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长春高新成交额创2024年10月10日以来新高
数据宝统计,截至11:06,长春高新成交额24.77亿元,创2024年10月10日以来新高。最新股价上涨 10.00%,换手率5.01%。上一交易日该股全天成交额为23.57亿元。(数据宝) 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) ...
A500ETF嘉实(159351)红盘蓄势冲击4连涨,成分股长春高新10cm涨停!
Xin Lang Cai Jing· 2025-09-02 02:18
Group 1 - The A500ETF by Jiashi has a turnover rate of 1.78% and a transaction volume of 2.21 billion yuan, with an average daily transaction of 3.32 billion yuan over the past week as of September 1 [3] - The latest scale of A500ETF Jiashi reached 12.397 billion yuan, with a net value increase of 19.52% over the past six months [3] - The highest monthly return since inception was 11.71%, with the longest consecutive monthly increase being 4 months and a maximum increase of 22.93% [3] - Analysts from multiple brokerages are optimistic about the A-share market's medium to long-term trends, focusing on technology, consumption, and non-bank financial sectors [3] - The chief economist of GF Securities noted a "high growth narrative" in the market, indicating that industries with high growth potential are performing particularly well [3] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI A500 index include Kweichow Moutai, CATL, Ping An Insurance, and others, accounting for a total of 19.11% [4] - The individual weightings of the top stocks are as follows: Kweichow Moutai at 3.87%, CATL at 2.89%, and Ping An Insurance at 2.60% [6] - Investors without stock accounts can access the A500ETF Jiashi linked fund (022454) to invest in the top 500 A-share companies [6]
龙头药企继续飙,场内唯一药ETF(562050)劲涨2.69%续刷新高!长春高新两连板,百济神州暴拉15%创历史新高
Xin Lang Ji Jin· 2025-09-02 02:13
9月2日,A股制药板块延续强势,全市场唯一跟踪制药指数的药ETF(562050)冲高2.69%,场内价 格续刷上市以来新高! 药ETF(562050)覆盖50大龙头药企,重仓创新药,兼顾中药。早盘创新药龙头股继续领衔,长春高新 涨停两连板,百济神州飙升15%创历史新高。 把握龙头药企价值重估机遇,配置工具认准场内唯一药ETF(562050)及其联接基金(024986)。聚焦 A股50大龙头药企,重仓创新药(60%),兼顾高壁垒仿制药及中药,且完全不含医疗和CXO。 把握医疗器械、CXO牛市补涨机遇,配置工具认准A股最大医疗ETF(512170)及其联接基金 (012323)。聚焦"医疗器械(52%)+医疗服务(40%)",与AI医疗高相关,覆盖6只CXO龙头股。 注:行业权重数据来源于中证指数公司,截至 2025.8 . 31 。 风险提示:医疗 ETF 及其联接基金被动跟踪中证医疗指数,该指数基日为 2004.12.31 ,发布于 2014.10.31 。药 ETF 被动跟踪中证制药指数,该指数基日为 2011.12.30 ,发布日期为 2013.7.15 , 2020- 2024 年分年度历史收益分别为: ...
【私募调研记录】彤源投资调研长春高新、科锐国际
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1 - Prominent private equity firm Tongyuan Investment recently conducted research on two listed companies [1] - Changchun High-tech has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product designed by the large model that has entered 5000-liter scale production [1] Group 2 - Core International has seen structural changes in the recruitment market this year, with real demand being high and a greater emphasis on professional consulting [2] - The company's performance growth is driven by internal factors, including technological investment, multi-product layout, and deepening vertical fields [2] - The demand for part-time experts is expanding, covering short-term projects and ERP positions, with the He Wa platform's offer growth outpacing revenue due to conversion cycle differences [2] - The flexible employment business relies on a strategy of large clients and expanding long-tail clients, with continuous optimization of the client structure [2] - AI Agent is being applied in various scenarios such as recruitment, payroll calculation, and automation to enhance productivity, currently undergoing internal testing [2] - The launch of He Wa I2.0 has led to significant data growth, which is expected to drive platformization and ecosystem development in the recruitment industry [2]
【私募调研记录】理成资产调研长春高新、恺英网络
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1 - The core viewpoint is that two listed companies, Changchun High-tech and Kaiying Network, have recently been investigated by a well-known private equity firm, Licheng Asset, highlighting their advancements and financial performance [1][2]. Group 2 - Changchun High-tech has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product that has entered 5000-liter scale production [1]. - Kaiying Network reported a revenue of 2.578 billion yuan for the first half of 2025, a year-on-year increase of 0.89%, and a net profit attributable to shareholders of 950 million yuan, up 17.41% [2]. - The overseas revenue for Kaiying Network reached 202 million yuan, marking a substantial year-on-year growth of 59.57%, with multiple products topping overseas charts [2]. - Kaiying Network has launched an AI development platform named "SOON" and plans to introduce an AI toy brand "Warm Star Valley Dream Journey" in 2025 [2]. - The controlling shareholder of Kaiying Network has cumulatively increased their holdings by over 130 million yuan, and the Legend Box has attracted multiple enterprises, with payment amounts reaching 450 million yuan [2]. Group 3 - Licheng Asset is one of the earliest established private equity management companies in China, focusing on a growth stock investment philosophy with a complete and unique investment management knowledge system [3]. - The firm has a team of 50 employees, with nearly 30 being professional research and investment personnel, managing a peak scale of over 10 billion yuan, and specializing in secondary stock long strategies and PIPE strategies in the fields of pharmaceuticals, advanced manufacturing, and consumer goods [3]. - Licheng Asset has consistently ranked high in long-term performance and has received multiple private equity awards [3].
【私募调研记录】中欧瑞博调研长春高新、欧科亿等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Company Highlights - Changchun High New has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product designed by the model that has entered 5000-liter scale production [1] - Oko Yi achieved operating revenue of 603.48 million yuan in the first half of 2025, a year-on-year increase of 4.17%, but net profit decreased by 98.71% due to low capacity utilization, increased depreciation, rising material costs, and higher expense ratios [2] - Jingwang Electronics reported operating revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, with net profit of 650 million yuan, a slight decrease of 1.06% [3] - Lens Technology has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [4] - Ximai Food's revenue for the first half of the year was over 30 million yuan, a year-on-year increase of approximately 10%, with profitability starting in the second quarter [5] - Antu Bio experienced a decrease in testing volume due to price reductions in chemiluminescence products, but anticipates a record high in installed capacity in 2024 [6] Group 2: Industry Insights - The manufacturing recovery is driving demand for tools in the automotive, aerospace, and consumer electronics sectors, with significant potential for domestic replacements in high-end fields [2] - The industry is in a golden development phase, with substantial room for domestic substitution and significant overseas market potential [2] - The automotive electronics sector is experiencing rapid growth, with increased shipments of AI servers and 800G optical modules [3] - The biopharmaceutical sector is facing pressure from the implementation of centralized procurement and DRG policies, impacting sales and pricing strategies [5][6]
【私募调研记录】重阳投资调研长春高新、福昕软件
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1 - Renowned private equity firm Chongyang Investment recently conducted research on two listed companies [1][2] - Changchun High New Technology achieved breakthrough progress in designing highly alkaline single-domain antibodies using AI large models, successfully completing the development of a protein product that has entered 5000-liter scale production [1] - Foxit Software's AI assistant has integrated the DeepSeek large model, enhancing document processing capabilities for academic research, report writing, and daily office tasks [2] Group 2 - Foxit Software released the latest version of its overseas cloud product PDF Editor Cloud, which integrates AIGC technology to provide intelligent document services such as PDF summarization, content rewriting, and real-time Q&A [2] - Chongyang Investment, established in 2001 and restructured in 2009, focuses on sustainable asset management and aims to achieve long-term compound growth through effective risk control and research-driven investment strategies [3]
【私募调研记录】丹羿投资调研长春高新、中创智领等5只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Company Highlights - Changchun High New has made breakthrough progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product that has entered 5000-liter scale production [1] - Zhongchuang Zhiling's subsidiary Zhengmeiji Shuyun Intelligent Technology has invested heavily in building a robotic welding laboratory, promoting the transition of welding technology from manual to intelligent [2] - BoRui Pharmaceutical has submitted IND applications for BGM0504 and BGM1812 for weight loss indications in both the US and China, with BGM0504 entering Phase I clinical trials approved by the FDA [3] - Xingqi Eye Medicine's SQ-22031 eye drops, an innovative drug for treating neurotrophic keratitis and dry eye syndrome, have completed Phase I clinical trials [4] - Sunshine Nuohe reported a revenue of 7.3371 million yuan from equity-sharing projects, a year-on-year increase of 119.73%, with clinical business revenue reaching 279 million yuan, a 29% increase year-on-year [5] Group 2: Investment Management Overview - Shanghai Danyi Investment Management Partnership, established in April 2015, has a paid-in capital of 10 million yuan and is registered with the Asset Management Association of China [5] - The core executives of the company have over ten years of investment research experience, having previously worked as investment managers or chief researchers at prominent institutions [5]
长春高新技术产业(集团)股份有限公司关于回购股份进展情况的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000661 证券简称:长春高新 公告编号:2025-115 长春高新技术产业(集团)股份有限公司关于回购股份进展情况的公告 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。 长春高新技术产业(集团)股份有限公司(以下简称"公司")于2024年11月14日召开了第十一届董事会 第六次会议,审议通过了《关于公司回购股份方案的议案》,同意公司使用自有资金及金融机构股票回 购专项贷款资金以集中竞价交易方式回购部分公司已在境内发行的人民币普通股(A股)股票,全部用 于后续实施公司及子公司核心团队股权激励或员工持股计划。拟用于回购资金总额不低于人民币3亿元 (含)、不超过人民币5亿元(含),回购价格不超过人民币160.00元/股。具体回购股份数量以回购期 限届满时实际回购的股份数量为准。 公司回购股份的时间、数量、价格及集中竞价交易的委托时段符合《深圳证券交易所上市公司自律监管 指引第9号一一回购股份》第十七条和第十八条的相关规定。具体说明如下: 1、公司未在下列期间内回购股票: (1)自可能对本公司股票交易价格 ...
长春高新急了!释放重磅单品、BD、港股IPO三重利好
Sou Hu Cai Jing· 2025-09-01 15:08
Core Viewpoint - Changchun High-tech's stock surged to a six-month high despite disappointing half-year results, driven by optimistic management forecasts regarding innovative drug revenues and potential business development opportunities [1][2]. Group 1: Financial Performance - Changchun High-tech reported a revenue of 6.603 billion yuan, a slight decrease of 0.54% year-on-year, and a net profit of 983 million yuan, down 42.85% year-on-year [1]. - Its subsidiary, Jinsai Pharmaceutical, achieved a revenue of 5.469 billion yuan, an increase of 6.17% year-on-year, but net profit dropped significantly by 37.35% [2]. Group 2: Product Development and Market Position - The company anticipates that revenues from innovative drugs and overseas licensing will exceed 1 billion yuan this year and 1.5 billion yuan next year, with other revenues surpassing traditional growth hormone business by 2027 [1]. - The recently approved drug, Fuxin Qibai monoclonal antibody, is expected to generate peak sales of 5 billion yuan, with a current market price of 8,988 yuan per unit [1][6]. - Jinsai Pharmaceutical is facing increased competition in the long-acting growth hormone market, particularly from Teva Pharmaceutical's newly launched product priced at 1,798 yuan per unit [4][5]. Group 3: Future Outlook and Strategic Plans - The company plans to initiate a Hong Kong IPO in 2026 and aims to add 10-15 new INDs annually from 2025 to 2030, targeting overseas licensing revenues of 5-8 billion yuan by 2030 [1][9]. - Jinsai Pharmaceutical is also preparing for the market entry of three new products, including the promising Fuxin Qibai monoclonal antibody, which is expected to generate 1 billion yuan in sales this year and 6-10 billion yuan next year [6][7].