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机构风向标 | 联特科技(301205)2025年二季度已披露前十大机构持股比例合计下跌3.94个百分点
Xin Lang Cai Jing· 2025-08-27 02:28
Group 1 - Core viewpoint: 联特科技 (301205.SZ) reported its 2025 semi-annual results, revealing significant institutional investor interest with 21 institutions holding a total of 23.56 million shares, representing 18.16% of the total share capital [1] - The top ten institutional investors collectively hold 18.02% of the shares, with a decrease of 3.94 percentage points compared to the previous quarter [1] - The report indicates a notable presence of various investment firms, including Wuhan Tongchuang and Shenzhen Tongchuang, among the top shareholders [1] Group 2 - In the public fund sector, there was a slight increase in holdings from one public fund, 南方中证1000ETF, while 12 new public funds were disclosed compared to the previous quarter [2] - The newly disclosed public funds include 中航机遇领航混合发起A and 安信创新先锋混合发起A, among others [2] - One foreign institution, 香港中央结算有限公司, was newly disclosed in the current period, indicating ongoing foreign interest [2]
剑桥科技连收3个涨停板
证券时报·数据宝统计,两融数据来看,该股最新(8月26日)两融余额为14.67亿元,其中,融资余额 14.61亿元,较前一个交易日减少3633.94万元,环比下降2.43%,近3日累计减少2537.47万元,环比下降 1.71%。 剑桥科技盘中涨停,已连收3个涨停板,截至9:25,该股报88.19元,换手率0.39%,成交量105.01万股, 成交金额9260.62万元,涨停板封单金额为11.58亿元。连续涨停期间,该股累计上涨33.12%,累计换手 率为3.35%。最新A股总市值达236.37亿元。 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.08.26 | 10.00 | 0.92 | 8769.01 | | 2025.08.25 | 10.01 | 2.04 | 20497.36 | | 2025.08.22 | 5.71 | 17.19 | 11555.84 | | 2025.08.21 | -5.97 | 18.69 | -20941.15 | | 2025.08.20 | 2.81 | 23.9 ...
通鼎互联8月26日获融资买入3027.92万元,融资余额2.01亿元
Xin Lang Zheng Quan· 2025-08-27 02:12
Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Tongding Interconnection, indicating a decline in stock price and significant financing activities on August 26 [1] - On August 26, Tongding Interconnection's stock fell by 1.03%, with a trading volume of 357 million yuan. The financing buy-in amount was 30.28 million yuan, while the financing repayment was 47.51 million yuan, resulting in a net financing outflow of 17.23 million yuan [1] - As of August 26, the total balance of margin trading for Tongding Interconnection was 202 million yuan, with the financing balance accounting for 2.88% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - Tongding Interconnection, established on February 7, 2001, and listed on October 21, 2010, specializes in the research, production, and sales of optical fibers, communication cables, and related products [2] - The company's main business revenue composition includes communication cables (39.21%), power cables (38.37%), communication equipment (9.82%), optical fibers and cables (7.33%), internet security (4.12%), and other sectors (1.08%) [2] - For the first quarter of 2025, Tongding Interconnection reported an operating income of 660 million yuan, a year-on-year decrease of 15.27%, while the net profit attributable to shareholders increased by 582.97% to 132 million yuan [2] Group 3 - Since its A-share listing, Tongding Interconnection has distributed a total of 467 million yuan in dividends, with no dividends paid in the last three years [3] - As of March 31, 2025, the number of shareholders for Tongding Interconnection was 74,400, a decrease of 15.62% from the previous period, while the average circulating shares per person increased by 18.51% to 15,817 shares [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 18.47 million shares, an increase of 8.71 million shares compared to the previous period, while Dachen Zhongzheng 360 Internet+ Index A is a new shareholder with 2.95 million shares [3]
中兴通讯获融资买入15.30亿元,居两市第7位
Jin Rong Jie· 2025-08-27 01:45
融券方面,当日融券卖出3.66万股,净买入0.67万股。 8月26日,沪深两融数据显示,中兴通讯获融资买入额15.30亿元,居两市第7位,当日融资偿还额20.55 亿元,净卖出52552.58万元。 最近三个交易日,22日-26日,中兴通讯分别获融资买入31.10亿元、29.85亿元、15.30亿元。 ...
九联科技8月26日获融资买入4228.47万元,融资余额3.27亿元
Xin Lang Cai Jing· 2025-08-27 01:45
Group 1 - The core viewpoint of the news is that Jiulian Technology has shown significant trading activity and financial performance indicators, with a focus on its financing and stock performance [1][2]. - On August 26, Jiulian Technology's stock increased by 1.18%, with a trading volume of 349 million yuan. The net financing purchase on that day was 6.2654 million yuan, indicating strong investor interest [1]. - As of August 26, the total margin balance for Jiulian Technology was 327 million yuan, accounting for 5.45% of its market capitalization, which is above the 70th percentile of the past year [1]. Group 2 - As of March 31, the number of Jiulian Technology's shareholders decreased by 3.84% to 20,600, while the average circulating shares per person increased by 3.99% to 24,321 shares [2]. - For the first quarter of 2025, Jiulian Technology reported a revenue of 546 million yuan, a year-on-year decrease of 17.45%, and a net profit attributable to shareholders of -56.4841 million yuan, representing a significant decline of 1348.75% [2]. Group 3 - Since its A-share listing, Jiulian Technology has distributed a total of 48.124 million yuan in dividends, with 18.5081 million yuan distributed over the past three years [3].
AI专网践行“人工智能+”行动,海能达引领专网通信智能化变革
Xin Lang Zheng Quan· 2025-08-27 01:39
Core Insights - The article emphasizes the integration of artificial intelligence (AI) with vertical industries, highlighting the role of HaiNengDa as a leader in China's private network communication sector, promoting the "AI Private Network" concept as a model for implementing national strategies [1][6] Group 1: AI Private Network Development - HaiNengDa has proposed a comprehensive "AI Private Network" development framework, focusing on intelligent technology, application scenarios, security, and ecosystem openness, transforming traditional communication into intelligent infrastructure [2] - The AI Private Network creates a full-chain intelligent system encompassing perception, transmission, decision-making, and execution, with AI algorithms embedded in terminals for real-time data collection and local processing [2] Group 2: Application in Public Safety - The integration of AI into practical scenarios is driving a paradigm shift in public safety, moving from passive response to proactive prevention, aligning with the government's call for intelligent upgrades in key industries [3] - The AI Private Network solution introduced at the police expo features functions like seamless checks and information recognition, enabling rapid police resource coordination and incident response [3] Group 3: Global Expansion - HaiNengDa has established a service network covering over 120 countries, with overseas revenue projected to reach 51.23% by mid-2025, positioning AI Private Network technology as a core competitive advantage in international markets [4] - The company has played a key role in drafting international standards for private communication digital clusters and has received recognition for its technology solutions in Latin America and the Middle East [4] Group 4: Sustainable Innovation System - The evolution of the AI Private Network follows a strategy of foundational technology breakthroughs and open ecosystem development, achieving synergy across technology, market, and finance [5] - HaiNengDa's financial performance is strong, with a projected doubling of net profit in 2024, driven by refined operations and collaboration between emerging businesses and core products [5] Group 5: Strategic Alignment with National Goals - HaiNengDa's development path exemplifies a typical model for Chinese tech companies responding to national strategies, focusing on policy guidance, technological foundations, and practical applications [6] - The AI Private Network redefines the communication value chain, enhancing network autonomy, terminal situational awareness, and cross-domain collaboration, contributing to global digitalization efforts [6]
中际旭创(300308.SZ):2025年中报净利润为39.95亿元
Xin Lang Cai Jing· 2025-08-27 01:35
2025年8月27日,中际旭创(300308.SZ)发布2025年中报。 公司营业总收入为147.89亿元。归母净利润为39.95亿元。经营活动现金净流入为32.18亿元。 公司最新资产负债率为30.31%,较去年同期资产负债率增加0.49个百分点。 公司最新毛利率为39.33%。最新ROE为17.51%。 公司摊薄每股收益为3.64元。 公司最新总资产周转率为0.46次,较去年同期总资产周转率减少0.02次,同比较去年同期下降4.40%。最新存货周转率为1.11次,在已披露的同业公司中排名 第38,较去年同期存货周转率减少0.27次,同比较去年同期下降19.83%。 公司股东户数为12.83万户,前十大股东持股数量为3.87亿股,占总股本比例为34.87%,前十大股东持股情况如下: | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 山东中际投资控股有限公司 | 11.4 | | 2 | 王伟修 | 6.28 | | ന | 苏州益兴福企业管理中心(有限合伙) | 4.49 | | 4 | 香港中央结算有限公司 | 3.72 | | 5 | 苏州云昌锦企业管理中心(有限 ...
机构风向标 | 广和通(300638)2025年二季度已披露前十大机构累计持仓占比5.60%
Xin Lang Cai Jing· 2025-08-27 01:19
Group 1 - Guanghetong (300638.SZ) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, 23 institutional investors disclosed holding A-shares, totaling 45.05 million shares, accounting for 5.89% of Guanghetong's total share capital [1] - The top ten institutional investors include Xinyu Guanghe Chuanghong Venture Capital Partnership, Hong Kong Central Clearing Limited, and China Life Insurance Company, with the top ten investors holding a combined 5.60% of shares, an increase of 0.24 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, namely Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with an increase ratio of 0.18% [2] - One new public fund disclosed this period, Southern Huazhi Debt A, while 18 public funds were not disclosed compared to the previous quarter, including several funds from Huatai-PB and others [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 1.16% compared to the previous quarter, while one new foreign institution, BARCLAYS BANK PLC, was disclosed [2]
【机构调研记录】泉果基金调研瑞普生物、汇嘉时代等6只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
Group 1: Company Insights - Ruipu Biotech reported a comprehensive gross margin increase of 2.36 percentage points, driven by revenue scale expansion and product structure optimization, with a 17.94% year-on-year growth in the pet health sector [1] - Huijia Times has enhanced its fresh food category in Urumqi's Beijing Road shopping center, with a 1.87% increase in fresh food share and a 5% increase in cooked food [2] - Marubi Biotech expanded its audience on Douyin through targeted content, with a focus on brand building and new product launches in the second half of the year [3] - Jiangbolong's domestic market share in eSSD is second only to Solidigm and Samsung, with significant advancements in PCIe SSD and RDIMM products [4] - AVIC High-Tech is focusing on low-altitude economy strategies and has invested 9.17 billion in civil aviation composite materials projects [5] - Tianfu Communication achieved a revenue of 2.456 billion, a year-on-year increase of 57.84%, with a notable growth in active products [6] Group 2: Financial Performance - Ruipu Biotech's raw material drug segment showed significant improvement, with a gross margin increase of 14 percentage points and a reduction in losses by over 10 million compared to the previous year [1] - Huijia Times is prioritizing investor returns and enhancing dividend yields through strategic adjustments in its department stores [2] - Marubi Biotech's core product series accounts for over 70% of sales, indicating potential for further growth [3] - Jiangbolong's self-developed main control chip has shipped over 80 million units, showcasing its strong market position [4] - AVIC High-Tech expects significant improvement in cash collection in the second half of the year due to the maturity of previously received bills [5] - Tianfu Communication's gross margin decreased due to changes in product structure, with an increased focus on active products [6] Group 3: Strategic Developments - Ruipu Biotech plans to accelerate the launch of new products in the second half of the year, supported by significant R&D achievements [1] - Huijia Times is optimizing its product structure and enhancing service training to improve customer experience [2] - Marubi Biotech is set to launch a series of new products under its successful Xiaojin needle series [3] - Jiangbolong is collaborating with SanDisk to launch customized UFS products, enhancing its market presence [4] - AVIC High-Tech is deepening collaboration with core customers in the engine blade business through joint ventures [5] - Tianfu Communication is expanding its product offerings in response to customer demands, ensuring effective resource allocation [6]