电气机械和器材制造业
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中国电研:初步确定的本次询价转让价格为24.09元/股
Di Yi Cai Jing· 2025-09-23 08:25
中国电研晚间公告,根据2025年9月23日询价申购情况,初步确定的本次询价转让价格为24.09元/股。 参与本次询价转让报价的机构投资者家数为17家,涵盖了基金管理公司、证券公司、合格境外机构投资 者及私募基金管理人等专业机构投资者。参与本次询价转让报价的机构投资者合计有效认购股份数量为 964.5万股,对应的有效认购倍数为1.19倍。本次询价转让拟转让股份已获全额认购,初步确定受让方为 15家机构投资者,拟受让股份总数为809万股。 (文章来源:第一财经) ...
证券代码:688128 证券简称:中国电研 公告编号:2025-033
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-23 08:17
股东广州凯天投资管理中心(有限合伙)保证向本公司提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其真实性、准确性和完整性依法承担法律责任。 本公司及全体董事保证本公告内容与信息披露义务人提供的信息一致。 重要内容提示: 登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ● 拟参与中国电器科学研究院股份有限公司(以下简称"中国电研")首发前股东询价转让(以下简 称"本次询价转让")的股东为广州凯天投资管理中心(有限合伙)(以下简称"凯天投资"或"出让 方"); ● 出让方拟转让股份的总数为8,090,000股,占中国电研总股本的比例为2.00%; ● 本次询价转让不通过集中竞价交易方式或大宗交易方式进行,不属于通过二级市场减持。受让方通过 询价转让受让的股份,在受让后6个月内不得转让; ● 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资者。 一、拟参与转让的股东情况 (一)出让方的名称、持股数量、持股比例 出让方委托中信建投证券股份有限公司(以下简称"中信建投证券")组织实施本次询价转让。截至2025 年9 ...
德昌电机控股逆市上涨,年内股价累涨3.2倍,花旗看好公司销售额恢复增长
Zhi Tong Cai Jing· 2025-09-23 07:36
Core Insights - Citi previously noted that Delta Electronics announced its first fiscal quarter sales performance and established two equity joint ventures with Shanghai Electric, enhancing its component engineering capabilities in new business areas [2] - Although Delta Electronics' first fiscal quarter sales declined by 2%, robust backlog orders are expected to lead to a recovery in sales during the second and third quarters [2] - The company is experiencing strong momentum in the humanoid robot market, which is anticipated to bring larger-scale business opportunities [2] Summary by Categories - **Sales Performance** - Delta Electronics reported a 2% decline in sales for the first fiscal quarter [2] - The company expects sales to recover in the second and third quarters due to strong backlog orders [2] - **Joint Ventures** - In July, Delta Electronics announced that its wholly-owned subsidiary, Delta Automotive Electronics, formed two equity joint ventures with Shanghai Electric to engage in the design and manufacturing of humanoid robot components in China [2] - **Product Development** - According to the company's website, the AI server thermal management business includes components such as cooling pumps [2] - The company plans to launch the new DCP series liquid cooling pumps by May 2025, designed for modern data centers and AI server architectures, featuring high efficiency, low noise, and modular design [2]
精达股份股价涨5.23%,博时基金旗下1只基金重仓,持有677.47万股浮盈赚取318.41万元
Xin Lang Cai Jing· 2025-09-23 07:16
Group 1 - The stock price of Jingda Co., Ltd. increased by 5.23% on September 23, reaching 9.46 CNY per share, with a trading volume of 1.797 billion CNY and a turnover rate of 9.24%, resulting in a total market capitalization of 20.331 billion CNY [1] - Jingda Co., Ltd. has seen its stock price rise for four consecutive days, with a cumulative increase of 6.26% during this period [1] - The company, established on July 12, 2000, and listed on September 11, 2002, specializes in the manufacturing and sales of enameled wire, bare copper wire, electrical cables, and drawing dies [1] Group 2 - The main revenue composition of Jingda Co., Ltd. includes enameled wire (72.24%), automotive and electronic wires (14.36%), special conductors (4.85%), others (3.30%), bare copper wire (3.13%), and copper and aluminum rods (2.13%) [1] - According to data from the top ten holdings of funds, Bosera Fund has a significant position in Jingda Co., Ltd., with its Bosera Selected Mixed A Fund (050004) reducing its holdings by 4.1718 million shares in the second quarter, now holding 6.7747 million shares, which accounts for 3.78% of the fund's net value [2] - The Bosera Selected Mixed A Fund has achieved a year-to-date return of 42.05%, ranking 1613 out of 8172 in its category, and a one-year return of 56.86%, ranking 2624 out of 7995 [2]
德昌电机控股逆市涨超4% 年内股价累涨3.2倍 花旗看好公司销售额恢复增长
Zhi Tong Cai Jing· 2025-09-23 07:04
Core Viewpoint - Dechang Motor Holdings (00179) has seen its stock price rise over 4%, reaching a new high of HKD 44.58, with a year-to-date increase of 320% [1] Group 1: Stock Performance - As of the latest report, the stock is up 4.48%, trading at HKD 44.3, with a trading volume of HKD 554 million [1] - The stock price has increased by 320% since the beginning of the year [1] Group 2: Business Developments - Citigroup noted that Dechang Motor's first fiscal quarter sales declined by 2%, but strong backlog orders are expected to lead to sales recovery in the second and third quarters [1] - The company has established two equity joint ventures with Shanghai Mechanical and Electrical (600835) to enhance its component engineering capabilities in new business areas [1] Group 3: Market Opportunities - The company is experiencing positive momentum in the humanoid robot market, which is anticipated to create larger business opportunities [1] - In July, Dechang Motor announced that its wholly-owned subsidiary, Dechang Automotive Electric, formed two joint ventures with Shanghai Mechanical and Electrical to design and manufacture humanoid robot components in China [1] - The company is also involved in AI server thermal management, including cooling pumps and other thermal management system components, with a new DCP series liquid cooling pump set to launch in May 2025 [1]
兆龙互连股价涨5%,南方基金旗下1只基金位居十大流通股东,持有85.08万股浮盈赚取255.24万元
Xin Lang Cai Jing· 2025-09-23 06:01
Group 1 - The core viewpoint of the news is that Zhaolong Interconnect has seen a 5% increase in stock price, reaching 62.99 CNY per share, with a trading volume of 875 million CNY and a turnover rate of 5.71%, resulting in a total market capitalization of 19.698 billion CNY [1] - Zhaolong Interconnect, established on August 21, 1995, and listed on December 7, 2020, specializes in the design, manufacturing, and sales of data cables, special cables, and connection products [1] - The revenue composition of Zhaolong Interconnect includes: 43.60% from data communication cables of 6 categories and below, 20.81% from data communication cables of 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [1] Group 2 - Among the top ten circulating shareholders of Zhaolong Interconnect, a fund under Southern Fund ranks first, with the Southern CSI 1000 ETF (512100) newly entering the top ten in the second quarter, holding 850,800 shares, which accounts for 0.33% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 27.06% and a one-year return of 69.5% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 322 days, with a total asset scale of 94.976 billion CNY [3]
科达利:公司目前订单充足 生产经营情况良好
Zheng Quan Shi Bao Wang· 2025-09-23 05:24
人民财讯9月23日电,科达利(002850)9月23日在互动平台表示,公司目前订单充足,生产经营情况良 好。 ...
新时达最新股东户数环比下降6.09% 筹码趋向集中
Zheng Quan Shi Bao Wang· 2025-09-23 05:06
融资融券数据显示,该股最新(9月22日)两融余额为4.35亿元,其中,融资余额为4.35亿元,本期筹码 集中以来融资余额合计增加6968.92万元,增幅为19.06%。 公司发布的半年报数据显示,上半年公司共实现营业收入16.44亿元,同比增长8.45%,实现净利润 186.54万元,同比增长109.95%,基本每股收益为0.0028元,加权平均净资产收益率0.15%。(数据宝) 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 新时达9月23日披露,截至9月20日公司股东户数为44166户,较上期(9月10日)减少2865户,环比降幅 为6.09%。 证券时报·数据宝统计,截至发稿,新时达最新股价为19.08元,下跌4.07%,本期筹码集中以来股价累 计上涨6.41%。具体到各交易日,5次上涨,4次下跌,其中,涨停1次。 (文章来源:证券时报网) ...
华通线缆股价跌5.12%,国海富兰克林基金旗下1只基金重仓,持有100股浮亏损失131元
Xin Lang Cai Jing· 2025-09-23 03:24
Group 1 - The core viewpoint of the news is that Huadong Cable experienced a decline of 5.12% in its stock price, reaching 24.29 yuan per share, with a trading volume of 205 million yuan and a turnover rate of 1.63%, resulting in a total market capitalization of 12.412 billion yuan [1] - Huadong Cable, established on June 21, 2002, and listed on May 11, 2021, is primarily engaged in the research, production, and sales of electrical wires and cables, with its main business revenue composition being 87.20% from electrical wires and cables, 9.73% from continuous pipes and operating devices, and 3.07% from other supplementary sources [1] Group 2 - From the perspective of major fund holdings, Guohai Franklin Fund has one fund heavily invested in Huadong Cable, specifically the Guofu Balanced Pension Three-Year Mixed (FOF) A (008625), which held 100 shares in the second quarter, unchanged from the previous period, making it the largest holding [2] - The Guofu Balanced Pension Three-Year Mixed (FOF) A (008625) was established on June 3, 2020, with a current scale of 205 million yuan, achieving a year-to-date return of 12.22% and ranking 567 out of 1048 in its category, while its one-year return stands at 32.37%, ranking 389 out of 1009 [2] - The fund manager, Wu Xian, has a tenure of 5 years and 114 days, with the fund's total asset scale at 274 million yuan, achieving the best return of 29.08% and the worst return of 8.27% during his tenure [2]
博菲电气股价跌5.1%,中信保诚基金旗下1只基金位居十大流通股东,持有50万股浮亏损失80万元
Xin Lang Cai Jing· 2025-09-23 02:43
Core Viewpoint - Bofei Electric experienced a 5.1% decline in stock price on September 23, closing at 29.80 CNY per share, with a total market capitalization of 2.422 billion CNY, marking a cumulative drop of 4.5% over four consecutive days [1] Company Overview - Bofei Electric, established on March 7, 2007, is located in Haining Economic Development Zone, Zhejiang Province. The company specializes in the research, production, and sales of electrical insulation materials and polymer composite materials [1] - The main revenue composition includes: - Insulation resin: 49.46% - Slot wedges and laminated products: 22.51% - Mica products: 10.85% - Fiber products: 7.50% - Others: 6.12% - Binding products: 3.56% [1] Shareholder Analysis - CITIC Prudential Fund's multi-strategy mixed fund (LOF) A (165531) is among the top ten circulating shareholders of Bofei Electric, having increased its holdings by 318,500 shares in Q2, totaling 500,000 shares, which represents 2.69% of the circulating shares [2] - The fund has incurred a floating loss of approximately 800,000 CNY today, with a cumulative floating loss of 740,000 CNY during the four-day decline [2] - The fund was established on June 16, 2017, with a current size of 1.245 billion CNY. Year-to-date returns stand at 37.35%, ranking 2094 out of 8172 in its category, while the one-year return is 75.25%, ranking 1493 out of 7995 [2] - The fund managers, Jiang Feng and Wang Ying, have tenures of 5 years and 8 years respectively, with significant returns during their management periods [2]