制冷空调及汽车零部件
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三花智控股价涨1.15%,兴银基金旗下1只基金重仓,持有50.95万股浮盈赚取28.02万元
Xin Lang Cai Jing· 2025-12-30 01:57
Group 1 - The core viewpoint of the news is that Sanhua Intelligent Control Co., Ltd. has shown a positive stock performance, with a 1.15% increase in share price, reaching 48.28 yuan per share, and a total market capitalization of 203.16 billion yuan [1] - Sanhua Intelligent Control is primarily engaged in the production of refrigeration and air conditioning electrical components and automotive components, with a revenue composition of 63.88% from refrigeration and air conditioning parts and 36.12% from automotive parts [1] - The company operates through two main divisions: the refrigeration and air conditioning electrical components division and the automotive components division, focusing on HVAC systems and automotive thermal management [1] Group 2 - According to data, the Xinyin National Index New Energy Vehicle Battery ETF (159767) has increased its holdings in Sanhua Intelligent Control by 212,700 shares, bringing the total to 509,500 shares, which constitutes 7.44% of the fund's net value [2] - The Xinyin National Index New Energy Vehicle Battery ETF has achieved a year-to-date return of 62.05%, ranking 293 out of 4,195 in its category, and a one-year return of 59.04%, ranking 265 out of 4,179 [2] - The fund manager, Weng Zichen, has a tenure of 1 year and 158 days, with the best fund return during this period being 102.46% [3]
三花智控股价涨5.26%,摩根基金旗下1只基金重仓,持有46.12万股浮盈赚取109.3万元
Xin Lang Cai Jing· 2025-12-25 05:52
12月25日,三花智控涨5.26%,截至发稿,报47.45元/股,成交67.29亿元,换手率3.93%,总市值 1996.70亿元。 资料显示,浙江三花智能控制股份有限公司位于浙江省绍兴市新昌县澄潭街道沃西大道219号三花工业 园区办公大楼,香港湾仔皇后大道东183号合和中心46楼,成立日期1994年9月10日,上市日期2005年6月 7日,公司主营业务涉及浙江三花智能控制股份有限公司是一家主要从事制冷空调电器零部件业务和汽 车零部件业务的中国公司。该公司通过两个分部运营业务。制冷空调电器零部件业务分部从事建筑暖通 (HVAC)、电器设备专业化经营,主要产品包括四通换向阀、电子膨胀阀、电磁阀、微通道换热器、 Omega泵等。汽车零部件业务分部专注于汽车热管理领域的深入研究,主要产品包括热力膨胀阀、电子 膨胀阀、电子水泵、新能源车热管理集成组件等。该公司主要在中国国内和海外市场开展业务。主营业 务收入构成为:制冷空调电器零部件63.88%,汽车零部件36.12%。 从基金十大重仓股角度 数据显示,摩根基金旗下1只基金重仓三花智控。摩根动力精选混合A(006250)三季度持有股数46.12 万股,占基金净值比例为 ...
三花智控重回高增全年预盈超38.7亿 完成“A+H”布局海外销售占比四成
Chang Jiang Shang Bao· 2025-12-23 23:52
三花智控(002050.SZ)重回两位数增长。 12月22日晚间,三花智控发布公告,预计2025年度归母净利润约为38.74亿元—46.49亿元,较上年同期 增长25%—50%;扣非净利润预计为36.79亿元—46.15亿元,同比增长18%—48%。 三花智控表示,制冷空调电器零部件业务及汽车零部件业务两大业务板块的协同发力为公司全年业绩增 长提供了坚实支撑。 2025年,三花智控还成功完成赴港上市,实现"A+H"布局,公司全球化布局有望更进一步。 2025年归母净利最高预增50% 2025年,是三花智控业绩重回两位数增长的一年。 最近10年来,三花智控的归母净利润持续增长,从2015年的6.05亿元增长至2024年的30.99亿元。营业收 入在2015年微降,此后连续9年增长,到2024年,营收为279.47亿元。 长江商报消息●长江商报记者 汪静 全球化战略更进一步 不过,近两年,三花智控的业绩增速明显下滑。2022年,其营业收入及归母净利润同比增速分别为 33.25%、52.81%。2023年及2024年,其营收增幅分别为15.04%、13.8%,归母净利润增幅分别下降至 13.51%、6.1%。 三花 ...
三花智控股价涨5.06%,湘财基金旗下1只基金重仓,持有2.83万股浮盈赚取6.68万元
Xin Lang Cai Jing· 2025-11-06 05:50
Core Viewpoint - Sanhua Intelligent Control Co., Ltd. has shown a significant increase in stock price, reflecting positive market sentiment and investor interest in the company's operations in HVAC and automotive components [1] Company Overview - Sanhua Intelligent Control, established on September 10, 1994, and listed on June 7, 2005, is based in Shaoxing, Zhejiang Province, China [1] - The company operates primarily in two segments: HVAC components (63.88% of revenue) and automotive components (36.12% of revenue) [1] - Key products include four-way valves, electronic expansion valves, solenoid valves, microchannel heat exchangers, and thermal management components for vehicles [1] Fund Holdings - Xiangcai Fund has a significant holding in Sanhua Intelligent Control, with its Xiangcai Changhong Flexible Allocation Mixed A Fund (010076) holding 28,300 shares, representing 4.69% of the fund's net value [2] - The fund has achieved a year-to-date return of 27.99% and a one-year return of 21.73%, indicating strong performance relative to its peers [2] Fund Manager Performance - The fund manager, Bao Jiamin, has been in charge for 1 year and 248 days, with a total fund size of 317 million yuan [3] - During the manager's tenure, the best fund return was 45.91%, while the worst was -3.44%, showcasing a range of performance outcomes [3]
三花智控股价涨5.08%,中海基金旗下1只基金重仓,持有3.1万股浮盈赚取6.32万元
Xin Lang Cai Jing· 2025-10-15 05:37
Core Viewpoint - Sanhua Intelligent Control Co., Ltd. has shown a significant stock price increase of 5.08%, reaching 42.20 CNY per share, with a total market capitalization of 177.617 billion CNY, indicating strong investor interest and market performance [1] Company Overview - Sanhua Intelligent Control, established on September 10, 1994, and listed on June 7, 2005, operates primarily in the HVAC and automotive parts sectors, with a revenue composition of 63.88% from HVAC components and 36.12% from automotive parts [1] - The company is headquartered in Shaoxing, Zhejiang Province, China, and has a diverse product range including four-way valves, electronic expansion valves, and thermal management components for vehicles [1] Fund Holdings - Zhonghai Fund has a significant holding in Sanhua Intelligent Control, with its Zhonghai Charm Yangtze River Delta Mixed Fund (001864) being the tenth largest position, holding 31,000 shares, which represents 3.95% of the fund's net value [2] - The fund has seen a year-to-date return of 40.32% and a one-year return of 44.12%, indicating strong performance relative to its peers [2] Fund Manager Performance - The fund manager, Yao Wei, has been in charge for nearly 7 years, achieving a best return of 66.87% during his tenure, showcasing effective management skills [3]
三花智控股价涨5.08%,华宝基金旗下1只基金重仓,持有9.99万股浮盈赚取20.39万元
Xin Lang Cai Jing· 2025-10-15 05:37
Core Viewpoint - Sanhua Intelligent Control Co., Ltd. has shown a significant increase in stock price, reflecting positive market sentiment and investor interest in the company's operations in the HVAC and automotive parts sectors [1] Company Overview - Sanhua Intelligent Control, established on September 10, 1994, and listed on June 7, 2005, is based in Shaoxing, Zhejiang Province, China [1] - The company operates primarily in two segments: HVAC electrical components (63.88% of revenue) and automotive components (36.12% of revenue) [1] - Key products include four-way valves, electronic expansion valves, solenoid valves, microchannel heat exchangers, and thermal management components for vehicles [1] Fund Holdings - Huabao Fund holds a significant position in Sanhua Intelligent Control through its Huabao Smart Electric Vehicle ETF (516380), which reduced its holdings by 3,500 shares in Q2, now holding 99,900 shares, representing 2.85% of the fund's net value [2] - The fund has achieved a year-to-date return of 35.47%, ranking 1157 out of 4220 in its category [2] Fund Manager Profile - The fund manager, Chen Jianhua, has a tenure of over 12 years, with the fund's total assets amounting to 15.533 billion yuan [3] - During his management, the fund has seen a best return of 171.02% and a worst return of -49.65% [3]
三花智控股价跌5.02%,汇丰晋信基金旗下1只基金重仓,持有6.89万股浮亏损失17.09万元
Xin Lang Cai Jing· 2025-10-10 02:25
Core Viewpoint - Sanhua Intelligent Control experienced a 5.02% decline in stock price, closing at 46.91 CNY per share, with a trading volume of 5.071 billion CNY and a turnover rate of 2.87%, resulting in a total market capitalization of 197.441 billion CNY [1] Company Overview - Zhejiang Sanhua Intelligent Control Co., Ltd. was established on September 10, 1994, and listed on June 7, 2005. The company is primarily engaged in the manufacturing of components for refrigeration and air conditioning, as well as automotive parts [1] - The company operates through two main segments: - Refrigeration and air conditioning components, which account for 63.88% of revenue, includes products such as four-way valves, electronic expansion valves, solenoid valves, microchannel heat exchangers, and Omega pumps [1] - Automotive components, which make up 36.12% of revenue, focuses on thermal management in vehicles, offering products like thermal expansion valves, electronic expansion valves, electronic water pumps, and integrated components for new energy vehicles [1] - Sanhua primarily conducts business in both domestic and international markets [1] Fund Holdings - HSBC Jintrust Fund has a significant holding in Sanhua Intelligent Control, with its fund "HSBC Jintrust Leading Advantage Mixed A" (016285) increasing its stake by 6,400 shares in the second quarter, bringing the total to 68,900 shares, which represents 3.23% of the fund's net value [2] - The fund has reported a floating loss of approximately 170,900 CNY as of the latest update [2] - The fund was established on September 27, 2022, with a current size of 48.3722 million CNY, achieving a year-to-date return of 18.6% and a one-year return of 20.45% [2]
三花智控股价涨5.17%,中国富达基金旗下1只基金重仓,持有13.2万股浮盈赚取29.3万元
Xin Lang Cai Jing· 2025-09-23 02:48
Group 1 - The core viewpoint of the news is that Sanhua Intelligent Controls has seen a significant increase in stock price, with a rise of 5.17% to 45.19 CNY per share, and a total market capitalization of 190.2 billion CNY [1] - Sanhua Intelligent Controls, established on September 10, 1994, and listed on June 7, 2005, operates primarily in the HVAC and automotive parts sectors, with revenue composition of 63.88% from HVAC components and 36.12% from automotive components [1] - The company is headquartered in Shaoxing, Zhejiang Province, and has a diverse product range including four-way valves, electronic expansion valves, and components for thermal management in vehicles [1] Group 2 - Fidelity's Low Carbon Growth Mixed A Fund holds a significant position in Sanhua Intelligent Controls, with 132,000 shares representing 4.06% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 35.11%, ranking 2355 out of 8172 in its category, and has a total asset size of 55.6277 million CNY [2] - The fund manager, Nie Yixiang, has been in position for over 8 years, with the best fund return during his tenure being 135.58% [3]
三花智控股价涨5.13%,长信基金旗下1只基金重仓,持有30.57万股浮盈赚取65.72万元
Xin Lang Cai Jing· 2025-09-18 02:02
Core Viewpoint - Sanhua Intelligent Control has experienced a significant stock price increase, with a 21.45% rise over three consecutive days, indicating strong market interest and potential investor confidence in the company [1]. Company Overview - Sanhua Intelligent Control Co., Ltd. is based in Shaoxing, Zhejiang Province, China, and was established on September 10, 1994. It was listed on June 7, 2005. The company primarily engages in the manufacturing of components for refrigeration and air conditioning, as well as automotive parts [1]. - The company operates through two main segments: the refrigeration and air conditioning components segment, which accounts for 63.88% of revenue, and the automotive components segment, which contributes 36.12% [1]. Stock Performance - As of September 18, the stock price of Sanhua Intelligent Control rose by 5.13% to 44.05 CNY per share, with a trading volume of 55.39 billion CNY and a turnover rate of 3.46%. The total market capitalization reached 1854.03 billion CNY [1]. - The stock has shown a cumulative increase of 21.45% over the last three days [1]. Fund Holdings - Longxin Fund holds a significant position in Sanhua Intelligent Control, with its Longxin Low Carbon Environmental Quantitative Stock A fund (004925) owning 30.57 million shares, representing 2.34% of the fund's net value. The fund has realized a floating profit of approximately 65.72 million CNY today and 226.2 million CNY during the three-day increase [2]. - The Longxin Low Carbon Environmental Quantitative Stock A fund was established on November 9, 2017, and has a current scale of 2.65 billion CNY. It has achieved a year-to-date return of 40.68% and a one-year return of 79.59% [2]. Fund Manager Performance - The fund manager, Yao Yifan, has been in position for 3 years and 235 days, with a total fund size of 28.95 billion CNY. The best return during this period was 44.72%, while the worst was -37.37% [3]. - Co-manager Yuan Jie has been in position for 163 days, managing a fund size of 4.91 billion CNY, with a best return of 55.75% and a worst return of 2.2% during their tenure [3].
三花智控(02050.HK)上半年营收增长18.9%至162.63亿元 归母净利润大增39.3%至21.1亿元
Ge Long Hui· 2025-08-29 01:15
Core Viewpoint - Sanhua Intelligent Control reported a significant increase in revenue and profit for the first half of 2025, driven by strong performance in both the refrigeration and automotive parts sectors [1][2]. Financial Performance - Revenue for the first half of 2025 was approximately RMB 16.263 billion, representing a year-on-year growth of about 18.9% [1] - Profit attributable to shareholders was approximately RMB 2.109 billion, showing a year-on-year increase of about 39.3% [1] - Basic and diluted earnings per share were approximately RMB 0.57, reflecting a year-on-year growth of about 42.5% [1] Business Segments - The refrigeration and air conditioning components business generated revenue of RMB 10.389 billion, up 25.5% year-on-year, primarily due to increased sales driven by energy-saving policies and appliance replacement incentives [1] - The automotive parts business reported revenue of RMB 5.874 billion, an increase of 8.8% year-on-year, attributed to strong demand in the new energy vehicle market [1] Market Presence - The company has recorded revenue growth from both domestic and international markets, benefiting from its continued penetration in China and expansion of its global footprint [1] - Sanhua is recognized as the largest manufacturer of refrigeration control components and a leading producer of automotive thermal management system parts globally [2] - The "Sanhua" brand has become well-known, with its refrigeration control components ranking first in their respective global markets [2]