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7月30日早间重要公告一览
Xi Niu Cai Jing· 2025-07-30 04:47
Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]
漫步者(002351) - 关于公司董事股份减持计划的预披露公告
2025-07-29 13:00
特别提示: 王晓红女士持有深圳市漫步者科技股份有限公司(以下简称"公司")股份总 数 34,032,390 股(占目前公司总股本比例 3.83%),计划自公告之日起十五个交 易日后的三个月内以集中竞价、大宗交易等方式减持公司股份数量不超过 8,508,097 股(占目前公司总股本比例 0.9569%); 公司收到股东王晓红女士的《关于股份减持计划的告知函》,现将有关情况公 告如下: 一、 股东基本情况 | 股东名称 | 公司任职情况 | 截止本公告日 | 占公司总股本 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | 持有公司股份数 | 比例 | | | 王晓红 | 董事 | 股 34,032,390 | 3.83% | 协议转让及资本公积金 | | | | | | 转增股本 | 深圳市漫步者科技股份有限公司 关于公司董事股份减持计划的预披露公告 证券代码:002351 证券简称:漫步者 公告编号:2025-025 深圳市漫步者科技股份有限公司 关于公司董事股份减持计划的预披露公告 股东王晓红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 ...
【盘中播报】15只股长线走稳 站上年线
证券时报·数据宝统计,截至今日下午14:00,上证综指3601.27点,收于年线之上,涨跌幅为0.09%,A 股总成交额为14490.19亿元。到目前为止,今日有15只A股价格突破了年线,其中乖离率较大的个股有 中化国际、蓝箭电子、帝尔激光等,乖离率分别为8.45%、3.04%、2.27%;漫步者、上港集团、抚顺特 钢等个股乖离率较小,刚刚站上年线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | (%) | (%) | (元) | (元) | (%) | | 600500 | 中化国 | 10.10 | 1.95 | 3.92 | 4.25 | 8.45 | | | 际 | | | | | | | 301348 | 蓝箭电 子 | 3.23 | 9.54 | 21.10 | 21.74 | 3.04 | | 300776 | 帝尔激 光 | 2.53 | 2.75 | 58.61 | 59.94 | 2.27 | | 603806 | 福斯特 | 9.66 ...
漫步者(002351) - 002351漫步者调研活动信息20250725
2025-07-25 08:30
Group 1: Financial Performance - The company's gross profit margin for 2024 reached 42.62%, an increase of 1.49% compared to the same period last year [1] - In Q1 2025, the gross profit margin was 40.94%, up by 1.64% year-on-year [1] - However, due to insufficient high-end consumer demand, the company's revenue and net profit slightly declined compared to the previous year [1] Group 2: Product Development and Launches - The company has focused on developing and launching mid-to-high-end and differentiated products, contributing to sustained brand growth [1] - New product launches include the X1 Evo TWS earphones, Lolli Pro 3i with 40-hour battery life, and Lolli ANC semi-in-ear headphones with adaptive noise cancellation [2] - The company has also introduced various AI functionalities in its wireless earphones, such as real-time multilingual voice translation [3] Group 3: Market Strategy - The company is expanding its presence in the overseas market, collaborating with local celebrities in Thailand and popular actors in Japan to reach core Asian markets [4] - The open-ear headphone market is a key focus area, with over ten models launched and plans for continued investment in various product forms and price ranges [3]
漫步者(002351) - 002351漫步者调研活动信息20250718
2025-07-18 09:22
Financial Performance - The company's gross margin reached 42.62% in 2024, an increase of 1.49% compared to the previous year [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was 4.29 billion, reflecting a growth of 13.66% [1] - In Q1 2025, the gross margin was 40.94%, up by 1.64% year-on-year, although revenue and net profit showed a slight decline due to insufficient high-end consumer demand [1] Product Development and Launches - The company has focused on high-end and differentiated product development, launching several new products in the market, including: - TWS earphones X1 Evo, weighing only 3.8g per ear [1] - Lolli ANC semi-in-ear active noise-canceling headphones with upgraded adaptive noise cancellation [1] - Mixed active noise-canceling Bluetooth headphones X5 Evo [2] - Open-type headphones Comfo Clip Q with IP67 waterproof rating [2] - The company has also introduced AI functionalities in its products, such as real-time multilingual voice translation and smart assistant capabilities in the LolliClip AI [3] Market Strategy - The company is expanding its presence in the open-ear headphone market, which is experiencing rapid growth, with over ten models launched since 2024 [3] - A dual-line endorsement strategy has been implemented, partnering with popular local celebrities in Thailand and Japan to enhance brand reach in key Asian markets [4]
【私募调研记录】凯丰投资调研漫步者
Zheng Quan Zhi Xing· 2025-07-07 00:09
Group 1 - The core viewpoint of the news highlights that Kefa Investment has conducted research on a listed company, Edifier, focusing on its product development and market strategies for 2024 and beyond [1] - Edifier has strengthened its R&D and market launch of mid-to-high-end and differentiated products, leading to a continuous increase in brand strength [1] - In 2024, Edifier's gross margin reached 42.62%, an increase of 1.49% compared to the same period last year, with a net profit attributable to shareholders of 429 million yuan, a year-on-year growth of 13.66% [1] - In the first quarter of 2025, Edifier's gross margin continued to improve to 40.94%, but due to insufficient recovery in residents' income expectations and high-end consumer demand, both revenue and net profit experienced a slight decline [1] - The company has launched multiple high-end new products, including TWS headphones and speakers, with wireless headphones upgraded to Bluetooth 6.0, featuring real-time multilingual voice translation [1] - The open-ear headphone market is rapidly growing, prompting Edifier to increase investment and introduce various product forms [1] - Edifier operates multiple brands in synergy, launching several sub-brands to cover different consumer groups [1] Group 2 - Kefa Investment is a macro-hedge fund management company that invests in global commodities, bonds, equity assets, and their derivatives [2] - The company is a member of the China Fund Industry Association and the China Futures Association, with qualifications approved by the China Securities Investment Fund Association [2] - Kefa Investment has received multiple awards for its performance and scale in managing various funds, including the "2014 Golden Bull Private Fund Management Company (Macro Futures Strategy)" [2] - The firm emphasizes the investment philosophy of "details hide industrial codes, research discovers value cores," focusing on macro and industrial fundamental research [2] - Kefa Investment has a research team of over 50 professionals and covers major trading varieties in domestic and international futures markets [2] - The company aims to strengthen communication and cooperation with real enterprises, providing comprehensive solutions in the industrial chain, including consulting, hedging, and industrial funds [2]
漫步者(002351) - 002351漫步者调研活动信息20250704
2025-07-04 06:08
深圳市漫步者科技股份有限公司投资者关系活动记录表 编号:PR2025070401 | 投资者关系 | 特定对象调研□分析师会议 | | --- | --- | | 活动类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观□其他(请文字说明其他活动内容) | | 参与单位名称 | 富荣基金、世纪证券、信达澳亚基金、深圳凯丰投资、金信基金、 | | 及人员姓名 | 先锋基金、平安基金共 8 人 | | 时间 | 2025 年 7 月 3 日 | | 地点 | 证券公司策略会 | | 上市公司 | 投资者关系总监张北 | | 接待人员 | | | | 公司近况及回答提问内容概括如下: | | | 2024 年以来,公司强化中高端产品、差异化产品的研发和市 | | | 年公司毛利率达到 场投放,推动品牌力持续增长。2024 42.62%, | | | 较上年同期增加 1.49%;公司实现归母扣非净利润 4.29 亿元,同 | | | 比增长 13.66%。 | | | 毛利率提升趋势在 2025 年一季度得以延续——2025 年一季 | | | 度公司毛利率达到 40.94% ...
漫步者(002351) - 关于运用自有闲置资金进行委托理财的进展公告
2025-06-30 11:15
深圳市漫步者科技股份有限公司 关于运用自有闲置资金进行委托理财的进展公告 根据上述决议,公司与全资子公司北京爱德发科技有限公司(以下简称"北京爱 德发")、东莞市漫步者科技有限公司(以下简称"东莞漫步者"),控股子公司东莞 市漫步者电竞科技有限公司(以下简称"漫步者电竞")近期使用自有闲置资金进行 委托理财的情况如下: 1 委托人 受托人名称 产品名称 产品 类型 金额 (万 元) 预期年化收 益率 起始日期 终止日期 关 联 关 系 北京爱 德发 中信建投证 券股份有限 公司 平安信托固益 联 3M-51 号集 合资金信托计 划说明书 固定 收益类 3,000 2.9% 2025 年 5 月 27 日 3 个月后可 随时赎回 无 北京爱 德发 民生理财有 限责任公司 民生理财贵竹 固收增利周周 盈 7 天持有期 10 号理财产品 浮动 收益类 3,000 2.1%-2.6% 2025 年 5 月 23 日 7 天后可随 时赎回 无 北京爱 德发 民生理财有 限责任公司 民生理财贵竹 固收增利月月 盈 30 天持有期 15 号理财产品 浮动 收益类 3,000 2.2%-2.8% 2025 年 6 月 5 日 ...
深圳市漫步者科技股份有限公司 2024年年度权益分派实施公告
Core Points - The company has approved the 2024 annual equity distribution plan at the shareholders' meeting held on May 26, 2025, which includes a cash dividend of 2.50 RMB per 10 shares, totaling 222,276,750 RMB [1][2] - The distribution will not include stock dividends or capital reserve transfers, and the total share capital remains unchanged at 889,107,000 shares [1][2] - The record date for the equity distribution is June 26, 2025, and the ex-dividend date is June 27, 2025 [1][2] Equity Distribution Details - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [2] - The cash dividends for A-share shareholders will be directly credited to their accounts through their securities companies on the ex-dividend date [3] - The company will bear all legal responsibilities if there are insufficient cash dividends due to a reduction in the number of shares held by shareholders during the distribution application period [4] Consultation Information - The consultation address for inquiries is located at Tsinghua Unigroup Technology Park, Longshan Road, Nanshan District, Shenzhen [5] - Contact persons for consultation are Li Xiaodong and He Chunyu, with a provided contact number and fax [6]
漫步者: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-22 08:19
深圳市漫步者科技股份有限公司 证券代码:002351 证券简称:漫步者 公告编号:2025-023 深圳市漫步者科技股份有限公司 一、 权益分派方案 本公司 2024 年年度权益分派方案为:以公司现有总股本剔除已回购股份 0 股后的 889,107,000 股为基数,向全体股东每 10 股派 2.500000 元人民币现金 (含税;扣税后,通过深股通持有股份的香港市场投资者、QFII、RQFII 以及持 有首发前限售股的个人和证券投资基金每 10 股派 2.250000 元;持有首发后限 售股、股权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收, 本公司暂不扣缴个人所得税,待个人转让股票时,根据其持股期限计算应纳税额 【注】;持有首发后限售股、股权激励限售股及无限售流通股的证券投资基金所 涉红利税,对香港投资者持有基金份额部分按 10%征收,对内地投资者持有基 金份额部分实行差别化税率征收), 【注:根据先进先出的原则,以投资者证券账户为单位计算持股期限,持股 年(含 1 年)的,每 10 股补缴税款 0.250000 元;持股超过 1 年的,不需补缴 税款。】 深圳市漫步者科技股份有限公司 二、 ...