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消费电子板块10月21日涨6.43%,昀冢科技领涨,主力资金净流入37.24亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-21 08:21
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688260 | 昀冢科技 | 36.17 | 20.01% | 8.98万 | 2.99亿 | | 601231 | 环旭电子 | 21.29 | 10.03% | 28.61万 | 5.97亿 | | 601138 | 工业富联 | 68.00 | 9.57% | 252.29万 | 166.20亿 | | 688678 | 福立旺 | 66'05 | 9.08% | 16.79万 | 5.12亿 | | 002841 | 视源股份 | 40.13 | 8.14% | 15.95万 | 6.36亿 | | 920857 | 泓禧科技 | 27.46 | 7.94% | 3.56万 | 9486.39万 | | 300812 | 易天股份 | 24.25 | 7.63% | 9.69万 | 2.32亿 | | 688210 | 统联精密 | 52.10 | 7.27% | 7.29万 | 3.79亿 | | 301123 | 奕东电子 | 45. ...
A股超4600股上涨,工业富联涨超9%,日韩股市跳水,加密货币集体大跌
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-21 07:41
Market Overview - On October 21, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 1.36%, the Shenzhen Component Index by 2.06%, and the ChiNext Index by 3.02% [1][2] - The total trading volume across the Shanghai and Shenzhen markets reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous day, with over 4,600 stocks rising [1][2] Sector Performance - The shale gas, Apple concept, engineering machinery, CPO, real estate, and storage chip sectors showed significant gains, while coal, gas, and precious metals sectors lagged behind [2][3] - The consumption electronics sector experienced a surge, with stocks like Huanxu Electronics and Wentai Technology hitting the daily limit, and Industrial Fulian rising over 9% [5][6] Consumption Electronics Insights - The recent launch of AI smart glasses by Meta has contributed to the growth in the consumption electronics sector, with a notable increase in stock prices for companies involved in this space [5][7] - IDC forecasts that the shipment volume of smart glasses in China will exceed 1 million units in the first half of 2025, representing a year-on-year growth of 64.2% [7] - The global smartphone market also showed growth, with a 2.6% increase in shipments in Q3 2025, reaching 320 million units [8] Apple Product Performance - The iPhone 17 series saw a 14% increase in sales compared to the iPhone 16 series during the first ten days of its launch in both China and the US [9] - Analysts expect that the sales of Apple devices, including smartphones and headphones, will exceed expectations, indicating a potential recovery in the industry [9]
A股超4600股上涨,工业富联涨超9%,日韩股市跳水,加密货币集体大跌
21世纪经济报道· 2025-10-21 07:36
Market Overview - On October 21, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index up 1.36%, Shenzhen Component Index up 2.06%, and ChiNext Index up 3.02% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous day, with over 4,600 stocks rising across the market [1][2] Sector Performance - The shale gas, Apple concept, engineering machinery, CPO, real estate, and storage chip sectors showed significant gains, while coal, gas, and precious metals sectors lagged behind [2][4] - The shale gas sector experienced a collective surge, with stocks like Zhongyu Technology and Deshi Co. hitting the daily limit [3] Consumer Electronics Sector - The consumer electronics sector saw a resurgence, with stocks such as Huanxu Electronics and Wentai Technology hitting the daily limit, and Industrial Fulian rising over 9% [6][7] - Recent product launches in the consumer electronics space, including AI smart glasses from Meta, are driving growth in the sector [8] Smart Glasses Market - IDC data indicates that shipments of smart glasses in China are expected to exceed 1 million units in the first half of 2025, representing a year-on-year growth of 64.2% [8] - The global smart glasses market is projected to surpass 40 million units by 2029, with a compound annual growth rate of 55.6% from 2024 to 2029, making it the fastest-growing market globally [8] Smartphone Market - The global smartphone market showed notable growth in Q3, with shipments expected to reach 320 million units, a 2.6% increase [9] - The iPhone 17 series has seen a 14% increase in sales compared to the iPhone 16 during the first ten days of its release [9]
工业富联:10月20日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:25
(记者 王晓波) 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 每经AI快讯,工业富联10月20日晚间发布公告称,公司第三届第二十七次董事会会议于2025年10月20 日以书面传签的方式召开。会议审议了《富士康工业互联网股份有限公司2025年半年度利润分配预案》 等文件。 ...
如果没有苹果,中国代工厂还剩下什么?
投中网· 2025-10-21 06:51
以下文章来源于星海情报局 ,作者星海老局 星海情报局 . 关注国产替代和中国品牌出海,每年写100个中国品牌案例,见证中国产业崛起! 将投中网设为"星标⭐",第一时间收获最新推送 转型的开始 国内的代工厂离了苹果还能活下去吗? 作者丨 星海老局 来源丨 星海情报局 很长一段时间以来,以富士康、立讯精密、歌尔等企业为代表的中国代工企业都被人称为"苹果打工 人"。 这个词,说实话,并不好听,因为这往往意味着中国企业在消费电子、科技产品这个堪称"全球最 肥"的价值链上只能靠着廉价劳动力来干一些油水不大的工作。 但现在,情况不一样了。 今年 9月,一条重磅消息炸响了整个科技圈:OpenAI, 硅谷现在最闪耀 的AI巨头,竟然找上了中 国的立讯精密,要一起搞AI硬件。 这可不是简单的代工关系。据The Information报道,OpenAI已与立讯精密达成战略合作协议,双 方将共同开发一款消费级AI设备,预计最早在2026年底至2027年初量产。这次, 立讯精密不再是 单纯的"代工厂",而是要和OpenAI一起"联合定义产品、参与软硬协同"。 这个消息,意义其实相当巨大:因为这意味着以立讯精密为代表的一大批中国企业, ...
A股罕见一幕,“Top50”仅一股微跌
Zhong Guo Zheng Quan Bao· 2025-10-21 06:10
二是A股出现罕见一幕。今天上午,A股成交额榜前50的个股中,仅有先导智能一只个股微跌0.04%,其余个股无一下跌。中际旭创、新易盛、立讯精密 成交额居前三位。 | 0 代码 | | | 名称 | 涨幅 | 现价 | 涨跌 | 买价 | 卖价 | 总手 | 总金额� | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | R | 300308 | 中标旭创 | +10.17% | 444.00 | +41.00 | 443.80 | 444.00 | 41.20万 | 176.6 Z | | 2 | R | 300202 | 新易盛 | +8.51% | 357.25 | +28.01 | 357.00 | 357.08 | 40.36万 | 138.9 Z | | 3 | R | 002475 | 立讯精密 | +7.40% | 61.38 | +4.23 | 61.33 | 61.38 | 227.0万 | 137.8 Z | | 4 | R | 300720 | 宇德时代 | +3.00% | 377.49 | ...
消费电子概念股走高,相关ETF涨超4%
Mei Ri Jing Ji Xin Wen· 2025-10-21 06:08
| 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 561100 | 消费电子ETF富国 | 1.327 | 0.054 | 4.24% | | 561600 | 消费电子ETF | 1.236 | 0.049 | 4.13% | | 159779 | 消费电子50ETF | 1.172 | 0.046 | 4.09% | | 561310 | 消电ETF | 1.199 | 0.047 | 4.08% | | 562950 | 消费电子ETF易方达 | 1.264 | 0.048 | 3.95% | 有机构分析表示,消费电子板块中长期成长逻辑依然稳固,AI创新产业趋势明确,看好板块修复机会。国内供应链具备强研 发能力、强工程师红利、基本面稳固的消费电子板块龙头公司,有望深度受益于AI终端创新浪潮。 受盘面影响,多只跟踪中证消费电子主题指数的ETF涨超4%。 (文章来源:每日经济新闻) 消费电子概念股走高,工业富联涨超8%,立讯精密涨超7%,歌尔股份涨超5%,寒武纪-U、兆易创新涨超4%。 中证消费电子主题指数选取50只业务涉及元器件 ...
A股罕见一幕!“Top50” 仅一股微跌
Zhong Guo Zheng Quan Bao· 2025-10-21 06:01
二是A股出现罕见一幕。今天上午,A股成交额榜前50的个股中,仅有先导智能一只个股微跌0.04%,其余个股无一下跌。中际旭创、新易盛、立讯精密 成交额居前三位。 | ਼ | | 代码 | 名称 | 涨幅 | 现价 | 涨跌 | 兴价 | 卖价 | 息手 | 自金额� | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | R | 300308 | 中际旭创 | +10.17% | 444.00 | +41.00 | 443,80 | 444.00 | 41.20万 | 176.6 Z | | | | 300202 | 新易盛 | | 357.25 | +28.01 | | 357.08 | 40.36万 | 138.9 乙 | | 2 | R | | | 48.51% | | | 357.00 | | | | | 3 | R | 002475 | 立讯精密 | +7.40% | 61.38 | +4.23 | 61.33 | 61.38 | 227.0万 | 137.8 乙 | | গ্ৰী | R | 300720 ...
CPO等算力硬件股午后走强
Mei Ri Jing Ji Xin Wen· 2025-10-21 05:20
每经AI快讯,CPO等算力硬件股午后走强,新易盛、中际旭创涨超10%,天孚通信、工业富联涨超 6%,胜宏科技、景旺电子涨超5%。 (文章来源:每日经济新闻) ...
CPO等算力硬件股走强,新易盛、中际旭创涨超10%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-21 05:12
南方财经10月21日电,CPO等算力硬件股午后走强,新易盛、中际旭创涨超10%,天孚通信、工业富联 涨超6%,胜宏科技、景旺电子涨超5%。 ...