Thunderobot Technology(872190)

Search documents
电子竞技概念涨1.85% 主力资金净流入15股
Zheng Quan Shi Bao Wang· 2025-08-26 09:34
截至8月26日收盘,电子竞技概念上涨1.85%,位居概念板块涨幅第6,板块内,26股上涨,云图控股、 三七互娱等涨停,恺英网络、ST中青宝、巨人网络等涨幅居前,分别上涨4.66%、3.62%、2.94%。跌幅 居前的有雷神科技、游族网络、天娱数科等,分别下跌1.54%、1.52%、1.45%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 同花顺果指数 | 3.11 | CRO概念 | -2.00 | | 养鸡 | 2.87 | 稀土永磁 | -1.98 | | 猪肉 | 2.36 | 减肥药 | -1.38 | | 数字水印 | 1.88 | 创新药 | -1.25 | | 托育服务 | 1.87 | PEEK材料 | -1.22 | | 电子竞技 | 1.85 | 细胞免疫治疗 | -1.14 | | 转基因 | 1.82 | 中船系 | -1.07 | | 空间计算 | 1.78 | 国产航母 | -0.97 | | 磷化工 | 1.67 | 重组蛋白 | -0.96 | | 草甘膦 | 1.66 | ...
【盘中播报】24只个股突破半年线
Zheng Quan Shi Bao Wang· 2025-08-22 03:21
证券时报·数据宝统计,截至今日上午10:29,上证综指3783.05点,收于半年线之上,涨跌幅0.32%,A 股总成交额为10803.00亿元。到目前为止,今日有24只A股价格突破了半年线,其中乖离率较大的个股 有品高股份、航锦科技、百润股份等,乖离率分别为17.33%、9.56%、9.25%;东方材料、星宇股份、 雷神科技等个股乖离率较小,刚刚站上半年线。 (文章来源:证券时报网) 学 8月22日突破半年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | (%) | (%) | (元) | (元) | (%) | | 688227 | 品高股 份 | 19.99 | 14.22 | 33.61 | 39.43 | 17.33 | | 000818 | 航锦科 技 | 10.00 | 12.33 | 24.09 | 26.39 | 9.56 | | 002568 | 百润股 份 | 10.00 | 3.09 | 25.88 | 28.27 | ...
雷神科技受邀出席2025光合组织领导 人大会,共筑算力“芯”生态
Cai Fu Zai Xian· 2025-08-19 09:05
Group 1 - The 2025 Photonic Organization Leadership Conference was held in Xining, Qinghai, focusing on "Haiguang Chip" technology and the construction of a domestic computing ecosystem [1] - Thunderobot Technology launched new terminal products, the Boyue G46 mobile workstation and Boyue LX12-H workstation, featuring the new generation Haiguang processor [1][2] - The conference emphasized the importance of a comprehensive technology optimization system covering "chips - complete machines - basic software - application software" [1] Group 2 - The Boyue G46 workstation is equipped with the Haiguang C86 processor, featuring an 8-core 16-thread architecture with a maximum boost frequency of 4.0GHz, and a custom graphics chip with a 14.51% frequency increase [2] - The Boyue LX12-H workstation features a 16-core 32-thread architecture with a maximum boost frequency of 3.0GHz and is paired with 64GB of high-speed memory [2] Group 3 - Both products are integrated into Thunderobot's AI ecosystem, supporting localized deployment and ensuring security, reliability, and cost-effectiveness for AI applications [4] - Thunderobot aims to deepen technical collaboration and ecosystem building with core partners like Haiguang, promoting a dual-driven strategy of "e-sports + information innovation" [4]
今日187只个股突破半年线
Zheng Quan Shi Bao Wang· 2025-08-18 04:59
Market Overview - The Shanghai Composite Index closed at 3740.50 points, above the six-month moving average, with an increase of 1.18% [1] - The total trading volume of A-shares reached 17,467.28 million yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 187 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Jingsai Technology (27.02%) - Haidaer (25.37%) - Huazhi Shumedia (16.28%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Tianfang Biao - Anning Co. - Tianwei Foods [1] Performance of Selected Stocks - Jingsai Technology: Today's increase of 29.98%, turnover rate of 23.53%, six-month average price of 36.65 yuan, latest price of 46.56 yuan [1] - Haidaer: Today's increase of 30.00%, turnover rate of 24.95%, six-month average price of 47.67 yuan, latest price of 59.76 yuan [1] - Huazhi Shumedia: Today's increase of 20.02%, turnover rate of 8.50%, six-month average price of 9.95 yuan, latest price of 11.57 yuan [1]
申万宏源证券晨会报告-20250818
Shenwan Hongyuan Securities· 2025-08-18 00:42
Group 1: Tencent Holdings (00700) Analysis - Tencent achieved a revenue of 184.5 billion yuan in Q2 2025, a year-on-year increase of 15%, exceeding Bloomberg consensus by 3% [2][14] - Adjusted net profit attributable to shareholders was 63.1 billion yuan, up 10% year-on-year, also surpassing Bloomberg consensus by 2% [2][14] - The gaming segment showed strong performance, with international and domestic game revenues growing by 35% and 17% respectively in Q2 2025 [2][14] - Advertising revenue increased by 20% to 35.8 billion yuan, driven by AI enhancements that improved click-through rates [2][14] - Financial technology and enterprise services revenue grew by 10% to 55.5 billion yuan, marking a return to double-digit growth [3][14] - The company maintains a "buy" rating with an adjusted net profit forecast for 2025-2027 of 255.6 billion, 298 billion, and 336.8 billion yuan respectively [3][14] Group 2: Industry Trends and Insights - The wind power sector is experiencing a high growth period, with significant improvements in profitability reported by various companies [25] - The domestic wind power market is expected to see new installations reach 110 GW in 2025, with Q2 2025 showing a year-on-year increase of 255.61% in new installations [25] - The market for non-road wide-body dump trucks is projected to grow significantly, driven by trends towards larger, electric, and unmanned vehicles [15][18] - The liquid cooling technology for data centers is gaining traction, with a projected market space of approximately 10 billion yuan due to increasing power density and cooling needs [28][26] - The semiconductor industry is seeing a shift towards special integrated circuits, with demand driven by national defense and commercial satellite applications [21][29]
雷神科技董事长路凯林: 在电竞生态与AI眼镜的双轨上加速跑
Zhong Guo Zheng Quan Bao· 2025-08-17 22:03
Core Viewpoint - The company, Thunder Technology, is positioning itself in the emerging smart glasses market, emphasizing the integration of AI with everyday life and targeting the needs of younger consumers [1][3]. Group 1: Market Position and Strategy - Thunder Technology focuses on user needs and precise cost control to maintain competitive advantage in the consumer electronics industry [2]. - The company has successfully expanded from high-performance gaming laptops to a variety of gaming peripherals, creating a comprehensive "Thunder Universe" for enthusiasts [2]. - In the first half of 2025, Thunder Technology achieved a revenue of 1.388 billion yuan, a year-on-year increase of 13.19%, and a net profit of 14.3353 million yuan, up 69.31% [2]. Group 2: Product Development and Innovation - The company is actively exploring the smart glasses sector, which is still in its early stages, with a competitive landscape that may ultimately narrow to a few key brands [3]. - Thunder Technology aims to create a benchmark product that is lightweight and equipped with advanced AI capabilities to enhance consumer acceptance [4]. - The company has announced a partnership to establish Jiangsu Leo Huading Smart Glasses Co., focusing on R&D and manufacturing of smart glasses [5]. Group 3: Future Outlook and Market Expansion - Thunder Technology plans to increase its overseas market sales to 60% within the next three to five years, with 40% of sales already coming from international markets [2]. - The company is preparing to enter the North American market, expecting to double its sales annually in the coming years [2]. - The global smart glasses market is projected to see significant growth, with an expected shipment of 14.518 million units by 2025, a 42.5% increase year-on-year [3].
研判2025!中国鼠标行业产业链、市场规模、竞争格局及发展趋势分析:PC出货量回暖,行业市场规模有望上涨[图]
Chan Ye Xin Xi Wang· 2025-08-17 01:02
Core Insights - The mouse industry has evolved significantly, witnessing changes in computer technology and consumer electronics, with China being the largest producer and consumer market globally [1][9] - The market is expanding beyond traditional PC peripherals into mobile office, esports, and creative design applications, with a projected market size of 16.183 billion yuan in China by 2024, reflecting an 8.09% year-on-year increase [1][9] - The demand for professional-grade gaming mice is growing, driven by lightweight designs, programmable buttons, and RGB lighting, while silent keys and multi-device connectivity are favored in office settings [1][12] Industry Overview - The mouse is a key input device for computers, categorized by working principles into mechanical, optical-mechanical, and optical types, and by connection methods into wired and wireless [3][4] - The industry supply chain includes upstream suppliers of raw materials and components, midstream manufacturers, and downstream sales channels [5] Market Trends - The global PC shipment volume is expected to recover in 2024, with a 3.8% year-on-year increase, which will subsequently boost the demand for peripheral products like mice [7] - In China, the PC shipment volume is also recovering, with a 19% year-on-year increase projected for the first quarter of 2025 [7] Competitive Landscape - The Chinese mouse market is characterized by low concentration and numerous players, with major domestic companies including Inphic, Rapoo, and others competing against established foreign brands like Logitech and Razer [15][17] - Domestic companies are increasing R&D investments to enhance their technological capabilities and product offerings, leading to a gradual increase in market competitiveness [15] Consumer Preferences - The most popular price segments in the Chinese mouse market are below 39 yuan, above 400 yuan, and between 100-199 yuan, indicating a strong preference for affordable products while also showing interest in high-end options [10] - Gaming mice dominate market attention, accounting for 59.65% of consumer interest, driven by the growth of the esports industry [12] Future Development Trends - Multi-mode connectivity (Bluetooth/2.4G/Wired) is becoming a standard feature in mid-to-high-end mice, enhancing usability across different scenarios [21] - Lightweight design is a key trend, with mainstream products weighing under 60g, improving user experience and operational agility [22][23] - The industry is moving towards increased production intelligence and flexibility to meet the rising demand for customized products [24]
雷神科技:2025年半年度归属于上市公司股东的净利润同比增长69.31%
Zheng Quan Ri Bao· 2025-08-15 14:15
(文章来源:证券日报) 证券日报网讯 8月15日晚间,雷神科技发布公告称,2025年半年度公司实现营业收入1,388,323, 204.26元,同比增长13.19%;归属于上市公司股东的净利润为14,335,262.06元,同比增长69.31%。 ...
雷神科技:第三届董事会第十二次会议决议公告
Zheng Quan Ri Bao· 2025-08-15 12:47
证券日报网讯 8月15日晚间,雷神科技发布公告称,公司第三届董事会第十二次会议审议通过了《关于 公司2025年半年度报告及摘要的议案》等多项议案。 (文章来源:证券日报) ...
雷神科技:第三届监事会第十次会议决议公告
Zheng Quan Ri Bao· 2025-08-15 12:47
(文章来源:证券日报) 证券日报网讯 8月15日晚间,雷神科技发布公告称,公司第三届监事会第十次会议审议通过了《关于公 司2025年半年度报告及摘要的议案》等多项议案。 ...