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力诺药包股价涨5.1%,圆信永丰基金旗下1只基金位居十大流通股东,持有162万股浮盈赚取142.56万元
Xin Lang Cai Jing· 2026-02-24 05:50
2月24日,力诺药包涨5.1%,截至发稿,报18.12元/股,成交1.07亿元,换手率2.48%,总市值44.08亿 元。 资料显示,山东力诺医药包装股份有限公司位于山东省济南市商河县玉皇庙镇政府驻地,成立日期2002 年3月1日,上市日期2021年11月11日,公司主营业务涉及特种玻璃的研发、生产及销售,致力于硼硅玻 璃的开发和应用。主营业务收入构成为:耐热玻璃57.02%,药用玻璃40.74%,材料销售及其他2.24%。 从力诺药包十大流通股东角度 数据显示,圆信永丰基金旗下1只基金重仓力诺药包。圆信永丰聚优A(010469)四季度减持7.74万股, 持有股数117.76万股,占基金净值比例为2.99%,位居第九大重仓股。根据测算,今日浮盈赚取约 103.63万元。 圆信永丰聚优A(010469)成立日期2021年4月16日,最新规模4.4亿。今年以来收益6.25%,同类排名 2020/5580;近一年收益34.56%,同类排名1837/4297;成立以来收益32.78%。 圆信永丰聚优A(010469)基金经理为肖世源。 截至发稿,肖世源累计任职时间8年251天,现任基金资产总规模20.69亿元,任职期 ...
旗滨集团:公司2025年业绩预增主要系两方面因素影响
Zheng Quan Ri Bao Wang· 2026-02-12 11:44
Core Viewpoint - The company anticipates a profit increase in 2025 due to two main factors: challenges in the main business and non-recurring gains from asset disposal [1] Group 1: Main Business Performance - The company's main business is under pressure due to a sluggish real estate market, leading to decreased prices and profit margins for float glass products [1] - The pharmaceutical glass and electronic glass segments have not met expectations, and the company plans to recognize an asset impairment provision of 370 million yuan for 2025 [1] - The photovoltaic glass business is expected to turn profitable in the second half of the year, benefiting from industry policy guidance, alleviated supply-demand conflicts, and improvements in capacity optimization and cost control [1] Group 2: Non-Recurring Gains - The disposal of assets at the Taoyan plant by a subsidiary is projected to increase net profit by 442 million yuan, which is a significant contributor to the anticipated profit increase [1] Group 3: Strategic Measures - The company is implementing several measures to address challenges such as pressure on the main business and difficulties in industry receivables [1] - Focus is being placed on core businesses like photovoltaic glass and high-quality float glass, with efforts to enhance profitability through capacity optimization, cost control, and expansion into overseas markets [1] - A special team has been established to manage accounts receivable, optimize customer credit rating systems, and reduce bad debt risks from the source [1] - Continuous improvement of the internal control management system is being pursued to enhance collaboration across business segments and improve risk prediction and response capabilities [1]
每周股票复盘:旗滨集团(601636)2025年净利预增43.76%
Sou Hu Cai Jing· 2026-01-31 17:59
截至2026年1月30日收盘,旗滨集团(601636)报收于7.01元,较上周的6.95元上涨0.86%。本周,旗滨 集团1月29日盘中最高价报7.34元。1月30日盘中最低价报6.78元。旗滨集团当前最新总市值207.4亿元, 在玻璃玻纤板块市值排名6/16,在两市A股市值排名1020/5184。 本周关注点 业绩披露要点 公司使用闲置自有资金进行委托理财,本次投资金额118,000万元,涉及12笔银行理财产品,产品类型 为保本浮动收益型结构性存款,期限在25至52天之间,受托方包括中国光大银行、浦发银行、中国银 行、交通银行等。资金来源为自有资金,不影响公司正常经营。截至2026年1月27日,最近十二个月累 计委托理财金额904,800万元,已收回786,800万元,尚未收回本金余额118,000万元。理财额度经董事会 及股东大会审议通过,单日最高余额不超过20亿元。 公司制定并发布了《株洲旗滨集团股份有限公司套期保值管理制度(2026年1月修订)》,明确仅以规 避原材料、产成品价格波动风险为目的,开展与生产经营相关的纯碱、白银、锡、铂金、玻璃等品种的 期货套期保值业务。制度规定不得进行投机交易,资金来源 ...
株洲旗滨集团股份有限公司关于2025年度拟计提资产减值准备的公告
Shang Hai Zheng Quan Bao· 2026-01-29 20:19
证券代码:601636 证券简称:旗滨集团 公告编号:2026-007 株洲旗滨集团股份有限公司 关于2025年度拟计提资产减值准备的公告 根据减值测试结果,公司2025年拟计提的各类资产减值金额共计37,014万元,预计影响公司合并报表净 利润减少32,257万元,影响合并报表归属母公司净利润减少31,346万元。具体情况如下: (一)计提信用减值损失 根据《企业会计准则第22号一一金融工具确认和计量》(财会〔2017〕7号)以及公司会计政策的规 定,公司以预期信用损失为基础,对应收账款、应收票据、其他应收款等进行了分析和评估并相应计提 减值准备。2025年,公司拟计提信用减值损失2,158万元,影响公司合并报表净利润减少1,766万元。 (二)计提资产减值准备 根据《企业会计准则第8号一一资产减值》以及公司会计政策的规定,公司需对存在减值迹象的资产计 提减值准备。2025年,公司拟计提的各类资产减值合计金额为34,856万元,影响公司合并报表净利润减 少30,491万元。 1、存货跌价准备 2025年,公司主业相关行业持续调整,导致玻璃行业供需关系失衡,市场竞争加剧,产品价格持续下 降。报告期末,经全面清 ...
旗滨集团:2025年全年净利润同比预增43.76%—75.12%
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 09:32
Core Viewpoint - The company expects a significant increase in net profit for 2025, while the adjusted net profit is projected to decline sharply due to industry challenges and asset impairment [1] Group 1: Profit Projections - The company anticipates a net profit attributable to shareholders of 550 million to 670 million yuan for 2025, representing a year-on-year increase of 43.76% to 75.12% [1] - The adjusted net profit, excluding non-recurring gains and losses, is expected to be between 85 million and 125 million yuan, reflecting a year-on-year decrease of 56.69% to 70.55% [1] Group 2: Main Business Impact - The overall downturn in the industry has significantly impacted the company's main business profitability, particularly in the architectural glass sector, which is suffering from a prolonged slump in the real estate market [1] - The photovoltaic glass sector is characterized by a temporary supply-demand imbalance and overall oversupply, although market conditions are expected to improve in the second half of the year due to new industry policies [1] - The company has successfully turned around its photovoltaic glass business by optimizing capacity and controlling costs while expanding into overseas markets [1] Group 3: Non-Operating Gains and Losses - The company completed the asset disposal of its subsidiaries, which is expected to add approximately 442 million yuan to net profit, providing financial support amid industry fluctuations [1] - The asset disposal is classified as a non-recurring gain, which helps to enhance cash flow and optimize the balance sheet [1] Group 4: Accounting Treatment - The accounting treatment is not expected to have a significant impact on the company's profit projections [1]
主营产品价格下跌 安彩高科预计2025年亏损6.4亿元至7.4亿元
Zheng Quan Ri Bao Wang· 2026-01-23 13:45
公开资料显示,安彩高科公司主营业务包括光伏玻璃、浮法玻璃、药用玻璃和天然气业务。 对于2025年预亏的主要原因,安彩高科表示,一是光伏玻璃产能阶段性供需错配,光伏玻璃产品价格同比大幅下降,公司 光伏玻璃业务毛利率下滑;二是受房地产市场影响,浮法玻璃产品售价大幅下跌,公司浮法业务亏损扩大;三是受子公司盈利 预期下调影响,基于谨慎性原则,公司对存在减值迹象的资产计提减值准备。 财报显示,2023年和2024年,安彩高科实现归属于上市公司股东的净利润分别亏损1928.7万元和3.54亿元。近三年合计亏 损超10亿元。 本报讯 (记者肖艳青)1月23日晚间,河南安彩高科股份有限公司(以下简称"安彩高科")发布2025年年度业绩预亏公 告,至此公司已连续三年业绩亏损。 公告显示,安彩高科预计2025年实现归属于上市公司股东的净利润亏损6.4亿元至7.4亿元,扣非净利润亏损6.6亿元至7.6亿 元,均同比亏损扩大。 (编辑 何帆) ...
力诺药包1月22日获融资买入2023.35万元,融资余额1.94亿元
Xin Lang Cai Jing· 2026-01-23 01:29
1月22日,力诺药包涨1.58%,成交额9504.39万元。两融数据显示,当日力诺药包获融资买入额2023.35 万元,融资偿还803.63万元,融资净买入1219.72万元。截至1月22日,力诺药包融资融券余额合计1.95 亿元。 融资方面,力诺药包当日融资买入2023.35万元。当前融资余额1.94亿元,占流通市值的4.36%,融资余 额超过近一年80%分位水平,处于高位。 融券方面,力诺药包1月22日融券偿还0.00股,融券卖出100.00股,按当日收盘价计算,卖出金额 1865.00元;融券余量1.21万股,融券余额22.57万元,超过近一年90%分位水平,处于高位。 资料显示,山东力诺医药包装股份有限公司位于山东省济南市商河县玉皇庙镇政府驻地,成立日期2002 年3月1日,上市日期2021年11月11日,公司主营业务涉及特种玻璃的研发、生产及销售,致力于硼硅玻 璃的开发和应用。主营业务收入构成为:耐热玻璃57.02%,药用玻璃40.74%,材料销售及其他2.24%。 截至9月30日,力诺药包股东户数1.76万,较上期增加58.60%;人均流通股13571股,较上期减少 36.94%。2025年1月- ...
安彩高科2025年业绩预亏
Zheng Quan Ri Bao· 2026-01-11 11:05
本报讯 1月11日晚间,河南安彩高科股份有限公司(以下简称"安彩高科")公告称,公司预计2025年度 归属于上市公司股东的净利润为负值,公司2025年度经营业绩将出现亏损。 公开资料显示,安彩高科主营业务包括光伏玻璃、浮法玻璃、药用玻璃和天然气业务。 2025年三季报显示,安彩高科去年前三季度实现归属于上市公司股东的净利润亏损3.58亿元。事实上, 安彩高科自从2023年起便处于亏损状态。 (文章来源:证券日报) 对于亏损的原因,安彩高科表示,2025年度公司业绩出现亏损,主要受行业周期波动、市场环境变化等 因素影响。 ...
力诺药包涨2.11%,成交额5895.11万元,主力资金净流入404.68万元
Xin Lang Cai Jing· 2025-12-29 06:21
Core Viewpoint - Linuo Pharmaceutical Packaging Co., Ltd. has experienced fluctuations in stock performance and financial metrics, with a notable increase in stock price year-to-date, but a decline in revenue and net profit for the first nine months of 2025 [1][2]. Financial Performance - As of September 30, 2025, Linuo Pharmaceutical reported a revenue of 721 million yuan, a year-on-year decrease of 13.22% [2]. - The net profit attributable to shareholders for the same period was 50.88 million yuan, reflecting a year-on-year decline of 27.80% [2]. - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 92.18 million yuan distributed over the past three years [3]. Stock Market Activity - On December 29, Linuo Pharmaceutical's stock rose by 2.11%, reaching 17.90 yuan per share, with a trading volume of 58.95 million yuan and a turnover rate of 1.40% [1]. - The company's market capitalization stands at 4.279 billion yuan [1]. - Year-to-date, the stock price has increased by 19.95%, with a 1.94% rise over the last five trading days, 5.05% over the last 20 days, and 3.71% over the last 60 days [1]. Shareholder Composition - The number of shareholders increased to 17,600 as of September 30, 2025, marking a 58.60% rise from the previous period [2]. - The average number of tradable shares per shareholder decreased by 36.94% to 13,571 shares [2]. - New institutional shareholders include Rongtong Health Industry Flexible Allocation Mixed Fund and Green High Dividend Preferred Mixed Fund, among others [3].
力诺药包12月23日获融资买入374.21万元,融资余额1.51亿元
Xin Lang Cai Jing· 2025-12-24 01:36
12月23日,力诺药包跌1.48%,成交额4177.78万元。两融数据显示,当日力诺药包获融资买入额374.21 万元,融资偿还618.84万元,融资净买入-244.63万元。截至12月23日,力诺药包融资融券余额合计1.51 亿元。 融资方面,力诺药包当日融资买入374.21万元。当前融资余额1.51亿元,占流通市值的3.65%,融资余 额超过近一年70%分位水平,处于较高位。 截至9月30日,力诺药包股东户数1.76万,较上期增加58.60%;人均流通股13571股,较上期减少 36.94%。2025年1月-9月,力诺药包实现营业收入7.21亿元,同比减少13.22%;归母净利润5088.23万 元,同比减少27.80%。 分红方面,力诺药包A股上市后累计派现1.39亿元。近三年,累计派现9217.77万元。 机构持仓方面,截止2025年9月30日,力诺药包十大流通股东中,融通健康产业灵活配置混合A/B (000727)位居第六大流通股东,持股380.00万股,为新进股东。格林高股息优选混合A(015289)位 居第七大流通股东,持股314.33万股,为新进股东。圆信永丰医药健康A(006274)位居第十 ...