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荣利营造早盘涨超14% 公司携手多家新能源龙头共建联盟 新能源业务进入收益兑现阶段
Zhi Tong Cai Jing· 2025-10-09 02:03
据悉,今年5月,荣利营造联合三一集团、宁德时代(300750)等龙头发起成立香港零碳智能联盟,核 心目标是构建"光、储、充、换、回收"全链条解决方案。此次签约,直接推动业务从产业链协同布局与 能力储备向订单收益转化,成为新能源板块盈利的关键转折点。 消息面上,近日,在ReThink HK2025可持续发展展会现场,荣利营造子公司荣利新能源与三一中富香 港联合举办战略合作签约仪式,一举签署四项关键协议。此次签约,是香港零碳智能联盟战略蓝图在商 业落地方面的具体体现。对荣利营造而言,更意味着其新能源业务从前期布局正式进入收益兑现阶段。 荣利营造(09639)早盘涨超14%,截至发稿,涨13.51%,报1.26港元,成交额491.88万港元。 ...
华丰科技股价涨5.31%,金信基金旗下1只基金重仓,持有2万股浮盈赚取10.55万元
Xin Lang Cai Jing· 2025-09-30 01:56
Group 1 - The core viewpoint of the news is the performance and market position of Sichuan Huafeng Technology Co., Ltd., which saw a stock price increase of 5.31% to 104.49 CNY per share, with a total market capitalization of 48.169 billion CNY [1] - The company specializes in the research, production, and sales of optical and electrical connectors and cable components, with its main business revenue composition being 61.65% from components, 29.83% from connectors, 5.90% from system interconnection products, and 1.68% from other supporting components [1] - The company was established on November 21, 1994, and was listed on June 27, 2023, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Huafeng Technology, with its Jin Xin Multi-Strategy Selected Mixed A Fund holding 20,000 shares, representing 3.95% of the fund's net value, making it the fifth-largest holding [2] - The Jin Xin Multi-Strategy Selected Mixed A Fund has shown impressive performance, with a year-to-date return of 42.92% and a one-year return of 106.93%, ranking 236 out of 8010 in its category [2] - The fund manager, Tan Zhiming, has been in position for 174 days, with the fund's total asset size at 142 million CNY, achieving a best return of 45.06% during his tenure [3]
华丰科技股价跌5.06%,海富通基金旗下1只基金重仓,持有2.01万股浮亏损失10.76万元
Xin Lang Cai Jing· 2025-09-26 02:33
Core Points - Huafeng Technology's stock price dropped by 5.06% to 100.52 CNY per share, with a trading volume of 677 million CNY and a turnover rate of 3.63%, resulting in a total market capitalization of 46.339 billion CNY [1] - The company, established on November 21, 1994, specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [1] - The revenue composition of Huafeng Technology includes components (61.65%), connectors (29.83%), system interconnection products (5.90%), other supporting components (1.68%), and others (0.94%) [1] Fund Holdings - Hai Fu Tong Fund has a significant holding in Huafeng Technology, with its Hai Fu Tong Research Selected Mixed Fund C (006556) maintaining 20,100 shares, unchanged from the previous period, accounting for 2.06% of the fund's net value, ranking as the sixth largest holding [2] - The fund has a total scale of 10.9828 million CNY and has achieved a year-to-date return of 44.65%, ranking 1614 out of 8171 in its category [2] - Over the past year, the fund has returned 60.4%, ranking 2136 out of 8004, and since its inception, it has achieved a return of 63.42% [2] Fund Manager Information - The fund manager of Hai Fu Tong Research Selected Mixed Fund C is Wang Jinxiang, who has been in the position for 6 years and 331 days [3] - The total asset scale of the fund under Wang's management is 55.6015 million CNY, with the best return during his tenure being 106.91% and the worst being -1.85% [3]
华丰科技股价跌5.06%,中海基金旗下1只基金重仓,持有1.64万股浮亏损失8.8万元
Xin Lang Cai Jing· 2025-09-26 02:33
9月26日,华丰科技跌5.06%,截至发稿,报100.52元/股,成交6.78亿元,换手率3.63%,总市值463.39 亿元。 中海混改红利混合A(001574)基金经理为时奕。 截至发稿,时奕累计任职时间1年90天,现任基金资产总规模1.87亿元,任职期间最佳基金回报 49.46%, 任职期间最差基金回报2.63%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 资料显示,四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号,成立日期1994年11月 21日,上市日期2023年6月27日,公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为:组件61.65%,连接器29.83%,系统互连产品 5.90%,其他配套件1.68%,其他(补充)0.94%。 从基金十大重仓股角度 数据显示,中海基金旗下1只基金重仓华丰科技。中海混改红利混合A(001574)二季度减持2316股, 持有 ...
华丰科技股价涨5.04%,南方基金旗下1只基金位居十大流通股东,持有169.45万股浮盈赚取879.47万元
Xin Lang Cai Jing· 2025-09-25 03:43
9月25日,华丰科技涨5.04%,截至发稿,报108.18元/股,成交13.46亿元,换手率7.05%,总市值498.70 亿元。 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模649.53亿。今年以来收益27.85%,同 类排名1954/4220;近一年收益63.96%,同类排名1325/3820;成立以来收益13.14%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间6年324天,现任基金资产总规模949.76亿元,任职期间最佳基金回报 137.49%, 任职期间最差基金回报-15.93%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号,成立日期1994年11月 21日,上市日期2023年6月27日,公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为:组件61.65 ...
华丰科技9月23日获融资买入2.22亿元,融资余额9.78亿元
Xin Lang Cai Jing· 2025-09-24 01:40
Core Insights - Huafeng Technology experienced a 3.62% decline in stock price on September 23, with a trading volume of 2.139 billion yuan [1] - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.105 billion yuan, up 128.26% year-on-year, and net profit of 151 million yuan, up 940.64% year-on-year [2] Financing and Margin Trading - On September 23, Huafeng Technology had a financing buy-in of 222 million yuan and a repayment of 280 million yuan, resulting in a net financing outflow of 58.53 million yuan [1] - The total margin trading balance for Huafeng Technology as of September 23 was 982 million yuan, with the financing balance accounting for 5.18% of the circulating market value, indicating a high level compared to the past year [1] - The company had a short selling activity on September 23, with 760 shares sold and a remaining short selling balance of 3.67 million shares, also indicating a high level compared to the past year [1] Shareholder Structure - As of June 30, 2025, Huafeng Technology had 22,200 shareholders, a decrease of 1.83% from the previous period, while the average number of circulating shares per shareholder increased by 3.84% to 8,171 shares [2] - The top ten circulating shareholders included several institutional investors, with notable increases in holdings from Guotou Ruijin New Energy Mixed A and Guotai Junan Military Industry ETF [3]
华丰科技股价涨5.34%,太平基金旗下1只基金重仓,持有1.88万股浮盈赚取10.52万元
Xin Lang Cai Jing· 2025-09-22 05:57
资料显示,四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号,成立日期1994年11月 21日,上市日期2023年6月27日,公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为:组件61.65%,连接器29.83%,系统互连产品 5.90%,其他配套件1.68%,其他(补充)0.94%。 从基金十大重仓股角度 数据显示,太平基金旗下1只基金重仓华丰科技。太平睿盈混合A(006973)二季度持有股数1.88万股, 占基金净值比例为0.49%,位居第五大重仓股。根据测算,今日浮盈赚取约10.52万元。 太平睿盈混合A(006973)成立日期2019年3月25日,最新规模1.71亿。今年以来收益7.88%,同类排名 6146/8244;近一年收益25.95%,同类排名5487/8066;成立以来收益41.4%。 太平睿盈混合A(006973)基金经理为史彦刚、邵闯。 9月22日,华丰科技涨5.34%,截至发稿,报110.55元/股,成交23.27亿元,换手率12.06%,总市值 509.63亿元。 截至发稿,史彦刚累计任职时间13年317天, ...
华丰科技股价涨5.34%,易方达基金旗下1只基金重仓,持有1.7万股浮盈赚取9.54万元
Xin Lang Cai Jing· 2025-09-22 05:57
Group 1 - The core viewpoint of the news is that Huafeng Technology has seen a significant increase in stock price and trading volume, indicating strong market interest and potential investment opportunities [1] - As of September 22, Huafeng Technology's stock price rose by 5.34% to 110.55 CNY per share, with a trading volume of 2.327 billion CNY and a turnover rate of 12.06%, resulting in a total market capitalization of 50.963 billion CNY [1] - The company, established on November 21, 1994, specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [1] Group 2 - From the perspective of major fund holdings, one fund under E Fund has a significant position in Huafeng Technology, with E Fund CSI 1000 Quantitative Enhanced A holding 17,000 shares, accounting for 0.41% of the fund's net value, ranking as the ninth largest holding [2] - The E Fund CSI 1000 Quantitative Enhanced A fund, established on April 25, 2023, has a current scale of 128 million CNY and has achieved a year-to-date return of 36.32%, ranking 1185 out of 4222 in its category [2] - The fund's managers, Yin Ming and Huang Jiansheng, have demonstrated strong performance, with Yin Ming achieving a best return of 92.37% and Huang Jiansheng achieving a best return of 57.73% during their respective tenures [2]
华丰科技涨2.08%,成交额4.41亿元,主力资金净流入4370.86万元
Xin Lang Cai Jing· 2025-09-16 02:16
Group 1 - The core viewpoint of the news highlights the significant stock performance and financial growth of Huafeng Technology, with a year-to-date stock price increase of 165.12% and a recent market capitalization of 40.93 billion yuan [1][2] - As of June 30, 2025, Huafeng Technology reported a revenue of 1.105 billion yuan, representing a year-on-year growth of 128.26%, and a net profit attributable to shareholders of 151 million yuan, showing a remarkable increase of 940.64% [2][3] - The company specializes in the research, production, and sales of optical and electrical connectors and cable components, with its main revenue sources being components (61.65%), connectors (29.83%), and system interconnection products (5.90%) [2] Group 2 - The stock trading data indicates a net inflow of 43.71 million yuan from main funds, with significant buying activity from large orders, reflecting strong investor interest [1] - Huafeng Technology has appeared on the "Dragon and Tiger List" twice this year, indicating notable trading activity, with the most recent net buying of 5.24 million yuan on February 28 [1] - The company is categorized under the defense and military electronics sector, with involvement in key concepts such as 5G and data centers [2]
中复神鹰(688295):销量高增,扭亏为盈
Changjiang Securities· 2025-09-07 09:46
Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company reported a significant increase in sales, achieving a revenue of approximately 920 million yuan for the first half of 2025, representing a year-on-year growth of 26%. However, the net profit attributable to shareholders was approximately 12 million yuan, a decline of 52% year-on-year. In Q2 2025, revenue reached about 520 million yuan, showing an impressive year-on-year growth of 83%, with a net profit of approximately 57 million yuan, marking a substantial increase of 440% year-on-year [2][6]. Summary by Sections Sales Growth and Market Performance - The company experienced a substantial increase in sales, with specific product categories such as 3K tow products growing by 77% year-on-year and high-strength high-modulus products by 53%. The sales in the new energy sector, including wind, solar, and hydrogen, increased by 63%, with wind energy sales growing over 200% year-on-year [13]. Cost Management and Profitability - The company achieved a significant reduction in production costs and expenses, resulting in a turnaround to profitability in Q2. The gross margin for the carbon fiber business was approximately 15.3%, down 8 percentage points year-on-year, but Q2 saw a gross margin improvement to about 24.5%, up 21 percentage points quarter-on-quarter. The reduction in costs was partly due to a decrease in the price of acrylonitrile, contributing to a cost reduction of approximately 400 yuan per ton [13]. Industry Dynamics and Future Outlook - The carbon fiber industry is witnessing a recovery in supply-demand dynamics, with the capacity utilization rate rising from 48% to 60% since March. The company is expected to see continued growth in demand from sectors such as automotive and low-altitude economy. The company’s carbon fiber capacity is projected to reach 28,500 tons in 2023, with future expansions expected to bring total capacity to 58,500 tons [13]. Financial Projections - The company’s projected net profits for 2025, 2026, and 2027 are estimated at 170 million, 400 million, and 690 million yuan, respectively, with corresponding valuations of 127, 54, and 32 times earnings [13].