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万马股份股价涨5.38%,广发基金旗下1只基金位居十大流通股东,持有355.76万股浮盈赚取345.09万元
Xin Lang Cai Jing· 2025-09-18 02:52
广发中证1000ETF(560010)成立日期2022年7月28日,最新规模307.18亿。今年以来收益28.04%,同 类排名1834/4222;近一年收益72.81%,同类排名1267/3804;成立以来收益9.52%。 9月18日,万马股份涨5.38%,截至发稿,报19.01元/股,成交11.98亿元,换手率6.47%,总市值192.82 亿元。 资料显示,浙江万马股份有限公司位于浙江省杭州市临安区青山湖街道科技大道2159号,万马创新园, 成立日期1996年12月30日,上市日期2009年7月10日,公司主营业务涉及从事电力电缆的研发、生产和 销售。主营业务收入构成为:电力产品68.11%,高分子材料28.63%,通信产品1.70%,贸易、服务及其 他1.56%。 从万马股份十大流通股东角度 数据显示,广发基金旗下1只基金位居万马股份十大流通股东。广发中证1000ETF(560010)二季度增 持78.48万股,持有股数355.76万股,占流通股的比例为0.35%。根据测算,今日浮盈赚取约345.09万 元。 责任编辑:小浪快报 广发中证1000ETF(560010)基金经理为罗国庆。 截至发稿,罗国 ...
远程股份定增募资遭问询 历史违规与经营风险成关注焦点
Xin Lang Zheng Quan· 2025-09-05 09:36
经营现状挑战,毛利率下滑与现金流承压 远程电缆股份有限公司(证券代码:002692,以下简称"远程股份(维权)")近期对外披露了针对深圳 证券交易所第二轮审核问询函的回复公告。 该公司申请向特定对象发行股票的计划,在监管层的反复追问下,其历史上因原实际控制人夏建统违规 操作引发的系列问题、当前主营业务的盈利能力以及可能面临的投资者索赔风险等诸多细节被置于聚光 灯下。 历史遗留问题,监管关注与潜在风险 远程股份的历史合规性问题无疑是此次审核关注的焦点。2017年至2019年间,公司因原实际控制人夏建 统的违规行为而受到深交所纪律处分及江苏证监局的行政处罚。 这些违规行为包括未及时披露且未在定期报告中披露对外担保、关联交易、或有负债、重大诉讼和仲裁 等。据江苏证监局行政处罚决定书披露,截至2018年末,远程股份违规担保余额达5.44亿元,占其2017 年末经审计净资产的36.31%。 这些历史问题直接导致了公司实际控制权的变更。2020年2月,无锡市国资委成为公司新的实际控制 人。新任管理层采取了一系列整改措施,包括追溯调整财务数据、计提预计负债、更换管理层等。 尽管公司声称相关问题已整改完毕,且发生在三年前,但 ...
远程电缆回复发行股票审核问询:违规整改成效显著,经营状况逐步向好
Xin Lang Cai Jing· 2025-09-04 13:48
针对这些问题,公司采取了多项整改措施。完成相关财务数据追溯调整及公告,对2018年会计差错进行 更正,涉及合并报表多项科目调整。积极配合监管调查,缴清罚款并更换时任董事及高管。通过诉讼厘 清历史遗留问题,完成摘帽。加强人员学习,提升规范运作意识。引入国有资本,优化治理结构,完善 内控制度。目前,相关违法违规行为已有效整改规范,内控制度健全并有效执行。 违规行为相关当事人均已在2018 - 2019年辞任,对公司经营无影响力。公司通过完善内控制度、加强人 员学习、控股股东出具承诺等措施,防范违规担保和资金占用,自2020年以来未再发生相关事项。 登录新浪财经APP 搜索【信披】查看更多考评等级 近日,远程电缆股份有限公司针对深圳证券交易所《关于远程电缆股份有限公司申请向特定对象发行股 票的审核问询函》进行了详细回复,就公司过往违法违规行为、资产转让、财务状况等多方面问题作出 说明,展现了公司在规范运作和经营发展上的积极进展。 过往违法违规行为整改与规范 2017 - 2019年间,远程电缆因未经审批的违规担保、财务核算不规范、信息披露违规等问题,受到深交 所和江苏证监局的纪律处分与行政处罚,累计被强制划扣3.2 ...
摩恩电气8月29日获融资买入814.90万元,融资余额1.83亿元
Xin Lang Cai Jing· 2025-09-01 02:18
Group 1 - The core viewpoint of the news is that Moen Electric has experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity concerns and market sentiment shifts [1][2]. - As of August 29, Moen Electric's stock price fell by 1.46%, with a trading volume of 86.83 million yuan. The net financing buy was -15.39 million yuan, indicating more repayments than new purchases [1]. - The financing balance of Moen Electric reached 183 million yuan, accounting for 6.19% of its market capitalization, which is above the 90th percentile of the past year, suggesting a high level of leverage [1]. Group 2 - As of August 20, the number of shareholders for Moen Electric increased to 27,900, while the average circulating shares per person decreased by 0.14% to 15,753 shares [2]. - For the first half of 2025, Moen Electric reported revenue of 813 million yuan, a year-on-year increase of 39.32%, but the net profit attributable to shareholders decreased by 39.53% to 5.71 million yuan [2]. - Since its A-share listing, Moen Electric has distributed a total of 116 million yuan in dividends, with 8.78 million yuan distributed in the last three years [3].
中超控股8月27日获融资买入3844.76万元,融资余额1.80亿元
Xin Lang Cai Jing· 2025-08-28 01:41
Group 1 - The core viewpoint of the news is that Zhongchao Holdings experienced a decline in stock price and trading volume, with significant financing activities indicating a high level of market interest despite the drop [1][2] - As of August 27, Zhongchao Holdings' stock price fell by 3.46%, with a trading volume of 580 million yuan, and a net financing outflow of 2.20 million yuan [1] - The company's financing balance reached 180 million yuan, accounting for 2.89% of its market capitalization, indicating a relatively high level compared to the past year [1] Group 2 - As of August 20, the number of shareholders for Zhongchao Holdings increased to 174,200, while the average circulating shares per person decreased by 0.41% to 7,493 shares [2] - For the first quarter of 2025, Zhongchao Holdings reported a revenue of 1.035 billion yuan, reflecting a year-on-year growth of 0.81%, while the net profit attributable to shareholders was -20.24 million yuan, showing a year-on-year increase of 23.08% [2] - The company has distributed a total of 305 million yuan in dividends since its A-share listing, with 42.44 million yuan distributed in the last three years [3]
远程股份: 国浩律师(上海)事务所关于远程电缆股份有限公司2024年度向特定对象发行A股股票之补充法律意见书(三)(修订稿)
Zheng Quan Zhi Xing· 2025-06-17 12:31
Core Viewpoint - The document outlines the legal opinions and updates regarding the issuance of A-shares by Yuan Cheng Cable Co., Ltd., addressing compliance with relevant laws and regulations, and the implications of past legal issues on the company's current operations and future prospects [2][3][25]. Group 1: Legal Compliance and Issuance - Yuan Cheng Cable Co., Ltd. has engaged Grandall Law Firm as a legal advisor for its 2024 A-share issuance to specific investors [1]. - The law firm has conducted thorough checks in accordance with the Company Law, Securities Law, and relevant regulations, issuing multiple legal opinions and reports regarding the A-share issuance [2][3]. - The latest legal opinion (Supplementary Legal Opinion III) addresses inquiries from the Shenzhen Stock Exchange and updates on previous legal documents [3][5]. Group 2: Past Legal Issues and Implications - The company faced penalties for failing to disclose external guarantees, related transactions, and significant lawsuits, resulting in a fine of 500,000 yuan and a warning to the former actual controller [6][26]. - The company asserts that the violations occurred between 2017 and 2019, and it has since made necessary disclosures, arguing that the statute of limitations for potential investor claims has expired [7][25]. - Currently, only one investor lawsuit has been filed, claiming damages of 221,842 yuan, with the company estimating potential maximum compensation exposure of 16.82 million yuan [8][25]. Group 3: Future Risks and Considerations - The company acknowledges the possibility of future lawsuits but maintains that the current legal framework suggests that past violations do not pose a significant risk to its operations or financial status [25][26]. - The law firm emphasizes that the company has complied with legal requirements and that the current management has no recent penalties or investigations against them [26][28]. - The document concludes that the company is positioned to proceed with its A-share issuance without significant legal hindrances, provided it continues to adhere to regulatory standards [25][30].
远程股份: 《董事会审计委员会议事规则》(2025年5月)
Zheng Quan Zhi Xing· 2025-05-14 12:15
Core Points - The article outlines the rules and regulations governing the Audit Committee of Remote Cable Co., Ltd, aiming to enhance internal governance and oversight of the company's operations [1][2][3] Group 1: General Provisions - The Audit Committee is established as a specialized working body under the Board of Directors, responsible for reporting to the Board and exercising the powers of a supervisory board as stipulated by the Company Law [1] - The Audit Committee is supported by an internal audit department that handles daily operations and reports to the Committee [1] Group 2: Composition of the Committee - The Audit Committee consists of three directors who are not senior management, with a majority being independent directors, and the chairperson must be a professional in accounting [2] - The term of the Audit Committee members aligns with that of the Board, and if an independent director resigns, they must continue to fulfill their duties until a new director is appointed [2] Group 3: Responsibilities and Authority - The Audit Committee is responsible for reviewing financial information, supervising internal and external audits, and ensuring the accuracy of financial reports [3][4] - Key responsibilities include approving financial reports, hiring or dismissing external auditors, and overseeing internal audit plans [3][5] - The Committee must report any significant issues found during audits to the Board and ensure compliance with internal control standards [5][6] Group 4: Meeting Procedures - The Audit Committee must hold at least one meeting per quarter, with a quorum requiring two-thirds of members to be present [12] - Meetings can be conducted in person or via other communication methods, and relevant materials must be provided at least three days prior to meetings [12][13] - Decisions are made by majority vote, and meeting records must be accurately maintained for ten years [22][23]
万马股份(002276) - 002276万马股份投资者关系管理信息20250429
2025-04-29 14:52
Group 1: Company Overview and Strategy - Zhejiang Wanma Co., Ltd. focuses on a "dual-wing" development strategy encompassing three main business sectors: power cables, new materials, and new energy [2][3]. - The power cable sector is the largest and foundational business, leveraging existing production capabilities and market advantages for stable growth [2][3]. Group 2: Product Differentiation - The power cable sector primarily produces power cables of various voltage levels for infrastructure and large projects, serving clients in sectors like state grid, rail transit, and real estate [3]. - The equipment cable sector specializes in industrial smart cables and various specialized cables, targeting industries such as smart manufacturing and clean energy [3]. Group 3: Robotics and Automation Solutions - The Wanma Robot Intelligent CCa System offers customized electrical connection solutions for automation equipment, enhancing product offerings from single cables to integrated solutions [4]. - The company emphasizes ongoing technical support and product reliability tracking to improve product quality and customer satisfaction [4]. Group 4: Competitive Advantages - Wanma's competitive edge in robot cables includes advanced product design capabilities, a certified laboratory for testing, and a strong focus on manufacturing quality [5]. - The company participates in setting industry standards, which enhances its market position and recognition [5]. Group 5: Market Presence and Production Capacity - Wanma's high molecular ultra-high voltage insulation material aims for an annual production capacity of 60,000 tons post-project completion, with a domestic market share increase from approximately 15% in 2021 to about 20% [5][6]. - The company currently has 40,513 public charging piles and 3,047 charging stations, reflecting its commitment to the new energy sector [6]. Group 6: Raw Material Impact - Fluctuations in copper prices directly affect the cable sector's performance, despite the company employing strategies to mitigate risks [6]. - The new materials sector is influenced by the prices of petrochemical-derived raw materials, which can impact profitability [6].
球冠电缆:北交所信息更新:国内电网市场开拓继续取得成效,预计2024归母净利润+9.22%-20250313
KAIYUAN SECURITIES· 2025-03-13 08:05
Investment Rating - The investment rating for the company is "Outperform" (maintained) [4] Core Views - The company is expected to achieve a net profit attributable to shareholders of 134 million yuan in 2024, representing a year-on-year growth of 9.22%. The revenue is projected to reach 3.581 billion yuan, reflecting a year-on-year increase of 20.06% [4] - The company continues to make progress in expanding its domestic power grid market, particularly in the Zhejiang region, which has shown recovery growth [4] - Due to increased competition in the overall cable market and fluctuations in copper prices, the profit forecast for 2024-2026 has been adjusted downwards [4] Financial Summary and Valuation Indicators - Revenue for 2024 is estimated at 3.581 billion yuan, with a year-on-year growth of 20.1% [8] - The net profit attributable to shareholders for 2024 is projected at 134 million yuan, with a year-on-year growth of 9.3% [8] - The company's gross margin is expected to be 12.5% in 2024, with a net margin of 3.7% [12] - The earnings per share (EPS) for 2024 is forecasted to be 0.50 yuan, with a price-to-earnings (P/E) ratio of 19.8 times [8] - The return on equity (ROE) is projected to be 12.0% in 2024, increasing to 14.5% by 2026 [12] Market Expansion and Development - The company is actively expanding its market presence among large state-owned enterprises and has made significant progress in foreign trade [5] - A procurement framework contract has been signed with Wanhua Chemical Group for the supply of power cables, further solidifying its position in the market [5] - The company is also advancing its research and development efforts in 500kV ultra-high voltage cables, which is expected to provide ongoing business momentum due to large-scale updates in the power grid [6]