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机构最新调研路线图出炉 中科曙光、海光信息最受关注
Di Yi Cai Jing· 2025-12-13 13:47
从调研行业来看,机构持续聚焦工业机械、电子元件、电气部件与设备等板块。 据统计,欧科亿获机构调研6次,博盈特焊获调研4次。 Wind数据显示,机构本周(12月8日至12月12日)共调研了195家上市公司,其中中科曙光、海光信息 最获关注,参与调研的机构均为341家。伟创电气、超捷股份、胜宏科技分别获112、73、59家机构调 研。 ...
累计引入险资破万亿元 连续四年增量超千亿元—— “险资入豫”三年带来了什么
He Nan Ri Bao· 2025-12-11 23:33
12月11日,2025年"保险资管河南行"产融对接会在郑州航空港区举行。这场高规格的产业对接会,已成 为保险资金与中原产业精准对接的重要纽带和高能级平台。 主题分享环节,国内头部保险资管机构代表围绕保险资金优势发挥、另类投资创新、行业发展展望等核 心议题分享前沿实践,为河南产业融资提供了新思路与新方案。 交流环节,观点碰撞,诚意满满。保险资管机构、AIC机构等代表共探产融协同新模式,为险资服务区 域产业出谋划策;项目路演现场,省内多家重点企业携基础设施、先进制造、产业园区等领域优质项目 集中亮相,与在场金融机构面对面洽谈,达成多项初步合作意向。 "保险资金是天然的耐心资本,我们非常看好河南未来的发展,将会持续加大在豫投资。"建信保险资产 管理有限公司副总裁林玉霜交流时说。 从2023年首届"保险资管河南行"活动启动以来,"险资入豫"这三年,对河南而言,可谓收获满满。在省 委、省政府大力推进下,河南与各保险资管机构深化合作、相向而行,充分发挥保险资金耐心、长期的 优势,源源不断的金融"活水"持续流向重大战略、重大项目和重点企业。 先来看一组数据,保险资金对河南实体经济的赋能作用持续凸显:截至今年10月末,河南累 ...
Baker Hughes Acquisition Puts Chart Industries on BCK Capital's Radar
The Motley Fool· 2025-12-08 22:06
The M&A focused investment firm opened a $4.13 million position in Chart Industries.BCK Capital Management LP bought 20,628 shares of Chart Industries (GTLS +0.04%). The position was valued at $4.13 million as of the end of Q3 2025.What happenedBCK Capital Management opened a new position in Chart Industries in the third quarter, making the company its third-largest holding. According to a Securities and Exchange Commission (SEC) filing dated Nov. 7, 2025, the fund acquired 20,628 GTLS shares. The purchase ...
震荡中关注防御板块,自由现金流ETF(159201)连续20日合计“吸金”超21亿元,把握政策与资金双重确定性
Mei Ri Jing Ji Xin Wen· 2025-12-05 07:05
Group 1 - The core viewpoint of the news highlights the strong performance of the Free Cash Flow ETF (159201), which has seen a 1.26% increase and a trading volume exceeding 4.4 billion yuan, leading its category [1] - The ETF has experienced continuous capital inflow for 20 consecutive trading days, totaling a net inflow of 2.106 billion yuan, indicating growing investor interest [1] - The current size of the Free Cash Flow ETF (159201) has reached 7.615 billion yuan with 6.405 billion shares, both marking all-time highs since its inception [1] Group 2 - According to Everbright Securities, the recent rise in the A-share market is driven by multiple favorable factors, including expectations of a Federal Reserve rate cut in December and easing concerns over the AI bubble in the US stock market [1] - The market is expected to remain in a bull phase, but the duration of the bull market may be more significant than the magnitude of the increase, as guided by national policies promoting a "slow bull" [1] - In terms of asset allocation, short-term focus should be on defensive and consumer sectors, as previously lagging sectors may perform better during market fluctuations, particularly high dividend and consumer stocks [1][2]
中捷资源:广州农商银行拟公开拍卖所持公司8.84%股份
Xin Lang Cai Jing· 2025-12-04 12:47
中捷资源公告,持股5%以上股东广州农村商业银行股份有限公司拟通过公开拍卖确定受让方的方式协 议转让所持中捷资源全部股份1.06亿股,占公司总股本的8.84%。本次拍卖相关竞买公告拟于2025年12 月4日在广州市公物拍卖行有限公司拍卖平台挂出。公司目前仍处于无控股股东、无实际控制人状态, 本次拍卖事项暂不会对公司治理结构及持续经营产生重大影响。 ...
大族数控递表港交所
Mei Ri Jing Ji Xin Wen· 2025-12-02 14:42
每经AI快讯,12月2日,港交所文件显示,深圳市大族数控(301200)科技股份有限公司向港交所提交 上市申请书,独家保荐人为中金公司(601995)。 ...
深交所:远大智能12月2日起调出融资融券标的证券名单
智通财经网· 2025-12-01 10:43
智通财经APP获悉,12月1日,深交所发布《关于将沈阳远大智能工业集团股份有限公司股票调出融资融券标的证券名单的公告》。 远大智能(002689.SZ)将自2025年12月2日起被深交所实行风险警示,根据《深圳证券交易所融资融券交易实施细则(2023年修订)》相 关规定,深交所于2025年12月2日起将该股票调出融资融券标的证券名单。 ...
机构本周共调研了263家上市公司 杰瑞股份最获关注
Mei Ri Jing Ji Xin Wen· 2025-11-30 08:47
Group 1 - A total of 263 listed companies were researched by institutions this week, with Jerry Holdings receiving the most attention from 168 participating institutions [1] - Other companies such as Amlogic and Fulaixin Materials also attracted over 100 institutional research engagements [1] - In terms of total research frequency, Haixia Holdings and Weisheng Information were researched 4 times, while companies like Slin, Baiyun Airport, and Weixing Holdings were researched 2 times each [1] Group 2 - Institutions are continuously focusing on sectors such as industrial machinery, electronic components, chemicals, and electrical equipment [2]
机构最新调研路线图出炉 杰瑞股份最获关注
Di Yi Cai Jing· 2025-11-30 08:42
Group 1 - A total of 263 listed companies were investigated by institutions this week, with Jerry Holdings receiving the most attention from 168 participating institutions [1] - Other companies such as Jingchen Co. and Fulei New Materials also attracted over 100 institutional investigations [1] - In terms of total investigation frequency, Haixia Co. and Weisheng Information were investigated 4 times, while 14 companies including Siling Co., Baiyun Airport, and Weixing Co. were investigated 2 times each [1] Group 2 - Institutions continue to focus on sectors such as industrial machinery, electronic components, chemicals, and electrical equipment [1]
Deere stock: six ways AI could drive it much higher in 2026
Invezz· 2025-11-26 19:27
Core Viewpoint - Deere's shares are experiencing a slight decline due to the company's announcement that tariffs and cost pressures will continue to be a "persistent challenge" in fiscal 2026 [1] Company Summary - The company is headquartered in Moline and is facing ongoing challenges related to tariffs and rising costs, which are expected to impact its financial performance in the upcoming fiscal year [1]