510 lines
33 KiB
HTML
510 lines
33 KiB
HTML
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<title>深度投研报告：高送转概念股</title>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="text-5xl md:text-6xl font-fui font-bold tracking-widest bg-clip-text text-transparent bg-gradient-to-r from-cyan-400 via-blue-500 to-purple-500 animate-pulse">
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高送转概念股
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</h1>
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<p class="mt-4 text-lg text-gray-400">Deep Dive Research Report</p>
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</header>
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<main class="space-y-12">
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- 核心观点摘要 -->
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<div class="glass-card p-8 grid-col-span-6 lg:grid-col-span-4 glowing-border">
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<h2 class="section-title">核心观点摘要</h2>
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<p class="content-text">
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高送转概念是A股市场中“价值信号”与“投机情绪”的混合体，当前正处于由龙头公司（比亚迪）引爆的<strong class="highlight-text">高热度投机阶段</strong>。其核心驱动力源于市场对公司高成长信心的解读与对股价降低后流动性溢价的追逐。未来，该概念的价值将出现分化：一部分由业绩驱动的“真成长”公司将走出填权行情，而另一部分仅为迎合市场炒作的“伪成长”公司则面临巨大风险。
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</p>
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</div>
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<!-- 近期引爆点 -->
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<div class="glass-card p-8 grid-col-span-6 lg:grid-col-span-2 glowing-border">
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<h2 class="section-title">近期引爆点</h2>
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<div class="content-text space-y-2">
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<p><strong class="text-blue-300">时间：</strong>2025年4月22日晚间</p>
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<p><strong class="text-blue-300">事件：</strong>行业龙头<strong class="highlight-text">比亚迪</strong>发布超预期分红送转方案，拟“<strong class="highlight-text">10送8转12</strong>”，并进行大额现金分红。</p>
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<p><strong class="text-blue-300">市场反应：</strong>4月23日，比亚迪开盘大涨6%，点燃整个板块，科拜尔、新铝时代等多股涨停。</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="glass-card p-8 grid-col-span-6 glowing-border">
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<h2 class="section-title">概念的核心逻辑与市场认知</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 content-text">
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">双重驱动力</h3>
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<p class="mb-2"><strong class="text-green-400">价值信号逻辑：</strong>对于优质公司，高送转是传递未来增长信心的“信号弹”。其基础是良好的盈利能力、充裕的自由现金流及分红意愿。比亚迪<strong class="highlight-text">年净利润同比+34%</strong>的业绩，为其豪华方案提供了坚实基础。</p>
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<p><strong class="text-red-400">投机驱动逻辑：</strong>通过送转降低绝对股价，制造“股票便宜”的错觉，吸引资金参与，以达到市值管理或配合股东减持的目的。大量业绩下滑甚至亏损公司（如<strong class="highlight-text">因赛集团净利-208.32%</strong>）依然高送转，印证了纯粹的题材炒作逻辑。</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">预期差分析</h3>
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<p class="mb-2"><strong class="text-amber-400">核心预期差：</strong>市场普遍将“高送转”简单等同于“利好”，而忽略了其背后的业绩支撑。这是市场认知与基本面现实之间最大的鸿沟。</p>
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<p class="mb-2"><strong class="text-amber-400">被忽略的关键点：</strong>高送转本身不创造价值，只是股东权益内部调整。市场的狂热完全建立在后续“填权”的预期上，而这一预期并无保证。同时，历史上监管曾多次对无业绩支撑的高送转进行限制，市场可能低估了未来的<strong class="highlight-text">监管风险</strong>。</p>
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</div>
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</div>
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</div>
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<!-- ECharts: 业绩与送转匹配度 -->
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<div class="glass-card p-8 grid-col-span-6 glowing-border">
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<h2 class="section-title">已公告公司业绩增长情况一览</h2>
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<p class="content-text mb-4">高送转方案背后，公司业绩表现良莠不齐，真实价值与投机风险并存。下图直观展示了已公告高送转方案公司的净利润同比增长率，揭示了“价值信号”与“纯粹炒作”的巨大差异。</p>
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<div id="performanceChart" style="width: 100%; height: 450px;"></div>
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</div>
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<!-- 产业链生态与核心公司 -->
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<div class="glass-card p-8 grid-col-span-6 lg:grid-col-span-3 grid-row-span-2 glowing-border">
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<h2 class="section-title">生态圈图谱与核心玩家</h2>
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<ul class="steps steps-vertical content-text">
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<li class="step step-primary">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg">上游：潜力池</h4>
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<p>具备“三高”特征：高每股资本公积、高每股未分配利润、高成长性。<br><strong>代表:</strong> <strong class="highlight-text">义翘神州</strong> (每股公积35.78元), <strong class="highlight-text">吉比特</strong> (每股未分配利润46.64元)</p>
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</div>
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</li>
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<li class="step step-primary">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg">中游：实施者</h4>
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<p>已公告方案的公司，市场焦点所在，可分为三类。</p>
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</div>
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</li>
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<li class="step step-accent">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg text-green-400">绩优龙头型</h4>
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<p><strong class="highlight-text">比亚迪</strong>: 净利+34%，高送转是价值信号。</p>
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</div>
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</li>
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<li class="step step-accent">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg text-yellow-400">稳健成长型</h4>
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<p><strong class="highlight-text">上海沿浦</strong>: 净利+50.31%，业绩与方案匹配。</p>
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</div>
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</li>
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<li class="step step-error">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg text-red-400">业绩下滑型</h4>
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<p><strong class="highlight-text">因赛集团</strong>: 净利-208.32%，与基本面严重背离，投机驱动。</p>
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</div>
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</li>
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<li class="step">
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<div class="text-left ml-4">
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<h4 class="font-bold text-lg">下游：市场参与者</h4>
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<p>价值投资者、趋势交易者和散户投资者。</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 潜在风险 -->
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<div class="glass-card p-8 grid-col-span-6 lg:grid-col-span-3 glowing-border">
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<h2 class="section-title">潜在风险与挑战</h2>
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<ul class="space-y-4 content-text list-disc list-inside">
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<li><strong class="text-red-400">价值陷阱风险：</strong>最大的风险在于投资者将所有高送转都视为利好，买入基本面恶化的公司，导致在题材退潮后股价大幅下跌，陷入长期“贴权”。</li>
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<li><strong class="text-orange-400">监管政策风险：</strong>证监会曾多次出台规定，严格限制利用高送转配合股东减持等行为。若本轮炒作热度过高，不排除监管层再次出台降温措施。</li>
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<li><strong class="text-yellow-400">“填权”失败风险：</strong>收益实现依赖于除权后的“填权”行情。若公司后续业绩无法兑现、市场环境转弱，股价无法回升，参与抢权的投资者将实际亏损。</li>
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<li><strong class="text-blue-300">信息交叉验证风险：</strong>路演数据中存在明显错误（如军信股份股息率），提醒投资者需对二手信息进行交叉核验，警惕信息失真。</li>
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</ul>
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</div>
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<!-- 投资启示 -->
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<div class="glass-card p-8 grid-col-span-6 lg:grid-col-span-3 glowing-border">
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<h2 class="section-title">投资启示与策略</h2>
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<p class="content-text mb-4">最具价值的策略并非追高，而是<strong class="highlight-text">提前布局具备高送转潜力的“准高送转股”</strong>。筛选标准应严格遵循价值逻辑：</p>
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<ol class="space-y-3 content-text list-decimal list-inside">
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<li><strong class="text-cyan-300">财务硬门槛：</strong>高每股资本公积(>5元) + 高每股未分配利润(>5元)。</li>
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<li><strong class="text-cyan-300">成长性验证：</strong>近两年净利润复合增长率 > 20%，且最新季度业绩无下滑。</li>
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<li><strong class="text-cyan-300">现金流健康：</strong>经营性现金流净额为正，且能覆盖当期净利润。</li>
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<li><strong class="text-cyan-300">股本与股价：</strong>总股本较小、股价较高的次新股，有更强的扩张需求。</li>
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</ol>
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</div>
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</div>
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<!-- 股票数据表格 -->
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<section id="stock-data" class="space-y-10">
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<h2 class="text-4xl font-fui text-center tracking-widest text-transparent bg-clip-text bg-gradient-to-r from-sky-300 to-indigo-400">核心关联标的</h2>
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<!-- 已公告高送转方案 -->
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<div class="glass-card p-6 md:p-8">
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<h3 class="section-title">已公告高送转方案</h3>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>股票代码</th>
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<th>送转方案</th>
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<th>业绩增长 (净利润同比)</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover:bg-purple-900/30"><td>比亚迪</td><td><a href="https://valuefrontier.cn/company?scode=002594" target="_blank" class="link link-hover link-primary">002594</a></td><td>每10股送8股转12股派39.74元</td><td class="text-success font-bold">+34.00%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>道通科技</td><td><a href="https://valuefrontier.cn/company?scode=688208" target="_blank" class="link link-hover link-primary">688208</a></td><td>每10股转4.9股派5元</td><td class="text-success font-bold">+257.59%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>林泰新材</td><td>920106</td><td>每10股转4股派6元</td><td class="text-success font-bold">+64.78%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>上海沿浦</td><td><a href="https://valuefrontier.cn/company?scode=605128" target="_blank" class="link link-hover link-primary">605128</a></td><td>每10股转4.9股派3.88元</td><td class="text-success font-bold">+50.31%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>指南针</td><td><a href="https://valuefrontier.cn/company?scode=300803" target="_blank" class="link link-hover link-primary">300803</a></td><td>每10股转4.5股</td><td class="text-success font-bold">+43.50%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>星图测控</td><td>920116</td><td>每10股转4股派1.49元</td><td class="text-success font-bold">+35.68%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>欧康医药</td><td>920230</td><td>每10股转3股派1元</td><td class="text-success font-bold">+34.62%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>德源药业</td><td>920735</td><td>每10股转5股派4.6元</td><td class="text-success font-bold">+28.26%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>嘉诚国际</td><td><a href="https://valuefrontier.cn/company?scode=603535" target="_blank" class="link link-hover link-primary">603535</a></td><td>每10股转4.8股派0.9元</td><td class="text-success font-bold">+24.53%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>达梦数据</td><td><a href="https://valuefrontier.cn/company?scode=688692" target="_blank" class="link link-hover link-primary">688692</a></td><td>每10股转4.9股</td><td class="text-success font-bold">+22.22%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>科拜尔</td><td>920066</td><td>每10股转4股派1元</td><td class="text-success font-bold">+7.25%</td></tr>
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<tr class="hover:bg-purple-900/30"><td>同星科技</td><td><a href="https://valuefrontier.cn/company?scode=301252" target="_blank" class="link link-hover link-primary">301252</a></td><td>每10股转4.5股派2.5元</td><td class="text-success font-bold">+6.19%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>翔楼新材</td><td><a href="https://valuefrontier.cn/company?scode=301160" target="_blank" class="link link-hover link-primary">301160</a></td><td>每10股转4.5股派10元</td><td class="text-success font-bold">+3.10%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>中科星图</td><td><a href="https://valuefrontier.cn/company?scode=688568" target="_blank" class="link link-hover link-primary">688568</a></td><td>每10股转4.9股派1.3元</td><td class="text-success font-bold">+2.67%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>新铝时代</td><td><a href="https://valuefrontier.cn/company?scode=301613" target="_blank" class="link link-hover link-primary">301613</a></td><td>每10股转5股派10元</td><td class="text-success font-bold">+1.99%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>唯特偶</td><td><a href="https://valuefrontier.cn/company?scode=301319" target="_blank" class="link link-hover link-primary">301319</a></td><td>每10股转4.5股派8元</td><td class="text-error font-bold">-12.53%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>兆丰股份</td><td><a href="https://valuefrontier.cn/company?scode=300695" target="_blank" class="link link-hover link-primary">300695</a></td><td>每10转4.5股派2.1元</td><td class="text-error font-bold">-23.94%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>武汉蓝电</td><td>920779</td><td>每10股转4股派10元</td><td class="text-error font-bold">-25.93%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>科林电气</td><td><a href="https://valuefrontier.cn/company?scode=603050" target="_blank" class="link link-hover link-primary">603050</a></td><td>每10股转4.8股派2元</td><td class="text-error font-bold">-40.54%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>因赛集团</td><td><a href="https://valuefrontier.cn/company?scode=300781" target="_blank" class="link link-hover link-primary">300781</a></td><td>每10股转4.9股</td><td class="text-error font-bold">-208.32%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-10">
|
||
<!-- 高送转潜力股 -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="section-title">高送转潜力股</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-purple-900/30"><td>义翘神州</td><td><a href="https://valuefrontier.cn/company?scode=301047" target="_blank" class="link link-hover link-primary">301047</a></td><td>每股资本公积35.78元 (排名第一)</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>吉比特</td><td><a href="https://valuefrontier.cn/company?scode=603444" target="_blank" class="link link-hover link-primary">603444</a></td><td>每股未分配利润46.64元 (排名第一)</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>派能科技</td><td><a href="https://valuefrontier.cn/company?scode=688063" target="_blank" class="link link-hover link-primary">688063</a></td><td>每股资本公积30.46元 (排名第二)</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>硕世生物</td><td><a href="https://valuefrontier.cn/company?scode=688399" target="_blank" class="link link-hover link-primary">688399</a></td><td>每股未分配利润44.27元 (排名第二)</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>石头科技</td><td><a href="https://valuefrontier.cn/company?scode=688169" target="_blank" class="link link-hover link-primary">688169</a></td><td>每股资本公积28.26元, 每股未分配利润40.62元</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>极米科技</td><td><a href="https://valuefrontier.cn/company?scode=688696" target="_blank" class="link link-hover link-primary">688696</a></td><td>每股资本公积27.69元</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 历史高送转妖股 -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="section-title">历史高送转妖股</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>方案</th>
|
||
<th>历史最高涨幅</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-purple-900/30"><td>煌上煌</td><td><a href="https://valuefrontier.cn/company?scode=002695" target="_blank" class="link link-hover link-primary">002695</a></td><td>10送5转25派1.25</td><td class="text-warning font-bold">~500%</td></tr>
|
||
<tr class="hover:bg-purple-900/30"><td>超频三</td><td><a href="https://valuefrontier.cn/company?scode=300647" target="_blank" class="link link-hover link-primary">300647</a></td><td>10转8派1</td><td class="text-warning font-bold">~400%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 涨幅异动深度解析 -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="section-title">涨幅异动深度解析</h3>
|
||
<div class="space-y-6" x-data="{ open: '海通发展' }">
|
||
<div class="join join-vertical w-full">
|
||
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
玉马科技 (300993) - 业绩超预期 + 高送转
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="content-text"><strong>核心结论:</strong> 8月8日晚披露的2025H1业绩超预期（净利+128.4%）+“10转5派3”高送转方案，形成强力共振，资金抢筹涨停。<br><strong>驱动逻辑:</strong> “业绩+送转”是半年报窗口期资金偏好的黄金组合。公司营收与净利均创上市以来同期最高增速，且70%收入来自欧美跨境电商，直接受益于出口退税新政，基本面扎实。高送转方案进一步点燃市场情绪。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
海通发展 (603162) - 抢权窗口 + 行业景气
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="content-text"><strong>核心结论:</strong> “10转4派0.3元”高送转方案披露，叠加BDI指数单周跳涨18%，形成“基本面高增+抢权窗口”共振，机构席位抢筹。<br><strong>驱动逻辑:</strong> 公司主营干散货运输，运价弹性直接兑现业绩。在行业景气度飙升的背景下，首次高比例送转触发了强烈的抢权行情，三因子（高送转、运价、区域主题）共振驱动涨停。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
久祺股份 (300994) - 业绩爆发 + 高送转
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="content-text"><strong>核心结论:</strong> 中报业绩大超预期（净利+218%）并同步推出“10转5派2”高送转，触发资金抢筹。<br><strong>驱动逻辑:</strong> 业绩是核心驱动力。E-Bike（电助力自行车）出口爆发，带动公司毛利率和净利润大幅提升。高送转方案是对业绩拐点的确认和强化，吸引了对成长性敏感的资金。</p>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="mt-16 text-center text-gray-500 text-sm">
|
||
<p>由北京价值前沿科技有限公司 AI投研agent：“价小前投研”进行投研呈现。</p>
|
||
<p class="mt-2">免责声明：本报告由AI基于公开数据合成，所有内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
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|
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