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发表于 2025-09-02 18:57:10 股吧网页版
【调研快报】凌霄泵业接待天风证券等多家机构调研
来源:东方财富Choice数据 作者:财智星

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凌霄泵业9月2日发布消息,9月1日,公司接待天风证券等多家机构调研,接待人员董事会秘书 刘子庚,证券事务代表 邱燕妃。

调研主要内容

一、简要介绍公司的总体经营情况 公司 2025 年上半年营业收入为 8.4 亿元,同比增加 11.57%,净利润2.34亿元,同比增加7.78%,其中国内销售同比增长17.90%,海外销售同比增长6.71%,取得了较好的成绩,主要是因为不锈钢泵下游渠道、配套行业市场开拓和海外欧洲、亚洲中东、东南亚市…

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接待对象名单

序号接待对象接待对象类型机构相关人员
1天风证券证券公司莫然
2国泰海通证券公司丁嘉一
3东财基金基金管理公司朱亮
4大成基金基金管理公司吴天齐
5华泰资管资产管理公司姚文韬
6天弘基金基金管理公司陈祥
7兴全基金基金管理公司李扬
8国寿安保基金管理公司肖佳琪
9博裕资本投资公司姜涵奕
10国泰基金基金管理公司谢泓材
数据来源:Choice数据

注:由于篇幅受限,只显示前10家机构名单。

机构调研回测

除当日外,凌霄泵业近一年共接待48家机构57次调研,历史回测情况如下表所示:

近一年机构调研回测

公告日期接待机构数绝对收益率(%)超额收益率(%)
次日5日10日次日5日10日
2025-07-3015-1.890.557.67-0.061.467.06
2025-07-0740.381.701.95-0.460.37-1.09
2025-04-1910.464.055.160.133.673.60
2025-04-1510-0.84-1.101.23-1.15-1.700.86
2025-01-2310.45-0.90-0.78-0.32-3.23-4.34
2024-11-01221.41-3.71-9.360.01-9.21-11.39
2024-09-1831.731.464.880.95-5.81-19.88
2024-09-121-2.032.8012.91-1.621.53-13.74
数据来源:Choice数据

注:1. 本文超额收益率的计算选取市场调整模型,以沪深300指数作为基准指数,超额收益率=实际收益率-基准收益率;2. “近一年”指截至最新公告日的近一年。

市场机构调研

9月2日,联影医疗、炬光科技、九丰能源、源杰科技、东微半导、心脉医疗等公司相继发布机构调研公告,具体情况如下表:

A股公司机构调研一览

证券代码证券名称接待机构数接待方式最新调研日期
688271联影医疗306特定对象调研,分析师会议,业绩说明会,电话会议2025-08-01
688167炬光科技193业绩说明会2025-09-01
605090九丰能源170特定对象调研,分析师会议,业绩说明会,路演活动,网络会议2025-08-01
688498源杰科技1182025年半年度报告业绩交流会2025-08-31
688261东微半导113特定对象调研,电话会议2025-08-28
688016心脉医疗962025年半年度业绩电话会2025-08-28
数据来源:Choice数据

免责声明:本文基于AI生产,仅供参考,不构成任何投资建议,据此操作风险自担。

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