登录新浪财经APP 搜索【信披】查看更多考评等级 中泰证券股份有限公司（以下简称"保荐机构""中泰证券"）作为正在履行江苏洛凯机电股份有限公司 （以下简称"洛凯股份""公司"）持续督导工作的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所上市公司自律监管指引第11号一一持续督导》等有关法律、法规的规定，对公司2024 年的规范运作情况进行了现场检查，现就现场检查的有关情况报告如下： 一、本次现场检查的基本情况 （一）保荐机构 中泰证券股份有限公司 苏天萌、王利霞 （五）现场检查手段 保荐机构查阅了洛凯股份的公司章程、董事会、监事会、股东大会的议事规则及其他内部控制制度、公 司董事会、股东大会及专门委员会的会议文件等资料，并与公司相关董事、高级管理人员及有关人员访 谈沟通。 经核查，保荐机构认为，公司建立了较为完善的治理结构，公司章程和公司治理制度完备、合规，相关 制度得到有效执行，公司治理机制有效地发挥了作用，公司的董事、监事和高级管理人员能够按照有关 规定的要求履行责任，内部控制制度得到有效执行。 （二）信息披露情况 （二）保荐代表人 张琳琳、苏天萌 （三）现场检查时间 2025年4月14日 ...

文 | 银行螺丝钉 （转载请注明出处） 最近，基金2024年的年报陆续更新了，也跟大家分享一下更新后的主动基金经理池信息汇总图。 方便大家一目了然的查询。 包括基金池中，基金的风格、股票比例、从业时间、 行业偏好、 换手率、重仓股估值、持股集中度、基金规模等情况。 文章主要包括两个部分： 陈皓 成长 2012 O 韩威俊 2016 O 贾健 2021 9 苗宇 2015 O 唐颐恒 2014 O 杨世进 2020 O 张峰 2009 O 代云锋 2017 ● 徐治彪 2015 （1）信息汇总长图； （2）基金定期报告如年报该怎么看。 | 深度 | 鲍无可 | 260112.OF | 景顺长城能源基建A | | --- | --- | --- | --- | | | 姜诚 | 006567.OF | 中泰星元价值优选A | | 价值 | 徐彦 | 008269.OF | 大成睿享A | | | 周云レ 何帅 | 000480.OF 519697.OF | 东方红新动力A 交银优势行业 | | | 遭配 张坤 | 005267.OF 005827.OF | 嘉实价值精选 易方达蓝筹精选 | | | 傅鰐博 | 0 ...

Core Viewpoint - Future Electric (301386.SZ) reported a decline in key financial metrics for the year 2024, indicating challenges in revenue generation and profitability compared to the previous year [1][2]. Financial Performance - The company achieved an operating revenue of 506 million yuan in 2024, a decrease of 9.37% year-on-year [1][2]. - The net profit attributable to shareholders was 90 million yuan, down 10.60% from the previous year [1][2]. - The net profit after deducting non-recurring gains and losses was approximately 70 million yuan, reflecting a significant decline of 22.74% [1][2]. - The net cash flow from operating activities was reported at 66 million yuan, which represents a substantial decrease of 53.93% year-on-year [1][2]. Company Background - Future Electric was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on March 29, 2023, with an initial public offering of 35 million shares, accounting for 25% of the total shares post-issue [2]. - The IPO price was set at 29.99 yuan per share, and the stock is currently trading below its issue price [2]. - The total funds raised from the IPO amounted to approximately 1.05 billion yuan, with a net amount of about 926 million yuan after deducting issuance costs [3].

Core Viewpoint - The report from Zhongtai Securities highlights the significant attention given to "embodied intelligence" in government policy, marking a pivotal moment for the robotics industry as it approaches mass production in 2025, driven by advancements in technology and strategic initiatives from domestic automakers [1][3]. Group 1: Policy, Industry, and Technology - The concept of "embodied intelligence" has been included in the government work report for the first time, indicating a high level of strategic importance [3]. - Following the release of Tesla's Optimus in 2022, the robotics industry is set to experience a new growth phase with mass production expected in 2025, leading to a year of performance realization for robotics companies [1][3]. - Domestic automakers are actively engaging in both self-research (e.g., Huawei, Xiaopeng) and collaborative models (e.g., BMW, BYD), which are likely to see initial implementations in production scenarios [3]. - Robots are positioned as crucial end products for AI and intelligent driving, with AI large models enhancing simulation data collection, and Deepseek providing support for robotic brain functions, facilitating the commercialization of humanoid robots [1][3]. Group 2: Current Outlook - Multiple companies, including Tesla, Yushun, and Zhiyuan, are planning to produce between 1,000 to 10,000 humanoid robots by 2025, indicating the industry is entering a mass production phase with clearer technological pathways [4]. - The supply chain for the T-chain is nearing a critical point, with suppliers being finalized, and attention should be paid to mass production milestones and market share [5]. - Huawei's product development is accelerating, and future product iterations and selection of domestic suppliers should be monitored closely [5].

Group 1 - Beiyinmei (002570) reached the daily limit increase, with a trading volume of 3.293 billion yuan and a turnover rate of 44.52% [1] - Zhongtai Securities (600918) Hubei branch had a net purchase of 63.7654 million yuan, while two institutional special seats had a net sale of 24.3295 million yuan [1] - There is a trend of dark pool funds secretly flowing into certain stocks [1]

Core Viewpoint - Luoxin Pharmaceuticals (002793.SZ) reported a revenue of 2.647 billion yuan for the fiscal year 2024, marking an 11.99% increase year-on-year, but the net profit attributable to shareholders was a loss of 962.49 million yuan, which is a 45.58% increase in loss compared to the previous year [1][3]. Financial Performance Summary - Total operating revenue for 2024 was 2,647.37 million yuan, up from 2,363.87 million yuan in the previous year, reflecting an increase of 11.99% [3]. - Operating profit for 2024 was -954.38 million yuan, compared to -586.48 million yuan in the previous year, indicating a decline of 62.73% [3]. - Total profit for 2024 was -948.66 million yuan, a decrease of 57.03% from -604.11 million yuan in the previous year [3]. - The net profit attributable to shareholders for 2024 was -962.49 million yuan, worsening from -661.14 million yuan in the previous year, which is a 45.58% increase in loss [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -771.15 million yuan, compared to -638.85 million yuan in the previous year, reflecting a 20.71% increase in loss [3]. Historical Performance - Luoxin Pharmaceuticals has reported losses for three consecutive years. In 2022, the operating revenue was 3.588 billion yuan, and the net profit attributable to shareholders was -1.225 billion yuan. In 2023, the operating revenue dropped to 2.364 billion yuan, with a net profit of -661 million yuan [3][4].

NO.1 中泰证券、财通证券加入回购大军 4月9日晚间，国泰海通证券、国投资本发布回购预案，中泰证券、财通证券也披露了董事长提议回购公 司股份公告。截至目前，证券板块公告股份回购计划或股东增持计划的公司达到7家。 中邮证券近日官宣，郭成林由于工作变动，不再担任中邮证券董事、董事长、法定代表人，公司现任董 事、总经理龚启华代为履行公司董事长、法定代表人职务，直至选举产生新任董事长、法定代表人开始 履职之日止。公开资料显示，龚启华，1968年6月出生，香港公开大学工商管理硕士。龚启华于2022年 11月至2023年2月期间，任中邮证券董事；自2023年2月至今，任中邮证券董事、总经理。此前据媒体报 道，经2025年4月2日贵州省第十四届人民代表大会常务委员会第十六次会议通过，决定任命郭成林为贵 州省人民政府副省长。 中泰证券公告称，公司董事长王洪提议回购公司A股股份，回购金额为人民币3亿元至5亿元。中泰证券 表示，基于对公司未来发展的信心，公司董事长王洪提议公司通过集中竞价交易方式回购部分公司股 份，回购的股份将用于减少公司注册资本。 财通证券同日公告称，公司董事长章启诚提议公司通过集中竞价交易方式回购部分公司股 ...

Core Viewpoint - The article highlights the increasing trend of share buybacks among Chinese securities firms, indicating strong confidence in the capital market's resilience and long-term growth potential supported by robust economic fundamentals [1][6][8]. Group 1: Share Buyback Plans - Guotai Junan Securities plans to repurchase A-shares with an estimated amount between 1 billion to 2 billion yuan, with a maximum price of 26.35 yuan per share, within a period not exceeding 3 months [2]. - Guotai Capital intends to repurchase A-shares for an amount between 200 million to 400 million yuan, with a maximum price of 8.90 yuan per share, within a period not exceeding 12 months [2]. - Zhongtai Securities and Caitong Securities have also announced share buyback proposals, with Zhongtai planning to repurchase shares for 300 million to 500 million yuan and Caitong for 150 million to 300 million yuan [3]. Group 2: Broader Market Context - Multiple securities firms, including Huatai Securities and China Galaxy Securities, have reported significant profit growth for Q1 2025, with Huatai expecting a net profit increase of 50% to 60% year-on-year [11][12]. - The overall securities sector showed strong performance on April 9, with the securities index rising by 2.02%, indicating positive market sentiment [1]. Group 3: Economic Resilience and Investment Opportunities - The article emphasizes that the strong economic resilience of China supports the development of the capital market, with continuous inflow of incremental funds enhancing market liquidity [6][7]. - Institutional investors are actively looking for opportunities in undervalued sectors, particularly those related to domestic demand and domestic substitution [8][10]. - The article notes that despite external pressures, China's economy has a robust self-repairing capability, which presents new investment opportunities in the capital market [7][8].

综合来看，受全球经济形势的影响，A 股市场目前处于调整阶段。特朗普关税政策不仅引发了全球流动 性风险，导致包括黄金在内的避险资产价格下跌，还对过去40 年的全球贸易秩序造成冲击，使得全球 贸易出现萎缩。而出口作为我国经济的重要支柱之一，经济层面需要时间来消化这些负面影响。虽然A 股在全球市场中相对表现较好，但从绝对收益角度出发，短期内仍面临调整压力。 关于A股市场何时能够企稳向上，徐驰认为关键在于两个重要方面。一是密切关注资本市场的流动性风 险，一旦出现此类风险，相关政策有望积极介入，稳定市场。二是实体经济若面临压力，财政政策将会 更加积极地发挥作用。预计在一周内，很可能会出台降息降准等货币政策。政策的逐步推进与实施，将 成为市场企稳的重要标志，每一项政策的落地都有望为市场带来积极变化。 在当下复杂的全球经济形势下，特朗普关税政策引发的市场动荡备受瞩目，A 股市场的走向成为各方关 注焦点。为此，第一财经《市场零距离》节目就相关市场问题，与中泰证券首席策略分析师徐驰在4月7 日当天展开了深度对话，全面剖析 A股市场现状、板块投资机遇以及出口企业面临的挑战与前景。 针对关税冲击下外销占比高的上市公司，徐驰分析认为 ...

关于董事长提议回购公司A股股份的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中泰证券股份有限公司（以下简称"公司"）于2025年4月9日收到公司董 事长王洪先生（以下简称"提议人"）《关于提议中泰证券股份有限公司回购 公司A股股份的函》，具体内容如下： 一、提议人的基本情况及提议时间 证券代码：600918 证券简称：中泰证券 公告编号：2025-011 中泰证券股份有限公司 1.提议人：公司董事长王洪先生 2.提议时间：2025年4月9日 为维护公司全体股东利益，增强投资者信心，稳定及提升公司价值，基于 对公司未来发展的信心，公司董事长王洪先生提议公司通过集中竞价交易方式 回购部分公司股份，回购的股份将用于减少公司注册资本，优化公司资本结构， 提升公司股东价值。 三、提议内容 1.回购股份的种类：公司发行的人民币普通股（A股）。 2.回购股份的用途：本次回购的股份将用于减少公司注册资本。 3.回购股份的方式：通过上海证券交易所交易系统以集中竞价交易方式进 行股份回购。 4.回购股份的价格：回购价格上限不高于公 ...