| 920158 | 长江能科 | 18.47 | -0.16 | 12.60 | 8864.31 | | --- | --- | --- | --- | --- | --- | | 920478 | 峆一药业 | 22.92 | 1.33 | 8.22 | 8849.62 | | 920169 | 七丰精工 | 32.80 | 0.49 | 5.29 | 8842.50 | | 920720 | 吉冈精密 | 16.57 | -1.43 | 7.34 | 8827.18 | | 920476 | 海能技术 | 27.20 | -3.20 | 3.95 | 8777.19 | | 920139 | 华岭股份 | 23.40 | -1.52 | 1.44 | 8759.18 | | 920942 | 恒立钻具 | 38.29 | -1.06 | 5.37 | 8429.79 | | 920566 | 梓橦宫 | 13.14 | -1.50 | 5.68 | 8353.46 | | 920533 | 骏创科技 | 32.80 | -0.79 | 3.46 | 8263.67 | | 920781 | 瑞奇智造 | ...

根据调研日期截止日统计，近一个月（10月4日至11月3日），共有37家北交所公司获机构调研，其中， 民士达最受关注，参与调研的机构有115家。 证券时报·数据宝统计显示，近一个月共有37家北交所公司获机构调研，调研机构类型显示，券商共对 36家公司进行调研；基金调研33家；阳光私募调研26家；保险调研24家；海外机构调研6家。 机构调研榜单中，民士达参与调研的机构合计达115家，最受关注；其次是广信科技、万源通、富士 达，参与调研的机构分别有84家、63家、60家。 按申万行业分类，获机构调研的北交所公司分属于15个行业，机械设备、电子、电力设备等行业较为集 中，分别有6家、4家、4家公司上榜。 机构调研次数来看，民士达、远航精密、视声智能等机构调研最为密集，均获机构2次调研。 市场表现方面，获机构调研的北交所公司近一个月平均上涨9.87%。其间股价上涨的有28只，涨幅居前 的有利通科技、灵鸽科技、富士达等，分别上涨81.28%、46.41%、37.01%；从换手率来看，获调研的 北交所公司中，近一个月日均换手率平均值为5.60%，日均换手率居前的有锦华新材、灵鸽科技、同惠 电子等，日均换手率分别为28.66 ...

证券代码：920640 证券简称：富士达 公告编号：2025-101 中航富士达科技股份有限公司 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 三、 投资者关系活动主要内容 问题 1:公司 2025 年第三季度营业收入增长的主要驱动因素？从业务领域 角度看，民用通信、防务及宇航哪一领域的贡献更大？ 回答：2025 年第三季度，公司营业收入实现同比显著增长，主要得益于各 业务板块的协同发展。其中，防务领域延续并强化了自年中以来的恢复性增长 态势，订单量稳步提升，相关产品收入逐步转化，为公司业绩增长提供有力支 撑；宇航领域保持平稳发展；民用通信领域高端装备业务规模持续扩大，成为 重要增长驱动力。公司将继续深化在核心领域的战略布局，强化技术创新与产 品升级，为长期可持续发展奠定基础。 问题 2：低空经济领域合作进展及行业布局？ 二、 投资者关系活动情况 活动时间：2025 年 10 月 30 日 活动地点：中航富士达科技股份有限公司五楼会议室、 ...

证券研究报告·北交所公司点评报告·通信设备 富士达（920640） 2025 年三季报点评：业绩大幅增长，量子通 讯技术国内领先 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 815.14 | 762.80 | 876.66 | 1,016.19 | 1,187.99 | | 同比（%） | 0.82 | (6.42) | 14.93 | 15.92 | 16.91 | | 归母净利润（百万元） | 146.17 | 51.13 | 83.78 | 102.35 | 124.01 | | 同比（%） | 2.34 | (65.02) | 63.88 | 22.16 | 21.16 | | EPS-最新摊薄（元/股） | 0.78 | 0.27 | 0.45 | 0.55 | 0.66 | | P/E（现价&最新摊薄） | 51.11 | 146.14 | 89.18 | 73.00 | 60.25 | ◼ 风险 ...

Market Overview - On October 31, the total trading volume of individual stocks on the Beijing Stock Exchange reached 1.299 billion shares, with a total trading value of 32.323 billion yuan, a decrease of 10.622 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 219 stocks closed higher, accounting for 78.49% of the total, with notable gainers including Lijia Technology, Deyuan Pharmaceutical, and Sanyuan Gene, which rose by 13.91%, 13.09%, and 13.07% respectively [1] - Conversely, 55 stocks closed lower, with Huifeng Diamond, Jiuling Technology, and Meizhigao experiencing declines of 6.34%, 4.96%, and 4.57% respectively [1] Trading Activity - A total of 93 stocks had trading volumes exceeding 100 million yuan, with the highest trading values recorded for Beiterui, Fujida, and Guozi Software at 1.359 billion yuan, 999.5 million yuan, and 710 million yuan respectively [1] - The trading activity showed that 46 stocks had a turnover rate exceeding 10%, with 8 stocks exceeding 20%. Additionally, 73 stocks had turnover rates between 5% and 10%, while 159 stocks had turnover rates between 1% and 5% [1] Notable Stocks - Beiterui closed at 36.45 yuan with a rise of 4.71% and a turnover rate of 3.29%, with a trading value of approximately 1.359 billion yuan [1] - Guozi Software saw a significant increase of 11.75% to close at 44.70 yuan, with a turnover rate of 26.35% and a trading value of around 710 million yuan [1] - Deyuan Pharmaceutical closed at 41.30 yuan, up 13.09%, with a turnover rate of 12.64% and a trading value of approximately 523 million yuan [1] Summary of Trading Data - The trading data indicates a robust market activity with a significant number of stocks experiencing notable price movements and trading volumes, reflecting investor sentiment and market dynamics [1][2][3]

（原标题：北交所股票成交概况：219股上涨，55股下跌） 10月31日，北交所个股合计成交量12.99亿股，成交额323.23亿元，成交额相对上一交易日减少106.22亿 元，个股来看，收盘上涨的共219只。 证券时报•数据宝统计显示，今日可交易北交所个股中，收盘股价上涨的有219只，占可交易个股的 78.49%，收盘涨幅居前的有力佳科技、德源药业、三元基因，分别上涨13.91%、13.09%、13.07%。收 盘股价下跌的有55只，跌幅居前的有惠丰钻石、九菱科技、美之高等，分别下跌6.34%、4.96%、 4.57%。 成交方面，全天成交额超亿元的股票共有93只，成交额居前的北交所股票有贝特瑞、富士达、国子软件 等，成交额分别为13.59亿元、9.95亿元、7.10亿元。 | 920808 | 曙光数创 | 93.22 | -0.80 | 1.62 | 29636.41 | | --- | --- | --- | --- | --- | --- | | 920438 | 戈碧迦 | 41.50 | -0.05 | 4.84 | 28114.95 | | 920047 | 诺思兰德 | 26.49 | 6.3 ...

受大盘影响技术性回调，看好向上趋势 北交所市场点评——20251030 核心结论 行情回顾：1）指数层面：10 月 30 日北证 A 股成交金额达 429.0 亿元，较 上一交易日增加 80.0 亿元，北证 50 指数收盘价为 1553.32，下降 1.30%， PE_TTM 为 74.99 倍。北证专精特新指数收盘价为 2660.10，下降 1.05%。 2）个股层面：当日北交所 280 家公司中 65 家上涨，3 家平盘，212 家下跌。 其中涨幅前五的个股分别为：富士达（19.8%）、佳合科技（13.1%）、九 菱科技（9.9%）、格利尔（9.6%）、惠丰钻石（9.2%）；跌幅前五的个股 分别为：路桥信息（-16.4%）、利通科技（-13.1%）、泰凯英（-9.7%）、 华信永道（-9.1%）、三祥科技（-8.8%）。 新闻汇总：1）支持提振消费！免税店政策 11 月 1 日起"升级"： 财政部等 五部门印发《关于完善免税店政策支持提振消费的通知》，自 2025 年 11 月 1 日起完善免税店政策。《通知》从优化国内商品退（免）税政策管理、扩 大免税店经营品类、放宽免税店审批权限和完善便利化监管措施四 ...

Core Insights - In the past month (October 1 to October 31), 30 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Minshida being the most notable, attracting 115 participating institutions [2][3] - The average stock price of the companies that received institutional research increased by 12.11% during this period, with 25 stocks rising, including Lituo Technology, Tonghui Electronics, and Lingge Technology, which saw increases of 76.03%, 40.11%, and 39.05% respectively [3][4] Institutional Research Overview - A total of 30 BSE companies were subject to institutional research, with 29 companies investigated by brokerages, 27 by funds, 21 by private equity, 20 by insurance, and 5 by overseas institutions [2] - Minshida led the research interest with 115 institutions, followed by Guangxin Technology (84), Wanyuantong (63), and Fujida (60) [2] Industry Distribution - The companies that received institutional research belong to 13 different industries, with a concentration in machinery equipment, electronics, and basic chemicals, which had 4, 4, and 3 companies respectively [2] Market Performance - The average market capitalization of all BSE companies was 3.314 billion yuan, while the average market capitalization of the companies that received research was 4.040 billion yuan [3] - The companies with the highest market capitalization among those researched included Guangxin Technology, Jinhua New Materials, and Fujida [3]

通信 | 通信设备 北交所|公司点评报告 hyzqdatemark 2025 年 10 月 31 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 市场表现： | 基本数据 | | | | 2025 | 年 | | 10 | 月 | | 29 | 日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | 33.71 | | | | | | | 一 年 内 最 低 | 最 | 高 | / | | | | | | 39.98/19.80 | | | | （元） | | | | | | | | | | | | | 总市值（百万元） | | | | | | 6,328.31 | | | | | | | 流通市值（百万元） | | | | | | 6,088.10 | | | | | | | 总股本（百万股） | | | | | ...

Core Insights - The A-share market has seen a collective surge in quantum technology stocks, with notable gains including Fujidata reaching a 30% limit up, Guodun Quantum rising over 18%, and Keda Guochuang increasing over 11% [1] - The Central Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the need to explore diverse technological routes and applications in quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and 6G mobile communication as new economic growth points [1] - According to a forecast by Zhongyan Puhua Research Institute, the global quantum technology market is expected to exceed $6.1 billion by 2025, with China's market projected to reach 11.56 billion yuan, reflecting a compound annual growth rate of over 30% over five years [1] Company Performance - Fujidata (920640) has seen a price increase of 29.99% with a total market capitalization of 8.226 billion yuan and a year-to-date increase of 61.31% [2] - Guodun Quantum (688027) has increased by 18.10%, with a market cap of 62.1 billion yuan and a year-to-date increase of 102.27% [2] - Keda Guochuang (300520) has risen by 11.99%, with a market cap of 1.37 billion yuan and a year-to-date increase of 104.55% [2] - Zhejiang Dongfang (600120) and Shenzhou Information (000555) both reached a 10% limit up, with market caps of 25.2 billion yuan and 18 billion yuan respectively, and year-to-date increases of 60.36% and 64.29% [2] - Guoxin Technology (688262) has increased by 9.43%, with a market cap of 1.15 billion yuan and a year-to-date increase of 23.21% [2] Industry Outlook - Quantum computing is recognized as one of the most disruptive frontier technologies, currently in an early stage of technological development, with potential for significant advancements in the next 5 to 10 years [1] - Quantum security applications are still in their infancy, but there is substantial growth potential, with China leading in the QKD quantum security field and establishing a relatively complete quantum secure communication industry chain [1] - The quantum measurement industry is entering a phase of diversified development [1]