金属制品业
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富维股份(600742.SH):将积极拓展与机器人相关的镁合金业务
Ge Long Hui· 2025-09-26 08:41
Core Viewpoint - Fuwei Co., Ltd. is focusing on magnesium alloy business, particularly in semi-solid injection processes, which offer advantages over aluminum alloys in terms of weight, performance, and precision, aligning well with the demand for robotic skeleton products [1] Group 1 - The magnesium alloy business is being developed by Fuwei Co., Ltd. with a focus on semi-solid injection technology [1] - Magnesium alloys are lighter, perform better, and have higher precision compared to aluminum alloy products [1] - There is a strong alignment between the magnesium alloy products and the needs of the robotics industry, indicating potential growth opportunities [1]
泰嘉股份披露对外担保进展,额度内新增两笔担保
Xin Lang Cai Jing· 2025-09-26 08:14
近日,湖南泰嘉新材料科技股份有限公司发布对外担保进展公告。公司此前已通过为子公司罗定雅达、 泰嘉合金提供担保的议案,授权期限一年。现新增两笔担保:与民生银行长沙分行签订合同,为泰嘉合 金 1000 万元短期流动资金贷款提供连带责任保证;与浙商银行长沙分行签订合同,为罗定雅达最高余 额 5000 万元的系列债权债务合同提供连带责任保证,均在股东大会审批额度内。截至公告披露日,公 司审批担保额度 16.2 亿元,占 2024 年净资产 117.30%,实际担保余额 5.58 亿元,占 40.40%,且无逾 期、涉诉等不良担保情形。需注意,泰嘉合金资产负债率超 70%。 ...
嵘泰股份股价跌5.02%,安联基金旗下1只基金重仓,持有9.93万股浮亏损失21.05万元
Xin Lang Cai Jing· 2025-09-26 06:07
风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 安联中国精选混合A(021981)成立日期2024年9月3日,最新规模1.03亿。今年以来收益53.12%,同类 排名1025/8171;近一年收益81.7%,同类排名1108/8004;成立以来收益80.99%。 安联中国精选混合A(021981)基金经理为程彧。 截至发稿,程彧累计任职时间8年323天,现任基金资产总规模1.26亿元,任职期间最佳基金回报 80.99%, 任职期间最差基金回报9.1%。 9月26日,嵘泰股份跌5.02%,截至发稿,报40.10元/股,成交2.74亿元,换手率2.79%,总市值113.41亿 元。嵘泰股份股价已经连续3天下跌,区间累计跌幅6.39%。 资料显示,江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8号,成立日期2000 年6月15日,上市日期2021年2月24日,公司主营业务涉及铝合金精密压铸件的研发、生产与销售。主营 业务收入构成为:汽车类81.14%,模具类8. ...
嵘泰股份股价跌5.02%,富荣基金旗下1只基金重仓,持有4.85万股浮亏损失10.28万元
Xin Lang Cai Jing· 2025-09-26 06:07
9月26日,嵘泰股份跌5.02%,截至发稿,报40.10元/股,成交2.74亿元,换手率2.79%,总市值113.41亿 元。嵘泰股份股价已经连续3天下跌,区间累计跌幅6.39%。 责任编辑:小浪快报 富荣福锦混合A(005164)成立日期2018年3月16日,最新规模731.7万。今年以来收益23.94%,同类排 名4056/8171;近一年收益84.51%,同类排名987/8004;成立以来收益164%。 富荣福锦混合A(005164)基金经理为李延峥、毛运宏。 截至发稿,李延峥累计任职时间4年102天,现任基金资产总规模2.88亿元,任职期间最佳基金回报 79.57%, 任职期间最差基金回报-31.03%。 毛运宏累计任职时间121天,现任基金资产总规模4442.41万元,任职期间最佳基金回报29.07%, 任职 期间最差基金回报29.02%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8 ...
华翔股份股价涨5.2%,蜂巢基金旗下1只基金重仓,持有2.3万股浮盈赚取1.93万元
Xin Lang Cai Jing· 2025-09-26 05:40
Core Viewpoint - Huaxiang Co., Ltd. has seen a 5.2% increase in stock price, reaching 16.98 CNY per share, with a total market capitalization of 9.155 billion CNY as of September 26 [1] Group 1: Company Overview - Huaxiang Co., Ltd. is located in Hongtong County, Linfen City, Shanxi Province, and was established on December 29, 2008, with its listing date on September 17, 2020 [1] - The company's main business involves the research, development, production, and sales of various customized metal components [1] - Revenue composition includes: precision parts 78.91%, engineering machinery parts 12.43%, others 4.96%, supplementary others 2.32%, pig iron and renewable resources 1.37% [1] Group 2: Fund Holdings - The Hive Fund has a significant holding in Huaxiang Co., Ltd., with its flagship fund, Hive Advanced Manufacturing Mixed Initiation A (019006), holding 23,000 shares, representing 3.21% of the fund's net value [2] - The fund has achieved a year-to-date return of 44.22%, ranking 1649 out of 8171 in its category, and a one-year return of 76.25%, ranking 1306 out of 8004 [2] Group 3: Fund Manager Performance - The fund manager, Wu Qiong, has a tenure of 2 years and 43 days, with a total fund asset size of 11.8569 million CNY and a best return of 38.64% during his tenure [3] - Co-manager Sun Ke has been in position for 261 days, with the same fund asset size and a best return of 47.05% during his tenure [3]
派克新材股价涨5.46%,华泰柏瑞基金旗下1只基金重仓,持有15.17万股浮盈赚取57.49万元
Xin Lang Cai Jing· 2025-09-26 05:28
9月26日,派克新材涨5.46%,截至发稿,报73.26元/股,成交2.17亿元,换手率2.52%,总市值88.77亿 元。 资料显示,无锡派克新材料科技股份有限公司位于江苏省无锡市滨湖区胡埭工业安置区北区联合路30 号,成立日期2006年6月29日,上市日期2020年8月25日,公司主营业务涉及金属锻件的研发、生产和销 售。主营业务收入构成为:电力锻件收入38.84%,航空航天锻件收入24.63%,石化锻件收入16.15%, 废料销售收入9.69%,其他类锻件收入9.39%,受托加工收入1.16%,受托研发及检测收入0.12%,其他 收入0.02%。 从基金十大重仓股角度 数据显示,华泰柏瑞基金旗下1只基金重仓派克新材。华泰柏瑞价值增长混合A(460005)二季度持有 股数15.17万股,占基金净值比例为1.69%,位居第九大重仓股。根据测算,今日浮盈赚取约57.49万 元。 华泰柏瑞价值增长混合A(460005)成立日期2008年7月16日,最新规模6.72亿。今年以来收益 44.88%,同类排名1599/8171;近一年收益71.89%,同类排名1493/8004;成立以来收益747.54%。 华泰柏瑞 ...
航宇科技股价涨5.03%,金信基金旗下1只基金重仓,持有5100股浮盈赚取1.06万元
Xin Lang Cai Jing· 2025-09-26 02:33
Group 1 - The core viewpoint of the news is that Hangyu Technology has seen a stock price increase of 5.03%, reaching 43.44 CNY per share, with a total market capitalization of 8.281 billion CNY [1] - Hangyu Technology, established on September 4, 2006, and listed on July 5, 2021, primarily engages in the research, production, and sales of aerospace deformable metal materials and ring forgings [1] - The company's main business revenue composition includes: aerospace forgings 75.41%, aerospace forgings 7.86%, other forgings 7.23%, gas turbine forgings 6.49%, and other high-end equipment forgings 3.00% [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Hangyu Technology, with its Jin Xin Prosperity Preferred Mixed A Fund holding 5,100 shares, accounting for 1.74% of the fund's net value [2] - The Jin Xin Prosperity Preferred Mixed A Fund, established on November 2, 2023, has a latest scale of 945,500 CNY and has achieved a year-to-date return of 7.25% [2] - The fund manager, Yang Chao, has a tenure of 4 years and 140 days, with the fund's total asset scale at 2.083 billion CNY, and the best return during his tenure being 70.28% [2]
铭利达9月25日获融资买入665.33万元,融资余额8070.02万元
Xin Lang Cai Jing· 2025-09-26 01:38
Group 1 - The core viewpoint of the news is that Minglida's stock performance and financing activities indicate a mixed sentiment among investors, with notable fluctuations in trading volume and financing balances [1][2]. - On September 25, Minglida's stock price fell by 1.37%, with a trading volume of 89.32 million yuan. The financing buy-in amount was 6.65 million yuan, while the financing repayment was 4.55 million yuan, resulting in a net financing buy of 2.11 million yuan [1]. - As of September 25, the total financing and securities lending balance for Minglida was 81.51 million yuan, with the financing balance accounting for 1.72% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of August 31, the number of shareholders for Minglida increased to 12,700, representing a growth of 2.74%. The average circulating shares per person decreased by 2.66% to 14,209 shares [2]. - For the first half of 2025, Minglida reported a revenue of 1.526 billion yuan, reflecting a year-on-year growth of 37.95%. However, the net profit attributable to the parent company was a loss of 31.73 million yuan, although this represented a 67.31% increase compared to the previous year [2]. - Since its A-share listing, Minglida has distributed a total of 240 million yuan in dividends [3].
宏德股份9月25日获融资买入788.32万元,融资余额7155.75万元
Xin Lang Cai Jing· 2025-09-26 01:35
Group 1 - The core viewpoint of the news is that Hongde Co., Ltd. has shown significant financial activity and growth in its business operations, with a notable increase in revenue and net profit year-on-year [1][2]. - As of September 25, Hongde's stock price decreased by 1.01%, with a trading volume of 52.26 million yuan. The financing buy-in amount was 7.88 million yuan, while the financing repayment was 7.71 million yuan, resulting in a net financing buy-in of 0.17 million yuan [1]. - The total financing and securities balance for Hongde as of September 25 was 71.56 million yuan, accounting for 3.18% of its circulating market value, which is above the 90th percentile level over the past year [1]. Group 2 - As of June 30, the number of shareholders for Hongde reached 8,733, an increase of 3.50% compared to the previous period. The average circulating shares per person increased by 58.09% to 6,266 shares [2]. - For the first half of 2025, Hongde achieved an operating income of 440 million yuan, representing a year-on-year growth of 49.11%. The net profit attributable to the parent company was 25.22 million yuan, up 34.88% year-on-year [2]. - Since its A-share listing, Hongde has distributed a total of 51 million yuan in dividends [3].
康瑞新材靠iPhone钛边框逆袭!“70后夫妻”干出一个IPO
Sou Hu Cai Jing· 2025-09-26 00:56
Core Viewpoint - Jiangsu Kangrui New Materials Technology Co., Ltd. is preparing for an IPO on the Shenzhen Stock Exchange, driven by its role as a supplier for Apple's titanium alloy frames, despite facing internal control issues and tax violations [2][10]. Group 1: Company Overview - Kangrui New Materials, established in 2001, specializes in precision metal materials and has successfully entered Apple's supply chain since 2019 [2][3]. - The company has seen a significant increase in revenue, with projections showing growth from 1.053 billion yuan in 2022 to 2.998 billion yuan in 2024, and net profit rising from 47.55 million yuan to 404 million yuan during the same period [5][9]. Group 2: Financial Performance - Revenue from the consumer electronics sector is expected to grow from 759 million yuan in 2022 to 2.683 billion yuan in 2024, increasing its share of total revenue from 74.52% to 90.61% [5][9]. - Major clients include Foxconn and BYD, with a significant portion of revenue derived from a key client, referred to as X Company, which accounted for 74.39% of revenue in 2022 [5][7]. Group 3: Compliance Issues - The company has faced multiple compliance issues, including a tax violation resulting in a fine of 33,000 yuan for underreporting taxes by 110,000 yuan [10][12]. - Kangrui New Materials has also engaged in problematic fund transfers, with a total of 519 million yuan in loans transferred between 2020 and 2023, raising concerns about potential legal risks [10][12]. Group 4: Ownership and Governance - The company is controlled by a couple, Zhu Wei and Li Li, who hold 72.52% of the shares and have received over 65 million yuan in dividends over the past three years [15][18]. - Historical issues with shareholding arrangements have been addressed, and the company claims that all past ownership disputes have been resolved [20].