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帮主郑重:年线三连跌成“黄金坑”?18只潜力股藏着机构抄底密码!
Sou Hu Cai Jing· 2025-06-24 13:51
Core Viewpoint - The article discusses the emergence of 18 "cold potential stocks" in the A-share market that have experienced three consecutive years of decline, attracting institutional investors who see potential for recovery and growth [1][4]. Group 1: Selection Criteria for "Cold Potential Stocks" - The stocks selected have shown a consistent decline over three years, indicating a lack of market interest, possibly due to industry cycles or company-specific issues [3]. - Three hard indicators were used for selection: - Performance must be solid, with a projected net profit exceeding 300 million in 2024 and maintaining over 30 million in Q1 2025 [3]. - At least five institutions must give a "buy/increase" rating, with a consensus forecast of over 30% net profit growth for the year [3]. - The time dimension is crucial, as three years of decline have eliminated short-term speculative investors, leaving only fundamental value players [3]. Group 2: Industry Insights - The power equipment industry has the highest representation among the selected stocks, attributed to: - A reversal in industry cycles, where previous expansions in renewable energy (solar, storage, wind) have led to a more optimized competitive landscape and genuine profit realization [5]. - A surge in demand driven by AI computing needs and renewable energy, with overseas orders for wind and solar energy showing signs of recovery [5]. - Institutions view the prolonged decline in stock prices as an opportunity for medium to long-term investments, as improved performance and growth rates present a favorable risk-reward scenario [6]. Group 3: Notable Stocks and Their Potential - Three standout stocks were highlighted: - Rongsheng Petrochemical, with 15 institutions recommending a buy and a projected net profit growth of nearly 300%, benefiting from a recovering refining industry [7]. - Gujia Home Furnishing, characterized by a low price-to-earnings ratio and strong institutional backing, with growth projections considered conservative [7]. - Jianyou Co., a pharmaceutical company with significant growth potential driven by its dual focus on heparin raw materials and biopharmaceuticals [7]. - Common traits among these stocks include solid performance, significant institutional interest, and strong industry fundamentals [8].
顾家家居(603816) - 关于持股5%以上股东股份被轮候冻结的公告
2025-06-19 09:15
截至本公告披露日,顾家集团有限公司(以下简称"顾家集团")持有顾 家家居股份有限公司(以下简称"公司"或"本公司")103,171,483 股股票, 占本公司总股本的 12.55%;顾家集团所持本公司股份累计被冻结(含轮候冻结) 和司法标记 103,171,483 股,占其所持有本公司股数的 100%,占本公司总股本 的 12.55%。TB Home Limited(以下简称"TB Home")持有本公司 41,176,766 股股票,占本公司总股本的 5.01%;TB Home 所持本公司股份累计被冻结(含轮 候冻结)和司法标记 41,176,766 股,占其所持有本公司股数的 100%,占本公司 总股本的 5.01%。 证券代码:603816 证券简称:顾家家居 公告编号:2025-047 顾家家居股份有限公司 关于持股 5%以上股东股份被轮候冻结的公告 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。 重要内容提示: 1、顾家集团及 TB Home 本次股份被轮候冻结事项不会导致公司控制权发生 变更,不会对公司日常经营和管 ...
顾家家居(603816) - 关于持股5%以上股东股份被轮候冻结的公告
2025-06-18 09:47
证券代码:603816 证券简称:顾家家居 公告编号:2025-046 顾家家居股份有限公司 关于持股 5%以上股东股份被轮候冻结的公告 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。 股东名称 冻结/标记股 份数量(股) 占其所 持股份 比例(%) 占公司 总股本 比例(%) 冻结/标记 股份是否为 限售股 冻结/标 记起始日 冻结/标 记到期日 冻结申请人 冻结 原因 顾家集团 1,580,000 1.53 0.19 否 2025 年 6 月 16 日 / 浙江省杭州市 中级人民法院 轮候 冻结 TB Home 41,176,766 100.00 5.01 否 2025 年 6 月 16 日 / 浙江省杭州市 中级人民法院 轮候 冻结 一、本次股份被轮候冻结的基本情况 二、股份累计被冻结情况 | 股东名称 | | 持股数量(股) | 持股比 | 累计被冻 | 累计被标记 | 合计占其 | 合计占公 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 例(% ...
股权全部冻结,顾江生家族和顾家家居“渐行渐远”
Guan Cha Zhe Wang· 2025-06-16 03:54
所持股票被全部冻结、2900多万股股份即将被拍卖、大股东进一步发起要约收购,顾江生及其家族,正 一步一步远离其一手创立的顾家家居(603816)。 发行完成后,盈峰集团将直接持有公司11.26%的股权,其和顾家家居目前的第一大股东、也是一致行 动人盈峰睿和投资,将合计持有公司37.37%的股比。 圣奥集团旗下企业疑对顾家集团提出6.53亿仲裁 从顾家家居的公告来看,不论是股权冻结还是拍卖,主要来自于顾家集团所持有的股份比例。 阿里拍卖平台显示,上述将在7月1日拍卖的2932.47万股无限流通股,目前起拍价约为7.0458亿元,已经 引来154人设定提醒,以及3563次围观,但至今仍是0人出价。 观察者网注意到,6月13日时这一股份对应的拍卖价还是6.53亿元,至6月15日时已经提升至7亿元,不 排除公司股价波动影响。因此不排除在7月1日前,起拍价仍有变动的可能。 顾家家居6月11日公告称,持有公司12.55%股比的第二大股东顾家集团,和持有公司5.01%股比的第三 大股东TB Home Limited(以下简称"TB Home"),所持股票被全部冻结,其中包含轮候冻结,合计约为 1.443亿股。 顾家集团及T ...
万科首次出售2200万股A股库存股;南都物业独董高强被监察机关留置 | 房产早参
Mei Ri Jing Ji Xin Wen· 2025-06-11 23:59
Group 1: Zhejiang Special Bonds for Real Estate - Zhejiang and Sichuan issued special bonds totaling 19.2 billion yuan for the acquisition of existing residential properties, with Zhejiang's issuance at 17.5 billion yuan, accounting for 3.2% of its new special bonds [1] - The acquisition projects involve 11 projects, with 7 owned by local state-owned enterprises, 2 by mixed-ownership enterprises, and 2 by private enterprises [1] - This initiative aims to alleviate real estate inventory pressure and stabilize market expectations, providing a new approach for high-inventory third and fourth-tier cities [1] Group 2: Vanke's Stock Sale - Vanke announced the sale of 22 million A-shares, representing 0.18% of its total share capital, raising approximately 1.458 billion yuan [2] - The shares were sold at an average price of 6.63 yuan per share, lower than the repurchase cost, indicating a book loss but significant for Vanke's liquidity [2] - This move is part of a 2022 repurchase plan and aims to alleviate cash flow pressures faced by real estate companies [2] Group 3: Independent Director of Nandu Property - Nandu Property announced the removal of independent director Gao Qiang due to his detention by supervisory authorities, proposing Zhao Rongxiang as the new independent director [3] - This incident may raise market concerns regarding corporate governance and prompt other companies in the property sector to review their governance structures [3] Group 4: Gujia Home's Share Freeze - Gujia Home reported that all shares held by Gujia Group (12.55% of total shares) and TB Home (5.01% of total shares) have been frozen and marked judicially [4] - The company clarified that this situation will not change its control or affect daily operations, but may raise concerns about potential debt risks and the stability of its equity structure [4] - Other companies in the home furnishing sector may adopt more cautious approaches to capital and equity management due to this event [4] Group 5: Jianfa's Loan to Jianfa Real Estate - Jianfa announced a loan of 2 billion yuan to its subsidiary Jianfa Real Estate, with a term from June 10, 2025, to July 9, 2025, at an interest rate of 4.5% [5] - This loan aims to support the development of Jianfa Real Estate's business and is considered manageable in terms of operational risk [5] - The funding will help alleviate liquidity pressures in the real estate sector and support project advancement and operations [5]
顾家家居: 关于持股5%以上股东股份被冻结和司法标记的公告
Zheng Quan Zhi Xing· 2025-06-11 10:28
关于持股 5%以上股东股份被冻结和司法标记的公告 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。 重要内容提示: ? 截至本公告披露日,顾家集团有限公司(以下简称"顾家集团")持有顾 家家居股份有限公司(以下简称"顾家家居"、 "公司"或"本公司")103,171,483 股股票,占本公司总股本的 12.55%;顾家集团所持本公司股份累计被冻结(含 轮候冻结)和司法标记 103,171,483 股,占其所持有公司股数的 100%,占本公 司总股本的 12.55%。TB Home Limited(以下简称"TB Home")持有顾家家居 冻结(含轮候冻结)和司法标记 41,176,766 股,占其所持有公司股数的 100%, 占本公司总股本的 5.01%。 证券代码:603816 证券简称:顾家家居 公告编号:2025-045 顾家家居股份有限公司 一、本次股份被冻结和司法标记的基本情况 | | | 占其所 | 占公司 | 冻结/标记 | | | | | | | --- | --- | --- | --- | --- | --- ...
顾家家居(603816) - 关于持股5%以上股东股份被冻结和司法标记的公告
2025-06-11 10:00
证券代码:603816 证券简称:顾家家居 公告编号:2025-045 顾家家居股份有限公司 关于持股 5%以上股东股份被冻结和司法标记的公告 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。 重要内容提示: 截至本公告披露日,顾家集团有限公司(以下简称"顾家集团")持有顾 家家居股份有限公司(以下简称"顾家家居"、"公司"或"本公司")103,171,483 股股票,占本公司总股本的 12.55%;顾家集团所持本公司股份累计被冻结(含 轮候冻结)和司法标记 103,171,483 股,占其所持有公司股数的 100%,占本公 司总股本的 12.55%。TB Home Limited(以下简称"TB Home")持有顾家家居 41,176,766 股股票,占本公司总股本的 5.01%;TB Home 所持本公司股份累计被 冻结(含轮候冻结)和司法标记 41,176,766 股,占其所持有公司股数的 100%, 占本公司总股本的 5.01%。 顾家集团及 TB Home 不属于公司控股股东、实际控制人,该事项不会导 致公司控制权发生 ...
顾家家居(603816) - 关于持股5%以上股东部分股份将被司法拍卖的提示性公告
2025-06-03 09:31
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: 截至本公告披露日,顾家集团有限公司(以下简称"顾家集团")持有顾 家家居股份有限公司(以下简称"公司"或"本公司")103,171,483 股股票, 占本公司总股本的 12.55%,上述股份目前均处于冻结状态。 本次顾家集团拟被司法拍卖的股票数量为 29,324,717 股,占其所持有本 公司股数的 28.42%,占本公司总股本的 3.57%。 本次司法拍卖尚处于公示阶段,后续涉及竞拍、缴款、股权变更过户等 环节,拍卖的结果具有不确定性,公司将密切关注上述事项的进展情况,并根据 相关法律法规的要求及时履行信息披露义务。敬请广大投资者注意风险。 证券代码:603816 证券简称:顾家家居 公告编号:2025-044 顾家家居股份有限公司 关于持股 5%以上股东部分股份将被司法拍卖 的提示性公告 | | 是否 | 拟被司法拍 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | ...
顾家家居: 关于召开2024年度暨2025年第一季度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-05-29 09:26
Group 1 - The company will hold a performance briefing on June 10, 2025, to discuss the 2024 annual report and the Q1 2025 report [1][2] - The briefing will be conducted in an interactive online format, allowing investors to engage with the company's management [1][2] - Key personnel attending the briefing include the Chairman, CEO, independent directors, and the CFO [1] Group 2 - Investors can submit questions for the briefing through the Shanghai Stock Exchange Roadshow Center website or via email [2] - The briefing will address common investor concerns regarding the company's financial performance and operational results [1][2] - After the briefing, investors can access the main content and outcomes through the Shanghai Stock Exchange Roadshow Center [2]
顾家家居(603816) - 关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-05-29 09:00
证券代码:603816 证券简称:顾家家居 公告编号:2025-043 公司已于 2025 年 4 月 29 日发布公司 2024 年年度报告和 2025 年第一季度报 告,为便于广大投资者更全面深入地了解公司 2024 年度及 2025 年第一季度报告 经营成果、财务状况,公司计划于 2025 年 6 月 10 日(星期二)下午 15:00-16:00 举行 2024 年度暨 2025 年第一季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络互动形式召开,公司将针对 2024 年年度报告和 2025 年第一季度报告的经营成果及财务指标的具体情况与投资者进行互动交流和沟 通,在信息披露允许的范围内就投资者普遍关注的问题进行回答。 会议召开时间:2025 年 6 月 10 日(星期二)下午 15:00-16:00 会议召开地点:上海证券交易所上证路演中心(网址:https: //roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 6 月 3 日(星期二)至 6 月 9 日(星期一)16:00 前登录上证路演中心网站首页点击" ...