| 2025-08-19 | 中信证券 | 600030 | 31.02 310.2 10 | 华泰证券股份有限 | 海通证券股份有限 | | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | 公司泰州分公司 | 卖出营业部 公司上海嘉定区洪 | 8月19日，中信证券大宗交易成交10万股，成交额310.2万元，占当日总成交额的0.05%，成交价31.02元，较市场收盘价31.02元持平。 ...

华大智造保荐人(主承销商)为中信证券股份有限公司，保荐代表人为肖少春、路明，联席主承销商为中 国国际金融股份有限公司、瑞银证券有限责任公司。发行费用总额为31,767.74万元，其中，承销保荐费 27,154.28万元。 中国经济网北京8月19日讯华大智造(688114.SH)今日收报69.60元，跌幅2.15%。 华大智造募集资金总额为360,223.18万元，扣除发行费用后，募集资金净额为328,455.44万元。公司最终 募集资金净额较原计划多75670.91万元。华大智造于2022年9月6日发布的招股说明书显示，公司计划募 集资金252,784.53万元，分别用于华大智造智能制造及研发基地项目、基于半导体技术的基因测序仪及 配套设备试剂研发生产项目、华大智造研发中心项目、华大智造营销服务中心建设项目、华大智造信息 化系统建设项目、补充流动资金。 华大智造于2022年9月9日在上海证券交易所科创板上市，发行数量为4,131.9475万股，发行价格87.18 元/股，目前该股处于破发状态。 ...

稀土板块19日盘中强势上扬，截至发稿，华宏科技涨停斩获3连板，北矿科技、领益智造亦涨停，北方 稀土涨超6%，厦门钨业、九菱科技、大地熊等涨逾3%。 中信证券认为，镨钕价格保持强势运行，新能源汽车、空调、消费电子等下游需求持续增长，人形机器 人商业化进程加速有望打开稀土永磁远期需求增长空间，基本面支撑下稀土价格有望稳中有进，持续推 荐稀土永磁板块配置价值。 （文章来源：证券时报网） 根据SMM，8月15日氧化镨钕价格涨至59.3万元/吨，单日涨幅5.6%；金属镨钕价格为72万元/吨，单日 上涨4.7%，当前稀土下游需求增长和上游供应紧张形成共振，受益于新能源汽车、家电等产业需求旺 盛，当前磁材厂订单持续增长，此外，出口需求持续走强进一步巩固涨价基础。 ...

【导读】又有公募 REITs 新品上报！华夏交投楚天高速公路 REIT 申报 中国基金报记者 王思文 当前公募 REITs 发行热度不减， 8 月 18 日，又有新品申报。 8 月 18 日晚间，上交所官网显示，华夏基金申报了一只新的公募 REITs 产品。申报产品名称为 " 湖北交投楚天高速公路封闭式基础设施 证券投资基金 " （以下简称华夏交投楚天高速公路 REIT ）。 | | REITs | | 首页 项目动态 | 信息披露 | 行情信息 | 新闻动态 | 规则指南 | 业务办理 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目动态 | | | | | | | | | | | 华夏湖北交投楚天高速公路封闭式基础设施证券投资基金 | | | | | | | | | 项目基本信息 | | | | | | | | | | 公募REITs名称 | | 华夏湖北交投楚天高速公路封闭式基础设施证券投资基金 | | | | | | | | 品种 | | 基础设施公募REITs | | | | | | | | 发起人(原始权益人) | | 湖 ...

Core Viewpoint - Luxshare Precision (002475) has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities, Goldman Sachs, and China International Capital Corporation serving as joint sponsors [1] Group 1: Company Overview - The company focuses on providing vertically integrated development and manufacturing solutions for consumer electronics, automotive electronics, communication, and data centers, deeply engaging in all stages of the product lifecycle [1] - In 2024, it is estimated that one in every two smartphones, one in every three smart wearable devices, and one in every five smart vehicles will use Luxshare Precision's products [1] - According to Frost & Sullivan, Luxshare Precision ranks fourth globally and first in mainland China in the precision manufacturing solutions (PIMS) industry by revenue in 2024 [1] - The company has been listed in the Fortune Global 500 for three consecutive years (2023-2025) [1] Group 2: Market Outlook - The global precision manufacturing solutions market is expected to steadily expand, benefiting from the demand for high-precision and highly integrated products in end markets, as well as advancements in cutting-edge technologies such as AI, robotics, and low-altitude economy [1] Group 3: Financial Performance - From 2022 to 2024, Luxshare Precision's revenue is projected to increase from RMB 214.03 billion to RMB 268.80 billion, with significant growth in the automotive electronics and communication/data center business lines [1] - During the same period, the company's annual profit is also expected to show an upward trend, rising from RMB 10.49 billion in 2022 to RMB 14.58 billion in 2024 [1]

国内厂商积极完善产品布局和市场开拓，把握海外用户侧储能景气上行机遇。 中国户储厂商凭借制造优势和资金实力，在加强与欧洲等成熟市场头部渠道商深度绑定，提升市场份额 优势的同时，积极开拓澳洲、亚非拉等具备高增长潜力市场，并针对中高低端、并离网等多元应用场 景，持续丰富产品矩阵。同时，海外工商储市场需求放量，也吸引了国内储能电池、逆变器和系统厂商 加快产品升级和业务模式拓展(如相关公司均已针对海外不同市场和商业模式推出工商储产品和解决方 案)，以把握工商储从1到10的高增长机遇。 风险因素： 产业链价格大幅波动；电力市场收益摊薄带来需求减速风险；海内外市场用电需求不及预期；电力市场 改革不及预期；相关行业补贴提前退出；海外贸易壁垒抬升。 户储：格局整合，增量涌现。 我们预计2025年全球户储装机将迎加速增长拐点，未来3年CAGR或近15%，且其中澳洲、亚非拉等市 场亮点频出。欧洲：在经历2年洗牌期后，库存去化明显，行业需求重回常态化稳健增长；渠道格局重 塑，头部光储渠道商通过模式创新和价值链延伸，向"轻资产服务商"和"区域寡头"演变，也倒逼设备供 给格局向龙头集中。澳洲：户储存量/增量渗透率仅约7%/20%，较欧洲 ...

Group 1 - Magnesium alloy is an ideal lightweight material with good casting properties and shock resistance, making it suitable for large automotive structural components and robotics applications [1][2] - The current magnesium-to-aluminum ratio is at a historical low, enhancing the cost-effectiveness of magnesium alloys, and supply-demand tightening is expected to drive magnesium prices upward in the long term [1][3] - The production capacity utilization rate of primary magnesium in China is low, and the anti-involution policy is expected to promote high-quality development in the magnesium industry [2][3] Group 2 - The application of magnesium alloys in the automotive sector is expanding, with large magnesium alloy automotive components being increasingly utilized, achieving over 50 kg per vehicle [2] - The commercial progress of humanoid robots is anticipated to be a core driver for long-term demand growth for magnesium alloys [2][4] - The demand for rare earth elements, particularly neodymium and praseodymium, is expected to grow due to the increasing needs from electric vehicles, air conditioning, and consumer electronics [3][4] Group 3 - The price of praseodymium and neodymium has remained strong, with significant price increases noted recently, driven by robust downstream demand and tight upstream supply [4] - The production of new energy vehicles in China is projected to grow significantly, with a year-on-year increase of 45.4% expected by mid-2025 [4] - The humanoid robot sector is projected to see a compound annual growth rate (CAGR) of 75.0% from 2024 to 2035, indicating substantial future demand for rare earth materials [4]

Group 1 - The core viewpoint of the article is that the copper-clad laminate industry is experiencing a price increase due to strong demand and high raw material costs, with a shift towards a more sustainable pricing model expected in the coming years [1] Group 2 - On August 15, Jiantao Laminates announced a price increase of 10 yuan per sheet, citing cost pressures [1] - The direct reason for the price increase in the copper-clad laminate industry is the relatively strong demand, high operating rates, and improved profitability of downstream customers [1] - The report suggests that the pricing logic in the industry is transitioning from a corrective price increase in the first half of 2024 and 2025 to a release of profit potential driven by supply-demand dynamics and industry expansion [1] - There is an optimistic outlook for leading manufacturers regarding profit improvement opportunities due to these market conditions [1]

人民财讯8月19日电，中信证券研报称，看好商用冷链市场长期发展空间。随着企业加速海外市场布局 及产能配套，预计中资品牌在海外份额将持续提升。国内层面，未来随着便利店密度提升、设备更新需 求增加，看好国内龙头企业经营态势。 ...

从外部环境上看，美俄首脑会晤，地缘政治纪紧张局势有缓解迹象；从内部上看，国内经济数据尚未出 现明显好转，经济结构和收入结构调整持续，财政政策持续发力，推动国内科技产业发展。从资金面来 看，市场流动性保持宽松。 文｜秦培景 刘易 王冠然 田鹏 王涛 王子昂 丁科翔 白弘伟 市场风格进入高位震荡期。从主题环境来看，综合流动性指标和市场风格特征，市场边际利好因素影响 减弱，8月下旬是中报披露密集期，市场预计将回归业绩主线。从催化因素和时序上看，下半年通常是 国产科技行业的密集技术发布周期，同时AI算力、消费电子、军工、创新药等方向确定性持续增强。 结合市场环境、催化因素以及综合量化指标研判，建议关注上述方向。我们还梳理了16个标的构成的主 题推荐组合供投资者参考。 ▍A股大势：上周市场流动性走高，行业权重涨幅突出。 2）H20芯片疑存后门。英伟达H20芯片被央媒玉渊潭天报道疑似存在后门程序，有潜在风险威胁中国国 家安全。目前，英伟达尚未提供相关技术文档以及可靠技术方案的回复。该事件有可能会提升国产AI 芯片生态的建设和投入。 3）政央行发布二季度货币政策执行报告。人民银行发布《2025年第二季度货币政策执行报告》， ...