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华瑞股份:公司换向器产品直接供应给下游电机客户
Zheng Quan Ri Bao· 2025-10-27 08:13
(文章来源:证券日报) 证券日报网讯华瑞股份10月27日在互动平台回答投资者提问时表示,公司换向器产品直接供应给下游电 机客户,通常不提供给整机终端客户。 ...
百亿元私募持仓揭晓:龙佰集团、安琪酵母获高毅增持 睿郡资产大举建仓兔宝宝
Hua Xia Shi Bao· 2025-08-22 04:45
Group 1 - The A-share market continues to exhibit structural trends, with significant adjustments in holdings by large private equity firms attracting market attention [1] - High Yi Asset remains a leader in the private equity sector, with a total holding value of 9.37 billion yuan in Hikvision, despite a reduction of approximately 1.37 billion yuan in this position [2] - Dragon White Group and Angel Yeast have been notably increased in holdings, with Dragon White Group's market value rising to 1.43 billion yuan and Angel Yeast reaching 1.23 billion yuan [3][4] Group 2 - Other private equity firms, such as Tongyi Investment and Xuan Yuan, have also made flexible adjustments, with Tongyi increasing its stake in Xianggang Technology despite a market value decline [5] - The trend among private equity firms shows a shift from high valuation and speculative stocks to those with stable performance and reasonable valuations, focusing on sectors like high-end manufacturing and new energy [8] - The overall strategy indicates a preference for industry leaders with strong market competitiveness and stable earnings, suitable for long-term investment [7][8]