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泉峰控股涨超5% 公司有望受益海外降息 机构看好其中长期成长逻辑
Zhi Tong Cai Jing· 2025-12-08 07:11
泉峰控股(02285)涨超5%,截至发稿,涨5.06%,报21.18港元,成交额6072.19万港元。 该行认为,中长期看,公司在中高端锂电OPE领域竞争护城河深厚,EGO作为锂电OPE领域头部品牌, 已占据用户心智,未来有望持续受益锂电渗透率提升趋势,且公司积极开拓商用/骑乘式等新产品,中 长期成长逻辑顺畅。 消息面上,华泰证券此前指,泉峰控股有望受益海外降息,中长期看点明确。11月5日泉峰控股出席了 该行组织的2026年度投资峰会,就市场关注的经营近况及发展策略等问题进行分享,总结要点:1)短期 看,关税等事件扰动影响逐渐清晰,伴随客户库存消化,该行认为后续有望迎来补库需求,且降息落地 有望带动终端需求景气度向上,利好锂电OPE产品销售。 ...
泉峰控股(02285) - 截至二零二五年十一月三十日止之股份发行人的证券变动月报表
2025-12-01 02:21
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: | 新提交 | | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | 公司名稱: | 泉峰控股有限公司(於香港註冊成立之有限公司) | | | | 呈交日期: | 2025年12月1日 | | | | I. 法定/註冊股本變動 不適用 | | | | FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02285 | 說明 | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 511,053,811 | | 0 | | 511,053,811 | | 增加 / 減少 (-) | | | | | ...
泉峰控股:田明辞任独立非执行董事
Zhi Tong Cai Jing· 2025-11-28 12:51
泉峰控股(02285)发布公告,由于田明先生有意将更多时间用于其他个人事务,已递交辞任独立非执行 董事的辞呈,自2025年11月28日起生效。辞任后,田先生亦不再出任公司薪酬委员会主席、审核委员会 及提名委员会成员。 ...
泉峰控股(02285):田明辞任独立非执行董事
智通财经网· 2025-11-28 12:35
Core Viewpoint - Tian Ming intends to resign as an independent non-executive director of Quan Feng Holdings, effective November 28, 2025, to focus on personal matters [1] Group 1 - Tian Ming will also step down from his roles as chairman of the remuneration committee and as a member of the audit and nomination committees following his resignation [1]
泉峰控股(02285.HK):田明辞任独立非执行董事
Ge Long Hui· 2025-11-28 12:05
Core Viewpoint - Qianfeng Holdings (02285.HK) announced the resignation of independent non-executive director Tian Ming, effective from November 28, 2025, as he intends to dedicate more time to personal matters [1] Company Summary - Tian Ming will also cease to serve as the chairman of the remuneration committee and as a member of the audit and nomination committees following his resignation [1]
泉峰控股(02285) - 董事会成员名单与其角色和职能
2025-11-28 11:54
Chervon Holdings Limited 泉峰控股有限公司 (於香港註冊成立的有限公司) (股份代號:2285) 董事會成員名單與其角色和職能 泉峰控股有限公司董事會(「董事會」)成員載列如下: 執行董事 潘龍泉先生 (主席及行政總裁) 張彤女士 柯祖謙先生 Michael John Clancy先生 獨立非執行董事 李明輝博士 蔣立先生 審核委員會 李明輝博士 (主席) 蔣立先生 薪酬委員會 潘龍泉先生 李明輝博士 提名委員會 蔣立先生 (主席) 張彤女士 香港,二零二五年十一月二十八日 董事會設有三個董事委員會。董事委員會的組成如下: ...
泉峰控股(02285) - (1)独立非执行董事辞任及(2)暂未能符合上市规则
2025-11-28 11:47
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 泉峰控股有限公司(「本公司」,連同其附屬公司,統稱「本集團」)董事(「董事」) 會(「董事會」)謹此宣佈,由於田明先生(「田先生」)有意將更多時間用於其他個 人事務,已遞交辭任獨立非執行董事的辭呈,自2025年11月28日起生效。辭任 後,田先生亦不再出任本公司薪酬委員會主席、審核委員會及提名委員會成員。 田先生確認,其與董事會並無任何意見分歧,亦不知悉任何有關其辭任的事宜需 要提請本公司股東或香港聯合交易所有限公司(「聯交所」)垂注。 董事會藉此機會謹對田先生於任內期間為本集團所作出的寶貴貢獻由衷致謝。 Chervon Holdings Limited 泉峰控股有限公司 (於香港註冊成立之有限公司) (股份代號:2285) (1)獨立非執行董事辭任 及 (2)暫未能符合上市規則 獨立非執行董事辭任 承董事會命 泉峰控股有限公司 董事會主席 潘龍泉 香港,2025年11月28日 截至於本公告日期,董事會 ...
智通港股通资金流向统计(T+2)|11月21日
智通财经网· 2025-11-20 23:36
Key Points - The top three companies with net inflows of southbound funds are Alibaba-W (09988) with 3.296 billion, XPeng Motors-W (09868) with 1.147 billion, and Xiaomi Group-W (01810) with 0.853 billion [1][2] - The top three companies with net outflows of southbound funds are Yingfu Fund (02800) with -0.559 billion, China Life (02628) with -0.427 billion, and China National Offshore Oil Corporation (00883) with -0.368 billion [1][2] - In terms of net inflow ratio, ICBC South China (03167) leads with 100.00%, followed by Xiaocai Garden (00999) with 74.08%, and Qingdao Bank (03866) with 67.42% [1][3] - The companies with the highest net outflow ratios include Q Tech (01478) at -58.31%, China National Heavy Duty Truck Group (03808) at -53.04%, and Nexperia (01316) at -43.99% [1][4] Net Inflow Rankings - Alibaba-W (09988) had a net inflow of 3.296 billion, representing a 20.59% increase in its closing price to 154.600 [2] - XPeng Motors-W (09868) saw a net inflow of 1.147 billion, with a 25.58% increase in its closing price to 85.950 [2] - Xiaomi Group-W (01810) experienced a net inflow of 0.853 billion, with a 9.75% increase in its closing price to 40.780 [2] Net Outflow Rankings - Yingfu Fund (02800) had a net outflow of -0.559 billion, with a -4.24% change in its closing price to 26.060 [2] - China Life (02628) experienced a net outflow of -0.427 billion, with a -23.81% change in its closing price to 26.140 [2] - China National Offshore Oil Corporation (00883) had a net outflow of -0.368 billion, with a -14.88% change in its closing price to 21.800 [2]
机械2026年度策略:科技领航,周期起舞
Guotou Securities· 2025-11-17 08:28
Group 1 - The mechanical industry showed a strong performance in 2025, with a cumulative increase of 35.07%, outperforming the Shanghai and Shenzhen 300 index (17.94%) and the Shanghai Composite Index (17.99%) [1][17][21] - Emerging sectors such as AI equipment (140%), lithium battery equipment (96%), humanoid robots (67%), and engineering machinery (55%) led the gains in the mechanical industry, indicating significant investment opportunities [1][27][25] - The outlook for 2026 suggests continued growth in AI and technology sectors, with engineering machinery expected to maintain an upward trend and domestic demand gradually recovering from the bottom [1][30][39] Group 2 - Domestic economic conditions are currently experiencing a "weak recovery" phase, with fixed asset investment showing a differentiated pattern: manufacturing > infrastructure > real estate [2][30] - The general manufacturing sector is expected to enter a new investment cycle, driven by improved PPI and inventory levels, with a focus on high-end upgrades and stock replacement [39][46] - The export sector is benefiting from the competitive strength of leading Chinese companies, with a notable increase in orders for high-end machinery from Japan, reflecting the active investment in domestic high-end manufacturing [55][56] Group 3 - The AI-driven technology sector is expected to continue its upward trend, with hardware demand and new process iterations accelerating, particularly in AI PCB technology and humanoid robots [3][30][61] - Solid-state battery technology is at a critical juncture, with leading battery companies expanding production capacity, indicating a significant opportunity for battery equipment manufacturers [3][30][61] - Investment recommendations include focusing on technology growth assets such as AI PCB equipment, humanoid robots, and solid-state battery equipment, as well as engineering machinery and general automation sectors [4][61]
泉峰控股(2285.HK)2026年度投资峰会速递:有望受益海外降息 中长期看点明确
Ge Long Hui· 2025-11-08 04:57
Core Viewpoint - The company is expected to benefit from a recovery in demand for lithium battery outdoor power equipment (OPE) products due to tariff adjustments and a potential increase in end-user demand following interest rate cuts [1][2] Group 1: Short-term Outlook - The impact of tariffs is becoming clearer, and with customer inventory depletion, a replenishment demand is anticipated [1] - The company has shown resilience in operations, with a revenue increase of 11.9% year-on-year to $912 million in the first half of 2025 [1] - The recent adjustment in tariffs, particularly the reduction of the fentanyl tax from 20% to 10%, is expected to improve revenue elasticity [1] Group 2: Long-term Growth Potential - The EGO brand, as a leading player in the lithium battery OPE sector, is well-positioned to benefit from the increasing penetration of lithium battery technology [2] - The company is actively expanding into commercial and riding-style products, as well as innovations like robotic lawn mowers and converting gas-powered equipment to electric, which could open new growth avenues [2] - Profit forecasts remain stable, with expected net profits of $148 million, $174 million, and $201 million for 2025-2027, corresponding to EPS of $0.29, $0.34, and $0.39 [2]