Star-net(002396)

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【机构调研记录】诺安基金调研星网锐捷、锐捷网络等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-26 00:09
Group 1 - Noan Fund recently conducted research on six listed companies, focusing on their growth strategies and market opportunities [1] - StarNet Ruijie is emphasizing optical communication in the telecommunications sector, with significant revenue growth expected from its collaboration with domestic operators [1] - Ruijie Network's data center product revenue is primarily driven by internet clients, with a notable increase in overseas business revenue [1] - Baile Tianheng is advancing multiple clinical trials for cancer treatments and aims to become a leading player in oncology within five years [2] - Stanley achieved steady growth in revenue and profit, driven by improved product structure and effective pricing strategies in the compound fertilizer sector [2] Group 2 - Chip Origin is providing customized hardware and software solutions in the AI field, with a high percentage of R&D personnel and a focus on enhancing chip customization capabilities [3] - Cambridge Technology is expanding its production capacity for 800G series products, with plans for further expansion supported by self-funding and potential financing [4]
星网锐捷:接受百嘉基金管理有限公司等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-08-25 07:57
Group 1 - The core viewpoint of the article highlights that Xingwang Ruijie (SZ 002396) will hold an investor meeting on August 22, 2025, with the company secretary Li Huaiyu participating to address investor inquiries [1] - For the first half of 2025, the company's revenue composition is entirely from the telecommunications equipment manufacturing industry, accounting for 100.0% [1] Group 2 - The A-share market has seen trading volumes exceed 2 trillion yuan for eight consecutive days, indicating strong market activity [1] - Major brokerage firms are actively recruiting for the autumn season, with 25 different job positions available, reflecting a demand for talent in the industry [1]
星网锐捷(002396) - 2025年8月22日投资者关系活动记录表
2025-08-25 07:08
Financial Performance - In the first half of 2025, the company achieved a revenue of RMB 8,886,489,167.66, representing a growth of 21.76% compared to the same period last year [2] - Operating profit reached RMB 521,619,398.95, an increase of 268.13% year-on-year [2] - Total profit amounted to RMB 528,004,150.17, up by 258.04% from the previous year [2] - Net profit attributable to shareholders was RMB 211,929,691.76, reflecting a growth of 69.32% [2] Business Segments - The company is focusing on the optical communication sector, collaborating with major domestic operators, while its subsidiary, Deming Communications, is expanding in the U.S. connected vehicle market [3][6] - The financial technology sector is expected to grow, with a significant market opportunity in the domestic financial innovation space, projected to be completed by 2028 [7] AI and Market Strategy - The company is accelerating its AI transformation and enhancing its capabilities in AI applications, aiming to provide smart solutions across various sectors [4] - Government support is anticipated for AI initiatives, with expectations for the company to contribute to advancements in AI and robotics [4] Market Management - The company has established a market value management system to enhance investment value and protect shareholder rights, as mandated by the Fujian Provincial Government [5] Cost Management and Profitability - The organization underwent significant restructuring in 2023 and 2024, leading to improved cost control and profitability in 2025 [8] - The gross margin is expected to fluctuate in the second half of the year, particularly in the AI sector, influenced by product types and revenue structure [9] M&A Strategy - The company is exploring external growth opportunities through potential acquisitions, emphasizing the importance of cultural compatibility between merging entities [10]
北方稀土、中兴通讯等上周获融资资金买入超110亿元丨资金流向周报
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-25 03:57
Market Overview - The Shanghai Composite Index rose by 3.49% last week, closing at 3825.76 points, with a peak of 3825.76 points [1] - The Shenzhen Component Index increased by 4.57%, closing at 12166.06 points, with a peak of 12167.28 points [1] - The ChiNext Index saw a rise of 5.85%, closing at 2682.55 points, with a peak of 2683.9 points [1] - In the global market, the Nasdaq Composite Index fell by 0.58%, while the Dow Jones Industrial Average rose by 1.53% and the S&P 500 increased by 0.27% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 0.27%, while the Nikkei 225 Index fell by 1.72% [1] New Stock Issuance - One new stock was issued last week, with the details as follows: - Stock Code: 920112.BJ, Stock Name: 巴兰任, Subscription Date: 20250819 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets reached 21477.3 billion yuan, with a financing balance of 21327.89 billion yuan and a securities lending balance of 149.41 billion yuan [3] - The margin trading balance increased by 917.9 billion yuan compared to the previous week [3] - The Shanghai market's margin trading balance was 10948.37 billion yuan, up by 473.51 billion yuan, while the Shenzhen market's balance was 10528.93 billion yuan, up by 444.39 billion yuan [3] - A total of 3444 stocks had margin buying, with 265 stocks having buying amounts exceeding 1 billion yuan, led by 东方财富 (212.35 billion yuan), 北方稀土 (122.35 billion yuan), and 中兴通讯 (119.31 billion yuan) [3][4] Fund Issuance - Eight new funds were issued last week, including: - 诺安稳健回报混合D, 博时稳健回报债券(LOF)E, 华宝宝康债券D, 华富可转债债券D, 汇添富双鑫添利债券D, 安信平衡养老目标三年持有期混合发起, 长盛元赢30天持有债券C, and 长盛元赢30天持有债券A [5][6] Company Buybacks - Thirteen companies announced share buybacks last week, with the top five by execution amount being: - 中国石化, 星网锐捷, 飞鹿股份, 火炬电子, and 意华股份 [7][8] - The highest buyback amounts were concentrated in the oil and petrochemical, telecommunications, and basic chemical industries [8]
星网锐捷2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-22 23:19
Core Viewpoint - Xingwang Ruijie (002396) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year, indicating robust growth potential in its operations [1]. Financial Performance Summary - Total revenue for the first half of 2025 reached 8.886 billion yuan, a year-on-year increase of 21.76% [1]. - Net profit attributable to shareholders was 212 million yuan, up 69.32% year-on-year [1]. - In Q2 2025, total revenue was 5.401 billion yuan, reflecting a 29.86% increase year-on-year, while net profit for the quarter was 170 million yuan, up 49.46% [1]. - Gross margin stood at 30.46%, down 6.56% year-on-year, while net margin improved to 5.5%, an increase of 66.48% [1]. - Total operating expenses (selling, administrative, and financial) amounted to 1.24 billion yuan, accounting for 13.95% of revenue, a decrease of 22.46% year-on-year [1]. Key Financial Ratios - Earnings per share (EPS) increased to 0.36 yuan, a rise of 70.62% year-on-year [1]. - The company's net asset per share was 11.49 yuan, up 6.18% year-on-year [1]. - Operating cash flow per share was -0.81 yuan, improving by 69.05% year-on-year [1]. Changes in Financial Items - Accounts receivable increased by 27.5% to 3.979 billion yuan, with accounts receivable to net profit ratio reaching 983.28% [1][14]. - Short-term borrowings rose by 35.06% due to increased bank loans from subsidiaries [2]. - Investment properties saw a change of 33.38% as some self-used properties were converted for rental purposes [1][2]. - The company reported a significant increase in investment income by 114.82%, attributed to higher returns from long-term equity investments and bank wealth management products [8]. Business Model and Strategy - The company's performance is primarily driven by research and marketing efforts, with a focus on enhancing its product and service value [13]. - The company is expanding its presence in the optical communication sector and collaborating with major domestic operators, while also exploring opportunities in the metaverse and financial technology sectors [17]. Fund Holdings - The largest fund holding Xingwang Ruijie is the E Fund Kexun Mixed Fund, which has recently increased its position in the company [16].
福建星网锐捷通讯股份有限公司关于部分限制性股票回购注销完成的公告
Shang Hai Zheng Quan Bao· 2025-08-22 22:48
Core Viewpoint - The company, Fujian StarNet RuiJie Communication Co., Ltd., has completed the repurchase and cancellation of 2,914,320 restricted shares due to employee departures and unmet performance assessments, with a total repurchase amount of approximately 28.8 million yuan [2][9][13]. Group 1: Repurchase Details - The number of restricted shares repurchased is 2,914,320, accounting for 0.4951% of the total share capital before the repurchase [2]. - The repurchase price for the shares is set at 9.88 yuan per share, which is the lower of the grant price and the market price at the time of repurchase [12]. - The total funds used for the repurchase amount to 28,800,579.41 yuan, sourced entirely from the company's own funds [13]. Group 2: Reasons for Repurchase - The repurchase is attributed to 45 employees leaving the company, resulting in the cancellation of 443,700 shares [6]. - One employee's retirement led to the cancellation of 55,800 shares, with the repurchase price adjusted to include bank interest [7]. - The company did not meet the performance assessment criteria for 2,414,820 shares, leading to their cancellation as well [8]. Group 3: Approval Process - The repurchase plan was approved in multiple meetings, including the seventh board meeting and the fifth supervisory board meeting on June 9, 2025 [6]. - The company followed the necessary approval procedures and disclosed relevant information as required [4][5]. Group 4: Impact on Company Structure - Following the repurchase, the number of restricted shares will decrease, but this will not affect the control of the company or its compliance with listing conditions [16]. - The repurchase will not have a significant impact on the company's financial status or operational results [18].
星网锐捷(002396)6月30日股东户数5.38万户,较上期减少12.03%
Zheng Quan Zhi Xing· 2025-08-22 12:45
从股价来看,2025年3月31日至2025年6月30日,星网锐捷区间涨幅为13.77%,在此期间股东户数减少 7356.0户,减幅为12.03%。 证券之星消息,近日星网锐捷披露,截至2025年6月30日公司股东户数为5.38万户,较3月31日减少 7356.0户,减幅为12.03%。户均持股数量由上期的9625.0股增加至1.09万股,户均持股市值为24.56万 元。 在通信设备行业个股中,星网锐捷股东户数低于行业平均水平,截至6月30日,通信设备行业平均股东 户数为5.53万户。户均持股市值方面,通信设备行业A股上市公司户均持股市值为27.15万元,星网锐捷 低于行业平均水平。 根据统计,星网锐捷2025年3月31日至2025年6月30日,主力资金净流出5.94亿元,游资资金净流出 4130.05万元,散户资金净流入6.35亿元。 MACD金叉信号形成,这些股涨势不错! | | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值(元) | | | | 户均持股数(股) | | --- | --- | --- | --- | --- | --- | --- | | 2025-06-30 ...
星网锐捷: 关于部分限制性股票回购注销完成的公告
Zheng Quan Zhi Xing· 2025-08-22 09:21
证券代码:002396 证券简称:星网锐捷 公告编号:临 2025-32 一、本激励计划已履行的相关审批程序和信息披露情况 (一)2022 年 12 月 2 日,公司召开第六届董事会第十三次会议,审议通过 《关于公司<2022 年限制性股票激励计划(草案)>及其摘要的议案》 福建星网锐捷通讯股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整,不存在虚假记载、误导性陈 述或者重大遗漏。 特别提示: 次回购注销限制性股票数量2,914,320股,涉及人数为539人,占回购注销前总股 本的0.4951%。因员工离职和公司层面业绩考核未达标的部分回购价格为9.88元/ 股,因员工退休的部分回购价格为9.88元/股加银行同期存款利息。用于回购注 销限制性股票的资金总额为28,800,579.41元。 司办理完成上述限制性股票的回购注销手续。 公司于2025年6月9日、2025年6月25日分别召开公司第七届董事会第七次会 议和第七届监事会第五次会议、2025年第一次临时股东大会,审议通过了《关于 调整回购价格及回购注销2022年限制性股票激励计划部分限制性股票的议案》。 具体情况说明如下: 《关于公司 <2 ...
星网锐捷(002396) - 关于部分限制性股票回购注销完成的公告
2025-08-22 09:07
证券代码:002396 证券简称:星网锐捷 公告编号:临 2025-32 福建星网锐捷通讯股份有限公司 关于部分限制性股票回购注销完成的公告 (二)2023 年 1 月 14 日,公司发布了《关于 2022 年限制性股票激励计划 - 1 - 本公司及董事会全体成员保证公告内容真实、准确和完整,不存在虚假记载、误导性陈 述或者重大遗漏。 特别提示: 1、福建星网锐捷通讯股份有限公司(以下简称"公司"或"星网锐捷")本 次回购注销限制性股票数量2,914,320股,涉及人数为539人,占回购注销前总股 本的0.4951%。因员工离职和公司层面业绩考核未达标的部分回购价格为9.88元/ 股,因员工退休的部分回购价格为9.88元/股加银行同期存款利息。用于回购注 销限制性股票的资金总额为28,800,579.41元。 2、截至本公告披露日,公司已在中国证券登记结算有限责任公司深圳分公 司办理完成上述限制性股票的回购注销手续。 公司于2025年6月9日、2025年6月25日分别召开公司第七届董事会第七次会 议和第七届监事会第五次会议、2025年第一次临时股东大会,审议通过了《关于 调整回购价格及回购注销2022年限制性 ...
通信设备板块8月22日涨4.07%,锐捷网络领涨,主力资金净流入25.99亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-22 08:46
证券之星消息,8月22日通信设备板块较上一交易日上涨4.07%,锐捷网络领涨。当日上证指数报收于 3825.76,上涨1.45%。深证成指报收于12166.06,上涨2.07%。通信设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301165 | 锐捷网络 | 90.15 | 10.97% | 22.93万 | | 19.80亿 | | 000063 | 中兴通讯 | 46.55 | 9.37% | 443.63万 | | 198.32亿 | | 002396 | 星网锐捷 | 34.04 | 8.06% | 36.69万 | | 12.24亿 | | 688027 | 園盾重子 | 316.00 | 7.31% | 4.27万 | | 13.22亿 | | 688313 | 仕佳光子 | 64.76 | 6.25% | 37.37万 | | 23.68亿 | | 300502 | 新易盛 | 273.81 | 6.19% | 46.02万 | | 12 ...