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【私募调研记录】同威投资调研远 望 谷
Zheng Quan Zhi Xing· 2025-08-11 00:11
前身为同威资产管理公司成立于1999年,是一家国际性的私募投资管理公司,主要从事金融资产投资管 理业务。注册资本2000万元。同威投资管理有限公司主要投资于中国大陆、香港证券市场、外汇市场等 资本市场,客户群遍布中国香港、日本、中国内地以及北美地区。同威投资以"价值投资,风险控制, 集中投资"为理念,2001-2016年实现净资产回报超过50倍。资产管理模式:证券资金集合信托、专户理 财等等。长期以来,同威投资坚持为股东和客户取得满意的投资回报,在业内赢得了良好的声誉,同威 投资已取得中国证券投资基金业协会颁发的私募投资基金管理人登记证书(P1004879)。xa0所获市场 荣誉:1、2007-2008年度"中国十佳私募基金管理机构"xa02、2008-2009年度"中国本土最佳PE投资 人"xa03、2009年国金证券第二届"中国最佳私募基金"年度最佳奖xa04、2014年"格上理财中国阳光私募 基金巅峰榜"深广地区第二名xa05、2016年,"排排网·最全私募榜"股票策略夏普组广深地区前十名6、 2017年,基金产品-同威3期获得私募排排网"一年期的五星基金评级"xa07、2017年,基金产品-同威海源 ...
远望谷股价小幅回落 机构调研聚焦RFID技术应用与宠物经济布局
Jin Rong Jie· 2025-08-08 17:31
Core Viewpoint - The company, Yuanwanggu, is currently facing financial challenges with a significant net loss, while exploring new business opportunities in the pet economy sector [1] Financial Performance - As of August 8, 2025, Yuanwanggu's stock price is 7.93 yuan, down 0.88% from the previous trading day [1] - The trading volume on that day reached 473 million yuan, with a turnover rate of 8.38%, indicating active market participation [1] - The company's total market capitalization is 5.866 billion yuan, with a dynamic price-to-earnings ratio of -60.54, reflecting ongoing losses [1] - In Q1 2025, the company reported revenue of 91.39 million yuan and a net loss of 24.23 million yuan [1] Business Operations - Yuanwanggu specializes in RFID technology research and application, with products spanning smart railways and smart cultural tourism [1] - The company plans to introduce smart pet devices in 2026, aiming for revenue in the tens of millions by 2025 from this new segment [1] Recent Developments - On August 7, 2025, the company hosted a research meeting with several institutions, including Guosen Securities, focusing on the application of RFID technology in electronic vehicle identification, including products for the Hong Kong-Zhuhai-Macao Bridge [1] - The company's actual controller, Xu Yusuo, reduced his shareholding by 2.8 million shares on August 6, bringing his ownership down to 14.93% [1]
远 望 谷(002161) - 002161远 望 谷投资者关系管理信息20250808
2025-08-08 08:54
Group 1: Company Overview and Technology Applications - The company specializes in RFID technology, particularly in vehicle electronic identification, with products like anti-tamper electronic tags used in toll systems [2][3] - RFID technology is integrated with AI in key business areas such as smart railways and retail, enhancing core competitiveness and expanding business boundaries [2][3] Group 2: Pet Economy Business - The company is developing AI-enabled smart pet hardware, including smart feeders and RFID tags, with plans to launch in international markets first due to supportive regulations [3] - The pet economy business is in the incubation stage, with low revenue impact currently, but aims for significant growth with targets of achieving tens of millions in revenue by 2025 and over a billion by 2026 [3][4] Group 3: Core Competitive Advantages - The company has over 600 patents and proprietary technologies, with a strong focus on RFID technology development and standard-setting [5][6] - It has received numerous accolades, including being recognized as a national high-tech enterprise and a leader in strategic emerging industries [6][7] - The company maintains a comprehensive product line with over 100 RFID-related products and a cloud platform for various industry applications [8][9] Group 4: Market Position and Brand Strength - The company holds over 50% market share in the railway sector and is a pioneer in the RFID book industry, maintaining a leading position [9][10] - It is recognized as a leading brand in the RFID industry, with multiple awards and a strong reputation in the market [10][11] Group 5: Smart Cultural Tourism Initiatives - The company is leveraging RFID/NFC technology combined with AR and blockchain to enhance the cultural tourism sector, impacting over 800 projects nationwide [11] - It aims to build a digital asset ecosystem for cultural tourism through the "Cultural Chain" platform, utilizing Web3 and RWA technologies [11] Group 6: Revenue Forecast and Business Segmentation - The company plans to disclose its 2025 mid-year revenue report, detailing the revenue distribution across its various business segments [12]
远 望 谷: 简式权益变动报告书(徐玉锁)
Zheng Quan Zhi Xing· 2025-08-07 14:14
深圳市远望谷信息技术股份有限公司 简式权益变动报告书 股票简称:远望谷 股票代码:002161 信息披露义务人:徐玉锁 住所:广东省深圳市南山区 通讯地址:深圳市南山区粤海街道高新南十道 63 号高新区联合总部大厦 27 楼 一致行动人:陈光珠 住所:广东省深圳市南山区 通讯地址:深圳市南山区粤海街道高新南十道 63 号高新区联合总部大厦 27 楼 股份权益变动性质:股份减少(触及 5%整数倍) 本部分所述词语或简称的含义详见本报告书"释义" 一、本报告书系信息披露义务人依据《中华人民共和国证券法》 上市公司:深圳市远望谷信息技术股份有限公司 上市地点:深圳证券交易所 《上市公司收购管理办法》的规定,本报告 书已全面披露信息披露义务人在远望谷中拥有权益的股份变动情况; 截至本报告书签署日,除本报告书披露的信息外,信息披露义务人没有通过任 何其他方式增加或减少其在远望谷中拥有权益的股份; 四、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏, 并对其真实性、准确性、完整性承担个别和连带的法律责任; 五、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务人 外,没有委托或者授权任何其他人 ...
远 望 谷: 关于实际控制人权益变动触及1%及5%整数倍的公告
Zheng Quan Zhi Xing· 2025-08-07 14:14
Core Viewpoint - The actual controller of Shenzhen Yuanwanggu Information Technology Co., Ltd., Xu Yusuo, has reduced his shareholding, which has triggered a change in equity that touches on the 1% and 5% thresholds [2][3]. Shareholding Changes - Xu Yusuo reduced his shareholding by 2,800,000 shares, bringing his total holdings to 113,262,513 shares, which is 14.93% of the total share capital [2]. - His associate, Chen Guangzhu, holds 34,866,728 shares, maintaining a 4.71% stake, resulting in a combined holding of 145,329,241 shares, or 19.65% of the total [2][3]. - Prior to the reduction, Xu Yusuo held 15.31% of the shares, indicating a decrease of 0.38% [2]. Compliance and Reporting - The company and its board members confirm that the announcement content is consistent with the information provided by the information disclosure obligor [2]. - The equity change was executed through centralized bidding on August 6, 2025 [2]. - The company had previously disclosed a plan for Xu Yusuo to reduce his holdings by up to 7,397,574 shares within three months following the announcement made on July 5, 2025 [3].
远 望 谷(002161) - 简式权益变动报告书(徐玉锁)
2025-08-07 14:03
通讯地址:深圳市南山区粤海街道高新南十道 63 号高新区联合总部大厦 27 楼 深圳市远望谷信息技术股份有限公司 简式权益变动报告书 上市公司:深圳市远望谷信息技术股份有限公司 上市地点:深圳证券交易所 股票简称:远望谷 股票代码:002161 信息披露义务人:徐玉锁 住所:广东省深圳市南山区 一致行动人:陈光珠 住所:广东省深圳市南山区 通讯地址:深圳市南山区粤海街道高新南十道 63 号高新区联合总部大厦 27 楼 股份权益变动性质:股份减少(触及 5%整数倍) 2025 年 8 月 本部分所述词语或简称的含义详见本报告书"释义"。 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报 告书》等法律、法规和规范性文件的有关要求编制; 二、信息披露义务人签署本报告书已获得必要的授权和批准; 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定,本报告 书已全面披露信息披露义务人在远望谷中拥有权益的股份变动情况; 截至本报告书签署日,除本报告书披露的信息外,信息披露义务人没有通过任 何其他方式增加或减少其 ...
远 望 谷(002161) - 关于实际控制人权益变动触及1%及5%整数倍的公告
2025-08-07 14:03
证券代码:002161 证券简称:远望谷 公告编号:2025-067 深圳市远望谷信息技术股份有限公司 关于实际控制人权益变动触及 1%及 5%整数倍的公告 实际控制人徐玉锁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。 | 信息披露义务人 | 徐玉锁 | | | | --- | --- | --- | --- | | 住所 | 深圳市南山区粤海街道高新南十道 | 63 | 号高新区联合总部大厦 27 楼 | | 权益变动时间 | 2025 年 8 月 6 日 | | | | 股票简称 | 远望谷 | 股票代码 | 002161 | | 变动类型 (可多选) | 增加□ 减少√ | 一致行动人 | 有√ 无□ | | 是否为第一大股东或实际控制人 | | 是√ 否□ | | 1.基本情况 2.本次权益变动情况 股份种类(A 股、B 股等) 减持股数(股) 减持比例(%) A 股(集中竞价) 2,800,000 0.38 合 计 2,800,000 0.38 本次权益变动方式 (可多选) 通过证券交易所的集中交易 √ 协议转让 □ 通过证券交易所的大宗交易 □ 间接方式转让 ...
远望谷:2025年第三次临时股东大会决议公告
Zheng Quan Ri Bao· 2025-08-07 12:21
(文章来源:证券日报) 证券日报网讯 8月7日晚间,远望谷发布公告称,公司2025年第三次临时股东大会审议通过了《关于无 需编制前次募集资金使用情况报告的议案》《关于2025年度以简易程序向特定对象发行A股股票摊薄即 期回报的风险提示及采取填补措施和相关主体承诺的议案》。 ...
远望谷:公司制定并实施股票期权激励计划
Zheng Quan Ri Bao· 2025-08-07 11:15
(文章来源:证券日报) 证券日报网讯远望谷8月7日在互动平台回答投资者提问时表示,公司为进一步建立、健全公司长效激励 机制,吸引和留住优秀人才,充分调动公司骨干员工的积极性,有效地将股东利益、公司利益和核心团 队个人利益结合在一起,使各方共同关注公司的长远发展,制定并实施股票期权激励计划。 ...
远望谷:截至7月31日股东总户数为85761户
Zheng Quan Ri Bao Wang· 2025-08-07 10:49
Group 1 - The company, Yuanwanggu (002161), reported that as of July 31, 2025, the total number of shareholders is 85,761 [1]