in the coming years [2][15][26] - **Capacity Expansion Impact**: The completion of the wood project will alleviate capacity constraints and enhance market participation [2][16][27] Conclusion - **Optimistic Outlook**: The modified plastics industry, particularly for companies like Kobair, is expected to thrive due to technological advancements and strong market demand, positioning them as key players in their respective segments [2][28]
杭州高新跌2.01%,成交额4829.24万元,主力资金净流出444.02万元
Xin Lang Cai Jing· 2025-09-26 01:54
9月26日,杭州高新(维权)盘中下跌2.01%,截至09:43,报24.92元/股,成交4829.24万元,换手率 1.52%,总市值31.57亿元。 资金流向方面,主力资金净流出444.02万元,特大单买入0.00元,占比0.00%,卖出350.39万元,占比 7.26%;大单买入336.74万元,占比6.97%,卖出430.37万元,占比8.91%。 杭州高新今年以来股价涨176.58%,近5个交易日跌0.44%,近20日涨38.68%,近60日涨67.47%。 今年以来杭州高新已经6次登上龙虎榜,最近一次登上龙虎榜为9月16日。 资料显示,杭州高新材料科技股份有限公司位于浙江省杭州市余杭区径山镇后村桥路3号,成立日期 2004年11月26日,上市日期2015年6月10日,公司主营业务涉及线缆用高分子材料的研发、生产和销 售。主营业务收入构成为:特种聚乙烯及交联聚乙烯电缆料70.15%,特种聚氯乙烯电缆料13.26%,通 用聚氯乙烯电缆料9.69%,无卤低烟阻燃电缆料6.54%,其他0.35%。 杭州高新所属申万行业为:基础化工-塑料-改性塑料。所属概念板块包括:新能源、核电、QFII持股、 年度强势、小 ...
杭州高新涨2.03%,成交额1.20亿元,主力资金净流出33.86万元
Xin Lang Cai Jing· 2025-09-24 06:23
9月24日,杭州高新(维权)盘中上涨2.03%,截至13:59,报25.69元/股,成交1.20亿元,换手率 3.75%,总市值32.54亿元。 杭州高新所属申万行业为:基础化工-塑料-改性塑料。所属概念板块包括:新能源、核电、QFII持股、 年度强势、小盘等。 截至9月10日,杭州高新股东户数1.39万,较上期增加3.31%;人均流通股9132股,较上期减少3.21%。 2025年1月-6月,杭州高新实现营业收入1.97亿元,同比增长28.79%;归母净利润-685.45万元,同比增 长21.54%。 分红方面,杭州高新A股上市后累计派现3988.20万元。近三年,累计派现0.00元。 责任编辑:小浪快报 今年以来杭州高新已经6次登上龙虎榜,最近一次登上龙虎榜为9月16日。 资料显示,杭州高新材料科技股份有限公司位于浙江省杭州市余杭区径山镇后村桥路3号,成立日期 2004年11月26日,上市日期2015年6月10日,公司主营业务涉及线缆用高分子材料的研发、生产和销 售。主营业务收入构成为:特种聚乙烯及交联聚乙烯电缆料70.15%,特种聚氯乙烯电缆料13.26%,通 用聚氯乙烯电缆料9.69%,无卤低烟阻燃电 ...
基础化工板块上半年稳健增长
Zhong Guo Hua Gong Bao· 2025-09-24 02:31
Group 1 - The overall economic performance of China's basic chemical industry showed a steady improvement in the first half of the year, with 535 companies reporting a total revenue of 1,352.868 billion yuan, a year-on-year increase of 4.53%, and a net profit attributable to shareholders of 78.371 billion yuan, up 0.28% [1] - Among 31 sub-industries, 20 reported revenue growth, indicating a continuous optimization of the industrial structure and steady development of new productive forces within the basic chemical sector [1] Group 2 - Certain sub-industries, such as potash fertilizer, modified plastics, fluorochemicals, and others, experienced significant profit growth, benefiting from factors like reduced overseas supply and strong global demand [2] - Potash fertilizer companies collectively achieved a revenue of 13.129 billion yuan, a 3.57% increase, and a net profit of 5.663 billion yuan, soaring by 39.69% [2] - The fluorochemical sector saw a remarkable increase in revenue for refrigerant companies, totaling 33.488 billion yuan, a 29.96% rise, and a net profit of 4.575 billion yuan, up 137.42% [2] Group 3 - The modified plastics sector reported robust growth, with 16 companies generating a revenue of 60.319 billion yuan, a 20.7% increase, and a net profit of 1.531 billion yuan, up 29.64% [3] - This growth was driven by strong demand in emerging markets and technological advancements in high-performance materials [3] Group 4 - Despite positive performances in some areas, supply-demand mismatches remain a significant challenge for high-quality development in the industry [4] - The carbon black industry faced low operating rates and profitability issues, with five companies reporting a revenue of 21.295 billion yuan, a 1.52% increase, but a net profit drop of 24% to 0.078 billion yuan [4] - The titanium dioxide sector experienced a revenue decline of 10.92% to 30.65 billion yuan and a net profit decrease of 38.55% to 1.962 billion yuan [4] Group 5 - The tire industry is grappling with rising raw material costs and intense competition, leading to a revenue drop of 11.24% to 101.613 billion yuan and a net profit decline of 21.07% to 6.85 billion yuan [4] - The government is promoting a "de-involution" strategy to eliminate unfair competition and facilitate the orderly exit of outdated capacities, aiming for higher quality development in the chemical industry [5] - This policy is expected to alleviate issues of overcapacity and chaotic competition in certain sub-industries, leading to a potential phase of improvement in industry conditions [5]
南京聚隆跌2.01%,成交额2887.95万元,主力资金净流出411.80万元
Xin Lang Zheng Quan· 2025-09-23 01:48
Core Viewpoint - Nanjing Julong Technology Co., Ltd. has shown significant stock price fluctuations and financial performance, with a notable increase in revenue and net profit year-on-year, indicating potential growth opportunities in the polymer materials sector [1][2]. Financial Performance - As of September 19, 2023, Nanjing Julong achieved a revenue of 1.257 billion yuan for the first half of 2025, representing a year-on-year growth of 25.75% [2]. - The company's net profit attributable to shareholders reached 57.3644 million yuan, marking a year-on-year increase of 40.73% [2]. - Cumulatively, the company has distributed 152 million yuan in dividends since its A-share listing, with 69.8396 million yuan distributed over the past three years [3]. Stock Market Activity - On September 23, 2023, Nanjing Julong's stock price decreased by 2.01%, trading at 35.61 yuan per share, with a total market capitalization of 3.916 billion yuan [1]. - The stock has increased by 64.75% year-to-date, but has seen a decline of 4.38% over the last five trading days and 6.80% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 38.8372 million yuan on July 17, 2023 [1]. Business Overview - Nanjing Julong, established on April 27, 1999, specializes in the research, production, and sales of polymer materials and composite materials [2]. - The main revenue sources include modified engineering plastics (45.34%), modified general plastics (35.59%), and other materials [2]. - The company operates within the basic chemical industry, specifically in the plastic and modified plastic sectors, and is involved in various concept sectors such as railway infrastructure and aerospace [2]. Shareholder Information - As of September 19, 2023, the number of shareholders increased to 22,200, with an average of 3,953 circulating shares per person, a decrease of 3.62% from the previous period [2].
美联新材涨2.01%,成交额1.01亿元,主力资金净流入944.55万元
Xin Lang Cai Jing· 2025-09-22 05:48
Core Viewpoint - Meilian New Materials Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in net profit for the recent period [1][2]. Financial Performance - As of September 10, 2025, Meilian New Materials reported a revenue of 878 million yuan, representing a year-on-year growth of 3.10%. However, the net profit attributable to shareholders was -16.19 million yuan, a significant decrease of 146.89% compared to the previous year [2]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing, with 35.56 million yuan distributed over the last three years [3]. Stock Market Activity - On September 22, the stock price of Meilian New Materials increased by 2.01%, reaching 11.15 yuan per share, with a trading volume of 101 million yuan and a turnover rate of 1.72%. The total market capitalization stood at 7.93 billion yuan [1]. - The stock has experienced a year-to-date increase of 36.98%, a 5-day increase of 3.24%, a 20-day decline of 12.82%, and a 60-day increase of 4.50% [1]. Shareholder Information - As of September 10, 2025, the number of shareholders increased to 25,400, reflecting a rise of 7.51%. The average number of circulating shares per person decreased by 6.99% to 21,014 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited exited the list of the top ten circulating shareholders [3]. Business Overview - Meilian New Materials, established on June 20, 2000, and listed on January 4, 2017, specializes in the research, production, sales, and technical services of polymer composite coloring materials, providing integrated solutions for plastic coloring [1]. - The company's main revenue sources include color masterbatches (38.70%), melamine (33.23%), other (17.88%), battery separators (6.55%), and high-performance colorants (3.63%) [1].
聚赛龙:公司不直接生产PEEK
Zheng Quan Ri Bao· 2025-09-19 10:15
Core Viewpoint - The company focuses on modified plastics and has made progress in research on modified PEEK composite materials, holding relevant patents, but does not currently produce or sell these products in bulk [2] Group 1: Company Focus and Products - The company specializes in the field of modified plastics and does not directly produce PEEK, which is used in modified composite materials [2] - Current product applications are primarily in the home appliance and automotive sectors, with no materials being applied in humanoid robots at this stage [2] Group 2: Research and Development - The company has achieved some results in the research of modified PEEK composite materials and possesses certain technical reserves [2] - There are currently no bulk production and sales of related products [2]