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瞄准A股硬科技 外资最新调研图谱浮现
Shang Hai Zheng Quan Bao· 2025-06-04 19:18
除了电子设备和仪器、集成电路,医疗保健、工业机械、电子元件等板块也获得了较多外资机构的关 注。百济神州、汇川技术、新产业、深南电路等行业龙头接受外资调研的次数位居前列。 ◎记者 王彭 据统计,5月以来,200余家外资机构现身A股上市公司调研名单,累计调研逾500次。具体而言,以电 子设备和仪器、集成电路为代表的硬科技领域是外资关注的焦点。 Wind数据显示,截至6月4日,5月以来共有222家外资机构调研了185家A股公司,累计调研532次。在这 份调研名单上,高盛、富达、贝莱德、瑞银、安联、Point72等机构频频现身。在接受外资机构调研的 行业中,代表硬科技领域的电子设备和仪器、集成电路等板块获得最多外资机构的关注。据统计,奥普 特、澜起科技、沪电股份、奥比中光等公司均吸引了30家以上外资机构的调研。 以澜起科技为例,公司5月29日披露了一份投资者关系活动记录表,瑞银、安联、富达、Point72等知名 外资机构均现身调研名单;沪电股份近日披露的投资者关系活动记录表显示,贝莱德、富达、高盛、摩 根大通等外资机构参与了公司5月19日的特定对象调研。 被称为"华尔街最疯狂的赚钱机器"的Point72在此期间调研1 ...
莱伯泰科: 招商证券股份有限公司关于北京莱伯泰科仪器股份有限公司差异化权益分派特殊除权除息事项的核查意见
Zheng Quan Zhi Xing· 2025-06-04 15:08
招商证券股份有限公司关于 北京莱伯泰科仪器股份有限公司 截至本核查意见出具日,公司回购专用证券账户中的股份数为 674,222 股, 占公司总股本 67,452,460 股的比例为 0.9996%。 根据《中华人民共和国公司法》 差异化权益分派特殊除权除息事项的核查意见 招商证券股份有限公司(以下简称"招商证券"或"本保荐机构")作为北京莱 伯泰科仪器股份有限公司(以下简称"莱伯泰科"或"公司")首次公开发行股票并 在科创板上市的保荐机构,根据《中华人民共和国公司法》《中华人民共和国证 券法》 《上海证券交易所科创板股票上市规则》 《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等有关规定,对公司本次差异化权益分派事项(以 下简称"本次差异化分红")进行了审慎核查,具体核查情况如下: 一、本次差异化分红的原因 于以集中竞价交易方式回购公司股份方案的议案》,同意公司以部分超募资金及 自有资金通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的 部分人民币普通股(A 股)股票,在未来适宜时机将回购股份用于员工持股计划 或股权激励。回购资金总额不低于人民币 1,500.00 万元(含),不超过 ...
Waters (WAT) 2025 Conference Transcript
2025-06-04 13:45
Waters (WAT) 2025 Conference June 04, 2025 08:45 AM ET Speaker0 Everybody. I'm Tycho Peterson from the life science tools diagnostics team at Jefferies. It's my pleasure to introduce our next company this morning, Waters. We've got Udit with us. Maybe, Udit, just to kick it off, you and I were talking, walking in about ASMS and obviously a lot of new innovation coming, new products. And I think you've really revitalized the portfolio, so I think maybe that's a good place to start. Maybe just talk about some ...
宁水集团: 北京市中伦(深圳)律师事务所关于宁波水表(集团)股份有限公司差异化分红事项的法律意见书
Zheng Quan Zhi Xing· 2025-06-04 11:30
关于宁波水表(集团)股份有限公司 差异化分红事项的 法律意见书 二〇二五年六月 北京市中伦(深圳)律师事务所 关于宁波水表(集团)股份有限公司 差异化分红事项的 北京市中伦(深圳)律师事务所 法律意见书 致:宁波水表(集团)股份有限公司 北京市中伦(深圳)律师事务所(以下简称"本所")受宁波水表(集团) 股份有限公司(以下简称"公司"或"宁水集团")的委托,依据《中华人民共 和国公司法》 (以下简称"《公司法》")、 《中华人民共和国证券法》 (以下简称 《上海证券交易所上市公司自律监管指引第 7 号——回购股份》 "《证券法》")、 (以下简称"《自律监管指引第 7 号》")及《上海证券交易所股票上市规则》 (以下简称"《上市规则》")等法律、法规、规章和其他规范性文件以及《宁 波水表(集团)股份有限公司章程》(以下简称"《公司章程》")的规定,就 公司 2024 年度利润分配所涉及的差异化分红特殊除权除息处理(以下简称"本 次差异化分红")相关事项出具本法律意见书。 为出具本法律意见书,本所律师审查了公司提供的相关文件。本所律师在进 行法律审查时,公司向本所作出如下保证:公司已经向本所律师提供了为出具本 ...
宁水集团: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-04 11:09
Core Points - The company announced a cash dividend of 0.2 CNY per share for its A shares [1][5] - The dividend distribution plan was approved at the annual shareholders' meeting on May 8, 2025 [1][2] - The record date for the dividend is June 10, 2025, with the ex-dividend date and payment date both set for June 11, 2025 [1][3] Dividend Distribution Details - The total number of shares after the cancellation of repurchased shares is 201,699,184, with 199,893,684 shares eligible for the dividend distribution [2][3] - The total cash dividend to be distributed amounts to 39,978,736.80 CNY (including tax) [2][3] - The company will not issue bonus shares or increase capital from reserves, focusing solely on cash dividends [2][3] Tax Implications - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.2 CNY per share [5][6] - For shares held for less than one year, the tax will be calculated upon the sale of the shares, with a potential tax burden of 20% for shares held for one month or less [5][6] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net cash dividend of 0.18 CNY per share [6]
普源精电: 普源精电科技股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-06-04 09:12
Meeting Overview - The annual general meeting of Puyuan Precision Electric Technology Co., Ltd. is scheduled for June 25, 2025, at 1:00 PM [3][4] - The meeting will be held at the company's conference room located at 8 Keling Road, Suzhou High-tech Zone [3][4] - Shareholders must present their securities account card and identification to attend the meeting [2][3] Meeting Procedures - The meeting will include sign-in, distribution of materials, and registration for speaking [4] - The agenda includes the announcement of the number of shareholders present, reading of meeting rules, and voting on various proposals [4][5] - Voting will be conducted both on-site and through the Shanghai Stock Exchange's online voting system [3][4] Financial Performance - For 2024, the company reported a revenue of CNY 775.83 million, a 15.70% increase from CNY 670.54 million in 2023 [6][8] - The net profit attributable to shareholders decreased by 14.50% to CNY 92.30 million [8] - The company's total assets reached CNY 3.85 billion, up 17.98% from CNY 3.27 billion in 2023 [7][8] Key Financial Metrics - Basic earnings per share decreased by 18.33% to CNY 0.49 [6][7] - The company's R&D expenditure as a percentage of revenue increased to 26.64% from 21.30% [7] - The weighted average return on equity fell to 3.11% from 4.00% [7] Corporate Governance - The board of directors held 11 meetings in 2024, ensuring compliance with legal and regulatory requirements [13][14] - Independent directors actively participated in meetings and provided oversight on financial reports and significant corporate actions [14][21] - The company completed the acquisition of Beijing Nais Electronics Co., Ltd., marking a strategic shift towards comprehensive solution provision [21][22]
布鲁克发布四大新品:聚焦质谱与色谱创新
仪器信息网· 2025-06-04 09:01
导读: ASMS2025会议期间,布鲁克在会上发布timsOmni™、timsMetabo™质谱仪及proteoElute™纳流液相色谱系统等新品,引发广泛关注。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 仪器信息网讯 2 0 2 5年6月1日,第7 3届美国质谱学会年会(ASMS 2 0 2 5)在美国马里兰州巴尔的摩会议中心盛大启幕。本次盛会将持续至6月5 日,预计将吸引全球超过6 5 0 0名顶尖科学家、企业代表及行业专家齐聚一堂。会议期间,将有超过3 0 0 0篇论文通过海报和演讲形式,展示质谱 及相关领域的前沿研究成果。会议期间,布鲁克发布timsOmn i™、timsMe t a b o™质谱仪及p r o t e oEl u t e™纳流液相色谱系统等新品,引发广泛 关注。 布鲁克(纳斯达克股票代码:BRKR)在ASMS2 0 2 5年度会议上正式发布基于timsTOF质谱仪开发的全新革命性质谱系统 timsOmni™ ,为科 学研究、药物研发、临床研究及生物制剂高级质控等多个领域提供深度的完整生物大分子结构解析能力,可 ...
报名:第十二届表面分析技术应用论坛暨表面化学分析国家标准宣贯会网络研讨会
仪器信息网· 2025-06-04 09:01
特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 2025 年全国两会及政府工作报告中,多次强调 "标准制定" 的重要性,提出加强标准引领与质量支撑、实施标准提 升行动、构建高质量发展标准体系等关键举措,凸显标准对产业升级、市场规范及民生保障的战略意义。在此背景下, 表面分析技术领域的标准化建设成为推动行业高质量发展的关键引擎。而 "AI+Science" 的融合创新,更为表面分析 技术的突破与标准体系的完善带来全新机遇与挑战。 为积极响应两会号召,落实国家政策导向,由国家大型科学仪器中心-北京电子能谱中心、全国表面化学分析标准化技 术委员会、中国分析测试协会高校分析测试分会、北京理化分析测试学会表面分析专业委员会及仪器信息网(北京信立 方科技发展股份有限公司旗下网站)联合举办的 " 第十二届表面分析技术应用论坛暨表面化学分析国家标准宣贯会 ",将于 2025 年 6 月 4 - 5 日以线上形式召开 ,本届会议以 "AI+Science" 为主题,聚焦前沿技术与创新融 合。 会议将汇聚行业权威专家,围绕 AI 赋能表面分析技术的前沿理论、应 ...
“会展经济+数字产业+文旅服务”引领新风尚 点燃镇域经济新“引擎”
Yang Shi Wang· 2025-06-04 06:24
Core Insights - The region of Wuzhen in Tongxiang, Zhejiang, aims to achieve a GDP of 10.886 billion yuan in 2024, with a growth target of over 6% for 2025 [1] - The integration of digital economy with cultural tourism is expected to create new opportunities for economic development in Wuzhen [1] Group 1: Cultural Tourism Development - Wuzhen has a history of over 1,300 years and has seen a more vibrant cultural tourism market since 2025, attracting visitors to experience local traditions and hospitality [4] - Tourists are not only interested in sightseeing but also in becoming part of the scenery, often dressing in traditional attire for photography [7] - Traditional transportation methods, such as rowing boats, have transitioned into cultural tourism experiences, enhancing the visitor experience [8] Group 2: Digital Economy Integration - The Wuzhen Supercomputing Center, with a capacity of 18 exaflops, supports various industries by providing significant computational power, equivalent to the continuous operation of 14 billion people for four years [8] - A life sciences research company has seen a tenfold increase in data transmission speed and a 30% reduction in costs due to its connection with the supercomputing center [10] - The company plans to double its production capacity after relocating to Wuzhen, with a significant portion of its orders destined for international markets [12] Group 3: Policy and Economic Strategy - Experts from the National Development and Reform Commission highlight Wuzhen's dual-driven model of digital economy and cultural tourism, which expands new consumption scenarios and promotes sustainable economic development [16] - The integration of "Internet+" with cultural tourism is creating a new model that enhances the tourism industry and extends its value chain [18] - Wuzhen is establishing an ecosystem that combines exhibition economy, digital industry, and tourism services, fostering a positive cycle of flow, industry, and talent [18]
全球及中国2MHz核磁共振岩芯分析仪行业动态规划及投资机遇调研报告2025-2031年
Sou Hu Cai Jing· 2025-06-03 14:47
全球及中国2MHz核磁共振岩芯分析仪行业动态规划及投资机遇调研报告2025-2031年 【全新修订】:2025年6月 【出版机构】:中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息!】 【免费售后 服务一年,具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 2MHz核磁共振岩芯分析仪市场概述 1.1 2MHz核磁共振岩芯分析仪行业概述及统计范围 1.2 按照不同产品类型,2MHz核磁共振岩芯分析仪主要可以分为如下几个类别 1.2.1 全球不同产品类型2MHz核磁共振岩芯分析仪规模增长趋势2020 VS 2024 VS 2031 1.2.2 实验室型 1.2.3 现场便携型 1.3 从不同应用,2MHz核磁共振岩芯分析仪主要包括如下几个方面 1.3.1 全球不同应用2MHz核磁共振岩芯分析仪规模增长趋势2020 VS 2024 VS 2031 1.3.4 地质科研 1.3.5 其他 1.4 行业发展现状分析 1.4.1 2MHz核磁共振岩芯分析仪行业发展总体概况 1.4.2 2MHz核磁共振岩芯分析仪行业发展主要特点 1.4.3 2MHz核磁共振岩芯分析仪行业发展影响因素 1.4.3.1 ...