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铝供应扰动抬头,中国铝业逆市活跃!有色龙头ETF随市下挫1%,仍有三大因素驱动,或迎回调布局良机
Xin Lang Ji Jin· 2025-10-23 03:22
或受黄金震荡扰动,叠加大盘情绪低迷,今日(10月23日)揽尽有色金属行业龙头的有色龙头ETF (159876)随市盘整回调,场内价格现跌1.05%。 | 序号 | 证券代码 | 证券能你 | 壹业总收入 | | 雪业总收入(同比增长 归属母公司股东的净利润 归属母公司股东的净利润 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | [投告期] 2025三季 200 | | [投告期] 2025三零 | (同比增长率) | | | | | | [报裹类型] 合并报表 [报告期] 2025三季 | | [投裹类型] 合并报表 | [报告期] 2025三季 | | | | | | [单位] 亿元 [单位] % | | [单位] 亿元 | [本页] 米1 | | | | 601899.SH | 紫金矿业 | 2,542.00 | 10.33 | 378.64 | | 55.45 | | 2 | 300618.SZ | 寒锐姑业 | 48.71 | 16.49 | | 2.38 | 42.57 | | 3 | 603799.SH | 华友描业 ...
天齐锂业涨2.04%,成交额9.91亿元,主力资金净流入1744.71万元
Xin Lang Zheng Quan· 2025-10-23 02:42
今年以来天齐锂业已经2次登上龙虎榜,最近一次登上龙虎榜为8月11日,当日龙虎榜净买入3.81亿元; 买入总计6.63亿元 ,占总成交额比17.81%;卖出总计2.82亿元 ,占总成交额比7.57%。 资料显示,天齐锂业股份有限公司位于四川省成都市天府新区红梁西一街166号,香港铜锣湾勿地臣街1 号时代广场2座31楼,成立日期1995年10月16日,上市日期2010年8月31日,公司主营业务涉及锂精矿产 品和锂化合物及其衍生物产品的生产和销售。主营业务收入构成为:锂化合物及衍生品50.54%,锂矿 49.25%,其他0.21%。 天齐锂业所属申万行业为:有色金属-能源金属-锂。所属概念板块包括:盐湖提锂、小金属、化肥、新 材料、H股等。 10月23日,天齐锂业盘中上涨2.04%,截至10:34,报46.91元/股,成交9.91亿元,换手率1.46%,总市值 769.90亿元。 资金流向方面,主力资金净流入1744.71万元,特大单买入1.13亿元,占比11.39%,卖出9438.13万元, 占比9.52%;大单买入2.71亿元,占比27.37%,卖出2.72亿元,占比27.48%。 天齐锂业今年以来股价涨42. ...
能源金属板块10月22日跌0.34%,腾远钴业领跌,主力资金净流出4.95亿元
证券之星消息,10月22日能源金属板块较上一交易日下跌0.34%,腾远钴业领跌。当日上证指数报收于 3913.76,下跌0.07%。深证成指报收于12996.61,下跌0.62%。能源金属板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 19.95 | 3.37% | 65.28万 | | 12.82亿 | | 002756 | 永兴材料 | 37.77 | 1.21% | 10.15万 | | 3.82亿 | | 000408 | 藏格矿业 | 57.37 | 1.18% | 10.37万 | | 5.92亿 | | 600711 | 盛屯矿业 | 10.48 | 0.96% | 141.82万 | | 14.58亿 | | 002466 | 天齐锂业 | 45.97 | 0.79% | 38.82万 | | 17.49 乙 | | 603399 | 永杉锂业 | 9.36 | -0.64% | 9.15万 | | 8554. ...
永兴材料涨2.09%,成交额2.90亿元,主力资金净流入285.16万元
Xin Lang Cai Jing· 2025-10-22 06:28
资金流向方面,主力资金净流入285.16万元,特大单买入477.91万元,占比1.65%,卖出227.83万元,占 比0.79%;大单买入5602.47万元,占比19.31%,卖出5567.39万元,占比19.19%。 永兴材料今年以来股价涨3.15%,近5个交易日涨1.37%,近20日涨10.16%,近60日涨7.28%。 资料显示,永兴特种材料科技股份有限公司位于浙江省湖州市霅水桥路618号,成立日期2000年7月19 日,上市日期2015年5月15日,公司主营业务涉及不锈钢及特殊合金材料等特种金属材料棒线材的研 发、生产和销售。主营业务收入构成为:棒材47.71%,线材24.66%,碳酸锂20.10%,其他7.53%。 10月22日,永兴材料盘中上涨2.09%,截至13:57,报38.10元/股,成交2.90亿元,换手率1.99%,总市值 205.40亿元。 分红方面,永兴材料A股上市后累计派现56.62亿元。近三年,累计派现43.62亿元。 机构持仓方面,截止2025年6月30日,永兴材料十大流通股东中,香港中央结算有限公司位居第六大流 通股东,持股540.31万股,相比上期增加260.28万股。南方 ...
午评:沪指半日跌0.44% 工程机械板块涨幅居前
Zhong Guo Jing Ji Wang· 2025-10-22 03:40
(责任编辑:华青剑) A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手)▼ | 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上版家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 工程机械 | 3.72 | 1060.41 | 140.15 | 5.36 | 34 | 2 | | 2 | 风电设备 | 2.17 | 746.30 | 122.16 | 8.84 | 24 | ਦੇ | | 3 | 房地产 | 1.57 | 3928.84 | 235.73 | -1.99 | ୧୫ | 19 | | 4 | 油气开采及服 器 | 1.30 | 1591.48 | 87.76 | -2.88 | 10 | 8 | | 5 | 医药商业 | 1.08 | 229.30 | 30.14 | 4.05 | 29 | 2 | | 6 | 化学制药 | 1.01 | 1866.25 | 284.90 | -5.04 | 106 | 47 | | 7 | 中药 | 0.82 | 880.66 | 95 ...
能源金属板块10月21日涨1.83%,华友钴业领涨,主力资金净流入3.19亿元
证券之星消息,10月21日能源金属板块较上一交易日上涨1.83%,华友钴业领涨。当日上证指数报收于 3916.33,上涨1.36%。深证成指报收于13077.32,上涨2.06%。能源金属板块个股涨跌见下表: 从资金流向上来看,当日能源金属板块主力资金净流入3.19亿元,游资资金净流出5306.8万元,散户资金 净流出2.66亿元。能源金属板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603799 | 华友钻业 | 62.62 | 3.45% | 88.73万 | | 55.39 Z | | 000408 | 藏格矿业 | 56.70 | 2.42% | 11.77万 | | 6.67亿 | | 301219 | 腾远钻业 | 66.56 | 2.10% | 6.39万 | | 4.25 乙 | | 600711 | 暨中矿业 | 10.38 | 1.96% | 120.41万 | | 12.49亿 | | 002460 | 赣锋锌√ | 61.59 ...
赣锋锂业涨2.03%,成交额21.78亿元,主力资金净流入8324.49万元
Xin Lang Cai Jing· 2025-10-21 03:09
赣锋锂业所属申万行业为:有色金属-能源金属-锂。所属概念板块包括:盐湖提锂、小金属、锂电池、 新能源、储能等。 10月21日,赣锋锂业盘中上涨2.03%,截至10:47,报61.92元/股,成交21.78亿元,换手率2.94%,总市 值1273.81亿元。 资金流向方面,主力资金净流入8324.49万元,特大单买入2.77亿元,占比12.70%,卖出1.69亿元,占比 7.74%;大单买入5.66亿元,占比26.01%,卖出5.91亿元,占比27.14%。 赣锋锂业今年以来股价涨77.62%,近5个交易日跌9.63%,近20日涨27.25%,近60日涨71.14%。 今年以来赣锋锂业已经4次登上龙虎榜,最近一次登上龙虎榜为10月13日,当日龙虎榜净买入-1.65亿 元;买入总计9.46亿元 ,占总成交额比10.66%;卖出总计11.11亿元 ,占总成交额比12.53%。 资料显示,江西赣锋锂业集团股份有限公司位于江西省新余市经济开发区龙腾路,香港湾仔皇后大道东 248号大新金融中心40楼,成立日期2000年3月2日,上市日期2010年8月10日,公司主营业务涉及从事各 种深加工锂产品的研究、开发、生产与销售。 ...
重启升势?有色龙头ETF(159876)涨超2.4%!金价冲击4400美元创新高,机构:有色或成为本轮慢牛的核心品种
Xin Lang Ji Jin· 2025-10-21 02:40
Core Viewpoint - The non-ferrous metal sector is experiencing significant activity, with the Non-Ferrous Metal Leader ETF (159876) showing a price increase of over 2.4% in early trading, currently up by 1.64% as of October 21. The ETF has a total scale of 569 million yuan, leading among three similar products tracking the same index [1]. Group 1: ETF Performance - The Non-Ferrous Metal Leader ETF (159876) is actively traded, with a current price increase of 1.64% [1]. - As of October 20, the ETF's total scale reached 569 million yuan, the highest among its peers [1]. Group 2: Individual Stock Performance - Key stocks in the non-ferrous metal sector include Yun Aluminum Co., Luoyang Molybdenum, Huayou Cobalt, and Tin Industry Co., all rising over 3% [1]. - Other notable performers include Shengxin Lithium Energy, Shenhuo Co., Tianshan Aluminum, and China Aluminum, which have all increased by over 2% [1]. Group 3: Market Trends and Predictions - COMEX gold prices reached a new high of $4,400 per ounce, with institutions remaining optimistic about future gold price trends [3]. - Bank of America predicts that gold prices could reach $6,000 by spring next year, indicating a low allocation of gold assets in global investment portfolios [4]. - The World Gold Council reports that retail gold investment remains below 2% of global assets, suggesting potential for growth [4]. Group 4: Sector Opportunities - The rare earth sector is expected to see significant performance in Q3, with companies like Northern Rare Earth and Shenghe Resources projecting substantial profit increases due to price rises and capacity releases [4]. - In lithium, advancements in solid-state battery technology are anticipated to boost demand, with leading companies maintaining a high self-sufficiency rate in lithium salt production [5]. - Copper supply disruptions, particularly from the Grasberg mine in Indonesia, are expected to tighten global copper supply, driving prices higher [6]. Group 5: Investment Strategy - The Non-Ferrous Metal Leader ETF (159876) provides a diversified investment approach across various metals, including copper, gold, aluminum, rare earths, and lithium, which can help mitigate risks compared to investing in single metal sectors [8].
藏格矿业涨2.04%,成交额8565.03万元,主力资金净流入911.95万元
Xin Lang Cai Jing· 2025-10-21 02:01
藏格矿业所属申万行业为:有色金属-能源金属-锂。所属概念板块包括:化肥、小金属、有色铜、国资 改革、盐湖提锂等。 截至9月30日,藏格矿业股东户数3.68万,较上期增加25.24%;人均流通股42667股,较上期减少 20.15%。2025年1月-9月,藏格矿业实现营业收入24.01亿元,同比增长3.35%;归母净利润27.51亿元, 同比增长47.26%。 分红方面,藏格矿业A股上市后累计派现96.29亿元。近三年,累计派现59.98亿元。 机构持仓方面,截止2025年9月30日,藏格矿业十大流通股东中,香港中央结算有限公司位居第六大流 通股东,持股2770.06万股,相比上期减少345.07万股。申万宏源证券有限公司位居第八大流通股东,持 股1590.71万股,相比上期减少221.10万股。华泰柏瑞沪深300ETF(510300)位居第十大流通股东,持 股1345.84万股,相比上期减少55.83万股。 责任编辑:小浪快报 10月21日,藏格矿业盘中上涨2.04%,截至09:43,报56.49元/股,成交8565.03万元,换手率0.10%,总 市值887.02亿元。 资金流向方面,主力资金净流入911. ...
融捷股份涨2.21%,成交额9175.84万元,主力资金净流入422.36万元
Xin Lang Cai Jing· 2025-10-21 02:01
Core Viewpoint - Rongjie Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth in the lithium battery materials sector [1][2]. Group 1: Stock Performance - As of October 21, Rongjie Co., Ltd. saw a stock price increase of 2.21%, reaching 41.19 CNY per share, with a total market capitalization of 10.695 billion CNY [1]. - The stock has increased by 29.80% year-to-date, with a 3.91% rise over the last five trading days, 11.84% over the last 20 days, and 17.92% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Rongjie Co., Ltd. reported a revenue of 303 million CNY, reflecting a year-on-year growth of 21.06%, while the net profit attributable to shareholders was 85.41 million CNY, a decrease of 48.54% compared to the previous period [2]. Group 3: Shareholder Information - As of September 30, the number of shareholders for Rongjie Co., Ltd. was 50,400, a decrease of 4.18% from the previous period, with an average of 5,141 circulating shares per shareholder, which increased by 4.37% [2]. - The company has distributed a total of 495 million CNY in dividends since its A-share listing, with 375 million CNY distributed over the last three years [3]. Group 4: Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 3.5604 million shares, an increase of 1.9774 million shares from the previous period [3]. - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF were among the top ten circulating shareholders, with notable increases in their holdings [3].