Ge Long Hui
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哈尔斯(002615.SZ):泰国产能爬坡正按计划有序推进,预计2026年末实现规划产能目标
Ge Long Hui· 2026-02-12 14:01
Core Viewpoint - The company Hars (002615.SZ) is progressing according to plan in ramping up its production capacity in Thailand, with expectations to achieve its planned capacity goals by the end of 2026 [1] Group 1 - The production capacity in Thailand is being ramped up in an orderly manner as per the company's schedule [1] - The transfer of orders from key customers to the U.S. is proceeding smoothly, indicating a strong demand and operational efficiency [1] - The capabilities of the Thai base are continuously improving, which supports the company in responding to changes in the international trade environment and ensures supply chain security [1]
大行评级丨小摩:下调卡夫亨氏目标价至22美元,评级降至“减持”
Ge Long Hui· 2026-02-12 14:00
Group 1 - Morgan Stanley has lowered Kraft Heinz's target price from $24 to $22, changing the rating from "Neutral" to "Underweight" [1] - The downgrade is based on the company's weak earnings outlook for 2026 and ongoing decline in North American sales [1] - There are risks associated with higher spending that may take time to yield results [1]
哈尔斯:公司自有品牌采取全渠道布局策略
Ge Long Hui· 2026-02-12 13:59
Core Viewpoint - The company, Hars (002615.SZ), is implementing an omnichannel strategy for its proprietary brand, focusing on both online and offline sales channels [1] Online Strategy - The company has fully covered major e-commerce platforms such as Tmall, JD.com, and Douyin, creating a multi-platform collaborative digital sales network [1] Offline Strategy - The KA (Key Account) channel is transitioning from traditional supermarkets to membership-based supermarkets, while also actively expanding into instant retail formats [1] - The company is significantly developing gift channels to establish a comprehensive channel system that covers daily consumption, immediate needs, and scenario-based gifting [1]
哈尔斯:公司OEM业务与头部客户保持长期稳定的战略合作关系
Ge Long Hui· 2026-02-12 13:59
格隆汇2月12日丨哈尔斯(002615.SZ)披露投资者关系活动记录表显示,公司OEM业务与头部客户保持长 期稳定的战略合作关系,核心客户合作年限均超10年。前期受国际形势波动及海外产能受限等因素影 响,客户下单节奏有所调整,对公司整体订单造成阶段性压力。当前,随着客户库存水平回落至较低水 平、海外产能逐步释放,客户补库需求显著回升,OEM业务订单呈现明显向好态势。与此同时,公司 积极拓展业务版图:一方面配合核心客户深耕北美其他地区、欧洲、日本等非美市场;另一方面加速布 局中东、东南亚等差异化区域,挖掘增量需求,为OEM业务持续增长注入新动能。 ...
哈尔斯:泰国产能爬坡正按计划有序推进,预计2026年末实现规划产能目标
Ge Long Hui· 2026-02-12 13:59
Core Viewpoint - The company is progressing according to plan in ramping up production capacity in Thailand, with expectations to achieve its planned capacity goals by the end of 2026 [1] Group 1 - The company's production capacity in Thailand is advancing in an orderly manner as scheduled [1] - Orders from key customers for the U.S. market are being successfully transferred, enhancing the company's operational capabilities in Thailand [1] - The Thai base is providing strong support to address changes in the international trade environment and ensure supply chain security [1]
哈尔斯(002615.SZ):公司自有品牌采取全渠道布局策略
Ge Long Hui· 2026-02-12 13:55
Core Viewpoint - The company, Hars, is implementing an omnichannel strategy for its proprietary brand, focusing on both online and offline sales channels [1] Online Strategy - The company has fully covered major e-commerce platforms such as Tmall, JD.com, and Douyin, creating a multi-platform collaborative digital sales network [1] Offline Strategy - The KA (Key Account) channel is transitioning from traditional supermarkets to membership-based supermarkets, while also actively expanding into instant retail formats [1] - The company is significantly developing gift channels to establish a comprehensive channel system that covers daily consumption, immediate needs, and scenario-based gifting [1]
哈尔斯(002615.SZ):公司OEM业务与头部客户保持长期稳定的战略合作关系
Ge Long Hui· 2026-02-12 13:55
格隆汇2月12日丨哈尔斯(002615.SZ)披露投资者关系活动记录表显示,公司OEM业务与头部客户保持长 期稳定的战略合作关系,核心客户合作年限均超10年。前期受国际形势波动及海外产能受限等因素影 响,客户下单节奏有所调整,对公司整体订单造成阶段性压力。当前,随着客户库存水平回落至较低水 平、海外产能逐步释放,客户补库需求显著回升,OEM业务订单呈现明显向好态势。与此同时,公司 积极拓展业务版图:一方面配合核心客户深耕北美其他地区、欧洲、日本等非美市场;另一方面加速布 局中东、东南亚等差异化区域,挖掘增量需求,为OEM业务持续增长注入新动能。 ...
宁德时代获摩根大通增持39.99万股
Ge Long Hui· 2026-02-12 13:54
| 1000 1000 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | --- | | | 版分或目 | | | (龍多國上述*註 | 有投票權版(目/月/年) | | | | | | | 金百分市 | | CS20260211E00255 | JPMorgan Chase & Co. HKD 501.9596 | 1101(L) | 399.882(L) | 14.148.667(L) | 9.07(L)06/02/2026 | | | | | | 11,583,962(S) | 7.42(S) | | | | | | 2,781,710(P) | 1.78(P) | 增持后,JPMorgan Chase & Co.最新持好仓数目为1414.87万股,持好仓比例由8.81%上升至9.07%。 格隆汇2月12日丨根据联交所最新权益披露资料显示,2026年2月6日,宁德时代(03750.HK)获JPMorgan Chase & Co.以每股均价5 ...
汉港控股(01663.HK)获主席及主要股东汪林冰增持864.4万股
Ge Long Hui· 2026-02-12 13:50
Core Viewpoint - The announcement highlights that Wang Linbing, the chairman and major shareholder of Han Kong Holdings, has increased his shareholding in the company by purchasing a total of 8.644 million ordinary shares at an average price of approximately HKD 0.083 per share on February 12, 2026 [1] Group 1 - Wang Linbing is the husband of Chen Xiangling, the major shareholder, and the father of executive director Wang Lei [1] - The shares were acquired in the open market, indicating a potential confidence in the company's future performance [1] - The highest purchase price for the shares was HKD 0.083, reflecting the market conditions at the time of the transaction [1]
赛诺医疗:拟放弃控股子公司赛诺神畅优先受让权
Ge Long Hui· 2026-02-12 13:49
格隆汇2月12日丨赛诺医疗(688108.SH)公布,为优化赛诺医疗控股子公司赛诺神畅股东结构,增强赛诺 神畅后续发展动能,控股子公司赛诺神畅之股东隆业阳光、欣业阳光、熙业阳光、景业阳光、弘业阳 光、瑞业阳光拟将其持有的合计不超过6.6667%的赛诺神畅股权以人民币10,000万元的价格(以交易完 成后最终成交金额为准)转让给外部投资者。经综合评估,赛诺医疗拟放弃上述标的股权优先受让权。 ...