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潍坊开放型经济主要指标居全省第一梯队
Qi Lu Wan Bao Wang· 2025-10-10 11:38
齐鲁晚报.齐鲁壹点王佳潼王梦瑶 "传承开放基因建设更好潍坊"2024潍坊国际精准采购对接活动 10月10日,潍坊市人民政府新闻办公室召开决胜"十四五"谋篇"十五五"潍坊市推进高水平对外开放新闻发布会。记者在会上获悉,"十四五"以来,潍坊主 动服务和融入新发展格局,开放型经济主要指标稳居全省第一梯队,与苏州、深圳、成都等10市共同荣获国务院"推动外贸稳定和创新发展成效明显市"督 查激励,获评省推动外贸稳定和创新发展成效明显市。 开放平台扩能提级,开发区释放新活力。"十四五"以来,潍坊市新增省级开发区2家,省级以上开发区总数达17家,潍坊高新区连续两年入选国家高质量 发展百强园区,综合评价稳居全国前30、全省前3,综保区发展绩效评估连续三年居全国前10、全省第1,高新区动力装备、滨海区高端化工产业规模过千 亿,诸城汽车、坊子智能农机、临朐铝型材、保税区高端VR等生产规模全国领先,百亿级以上产业集群发展到26个,全市省级以上开发区以不到4%的土 地面积,聚集了全市32.5%的规上工业企业、55.8%的高新技术企业,贡献了82%的进出口额、87%的利用外资。 对外贸易增势强劲,进出口实现新跨越。"十四五"以来,潍坊市 ...
中金岭南涨2.10%,成交额1.90亿元,主力资金净流出1124.34万元
Xin Lang Cai Jing· 2025-09-29 02:46
9月29日,中金岭南盘中上涨2.10%,截至10:21,报5.34元/股,成交1.90亿元,换手率0.96%,总市值 199.59亿元。 中金岭南所属申万行业为:有色金属-工业金属-铅锌。所属概念板块包括:有色锌、小金属、稀缺资 源、金属铅、黄金股等。 截至6月30日,中金岭南股东户数12.76万,较上期减少0.05%;人均流通股29283股,较上期增加 0.05%。2025年1月-6月,中金岭南实现营业收入311.13亿元,同比增长1.54%;归母净利润5.59亿元,同 比增长3.12%。 分红方面,中金岭南A股上市后累计派现43.89亿元。近三年,累计派现9.08亿元。 机构持仓方面,截止2025年6月30日,中金岭南十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股3956.13万股,相比上期减少3916.84万股。南方中证500ETF(510500)位居第五大流通股 东,持股3877.58万股,相比上期增加533.54万股。广发聚丰混合A(270005)退出十大流通股东之列。 责任编辑:小浪快报 资金流向方面,主力资金净流出1124.34万元,特大单买入1312.30万元,占比6.92%, ...
利源股份涨2.39%,成交额1.45亿元,主力资金净流入833.19万元
Xin Lang Zheng Quan· 2025-09-24 03:11
Company Overview - Liyuan Co., Ltd. is primarily engaged in the research, production, and sales of aluminum profiles and deep processing products, with 86.37% of its main business revenue coming from self-produced aluminum profiles, 8.75% from aluminum liquid, and 4.89% from aluminum profile processing [2] Stock Performance - As of September 24, Liyuan's stock price increased by 2.39% to 2.57 CNY per share, with a trading volume of 1.45 billion CNY and a turnover rate of 1.63%, resulting in a total market capitalization of 91.23 billion CNY [1] - Year-to-date, Liyuan's stock price has risen by 60.62%, but it has experienced a decline of 6.20% over the last five trading days [2] - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on March 3 [2] Financial Performance - For the first half of 2025, Liyuan reported operating revenue of 97.79 million CNY, a year-on-year decrease of 46.66%, while the net profit attributable to shareholders was -57.70 million CNY, reflecting a year-on-year increase of 23.04% [2] - The company has distributed a total of 313 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 10, the number of Liyuan shareholders was 92,500, a decrease of 8.32% from the previous period, with an average of 38,326 circulating shares per shareholder, an increase of 9.07% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]
有色日内震荡运行:有色日报-20250922
Bao Cheng Qi Huo· 2025-09-22 09:02
Report Industry Investment Rating - Not provided in the content Core Views - **Copper**: On Friday night, Shanghai copper opened high and went higher. Today, copper prices maintained a strong shock, with a slight decline in open interest. After the Fed's September interest rate cut last week, short - term long - position closing was over. High copper prices previously led to strong downstream wait - and - see sentiment. The decline in copper prices and pre - holiday stocking demand boosted industrial restocking willingness, supporting copper prices. Technically, pay attention to the long - short game at the 80,000 mark [4]. - **Aluminum**: Today, aluminum prices fluctuated, with open interest continuously declining. After the Fed's September interest rate cut last week, short - term long - position closing was over. In September, aluminum prices generally remained high, and downstream restocking willingness was weak. As futures prices declined, the accumulation of electrolytic aluminum social inventory slowed down. Technically, Shanghai aluminum pulled back after hitting a high in March, facing significant technical pressure. Pay attention to the support of the 60 - day moving average [5]. - **Nickel**: Today, Shanghai nickel rose and then fell, with open interest continuously rising. In the morning, the main futures price reached the 122,000 mark. After the Fed's September interest rate cut last week, short - term long - position closing was over. On the industrial side, disruptions at the Indonesian mine end were positive for nickel prices, while the continuous increase in domestic nickel ore port inventory and SHFE nickel inventory was negative for nickel prices. Technically, nickel prices were still in the shock range. Pay attention to the 120,000 - 123,000 range [6]. Summary by Relevant Catalogs 1. Industry Dynamics Copper - In August 2025, China's copper enameled wire exports were 12,806 tons, a year - on - year increase of 25.82% and a month - on - month increase of 2.09%. From January to August, China's copper enameled wire exports totaled 94,935.7 tons, a cumulative year - on - year increase of 25.41% [8]. - In August 2025, China's copper clad laminate (HS code: 74102110) imports were 3,417.14 tons, a year - on - year decrease of 18.12% and a month - on - month increase of 5.68%. From January to August, the cumulative imports were 26,439.07 tons, a year - on - year decrease of 2.23%. In August, exports were 8,377.20 tons, a year - on - year increase of 4.22% and a month - on - month increase of 15.87%. From January to August, the cumulative exports were 59,867.55 tons, a year - on - year decrease of 8.85% [8]. Aluminum - In August 2025, the imports of unwrought aluminum alloy were 71,000 tons, a year - on - year decrease of 16.7% and a month - on - month increase of 2.6%. From January to August, the cumulative imports were 682,500 tons, a year - on - year decrease of 14.2%. In August, the exports were 29,100 tons, a year - on - year increase of 28.3% and a month - on - month increase of 16.7%. From January to August, the cumulative exports were 174,300 tons, a year - on - year increase of 10.7% [9]. - In August 2025, the exports of domestic aluminum profiles were 84,300 tons, a month - on - month increase of 0.17% and a year - on - year decrease of 14.94% [9]. Nickel - On September 22, the price of SMM1 electrolytic nickel was 121,300 - 124,100 yuan/ton, with an average price of 122,700 yuan/ton, a decrease of 50 yuan/ton from the previous trading day. The mainstream spot premium quotation range of Jinchuan 1 electrolytic nickel was 2,300 - 2,400 yuan/ton, with an average premium of 2,350 yuan/ton, unchanged from the previous trading day. The spot premium and discount quotation range of domestic mainstream brand electrowon nickel was - 100 - 200 yuan/ton [10]. 2. Relevant Charts Copper - Charts include copper basis, electrolytic copper domestic visible inventory (social inventory + bonded area inventory), LME copper cancelled warrant ratio, overseas copper exchange inventory, and SHFE warrant inventory [11][13][14] Aluminum - Charts include aluminum basis, aluminum monthly spread, electrolytic aluminum domestic social inventory, electrolytic aluminum overseas exchange inventory (LME + COMEX), alumina inventory, and aluminum rod inventory [22][24][26] Nickel - Charts include nickel basis, LME nickel inventory and cancelled warrant ratio, LME nickel trend, SHFE nickel monthly spread, SHFE inventory, and nickel ore port inventory [34][37][38]
罗普斯金高溢价收购开拓检测业务 资本运作提速难解增长停滞困局
Xin Lang Cai Jing· 2025-09-01 10:31
Core Viewpoint - The company, Ropsking, plans to acquire 65% of Zhongcheng Green Pulse (Hubei) Testing Co., Ltd. for 102 million yuan, aiming to enhance its inspection and testing segment and optimize its asset structure [1][2]. Company Summary - The acquisition will make Zhongcheng Green Pulse a subsidiary of Ropsking, which specializes in inspection and testing of special equipment, including pressure pipelines, pressure vessels, elevators, and lifting machinery [1]. - Ropsking's strategic move is intended to improve operational efficiency, reduce management costs, and mitigate market risks, aligning with the favorable policies in the inspection and testing industry [1]. Financial Evaluation - The valuation of Zhongcheng Green Pulse is set at 157 million yuan, reflecting a significant premium of 531.96% over its book value, which is unusual in the capital market [2]. - The target company has a profit guarantee for the next three years, with annual net profits of at least 15.42 million yuan, 15.65 million yuan, and 15.96 million yuan, totaling a minimum of 47.03 million yuan, indicating minimal growth expectations [2]. Operational Challenges - Ropsking faces pressure on its own performance, with stagnant revenue and a slight decline in net profit for the first half of 2025 [2][3]. - The company reported a negative cash flow of 99 million yuan in the first half of 2024, a significant drop from a positive cash flow of 55 million yuan in the same period of 2023, alongside an increase in accounts receivable turnover days from 29 days in 2018 to 192 days in 2024 [2][3]. Strategic Transition - The acquisition is viewed as a critical step in Ropsking's transition from a traditional aluminum profile manufacturer to a dual-driven strategy of "materials + testing" [3]. - Recent asset restructuring activities include the sale of stakes in two subsidiaries for a total of 65.07 million yuan, indicating a shift in focus [3].
南山铝业跌2.22%,成交额9.29亿元,主力资金净流出6057.82万元
Xin Lang Zheng Quan· 2025-09-01 04:22
Core Viewpoint - Nanshan Aluminum experienced a stock price decline of 2.22% on September 1, with a current price of 3.97 CNY per share and a total market capitalization of 46.106 billion CNY [1] Financial Performance - For the first half of 2025, Nanshan Aluminum reported a revenue of 17.274 billion CNY, representing a year-on-year growth of 10.25%, and a net profit attributable to shareholders of 2.625 billion CNY, which is a 19.95% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 9.565 billion CNY, with 3.844 billion CNY distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 7.76% to 165,500, while the average circulating shares per person increased by 8.41% to 70,175 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 749 million shares, an increase of 10.976 million shares from the previous period [3]
中金岭南:上半年业绩稳步增长,广晟控股集团拟增资不超过15亿元
Core Viewpoint - The company reported a slight increase in revenue and net profit for the first half of 2025, indicating resilience amid challenging market conditions in the non-ferrous metals sector [1]. Group 1: Financial Performance - In the first half of 2025, the company achieved an operating income of 31.089 billion yuan, a year-on-year increase of 1.54% [1]. - The net profit attributable to shareholders was 559 million yuan, reflecting a year-on-year growth of 3.12% [1]. Group 2: Production and Operations - The company faced challenges such as tight supply of lead, zinc, and copper concentrates, and declining processing fees for smelting enterprises, prompting a series of cost-reduction and efficiency-enhancement initiatives [2]. - The production of lead and zinc metal from mining enterprises reached 125,400 tons, with domestic mining enterprises contributing 76,000 tons [2]. - The smelting enterprises produced a total of 447,800 tons of copper, lead, and zinc products, including 240,200 tons of cathode copper and 207,600 tons of lead and zinc products [2]. - Additional production figures included 100,250 tons of industrial sulfuric acid, 16,400 tons of sulfur, 56 tons of silver, 34 kilograms of gold, 8,170 tons of gallium, and 7,840 tons of germanium concentrate [2]. Group 3: Strategic Initiatives - To support long-term stable development, the company plans to issue non-public shares to its controlling shareholder, Guangsheng Holdings Group, to raise up to 1.5 billion yuan, which will be used to supplement working capital and repay bank loans [3]. - The financial support from Guangsheng Holdings Group is expected to help reduce the company's debt-to-asset ratio and alleviate working capital pressures, thereby optimizing its business layout in the lead, zinc, and copper industry [3].
南山铝业:关停12万吨/年铝型材产能 优化资源配置聚焦高附加值领域
Mei Ri Jing Ji Xin Wen· 2025-08-28 09:00
Core Viewpoint - Nanshan Aluminum (600219.SH) announced plans to shut down part of its aluminum profile production capacity, specifically around 120,000 tons per year, to optimize resource allocation and focus on high-value-added industries, promoting high-quality development transformation [1] Summary by Relevant Sections - **Production Capacity** - The company currently has an aluminum profile production capacity of 320,000 tons per year - The planned shutdown will affect approximately 120,000 tons per year of this capacity [1] - **Utilization and Sales Impact** - The affected production equipment was put into operation between 2002 and 2012 - The capacity utilization rate of the equipment is about 59% - The expected sales volume for the year 2024 is around 70,000 tons, contributing approximately 4% to the company's total revenue [1] - **Equipment Disposal** - The equipment being shut down will be disposed of through public bidding - Some auxiliary equipment will be dismantled and preserved for use as spare parts [1]
国网河南巩义市供电公司:高温下的坚守 为企业提供充足电能
Core Viewpoint - The article highlights the critical role of stable electricity supply for aluminum processing companies in Gongyi City, especially during the summer heat, as they operate continuously to meet rising electricity demands [3][7]. Group 1: Electricity Supply and Demand - Gongyi City is a significant aluminum processing industrial base in China, with numerous companies requiring high stability and continuity in electricity supply due to their 24-hour operations [3]. - The summer heat has led to increased electricity load as cooling and production equipment operate at high capacity, posing challenges for electricity supply [3][7]. Group 2: Customized Electricity Solutions - State Grid Henan Gongyi Power Supply Company has tailored electricity supply plans for companies like Mingtai Aluminum, based on detailed understanding of their key equipment's electricity parameters and production processes [3][4]. - The company provides comprehensive "nanny-style" services, including on-site inspections and maintenance of internal electrical equipment, to enhance the safety and efficiency of electricity use [4][5]. Group 3: Commitment to Customer Service - The power supply company focuses on improving the "happiness index" of customers by offering safety training and optimizing electricity usage based on production plans [4][7]. - The company emphasizes collaboration with enterprises to ensure safe electricity supply during critical periods, contributing to the high-quality development of the local economy [7].
利源股份8月26日获融资买入602.93万元,融资余额1.12亿元
Xin Lang Zheng Quan· 2025-08-27 02:13
Group 1 - The core viewpoint of the news is that Liyuan Co., Ltd. is experiencing significant fluctuations in its stock performance and financing activities, indicating potential challenges in its financial health [1][2] - On August 26, Liyuan's stock price fell by 0.82%, with a trading volume of 213 million yuan, and the net financing buy was negative at 215.40 million yuan [1] - As of August 26, the total margin balance for Liyuan was 112 million yuan, which accounts for 1.31% of its circulating market value, indicating a high level of financing activity compared to the past year [1] Group 2 - For the first half of 2025, Liyuan reported an operating income of 97.79 million yuan, a year-on-year decrease of 46.66%, while the net profit attributable to shareholders was -57.70 million yuan, showing a year-on-year increase of 23.04% [2] - The company has cumulatively distributed 313 million yuan in dividends since its A-share listing, but has not distributed any dividends in the past three years [2] - As of August 8, the number of shareholders for Liyuan was 98,000, a slight decrease of 0.19%, while the average circulating shares per person increased by 0.19% to 36,203 shares [2]