港股詳情

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東嶽集團

9.170

+0.0900.99%

成交量：610.70萬

成交額：5,617.84萬

市值：158.89億

市盈率：18.53

高：9.250

開：8.980

低：8.980

收：9.080

資料載入中...

總覽公司新聞公告

東嶽集團(00189.HK)遭易方達基金減持420.4萬股

東嶽集團03月21日主力淨流出1235萬元散戶資金買入

中金：維持東嶽集團(00189)“跑贏行業”評級上調目標價至11.6港元

東嶽集團預計2024年整體溢利同比增長超60%

港股異動 | 東嶽集團(00189)盈喜後漲超4% 預計2024年度股東應佔溢利增超14%

《盈喜》東嶽集團(00189.HK)需求增加預告全年多賺超過14%

阿斯达克财经

東嶽集團盈喜：預期2024年溢利增加超過60%

東嶽集團(00189)發盈喜預計2024年度股東應佔溢利增加超過14%

智通财经网

東嶽集團03月14日主力淨流出195萬元散戶資金買入

股權變動頻頻，東嶽氫能更換券商後三戰IPO

易方達旗下基金增持港股東嶽集團，如何追AI風口正考驗着基金經理們

港股異動 | 東嶽集團(00189)漲超6% 近日獲易方達基金舉牌公司為全球最大PTFE材料供應商

東嶽集團盤中異動早盤急速上漲5.28%報9.770港元

減持剛滿一週，易方達又買進東嶽集團，近期還繼續減持了新秀麗

红星资本局

東嶽集團03月11日遭主力拋售238萬元

易方達出手，舉牌這家港股公司

中证金牛座

逆向佈局易方達基金舉牌東嶽集團

逆向出手！易方達基金舉牌“人形機器人”供應商東嶽集團

港股異動 | 東嶽集團(00189)漲超5% 製冷劑價格上行機購看好產品景氣度延續

東嶽集團盤中異動股價大漲5.02%

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07:02","pubTimestamp":1742770955,"startTime":"0","endTime":"0","summary":"格隆汇3月24日丨根据联交所最新权益披露资料显示，2025年3月18日，东岳集团(00189.HK)遭易方达基金管理有限公司在场内以每股均价9.2549港元减持420.4万股，涉资约3890.76万港元。减持后，易方达基金管理有限公司最新持股数目为120,285,000股，持股比例由7.18%下降至6.94%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/03/24070248972413.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":"jinrongjie_stock","symbols":["00189","BK1511","BK1522","BK1129","BK1594"],"gpt_icon":0},{"id":"2521472261","title":"東嶽集團03月21日主力淨流出1235萬元 散戶資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2521472261","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521472261?lang=zh_tw&edition=fundamental","pubTime":"2025-03-21 16:17","pubTimestamp":1742545020,"startTime":"0","endTime":"0","summary":"03月21日, 东岳集团股价跌4.46%，报收9.21元，成交金额1.62亿元，换手率1.00%，振幅4.67%，量比0.96。东岳集团今日主力资金净流出1235万元，上一交易日主力净流入1043万元。该股近5个交易日下跌1.73%，主力资金累计净流入1009万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入1.06亿元，其中净流入天数为10日。该股主力净额占比0.08%，港股市场排名2528/2651。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321170707a43c737f&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, 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11:13","pubTimestamp":1742354029,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，维持东岳集团“跑赢行业”评级，氟聚合物价格2H24环比有所下行，该行下调东岳集团2024年净利润预测21%至8.21亿元人民币。考虑到制冷剂价格上行幅度超出预期，该行上调2025年净利润预测16%至21.13亿元人民币，新引入2026年净利润预测26.94亿元人民币。东岳集团持有东岳硅材44.4%的权益，该行认为也将受益于有机硅价格上行。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1263881.html","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":"stock_zhitongcaijing","symbols":["00189"],"gpt_icon":0},{"id":"2520995963","title":"東嶽集團預計2024年整體溢利同比增長超60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2520995963","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520995963?lang=zh_tw&edition=fundamental","pubTime":"2025-03-19 10:27","pubTimestamp":1742351220,"startTime":"0","endTime":"0","summary":"3月19日，东岳集团发布公告，预计截至2024年12月31日的年度，公司的拥有人应占溢利将同比增加超过14%，而整体溢利预计将增加超过60%。此外，每股基本及摊薄盈利预计将增加超过43%。此次盈利增长主要归因于中国政府对制冷剂生产设置的年度配额，导致2024年制冷剂的需求和价格大幅上升。同时，公司通过有效的成本控制措施，减少了成本及其他开支，部分亏损实体的亏损也得到了削减，尤其是山东东岳有机硅材料股份有限公司预计将实现净溢利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250319103457971bc1a9&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, 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09:37","pubTimestamp":1742348233,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东岳集团盈喜后涨超4%，截至发稿，涨3.57%，报9.58港元，成交额3343.6万港元。消息面上，3月18日，东岳集团发布公告，与截至2023年12月31日止年度相比，预计截至2024年12月31日止年度集团将取得公司拥有人应占本年度溢利增加超过14%；及本年度溢利增加超过60%以及本年度每股基本及摊薄盈利增加超过43%。","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":"http://www.zhitongcaijing.com/content/detail/1263830.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1511","BK1129","BK1522","BK1594","00189"],"gpt_icon":0},{"id":"2520980355","title":"《盈喜》東嶽集團(00189.HK)需求增加  預告全年多賺超過14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2520980355","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520980355?lang=zh_tw&edition=fundamental","pubTime":"2025-03-19 02:18","pubTimestamp":1742321880,"startTime":"0","endTime":"0","summary":"东岳集团(00189.HK) 发盈喜，预计2024年度公司拥有人应占溢利较上年度增加超过14%；及本年度溢利增加超过60%。主要由于制冷剂的需求不断增加，年内价格大幅上涨；及采取有效措施进行成本控制。(de/d)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-18 16:25。)过往派息公布日期派息事项派息内容2024/08/28中期业绩无派息2024/03/26末期业绩股息：港元 0.10002023/08/25中期业绩无派息2023/03/28末期业绩股息：港元 0.6000AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190909133920839_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190909133920839_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1425722/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1129","BK1511","00189","BK1522","BK1594"],"gpt_icon":0},{"id":"2520607181","title":"東嶽集團盈喜：預期2024年溢利增加超過60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2520607181","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520607181?lang=zh_tw&edition=fundamental","pubTime":"2025-03-18 23:17","pubTimestamp":1742311024,"startTime":"0","endTime":"0","summary":"格隆汇3月18日丨东岳集团公告，与截至2023年12月31日止年度相比，预计集团截至2024年12月31日止年度将录得公司拥有人应占年度溢利增加超过14%；及年度溢利增加超过60%以及年度每股基本及摊薄盈利增加超过43%。尤其是，公司非全资附属公司山东东岳有机硅材料股份有限公司预期年度将录得净溢利，而截至2023年12月31日止年度则录得净亏损。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031823214694b8d912&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031823214694b8d912&s=b","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":"tencent","symbols":["BK1594","00189","BK1522","BK1129","BK1511"],"gpt_icon":0},{"id":"2520604239","title":"東嶽集團(00189)發盈喜 預計2024年度股東應佔溢利增加超過14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2520604239","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520604239?lang=zh_tw&edition=fundamental","pubTime":"2025-03-18 22:57","pubTimestamp":1742309820,"startTime":"0","endTime":"0","summary":"东岳集团发布公告，与截至2023年12月31日止年度相比，预计截至2024年12月31日止年度集团将取得公司拥有人应占本年度溢利增加超过14%;及本年度溢利增加超过60%以及本年度每股基本及摊薄盈利增加超过43%。","market":"other","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://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-18/doc-ineqayze6403818.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":"sina","symbols":["00189","BK1511","BK1522","BK1129","BK1594"],"gpt_icon":0},{"id":"2519182234","title":"東嶽集團03月14日主力淨流出195萬元 散戶資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2519182234","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519182234?lang=zh_tw&edition=fundamental","pubTime":"2025-03-14 16:15","pubTimestamp":1741940120,"startTime":"0","endTime":"0","summary":"03月14日, 东岳集团股价跌1.59%，报收9.27元，成交金额1.57亿元，换手率0.98%，振幅3.82%，量比0.90。东岳集团今日主力资金净流出195万元，上一交易日主力净流入449万元。该股近5个交易日上涨0.11%，主力资金累计净流入3086万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入9487万元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250314164710a1dc79c9&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250314164710a1dc79c9&s=b","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":"tencent","symbols":["BK1511","BK1522","BK1129","00189","BK1594"],"gpt_icon":0},{"id":"2519896684","title":"股權變動頻頻，東嶽氫能更換券商後三戰IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2519896684","media":"泰山财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519896684?lang=zh_tw&edition=fundamental","pubTime":"2025-03-14 07:31","pubTimestamp":1741908705,"startTime":"0","endTime":"0","summary":"公司股权结构较为分散，共有41位股东。东岳氢能的上市计划始于2020年，当年公司完成股份制改造，10月22日与中信建投签署IPO辅导协议。但在2022年5月辅导工作完成后，张建宏取代东岳集团成为东岳氢能最大股东，由于股东发生股权变动，东岳氢能决定延迟上市进程以进一步符合相关要求。2023年9月13日，东岳氢能再次在山东证监局办理辅导备案登记，辅导券商仍为中信建投。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250314073857a1dbcde0&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, 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10:40","pubTimestamp":1741833600,"startTime":"0","endTime":"0","summary":"　　被传出易方达举牌的消息后，3月12日，东岳集团跳空高开，开盘冲涨超9%，截至收盘涨幅回落至3.02%。　　香港联交所最新披露的资料显示，东岳集团在2月26日获易方达基金增持241.6万股，每股均价约为8.75港元，涉资约2113.6万港元。增持后，易方达基金持股达到约1.22亿股，持股比例从之前的6.92%升至7.06%，构成举牌。基金去年四季度公告显示，截至去年年末，共有7只易方达基金产品将东岳集团纳入前十大重仓股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/hk/2025-03-13/doc-inepnpwp3673379.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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10:20","pubTimestamp":1741746053,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东岳集团涨超6%，截至发稿，涨5.02%，报9.41港元，成交额7218.61万港元。消息面上，近日，据券商中国报道，易方达基金近日在港股市场增持新材料龙头东岳集团，持股比例超过7%。东岳集团是全球最大的PTFE材料供应商，PTFE材料因其低成本和高性能，成为人形机器人赛道的关键材料。易方达基金此举被视为通过“卖铲子”逻辑，规避人形机器人赛道竞争激烈的问题。","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":"http://www.zhitongcaijing.com/content/detail/1260734.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1522","00189","BK1594","BK1511","BK1129"],"gpt_icon":0},{"id":"2518851830","title":"東嶽集團盤中異動 早盤急速上漲5.28%報9.770港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2518851830","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518851830?lang=zh_tw&edition=fundamental","pubTime":"2025-03-12 09:30","pubTimestamp":1741743024,"startTime":"0","endTime":"0","summary":"2025年03月12日早盘09时30分，东岳集团股票出现异动，股价大幅上涨5.28%。截至发稿，该股报9.770港元/股，成交量71.4万股，换手率0.04%，振幅2.59%。资金方面，该股资金流入320.523万港元，流出137.62万港元。东岳集团股票所在的特殊化工用品行业中，整体涨幅为0.05%。其相关个股中，东岳集团、彩客新能源、三和精化涨幅较大，振幅较大的相关个股有东岳集团、稀美资源、GHW INTL，振幅分别为2.59%、0.00%、0.00%。这是继1月9日减持150万股后，其在年内第二次减持新秀丽。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250312093028a1d6aa57&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, 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18:53","pubTimestamp":1741690412,"startTime":"0","endTime":"0","summary":"红星资本局3月11日消息，港股“躁动行情”继续，公募交易情绪也在升温。据港交所股权披露数据，2月26日，头部公募易方达基金以每股均价约8.75港元增持241.6万股东岳集团（0189.HK），涉及资金约2113.6万港元。增持后，易方达持有该股数量约1.22亿股，持股比例升至7.06%。","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":"http://finance.eastmoney.com/a/202503113342576667.html","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":"stock_eastmoney","symbols":["SG9999011746.SGD","LU1880383366.USD","BK1577","LU2065171311.SGD","BK1511","SGXZ23171101.USD","LU0572939691.SGD","SG9999004311.SGD","BK1500","00189","LU2065170008.USD","BK1227","LU0251143458.SGD","LU0264606111.USD","BK1522","LU2065169927.USD","LU0823040885.USD","LU0607220059.USD","SG9999004303.SGD","LU2065171402.SGD","LU0572940350.SGD","BK1602","BK1594","01910","LU0149534421.HKD","BK1129"],"gpt_icon":0},{"id":"2518713428","title":"東嶽集團03月11日遭主力拋售238萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2518713428","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518713428?lang=zh_tw&edition=fundamental","pubTime":"2025-03-11 16:17","pubTimestamp":1741681028,"startTime":"0","endTime":"0","summary":"03月11日, 东岳集团股价跌1.28%，报收9.28元，成交金额9515万元，换手率0.60%，振幅2.34%，量比0.78。东岳集团今日主力资金净流出238万元，上一交易日主力净流出634万元。该股近5个交易日上涨7.66%，主力资金累计净流入278万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入5175万元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250311170359abf60bf6&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, 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13:45","pubTimestamp":1741671900,"startTime":"0","endTime":"0","summary":"日前，港交所最新披露的数据显示，东岳集团2月26日获易方达基金增持241.6万股，每股均价约为8.75港元，易方达共增持东岳集团约2113.6万港元。增持后，易方达基金持有东岳集团约1.22亿股，持股比例升至7.06%，构成举牌。截至2024年底，共有18家基金公司持有东岳集团。其中，易方达基金、中欧基金、富国基金、信达澳亚基金等均在2024年四季度增持了东岳集团，持有东岳集团的基金产品中，易方达基金陈皓管理的多只产品持有较多东岳集团股票。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031114095398a369e6&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, 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10:04","pubTimestamp":1741658640,"startTime":"0","endTime":"0","summary":"　　在人形机器人、AI智能硬件、电动车需求趋势火爆之际，头部公募基金公司另辟蹊径，选择在“卖铲子”领域进行举牌操作。　　易方达基金此次南下举牌PTFE材料供应商，或是通过“卖铲子”的逻辑来规避机器人赛道拥挤问题，与此同时，部分专注于机器人赛道的基金经理，在其前十大重仓股中几乎全部配置了PTFE材料和PEEK材料的供应商，且对PTFE材料的持仓比重显著高于PEEK材料。","market":"sg","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://finance.sina.com.cn/stock/zqgd/2025-03-11/doc-inepfvkp9921215.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":"sina","symbols":["00189","BK1129","BK1594","BK1511","BK1522"],"gpt_icon":0},{"id":"2517147177","title":"港股異動 | 東嶽集團(00189)漲超5% 製冷劑價格上行 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