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【私募调研记录】盘京投资调研赛恩斯、咸亨国际
Zheng Quan Zhi Xing· 2025-06-23 00:10
Group 1: Company Insights - Sains Environmental Co., Ltd. specializes in heavy metal pollution prevention, with a positive growth trend in its EPC business and stable gross margin levels [1] - The operational service business is experiencing high growth due to a number of EPC projects transitioning to the operational phase, with a strong upward trend expected to continue this year [1] - Xianheng International's core competitive advantages include a service penetration strategy, multi-channel brand promotion, high R&D investment, and team building [2] Group 2: Financial Performance - Xianheng International's cumulative cash dividend ratio over the past three accounting years is as high as 200%, with a planned dividend of 0.36 yuan per share in 2024, totaling 145 million yuan [2] - The company aims to enhance sales gross margin and control costs by deepening scenario recognition, introducing professional talent, optimizing the supply chain, and expanding into new fields [2] Group 3: Investment Management - Panjing Investment, established in 2016, is recognized as one of China's leading private equity fund managers, focusing on investment opportunities in Chinese listed companies and having a broad layout in overseas markets, especially in Chinese concept stocks [3] - The company emphasizes research-driven investment decisions, building a leading internal research team and maintaining strong relationships with top brokerage research institutions [3]
【私募调研记录】盘京投资调研咸亨国际
Zheng Quan Zhi Xing· 2025-06-09 00:07
机构简介: 盘京投资成立于2016年,是中国优秀的私募证券投资基金管理人之一,在中国证券投资基金业协会登记 注册的私募证券投资基金管理人编号为P1034296。公司由多位长期业绩卓越、并且具备相同价值观的 资深投资人创办,是一家以合伙人制度为基础,平台化运营的投资管理机构。盘京投资立足中国证券市 场,聚焦中国上市公司投资机会,同时在海外市场尤其是中概股有广泛布局。xa0公司的建设以投研为 导向,以深度产业和个股研究为投资决策唯一依据,搭建领先于同行的内部研究团队。同时,公司拥有 广泛的外部研究资源,与国内各大顶级券商研究所建立了良好的投研服务关系,通过深入研究发掘并收 获根植中国经济的商业和投资机会,依靠扎实的价值判断穿越不同市场周期,坚持运用产业资本思维投 资,期望为客户创造长期可持续的稳定良好回报。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 根据市场公开信息及6月6日披露的机构调研信息,知名私募盘京投资近期对1家上市公司进行了调研, 相关名单如下: 1)咸亨国际 (盘京投资参与公司现场参观&) 调研纪要:公司2025年第一季 ...