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元件行业上市公司财务总监PK:大专学历平均薪酬高于本科,主要受生益电子唐慧芬282.97万元高薪拉动
Xin Lang Cai Jing· 2025-08-08 06:20
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 数据显示,截止7月29日,A股市场共有5817家上市公司。作为上市公司核心管理层关键成员,财务总 监CFO不仅需要确保公司财务稳健、资金高效运转,更需要从财务视角为公司的战略制定提供支撑,其 能力与决策直接影响公司的财务健康、战略成败、资本市场形象乃至生存风险。据2024年年报显示,去 年A股CFO(财务总监、财务负责人等)薪酬合计达42.43亿元,平均薪酬76.03万元。 分行业来看,元件行业信息完备的上市公司CFO共有45位,2024年CFO平均薪酬为100.59万元,在124 个申万一级行业中排名第30位,CFO薪资水平处于行业前列。此外, 2024年元件行业CFO平均薪资水 平相较上年上升13.41万元,薪酬增幅在124个申万一级行业中排名第14位,亦处于行业前列。 从元件行业的CFO薪酬分布角度来看,45位CFO中有18位的薪酬水平处于50万元到100万元之间,占比 为四成。此外,元件行业中薪酬超100万元的CFO共有19位,占比也为四成。其中,薪酬最高的CFO为 生益电子唐慧芬,其薪资为282.97万元。尾随其后的为 ...
元件行业上市公司董秘PK:专科学历平均薪酬远超本硕学历,主要受生益电子唐慧芬282.97万元高薪拉动
Xin Lang Cai Jing· 2025-08-08 06:17
Summary of Key Points Core Viewpoint - The 2024 A-share Secretary Data Report reveals that 1,144 secretaries earn over one million yuan, accounting for over 21% of the total [1] Group 1: Overall Compensation Data - As of July 29, there are 5,817 listed companies in the A-share market, with a total compensation for secretaries reaching 4.086 billion yuan and an average salary of 754,300 yuan [1] - In the components industry, there are 70 listed companies, with an average secretary salary of 960,000 yuan, ranking 13th among 125 secondary industries [1] - The average salary for secretaries in the components industry increased by 120,700 yuan compared to the previous year, ranking 11th in salary growth among 125 primary industries [1] Group 2: Salary Distribution in Components Industry - Among the 70 secretaries in the components industry, 33 have salaries between 500,000 and 1 million yuan, making up nearly 50% [1] - There are 21 secretaries in the components industry earning over 1 million yuan, accounting for 30% [1] - The highest-paid secretary is Tang Fuyun from Shengyi Technology, with a salary of 3.6902 million yuan, significantly higher than others [1] Group 3: Age and Salary Insights - The age distribution of 187 secretaries ranges from 28 to 67 years, with the majority (70%) aged between 35 and 49 [3] - The highest average salary is found in the 50-54 age group, at 1.7419 million yuan [3] - The oldest secretary is Li Minggui from Huadian Co., aged 67, while the youngest is Jiang Xiangyu from Mingyang Circuit, aged 28 [5] Group 4: Educational Background and Salary - Among the 70 secretaries, 35 hold a bachelor's degree, and 31 have a master's degree, with over 90% holding at least a bachelor's degree [6] - The three secretaries with associate degrees have an average salary of 1.4648 million yuan, which is significantly higher than the average salaries for bachelor's and master's degree holders [6] - Tang Huifen from Shengyi Electronics, aged 54, has a salary of 2.8297 million yuan, with the company's stock price increasing by 245.29% in 2024 [6] Group 5: Relationship Between Compensation and Stock Performance - An analysis of the optical electronics industry shows a positive correlation between secretary compensation and stock price performance, with stock price increases corresponding to higher salary brackets [8] - The stock price annual growth rates for different salary segments were 4.94%, 8.31%, 8.84%, and 27.30%, indicating that higher salaries may lead to better stock performance [8]
元件行业上市公司董秘PK:沪电股份李明贵年龄最大,67岁,2009年6月开始任职
Xin Lang Cai Jing· 2025-08-08 06:14
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 数据显示,截止7月29日,A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁", 在上市公司资本运作中发挥着关键作用。据2024年年报显示,去年A股董秘薪酬合计达40.86亿元,平均 薪酬75.43万元。 分行业来看,元件行业共有70家上市公司,2024年董秘平均薪酬为96.00万元,在125个申万二级行业中 排名第13位,董秘薪资水平处于前列。此外, 2024年元件行业董秘平均薪资水平相较上年上升12.07万 元,薪酬增幅在125个申万一级行业中排名第11位,亦处于行业前列。 可见,随着董秘薪酬逐渐提升,去年调研家数显著提升,分别为45次、39次、119次、81次,而上市公 司的股价表现也呈现出显著的优化,对应股价年涨跌幅分别为4.94%、8.31%、8.84%、27.30%,薪酬水 平与股价表现呈现正相关,或验证了元件行业上市公司董秘制度的有效性。 从元件行业的薪酬分布角度来看,70位董秘中有33位的薪酬水平位于50-100万元区间,占比近五成。此 外,元件行业中薪酬超100万元的董秘有21位,占比为30% ...
元件板块8月6日涨0.49%,科翔股份领涨,主力资金净流出7.03亿元
证券之星消息,8月6日元件板块较上一交易日上涨0.49%,科翔股份领涨。当日上证指数报收于 3633.99,上涨0.45%。深证成指报收于11177.78,上涨0.64%。元件板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300903 | 科翔股份 | 12.58 | 5.71% | 62.30万 | | 7.66亿 | | 002199 | *ST东晶 | 10.45 | 5.03% | 9.18万 | | 9542.62万 | | 832491 | 圆迪威 | 29.85 | 4.85% | 8.11万 | 1 | 2.38亿 | | 300476 | 胜宏科技 | 197.65 | 4.32% | 34.80万 | | 68.38亿 | | 301251 | 威尔尚 | 47.40 | 3.29% | 12.68万 | | 5.96亿 | | 301566 | 达利凯普 | 18.36 | 3.15% | 15.37万 | | 2.80亿 | | 6 ...
反内卷扎实推进,光伏走强!大全能源涨超3%,双创龙头ETF(588330)场内频现溢价,买盘资金更为强势!
Xin Lang Ji Jin· 2025-08-05 12:04
Market Overview - A-shares major indices all closed higher, with the Shanghai Composite Index rising nearly 1% and returning to 3600 points [1] - The Double Innovation Leader ETF (588330) saw an increase of 0.32% in its market price, with a total trading volume of 23.22 million yuan, a 27% increase compared to the previous day [1] Sector Performance - Photovoltaic equipment led the gains, with major stocks such as Daqo New Energy rising over 3%, Sungrow Power Supply increasing by more than 2%, Trina Solar up nearly 2%, and JinkoSolar gaining over 1% [3] - Other notable performers included Sanhua Group rising over 3%, and companies like Bichu Electronics and Lens Technology increasing by more than 2% [3] Policy Impact - The "anti-involution" policy has gained momentum, with significant signals released from top-level meetings focusing on the photovoltaic industry [4] - Policies such as "not selling below cost" have led to a shift in pricing strategies within the industry, with prices for N-type raw materials and granular silicon rising by 36% and 31.3% respectively since late June [4] Future Outlook - Analysts expect a recovery in the photovoltaic industry, with a return to normalized competition and potential structural reforms [4] - The technology sector is anticipated to accelerate, with a focus on areas benefiting from policy support and emerging trends in AI and new industries [4] Investment Opportunities - The Double Innovation Leader ETF (588330) features three main characteristics: cross-market diversification, a focus on strategic emerging industries, and a low entry threshold for investors [5] - The ETF is designed to capture the growth of top technology companies in China, providing a more efficient investment vehicle compared to direct stock investments [5]
元件板块8月5日跌0.56%,兴森科技领跌,主力资金净流出16.72亿元
证券之星消息,8月5日元件板块较上一交易日下跌0.56%,兴森科技领跌。当日上证指数报收于 3617.6,上涨0.96%。深证成指报收于11106.96,上涨0.59%。元件板块个股涨跌见下表: 从资金流向上来看,当日元件板块主力资金净流出16.72亿元,游资资金净流出1.92亿元,散户资金净流 入18.64亿元。元件板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 ...
元件板块8月4日跌0.66%,鹏鼎控股领跌,主力资金净流出13.87亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002938 | 鹏鼎控股 | 49.61 | -3.67% | 40.18万 | 19.96 Z | | 002384 | 东山精密 | 53.31 | -3.28% | 71.72万 | 38.07亿 | | 688183 | 生益电子 | 50.97 | -3.15% | 18.48万 | 9.43 Z | | 688519 | 南亚新材 | 49.05 | -3.08% | ¥ 4.30万 | 2.11亿 | | 002436 | 兴霖科技 | 17.70 | -2.96% | 139.33万 | 24.48 乙 | | 603228 | 景旺电子 | 60.88 | -2.04% | 33.22万 | 20.02亿 | | 603920 | 世运申路 | 33.00 | -1.76% | 40.39万 | 13.35 Z | | 300476 | 胜宏科技 | 188.53 | -1.47% | 32.77万 | 61.04亿 | | 6 ...
每日市场观察-20250804
Caida Securities· 2025-08-04 03:12
Market Overview - On August 1, the market experienced fluctuations with the three major indices slightly declining, and the total trading volume in the Shanghai and Shenzhen markets was 1.60 trillion CNY, a decrease of 337.7 billion CNY compared to the previous trading day[2] - The Shanghai Composite Index saw a net outflow of 2.381 billion CNY, while the Shenzhen Composite Index had a net inflow of 2.675 billion CNY[4] Sector Performance - The sectors with the highest net inflows were photovoltaic equipment, traditional Chinese medicine, and logistics, while the sectors with the highest net outflows included semiconductors, components, and ground weaponry[4] - The pharmaceutical and education sectors showed resistance but did not exhibit complete trends, indicating potential areas for continued observation[1] Economic Policy Insights - The National Development and Reform Commission (NDRC) announced that the 800 billion CNY list of "two heavy" construction projects has been fully allocated, and 735 billion CNY of central budget investment has been largely distributed[5] - The NDRC plans to implement a "AI+" initiative to enhance the application of artificial intelligence, indicating a focus on technological advancement[5] Long-term Investment Directions - Long-term investment opportunities are expected to be centered around industries supported by national policies, particularly in new energy and computing power sectors[1] - The NDRC is also working on establishing a list of national-level zero-carbon parks, which may present future investment opportunities[5] Fund Dynamics - The second batch of floating fee funds is set to launch, with three products scheduled for issuance on August 4, including a medical innovation fund with a fundraising cap of 3 billion CNY[12] - The number of private equity securities investment funds from insurance companies has increased to six, indicating a growing trend of long-term capital inflow into the market[13]
顺络电子(002138):上半年业绩高增,AI终端带动后续成长
ZHONGTAI SECURITIES· 2025-08-02 11:51
Investment Rating - The investment rating for the company is "Buy" (maintained) [3] Core Views - The company reported a revenue of 3.224 billion yuan in H1 2025, representing a year-on-year growth of 19.8%, and a net profit attributable to shareholders of 486 million yuan, with a year-on-year increase of 32.03% [4] - The company is expanding into new business areas, which is expected to open up growth opportunities [5][6] - The company has a strong performance in traditional markets such as mobile communications and consumer electronics, while also achieving significant growth in emerging markets like AI applications and automotive electronics [5] Financial Performance Summary - Revenue projections for the company are as follows: 5,040 million yuan in 2023, 5,897 million yuan in 2024, 7,276 million yuan in 2025, 8,932 million yuan in 2026, and 10,908 million yuan in 2027, with growth rates of 19%, 17%, 23%, 23%, and 22% respectively [3] - The net profit attributable to shareholders is projected to be 641 million yuan in 2023, 832 million yuan in 2024, 1,105 million yuan in 2025, 1,390 million yuan in 2026, and 1,723 million yuan in 2027, with year-on-year growth rates of 48%, 30%, 33%, 26%, and 24% respectively [3] - The company's gross margin for H1 2025 was 36.68%, with a net profit margin of 17.34% [4] Growth Opportunities - The company is actively pursuing new business lines, including hydrogen fuel cells and AI applications, which are expected to contribute to future growth [6][8] - The employee stock ownership plan indicates the company's confidence in its future performance, with a target net profit of at least 1.05 billion yuan in any of the years 2025, 2026, or 2027 to meet the unlocking conditions [4] Valuation Metrics - The projected P/E ratios for the company are 35.9 for 2023, 27.6 for 2024, 20.8 for 2025, 16.5 for 2026, and 13.4 for 2027 [3] - The projected P/B ratios are 3.9 for 2023, 3.7 for 2024, 3.2 for 2025, 2.7 for 2026, and 2.3 for 2027 [3]
元件板块8月1日跌2.4%,景旺电子领跌,主力资金净流出32.29亿元
证券之星消息,8月1日元件板块较上一交易日下跌2.4%,景旺电子领跌。当日上证指数报收于3559.95, 下跌0.37%。深证成指报收于10991.32,下跌0.17%。元件板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300319 麦捷科技 | | 1.75 Z | 16.38% | -1854.19万 | -1.74% | -1.56 Z | -14.65% | | 688183 生益电子 | | 5012.79万 | 3.66% | 4029.51万 | 2.94% | -9042.29万 | -6.60% | | 301251 | 威尔高 | 3054.20万 | 8.13% | -3041.33万 | -8.10% | -12.87万 | -0.03% | | 300408 | 三环集团 | 2540.86万 | 4.30% | 1924.69万 | 3.25% | -4465.5 ...