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福斯特跌2.03%,成交额3.28亿元,主力资金净流出6118.14万元
Xin Lang Cai Jing· 2026-01-09 05:22
资金流向方面,主力资金净流出6118.14万元,特大单买入1805.52万元,占比5.50%,卖出8921.42万 元,占比27.18%;大单买入8236.94万元,占比25.09%,卖出7239.18万元,占比22.05%。 福斯特今年以来股价涨0.21%,近5个交易日涨0.21%,近20日涨1.16%,近60日跌13.00%。 资料显示,杭州福斯特应用材料股份有限公司位于浙江省杭州市临安区锦北街道福斯特街8号,成立日 期2003年5月12日,上市日期2014年9月5日,公司主营业务涉及太阳能电池胶膜、共聚酰胺丝网状热熔 胶膜、太阳能电池背板等产品的研发、生产和销售。主营业务收入构成为:光伏胶膜90.65%,感光干 膜4.08%,光伏背板2.20%,其他1.25%,铝塑膜0.81%,其他(补充)0.71%,太阳能发电系统0.30%。 1月9日,福斯特盘中下跌2.03%,截至13:02,报13.99元/股,成交3.28亿元,换手率0.89%,总市值 364.96亿元。 机构持仓方面,截止2025年9月30日,福斯特十大流通股东中,香港中央结算有限公司位居第三大流通 股东,持股7046.50万股,相比上期减少2 ...
福斯特涨2.00%,成交额7858.83万元,主力资金净流入200.38万元
Xin Lang Cai Jing· 2026-01-06 02:16
福斯特今年以来股价涨2.08%,近5个交易日涨1.42%,近20日涨1.57%,近60日跌10.77%。 资料显示,杭州福斯特应用材料股份有限公司位于浙江省杭州市临安区锦北街道福斯特街8号,成立日 期2003年5月12日,上市日期2014年9月5日,公司主营业务涉及太阳能电池胶膜、共聚酰胺丝网状热熔 胶膜、太阳能电池背板等产品的研发、生产和销售。主营业务收入构成为:光伏胶膜90.65%,感光干 膜4.08%,光伏背板2.20%,其他1.25%,铝塑膜0.81%,其他(补充)0.71%,太阳能发电系统0.30%。 福斯特所属申万行业为:电力设备-光伏设备-光伏辅材。所属概念板块包括:铝塑膜、BC电池、 TOPCon电池、生物医药、碳中和等。 截至9月30日,福斯特股东户数6.49万,较上期减少9.54%;人均流通股40208股,较上期增加10.55%。 2025年1月-9月,福斯特实现营业收入117.88亿元,同比减少22.32%;归母净利润6.88亿元,同比减少 45.34%。 机构持仓方面,截止2025年9月30日,福斯特十大流通股东中,香港中央结算有限公司位居第三大流通 股东,持股7046.50万股,相比 ...
明冠新材跌3.82% 2020年上市两募资合计23亿元
Zhong Guo Jing Ji Wang· 2025-12-12 09:33
中国经济网北京12月12日讯明冠新材(688560.SH)今日股价下跌,截至收盘报14.10元,跌幅3.82%。 明冠新材于2020年12月24日在上交所科创板上市,发行价格15.87元/股,发行数量4,102.20万股,无老 股转让,保荐机构(主承销商)为民生证券股份有限公司(现为"国联民生(601456)证券股份有限公 司"),保荐代表人为贺骞、王琨。目前该股处于破发状态。 明冠新材此次发行募集资金总额651,019,140.00元,募集资金净额573,235,566.66元。公司最终募集资金 净额较原计划多1.6亿元。明冠新材2020年12月18日发布的招股书显示,公司拟募集资金41,000.00万 元,分别用于年产3,000万平方米太阳能电池背板扩建项目、年产1,000万平方米锂电池铝塑膜扩建项 目、江西省光电复合材料工程技术研究中心扩建项目、补充流动资金项目。 2022年12月8日,明冠新材发布2022年度向特定对象发行A股股票上市公告书。根据天健会计师事务所 (特殊普通合伙)2022年11月23日出具的《验资报告》(天健验〔2022〕3-108号),截至2022年11月22日, 明冠新材已向16名 ...
明冠新材2亿平铝塑膜项目再度延期 业绩连年亏损募集资金闲置
Xin Lang Cai Jing· 2025-12-08 10:26
来源:新浪财经 近日,明冠新材发布公告称,将定增募投项目"年产2亿平米铝塑膜建设项目"的达到预定可使用状态日 期由原计划的2025年12月31日延期至2027年12月31日。 这已是该项目第二次延期。公开资料显示,该项目原定完成期限为2024年,后在2024年6月首次延期至 2025年12月。 一面是账上存有巨额募集资金,另一面公司经营却陷入困境,这种现象令人困惑。 与募投项目进展停滞形成鲜明对比的,是明冠新材急剧恶化的财务状况。 根据2025年三季报,公司实现营业总收入5.37亿元,同比下降29.42%,归母净利润为-7382.42万元,较 上年同期的-1398.15万元亏损幅度扩大。 事实上,公司已连续两年陷入亏损。2023年和2024年,归母净利润分别为-2387.54万元和-6707.73万 元。2025年上半年亏损约5271万元。 盈利能力指标更是全面恶化。2025年三季报显示,公司毛利率为-3.75%,同比减少166.42个百分点;净 利率为-13.74%,同比减少648.07个百分点。这意味公司产品售价已低于成本。 公司解释延期的原因是"铝塑膜市场需求增速低于预期",并表示通过技术升级改造,现有 ...
11月27日沪深两市涨停分析
Xin Lang Cai Jing· 2025-11-27 07:18
Group 1: Battery and Energy Storage - Company provides semi-solid battery production lines to leading lithium battery manufacturers, with products already applied in the automotive industry [2] - Global leader in lithium battery coating materials, with solid oxide battery (SOC) systems including solid oxide fuel cells (SOFC) and solid oxide electrolysis cells (SOEC) [2] - Company has developed bismuth products for semi-solid lithium batteries and is conducting cutting-edge research on ceramic materials for all-solid-state batteries [2] - Major manufacturer of lithium-ion battery electrolyte solvents, with products advancing to pilot testing stages [2] Group 2: Semiconductor and Electronics - Company acquires at least 51% stake in a semiconductor equipment firm, entering the semiconductor equipment and components sector [4] - Company plans to invest 8.54 billion to acquire a 62.98% stake in a technology firm, with products expected to begin mass production by the end of 2025 [2] - Company is a leading distributor of IC products, representing globally recognized IC design manufacturers [2] Group 3: Solar Energy - Company is among the top three global manufacturers of heterojunction products, focusing on large-size high-efficiency heterojunction battery and component production [6] - Company successfully delivered the first batch of "light conversion film" for perovskite stacked components, marking a commercial application milestone [6] Group 4: Retail and Consumer Goods - Company is a leading retail enterprise in Hohhot, with stores in Shenzhen and Chengdu designated as tax refund outlets [3] - Company is a major player in the frozen fish ball market, specializing in frozen fish paste and meat products [3] - Company is the largest department store chain in Guangzhou, actively developing customized products [3] Group 5: Aerospace and Defense - Company invests 30 million to acquire a stake in a satellite core component firm, enhancing its layout in satellite internet key components [4] - Company is a leading manufacturer of small solid rockets, with ongoing test operations for drone projects [4] - Company delivers aerospace-grade microwave and millimeter-wave components to major state-owned enterprises [4]
乐凯胶片跌2.08%,成交额2.31亿元,主力资金净流出1688.96万元
Xin Lang Cai Jing· 2025-11-20 03:34
Core Viewpoint - LeKai Film's stock price has experienced fluctuations, with a recent decline of 2.08%, while the company has seen a year-to-date increase of 21.55% in stock price [1][2]. Financial Performance - For the period from January to September 2025, LeKai Film reported a revenue of 960 million yuan, representing a year-on-year decrease of 12.69% [2]. - The company recorded a net profit attributable to shareholders of -86.38 million yuan, a decline of 50.60% compared to the previous year [2]. Stock Market Activity - As of November 20, LeKai Film's stock was trading at 8.01 yuan per share, with a total market capitalization of 4.432 billion yuan [1]. - The trading volume on November 20 was 231 million yuan, with a turnover rate of 5.14% [1]. - The net outflow of main funds was 16.89 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of September 30, the number of shareholders for LeKai Film was 23,800, a decrease of 9.45% from the previous period [2]. - The average number of circulating shares per shareholder increased by 10.44% to 23,252 shares [2]. Dividend Distribution - Since its A-share listing, LeKai Film has distributed a total of 728 million yuan in dividends, with 11.62 million yuan distributed over the past three years [3]. Business Overview - LeKai Film, established on January 16, 1998, specializes in imaging materials and new energy materials, with key products including solar cell backsheets, medical dry films, industrial radiography films, color photographic paper, and lithium-ion battery separators [1]. - The revenue composition of the company includes color photographic paper (37.70%), medical products (29.97%), TAC film (17.98%), and other products [1].
福斯特跌2.06%,成交额1.85亿元,主力资金净流出876.21万元
Xin Lang Cai Jing· 2025-11-18 03:18
Core Viewpoint - Foster's stock price has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 4.47%, indicating volatility in the market [1] Financial Performance - For the period from January to September 2025, Foster reported a revenue of 11.788 billion yuan, a year-on-year decrease of 22.32%, and a net profit attributable to shareholders of 688 million yuan, down 45.34% compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 3.669 billion yuan, with 1.361 billion yuan distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.54% to 64,900, with an average of 40,208 circulating shares per person, an increase of 10.55% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 70.465 million shares, a decrease of 25.378 million shares from the previous period [3] Market Activity - The stock has seen significant trading activity, with a total transaction volume of 185 million yuan and a turnover rate of 0.46% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 1.4 billion yuan on July 29 [1]
福斯特涨2.08%,成交额2.23亿元,主力资金净流入580.89万元
Xin Lang Cai Jing· 2025-11-10 02:14
Group 1 - The core viewpoint of the news is that Foster has shown a positive stock performance with a year-to-date increase of 14.79% and a recent rise of 2.08% in intraday trading, indicating strong market interest and activity [1] - As of September 30, 2025, Foster's main business revenue composition includes photovoltaic film at 90.65%, photosensitive dry film at 4.08%, and photovoltaic backplane at 2.20%, highlighting its focus on solar energy materials [2] - The company has experienced a decline in revenue and net profit for the first nine months of 2025, with revenue at 11.788 billion yuan, down 22.32% year-on-year, and net profit at 688 million yuan, down 45.34% year-on-year [2] Group 2 - Foster has distributed a total of 3.669 billion yuan in dividends since its A-share listing, with 1.361 billion yuan distributed in the last three years, reflecting a commitment to returning value to shareholders [3] - As of September 30, 2025, the number of shareholders decreased by 9.54% to 64,900, while the average circulating shares per person increased by 10.55% to 40,208 shares, indicating changes in shareholder structure [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 70.465 million shares, a decrease of 25.378 million shares from the previous period [3]
福斯特涨2.01%,成交额2.79亿元,主力资金净流入1372.02万元
Xin Lang Zheng Quan· 2025-11-05 05:22
Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Foster, indicating a positive trend in stock price and trading volume [1] - As of November 5, Foster's stock price increased by 2.01% to 16.24 CNY per share, with a total market capitalization of 42.366 billion CNY [1] - Year-to-date, Foster's stock has risen by 11.69%, with a 3.05% increase over the last five trading days and a 12.00% increase over the last 60 days [1] Group 2 - Foster's main business includes the research, production, and sales of solar cell encapsulants, polyamide hot-melt adhesive films, and solar cell backsheets, with solar cell encapsulants accounting for 90.65% of revenue [2] - For the period from January to September 2025, Foster reported operating revenue of 11.788 billion CNY, a year-on-year decrease of 22.32%, and a net profit attributable to shareholders of 688 million CNY, down 45.34% year-on-year [2] - As of September 30, 2025, the number of shareholders decreased by 9.54% to 64,900, while the average circulating shares per person increased by 10.55% to 40,208 shares [2] Group 3 - Foster has distributed a total of 3.669 billion CNY in dividends since its A-share listing, with 1.361 billion CNY distributed over the past three years [3] - The top ten circulating shareholders as of September 30, 2025, include Hong Kong Central Clearing Limited as the third-largest shareholder, holding 70.465 million shares, a decrease of 25.378 million shares from the previous period [3] - New shareholders include Huaxia Energy Innovation Stock A, which entered the top ten circulating shareholders list, holding 12.0046 million shares [3]
福斯特的前世今生:2025年三季度营收117.88亿行业第三,净利润6.68亿领先同行
Xin Lang Cai Jing· 2025-10-30 13:07
Core Viewpoint - Foster is a leading global enterprise in photovoltaic packaging materials, primarily engaged in the research, production, and sales of solar cell encapsulation films and other related products, showcasing differentiated advantages in technology and scale [1] Group 1: Business Performance - In Q3 2025, Foster achieved a revenue of 11.788 billion yuan, ranking 3rd in the industry, surpassing the industry average of 4.392 billion yuan and the median of 2.26 billion yuan [2] - The main business composition includes photovoltaic encapsulation films at 7.215 billion yuan, accounting for 90.65% of total revenue, and photosensitive dry films at 325 million yuan, accounting for 4.08% [2] - The net profit for the same period was 668 million yuan, ranking 1st in the industry, exceeding the industry average of 51.964 million yuan and the median of 20.0225 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Foster's debt-to-asset ratio was 19.74%, down from 23.52% year-on-year and significantly lower than the industry average of 49.56%, indicating strong solvency [3] - The gross profit margin for the same period was 11.09%, lower than the previous year's 15.56% but higher than the industry average of 6.43% [3] Group 3: Executive Compensation - Chairman Lin Jianhua's salary for 2024 is 753,600 yuan, a decrease of 145,800 yuan from 2023 [4] - General Manager Zhou Guangda's salary for 2024 is 785,700 yuan, down 66,200 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.54% to 64,900 [5] - The average number of circulating A-shares held per shareholder increased by 10.55% to 40,200 [5] - Notable changes among the top ten circulating shareholders include a decrease in holdings by Hong Kong Central Clearing Limited and Guangfa High-end Manufacturing Stock A [5] Group 5: Market Outlook - According to Guojin Securities, Foster's revenue for the first three quarters of 2025 was 11.788 billion yuan, with a net profit of 688 million yuan, highlighting competitive improvements in the photovoltaic encapsulation film market [5] - Pacific Securities noted that the overseas layout is showing results, with the second phase of the Thailand project contributing to increased overseas revenue [6] - The company has adjusted its profit forecasts for 2025-2027, expecting net profits of 1.09 billion, 1.82 billion, and 2.65 billion yuan respectively, maintaining a "buy" rating [6]