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发表于 2025-07-29 02:07:30 股吧网页版
【调研快报】民士达接待诚旸投资等多家机构调研
来源:东方财富Choice数据 作者:财智星

K图 833394_0

民士达7月28日发布消息,2025年7月24日至2025年7月25日,公司接待诚旸投资等多家机构调研,接待人员总经理 孙静,董事会秘书 鞠成峰,证券事务代表 孔如意,接待地点公司会议室、线上调研。

调研主要内容

问题1:公司1500吨芳纶纸产线已于2025年6月投产,当前产能利用率达到多少?预计何时实现满产? 回答:公司募投产线于今年6月试生产,前期主要是为各型产品积累工艺数据、确保关键性能达标,预计下半年起产能将逐步提升。 问题2:公司上半年的归母净利润增速高于营收增速,且毛利率持续上升,主要原因是?…

接待对象名单

序号接待对象接待对象类型
1东海基金基金管理公司
2东方证券证券公司
3东北证券证券公司
4上海临信资管资产管理公司
5上海潼骁投资投资公司
6上海森锦资管投资公司
7万联证券自营其它
8上海证券自营证券公司
9东财证券证券公司
10东财基金基金管理公司
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,民士达近一年共接待303家机构363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
2025-04-1485-5.4336.197.76-5.4935.507.16
2025-03-31553.1218.5929.353.1124.6732.59
2025-02-2862.535.3513.592.573.9610.60
2025-01-16580.87-4.175.990.55-4.263.57
2025-01-0338-5.71-0.7813.32-5.550.3512.34
2024-10-17907.0947.4454.163.4843.7351.45
2024-09-1331-1.513.5465.37-1.88-2.5630.65
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

7月28日,渝农商行、新亚电子、富春染织、胜宏科技、丰茂股份、麦迪科技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
601077渝农商行54特定对象调研,路演活动,业绩说明会2025-06-01
605277新亚电子53特定对象调研,分析师调研,现场参观2025-07-07
605189富春染织49路演活动,现场参观2025-07-27
300476胜宏科技44现场参观2025-07-28
301459丰茂股份34电话会议2025-07-28
603990麦迪科技33特定对象调研,路演活动,现场参观2025-07-07
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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