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1月19日投资避雷针:2400亿PCB龙头四季度业绩低于预期
Xin Lang Cai Jing· 2026-01-19 00:33
Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]
1月18日增减持汇总:暂无增持 云天励飞等8股减持(表)
Xin Lang Zheng Quan· 2026-01-18 14:29
Core Viewpoint - On January 18, no A-share listed companies disclosed any increase in shareholding, while nine companies announced share reductions, indicating a trend of selling among certain stakeholders in the market [1]. Group 1: Share Reduction Details - Yunda Lifi: Some directors and senior management personnel reduced their shareholdings [2]. - Sifangda: Controlling shareholder and concerted actors plan to reduce holdings by no more than 4.8801 million shares [2]. - Chuhuan Technology: Pre-IPO employee shareholding platform intends to reduce no more than 3% of its shares [2]. - He’s Eye Hospital: Advanced Manufacturing Fund plans to reduce no more than 1.97% of its shares [2]. - Sandam Membrane: Qingyuan China intends to reduce no more than 3% of its shares [2]. - Anbiping: Nanjing Qianjing plans to reduce no more than 1.61% of its shares [2]. - Weisi Medical: Controlling shareholder's concerted actors plan to reduce no more than 3% of its shares [2]. - Aidi Te: Shareholders Junlian Xinkang and HAL plan to reduce no more than 3% of their shares [2].
何氏眼科(301103.SZ)股东先进制造基金拟减持不超1.97%股份
智通财经网· 2026-01-18 08:51
Core Viewpoint - The shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its stake in He Eye Hospital by selling up to 3.106074 million shares, representing 1.97% of the total share capital [1] Group 1 - The planned reduction will occur from February 7, 2026, to May 6, 2026 [1] - The share reduction will be executed through centralized bidding and block trading on the stock exchange [1] - The percentage of shares being sold accounts for 2% of the total share capital after excluding shares held in the repurchase special securities account [1]
何氏眼科股东先进制造基金拟减持不超1.97%股份
Zhi Tong Cai Jing· 2026-01-18 08:49
Core Viewpoint - The company, He Shi Eye Hospital (301103.SZ), announced that its shareholder, Advanced Manufacturing Industry Investment Fund (Limited Partnership), plans to reduce its shareholding by up to 3.106074 million shares, representing 1.97% of the total share capital of the company [1] Summary by Relevant Categories Shareholder Actions - The Advanced Manufacturing Industry Investment Fund intends to reduce its holdings from February 7, 2026, to May 6, 2026, through centralized bidding and block trading on the stock exchange [1] - The planned reduction accounts for 2% of the total share capital after excluding shares held in the repurchase special securities account [1]
何氏眼科股东先进制造基金拟减持不超1.97%公司股份
Bei Jing Shang Bao· 2026-01-18 08:46
Core Viewpoint - Advanced Manufacturing Industry Investment Fund plans to reduce its stake in He Eye Hospital by up to 3.1061 million shares, representing 1.97% of the total share capital, due to the shareholder's personal funding needs [1] Group 1: Shareholder Information - Advanced Manufacturing Fund currently holds 10.3299 million shares, accounting for 6.54% of the total share capital [1] - After excluding repurchased shares, the fund's stake is 6.65% of the adjusted total share capital [1] Group 2: Reduction Plan Details - The reduction will occur within three months, starting fifteen trading days after the announcement [1] - The shares will be sold through centralized bidding and block trading on the stock exchange [1]
何氏眼科(301103.SZ):持股5%以上股东拟减持合计不超过310.61万股
Ge Long Hui A P P· 2026-01-18 08:45
格隆汇1月18日丨何氏眼科(301103.SZ)发布公告,公司于近日收到持股5%以上股东先进制造产业投资基 金(有限合伙)(以下简称"先进制造基金")出具的《关于股份减持计划的告知函》,先进制造基金计 划自本公告披露之日起十五个交易日后的三个月内(即2026年2月7日至2026年5月6日期间),通过证券 交易所集中竞价和大宗交易方式减持公司股份合计不超过310.61万股,占公司总股本的1.97%(占公司 剔除回购专用证券账户中股份数量后的总股本比例的2%)。 ...
何氏眼科:先进制造基金拟减持公司不超1.97%股份
人民财讯1月18日电,何氏眼科(301103)1月18日公告,公司持股6.54%的股东先进制造产业投资基金 (有限合伙)(简称"先进制造基金")计划通过集中竞价和大宗交易方式,减持公司股份合计不超过310.61万 股,占公司总股本的1.97%。 ...
何氏眼科:股东先进制造基金计划减持公司股份不超过约311万股
Mei Ri Jing Ji Xin Wen· 2026-01-18 07:52
Group 1 - The core point of the article is that He Eye Hospital Group announced a share reduction plan by a major shareholder, which will take place over a specified period [1] - The shareholder, Advanced Manufacturing Industry Investment Fund, plans to reduce its holdings by up to approximately 3.11 million shares, representing 1.97% of the company's total share capital [1] - The reduction period is set from February 7, 2026, to May 6, 2026, and the number of shares to be reduced may be adjusted in case of any corporate actions such as dividends or stock splits [1]
何氏眼科(301103) - 关于持股5%以上股东减持股份预披露公告
2026-01-18 07:45
证券代码:301103 证券简称:何氏眼科 公告编号:2026-002 辽宁何氏眼科医院集团股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股 5%以上股东先进制造产业投资基金(有限合伙)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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 辽宁何氏眼科医院集团股份有限公司(以下简称"公司、上市公司")于近 日收到持股 5%以上股东先进制造产业投资基金(有限合伙)(以下简称"先进制 造基金")出具的《关于股份减持计划的告知函》,先进制造基金计划自本公告披 露之日起十五个交易日后的三个月内(即 2026 年 2 月 7 日至 2026 年 5 月 6 日期 间),通过证券交易所集中竞价和大宗交易方式减持公司股份合计不超过 3,106,074 股,占公司总股本的 1.97%(占公司剔除回购专用证券账户中股份数量 后的总股本比例的 2%)。若计划减持期间公司有派息、送股、转增股本、配股等 除权除息事项,上述拟减持股份数量将相应进行调整,但减持股份占扣除公司回 购股份数后的总股本的比例不变。现将具体 ...
何氏眼科:持股5%以上股东拟减持不超1.97%股份
Xin Lang Cai Jing· 2026-01-18 07:43
何氏眼科公告称,近日收到持股5%以上股东先进制造基金的减持告知函。其计划自公告披露之日起十 五个交易日后的三个月内(2026年2月7日至5月6日),通过集中竞价和大宗交易方式减持不超310.61万 股,占公司总股本的1.97%(占剔除回购专用证券账户中股份数量后总股本的2%)。先进制造基金目前 持股1032.99万股,占公司总股本的6.54%,减持原因为自身资金需求。 ...