股市必读:英科医疗(300677)10月20日主力资金净流出5269.23万元
Sou Hu Cai Jing· 2025-10-20 16:30
因回购注销部分限制性股票410,480股,可转换公司债券"英科转债"部分转股,以及2025年限制性股票 激励计划首次授予1,280.21万股完成登记,截至2025年10月16日,公司注册资本由64,170.0369万元变更 为65,438.3263万元,股份总数由64,170.0369万股变更为65,438.3263万股。 业绩披露要点 截至2025年10月20日收盘,英科医疗(300677)报收于42.01元,下跌2.21%,换手率6.49%,成交量30.17 万手,成交额12.61亿元。 当日关注点 交易信息汇总 10月20日主力资金净流出5269.23万元;游资资金净流入1315.12万元;散户资金净流入3954.11万元。 股本股东变化 关于调整限制性股票回购价格和回购注销部分限制性股票的议案显示,2022年激励计划回购价格由 11.29元/股调整为10.91元/股,2025年激励计划由11.30元/股调整为11.25元/股,合计回购注销410,480 股,回购总金额为4,509,106.80元,资金来源于公司自有资金。 2022年限制性股票激励计划第三期解除限售条件已成就,第三个限售期已于2025年 ...
山西汾酒:股东诉求、商标博弈与行业变局下的突围之路
Sou Hu Cai Jing· 2025-10-20 16:25
2025年第三季度,山西汾酒正面临多重挑战:股东呼吁大规模回购与行业去产能,临汾黄盖汾酒业引发的商标纠纷,叠加中报显示营收增速放缓至 5.35%,净利润仅增长1.13%,这家百年老字号企业正站在转型的十字路口。从资本市场的股价压力到知识产权的激烈争夺,再到行业产能过剩的深层矛 盾,汾酒的突围战已超越企业个体范畴,成为观察中国白酒产业变革的典型样本。 股东诉求:资本压力下的战略选择 2025年8月,山西汾酒小股东提出两项激进建议:每年投入50-100亿元回购股票,并联合头部酒企推动工信部出台白酒行业去产能政策。这一诉求背后, 是汾酒股价连续三年跑输大盘的残酷现实。2025年中报显示,公司营收239.64亿元,净利润85.05亿元,增速较2024年同期分别下滑12.7和9.3个百分点,资 本市场用脚投票的态势愈发明显。 股东的回购提议折射出白酒行业估值体系的重构。当前汾酒市盈率(TTM)已跌至28倍,较2021年峰值回落56%,但公司账面现金储备达327亿元,具备 实施大规模回购的财务能力。然而,单纯依靠资本运作难以解决根本问题——2024年白酒行业产量萎缩至400万吨,高端产品库存周期延长至8个月,价格 倒挂现 ...
五粮液四度打假电商平台:公布46家非授权店铺
Guan Cha Zhe Wang· 2025-10-20 16:19
Core Points - Wuliangye has issued a notice to consumers regarding unauthorized stores selling its products on various e-commerce platforms ahead of the "Double Eleven" shopping festival [1] - The company identified 46 unauthorized stores across platforms such as Douyin, JD, Kuaishou, Meituan, Pinduoduo, and Tmall Taobao [1] - Wuliangye has previously issued similar notices, with this being the third such announcement since the beginning of 2024, indicating a more direct approach by exposing specific unauthorized stores [4][5] Summary by Category Unauthorized Stores - Wuliangye's notice lists 46 unauthorized stores, including 17 on Douyin, 4 on JD, 9 on Kuaishou, 3 on Meituan, 8 on Pinduoduo, and 5 on Tmall Taobao [1] - The company emphasizes the risks associated with purchasing from these unauthorized channels, including issues with product authenticity, quality assurance, lack of official after-sales service, and difficulties in protecting consumer rights [4] Consumer Protection Measures - Wuliangye has provided free product authentication services, having authenticated 1,610 bottles from January to May 2024, with 268 bottles identified as counterfeit, representing 16.65% of the total [5] - The company has also worked with e-commerce platforms to shut down 261 counterfeit stores and remove 6,431 infringing links since November 2024 [5] Authorized Sales Channels - Wuliangye has updated its list of authorized e-commerce sales channels, now exceeding 50 stores, including official self-operated stores and those on platforms like JD, Tmall, and Douyin [5] - The latest authorized channels include 17 official self-operated stores, 11 on JD, 10 on Tmall, and 7 on Douyin, along with other retail platforms [5]
688381,收购半导体公司!今日复牌
Zhong Guo Ji Jin Bao· 2025-10-20 16:18
| 证券代码 证券简称 | | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 复牌日 | | --- | --- | --- | --- | --- | --- | | 688381 | 帝奥微 | A 股 复牌 | | | 2025/10/20 2025/10/21 | 在停牌大半个月之后,帝奥微发行股份及支付现金购买资产并募集配套资金的预案于10月20日晚出炉,公司股票将于10月21日开市起复牌。 【导读】帝奥微拟购买荣湃半导体100%股权,股票于10月21日复牌 | 序号 | | 股东名称 | 持股数量(股) | 占总股本比例(%) | | --- | --- | --- | --- | --- | | 1 | | 鞠建宏 董监高 | 48.351.992 | 19.54 | | 2 | | 江苏帝奥微电子股份有限公司回购专用证券 ... | 14.865.000 | 6.01 | | 3 | (?) | 上海沃燕创业投资合伙企业(有限合伙) | 12,330,000 | 4.98 | | 4 | | 國泰集成電路發展有限公司 | 12,098,927 | 4.89 | | 5 | | 江 ...
净利增长超四成,宁德时代透露未来两大业务增长点
Di Yi Cai Jing· 2025-10-20 16:12
Core Insights - CATL reported significant growth in revenue and net profit for Q3 2025, driven by increased demand in the power battery and energy storage markets [1] - The company’s total revenue for Q3 reached 104.2 billion yuan, a year-on-year increase of 12.9%, while net profit attributable to shareholders was 18.55 billion yuan, up 41.2% [1] - For the first three quarters of the year, total revenue was approximately 283.1 billion yuan, reflecting a 9.28% year-on-year growth, and net profit exceeded 49 billion yuan, growing by 36.2% [1] Financial Indicators - Key financial metrics impacting CATL's profit include financial expenses, investment income, and asset impairment losses [1] - Financial expenses are expected to increase operating profit by approximately 4.1 billion yuan, primarily due to foreign exchange gains and increased net interest income [1] - Investment income is projected to contribute about 2.1 billion yuan to operating profit, driven by improved net profits from certain affiliated companies [1] - Asset impairment losses are estimated to reduce operating profit by nearly 2.6 billion yuan [1] Market Trends - CATL executives indicated that the growth rate of energy storage and new energy commercial vehicles has surpassed that of passenger vehicles [2] - The domestic energy storage market is transitioning to a market-oriented development model following the issuance of Document No. 136, which is expected to sustain growth in the sector [2] - The demand for large-scale energy storage and data centers overseas is also increasing, with expectations for continued growth in the energy storage sector next year [2] Commercial Vehicle Insights - The new energy commercial vehicle market is experiencing significant growth, with sales of new energy heavy trucks reaching 113,700 units in the first eight months of the year, a year-on-year increase of 180% [2] - CATL believes that the new energy commercial vehicle sector has reached an economic inflection point, with infrastructure now capable of supporting large-scale commercial use [2] - The company anticipates that by 2030, the penetration rate of new energy heavy trucks could exceed 60% [2] Future Outlook - CATL executives expressed confidence that the potential impact of the reduction in purchase tax for new energy passenger vehicles in the coming year will not significantly affect long-term trends, as previous subsidy reductions have not hindered growth [3] - The company maintains a clear demand outlook for lithium batteries through 2030 [3] Market Performance - As of October 20, CATL's A-share price has increased by 47% in the second half of the year, with a total market capitalization of 1.67 trillion yuan [4]
报喜!600699,获50亿元大单
Shang Hai Zheng Quan Bao· 2025-10-20 16:11
每天三分钟 公告很轻松 均胜电子(600699):子公司新获汽车智能电动化项目定点 预计全生命周期订单总金额约50亿元;奥 微:拟购买荣湃半导体100%股权 21日起复牌;标准股份:筹划控制权变更事项 21日起停牌;宁德时 代、中国移动等行业龙头公司披露三季报⋯⋯ 今日看点 ▼ 聚焦一:帝奥微:拟购买荣湃半导体100%股权 21日起复牌 公司拟通过发行股份及支付现金的方式购买董志伟等16名荣湃半导体(上海)有限公司股东所持荣湃半 导体100%股权,同时拟向不超过35名符合条件的特定投资者非公开发行股票募集配套资金。本次交易 完成后,公司将直接持有荣湃半导体100%股权。公司股票将于2025年10月21日开市起复牌。 标的公司主营业务专注于高性能、高品质模拟芯片的设计、研发与销售。标的公司产品包括数字隔离 器、隔离接口、隔离驱动、隔离采样、光MOS等系列产品,应用于汽车电子、工业控制、新能源、智 能电表、智能家电等众多领域。标的公司凭借独创的电容智能分压技术(iDivider技术),获得多项隔 离领域发明专利。 ▼ 聚焦二:标准股份:筹划控制权变更事项 21日起停牌 公司控股股东标准集团目前正按照实际控制人西安 ...
广东群兴玩具股份有限公司2025年10月修订公司章程亮点解读
Xin Lang Cai Jing· 2025-10-20 16:04
广东群兴玩具股份有限公司于2025年10月对公司章程进行了修订,此次修订涵盖公司组织架构、经营管 理、股东权益等多方面内容,对公司的规范运作和长远发展具有重要意义。 财务会计制度、利润分配和审计部分,公司需按规定披露年度和中期报告,制定了利润分配政策及决策 程序,实行连续、稳定、积极的利润分配政策。同时,对内部审计制度及会计师事务所的聘任等作了规 定。 此外,章程还对通知和公告方式、公司合并分立增资减资解散清算,以及章程修改等内容进行了详细规 范。此次公司章程的修订,将进一步完善公司治理结构,保障公司和股东的合法权益,为公司未来发展 奠定坚实基础。 点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 公司于2 ...
Q3营收重回千亿 宁德时代管理层直言储能产线开工“非常满”需求“持续高增”
Xin Lang Cai Jing· 2025-10-20 16:02
Core Insights - CATL maintains its leading position in the power battery industry, with increasing focus on its energy storage business, which is seen as a complex system requiring high safety and stability for long-term operation [1][2] Financial Performance - In Q3, CATL reported revenue of 104.186 billion yuan, a year-on-year increase of 12.90%, and a net profit of 18.549 billion yuan, up 41.21% year-on-year, with a net profit margin of 19.1%, an increase of 4.1 percentage points year-on-year [1] - The company’s inventory reached 80.212 billion yuan, a 34.05% increase compared to the end of 2024, attributed to business expansion and preparation for future deliveries [2][3] Energy Storage Business - Energy storage accounted for approximately 20% of the total shipment volume of around 180 GWh in Q3, with the company undergoing significant capacity expansion across multiple bases [2] - The Jining base alone is expected to add over 100 GWh of energy storage capacity by 2026 [2] Supply Chain and Material Costs - The management acknowledged rising prices of upstream lithium battery raw materials, attributing it to strong demand and supply chain dynamics [3] - The company has established a robust upstream supply chain to mitigate the impact of material price increases [3] Product Development and Market Expansion - CATL has launched several new products in the power battery segment, with new products expected to account for about 60% of shipments this year [5] - The company is expanding its presence in overseas markets, with domestic revenue accounting for approximately 70% and international revenue around 30% [5] Sodium Battery Development - CATL is accelerating the development of sodium-ion batteries, which are expected to have significant advantages in low-temperature performance and safety, reducing reliance on lithium resources [6] - The sodium battery is not intended to replace lithium batteries but to enhance and expand the electric vehicle market [6]
每天三分钟公告很轻松|报喜!600699,获50亿元大单
Shang Hai Zheng Quan Bao· 2025-10-20 16:02
每天三分钟公告很轻松 均胜电子(600699):子公司新获汽车智能电动化项目定点预计全生命周期订单总金额约50亿元;帝奥 微:拟购买荣湃半导体100%股权 21日起复牌;标准股份:筹划控制权变更事项 21日起停牌;宁德时 代、中国移动等行业龙头公司披露三季报 今日看点 ▼ 聚焦一:帝奥微:拟购买荣湃半导体100%股权 21日起复牌 公司拟通过发行股份及支付现金的方式购买董志伟等16名荣湃半导体(上海)有限公司股东所持荣湃半 导体100%股权,同时拟向不超过35名符合条件的特定投资者非公开发行股票募集配套资金。本次交易 完成后,公司将直接持有荣湃半导体100%股权。公司股票将于2025年10月21日开市起复牌。 标的公司主营业务专注于高性能、高品质模拟芯片的设计、研发与销售。标的公司产品包括数字隔离 器、隔离接口、隔离驱动、隔离采样、光MOS等系列产品,应用于汽车电子、工业控制、新能源、智 能电表、智能家电等众多领域。标的公司凭借独创的电容智能分压技术(iDivider技术),获得多项隔 离领域发明专利。 ▼ 聚焦二:标准股份:筹划控制权变更事项 21日起停牌 公司控股股东标准集团目前正按照实际控制人西安市人民 ...
机器人减速器产品产量猛增1.2倍
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-20 15:57
记者丨周潇枭 见习记者冉黎黎 编辑丨曾静娇 见习编辑张嘉钰 10月20日,国家统计局发布数据显示,1—9月份,规模以上工业增加值同比增长6.2%。其中,前三季度,规模以上装备制造业增加值同比增长9.7%,累 计增加值占全部规上工业比重达35.9%,已连续31个月超过30%,"压舱石"作用进一步凸显。同时,高技术制造业增加值增长9.6%,增速快于全部规模以 上工业3.4个百分点。 中泰证券研究所政策团队首席分析师杨畅对21世纪经济报道记者表示,装备制造业的发展,反映了创新驱动转型的积极成效,再叠加下游需求有所改善, 拉动了装备制造业的生产。 具体来看,装备制造业方面,前三季度,规模以上装备制造业增加值同比增长9.7%,累计增加值占全部规上工业比重达35.9%,已连续31个月超过 30%,"压舱石"作用进一步凸显。 杨畅表示,装备制造业的发展,反映了创新驱动转型的积极成效,再叠加下游需求有所改善,拉动了装备制造业的生产。 中国信息通信研究院政策与经济研究所新型工业化研究部高级工程师颜蒙进一步对21世纪经济报道记者表示,2025年前三季度,我国装备制造业的高速发 展可从三方面加以认识,一是规模总量不断扩张,二是细分 ...