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思林杰股价涨5.15%,光大保德信基金旗下1只基金重仓,持有2981股浮盈赚取9181.48元
Xin Lang Cai Jing· 2025-11-26 03:15
资料显示,广州思林杰科技股份有限公司位于广东省广州市番禺区石碁镇创运路6号(自编号1栋厂房), 成立日期2005年4月21日,上市日期2022年3月14日,公司主营业务涉及嵌入式智能仪器模块等工业自动 化检测产品的设计、研发、生产及销售。主营业务收入构成为:嵌入式智能仪器模块53.28%,自动化 生产测试设备28.36%,其他11.22%,机器视觉产品6.75%,其他(补充)0.38%。 光大保德信诚鑫混合A(003115)基金经理为朱剑涛。 11月26日,思林杰涨5.15%,截至发稿,报62.85元/股,成交2371.05万元,换手率0.58%,总市值41.90 亿元。 从基金十大重仓股角度 数据显示,光大保德信基金旗下1只基金重仓思林杰。光大保德信诚鑫混合A(003115)三季度持有股 数2981股,占基金净值比例为1.04%,位居第九大重仓股。根据测算,今日浮盈赚取约9181.48元。 光大保德信诚鑫混合A(003115)成立日期2016年12月15日,最新规模360.51万。今年以来收益 41.48%,同类排名1141/8134;近一年收益43.67%,同类排名1032/8056;成立以来收益96.2 ...
浙江杭州杀出一家IPO,产能利用率未饱和仍扩产,频繁转让股份套现近
Sou Hu Cai Jing· 2025-11-19 14:53
来源:IPO魔女 作者:Jasper 来源:IPO魔女 2025年11月21日,易思维(杭州)科技股份有限公司(以下简称"易思维")将迎来上交所科创板上市委员会上市审核,公司保荐机构为国投证 券,拟募集资金12.14亿元。 据上会稿披露,截至25年上半年,易思维交易性金融资产金额为1.4亿元,货币资金为6431万元,而此次募集资金包括1亿元的补流,易思维报告 期内营业成本最高为1.3亿元,表明公司资金还是较为充足的,那本此的募集资金的必要性在哪?此外,拟募资项目中还有用于机器视觉产品产业 化基地项目、机器视觉研发中心项目,分别拟投入募集资金为7.05亿元、4.09亿元,然而易思维产能利用率有明显下滑,那么实际扩产的必要性在 哪?是否有充足的产能消化能力? 此外,报告期内(22年至25年6月),实控人频繁转让股份,从22年至25年,实控人通过多轮的股权转让累计套现资金八千万元左右,此外,据 悉,易思维还曾与国投基金进行对赌,对赌主要内容为易思维于2024年6月30日前申请并通过省证监局对公司的上市辅导验收,若未完成,在国投 基金决定退出后,安丰富盛等7名投资者有意向受让国投基金持有的易思维股份,并且按照27亿元 ...
思特威:公司的机器视觉产品在全球范围内拥有显著的技术影响力和市场地位
Zheng Quan Ri Bao· 2025-11-18 12:44
(文章来源:证券日报) 证券日报网讯思特威11月18日在互动平台回答投资者提问时表示,作为机器视觉领域的先行者与引领 者,公司的机器视觉产品在全球范围内拥有显著的技术影响力和市场地位,产品已广泛应用于包括以智 能制造、智能筛检和智能物流读码等为代表的工业制造及物流领域,以及无人机、扫地机器人、工业和 多种形态机器人、刷脸支付、电子词典笔和AR/VR智能机器人等为代表的新兴应用领域,并与多家头 部客户保持着紧密的合作关系。 ...
兆龙互连跌0.23%,成交额1.17亿元,今日主力净流入-352.46万
Xin Lang Cai Jing· 2025-11-18 11:18
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connection products [7]. - The revenue composition includes: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from specialized cables, 11.62% from connection products, and 5.94% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%. The net profit attributable to the parent company was 138 million yuan, with a year-on-year increase of 53.82% [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Market Position and Strategy - The company has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cable [2]. - The company’s optical products serve high-end domestic markets, including financial systems, higher education, and healthcare, while also expanding into overseas markets [2]. - Zhaolong Interconnect is one of the few companies capable of designing and manufacturing data cables up to category 8, meeting the new data transmission demands of the 5G era [2]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 38,100, with an average of 6,721 shares per shareholder, a decrease of 7.49% from the previous period [7]. - The stock has seen a net outflow of 3.5246 million yuan from major investors today, with a total of 15.63 billion yuan net inflow in the industry, indicating a lack of clear trend in major investor activity [4][5].
大华股份:拟将控股子公司华睿科技分拆至香港联交所主板上市
Ge Long Hui· 2025-11-17 13:03
格隆汇11月17日丨大华股份(002236.SZ)公布,公司拟将控股子公司华睿科技分拆至香港联交所主板上 市。本次分拆完成后,公司股权结构不会因本次分拆而发生变化,且结合相关规则要求及公司实际情 况,公司将采取必要措施保证其作为华睿科技控股股东的地位不发生变化。通过本次分拆,华睿科技作 为公司下属专业从事用于工业互联领域的机器视觉和AMR移动机器人核心组件、整机产品及解决方案 的研发、生产及销售的业务主体,将实现独立上市。通过在香港联交所主板上市,将有助于华睿科技充 实资本实力和拓宽融资渠道,进而提升综合竞争力及盈利能力,加速华睿科技发展,把握产业崛起的机 遇,建立独立的资本市场平台和市场化的激励机制,激发华睿科技活力,助力业务不断做大做强。 ...
兆龙互连涨0.37%,成交额1.12亿元,近5日主力净流入-2569.28万
Xin Lang Cai Jing· 2025-11-17 07:28
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB. Group 1: Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, special cables, and connection products [7] - The revenue composition includes: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [7] - As of September 30, 2025, the company had 38,100 shareholders, an increase of 8.59% from the previous period, with an average of 6,721 circulating shares per shareholder, a decrease of 7.49% [7] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 3: Market Position and Product Offerings - The company has established itself as a core partner for international leading interconnect solution providers in the active cable (AEC) sector, leveraging its technological expertise in high-speed cable [2] - The optical products offered by the company include fiber optic jumpers, MPO/MTP pre-terminated cables, and LC fiber optic connectors, primarily serving high-end projects in finance, education, healthcare, and exhibitions, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables exceeding category 6, 7, and even 8, meeting the new data transmission demands of the 5G era [2] Group 4: Investment and Market Trends - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 61.93% of total revenue as of the 2024 annual report [3] - The stock has seen a recent increase in trading activity, with a turnover rate of 0.90% and a total market capitalization of 15.229 billion yuan [1]
本周2只新股申购!天然铀“国家队”将登陆A股!
Zheng Quan Shi Bao· 2025-11-16 23:54
Group 1: New IPOs - This week, there are two new stocks available for subscription: one from the Shenzhen main board and one from the Beijing Stock Exchange [1] - The Beijing Stock Exchange new stock, Jingchuang Electric, has an issue price of 12.1 yuan and a price-to-earnings ratio of 13.47, while the industry average dynamic P/E ratio is 39 [2] - The Shenzhen main board new stock, China Uranium Industry, is a key player in China's natural uranium supply, focusing on the comprehensive utilization of natural uranium and radioactive co-mineral resources [2] Group 2: Financial Performance - China Uranium Industry reported revenues of 10.535 billion yuan, 14.801 billion yuan, 17.279 billion yuan, and 9.551 billion yuan for the years 2022 to the first half of 2025, with net profits of 1.520 billion yuan, 1.511 billion yuan, 1.712 billion yuan, and 871 million yuan respectively [2] - The compound annual growth rates for revenue and net profit over the last three years are 28.07% and 6.12%, indicating stable growth [2] Group 3: Fundraising and Investment Plans - China Uranium Industry plans to raise 4.11 billion yuan through its IPO, which will be used for natural uranium capacity construction, comprehensive utilization of radioactive co-mineral resources, and to supplement working capital [3] - The projects aim to significantly enhance domestic natural uranium supply security and promote the large-scale and intensive development of the radioactive co-mineral resources industry [3] Group 4: Other IPOs - Five companies are scheduled for IPO meetings this week, including Zhenstone Co., Ltd. and Yisiwei, which are targeting the Shanghai and Science and Technology Innovation boards respectively [4] - Zhenstone Co., Ltd. specializes in the research, production, and sales of fiber-reinforced materials in the clean energy sector, holding over 35% of the global market share in wind power fiberglass fabric [4] - Yisiwei focuses on machine vision products for the automotive manufacturing sector, holding the top market share in China [5]
易思维11月21日上交所首发上会 拟募资12.14亿元
Zhong Guo Jing Ji Wang· 2025-11-14 13:45
易思维的保荐机构是国投证券股份有限公司,保荐代表人是陈毅浩、唐斌。 易实思远直接持有公司26,311,907股股份,占公司总股本的35.08%,为公司的控股股东。公司实际 控制人为郭寅。郭寅直接持有公司12.27%股份,通过实际控制易实思远、易实天诚、易实至诚分别间 接控制公司35.08%股份、5.95%股份、2.83%股份,合计控制公司56.13%股份。并且自公司设立以来, 郭寅一直担任公司的执行董事/董事长、总经理,因此郭寅为公司实际控制人。 易思维拟在上交所科创板上市,拟募集资金121,431.46万元,分别用于机器视觉产品产业化基地项 目、机器视觉研发中心项目、补充流动资金。 中国经济网北京11月14日讯 据上交所网站消息,上海证券交易所上市审核委员会定于2025年11月 21日召开2025年第57次上市审核委员会审议会议,届时将审议易思维(杭州)科技股份有限公司(简 称"易思维")的首发事项。 (责任编辑:何潇) ...
易思维11月21日上交所首发上会 拟募资12.14亿元
Zhong Guo Jing Ji Wang· 2025-11-14 13:39
中国经济网北京11月14日讯据上交所网站消息,上海证券交易所上市审核委员会定于2025年11月21日召 开2025年第57次上市审核委员会审议会议,届时将审议易思维(杭州)科技股份有限公司(简称"易思维") 的首发事项。 易思维拟在上交所科创板上市,拟募集资金121,431.46万元,分别用于机器视觉产品产业化基地项目、 机器视觉研发中心项目、补充流动资金。 易思维的保荐机构是国投证券股份有限公司,保荐代表人是陈毅浩、唐斌。 易实思远直接持有公司26,311,907股股份,占公司总股本的35.08%,为公司的控股股东。公司实际控制 人为郭寅。郭寅直接持有公司12.27%股份,通过实际控制易实思远、易实天诚、易实至诚分别间接控 制公司35.08%股份、5.95%股份、2.83%股份,合计控制公司56.13%股份。并且自公司设立以来,郭寅 一直担任公司的执行董事/董事长、总经理,因此郭寅为公司实际控制人。 ...
上会日期定了!易思维11月21日IPO迎考,拟募资12.14亿元
Bei Jing Shang Bao· 2025-11-14 13:16
本次冲击上市,易思维拟募集资金约12.14亿元,扣除发行费用后,将用于机器视觉产品产业化基地项 目、机器视觉研发中心项目、补充流动资金。 北京商报讯(记者马换换李佳雪)11月14日晚间,上交所官网显示,易思维(杭州)科技股份有限公司(以下 简称"易思维")科创板IPO将于11月21日上会。 据悉,易思维科创板IPO于2025年6月5日获得受理,并于当年6月27日进入问询阶段。公司专注于汽车 制造机器视觉设备的研发、生产及销售,为汽车整车及零部件制造过程的各工艺环节提供机器视觉解决 方案。 ...