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东方证券(03958.HK)获易方达基金增持99.72万股
Ge Long Hui· 2025-09-16 23:55
| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原内 | 股份數目 | | | (請參閱上述*註 | 有投票權股 (日 / 月 / 年) 材 | | | | | | | | | 份百分比 | | CS20250916E00195 | 易方达基金管理有限公司 | 1101(L) | | 997,200(L) | HKD 7.5662 | 133,581,200(L) | 13.00(L)11/09/2025 | 格隆汇9月17日丨根据联交所最新权益披露资料显示,2025年9月11日,东方证券(03958.HK)获易方达基金管理有限公司在场内以每股均价7.5662港元增持 99.72万股,涉资约754.50万港元。 增持后,易方达基金管理有限公司最新持股数目为133,581,200股,持股比例由12.98%上升至13.00%。 | 股份代號: | 03958 | | --- | ...
易方达基金增持东方证券99.72万股 每股作价约7.57港元
Zhi Tong Cai Jing· 2025-09-16 11:32
香港联交所最新数据显示,9月11日,易方达基金管理有限公司增持东方证券(600958)(03958)99.72万 股,每股作价7.5662港元,总金额约为754.5万港元。增持后最新持股数目为1.34亿股,持股比例为 13%。 ...
易方达基金增持东方证券(03958)99.72万股 每股作价约7.57港元
智通财经网· 2025-09-16 11:09
智通财经APP获悉,香港联交所最新数据显示,9月11日,易方达基金管理有限公司增持东方证券 (03958)99.72万股,每股作价7.5662港元,总金额约为754.5万港元。增持后最新持股数目为1.34亿股, 持股比例为13%。 ...
研报掘金丨东方证券:维持楚江新材“买入”评级,看好下半年复材板块高增长
Ge Long Hui A P P· 2025-09-16 09:11
Core Viewpoint - The report from Dongfang Securities highlights that Chujian New Materials achieved a net profit attributable to shareholders of 251 million (up 48.83%) in the first half of the year, with a projected net profit of 119 million (up 80.49%) for Q2 2025 [1] Group 1: Financial Performance - In the first half of the year, Chujian New Materials reported a net profit of 251 million, reflecting a growth of 48.83% [1] - For Q2 2025, the company is expected to achieve a net profit of 119 million, indicating an increase of 80.49% [1] Group 2: Business Operations - Tian Niao High-tech operated at full capacity in the first half of the year, indicating strong performance in the composite materials sector despite a revenue decline [1] - The company's contract liabilities at the end of H1 2025 amounted to 343 million, representing a growth of 22.16% [1] - The production line at Tian Niao High-tech is running at full capacity, with significant increases in production personnel and working hours year-on-year [1] Group 3: Strategic Outlook - The special equipment and materials business is aligned with national strategic needs and is actively exploring overseas markets [1] - As the transformation and upgrading process continues, the profitability of the copper business is expected to improve [1] - Based on the average valuation of comparable companies for 2026, a target price of 10.92 yuan is set, maintaining a "buy" rating [1]
研报掘金丨东方证券:维持TCL科技“买入”评级,目标价5.66元
Ge Long Hui· 2025-09-16 07:57
东方证券研报指出,TCL科技拟投资建设第8.6代印刷OLED生产线项目(t8项目)。项目预计总投资约 295亿元,月产能为2.25万片2290mm×2620mm玻璃基板。项目规划建设周期为24个月,预计2025年11月 开工。部分投资者认为近年来国内OLED产能释放较多,担忧OLED行业出现供需失衡问题。但该行认 为,OLED在IT、车载等中大尺寸领域的需求成长确定性高,公司投资8.6代OLED生产线,有望充分享 受中大尺寸OLED面板的需求成长。在技术方面,公司印刷OLED专利已经超过1200件,在打印头精 度、材料效率等方面实现突破。在生产运营方面,公司已完成5.5代印刷OLED产线量产,在产线和工艺 管理、供应链建设等方面积累了丰富的经验。公司印刷OLED技术及生产能力逐步成熟,未来有望在印 刷OLED面板生产中持续降低成本、提升性能,打开OLED业务的成长空间。根据可比公司25年平均 1.92倍PB估值水平,对应目标价5.66元,维持"买入"评级。 ...
智通港股通占比异动统计|9月16日
智通财经网· 2025-09-16 00:43
Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - Heng Rui Medicine (01276) saw the largest increase in ownership percentage, rising by 1.49% to a total of 13.84% [2]. - Kanglong Chemical (03759) experienced a 1.35% increase, bringing its ownership to 60.51% [2]. - Zhaoyan New Drug (06127) increased by 1.27%, reaching a holding of 43.70% [2]. - Other companies with significant increases include Junshi Biosciences (01877) at +1.24% (59.08%) and China Pacific Insurance (02601) at +1.20% (44.16%) [2]. Group 2: Decreased Holdings - Shandong Molong (00568) had the largest decrease, with a drop of 1.99% to 57.67% [2]. - Yisou Technology (02550) decreased by 0.99%, now holding 37.95% [2]. - Nanjing Panda Electronics (00553) saw a reduction of 0.98%, bringing its ownership to 42.65% [2]. - Other notable decreases include Kailai Ying (06821) at -0.95% (43.35%) and Meizhong Jiahe (02453) at -0.95% (32.06%) [2]. Group 3: Five-Day Changes - In the last five trading days, China Merchants Energy (01138) had the highest increase in ownership, up by 6.19% to 65.63% [3]. - Shandong Molong (00568) also saw a significant increase of 3.74% [3]. - Other companies with notable increases include Zhongchu Innovation (03931) at +3.62% (10.35%) and Youbao Online (02429) at +3.33% (17.38%) [3]. Group 4: Twenty-Day Changes - Over the past twenty days, Anjiren Food (02648) experienced the largest increase, up by 12.29% to 20.54% [4]. - China Merchants Energy (01138) also saw a significant increase of 9.07% [4]. - Other companies with notable increases include Yimai Sunshine (02522) at +7.70% (43.02%) and Lens Technology (06613) at +7.56% (13.64%) [4].
东方证券遭上海宁泉资产管理有限公司减持183.72万股
Ge Long Hui· 2025-09-16 00:04
| 表格序號 | 大股東/童事/最高行政人員名 作出披露的 買入 / 費出或涉及的 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 | | | --- | --- | --- | --- | --- | --- | | | 原因 | 股份數目 | | 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) | | | | | | | 份自分比 | | | | | | | 96 | | CS20250914E00001 | 上海宁泉资产管理有限公司 1201(L) 1,837,200(L) | | HKD 7.3600 | 70,295,600(L) | 6.84(L)09/09/2025 | | 股份代號: | 03958 | | --- | --- | | 上市法國名稱: | 東方證券股份有限公司 | | 日期 (日 / 月 / 年): | 16/08/2025 - 16/09/20 | 格隆汇9月16日丨根据联交所最新权益披露资料显示,2025年9月9日,东方证券(03958.HK)遭上海宁泉资产管理有限公司在场内以每股均价7.36港元减持 183.72万股,涉资约1352. ...
东方证券(03958.HK)遭上海宁泉资产管理有限公司减持183.72万股
Ge Long Hui· 2025-09-16 00:00
| 表格序號 | 大股東/童事/最高行政人員名 作出披露的 買入 / 費出或涉及的 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 | | | --- | --- | --- | --- | --- | --- | | | 原因 | 股份數目 | | 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) | | | | | | | 份自分比 | | | | | | | 96 | | CS20250914E00001 | 上海宁泉资产管理有限公司 1201(L) 1,837,200(L) | | HKD 7.3600 | 70,295,600(L) | 6.84(L)09/09/2025 | 格隆汇9月16日丨根据联交所最新权益披露资料显示,2025年9月9日,东方证券(03958.HK)遭上海宁泉资产管理有限公司在场内以每股均价7.36港元减持 183.72万股,涉资约1352.2万港元。 减持后,上海宁泉资产管理有限公司最新持股数目为7029.56万股,持股比例由7.02%下降至6.84%。 | 股份代號: | 03958 | | --- | --- | | 上市法國名稱: ...
上海宁泉资产管理有限公司减持东方证券183.72万股 每股作价7.36港元
Zhi Tong Cai Jing· 2025-09-15 12:40
香港联交所最新资料显示,9月9日,上海宁泉资产管理有限公司减持东方证券(600958)(03958)183.72 万股,每股作价7.36港元,总金额约为1352.18万港元。减持后最新持股数目为7029.56万股,最新持股 比例为6.84%。 ...
上海宁泉资产管理有限公司减持东方证券(03958)183.72万股 每股作价7.36港元
智通财经网· 2025-09-15 12:38
Group 1 - Shanghai Ningquan Asset Management Co., Ltd. reduced its stake in Dongfang Securities (03958) by 1.8372 million shares on September 9, with a transaction price of HKD 7.36 per share, totaling approximately HKD 13.5218 million [1] - After the reduction, the latest shareholding of Shanghai Ningquan is 70.2956 million shares, representing a holding percentage of 6.84% [1]