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晶品特装股价跌5.08%,德邦基金旗下1只基金重仓,持有2.04万股浮亏损失9.37万元
Xin Lang Cai Jing· 2025-09-23 06:30
德邦新兴产业混合发起式A(023674)基金经理为袁之渿。 截至发稿,袁之渿累计任职时间183天,现任基金资产总规模2487.01万元,任职期间最佳基金回报 10.71%, 任职期间最差基金回报-1.57%。 9月23日,晶品特装跌5.08%,截至发稿,报86.00元/股,成交1.46亿元,换手率4.72%,总市值65.07亿 元。 资料显示,北京晶品特装科技股份有限公司位于北京市昌平区创新路15号,成立日期2009年7月9日,上 市日期2022年12月8日,公司主营业务涉及光电侦察设备和军用机器人的研发、生产和销售。主营业务 收入构成为:特种机器人39.03%,智能制造23.71%,模拟仿真18.99%,智能感知设备16.16%,技术服 务2.10%,其他(补充)0.02%。 从基金十大重仓股角度 数据显示,德邦基金旗下1只基金重仓晶品特装。德邦新兴产业混合发起式A(023674)二季度持有股 数2.04万股,占基金净值比例为7.21%,位居第二大重仓股。根据测算,今日浮亏损失约9.37万元。 德邦新兴产业混合发起式A(023674)成立日期2025年3月25日,最新规模1305.68万。成立以来收益 12 ...
“唯一供应商”神话破灭!捷强装备业绩持续下滑
Core Viewpoint - Tianjin Jieqiang Power Equipment Co., Ltd. (referred to as "Jieqiang Equipment") has experienced a significant decline in performance after its initial public offering, contradicting its earlier claims of being the "only supplier" of hydraulic power systems for nuclear biological decontamination equipment, leading to questions about its market position and operational stability [2][6][10]. Financial Performance - Jieqiang Equipment's revenue from hydraulic power systems has drastically decreased since its IPO, with a reported negative revenue of 63.425 million yuan in 2024, marking a 521% decline compared to 2023 [7]. - In the first half of the current year, the company reported a slight revenue increase of 1.44% to 107 million yuan, but net profit showed a loss of 8.6866 million yuan, a staggering 798.61% year-on-year decline [2][6]. - The sales revenue from hydraulic power systems was only 2.62 million yuan in the first half of the year, down 89.11% year-on-year [7]. Business Model and Market Position - Initially, Jieqiang Equipment claimed to be the sole supplier of hydraulic power systems for military-grade nuclear biological decontamination equipment, emphasizing the stability of its customer base due to military procurement practices [4][5]. - The company had previously reported that its hydraulic power system sales accounted for 90.62% of total revenue in 2020, but this figure has drastically fallen, with the business contributing only 5.14% of total revenue by 2023 [6][7]. Management and Legal Issues - The company's actual controller and former chairman, Pan Feng, was detained for alleged bribery, which has raised concerns about the company's governance and operational integrity [8][9]. - Following Pan Feng's detention, Jieqiang Equipment itself was subjected to an investigation for alleged unit bribery, indicating a serious escalation in legal troubles for the company [9][10]. - The ongoing legal issues have led to significant operational challenges, including the inability to finalize a major contract worth 158 million yuan due to the investigation [9].
美国防部被曝暂停部分对欧洲军售
证券时报· 2025-09-21 01:47
相关报道 美国《大西洋》月刊网站19日披露,因为需要优先补充本国军备库存,美国部分暂停对欧洲国家的军 售,包括"爱国者"防空系统。 《大西洋》月刊援引两名不愿具名的白宫人士的话报道,五角大楼在推进相关采购事宜数周后,"突然"对 向丹麦出售价值数十亿美元的"爱国者"防空系统一事"失去了兴趣"。 这两位消息人士透露,五角大楼已确认部分武器装备短缺,因此暂停接受来自欧洲国家的相关订单。 目前还不清楚美国暂停部分军售将持续多长时间以及哪些武器装备短缺。据多家媒体分析,该政策若持 续,可能在美国与欧洲盟友间引发新的紧张气氛,削弱美国对欧洲的军事影响力。 今年7月,美国曾暂停对乌克兰的部分军援。美媒当时分析,此举缘于美国对本国军火库存过度下降的担 忧。除援乌外,美国近期还空袭也门胡塞武装、向以色列提供军火并参与对伊朗空袭,导致军火库存快速 下降。 美国批准向丹麦、乌克兰出售武器 当地时间8月29日,美国国防部表示,美国国务院批准向丹麦出售"爱国者"防空导弹系统,价值85亿美 元。 当天,美国国防部还表示,美国国务院已批准向乌克兰出售美国太空探索技术公司旗下卫星互联网服 务"星链"及相关设备,以及"爱国者"防空导弹系统维护 ...
广东宏大(002683) - 2025年9月19日投资者关系活动记录表
2025-09-19 09:58
Group 1: Business Performance - The company's mining service sector has signed new orders exceeding 100 billion yuan this year, with total orders on hand surpassing 350 billion yuan as of mid-year [1][2] - The mining service business is focusing on major regional markets and international expansion, with key clients including Zijin Mining, China Energy Group, and Ansteel Mining [1] Group 2: Defense Equipment Sector - The company is actively pursuing opportunities in the military industry, with plans to invest heavily in high-end intelligent weapon systems [2][3] - The defense equipment sector is expected to see significant growth, although specific revenue projections for 2025 were not disclosed [2] Group 3: Acquisitions and Strategic Moves - The acquisition of Changzhilin is aligned with the company's strategic shift towards military applications, enhancing its competitive edge in the aerospace sector [2][3] - The acquisition of Xuefeng Technology is aimed at strengthening the supply chain and capitalizing on mineral resource development opportunities in Xinjiang [3][4] Group 4: Future Projects and Initiatives - The company has a total of 15,000 tons of civil explosive capacity and is preparing to participate in infrastructure projects in the Yarlung Tsangpo River region, although participation remains uncertain [4] - The company has successfully launched 10 satellites and plans to launch an additional 20 within the next three years, with future collaborations expected between the satellite project and existing defense equipment operations [4] Group 5: Investor Relations - The company held an investor open day on September 17, 2025, to enhance communication with both institutional and individual investors [4] - Continuous efforts will be made to optimize investor relations management and improve the quality and investment value of the listed company [4]
高德红外股价涨5.4%,国泰海通资管旗下1只基金重仓,持有241.01万股浮盈赚取147.01万元
Xin Lang Cai Jing· 2025-09-19 06:46
国泰君安中证500指数增强A(014155)基金经理为胡崇海、邓雅琨。 9月19日,高德红外涨5.4%,截至发稿,报11.90元/股,成交9.85亿元,换手率2.50%,总市值508.22亿 元。 资料显示,武汉高德红外股份有限公司位于湖北省武汉市东湖开发区黄龙山南路6号,成立日期2004年7 月13日,上市日期2010年7月16日,公司主营业务涉及红外热成像技术为核心的综合光电系统及完整武 器系统的研制与生产。主营业务收入构成为:红外综合光电及完整装备系统96.47%,传统弹药及信息 化弹药2.95%,房屋出租0.27%,其他0.25%,技术服务0.06%。 从基金十大重仓股角度 数据显示,国泰海通资管旗下1只基金重仓高德红外。国泰君安中证500指数增强A(014155)二季度持 有股数241.01万股,占基金净值比例为1.21%,位居第一大重仓股。根据测算,今日浮盈赚取约147.01 万元。 国泰君安中证500指数增强A(014155)成立日期2021年12月15日,最新规模14.51亿。今年以来收益 29.36%,同类排名1673/4222;近一年收益66.11%,同类排名1387/3805;成立以来收 ...
军工装备板块异动
Di Yi Cai Jing Zi Xun· 2025-09-19 02:16
Group 1 - The military equipment sector experienced a notable increase in stock prices on September 19, with several companies showing significant gains [1] - Hangya Technology saw its stock price rise by over 10%, indicating strong market interest and potential investor confidence [1] - Other companies in the sector, including AVIC Chengfei, North Long Dragon, Tianqin Equipment, Aerospace Technology, and Inner Mongolia First Machinery, also reported upward movements in their stock prices [1]
广东宏大(002683) - 2025年9月17日投资者关系活动记录表
2025-09-18 11:52
Financial Performance - The company achieved a revenue of 9.15 billion CNY in the first half of 2025, representing a year-on-year growth of 63.83% [3] - The net profit attributable to shareholders reached 504 million CNY, with a year-on-year increase of 22.05% [3] Business Segments Overview - The mining service segment is actively developing on-site mixed loading business and expanding overseas [3] - The civil explosives segment has a production capacity of 725,500 tons and has entered the overseas civil explosives market [3] - The defense equipment segment is fully qualified and is targeting both domestic and international military trade markets [3] Strategic Focus - The company is committed to transitioning towards the military industry, investing heavily in high-end intelligent weapon systems [3][6] - The strategy includes mergers and acquisitions of related military enterprises to enhance industry and market synergy [6][7] Cost Advantages - The company benefits from a market-oriented operational mechanism and efficient decision-making processes, which help control costs effectively [4] Future Outlook - The company plans to continue increasing investments in the defense equipment sector while maintaining growth in traditional business areas [7] - The company aims to become a globally recognized military enterprise and a leading player in the mining service and civil explosives sectors [7] Shareholder Engagement - The company repurchased shares worth 123 million CNY for employee stock incentives and has implemented two phases of restricted stock incentive plans [7]
振华海科完成北交所IPO辅导备案,67岁董事长巫进控股81%
Sou Hu Cai Jing· 2025-09-18 00:03
巫进,1958年出生,今年67岁,早年任泰县辅机厂工人、泰县海鸿机械厂工人、技术员、车间主任、技术科长、副 厂长;1992年7月至今,在振华海科及其前身就职,历任公司副厂长、厂长、执行董事、 董事、总经理、党总支书 记等职务;现任公司董事长、总经理、党总支书记。 业绩方面,2024年振华海科营业收入为5.79亿元,增长率为4.10%;归属母公司净利润为0.58亿元,增长率 为-21.92%。 振华海科表示,公司净利润下降,主要受近年来军方单位及下游军工集团对军品价格因素的敏感度增加、主要原材 料铜价格上涨以及 2024年补充计提应收账款信用减值损失等因素的影响,但公司整体经营情况向好,预计未来仍能 继续保持收入的稳定增长和持续盈利能力。 瑞财经 严明会 9月16日,江苏振华海科装备科技股份有限公司(以下简称:振华海科)在江苏证监局完成IPO辅导备 案,拟北交所IPO,辅导机构首创证券。 振华海科成立于1979年,至今已46年历史,注册资本1.145亿元,主营舰船类武器装备专用泵、专用电机以及船用环 保设备、风机产品的研发、生产、销售和技术服务。 董事长、总经理巫进直接持股30.83%,同时通过担任美华投资的执 ...
中兵红箭(000519.SZ):正在研制无人装备相关产品
Ge Long Hui· 2025-09-16 07:18
Group 1 - The company, Zhongbing Hongjian (000519.SZ), is currently developing products related to unmanned equipment [1]
A股今日走势分化,A500ETF易方达(159361)、沪深300ETF易方达(510310)等产品助力布局核心资产
Sou Hu Cai Jing· 2025-09-15 12:30
| 业中50只市值大、成交活跃的 | 今日 | 该指数 | 该指数自2002年 | | --- | --- | --- | --- | | 股票组成,指数行业覆盖较为 | 该指数涨跌 | 滚动市盈率 | 以来估值分位 | | 广泛,可选消费、金融、信息 技术、能源行业合计占比超 | 0. 2% | 10. 8倍 | 66. 3% | | 85% | | | | 每日经济新闻 今日A股三大指数涨跌不一,全市场成交额超2.3万亿元,板块题材上,游戏、猪肉、影视院线、汽车零 部件、CRO概念股涨幅居前,贵金属、军工装备、铜缆高速连接概念股跌幅居前;港股全天震荡,科 技股表现活跃,创新药概念股冲高回落。截至收盘,中证A500指数上涨0.3%,沪深300指数上涨0.2%, 创业板指数上涨1.5%,上证科创板50成份指数上涨0.2%,恒生中国企业指数上涨0.2%。 ...