| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-04- 01 | 837023 | 芭薇股份 | 7605910 | 11093.65 | 当日换手率达到31.78% | | 2024-04- | 835438 | 戈碧迦 | 13540509.0 | 38904.47 | 当日换手率达到23.72% | | 01 | | | | | | | 2024-04- 01 | 871634 | 新威凌 | 3402002 | 4335.94 | 当日换手率达到21.96% | | 2024-04- | | | | | | | 01 | 838030 | 德众汽车 | 20569503.0 | 10673.48 | 当日换手率达到21.56% | ...

[Table_InvestInfo] 投资评级 优于大市 首次 覆盖 股票数据 | --- | --- | |---------------------------------------------------|------------| | | | | 03 [ Table_StockInfo 月 29 日收盘价（元） ] | 29.29 | | 52 周股价波动（元） | 6.44-29.29 | | 总股本 / 流通 A 股（百万股） | 138/57 | | 总市值 / 流通市值（百万元） | 4049/1672 | 市场表现 [Table_QuoteInfo] -3.38% 68.62% 140.62% 212.62% 284.62% | --- | --- | --- | --- | |-------------------------------------|--------|--------|-------| | | | | | | | | | | | 沪深 300 对比 绝对涨幅（ % ） | 1M - | 2M - | 3M - | | 相对涨幅（ % ） | - | - | - | | ...

| | 公告日期 2024-03-29 无 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | | | 戈碧迦(835438) 连续竞价 | 成交数量 | 13994521.0 | 成交金额（万 | 38912.9 | | | | （股） | | 元） | | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 光大证券股份有限公司余姚南雷南路营业部 | | | 7589729.71 | 7109175.78 | | 买2 | 上海证券有限责任公司苏州中心广场证券营业部 | | | 6407677.32 | 2521616.61 | | 买3 | 机构专用 | | | 6176955.14 | 0 | | 买4 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 5187973.78 | 3160953.64 | | 买5 | 国元证券股份有限公司佛山季华五路证券营业部 | | | 5155599.66 | 517410 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- 29 | 838030 | 德众汽车 | 29434299.0 | 15697.52 | 当日换手率达到30.86% | | 2024-03- 29 | 831641 | 格利尔 | 6651732 | 6104.57 | 当日换手率达到25.50% | | 2024-03- | 835438 | 戈碧迦 | 13994521.0 | 38912.9 | 当日换手率达到24.52% | | 29 | | | | | | ...

Investment Rating - The report provides a positive investment recommendation, suggesting active attention to the company as it is expected to experience high growth due to the increasing penetration of nano-microcrystalline glass in the market [4]. Core Insights - The company has seen rapid growth in revenue and net profit, primarily driven by the successful launch of specialty functional glass products, which significantly increased its market share and profitability [2][21]. - The domestic market for smartphone cover glass is projected to exceed 10 billion, with a strong demand for impact-resistant materials, indicating substantial growth opportunities for local manufacturers [3][4]. - The company has a robust innovation strategy, focusing on independent research and development, which has led to the successful commercialization of various specialty glass products [12][11]. Summary by Sections Company Overview - The company specializes in optical and specialty functional glass, with a focus on technological innovation and product diversification since its establishment in 2009 [11][12]. - The company has a concentrated ownership structure, with the chairman and his family holding 28% of the shares, indicating strong control over company decisions [14]. Financial Performance - From 2020 to 2023, the company's total revenue increased from 220 million to 810 million, with a year-on-year growth of 88.3% in 2023 [2][21]. - The net profit attributable to the parent company rose from 34.8 million to 104.2 million during the same period, reflecting a year-on-year increase of 127.4% in 2023 [2][21]. - The gross margin for specialty functional glass products was 36.1% in 2023, significantly higher than the 17.9% for optical glass products, highlighting the profitability of the new product line [21]. Market Dynamics - The optical glass market in China grew from 2.7 billion in 2019 to 3.6 billion in 2022, with a compound annual growth rate of 10.1%, indicating a stable growth trajectory [31][32]. - The specialty functional glass market is expected to expand significantly due to increasing demand in high-end manufacturing sectors, including electronics and medical applications [33][34]. Product Development - The company has successfully launched several specialty glass products, including nano-microcrystalline glass, radiation-proof glass, and high-temperature resistant glass, which have been well-received in the market [11][20]. - The company collaborates with key clients, such as Chongqing Xinjing, to penetrate the domestic market for nano-microcrystalline glass, which is primarily used in smartphones [4][24]. Industry Outlook - The report highlights favorable government policies supporting the development of optical and specialty glass industries, which are crucial for manufacturing upgrades and technological advancements [35][36]. - The global smartphone market is projected to grow from 1.44 billion units in 2023 to 1.65 billion units by 2027, providing a substantial opportunity for the company's cover glass products [34].

| | 公告日期 2024-03-28 异常期间 | 无 | | | | --- | --- | --- | --- | --- | | 戈碧迦(835438) | 成交数量 连续竞价 （股） | 13831987.0 | 成交金额（万 元） | 35669.29 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | 买/卖 | 营业部或交易单元名称 | | 买入金额（元） | 卖出金额（元） | | 买1 | 机构专用 | | 24944904.23 | 0 | | 买2 | 国泰君安证券股份有限公司重庆中山三路营业部 | | 6694151.03 | 2545.92 | | 买3 | 光大证券股份有限公司余姚南雷南路营业部 | | 6544434.21 | 7753874.55 | | 买4 | 机构专用 | | 6281658.55 | 0 | | 买5 | 中信建投证券股份有限公司厦门杏东路证券营业部 | | 5834394.87 | 4257279.27 | | 卖1 | 国投证券股份有限公司深圳分公司 | | 45573 | 13779695.04 | | 卖2 | 国投证券 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 834415 | 恒拓开源 | 25640373.0 | 19471.41 | 当日收盘价涨幅达到29.98% | | 28 | | | | | | | 2024-03- 28 | 835508 | 殷图网联 | 6983667 | 8857.99 | 当日换手率达到26.82% | | 2024-03- | 835438 | 戈碧迦 | 13831987.0 | 35669.29 | 当日换手率达到24.23% | | 28 | | | | | | | 2024-03- | 831641 | 格利尔 | 5703398 | 4752.37 | 当日换手率达到21.86% | | 28 | | | | | | | 2024-03- | 873122 | 中纺标 | 2625780 | 13077.67 | 当日换手率达到20.13% | | 28 | | | | | | ...

| | 公告日期 2024-03-27 异常期间 | 无 | | | | --- | --- | --- | --- | --- | | 戈碧迦(835438) | 成交数量 连续竞价 （股） | 14818803.0 | 成交金额（万 元） | 37515.3 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | 买/卖 | 营业部或交易单元名称 | | 买入金额（元） | 卖出金额（元） | | 买1 | 机构专用 | | 19553243.49 | 0 | | 买2 | 上海证券有限责任公司苏州中心广场证券营业部 | | 8152129.23 | 4426639.56 | | 买3 | 光大证券股份有限公司余姚南雷南路营业部 | | 7764065.33 | 7749009.97 | | 买4 | 东方财富证券股份有限公司拉萨江苏东路证券营业部 | | 6510437.13 | 793435.48 | | 买5 | 海通证券股份有限公司上海普陀区铜川路营业部 | | 5667071.65 | 3360564.48 | | 卖1 | 光大证券股份有限公司余姚南雷南路营业部 | | 7 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- 27 | 834765 | 美之高 | 4901820 | 3684.77 | 当日价格振幅达到31.32% | | 2024-03- 27 | 835508 | 殷图网联 | 9460541 | 13358.89 | 当日换手率达到36.33% | | 2024-03- 27 | 835438 | 戈碧迦 | 14818803.0 | 37515.3 | 当日换手率达到25.96% | | 2024-03- 27 | 873122 | 中纺标 | 3345327 | 17774.43 | 当日换手率达到25.65% | | 2024-03- 27 | 836826 | 盖世食品 | 12436587.0 | 10564.48 | 当日换手率达到24.44% | | 2024-03- | 838030 | 德众汽车 | 20513616.0 | 10399.45 | 当日换手率达到21.51% | | 27 | | | | ...

| 日期 | 代码 | 简称 | 成交价 | 成交数量（股） | 买入营业部 | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2024-03- | 835438 | 戈碧迦 | 25 | 150000 | 海通证券股份有限公 司山西转型综合改革 | 海通证券股份有限公 司山西转型综合改革 | | 27 | | | | | | | | | | | | | 示范区分公司 | 示范区分公司 | | 2024-03- | | | | | 平安证券股份有限公 | 平安证券股份有限公 | | 27 | 833523 | 德瑞锂电 | 9.22 | 109000 | 司惠州文昌一路证券 | 司惠州文昌一路证券 | | | | | | | 营业部 | 营业部 | ...