过去 90 天内有 1 名内部人买入 €157万股票,最近一笔由 Anonymous (Executive member of the board of directors / member of senior management) 披露于 2026年9月28日。
Stadler Rail AG:高管交易动态
Stadler Rail AG是一家工业行业的上市公司,总部位于瑞士布斯南,成立于1942年。其高管通过SIX SER申报股份交易。2025年11月3日至2026年11月3日期间,3位高管共发布了21份申报。
买卖两个方向都有交易:12笔买入,金额€354万,9笔卖出,金额€68.1万,分别来自3位高管和2位高管。两个方向相互抵消后,仍有€285万的净买入。公开市场买入要按现价、用自有资金支付,这一点有别于作为薪酬获得的股份。期内单笔金额最大的是一笔买入,金额€157万,于2026年9月28日公布。在买入一方,申报人包括3位高级管理人员。
其中1笔买入发生在公司另一位高管买入后的30天之内。多位不同高管在短时间内买入同一只股票,称为集群买入,这种情形比单笔买入更受研究者关注。最近一次买入已有一段时间:它于2026年9月28日公布,距今41天。至少一半的申报在交易当天发布(来源:SIX SER)。在这段时间里,只有高管本人知道这笔交易。
作为参照,同一交易所的中位公司(共178家公司)同期发布了10份申报,而本公司为21份申报。自2023年以来,数据库收录了公司高管的37笔买入和28笔卖出。
同一行业的其他公司中,我们的信号近期发现了Auroora Yhtiöt Oyj和MBB SE的高管买入。数据来源:高管申报(SIX SER)。过往交易不代表未来收益。
谁在何时交易
买入卖出内部人买入以来
- Anonymous (Executive member of the board of directors / member of senior management)+9.4%入场价 CHF 29.58 · T+30 收盘 CHF 32.36
- Anonymous (an executive member of the board of directors / member of senior management)+28.4%入场价 CHF 24.38 · T+90 收盘 CHF 31.30
- Anonymous (a non-executive member of the board of directors)+29.1%入场价 CHF 24.98 · T+90 收盘 CHF 32.24
入场价为披露次日收盘价,即读者可操作的第一个价格。价格以上市货币计。过往涨跌不代表未来表现。
分析师共识:看涨还是看跌?
分析师对 Stadler Rail AG 的评级为买入(看涨),基于 8 位分析师。 平均目标价:CHF 30.86。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位;其他市场的信号仍处于观察状态。并非投资建议。
透明的价值 + 质量排名,独立于内部人交易信号。
财务数据
财年 2025财年截至 2025年12月 · cache
- ▲Anonymous (Executive member of the board of directors / member of senior management)1M CHF12SIX50,000 股@ CHF 29.7266.4% 占其流量ISIN CH0002178181SIX:T1Q9S00083标准退出:2026年12月27日 (T+90)
- ▼Anonymous (an executive member of the board of directors / member of senior management)30,000 CHF14SIX1,000 股@ CHF 30.000.0009% 占市值1.5% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9H00011
- ▼Anonymous (an executive member of the board of directors / member of senior management)58,000 CHF14SIX2,000 股@ CHF 29.000.0018% 占市值2.9% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9400029
- ▼Anonymous (Executive member of the board of directors / member of senior management)70,500 CHF24SIX3,000 股@ CHF 23.500.0035% 占市值0.3% 占其流量ISIN CH0002178181SIX:T1Q6T00012
- ▼Anonymous (an executive member of the board of directors / member of senior management)48,130 CHF24SIX2,168 股@ CHF 22.209.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q6C00067
- ▲Anonymous (an executive member of the board of directors / member of senior management)11,145 CHF23SIX500 股@ CHF 22.292.3% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q6C00075标准退出:2026年9月10日 (T+90)
- ▼Anonymous (an executive member of the board of directors / member of senior management)42,940 CHF24SIX1,900 股@ CHF 22.608.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q6300024
- ▲Anonymous (a non-executive member of the board of directors)106,667 CHF16SIX1 股@ CHF 106,667.0049.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5T000B9标准退出:2026年8月27日 (T+90)
- ▲Anonymous (a non-executive member of the board of directors)12,333 CHF12SIX1 股@ CHF 12,333.005.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5T000H6标准退出:2026年8月27日 (T+90)
- ▲Anonymous (a non-executive member of the board of directors)58,334 CHF14SIX1 股@ CHF 58,334.0027.2% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5R00034标准退出:2026年8月25日 (T+90)
- ▲Anonymous (a non-executive member of the board of directors)37,000 CHF13SIX1 股@ CHF 37,000.0017.2% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5R00026标准退出:2026年8月25日 (T+90)
- ▼Anonymous (Executive member of the board of directors / member of senior management)111,600 CHF23SIX5,000 股@ CHF 22.320.5% 占其流量ISIN CH0002178181SIX:T1Q5F00021
- ▼Anonymous (Executive member of the board of directors / member of senior management)117,600 CHF11SIX5,000 股@ CHF 23.520.6% 占其流量ISIN CH0002178181SIX:T1Q5700075
- ▲Anonymous (Executive member of the board of directors / member of senior management)18,307 CHF11SIX1,000 股@ CHF 18.30680.1% 占其流量ISIN CH0002178181SIX:T1Q3I00079标准退出:2026年6月16日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)182,849 CHF11SIX1 股@ CHF 182,849.000.9% 占其流量ISIN CH0002178181SIX:T1Q3A00092标准退出:2026年6月8日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)117,481 CHF11SIX1 股@ CHF 117,481.000.6% 占其流量ISIN CH0002178181SIX:T1Q3A000D8标准退出:2026年6月8日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)79,316 CHF11SIX1 股@ CHF 79,316.000.4% 占其流量ISIN CH0002178181SIX:T1Q3A000E6标准退出:2026年6月8日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)157,179 CHF11SIX1 股@ CHF 157,179.000.8% 占其流量ISIN CH0002178181SIX:T1Q3A000C0标准退出:2026年6月8日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)1M CHF11SIX50,969 股@ CHF 20.104.8% 占其流量ISIN CH0002178181SIX:T1PCU00046标准退出:2026年3月30日 (T+90)
- ▼Anonymous (Executive member of the board of directors / member of senior management)81,036 CHF11SIX4,000 股@ CHF 20.25890.4% 占其流量ISIN CH0002178181SIX:T1PC100037
- ▼Anonymous (Executive member of the board of directors / member of senior management)69,499 CHF11SIX3,500 股@ CHF 19.85670.3% 占其流量ISIN CH0002178181SIX:T1PBS00059
- ▼Anonymous (Executive member of the board of directors / member of senior management)90,663 CHF11SIX4,500 股@ CHF 20.14730.4% 占其流量ISIN CH0002178181SIX:T1PAS00010
- ▼Anonymous (Executive member of the board of directors / member of senior management)62,268 CHF23SIX3,000 股@ CHF 20.75610.3% 占其流量ISIN CH0002178181SIX:T1P9C00013
- ▼Anonymous (Non-executive member of the board of directors)4M CHF19SIX180,000 股@ CHF 21.3488.9% 占其流量ISIN CH0002178181SIX:T1P92000D1
- ▲Anonymous (Executive member of the board of directors / member of senior management)4M CHF13SIX180,000 股@ CHF 21.3417.9% 占其流量ISIN CH0002178181SIX:T1P92000E9标准退出:2025年12月1日 (T+90)
65 条申报中的 25 条
关于 Stadler Rail AG
Stadler Rail AG是一家领先的瑞士铁路车辆制造商,在瑞士SIX交易所(SMI/SPI)上市,股票代码为SIX.SW。公司成立于1942年,已从一家本地瑞士工程企业发展成为国际铁路设备集团,总部位于瑞士东部的Bussnang。Stadler的工业基因深深植根于瑞士制造纪律,但其运营足迹已扩展至全球,在多个地区开展设计、生产、工程和全生命周期支持业务。该集团以向公共交通运营商、铁路当局和货运客户提供定制化铁路解决方案而闻名。
其核心业务涵盖区域列车和城际列车、双层列车、有轨电车、地铁、机车以及山地铁路/齿轨车辆。主要产品系列包括FLIRT、KISS、TRAMLINK、TINA、EURODUAL和ORION。这一广泛的产品组合使Stadler能够接触多个终端市场,从通勤铁路和城市公交到货运和阿尔卑斯山旅游铁路。除新车外,Stadler还在扩展其服务、维护、零部件和信号业务,这在战略上很重要,因为这些业务可以增加经常性收入、深化客户关系,并长期支持利润率韧性。
展开全文收起
从竞争角度看,Stadler在利基和定制化铁路解决方案领域特别强大,其中技术复杂性和本地需求至关重要。其竞争优势在于模块化平台、工程灵活性以及集成电气、混合动力和氢能等替代推进技术的能力。公司还受益于地理位置分散的生产和服务网络,在欧洲、北美和中欧设有设施和运营。这一足迹帮助Stadler满足本地内容预期、缩短交付链并为靠近客户的车队提供服务。
最近的发展进一步强化了公司的工业形象。2025年,Stadler报告了上半年收入增长和盈利能力改善,同时也承认持续存在供应链和生产爬坡挑战。公司强调了瑞士的技术里程碑,包括先进的齿轨铁路解决方案,并继续在多个市场赢得和执行订单。公司还强调了服务相关积压订单的增长以及对制造产能的持续投资。对投资者而言,Stadler代表了一家高质量的瑞士工业企业,受益于铁路电气化、公共交通资本支出以及向可持续出行长期转变的趋势。
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