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基金9月25日参与20家公司的调研活动
| 代码 | 简称 | 基金家数 | 最新收盘价(元) | 近5日涨跌幅(%) | 行业 | | --- | --- | --- | --- | --- | --- | | 601798 | 蓝科高新 | 10 | 9.28 | -4.33 | 机械设备 | | 301518 | 长华化学 | 6 | 29.35 | 4.63 | 基础化工 | | 301267 | 华厦眼科 | 6 | 20.02 | -3.38 | 医药生物 | | 002138 | 顺络电子 | 5 | 36.73 | 6.77 | 电子 | | 300201 | 海伦哲 | 4 | 5.13 | -4.65 | 机械设备 | | 002173 | 创新医疗 | 4 | 21.04 | -10.39 | 医药生物 | | 002378 | 章源钨业 | 4 | 12.15 | -2.17 | 有色金属 | | 002284 | 亚太股份 | 3 | 12.94 | -0.77 | 汽车 | | 300748 | 金力永磁 | 2 | 35.34 | -2.43 | 有色金属 | | 301608 | 博实结 | 2 | 98.25 | ...
股票行情快报:蓝科高新(601798)9月19日主力资金净买入18.58万元
Sou Hu Cai Jing· 2025-09-19 12:00
Group 1 - The stock of Blue Science High-tech (601798) closed at 9.73 yuan on September 19, 2025, with a slight increase of 0.31% and a trading volume of 61,400 hands, resulting in a transaction amount of 59.77 million yuan [1] - The net inflow of main funds on September 19 was 185,800 yuan, accounting for 0.31% of the total transaction amount, while retail investors experienced a net outflow of 233,020 yuan, representing 3.9% of the total transaction amount [1] - Over the past five days, the stock has seen fluctuations in fund flows, with notable net inflows and outflows from different investor categories [1] Group 2 - Blue Science High-tech has a total market value of 3.45 billion yuan, which is below the industry average of 7.814 billion yuan, ranking 184th out of 265 companies in the specialized equipment industry [2] - The company reported a net profit of 20.95 million yuan for the first half of 2025, reflecting a significant year-on-year increase of 316.21%, with a revenue of 412 million yuan, up 20.78% year-on-year [2] - The company's gross profit margin stands at 26.82%, slightly below the industry average of 27.63%, while its net profit margin is notably higher at 5.13% compared to the industry average of 0.35% [2] Group 3 - In the last 90 days, two institutions have provided ratings for Blue Science High-tech, with one rating it as a buy and the other as an increase [3] - The definitions of fund flows indicate that the stock price's upward movement is driven by active buying, while downward movements are influenced by active selling [3][4]
每日全球并购:晶晨股份拟收购芯迈微半导体|金蝶国际宣布收购云之家(9/16)
Xin Lang Cai Jing· 2025-09-16 21:08
Group 1 - Jingchen Co., Ltd. plans to acquire 100% equity of Chipmy Microelectronics for a total consideration of 316 million RMB, which will make Chipmy a wholly-owned subsidiary [1] - Kingdee International announced the acquisition of approximately 63% equity of Yunzhijia Network for 68 million RMB, aiming to enhance AI capabilities in enterprise management [2] - Purun Co., Ltd. intends to acquire SHM Holdings through cash payments to various investment funds, details of the transaction are not disclosed [3] Group 2 - Jiayun Technology's wholly-owned subsidiary is acquiring the remaining 40% equity of Beijing Wanhe for 1.14 million RMB [4] - Galaxy Magnetics is planning to issue shares and pay cash to acquire 100% equity of Sichuan Kyoto Longtai Technology, while raising supporting funds [5] - Gansu Lanke High-tech Equipment Co., Ltd. intends to acquire 100% equity of Shanghai Lanya Petrochemical Equipment Testing and 51% equity of China Air Separation Engineering [6] Group 3 - Tianrun Industrial is acquiring 100% equity of Shandong Altai Automotive Parts for 135 million RMB, with the first delivery already completed [7] - ST Quan is in the preliminary planning stage to sell 100% equity of Anhui Quanwei, with a framework agreement signed [8] - Longyang Electronics completed the acquisition of 70% equity of Suzhou Deyou New Materials for cash, constituting a major asset restructuring [9] Group 4 - United Precision Manufacturing plans to acquire 51% equity of Chengdu Mite Aviation Manufacturing for cash, with an intention agreement signed [10] - Shanghai Haili Bio-Technology adjusted the acquisition price of 55% equity of Shaanxi Ruisheng Bio-Technology due to intensified industry competition and tightened tax incentives [11] - Nanjing Shangluo Electronics' wholly-owned subsidiary intends to acquire a total of 88.79% equity of Guangzhou Ligong Technology for 70 million RMB [12] Group 5 - Sanan Optoelectronics received a regulatory letter regarding the acquisition of equity in a globally renowned LED company, focusing on the company's situation and transaction pricing [13] - Longjian Co., Ltd. plans to acquire 100% equity of Guangdong Zhimiao Construction Engineering for 40,000 RMB to expand into new regional markets [14]
蓝科高新:关于筹划重大资产购买暨关联交易进展情况的公告
(编辑 任世碧) 证券日报网讯 9月15日晚间,蓝科高新发布公告称,2025年4月16日,公司与中国浦发机械工业股份有 限公司(简称"中国浦发")签署《意向协议》,公司拟以现金方式收购中国浦发持有的机械工业上海蓝 亚石化设备检测所有限公司100%股权及中国空分工程有限公司51%股权(简称"本次重大资产重 组"或"本次交易"),资金来源主要为自有或自筹资金。本次交易不涉及上市公司发行股份,也不会导 致公司控制权变更。本次交易构成关联交易。截至本公告披露之日,公司已聘请本次交易的中介机构, 公司及各中介机构正在开展本次重大资产重组所涉及的方案论证、审计、评估、尽职调查等各项工作。 ...
蓝科高新(601798) - 甘肃蓝科石化高新装备股份有限公司关于筹划重大资产购买暨关联交易进展情况的公告
2025-09-15 08:30
甘肃蓝科石化高新装备股份有限公司 关于筹划重大资产购买暨关联交易进展情况的公告 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。 一、本次交易概述 为夯实甘肃蓝科石化高新装备股份有限公司(以下简称"公司")产品、工 程和服务业务三大支柱,增强公司在检验检测服务和特色工程承包领域的能力, 提高上市公司质量,2025 年 4 月 16 日,公司与中国浦发机械工业股份有限公司 (以下简称"中国浦发")签署《意向协议》,公司拟以现金方式收购中国浦发 持有的机械工业上海蓝亚石化设备检测所有限公司(以下简称"蓝亚检测")100% 股权及中国空分工程有限公司(以下简称"中国空分")51%股权(以下简称"本 次重大资产重组"或"本次交易"),资金来源主要为自有或自筹资金。本次交 易不涉及上市公司发行股份,也不会导致公司控制权变更。根据初步测算,本次 交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组,但不构 成重组上市。本次交易构成关联交易。本次交易不涉及上市公司发行股份,不会 导致上市公司控制权的变更。 股票代码:601798 股 ...
蓝科高新(601798) - 甘肃蓝科石化高新装备股份有限公司关于2025年半年度业绩说明会召开情况的公告
2025-09-12 10:16
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个别及连带责任。 一、说明会召开情况 甘肃蓝科石化高新装备股份有限公司(以下简称"公司")于 2025 年 8 月 28 日发布了《关于召开 2025 年半年度业绩说明会的公告》,并通 过上海证券交易所上证路演中心网站"提问预征集"栏目以及邮件等方式 提前征集投资者所关注的问题。 证券代码:601798 证券简称:蓝科高新 编号:2025-035 甘肃蓝科石化高新装备股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 公司于 2025 年 9 月 10 日 15:00—16:00 在上海证券交易所上证路演 中心(https://roadshow.sseinfo.com/)以网络互动形式召开了 2025 年 半年度业绩说明会。公司董事长王健先生、独立董事孙延生先生、周邵萍 女士、张正勇先生、董事会秘书兼财务负责人王发亮先生出席了本次说明 会,在信息披露允许的范围内就投资者关注的事项与投资者进行了沟通与 交流。 二、本次说明会投资者提出的问题及公司答复情况 公司就投资者在说明会上提出 ...
蓝科高新(601798) - 甘肃蓝科石化高新装备股份有限公司2025年第一次临时股东会决议公告
2025-09-12 10:15
证券代码:601798 证券简称:蓝科高新 公告编号:2025-034 甘肃蓝科石化高新装备股份有限公司 2025年第一次临时股东会决议公告 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一)股东会召开的时间:2025 年 9 月 12 日 (二)股东会召开的地点:上海蓝滨石化设备有限责任公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: | 1、出席会议的股东和代理人人数 | 210 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 109,126,201 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例(%) | 30.7806% | (四)表决方式是否符合《公司法》及《公司章程》的规定,股东会主持情况等。 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。 重要内容提示: 公司董事长王健先生因工作原因无法主持本次股东大会,根据《公司章程》 第七十八条之规定,董事长不能主持股东大会的,由副董事长主持,因公司未设 ...
蓝科高新(601798) - 北京海润天睿律师事务所关于甘肃蓝科石化高新装备股份有限公司2025年第一次临时股东会的法律意见书
2025-09-12 10:15
法律意见书 法律意见书 中国·北京 北京市朝阳区建外大街甲 14 号广播大厦 5&9&10&13&17 层 邮政编码:100022 电话:(010)65219696 传真:(010)88381869 法律意见书 北京海润天睿律师事务所 北京海润天睿律师事务所 关于甘肃蓝科石化高新装备股份有限公司 2025 年第一次临时股东会的 关于甘肃蓝科石化高新装备股份有限公司 2025 年第一次临时股东会的 法律意见书 致:甘肃蓝科石化高新装备股份有限公司 北京海润天睿律师事务所(以下简称"本所")接受甘肃蓝科石化高新装备股份 有限公司(以下简称"公司")的聘请,根据《中华人民共和国证券法》(以下简称"《证 券法》")、《中华人民共和国公司法》(以下简称"《公司法》")、《上市公司股东会 规则》(以下简称"《股东会规则》")、《律师事务所从事证券法律业务管理办法》 《律师事务所证券法律业务执业规则(试行)》等法律、行政法规、部门规章、规 范性文件以及《甘肃蓝科石化高新装备股份有限公司章程》(以下简称"《公司章 程》")的规定,指派本所律师对公司 2025 年第一次临时股东会(以下简称"本次 股东会"或"股东会")进行见证 ...
股票行情快报:蓝科高新(601798)9月11日主力资金净卖出335.19万元
Sou Hu Cai Jing· 2025-09-11 12:09
Group 1 - The stock of Blue Science High-tech (601798) closed at 9.92 yuan on September 11, 2025, with an increase of 1.33% and a turnover rate of 2.68% [1] - The net outflow of main funds was 335.19 thousand yuan, accounting for 3.61% of the total turnover, while retail investors had a net inflow of 1,088.4 thousand yuan, representing 11.71% of the total turnover [1] - Over the past five days, the stock has experienced fluctuations in fund flows, with notable retail inflows on September 11 and September 10 [1] Group 2 - Blue Science High-tech's total market value is 3.517 billion yuan, with a net asset of 1.27 billion yuan and a net profit of 20.9463 million yuan [2] - The company's main revenue for the first half of 2025 was 412 million yuan, a year-on-year increase of 20.78%, while the net profit attributable to shareholders increased by 316.21% [2] - The company operates in the oil and petrochemical, and new energy specialized equipment sectors, focusing on R&D, design, production, installation, and technical services [2]
蓝科高新大力布局氢能、光热储能等技术
Core Viewpoint - The company has shown significant improvement in its financial performance in the first half of the year, driven by its strategic focus on traditional strengths in the petrochemical equipment sector and accelerated development in new energy equipment, particularly in hydrogen and solar thermal storage technologies [1][2]. Financial Performance - In the first half of the year, the company achieved a revenue of 412 million yuan, representing a year-on-year growth of 20.78% [1]. - The net profit attributable to shareholders was 20.9463 million yuan, marking a turnaround from losses in the previous year [1]. Strategic Developments - The company has made significant strides in overseas markets, establishing subsidiaries in Saudi Arabia, Dubai, and Morocco, which serve as key points for expanding its international presence [2]. - The company has secured landmark orders in overseas oil and gas fields, energy storage and transportation equipment, and solar thermal storage, with the contribution from overseas markets steadily increasing [2]. Mergers and Acquisitions - The company has acquired 100% of Shanghai Lanya Petrochemical Equipment Testing Co., Ltd. and 51% of China Air Separation Engineering Co., Ltd., which will enhance its capabilities in the energy equipment sector [2][3]. - These acquisitions aim to create a comprehensive solution capability in energy equipment, covering design, manufacturing, construction contracting, operation, and testing services, thereby strengthening the company's core competitive advantages [3]. Future Development Plans - The company plans to deepen its traditional market advantages, accelerate the layout of new energy equipment, expand overseas markets, and increase R&D investment [3]. - The company will also focus on enhancing its ESG framework, promoting green manufacturing, and fulfilling social responsibilities to improve sustainable development capabilities [3].