Workflow
Sunlord(002138)
icon
Search documents
顺络电子获融资买入1.12亿元,近三日累计买入2.96亿元
Jin Rong Jie· 2025-08-14 01:33
Group 1 - The core point of the article highlights the financing activities of Shunluo Electronics, indicating a net selling position in the recent trading days [1] - On August 13, Shunluo Electronics had a financing buy amount of 112 million yuan, ranking 331st in the two markets, with a financing repayment amount of 125 million yuan, resulting in a net sell of 13.62 million yuan [1] - Over the last three trading days (August 11-13), Shunluo Electronics recorded financing buys of 79 million yuan, 105 million yuan, and 112 million yuan respectively [1] Group 2 - On August 13, the company had a short selling activity with 29,700 shares sold short and a net short sell of 25,100 shares [1]
顺络电子:公司布局的子公司专注于新型高温燃料电池核心技术研发及产品的生产和销售,项目预研开展较为顺利
Mei Ri Jing Ji Xin Wen· 2025-08-13 09:48
每经AI快讯,有投资者在投资者互动平台提问:有关注到贵公司半年报新增数据中心收入,请问SOFC 项目进展如何,是否已贡献收入? 顺络电子(002138.SZ)8月13日在投资者互动平台表示,公司布局的高温燃料电池(SOFC)属于固体 氧化物燃料电池行业,能源类产业前景广阔,公司布局的子公司将专注于新型高温燃料电池核心技术研 发及产品的生产和销售,项目预研开展较为顺利。 (文章来源:每日经济新闻) ...
顺络电子:公司布局的高温燃料电池(SOFC)属于固体氧化物燃料电池行业,能源类产业前景广阔
Sou Hu Cai Jing· 2025-08-13 09:30
Core Viewpoint - The company expresses confidence in its future growth despite concerns about stock performance lagging behind market trends and the impact of low performance requirements in stock incentives [1] Company Performance - The company has maintained a compound annual growth rate (CAGR) of approximately 24% since its listing [1] - Management believes that stock-based compensation is more effective than cash compensation in motivating employees [1] Product Development - The company is focusing on the development and production of new high-temperature solid oxide fuel cells (SOFC), which are part of the solid oxide fuel cell industry with promising prospects [1] - The company’s ceramic products play a significant role in solid-state batteries, with potential applications in various energy sectors [1] Market Applications - Hydrogen fuel cells have broad applications in long-term energy storage, distributed off-grid power supply, and combined heat and power markets [1] - There are extensive application prospects for hydrogen fuel cells in data centers and mobile terminal devices such as robotics [1]
顺络电子(002138)8月13日主力资金净流入9053.32万元
Sou Hu Cai Jing· 2025-08-13 07:51
金融界消息 截至2025年8月13日收盘,顺络电子(002138)报收于30.57元,上涨4.66%,换手率 5.38%,成交量40.73万手,成交金额12.33亿元。 资金流向方面,今日主力资金净流入9053.32万元,占比成交额7.35%。其中,超大单净流入8399.58万 元、占成交额6.81%,大单净流入653.74万元、占成交额0.53%,中单净流出流出6901.18万元、占成交 额5.6%,小单净流出2152.14万元、占成交额1.75%。 顺络电子最新一期业绩显示,截至2025中报,公司营业总收入32.24亿元、同比增长19.80%,归属净利 润4.86亿元,同比增长32.03%,扣非净利润4.62亿元,同比增长32.87%,流动比率1.536、速动比率 1.206、资产负债率48.16%。 天眼查商业履历信息显示,深圳顺络电子股份有限公司,成立于2000年,位于深圳市,是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本80631.8354万人民币,实缴资本 80631.8354万人民币。公司法定代表人为袁金钰。 通过天眼查大数据分析,深圳顺络电子股份有限公司共对外投资了17 ...
500质量成长ETF(560500)冲击3连涨,近1周新增规模居同类第一!
Sou Hu Cai Jing· 2025-08-12 07:30
Group 1 - The core viewpoint of the news highlights the performance of the CSI 500 Quality Growth Index and its ETF, indicating a positive trend with significant increases in both index and ETF values [1][2] - The CSI 500 Quality Growth ETF has seen a recent scale growth of 8.67 million yuan and an increase of 2 million shares, ranking in the top third among comparable funds [1] - The valuation of the CSI 500 Quality Growth Index is at a historical low, with a latest price-to-book ratio (PB) of 1.97, which is lower than 82.68% of the time over the past five years, indicating strong value for investors [1] Group 2 - Huaxi Securities notes that the current market rally is supported by various sources of incremental capital, including institutional funds from insurance, pension funds, public and private equity, as well as retail investor participation [2] - The M1-M2 year-on-year growth rate has shown a narrowing negative scissors difference, reflecting an increase in the activation of funds and a marginal recovery in consumer and investment willingness among residents [2] - The CSI 500 Quality Growth Index is composed of 100 stocks selected from the CSI 500 Index, focusing on companies with high profitability, sustainable earnings, and strong cash flow, providing diverse investment options for investors [2][3]
险资养老金持仓新动向浮出水面 二季度新进逾四十家公司前十大流通股东名单
Xin Hua Wang· 2025-08-12 06:19
Group 1 - The insurance institutions and pension accounts have significantly increased their holdings in listed companies, with a total of 3.49 billion shares valued at 12.843 billion yuan as of August 17 [1] - Pension accounts appeared in the top ten shareholders of 33 stocks in the second quarter, with a total holding of 3.26 billion shares valued at 5.392 billion yuan [1] - The largest holding by pension accounts is in Focus Media, with approximately 150 million shares, while Shengtu Mining follows with 28.63 million shares [1] Group 2 - The pension accounts have a significant presence in the pharmaceutical and electronics sectors, with notable holdings in companies like Aiyingshi and Yuhua Tian [2] - The Basic Pension Insurance Fund 16041 combination increased its holdings in Jizhi Technology and Nuohua Zhiyuan by 2.4281 million shares and 1.2976 million shares, respectively [2] - The Basic Pension Insurance Fund 16022 combination also increased its stake in Blue Sky Technology by 4.8997 million shares [2] Group 3 - Approximately 20 companies held by pension accounts reported net profit growth, with Yongxing Materials showing a remarkable increase of 647.64% in net profit [3] - Sunlord Electronics, despite a decline in revenue and net profit, was newly held by the Basic Pension Insurance Fund 802 combination with a holding of 12.5318 million shares valued at 340 million yuan [3] - Lingrui Pharmaceutical saw a new holding of 13.6028 million shares from the Basic Pension Insurance Fund 15022 combination, with a market value of 170 million yuan [3] Group 4 - More than ten insurance institutions entered the top ten shareholders of several listed companies in the second quarter, focusing on manufacturing and energy sectors [4] - Taikang Life's products became top shareholders in companies like Lansi Heavy Industry and Jinqiao Huazhong [4] - Major companies like China Unicom and WuXi AppTec remain favored by institutional investors, with market values of 11.039 billion yuan and 5.510 billion yuan, respectively [4]
6G研发按下“加速键” 多家上市公司已提前布局
Xin Hua Wang· 2025-08-12 05:38
Group 1 - The Chinese government has officially included 6G technology in its future industry cultivation framework, indicating its strategic importance alongside other technologies like biomanufacturing and quantum technology [2] - By 2040, the number of 6G terminal connections is expected to increase by over 30 times compared to 2022, with monthly data traffic projected to grow by over 130 times, leading to a market potential of hundreds of billions of terminal connections and trillions of GB in monthly traffic [4][2] Group 2 - The Ministry of Industry and Information Technology has emphasized the acceleration of 6G research and development, aiming to enhance the quality of the information and communication industry and promote industrial internet innovation [2] - The 6G standardization process is set to begin in June 2025, with the first version of the technical specifications expected to be completed by March 2029 [3] - China has maintained a leading position in 6G patent applications, with 89.9% of these being invention applications, showcasing its strength in 6G innovation [3] Group 3 - Several companies are proactively engaging in 6G-related research and development, with ZTE successfully completing tests in areas such as communication perception integration and wireless artificial intelligence [5] - Companies like Sunlord Electronics and Shenglu Communication are also involved in foundational research for 6G technology, focusing on various communication components and network integration strategies [5] - Wanma Co. has indicated its commitment to closely follow the developments in 6G technology and its applications [6] Group 4 - Among the 6G concept stocks, 15 companies are projected to achieve profitability in 2024, with some experiencing significant year-on-year profit growth [6] - Yiyuan Communication is expected to report a net profit of approximately 540 million yuan in 2024, reflecting a year-on-year increase of about 495.33%, driven by the recovery in the IoT market [6] - Major companies like China Mobile are actively involved in 6G research and are focusing on standard formulation and related work to prepare for future developments [6]
顺络电子: 北京市万商天勤律师事务所关于深圳顺络电子股份有限公司实施员工持股计划的法律意见书
Zheng Quan Zhi Xing· 2025-08-11 16:16
(下称"《公司法》")、 《中华人民共和国证券法》(下称"《证券法》")、中国证券监督管理委员会(下 称"中国证监会")发布的《关于上市公司实施员工持股计划试点的指导意见》 (下称"《指导意见》")以及《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作(2025 年修订)》 (下称"《规范运作》")等法律、法 北京市万商天勤律师事务所 关于深圳顺络电子股份有限公司 实施员工持股计划的法律意见书 致:深圳顺络电子股份有限公司 北京市万商天勤律师事务所(下称"本所")接受深圳顺络电子股份有限公 司(下称"顺络电子")委托,根据《中华人民共和国公司法》 规和规范性文件的规定,就顺络电子拟实施的员工持股计划(下称"本次员工持 股计划")之相关事宜出具本法律意见书。 为出具本法律意见书,本所律师对顺络电子本次员工持股计划所涉及的有关 事项进行了审查,查阅了本所律师认为出具本法律意见书所必须查阅的文件。本 所律师得到顺络电子如下保证,即其已提供了本所律师为出具本法律意见书所必 需的材料,所提供的原始材料、副本及复印件等材料均符合真实、准确、完整的 要求,有关副本、复印件等材料与原始材料一致。 在出具 ...
顺络电子(002138) - 北京市万商天勤律师事务所关于深圳顺络电子股份有限公司实施员工持股计划的法律意见书
2025-08-11 09:15
北京市万商天勤律师事务所(下称"本所")接受深圳顺络电子股份有限公 司(下称"顺络电子")委托,根据《中华人民共和国公司法》(下称"《公司法》")、 《中华人民共和国证券法》(下称"《证券法》")、中国证券监督管理委员会(下 称"中国证监会")发布的《关于上市公司实施员工持股计划试点的指导意见》 (下称"《指导意见》")以及《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作(2025 年修订)》(下称"《规范运作》")等法律、法 规和规范性文件的规定,就顺络电子拟实施的员工持股计划(下称"本次员工持 股计划")之相关事宜出具本法律意见书。 为出具本法律意见书,本所律师对顺络电子本次员工持股计划所涉及的有关 事项进行了审查,查阅了本所律师认为出具本法律意见书所必须查阅的文件。本 所律师得到顺络电子如下保证,即其已提供了本所律师为出具本法律意见书所必 需的材料,所提供的原始材料、副本及复印件等材料均符合真实、准确、完整的 要求,有关副本、复印件等材料与原始材料一致。 北京市万商天勤律师事务所 关于深圳顺络电子股份有限公司 实施员工持股计划的法律意见书 致:深圳顺络电子股份有限公司 在出具本法 ...
【私募调研记录】善思投资调研顺络电子
Zheng Quan Zhi Xing· 2025-08-11 00:11
Group 1 - The core viewpoint of the news is that Shunluo Electronics is experiencing significant growth across multiple sectors, including servers, automotive electronics, and mobile communications, with a strong order backlog and positive market outlook [1] - In the server sector, Shunluo Electronics has a robust order volume and is witnessing rapid business growth [1] - The automotive electronics segment shows promising prospects, with ongoing investments in new product development [1] - In the mobile communications market, the company maintains its traditional advantages, expanding its product line and increasing the unit value year by year [1] - The development of new structures for tantalum capacitor products has received high customer recognition [1] - The impact of rising precious metal prices on the company's operations is limited, as it manages to maintain gross margins through supply chain management and innovation [1] - The company has clear future capital expenditure plans and does not consider direct financing from the capital market in the short term [1]