资料显示，江苏法尔胜股份有限公司位于江苏省江阴市澄江中路165号，成立日期1993年6月30日，上市 日期1999年1月19日，公司主营业务涉及生产、销售多种用途、不同规格的钢丝、钢丝绳产品。主营业 务收入构成为：金属制品86.14%，环保业务13.86%。 法尔胜所属申万行业为：环保-环保设备Ⅱ-环保设备Ⅲ。所属概念板块包括：光纤光缆、节能环保、超 导概念、5G、QFII持股等。 截至9月10日，法尔胜股东户数3.21万，较上期增加0.04%；人均流通股13067股，较上期减少0.04%。 2025年1月-6月，法尔胜实现营业收入1.28亿元，同比减少34.21%；归母净利润-1503.49万元，同比增长 37.80%。 9月30日，法尔胜盘中下跌2.19%，截至10:03，报4.46元/股，成交7730.51万元，换手率4.07%，总市值 18.71亿元。 资金流向方面，主力资金净流出500.17万元，特大单买入0.00元，占比0.00%，卖出496.56万元，占比 6.42%；大单买入1689.59万元，占比21.86%，卖出1693.20万元，占比21.90%。 法尔胜今年以来股价涨40.69%，近5 ...

9月30日，银龙股份涨5.08%，截至发稿，报10.76元/股，成交1.20亿元，换手率1.35%，总市值92.25亿 元。 资料显示，天津银龙预应力材料股份有限公司位于天津市北辰区双源工业区双江道62号，成立日期1998 年3月17日，上市日期2015年2月27日，公司主营业务涉及预应力混凝土用钢材、轨道板及装备的研发、 生产与销售。主营业务收入构成为：钢丝43.28%，钢绞线34.93%，轨道交通用混凝土制品销售及配套 服务14.45%，其他5.56%，钢材、板材等1.41%，钢棒0.37%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓银龙股份。国联钢铁A（168203）二季度持有股数73.58万股，占 基金净值比例为3.32%，位居第七大重仓股。根据测算，今日浮盈赚取约38.26万元。 国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益19.27%，同类排名 2873/4220；近一年收益26.96%，同类排名2475/3846；成立以来亏损45.09%。 国联钢铁A（168203）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职时间6年63天，现任基 ...

Group 1: Company Overview - Fuxing Co., Ltd. was successfully listed on the Shenzhen Stock Exchange in June 1999 and has since implemented significant product innovation and industrial transformation strategies [2] - The company has transitioned from conventional metal products to high-end steel cord products, becoming a key manufacturing base for metal wire products in China [2] - Fuxing's major shareholder, Fuxing Group Holdings Co., Ltd., holds a 20.56% stake and has consistently increased its shareholding without any reductions [2] Group 2: Financial Performance - In the first half of 2025, the company achieved an operating revenue of 7.33 billion yuan, with real estate contributing 2.10 billion yuan from a settlement area of 2.17 million square meters [2] - Real estate sales area increased by 27.71% year-on-year, with sales revenue rising by 49.94% compared to the previous year [2] - The company's operating cash flow net amount reached 6.84 billion yuan, marking a 273.01% increase from the same period last year [3] Group 3: Future Development Plans - In April 2025, the company launched a "Valuation Enhancement Plan" aimed at optimizing asset structure and business layout while solidifying core operations [3] - The company is actively seeking acquisition opportunities that align with its industrial upgrade and transformation needs, although these developments carry significant uncertainty [3]

Core Viewpoint - Qingdao Double Star (000599.SZ) provided a detailed explanation regarding the apparent contradiction of rising raw material procurement prices in 2024 while experiencing a decrease in unit direct material costs in response to the CSRC's inquiry letter [1] Group 1: Raw Material Price Changes - In 2024, the procurement prices for natural rubber and synthetic rubber from Kumho Tire increased by 29.08% and 13.99% year-on-year, respectively [1] - Despite the increase in rubber prices, the unit direct material cost decreased by 5.93% [1] Group 2: Factors Influencing Cost Changes - The decrease in unit direct material costs is influenced by three main factors: 1. The decline in prices of other raw materials such as tire cord, carbon black, and steel wire, which fell by 8.42%, 2.97%, and 9.44% respectively, offsetting the impact of rising rubber prices [1] 2. The lag effect in cost transmission, where the average time from procurement to cost recognition is 3-4 months, meaning that the raw materials consumed in 2024 primarily correspond to purchases made between September 2023 and August 2024, a period with relatively moderate rubber price increases [1] 3. Exchange rate fluctuations, with the average exchange rate of the Korean won to the Chinese yuan resulting in a decrease of approximately 2.95 percentage points in unit costs when calculated in RMB [1] Group 3: Cost Accounting Practices - The company adheres strictly to enterprise accounting standards in its cost accounting system, employing a weighted average method for inventory valuation and maintaining a standardized cost aggregation process [1]

每经AI快讯，银龙股份（SH 603969，收盘价：10.45元）9月19日晚间发布公告称，公司第五届第十六 次董事会会议于2025年9月19日在天津市北辰区双源工业区双江道62号以现场参加和通讯表决相结合的 方式召开。会议审议了《关于召开公司2025年第二次临时股东会的议案》等文件。 2025年1至6月份，银龙股份的营业收入构成为：钢丝占比43.28%，钢绞线占比34.93%，轨道交通用混 凝土制品销售及配套服务占比14.45%，其他业务占比5.56%，钢轨销售占比1.41%。 截至发稿，银龙股份市值为90亿元。 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 曾健辉） ...

一根坚硬的钢绞线？#科技怪界[超话]# 如何用4根钢丝快速拧紧后制作成 0:00 ...

国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益17.6%，同类排名 2542/4222；近一年收益42.87%，同类排名2290/3798；成立以来亏损45.86%。 国联钢铁A（168203）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职时间6年44天，现任基金资产总规模12.16亿元，任职期间最佳基金回报 62.6%， 任职期间最差基金回报-19.21%。 9月11日，银龙股份涨5.06%，截至发稿，报9.75元/股，成交1.60亿元，换手率2.00%，总市值83.59亿 元。 资料显示，天津银龙预应力材料股份有限公司位于天津市北辰区双源工业区双江道62号，成立日期1998 年3月17日，上市日期2015年2月27日，公司主营业务涉及预应力混凝土用钢材、轨道板及装备的研发、 生产与销售。主营业务收入构成为：钢丝43.28%，钢绞线34.93%，轨道交通用混凝土制品销售及配套 服务14.45%，其他5.56%，钢材、板材等1.41%，钢棒0.37%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓银龙股份。国联钢铁A（168203）二季度持有股数73.5 ...

Group 1: Company Overview - Fuxing Co., Ltd. was successfully listed on the Shenzhen Stock Exchange in June 1999, transitioning from conventional metal products to high-end steel cord products, including radial tire steel cords and steel wires, becoming a key manufacturing base in China for metal wire products [2] - The company established a real estate development subsidiary, Fuxing Huiyu, in January 2001, seizing opportunities from the 2004 urban renewal policies in Wuhan, and has become a leading enterprise in urban renewal in Hubei Province [2] - The controlling shareholder, Fuxing Group Holdings Co., Ltd., holds a 20.56% stake and has consistently supported the company's development without reducing its shareholding [2] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 733 million CNY, with real estate contributing 217,000 square meters in settlement area and a revenue of 1.0 billion CNY, while sales area increased by 27.71% year-on-year [3] - The metal products segment generated a revenue of 420 million CNY, and the net cash flow from operating activities reached 684 million CNY, marking a 273.01% increase year-on-year [3] - The hot-selling property "Fuxing Huiyu·Boya Mansion" achieved sales exceeding 1.5 billion CNY in the first half of the year, ranking third in Wuhan's TPO [3] Group 3: Future Development Plans - In April 2025, the company launched a "Valuation Enhancement Plan" aimed at optimizing asset structure and business layout while solidifying core operations [3] - The company is actively seeking capital operation opportunities and focusing on sectors such as semiconductor equipment, chip manufacturing, high-end manufacturing, domestic equipment replacement, and new energy materials [3]

（文章来源：每日经济新闻） 法尔胜（000890.SZ）9月4日在投资者互动平台表示，投资者您好，公司生产的钢丝主要应用于汽车座 椅骨架、输送带、胶管等工业领域，不涉及桥梁和机器人等领域。 每经AI快讯，有投资者在投资者互动平台提问：您好董秘：请问贵公司是否中标了狮子桥工程项目？ 如果有是否会公告其中细节？公司对未来发展方向是否会紧跟时代步伐，开发以及应用人形机器人等高 科技领域方向发展？ ...

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） 每经AI快讯，贵绳股份（SH 600992，收盘价：15.47元）8月26日晚间发布公告称，公司第九届第二次 董事会会议于2025年8月26日在贵州钢绳股份有限公司召开。会议审议了《公司2025年半年度报告及摘 要》等文件。 2025年1至6月份，贵绳股份的营业收入构成为：钢绳占比48.27%，钢绞线占比26.87%，钢丝占比 22.88%，其他业务占比1.39%，受托加工物资占比0.31%。 截至发稿，贵绳股份市值为38亿元。 ...