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90后游资大佬征婚“牵”出这只大牛股
Sou Hu Cai Jing· 2025-12-08 12:48
Core Viewpoint - The recent marriage proposal by Liu Xin, a prominent figure in the investment community, has garnered significant online attention, leading to increased interest in his financial background and holdings in multiple listed companies [1][3]. Group 1: Liu Xin's Financial Background - Liu Xin is identified as a major shareholder in over 10 listed companies, with his name appearing in the top ten shareholders of six A-share companies, holding a total of approximately 11.92 billion CNY in stock value [4][5]. - The companies where Liu Xin is a top shareholder include Dajin Heavy Industry, Zhongdian Electric, Dayuan Pump Industry, Jimin Health, Jiangshun Technology, and Longxing Technology, with notable holdings in Dajin Heavy Industry and Jiangshun Technology [4][5]. Group 2: Stock Performance and Market Reactions - Liu Xin's mention of Guosheng Technology in his proposal has led to a significant stock price increase, with the stock rising by 38.41% from the time of his announcement to December 8 [8]. - Guosheng Technology's stock has experienced a dramatic rise, including multiple trading halts, raising questions about the timing of Liu Xin's public disclosure and potential market manipulation [8][10]. Group 3: Acquisition and Regulatory Scrutiny - Guosheng Technology announced a plan to acquire 100% of Fuyue Technology for 240.6 million CNY, which has raised concerns due to the high premium associated with the acquisition [9][10]. - Fuyue Technology, a newly established company, reported minimal revenue and a net loss, leading to regulatory inquiries regarding the fairness and implications of the acquisition [9][10].
中电电机:12月8日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-08 11:34
截至发稿,中电电机市值为60亿元。 每经头条(nbdtoutiao)——处方药变"瘾品":国内首次报告普瑞巴林滥用致成瘾病例,网络平台暴 露"无病历可购药"漏洞,列管与否尚需科学考量 (记者 王晓波) 每经AI快讯,中电电机(SH 603988,收盘价:25.69元)12月8日晚间发布公告称,公司第六届第六次 董事会会议于2025年12月8日以书面传签的方式召开。会议审议了《关于修订公司部分治理制度的议 案》等文件。 2024年1至12月份,中电电机的营业收入构成为:机械占比100.0%。 ...
中电电机(603988) - 中电电机关于取消监事会并修订《公司章程》及其附件的公告
2025-12-08 11:31
证券代码:603988 证券简称:中电电机 公告编号:临 2025-045 中电电机股份有限公司 关于取消监事会并修订《公司章程》及附件的公告 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个别及连带责任。 中电电机股份有限公司(以下简称"公司")于2025年12月8日召开的第六 届董事会第六次会议审议通过了《关于取消监事会并修订〈公司章程〉及其附件 的议案》。本议案还须提交公司2025年第二次临时股东大会审议。 一、关于取消监事会并修订公司章程及附件的具体情况 为贯彻落实自2024年7月1日起实施的《中华人民共和国公司法》,进一步提 高公司规范化运作水平,完善公司治理,根据《上市公司章程指引(2025年3月 修订)》《上市公司股东会规则(2025年3月修订)》等相关法律、法规和规范 性文件的最新规定,公司结合自身实际情况,拟取消监事会,监事会的职权由董 事会审计委员会行使,并对《公司章程》及其附件《股东会议事规则》(原《股 东大会议事规则》)、《董事会议事规则》的相关条款作相应修订,公司《监事 会议事规则》相应废止,各项规章制度中涉及 ...
中电电机(603988) - 中电电机关于召开2025年第二次临时股东大会的通知
2025-12-08 11:30
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、 召开会议的基本情况 (一)股东大会类型和届次 2025年第二次临时股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间:2025 年 12 月 25 日 14 点 30 分 证券代码:603988 证券简称:中电电机 公告编号:2025-046 中电电机股份有限公司 关于召开2025年第二次临时股东大会的通知 召开地点:(北京市朝阳区华贸写字楼 2 座 13 层) (五)网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 12 月 25 日 至2025 年 12 月 25 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为 股东大会召开当日的交易时间段,即 9:15-9:25,9:30-11:30,13:00-15:00; 通过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 股东大会召开日期:2025年12月25日 本次股东大会采用的网络投 ...
中电电机(603988) - 中电电机第六届监事会第六次会议决议公告
2025-12-08 11:30
中电电机股份有限公司(以下简称"公司")第六届监事会第五次会议于 2025 年 12 月 8 日书面传签的方式召开,本次会议通知于 2025 年 12 月 3 日以电子通讯方 式通知全体监事。会议由监事会主席周红军先生召集并主持,会议应出席监事 3 人, 实际出席监事 3 人。本次会议的召开程序符合《中华人民共和国公司法》和《公司 章程》的规定,会议合法有效。 二、监事会会议审议情况 1、审议并通过《关于取消监事会并修订<公司章程>及其附件的议案》 表决结果:同意:3 票;反对:0 票;弃权:0 票。 本议案尚需提交公司股东大会审议。 证券代码:603988 证券简称:中电电机 公告编号:临 2025-044 中电电机股份有限公司 第六届监事会第六次会议决议公告 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个别及连带责任。 一、监事会会议召开情况 中电电机股份有限公司监事会 2025 年 12 月 9 日 1 具体内容详见上海证券交易所网站(www.sse.com.cn)《中电电机关于取消监事 会并修订<公司章程>的公告》。 特此公告 ...
中电电机(603988) - 中电电机第六届董事会第六次会议决议公告
2025-12-08 11:30
证券代码:603988 证券简称:中电电机 公告编号:临 2025-043 中电电机股份有限公司 第六届董事会第六次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 本议案尚需提交公司股东大会审议。 2、审议并通过《关于修订公司部分治理制度的议案》 表决结果:同意:9 票;反对:0 票;弃权:0 票。 本议案中《独立董事制度》修订尚需提交公司股东大会审议。 3、审议并通过《关于提请召开 2025 年第二次临时股东大会的议案》 表决结果:同意:9 票;反对:0 票;弃权:0 票。 中电电机股份有限公司(以下简称"公司")第六届董事会第六次会议于 2025 年 12 月 8 日以书面传签的方式召开,本次会议通知于 2025 年 12 月 3 日以 电子通讯方式通知全体董事和监事。会议由董事长轩秀丽女士召集并主持,会议 应出席董事 9 人,实际出席董事 9 人。本次会议的召集和召开程序符合《中华人 民共和国公司法》和《公司章程》的规定,会议合法有效。 二、董事会会议审议情况 1、审议并通过《 ...
90后10亿游资大佬征婚炸圈!持仓10+上市公司,择偶只认“恋爱脑”?
Sou Hu Cai Jing· 2025-12-04 04:34
面对网友质疑其征婚是吸引散户接盘的套路,刘鑫称反向交易违法违规,可以通过持仓时长佐证自己的中长期投资理念。 来源:市场资讯 (来源:明见局) 作者|张典 金融圈年末大瓜太硬核!90后游资大佬刘鑫(网名鑫多多)在个人公众号"亿万鑫"发布征婚启事,直接把财富实力和择偶标准摊在了明面上! 刘鑫目前是超10家上市公司十大股东、财报披露持仓超12亿元,烟台杭州有房有车,幻影、库里南等豪车在手,要求另一半是"恋爱脑"因为自己也是...... 这波操作让他微信每天被几百人挤爆,而其背后实打实的投资战绩和独特操盘逻辑更让全网疯狂深扒。 根据红星资本局此前报道,作为新生代游资的标杆人物,截至2024年三季度末刘鑫已跻身6家公司前十大流通股东,合计市值达11.5亿元,核心标的包括 大金重工、中电电机、大元泵业、江顺科技、济民健康以及龙星科技。 其中大金重工是他的重仓王牌,持股1226.51万股、占比1.92%,位列第三大股东、第一大自然人股东,对应市值超6亿元,且持有周期超3个月;江顺科技 则以2000多万元持仓坐稳第一大流通股东宝座,龙星科技更是持有超3年,斩获了19.06%回报率。 四季度他的操作更显凌厉,精准抄底国晟科技这 ...
电机板块12月1日涨1.58%,中电电机领涨,主力资金净流入2.44亿元
Market Overview - The electric motor sector increased by 1.58% compared to the previous trading day, with China Electric Motor leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Top Performers - China Electric Motor (603988) closed at 25.95, up 5.15% with a trading volume of 106,500 shares and a turnover of 279 million yuan [1] - Wolong Electric Drive (600580) closed at 43.06, up 3.63% with a trading volume of 1,009,400 shares and a turnover of 4.328 billion yuan [1] - Ananda (603350) closed at 38.19, up 2.88% with a trading volume of 16,400 shares and a turnover of 6.221 million yuan [1] Underperformers - Bafang Electric (603489) closed at 32.21, down 4.99% with a trading volume of 96,500 shares and a turnover of 314 million yuan [2] - Kangping Technology (300907) closed at 30.50, down 2.93% with a trading volume of 37,900 shares and a turnover of 117 million yuan [2] - Huari Technology (300626) closed at 14.61, down 2.08% with a trading volume of 167,000 shares and a turnover of 245 million yuan [2] Capital Flow - The electric motor sector saw a net inflow of 244 million yuan from institutional investors, while retail investors experienced a net outflow of 61.81 million yuan [2][3] - Wolong Electric Drive had a net inflow of 379 million yuan from institutional investors, but a net outflow of 140 million yuan from retail investors [3] - China Electric Motor had a net inflow of 10.76 million yuan from institutional investors, with retail investors showing a net outflow of 13.73 million yuan [3]
2025年1-9月中国交流电动机产量为26041.9万千瓦 累计增长1.1%
Chan Ye Xin Xi Wang· 2025-11-29 06:35
Core Insights - The report highlights the growth in China's AC motor production, with a total output of 31.49 million kilowatts in September 2025, reflecting a year-on-year increase of 0.5% [1] - Cumulative production from January to September 2025 reached 260.419 million kilowatts, showing a cumulative growth of 1.1% [1] Company Insights - Listed companies in the AC motor sector include Wolong Electric (600580), Jiadian Co., Ltd. (000922), China Electric Motor (603988), Shanghai Electric (601727), and Dongfang Electric (600875) [1] Industry Insights - The report titled "2026-2032 China AC Motor Industry Market Development Research and Investment Outlook" by Zhiyan Consulting provides a comprehensive analysis of the market trends and investment opportunities in the AC motor industry [1][2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing tailored consulting services [2]
中电电机跌2.07%,成交额1242.74万元,主力资金净流出69.14万元
Xin Lang Zheng Quan· 2025-11-21 01:43
Core Viewpoint - China Electric Motor experienced a decline in stock price, with a current trading price of 23.70 CNY per share and a market capitalization of 5.574 billion CNY, reflecting a year-to-date drop of 2.83% and a significant decline of 12.58% over the past 20 days [1] Financial Performance - For the period from January to September 2025, China Electric Motor reported a revenue of 478 million CNY, representing a year-on-year growth of 11.36%, while the net profit attributable to shareholders reached 39.22 million CNY, marking a substantial increase of 387.93% [2] - Cumulatively, since its A-share listing, the company has distributed a total of 544 million CNY in dividends, with 38.99 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 19,400, up by 39.57%, while the average circulating shares per person decreased by 28.35% to 12,143 shares [2] - Notable changes in institutional holdings include HSBC Jintrust Small Cap Stock becoming the fifth largest shareholder with an increase of 2.56 million shares, while Hong Kong Central Clearing Limited and Da Cheng New Industry Mixed A also entered the top ten shareholders list [3] Stock Market Activity - The stock has seen significant trading activity, with a net outflow of 691,400 CNY in principal funds recently, and a notable drop in stock price over various time frames, including a 9.20% decline over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on September 18 [1] Business Overview - China Electric Motor, established in April 2003 and listed in November 2014, specializes in the research, design, production, and sales of large and medium-sized AC and DC motors, with revenue composition from AC motors (52.75%), wind power motors (20.86%), DC motors (13.35%), and others (13.04%) [1] - The company operates within the electric equipment industry, specifically in the motor sector, and is associated with concepts such as generator concepts, fund heavy positions, photovoltaic glass, wind energy, and offshore wind power [1]