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横店东磁(002056.SZ):已有给机器人客户配套供应充电单元和EMC滤波单元等产品
Ge Long Hui· 2025-09-26 07:04
Group 1 - The company has been supplying charging units and EMC filter units to robot customers and plans to advance the development of more new products and targeted project collaborations [1] - Currently, there are no plans for acquiring related companies [1]
横店东磁:已有给机器人客户配套供应充电单元和EMC滤波单元等产品
Ge Long Hui· 2025-09-26 07:03
Group 1 - The company, Hengdian East Magnetic (002056.SZ), has announced its supply of charging units and EMC filter units to robot clients, indicating a focus on the robotics sector [1] - The company plans to advance the development of more new products and engage in targeted project collaborations in the future [1] - Currently, there are no plans for acquiring related companies [1]
研报掘金丨天风证券:维持同仁堂“买入”评级,核心板块表现稳健,深耕品种品规培育
Ge Long Hui· 2025-09-26 07:01
天风证券研报指出,同仁堂上半年归母净利润9.45亿元,同比-7.39%;2025Q2单季度实现归母净利润3.63亿元,同比-18.38%。核心板块表现稳健,深耕品种品规培育。公司持续深化营销改 ...
金禾实业(002597.SZ):在泛半导体领域聚焦湿电子化学品等关键材料布局,已通过研发攻克显示领域某核心材料
Ge Long Hui· 2025-09-26 06:58
Core Viewpoint - The company is focusing on the semiconductor sector, particularly in wet electronic chemicals and key materials, and has made progress in developing a core material for the display field [1] Group 1: Company Developments - The company has successfully developed a core material for the display sector and is currently advancing the construction of a pilot production line and client validation [1] - The electronic-grade hydrogen peroxide product has stable control over key metal impurity content, meeting the stringent requirements of display panels and mature semiconductor processes [1] - The company is committed to optimizing production processes and expanding horizontally into high-purity chemicals such as electronic-grade potassium hydroxide and sulfuric acid [1] Group 2: Industry Positioning - The company aims to build a complete high-purity chemical product system to cover the basic cleaning and etching needs in the broader semiconductor field [1]
同比激增2424%!装机数据引爆港A风电股,超级风口已至?
Ge Long Hui· 2025-09-26 06:49
回顾近期板块走势,风电设备板块自今年4月9日触及年内低点后,便开启持续走高模式,截至目前,该板块年内累计上涨幅度已接近60%。 | 代码 | 名称 | 最新价 | 涨跌额 | 雅跌幅√ | | --- | --- | --- | --- | --- | | 00527 | 瑞风新能源 | 0.810 | +0.060 | 8.00% | | 00658 | 中国高速传动 | 1.760 | +0.110 | 6.67% | | 02208 | 金风科技 | 13.420 | +0.590 | 4.60% | | 00916 | 龙源电力 | 7.960 | +0.220 | 2.84% | | 01072 | 东方电气 | 16.120 | +0.400 | 2.54% | | 00579 | 京能清洁能源 | 2.440 | +0.040 | 1.67% | | 00956 | 新天绿色能源 | 4.280 | +0.070 | 1.66% | | 01798 | 大唐新能源 | 2.650 | +0.030 | 同同能够。 | A股市场上,风电设备板块领涨态势显著。截至发稿,威力传动20CM涨停,吉鑫科技 ...
Truist上调Wayfair目标价至95美元
Ge Long Hui· 2025-09-26 06:47
Truist将Wayfair的目标价从80美元上调至95美元,维持"买入"评级。(格隆汇) ...
上海百强企业榜揭晓,奇富科技跻身多项榜单??
Ge Long Hui· 2025-09-26 06:47
未来,奇富科技将继续秉持"用先进科技改变金融服务"的使命,进一步加大研发投入力度,持续提升产 品与服务的核心竞争力,为上海全球科技创新中心建设贡献"奇富力量",也为中国金融科技构建高质量 生态注入创新动能。 "上海百强企业"旨在表彰为上海经济社会发展作出突出贡献的优秀企业,以上年度企业营业收入为核心 入围标准,凭借权威性、客观性与公正性,深受政府、企业及社会各界的高度认可。该榜单不仅是企业 综合实力的重要见证,更被视作反映上海经济发展态势的"晴雨表"。此次奇富科技从众多优秀企业中脱 颖而出,一举上榜四大榜单,既印证了公司在技术创新领域的领先地位,也标志着其在市场开拓、经营 管理、模式创新等维度均取得显著成效。 作为深耕金融科技领域的上海本土企业,奇富科技始终将科技创新视为发展的核心基石,以人工智能技 术助力银行智能化转型为核心战略方向。自成立以来,公司累计投入近百亿元资金,组建超千人规模的 研发团队,其中数百人专注于人工智能技术与金融深度融合的领域研究。依托深厚的研发积累,公司成 功打造行业首个赋能信贷核心业务的"奇富信贷超级智能体",整合授信决策、信用评估、AI审批官、AI 信贷员、AI合规官等多元模块,已 ...
A股工业母机概念股普跌,鼎泰高科跌超8%
Ge Long Hui· 2025-09-26 06:35
格隆汇9月26日|A股市场工业母机概念股普跌,其中,鼎泰高科跌超8%,合锻智能跌超7%,联赢激 光、嵘泰股份跌超5%,大族数控、大族激光、华工科技、凯格精机、宁波精达、蓝英装备、汇川技 术、创世纪跌超4%。 ...
大行评级|花旗:预期摩根士丹利第三季业绩强劲 目标价上调至155美元
Ge Long Hui· 2025-09-26 06:15
花旗发表研究报告指,预期摩根士丹利第三季业绩强劲,有利的市场表现应可以促使稳健的财富管理业 绩;花旗又看到市场对大摩所有目光聚焦于30%税前利润率目标。考虑到背景,花旗认为大摩有可能达 成上述目标。花旗表示,虽然大摩第三季度税前利润率数字,主要取决于强劲市场表现驱动的费用收入 增长,但看到大摩在未来几个季度,将维持在29%范围,并在2027年底贷款渗透率、非咨询收入扩张 后,可持续超过30%。花旗最近与大摩管理层的会议后,对大摩建立的财富管理引擎印象更深,将其目 标价从130美元上调至155美元,评级"中性"。 ...
小摩:将埃森哲目标价下调至290美元
Ge Long Hui· 2025-09-26 06:15
摩根大通将埃森哲目标价从302美元下调至290美元。 ...