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长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化
智通财经网· 2026-03-26 07:33
随着国民健康意识的提升和生活水平的提高,蓝莓凭借其独特的口感和丰富的营养价值,正逐步成为市 场新宠。据Rabobank分析,尽管中国已成全球最大蓝莓生产国,但人均消费量不足0.5kg,对比美国 1.3kg的人均消费量,未来增长空间广阔。国产蓝莓凭借独特的甜脆口感和反季节供应,近年频频出 圈,已成为水果消费升级的代表。 智通财经APP获悉,长城证券发布研报称,据Rabobank分析,尽管中国已成全球最大蓝莓生产国,但人 均消费量不足0.5kg,对比美国1.3kg的人均消费量,未来增长空间广阔。国产蓝莓凭借独特的甜脆口感 和反季节供应,近年频频出圈,已成为水果消费升级的代表。从运营维度看,横跨育种、种植、冷链与 渠道建设的全链条管理要求,使得行业具备天然准入门槛。蓝莓售价虽然呈现季节性波动,但行业进入 门槛较高,行业扩产相对有序,蓝莓消费市场前景广阔。 长城证券主要观点如下: 国产蓝莓需求空间大,春节前后需求旺盛 蓝莓售价虽然呈现季节性波动,但行业进入门槛较高,行业扩产相对有序,蓝莓消费市场前景广阔。持 续看好具有更多下述特质的蓝莓行业龙头公司:1)较早布局蓝莓产业,拥有充足高质量蓝莓园地的企 业;2)坚持采摘、 ...
长城证券(002939) - 2026年3月25日投资者关系活动记录表
2026-03-25 12:37
证券代码:002939 证券简称:长城证券 长城证券股份有限公司 2026 年 3 月 25 日投资者关系活动记录表 编号:2026-005 | 活动过程中所使 | | | --- | --- | | 用的演示文稿、 | | | 提供的文档等附 | 无 | | 件(如有,可作 | | | 为附件) | | | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 其他 | | | 国泰海通 2026 年春季策略会所邀请的投资者 | | 活动参与人员 | 公司董事会秘书、财务总监 阮惠仙 | | | 公司品牌与公共关系部负责人 莫莉 | | | 公司董事会办公室信息披露岗 龙静 | | 时 间 | 年 月 日 2026 3 25 11:00-12:00 | | 地 点 | 深圳福田香格里拉大酒店 | | 形 式 | 现场 | | | 1.公司十五五规划的情况,未来的战略重点有哪些? | | | 答:"十五五"期间,公司将继续坚持"产业券商+一流投行"战 | | | 略发展总体思路, ...
长城证券(002939) - 第三届董事会第十九次会议决议公告
2026-03-20 12:15
证券代码:002939 证券简称:长城证券 公告编号:2026-019 长城证券股份有限公司 第三届董事会第十九次会议决议公告 本公司及公司全体董事会成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 长城证券股份有限公司(以下简称公司)于 2026 年 3 月 10 日发出第三届董 事会第十九次会议书面通知。本次会议由董事长王军先生召集并主持,于 2026 年 3 月 20 日在公司总部以现场结合视频方式召开,应出席董事 14 名,实际出席 董事 14 名。公司董事长王军先生,副董事长孙献女士,董事林鹭女士、麦宝洪 先生,独立董事吕益民先生、陈红珊女士、吴柏钧先生,职工董事许明波先生现 场出席本次会议;副董事长敬红先生,董事段心烨女士、邓喻女士、杨清玲女士, 独立董事周凤翱先生、林斌先生以视频方式出席本次会议;公司部分高级管理人 员列席本次会议。本次会议的召集、召开符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 一、本次会议审议并通过了以下议案: (一)《关于公司 2026 年度风险偏好和风险容忍度的议案》 表决情况:同意 14 票,反对 0 票,弃权 0 ...
长城证券(002939) - 2026年3月20日投资者关系活动记录表
2026-03-20 11:58
Group 1: Strategic Development - The company aims to leverage its strengths in the power and energy sectors to develop a "Science and Technology Innovation Financial Port" focusing on green finance, technology innovation finance, and industrial finance [2] - The strategy includes enhancing financial services for advanced manufacturing, strategic emerging industries, and the transformation of traditional industries [2] - The company is committed to providing comprehensive financial services for low-carbon energy sectors and specialized small and medium-sized technology enterprises [2] Group 2: Self-Operated Business Strategies - The equity investment business will adopt a "high dividend +" strategy, focusing on low volatility assets as a profit foundation [4] - A flexible and balanced strategy will be implemented to adjust allocations dynamically based on market changes [4] - The company plans to enhance its fixed income business by increasing the proportion of "fixed income +" products and exploring diversified bond strategies [4] Group 3: Fund Management Performance - The company’s affiliated funds, including Invesco Great Wall and Great Wall Fund, are responding to the high-quality development actions of public funds by focusing on innovation in product offerings and professional capabilities [5] - Both funds are expected to maintain strong growth in assets under management (AUM) and profitability, achieving record highs in 2025 [5] - The funds are transitioning towards a "return-focused" approach, enhancing research quality and service levels to build brand trust and ensure risk management [5] Group 4: Market Value Management - The company emphasizes high-quality development to solidify its intrinsic value, which supports market value enhancement [6] - There is a commitment to improving transparency and effectiveness in information disclosure to protect investors' rights [6] - The company aims to strengthen investor relations management to showcase competitive advantages and attract long-term, value-oriented investments [6] - Efforts will be made to stabilize investor return expectations and enhance the consistency of cash dividends [6]
长城证券(002939) - 2026年3月13日投资者关系活动记录表
2026-03-13 13:04
Group 1: Strategic Development Goals - The company aims to adhere to the "industry brokerage + first-class investment banking" strategy during the 14th Five-Year Plan, focusing on strengthening capital-intensive businesses while significantly developing light capital businesses [2] - The wealth management business will continue to solidify its customer base, leveraging financial products and advisory services to drive transformation [2] - Investment banking will enhance its capabilities in refinancing and mergers & acquisitions, while expanding bond business scale by utilizing interbank market licenses [2] Group 2: Shareholder Support and Collaboration - The company has established a "1+N" service model to leverage its strengths in energy brokerage, focusing on bond financing, equity financing, and asset securitization [4] - Collaborations with shareholders in the energy sector aim to create a "green finance, technology innovation finance, and industrial finance" ecosystem, enhancing the integration of finance and industry [4] Group 3: Research and Development Strategy - The company is committed to building an energy-focused industrial finance research institute to enhance its influence in low-carbon energy research [5] - Plans include strengthening talent development and creating a specialized collaborative service system that integrates research services, trading channels, and product distribution [5] Group 4: AI Empowerment Potential - The company recognizes the significant potential of AI in enhancing business efficiency and personalized service levels in wealth management and investment research [6] - A private deployment of an AI computing platform has been established, incorporating various domestic open-source models and developing the "Intelligent Source AI Center" for unified management and operation of AI capabilities [6] - Completed application scenarios include intelligent information Q&A, smart customer service assistants, and risk compliance monitoring [6]
长城证券(002939) - 2026年度第五期短期融资券发行结果公告
2026-03-13 10:01
证券代码:002939 证券简称:长城证券 公告编号:2026-018 特此公告。 长城证券股份有限公司董事会 2026 年 3 月 14 日 长城证券股份有限公司 2026 年度第五期短期融资券发行结果公告 本公司及公司全体董事会成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 长城证券股份有限公司 2026 年度第五期短期融资券已于 2026 年 3 月 13 日 发行完毕,相关发行情况如下: | 债券名称 | | | 长城证券股份有限公司 | | 2026 | 年度第五期短期融资券 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券简称 | 26 | 长城证券 | | CP005 | 债券代码 | 072610054 | | | | | 债券期限 | 224 天 | | | | 计息方式 | 利随本清 | | | | | 发行日 | 2026 年 | 3 月 | 12 | 日 | | | | | | | 起息日 | 2026 年 | 3 月 | 13 | 日 | 兑付日 | 2 ...
长城证券(002939) - 长城证券股份有限公司2023年面向专业投资者公开发行公司债券(第一期)(品种二)付息兑付暨摘牌公告
2026-03-12 08:34
长城证券股份有限公司 2023 年面向专业投资者公开发行公司债券(第一期) (品种二)付息兑付暨摘牌公告 本公司及公司全体董事会成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 长城证券股份有限公司 2023 年面向专业投资者公开发行公司债券(第一期) (品种二)(债券简称:23 长城 02,债券代码:148207,以下简称本期债券) 将于 2026 年 3 月 16 日(2026 年 3 月 14 日为周六,顺延至其后第一个交易日) 支付 2025 年 3 月 14 日至 2026 年 3 月 13 日期间的利息并兑付本金。 本期债券本次兑付兑息的债权登记日为 2026 年 3 月 13 日,最后交易日为 2026 年 3 月 13 日,摘牌日为 2026 年 3 月 16 日,凡在 2026 年 3 月 13 日(含) 前买入并持有"23 长城 02"的投资者享有本次兑付的利息和本金;2026 年 3 月 13 日(含)前卖出"23 长城 02"的投资者不享有本次兑付的利息和本金。 长城证券股份有限公司(以下简称本公司)发行的长城证券股份有限公司 2023 年面向 ...
长城证券(002939) - 2026年3月6日投资者关系活动记录表
2026-03-06 10:28
Group 1: Company Strategy and Market Position - The company will enhance its fixed income business by increasing the allocation of "fixed income +" products and exploring diversified bond strategies, while maintaining steady growth in equity investments [2][4] - The company aims to strengthen its core competitiveness and capture diverse market opportunities, aligning its growth with the Chinese economy [2][4] Group 2: Wealth Management and Product Development - The company has seen a nearly 150% year-on-year growth in ETF sales since 2025, enhancing its market position in this area [4] - It is actively developing a brand for "safe and reliable" financial products and providing comprehensive asset allocation services for high-net-worth clients [4] Group 3: Performance Metrics and Shareholder Expectations - Shareholder assessments include a comprehensive range of indicators such as operational performance, safety compliance, and service functionality, guiding the company to balance functionality and profitability [4] - The company is committed to the strategic development of "industry securities + first-class investment banking," focusing on differentiated competitive advantages in "science and technology finance, green finance, and industrial finance" [4] Group 4: Contributions to State-Owned Enterprises - The company has established a "1+N" industrial service model, successfully assisting in the issuance of innovative bonds and equity financing projects for major state-owned enterprises [5][6] - Future efforts will focus on serving the real economy and deepening the development of industrial finance [5][6] Group 5: Futures Market Development - The futures subsidiary, Baocheng Futures, will continue to focus on the electricity and energy ecosystem, enhancing its research capabilities in coal, electricity, and carbon emissions [6]
长城证券(002939) - 2026年3月5日投资者关系活动记录表
2026-03-05 10:30
长城证券股份有限公司 2026 年 3 月 5 日投资者关系活动记录表 编号:2026-001 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 媒体采访 | 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | 现场参观 | 其他 | | 申万宏源 活动参与人员 | 资本市场春季策略会所邀请的投资者 2026 | | | 公司品牌与公共关系部负责人 莫莉 | | 时 间 2026 年 | 3 月 5 日 14:30-15:20 | | 地 点 | 上海浦东丽晶酒店 | | 形 式 现场 | | | | 1.目前公司围绕发展产业券商(电力、能源)做了哪些工作?收效如何? | | | 未来有哪些经营展望和战略目标?预计未来将在哪些业务条线落实为 | | | 具体业绩贡献? | | | 答:公司依托主要股东在电力、能源领域的产业禀赋和雄厚实力, | | | 重点打造以"绿色金融、科创金融、产业金融"为内涵的"科创金融 | | | 港";坚持以融强产,持续增加先进制造业、战略性新兴产业、传统 | | 交流内容及具体 | 产业转型升级等重点领域的金融服务;坚持 ...
长城证券:截至2026年2月13日公司股东总人数为112617户
Zheng Quan Ri Bao· 2026-02-25 11:07
证券日报网讯 2月25日,长城证券在互动平台回答投资者提问时表示,截至2026年2月13日,公司股东 总人数为112617户。 (文章来源:证券日报) ...