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港股破发股聚水潭跌9.25%创新低 汇添富景林等浮亏
Zhong Guo Jing Ji Wang· 2026-02-10 09:16
中国经济网北京2月10日讯 聚水潭集团股份有限公司(以下简称"聚水潭",06687.HK)今日港股 收报20.60港元,跌幅9.251%,今日盘中最低价20.16港元,创上市以来最低价。该股港股目前处于破 发状态。 聚水潭2025年10月21日在港交所上市。配发结果公告显示,聚水潭全球发售项下发售股份数目 68,166,200股股份(视乎超额配股权行使与否而定),香港发售股份数目6,816,700股发售股份,国际 发售股份数目61,349,500股发售股份。 (责任编辑:徐自立) 聚水潭的联席保荐人、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人为中国国 际金融香港证券有限公司、J.P.MorganSecurities(FarEast)Limited;联席账簿管理人及联席牵头经办人 为富途证券国际(香港)有限公司。 配发结果公告显示,聚水潭的基石投资者为Blue Lake Capital Opportunity Fund I, L.P.("Blue Lake Capital Opportunity Fund")、汇添富基金管理股份有限公司("CUAM")及汇添富资产管理(香 港)有限公司("汇添富 ...
爱芯元智港股募29.6亿港元首日收平 连亏3年3季
Zhong Guo Jing Ji Wang· 2026-02-10 09:10
| 所得款項 | | | --- | --- | | 所得款項總額(附註) | 2,958.6 百 萬 港 元 | | 減:按最終發售價計算的估計應付上市開支 | (159.6)百萬港元 | | 所得款項浄額 | 2,799.0 百 萬 港 元 | 中国经济网北京2月10日讯 爱芯元智半导体股份有限公司(以下简称"爱芯元智",06809.HK)今日在港交所上市。截 至今日收盘,爱芯元智收平,报28.20港元。 爱芯元智是人工智能(「AI」)推理系统芯片(「SoC」)的供货商,专注为边缘计算与终端设备AI应用打造高性能 感知与计算平台。 根据配发结果公告,爱芯元智本次发行发售股份数目(于超额配股权获行使前)为104,915,200股股份,其中,香港公 开发售的发售股份最终数目为10,491,600股股份,国际发售的发售股份最终数目(于超额配股权获行使前)为 94,423,600股股份。 | 慣格資料 | | | --- | --- | | 最終發售價 | 28.20 港元 | | 發售價範圍 | 不適用 | | 發售價進行調整 | 不適用 | | 發售股份及股本 | | | 發售股份數目(於超額配股權獲行使前) ...
万润新能跌3.96% 2022上市见顶超募49亿东海证券保荐
Zhong Guo Jing Ji Wang· 2026-02-10 09:10
Group 1 - The stock price of Wanrun New Energy (688275.SH) fell by 3.96%, closing at 83.73 yuan [1] - Wanrun New Energy was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 29, 2022, with an initial public offering of 21,303,795 shares at a price of 299.88 yuan per share [1] - The stock reached an all-time high of 259.99 yuan on its first trading day but is currently in a state of decline [1] Group 2 - The total funds raised from the initial public offering amounted to 638.8582 million yuan, with a net amount of 614.56226 million yuan after deducting issuance costs [1] - The company raised 4.884 billion yuan more than originally planned, with the funds intended for high-performance lithium-ion battery materials projects and working capital [1] - The issuance costs for the IPO were 24.29594 million yuan, including underwriting fees of 21.2 million yuan [2] Group 3 - On May 24, 2023, Wanrun New Energy announced a profit distribution plan, distributing a cash dividend of 3.52 yuan per share and a capital increase of 0.48 shares per share [2] - The total cash dividend distributed amounted to 299,957,426.56 yuan, with an additional 40,903,285 shares being issued [2] - The total share capital after the distribution will be 126,118,463 shares [2]
和府捞面南京某店卤肉饭吃出异物 回应称正在处理中
Zhong Guo Jing Ji Wang· 2026-02-10 09:06
中国经济网记者致电和府捞面了解详情,对方回应称"这件事正在处理中"。 中国经济网北京2月10日讯信网2月8日《和府捞面卤肉饭吃出尖锐铁丝店方承认是后厨工具掉落部件》 报道显示,近日,江苏南京的倪先生反映,2月3日晚,他与朋友前往和府捞面(南京文鼎广场店)用餐 时,从卤肉饭中吃出一根尖锐铁丝,所幸发现及时未吞入口中。和府捞面南京文鼎广场店负责人李先生 回应称,经内部排查,确认铁丝是后厨一个小铁丝篓的掉落部件。 天眼查工商信息显示,和府捞面品牌所属的江苏和府餐饮管理有限公司,成立于2012年,注册资本 1526.5万元,法定代表人李亚彬。融资历程显示,该公司已经多轮融资。2020年11月,该公司进行了D 轮融资,金额4.5亿元,腾讯投资、华映资本、龙湖资本等领跟投。2021年7月,E轮融资近8亿元, CMC资本、众为资本、龙湖资本、腾讯投资等领跟投。2022年8月获得E+轮融资,具体金额未披露,虎 童资本参与投资。 ...
杰美特跌5.12% 2020年上市超募7.7亿东兴证券保荐
Zhong Guo Jing Ji Wang· 2026-02-10 09:05
杰美特于2020年8月14日披露的招股说明书显示,该公司拟募集资金4.46亿元,拟分别用于移动智能终 端配件产能扩充项目、技术研发中心建设项目和品牌建设及营销网络升级项目。 杰美特的保荐机构为东兴证券股份有限公司,保荐代表人为彭丹、贾卫强。杰美特首次公开发行股票的 发行费用总计1.31亿元,其中,东兴证券股份有限公司获得保荐、承销费用1.12亿元。 中国经济网北京2月10日讯杰美特(300868)(300868.SZ)今日收报31.50元,跌幅5.12%。 杰美特于2020年8月24日在深交所创业板上市,公开发行股份数量为3200万股,发行价格为41.26元/ 股。募集资金总额为132,032.00万元,扣除发行费用13,061.69万元后,募集资金净额为118,970.31万元, 其中超募资金总额为76,671.84万元。上述募集资金已于2020年8月14日到达公司募集资金专用账户。 上市次日,即2020年8月25日,杰美特盘中创下上市以来最高点95.60元。目前该股处于破发状态。 ...
乐欣户外港股募3.5亿港元首日涨102% 九成收入靠代工
Zhong Guo Jing Ji Wang· 2026-02-10 09:03
Core Viewpoint - Lexin Outdoor International Limited (乐欣户外) has successfully listed on the Hong Kong Stock Exchange, closing at HKD 24.78, a 102.29% increase from its final offering price of HKD 12.25, indicating strong market interest and investor confidence in the company [1][6]. Group 1: IPO Details - The total number of shares offered globally was 28,205,000, with 2,820,500 shares available for public sale in Hong Kong and 25,384,500 shares for international sale [2]. - The total proceeds from the offering amounted to HKD 345.5 million, with net proceeds after estimated listing expenses of HKD 60.4 million being HKD 285.2 million [7]. - Key cornerstone investors include Horizon Venture Capital Management Limited and Huangshan Dejun Enterprise Management Limited, which collectively acquired 37.62% of the offered shares [4][5]. Group 2: Financial Performance - The company reported revenues of RMB 818.4 million, RMB 463.3 million, RMB 573.5 million, RMB 391.0 million, and RMB 460.3 million for the years ending December 31 from 2022 to 2025, with net profits of RMB 113.9 million, RMB 49.0 million, RMB 59.4 million, RMB 46.7 million, and RMB 56.2 million respectively [8][9]. - In 2023, the company experienced a significant decline in revenue by 43.40% and a net profit decrease of 56.98% compared to the previous year [9]. Group 3: Market Position and Strategy - Lexin Outdoor is recognized as a global leader in the fishing equipment industry, holding a market share of 28.4% in China as of 2024, significantly higher than other domestic competitors [7]. - The company plans to utilize the proceeds from the IPO for brand development, product design, establishing a global fishing tackle innovation center, upgrading production facilities, and enhancing digital capabilities [7]. - The company has maintained over 90% of its revenue from the OEM/ODM model, with major clients including Decathlon and well-known fishing brands like Rapala VMC and Pure Fishing, indicating a strong reliance on international brand partnerships [10][12]. Group 4: Risks and Concerns - The company faces significant customer concentration risk, with approximately 55% of its revenue coming from its top five clients, and the largest single client contributing 17.7% of revenue in the first eight months of 2025 [12]. - Transactions with related party Taipson Group raise concerns regarding pricing fairness, as Taipson is both a major customer and a core supplier, leading to potential conflicts of interest [12]. - The overall gross margin for Lexin Outdoor has been reported at 23.2%, 26.6%, 26.6%, and 27.7% from 2022 to 2025, while the gross margin for products sold to Taipson Group was significantly lower, indicating potential profitability issues [12].
科士达控股股东拟套现约3.1亿元 去年已套现2.2亿元
Zhong Guo Jing Ji Wang· 2026-02-10 09:03
Core Viewpoint - The company Keda (002518.SZ) announced a share reduction plan by its controlling shareholder, Ningbo Keda Venture Capital Partnership, which will reduce its holdings by up to 5,822,200 shares, representing 1% of the total share capital [1] Group 1: Shareholding and Reduction Plan - Ningbo Keda holds 330,462,060 shares, accounting for 56.76% of the total share capital of the company [1] - The planned reduction will occur within three months after the announcement, using block trading or centralized bidding methods [1] - The estimated amount from this reduction is approximately 30,944.99 million yuan, based on the closing price of 53.15 yuan per share on February 9, 2026 [1] Group 2: Previous Share Reduction - On September 26, 2025, the company was notified that Ningbo Keda had already reduced its holdings by 5,822,200 shares from August 29 to September 26, 2025, which also represented 1% of the total share capital [1] - The total cashing amount from the previous reduction was approximately 220,079,160 yuan, calculated at an average price of 37.80 yuan per share during the reduction period [1]
东风汽车坚持“做难而正确的事”,锚定2026年325万辆目标
Zhong Guo Jing Ji Wang· 2026-02-10 08:57
Core Insights - Dongfeng Motor achieved significant growth in 2025, with new energy vehicle (NEV) sales reaching 1.05 million units, a year-on-year increase of 21%, and total sales of self-owned brands exceeding 1.5 million units, accounting for over 60% of total sales [1][3] - The company aims for ambitious targets in 2026, setting overall sales at 3.25 million units, including 1.7 million NEVs and 600,000 units for export [1][3] Group 1: Sales Performance - In 2025, Dongfeng's NEV sales reached 1.05 million units, marking a 21% increase year-on-year [1][3] - Self-owned brand sales surpassed 1.5 million units, representing over 60% of total sales, indicating a successful transition from the investment phase to the harvest phase [3] Group 2: Technological Advancements - Dongfeng's R&D investment intensity reached 7.9% in 2025, with the DF30 automotive-grade high-end MCU chip entering mass production, achieving full-stack domestic control [5] - The Mahle hybrid engine's thermal efficiency exceeded 48%, setting a new industry record, while the largest 16,000T integrated die-casting production line was established, enhancing vehicle lightness and manufacturing efficiency [5] Group 3: Brand and Product Strategy - Dongfeng is developing a clearer and more synergistic brand and product matrix, with the Dongfeng Warriors setting a benchmark for luxury electric off-road vehicles and the Dongfeng Lantu leading the high-end market [7] - The company is exploring a new model of "Chinese customers, Chinese standards, Chinese components, Chinese speed," creating a strategic community for co-creating new value [7] Group 4: Future Goals and Innovations - For 2026, Dongfeng aims to accelerate the transition from "technology realization" to "value resonance," focusing on smart, green, and integrated transformation [7] - The company plans to launch the new generation Mahle power system and high-performance DF30 chip on a large scale, with the "Tianyuan Intelligent" system and "Tianyuan Smart Cabin" enhancing user experience [7][9] Group 5: Upcoming Product Launches - The new "Yijing" brand, co-created with Huawei, is set to debut globally in March 2026, focusing on high-end intelligent vehicles [9] - Dongfeng will introduce several new models, including the U series from Dongfeng Warriors and various high-end products from Dongfeng Lantu, targeting intelligent driving and aesthetics [9][10]
华商基金邓默:经济进入良性循环 盈利修复与流动性或为市场提供助力
Zhong Guo Jing Ji Wang· 2026-02-10 08:37
万得微盘股指数2025年全年上涨70.70%,同期万得全A指数上涨27.65%。小微盘指数通常具备高弹性、 低机构持仓特征,在流动性充裕环境下易获资金青睐。 华商基金量化投资部总经理、华商品质慧选混合基金经理邓默表示随着经济进入良性循环,盈利修复与 市场流动性都会为市场后续上涨提供助力,市场风险偏好将进一步提升,会保持乐观,同时关注潜在风 险,结合业绩数据动态调仓,在市场上行周期中为持有人增厚收益。 邓默为数学博士,现任华商基金量化投资总监、量化投资部总经理,是主动量化领域的知名老将,拥有 超10年的证券投资经验。他的投资偏向均衡配置风格,以量化模型为主线,结合量化数据客观合理的特 点以及主动投资的深度研究方法,发挥量化模型客观理性的优势和华商基金投研的主动管理优势,通过 定量与定性分析相结合的方法,在不同价格场景下使用不同选股逻辑,掘金高景气行业优质资产。 具体到华商品质慧选混合基金的投资策略上,邓默博士表示,仍然围绕低估值高成长风格构建小盘股投 资组合,借助量化模型工具进行选股,利用模型在小市值风格中做组合构建。随着经济进入良性循环, 盈利修复与市场流动性都会为市场后续上涨提供助力,市场风险偏好将进一步提 ...
联盛化学控股股东方拟减持套现1亿元 2022年上市募8亿
Zhong Guo Jing Ji Wang· 2026-02-10 08:15
中国经济网北京2月10日讯 联盛化学(301212.SZ)昨晚披露关于公司控股股东及其一致行动人减持股 份预披露的公告称,公司的控股股东联盛化学集团有限公司(以下简称"联盛集团")及其一致行动人台 州市高盛投资合伙企业(有限合伙)(以下简称"台州高投")计划自公告披露之日起15个交易日后的3 个月内以集中竞价交易方式和大宗交易方式减持公司股份。 直接持有公司股份57,000,000股(占公司总股本比例52.78%)的控股股东联盛集团和直接持有公司 股份5,000,000股(占公司总股本比例4.63%)的一致行动人台州高投计划以集中竞价交易方式和大宗交 易方式减持其持有的公司股份合计不超过3,240,000股(占公司总股本比例3%)。其中,以集中竞价交 易方式减持的,在任意连续90个自然日内,减持股份的总数合计不得超过公司股份总数的1%;通过大 宗交易方式减持的,在任意连续90个自然日内,减持股份的总数合计不得超过公司股份总数的2%。 按照昨日收盘价30.97元计算,联盛集团及其一致行动人台州高投本次拟套现约1亿元。 联盛化学表示,截至公告披露日,公司不存在破发、破净情形,最近三年累计现金分红金额未低于 最近三 ...