格力电器回应市场关切:格力钛完成“瘦身”
Shang Hai Zheng Quan Bao· 2025-06-30 19:10
郭晨凯 制图 董明珠坦言:"我会少些话语,给年轻人更多的机会。" 谈未来:格力的变与不变 作为一家以空调业务赢得市场尊重的传统家电巨头,格力电器如何摆脱空调业务收入过重,营收结构单 一的现状?格力电器下一步的重点究竟是什么?这些始终是投资者关注的首要问题。 今年,刚刚接任格力电器总裁的张伟在2024年度网上业绩说明会上表示:"格力电器是一家多元化、科 技型的全球工业集团,产业覆盖家用消费品和工业装备两大领域。在消费电器板块,公司将以空调业务 为支柱,推动多元化发展,实现冰洗产品、厨房电器、环境电器等系列产品全覆盖;在工业制品及装备 板块,公司会聚焦智能装备、工业机器人、工业制品、模具等产业,依托核心优势,不断加大科技研发 投入,加强产业链纵深布局。" 在本次年度股东大会上,面对同样的问题,张伟并没有选择同样的回应方式。他说:"格力电器的发展 是一脉相承的,既有变化,也没有变化。不变的是情怀、初衷,以及价值担当;需要变化的是公司的价 值增长。现在,我们可以看到,公司的管理团队更有活力与激情,主要的工作仍将围绕着公司的产品、 销售、品质展开,包括人才的建设。" 数据显示,格力电器2024年全年实现营业总收入190 ...
锦波生物引战投钟睒睒34亿入股 营收净利四连增股价累涨超28倍
Chang Jiang Shang Bao· 2025-06-30 19:10
Core Viewpoint - The strategic investment by Zhong Shanshan in Jinbo Biological is significant, marking a major cash increase and collaboration in the humanized collagen protein sector, where Jinbo is a leader [2][4][8] Group 1: Investment Details - Jinbo Biological has introduced strategic investors, with Zhong Shanshan's companies participating through a share transfer and subscription agreement, raising up to 2 billion yuan [1][5] - After the transaction, Zhong Shanshan will indirectly control 10.58% of Jinbo Biological, becoming its second-largest shareholder [2][6] - The cash increase of 2 billion yuan will be the largest in the history of the Beijing Stock Exchange [4][5] Group 2: Company Performance - Jinbo Biological has shown continuous growth in operating performance, with revenue and net profit increasing for four consecutive years from 2021 to 2024 [3][9] - The company's revenue is projected to grow from 233 million yuan in 2021 to 1.443 billion yuan in 2024, and net profit from 57 million yuan to 732 million yuan, representing increases of 519% and 1184% respectively [9] - Since its listing in July 2023, Jinbo Biological's stock price has surged over 28 times, with a market capitalization exceeding 40 billion yuan [3][9] Group 3: Strategic Collaboration and Future Plans - Jinbo Biological plans to leverage the strengths of its partnership with Yangshengtang to enhance market capabilities, accelerate industrialization, and improve commercialization [7][8] - The 2 billion yuan raised will be allocated for working capital and the development of a FAST database and product development platform for humanized collagen [8] - Jinbo Biological aims to fill gaps in wound care, orthopedic implants, hair health, and ophthalmic drugs, enhancing its market competitiveness and brand influence [8][9]
能辉科技罗传奎:不追风练内功 于光伏“寒冬”中行稳致远
Shang Hai Zheng Quan Bao· 2025-06-30 19:04
Core Viewpoint - The photovoltaic industry is currently facing challenges, yet Nenghui Technology is optimistic about achieving revenue growth, projecting a revenue of 1.097 billion yuan in 2024, representing an 85.74% year-on-year increase, and a target of at least 50% growth in 2025 [2][3] Group 1: Company Performance - In 2024, Nenghui Technology achieved an operating income of 1.097 billion yuan, with a net profit attributable to shareholders of 52.54 million yuan [3] - In the first quarter of 2025, the company reported an operating income of 310 million yuan, reflecting a year-on-year growth of 26.60%, with a net profit of 5.74 million yuan [3] Group 2: Strategic Development - Nenghui Technology's R&D investment reached 31.97 million yuan in 2024, marking a 55.31% increase [4] - The company introduced a wheel-based AI charging and battery swapping robot capable of handling 3 to 4 tons, which can complete battery swaps in 3 minutes, showcasing its technological advancements [4] - The company is transitioning into the heavy-duty vehicle battery swapping sector, anticipating significant market potential as traditional charging methods become inadequate for high-frequency transport needs [5] Group 3: Market Positioning and Future Outlook - The photovoltaic system integration business contributed 93.66% of Nenghui Technology's revenue in 2024, but is facing challenges due to industry adjustments [6] - New policies in 2025 are expected to shift the photovoltaic power market towards market-oriented trading, prompting companies to evolve from "construction teams" to "energy managers" [6] - Nenghui Technology is exploring strategic partnerships and acquisitions to strengthen its market position, emphasizing the importance of aligning with like-minded entities [7]
从种子轮到产业LP 资本深度循环 兆易创新、盈富泰克二十年“老友记”
Shang Hai Zheng Quan Bao· 2025-06-30 19:04
值得注意的是,盈富泰克这只基金背后的LP,大多数都是老朋友。"成立25年来,盈富泰克直投了近 150个项目,培育了23家上市公司。更为可贵的是,与盈富泰克共同成长起来的5家上市公司,也作为基 金的产业出资人加入到北京科创基金,为基金项目筛选、后续增值服务和未来退出提供了丰富的产业资 源和渠道。"盈富泰克总经理周宁表示。 资料显示,这只科创基金的LP软通动力、圣邦微电子、芯卓投资母公司卓胜微以及北京君正,都曾获 得盈富泰克的投资与赋能。他们不约而同选择成为盈富泰克科技创新股权投资基金的LP,既是基于多 年同行的信任,更是一种"反哺"。这个资本与企业"双向奔赴"的桥段,也成为电子通信行业乃至资本市 场的一段佳话。 提及本次融资,曾任清华科技园技术资产经营有限公司总经理,并曾参与创办启迪创投和清控银杏创投 的相关负责人回忆道,当时,资金较为匮乏,没有股市退出渠道,半导体这种"无人问津"的硬科技项 目,能有资金跟投,对于投资方和项目方都至关重要。经过反复沟通,公司最终获得了250万元的跟投 资金承诺。这相当于种子投资的80%,是一笔"大钱"。 "盈富泰克是资深的科技领域投资机构,熟悉相关产业政策和趋势,项目资源丰富, ...
股市必读:光大银行(601818)6月30日主力资金净流入1218.71万元,占总成交额1.94%
Sou Hu Cai Jing· 2025-06-30 18:56
Core Viewpoint - As of June 30, 2025, Everbright Bank's stock closed at 4.15 yuan, with no change in price, and a trading volume of 1.5125 million shares, amounting to a total transaction value of 628 million yuan [1] Group 1: Trading Information - On June 30, 2025, the net inflow of main funds into Everbright Bank was 12.1871 million yuan, accounting for 1.94% of the total transaction value [2] - The net inflow of speculative funds was 27.0909 million yuan, representing 4.31% of the total transaction value [2] - Retail investors experienced a net outflow of 39.2779 million yuan, which constituted 6.25% of the total transaction value [2][6] Group 2: Company Announcements - The 29th meeting of the 9th Board of Directors of China Everbright Bank was held on June 30, 2025, with all 16 participating directors voting [3] - Three resolutions were passed unanimously: the report on the update of the important model and key parameters for expected credit losses in the first half of 2025, the change of the "Australian overseas executive" at the Sydney branch, and the proposal to hold the second extraordinary general meeting of shareholders in 2025 [3][6] Group 3: Share Capital Changes - As of June 30, 2025, there were no changes in the statutory and registered share capital of Everbright Bank, with H-shares totaling 12,678,735,500 shares and A-shares totaling 46,406,815,561 shares, each with a par value of 1 yuan [4] - The total statutory registered capital at the end of the month was 59,085,551,061 yuan, with no changes in the number of issued shares for both H-shares and A-shares [4][6] - The number of issued preferred shares remained unchanged, with specific amounts for different series, and no inventory shares were reported [4]
山东步长制药股份有限公司关于拟放弃优先受让控股子公司股权的进展公告
Shang Hai Zheng Quan Bao· 2025-06-30 18:50
山东步长制药股份有限公司 关于拟放弃优先受让控股子公司股权的进展公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603858 证券简称:步长制药 公告编号:2025-126 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 2.各方同意,原股东韦礼华不再对目标股权享有和承担任何权利和义务,亦不得向目标公司提出任何权 利主张。韦礼华在《合作协议书》项下的权利和义务由丙方承继,韦礼华在《合作协议书》项下的权利 和义务、风险和责任由丙方享有和承担。 (三)其他条款 一、交易概述 山东步长制药股份有限公司(以下简称"公司"或"步长制药")控股子公司山东步长众鑫康医药科技有限 公司(以下简称"步长众鑫康")股东韦礼华拟离职,拟将其持有的1.00%股权(认缴5万元,其中已实缴 2.5万元)转让给高金亮,股权转让价格为2.5万元。公司同意放弃上述股权转让的优先受让权。本次转 让完成后,公司持有步长众鑫康90%股权比例不变。具体内容详见公司2025年5月27日披露于上海证券 交易所网站(www.sse.com.cn)的《关于拟 ...
汇添富中证机器人交易型开放式指数证券投资基金发起式联接基金基金份额发售公告
Shang Hai Zheng Quan Bao· 2025-06-30 18:45
登录新浪财经APP 搜索【信披】查看更多考评等级 重要提示 汇添富中证机器人交易型开放式指数证券投资基金发起式联接基金(以下简称"本基金")的募集已获中 国证监会证监许可[2025]1289号文注册。中国证监会对本基金募集的注册,并不表明其对本基金的投资 价值、市场前景和收益作出实质性判断或保证。 投资者购买本基金应使用汇添富基金管理股份有限公司基金账户。若投资者已经开立汇添富基金管理股 份有限公司基金账户,则无须再另行开立基金账户,直接以此基金账户办理认购申请即可。未开立基金 账户的投资者可以到本公司直销中心、销售机构网点办理开立基金账户的手续。本公司同时开通网上开 户功能,详细情况请登录公司线上直销系统查询。 5、投资者的开户和认购申请可同时办理,一次完成,但若开户无效,认购申请也同时无效。 6、投资者通过基金管理人直销中心首次认购本基金的最低金额为人民币50,000元(含认购费);通过 基金管理人线上直销系统认购本基金单笔最低金额为人民币1元(含认购费);通过其他销售机构的销 售网点认购本基金单笔最低金额为人民币1元(含认购费)。募集期间不设置投资者单个账户最高认购 金额限制。各销售机构对本基金最低认购 ...
股市必读:海正生材(688203)6月30日主力资金净流出1464.0万元,占总成交额16.81%
Sou Hu Cai Jing· 2025-06-30 18:33
Core Viewpoint - As of June 30, 2025, Zhejiang Haizheng Biomaterials Co., Ltd. (海正生材) reported a closing price of 12.66 yuan, reflecting a decrease of 0.24% with a turnover rate of 5.89% and a trading volume of 69,300 shares, amounting to a transaction value of 87.1 million yuan [1]. Trading Information Summary - On June 30, 2025, the fund flow for Haizheng Biomaterials was as follows: - Net outflow of main funds was 14.64 million yuan, accounting for 16.81% of the total transaction value - Net inflow of retail funds was 11.67 million yuan, representing 13.39% of the total transaction value - Net inflow of speculative funds was 2.97 million yuan, making up 3.41% of the total transaction value [2][4]. Company Announcement Summary - Zhejiang Haizheng Biomaterials announced a shareholder reduction plan: - As of the announcement date, Sinopec Capital held 13,659,494 shares, representing 6.74% of the total share capital - Sinopec Capital plans to reduce up to 3,525,600 shares within three months through block trading, which is no more than 1.74% of the total share capital, with the reduction price determined by market conditions - In the past 12 months, Sinopec Capital has reduced 2,026,780 shares, accounting for 1% of the total share capital, with a reduction price range of 10.17 to 12.02 yuan per share - Sinopec Capital has committed not to transfer or manage the shares held prior to the public offering for 12 months post-listing or three years after completing the business registration [2][4].
千禾味业董事长:让产品简单一点干净一点
Zheng Quan Shi Bao· 2025-06-30 18:10
伍超群认为,以前,千禾味业埋头拉车,踏实做好产品,而现实是企业并非做好产品就能够"躺平"的。 除了产品力,还需要做好品牌力、渠道力,千禾味业在品牌建设和渠道网点建设方面,还有很大的提升 空间。人(人才)、商(经销商)、品(产品)是一家企业三大核心战略性要点,一家企业做好这三 点,就能获得大部分的成功。 从政府层面来看,为响应社会关切问题,国家卫生健康委和国家市场监督管理总局也在近期发布了《食 品安全国家标准预包装食品标准通则》和《食品标识监督管理办法》(以下统称《新规》)。《新规》 明确禁止预包装食品使用"不添加""零添加""无添加"等用语对食品配料进行特别强调,《新规》对实施 时间设置了两年过渡期,将于2027年3月16日正式实施。 6月27日,千禾味业(603027)召开2024年度股东大会,上市公司董事长伍超群、副总裁徐毅、董事会 秘书吕科霖等高管出席现场会议,数十位机构和个人投资者到场参会。 回顾今年3月,有关"千禾0"商标与酱油"零添加"的话题引发全网讨论,各方争论将中国酱油市场的消费 升级与食品安全推向了更为广阔的公众视野。 在股东大会上,千禾味业董事长伍超群坦言,舆情的影响对品牌肯定有伤害,对销 ...
股市必读:生物股份(600201)6月30日主力资金净流入2206.21万元,占总成交额8.34%
Sou Hu Cai Jing· 2025-06-30 17:53
Group 1 - The stock price of Bio Shares (600201) closed at 8.02 yuan on June 30, 2025, with an increase of 1.52% and a turnover rate of 2.96% [1] - On June 30, the net inflow of main funds into Bio Shares was 22.06 million yuan, accounting for 8.34% of the total transaction amount [2][4] - The company announced an adjustment to the maximum repurchase price of its shares to not exceed 9.98 yuan per share due to the implementation of the 2024 annual equity distribution [2][4] Group 2 - The company plans to use its own funds to repurchase shares through centralized bidding, with a total repurchase amount not less than 80 million yuan and not exceeding 160 million yuan [2] - The profit distribution plan for 2024 is to distribute a cash dividend of 0.3 yuan per 10 shares (including tax), with the ex-dividend date set for June 26, 2025 [2] - The adjusted maximum repurchase price is calculated as 9.98 yuan per share after considering the cash dividend [2]