德尔股份(300473.SZ)今日盘中跌5.49%至26.7元，股价创4月30日以来逾7个月新低。德尔股份公告称，持股5%以上股东戊戌15号基金因自身资金需求，计划 自公告披露之日起15个交易日后的3个月内，通过大宗交易和集中竞价方式合计减持不超过450万股，即不超过公司总股本的2.98%。(格隆汇) ...

Group 1 - Yonghe Intelligent Control plans to publicly transfer 100% equity and a debt of 114 million yuan of its subsidiary Chengdu Shanshuishang Hotel, with a minimum listing price of 185 million yuan [1] - Grinda intends to invest 79.9999 million yuan to subscribe for 764,400 shares of Muxi Integrated Circuit (Shanghai) Co., accounting for 0.19% of the total share capital after issuance [1] - Tianshan Aluminum's actual controllers plan to reduce their holdings by no more than 1% of the company's shares starting from December 25, 2025 [1][2] Group 2 - Guang'an Aizhong plans to publicly issue bonds not exceeding 1 billion yuan to repay debts and supplement working capital [3] - Tengda Technology's shareholder plans to reduce holdings by no more than 0.8% of the company's shares starting from December 26, 2025 [4] - Tianwo Technology intends to invest in a 300,000-kilowatt "solar thermal + wind power integration" project with a total investment not exceeding 1.918 billion yuan [5][6] Group 3 - Yunnan Energy Investment announces that three wind power expansion projects have achieved full capacity grid connection, adding 596,250 kilowatts of wind power capacity [7] - Jinggong Technology wins a bid for a carbon fiber production base project worth 729 million yuan, accounting for 42.16% of its audited revenue for 2024 [8] - CITIC Bank's risk director's qualification has been approved by the regulatory authority [9][10] Group 4 - Electric Media plans to establish a joint venture with Mango Super Media and Zhangjiajie Tourism Group with a registered capital of 180 million yuan [11] - New Lai Ying Material's subsidiary plans to invest 157 million yuan to acquire a 51% stake in Anpu Intelligent Technology [13] - Kuaiji Elevator has been notified of the cancellation of its high-tech enterprise qualification for 2021-2023, which may impact its operating performance [15] Group 5 - Huakai Yibai's shareholders plan to reduce their holdings by no more than 2.94% of the company's shares [16] - Del Shares' shareholder plans to reduce holdings by no more than 2.98% of the company's shares [17] - Rifa Precision plans to sell idle assets for 155 million yuan to an affiliated party [19] Group 6 - Wanlong Optoelectronics is planning a major asset restructuring and has suspended trading of its shares [20] - Bangjie Co.'s shareholder plans to reduce holdings by no more than 400,000 shares [22] - Nanhua Instrument's actual controller and related parties plan to reduce holdings by no more than 1.62% of the company's shares [24] Group 7 - Unisplendour has re-submitted its H-share listing application to the Hong Kong Stock Exchange [25] - Zhongshi Technology plans to acquire 51% of Zhongshi Xun Cold for 35.7 million yuan [26] - Pulutong is planning a major asset restructuring and has suspended trading of its shares [26]

12月4日，德尔股份(300473.SZ)发布关于持股5%以上股东减持股份的预披露公告。 持股5%以上股东戊戌15号基金持有公司股份9,356,100股（占公司总股本比例 6.20%），计划在本公告 披露之日起15个交易日后的三个月内分别以大宗交易方式减持公司股份数量合计不超过3,000,000股，即 不超过公司总股本的1.9871%； 以集中竞价方式减持公司股份数量合计不超过1,500,000股，即不超过公 司总股本的0.9936%。合计减持股数不超过450万股，减持比例不超过公司总股本的 2.98%。戊戌15号 基金已获得中国证券投资基金业协会备案。 截至三季度末，公司总资产41.39亿元，较上年度末增长11.9%；归母净资产为17.04亿元，较上年度末 增长9.8%。 来源：读创财经 若以德尔股份截至12月3日收盘股价28.25元/股计算，本次减持该股东或将套现最多1.27亿元。 2025年前三季度，德尔股份实现营业收入为36.42亿元，同比上升7.7%；归母净利润为7923万元，同比 上升228.1%；扣非归母净利润为7508万元，同比上升271.3%；经营现金流净额为1.95亿元，同比下降 47.7 ...

Capital Market Highlights - "China's Nvidia," Moore Threads, will be listed on the STAR Market on December 5, with Muxi Co.'s IPO subscription starting the same day at a price of 104.66 yuan, aiming to raise 3.899 billion yuan [2] - JPMorgan upgraded its rating on Chinese stocks from "neutral" to "overweight," stating that the risk of a significant rise in the Chinese stock market by 2026 is much higher than the risk of a significant decline, with a projected 19% upside for the MSCI China Index under base case scenarios [2] - The China Securities Regulatory Commission disclosed that companies like Shichuangyi, Shurui Robotics, and Niushidate have initiated A-share IPO counseling, all categorized as hard technology enterprises [2] Key Industry Sectors - In embodied intelligence, Tesla released a video of its Optimus humanoid robot running, achieving a personal best; Yushu published a new video verifying the reliability of its machine, with H2 performing a combat test against G2 [4] - In commercial aerospace, the Zhuque-3 reusable launch vehicle was launched into orbit, but the recovery test failed [4] - In the chip sector, Amazon's cloud division plans to launch its latest AI chip, Trainium3, claiming it provides computational power for AI models at a lower cost and higher efficiency compared to Nvidia's GPUs [4] Company Updates - The price of Feitian Moutai has dropped to 1,399 yuan, falling below the official guidance price [5] - JPMorgan increased its stake in Vanke's H-shares from 4.72% on November 27 to 5.23%, while Blackstone's holding rose from 4.83% to 5.45% [5] - Guizhou Bailing's actual controller is under investigation for insider trading, information disclosure violations, and transferring stocks in violation of restrictions [5] - Lens Technology is collaborating with several leading domestic and international clients to develop various AI edge hardware devices, including glasses, watches, wristbands, rings, and desktop models [5] - Microchip Technology, a wholly-owned subsidiary of Saiwei Electronics, plans to participate in establishing Chuxin Micro Technology [5] - Zhongshi Technology intends to acquire a 51% stake in Zhongshi Xun Cold to enhance its liquid cooling business ecosystem [5]

Summary of Key Points Core Viewpoint - Several shareholders from various companies are planning to reduce their stakes, indicating potential shifts in ownership dynamics and investor sentiment in the market [1]. Shareholder Reductions - Del Shares: Fund Wuxu No. 15 plans to reduce its stake by no more than 2.98% [1] - Bangjie Shares: Suzhou Qingsong intends to reduce its stake by no more than 0.87% [1] - Huakai Yibai: Shareholder Zhou Xinhua plans to reduce his stake by no more than 2.91% [1] - Tianshan Aluminum: The actual controller intends to reduce his stake by no more than 1% [1] - Jianlang Hardware: Bai Baoping plans to reduce his stake by no more than 0.86% [1] - Tengda Technology: Tengzhong Investment intends to reduce its stake by no more than 0.8% [1] - Meikailong: Shareholder Hangzhou Haoyue plans to reduce its stake by no more than 131 million shares [1] - Anfu Technology: Shareholder Qin Daqian intends to reduce his stake by no more than 257,820 shares [1] - Weisaibo: Hong Kong Weisaibo plans to reduce its stake by no more than 2.99% [1] - Guoguang Chain: Shareholder Hu Jingen plans to reduce his stake by 6.772 million shares [1] - Guobote Electronics: Shareholder Zhongdian Ke Guowei plans to reduce his stake by 2.608 million shares [1] - Shijitianhong: Zhihong Education has cumulatively reduced its stake by 3% [1] - Delong Laser: Chairman and General Manager Zhao Yuxing has cumulatively reduced his stake by 1.82% [1] Other Notable Events - Degute: The company has terminated its plans for a major asset restructuring [1] - Guizhou Bailing: Actual controller Jiang Wei has received a notice of investigation from the Securities Regulatory Commission [1]

格隆汇12月3日丨德尔股份(300473.SZ)公布，戊戌15号基金计划在本公告披露之日起15个交易日后 的三个月内分别以大宗交易方式减持公司股份数量合计不超过3,000,000股，即不超过公司总股本的 1.9871%；以集中竞价方式减持公司股份数量合计不超过1,500,000股，即不超过公司总股本的 0.9936%。合计减持股数不超过450万股，减持比例不超过公司总股本的2.98%。 ...

智通财经APP讯，德尔股份(300473.SZ)发布公告，戊戌15号基金计划在本公告披露之日起15个交易日后 的三个月内分别以大宗交易方式及集中竞价方式减持公司股份合计不超过450万股，减持比例不超过公 司总股本的2.98%。 ...

德尔股份（300473）(300473.SZ)发布公告，戊戌15号基金计划在本公告披露之日起15个交易日后的三 个月内分别以大宗交易方式及集中竞价方式减持公司股份合计不超过450万股，减持比例不超过公司总 股本的2.98%。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，12月2日，盘后志邦家居披露增持情况。包括腾景科技、东方电气、佰维存储、山西汾酒、唯 赛勃、银邦股份、安孚科技、国博电子、坚朗五金、腾达科技、天山铝业、棒杰股份、熊猫乳品、德尔 股份、华凯易佰在内的15家A股上市公司披露减持情况。 | | | 12.3上市公司盘后增持情况 | | --- | --- | --- | | 1 | 志邦家居 | 拟以8000万元至1.1亿元回购公司股份 | | | | 12.3上市公司盘后减持情况 | | 1 | 腾景科技 | 股东拟减持不超1.96%公司股份 | | 2 | 东方电气 | 股东合计拟减持不超3万股公司股份 | | 3 | 山西汾酒 | 第二大股东华创鑫睿已减持1.33%公司股份 | | র্ব | 唯惠勃 | 控股股东拟减持不超2.99%股份 | | 5 | 佰维存储 | 第二大股东国家大基金二期近期减持464.6万股 | | 6 | 安孚科技 | 股东秦大乾拟减持不超1.00%股份 | | 7 | 银邦股份 | 股东无锡新邦科技减持3%股份 | | 8 | 国博电子 | 股东中电 ...

人民财讯12月3日电，德尔股份（300473）12月3日公告，持股6.20%的股东上海戊戌资产管理有限公司- 戊戌价值15号私募证券投资基金(简称"戊戌15号基金")计划15个交易日后的3个月内，以大宗交易和集 中竞价方式，减持公司股份合计不超过450万股，减持比例不超过公司总股本的2.98%。 ...