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景顺长城科技军团郭琳:看好科技、互联网、周期资源品、制造业出海等
Xin Lang Cai Jing· 2026-02-04 09:15
经历开年连续上涨后,A股步入震荡调整阶段。前期商业航天、黄金、白银等热门板块也出现调整,后 续市场如何投资布局?面对结构分化的市场,均衡配置通过布局不同行业捕获投资机会,避免集中单一 板块带来的波动风险,或是当下较好选择。据悉,由景顺长城科技军团成员、均衡成长选手郭琳为拟任 基金经理的景顺长城智享混合(代码:026709)正在发行。从郭琳过往的投资来看,她横跨A股、港股 市场,擅长以成长风格构成组合基石,并均衡配置周期、制造等板块,同时注重通过行业均衡、行业对 冲来适当控制基金组合回撤。 均衡布局成长赛道,能力圈内捕捉超额回报 近年来,景顺长城把对科技领域有见解、有兴趣、有资源禀赋、科技类股票持仓较多的基金经理组成 了"科技军团"。郭琳就是其中成员之一,她不押注单一赛道,行业适当分散,能力圈以TMT⽅向为主, 军⼯、医药、制造业、新消费为辅,并形成了以成长投资为主,均衡投资捕捉多元化超额收益的投资风 格。 在投资管理中,郭琳坚持"重趋势、重时机、重成本"三重理念,她倾向于结合产业政策、行业技术创新 迭代、行业供需变化等维度,寻找中期维度景气向上的子行业。在选股阶段,郭琳从中观产业视角出 发,挖掘具备长期成长潜 ...
长城科技2月2日获融资买入618.41万元,融资余额1.89亿元
Xin Lang Cai Jing· 2026-02-03 01:25
2月2日,长城科技涨0.97%,成交额1.64亿元。两融数据显示,当日长城科技获融资买入额618.41万 元,融资偿还936.39万元,融资净买入-317.97万元。截至2月2日,长城科技融资融券余额合计1.89亿 元。 融资方面,长城科技当日融资买入618.41万元。当前融资余额1.89亿元,占流通市值的3.51%,融资余 额超过近一年70%分位水平,处于较高位。 融券方面,长城科技2月2日融券偿还0.00股,融券卖出200.00股,按当日收盘价计算,卖出金额5222.00 元;融券余量500.00股,融券余额1.31万元,超过近一年80%分位水平,处于高位。 资料显示,浙江长城电工科技股份有限公司位于浙江省湖州练市长城大道东1号,成立日期2007年8月16 日,上市日期2018年4月10日,公司主营业务涉及电磁线的研发、生产和销售。主营业务收入构成为: 电磁线97.89%,其他(补充)2.11%。 截至9月30日,长城科技股东户数2.78万,较上期增加5.96%;人均流通股7425股,较上期减少5.62%。 2025年1月-9月,长城科技实现营业收入94.43亿元,同比减少0.68%;归母净利润2.15亿 ...
中国长城科技集团股份有限公司2025年度业绩预告
登录新浪财经APP 搜索【信披】查看更多考评等级 2.预计的经营业绩:亏损 3.业绩预告情况表: ■ 二、与会计师事务所沟通情况 本次业绩预告未经年度审计会计师事务所审计,系公司初步测算结果,但公司已就有关事项与年度审计 会计师事务所进行了预沟通,公司与年度审计会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 1.本报告期内,公司锚定主责主业战略方向,精准把握市场机遇窗口,持续优化业务结构与产品矩阵, 实现营业收入稳步增长,带动毛利同比提升,推动公司业务稳定发展。同时,公司进一步提升资源使用 效率,持续优化资产结构和资源配置,剥离非核心资产取得较高的投资处置收益。预计公司2025年度归 属于上市公司股东的净利润同比实现大幅度减亏。 2.根据公司业务发展情况,按照企业会计准则及公司会计政策等相关规定,基于谨慎性原则,公司对各 类资产进行了全面检查和减值测试,计提各项资产减值准备。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1.业绩预告期间:2025年1月1日至2025年12月31日。 3.本报告期内,公司预计归属于上市公司 ...
证券代码:000066 证券简称:中国长城 公告编号:2026-006 中国长城科技集团股份有限公司2025年度业绩预告
Group 1 - The company expects to incur a loss for the fiscal year 2025, which spans from January 1, 2025, to December 31, 2025 [2][3] - The preliminary performance forecast has not been audited by the annual auditing firm, but the company has communicated with the auditors regarding the forecast, and there are no discrepancies [3] - The company aims to optimize its business structure and product matrix, leading to steady growth in operating revenue and an increase in gross profit year-on-year, while also improving resource efficiency and asset structure [4] Group 2 - The company anticipates a significant reduction in net loss attributable to shareholders for the fiscal year 2025, driven by strategic focus and market opportunities [4] - Non-recurring gains and losses for the year are expected to be approximately between 595 million to 670 million yuan, primarily from non-current asset disposal gains and government subsidies [4] - The specific financial data will be disclosed in detail in the company's 2025 annual report [5]
中国长城科技集团股份有限公司关于归还用于补充流动资金的募集资金的公告
Core Viewpoint - China Great Wall Technology Group Co., Ltd. has successfully returned 1.8 billion RMB of temporarily used idle raised funds to its designated account, ensuring that the investment projects remain unaffected [1][2]. Group 1 - The company held meetings on January 13, 2025, where it approved the use of up to 1.8 billion RMB of idle raised funds to temporarily supplement working capital for a period not exceeding 12 months [1]. - As of January 8, 2026, the company has fully returned the 1.8 billion RMB to the raised funds account and notified the sponsor, CITIC Securities Co., Ltd. [1][2]. - During the period of using the idle funds, the company managed the funds reasonably, ensuring that the normal progress of the investment plan was not affected and that there was no change in the purpose of the raised funds [2].
中国长城科技集团股份有限公司关于公司高级管理人员变动的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000066 证券简称:中国长城公告编号:2025-061 中国长城科技集团股份有限公司 关于公司高级管理人员变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 近日,中国长城科技集团股份有限公司(以下简称"公司")董事会收到了公司高级副总裁牛明先生的书 面辞呈。因工作变动,牛明先生申请辞去公司高级副总裁职务,其辞职不会影响公司相关工作的正常进 行。牛明先生辞职后,在本公司的其他职务根据相关规定履行任免程序。 根据有关法律法规及其他规范性文件的规定,牛明先生的辞呈自送达公司董事会之日起生效。截至本公 告披露日,牛明先生持有公司股票60,000股,其辞职后将严格遵守中国证券监督管理委员会《上市公司 董事和高级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第18 号一一股东及董事、高级管理人员减持股份(2025年修订)》等相关法律法规及规范性文件的规定。 牛明先生在公司担任高级管理人员期间,始终恪尽职守,勤勉尽责,为公司的发展做出了重要贡献,公 司及董事会对其任职期间 ...
中国长城科技集团股份有限公司2025年度第三次临时股东会决议公告
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、特别提示 1.本次股东会没有出现否决议案的情形; 2.本次股东会无涉及变更前次股东会决议的情形。 二、会议召开和出席情况 (一)会议召开的情况 1.会议时间: 现场会议召开的时间:2025年12月22日14:45 网络投票的时间:2025年12月22日 其中,通过深圳证券交易所交易系统进行网络投票的具体时间为2025年12月22日交易时间,即9:15- 9:25,9:30-11:30和13:00-15:00;通过深圳证券交易所互联网投票系统投票的具体时间为2025年12月22 日9:15-15:00期间的任意时间。 2.现场会议召开地点:深圳市南山区科技园科发路3号中电长城大厦A座24楼 7.会议的召开符合《公司法》《股票上市规则》及《公司章程》等有关法律法规的规定。 (二)会议的出席情况 1.股东出席情况 参加公司2025年度第三次临时股东会的股东及股东代理人共2,606人,所持有表决权的股份总数为 1,358,362,981股,占公司有表决权总股份42.1 ...
中国长城科技集团股份有限公司第八届董事会第二十五次会议决议公告
Core Viewpoint - The board of directors of China Great Wall Technology Group Co., Ltd. held its 25th meeting of the 8th session on December 5, 2025, where several key resolutions were passed, including the acquisition of foreign equity in Wuhan Changguang Power Co., Ltd. and the nomination of an independent director candidate [1][10]. Group 1: Board Resolutions - The board approved the acquisition of foreign equity in Wuhan Changguang Power Co., Ltd. by Wuhan Zhongyuan Electronics Group Co., Ltd., which does not constitute a related party transaction [1]. - The board agreed to amend the "Audit Committee Work Regulations" [3]. - The board approved the revision of the "Related Party Transaction Management System" [6]. - The board nominated Mr. Zhang Fan as an independent director candidate for the 8th board, pending approval from the shareholders' meeting and regulatory review [9][10]. - The board proposed to convene the third extraordinary shareholders' meeting for 2025, which was also approved [11]. Group 2: Shareholders' Meeting Details - The third extraordinary shareholders' meeting for 2025 is scheduled for December 22, 2025, at 14:45, with both on-site and online voting options available [16][17]. - The registration date for shareholders to attend the meeting is December 16, 2025 [18]. - Shareholders can participate in the meeting either in person or through a proxy, and specific registration procedures are outlined [23].
中国长城科技集团股份有限公司 关于参加2025年度深圳辖区上市公司投资者网上集体接待日活动的公告
Core Points - The company, China Great Wall Technology Group Co., Ltd., will participate in the 2025 Shenzhen-listed companies' investor online collective reception day activity [1] - The event aims to enhance interaction and communication with investors [1] - The online event is scheduled for November 20, 2025, from 14:30 to 17:00 [1] - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1] - The company's Chief Financial Officer, Ms. Song Jindi, and Board Secretary, Mr. Ji Jianxiong, will communicate with investors via online text [1]
中国长城科技集团股份有限公司第八届董事会第二十三次会议决议暨变更董事会秘书的公告
Core Points - The company announced the resignation of Wang Xifa as the board secretary due to reaching the legal retirement age, effective immediately upon delivery of his resignation [1][2] - The board expressed gratitude for Wang Xifa's contributions during his tenure [2] - The board appointed Ji Jianxiong as the new board secretary, with his term aligned with the current board [2][3] Company Governance - The board meeting was held on November 12, 2025, with all nine directors present, complying with legal and regulatory requirements [2][3] - The appointment of Ji Jianxiong was unanimously approved with 9 votes in favor, 0 against, and 0 abstentions [3] New Board Secretary Profile - Ji Jianxiong holds a bachelor's degree in economics and a master's degree in business administration from Harbin Institute of Technology [5] - He has held various positions within the company and has relevant qualifications, including a board secretary qualification certificate [5] - Ji Jianxiong has no relationships with the company's actual controllers or other board members, and he does not hold any shares in the company [5]