骄成超声股价跌5.24%,西部利得基金旗下1只基金重仓,持有41.14万股浮亏损失196.24万元
Xin Lang Cai Jing· 2025-09-19 06:10
9月19日,骄成超声跌5.24%,截至发稿,报86.20元/股,成交2.42亿元,换手率3.80%,总市值99.76亿 元。 资料显示,上海骄成超声波技术股份有限公司位于上海市闵行区沧源路1488号2幢三层,成立日期2007 年2月13日,上市日期2022年9月27日,公司主营业务涉及超声波焊接、裁切设备和配件的研发、设计、 生产与销售,并提供新能源动力电池制造领域的自动化解决方案。主营业务收入构成为:配件31.42%, 新能源电池超声波设备25.86%,服务及其他18.51%,线束连接器超声波设备13.92%,半导体超声波设 备8.03%,非金属超声波设备2.09%,其他(补充)0.18%。 西部利得碳中和混合发起A(012975)基金经理为陈保国。 从基金十大重仓股角度 责任编辑:小浪快报 数据显示,西部利得基金旗下1只基金重仓骄成超声。西部利得碳中和混合发起A(012975)二季度持 有股数41.14万股,占基金净值比例为3.21%,位居第十大重仓股。根据测算,今日浮亏损失约196.24万 元。 截至发稿,陈保国累计任职时间5年219天,现任基金资产总规模13亿元,任职期间最佳基金回报 160.14%, ...
南亚新材实控人包秀银3天减持219万股 套现1.67亿元
Zhong Guo Jing Ji Wang· 2025-09-19 06:09
本次权益变动为公司实控人之一包秀银的正常减持,不触及要约收购,亦不会导致公司的控股股东 及实际控制人发生变化,不会对公司治理结构及持续经营产生重大影响。 (责任编辑:魏京婷) 本次减持前,包秀银持有公司股份1,494.5543万股,占公司总股本的6.37%。减持后,包秀银持有 公司股份1,275.7768万股,占公司总股本的5.43%。 实际控制人包秀银持有上市公司比例为6.37%,与包秀春、周巨芬、包爱芳、包秀良、包爱兰、郑 广乐、黄剑克、高海、包思娇、包航榆及包垚崇签署《一致行动协议》,构成一致行动关系;根据《上 市公司收购管理办法》相关规定,上海南亚科技集团有限公司、包欣洋(系实控人之一包秀银之子)、 龚缨(系实控人之一高海之妻)与包秀银构成一致行动关系。 中国经济网北京9月19日讯 南亚新材(688519.SH)昨日晚间披露《关于持股5%以上股东权益变动 触及1%刻度的提示性公告》。 根据公告,公司实控人之一包秀银于2025年9月16日至2025年9月18日通过集中竞价方式减持公司股 份2,188,500股,占公司总股本的比例由63.49%减少至62.56%,权益变动触及1%刻度。根据减持期间股 价均 ...
贝斯特股价跌5.04%,招商基金旗下1只基金重仓,持有65.61万股浮亏损失101.04万元
Xin Lang Cai Jing· 2025-09-19 06:09
资料显示,无锡贝斯特精机股份有限公司位于江苏省无锡市滨湖区胡埭工业园陆藕东路186号,成立日 期1997年4月16日,上市日期2017年1月11日,公司主营业务涉及密零部件和智能装备及工装产品的研 发、生产及销售。主营业务收入构成为:汽车零部件93.11%,智能装备及工装3.51%,其他收入 2.84%,其他零部件0.54%。 从基金十大重仓股角度 数据显示,招商基金旗下1只基金重仓贝斯特。招商丰盈积极配置混合A(009362)二季度持有股数 65.61万股,占基金净值比例为1.82%,位居第六大重仓股。根据测算,今日浮亏损失约101.04万元。 9月19日,贝斯特跌5.04%,截至发稿,报29.01元/股,成交5.55亿元,换手率3.99%,总市值145.21亿 元。 招商丰盈积极配置混合A(009362)基金经理为文仲阳、郭锐。 截至发稿,文仲阳累计任职时间5年124天,现任基金资产总规模12.26亿元,任职期间最佳基金回报 55.08%, 任职期间最差基金回报-46.13%。 郭锐累计任职时间13年75天,现任基金资产总规模33.4亿元,任职期间最佳基金回报122.63%, 任职期 间最差基金回报-37 ...
中泰证券:首予联邦制药“买入”评级 创新管线空间广阔
Zhi Tong Cai Jing· 2025-09-19 06:08
该行表示,联邦制药作为中国领先的全产业链制药集团,目前正以创新管线为增长引擎,在传统业务优 势赋能下,加速向代谢疾病创新药企转型。传统业务方面,作为青霉素中间体、原料药龙头,联邦垂直 一体化布局打通产业链,依托成熟的发酵工艺和规模优势,持续巩固成本竞争力。动保、胰岛素制剂业 务稳健成长,为业绩增长注入持续动能。创新业务,实现UBT251(GLP-1/GIP/GCG三靶点激动剂)重磅 授权,彰显研发实力。 中泰证券(600918)发布研报称,预计联邦制药(03933)2025-2027年收入150.88、146.51、160.36亿元, 同比增长9.7%、-2.9%、9.5%,归母净利润27.58、26.38、29.56亿元,25-27年同比增长3.7%、-4.3%、 12.1%,对应PE分别为11、12、10倍,考虑到公司创新管线空间广阔;传统业务竞争格局稳固,胰岛素制 剂、动保业务不断夯实,首次覆盖联邦制药,给予"买入"评级。 ...
中国邮政集团推进农产品销售与快递服务
Xin Lang Cai Jing· 2025-09-19 06:08
记者获悉,中国邮政集团已在全国建成1365个邮政农产品基地,覆盖300个乡村特色产业,服务超过 5182家合作社和16084家涉农企业。通过邮乐网销售平台,近三年累计销售农产品超过550亿元。同时, 依托超过48万个村级站点,助力快递进村和农产品出村,近三年快递进村业务量累计超过100亿件。 (央视新闻) ...
奥特佳股价跌5.26%,南方基金旗下1只基金位居十大流通股东,持有2451.05万股浮亏损失441.19万元
Xin Lang Cai Jing· 2025-09-19 06:07
Company Overview - Aotejia New Energy Technology Group Co., Ltd. is located in Jiangning District, Nanjing, Jiangsu Province, and was established on June 13, 2002. The company was listed on May 22, 2008. Its main business involves the production and sales of automotive air conditioning compressors [1]. - The revenue composition of Aotejia is as follows: 52.40% from automotive air conditioning compressors and 47.60% from automotive air conditioning systems and energy storage battery thermal management equipment [1]. Stock Performance - On September 19, Aotejia's stock price fell by 5.26%, closing at 3.24 CNY per share, with a trading volume of 649 million CNY and a turnover rate of 6.04%. The total market capitalization is 10.721 billion CNY [1]. Shareholder Information - Among Aotejia's top ten circulating shareholders, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 4.6818 million shares in the second quarter, bringing its total to 24.5105 million shares, which accounts for 0.76% of the circulating shares. The estimated floating loss today is approximately 4.4119 million CNY [2]. - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date, it has achieved a return of 26.83%, ranking 1839 out of 4222 in its category. Over the past year, it has returned 71.65%, ranking 1252 out of 3805, and since inception, it has returned 12.24% [2]. Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 318 days. The total asset scale under management is 94.976 billion CNY. During the tenure, the best fund return was 143.21%, while the worst was -15.93% [3].
天地数码跌2.05%,成交额4743.80万元,主力资金净流出75.54万元
Xin Lang Cai Jing· 2025-09-19 06:07
Core Viewpoint - TianDi Digital's stock price has experienced fluctuations, with a year-to-date increase of 23.37% but a recent decline over various trading periods, indicating potential volatility in investor sentiment [2]. Company Overview - TianDi Digital, established on April 27, 2002, and listed on April 27, 2018, is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, and sales of thermal transfer ribbon products [2]. - The main revenue composition includes barcode ribbons (88.67%), other products (9.78%), water transfer ribbons (0.66%), coding ribbons (0.55%), and fax ribbons (0.33%) [2]. - The company is categorized under the Shenwan industry classification of Computer - Computer Equipment - Other Computer Equipment, and is associated with concepts such as micro-cap stocks, small-cap stocks, specialized and innovative enterprises, QFII holdings, and the Internet of Things [2]. Financial Performance - For the first half of 2025, TianDi Digital achieved operating revenue of 431 million yuan, representing a year-on-year growth of 19.58%. The net profit attributable to shareholders was 62.61 million yuan, reflecting a year-on-year increase of 32.37% [2]. - Since its A-share listing, the company has distributed a total of 265 million yuan in dividends, with 162 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for TianDi Digital was 13,200, a decrease of 0.31% from the previous period. The average number of circulating shares per shareholder was 9,614, down by 1.41% [2]. - Notable institutional holdings include Noan Pioneer Mixed A (320003) as the fifth-largest shareholder with 3.68 million shares, an increase of 1.86 million shares from the previous period, and交银启诚混合A (014038) as the eighth-largest shareholder with 2.39 million shares, marking a new entry [3].
药明康德跌2.06%,成交额33.97亿元,主力资金净流出1.84亿元
Xin Lang Cai Jing· 2025-09-19 06:07
Company Overview - WuXi AppTec, established on December 1, 2000, is located in Shanghai and Hong Kong, and was listed on May 8, 2018. The company provides a comprehensive platform for the discovery, development, and manufacturing of small molecule chemical drugs, serving global pharmaceutical companies [1][2]. Financial Performance - For the first half of 2025, WuXi AppTec achieved a revenue of 20.799 billion yuan, representing a year-on-year growth of 20.64%. The net profit attributable to shareholders was 8.561 billion yuan, showing a significant increase of 101.92% year-on-year [2]. - The company has distributed a total of 13.027 billion yuan in dividends since its A-share listing, with 9.373 billion yuan distributed over the past three years [2]. Stock Performance - As of September 19, WuXi AppTec's stock price was 105.22 yuan per share, with a market capitalization of 310.558 billion yuan. The stock has increased by 95.90% year-to-date, with a slight decline of 0.24% over the past five trading days [1]. - The trading volume on September 19 was 3.397 billion yuan, with a turnover rate of 1.28% [1]. Shareholder Structure - As of June 30, 2025, the second-largest shareholder is Hong Kong Central Clearing Limited, holding 302 million shares, an increase of 56.0239 million shares from the previous period. Other notable shareholders include Huaxia SSE 50 ETF and China Europe Medical Health Mixed A [3]. Industry Classification - WuXi AppTec is classified under the pharmaceutical and biotechnology sector, specifically in medical services and contract research organization (CRO) services. The company is associated with concepts such as cell therapy, precision medicine, innovative drugs, and overseas expansion [2].
鼎捷数智跌2.04%,成交额5.02亿元,主力资金净流出3451.99万元
Xin Lang Cai Jing· 2025-09-19 06:07
Company Overview - Dingjie Smart is located at 22nd Floor, Green Central Plaza, 1377 Jiangchang Road, Jing'an District, Shanghai, established on December 26, 2001, and listed on January 27, 2014 [1] - The company specializes in providing digital transformation, intelligent manufacturing, and industrial internet solutions for manufacturing, circulation, and small and micro enterprises [1] Financial Performance - For the first half of 2025, Dingjie Smart achieved operating revenue of 1.045 billion yuan, a year-on-year increase of 4.08%, and a net profit attributable to shareholders of 45.0267 million yuan, up 6.09% year-on-year [2] - Since its A-share listing, the company has distributed a total of 311 million yuan in dividends, with 65.588 million yuan distributed over the past three years [3] Stock Performance - As of September 19, Dingjie Smart's stock price was 49.91 yuan per share, with a market capitalization of 13.545 billion yuan [1] - The stock has increased by 93.15% year-to-date, but has seen a decline of 2.67% in the last five trading days and 14.92% over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 8, where it recorded a net buy of -140 million yuan [1] Shareholder Structure - As of August 20, the number of shareholders for Dingjie Smart was 54,000, a decrease of 12.90% from the previous period, with an average of 4,988 circulating shares per person, an increase of 14.81% [2] - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease in shares held by招商优势企业混合A and富国新兴产业股票A/B, while中欧互联网混合A and财通资管数字经济混合发起式A are new entrants [3] Industry Position - Dingjie Smart is classified under the computer-software development sector, specifically in horizontal general software, and is associated with concepts such as ERP, AI Agent, Huawei Kunpeng, smart logistics, and MCP [2]
诺力股份跌2.00%,成交额1.34亿元,主力资金净流出1397.67万元
Xin Lang Cai Jing· 2025-09-19 06:07
Company Overview - Noli Co., Ltd. is located in Changxing County, Zhejiang Province, and was established on March 3, 2000. The company was listed on January 28, 2015. Its main business involves the research, production, and sales of light small handling vehicles and electric storage vehicles [1]. - The revenue composition of Noli Co., Ltd. is as follows: Intelligent Manufacturing Equipment Business accounts for 60.67%, while Smart Logistics Business accounts for 39.51% [1]. Financial Performance - As of June 30, 2025, Noli Co., Ltd. achieved an operating income of 3.215 billion yuan, a year-on-year decrease of 7.40%. The net profit attributable to shareholders was 246 million yuan, reflecting a year-on-year growth of 2.28% [2]. - Since its A-share listing, Noli Co., Ltd. has cumulatively distributed cash dividends amounting to 1.167 billion yuan, with 533 million yuan distributed over the past three years [3]. Stock Market Activity - On September 19, Noli Co., Ltd. experienced a 2.00% decline in stock price, trading at 24.50 yuan per share, with a total transaction volume of 134 million yuan and a turnover rate of 2.10%. The total market capitalization is 6.311 billion yuan [1]. - Year-to-date, the stock price has increased by 43.67%, with a slight increase of 0.20% over the last five trading days, a decrease of 12.50% over the last 20 days, and an increase of 15.13% over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Noli Co., Ltd. is 19,000, a decrease of 9.70% from the previous period. The average circulating shares per person increased by 10.74% to 13,585 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranks as the fifth largest, holding 5.6037 million shares, an increase of 1.6207 million shares compared to the previous period [3]. Market Position - Noli Co., Ltd. is classified under the Shenwan industry as Mechanical Equipment - Engineering Machinery - Complete Engineering Machinery. The company is associated with several concept sectors, including Smart Parking, Express Delivery, Smart Logistics, Small Cap, and Cold Chain Logistics [1].