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万和财富早班车-20250923
Vanho Securities· 2025-09-23 02:12
力前的音 我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月23日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3828.58 | 0.22% | 上证当月连续 | 2922.6 | 0.18% | | 深证成指 | 13157.97 | 0.67% | 沪深当月连续 | 4506.4 | 0.25% | | 创业板指 | 3107.89 | 0.55% | 恒生期货指数 | 34136.17 | -0.62% | 宏观消息汇总 1。潘功胜:将进一步探索拓展中央银行的宏观审慎和金融稳定 功能,坚决守住不发生系统性金融风险的底线 2 中央网信办印发通知,部署开展为期2个月的"清朗·整治恶意 挑动负面情绪问题"专项行动,旨在营造文明理性的网络环境 3。工信部等部门印发《钢铁行业稳增长工作方案(2025-2026 年)》, 明确未来两年钢铁行业增加值年均增长目标在4%左右 二、行业最新动态 1。国内自研主控芯片部署规模将实现放量增长,相关个股: 兆 易创新(603986)、江波 ...
调研速递|格林精密接受多家机构调研,透露研发与业务拓展要点
Xin Lang Cai Jing· 2025-09-19 13:28
Core Insights - Guangdong Green Precision Components Co., Ltd. engaged with investors during the online collective reception day on September 19, 2025, addressing various topics including R&D direction, profitability, and business improvements [1][2]. Investor Relations Activity - The investor relations activity was categorized as a performance briefing and took place online from 15:30 to 17:00 on September 19, 2025, via the "Investor Relations Interactive Platform" [2]. - Key personnel present included Chairman and General Manager Mr. Wu Baoyu, Vice General Manager Mr. Jin Yaoqing, and other board members and executives [2]. R&D Focus and Profitability - The company allocates approximately 8% of its revenue to R&D, positioning it among the industry leaders [3]. - Future R&D efforts will expand into AI computing power centers, liquid cooling for heat dissipation, humanoid robots, drones, and satellite communication, with an emphasis on collaboration with universities and research institutions [3]. Business Improvement Strategies - The company aims to enhance its dual-drive capabilities in both international and domestic markets, targeting top-tier and unicorn clients internationally while strengthening domestic partnerships in robotics and drones [3]. - The company has passed the qualification review for a well-known domestic battery client, although related projects are currently on hold due to strategic adjustments by the client [3]. Shareholder Returns and Development Plans - A "Quality and Return Improvement" plan has been established, along with a three-year dividend return strategy to reward shareholders [3]. - The company emphasizes the importance of investor relations and plans to enhance communication mechanisms to convey its value to investors [3]. Industry Position and Market Performance - With over 20 years of experience in the precision components industry, the company provides products across multiple sectors and collaborates with notable firms in the drone and low-orbit satellite communication fields [3]. - The company's stock price is influenced by various factors, and it will monitor and maintain its value and shareholder rights accordingly [3]. Humanoid Robot Sector - The precision components produced by the company can be applied in the humanoid robot sector, with future plans to align with market demand, although no projects are currently underway [3]. Robotics Business Progress - The company's precision components have not been involved in any projects related to Yushu robots [3]. New Development Plans - The company will continue to strengthen its dual-drive strategy, expanding its market presence both domestically and internationally [3].