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科华数据股价跌6.08%,财通基金旗下1只基金重仓,持有32.47万股浮亏损失145.45万元
Xin Lang Cai Jing· 2025-09-22 01:41
Group 1 - The stock price of Kehua Data dropped by 6.08% to 69.21 CNY per share, with a trading volume of 5.52 billion CNY and a turnover rate of 1.73%, resulting in a total market capitalization of 356.72 billion CNY [1] - Kehua Data, established on March 26, 1999, and listed on January 13, 2010, specializes in the production and sales of UPS power supplies for information equipment and industrial power [1] - The revenue composition of Kehua Data includes 49.62% from new energy products, 21.01% from data center products, 16.43% from IDC services, 11.77% from smart energy products, and 1.17% from other sources [1] Group 2 - The Caifeng Carbon Neutrality One-Year Holding Mixed A Fund (008576) holds a significant position in Kehua Data, having increased its holdings by 111,600 shares in the second quarter, totaling 324,700 shares, which represents 5.84% of the fund's net value [2] - The fund has incurred an estimated floating loss of approximately 1.4545 million CNY as of the latest report [2] - The Caifeng Carbon Neutrality One-Year Holding Mixed A Fund was established on March 1, 2023, with a current size of 232 million CNY, achieving a year-to-date return of 30.86% and a one-year return of 77.21% [2]
国庆前后市场怎么走?十大券商最新研判
Ge Long Hui A P P· 2025-09-21 23:58
Market Overview - The market experienced fluctuations last week, with the Shanghai Composite Index falling by 1.30%, while sectors like power equipment, electronics, and communications continued to lead in gains, contrasting with the underperforming banking, non-banking, and food and beverage sectors [1] Broker Strategies - Guotai Junan Securities believes that the recent market adjustment presents an opportunity, asserting that the Chinese stock market will not stop here. They highlight the positive implications of the recent US-China talks and the potential for capital market reforms to accelerate, suggesting that the A/H share indices may reach new highs [2] - Guojin Securities indicates that a bull market is in the making, with a focus on cyclical opportunities in manufacturing and a shift from technology-driven growth to export-oriented growth as liquidity constraints ease [2] - Zheshang Securities anticipates continued consolidation in the Shanghai Composite Index, recommending a cautious approach and suggesting adjustments in sector allocations, particularly reducing exposure to technology and media while increasing positions in real estate and infrastructure [3] - Everbright Securities expects the A-share market to maintain a volatile pattern leading up to the National Day holiday, with a focus on structural balance amid potential profit-taking [4] - China Merchants Securities notes a historical pattern of financing trends around the National Day holiday, suggesting a potential rebound in market sentiment post-holiday, with a focus on sectors like solid-state batteries and AI [5] - Industrial Securities emphasizes a rotational investment strategy to navigate market volatility, advocating for a diversified approach across multiple sectors [6][7] - CITIC Securities highlights the clarity in market trading themes following the Fed's interest rate cut, with a focus on AI and domestic demand recovery as key drivers [8] - Huaxia Securities maintains a positive long-term outlook despite short-term fluctuations, emphasizing the importance of structural support from policies aimed at stabilizing the stock market [9] - Galaxy Securities recommends four main investment themes in the construction sector during the 14th Five-Year Plan period, focusing on urban renewal and digital transformation in construction [11]
国庆前后市场怎么走?日历效应如何?十大券商最新研判
Ge Long Hui· 2025-09-21 23:32
Market Overview - The market experienced fluctuations last week, with the Shanghai Composite Index falling by 1.30%, while sectors like power equipment, electronics, and communications continued to lead in gains, contrasting with stagnant performance in banking, non-banking, and food and beverage sectors [1] Broker Insights - Guotai Junan Securities believes that the recent market adjustment presents an opportunity, asserting that the Chinese stock market will not stagnate and is expected to reach new highs, driven by favorable conditions such as a stable short-term risk outlook and potential capital market reforms [1] - Guojin Securities indicates that a bull market may be in the making, with opportunities arising from the easing of liquidity constraints and a shift towards cyclical manufacturing sectors like non-ferrous metals, machinery, and chemicals [2] - Zheshang Securities suggests a period of consolidation for the Shanghai Composite Index, recommending a cautious approach to investment and a focus on sectors like hard technology and infrastructure [3] - Everbright Securities anticipates continued market fluctuations leading up to the National Day holiday, with a tendency for funds to secure profits amid uncertainties [4] - According to China Merchants Securities, historical patterns suggest that financing activities typically contract before the holiday and surge afterward, with a focus on sectors like solid-state batteries and AI [5] - Industrial rotation is emphasized by Industrial Securities, advocating for a diversified approach to investment to navigate market volatility [6][7] - CITIC Construction Investment highlights the clarity in future market trends following the Federal Reserve's interest rate cuts, with a focus on AI and domestic demand recovery [8] - Huaxia Securities maintains a positive long-term outlook despite short-term fluctuations, emphasizing the importance of sectors like AI and essential materials [9] - Galaxy Securities recommends four investment themes in the construction sector, focusing on urban renewal and digital transformation in construction [10]
欧陆通:关于控股股东部分股份解除质押的公告
(编辑 任世碧) 证券日报网讯 9月19日晚间,欧陆通发布公告称,控股股东深圳市格诺利信息咨询有限公司在杭州银行 股份有限公司上海黄浦支行办理了股票解除质押业务,本次解除质押股份数量为2,640,000股,占其 所持股份比例9.03%,占公司总股本比例2.40%。 ...
卡儿酷启动IPO辅导
Xin Lang Cai Jing· 2025-09-19 03:07
深圳市卡儿酷科技股份有限公司获上市辅导备案登记,拟在A股IPO,辅导机构为兴业证券。该公司主 营汽车应急启动电源、启停锂电及储能电源。 ...
科华数据股份有限公司关于使用部分闲置募集资金进行现金管理的进展公告
Core Viewpoint - The company has approved the use of up to RMB 400 million of idle raised funds for cash management, ensuring that this does not affect the normal use of the raised funds for investment projects [2][3]. Group 1: Cash Management Implementation - The company and its subsidiary, Xiamen Kehua Huayun Technology Co., Ltd., will use idle raised funds for cash management within a 12-month period from the board's approval date [2]. - The cash management products selected are characterized by high safety and good liquidity, and the company will not change the purpose of the raised funds [3]. Group 2: Risk Control Measures - The company will continuously analyze and monitor the risk of the financial products purchased, taking timely measures if any risk factors affecting fund safety are identified [5]. - Independent directors and the supervisory board have the authority to supervise and inspect the use of funds, and the internal audit department will audit the cash management activities [5]. Group 3: Impact on Company Operations - The cash management of idle raised funds will not affect the progress of investment projects or the daily operations of the company, and it aims to improve fund utilization efficiency and generate investment returns for the company and its shareholders [6].
其他电源设备板块9月18日跌1.44%,海博思创领跌,主力资金净流出9.74亿元
Market Overview - On September 18, the other power equipment sector declined by 1.44%, with Haibo Sichuang leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Key stocks in the other power equipment sector showed mixed performance, with Keda's stock price increasing by 2.79% to 39.44, while Haibo Sichuang's stock price fell by 5.43% to 198.60 [1][2] - The trading volume and turnover for Keda reached 358,000 shares and 1.397 billion yuan, respectively [1] Capital Flow - The other power equipment sector experienced a net outflow of 974 million yuan from main funds, while retail investors saw a net inflow of 949 million yuan [2][3] - Notable stocks like Keda and New Power had varying net inflows and outflows from main and retail investors, indicating differing investor sentiment [3]
其他电源设备板块9月17日跌0.06%,ST华西领跌,主力资金净流出4.55亿元
Market Overview - On September 17, the other power equipment sector declined by 0.06%, with ST Huaxi leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Leite Technology (Code: 832110) with a closing price of 43.30, up 3.07% [1] - Kehua Data (Code: 002335) with a closing price of 71.28, up 2.41% [1] - Kewell (Code: 688551) with a closing price of 41.03, up 2.24% [1] - Major decliners included: - ST Huaxi (Code: 002630) with a closing price of 3.09, down 4.92% [2] - Power Source (Code: 600405) with a closing price of 6.54, down 4.11% [2] - ST Yishite (Code: 300376) with a closing price of 5.29, down 3.29% [2] Capital Flow - The other power equipment sector experienced a net outflow of 455 million yuan from institutional investors, while retail investors saw a net inflow of 664 million yuan [2] - Specific stock capital flows included: - Kehua Data had a net inflow of 164 million yuan from institutional investors [3] - Kewell experienced a net inflow of 82.36 million yuan from institutional investors [3] - ST Huaxi saw a significant net outflow of 98.94 million yuan from retail investors [3]
新雷能:北京特种电源扩产项目主体工程已经完成,目前处于内部装修阶段,预计年底投入使用
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:00
新雷能(300593.SZ)9月17日在投资者互动平台表示,北京特种电源扩产项目主体工程已经完成,目前 处于内部装修阶段,预计年底投入使用;深圳雷能通信及数据中心电源研发制造基地项目已经建设完 成,预计本年第四季度投入使用。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司目前在建的电源扩产项目(如北京特种电源 基地、深圳5G通信电源产线)进展如何?是否已按计划完成主体建设?预计何时能实现投产? ...
新雷能:北京特种电源扩产项目主体工程已经完成
Ge Long Hui· 2025-09-17 07:18
格隆汇9月17日丨新雷能(300593.SZ)在投资者互动平台表示,北京特种电源扩产项目主体工程已经完 成,目前处于内部装修阶段,预计年底投入使用;深圳雷能通信及数据中心电源研发制造基地项目已经 建设完成,预计本年第四季度投入使用。 ...