| 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单（万 | 封单资金（万 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | 股） | 元） | | | 605255 | 天普股份 | 35.45 | 0.04 | 3824.96 | 135594.83 | 汽车 | | 603083 | 剑桥科技 | 80.17 | 0.92 | 876.71 | 70285.82 | 通信 | | 002261 | 拓维信息 | 40.27 | 11.61 | 1734.89 | 69864.02 | 计算机 | | 002131 | 利欧股份 | 5.31 | 26.39 | 9424.33 | 50043.18 | 机械设备 | | 002600 | 领益智造 | 14.92 | 8.34 | 3315.75 | 49470.95 | 电子 | | 600410 | 华胜天成 | 25.58 | 36.61 | 1024.99 | 26219.20 | 计算机 | | 600118 | 中国卫星 | 36.63 | 9.91 ...

中报业绩密集披露期 博亚精工 1、板带成形加工精密装备供应商,中报净利润同比增长61.26%。2 公司历经多次实 战演练和国家级重大活动的检验,包括纪念抗日战争胜利70周年,建军90周年、建国 70周年国庆等。 乔锋智能 公司主营业务为数控机床研产销,中报净利润同比增长56.43% 剑桥科技 7天4板 公司已向微软供应高速光模块产品,800G光模块产品已实现小批量发货,1.6T光模块 产品在给客户送样测试,中报净利润同比增长51.12% 能科科技 公司主营智能制造业务,,中报净利润同比增长18.75%。公司已构建涵盖"Al+产品 智能化"、"AI+工业研制智能化"及"工业软件+Al助手"三大核心产品体系,开发 出包含图纸识别、工艺推荐、质量检测、业务预测等多款垂域模型、覆盖二十余个工业 场景的应用Agent以及多款工业软件智能助手产品并实现应用落地。 启明信息 一汽集团旗下,主营企业数字运营和智慧营销及智慧汽车,中报净利润同比增长 2568.5% 三辉电气 公司主要从事电能计量仪器仪表,近两年来公司储能业务快速发展,在手订单充足,中 报净利润同比增长41.64% 三十点娱 公司是国内排名第二的页游运营平台,中 ...

两融数据显示，该股最新（8月25日）两融余额为15.03亿元，其中，融资余额为14.98亿元，近10日增加 4.46亿元，环比增长42.45%。 公司发布的半年报数据显示，上半年公司共实现营业收入20.35亿元，同比增长15.48%，实现净利润 1.21亿元，同比增长51.12%，基本每股收益为0.4500元，加权平均净资产收益率5.10%。（数据宝） 剑桥科技股价创出历史新高，截至9:33，该股上涨10.00%，股价报80.17元，成交量76.59万股，成交金 额6140.44万元，换手率0.29%，该股最新A股总市值达214.87亿元，该股A股流通市值214.87亿元。 证券时报·数据宝统计显示，剑桥科技所属的通信行业，目前整体跌幅为0.33%，行业内，目前股价上涨 的有38只，涨幅居前的有天孚通信、剑桥科技、长飞光纤等，涨幅分别为12.09%、10.00%、8.40%。股 价下跌的有90只，跌幅居前的有东土科技、*ST高鸿、利尔达等，跌幅分别为4.76%、4.76%、4.03%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Group 1: Stock Performance - Huawei's supply chain stocks surged on August 26, with companies like Helitai, Cambridge Technology, and Kaipu Cloud experiencing significant gains, including Helitai's three consecutive trading limits and Cambridge Technology's two consecutive trading limits [1] - Helitai reported a price of 3.72 with a rise of 10.06%, while Cambridge Technology reached 80.17 with a 10.00% increase [1] - Kaipu Cloud's stock price increased by 20.00% to 94.75, reflecting its partnership with Huawei [1] Group 2: Company Announcements - Huawei's supply chain company Huafeng Technology announced a record net profit of 151 million yuan for the first half of the year [1] - Huawei is set to launch a new AI SSD product on August 27, aimed at addressing challenges in AI training and inference [2] - The Huawei Connect 2025 event will take place from September 18-20, 2025, focusing on the theme of "Elevating Industry Intelligence" [2] Group 3: Technological Developments - The new AI SSD from Huawei is designed to overcome the "memory wall" issue in AI training, offering large capacity and improved data throughput efficiency [3] - AI SSDs are specifically optimized for AI workloads, featuring deep customizations in performance architecture and firmware algorithms [3] - Huawei's advancements in computing, storage, and communication may enhance the efficiency of computing resource allocation, potentially accelerating the penetration of domestic computing solutions [3]

Group 1: Company Insights - Teabo Bio is focusing on functional cure for hepatitis B, aiming for a combination of different mechanism drugs with interferons and nucleos(t)ide analogs for optimized treatment [1] - Teabo Bio is collaborating with Ligos to explore reinfection control after clearing infected cells and has acquired Jiutian Bio to leverage its gene therapy platform for more precise solutions [1] - Bai Li Tianheng is developing iza-bren in collaboration with BMS, with three new II/III phase overseas key registration clinical trials initiated for triple-negative breast cancer, EGFR mutation non-small cell lung cancer, and urothelial carcinoma [2] - Bai Li Tianheng has submitted the first nuclear medicine candidate drug BL-RC001 for domestic IND application and has nine DC drugs in clinical trials [2] - Cambridge Technology is focusing on broadband access and wireless networks in North America, with plans to increase production capacity for 800G series products to an annualized 2 million units [3] - Cambridge Technology's expansion plans are progressing smoothly, with potential financing from Hong Kong issuance next year to support increased production capacity [3] Group 2: Industry Trends - The trend in hepatitis B treatment is shifting towards a combination of therapies, indicating a growing recognition of the need for comprehensive disease management [1] - The oncology sector is seeing increased investment in clinical trials, with companies like Bai Li Tianheng aiming to become leaders in cancer treatment within five years [2] - The telecommunications industry is experiencing growth in demand for high-capacity products, as evidenced by Cambridge Technology's expansion plans and partnerships with major North American clients [3]

Group 1 - Cambridge Technology's main business focuses on broadband access and wireless networks, with unclear business plans for 2027 [1] - The company is progressing with multiple North American clients, with some product verifications nearing completion while others are still ongoing [1] - The production capacity of the 800G series products at Shanghai and Jiashan factories is being increased to an annualized 2 million units, with plans for further expansion in the first half of next year [1] Group 2 - Shanghai Jinglin Asset Management Company is a private fund management company registered with the Asset Management Association of China, focusing on investments in domestic and foreign listed company stocks [2] - The company has a strong track record, with the Jinglin Stable Trust achieving a compound annual return of 26.84% as of April 30, 2015, compared to the 14.85% return of the CSI 300 Index during the same period [2] - Jinglin Asset Management has a professional team of over 50 members, many of whom have extensive experience in their respective fields and have worked in renowned financial or regulatory institutions [2]

Group 1 - The core viewpoint of the news is that a well-known private equity firm, Yuanlesheng Asset Management, has conducted research on a listed company, Cambridge Technology, focusing on its business operations and future plans in North America [1] - Cambridge Technology's main business with North American operators is concentrated in broadband access and wireless networks, with unclear business plans for 2027 [1] - The company is making progress with several major North American clients, with some product verifications nearing completion while others are still ongoing [1] Group 2 - Cambridge Technology plans to increase the production capacity of its 800G series products to an annualized 2 million units, with further expansion expected in the first half of next year [1] - The expansion plan for this year is proceeding smoothly, and the production capacity target for next year has been raised compared to previous expectations [1] - The company is currently relying on its own funds for expansion, but may consider financing through issuance in Hong Kong next year, with sufficient material reserves to meet this year's demand [1]

Group 1: Zhaoyi Innovation - Zhaoyi Innovation (603986) reported good growth across all business lines in Q2 2024, with NOR Flash growing in the high single digits, niche DRAM growing over 50%, MCU close to 20%, and sensor chips growing about 10% [1] - The company expects a quarter-on-quarter growth in Q3, with significant revenue growth in niche DRAM and rising contract prices [1] - The demand for NOR Flash is driven by an increase in electronic product code volume, while supply remains tight due to wafer manufacturing capacity constraints [1] Group 2: Ruijie Networks - Ruijie Networks (301165) saw significant revenue growth in data center products, primarily from internet clients, accounting for over 90% of revenue, with 400G products making up over 60% [2] - The company anticipates continued strong demand for cloud computing infrastructure, with a projected growth in capital expenditure from the internet sector [2] - The gross margin for data center products is relatively low (15%-20%), while margins in enterprise and SMB markets have improved [2] Group 3: Cambridge Technology - Cambridge Technology (603083) focuses on broadband access and wireless networks in North America, with plans for capacity expansion for 800G series products to 2 million units annually [3] - The company is progressing with product validation with several North American clients, although timelines vary [3] - Expansion plans are being funded through internal resources, with potential financing from Hong Kong in the following year [3] Group 4: Guoneng Rixin - Guoneng Rixin (301162) reported strong growth in power prediction business revenue, with a net addition of 1,116 power prediction station users, representing a 26% increase [4] - The company is actively following up on distributed photovoltaic management requirements and promoting its products accordingly [4] - The decrease in expense ratio is attributed to revenue growth and cost reduction measures [4]

Group 1: Company Insights - XW Rich Fund recently conducted research on eight listed companies, including StarNet Ruijie, which focuses on optical communication and aims to enhance its AI capabilities [1] - Zhaoyi Innovation reported strong growth across its business lines, with NOR Flash experiencing high single-digit growth and niche DRAM growing over 50% [2] - Huijia Times optimized its product structure, achieving over 90% similarity with leading brands, and has seen increased sales and customer traffic since its store reopening [3] - Trina Solar emphasized the importance of fair competition in the photovoltaic industry and aims for over 8GWh in its energy storage segment, with a significant increase in overseas orders [4] - Baillie Tianheng is advancing multiple clinical trials for cancer treatments and aims to become a leading player in oncology within five years [5] - Cambridge Technology is expanding its production capacity for 800G series products and plans to finance future expansions through Hong Kong issuance [6] - Tianyu Co. reported improved gross margins across its business segments, with a focus on expanding its product offerings in endocrine and metabolic categories [7] - Lianying Laser achieved a revenue of 1.533 billion yuan in the first half of 2025, with a 5.3% year-on-year growth, and has set an annual order target of 4.5 billion yuan [8] Group 2: Industry Trends - The optical industry is focusing on technology advancements, with TOPCon technology becoming mainstream and layered battery technology being a key development direction [4] - The demand for customized storage technology is expected to grow, with more industries opting for tailored solutions due to performance advantages [2] - The pharmaceutical industry is seeing a rise in clinical trials for innovative cancer treatments, indicating a robust pipeline for future drug development [5] - The semiconductor market is experiencing tight supply for niche DRAM, leading to increased contract prices and overall revenue growth [2] - The retail sector is enhancing customer experience through store redesigns and product offerings, aiming to compete with leading brands [3]

Group 1: TeBao Bio - TeBao Bio is focusing on functional cure for hepatitis B, aiming for a combination of different mechanism drugs with interferons and nucleos(t)ide analogs for optimization [1] - The company is collaborating with Ligos to explore reinfection control after clearing infected cells and has acquired JiuTian Bio to leverage its gene therapy platform for more precise solutions [1] - New technologies like siRNA have entered the clinical combination application stage, with future strategies focusing on optimizing combination therapies [1] Group 2: Cambridge Technology - Cambridge Technology's main business with North American operators is concentrated in broadband access and wireless networks, with unclear business planning for 2027 [1] - The company is making progress with several major North American clients, with some product verifications nearing completion while others are still ongoing [1] - The production capacity for the 800G series products at Shanghai and JiaShan factories is being increased to an annualized 2 million units, with plans for further expansion in the first half of next year [1] Group 3: Hive Fund - Hive Fund was established in 2018, with a total asset management scale of 48.884 billion yuan, ranking 86th out of 210 [2] - The fund's scale for non-monetary public funds is 48.879 billion yuan, ranking 76th out of 210 [2] - The best-performing public fund product in the past year is the Hive Advanced Manufacturing Mixed Initiation A, with a latest net value of 1.27 and a growth of 63.35% over the past year [2]