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陆家嘴财经早餐2025年8月11日星期一
Wind万得· 2025-08-10 22:34
1 、 工业富联发布的 2025 年半年报显示,受益于 AI 相关业务强势增长,上半年实现营收 3607.6 亿元,同比增长 35.6% ,归母净利 润 121.1 亿元,同比增长 38.6% ,均创同期历史新高。 其中,第二季度单季营收首次超过 2000 亿元达 2003.4 亿元,同比增长 35.9% ;净利润为 68.8 亿元,同比增长 51.1% ,也均创下同期历史新高。 2 、据中国证券报,上周, A 股三大指数周线集体飘红。上证指数在上周五盘中续创今年以来新高,全周上涨逾 2% ;深证成指、创业 板指周涨幅分别为 1.25% 、 0.49% 。 在业内机构看来,在流动性驱动下,大盘上行趋势稳固。 同时,随着政策组合拳持续发力,供 需格局将持续优化,全 A 盈利与 ROE 有望企稳改善;当前市场风格正从传统周期性板块逐步转向科技板块,优质科技资产在三季度或 有显著超额收益。 2 、 温州、大连、徐州上半年 GDP 增速均超过 6% , GDP 总量分别为 4831.9 、 4647 和 4509.3 亿元, 其中温州、大连的总量还 超过了去年新晋的"万亿城市"唐山。如果按照当前增速,这三座城市年底均 ...
浙江和达科技股份有限公司股东减持股份计划公告
证券代码:688296 证券简称:和达科技 公告编号:2025-041 浙江和达科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律责任。 重要内容提示: ● 股东持股的基本情况 截至本公告发布日,公司股东上海建元股权投资基金管理合伙企业(有限合伙)-上海建元股权投资基 金合伙企业(有限合伙)(以下简称"上海建元")合计持有公司1,181,962股,占公司总股本1.0954%。 ● 减持计划的主要内容 因股东自身资金需求,股东上海建元计划自公告披露之日起3个交易日后的3个月内(即2025年8月15日- -2025年11月14日)通过集中竞价和/或大宗交易方式合计减持股份不超过1,181,962股,减持比例不超过 公司总股本的1.0954%。 一、减持主体的基本情况 ■ 上述减持主体无一致行动人。 股东上海建元过去12个月内减持股份情况 ■ 预披露期间,若公司股票发生停牌情形的,实际开始减持的时间根据停牌时间相应顺延 (一)相关股东是否有其他安排 □是 √否 (二)股东此前对持股比例、持 ...
增减持公告汇总丨这家公司股东拟合计减持不超3.94%股份
Di Yi Cai Jing· 2025-08-10 15:05
Group 1 - The controlling shareholder of Lu Wei Optoelectronics, Du Wubing, and others have committed not to reduce their holdings within six months [1] - Some shareholders of Liyang Chip plan to collectively reduce their holdings by no more than 3.94% [1] - Chuzhou Junyuan intends to reduce its holdings in Longlide by no more than 1.9% [1] Group 2 - Brad intends to reduce his holdings in Yinbao Shanneng by no more than 1.54% [1] - Shanghai Jianyuan plans to reduce its holdings in Heda Technology by no more than 1.1% [1] - Shareholder GZPA of Huizhiwei intends to reduce its holdings by no more than 1% [1] Group 3 - Specific shareholder Cai Jing of Nanjing Julong plans to reduce its holdings by 0.87% [1] - Zhongcheng Co., Ltd. intends to reduce its holdings in Funeng Energy by no more than 0.37% [1] - Ruizhi Investment and others plan to collectively reduce their holdings in Xingrui Technology by no more than 497,000 shares [1] Group 4 - General Manager Tu Yunhua of Mengjie Co., Ltd. intends to reduce his holdings by no more than 801,100 shares [1] - Vice Chairman Xu Qiang of Yuanda Holdings plans to reduce his holdings by 800,000 shares [1] - Director Meng Lingjun of Henghua Technology intends to reduce his holdings by no more than 92,800 shares [1] Group 5 - Some senior executives of Silicon Treasure Technology plan to collectively reduce their holdings by no more than 77,300 shares [1]
8月10日增减持汇总:暂无增持 盟固利等12股减持(表)
Xin Lang Zheng Quan· 2025-08-10 14:28
| | | 8.10上市公司盘后减持情况 | | --- | --- | --- | | 1 | 孚能科技 | 股东深圳安曼累计减持公司1%股份 | | 2 | 佛丛龍源 | 股东拟减持不超过0.37%公司股份 | | 3 | 银宝山新 | 股东计划减持不超过763.8万股股份 | | র্ব | 梦洁股份 | 总经理涂云华拟减持不超过0.11%公司股份 | | 5 | 远大控股 | 副董事长、副总裁许强计划减持公司股份不超过0.1579% | | б | 南京紫隆 | 特定股东蔡静计划减持不超过0.87%公司股份 | | 7 | 龙利得 | 股东拟减持不超过1.90%股份 | | 8 | 利扬芯片 | 股东拟合计减持不超过3.94%公司股份 | | ਰੇ | 恒华科技 | 董事、高级管理人员孟令车计划减持不超过0.015%公司股份 | | 10 | 兴瑞科技 | 股东瑞智投资、和之瑞拟减持公司股份 | | 11 | 和达科技 | 股东上海建元计划减持不超过1.0954%公司股份 | | 12 | 慧智微 | 股东GZPA拟减持不超过1%公司股份 | 据统计,8月10日,暂无上市公司披露增持情况。包括孚能科技 ...
8月11日上市公司重要公告集锦:工业富联上半年归母净利润121.13亿元 同比增长38.61%
Zheng Quan Ri Bao· 2025-08-10 13:41
Group 1 - Liyang Chip's shareholders plan to reduce their holdings by a total of up to 3.94% of the company's shares [2] - New Tian Green Energy reported a 9.32% year-on-year increase in power generation for July, totaling 84.42 million megawatt-hours [3] - Springlight Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical products annually [5] Group 2 - Industrial Fulian reported a net profit of 12.113 billion yuan for the first half of the year, a year-on-year increase of 38.61% [8] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of the year, up 45.45% year-on-year [11] - Changqing Co. reported a net profit of 42.278 million yuan for the first half of the year, a significant increase of 117.75% [9] Group 3 - Seiyun Circuit plans to invest 125 million yuan to acquire a 3.82% stake in Shenzhen New Sound Semiconductor [6] - Crystal New Materials reported a net profit of 37.6744 million yuan for the first half of the year, a decrease of 7.3% year-on-year [7] - Kaipu Testing reported a net profit of 40.7898 million yuan for the first half of the year, a year-on-year increase of 3.73% [10]
晚间公告丨8月10日这些公告有看头
Di Yi Cai Jing· 2025-08-10 11:15
Corporate Changes - Jiachuan Vision's actual controller is set to change to Mao Guangfu and Li Li couple, with stock resuming trading on August 11 [3] - *ST Sailong announced that due to a change in control, the chairman and several executives have resigned [5] Nuclear Power Development - China Nuclear Power announced that the first concrete for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant Unit 1 was poured on August 10, 2025, with a capacity of 1.215 million kilowatts [4] Renewable Energy Expansion - Yunnan Energy Investment reported that the first batch of wind turbines for the Yongning Wind Farm expansion project has been connected to the grid, increasing total installed capacity to 1.85435 million kilowatts [6] New Projects - Chunguang Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical appliances annually [7] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug, Ziying Granules, for treating pelvic inflammatory disease [8] Financial Performance - Changqing Co. reported a net profit of 42.28 million yuan for the first half of 2025, a year-on-year increase of 117.75% [10] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of 2025, up 45.45% year-on-year [12] - Industrial Fulian reported a net profit of approximately 12.113 billion yuan, a 38.61% increase year-on-year [13] - Kaipu Testing's net profit increased by 3.73% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [14] - Jinghua New Materials reported a net profit of 37.67 million yuan, a decrease of 7.3% year-on-year [15] - Baiwei Storage reported a net loss of 226 million yuan in the first half of 2025, compared to a profit of 283 million yuan in the same period last year [16] - Xintian Green Energy's power generation in July increased by 9.32% year-on-year [17] Shareholding Changes - Lu Wei Optoelectronics' actual controller and major shareholders committed not to reduce their holdings within six months [19] - Liyang Chip's shareholders plan to collectively reduce their holdings by up to 3.94% [20] - Longlide's shareholder plans to reduce holdings by up to 1.9% [21] - Yinbao Shanneng's shareholder plans to reduce holdings by up to 1.54% [22] - Heda Technology's shareholder plans to reduce holdings by up to 1.1% [23] - Huizhiwei's shareholder plans to reduce holdings by up to 1% [24] - Nanjing Julong's specific shareholder plans to reduce holdings by 0.87% [25] - Furan Energy's shareholder plans to reduce holdings by up to 0.37% [26] - Xingrui Technology's shareholders plan to reduce holdings by up to 497,000 shares [27] - Mengjie Co.'s general manager plans to reduce holdings by up to 80,110 shares [28] - Yuanda Holdings' vice chairman plans to reduce holdings by 80,000 shares [29] - Henghua Technology's director plans to reduce holdings by up to 92,800 shares [30] - Silicon Treasure Technology's executives plan to reduce holdings by up to 77,300 shares [31]
和达科技:股东上海建元计划减持不超1.1%股份
Bei Ke Cai Jing· 2025-08-10 09:01
新京报贝壳财经讯 8月10日,和达科技发布公告称,公司股东上海建元股权投资基金管理合伙企业(有 限合伙)-上海建元股权投资基金合伙企业(有限合伙)(简称"上海建元")因自身资金需求,计划自 公告披露之日起3个交易日后的3个月内,通过集中竞价和/或大宗交易方式减持股份不超过118.2万股, 减持比例不超过公司总股本的1.1%。截至公告发布日,上海建元合计持有公司118.2万股,占公司总股 本的1.1%。 编辑 杨娟娟 ...
和达科技:上海建元拟减持公司不超1.1%股份
人民财讯8月10日电,和达科技(688296)8月10日晚间公告,公司持股1.1%的股东上海建元股权投资基金 管理合伙企业(有限合伙)-上海建元股权投资基金合伙企业(有限合伙)(简称"上海建元")拟通过 集中竞价或大宗交易方式,合计减持公司股份不超过118.2万股,减持比例不超过公司总股本的1.1%。 转自:证券时报 ...
和达科技: 和达科技股东减持股份计划公告
Zheng Quan Zhi Xing· 2025-08-10 08:15
| 证券代码:688296 证券简称:和达科技 | 公告编号:2025-041 | | | | | --- | --- | --- | --- | --- | | 浙江和达科技股份有限公司 | | | | | | 股东减持股份计划公告 | | | | | | 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 | | | | | | 责任。 | | | | | | 重要内容提示: | | | | | | ? 股东持股的基本情况 | | | | | | 截至本公告发布日,公司股东上海建元股权投资基金管理合伙企业(有限合 | | | | | | 伙)-上海建元股权投资基金合伙企业(有限合伙) | | | | | | (以下简称"上海建元")合计 | | | | | | 持有公司 1,181,962 股,占公司总股本 1.0954%。 | | | | | | ? 减持计划的主要内容 | | | | | | 因股东自身资金需求,股东上海建元计划自公告披露之日起 | 个交易日后的 | | | 3 | | 易方 ...
和达科技:股东上海建元拟减持不超1.10%公司股份
Xin Lang Cai Jing· 2025-08-10 08:11
和达科技8月10日公告,公司股东上海建元股权投资基金管理合伙企业(有限合伙)-上海建元股权投资 基金合伙企业(有限合伙)计划自2025年8月15日起3个月内,通过集中竞价和大宗交易方式减持公司股 份不超过118.2万股,即不超过公司总股本的1.10%。减持原因为资金需求。本次减持不设价格区间。 ...