Shen Zhen Shang Bao
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债券型基金规模占比极高,权益产品规模偏小 东海基金副总离任
Shen Zhen Shang Bao· 2025-10-09 23:10
近年来东海基金高管团队变动较大。根据公告,东海基金原董事长杨明于今年4月下旬因个人原因离 任,同时他还离任了东海证券执行委员会主任(总裁)一职。袁忠自2025年4月29日起任东海基金董事 长,同时任东海基金管理有限责任公司董事。 据公开信息,东海基金于2013年2月25日正式成立,是中国证监会批准设立的第78家公募基金管理公 司,注册地上海。公司第一大股东为东海证券。 据同花顺数据,截至2025年三季度末,东海基金公募资产管理规模为284.3亿元,在同业约200家机构中 排名第104位;非货管理规模为262.19亿元,行业排名第90位。其中,14只债券型基金规模达到280.88亿 元,是公司规模增长的"主力军"。权益产品方面,除今年8月与9月新成立的两只基金外,东海基金旗下 有9只产品规模不足5000万元。业绩方面,东海美丽中国灵活配置混合A等4只产品今年以来的收益跑输 同期基准;东海核心价值、东海科技动力A、东海数字经济混合发起式A、东海启航6个月混合A等近两 年收益率至少跑输同期基准业绩10个百分点。 【深圳商报讯】(记者 詹钰叶)东海基金日前宣布原副总经理、首席信息官离任,接任者同日履新。 半年前,公司 ...
8小时众筹百万美元 华强北商家观望智能戒指
Shen Zhen Shang Bao· 2025-10-09 23:10
Group 1 - Shenzhen JiuZhi Technology's RingConn Gen 2 raised over $4 million on Kickstarter, setting a record for the category within 8 hours [1] - The smart ring market is gaining attention, but there are limited retailers in Shenzhen, with fewer than 4 specialized sellers [1] - The monthly shipment of smart rings has reached around 80,000 to 90,000 units, nearing the monthly shipment of smartwatches [1] Group 2 - Most smart rings available are "white label" products focused on health monitoring, with prices ranging from 100 to 200 yuan [1] - The current smart rings are generally thick and lack aesthetic appeal, but there is a trend towards customization services [2] - The international smart ring market is becoming competitive, with companies like Oura and Samsung offering advanced features and personalized experiences [2] Group 3 - Domestic manufacturers, including JiuZhi Technology, Huami, and Transsion, are accelerating their product development in the smart ring sector [2] - White label manufacturers need to enhance product quality and brand image while exploring market opportunities through affordability and customization [2] - Strengthening copyright protection and patent applications will be crucial for manufacturers to tackle market challenges [2]
9月份私募调研 青睐电子和机械
Shen Zhen Shang Bao· 2025-10-09 23:04
Group 1 - In September, a total of 979 private equity managers participated in research, covering 529 stocks across 30 Shenwan primary industries, with a total of 2,789 research instances [1] - 41 large private equity firms, each managing over 10 billion, participated in the research, covering 189 stocks with a total of 318 research instances [1] - The electronics industry had the highest number of research instances, with 554 instances covering 78 stocks, while the machinery equipment sector had the most stocks researched, totaling 444 instances across 86 stocks [1] Group 2 - The top 10 stocks in terms of research instances in September were each researched at least 36 times and recorded positive returns [2] - Among the top 10 private equity firms by research instances, six were large firms, including Panjing Investment, Gao Yi Asset, and others, with research instances ranging from 20 to 34 [2] - Gao Yi Asset focused its research on 22 stocks, primarily in the electronics and pharmaceutical industries, with 9 and 6 stocks respectively [2]
前三季度百强房企销售总额2.6万亿元 保利发展卖房居首
Shen Zhen Shang Bao· 2025-10-09 23:02
中指研究院认为,后续政策仍将维持宽松基调,预计将继续聚焦"止跌回稳"目标,推动已出台各项政策 加快落实。核心城市新房供应或迎来温和改善,对市场预计形成一定支撑,但更多城市新项目较为有 限,市场分化行情将延续。 值得一提的是,9月份单月百强房企销售总额环比增长11.9%,建发、滨江、金茂、保利置业等房企销 售表现较为强劲。 【深圳商报讯】(记者 陈燕青)9月份楼市销售有所回暖。中指研究院最新数据显示,今年前9个月, 百强房企销售总额为26065.9亿元,同比下降12.2%,降幅较前8个月收窄1.1个百分点。前三季度百强房 企权益销售额为18060.4亿元,权益销售面积为9274.0万平方米。 从房企排名看,保利发展(600048)、绿城中国、中海地产、华润置地、招商蛇口(001979)位居销售 额前五名,前三季度全口径销售额分别为2017亿元、1785亿元、1705亿元、1544亿元、1406.6亿元。 ...
前三季度百强房企拿地总额增长36.7% 中海地产拿地第一
Shen Zhen Shang Bao· 2025-10-09 23:02
Group 1 - The total land acquisition amount by the top 100 enterprises in the first three quarters reached 727.8 billion yuan, representing a year-on-year increase of 36.7%, with the growth rate expanding by 8.7 percentage points compared to the first eight months [1] - In September, several real estate companies acquired large-scale land through acquisitions, leading to an increase in the year-on-year growth of land acquisition amounts, with 8 out of the top 10 companies by acquisition amount being state-owned enterprises [1] - In terms of new value added, Greentown China, Poly Developments, and China Overseas Property ranked the top three, with Greentown China adding 117.5 billion yuan in new value, Poly Developments at 101 billion yuan, and China Overseas Property at 95.2 billion yuan [1] Group 2 - The total new value added by the top 100 enterprises in the first three quarters amounted to 763.8 billion yuan, accounting for 42.5% of the total [1] - Among the top 10 companies in key cities for land acquisition, state-owned enterprises and local state-owned assets remain the main players, while private enterprises only supplement land reserves in key areas [1]
东鹏饮料赴港IPO
Shen Zhen Shang Bao· 2025-10-09 23:01
超八成收入来自单一产品 【深圳商报讯】(记者 钟国斌)据港交所10月9日披露,东鹏饮料(605499)(集团)股份有限公司 (下称"东鹏饮料")向港交所主板提交上市申请书,华泰国际、摩根士丹利、瑞银集团为联席保荐人。 值得一提的是,东鹏饮料曾于2025年4月3日向港交所递交过上市申请。 公开资料显示,2021年5月27日,东鹏饮料在上交所主板上市。10月9日,东鹏饮料开盘下跌1.88%报 298.09元/股,截至收盘,该股报301.51元/股,下跌0.75%,总市值1567.89亿元。今年以来,东鹏饮料上 涨23.81%。 东鹏饮料主营业务为饮料的研发、生产和销售。尼尔森数据显示,2024年东鹏特饮在国内能量饮料市场 的销售量占比高达47.9%,连续4年成为销售量最高的功能性饮料。 招股书显示,东鹏饮料产品结构单一,公司的营收高度集中于"能量饮料"这一单一品类。东鹏特饮作为 公司的核心产品,近3年在公司收入中占比超过八成。2022年至2024年,东鹏特饮收入在公司营收中的 占比分别为96.6%、91.9%、84%。 2025年上半年,东鹏饮料营业收入107.37亿元,同比增长36.37%。归母净利润23.75 ...
宝马4.2万元,奔驰3.6万元!深圳二手车市场“量升价跌”
Shen Zhen Shang Bao· 2025-10-09 23:01
成本高企 "金九银十"是汽车行业传统的销售旺季,国庆期间深圳商报·读创客户端记者走访深圳市区多家汽车销 售门店,发现二手车市场整体呈现回暖迹象,但行业整体仍面临"量升价跌"的结构性压力。 新车价格降价促销 二手车库存周期拉长 在深圳南山一家宝马4S店,记者看到不少明星车型6折促销,广告牌上写着内部员工价活动:"全新宝马 2系四门轿跑车指导价25.99万元,福利一口价16.8万元""德国原装进口宝马X2指导价31.69万元,一口价 18.8万元"等促销广告。 随后,记者来到南山区西丽二手车交易市场,发现昔日的豪车,如今只剩原价的十分之一。"这台2009 年款奔驰现在卖3.6万元,这辆2011年款宝马卖4.2万元,以前新车都是三四十万元,现在只卖一个零头 了。" 在西丽经营二手车行近二十年的老板感慨道,今年深圳二手车价格下行压力显著,库存周期延长。"在 2014年的时候,我们车行一周之内可以把收来的二手车全部卖掉。后来拉长到了半个月左右,今年已经 拉长到一个月左右。" 近日,中国汽车流通协会发布《2025年上半年中国汽车流通行业报告》(以下简称"协会报告"),据协 会二手车事业部2025上半年进行的二手车企业营商 ...
光明双节接待游客逾70万
Shen Zhen Shang Bao· 2025-10-09 23:01
Group 1 - The tourism revenue in Guangming District reached 420 million yuan during the National Day and Mid-Autumn Festival period, showing a year-on-year growth of over 54% [1] - The district received over 700,000 visitors, indicating strong consumer vitality [1] - The Shenzhen Science and Technology Museum, which opened on May 1, attracted over 2 million visitors in just over five months, becoming a significant landmark in the national science popularization sector [1] Group 2 - The "2025 Dadi Fengshou Festival" at Guangming Happy Farm successfully integrated agricultural themes with artistic installations and interactive experiences, creating a unique urban leisure space [2]
林园被吐槽错过牛市
Shen Zhen Shang Bao· 2025-10-09 22:58
Group 1 - The core viewpoint of the articles highlights that Lin Yuan's investment products have underperformed in the recent market recovery, leading to dissatisfaction among some investors, despite support from others who advocate for long-term investment strategies [1][2]. - Lin Yuan's investment strategy focuses on sectors such as the "beauty economy" and the "silver economy," indicating a belief in the future demand for aesthetics and health-related products for the aging population [3]. - Data shows that out of 19 investment products managed by Lin Yuan, 10 have reported losses over the past year, with none outperforming the CSI 300 index, and the best-performing product lagging behind by 11 percentage points [2]. Group 2 - Lin Yuan is recognized as a staunch investor in Guizhou Moutai and is known for his value investment approach, favoring industries with strong profitability and monopolistic positions, particularly in consumer and pharmaceutical sectors [3]. - The investment logic is shifting fundamentally, with Lin Yuan suggesting that future scarcity will revolve around human happiness and longevity rather than traditional commodities [3]. - Lin Yuan remains optimistic about the Chinese stock market, asserting that many companies are still undervalued compared to historical levels, despite some indices reaching new highs [3].
主投影片票房不佳+股东减持 果麦文化应声跌停
Shen Zhen Shang Bao· 2025-10-09 22:57
Core Viewpoint - Guomai Culture (301052) faced a significant drop in stock price due to poor box office performance of its main investment film, "The Stars of the Three Kingdoms Part One," which was released on October 1 and has underperformed expectations [1] Group 1: Company Performance - The film "The Stars of the Three Kingdoms Part One" has generated over 75 million yuan in box office revenue as of October 9, ranking 8th among films released during the National Day holiday, which is below market expectations [1] - Guomai Culture's stock was locked at the daily limit down from the opening on October 9, indicating a strong negative market reaction to the film's performance [1] Group 2: Shareholder Actions - On September 30, Guomai Culture announced that a shareholder holding more than 5% of the shares, Shanghai Jialien Management Consulting, plans to reduce its holdings by up to 500,000 shares, representing 0.51% of the company's total share capital, due to personal funding needs [1] - The planned reduction in shareholding is set to occur between October 30, 2023, and January 29, 2026, which may further impact investor sentiment [1]