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苏大维格:变更部分募集资金投资项目实施地点、实施方式- CFi.CN 中财网

苏大维格:变更部分募集资金投资项目实施地点、实施方式- CFi.CN 中财网
cfi.net.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cfi.net.cn Daily Mail and Mail on Sunday newspapers.

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盘后公告集锦|中国平安上半年归母营运利润增长10.1% 再启50-100亿回购计划

盘后公告集锦|中国平安上半年归母营运利润增长10.1% 再启50-100亿回购计划
jrj.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jrj.com.cn Daily Mail and Mail on Sunday newspapers.

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深市上市公司公告(7月23日) _ 东方财富网


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7月22日亿纬锂能、天赐材料等10家公司公告出现利好_股市要闻_市场_中金在线

7月22日亿纬锂能、天赐材料等10家公司公告出现利好_股市要闻_市场_中金在线
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苏泊尔大跌，张坤"不离不弃"


苏泊尔大跌，张坤“不离不弃”
行业数据显示上半年小家电出现了负增长。而对二季度大幅降低整体仓位的明星基金经理张坤而言，对其爱股苏泊尔（002032.SZ）减仓幅度很小，几乎做到了“不离不弃”。
业内人士预计，下半年小家电的颓势可能会延续，苏泊尔也会面临家电巨头发力线上，全面抢占市场份额的压力，厨电业务也因为房地产调控受到影响，就占比较高的出口业务来看，人民币上半年的升值也可能对毛利率形成一定的压力。
7月20日上午，苏泊尔再跌0.89%，报收56.89元/股，相比一年前的高点累计调整幅度已经超过35%。
跌破回购价，高管成功“逃顶”
该基金第一季度末股票仓位达到93.93%，在2021年第二季度大幅降低到到70.36%，但张坤在第二季度仅仅减仓了苏泊尔70万股而已，依然持有2310万股，占基金资产净值比例5.13%， ....

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