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机器人板块唯一一家,特高压严重低估大龙头,高护城河+严重低估
Xin Lang Cai Jing· 2026-02-03 05:17
我是财官,一家被称为 特高压 核心检测商,并且涉足 机器人 检测的公司—— 开普检测 ,它的财务报 表干净得让人生疑。没有借款,现金充裕,毛利率惊人。但侦探的本能告诉我,完美本身,有时就是最 大的疑点。让我们从最微小的一个"瑕疵"开始,勘察这个过于整洁的现场。 现场的唯一"尘埃":一项被清理的库存 在几乎无可挑剔的资产清单里,财官首先注意到的,是一项正在减少的库存。公司存货价值为230.07万 元,同比下降了6.21%。 对于一家以检测服务为主的公司,存货本就不多,持续减少更像是一种"轻装简行"的战略选择。 但这或许也意味着,它并未为业务的爆发性增长储备太多"检测耗材"或设备。这是现场发现的第一个, 也是唯一一个略显保守的痕迹。 核心证据A:一份稳定而高贵的"判决书" 紧接着,核心证据出现。公司前三季度业绩为5784.61万元,同比增长3.34%。 增长虽不猛烈,但稳健。而真正揭示其生意本质的,是另一个数据:其销售毛利率高达67.57%。 | 盈利能力指标 | | | --- | --- | | 销售净利率 | 35.53% - 3.16% | | 销售毛利率 | 67.57% -1.90% | | 静植屋花 ...
董事长、总经理、董秘和副总经理“组团”减持,开普检测业绩增长承压
Mei Ri Jing Ji Xin Wen· 2026-01-28 02:55
全文请见:董事长、总经理、董秘和副总经理"组团"减持!开普检测业绩增长承压 开普检测的管理层为何集体减持公司股份?管理层是否还看好公司前景?对此,每经资本眼专栏记者将 上述问题发送至开普检测证券部邮箱,但截至发稿,尚未收到回复。 2025年下半年,开普检测(003008)董事长、总经理、董事会秘书和三位副总经理(其中一人已经离职) 都完成了一次减持计划,其中董事长和总经理还有新的减持计划正在进行中。2024年上述高管从公司获 得的税前报酬总额合计超过500万元。2025年前三季度,开普检测业绩增长明显承压,营业收入同比增 幅仅有0.17%。 ...
开普检测(003008) - 简式权益变动报告书(李亚萍)
2026-01-27 11:47
许昌开普检测研究院股份有限公司简式权益变动报告书 许昌开普检测研究院股份有限公司 简式权益变动报告书 上市公司名称:许昌开普检测研究院股份有限公司 股票上市地点:深圳证券交易所 股票简称:开普检测 股票代码:003008 信息披露义务人:李亚萍 住所:河南省许昌市建安区*** 通讯地址:河南省许昌市尚德路 17 号 股份变动性质:股份比例减少(因减持公司股份) 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等的规 定,本权益变动报告书已全面披露了信息披露义务人在许昌开普检测研究院 股份有限公司中拥有权益的变动情况。 签署日期:2026 年 1 月 27 日 四、截至本报告书签署日,除本报告书披露的信息外,信息披露义务人 没有通过任何其他方式增加或减少其在许昌开普检测研究院股份有限公司中 拥有权益的股份。 许昌开普检测研究院股份有限公司简式权益变动报告书 五、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露 义务人外,没有委托或者授权其它任何人提供未在本报告书列载的信息和对 本报告书做出任何解释或者说明。 信息披露义务人声明 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大 遗 ...
开普检测(003008) - 关于持股5%以上股东持股比例变动触及1%及5%整数倍暨披露权益变动报告书的提示性公告
2026-01-27 11:45
证券代码:003008 证券简称:开普检测 公告编号:2026-003 许昌开普检测研究院股份有限公司 关于持股 5%以上股东持股比例变动触及 1%及 5%整数倍暨 许昌开普检测研究院股份有限公司(以下简称"公司")于 2025 年 11 月 26 日披露了《关于公司部分大股东、董事、高级管理人员减持股份计划的预披 露公告》(公告编号:2025-056),持有本公司股份 11,011,244 股(占公司总股 本比例 10.5877%)的持股 5%以上股东、董事兼总经理李亚萍女士计划自上述公 告披露之日起 15 个交易日后的 3 个月内(2025 年 12 月 18 日至 2026 年 3 月 17 日),以集中竞价方式减持公司股份不超过 1,040,000 股(不超过公司总股本比 例 1%,不超过其持有公司股份总数的 25%)。 公司于近日收到李亚萍女士出具的《关于减持公司股份触及 1%及 5%整数 倍的告知函》,李亚萍女士于 2026 年 1 月 15 日至 2026 年 1 月 26 日期间,通过 集中竞价方式合计减持公司股份 611,300 股,持股比例从 10.5877%下降至 9.9999%,本次权 ...
开普检测:持股5%以上股东李亚萍减持股份致权益变动
Xin Lang Cai Jing· 2026-01-27 11:36
开普检测公告称,持股5%以上股东、董事兼总经理李亚萍,因个人资金需求,于2026年1月15 - 26日通 过集中竞价减持611,300股,持股比例从10.5877%降至9.9999%,触及1%及5%整数倍。此次减持未超预 披露上限,且严格履约。本次权益变动不会使公司控制权变更,也不影响治理结构与持续经营。截至公 告日,减持计划未实施完毕,公司将持续披露进展。 ...
董事长、总经理、董秘和副总经理“组团”减持!开普检测业绩增长承压
Mei Ri Jing Ji Xin Wen· 2026-01-27 09:16
Core Viewpoint - The management of Kaipu Testing has executed multiple share reduction plans amid a challenging performance environment, raising questions about the company's future outlook and management's confidence in its prospects [1][12]. Group 1: Management Share Reductions - In the second half of 2025, the chairman, general manager, board secretary, and three vice presidents of Kaipu Testing completed a share reduction plan, with ongoing plans for further reductions by the chairman and general manager [1]. - On January 26, 2026, Kaipu Testing announced that Chairman Yao Zhiqing plans to reduce his holdings by up to 3.12 million shares (3% of total shares), while Vice General Manager Song Xia plans to reduce up to 224,000 shares (0.2154% of total shares) [1][2]. - As of January 27, 2026, Kaipu Testing's market value was less than 2.5 billion yuan, with a closing price of 23.72 yuan per share, indicating that the combined cash from the planned reductions could exceed 79 million yuan [2]. Group 2: Recent Performance - In the first three quarters of 2025, Kaipu Testing's revenue growth was significantly pressured, with a year-on-year increase of only 0.17%, and a net profit of 57.84 million yuan, reflecting a 3.34% increase [12]. - The management's collective share reduction raises concerns about their confidence in the company's future performance, as they have not responded to inquiries regarding this matter [12]. Group 3: Historical Share Reductions - From October 29 to December 3, 2025, Yao Zhiqing reduced approximately 1.03 million shares at an average price between 22.26 and 24.05 yuan, cashing out over 22.99 million yuan [3][4]. - During the same period, Song Xia reduced 298,000 shares at an average price between 21.51 and 22.80 yuan, resulting in over 6.4 million yuan in cash [5][6]. - Other executives, including the board secretary Zhang Ran and Vice General Manager He Chun, also executed share reductions, with Zhang cashing out over 3.6 million yuan and He Chun over 8 million yuan [5][9].
1月27日重要公告一览
Xi Niu Cai Jing· 2026-01-27 02:53
Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]
1月27日A股投资避雷针︱ST景谷:股票将被实施退市风险警示;ST英飞拓:公司股票交易可能被实施退市风险警示





Ge Long Hui· 2026-01-27 00:32
Summary of Key Points Core Viewpoint - Several shareholders from various companies are planning to reduce their stakes, indicating potential shifts in ownership and market dynamics [1]. Shareholder Reductions - Jianlong Micro-Nano's shareholder Shen Yunlong intends to conduct a block trade to reduce holdings by no more than 2 million shares [1]. - Kaipu Testing's chairman Yao Zhiqing plans to reduce his stake by no more than 3% [1]. - Yashi Chuangneng's shareholder Runhetongcai is set to passively reduce holdings by no more than 3% [1]. - Sun Cable's shareholder Yili Group aims to reduce its stake by no more than 3% [1]. - ST Taihe's Huayin Fund plans to reduce its holdings by no more than 3% [1]. - ST Sicor's Ningbo Tongtai and Ningbo Tongyuan Youbo intend to reduce their stakes by no more than 3% [1]. - Shanghai Yahong's shareholder Xie Yaming plans to reduce his stake by no more than 3% [1]. - Jianghang Equipment's Guoxin Capital intends to reduce its holdings by no more than 1% [1]. - Shengda Biological's Wan Jian Investment plans to reduce its stake by no more than 3% [1]. - Saitex New Materials' actual controller Wang Kunming will conduct a block trade to reduce 1.9998% of the company's shares [1]. - Yuanwang Valley's actual controller Xu Yusuo has reduced 303,130 shares [1]. - Honglida's Lai Anding has reduced 0.99% of the company's shares [1]. - Yandong Micro's Jing Guorui has cumulatively reduced 14,276,200 shares [1]. Other Notable Events - ST Jinggu's stock will be subject to delisting risk warning [1]. - ST Yingfituo's stock trading may also face delisting risk warning [1].
公告精选︱三生国健:2025年度预计净利润29.00亿元左右 同比涨幅约311.35%;东方日升:光伏产品未直接向商业航天卫星公司供货
Ge Long Hui· 2026-01-27 00:32
| | | 1月26日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德龙汇能 | 不涉及芯片及相关业务 | | | 东方日升 | 光伏产品未直接向商业航天卫星公司供货 | | 项目投资 | 川环科技 | 拟约11亿元投建川环科技(华东)智造总部基地 | | 合同中标 | 山科智能 | 中标智慧水务平台开发项目 | | 业绩换告 | 均胜电子 | 预计2025年归母净利润约13.5亿元,同比增长40.56% | | 股权转让 | 紫金矿业 | 拟收购AlliedGold Corporation 100%股权 | | 回购 | 吉祥航空 | 已实际回购1.67%公司股份 | | 增减持 | 开普检测 | 董事长姚致清拟减持不超过3%股份 | | 其他 | 浙海德曼 | 拟定增募资不超15.17亿元 | | | 特宝生物 | 拟发行可转债募资不超15.33亿元 片脂磨汇 | 【热点】 浙文互联(600986.SH):旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%,占比较小 东方日升(300118.SZ):光伏产品未直接向 ...
许昌开普检测研究院股份有限公司关于公司部分大股东、董事、高级管理人员减持股份计划的预披露公告
Shang Hai Zheng Quan Bao· 2026-01-26 19:15
Core Viewpoint - The company, Xuchang Kaipu Testing Research Institute Co., Ltd., has announced a share reduction plan by major shareholders and executives, which includes specific details on the number of shares to be sold and the timeline for the reduction [3][5]. Group 1: Shareholder Reduction Plans - Major shareholder and Chairman, Mr. Yao Zhiqing, currently holds 16,401,155 shares (15.7703% of total shares) and plans to reduce his holdings by up to 3,120,000 shares (3% of total shares) within three months from February 26, 2026, to May 25, 2026 [3]. - The reduction will occur through two methods: a maximum of 1,040,000 shares (1% of total shares) via centralized bidding and up to 2,080,000 shares (2% of total shares) through block trading [3]. - Vice General Manager, Ms. Song Xia, holds 896,907 shares (0.8624% of total shares) and plans to reduce her holdings by up to 224,000 shares (0.2154% of total shares) through centralized bidding within the same timeframe [3]. Group 2: Compliance and Commitments - Both Mr. Yao and Ms. Song have adhered to their commitments regarding share restrictions since the initial public offering and have not violated any prior agreements [5]. - The planned share reductions are consistent with previously disclosed intentions and commitments [5].