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特变电工(600089.SH):未生产液冷服务器
Ge Long Hui· 2025-09-26 08:09
Core Viewpoint - The company, TBEA Co., Ltd. (特变电工), has clarified that it does not manufacture liquid-cooled servers [1] Company Summary - TBEA Co., Ltd. responded to inquiries on its investor interaction platform regarding its product offerings [1]
神宇股份(300563.SZ):公司黄金拉丝产品主要用于半导体芯片制造的蒸发工序
Ge Long Hui· 2025-09-26 08:03
格隆汇9月26日丨神宇股份(300563.SZ)在投资者互动平台表示,公司的黄金拉丝产品主要用于半导体芯 片制造的蒸发工序,公司不向终端客户直接供货。 ...
合肥城建(002208.SZ):公司未间接持有蚂蚁金服股权
Ge Long Hui· 2025-09-26 08:03
格隆汇9月26日丨合肥城建(002208.SZ)在投资者互动平台表示,公司未间接持有蚂蚁金服股权。 ...
华鹏飞(300350.SZ):暂未参与北极航线相关运输
Ge Long Hui· 2025-09-26 08:03
格隆汇9月26日丨华鹏飞(300350.SZ)在互动平台表示,公司以公路运输服务为核心,通过链接多种运输 方式,为客户提供一站式国际综合物流解决方案。目前公司主要聚焦于中欧、中亚和中俄等线路业务, 暂未参与北极航线相关运输。 ...
建发致新(301584.SZ)目前没有从事脑机接口设备的销售业务
Ge Long Hui· 2025-09-26 08:03
格隆汇9月26日丨建发致新(301584.SZ)在互动平台表示,公司目前没有从事脑机接口设备的销售业务。 ...
特变电工(600089.SH):可为量子科技发展提供系列电气产品及绿色节能、智慧运维的电气系统解决方案
Ge Long Hui· 2025-09-26 08:03
格隆汇9月26日丨特变电工(600089.SH)在投资者互动平台表示,量子科技目前主要应用于通讯领域,我 公司可为量子科技发展提供系列电气产品及绿色节能、智慧运维的电气系统解决方案,助力量子技术的 应用和发展。 ...
风华高科(000636.SZ):目前抗硫化电阻器、MLCC等产品已直接应用于光模块产品上
Ge Long Hui· 2025-09-26 07:57
格隆汇9月26日丨风华高科(000636.SZ)在投资者互动平台表示,公司生产的被动元器件是光模块、服务 器、通信设备等电子信息产业的基础核心组件。目前,公司的抗硫化电阻器、MLCC、射频电感等产品 已直接应用于光模块产品上。公司将持续受益于相关产业链的增长。 ...
贤丰控股:拟退出饲料业务
Ge Long Hui· 2025-09-26 07:56
Core Viewpoint - The company, Xianfeng Holdings, is planning to exit the feed business through the termination of existing agreements with its partners, indicating a strategic shift in its business operations [1] Group 1: Company Actions - Xianfeng Holdings' subsidiary, Zunyi Kangxiyuan Animal Nutrition Technology Co., Ltd., has signed a feed factory lease contract and feed purchase agreements with several companies [1] - The company’s board of directors has approved the proposal to terminate the feed purchase agreements and the lease contract, reflecting a decision based on the company's business development situation [1] - The termination agreements will be signed following friendly negotiations with the counterparties, and the company will gradually complete the handover of related matters after the agreements are finalized [1] Group 2: Future Implications - The exit from the feed business suggests a potential refocus on other areas of operation, which may impact the company's future strategic direction and resource allocation [1] - The authorization of the chairman or designated agent to sign the termination documents indicates a streamlined process for the transition away from the feed business [1]
研报掘金丨华西证券:首予福晶科技“买入”评级,三大业务稳健发展
Ge Long Hui· 2025-09-26 07:55
Group 1 - The core viewpoint of the article highlights that Fuzhong Technology is one of the few suppliers in the industry capable of providing a comprehensive service of "crystal + optical components + laser devices" [1] - The company's products are widely used in various industrial fields, including lasers, optical communications, semiconductors, AR/VR, life sciences, autonomous driving, environmental monitoring equipment, and testing and analysis instruments [1] - Fuzhong Technology aims to target the high-end laser device market to address the issue of dependence on imported core components, successfully breaking the monopoly of foreign laser device suppliers [1] Group 2 - The company has developed self-researched acousto-optic devices and magneto-optic devices, which have gained recognition from customers and research users of ultraviolet lasers, fiber lasers, and ultrafast lasers [1] - The orderly advancement of the Zhiqi Photon project in research and market development is expected to continuously contribute to revenue and profit [1] - The report initiates coverage with a "buy" rating for the company [1]
年内最强ST股涨超10倍
Ge Long Hui· 2025-09-26 07:51
格隆汇9月26日丨今年以来,部分ST股表现抢眼,这主要是受到市场、政策等多种因素综合影响,包括 A股整体交投趋向活跃,加上并购重组新规落地后,一些ST公司重组预期也随之增强。统计显示,截至 9月26日收盘,9只ST股今年以来累计涨幅翻倍,包括*ST宇顺、*ST亚振、ST华通、ST信通、*ST亚太 等。其中3股今日盘中最高价创历史新高,分别是*ST宇顺、*ST亚振、ST华通。*ST宇顺以1060.39%的 涨幅高居第1位,在所有A股中同期涨幅排名第二位,仅次于上纬新材。据统计,*ST宇顺于2025年9月 24日收盘时,年内涨幅首次达到10倍以上,今日涨停之后,年内累计涨幅进一步扩大。 ...