002886 沃特股份
已收盘 07-27 15:00:00
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【机构调研记录】申万菱信基金调研沃特股份、源杰科技
证券之星 · 07-24
【机构调研记录】申万菱信基金调研沃特股份、源杰科技
股市必读：沃特股份（002886）7月23日披露最新机构调研信息
证券之星 · 07-24
股市必读：沃特股份（002886）7月23日披露最新机构调研信息
沃特股份：公司PTFE产品已成功进入全球主流半导体设备厂商等供应链
格隆汇 · 07-23
沃特股份：公司PTFE产品已成功进入全球主流半导体设备厂商等供应链
沃特股份（002886）披露回购公司股份方案的公告暨回购报告书，7月22日股价下跌2.94%
证券之星 · 07-22
沃特股份（002886）披露回购公司股份方案的公告暨回购报告书，7月22日股价下跌2.94%
沃特股份涨5.29%，华金证券一个月前给出“买入”评级
证券之星 · 07-21
沃特股份涨5.29%，华金证券一个月前给出“买入”评级
股市必读：沃特股份（002886）7月8日董秘有最新回复
证券之星 · 07-09
股市必读：沃特股份（002886）7月8日董秘有最新回复
沃特股份涨6.32%，华金证券一个月前给出“买入”评级
证券之星 · 06-30
沃特股份涨6.32%，华金证券一个月前给出“买入”评级
异动快报：沃特股份（002886）6月29日13点10分触及跌停板
证券之星 · 06-29
异动快报：沃特股份（002886）6月29日13点10分触及跌停板
沃特股份涨7.30%，华金证券二周前给出“买入”评级
证券之星 · 06-15
沃特股份涨7.30%，华金证券二周前给出“买入”评级
沃特股份：公司不生产聚苯醚树脂
证券之星 · 06-10
沃特股份：公司不生产聚苯醚树脂
6月9日沃特股份发布公告，股东减持85.59万股
证券之星 · 06-09
6月9日沃特股份发布公告，股东减持85.59万股
沃特股份：公司服务器用特种高分子材料已批量化出货
证券之星 · 05-28
沃特股份：公司服务器用特种高分子材料已批量化出货
股市必读：沃特股份（002886）5月27日收盘跌6.3%，主力净流出1654.37万元
证券之星 · 05-28
股市必读：沃特股份（002886）5月27日收盘跌6.3%，主力净流出1654.37万元
5月27日沃特股份（002886）龙虎榜数据：机构净卖出1845.74万元，北向资金净卖出62.05万元
证券之星 · 05-27
5月27日沃特股份（002886）龙虎榜数据：机构净卖出1845.74万元，北向资金净卖出62.05万元
沃特股份（002886）披露控股股东部分股份解除质押公告，5月26日股价上涨9.99%
证券之星 · 05-26
沃特股份（002886）披露控股股东部分股份解除质押公告，5月26日股价上涨9.99%
5月26日沃特股份（002886）涨停分析：业绩高增、产能落地、国产替代驱动
证券之星 · 05-26
5月26日沃特股份（002886）涨停分析：业绩高增、产能落地、国产替代驱动
沃特股份（002886）披露2021年股票期权激励计划部分股票期权注销完成公告，5月14日股价下跌0.63%
证券之星 · 05-14
沃特股份（002886）披露2021年股票期权激励计划部分股票期权注销完成公告，5月14日股价下跌0.63%
沃特股份（002886）披露2025年年度权益分派实施公告，5月13日股价上涨2.76%
证券之星 · 05-13
沃特股份（002886）披露2025年年度权益分派实施公告，5月13日股价上涨2.76%
股市必读：沃特股份（002886）5月6日披露最新机构调研信息
中金财经 · 05-07
股市必读：沃特股份（002886）5月6日披露最新机构调研信息
沃特股份：5月6日进行路演，长江证券、国泰海通证券等多家机构参与
证券之星 · 05-06
沃特股份：5月6日进行路演，长江证券、国泰海通证券等多家机构参与
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公司概况
公司名称：
深圳市沃特新材料股份有限公司
所属行业：
橡胶和塑料制品业
上市日期：
2017-06-27
主营业务：
深圳市沃特新材料股份有限公司的主营业务是改性工程塑料、改性通用塑料以及高性能功能高分子材料的研发、生产、销售和技术服务。公司的主要产品是特种高分子材料、工程塑料合金、改性通用塑料。
发行价格：
13.24
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调研纪要：公司按照计划有序完成交付，出货量保持稳健增长，价格稳中有升。旗下最近一年表现最佳的公募基金产品为申万菱信智能驱动股票A，最新单位净值为8.81，近一年增长197.15%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072400007094.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002886","SGXZ49509284.SGD","BK0138","SGXZ81163826.USD","BK0214","BK0220","688498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653720475","title":"股市必读：沃特股份（002886）7月23日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2653720475","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653720475?lang=zh_cn&edition=full","pubTime":"2026-07-24 02:48","pubTimestamp":1784832492,"startTime":"0","endTime":"0","summary":"截至2026年7月23日收盘，沃特股份报收于17.86元，上涨3.96%，换手率4.65%，成交量9.72万手，成交额1.72亿元。公司公告汇总第五届董事会第十六次会议决议公告深圳市沃特新材料股份有限公司于2026年7月22日召开第五届董事会第十六次会议，审议通过《关于回购公司股份方案的议案》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072400001840.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0220","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653908237","title":"沃特股份：公司PTFE产品已成功进入全球主流半导体设备厂商等供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2653908237","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653908237?lang=zh_cn&edition=full","pubTime":"2026-07-23 09:40","pubTimestamp":1784770857,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["002886","BK0220","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653766533","title":"沃特股份（002886）披露回购公司股份方案的公告暨回购报告书，7月22日股价下跌2.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653766533","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653766533?lang=zh_cn&edition=full","pubTime":"2026-07-22 22:26","pubTimestamp":1784730377,"startTime":"0","endTime":"0","summary":"截至2026年7月22日收盘，沃特股份报收于17.18元，较前一交易日下跌2.94%，最新总市值为45.22亿元。该股当日开盘17.45元，最高17.95元，最低17.06元，成交额达1.77亿元，换手率为4.84%。近日，沃特股份披露《关于回购公司股份方案的公告暨回购报告书》。回购股份用于股权激励或员工持股计划，实施期限为董事会审议通过之日起12个月内。预计回购股份数量为370,005至740,010股，占公司总股本的0.14%至0.28%。公司董事、控股股东等在回购期间无明确增减持计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072200047524.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","BK0138","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653207362","title":"沃特股份涨5.29%，华金证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2653207362","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653207362?lang=zh_cn&edition=full","pubTime":"2026-07-21 16:50","pubTimestamp":1784623818,"startTime":"0","endTime":"0","summary":"今日沃特股份涨5.29%，收盘报17.7元。2026年5月30日，华金证券研究员骆红永发布了对沃特股份的研报《经营稳健向好，持续完善高分子新材料平台布局》，该研报对沃特股份给出“买入”评级。研报中预计公司2026-2028年收入分别为25.24/30.47/33.81亿元，同比分别增长23.0%/20.7%/11.0%，归母净利润分别为1.14/1.73/2.17亿元，同比分别增长77.4%/51.8%/25.0%，对应PE分别为68.0x/44.8x/35.8x；维持“买入”评级。沃特股份个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072100030936.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650485990","title":"股市必读：沃特股份（002886）7月8日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2650485990","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650485990?lang=zh_cn&edition=full","pubTime":"2026-07-09 01:02","pubTimestamp":1783530137,"startTime":"0","endTime":"0","summary":"截至2026年7月8日收盘，沃特股份报收于22.97元，下跌6.47%，换手率5.95%，成交量12.44万手，成交额2.92亿元。董秘最新回复投资者： 现在已经是2026年7月7日，公司有业绩预增公告吗？公司会按照相关规定要求履行信息披露义务。当日关注点交易信息汇总：7月8日主力资金净流出1840.93万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070900001097.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0220","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647453678","title":"沃特股份涨6.32%，华金证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2647453678","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647453678?lang=zh_cn&edition=full","pubTime":"2026-06-30 16:49","pubTimestamp":1782809377,"startTime":"0","endTime":"0","summary":"今日沃特股份涨6.32%，收盘报28.09元。2026年5月30日，华金证券研究员骆红永发布了对沃特股份的研报《经营稳健向好，持续完善高分子新材料平台布局》，该研报对沃特股份给出“买入”评级。研报中预计公司2026-2028年收入分别为25.24/30.47/33.81亿元，同比分别增长23.0%/20.7%/11.0%，归母净利润分别为1.14/1.73/2.17亿元，同比分别增长77.4%/51.8%/25.0%，对应PE分别为68.0x/44.8x/35.8x；维持“买入”评级。沃特股份个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026063000030351.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002886","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647323825","title":"异动快报：沃特股份（002886）6月29日13点10分触及跌停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2647323825","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647323825?lang=zh_cn&edition=full","pubTime":"2026-06-29 13:16","pubTimestamp":1782710211,"startTime":"0","endTime":"0","summary":"证券之星6月29日盘中消息，13点10分沃特股份（002886）触及跌停板。其所属行业塑料目前下跌。领涨股为沃顿科技。该股为合成生物，呼吸机，可降解塑料概念热股，当日合成生物概念上涨2.83%。6月26日的资金流向数据方面，主力资金净流出3990.97万元，占总成交额9.88%，游资资金净流出408.38万元，占总成交额1.01%，散户资金净流入4399.36万元，占总成交额10.89%。近5日资金流向一览见下表：沃特股份主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900016240.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","002886","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643795542","title":"沃特股份涨7.30%，华金证券二周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2643795542","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643795542?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:47","pubTimestamp":1781513240,"startTime":"0","endTime":"0","summary":"今日沃特股份涨7.30%，收盘报29.4元。2026年5月30日，华金证券研究员骆红永发布了对沃特股份的研报《经营稳健向好，持续完善高分子新材料平台布局》，该研报对沃特股份给出“买入”评级。研报中预计公司2026-2028年收入分别为25.24/30.47/33.81亿元，同比分别增长23.0%/20.7%/11.0%，归母净利润分别为1.14/1.73/2.17亿元，同比分别增长77.4%/51.8%/25.0%，对应PE分别为68.0x/44.8x/35.8x；维持“买入”评级。沃特股份个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061500020319.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642416649","title":"沃特股份：公司不生产聚苯醚树脂","url":"https://stock-news.laohu8.com/highlight/detail?id=2642416649","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642416649?lang=zh_cn&edition=full","pubTime":"2026-06-10 08:57","pubTimestamp":1781053032,"startTime":"0","endTime":"0","summary":"证券之星消息，沃特股份(002886)06月10日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘好，请问公司可以生产电子ppe吗？还有产线吗？沃特股份回复：您好！公司不生产聚苯醚树脂。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061000007775.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0220","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642467578","title":"6月9日沃特股份发布公告，股东减持85.59万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2642467578","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642467578?lang=zh_cn&edition=full","pubTime":"2026-06-09 20:01","pubTimestamp":1781006483,"startTime":"0","endTime":"0","summary":"证券之星消息，6月9日沃特股份发布公告《沃特股份:关于持股5%以上股东减持股份触及1%整数倍暨减持计划实施完成的公告》，其股东深圳市银桥投资有限公司于2026年6月9日合计减持85.59万股，占公司目前总股本的0.3252%，变动期间该股股价上涨4.05%，截止6月9日收盘报27.98元。股东增减持详情见下表：根据沃特股份2026年一季报公布的十大股东详情如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060900035143.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","002886","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638302526","title":"沃特股份：公司服务器用特种高分子材料已批量化出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2638302526","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638302526?lang=zh_cn&edition=full","pubTime":"2026-05-28 08:52","pubTimestamp":1779929532,"startTime":"0","endTime":"0","summary":"证券之星消息，沃特股份(002886)05月28日在投资者关系平台上答复投资者关心的问题。投资者提问：公司LCP材料已布局多年。请问公司LCP产品目前在高速连接器、射频连接器、光模块连接件、服务器高速数据传输部件等场景中的应用进展如何？是否已有头部客户认证、小批量供货或批量供货？后续是否会受益于AI服务器、光通信及高速互连需求增长？沃特股份回复：您好！公司服务器用特种高分子材料已批量化出货。同时，公司也在与客户根据行业未来需要共同开发新产品。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052800007222.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","BK0138","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638680335","title":"股市必读：沃特股份（002886）5月27日收盘跌6.3%，主力净流出1654.37万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638680335","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638680335?lang=zh_cn&edition=full","pubTime":"2026-05-28 01:42","pubTimestamp":1779903730,"startTime":"0","endTime":"0","summary":"截至2026年5月27日收盘，沃特股份报收于29.6元，下跌6.3%，换手率29.49%，成交量61.67万手，成交额19.23亿元。当日关注点来自交易信息汇总：沃特股份股价连续4日下跌，5月27日收跌6.3%，报29.6元，当日主力资金净流出1654.37万元。来自交易信息汇总：沃特股份因日振幅值达15%、日换手率达20%于5月27日登龙虎榜，为近5日内首次上榜。本次解除质押后，上述股东合计质押股份35,443,152股，占其所持股份的32.81%，占公司总股本的13.47%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052800001182.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002886","BK0220","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638134505","title":"5月27日沃特股份（002886）龙虎榜数据：机构净卖出1845.74万元，北向资金净卖出62.05万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638134505","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638134505?lang=zh_cn&edition=full","pubTime":"2026-05-27 17:33","pubTimestamp":1779874423,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年5月27日公布的交易公开信息显示，沃特股份因日振幅值达到15%的前5只证券，日换手率达到20%的前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年5月27日收盘，沃特股份报收于29.6元，下跌6.3%，换手率29.49%，成交量61.67万手，成交额19.23亿元。从龙虎榜公布的当日买卖数据来看，机构合计净卖出1845.74万元，北向资金合计净卖出62.05万元。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052700034423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","BK0138","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638489565","title":"沃特股份（002886）披露控股股东部分股份解除质押公告，5月26日股价上涨9.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638489565","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638489565?lang=zh_cn&edition=full","pubTime":"2026-05-26 22:04","pubTimestamp":1779804270,"startTime":"0","endTime":"0","summary":"截至2026年5月26日收盘，沃特股份报收于31.59元，较前一交易日上涨9.99%，最新总市值为83.15亿元。近日，深圳市沃特新材料股份有限公司披露《关于控股股东部分股份解除质押的公告》。本次合计解除质押5,991,292股，占公司总股本的2.28%。其中，银桥投资解除质押1,491,292股，吴宪解除质押2,500,000股，何征解除质押2,000,000股。公司表示，控股股东资信状况良好，股份质押不影响公司生产经营及控制权稳定。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600040916.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0220","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638656591","title":"5月26日沃特股份（002886）涨停分析：业绩高增、产能落地、国产替代驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2638656591","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638656591?lang=zh_cn&edition=full","pubTime":"2026-05-26 15:39","pubTimestamp":1779781196,"startTime":"0","endTime":"0","summary":"证券之星消息，沃特股份5月26日涨停收盘，收盘价31.59元。5月26日沃特股份涨停的可能因素有：2026年一季度归母净利润同比增长112.81%，业绩高增动能强劲；重庆基地LCP、PEEK项目正式投产，LCP产能跻身全球前列，切入AI算力与半导体高景气赛道；多款特种高分子材料打破海外垄断，进入国产替代目录，直接受益政策支持；同日人形机器人概念走强，PEEK/LCP材料需求预期升温，板块联动效应显著。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600021345.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","BK0138","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635489715","title":"沃特股份（002886）披露2021年股票期权激励计划部分股票期权注销完成公告，5月14日股价下跌0.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635489715","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635489715?lang=zh_cn&edition=full","pubTime":"2026-05-14 18:27","pubTimestamp":1778754434,"startTime":"0","endTime":"0","summary":"截至2026年5月14日收盘，沃特股份报收于25.19元，较前一交易日下跌0.63%，最新总市值为66.3亿元。公告显示，因2025年度业绩未达成考核目标，不满足2021年股票期权激励计划第四期行权条件，公司决定注销股票期权152.4250万份，涉及激励对象111人。公司已于2026年5月13日完成上述股票期权的注销手续，经中国证券登记结算有限责任公司深圳分公司审核确认。本次注销符合相关法律法规规定，不影响公司股权结构和经营状况，2021年股票期权激励计划已全部结束。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400035022.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0220","002886"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635733065","title":"沃特股份（002886）披露2025年年度权益分派实施公告，5月13日股价上涨2.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635733065","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635733065?lang=zh_cn&edition=full","pubTime":"2026-05-13 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80%。沃特股份2026年一季报显示，一季度公司主营收入4.61亿元，同比上升16.69%；归母净利润1300.66万元，同比上升112.81%；扣非净利润1038.63万元，同比上升129.42%；负债率48.8%，投资收益116.7万元，财务费用1005.95万元，毛利率16.7%。该股最近90天内共有1家机构给出评级，买入评级1家。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600040345.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1564","601211","000783","BK0012","BK0183","BK0188","BK0276","BK1147","161027","02611","BK0028","BK0220","002886","BK0184","BK0138","BK0201"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1785176398300,"stockEarnings":[{"period":"1week","weight":0.0738},{"period":"1month","weight":-0.375},{"period":"3month","weight":-0.1644},{"period":"6month","weight":-0.2272},{"period":"1year","weight":-0.0583},{"period":"ytd","weight":-0.1667}],"compareEarnings":[{"period":"1week","weight":0.0163},{"period":"1month","weight":-0.042},{"period":"3month","weight":-0.054},{"period":"6month","weight":-0.0706},{"period":"1year","weight":0.0736},{"period":"ytd","weight":-0.0279}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"深圳市沃特新材料股份有限公司","boardCode":"AI0029","boardName":"橡胶和塑料制品业","stockholders":"27886人(较上一季度减少13.88%)","perCapita":"7497股","listingDate":"2017-06-27","address":"广东省深圳市南山区西丽街道西丽社区留新四路万科云城三期C区九栋B座3101房(国际创新谷7栋B座3101房)","registeredCapital":"26320万元","survey":" 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