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兆丰股份股价跌5.37%,永赢基金旗下1只基金位居十大流通股东,持有477.61万股浮亏损失2903.88万元
Xin Lang Cai Jing· 2025-11-04 05:47
Group 1 - The core point of the news is that Zhaofeng Co., Ltd. experienced a decline of 5.37% in its stock price, reaching 107.24 CNY per share, with a trading volume of 188 million CNY and a turnover rate of 1.64%, resulting in a total market capitalization of 10.966 billion CNY [1] - Zhaofeng Co., Ltd. is located in the Xiaoshan Economic and Technological Development Zone of Hangzhou, Zhejiang Province, and was established on November 28, 2002. The company was listed on September 8, 2017, and its main business involves the research, production, and sales of automotive wheel hub bearing units [1] - The revenue composition of Zhaofeng Co., Ltd. is as follows: wheel hub bearing units account for 95.64%, separation bearings 2.87%, materials and leasing 1.11%, and other components 0.38% [1] Group 2 - Among the top ten circulating shareholders of Zhaofeng Co., Ltd., Yongying Fund's advanced manufacturing mixed fund A (018124) increased its holdings by 1.6989 million shares in the third quarter, bringing its total holdings to 4.7761 million shares, which represents 4.67% of the circulating shares. The estimated floating loss today is approximately 29.0388 million CNY [2] - The Yongying Advanced Manufacturing Mixed Fund A (018124) was established on May 4, 2023, with a latest scale of 4.697 billion CNY. Year-to-date returns are 84.47%, ranking 142 out of 8150 in its category; the one-year return is 142.89%, ranking 9 out of 8043; and since inception, the return is 133.32% [2]
兆丰股份的前世今生:2025年三季度营收5.11亿行业排20,净利润3.04亿行业排9
Xin Lang Zheng Quan· 2025-10-30 14:10
Core Viewpoint - Zhaofeng Co., Ltd. is a leading enterprise in the automotive hub bearing unit sector, with advanced R&D technology and production processes, and its product quality and performance are among the best in the industry [1] Group 1: Business Performance - In Q3 2025, Zhaofeng achieved revenue of 511 million yuan, ranking 20th among 21 companies in the industry, significantly lower than the top company Zhongce Rubber's 33.683 billion yuan and second-ranked Sailun Tire's 27.587 billion yuan [2] - The main business composition includes hub bearing units at 329 million yuan, accounting for 95.64%, while net profit for the same period was 304 million yuan, ranking 9th in the industry [2] Group 2: Financial Ratios - As of Q3 2025, Zhaofeng's debt-to-asset ratio was 12.78%, lower than the previous year's 13.89% and significantly below the industry average of 49.47%, indicating strong solvency [3] - The gross profit margin for the same period was 27.96%, slightly down from 29.08% year-on-year but still above the industry average of 16.40% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 40.25% to 6,687, while the average number of circulating A-shares held per household increased by 67.37% to 15,300 [5] - Notable shareholders include Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in holdings [5] Group 4: Strategic Insights - Zhaofeng's core logic includes steady growth in the hub bearing unit business, investment returns from industrial funds, and expansion into humanoid robot screw production [6] - The company plans to produce 300,000 sets of electric vehicle control systems by the end of 2025 and is developing high-end industrial bearings [6] - Projected net profits for 2025-2027 are 170 million, 200 million, and 250 million yuan, with a CAGR of approximately 21.1% [6]
兆丰股份:公司通过IPO以及定向增发项目实施的募投项目中已有多个关于汽车轮毂轴承单元扩产能项目
Zheng Quan Ri Bao Wang· 2025-10-30 10:17
Core Viewpoint - Zhaofeng Co., Ltd. (300695) announced on October 30 that it has completed the fundraising for its "annual production of 3.6 million automotive wheel hub bearing units expansion project" as part of its IPO and targeted issuance projects [1] Group 1: Company Expansion Plans - The company has multiple expansion projects related to automotive wheel hub bearing units as part of its fundraising initiatives [1] - The company adheres to a principle of prudent investment and scientific layout in its capacity expansion efforts [1] - As the main business continues to improve, the company plans to gradually release its previously established capacity in line with business scale expansion [1]
兆丰股份股价跌5.4%,永赢基金旗下1只基金位居十大流通股东,持有477.61万股浮亏损失2942.09万元
Xin Lang Cai Jing· 2025-10-30 01:52
Group 1 - The core point of the news is that Zhaofeng Co., Ltd. experienced a 5.4% decline in stock price, reaching 107.94 CNY per share, with a total market capitalization of 11.038 billion CNY [1] - Zhaofeng Co., Ltd. is primarily engaged in the research, production, and sales of automotive wheel hub bearing units, which account for 95.64% of its main business revenue [1] - The company was established on November 28, 2002, and went public on September 8, 2017 [1] Group 2 - Yongying Fund's advanced manufacturing mixed fund increased its holdings in Zhaofeng Co., Ltd. by 1.6989 million shares in the third quarter, now holding 4.76% of the circulating shares [2] - The fund has a total scale of 4.697 billion CNY and has achieved a year-to-date return of 87.59% [2] - The fund manager, Zhang Lu, has a total fund asset scale of 22.921 billion CNY, with the best fund return during his tenure being 134.76% [3]
兆丰股份(300695) - 300695兆丰股份投资者关系管理信息20251030
2025-10-30 01:10
Group 1: Company Overview - Zhejiang Zhaofeng Electromechanical Co., Ltd. is listed under stock code 300695 [1] - The company held a teleconference on October 29, 2025, with key personnel including General Manager Kong Chenhuan and Deputy General Manager Fu Haibing [3] Group 2: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 51,052.64 million yuan, representing a year-on-year growth of 5.17% [3] - The net profit attributable to shareholders reached 30,270.53 million yuan, a significant increase of 230.34% compared to the same period last year [3] - In Q3 2025, the company reported a revenue of 16,626.78 million yuan, up by 3.73% year-on-year, and a net profit increase of 814.55% [3] Group 3: Strategic Initiatives - The substantial growth in net profit for Q3 2025 was primarily due to the fair value changes of the company's invested funds, particularly the listing of Chery Automobile in September 2025 [3] - The company is expanding its production capacity for automotive wheel hub bearing units, with a project for an annual output of 3.6 million units already funded [3] - A joint venture with Leju Robotics is in the process of registration, focusing on the R&D and manufacturing of key robotic components [4] Group 4: Collaborations and Future Plans - A strategic cooperation framework agreement was signed with Niunai Robotics on October 16, 2025, to enhance collaboration in talent, technology, and industry [5] - The company aims to strengthen its core business while exploring new markets, particularly in humanoid robots and intelligent driving [6] - The establishment of a wholly-owned subsidiary for intelligent equipment and partnerships with robotics firms are part of the company's strategy to seize opportunities in emerging industries [6]
兆丰股份股价跌5.11%,财通证券资管旗下1只基金重仓,持有22.47万股浮亏损失123.81万元
Xin Lang Cai Jing· 2025-10-23 03:09
Group 1 - The core point of the news is that Zhaofeng Co., Ltd. experienced a 5.11% drop in stock price, closing at 102.34 yuan per share, with a total market capitalization of 10.465 billion yuan [1] - Zhaofeng Co., Ltd. is primarily engaged in the research, production, and sales of automotive wheel hub bearing units, which account for 95.64% of its main business revenue [1] - The company was established on November 28, 2002, and went public on September 8, 2017 [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Caitong Securities Asset Management holds Zhaofeng shares, with 224,700 shares accounting for 4.54% of the fund's net value [2] - The fund, Caitong Asset Management Advanced Manufacturing Mixed Initiation A (021985), has a current scale of 40.5917 million yuan and has achieved a year-to-date return of 71.99% [2] - The fund manager, Xu Jingze, has been in position for 1 year and 9 days, with the best fund return during this period being 74.81% [3]
兆丰股份股价涨5.38%,财通证券资管旗下1只基金重仓,持有22.47万股浮盈赚取126.96万元
Xin Lang Cai Jing· 2025-10-22 03:39
Group 1 - The core viewpoint of the news is that Zhaofeng Co., Ltd. has seen a significant increase in stock price, with a rise of 5.38% to 110.65 CNY per share, and a total market capitalization of 11.315 billion CNY [1] - Zhaofeng Co., Ltd. is primarily engaged in the research, production, and sales of automotive wheel hub bearing units, which account for 95.64% of its main business revenue [1] - The company was established on November 28, 2002, and was listed on September 8, 2017, located in the Xiaoshan Economic and Technological Development Zone in Hangzhou, Zhejiang Province [1] Group 2 - According to data from fund holdings, one fund under Caitong Securities Asset Management has Zhaofeng Co., Ltd. as a top ten heavy stock, holding 224,700 shares, which represents 4.54% of the fund's net value [2] - The fund, Caitong Asset Management Advanced Manufacturing Mixed Initiation A (021985), has achieved a year-to-date return of 73.94%, ranking 219 out of 8160 in its category [2] - The fund was established on October 15, 2024, with a latest scale of 40.5917 million CNY, and has generated a floating profit of approximately 1.2696 million CNY today [2]
兆丰股份股价涨5.38%,鹏华基金旗下1只基金位居十大流通股东,持有45.17万股浮盈赚取255.19万元
Xin Lang Cai Jing· 2025-10-22 03:34
Core Viewpoint - Zhaofeng Co., Ltd. experienced a stock price increase of 5.38%, reaching 110.65 CNY per share, with a total market capitalization of 11.315 billion CNY as of October 22 [1] Group 1: Company Overview - Zhaofeng Co., Ltd. is located in the Xiaoshan Economic and Technological Development Zone, Hangzhou, Zhejiang Province, and was established on November 28, 2002, with its listing date on September 8, 2017 [1] - The company's main business involves the research, production, and sales of automotive wheel hub bearing units, with revenue composition as follows: wheel hub bearing units 95.64%, separation bearings 2.87%, materials and leasing 1.11%, and other components 0.38% [1] Group 2: Shareholder Information - Penghua Fund has a fund that ranks among the top ten circulating shareholders of Zhaofeng Co., Ltd. The Penghua New Energy Vehicle Mixed A Fund (016067) entered the top ten in the second quarter, holding 451,700 shares, which is 0.44% of the circulating shares [2] - The Penghua New Energy Vehicle Mixed A Fund has a current scale of 1.45 billion CNY and has achieved a year-to-date return of 68.99%, ranking 276 out of 8160 in its category [2] Group 3: Fund Manager Performance - The fund manager of the Penghua New Energy Vehicle Mixed A Fund is Yan Siqian, who has a cumulative tenure of 8 years and 8 days, managing a total fund asset size of 16.136 billion CNY [3] - During her tenure, the best fund return achieved was 306.25%, while the worst return was -0.02% [3] Group 4: Fund Holdings - The Penghua Technology-Driven Mixed Initiated A Fund (020419) also holds Zhaofeng Co., Ltd. shares, with 30,800 shares representing 3.24% of the fund's net value, ranking as the ninth largest holding [4] - This fund has a current scale of 24.7672 million CNY and has achieved a year-to-date return of 29.77%, ranking 2840 out of 8160 in its category [4]
兆丰股份(300695) - 300695兆丰股份投资者关系管理信息20251021
2025-10-21 10:56
Group 1: Business Expansion and Market Strategy - The company has been deeply engaged in the automotive wheel hub bearing unit sector, focusing on both domestic and international markets, with key clients including Chery, Changan, Geely, and others [3] - The company is actively expanding its international aftermarket business while optimizing customer and market structure, targeting mid-to-high-end markets in regions like the Middle East and Southeast Asia [3] - The company has successfully completed a fundraising project for an annual production capacity of 3.6 million automotive wheel hub bearing units, with funds fully utilized [4] Group 2: Production Capacity and Technological Development - The company adheres to a cautious investment and scientific layout principle in expanding production capacity, which will gradually be released as business scales up [4] - The company is advancing its electric control business in response to the rapid development of electrification, intelligence, and connectivity in the automotive industry, with small batch supply already achieved [5] - A strategic cooperation framework agreement was signed with Nuo Nai Robotics to leverage mutual strengths in talent, technology, and industry collaboration [6] Group 3: Future Strategic Planning - The company aims to strengthen its core business while expanding into international markets and domestic mainframe supply markets, focusing on increasing business scale [7] - The company is also monitoring emerging industries and market trends, planning to gradually enter fields such as humanoid robots and intelligent driving [8]
兆丰股份股价涨5.09%,永赢基金旗下1只基金位居十大流通股东,持有307.72万股浮盈赚取1606.29万元
Xin Lang Cai Jing· 2025-10-20 02:05
10月20日,兆丰股份涨5.09%,截至发稿,报107.75元/股,成交7871.32万元,换手率0.74%,总市值 110.18亿元。 资料显示,浙江兆丰机电股份有限公司位于浙江省杭州市萧山经济技术开发区桥南区块兆丰路6号,成 立日期2002年11月28日,上市日期2017年9月8日,公司主营业务涉及汽车轮毂轴承单元的研发、生产和 销售。主营业务收入构成为:轮毂轴承单元95.64%,分离轴承2.87%,材料、租赁等1.11%,其他零部 件0.38%。 从兆丰股份十大流通股东角度 截至发稿,张璐累计任职时间6年82天,现任基金资产总规模154.13亿元,任职期间最佳基金回报 118.54%, 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 数据显示,永赢基金旗下1只基金重仓兆丰股份。永赢新能源智选混合发起A(015828)二季度持有股 数11.72万股,占基金净值比例为3.85%,位居第十大重仓股。根据测算,今日浮盈赚取约61.18万元。 永赢新能源智选混合发起A(015828)成立日期2022年6月17日,最新规模1964.32万。今年以来收益 17.4%,同类排名4322/8234;近一年收益 ...