Workflow
泰康悦享120天持有期债券A
icon
Search documents
中际旭创获融资资金买入超61亿元丨资金流向日报
两市共有3443只个股有融资资金买入,其中中际旭创、新易盛、东方财富排名前三,买入金额分别 61.11亿元、44.57亿元、37.47亿元。融资买入额前10个股详情见下表: | 代码 | 股票名称 | 融资买入额(亿元) | 所属申万行业 | | --- | --- | --- | --- | | 300308.SZ | 中际旭创 | 61.11 | 通信 | | 300502.SZ | 新易盛 | 44.57 | 通信 | | 300059.SZ | 东方财富 | 37.47 | 非银金融 | | 300476.SZ | 胜宏科技 | 29.13 | 电子 | | 300274.SZ | 阳光电源 | 27.82 | 电力设备 | | 688256.SH | 寒武纪 | 26.86 | 电子 | | 600111.SH | 北方稀土 | 20.44 | 有色金属 | | 002074.SZ | 国轩高科 | 18.61 | 电力设备 | | 300750.SZ | 宁德时代 | 17.18 | 电力设备 | | 600580.SH | 卧龙电驱 | 15.85 | 电力设备 | 三、基金发行情况 昨日有8只 ...
【机构调研记录】泰康基金调研蒙娜丽莎、山外山等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-03 00:06
Group 1: Mona Lisa (002918) - The company's revenue from distribution channels decreased by 10% year-on-year in the first half of 2025, while the engineering channel saw a decline of 42.68% [1] - The distribution channel accounted for 82.98% of revenue in Q2, with ongoing declines in engineering [1] - The company is facing intense industry competition with no positive price changes, and is focusing on cost reduction and efficiency improvements [1] - The strategic customer business proportion has dropped to 17%, with 83% of demand coming from non-real estate sectors [1] - The company maintains a "large tiles, large building materials, large home" strategy, with low financial investment proportion [1] Group 2: Mountain Outside Mountain - The domestic market for blood purification equipment generated revenue of 152 million yuan, a year-on-year increase of 14.60% [2] - Blood purification consumables revenue reached 85.34 million yuan, up 46.17%, with self-produced consumables growing by 91.90% [2] - R&D investment increased by 37.12% to 36.51 million yuan, while sales expenses rose by 26.64% to 62.80 million yuan [2] - The overseas market revenue was 86.82 million yuan, reflecting a growth of 41.30%, with significant increases in North America and Africa [2] - The company is a drafting unit for national standards and is enhancing its international competitiveness through core technology [2] Group 3: Leyard (300296) - The smart display segment experienced a 20% quarter-on-quarter growth, driven by high demand in overseas markets, particularly North America [3] - Business growth is supported by demand from cinemas, virtual shooting, and large events [3] - The company is optimizing production capacity across its factories in Slovakia, Shenzhen, and Wuxi to mitigate tariff impacts [3] - The AR glasses are expected to launch in October, targeting B-end customers [3] - The AI and spatial computing segments saw a year-on-year decline due to price reductions and increased R&D investment [3]