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) |
| 2025-04-29 | 冰山冷热 | 机械基件 |
49.16亿元
|
44.21
|
0.51%
|
0.26%
(2025-03-31)
|
0.26%
42.47%
(2025-03-31)
|
2.90%
(2025-03-31)
|
2.90%
91.05%
(2025-03-31)
|
2019-02-26
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-29 | ST红太阳 | 农药化肥 |
97.74亿元
|
24.61
|
-
|
0.24%
(2025-03-31)
|
0.24%
178.41%
(2025-03-31)
|
45.74%
(2025-03-31)
|
45.74%
-91.90%
(2025-03-31)
|
-
-
|
-
-
|
电话会议,线上会议 | 查看详情 |
| 2025-04-29 | 丽珠集团 | 化学制药 |
321.77亿元
|
15.40
|
3.03%
|
-1.92%
(2025-03-31)
|
-1.92%
16.47%
(2025-03-31)
|
4.75%
(2025-03-31)
|
4.75%
63.95%
(2025-03-31)
|
2025-05-07
(实施)
|
-
-
|
特定对象调研,现场调研 | 查看详情 |
| 2025-04-29 | 山东路桥 | 建筑工程 |
92.26亿元
|
3.96
|
3.53%
|
1.95%
(2025-03-31)
|
1.95%
-65.94%
(2025-03-31)
|
1.89%
(2025-03-31)
|
1.89%
-71.21%
(2025-03-31)
|
2025-06-24
(完成)
|
-
-
|
电话会议 | 查看详情 |
| 2025-04-29 | 南京公用 | 供气供热 |
37.28亿元
|
50.56
|
0.93%
|
36.20%
(2025-03-31)
|
36.20%
-30.31%
(2025-03-31)
|
544.26%
(2025-03-31)
|
544.26%
-45.45%
(2025-03-31)
|
2025-05-29
(完成)
|
-
-
|
业绩说明会,网络互动方式 | 查看详情 |
| 2025-04-29 | TCL科技 | 元器件 |
813.13亿元
|
34.80
|
-
|
0.42%
(2025-03-31)
|
0.42%
-4.11%
(2025-03-31)
|
321.96%
(2025-03-31)
|
321.96%
2510.26%
(2025-03-31)
|
2025-04-16
(预案)
|
-
-
|
业绩说明会议,网络远程 | 查看详情 |
| 2025-04-29 | 方大集团 | 其他建材 |
44.14亿元
|
34.93
|
1.22%
|
-17.61%
(2025-03-31)
|
-17.61%
-38.05%
(2025-03-31)
|
-35.83%
(2025-03-31)
|
-35.83%
774.36%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 阿为特 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
业绩说明会,网络 | 查看详情 |
| 2025-04-28 | 盖世食品 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
业绩说明会,网络方式 | 查看详情 |
| 2025-04-28 | 锦波生物 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
电话会议 | 查看详情 |
| 2025-04-28 | 雷特科技 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
业绩说明会,网络 | 查看详情 |
| 2025-04-28 | 润农节水 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
业绩说明会,网络 | 查看详情 |
| 2025-04-28 | 格科微 | 半导体 |
403.09亿元
|
384.22
|
-
|
18.21%
(2025-03-31)
|
18.21%
-16.67%
(2025-03-31)
|
-271.50%
(2025-03-31)
|
-271.50%
-128.95%
(2025-03-31)
|
2025-02-28
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 艾森股份 | 半导体 |
37.01亿元
|
110.37
|
-
|
54.13%
(2025-03-31)
|
54.13%
5.23%
(2025-03-31)
|
0.71%
(2025-03-31)
|
0.71%
-21.60%
(2025-03-31)
|
2025-05-07
(实施)
|
-
-
|
业绩说明会,电话会议 | 查看详情 |
| 2025-04-28 | 纳微科技 | 化工原料 |
86.94亿元
|
91.35
|
-
|
22.39%
(2025-03-31)
|
22.39%
-18.95%
(2025-03-31)
|
72.98%
(2025-03-31)
|
72.98%
-28.46%
(2025-03-31)
|
2025-01-28
(完成)
|
-
-
|
电话会议 | 查看详情 |
| 2025-04-28 | 芯联集成 | 半导体 |
337.90亿元
|
-
|
-
|
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 |
| 2025-04-28 | 奥浦迈 | 生物制药 |
46.04亿元
|
285.25
|
-
|
4.98%
(2025-03-31)
|
4.98%
2.82%
(2025-03-31)
|
-25.08%
(2025-03-31)
|
-25.08%
337.25%
(2025-03-31)
|
2025-01-08
(完成)
|
-
-
|
分析师会议 | 查看详情 |
| 2025-04-28 | 成都先导 | 化学制药 |
64.03亿元
|
97.45
|
-
|
-0.60%
(2025-03-31)
|
-0.60%
-17.08%
(2025-03-31)
|
102.90%
(2025-03-31)
|
102.90%
33.19%
(2025-03-31)
|
2022-12-30
(完成)
|
-
-
|
分析师会议,电话会议 | 查看详情 |
| 2025-04-28 | 海正生材 | 塑料 |
25.36亿元
|
87.95
|
-
|
7.00%
(2025-03-31)
|
7.00%
10.46%
(2025-03-31)
|
-96.62%
(2025-03-31)
|
-96.62%
-88.62%
(2025-03-31)
|
2025-05-07
(实施)
|
-
-
|
特定对象调研,电话会议 | 查看详情 |
| 2025-04-28 | 晶华微 | 半导体 |
25.93亿元
|
-
|
-
|
38.70%
(2025-03-31)
|
38.70%
-2.80%
(2025-03-31)
|
-787.12%
(2025-03-31)
|
-787.12%
-225.80%
(2025-03-31)
|
2024-08-01
(完成)
|
-
-
|
现场参观 | 查看详情 |
| 2025-04-28 | 传音控股 | 通信设备 |
900.19亿元
|
20.40
|
-
|
-25.45%
(2025-03-31)
|
-25.45%
-25.54%
(2025-03-31)
|
-69.87%
(2025-03-31)
|
-69.87%
-70.22%
(2025-03-31)
|
-
-
|
-
-
|
电话会议 | 查看详情 |
| 2025-04-28 | 洁特生物 | 医疗保健 |
22.15亿元
|
27.52
|
-
|
26.00%
(2025-03-31)
|
26.00%
-26.23%
(2025-03-31)
|
101.29%
(2025-03-31)
|
101.29%
-25.28%
(2025-03-31)
|
2024-07-10
(完成)
|
预计:净利润1400(万元)
(预增)
(2025-03-31)
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 交控科技 | 运输设备 |
38.68亿元
|
43.53
|
-
|
-4.73%
(2025-03-31)
|
-4.73%
-50.73%
(2025-03-31)
|
42.58%
(2025-03-31)
|
42.58%
-66.62%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 佳禾食品 | 乳制品 |
62.93亿元
|
149.40
|
0.43%
|
5.46%
(2025-03-31)
|
5.46%
-9.52%
(2025-03-31)
|
-91.46%
(2025-03-31)
|
-91.46%
204.81%
(2025-03-31)
|
2024-12-31
(完成)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-04-28 | 神农集团 | 农业综合 |
167.27亿元
|
18.20
|
-
|
35.97%
(2025-03-31)
|
35.97%
-2.31%
(2025-03-31)
|
6510.85%
(2025-03-31)
|
6510.85%
10.67%
(2025-03-31)
|
2025-06-21
(预案)
|
-
-
|
电话会议(2024年年报与2025年一季报业绩解读) | 查看详情 |
| 2025-04-28 | 祥和实业 | 运输设备 |
30.70亿元
|
33.20
|
-
|
21.33%
(2025-03-31)
|
21.33%
11.89%
(2025-03-31)
|
92.87%
(2025-03-31)
|
92.87%
-3.42%
(2025-03-31)
|
2025-04-30
(完成)
|
-
-
|
分析师会议 | 查看详情 |
| 2025-04-28 | 皇马科技 | 化工原料 |
73.29亿元
|
17.81
|
1.65%
|
13.47%
(2025-03-31)
|
13.47%
-1.21%
(2025-03-31)
|
15.77%
(2025-03-31)
|
15.77%
-9.30%
(2025-03-31)
|
2024-03-01
(实施)
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-04-28 | 乐惠国际 | 专用机械 |
37.66亿元
|
141.53
|
1.28%
|
-5.87%
(2025-03-31)
|
-5.87%
-62.05%
(2025-03-31)
|
160.61%
(2025-03-31)
|
160.61%
146.00%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 振华股份 | 化工原料 |
106.61亿元
|
21.12
|
0.90%
|
7.59%
(2025-03-31)
|
7.59%
-4.97%
(2025-03-31)
|
37.27%
(2025-03-31)
|
37.27%
7.68%
(2025-03-31)
|
2025-02-20
(完成)
|
-
-
|
业绩交流会(通讯) | 查看详情 |
| 2025-04-28 | 宏盛华源 | 钢加工 |
110.48亿元
|
39.85
|
0.67%
|
-9.28%
(2025-03-31)
|
-9.28%
-10.49%
(2025-03-31)
|
113.13%
(2025-03-31)
|
113.13%
71.90%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研 | 查看详情 |
| 2025-04-28 | 航民股份 | 纺织 |
72.38亿元
|
9.95
|
4.23%
|
-5.69%
(2025-03-31)
|
-5.69%
5.70%
(2025-03-31)
|
6.19%
(2025-03-31)
|
6.19%
-44.35%
(2025-03-31)
|
2024-11-04
(完成)
|
-
-
|
电话调研 | 查看详情 |
| 2025-04-28 | 宏发股份 | 电气设备 |
326.98亿元
|
19.39
|
1.64%
|
15.35%
(2025-03-31)
|
15.35%
23.17%
(2025-03-31)
|
15.47%
(2025-03-31)
|
15.47%
13.70%
(2025-03-31)
|
-
-
|
-
-
|
分析师会议,其他线上交流,电话会议 | 查看详情 |
| 2025-04-28 | 江中药业 | 中成药 |
139.95亿元
|
17.36
|
5.42%
|
-7.03%
(2025-03-31)
|
-7.03%
-19.10%
(2025-03-31)
|
5.91%
(2025-03-31)
|
5.91%
85.19%
(2025-03-31)
|
2025-05-21
(完成)
|
-
-
|
分析师会议 | 查看详情 |
| 2025-04-28 | 哈药股份 | 化学制药 |
92.68亿元
|
13.94
|
-
|
0.78%
(2025-03-31)
|
0.78%
6.51%
(2025-03-31)
|
20.48%
(2025-03-31)
|
20.48%
76.62%
(2025-03-31)
|
2024-06-28
(完成)
|
-
-
|
分析师会议 | 查看详情 |
| 2025-04-28 | 海油工程 | 石油开采 |
240.08亿元
|
10.78
|
3.70%
|
-10.15%
(2025-03-31)
|
-10.15%
-46.52%
(2025-03-31)
|
13.85%
(2025-03-31)
|
13.85%
29.75%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 诺思兰德 | - |
-
|
-
|
-
|
-
|
-
-
|
-
|
-
-
|
-
-
|
-
-
|
业绩说明会,网络 | 查看详情 |
| 2025-04-28 | 斯菱股份 | 汽车配件 |
136.04亿元
|
71.80
|
0.40%
|
19.78%
(2025-03-31)
|
19.78%
-10.13%
(2025-03-31)
|
-1.20%
(2025-03-31)
|
-1.20%
-12.67%
(2025-03-31)
|
-
-
|
-
-
|
业绩说明会,网络平台线上交流 | 查看详情 |
| 2025-04-28 | 波长光电 | 元器件 |
93.27亿元
|
285.24
|
0.21%
|
20.87%
(2025-03-31)
|
20.87%
-28.55%
(2025-03-31)
|
-39.55%
(2025-03-31)
|
-39.55%
6.00%
(2025-03-31)
|
-
-
|
-
-
|
特定对象调研,业绩说明会 | 查看详情 |
| 2025-04-28 | 维峰电子 | 元器件 |
44.88亿元
|
48.40
|
1.22%
|
44.61%
(2025-03-31)
|
44.61%
-3.04%
(2025-03-31)
|
39.99%
(2025-03-31)
|
39.99%
45.94%
(2025-03-31)
|
2023-12-01
(完成)
|
-
-
|
业绩说明会,电话会议 | 查看详情 |
| 2025-04-28 | 捷邦科技 | 元器件 |
52.40亿元
|
-
|
0.27%
|
1.66%
(2025-03-31)
|
1.66%
-16.81%
(2025-03-31)
|
-121.43%
(2025-03-31)
|
-121.43%
44.07%
(2025-03-31)
|
2025-02-19
(完成)
|
-
-
|
分析师会议,电话会议 | 查看详情 |
| 2025-04-28 | 华厦眼科 | 医疗保健 |
161.28亿元
|
38.18
|
0.57%
|
11.74%
(2025-03-31)
|
11.74%
29.34%
(2025-03-31)
|
-4.00%
(2025-03-31)
|
-4.00%
1824.03%
(2025-03-31)
|
2025-01-08
(完成)
|
-
-
|
特定对象调研,中金公司、中信建投等组织的电话会议 | 查看详情 |
| 2025-04-28 | 泽宇智能 | 软件服务 |
59.70亿元
|
28.73
|
2.66%
|
14.81%
(2025-03-31)
|
14.81%
-74.46%
(2025-03-31)
|
-46.84%
(2025-03-31)
|
-46.84%
-86.05%
(2025-03-31)
|
2024-04-17
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 可孚医疗 | 医疗保健 |
68.85亿元
|
22.80
|
5.32%
|
-8.59%
(2025-03-31)
|
-8.59%
0.48%
(2025-03-31)
|
-9.68%
(2025-03-31)
|
-9.68%
52.80%
(2025-03-31)
|
2025-05-21
(股东大会通过)
|
-
-
|
特定对象调研,电话会议 | 查看详情 |
| 2025-04-28 | 中集车辆 | 汽车整车 |
152.93亿元
|
15.31
|
6.86%
|
-10.91%
(2025-03-31)
|
-10.91%
-11.29%
(2025-03-31)
|
-32.59%
(2025-03-31)
|
-32.59%
-26.44%
(2025-03-31)
|
-
-
|
-
-
|
分析师会议,业绩说明会 | 查看详情 |
| 2025-04-28 | 震裕科技 | 电气设备 |
169.75亿元
|
61.87
|
0.15%
|
24.24%
(2025-03-31)
|
24.24%
-15.18%
(2025-03-31)
|
38.90%
(2025-03-31)
|
38.90%
-10.64%
(2025-03-31)
|
2024-12-03
(完成)
|
预计:净利润6900-7500(万元)
(略增)
(2025-03-31)
|
业绩说明会,线上业绩解读会 | 查看详情 |
| 2025-04-28 | 南山智尚 | 纺织 |
98.59亿元
|
51.58
|
0.65%
|
0.72%
(2025-03-31)
|
0.72%
-20.04%
(2025-03-31)
|
0.86%
(2025-03-31)
|
0.86%
-43.71%
(2025-03-31)
|
2023-11-08
(完成)
|
-
-
|
业绩解读会 | 查看详情 |
| 2025-04-28 | 回盛生物 | 农业综合 |
41.70亿元
|
102.34
|
0.51%
|
92.96%
(2025-03-31)
|
92.96%
-2.13%
(2025-03-31)
|
371.23%
(2025-03-31)
|
371.23%
61.79%
(2025-03-31)
|
2024-06-17
(完成)
|
-
-
|
电话会议 | 查看详情 |
| 2025-04-28 | 锋尚文化 | 文教休闲 |
50.39亿元
|
108.78
|
0.79%
|
171.12%
(2025-03-31)
|
171.12%
-52.82%
(2025-03-31)
|
77.58%
(2025-03-31)
|
77.58%
-106.66%
(2025-03-31)
|
2025-03-04
(完成)
|
-
-
|
业绩说明会 | 查看详情 |
| 2025-04-28 | 易天股份 | 专用机械 |
31.31亿元
|
-
|
-
|
89.23%
(2025-03-31)
|
89.23%
171.48%
(2025-03-31)
|
250.81%
(2025-03-31)
|
250.81%
121.05%
(2025-03-31)
|
2025-06-16
(完成)
|
-
-
|
业绩说明会,电话会议,网上 | 查看详情 |
| 2025-04-28 | 新媒股份 | 影视音像 |
92.00亿元
|
13.72
|
7.14%
|
1.48%
(2025-03-31)
|
1.48%
0.51%
(2025-03-31)
|
8.69%
(2025-03-31)
|
8.69%
-30.17%
(2025-03-31)
|
2025-05-29
(预案)
|
-
-
|
特定对象调研,业绩说明会 | 查看详情 |
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