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YALING
YALING
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2021-07-24
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YALING
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2021-07-23
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YALING
YALING
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2021-07-22
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YALING
YALING
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2021-07-19
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太强了!逾20家A股公司上修上半年业绩预期!
要么主业好,要么投资强。据上证报资讯统计,6月份至今已有立昂微、未名医药、合肥城建、雪迪龙、天齐锂业、赣锋锂业、鸿博股份、藏格控股、浩物股份、雪峰科技等逾20家A股公司上修了今年半年报预增幅度。 此外
太强了!逾20家A股公司上修上半年业绩预期!
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YALING
YALING
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2021-07-17
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YALING
YALING
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2021-07-16
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YALING
YALING
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2021-07-15
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YALING
YALING
·
2021-07-10
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中概教育股集体拉升,好未来涨12%、掌门教育涨15%
周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。 消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条
中概教育股集体拉升,好未来涨12%、掌门教育涨15%
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YALING
YALING
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2021-07-09
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YALING
YALING
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2021-07-07
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class=\"title\">\n太强了!逾20家A股公司上修上半年业绩预期!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 15:12 北京时间 <a href=https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要么主业好,要么投资强。据上证报资讯统计,6月份至今已有立昂微、未名医药、合肥城建、雪迪龙、天齐锂业、赣锋锂业、鸿博股份、藏格控股、浩物股份、雪峰科技等逾20家A股公司上修了今年半年报预增幅度。\n此外,东鹏特饮、气派科技、电气风电、纳微科技等“股市新兵”则公告称,最新预计半年度业绩将高于招股书披露时预告的半年报业绩。\n\n从公告来看,处于化工、钢铁、锂产业链等高景气度赛道,主业表现超预期成为多数公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133530572","content_text":"要么主业好,要么投资强。据上证报资讯统计,6月份至今已有立昂微、未名医药、合肥城建、雪迪龙、天齐锂业、赣锋锂业、鸿博股份、藏格控股、浩物股份、雪峰科技等逾20家A股公司上修了今年半年报预增幅度。\n此外,东鹏特饮、气派科技、电气风电、纳微科技等“股市新兵”则公告称,最新预计半年度业绩将高于招股书披露时预告的半年报业绩。\n\n从公告来看,处于化工、钢铁、锂产业链等高景气度赛道,主业表现超预期成为多数公司上修业绩的主因。另外,旅游等去年受疫情影响较大的企业,因在今年逐步恢复,带动企业扭亏为盈。柘中股份、明牌珠宝等则因股权投资有所斩获,也大幅上修业绩预告。\n行业高景气\n锂产业链、化工等表现抢眼\n7月14日晚,赣锋锂业、天齐锂业两大锂产业链公司同时上修半年报预增幅度。\n赣锋锂业从此前预盈8亿元至12亿元,上修至预盈13亿元至16亿元,同比大增730.75%至922.46%。天齐锂业则从此前预计亏损1.3亿元至2.5亿元,调整为预盈7800万元至1.16亿元,同比扭亏为盈。\n\n 图片来源:东方财富\n对于上半年业绩“超预期”的原因,拥有五大类逾40种锂化合物及金属锂产品生产能力的赣锋锂业在公告中直言“产品售价超预期”。\n今年以来,得益于公司产品产销两旺,且销售均价同比上涨,赣锋锂业净利润增长迅速。第一季度,公司实现营收16.07亿元,同比增长48.94%;实现净利润4.76亿元,同比大增6046.30%。得益于产品售价超预期,且公司持有的Pilbara等金融资产公允价值增长,赣锋锂业上修半年度业绩至预盈13亿元至16亿元。\n再看天齐锂业,作为以锂为核心的新能源材料企业,公司拥有合计约4.48万吨/年的锂化工产品产能。此外,还有4.8万吨/年氢氧化锂、2万吨/年电池级碳酸锂的在建项目,中期锂化工产品规划产能合计超过11万吨/年。\n2021年第一季度,天齐锂业实现营收9.04亿元,同比微降6.63%。彼时,天齐锂业在一季报中表示,在不考虑因SQM股价变动对领式期权公允价值波动等,无法合理预计的非经营性活动带来的影响背景下,预计上半年将亏损1.3亿元至2.5亿元。\n最新的半年度业绩预告修正公告显示,因SQM股价变动,公司持有的SQM的B类股领式期权业务产生的公允价值变动收益较预计增加,且公司主要锂化合物产品销量和销售均价预计增长,公司上修上半年净利润为预盈7800万元至1.16亿元,同比扭亏为盈。\n\n图片来源:国联证券研报\n“公司所处行业细分领域市场景气度不断提升,市场需求旺盛,公司销售订单饱满,产品供不应求,公司营收同比稳步增长;衢州硅片基地产能大幅释放,综合规模效益凸显。”立昂微在业绩预增公告中直言。\n2021年一季度立昂微实现营收4.62亿元,同比增长49.21%;实现净利润7579.45万元,同比增长133.38%。\n立昂微曾在一季报中预计上半年净利润将同比增长100%以上。而公司半年度业绩预告显示,预计上半年将实现净利润2.03亿元至2.15亿元,同比增长166.37至182.11%。\n在行业景气度持续提升背景下,金浦钛业、海洋王、四川美丰、精功科技等亦上修了半年度业绩预期。金浦钛业从预盈8660.29万元至9091.15万元,修正为预盈1.10亿元至1.15亿元。\n公司称,钛白粉市场持续回暖,钛白粉销售价格较上年同期涨幅较多;公司主营产品钛白粉量价齐升,推动公司净利润同比涨幅较多。而受益于专业领域LED等新光源对传统光源的替代,以及专业市场对节能降耗需求的日益增长等,海洋王上修上半年净利润为8549.52万元至9689.45万元,同比增长50%至70%。\n主营尿素、复合肥、氮氧化物还原剂等化工产品制造与销售的四川美丰表示,行业景气度持续提升下,公司部分主营产品市场价格较上年同期出现较大增长,盈利水平同比增幅明显。据此,公司将上半年业绩从预盈6500万元至8500万元,修正为预盈1.85亿元至2.15亿元,同比增长355.71%至429.61%。\n受益于公司碳纤维生产线产品交付进程的提速,精功科技亦将上半年净利润从预盈3500万元至5000万元,修正为预盈6500万元至7500万元,同比增长774.82%至909.41%。\n此外,江苏索普、南钢股份均曾在披露一季报时预计,上半年净利润将同比增长50%以上。而得益于公司主要产品醋酸及衍生品价格持续上涨,江苏索普业绩大幅上升,上半年预计实现净利润14.8亿元至15.3亿元,同比大增173倍至179倍;受益于今年以来钢材市场产销两旺,盈利明显好转,南钢股份上半年预计实现净利润约22.61亿元,同比增长约102.67%。\n投资“超预期”\n柘中股份、明牌珠宝等收获丰\n与前述企业不同,柘中股份、明牌珠宝上半年业绩预期上调得益于公司股权投资有所斩获。\n柘中股份通过私募股权基金参与的方式,对科技、医疗、半导体、消费、新能源、新材料、节能环保、高端装备、新能源汽车、TMT等领域多家高科技企业进行了股权投资。\n\n图片来源:公司公告\n上半年,柘中股份参与投资设立的苏民投君信(上海)产业升级与科技创新股权投资合伙企业(有限合伙)所投资的皓元医药、力芯微于6月在科创板上市。按照上述公司6月30日收盘市值测算,预计对公司本报告期损益影响金额较前期业绩预告出现大幅度增加。\n据此,柘中股份将上半年业绩从预盈6000万元至8000万元,修正为预盈2亿元至2.3亿元,同比增长82倍至94倍。其中,非经常性损益预计1.4亿元至1.8亿元。\n同样因投资而“赚得盆满钵满”的还有明牌珠宝,一季报时公司曾预计上半年实现净利润3500万元至5000万元。7月1日,明牌珠宝上修上半年业绩至预盈3.5亿元至4亿元,同比增长23倍至27倍,主要由于非经常性损益项目。\n\n图片来源:公司公告\n公告显示,明牌珠宝对瑞丰银行投资按公允价值变动计入当期损益核算,影响金额约3.43亿元。据悉,明牌珠宝全资子公司明牌卡利罗,持有瑞丰银行约5863.84万股股份,瑞丰银行于今年6月25日上市。\n此外,焦点科技也将上半年业绩从预盈9000万元至1.25亿元,修正为预盈1.15亿元至1.35亿元,同比增长141.15%至183.09%。业绩增长原因方面,除营业总收入约7.1亿元,同比预增约31%外,焦点科技上半年通过集中竞价的方式累计出售润和软件452.4万股,扣税后为公司带来净利润约2251.70万元。\n藏格控股从预盈3亿元至3.8亿元,调整为预盈3.9亿元至4.3亿元,同比增长374.91% 至403.11%。业绩增长原因方面,除公司产品碳酸锂量价齐升及氯化钾售价提升,增厚营收净利外,公司长期股权投资确认投资收益2.1亿元(包含西藏巨龙铜业计提担保预期信用损失转回)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179017705,"gmtCreate":1626473561407,"gmtModify":1633926529109,"author":{"id":"3559208057459550","authorId":"3559208057459550","name":"YALING","avatar":"https://static.tigerbbs.com/6f6bb5f03ea8926a3b983ae80b170b46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559208057459550","authorIdStr":"3559208057459550"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144227814","repostId":"1117847788","repostType":4,"isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141625836,"gmtCreate":1625869949725,"gmtModify":1633936640497,"author":{"id":"3559208057459550","authorId":"3559208057459550","name":"YALING","avatar":"https://static.tigerbbs.com/6f6bb5f03ea8926a3b983ae80b170b46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559208057459550","authorIdStr":"3559208057459550"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141625836","repostId":"1111000814","repostType":4,"repost":{"id":"1111000814","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625843259,"share":"https://www.laohu8.com/m/news/1111000814?lang=&edition=full","pubTime":"2021-07-09 23:07","market":"us","language":"zh","title":"中概教育股集体拉升,好未来涨12%、掌门教育涨15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111000814","media":"老虎资讯综合","summary":"周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。\n\n消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条","content":"<p>周五,部分热门中概教育股于盘中直线拉升,截至发稿,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超15%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨6%。</p>\n<p><img src=\"https://static.tigerbbs.com/53f5d7c6b59adb40d33cc888b555beb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。</p>\n<p>《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-09 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五,部分热门中概教育股于盘中直线拉升,截至发稿,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超15%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨6%。</p>\n<p><img src=\"https://static.tigerbbs.com/53f5d7c6b59adb40d33cc888b555beb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。</p>\n<p>《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"ZME":"掌门教育","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111000814","content_text":"周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。\n\n消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。\n《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143649552,"gmtCreate":1625793489976,"gmtModify":1633937284653,"author":{"id":"3559208057459550","authorId":"3559208057459550","name":"YALING","avatar":"https://static.tigerbbs.com/6f6bb5f03ea8926a3b983ae80b170b46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559208057459550","authorIdStr":"3559208057459550"},"themes":[],"htmlText":"[强] 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