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董承非大调仓!
中国基金报· 2025-08-20 08:17
Core Viewpoint - The article discusses the recent investment activities of Dong Chengfei, the Chief Research Officer of Ruijun Asset, highlighting new positions in Yangjie Technology and Rabbit Baby, while reducing holdings in Chipeng Micro [2][9]. Group 1: Yangjie Technology - Dong Chengfei's Ruijun Youfu No. 1 private equity fund has newly entered the top ten circulating shareholders of Yangjie Technology, acquiring 2.5533 million shares with a reference market value of 133 million yuan, accounting for 0.47% of the circulating shares [5][6]. - Yangjie Technology reported a total revenue of 3.455 billion yuan in the first half of the year, a year-on-year increase of 20.58%, and a net profit attributable to shareholders of 601 million yuan, up 41.55% [7]. - The company's stock price has increased approximately 34% year-to-date, recovering from a drop to 37.59 yuan per share in April to around 58 yuan per share [7]. Group 2: Rabbit Baby - Ruijun Youfu No. 1 private equity fund has also newly invested in Rabbit Baby, holding 6.068 million shares with a reference market value of 59 million yuan, making it the ninth largest circulating shareholder [10][11]. - Rabbit Baby reported a revenue of 3.634 billion yuan in the first half of the year, a year-on-year decrease of 7.01%, while the net profit attributable to shareholders was 268 million yuan, an increase of 9.71% [12]. - The stock price of Rabbit Baby has declined approximately 8.8% year-to-date [13]. Group 3: Chipeng Micro - Ruijun Youfu No. 1 and No. 3 funds have reduced their holdings in Chipeng Micro by 420,000 shares, bringing the total holdings down to 2.4158 million shares, with a reference market value of 135 million yuan [15]. - Chipeng Micro achieved a revenue of 636 million yuan in the first half of the year, a year-on-year increase of 40.32%, and a net profit attributable to shareholders of 90 million yuan, up 106.02% [14].
扬杰科技看上了这家IPO失败企业
IPO日报· 2025-03-14 09:44
星标 ★ IPO日报 精彩文章第一时间推送 又一家IPO撤否公司,改道"牵手"上市公司。 3月13日午间,扬杰科技披露公告称,公司拟以发行股份及支付现金方式购买东莞市贝特电子科技股份有限公司(以下简称"贝特电子")控制权,并募集 配套资金。 公司证券自3月13日开市起开始停牌,公司预计在不超过10个交易日的时间内申请复牌。 制图:佘诗婕 标的公司曾冲击创业板IPO 01 一些投资者对于上市公司此次收购的贝特电子或许并不陌生。 此前,贝特电子曾在新三板挂牌。具体来看,贝特电子于2016年4月25日正式在股转系统挂牌并公开转让。2018年7月11日,该公司终止挂牌。 贝特电子曾有过一段IPO经历。2023年6月,贝特电子创业板IPO获得受理,公司拟首发募资5.5亿元,不过在2024年8月IPO撤单。 据悉,贝特电子主要从事电力电子保护元件及相关配件的研发、生产与销售,主要产品有电力熔断器、电子熔断器、自恢复保险丝、一次性热熔断体及可 复位温控器等。 2021年至2023年,公司营业收入分别为4.49亿元、5.61亿元及6.27亿元,净利润分别约为3392.49万元、9025.17万元和1.10亿元,扣非归母净利润 ...