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社保基金持有49只科创板股:新进19股 增持11股
Zheng Quan Shi Bao Wang· 2025-10-30 02:12
Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of the third quarter, appearing in the top ten shareholders of 49 stocks on the Sci-Tech Innovation Board, with a total holding of 203 million shares valued at 13.02 billion yuan [1][2]. Holdings Overview - The Social Security Fund initiated positions in 19 new stocks and increased holdings in 11 stocks, while reducing holdings in 11 stocks, with 8 stocks remaining unchanged [1]. - Among the newly added stocks, Pumen Technology, Hangya Technology, and Sanyou Medical had the largest shareholdings [1]. - The stocks with the highest proportion of holdings by the Social Security Fund include Kaili New Materials at 5.80% and Haitai New Light at 4.20% [2]. Stock Performance - The average performance of the Sci-Tech Innovation Board stocks held by the Social Security Fund has seen a decline of 2.05% since October [3]. - The best-performing stock is Western Superconducting, which has increased by 34.00%, while the worst performer is Jiahe Meikang, which has decreased by 20.25% [3]. Financial Performance - Among the stocks held by the Social Security Fund, 30 companies reported year-on-year net profit growth in the first three quarters, with Rongzhi Rixin showing the highest increase of 889.54% [2]. - Other notable companies with significant net profit growth include Sanyou Medical and Shenkong Co., with increases of 623.19% and 158.93%, respectively [2]. Industry Distribution - The holdings of the Social Security Fund are primarily concentrated in the electronics, pharmaceutical and biological, and machinery equipment sectors, with 15, 7, and 7 stocks in these categories, respectively [2].
机构风向标 | 普门科技(688389)2025年三季度已披露持仓机构仅7家
Sou Hu Cai Jing· 2025-10-29 02:25
Core Insights - Pumen Technology (688389.SH) reported its Q3 2025 results, revealing that as of October 28, 2025, seven institutional investors held a total of 51.5351 million A-shares, representing 12.03% of the company's total equity [1] - The institutional holding percentage increased by 1.62 percentage points compared to the previous quarter [1] Institutional Holdings - The institutional investors include Xiamen Hanyu Investment Consulting Partnership, National Social Security Fund 604 Portfolio, Xiamen Qiaochuan Investment Partnership, Ping An Bank's mixed securities investment fund, Xiamen Purong Investment Partnership, and others [1] - One new public fund was disclosed during this period, namely the Chuangjin Hexin Qifu Preferred Stock Initiation A [1] - A total of 128 public funds were not disclosed in this period, including several ETFs and mixed funds [1] Social Security Fund - One new social security fund disclosed its holdings in Pumen Technology, specifically the National Social Security Fund 604 Portfolio [1]
7只科创板股三季度获社保基金抱团持有
Zheng Quan Shi Bao Wang· 2025-10-29 02:11
Core Insights - The social security fund has disclosed its stock holdings for the third quarter, appearing in the top ten circulating shareholders of 29 stocks, with 13 new entries and 6 increases in holdings [1][2] Group 1: Stock Holdings Overview - The social security fund holds a total of 141 million shares in the listed stocks, with a market value of approximately 9.284 billion yuan [1] - The most significant new entries include Pumen Technology, Sanyou Medical, and Huazhu Gaoke, with notable holdings [1] - The stock with the highest number of social security fund holders is Kaili New Materials, with three funds listed among the top ten shareholders, holding a total of 7.5825 million shares, accounting for 5.80% of circulating shares [1][2] Group 2: Shareholding Proportions and Performance - Kaili New Materials has the highest shareholding ratio at 5.80%, followed by Haitai New Light at 4.20%, and other notable companies include Aohua Endoscopy and Nanwei Medical [2] - The fund holds over 10 million shares in two companies, with Transsion Holdings having the largest holding of 32.7184 million shares [2] - The top three stocks by market value held by the fund are Transsion Holdings (3.082 billion yuan), Anji Technology (775 million yuan), and Nanwei Medical (629 million yuan) [2] Group 3: Financial Performance - Among the stocks held by the social security fund, 19 companies reported year-on-year net profit growth in the first three quarters, with Sanyou Medical showing the highest increase of 623.19% [2] - Other companies with significant net profit growth include Shengong Co. and New Xiangwei, with increases of 158.93% and 138.88%, respectively [2] Group 4: Market Performance - The average decline of the stocks held by the social security fund since October is 3.93%, with Kaili New Materials being the best performer with a rise of 6.11% [3] - The largest decline was seen in Lexin Technology, which dropped by 19.81% [3]
普门科技(688389.SH)前三季度净利润1.63亿元,同比下降36.66%
Ge Long Hui A P P· 2025-10-28 09:43
Core Viewpoint - Pumen Technology (688389.SH) reported a decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 763 million yuan, representing a year-on-year decrease of 10.96% [1] - The net profit attributable to shareholders was 163 million yuan, down 36.66% year-on-year [1] - The basic earnings per share stood at 0.38 yuan [1]
普门科技前三季度净利润1.63亿元,同比下降36.66%
Ge Long Hui· 2025-10-28 09:39
Core Insights - The company reported a total operating revenue of 763 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 10.96% [1] - The net profit attributable to shareholders of the parent company was 163 million yuan, down 36.66% year-on-year [1] - The basic earnings per share were 0.38 yuan [1]
普门科技(688389) - 深圳普门科技股份有限公司关于召开2025年第三季度业绩说明会的公告
2025-10-28 09:37
证券代码:688389 证券简称:普门科技 公告编号:2025-075 深圳普门科技股份有限公司 关于召开2025年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: ● 会议召开时间:2025年11月10日(星期一)下午14:00-15:00 ● 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11月3日(星期一)至11月7日(星期五)16:00前登录 上证路演中心网站首页点击"提问预征集"栏目或通过深圳普门科技股份有限公 司(以下简称"公司")邮箱bod@lifotronic.com进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 公司已于2025年10月29日披露《公司2025年第三季度报告》,为便于广大投 资者更全面深入地了解公司2025年第三季度经营成果、财务状况,公司计划于 2025年11月 ...
普门科技(688389) - 深圳普门科技股份有限公司第三届监事会第十八次会议决议公告
2025-10-28 09:36
证券代码:688389 证券简称:普门科技 公告编号:2025-074 深圳普门科技股份有限公司(以下简称"公司")于2025年10月27日以现场 会议与通讯相结合方式召开了第三届监事会第十八次会议。会议通知已于2025 年10月22日以电话、邮件等方式送达全体监事。本次会议由监事会主席刘敏女士 召集并主持,会议应出席监事3人,实际出席监事3人,董事会秘书路曼女士列席 本次会议。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》 等相关规定。 二、监事会会议审议情况 经全体监事表决,形成决议如下: (一)审议通过《关于〈公司 2025 年第三季度报告〉的议案》 经审核,监事会认为:《公司2025年第三季度报告》的编制和审议程序符合 相关法律法规及《公司章程》等有关规定;《公司2025年第三季度报告》的内容 和格式符合中国证监会和上海证券交易所的有关规定,客观公允地反映了公司 2025年第三季度的财务状况和经营成果;报告编制过程中,未发现公司参与报告 编制和审议的人员有违反保密规定的行为。监事会全体成员保证《公司2025年第 三季度报告》所披露的内容真实、准确、完整,不存在虚假记载、误导性陈述或 重 ...
普门科技(688389) - 深圳普门科技股份有限公司第三届董事会第十九次会议决议公告
2025-10-28 09:35
证券代码:688389 证券简称:普门科技 公告编号:2025-073 深圳普门科技股份有限公司 第三届董事会第十九次会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 深圳普门科技股份有限公司(以下简称"公司")于 2025 年 10 月 27 日以 现场会议与通讯相结合方式召开了第三届董事会第十九次会议。本次会议通知 已于 2025 年 10 月 22 日以电话、邮件等形式送达公司全体董事。本次会议由董 事长刘先成先生召集并主持,会议应参加董事 9 人,实际参加董事 9 人。公司 监事、高级管理人员列席本次会议。本次会议的召集、召开程序符合有关法律 法规和《公司章程》的相关规定。 二、董事会会议审议情况 (二)审议通过《关于注销 2021 年股票期权激励计划首次授予部分股票期 1 / 2 权的议案》 截至 2025 年 10 月 10 日,鉴于 2021 年股票期权激励计划首次授予激励对 象中有 13 名激励对象已离职,以及公司 2021 年股票期权激励计划首次授予股 票期权第三个行权 ...
普门科技(688389) - 深圳普门科技股份有限公司关于注销2021年股票期权激励计划首次授予部分股票期权、2023年股票期权激励计划部分股票期权的公告
2025-10-28 09:34
证券代码:688389 证券简称:普门科技 公告编号:2025-072 深圳普门科技股份有限公司 关于注销 2021 年股票期权激励计划首次授予部分 股票期权、2023 年股票期权激励计划部分股票期权的 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、准确性和完整性依法承担法律责任。 深圳普门科技股份有限公司(以下简称"公司")于 2025 年 10 月 27 日召 开第三届董事会第十九次会议、第三届监事会第十八次会议,审议通过了《关于 注销 2021 年股票期权激励计划首次授予部分股票期权的议案》《关于注销 2023 年股票期权激励计划部分股票期权的议案》,根据《公司 2021 年股票期权激励 计划(草案)》《公司 2023 年股票期权激励计划(草案)》的相关规定,决定 对在公司 2021 年股票期权激励计划(以下简称"2021 年激励计划")首次授予 部分股票期权合计 4,198,000 份予以注销;决定对在公司 2023 年股票期权激励计 划(以下简称"2023 年激励计划")部分股票期权合计 1,937,998 份予以注销。 现将相关事项说明 ...
普门科技(688389) - 北京市中伦(深圳)律师事务所关于深圳普门科技股份有限公司注销2021年、2023年股票期权激励计划部分股票期权相关事项的法律意见书
2025-10-28 09:33
法律意见书 二〇二五年十月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦(深圳)律师事务所 关于深圳普门科技股份有限公司 注销 2021 年、2023 年股票期权激励计划 部分股票期权相关事项的 北京市中伦(深圳)律师事务所 关于深圳普门科技股份有限公司 注销 2021 年、2023 年股票期权激励计划 部分股票期权相关事项的 法律意见书 致:深圳普门科技股份有限公司 北京市中伦(深圳)律师事务所接受深圳普门科技股份有限公司(以下简称 "普门科技"或"公司")的委托,担任普门科技实施 2 ...