晋拓股份涨5.07% 新能源车订单与研发突破推升股价

智选洞察08-04

晋拓股份（603211）今日盘中表现强势，截至10点58分，股价报19.07元/股，上涨5.07%，成交额达1.56亿元，换手率3.06%，振幅6.01%。资金博弈与估值压力共振晋拓股份近期净流入源于多重短期因素交织。截至8月4日，主力资金连续两日净流入累计超500万元，机构调仓与游资操作形成显著分歧，推动当日振幅达6.45%。动态市盈率攀升至107.7倍，显著高于行业均值，高估值引发部分资金兑现...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2556874558?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-04 10:59","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2556874558","market":"sh","top_or_hot":-1,"title":"晋拓股份涨5.07% 新能源车订单与研发突破推升股价","media":"智选洞察","content":"<div>\n<p>晋拓股份（603211）今日盘中表现强势，截至10点58分，股价报19.07元/股，上涨5.07%，成交额达1.56亿元，换手率3.06%，振幅6.01%。资金博弈与估值压力共振晋拓股份近期净流入源于多重短期因素交织。截至8月4日，主力资金连续两日净流入累计超500万元，机构调仓与游资操作形成显著分歧，推动当日振幅达6.45%。动态市盈率攀升至107.7倍，显著高于行业均值，高估值引发部分资金兑现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105928a4736cb0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>晋拓股份涨5.07% 新能源车订单与研发突破推升股价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n晋拓股份涨5.07% 新能源车订单与研发突破推升股价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-04 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105928a4736cb0&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>晋拓股份（603211）今日盘中表现强势，截至10点58分，股价报19.07元/股，上涨5.07%，成交额达1.56亿元，换手率3.06%，振幅6.01%。资金博弈与估值压力共振晋拓股份近期净流入源于多重短期因素交织。截至8月4日，主力资金连续两日净流入累计超500万元，机构调仓与游资操作形成显著分歧，推动当日振幅达6.45%。动态市盈率攀升至107.7倍，显著高于行业均值，高估值引发部分资金兑现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105928a4736cb0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0256","symbol_name":"金属制品","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105928a4736cb0&s=b","article_id":"2556874558","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105928a4736cb0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556874558","pubTimestamp":1754276366,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"晋拓股份今日盘中表现强势，截至10点58分，股价报19.07元/股，上涨5.07%，成交额达1.56亿元，换手率3.06%，振幅6.01%。截至8月4日，主力资金连续两日净流入累计超500万元，机构调仓与游资操作形成显著分歧，推动当日振幅达6.45%。2024年前三季度净利润同比下滑9.64%，盈利修复动能不足进一步加剧资金博弈。产业趋势与研发突破构筑成长空间作为新能源汽车轻量化核心供应商，晋拓股份深度绑定头部新能源车企，汽车零部件业务收入占比达79.12%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161028":"新能源车","399417":"新能源车","603211":"晋拓股份","BK0256":"金属制品","BK0264":"汽车制造"},"translate_title":"Jintuo shares rose 5.07%, new energy vehicle orders and R&D breakthroughs push up stock prices","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161028":1,"399417":1,"603211":1},"content_text":"晋拓股份（603211）今日盘中表现强势，截至10点58分，股价报19.07元/股，上涨5.07%，成交额达1.56亿元，换手率3.06%，振幅6.01%。资金博弈与估值压力共振晋拓股份近期净流入源于多重短期因素交织。截至8月4日，主力资金连续两日净流入累计超500万元，机构调仓与游资操作形成显著分歧，推动当日振幅达6.45%。动态市盈率攀升至107.7倍，显著高于行业均值，高估值引发部分资金兑现浮盈。叠加2.04亿股限售股解禁带来的潜在抛压，市场避险情绪有所升温。2024年前三季度净利润同比下滑9.64%，盈利修复动能不足进一步加剧资金博弈。产业趋势与研发突破构筑成长空间作为新能源汽车轻量化核心供应商，晋拓股份深度绑定头部新能源车企，汽车零部件业务收入占比达79.12%。2024年研发投入强度提升至4.6%，智能驾驶传感器等新品研发进度超预期，申万宏源测算其市净率存在30%估值修复空间，对应12-18个月目标价16-22元。经营性现金流连续三个季度转正显示订单转化效率改善，但流动比率1.21与4.54亿元短期借款带来的财务压力仍需警惕。若新能源补库存周期与智能驾驶量产顺利推进，或可突破当前估值瓶颈，但需关注盈利增速与资金流向的匹配度。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2556874558","isCrawlerRequest":true}