Huajin Securities released a research report on April 27 stating that it gave Kun Heng Shunwei (688283.SH) an increase in its holdings. The main reasons for the rating include: 1) steady performance in 2023 plus improved gross margin, and continued to gro
Huajin Securities released a research report on April 27 stating that it gave Kun Heng Shunwei (688283.SH) an increase in its holdings. The main reasons for the rating include: 1) steady performance in 2023 plus improved gross margin, and continued to grow rapidly in 2024Q1; 2) wireless channel simulators broke through the satellite and semiconductor markets, and order volume for RF microwave products; 3) high-end test and simulation instruments broke the monopoly and increased market competitiveness and recognition; 4) self-developed HBI platforms had remarkable benefits and were successfully applied to the interplanetary networking field. (Mainichi Keizai Shimbun)
Xiehe New Energy (00182.HK): Chen Jinkun was appointed as Executive Director
Gelonghui, April 26, 丨 Xiehe New Energy (00182.HK) announced that Chen Jinkun has been appointed as the company's executive director with effect from April 26, 2024.
Hongkun Weiye: The company's supervisor was changed from Zhang Lan to Zhang Zhaowang
Beijing Hongkun Weiye Real Estate Development Co., Ltd. announced the removal of Zhang Lan from the position of supervisor and the appointment of Zhang Zhaowang as the company's supervisor. Comrade Zhang Zhaowang's position complies with the “Company Law” and other relevant laws and regulations and the relevant provisions of the company's articles of association. He himself has not been investigated, coercive measures taken, or committed serious acts of loss of trust.
Hongkun Weiye: Deferred Disclosure of 2023 Periodic Report
Beijing Hongkun Weiye Real Estate Development Co., Ltd. announced that due to the company's discovery of some problems in the 2023 audit report, some data needs to be re-approved. Currently, it is actively communicating with accountants. In order to ensure the quality of the regular report and the accuracy of information disclosure, the company will extend the disclosure period for the 2023 periodic report until December 31, 2024 based on careful considerations.
Langkun Environmental (301305.SZ) announced first-quarter results, net profit of 39.4531 million yuan, a year-on-year decrease of 6.89%
Langkun Environmental (301305.SZ) released its report for the first quarter of 2024. The company achieved revenue during the reporting period...
Express News | Kuncai Technology: Plans to establish a joint venture to improve clean energy facilities in the industrial park where the company is located
Southwest Securities released a research report on April 26 stating that it gave Kun Heng Shunwei (688283.SH) a purchase rating, and the target price was 45.21 yuan. The main reasons for the rating include: 1) growing demand for high-end simulators and ra
Southwest Securities released a research report on April 26 stating that it gave Kun Heng Shunwei (688283.SH) a purchase rating, and the target price was 45.21 yuan. The main reasons for the rating include: 1) growing demand for high-end simulators and rapid improvement of the product matrix; 2) increasing gross margin and continuing R&D investment; 3) focusing on key markets such as satellites, and the downstream sector is expected to explode. (Mainichi Keizai Shimbun)
Kuntai Co., Ltd. (001260.SZ): Net profit of 8.3985 million yuan in the first quarter decreased 10.00% year-on-year
On April 26, Ge Longhui Co., Ltd. (001260.SZ) released its report for the first quarter of 2024, with operating income of 138 million yuan, up 30.71% year on year; net profit attributable to shareholders of listed companies was 8.3985 million yuan, down 10.00% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 7.417,300 yuan, down 18.62% year on year; basic earnings per share were 0.070 yuan.
Kuncai Technology (603826.SH) announced first-quarter results, net profit of 20.3 million yuan, up 50.57% year on year
Kuncai Technology (603826.SH) disclosed its report for the first quarter of 2024. The company achieved revenue of 2.5 during the reporting period...
Guohai Securities released a research report on April 24 stating that it gave Kun Heng Shunwei (688283.SH) a purchase rating. The main reasons for the rating include: 1) the competitive advantage of leading products is prominent, and distribution revenue
Guohai Securities released a research report on April 24 stating that it gave Kun Heng Shunwei (688283.SH) a purchase rating. The main reasons for the rating include: 1) the competitive advantage of leading products is prominent, and distribution revenue has increased dramatically; 2) the product range is gradually being enriched and the application field continues to expand; 3) R&D expenses have increased dramatically, and gross margin has increased year-on-year; 4) issuing equity incentive plans to show confidence in development; 5) 2024Q1 revenue continues to grow rapidly, and R&D expenses continue to be high to suppress profits. (Mainichi Keizai Shimbun)
Nanchang Trading: The person in charge of information disclosure was changed to Li Kun
Nanchang Transportation Investment Group Co., Ltd. announced that the company's information disclosure manager was changed from Hu Jianghua to Li Kun.
Minsheng Securities released a research report on April 23 stating that it gave Kun Heng Shunwei (688283.SH) a recommended rating. The main reasons for the rating include: 1) Kun Heng Shunwei released the 2023 annual report and the first quarter report of
Minsheng Securities released a research report on April 23 stating that it gave Kun Heng Shunwei (688283.SH) a recommended rating. The main reasons for the rating include: 1) Kun Heng Shunwei released the 2023 annual report and the first quarter report of 2023; 2) the core product matrix was gradually improved, and the market share was steadily increasing; 3) R&D technology breakthroughs were made, and the product matrix continued to be rich; 4) cultivating talents in various fields, and highlighting professional advantages. (Mainichi Keizai Shimbun)
Quarterly reports are being released intensively! Zhang Kun, Zhu Shaoxing, and Xiao Nan's moves to switch positions have come to light!
Focus on the latest fund information
E-Fangda Zhang Kun's quarterly report is out! The scale of management has shrunk slightly, and China National Offshore Oil (00883) has become the largest stock for the first time
The Zhitong Finance App learned that recently, E-Fangda Fund Manager Zhang Kun disclosed the 2024 quarterly report on fund products under management. By the end of the first quarter of 2024, the total assets of the four funds managed by Zhang Kun were about 64.732 billion yuan, a decrease of 1.13% compared to 65.474 billion yuan at the end of the fourth quarter of 2023, a decrease of about 742 million yuan. Specifically, with the exception of E-Fangda Asia Select Stock (QDII), which achieved month-on-month growth, the scale of the remaining 3 products declined. E-Fangda Blue Chip Select Blend, E-Fangda Premium Company held the hybrid for three years, and E-Fangda Premium Select Blend (QDII)
Express News | E-Fangda Zhang Kun's latest positions revealed, focusing on long-term growth
Yuanda Pharmaceutical (00512.HK) received 95,000 additional shares from Chairman Tang Weikun
Gelonghui, April 22丨According to the latest equity disclosure data of the Stock Exchange, on April 19, 2024, Yuanda Pharmaceutical (00512.HK) was granted an increase of 95,000 shares at an average price of HK$3.91 per share on the market, involving approximately HK$371,500. After the increase in holdings, Tang Weikun's latest shareholding was 415,000 shares.
Mankun Technology (301132.SZ) announced its 2023 annual results. Net profit of 110 million yuan increased 2.76% year over year
Mankun Technology (301132.SZ) released the 2023 annual results report. The company achieved operating income during the reporting period...
Zhang Kun's latest holdings have been added to Tencent Holdings and CNOOC
The latest trend of public equity firm Zhang Kun came to light. As of the end of the first quarter of 2024, Zhang Kun's management scale was about 64.732 billion yuan. Compared with 65.474 billion yuan at the end of 2023, his fund management scale was slightly reduced by 742 million yuan. The 4 funds Zhang Kun manages are E-Fangda Blue Chip Select, E-Fangda Premium Select, E-Fangda Premium Enterprise Holdings for 3 years, and E-Fangda Asia Select. In terms of specific operations, the quarterly report shows that Zhang Kun's overall holdings remained stable, and the four funds he managed all had positions above 94% at the end of the first quarter. As stock prices changed, the ranking of the top ten heavy-held stocks was adjusted. Zhang Kunmu
Kun Heng Shunwei (688283.SH) announced first-quarter results, net profit of 3.04 million yuan, an increase of 10.82% over the previous year
According to Zhitong Finance App News, Kun Heng Shunwei (688283.SH) disclosed the report for the first quarter of 2024. During the reporting period, the company achieved revenue of 24.81 million yuan, an increase of 28.74%; net profit to mother was 3.04 million yuan, an increase of 10.82%; after deducting non-net profit of 71.86%, a year-on-year decrease of 71.86%. Basic earnings per share were $0.04.
The size of the fund managed by Zhang Kun was less than 65 billion dollars at the end of the first quarter, down slightly from the end of last year
According to the data, by the end of the first quarter, the total size of Zhang Kun's funds was less than 65 billion dollars, a slight decline from the end of last year. Specifically, out of the four funds managed by Zhang Kun, the largest E-Fangda blue chip selection. In the past few quarters, Kweichow Moutai and Tencent Holdings were often alternately in charge of the top stocks selected by E-Fangda Blue Chip. However, in the first quarter of this year, as cyclical stock prices exploded, CNOOC promoted the fund's largest stock for the first time. In addition to this, the fund's second-largest to fifth-largest stocks were Wuliangye, Luzhou Laojiao, Tencent Holdings, and Kweichow Moutai in that order, remained essentially unchanged from the previous quarter; only Wuliang
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