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【机构调研记录】天弘基金调研福昕软件、莱绅通灵等5只个股(附名单)
Zheng Quan Zhi Xing· 2025-05-09 00:11
Group 1: Focusing on Companies - Tianhong Fund recently conducted research on five listed companies, including Foxit Software, which has a first-mover advantage in the intelligent document processing sector, primarily serving small and medium enterprises while also catering to large clients [1] - Foxit Software is enhancing its subscription revenue through cloud transformation and global marketing network expansion, with AI driving business model upgrades [1] - Laisentongling is expected to see rapid revenue growth in 2024, with a focus on differentiated gold products and brand positioning, aiming for a gross margin increase from 39.5% in 2024 to 41.7% in Q1 2025 [2] - Fuguang Co., Ltd. achieved a revenue of 621.39 million yuan in 2024, a year-on-year increase of 5.82%, and a net profit of 9.49 million yuan, marking a turnaround to profitability [3] - Zhongke Environmental Protection has a differentiated advantage in its heating business, with significant growth potential driven by stable heat demand and project location advantages [4] - Zhuhai Guanyu plans to enhance its product and market competitiveness by increasing R&D investment and improving process levels, while also focusing on key technologies in lithium-ion and sodium-ion batteries [5] Group 2: Financial Performance and Projections - Foxit Software's accounts receivable and contract liabilities grew in tandem, influenced by subscription transformation and acquisitions [1] - Laisentongling's gold-inlaid products are expected to account for 65% of revenue in 2024, increasing to 70%-75% in Q1 2025, with a focus on optimizing low-efficiency stores [2] - Fuguang Co., Ltd.'s customized product business saw a revenue increase of 113.26%, indicating strong market demand for high-end optical components [3] - Zhongke Environmental Protection's heating capacity is significantly greater than current demand, indicating potential for future growth [4] - Zhuhai Guanyu's investment cash flow is negative due to fixed asset investments, while financing cash flow is also negative due to loan repayments and interest payments [5]
莱绅通灵(603900) - 莱绅通灵关于股票交易异常波动的公告
2025-05-06 10:47
证券代码:603900 证券简称:莱绅通灵 公告编号:2025-020 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: 一、 股票交易异常波动的具体情况 莱绅通灵珠宝股份有限公司(以下简称"公司")股票交易于 2025 年 4 月 30 日至 5 月 6 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20.00%,根 据《上海证券交易所股票交易规则》等有关规定,属于股票交易异常波动。 二、 公司关注并核实的相关情况 公司股票发生交易异常波动情况后,公司对相关事项进行了自查核实,并 向公司控股股东、实际控制人发函查证,现将有关情况说明如下: 1、 生产经营情况 经核实,公司主业经营未发生变化,日常经营情况正常,市场环境或行业 政策未发生重大调整,内部生产经营秩序正常,近期未签订重大合同,生产成 本和销售等情况正常。 2、 重大事项情况 莱绅通灵珠宝股份有限公司 关于股票交易异常波动的公告 公司未发现可能或已经对公司股票交易价格产生影响的媒体报道或市场传 闻,未发现涉及热点概念事项。 4、 其他股价敏感信息或 ...
莱绅通灵(603900) - 莱绅通灵控股股东关于股票交易异常波动询证函的回函
2025-05-06 10:45
特此回复。 马峻 莱绅通灵珠宝股份有限公司: 莱绅通灵珠宝股份有限公司(以下简称"公司")股票交易连续 2 个交易日内(2025 年 4 月 30 日至 5 月 6 日)日收盘价格涨幅偏离 值累计超过 20.00%,触及股票异常波动标准。作为公司控股股东及 实际控制人,本人于 2025 年 5 月 6 日收到公司出具的《关于股票交 易异常波动的询证函》,经认真自查,现就有关情况回复如下: 2025 年 5 月 6 日 截止本函出具日,本人未筹划涉及公司的重大资产重组、股份发 行、收购、债务重组、业务重组、资产剥离、资产注入、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等重大事项, 并承诺 3 个月内不筹划前述事项。本人及一致行动人不存在本次股票 交易异常波动期间买卖公司股票的情况;亦不存在其他根据《上海证 券交易所股票上市规则》等有关规定应披露而未披露的重大信息。 莱绅通灵珠宝股份有限公司 控股股东关于股票交易异常波动询证函的回函 ...
强势股追踪 主力资金连续5日净流入124股
Zheng Quan Shi Bao Wang· 2025-05-06 10:15
| 601688 | 华泰证 | 5 | 2.08 | 6.01 | 1.76 | | --- | --- | --- | --- | --- | --- | | | 券 | | | | | | 603005 | 晶方科 | 5 | 1.94 | 5.46 | 9.07 | | | 技 | | | | | | 000933 | 神火股 | 7 | 1.91 | 6.53 | 4.81 | | | 份 | | | | | | 300657 | 弘信电 | 5 | 1.79 | 4.55 | 11.37 | | | 子 | | | | | | 688158 | 优刻得 | 5 | 1.78 | 5.36 | 13.31 | | 000630 | 铜陵有 | 5 | 1.71 | 8.40 | 1.58 | | | 色 | | | | | | 300382 | 斯莱克 | 5 | 1.62 | 8.36 | 24.17 | | 688208 | 道通科 | 5 | 1.50 | 5.56 | 14.00 | | | 技 | | | | | | 002558 | 巨人网 | 5 | 1.37 | 5.25 | 11. ...
黄金概念股震荡走强 莱绅通灵午后涨停
news flash· 2025-05-06 06:23
智通财经5月6日电,莱绅通灵午后涨停,四川黄金、华钰矿业、晓程科技、湖南黄金涨超5%,菜百股 份、潮宏基、明牌珠宝等跟涨。消息面上,受国际金价近日反弹影响,国内多家金店足金饰品价格再度 突破千元。其中,周大福足金饰品价格上调至1026元/克,较前日每克上涨28元;老凤祥足金饰品价格 上调至1025元/克,较前日每克上涨27元。 黄金概念股震荡走强 莱绅通灵午后涨停 ...
黄金股持续拉升,莱绅通灵涨停
news flash· 2025-05-06 06:23
黄金股持续拉升,莱绅通灵(603900)涨停,四川黄金(001337)涨超6%,湖南黄金(002155)、晓 程科技(300139)、明牌珠宝(002574)跟涨。 ...
刚刚,5连板!A股这个板块,全线爆发
Zheng Quan Shi Bao Wang· 2025-04-30 02:13
Retail Sector Activity - The retail sector showed significant activity with Maoye Commercial (600828) hitting the daily limit and achieving five consecutive trading limits [1][4] - Other notable stocks in the retail sector included Cuiwei Co. (603123) and Laisen Tongling (603900), both reaching the daily limit, while Zhongxing Commercial (000715) and Hongqi Chain (002697) also saw substantial gains [4] Economic Indicators - In the first quarter, China's total retail sales of consumer goods reached 12.47 trillion yuan, marking a year-on-year growth of 4.6%, which is an acceleration of 1.1 percentage points compared to the previous year [6] - March alone saw a growth rate of 5.9% in retail sales [6] AI Glasses Concept - The AI glasses concept opened strong with Yingtong Communications (002861) hitting the daily limit, while Deep Konka A surged over 8% [7] Computing Power Leasing Concept - The computing power leasing concept gained momentum with Changshan Beiming (000158), Chaoxun Communication (603322), and Hongbo Co. (002229) all reaching the daily limit, and Yitian Intelligent (300911) rising over 10% [8] Real Estate Sector Movement - The real estate sector experienced a surge with Zhonghua Enterprise (600675) and Yuehongyuan A both hitting the daily limit, while Huayuan Real Estate (600743) and Xinhuangpu (600638) increased by over 7% [9] Banking Sector Decline - The banking sector faced declines, with Huaxia Bank dropping over 8%, and major banks like China Construction Bank, Beijing Bank, and others falling by more than 2% [10] Manufacturing PMI - China's manufacturing purchasing managers' index (PMI) for April was reported at 49%, a decrease of 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [11] - High-tech manufacturing PMI stood at 51.5%, indicating continued expansion in that sector [11] - The service sector maintained expansion with a business activity index of 50.1, despite a slight decline from the previous month [11] US Automotive Tariff Developments - President Trump signed an announcement to provide compensation for tariffs on imported auto parts, allowing up to 3.75% of the retail price for compensation, which will decrease to 2.5% in the second year [12] - This move reflects ongoing pressure on the government regarding its tariff policies [12]
大消费股再度活跃 万辰集团等多股创历史新高





news flash· 2025-04-30 02:04
Group 1 - The core viewpoint of the article highlights the resurgence of consumer stocks, particularly in sectors such as beauty, pets, and retail, with several companies reaching historical highs [1] - Notable companies that achieved record highs include Wancheng Group, Runben Co., Dongpeng Beverage, Yanjinpuzi, and Jinbo Biological, while Han Commercial Group, Laishen Tongling, Anzheng Fashion, and Meike Home reached their daily limit [1] - The Ministry of Commerce is collaborating with relevant departments to introduce several measures, including the 2025 work plan for improving service consumption and benefiting the public [1]
莱绅通灵(603900) - 莱绅通灵关于2025年第一季度经营数据的公告
2025-04-29 14:16
证券代码:603900 证券简称:莱绅通灵 公告编号:2025-019 莱绅通灵珠宝股份有限公司 2025 年第一季度经营数据的公告 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。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露》之第 四号《零售》等相关要求,现将公司 2025 年第一季度经营数据披露如下: 一、门店数量、面积及分布 1、分渠道模式门店数量变动情况 | 模式 | 期初 | 变动 | | | 期末 | | --- | --- | --- | --- | --- | --- | | | | 新开 关闭 | | 小计 | | | 直营 | 256 | 2 | 15 | -13 | 243 | | 加盟 | 121 | 2 | 13 | -11 | 110 | | 合计 | 377 | 4 | 28 | -24 | 353 | 注:公司期末直营门店中,有 1 家为自有物业,有 100 家为专厅。 2、分渠道模式门店面积变动情况 单位:m² | 模式 | 期初 | 变动 | | | 期末 | | -- ...
莱绅通灵(603900) - 莱绅通灵第五届监事会第八次会议决议公告
2025-04-29 14:09
莱绅通灵珠宝股份有限公司 第五届监事会第八次会议决议公告 证券代码:603900 证券简称:莱绅通灵 公告编号:2025-018 公司董事会的编制和审议程序符合法律、行政法规、中国证监会的相关规定, 报告的内容能够真实、准确、完整地反映上市公司的实际情况,不存在虚假记载、 误导性陈述或者重大遗漏。 同意 3 票,反对 0 票,弃权 0 票。 特此公告。 莱绅通灵珠宝股份有限公司监事会 2025年4月30日 1 本公司监事会及全体监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。 莱绅通灵珠宝股份有限公司(以下简称"公司")第五届监事会第八次会议 通知于 2025 年 4 月 25 日以专人、书面、邮件的形式发出,于 2025 年 4 月 29 日上午在公司会议室以现场方式召开。本次会议应出席监事 3 名,实际出席监事 3 名,董事会秘书和证券事务代表列席了会议。会议的召集、召开符合《公司法》 和《公司章程》的有关规定,会议由监事会主席沈姣女士主持,与会监事经过认 真审议,通过了以下议案: 一、 2025 年第一季度报告 ...