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阅峰 | 光大研究热门研报阅读榜 20260104-20260110
光大证券研究· 2026-01-11 00:02
Group 1 - The core viewpoint of the article emphasizes the investment potential of various companies in the context of industry trends and technological advancements, particularly in sectors like automotive, PCB, and energy [3][9][20]. Group 2 - Double Lin Co., Ltd. (300100.SZ) is positioned to benefit from the integration of screw grinding equipment and processes, with a projected net profit of 534 million, 647 million, and 811 million yuan for 2025, 2026, and 2027 respectively [4]. - The PCB industry is experiencing a capital expenditure wave driven by strong AI computing demand, with domestic PCB equipment manufacturers expected to see sustained order growth [9]. - China National Offshore Oil Corporation (600938.SH/0883.HK) is expected to achieve net profits of 135.4 billion, 139.8 billion, and 144.3 billion yuan from 2025 to 2027, benefiting from effective cost control and production growth [20]. - The strategic partnership between Mao Ge Ping (1318.HK) and the global investment firm Ru Wei Kai is aimed at enhancing global market expansion and operational efficiency [23]. - The merger between China Petroleum and Chemical Corporation and China Aviation Oil Group is anticipated to enhance the competitiveness of the refined oil business through an integrated supply chain [27].
宏润建设集团股份有限公司关于股东减持股份计划的预披露公告
登录新浪财经APP 搜索【信披】查看更多考评等级 公司股东周美珍女士保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 宏润建设集团股份有限公司(以下简称"公司")近日收到公司股东周美珍女士出具的《股份减持计划告 知函》,现将有关减持计划情况公告如下: 一、股东的基本情况 ■ 二、本次减持计划的主要内容 1、减持原因:个人资金需求。 2、减持股份来源:因离婚财产分割、通过非交易过户取得的股份。详见公司于2024年10月10日在巨潮 资讯网披露的《关于股东权益变动进展暨股份完成过户登记的公告》(公告编号:2024-050)。 3、减持期间:自本减持计划公告之日起十五个交易日之后的三个月内进行,即2026年1月30日至2026年 4月29日(根据法律法规禁止减持的期间除外)。 4、拟减持的数量及比例:计划减持数量不超过1,501,025股,占剔除公司回购专用账户股份后总股本的 0.12%。 若在减持计划实施期间公司有送股、资本公积金转增股本等股份变动事项,应对上述数量进行相应调 整。 5、减持方式:集中竞价交易方式 ...
宏润建设:关于股东减持股份计划的预披露公告
Zheng Quan Ri Bao· 2026-01-08 14:14
Group 1 - The core point of the article is that Hongrun Construction announced a plan for a major shareholder, Zhou Meizhen, to reduce her holdings through a centralized bidding process [2] - The reduction is set to occur between January 30, 2026, and April 29, 2026, with a maximum of 1,501,025 shares to be sold [2] - This reduction represents 0.12% of the total share capital after excluding the repurchase account, and the shares are derived from a divorce property settlement [2]
1月8日增减持汇总:东诚药业等2股增持 中微公司等11股减持(表)
Xin Lang Cai Jing· 2026-01-08 13:45
Group 1 - Dongcheng Pharmaceutical announced a commitment to a stock repurchase loan of up to 170 million yuan [2][4] - Xin Kaiyuan plans to repurchase shares worth between 40 million to 50 million yuan for cancellation [2][4] Group 2 - Zhongwei Company’s major shareholder, Xunxin Investment and Chairman Yin Zhiyao, intends to reduce their holdings by up to 2.05% [5] - *ST Jianyi's shareholder Sun Yun plans to reduce holdings by up to 1.23% [5] - Hongrun Construction's shareholder Zhou Meizhen plans to reduce holdings by up to 0.12% [5] - ST Yigou's shareholder Hangzhou Haoyue reduced holdings by 20.22 million shares from January 5 to 8 [5] - Huafeng Measurement and Control's financial director plans to reduce holdings by up to 0.0021% [5] - Zhukebo Design's shareholder intends to reduce company shares [5] - Taifengquan's shareholders Hongtai Investment and Yitai Investment plan to reduce holdings by up to 0.54% [5] - Lai Yifen's controlling shareholder Aiwuqi Management plans to reduce holdings by up to 3% [5] - Jialitu's shareholder Anle Group plans to reduce holdings by up to 3% [5] - Hu Silicon Industry's largest shareholder, the National Integrated Circuit Industry Investment Fund, reduced holdings by 0.2% from January 7 to 8 [5] - Yuguang Jinchang's shareholder Investment Group plans to reduce holdings by up to 1.71% [5]
宏润建设(002062.SZ)股东周美珍拟减持不超0.12%股份
智通财经网· 2026-01-08 12:51
Core Viewpoint - Hongrun Construction (002062.SZ) announced that shareholder Ms. Zhou Meizhen plans to reduce her holdings by no more than 1.501 million shares, representing 0.12% of the total share capital after excluding shares in the company's repurchase account [1] Summary by Category - **Shareholder Action** - Ms. Zhou Meizhen intends to reduce her shareholding due to the division of property from a divorce, with the shares being obtained through non-trading transfer [1]
宏润建设股东周美珍拟减持不超0.12%股份
Zhi Tong Cai Jing· 2026-01-08 12:49
Group 1 - The company Hongrun Construction (002062.SZ) announced that shareholder Ms. Zhou Meizhen plans to reduce her holdings by no more than 1.501 million shares, which represents 0.12% of the total share capital after excluding shares in the repurchase special account [1] - The shares to be reduced are sourced from a non-trading transfer obtained due to divorce property division [1]
宏润建设:股东拟减持公司不超0.12%股份 股份来源为因离婚财产分割、通过非交易过户取得的股份
人民财讯1月8日电,宏润建设(002062)1月8日公告,公司股东周美珍拟通过集中竞价方式减持公司股 份不超过150.1万股(占剔除公司回购专用账户股份后总股本的0.12%)。减持股份来源为因离婚财产分 割、通过非交易过户取得的股份。 ...
宏润建设(002062) - 关于股东减持股份计划的预披露公告
2026-01-08 12:00
本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码:002062 证券简称:宏润建设 公告编号:2026-001 宏润建设集团股份有限公司 关于股东减持股份计划的预披露公告 公司股东周美珍女士保证向本公司提供的信息内容真实、准确、完整,没 有虚假记载、误导性陈述或重大遗漏。 宏润建设集团股份有限公司(以下简称"公司")近日收到公司股东周美珍女 士出具的《股份减持计划告知函》,现将有关减持计划情况公告如下: 一、股东的基本情况 截至本公告日,股东持有公司股份情况如下: | 股东名称 | 持有股份总数量(股) | 占公司总股本比例 | | --- | --- | --- | | 周美珍 | 6,004,100 | 0.49% | 二、本次减持计划的主要内容 1、减持原因:个人资金需求。 2、减持股份来源:因离婚财产分割、通过非交易过户取得的股份。详见公 司于 2024 年 10 月 10 日在巨潮资讯网披露的《关于股东权益变动进展暨股份完 成过户登记的公告》(公告编号:2024-050)。 3、减持期间:自本减持计划公告之日起十五个交易日之后的三个月内进行, 即 2026 年 1 月 3 ...
宏润建设:股东周美珍拟减持不超150.10万股公司股份
Xin Lang Cai Jing· 2026-01-08 11:59
宏润建设公告称,股东周美珍因个人资金需求,计划自减持计划公告之日起十五个交易日之后的三个月 内,以集中竞价交易方式减持不超150.10万股,占剔除公司回购专用账户股份后总股本的0.12%。截至 公告日,周美珍持有公司600.41万股,占总股本0.49%。减持股份源于离婚财产分割非交易过户取得。 本次减持不会导致公司控制权变更。 ...
宏润建设(002062) - 宏润建设投资者关系管理信息20260108
2026-01-08 07:20
Group 1: Financial Performance - In the first three quarters of 2025, the company's total revenue was 42.62 billion CNY, with the renewable energy sector accounting for approximately 20% of this revenue [2] - The net cash flow from operating activities increased year-on-year due to receiving electricity subsidies from previous years [2] Group 2: Renewable Energy Business - The company is involved in various fields of renewable energy, including the manufacturing of photovoltaic components, general contracting for construction, and the operation of solar photovoltaic power plants [2] - A 170MW photovoltaic power station project in Yangliu Town, Xuancheng City, was completed and connected to the grid in December 2025 [2] Group 3: Robotics Business Development - The company has invested in quadruped robot company Jingzhi Technology and humanoid robot company Matrix Super Intelligence, and established a joint venture, Ningbo Xingji Power, for robotics [3] - The company aims to enhance its solution capabilities by focusing on application scenarios and end-user needs, accelerating product commercialization [3] - The revenue target for the robotics business in 2026 is to achieve bulk orders and operational income while maintaining the main business revenue [3] Group 4: Company Structure and Services - Xizang Hongrun Intelligent Equipment Co., Ltd. was established in August 2025, holding a 66.67% stake, focusing on manufacturing and servicing tunnel construction machinery [3]