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亨通光电股价跌6.34%,摩根基金旗下1只基金重仓,持有1.06万股浮亏损失1.52万元
Xin Lang Cai Jing· 2025-10-13 02:07
摩根量化多因子混合(005120)基金经理为何智豪。 截至发稿,何智豪累计任职时间4年252天,现任基金资产总规模154.3亿元,任职期间最佳基金回报 58.12%, 任职期间最差基金回报-37.27%。 10月13日,亨通光电跌6.34%,截至发稿,报21.13元/股,成交6.19亿元,换手率1.17%,总市值521.22 亿元。 资料显示,江苏亨通光电股份有限公司位于江苏省苏州市吴江区中山北路2288号,成立日期1993年6月5 日,上市日期2003年8月22日,公司主营业务涉及通信网络和能源互联领域高端技术、产品研发生产及 系统集成服务,全球海缆通信网络的建设业务。主营业务收入构成为:智能电网36.98%,铜导体 25.02%,工业与新能源智能11.28%,光通信10.94%,海洋能源与通信9.57%,其他5.33%,其他(补 充)0.88%。 从基金十大重仓股角度 数据显示,摩根基金旗下1只基金重仓亨通光电。摩根量化多因子混合(005120)二季度持有股数1.06 万股,占基金净值比例为1.05%,位居第四大重仓股。根据测算,今日浮亏损失约1.52万元。 摩根量化多因子混合(005120)成立日期20 ...
中天科技: 江苏中天科技股份有限公司关于2025年“提质增效重回报”行动方案半年度实施情况评估报告
Zheng Quan Zhi Xing· 2025-08-25 16:31
Core Viewpoint - The company is actively implementing its "Quality Improvement and Efficiency Enhancement" action plan to drive high-quality development and enhance investment value, focusing on energy interconnection and information communication construction [1][2]. Group 1: Business Performance - The company achieved an operating income of 23.6 billion yuan, a year-on-year increase of 10.19%, and a net profit attributable to the parent company of 1.568 billion yuan, up 7.38% year-on-year [2]. - The company is committed to differentiated innovation, leveraging 30 years of technology and industry accumulation in the "light" and "electric" core technology fields to build a unique competitive advantage [2][3]. Group 2: Innovation and Development - The company established a Future Industry Research Institute to create an open collaborative innovation model, focusing on strategic emerging industries such as artificial intelligence, smart robotics, low-altitude economy, and health [2]. - The company is integrating resources in the marine and power sectors to provide comprehensive solutions, achieving international leading results in various technological innovations [3]. Group 3: Governance and Compliance - The company emphasizes the importance of governance and compliance, continuously improving its internal control system and enhancing the governance level to ensure sustainable and stable development [5][6]. - The company has revised 19 relevant company systems in accordance with the latest laws and regulations, including the cancellation of the supervisory board, to align with the new Company Law [5]. Group 4: Sustainability and Green Innovation - The company integrates green and low-carbon strategies into its development, achieving a reduction of 3,826 tons in comprehensive energy consumption and a decrease of 23,000 tons in carbon dioxide emissions [6][7]. - The company has launched 182 green low-carbon projects, resulting in significant carbon reduction and energy savings [6][7]. Group 5: Shareholder Returns - The company has implemented a cash dividend distribution policy, with a total cash dividend of 2.11 billion yuan over the past three years, accounting for 66.77% of the average net profit [9]. - The company has executed four share repurchase plans, with a total repurchase amount exceeding 620 million yuan, reflecting its commitment to enhancing shareholder value [10]. Group 6: Investor Communication - The company prioritizes investor relations management, ensuring compliance with legal and regulatory requirements while enhancing the quality of information disclosure [10][11]. - The company conducts regular communication with institutional investors through roadshows and performance briefings to address investor concerns and improve report readability [10].