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歌尔股份股价涨5.08%,财通证券资管旗下1只基金重仓,持有42.33万股浮盈赚取59.26万元
Xin Lang Cai Jing· 2025-11-25 02:49
数据显示,财通证券资管旗下1只基金重仓歌尔股份。财通资管均衡臻选混合A(015718)三季度持有 股数42.33万股,占基金净值比例为3.13%,位居第十大重仓股。根据测算,今日浮盈赚取约59.26万 元。 11月25日,歌尔股份涨5.08%,截至发稿,报28.97元/股,成交13.25亿元,换手率1.48%,总市值 1027.17亿元。 资料显示,歌尔股份有限公司位于山东省潍坊高新技术产业开发区东方路268号,成立日期2001年6月25 日,上市日期2008年5月22日,公司主营业务涉及精密零组件业务、智能声学整机业务和智能硬件业 务。主营业务收入构成为:智能硬件54.17%,智能声学整机22.17%,精密零组件20.25%,其他(补 充)3.41%。 从基金十大重仓股角度 截至发稿,王浩冰累计任职时间4年304天,现任基金资产总规模22.26亿元,任职期间最佳基金回报 48.65%, 任职期间最差基金回报9.3%。 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 ...
歌尔股份股价涨5.08%,景顺长城基金旗下1只基金重仓,持有53.11万股浮盈赚取74.35万元
Xin Lang Cai Jing· 2025-11-25 02:40
数据显示,景顺长城基金旗下1只基金重仓歌尔股份。景顺长城睿成混合A类(004707)三季度持有股 数53.11万股,占基金净值比例为2.72%,位居第九大重仓股。根据测算,今日浮盈赚取约74.35万元。 景顺长城睿成混合A类(004707)成立日期2017年11月10日,最新规模6.2亿。今年以来收益33.85%, 同类排名1646/8136;近一年收益29.43%,同类排名2236/8058;成立以来收益100.43%。 景顺长城睿成混合A类(004707)基金经理为王勇。 截至发稿,王勇累计任职时间2年82天,现任基金资产总规模106.6亿元,任职期间最佳基金回报 29.94%, 任职期间最差基金回报-7.68%。 责任编辑:小浪快报 11月25日,歌尔股份涨5.08%,截至发稿,报28.97元/股,成交13.20亿元,换手率1.48%,总市值 1027.17亿元。 资料显示,歌尔股份有限公司位于山东省潍坊高新技术产业开发区东方路268号,成立日期2001年6月25 日,上市日期2008年5月22日,公司主营业务涉及精密零组件业务、智能声学整机业务和智能硬件业 务。主营业务收入构成为:智能硬件54.17% ...
楚天龙11月21日获融资买入1491.88万元,融资余额2.00亿元
Xin Lang Cai Jing· 2025-11-24 01:31
11月21日,楚天龙跌2.89%,成交额1.70亿元。两融数据显示,当日楚天龙获融资买入额1491.88万元, 融资偿还1866.32万元,融资净买入-374.43万元。截至11月21日,楚天龙融资融券余额合计2.01亿元。 融资方面,楚天龙当日融资买入1491.88万元。当前融资余额2.00亿元,占流通市值的2.37%,融资余额 低于近一年10%分位水平,处于低位。 分红方面,楚天龙A股上市后累计派现2.31亿元。近三年,累计派现1.67亿元。 机构持仓方面,截止2025年9月30日,楚天龙十大流通股东中,华宝中证金融科技主题ETF(159851) 位居第三大流通股东,持股387.81万股,相比上期增加187.02万股。香港中央结算有限公司位居第五大 流通股东,持股197.13万股,相比上期增加23.21万股。博时金融科技ETF(516860)位居第七大流通股 东,持股77.67万股,为新进股东。 责任编辑:小浪快报 融券方面,楚天龙11月21日融券偿还300.00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4300.00股,融券余额7.95万元,低于近一年10%分位水平,处于低 ...
钛媒体「2025 EDGE AWARDS 创新评选」正式开启,在全球视野中锚定创新版图
Sou Hu Cai Jing· 2025-11-22 03:05
钛媒体「2025 EDGE AWARDS 创新评选」正式启动! 作为钛媒体T-EDGE最重要的年度评选,EDGE AWARDS始终以"价值"为核心,着眼于世界前沿,是具有权威性、先锋性和敏锐挖掘力的全球创新榜单。 2025年,"创新"不再是单一市场的技术突破,而是在全球体系中共同塑造价值的能力。钛媒体2025 EDGE AWARDS创新榜单正基于这一认知全面升维—— 我们将突破传统评奖对"技术参数"或"商业规模"的单一要素评判标准,进一步关注创新要素在全球场景中的链接力、适应性与价值重塑效应。 在这里,"创新"的评判标准将从单一产品和技术扩展到供应链、生态链与价值链。 我们将以更开放的国际视野,复盘这一年技术与产业的跃迁,致敬那些重新定义时代边界的企业、产品与人物。 「最佳AI产业公司」 表彰在人工智能技术研发、商业落地与产业协同方面取得突破性进展,并引领行业标准、推动生态共赢的标杆企业。 评选流程 11月24日—12月15日 正式开启项目征集、自荐、筛选 12月15日—12月20日 专业评审委员会评选 12月21日 公布EDGE AWARDS获奖名单 作为全球创新平台的重要价值坐标,EDGE AWARDS始 ...
长株潭走访记:工业老城如何焕新?
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-21 12:25
21世纪经济报道记者 冉黎黎 工业老城如何转型?这是记者在走访位于湘江畔的长株潭三城时,脑海中经常萦绕的问题。 近日,21世纪经济报道记者跟随工业和信息化部"新型工业化媒体调研行"湖南站采访活动走访了长沙、 株洲、湘潭三地的多个企业。 如何发展?记者注意到,其中一大关键在于长株潭三地借助产业基础和政策服务,从空间与时间两个维 度上发力。 空间维度上,株洲与长沙借助产业集聚,让近距离的产业配套成为培育新兴产业的空间优势。 株洲方面,近年来,湖南省高度重视北斗产业发展和规模应用,株洲市被明确为全省北斗产业发展的主 要承载地。株洲尽管在北斗产业上没有基础,但本地的轨道交通装备、中小航空发动机等国家先进制造 业集群远近闻名。这一优势,便成为了吸引企业入驻的一个切入点。 因为卫星需要精密加工、需要航天材料,株洲的产业基础与卫星制造形成天然的适配性。 长沙方面,则在上下游产业配套上下功夫,"不用去外地"被当地企业反复提及,作为文旅全产业链综合 服务商的明和集团便是其一。 从历史上看,这三座城市是我国工业版图上的重要坐标,在工业领域有着深厚的历史积淀。长沙的工程 机械产业历经了半个多世纪的积淀与磨砺,而株洲、湘潭均为老工业 ...
歌尔股份跌2.01%,成交额5.85亿元,主力资金净流出4624.99万元
Xin Lang Cai Jing· 2025-11-21 02:03
Core Viewpoint - The stock of GoerTek Inc. has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 8.68%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, GoerTek reported a revenue of 68.107 billion yuan, a year-on-year decrease of 2.21%, while the net profit attributable to shareholders was 2.587 billion yuan, reflecting a year-on-year growth of 10.33% [2]. - The company has distributed a total of 5.476 billion yuan in dividends since its A-share listing, with 2.227 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 21, GoerTek's stock price was 27.73 yuan per share, with a market capitalization of 98.321 billion yuan. The trading volume was 585 million yuan, with a turnover rate of 0.67% [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent instance on October 10, where it recorded a net buy of -418 million yuan [1]. Shareholder Information - As of October 31, GoerTek had 340,700 shareholders, an increase of 6.79% from the previous period, with an average of 9,191 circulating shares per shareholder, a decrease of 6.33% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 102 million shares, a decrease of 4.1903 million shares from the previous period [3].
龙旗科技:关于首次公开发行股票募集资金部分专户销户完成的公告
Zheng Quan Ri Bao· 2025-11-20 13:44
(文章来源:证券日报) 证券日报网讯 11月20日晚间,龙旗科技发布公告称,截至本公告披露日,公司用于"南昌智能硬件制造 中心改扩建项目"的募集资金已使用完毕,公司按计划已对相关募集资金账户办理销户手续。 ...
消费风格中如何跑出收益——对话国泰基金陆经纬
2025-11-20 02:16
Summary of Key Points from Conference Call Industry or Company Involved - Focus on investment strategies in the context of the Chinese consumer market and technology sector, particularly companies like Alibaba, Tencent, Xiaomi, and the liquor industry. Core Points and Arguments 1. **Investment Goals and Strategies** The fund management aims for a reasonable annualized compound return of 10%-15%, emphasizing both absolute and relative returns. Financial metrics such as ROIC and ROE are used to filter high-quality companies, alongside strict valuation methods. [1][2][3] 2. **Investment Selection Criteria** The approach combines fundamental research with valuation pricing, focusing on "good industry, good company, good price." Industries with stable business models and long life cycles are prioritized, along with companies that play a leading role in the supply chain. [1][5] 3. **Portfolio Allocation** The portfolio is divided into three categories: high volatility offensive, medium volatility stable, and low volatility defensive. This aims to achieve steady growth while reducing volatility through diversified industry styles. [1][6] 4. **Dividend and Low Volatility Stocks** In a low-interest-rate environment, companies with stable dividend yields of 4%-5% are still valuable. Attention is given to companies maintaining financial health during economic downturns, providing a safety margin during recovery phases. [1][7] 5. **Technology Sector Investment Opportunities** The investment focus is on hardware leading to software advancements and business model transformations. Companies like Alibaba are seen as having significant long-term returns due to substantial R&D investments. [1][8] 6. **Comparison of Chinese Consumer Assets** Chinese consumer assets are significantly undervalued compared to global counterparts. For instance, Alibaba's e-commerce profits are compared to Walmart's, highlighting a substantial valuation gap. [3][11] 7. **Investment in Liquor Industry** The liquor industry is characterized by a long life cycle and consistent cash flow, with a recommendation to invest during low points in the cycle for higher returns over two to three years. [3][13] 8. **New vs. Old Consumption** Both old and new consumption sectors have unique growth potentials. The strategy involves balancing investments in stable, traditional companies with innovative, high-growth new companies. [12][19] 9. **Economic Downturn Opportunities** The current economic downturn is seen as a phase where traditional industry leaders may perform well. Companies with strong cash flows and healthy financials are prioritized for investment. [15][18] 10. **Consumer Goods Investment Distinction** The distinction between discretionary and non-discretionary consumer goods is emphasized, with a focus on companies that create emotional value for consumers. [16] 11. **Balanced Allocation Between Consumption Types** The portfolio maintains a balanced allocation between old and new consumption, with a preference for traditional sectors while remaining open to attractive new consumption opportunities. [19] 12. **Risk Management through Diversification** The strategy includes diversifying across industries and styles to lower portfolio volatility and achieve stable growth, particularly in traditional sectors like steel and food and beverage. [20] Other Important but Possibly Overlooked Content - The emphasis on the importance of management quality in new consumption companies and the need for in-depth research into their business models. [14][17] - The potential for significant returns from companies that can adapt to changing market conditions and consumer preferences, particularly in the context of AI and technology advancements. [10][8]
【投融资动态】绮算法A+轮融资,投资方为啟赋资本
Sou Hu Cai Jing· 2025-11-17 11:44
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 证券之星消息,根据天眼查APP于11月12日公布的信息整理,重庆绮算法科技有限公司A+轮融资,融 资额未披露,参与投资的机构包括啟赋资本。 | 公布日 | 投资方 | 交易金额 | 融资轮次 | | --- | --- | --- | --- | | 2025-11-12 | 啟赋资本 | 未披露 | A+轮 | | 2025-02-05 | 星连资本 | 千万级人民币 | A轮 | 重庆绮算法科技有限公司是重庆市政府重点引入的一家AI大数据服务商,公司在重庆、上海、深圳、 美国匹兹堡、费城设有研发中心和分支机构。公司以"让宠物活得更健康、活得得更好"为目标,以"AI 芯片加速卡"、"智能硬件"、"AI诊疗系统"为手段,研发了首个深度学习智能项圈、首个可解释AI诊疗 系统均已实际落地。通过"AI硬件+软件"构建起宠物画像,提供包括但不限于宠物行为、病理、生理、 消费等多模态数据解决方案。为2C(消费者)和2B(企业)提供宠物健康消费全生命周期的市场赋能 解决方案。 数据来源:天眼查AP ...
扭亏为盈的目标,Keep想让孙颖莎先背了
Guan Cha Zhe Wang· 2025-11-09 03:12
Core Insights - Keep has signed table tennis world champion Sun Yingsha as its brand ambassador, marking a strategic shift in its branding approach since signing celebrity Yi Yangqianxi in 2021 [1][3] - This partnership reflects Keep's transition from fitness tools to a comprehensive sports platform, leveraging AI technology and celebrity endorsements for sustainable growth [3][10] Brand Strategy - The choice of Sun Yingsha as a brand ambassador indicates a balance between short-term performance and long-term strategic positioning, moving from "traffic stars" to world champions [4] - Sun Yingsha's commercial value is recognized by multiple brands, showcasing her strong consumer influence and purchasing power [5] Sales Performance - Sun Yingsha's endorsement has led to significant sales achievements, such as a record-breaking online sales of over 20 million yuan on the first day of her announcement with Xiangpiaopiao [7] - The "champion model" has resulted in a surge in consumer demand, contrasting with the overall industry slowdown [7] User Engagement - Keep has created a complete user experience loop around Sun Yingsha's endorsement, including interactive events and tasks within its app [8] - The launch of the "Sun Yingsha x Keep" series attracted 78,000 participants on its first day, setting a record for daily calorie contributions [10] Financial Performance - Keep's "medal economy" has become a significant revenue stream, with a 370% increase in paid content revenue through virtual sports events [11] - The company achieved its first profitability since 2019, with online membership and paid content revenue surpassing its own sports products for the first time [11] Market Challenges - Keep's journey to IPO has faced challenges, including a decline in share price and difficulties in market validation of its business model [12] - The company has experienced a decrease in active users and subscription rates, indicating potential issues with user retention and engagement [13][14] Business Model - Keep's diversified approach has led to diminishing returns, as it struggles with competition in hardware and consumer goods without strong supply chain advantages [15] - The reliance on marketing for growth has resulted in rising customer acquisition costs, while loyalty and repurchase rates remain low [15]