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北京优虎网络科技有限公司
资讯
新帖
【机构调研记录】北京京管泰富基金调研新宙邦、索辰科技等3只个股（附名单）
证券之星 · 08:02
【机构调研记录】北京京管泰富基金调研新宙邦、索辰科技等3只个股（附名单）
【私募调研记录】高毅资产调研新宙邦、爱博医疗等3只个股（附名单）
证券之星 · 08:01
【私募调研记录】高毅资产调研新宙邦、爱博医疗等3只个股（附名单）
赣锋锂业（002460）2026年一季报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 06:41
赣锋锂业（002460）2026年一季报简析：营收净利润同比双双增长，应收账款上升
江苏国泰：4月30日召开业绩说明会，投资者参与
证券之星 · 00:01
江苏国泰：4月30日召开业绩说明会，投资者参与
比亚迪（01211）一季报解码：毛利率回升、技术红利释放，全球化加速出海
智通财经 · 04-30 22:41
比亚迪（01211）一季报解码：毛利率回升、技术红利释放，全球化加速出海
大东南：公司较低的资产负债率有助于保持稳健的财务结构
证券之星 · 04-30 20:51
大东南：公司较低的资产负债率有助于保持稳健的财务结构
Morgan Stanley增持天齐锂业(09696)约31.52万股 每股作价约59.19港元
智通财经 · 04-30 19:14
Morgan Stanley增持天齐锂业(09696)约31.52万股 每股作价约59.19港元
比亚迪与高德地图达成战略合作：闪充站接入高德，目标2万座
凤凰网科技 · 04-30 18:25
比亚迪与高德地图达成战略合作：闪充站接入高德，目标2万座
摩根大通增持天齐锂业H股 持股比例从11.61%跃升至12.59%
美股速递 · 04-30 17:54
摩根大通增持天齐锂业H股 持股比例从11.61%跃升至12.59%
4月30日ST南都（300068）龙虎榜数据：机构净买入278.07万元
中金财经 · 04-30 17:50
4月30日ST南都（300068）龙虎榜数据：机构净买入278.07万元
4月30日ST百利（603959）龙虎榜数据
证券之星 · 04-30 17:47
4月30日ST百利（603959）龙虎榜数据
ST百利(603959)3月31日股东户数3万户，较上期减少1.05%
证券之星 · 04-30 17:32
ST百利(603959)3月31日股东户数3万户，较上期减少1.05%
石大胜华（603026）披露控股子公司收购控股孙公司少数股东股权暨借款展期公告，4月30日股价下跌3.63%
证券之星 · 04-30 17:21
石大胜华（603026）披露控股子公司收购控股孙公司少数股东股权暨借款展期公告，4月30日股价下跌3.63%
多氟多：公司六氟磷酸钠已商业化量产
证券之星 · 04-30 16:54
多氟多：公司六氟磷酸钠已商业化量产
多氟多：公司聚焦主业，通过技术迭代、产能扩张与优化、客户结构升级，业务稳健发展
证券之星 · 04-30 16:42
多氟多：公司聚焦主业，通过技术迭代、产能扩张与优化、客户结构升级，业务稳健发展
雅化集团：一季度锂盐产销量环比低于去年四季度
证券之星 · 04-30 16:36
雅化集团：一季度锂盐产销量环比低于去年四季度
雅化集团：普得科技持有津巴布韦KMC 85%股权
证券之星 · 04-30 16:36
雅化集团：普得科技持有津巴布韦KMC 85%股权
雅化集团：公司目前锂精矿库存能够保障国内产品生产需求
证券之星 · 04-30 16:36
雅化集团：公司目前锂精矿库存能够保障国内产品生产需求
多氟多：六氟磷酸锂历史长协单已执行结束
证券之星 · 04-30 16:33
多氟多：六氟磷酸锂历史长协单已执行结束
多氟多：公司2025年年报中已披露报告期内新能源电池产能达 20GWh
证券之星 · 04-30 16:30
多氟多：公司2025年年报中已披露报告期内新能源电池产能达 20GWh
加载更多
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调研纪要：物理AI已从技术跑通进入验证并迈向规模化落地阶段，2025年收入约5800万元。旗下最近一年表现最佳的公募基金产品为京管泰富科技驱动混合A，最新单位净值为1.77，近一年增长104.89%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050100008146.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300037","688507","BK0155","BK0229","IE0005HP3H50.USD","BK0231","BK0076","BK0028","BK0132","BK0003"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632693550","title":"【私募调研记录】高毅资产调研新宙邦、爱博医疗等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2632693550","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632693550?lang=zh_cn&edition=full","pubTime":"2026-05-01 08:01","pubTimestamp":1777593671,"startTime":"0","endTime":"0","summary":"根据市场公开信息及4月30日披露的机构调研信息，知名私募高毅资产近期对3家上市公司进行了调研，相关名单如下：1）新宙邦 调研纪要：2026年一季度公司实现营业收入33.61亿元，同比增长67.85%；归母净利润4.80亿元，同比增长109.02%。2）爱博医疗 个股亮点：公司已自主开发普诺瞳 AI数字验配系统。高毅资产旗下汇聚了多位长期业绩优秀、市场经验丰富的明星投资经理。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026050100008023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","BK0155","300037","BK0229","LU2460026573.USD","IE0005HP3H50.USD","BK0003","688050","BK0076","BK0132","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632660133","title":"赣锋锂业（002460）2026年一季报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2632660133","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632660133?lang=zh_cn&edition=full","pubTime":"2026-05-01 06:41","pubTimestamp":1777588890,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期赣锋锂业发布2026年一季报。截至本报告期末，公司营业总收入91.96亿元，同比上升143.81%，归母净利润18.37亿元，同比上升616.34%。本报告期赣锋锂业应收账款上升，应收账款同比增幅达102.24%。持有赣锋锂业最多的基金为有色金属ETF南方，目前规模为275.67亿元，最新净值2.117，较上一交易日下跌0.93%，近一年上涨108.53%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050100006837.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999003461.SGD","002460","BK1129","BK1592","BK1594","BK1190","SGXZ81163826.USD","SG9999006597.SGD","BK0196","BK0155","BK0182","01772","BK0201","BK0233","EVS.SI","BK0197","BK0188","BK1509","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632657612","title":"江苏国泰：4月30日召开业绩说明会，投资者参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2632657612","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632657612?lang=zh_cn&edition=full","pubTime":"2026-05-01 00:01","pubTimestamp":1777564912,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年4月30日江苏国泰发布公告称公司于2026年4月30日召开业绩说明会。江苏国泰主营业务：供应链服务和化工新能源业务。江苏国泰2026年一季报显示，一季度公司主营收入96.65亿元，同比上升8.9%；归母净利润2.12亿元，同比下降12.63%；扣非净利润1.4亿元，同比下降40.74%；负债率48.46%，投资收益1.92亿元，财务费用2.08亿元，毛利率13.29%。该股最近90天内共有3家机构给出评级，买入评级2家，增持评级1家。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050100000032.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0155","BK0197","BK0186","BK0250","002091","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631560956","title":"比亚迪（01211）一季报解码：毛利率回升、技术红利释放，全球化加速出海","url":"https://stock-news.laohu8.com/highlight/detail?id=2631560956","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631560956?lang=zh_cn&edition=full","pubTime":"2026-04-30 22:41","pubTimestamp":1777560088,"startTime":"0","endTime":"0","summary":"4月28日，比亚迪发布2026年第一季度报告。国际投行指出比亚迪首季业绩超预期，维持“买入”评级。3月，比亚迪正式发布第二代刀片电池与闪充技术，实现“常温5分钟充好、9分钟充饱；零下30度仅多3分钟”，解决补能焦虑。截至4月28日，比亚迪已在全国311座城市建成5500座闪充站。智能化领域，比亚迪天神之眼5.0实现全面进化。一季度比亚迪海外销量近32万辆，同比增长55%，新能源汽车业务覆盖全球120个国家和地区，累计出口超208万辆。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1437562.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0463099449.HKD","LU0516422366.SGD","LU0540923850.HKD","LU1719994722.HKD","LU0175139822.USD","LU0708995583.HKD","LU2294711713.HKD","LU0327786744.USD","BK0072","BK1610","LU1242518931.SGD","SG9999015986.USD","LU0164872284.USD","LU0633140560.USD","BK1589","SG9999015952.SGD","SG9999002828.SGD","LU0348766576.USD","LU0417516902.SGD","LU0516423091.SGD","BK0183","LU0269904917.USD","LU1808992512.USD","LU0509642566.USD","LU1997245177.USD","LU0320764599.SGD","LU0531970944.HKD","LU0593848301.USD","LU0039217434.USD","LU2580892789.USD","LU1242518857.USD","LU0359201885.HKD","LU1880383440.USD","LU1820825898.SGD","LU0289961442.SGD","01211","LU2476274720.SGD","LU0359201612.USD","BK0070","LU0708995153.HKD","LU0326950275.SGD","BK1119","BK1522","BYDDY","SG9999001226.SGD","LU1328277881.USD","LU2449936058.SGD","LU0348825331.USD","LU1188198961.HKD","LU0143863198.USD","LU0259732245.USD","BK1607","LU2476274308.USD","LU1794554557.SGD","LU2580892862.HKD","LU0315178854.USD","BK0196","LU2097828714.EUR","LU0828238088.HKD","LU2097828805.USD","LU2495084118.USD","SG9999002463.SGD","IE00BZ08YR35.GBP","IE00BD6J9T35.USD","EVS.SI","LU0244354667.USD","LU0307460666.USD","LU0594300419.USD","LU1023057109.AUD","LU2357125470.USD","LU0229945570.USD","LU0823038988.USD","LU0979878070.USD","LU1251922891.USD","BK1594","LU1868838027.USD","LU0348805143.USD","LU1880383366.USD","LU0449515922.USD","LU0516422952.EUR","LU0254981946.USD","LU0516422440.USD","LU0594300179.USD","LU2097828557.USD","BK1515","LU2348774022.SGD","SG9999015945.SGD","81211","LU2153592121.USD","LU0289739343.SGD","LU0348735423.USD","LU1861214812.USD","LU2328871848.SGD","SG9999015978.USD","LU0214875030.USD","LU0572944931.SGD","LU2097828631.EUR","BK0169","LU1813983027.USD","BK0188","LU1720050803.USD","LU2663582299.SGD","LU0823414551.USD","BK0014","IE00BZ08YS42.EUR","SG9999014674.SGD","BK1539","LU0561508036.HKD","LU0871576103.HKD","LU0359202008.SGD","LU2399975544.HKD","LU0823414478.USD","LU0348767384.USD","LU0511384066.AUD","LU0052750758.USD","LU0320764243.SGD","LU0029874905.USD","LU0650527681.SGD","LU2289578879.USD","LU0128522744.USD","BK1582","LU1064130708.USD","LU0683595622.HKD","LU2778985437.USD","LU0449509016.USD","BK1540","BK1509","BK1149","LU1146622755.USD","LU1508157978.USD","LU0164865239.USD","LU0865486749.SGD","LU0314109678.HKD","BK0155","LU0531971595.HKD","LU0588545730.USD","LU1861219969.SGD","LU0819123356.HKD","LU1580142542.USD","LU0289960550.SGD","LU2360107325.USD","SG9999006597.SGD","LU2039709279.SGD","LU0856984785.SGD","LU1781817850.SGD","LU1868837722.USD","LU0633140727.USD","LU0588545490.SGD","LU0819121731.USD","LU0084288322.USD","LU0274383008.USD","LU1303224171.USD","LU1064131003.USD","LU0165289439.USD","LU2148510915.USD","LU1997244956.HKD","LU0634319403.HKD","SG9999006514.SGD","LU2506951792.HKD","LU1969619763.USD","LU0823426480.USD","BK1504","LU0543330566.HKD","LU1997245094.SGD","BK1580","LU0417516738.SGD","LU0143863784.USD","LU1770034418.SGD","LU0054450605.USD","LU0348827113.USD","HYDD.SI","IE00BZ08YT58.USD","002594","LU1961090484.USD","LU0823426308.USD","LU0823039010.USD","LU0505663152.USD","LU0043850808.USD","LU2097828474.EUR","LU0588546209.SGD","LU1868837565.USD","LU0588545904.SGD","LU0211977185.USD","LU0605514214.HKD","BK0264","LU0516423174.USD","LU0469268626.HKD","LU2249611893.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631630885","title":"大东南：公司较低的资产负债率有助于保持稳健的财务结构","url":"https://stock-news.laohu8.com/highlight/detail?id=2631630885","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631630885?lang=zh_cn&edition=full","pubTime":"2026-04-30 20:51","pubTimestamp":1777553502,"startTime":"0","endTime":"0","summary":"证券之星消息，大东南(002263)04月29日在投资者关系平台上答复投资者关心的问题。投资者提问：公司负债率为什么这么低？公司是否会收购一些优质资产？大东南回复：您好。公司较低的资产负债率有助于保持稳健的财务结构，降低经营风险，也为公司后续业务拓展预留了充足空间。关于资产收购相关事项，若有符合公司发展战略的相关规划，公司将严格按照相关规定及时履行信息披露义务，请以公司后续发布的公告为准。感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000065970.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0220","BK0094","002263","BK0155","BK0174"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631636743","title":"Morgan Stanley增持天齐锂业(09696)约31.52万股 每股作价约59.19港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631636743","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631636743?lang=zh_cn&edition=full","pubTime":"2026-04-30 19:14","pubTimestamp":1777547688,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，4月27日，Morgan Stanley增持天齐锂业(09696)31.5202万股，每股作价59.1899港元，总金额约为1865.68万港元。增持后最新持股数目约为1405.69万股，最新持股比例为6.13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1437393.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MSPQL","LU0314104364.USD","BK0028","BK1129","LU0006306889.USD","LU2023251221.USD","LU1989772923.USD","LU1720051017.SGD","LU1162221912.USD","LU1791710582.SGD","LU2133065610.SGD","LU1732799900.SGD","LU2271345857.HKD","BK4127","LU0106831901.USD","LU1989772840.SGD","LU2357305700.SGD","LU0795875169.SGD","LU0267386448.USD","LU0912757837.SGD","LU0234570918.USD","BK0196","LU1732800096.USD","LU0320765646.SGD","LU2089283258.USD","LU2111349929.HKD","BK0155","LU1548497426.USD","BK0183","LU0528227936.USD","LU0795875086.SGD","BK0182","09696","002466","IE00BZ1G4Q59.USD","BK0233","LU0971096721.USD","LU1244550221.USD","LU1074936037.SGD","BK4504","BK0077","IE00BKVL7J92.USD","LU0882574139.USD","LU1363072403.SGD","MSPQV","SG9999014674.SGD","BK4516","EWH","LU0557290698.USD","BK4534"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631381616","title":"比亚迪与高德地图达成战略合作：闪充站接入高德，目标2万座","url":"https://stock-news.laohu8.com/highlight/detail?id=2631381616","media":"凤凰网科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631381616?lang=zh_cn&edition=full","pubTime":"2026-04-30 18:25","pubTimestamp":1777544700,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 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持股比例从11.61%跃升至12.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184568233","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1184568233?lang=zh_cn&edition=full","pubTime":"2026-04-30 17:54","pubTimestamp":1777542857,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露文件显示，国际投行巨头摩根大通于4月24日显著增持天齐锂业H股。其持有的长仓比例由原先的11.61%提升至12.59%，增幅达到0.98个百分点。\n此次持股变动凸显了机构投资者对这家锂业龙头企业的持续看好。作为全球重要的锂化合物生产商，天齐锂业在新能源产业链中占据关键地位。摩根大通此次增持操作，可能预示着其对锂行业长期发展前景的积极预期。\n持仓比例的提升往往被视为市场信心的风向标。在当前全球能源转型加速的背景下，锂资源企业的战略价值日益凸显。机构投资者的仓位调整动向，值得市场参与者密切关注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0196","BK0028","BK0182","BK1129","002466","09696","BK0233","BK0077","SG9999014674.SGD","BK0183","BK0155","BK0197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631682623","title":"4月30日ST南都（300068）龙虎榜数据：机构净买入278.07万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631682623","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631682623?lang=zh_cn&edition=full","pubTime":"2026-04-30 17:50","pubTimestamp":1777542620,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年4月30日公布的交易公开信息显示，ST南都因日跌幅达到15%的前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年4月30日收盘，ST南都报收于8.85元，下跌19.98%，换手率0.26%，成交量2.19万手，成交额1939.83万元。从龙虎榜公布的当日买卖数据来看，机构合计净买入278.07万元。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/30/20260430749988.png","type":0,"news_type":0,"thumbnails":[" 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68%的股份。KMC项目信息请关注公司相关公告，谢谢。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000053837.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002497","BK0070","BK0155","BK0182","BK0028","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631686528","title":"雅化集团：公司目前锂精矿库存能够保障国内产品生产需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2631686528","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631686528?lang=zh_cn&edition=full","pubTime":"2026-04-30 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