军工电子
Search documents
樊鑫卸任融通多元收益一年持有期混合基金 近1年单位净值上涨0.34%
Xi Niu Cai Jing· 2025-11-26 05:28
樊鑫于2023年8月开始接管融通多元收益一年持有期混合基金,2025年2月份,该基金新增两位基金经理石础、李皓,与樊鑫共同管理该基金。其中,李皓现 任融通基金固定收益研究部副总经理(主持工作)。 融通多元收益一年持有期混合基金成立于2021年8月3日,刚成立时的净认购金额约为3.50亿元,到了2025年三季度末,资产净值约为0.15亿元。 11月21日,融通基金发布公告称,基金经理樊鑫因公司内部调整离任融通多元收益一年持有期混合基金。 | 离任基金经理姓名 | 樊雲 | | --- | --- | | 离任原因 | 内部调整 | | 离任日期 | 2025年11月21日 | | 转任本公司其他工作岗位的说明 | | 截至三季度末,融通多元收益一年持有期混合基金持有股票占比为25.55%,持有债券占比为65.48%,共持有8只股票,分别为江山股份、鸿远电子、航发动 力、温氏股份、兴发集团、学大教育、明阳智能、扬农化工。 融通多元收益一年持有期混合基金三季报显示,三季度,该基金保持较高股票仓位,对组合进行部分调整,减持部分养殖、顺周期消费,加配半导体、军工 电子、农药、医疗器械、风电。 风险提示:观点仅供参考,不 ...
国睿科技跌2.01%,成交额2.62亿元,主力资金净流出2511.52万元
Xin Lang Zheng Quan· 2025-11-25 05:20
分红方面,国睿科技A股上市后累计派现11.73亿元。近三年,累计派现5.40亿元。 国睿科技所属申万行业为:国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括:工业软件、中国电 科集团、军工电子、航母产业、低空经济等。 截至9月30日,国睿科技股东户数3.29万,较上期减少10.35%;人均流通股37704股,较上期增加 11.54%。2025年1月-9月,国睿科技实现营业收入21.18亿元,同比增长6.68%;归母净利润3.73亿元,同 比增长1.15%。 国睿科技今年以来股价涨38.17%,近5个交易日涨2.21%,近20日跌6.95%,近60日跌7.30%。 资料显示,国睿科技股份有限公司位于江苏省南京市建邺区江东中路359号国睿大厦1号楼,成立日期 1994年6月28日,上市日期2003年1月28日,公司主营业务涉及空管雷达、气象雷达及应用系统、轨道交 通信号系统、微波器件、特种电源等产品的研发、生产、调试、销售以及相关服务。主营业务收入构成 为:雷达装备及相关系统90.07%,智慧轨交5.11%,工业软件及智能制造4.82%。 11月25日,国睿科技盘中下跌2.01%,截至13:14,报27.32元 ...
中航光电涨2.03%,成交额3.77亿元,主力资金净流入2637.45万元
Xin Lang Cai Jing· 2025-11-24 06:48
11月24日,中航光电盘中上涨2.03%,截至14:21,报35.26元/股,成交3.77亿元,换手率0.52%,总市值 746.90亿元。 资金流向方面,主力资金净流入2637.45万元,特大单买入3650.08万元,占比9.68%,卖出1284.30万 元,占比3.40%;大单买入7020.58万元,占比18.61%,卖出6748.91万元,占比17.89%。 中航光电今年以来股价跌8.42%,近5个交易日跌2.38%,近20日跌6.57%,近60日跌14.83%。 机构持仓方面,截止2025年9月30日,中航光电十大流通股东中,富国中证军工龙头ETF(512710)位 居第四大流通股东,持股2869.74万股,相比上期增加427.08万股。香港中央结算有限公司位居第六大流 通股东,持股2370.94万股,相比上期增加326.10万股。华泰柏瑞沪深300ETF(510300)位居第八大流 通股东,持股2170.06万股,相比上期减少96.14万股。易方达国防军工混合A(001475)位居第九大流 通股东,持股2130.36万股,相比上期减少212.50万股。易方达沪深300ETF(510310)位居第十大 ...
睿创微纳涨2.09%,成交额1.65亿元,主力资金净流入441.46万元
Xin Lang Cai Jing· 2025-11-19 05:54
Core Insights - The stock price of Ruichuang Micro-Nano increased by 2.09% on November 19, reaching 79.99 CNY per share, with a total market capitalization of 36.814 billion CNY [1] - The company has seen a year-to-date stock price increase of 70.74% and a recent 5-day increase of 4.07% [1] Financial Performance - For the period from January to September 2025, Ruichuang Micro-Nano reported a revenue of 4.086 billion CNY, representing a year-on-year growth of 29.72% [2] - The net profit attributable to shareholders for the same period was 707 million CNY, reflecting a year-on-year increase of 46.21% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 4.51% to 14,400, while the average circulating shares per person decreased by 3.63% to 31,954 shares [2] - The company has distributed a total of 331 million CNY in dividends since its A-share listing, with 199 million CNY distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 20.1484 million shares, an increase of 6.9823 million shares from the previous period [3] - The top ten circulating shareholders include various funds, with notable changes in holdings among them, such as a decrease in shares held by the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF [3]
新劲刚涨2.05%,成交额8386.18万元,主力资金净流入104.77万元
Xin Lang Zheng Quan· 2025-11-19 05:30
Core Points - The stock price of New Jingang increased by 2.05% on November 19, reaching 19.42 CNY per share, with a total market capitalization of 4.883 billion CNY [1] - The company has experienced a year-to-date stock price decline of 9.68%, but has seen a 3.79% increase over the last five trading days [1] - New Jingang's main business involves the research, development, production, and sales of high-performance metal matrix composites and products, primarily serving the military electronics information industry [1] Financial Performance - For the period from January to September 2025, New Jingang reported a revenue of 270 million CNY, a year-on-year decrease of 33.18%, and a net profit attributable to shareholders of 11.226 million CNY, down 90.04% year-on-year [2] - The company has distributed a total of 103 million CNY in dividends since its A-share listing, with 68.081 million CNY distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders for New Jingang decreased by 2.82% to 23,500, while the average number of circulating shares per person increased by 2.90% to 9,215 shares [2] - Notable changes in institutional holdings include a significant reduction in shares held by Huashang Advantage Industry Mixed Fund, while Guangfa Advantage Growth Stock Fund entered the top ten shareholders [3]
国睿科技涨2.10%,成交额1.29亿元,主力资金净流入164.00万元
Xin Lang Cai Jing· 2025-11-19 03:01
11月19日,国睿科技盘中上涨2.10%,截至10:42,报27.29元/股,成交1.29亿元,换手率0.39%,总市值 338.90亿元。 资金流向方面,主力资金净流入164.00万元,特大单买入238.35万元,占比1.85%,卖出492.55万元,占 比3.82%;大单买入2141.09万元,占比16.60%,卖出1722.89万元,占比13.36%。 国睿科技今年以来股价涨38.02%,近5个交易日涨2.75%,近20日跌4.58%,近60日跌3.40%。 资料显示,国睿科技股份有限公司位于江苏省南京市建邺区江东中路359号国睿大厦1号楼,成立日期 1994年6月28日,上市日期2003年1月28日,公司主营业务涉及空管雷达、气象雷达及应用系统、轨道交 通信号系统、微波器件、特种电源等产品的研发、生产、调试、销售以及相关服务。主营业务收入构成 为:雷达装备及相关系统90.07%,智慧轨交5.11%,工业软件及智能制造4.82%。 分红方面,国睿科技A股上市后累计派现11.73亿元。近三年,累计派现5.40亿元。 机构持仓方面,截止2025年9月30日,国睿科技十大流通股东中,华夏军工安全混合A(002 ...
华丰科技跌2.00%,成交额5.12亿元,主力资金净流出2284.28万元
Xin Lang Cai Jing· 2025-11-19 02:11
11月19日,华丰科技盘中下跌2.00%,截至09:53,报85.56元/股,成交5.12亿元,换手率3.25%,总市值 394.43亿元。 资料显示,四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号,成立日期1994年11月 21日,上市日期2023年6月27日,公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为:组件61.65%,连接器29.83%,系统互连产品 5.90%,其他配套件1.68%,其他(补充)0.94%。 华丰科技所属申万行业为:国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括:军工电子、高铁、 轨道交通、高速连接器、机器人概念等。 截至9月30日,华丰科技股东户数3.06万,较上期增加37.52%;人均流通股5942股,较上期减少 27.28%。2025年1月-9月,华丰科技实现营业收入16.59亿元,同比增长121.47%;归母净利润2.23亿元, 同比增长558.51%。 分红方面,华丰科技A股上市后累计派现2304.96万元。 资金流向方面,主力资金净流出2284.28万元,特大单买入4547.72万元, ...
华丰科技涨2.09%,成交额5.05亿元,主力资金净流出3312.91万元
Xin Lang Cai Jing· 2025-11-18 02:10
Core Viewpoint - Huafeng Technology's stock has shown significant growth this year, with a year-to-date increase of 160.59%, indicating strong market performance and investor interest [1][2]. Company Overview - Huafeng Technology, established on November 21, 1994, is located in Mianyang, Sichuan Province, and was listed on June 27, 2023. The company specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [2]. - The revenue composition of Huafeng Technology includes components (61.65%), connectors (29.83%), system interconnection products (5.90%), and other supporting components (1.68%) [2]. Financial Performance - For the period from January to September 2025, Huafeng Technology achieved a revenue of 1.659 billion yuan, representing a year-on-year growth of 121.47%. The net profit attributable to the parent company was 223 million yuan, showing a remarkable increase of 558.51% [2]. - As of September 30, 2025, the company has distributed a total of 23.0496 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On November 18, Huafeng Technology's stock price rose by 2.09%, reaching 87.27 yuan per share, with a trading volume of 505 million yuan and a turnover rate of 3.27%. The total market capitalization is 40.231 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 18, where it recorded a net purchase of 203 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 37.52% to 30,600, with an average of 5,942 circulating shares per person, a decrease of 27.28% [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, and several mutual funds have increased their holdings [3].
新劲刚跌2.01%,成交额2107.15万元,主力资金净流出16.55万元
Xin Lang Cai Jing· 2025-11-18 02:00
11月18日,新劲刚盘中下跌2.01%,截至09:43,报19.02元/股,成交2107.15万元,换手率0.51%,总市 值47.82亿元。 资金流向方面,主力资金净流出16.55万元,大单买入385.38万元,占比18.29%,卖出401.93万元,占比 19.07%。 新劲刚今年以来股价跌11.54%,近5个交易日涨0.69%,近20日跌2.81%,近60日跌16.54%。 分红方面,新劲刚A股上市后累计派现1.03亿元。近三年,累计派现6808.15万元。 机构持仓方面,截止2025年9月30日,新劲刚十大流通股东中,华商优势行业混合A(000390)位居第 八大流通股东,持股145.94万股,相比上期减少97.81万股。广发优势成长股票A(011425)位居第九大 流通股东,持股120.53万股,为新进股东。长城久嘉创新成长混合A(004666)、永赢科技驱动A (008919)、广发聚丰混合A(270005)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,广东新劲刚科技股份有限公司位于广东省佛山市南海区丹灶镇五金工业区博金路6号,佛山市 禅城区张槎街道古新路70号佛山高新区科技产业园六座(自 ...
国睿科技涨2.03%,成交额1.01亿元,主力资金净流入767.60万元
Xin Lang Cai Jing· 2025-11-13 05:35
Core Viewpoint - Guorui Technology's stock has shown a year-to-date increase of 37.06%, despite recent declines in the short term, indicating potential volatility in its market performance [1][2]. Financial Performance - As of September 30, 2025, Guorui Technology reported a revenue of 2.118 billion yuan, representing a year-on-year growth of 6.68%, while the net profit attributable to shareholders was 373 million yuan, reflecting a growth of 1.15% [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.173 billion yuan, with 540 million yuan distributed over the past three years [3]. Shareholder Structure - The number of shareholders decreased by 10.35% to 32,900, while the average number of tradable shares per person increased by 11.54% to 37,704 shares [2]. - Notable institutional shareholders include Huaxia Military Safety Mixed Fund, which increased its holdings by 7.814 million shares, and the Southern Military Reform Flexible Allocation Mixed Fund, which added 190,000 shares [3]. Market Activity - On November 13, Guorui Technology's stock price rose by 2.03% to 27.10 yuan per share, with a trading volume of 101 million yuan and a turnover rate of 0.30% [1]. - The stock experienced a net inflow of 7.676 million yuan from major funds, with significant buying activity from large orders [1]. Business Overview - Guorui Technology, established on June 28, 1994, and listed on January 28, 2003, specializes in the research, production, and sales of air traffic control radar, meteorological radar, and related systems, contributing 90.07% to its main business revenue [1]. - The company operates within the defense and military electronics sector, with additional involvement in industrial software and smart manufacturing [1].