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阿拉丁股价涨5.18%,摩根士丹利基金旗下1只基金重仓,持有27.59万股浮盈赚取17.65万元
Xin Lang Cai Jing· 2025-09-26 03:23
Group 1 - Aladdin Biochemical Technology Co., Ltd. experienced a stock price increase of 5.18%, reaching 12.99 CNY per share, with a trading volume of 100 million CNY and a turnover rate of 2.37%, resulting in a total market capitalization of 4.321 billion CNY [1] - The company, established on March 16, 2009, and listed on October 26, 2020, focuses on the research, production, and sales of reagents, with its main revenue sources being research reagents (96.96%), laboratory consumables (2.15%), and other supplementary products (0.89%) [1] Group 2 - Morgan Stanley's fund, specifically the Morgan Stanley Yu Yue An He Mixed A Fund (009893), has a significant position in Aladdin, having increased its holdings by 59,700 shares in the second quarter, totaling 275,900 shares, which represents 5.24% of the fund's net value, making it the sixth-largest holding [2] - The Morgan Stanley Yu Yue An He Mixed A Fund was established on September 24, 2020, with a current size of 28.9066 million CNY, achieving a year-to-date return of 22.61% and a one-year return of 35.66%, ranking 4240 out of 8171 and 4277 out of 8004 in its category, respectively [2]
阿拉丁涨2.11%,成交额1315.74万元,主力资金净流入168.62万元
Xin Lang Cai Jing· 2025-09-26 02:02
Core Viewpoint - Aladdin's stock price has shown fluctuations in recent trading periods, with a current market capitalization of 4.194 billion yuan and a notable increase in share price of 11.27% year-to-date [1][2]. Financial Performance - For the first half of 2025, Aladdin achieved a revenue of 275 million yuan, reflecting a year-on-year growth of 15.45%, while the net profit attributable to shareholders decreased by 39.79% to 28.4635 million yuan [2]. - Cumulatively, Aladdin has distributed 241 million yuan in dividends since its A-share listing, with 150 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 26, Aladdin's stock rose by 2.11% to 12.61 yuan per share, with a trading volume of 13.1574 million yuan and a turnover rate of 0.32% [1]. - The net inflow of main funds was 1.6862 million yuan, with large orders accounting for 19.87% of purchases and 7.05% of sales [1]. Shareholder Structure - As of June 30, 2025, Aladdin had 12,500 shareholders, an increase of 22.88% from the previous period, with an average of 26,670 circulating shares per shareholder, a decrease of 2.42% [2]. - Among the top ten circulating shareholders, several funds have adjusted their holdings, with notable changes in the shares held by various funds [3].
阿拉丁股价连续8天下跌累计跌幅18.6%,摩根士丹利基金旗下1只基金持27.59万股,浮亏损失81.38万元
Xin Lang Cai Jing· 2025-09-03 07:53
Company Overview - Aladdin Biochemical Technology Co., Ltd. is located at 36 Nanta, Xinjinqiao Road, Pudong New District, Shanghai, established on March 16, 2009, and listed on October 26, 2020. The company specializes in the research, production, and sales of reagents, with main business revenue composition: 96.96% from research reagents, 2.15% from laboratory consumables, and 0.89% from other sources [1]. Stock Performance - As of September 3, Aladdin's stock price decreased by 0.92%, trading at 12.91 CNY per share, with a total transaction volume of 86.79 million CNY and a turnover rate of 2.00%. The total market capitalization stands at 4.294 billion CNY. The stock has experienced a continuous decline for 8 days, with a cumulative drop of 18.6% during this period [1]. Fund Holdings - Morgan Stanley's fund has a significant position in Aladdin, with the "Morgan Stanley Youyue Anhe Mixed A" fund (009893) increasing its holdings by 59,700 shares in the second quarter, totaling 275,900 shares, which accounts for 5.24% of the fund's net value, ranking it as the sixth-largest holding. The estimated floating loss today is approximately 33,100 CNY, with a total floating loss of 813,800 CNY during the 8-day decline [2]. Fund Performance - The "Morgan Stanley Youyue Anhe Mixed A" fund was established on September 24, 2020, with a current size of 28.9066 million CNY. Year-to-date returns are 20.64%, ranking 3666 out of 8180 in its category, while the one-year return is 31.74%, ranking 4447 out of 7967. Since inception, the fund has incurred a loss of 28.99% [2]. Fund Manager Information - The fund manager of "Morgan Stanley Youyue Anhe Mixed A" is Zhao Weijie, who has been in the position for 4 years and 185 days. The total asset size under management is 305 million CNY, with the best fund return during his tenure being 23.35% and the worst being -31% [2].
泰坦科技股价下跌2.49% 大宗交易折价近15%
Jin Rong Jie· 2025-08-26 19:03
Group 1 - Titan Technology's stock price closed at 29.41 yuan on August 26, 2025, down 0.75 yuan or 2.49% from the previous trading day [1] - The stock opened at 30.20 yuan, reached a high of 30.70 yuan, and a low of 29.16 yuan, with a trading volume of 53,000 hands and a transaction amount of 157 million yuan [1] - The company experienced a net inflow of 250,000 yuan from a transaction of 100,000 shares at a price of 25.00 yuan, which was a discount of 14.99% compared to the closing price [1] Group 2 - Titan Technology operates in the professional services industry, providing research reagents, laboratory consumables, and equipment, primarily serving research institutions, universities, and corporate R&D departments [1] - The main capital inflow for the company was 16.34 million yuan, with a cumulative net inflow of 10.97 million yuan over the past five days [1]
医药:科研服务与上游:自主可控趋势再深化,国产厂商迎来重大发展机遇
Guotou Securities· 2025-04-17 03:05
Investment Rating - The industry investment rating is "Outperform the Market - A" [3][27] Core Insights - The trend of self-control in the research service and upstream sectors is deepening, presenting significant development opportunities for domestic manufacturers due to U.S. export controls and reciprocal tariffs [1][2] - The import dependence and trade deficit in scientific instruments are high, with a low domestic production rate. In 2023, China's scientific instrument imports were approximately 17 billion USD, while exports were about 4.3 billion USD, indicating a substantial trade deficit [7][14] - The recent U.S. export controls and tariff increases have heightened the importance of self-sufficiency in the domestic scientific instrument industry, with significant opportunities expected for domestic manufacturers in various segments [22][18] Summary by Sections 1. Scientific Instruments: Core Track Under Self-Control Trend - Current Situation: High import dependence, large trade deficit, and low domestic production rates. The market for high-end scientific instruments is dominated by imported brands [7][14] - Marginal Changes: U.S. export controls and reciprocal tariffs have increased the urgency for self-sufficiency in the domestic scientific instrument supply chain [18][22] - Outlook: The procurement difficulty and costs for imported scientific instruments are expected to rise, reshaping the market landscape and providing growth opportunities for domestic manufacturers such as Haier Biomedical and East China Pharmaceutical [22][9] 2. Research Reagents and Laboratory Consumables: Acceleration of Domestic Substitution - The impact of U.S. tariffs on imports may benefit domestic products, particularly in the research reagent and laboratory consumables sectors, where the domestic production rate is low [2][23] - The market for laboratory consumables in China was approximately 57.55 billion CNY in 2023, with a compound annual growth rate (CAGR) of about 20% from 2019 to 2023 [25] - Potential beneficiaries of the domestic substitution trend include companies like Nanwei Technology and Aolimai, which have a significant domestic revenue structure [24][9]