近期机构调研(投资者关系活动记录)列表
近期机构调研(投资者关系活动记录)列表
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| 调研日期 | 股票 | 行业 | 当前市值 | pettm | 股息率ttm | 营收同比 (报告期) |
营收同比(单季度) 营收环比(单季度) (报告期) |
归母净利润同比 (报告期) |
归母净利润同比(单季度) 归母净利润环比(单季度) (报告期) |
最近的回购 (进度) |
业绩快报 (类型) (报告期) |
调研形式 | 详情(包含AI总结) |
| 2025-06-09 | 明冠新材 | 电气设备 |
26.05亿元
|
-
|
-
|
-46.94%
(2025-03-31)
|
-46.94%
68.84%
(2025-03-31)
|
-392.22%
(2025-03-31)
|
-392.22%
56.36%
(2025-03-31)
|
2024-08-02
(完成)
|
-
-
|
业绩说明会,网络文字互动 | 查看详情 |
| 2025-06-09 | 福元医药 | 化学制药 |
84.24亿元
|
17.31
|
2.78%
|
3.46%
(2025-03-31)
|
3.46%
-7.58%
(2025-03-31)
|
-1.47%
(2025-03-31)
|
-1.47%
48.91%
(2025-03-31)
|
2025-02-06
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 海航科技 | 水运 |
97.42亿元
|
87.09
|
-
|
-11.27%
(2025-03-31)
|
-11.27%
-6.65%
(2025-03-31)
|
-22.68%
(2025-03-31)
|
-22.68%
236.12%
(2025-03-31)
|
-
-
|
-
-
|
分析师会议,现场 | 查看详情 |
| 2025-06-09 | 博实结 | 通信设备 |
80.13亿元
|
44.34
|
1.07%
|
40.28%
(2025-03-31)
|
40.28%
-2.44%
(2025-03-31)
|
14.42%
(2025-03-31)
|
14.42%
-1.44%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研,腾讯会议 | 查看详情 |
| 2025-06-09 | 骏鼎达 | 塑料 |
41.51亿元
|
23.39
|
1.08%
|
39.00%
(2025-03-31)
|
39.00%
-16.63%
(2025-03-31)
|
3.24%
(2025-03-31)
|
3.24%
-22.19%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 隆扬电子 | 元器件 |
59.99亿元
|
63.08
|
1.18%
|
24.18%
(2025-03-31)
|
24.18%
-7.44%
(2025-03-31)
|
72.26%
(2025-03-31)
|
72.26%
3.72%
(2025-03-31)
|
2025-02-12
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 民爆光电 | 电气设备 |
40.52亿元
|
16.88
|
4.83%
|
15.66%
(2025-03-31)
|
15.66%
-1.61%
(2025-03-31)
|
18.45%
(2025-03-31)
|
18.45%
38.64%
(2025-03-31)
|
2024-09-09
(完成)
|
-
-
|
特定对象调研,现场调研 | 查看详情 |
| 2025-06-09 | 奇德新材 | 塑料 |
33.38亿元
|
359.62
|
0.38%
|
24.22%
(2025-03-31)
|
24.22%
-4.46%
(2025-03-31)
|
17.16%
(2025-03-31)
|
17.16%
30.42%
(2025-03-31)
|
2024-08-05
(完成)
|
-
-
|
特定对象调研,电话会议 | 查看详情 |
| 2025-06-09 | 博俊科技 | 汽车配件 |
107.05亿元
|
16.18
|
0.59%
|
37.78%
(2025-03-31)
|
37.78%
-19.42%
(2025-03-31)
|
47.98%
(2025-03-31)
|
47.98%
-39.16%
(2025-03-31)
|
-
-
|
预计:净利润13119-16146(万元)
(预增)
(2025-03-31)
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 联泓新科 | 化工原料 |
202.20亿元
|
79.48
|
0.40%
|
3.48%
(2025-03-31)
|
3.48%
18.27%
(2025-03-31)
|
38.83%
(2025-03-31)
|
38.83%
27.27%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-09 | 华森制药 | 中成药 |
72.54亿元
|
94.53
|
0.49%
|
4.62%
(2025-03-31)
|
4.62%
48.79%
(2025-03-31)
|
0.01%
(2025-03-31)
|
0.01%
1774.03%
(2025-03-31)
|
2022-06-29
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 飞龙股份 | 汽车配件 |
78.34亿元
|
23.51
|
2.93%
|
-10.55%
(2025-03-31)
|
-10.55%
-9.61%
(2025-03-31)
|
3.06%
(2025-03-31)
|
3.06%
94.73%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研,现场参观 | 查看详情 |
| 2025-06-09 | 金固股份 | 汽车配件 |
139.56亿元
|
664.17
|
0.09%
|
8.48%
(2025-03-31)
|
8.48%
87.79%
(2025-03-31)
|
-21.89%
(2025-03-31)
|
-21.89%
184.22%
(2025-03-31)
|
2025-01-22
(完成)
|
-
-
|
现场参观,一对多交流 | 查看详情 |
| 2025-06-09 | 众生药业 | 中成药 |
133.52亿元
|
-
|
1.28%
|
-1.07%
(2025-03-31)
|
-1.07%
13.38%
(2025-03-31)
|
61.06%
(2025-03-31)
|
61.06%
118.44%
(2025-03-31)
|
2025-05-20
(股东大会通过)
|
-
-
|
特定对象调研,现场交流 | 查看详情 |
| 2025-06-09 | 宝武镁业 | 小金属 |
110.78亿元
|
87.17
|
0.45%
|
9.08%
(2025-03-31)
|
9.08%
-22.88%
(2025-03-31)
|
-53.58%
(2025-03-31)
|
-53.58%
380.22%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-09 | 穗恒运A | 火力发电 |
62.90亿元
|
27.03
|
1.66%
|
-7.79%
(2025-03-31)
|
-7.79%
6.73%
(2025-03-31)
|
210.36%
(2025-03-31)
|
210.36%
671.60%
(2025-03-31)
|
2025-03-19
(完成)
|
预计:净利润8000-10800(万元)
(预增)
(2025-03-31)
|
特定对象调研,现场会议 | 查看详情 |
| 2025-06-06 | 芯联集成 | 半导体 |
320.94亿元
|
-
|
-
|
28.14%
(2025-03-31)
|
28.14%
-11.62%
(2025-03-31)
|
24.71%
(2025-03-31)
|
24.71%
34.42%
(2025-03-31)
|
2024-10-09
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 海博思创 | - |
140.26亿元
|
24.03
|
-
|
14.86%
(2025-03-31)
|
14.86%
-49.61%
(2025-03-31)
|
-40.62%
(2025-03-31)
|
-40.62%
-71.93%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会,网络文字互动 | 查看详情 |
| 2025-06-06 | 敏芯股份 | 半导体 |
35.12亿元
|
-
|
-
|
53.05%
(2025-03-31)
|
53.05%
-20.18%
(2025-03-31)
|
119.72%
(2025-03-31)
|
119.72%
-77.84%
(2025-03-31)
|
2025-06-14
(完成)
|
-
-
|
分析师会议 | 查看详情 |
| 2025-06-06 | 嘉澳环保 | 化工原料 |
46.23亿元
|
-
|
-
|
-6.59%
(2025-03-31)
|
-6.59%
98.54%
(2025-03-31)
|
-44.09%
(2025-03-31)
|
-44.09%
79.77%
(2025-03-31)
|
2025-02-06
(完成)
|
-
-
|
业绩说明会,视频录播,网络文字互动问答 | 查看详情 |
| 2025-06-06 | 良品铺子 | 食品 |
48.16亿元
|
-
|
4.15%
|
-29.34%
(2025-03-31)
|
-29.34%
3.16%
(2025-03-31)
|
-157.85%
(2025-03-31)
|
-157.85%
44.81%
(2025-03-31)
|
2022-01-06
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | *ST艾艾 | 塑料 |
18.84亿元
|
-
|
0.57%
|
30.18%
(2025-03-31)
|
30.18%
23.39%
(2025-03-31)
|
338.97%
(2025-03-31)
|
338.97%
136.84%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会,网络文字互动 | 查看详情 |
| 2025-06-06 | 金陵饭店 | 酒店餐饮 |
31.16亿元
|
96.25
|
1.50%
|
-20.48%
(2025-03-31)
|
-20.48%
-7.43%
(2025-03-31)
|
-18.26%
(2025-03-31)
|
-18.26%
175.29%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 南宁百货 | 百货 |
31.59亿元
|
-
|
-
|
-12.94%
(2025-03-31)
|
-12.94%
-30.09%
(2025-03-31)
|
-405.73%
(2025-03-31)
|
-405.73%
82.21%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会,网络互动 | 查看详情 |
| 2025-06-06 | 华电辽能 | 火力发电 |
45.21亿元
|
42.59
|
-
|
-1.30%
(2025-03-31)
|
-1.30%
-1.83%
(2025-03-31)
|
17.27%
(2025-03-31)
|
17.27%
140.62%
(2025-03-31)
|
-
-
|
-
-
|
机构调研 | 查看详情 |
| 2025-06-06 | 博实结 | 通信设备 |
80.13亿元
|
44.34
|
1.07%
|
40.28%
(2025-03-31)
|
40.28%
-2.44%
(2025-03-31)
|
14.42%
(2025-03-31)
|
14.42%
-1.44%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 恒鑫生活 | - |
78.96亿元
|
30.82
|
0.65%
|
24.18%
(2025-03-31)
|
24.18%
-1.50%
(2025-03-31)
|
79.79%
(2025-03-31)
|
79.79%
34.97%
(2025-03-31)
|
-
-
|
略增(万元)
(略增)
(2025-03-31)
|
特定对象调研,线上会议 | 查看详情 |
| 2025-06-06 | 弘景光电 | - |
76.39亿元
|
45.24
|
1.25%
|
41.14%
(2025-03-31)
|
41.14%
-17.91%
(2025-03-31)
|
11.79%
(2025-03-31)
|
11.79%
-39.95%
(2025-03-31)
|
-
-
|
预计:净利润3206-3712(万元)
(略增)
(2025-03-31)
|
特定对象调研,电话会议 | 查看详情 |
| 2025-06-06 | 美好医疗 | 医疗保健 |
97.28亿元
|
27.20
|
0.42%
|
5.05%
(2025-03-31)
|
5.05%
-32.42%
(2025-03-31)
|
-10.62%
(2025-03-31)
|
-10.62%
-51.03%
(2025-03-31)
|
2025-03-27
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 曼恩斯特 | 专用机械 |
82.78亿元
|
-
|
0.36%
|
139.20%
(2025-03-31)
|
139.20%
-34.52%
(2025-03-31)
|
-90.24%
(2025-03-31)
|
-90.24%
116.74%
(2025-03-31)
|
2025-06-04
(实施)
|
-
-
|
现场参观,年度股东会 | 查看详情 |
| 2025-06-06 | 明阳电气 | 电气设备 |
125.63亿元
|
18.34
|
1.59%
|
26.21%
(2025-03-31)
|
26.21%
-44.53%
(2025-03-31)
|
25.01%
(2025-03-31)
|
25.01%
-50.51%
(2025-03-31)
|
-
-
|
-
-
|
现场参观 | 查看详情 |
| 2025-06-06 | 汉朔科技 | - |
245.08亿元
|
35.46
|
-
|
0.74%
(2025-03-31)
|
0.74%
-5.70%
(2025-03-31)
|
-11.35%
(2025-03-31)
|
-11.35%
1.15%
(2025-03-31)
|
-
-
|
预计:净利润11000-14000(万元)
(略减)
(2025-03-31)
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 满坤科技 | 元器件 |
41.40亿元
|
32.38
|
-
|
43.09%
(2025-03-31)
|
43.09%
-4.53%
(2025-03-31)
|
313.78%
(2025-03-31)
|
313.78%
-19.04%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 迈普医学 | 医疗保健 |
37.92亿元
|
43.05
|
1.05%
|
28.84%
(2025-03-31)
|
28.84%
-15.77%
(2025-03-31)
|
61.68%
(2025-03-31)
|
61.68%
-7.25%
(2025-03-31)
|
2024-05-06
(实施)
|
-
-
|
电话会议 | 查看详情 |
| 2025-06-06 | 建工修复 | 环境保护 |
20.38亿元
|
-
|
0.91%
|
2.11%
(2025-03-31)
|
2.11%
78.60%
(2025-03-31)
|
-120.79%
(2025-03-31)
|
-120.79%
87.80%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 南极光 | 元器件 |
45.73亿元
|
74.37
|
-
|
265.54%
(2025-03-31)
|
265.54%
-15.07%
(2025-03-31)
|
367.01%
(2025-03-31)
|
367.01%
34.08%
(2025-03-31)
|
2023-11-28
(股东大会通过)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 美瑞新材 | 化工原料 |
73.17亿元
|
87.74
|
0.41%
|
0.50%
(2025-03-31)
|
0.50%
-8.92%
(2025-03-31)
|
47.12%
(2025-03-31)
|
47.12%
-32.70%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 金陵体育 | 文教休闲 |
46.02亿元
|
206.95
|
0.42%
|
-26.09%
(2025-03-31)
|
-26.09%
-55.87%
(2025-03-31)
|
-159.82%
(2025-03-31)
|
-159.82%
-134.02%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研,现场参观 | 查看详情 |
| 2025-06-06 | 伊之密 | 专用机械 |
93.29亿元
|
14.94
|
2.46%
|
24.32%
(2025-03-31)
|
24.32%
-14.58%
(2025-03-31)
|
14.29%
(2025-03-31)
|
14.29%
3.93%
(2025-03-31)
|
2025-05-21
(完成)
|
-
-
|
特定对象调研,现场参观 | 查看详情 |
| 2025-06-06 | 雅本化学 | 农药化肥 |
73.21亿元
|
-
|
0.66%
|
43.52%
(2025-03-31)
|
43.52%
20.38%
(2025-03-31)
|
72.01%
(2025-03-31)
|
72.01%
93.65%
(2025-03-31)
|
2021-02-19
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-06-06 | 信维通信 | 元器件 |
208.80亿元
|
35.54
|
0.46%
|
-6.19%
(2025-03-31)
|
-6.19%
-25.82%
(2025-03-31)
|
-48.90%
(2025-03-31)
|
-48.90%
-39.63%
(2025-03-31)
|
2025-04-29
(预案)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 润都股份 | 化学制药 |
48.09亿元
|
378.80
|
1.04%
|
-16.79%
(2025-03-31)
|
-16.79%
-16.59%
(2025-03-31)
|
-93.57%
(2025-03-31)
|
-93.57%
-30.88%
(2025-03-31)
|
2022-08-10
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-06-06 | 深南电路 | 元器件 |
636.74亿元
|
32.01
|
1.21%
|
20.75%
(2025-03-31)
|
20.75%
-1.54%
(2025-03-31)
|
29.47%
(2025-03-31)
|
29.47%
26.17%
(2025-03-31)
|
2022-12-24
(完成)
|
-
-
|
特定对象调研,券商策略会,实地调研 | 查看详情 |
| 2025-06-06 | 雷柏科技 | IT设备 |
54.89亿元
|
143.95
|
-
|
2.53%
(2025-03-31)
|
2.53%
-9.21%
(2025-03-31)
|
20.84%
(2025-03-31)
|
20.84%
209.86%
(2025-03-31)
|
2025-06-04
(实施)
|
-
-
|
投资者调研 | 查看详情 |
| 2025-06-06 | 中原内配 | 汽车配件 |
49.90亿元
|
22.08
|
-
|
13.77%
(2025-03-31)
|
13.77%
12.28%
(2025-03-31)
|
24.85%
(2025-03-31)
|
24.85%
481.72%
(2025-03-31)
|
2022-12-29
(完成)
|
-
-
|
线上交流 | 查看详情 |
| 2025-06-06 | 石基信息 | 软件服务 |
230.89亿元
|
-
|
0.12%
|
-6.20%
(2025-03-31)
|
-6.20%
-36.45%
(2025-03-31)
|
85.36%
(2025-03-31)
|
85.36%
109.83%
(2025-03-31)
|
-
-
|
-
-
|
石基信息与万豪签订重大经营合同解读会议 | 查看详情 |
| 2025-06-06 | 国脉科技 | 文教休闲 |
117.07亿元
|
58.14
|
0.17%
|
2.46%
(2025-03-31)
|
2.46%
-36.02%
(2025-03-31)
|
55.82%
(2025-03-31)
|
55.82%
345.72%
(2025-03-31)
|
2024-03-23
(完成)
|
预计:净利润8800-9800(万元)
(预增)
(2025-03-31)
|
特定对象调研,线下交流 | 查看详情 |
| 2025-06-06 | 东信和平 | 通信设备 |
70.00亿元
|
36.26
|
1.36%
|
-10.82%
(2025-03-31)
|
-10.82%
0.49%
(2025-03-31)
|
7.40%
(2025-03-31)
|
7.40%
-33.79%
(2025-03-31)
|
2018-03-20
(完成)
|
-
-
|
特定对象调研,线上调研 | 查看详情 |
| 2025-06-06 | 中核科技 | 机械基件 |
77.03亿元
|
33.11
|
1.03%
|
53.16%
(2025-03-31)
|
53.16%
-70.92%
(2025-03-31)
|
217.74%
(2025-03-31)
|
217.74%
-98.41%
(2025-03-31)
|
2024-11-20
(完成)
|
-
-
|
特定对象调研,现场 | 查看详情 |
| 2025-06-06 | 苏宁环球 | 区域地产 |
64.94亿元
|
53.54
|
3.74%
|
-13.65%
(2025-03-31)
|
-13.65%
2.54%
(2025-03-31)
|
-48.32%
(2025-03-31)
|
-48.32%
124.86%
(2025-03-31)
|
2019-11-21
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
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