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蓝筹股拉升 静待题材股花开
Chang Sha Wan Bao· 2025-08-12 13:23
长沙晚报掌上长沙8月12日讯(全媒体记者 刘军)A股三大指数12日再次集体收涨,沪指七连阳再创年 内新高。截至收盘,沪指涨0.50%,收报3665.92点;深证成指涨0.53%,收报11351.63点;创业板指涨 1.24%,收报2409.40点;科创50指数涨1.91%,收报1069.81点。沪深两市成交额达到18815亿元,较11 日放量545亿元。 盘面上,人脑工程概念12日涨幅靠前。消息面上,工信部提出到2027年,脑机接口关键技术取得突破, 初步建立先进的技术体系、产业体系和标准体系。此外,12日人工智能概念股集体大爆发。DeepSeek- R2早期计划在今年5月发布,但因技术进度和市场竞争因素被推迟。12日市场上突然传出DeepSeek-R2 的预计发布时间窗口为2025年8月15日至8月30日,这一消息正好迎合了市场期盼。 行业板块涨跌互现,多元金融、电子化学品、燃气、半导体、航运港口板块涨幅居前,航天航空、小金 属、水泥建材、生物制品、能源金属板块跌幅居前。个股方面,上涨股票2084只,涨停60只;下跌股票 3167只,跌停5只。 在银行、中字头等蓝筹股拉升的带动下,12日大盘高开高走,沪指最 ...
多种气体产销两旺 凯美特气上半年业绩同比增长
Zheng Quan Ri Bao Wang· 2025-07-30 02:48
Core Viewpoint - Hunan Kaimete Gas Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating a strong operational recovery and potential for continued growth in various gas products [1][2]. Financial Performance - The company achieved approximately 310 million yuan in revenue, a year-on-year increase of 10.52% [1]. - Net profit attributable to shareholders reached about 55.85 million yuan, marking a substantial increase of 199.82% compared to the same period last year [1]. Product Performance - Sales revenue for carbon dioxide products grew by 6.53%, with a gross margin of 38.52%. The upcoming consumption peak in the food and beverage sectors is expected to drive further demand [1]. - Hydrogen product sales increased by 7.30%, with a gross margin of 35.21%. Anticipated growth in domestic hydrogen demand due to favorable policies is expected to benefit the company's hydrogen business [1]. - Fuel products saw a sales revenue increase of 14.69%, with a decrease in operating costs by 6.51%, leading to a gross margin of 38.79%, up by 13.89 percentage points year-on-year [2]. Strategic Developments - The electronic specialty gas segment has made positive strides, with excimer laser gas products receiving certification from Coherent, and photolithography gases gaining international recognition. This enhances the company's credibility and market presence in the electronic specialty gas sector [2]. - The company is positioned to capitalize on the rapid growth of domestic semiconductor and photovoltaic industries, potentially leading to a new phase of rapid growth in its electronic specialty gas and mixed gas production capabilities [2].