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泉果旭源三年持有期混合C
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科达利连跌4天,泉果基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-06-10 15:22
6月10日,科达利连续4个交易日下跌,区间累计跌幅-4.33%。深圳市科达利实业股份有限公司创立于1996年,于2017年3月在深交所中小板上市(证券代 码:002850),系一家锂电池精密结构件和汽车结构件研发及制造企业,产品主要分为锂电池精密结构件、汽车结构件两大类,广泛应用于汽车及新能源汽车、便 携式通讯及电子产品、电动工具、储能电站等众多行业领域。 资料显示,泉果基金管理有限公司成立于2022年2月,董事长为任莉,总经理为王国斌。目前,泉果基金共有8名股东,王国斌持股35%、任莉持股35%、姜 荷泽持股7.04%、上海泉至澄企业管理中心(有限合伙)持股4.99%、上海泉至澈企业管理中心(有限合伙)持股4.99%、上海果至行企业管理中心(有限合 伙)持股4.99%、上海泉至清企业管理中心(有限合伙)持股4.99%、李云亮持股3%。 来源:金融界 财报显示,泉果基金旗下泉果旭源三年持有期混合A为科达利前十大股东,今年一季度减持。今年以来收益率1.78%,同类排名2782(总4536)。 泉果旭源三年持有期混合A基金经理为赵诣。 简历显示,赵诣先生:中国,工学硕士,曾任申银万国证券研究所中小盘研究员、机械研 ...
泉果基金调研潮宏基
Xin Lang Cai Jing· 2025-05-07 06:38
Core Viewpoint - The company,潮宏基, has shown strong performance in the first quarter of 2025, with net profit growth outpacing revenue growth, attributed to its strategic focus on becoming a favored brand among young consumers and effective product differentiation [1] Company Overview - 泉果基金, established on February 8, 2022, manages assets totaling 16.838 billion yuan across six funds, with five fund managers [1] - The company has reported a net increase of 129 stores in 2024, despite a broader industry trend of store closures, indicating robust growth [1] Financial Performance - In the first quarter of 2025,潮宏基's net profit growth exceeded expectations, driven by enhanced product strength and refined terminal operations [1] - The company maintains a stable dividend policy, with expectations for gradual increases in per-share dividends as the company scales and performance improves [1] Strategic Focus - The company aims to navigate a complex external environment in 2025 with a strategy centered on "focusing on core business, 1+N brand strategy, all-channel marketing, and internationalization" [1] - The brand strategy includes enhancing product strength and operational management to improve store performance, alongside a digital transformation to solidify core competitive advantages [1] Product Development and Brand Building -潮宏基 emphasizes a systematic approach to product development, focusing on consumer preferences and utilizing both internal and external design teams [1] - The company has successfully launched new product lines, including collaborations with popular IPs, which have been well-received by customers [1] International Expansion -潮宏基 has opened two overseas stores in Southeast Asia, which have performed well, indicating promising market opportunities for future international expansion [1] - The company plans to accelerate its overseas market layout, leveraging its brand presence in new regions [1]