复合铜箔板块走强诺德股份8月以来股价累计上涨近五成

同花顺09-15

周二，复合铜箔板块上涨1.54%，板块内个股诺德股份（600110）(600110)股价小幅低开后，在大笔买盘推动下快速封板。截至收盘，该股报收12.13元/股，涨幅为9.97%，成交额为23.1亿元，换手率为11.19%。资料显示，诺德股份（600110）主要从事电解铜箔的研发、生产和销售，公司主要产品包括超薄铜箔、高抗拉强度及高延伸率铜箔、固态电池（886032）用镀镍合金箔、复合铜箔、复合...

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.laohunote.com/m/news/2667623708?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-15 22:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2667623708","market":"hk","top_or_hot":-1,"title":"复合铜箔板块走强 诺德股份8月以来股价累计上涨近五成","media":"同花顺","content":"<div>\n<p>周二，复合铜箔板块上涨1.54%，板块内个股诺德股份（600110）(600110)股价小幅低开后，在大笔买盘推动下快速封板。截至收盘，该股报收12.13元/股，涨幅为9.97%，成交额为23.1亿元，换手率为11.19%。资料显示，诺德股份（600110）主要从事电解铜箔的研发、生产和销售，公司主要产品包括超薄铜箔、高抗拉强度及高延伸率铜箔、固态电池（886032）用镀镍合金箔、复合铜箔、复合...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260915/c679939839.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun_highlight","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>复合铜箔板块走强 诺德股份8月以来股价累计上涨近五成</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复合铜箔板块走强 诺德股份8月以来股价累计上涨近五成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-15 22:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20260915/c679939839.shtml><strong>同花顺</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，复合铜箔板块上涨1.54%，板块内个股诺德股份（600110）(600110)股价小幅低开后，在大笔买盘推动下快速封板。截至收盘，该股报收12.13元/股，涨幅为9.97%，成交额为23.1亿元，换手率为11.19%。资料显示，诺德股份（600110）主要从事电解铜箔的研发、生产和销售，公司主要产品包括超薄铜箔、高抗拉强度及高延伸率铜箔、固态电池（886032）用镀镍合金箔、复合铜箔、复合...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260915/c679939839.shtml\">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":"BK0214","symbol_name":"IT设备","start_time":0,"source_url":"http://news.10jqka.com.cn/20260915/c679939839.shtml","article_id":"2667623708","we_media_id":null,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260915/c679939839.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2667623708","pubTimestamp":1789484340,"columns":[],"sourceInfo":{"source_id":"tonghuashun_highlight","name":"同花顺"},"weMediaInfo":null,"summary":"周二，复合铜箔板块上涨1.54%，板块内个股诺德股份(600110)股价小幅低开后，在大笔买盘推动下快速封板。截至收盘，该股报收12.13元/股，涨幅为9.97%，成交额为23.1亿元，换手率为11.19%。资 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600110":"诺德股份","BK0214":"IT设备","BK0057":"长吉图板块","BK0174":"增持","BK0188":"融资融券","BK0155":"锂电池","BK0233":"有色加工"},"translate_title":"The composite copper foil sector strengthened, with Nord Group's stock price rising by nearly 50% since August.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600110":1.5},"content_text":"周二，复合铜箔板块上涨1.54%，板块内个股诺德股份（600110）(600110)股价小幅低开后，在大笔买盘推动下快速封板。截至收盘，该股报收12.13元/股，涨幅为9.97%，成交额为23.1亿元，换手率为11.19%。资料显示，诺德股份（600110）主要从事电解铜箔的研发、生产和销售，公司主要产品包括超薄铜箔、高抗拉强度及高延伸率铜箔、固态电池（886032）用镀镍合金箔、复合铜箔、复合铝箔、锂电池（884309）用多孔铜箔等。今年上半年，公司实现营收64.3亿元，同比增长113.3%；归母净利润1亿元，同比扭亏为盈。报告期内，公司铜箔出货超过5万吨，其中二季度出货3万吨。东吴证券（601555）预计公司2026年全年铜箔出货量为11.5万吨至12万吨。浙商证券（601878）表示，高速高频场景推动CCL由中低损耗向更低损耗等级迭代，并提高HVLP铜箔、低介电及低膨胀电子布、PPO/OPE等高性能树脂和球形硅微粉的应用比例。高端材料升级带动供应链扩产，各家供应商的产品结构和市场份额有望迎来新一轮调整。随着本土厂商推进客户认证、扩充高端有效产能并提升稳定量产能力，国产供应链份额和利润率有望提升。同时指出，本轮涨价更偏向AI需求牵引下的结构性供需错配。高端电子布与高端铜箔受制于设备交期、工艺良率和客户认证周期（883436），新增名义产能难以快速转化为有效供给，价格与加工费具备支撑；树脂与CCL环节则呈现产品分化和差异化传导。在下游需求爆发而上游扩产未完成时，相关环节具备较大的价格弹性，上游供应链有望获得超额溢价。兴业证券（601377）分析师王帅认为，诺德股份（600110）今年中报符合预期。随着铜箔行业迎来重大反转，供需格局持续优化，公司旗下四大生产基地稼动率明显提升，二季度均保持满负荷生产运转，为公司业绩增长提供了坚实的行业基础，公司锂电铜箔与高端电子电路铜箔两大业务贡献了业绩增量。兴业证券（601377）进一步表示，今年以来，电子铜箔的订单量快速增加，价格也较年初大幅增长，导致公司产能较紧张，三季度预计陆续落地第二轮锂电铜箔调价工作。公司产能将优先向高毛利产品倾斜，低毛利普通锂电铜箔逐步被高附加值产品替代。预计公司2026年至2028年归母净利润分别为3.19亿元、9.02亿元、11.46亿元，给予“增持”的投资评级。记者注意到，诺德股份（600110）股价于7月30日最低探至7.89元/股，此后股价一路震荡走高。截至15日收盘，该股8月份以来累计上涨48.65%。对于诺德股份（600110）的反弹，华鑫证券一位分析师告诉记者：“该股的上涨主要得益于相关概念板块的走强。由于近期题材股炒作波动较大，投资者切忌盲目追涨。”记者汤晓飞","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","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/2667623708","isCrawlerRequest":true}

复合铜箔板块走强 诺德股份8月以来股价累计上涨近五成

精彩评论

复合铜箔板块走强诺德股份8月以来股价累计上涨近五成