Winka Times(603101)

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一般零售板块8月28日涨0.05%,农 产 品领涨,主力资金净流出11.21亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-28 08:43
证券之星消息,8月28日一般零售板块较上一交易日上涨0.05%,农 产 品领涨。当日上证指数报收于 3843.6,上涨1.14%。深证成指报收于12571.37,上涨2.25%。一般零售板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000061 | 农产品 | 8.43 | 10.05% | 74.72万 | | 6.22亿 | | 605188 | 国光连锁 | 18.49 | 9.99% | 25.46万 | | 4.53 Z | | 601086 | 国芳集团 | 12.82 | 4.82% | C 83.04万 | | 10.58亿 | | 600838 | 上海九百 | 9.16 | 2.92% | 19.30万 | | 1.75亿 | | 600712 | 南宁自货 | 7.13 | 2.74% | 26.10万 | | 1.84亿 | | 600790 | 轻纺城 | 3.97 | 2.32% | 31.65万 | | 1.25亿 | | 6 ...
汇嘉时代(603101):胖改新疆首店落地,看好后续调改表现
NORTHEAST SECURITIES· 2025-08-28 06:50
[Table_Title] 证券研究报告 / 公司点评报告 胖改新疆首店落地,看好后续调改表现 [Table_Summary] 25H1 业绩符合预期,盈利能力同比改善:1)25H1:总营收 12.71 亿 /+2.29%,归母净利润 0.67 亿,归母净利率 5.27%/+1.96pcts,盈利能力 同比改善。我们认为,这或源于调改落地+低空经济布局,盈利弹性有 望持续释放。2)25Q2:实现营收 5.45 亿元/+1.32%,归母净利润 0.10 亿元,归母净利率 1.87%/+1.23pcts。 主业重回增长,看好后续调改节奏:业绩方面,1)超市业态:联营营 收 1.39 亿/+1.70%,自营营收 1.68 亿/+5.39%;背后原因或在于调改, 新疆首家"胖东来"指导调改店 8 月 16 日开业,胖东来商品结构对标 大于 90%,同时取消强制动线、增设休息区/宠物柜等便民设施,开业 当天引来 7 万人次消费客流,同比增长 127%,销售额高达 244 万元, 同比增长 286%。目前,公司超市第一批调改已经完成,第二批门店调 改正在持续推进; 2)百货业态:联营营收 1.39 亿/-9.41%,自营 ...
新股发行及今日交易提示-20250827





HWABAO SECURITIES· 2025-08-27 09:46
| 新股发行及今日交易提示 | 2025/8/27 | 星期三 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 2025/8/27 | 内地市场权益提示 | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | | http://www.cninfo.com.cn/new/disclosure/detail?stockCode=002633&announcementId=122453 | 002633 | 申科股份 | 要约申报期:2025年7月29日至2025年8月27日 | 5242&orgId=9900021749&announcementTime=2025 | -08-22 | 要约收购 | | http://www.cninfo.com.cn/new/disclosure/detail?stockCode=600399&announcementId=122456 | 600399 | 抚顺特钢 | 要约申报期:2025年8月12日至2025年9月10日 | 7286&orgId=gssh0600399&announcem ...
【机构调研记录】融通基金调研汇嘉时代、潮宏基等3只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
证券之星消息,根据市场公开信息及8月26日披露的机构调研信息,融通基金近期对3家上市公司进行了调研,相关名单如下: 融通基金成立于2001年,截至目前,资产管理规模(全部公募基金)1541.98亿元,排名47/210;资产管理规模(非货币公募基金)752.13亿元,排名 57/210;管理公募基金数174只,排名42/210;旗下公募基金经理39人,排名30/210。旗下最近一年表现最佳的公募基金产品为融通中证云计算与 大数据主题指数(LOF)A,最新单位净值为1.71,近一年增长108.3%。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 1)汇嘉时代 (融通基金参与公司特定对象调研&电话会议) 调研纪要:乌鲁木齐北京路购物中心超市生鲜品类占比提升1.87%,熟食增5%,面包烘焙增0.8%,优化联营商与供应链,引进本地品牌,升级包 装与设备。上半年调改涵盖设立成长基金、优化商品结构、尝试自营鲜食与烘焙、推进日清计划、更新设施、取消强制动线、加强服务培训。公 司高度重视投资者回报,努力提升分红收益。百货门店调改聚焦品牌级次提升与首店 ...
【机构调研记录】泉果基金调研瑞普生物、汇嘉时代等6只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
Group 1: Company Insights - Ruipu Biotech reported a comprehensive gross margin increase of 2.36 percentage points, driven by revenue scale expansion and product structure optimization, with a 17.94% year-on-year growth in the pet health sector [1] - Huijia Times has enhanced its fresh food category in Urumqi's Beijing Road shopping center, with a 1.87% increase in fresh food share and a 5% increase in cooked food [2] - Marubi Biotech expanded its audience on Douyin through targeted content, with a focus on brand building and new product launches in the second half of the year [3] - Jiangbolong's domestic market share in eSSD is second only to Solidigm and Samsung, with significant advancements in PCIe SSD and RDIMM products [4] - AVIC High-Tech is focusing on low-altitude economy strategies and has invested 9.17 billion in civil aviation composite materials projects [5] - Tianfu Communication achieved a revenue of 2.456 billion, a year-on-year increase of 57.84%, with a notable growth in active products [6] Group 2: Financial Performance - Ruipu Biotech's raw material drug segment showed significant improvement, with a gross margin increase of 14 percentage points and a reduction in losses by over 10 million compared to the previous year [1] - Huijia Times is prioritizing investor returns and enhancing dividend yields through strategic adjustments in its department stores [2] - Marubi Biotech's core product series accounts for over 70% of sales, indicating potential for further growth [3] - Jiangbolong's self-developed main control chip has shipped over 80 million units, showcasing its strong market position [4] - AVIC High-Tech expects significant improvement in cash collection in the second half of the year due to the maturity of previously received bills [5] - Tianfu Communication's gross margin decreased due to changes in product structure, with an increased focus on active products [6] Group 3: Strategic Developments - Ruipu Biotech plans to accelerate the launch of new products in the second half of the year, supported by significant R&D achievements [1] - Huijia Times is optimizing its product structure and enhancing service training to improve customer experience [2] - Marubi Biotech is set to launch a series of new products under its successful Xiaojin needle series [3] - Jiangbolong is collaborating with SanDisk to launch customized UFS products, enhancing its market presence [4] - AVIC High-Tech is deepening collaboration with core customers in the engine blade business through joint ventures [5] - Tianfu Communication is expanding its product offerings in response to customer demands, ensuring effective resource allocation [6]
新股发行及今日交易提示-20250826





HWABAO SECURITIES· 2025-08-26 10:59
New Stock Issuance - The new stock issuance for Sanxie Electric (证券代码: 920100) is priced at 8.83[1] - Shenkou Co. (证券代码: 002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (证券代码: 600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] Market Alerts - Changcheng Military Industry (证券代码: 601606) is experiencing severe abnormal fluctuations[1] - ST Yanzhen (证券代码: 603389) has reported significant trading anomalies[1] - ST Zhongdi (证券代码: 000609) has been flagged for unusual trading activity[1] Other Notable Stocks - Zhanjiang Development (证券代码: 000753) and Pudong Construction (证券代码: 600284) are also under scrutiny for trading irregularities[1] - The stock of Zhaoyi Innovation (证券代码: 603986) is being monitored for potential volatility[1] - The stock of ST Suwu (证券代码: 600200) has been highlighted for its trading behavior[1]

汇嘉时代跌9.79%,2机构龙虎榜上净卖出1663.24万元
Zheng Quan Shi Bao Wang· 2025-08-26 09:57
资金流向方面,今日该股主力资金净流出4193.61万元,其中,特大单净流出2443.26万元,大单资金净 流出1750.36万元。近5日主力资金净流出4033.37万元。 7月31日公司发布的半年报数据显示,上半年公司共实现营业收入12.71亿元,同比增长2.29%,实现净 利润6704.81万元,同比增长62.64%。(数据宝) 汇嘉时代8月26日交易公开信息 汇嘉时代(603101)今日下跌9.79%,全天换手率12.21%,成交额6.43亿元,振幅6.62%。龙虎榜数据显 示,机构净卖出1663.24万元,营业部席位合计净买入596.71万元。 上交所公开信息显示,当日该股因日跌幅偏离值达-9.40%上榜,机构专用席位净卖出1663.24万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交1.18亿元,其中,买入成交额为5361.81 万元,卖出成交额为6428.33万元,合计净卖出1066.53万元。 具体来看,今日上榜的营业部中,共有2家机构专用席位现身,即卖二、卖三,合计净卖出1663.24万 元。 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | ...
汇嘉时代“胖东来”指导调改店首周销售额同比增长272% 30余家机构线上调研
Zheng Quan Shi Bao Wang· 2025-08-26 06:01
Core Viewpoint - The company, Huijia Times, has successfully opened its first "Pang Donglai" guided reform store, which has led to significant improvements in sales and customer engagement, indicating a positive response to the store's new product structure and layout [2]. Group 1: Store Performance - The newly opened Urumqi Huijia Times supermarket has achieved sales of 17.32 million yuan, representing a year-on-year increase of 272% [2]. - Daily transactions reached 11,174, showing a year-on-year growth of 232.1% [2]. - The average transaction value increased to 172.2 yuan, reflecting a year-on-year growth of 12.1% [2]. Group 2: Store Reform and Future Plans - The reform of the store has optimized the product structure, achieving over 90% alignment with the desired product mix of Pang Donglai [2]. - The company plans to implement supermarket reforms in two phases, with the first phase completed and the second phase progressing as scheduled [3]. - The founder and actual controller of the company, Pan Jinhai, expressed satisfaction with the initial feedback from customers and employees, indicating that there is still significant room for further optimization [2].
A股昨日交易额年内首次突破3万亿元
Mei Ri Shang Bao· 2025-08-26 01:05
商报讯(记者 苗露)昨日的A股市场表现可谓是让股民们乐到心里。上午一开盘,A股全场明显放量, 三大股指集体冲高。截至下午收盘,沪深北三市合计成交额31770亿元,创出年内新高。并且,单日成 交额为年内首次突破3万亿元,亦为史上第二高。第一高还要追溯到去年10月8日,沪深北三市合计成交 额历史性地首次突破3万亿元大关,达到约3.49万亿元。 昨日还有多只热门股成交活跃,成交额超过百亿元的股票频现。如东方财富(300059)、寒武纪-U、 北方稀土(600111)、海光信息等多只股票成交额甚至超过200亿元。全市场超3300只个股上涨。 A股狂欢 沪指逼近3900点 昨日,A股市场全天震荡走高,沪指盘中逼近3900点,创业板指领涨。午后市场热点继续轮动,主要指 数表现方面,上证指数、深证成指、创业板指、科创50等多个指数持续上行, 盘中再度创出阶段新 高。截至下午收盘,上证指数报收3883.56点,上涨1.51%,深证成指上涨2.26%,创业板指上涨3%,科 创50指数上涨3.2%。 值得一提的是,截至2025年8月25日,A股历史上单日成交额超2万亿元的天数共35天,其中2024年占18 天,2025年占12天 ...
【私募调研记录】健顺投资调研汇嘉时代
Zheng Quan Zhi Xing· 2025-08-26 00:11
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 根据市场公开信息及8月25日披露的机构调研信息,知名私募健顺投资近期对1家上市公司进行了调研, 相关名单如下: 1)汇嘉时代 (健顺投资参与公司特定对象调研&电话会议) 调研纪要:汇嘉时代对商品结构进行了深度优化,汇聚一线、二线品牌及本地地标性商品,达到胖东来 商品结构的90%以上。卤味熟食区全新升级,水产区增设专用缸养殖,粮油副食区重点推出健康升级系 列。购物环境和服务体验方面,打破强制动线设计,拓宽通道,新增顾客休息区,设置多项便民服务设 施。汇嘉时代超市北京路店自8月16日重装开业至今,日销售额、客流和客单价较同期增长,但对经营 业绩影响不大。公司今年对超市调改的规划计划分两批进行,第一批已完成,第二批正在推进。公司超 市板块分为精品超市、生活超市和社区超市。 机构简介: 上海健顺投资管理公司成立于2006年4月,是由北京大学校友合作发起的,致力于资本市场投资管理及 咨询服务的专业投资管理公司,公司资产管理投资范围覆盖国内A股和香港股票市场,并专注于为机构 客户和高端私人客户提供专 ...