免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每经讯，2025年8月20日，北交所上市公司卓兆点胶（873726，收盘价：51.83元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日价格振幅达到30.33%，成交数量963.9万股，成交金额4.49亿元。买一席位为国泰海通证券股份有限公司广西南宁民族大 道营业部，买入1420.28万元；卖一席位为国泰海通证券股份有限公司广西南宁民族大道营业部，卖出3165.96万元。 | | 2025-08-20卓兆点胶 (873726) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポリ | 国泰海通证券股份有限公司广西南宁民族大道营业部 | 14202807.35 | 31659633.23 | | 买2 | 海通证券股份有限公司绍兴劳动路营业部 | 8802748.32 | 2262747.12 | | 买3 | 机构专用 | 7668910.08 | 2658704.39 | | द्र 4 | 东方财富证券股份有限公司拉萨东 ...

Market Performance - The specialized equipment sector increased by 1.14% on August 20, with Zhuozhao Adhesive leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Top Gainers - Zhuozhao Adhesive (code: 873726) closed at 51.83, up 19.67% with a trading volume of 96,400 shares and a transaction value of 449 million [1] - Deep Science and Technology (code: 688328) closed at 30.71, up 11.59% with a trading volume of 84,200 shares and a transaction value of 246 million [1] - Shanghai Yahui (code: 603159) closed at 22.39, up 10.02% with a trading volume of 101,400 shares and a transaction value of 222 million [1] Top Losers - Suda Co., Ltd. (code: 001277) closed at 48.78, down 10.00% with a trading volume of 48,100 shares and a transaction value of 24.5 million [2] - General Elevator (code: 300931) closed at 9.11, down 9.53% with a trading volume of 394,100 shares and a transaction value of 368 million [2] - Zhongyou Technology (code: 688648) closed at 70.71, down 8.17% with a trading volume of 62,700 shares and a transaction value of 455 million [2] Capital Flow - The specialized equipment sector experienced a net outflow of 753 million from institutional investors, while retail investors saw a net inflow of 949 million [2][3] - The top stocks with significant net inflows from retail investors include Wucheng Vacuum (code: 301392) with 71.41 million and Material Gold Wheel (code: 002722) with 128 million [3]

两融数据显示，该股最新（8月19日）两融余额为1207.71万元，其中，融资余额为1207.71万元，近10日 增加304.22万元，环比增长33.67%。 公司发布的半年报数据显示，上半年公司共实现营业收入1.56亿元，同比增长207.46%，实现净利润 2678.27万元，同比增长322.66%，基本每股收益为0.3300元，加权平均净资产收益率4.55%。（数据 宝） （文章来源：证券时报网） 卓兆点胶股价创出历史新高，截至13:55，该股上涨12.45%，股价报48.70元，成交量713.79万股，成交 金额3.22亿元，换手率16.54%，该股最新A股总市值达39.97亿元，该股A股流通市值21.02亿元。 证券时报·数据宝统计显示，卓兆点胶所属的机械设备行业，目前整体跌幅为0.09%，行业内，目前股价 上涨的有204只，涨停的有上海亚虹、北矿科技等5只。股价下跌的有367只，跌停的有速达股份、南方 路机等3只。 ...

Group 1 - The report highlights that the US and China have agreed to extend the suspension of tariffs and countermeasures for 90 days, focusing on high-quality overseas targets from the Beijing Stock Exchange [1][11][14] - The report identifies 25 companies with significant overseas revenue and strong profit growth, spanning various industries including instrumentation, consumer electronics, and automotive parts [1][11][16] Group 2 - The information technology and chemical new materials sectors showed average weekly gains of +3.23% and +1.65% respectively, while high-end equipment and consumer services sectors experienced slight declines [2][22][25] - The median P/E ratio for the information technology sector increased to 96.6X, with notable performers including Shuguang Digital Creation and Guoyuan Technology [2][25] Group 3 - In the technology new industries, 67 out of 152 companies saw stock price increases, with a median P/E ratio rising from 59.1X to 59.3X [3][36][38] - The total market capitalization of these companies increased from 4879.94 billion to 4967.21 billion [3][37] Group 4 - The report emphasizes the importance of monitoring high-growth quality stocks as the semi-annual report disclosure period peaks, with several companies reporting significant revenue and profit growth [4][57][59] - For instance, Jianbang Technology reported a total revenue of 3.75 billion with a year-on-year growth of 20.77% and a net profit of 0.49 billion, growing by 27.18% [4][20][57]

证券代码：873726 证券简称：卓兆点胶 公告编号：2025-102 苏州卓兆点胶股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 （线上会议） 二、 投资者关系活动情况 活动时间：2025 年 8 月 12 日至 2025 年 8 月 14 日 活动地点：苏州卓兆点胶股份有限公司会议室 参会单位及人员：东吴证券、开源证券、国联民生证券、长江证券、浙商创 投等 上市公司接待人员：董事会秘书谢凌志先生、证券事务代表严静女士 三、 投资者关系活动主要内容 问题 1：公司非果链领域的市场开拓情况如何？ 为优化收入结构，构建多元化客户结构与业务增长点，公司近年一直在积极 向非果链市场渗透。目前已在消费电子领域实现进一步突破，公司在 Meta AI 眼镜领域主要供应点胶阀与点胶设备，已获得千万级量产订单，量产交付进展顺 利。 公司当前在业务领域拓展上已 ...

Core Viewpoint - The company, Zhuozhao Adhesive, reported significant growth in revenue and net profit for the first half of 2025, primarily driven by the acquisition of Guangdong Pusen and the expansion into new customer markets, including entering the supplier system of CATL [1][2][3] Financial Performance - For the first half of 2025, Zhuozhao Adhesive achieved revenue of approximately 156 million yuan, a year-on-year increase of 207.46% [1] - The net profit attributable to shareholders reached approximately 26.78 million yuan, with a year-on-year growth of 322.66%, marking a turnaround from a loss of 12.03 million yuan in the same period last year [1][2] Acquisition Impact - The acquisition of Guangdong Pusen, completed on January 31, 2025, contributed significantly to Zhuozhao Adhesive's financial performance, with Pusen generating revenue of 40.35 million yuan in the first half of 2025, accounting for over 25% of the total revenue [2] - The integration of Guangdong Pusen has enhanced the company's resource allocation and competitive positioning within the industry [2] Market Expansion - Zhuozhao Adhesive has successfully entered the supplier system of CATL and obtained a vendor code from Samsung Electronics, laying a solid foundation for future collaborations [3] - The company has also made strides in the consumer electronics sector, securing multi-million unit orders in visual inspection and AI glasses for Meta, although these new business areas have yet to achieve mass production [3] R&D and Expenses - The company's R&D expenses increased to 16.83 million yuan, but the proportion of R&D expenses relative to revenue decreased by 16.36 percentage points due to the substantial growth in revenue [3] - Operating expenses rose significantly to 189,100 yuan, a year-on-year increase of 1580.09%, primarily attributed to the expenses incurred from the acquisition of Guangdong Pusen [3]

证券研究报告·北交所公司点评报告·专用设备 卓兆点胶（873726） 2025 年中报点评：智能穿戴业务拐点来临， 携手浦森进军半导体设备行业 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 262.57 | 125.12 | 340.00 | 385.00 | 436.15 | | 同比 | (23.86) | (52.35) | 171.74 | 13.24 | 13.29 | | 归母净利润（百万元） | 63.93 | (20.75) | 54.33 | 63.21 | 82.57 | | 同比 | (27.73) | (132.46) | 361.82 | 16.34 | 30.63 | | EPS-最新摊薄（元/股） | 0.78 | (0.25) | 0.66 | 0.77 | 1.01 | | P/E（现价&最新摊薄） | 41.34 | (127.36) | 48.64 | 41.81 | 32 ...

Summary of Key Points Core Viewpoint - In August 2023, 51 companies released their semi-annual reports for 2025, with 34 companies reporting a year-on-year increase in net profit, while 17 reported a decline. Additionally, 37 companies saw an increase in operating revenue, and 14 experienced a decrease. Notably, 31 companies had both net profit and operating revenue growth, while 11 companies reported declines in both metrics. Among these, 9 companies had their performance increase by more than double, with Bofei Electric showing the highest growth rate of 882.67% [1]. Group 1: Company Performance - Bofei Electric reported a net profit of 858.71 million yuan, with a year-on-year increase of 882.67%, and operating revenue of 19,636.97 million yuan, up 39.67% [1]. - New Qianglian achieved a net profit of 39,961.48 million yuan, reflecting a 496.60% increase, with operating revenue of 220,958.07 million yuan, up 108.98% [1]. - Xianggang Technology reported a net profit of 7,831.61 million yuan, a 432.14% increase, and operating revenue of 51,534.11 million yuan, up 43.76% [1]. Group 2: Revenue and Profit Trends - 37 companies reported an increase in operating revenue, while 14 companies saw a decline [1]. - Among the companies with significant growth, Zhuozhao Dian reported a net profit increase of 322.66% and operating revenue growth of 207.46% [1]. - The performance of companies like Fengshan Group and Aobi Zhongguang also showed substantial growth, with net profit increases of 235.40% and 212.77%, respectively [1]. Group 3: Overall Market Insights - The overall trend indicates a positive performance for a majority of the companies, with a notable number achieving significant growth in both net profit and operating revenue [1][2]. - The data reflects a robust recovery and growth potential in various sectors, as evidenced by the high percentage increases in profits and revenues across multiple companies [1][2].

Core Viewpoint - The company announced a cash dividend distribution plan of 2.2 yuan per share (including tax), with an expected total cash dividend payout of 18.057 million yuan [2] Financial Performance - The company reported a revenue of 156 million yuan for the first half of the year, representing a year-on-year increase of 207.46% [2] - The net profit for the same period was 26.7827 million yuan, showing a year-on-year growth of 322.66% [2] - Earnings per share were reported at 0.33 yuan, with a weighted average return on equity of 4.55% [2] Shareholder Information - As of the end of the first half, the total number of shareholders was 5,305, an increase of 203 shareholders compared to the previous quarter, reflecting a growth rate of 3.98% [2] Market Performance - The latest closing price of the stock was 32.20 yuan, with a cumulative increase of 12.20% over the past five days and a total turnover rate of 51.77% [2]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，卓兆点胶发布公告称，公司第一届董事会第三十七次会议审议通过了《关 于2025年半年度报告及其摘要的议案》等多项议案。 ...