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Typhoon Narra makes landfall in Hainan after floods force over 50,000 to evacuate in Guangxi_我的网站

蛇蝎美人第二季

一 | K图 300012_0 　　近一周（8月15日至21日）共有180多只个股获得机构调研，华测检测获调研机构数量居首。

A rescue boat is seen moves through a flooded area in Longzhou, South China's Guangxi Zhuang Autonomous Region, on August 24, 2026, after heavy rainfall brought by Typhoon Narra and upstream inflows caused water levels along the Zuojiang River to rise. Photo: VCGTyphoon Narra, the 19th typhoon of the year, made landfall along the coast of Changjiang county in South China's Hainan Province at around 6:40 pm on Tuesday, after bringing heavy rainfall and flooding to southern regions, triggering evacuation of 50,000 people across Guangxi Zhuang Autonomous Region.
Guangxi faced its most severe flooding in decades, with 14 rivers at 20 hydrological stations surpassing warning levels by 0.37 to 7.69 meters. The Mingjiang River recorded its highest flood peak since records began in 1953, surging 6.69 meters above the warning level, while the Zuojiang River saw its highest levels since 1986, the Xinhua News Agency reported on Tuesday.
According to a report from China News Service, the flood which hit the Zuojiang River brought the peak water level to 123.54 meters, 7.34 meters above the warning level.
A total of 15,535 people in Longzhou county have been evacuated and relocated, while rescue teams are carrying out relief operations for affected residents, China News reported on Tuesday.
Longzhou county lies along the China-Vietnam border, where the Ping'er River, an upstream tributary of the Zuojiang River, flows across the border. Flood conditions in Longzhou therefore depend not only on local rainfall but also on water flowing in from Vietnam. The Chinese side remains in daily contact with the Vietnamese side to keep track of inflows along the Ping'er River, China News Service reported.
An earlier report from Xinhua said that, as of Sunday, the typhoon had affected 61,000 people across Guangxi, with 54,000 people relocated due to the disaster and 8,087 placed in emergency shelters.
Since forming on August 21, Typhoon Narra has barely moved, lingering over the Beibu Gulf. As of 1 pm Tuesday, its center was located over the Beibu Gulf about 55 kilometers west-northwest of Dongfang city in South China's Hainan Province, maintaining tropical storm intensity, China Central Television (CCTV) News reported on Tuesday.
The Guangxi water resources authority on Tuesday upgraded its flood-control emergency response for Guigang, while maintaining higher-level responses in several other cities, including Chongzuo, Fangchenggang and Nanning, CCTV reported.
China's National Meteorological Center (NMC) said Typhoon Narra would make landfall or brush past Hainan, making landfall in Guangdong and Guangxi coastal areas on Tuesday night or Wednesday morning. It was packing winds of up to 20 meters per second near its center, with gale-force winds extending 100 to 150 kilometers outward — roughly comparable to the distance between New York City and Philadelphia. Narra is expected to weaken rapidly after making landfall.
Global Times
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　　华测检测获得167家机构调研，包含20家基金公司、38家证券公司、59家私募、4家保险公司等。　　2026年上半年公司实现营收34.29亿元，同比增长15.86%；实现归母净利润5.64亿元，同比增长20.63%；经营活动现金流净额4.38亿元，同比大幅增长150.34%；净利率达16.44%，同比提升0.65个百分点，盈利质量持续优化。

二 | 　　华测检测在调研活动中表示，2026年为公司“鲲跃之年”。上半年，公司坚守战略定力，紧扣“搏风击水、拓界逐光”年度发展主题，扎实落地“123战略”。一方面持续深化技术革新，加快人工智能、数字化及自动化技术落地，赋能业务发展；另一方面完善人才培养与发展体系，稳步提质增效，整体经营态势稳健向好。　　国际复材、洁美科技、传音控股等个股均获得100家以上机构调研。

三 | 其中，云天化和天山铝业动态市盈率均低至个位数。　　云天化动态市盈率为9.22倍。公司表示，下半年，硫磺价格高位运行将持续给湿法磷化工和磷肥行业带来成本压力。公司将持续发挥战略采购优势，动态做好战略库存管理，充分利用区域冶炼酸等资源，加大关键设备的技术改造，持续优化提升用酸结构和比例，保持成本端的良好竞争力。

四 | 同时，公司也将持续做实做好国内化肥保供稳价相关工作，积极协同相关部门和单位，确保保供硫磺的稳定持续供应，将硫磺成本控制到合理水平。　　天山铝业动态市盈率为7.02倍。上半年，公司电解铝直接对外销量约56万吨，其余通过铝箔坯料、高纯铝及电池箔等方式实现间接销售，合计销量约64万吨。石河子铝箔坯料上半年已实现盈利；高纯铝因采用“铝价+加工费”定价模式，依托偏析法技术的低成本优势，盈利情况稳定。　　另外，公司二季度氧化铝生产成本较一季度略有下降，主要得益于去年的高价铝土矿库存的逐步消化，若后续铝土矿采购价尤其是海运费下降，将对氧化铝成本下降产生积极影响。

五 | 预焙阳极方面，受石油焦价格同比上涨的影响，二季度成本较一季度略有增加。电力方面，二季度成本较一季度略有下降。　　从市场表现来看，近一周机构调研股平均下跌1.65%，鼎阳科技、恒逸石化、金禄电子等个股均涨超20%。

六 | 　　鼎阳科技表示，上半年高端产品收入占比提升至40%，同比提高10个百分点；高端产品实现量价齐升，销售收入同比增长65.75%、销售均价同比提升22.09%。从价格结构看，销售单价5万元以上产品营收同比增长71.67%，销售单价3万元以上产品营收同比增长57.98%，售价越高的产品增长越快。

七 | 　　恒逸石化在调研活动中表示，作为国内化纤龙头当中唯一布局海外炼化工厂的公司，充分受益于东南亚地区成品油供需格局长期偏紧，成品油盈利远好于国内，同时PX、苯等化工产品盈利继续维持高位水平。报告期内，文莱炼厂继续享受税收、市场化定价以及运保费低廉等优势，并全面把握市场机遇，实现了满产满销，单吨产品盈利长期维持高位水平，成为公司当前及今后业绩增长的核心因素，文莱炼厂的独特区位优势及前瞻战略布局优势愈发凸显。

八 | 　　金禄电子提到，根据公司2026年半年报披露的内容，公司AI服务器二次电源领域的16层2阶HDI厚铜电路板产品已试制成功并交客户验证；应用于人形机器人一体化关节模组、AI数据中心UPS、AI服务器连接器、边缘算力盒子等领域的PCB已由试制转为量产。公司将结合新产线的投产安排，加快推进相关领域的客户拓展、产品验证、工厂审核、订单承接等工作。（文章来源：数据宝）。