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禾川科技股价跌5.05%,英大基金旗下1只基金重仓,持有2万股浮亏损失4.84万元
Xin Lang Cai Jing· 2025-10-10 06:58
10月10日,禾川科技跌5.05%,截至发稿,报45.47元/股,成交2.89亿元,换手率5.63%,总市值68.67亿 元。 资料显示,浙江禾川科技股份有限公司位于浙江龙游经济开发区亲善路5号,成立日期2011年11月22 日,上市日期2022年4月28日,公司主营业务涉及从事工业自动化产品的研发、生产、销售及应用集 成。主营业务收入构成为:工控产品92.54%,机床6.35%,其他(补充)1.11%。 从基金十大重仓股角度 数据显示,英大基金旗下1只基金重仓禾川科技。英大灵活配置A(001270)二季度持有股数2万股,占 基金净值比例为4.05%,位居第七大重仓股。根据测算,今日浮亏损失约4.84万元。 英大灵活配置A(001270)成立日期2015年5月7日,最新规模69.67万。今年以来收益35.64%,同类排 名2890/8166;近一年收益36.66%,同类排名2537/8014;成立以来收益99.7%。 英大灵活配置A(001270)基金经理为张大铮、刘宇斌、霍达。 截至发稿,张大铮累计任职时间5年280天,现任基金资产总规模220.58亿元,任职期间最佳基金回报 90.62%, 任职期间最差基 ...
禾川科技10月9日获融资买入4167.07万元,融资余额3.67亿元
Xin Lang Cai Jing· 2025-10-10 01:42
截至6月30日,禾川科技股东户数1.09万,较上期减少14.61%;人均流通股10192股,较上期增加 22.98%。2025年1月-6月,禾川科技实现营业收入5.09亿元,同比增长5.32%;归母净利润-3816.23万 元,同比减少30.72%。 分红方面,禾川科技A股上市后累计派现4377.95万元。 机构持仓方面,截止2025年6月30日,禾川科技十大流通股东中,永赢先进制造智选混合发起A (018124)位居第三大流通股东,持股672.37万股,相比上期增加380.11万股。鹏华碳中和主题混合A (016530)位居第五大流通股东,持股317.86万股,相比上期增加58.97万股。华夏中证机器人ETF (562500)位居第八大流通股东,持股203.33万股,相比上期增加36.25万股。 责任编辑:小浪快报 10月9日,禾川科技涨1.92%,成交额2.33亿元。两融数据显示,当日禾川科技获融资买入额4167.07万 元,融资偿还3024.58万元,融资净买入1142.49万元。截至10月9日,禾川科技融资融券余额合计3.67亿 元。 融资方面,禾川科技当日融资买入4167.07万元。当前融资余额3. ...
众业达9月30日获融资买入614.54万元,融资余额1.37亿元
Xin Lang Cai Jing· 2025-10-09 01:21
机构持仓方面,截止2025年6月30日,众业达十大流通股东中,香港中央结算有限公司位居第八大流通 股东,持股485.60万股,相比上期增加164.19万股。 责任编辑:小浪快报 截至6月30日,众业达股东户数3.36万,较上期减少8.76%;人均流通股11890股,较上期增加9.60%。 2025年1月-6月,众业达实现营业收入54.58亿元,同比增长4.79%;归母净利润1.30亿元,同比减少 0.22%。 分红方面,众业达A股上市后累计派现15.60亿元。近三年,累计派现5.17亿元。 融资方面,众业达当日融资买入614.54万元。当前融资余额1.37亿元,占流通市值的2.76%,融资余额 低于近一年20%分位水平,处于低位。 融券方面,众业达9月30日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元;融 券余量0.00股,融券余额0.00元,超过近一年50%分位水平,处于较高位。 资料显示,众业达电气股份有限公司位于广东省汕头市龙湖区珠津工业区珠津一横街1号,成立日期 2000年4月14日,上市日期2010年7月6日,公司主营业务涉及通过自有的销售网络分销签约供应商的工 业电 ...
001314,重大资产重组,停牌
Zheng Quan Shi Bao· 2025-09-28 14:09
Core Viewpoint - Yidao Information is planning to acquire controlling stakes in two companies, Guangzhou Langguo Electronic Technology Co., Ltd. and Shenzhen Chengwei Information Co., Ltd., and has suspended trading since September 29, 2023, for up to 10 trading days [1][4]. Group 1: Acquisition Details - The transaction is expected to constitute a major asset restructuring and is anticipated to involve related party transactions, but will not lead to a change in the actual controller of the company [1]. - The preliminary agreement has been signed with the actual controllers of Langguo Technology and Chengwei Information, but the final scope of the transaction parties is yet to be determined [1][4]. Group 2: Company Background - Yidao Information focuses on product definition and R&D design, providing smart electronic products and solutions, with business segments including rugged smart terminals and consumer smart terminals [4]. - Langguo Technology, established in 2013, specializes in interactive control and device interconnection solutions, while Chengwei Information, founded in 2005, focuses on electronic products and information system integration [4]. Group 3: Future Plans and R&D - Yidao Information plans to disclose the transaction scheme by October 21, 2023, in compliance with relevant disclosure requirements [4][5]. - The company aims to enhance R&D efforts in AI, spatial computing, and native hardware, and has established the Yidao Research Institute to collaborate with various research institutions [6]. - The company is also focusing on adapting R&D in XR and AIoT, as well as domestically controllable products, to seize opportunities in digital China and industrial advancements [6].
调研速递|亿道信息接受五矿证券等2家机构调研 营收增长与研发投入成关注焦点
Xin Lang Cai Jing· 2025-09-16 12:39
Group 1 - The core viewpoint of the news is that Yidao Information is experiencing positive growth in the smart electronic products and solutions sector, as highlighted by a recent institutional research event [1] - The company primarily focuses on product definition and R&D design, with its business divided into rugged smart terminals and consumer smart terminals [1] - The rugged smart terminal segment includes rugged laptops, tablets, handheld terminals, and industrial control products, which are applied in various scenarios such as smart manufacturing [1] Group 2 - In the first half of 2025, the overall business of the company showed good growth, with rugged smart terminal business increasing by 24.71%, smart hardware business by 16.27%, and XR and AIoT business by 27.60% [1] - R&D expenses in the first half of 2025 increased by 2.71% year-on-year, indicating a commitment to innovation [1] - The company is actively increasing R&D investment in areas such as artificial intelligence, spatial computing, and native hardware, aiming to meet differentiated customer needs and support larger brand clients [1]
调研速递|亿道信息接受中金公司等2家机构调研 业务增长与发展规划成焦点
Xin Lang Cai Jing· 2025-09-05 11:43
Group 1 - The core viewpoint of the news is that Yidao Information is showcasing its development dynamics and potential in the smart electronic products sector through recent institutional research activities [1] - The company is primarily focused on product definition and R&D design, offering solutions in two main business segments: rugged smart terminals and consumer smart terminals [1] - The rugged smart terminal segment includes rugged laptops, tablets, handheld terminals, and industrial control products, which are applied in various scenarios such as smart manufacturing [1] Group 2 - In the first half of the year, the company experienced significant business growth, with rugged smart terminal business increasing by 24.71%, smart hardware business by 16.27%, and XR and AIoT business by 27.60% [1] - The company maintains a stable gross margin between 14% and 20%, which is higher than the industry average, despite fluctuations due to product mix and sales structure changes [2] - Future development directions include deepening customer needs exploration, enriching product lines, and enhancing R&D in XR, AIoT, and domestically controllable products to create new profit growth points [2]
禾川科技8月28日获融资买入6880.75万元,融资余额3.69亿元
Xin Lang Cai Jing· 2025-08-29 02:05
8月28日,禾川科技跌1.49%,成交额4.63亿元。两融数据显示,当日禾川科技获融资买入额6880.75万 元,融资偿还9261.71万元,融资净买入-2380.96万元。截至8月28日,禾川科技融资融券余额合计3.69 亿元。 融资方面,禾川科技当日融资买入6880.75万元。当前融资余额3.69亿元,占流通市值的6.80%,融资余 额超过近一年60%分位水平,处于较高位。 机构持仓方面,截止2025年6月30日,禾川科技十大流通股东中,永赢先进制造智选混合发起A (018124)位居第三大流通股东,持股672.37万股,相比上期增加380.11万股。鹏华碳中和主题混合A (016530)位居第五大流通股东,持股317.86万股,相比上期增加58.97万股。华夏中证机器人ETF (562500)位居第八大流通股东,持股203.33万股,相比上期增加36.25万股。 责任编辑:小浪快报 截至6月30日,禾川科技股东户数1.09万,较上期减少14.61%;人均流通股10192股,较上期增加 22.98%。2025年1月-6月,禾川科技实现营业收入5.09亿元,同比增长5.32%;归母净利润-3816.23万 ...
众业达8月27日获融资买入946.17万元,融资余额1.45亿元
Xin Lang Cai Jing· 2025-08-28 01:33
8月27日,众业达跌3.88%,成交额7939.25万元。两融数据显示,当日众业达获融资买入额946.17万 元,融资偿还1170.86万元,融资净买入-224.69万元。截至8月27日,众业达融资融券余额合计1.45亿 元。 融资方面,众业达当日融资买入946.17万元。当前融资余额1.45亿元,占流通市值的2.84%,融资余额 低于近一年40%分位水平,处于较低位。 融券方面,众业达8月27日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元;融 券余量0.00股,融券余额0.00元,低于近一年50%分位水平,处于较低位。 资料显示,众业达电气股份有限公司位于广东省汕头市龙湖区珠津工业区珠津一横街1号,成立日期 2000年4月14日,上市日期2010年7月6日,公司主营业务涉及通过自有的销售网络分销签约供应商的工 业电气元器件产品,以及进行系统集成产品和成套制造产品的生产和销售。主营业务收入构成为:低压 电气产品分销63.73%,工控产品分销26.72%,中压电气产品分销7.62%,系统集成与成套制造0.90%, 其他0.85%,其他(补充)0.18%。 截至3月31日,众业达股 ...
东吴证券晨会纪要-20250827
Soochow Securities· 2025-08-26 23:31
Macro Strategy - The core viewpoint highlights the unprecedented removal of Federal Reserve Governor Cook by Trump, raising concerns about the independence of the Federal Reserve and the potential for more "Trump-aligned" appointees, which could lead to increased expectations for interest rate cuts next year [1] - Following the removal announcement, long-term U.S. Treasury yields and gold prices rose, while the U.S. dollar index fell, indicating market reactions to the uncertainty surrounding the Federal Reserve's future [1] Fixed Income - The report indicates a cautious approach in the convertible bond market, suggesting a reduction in exposure to high-priced targets while increasing allocations to ETFs to balance risks [2][3] - The 10-year government bond yield increased from 1.745% to 1.785%, reflecting market adjustments [2] Industry Insights - Longi Green Energy's Q2 performance showed a reduction in losses, with production capacity gradually increasing, maintaining a "buy" rating [4] - Zhuhai Guanyu's mobile phone shipments saw significant growth, aligning with expectations, and the company is rated as a "buy" [4] - Hunan YN's profit forecast for 2025-2027 was adjusted downwards due to lithium carbonate price pressures, but the company maintains a "buy" rating based on its market position [7] - The report on Aima Technology indicates a slight downward adjustment in profit forecasts for 2025-2026, but the company is still rated as a "buy" due to its strong market position and ongoing product development [9] - The report on Yutong Bus highlights performance driven by exports, with expectations for a strong second half of 2025 [10] - The analysis of Minsheng Health indicates stable growth in traditional products and clear growth in probiotics, suggesting a positive outlook for future growth [13] - The report on Ganfeng Lithium indicates a downward adjustment in profit forecasts for 2025-2027, but the company is still rated as a "buy" due to its global resource layout [20] - The report on Jianghuai Automobile indicates a strategic partnership with Huawei and ongoing collaborations with other tech firms, maintaining a "buy" rating despite competitive pressures [22] - The report on Yingjia Wine suggests a focus on mid-range products, with expectations for improved performance following inventory clearance [23]
风华高科: 第一创业证券承销保荐有限责任公司关于公司部分募集资金投资项目缩减投资规模的核查意见
Zheng Quan Zhi Xing· 2025-08-21 16:59
Core Viewpoint - The company plans to reduce the investment scale and adjust the construction period of the Xianghe Project due to changes in market demand and its own business strategy, aiming to optimize resource allocation and enhance operational efficiency [1][5][6] Fundraising Overview - The company raised a total of RMB 4,999,999,910.00 through a non-public offering of 261,780,100 shares at RMB 19.10 per share, with actual funds received after fees amounting to RMB 4,972,899,910.31 [1] Fund Management - The company has established a dedicated account for the management of raised funds, ensuring compliance with regulations and protecting investor interests [2] Project Investment Scale and Timeline Adjustment - The total investment scale of the Xianghe Project is reduced from RMB 750,516 million to RMB 527,181.46 million, while the construction period is extended from 52 months to 64 months [3][4] Reasons for Investment Scale Reduction - The decision to reduce the investment scale is influenced by a significant change in the electronic industry market, with a focus on high-end markets such as automotive electronics and industrial control, while slowing down the production of small-sized MLCCs [3][4][5] Impact on the Company - The adjustments are expected to enhance management efficiency and resource allocation without adversely affecting the company's normal operations or shareholder interests [5][6] Review Procedures - The board of directors and the supervisory board have approved the proposal to reduce the investment scale and adjust the construction period, which will be submitted for shareholder approval [6]