证券代码：603163 证券简称：圣晖集成 公告编号：2025-065 圣晖系统集成集团股份有限公司 关于控股子公司中标重大项目收到订单的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 订单类型及金额 订单类型：日常经营性订单。 订单总金额：THB 1,967,000,000（折合人民币约 4.32 亿元）（未税）。 对上市公司当期业绩的影响：此次中标及收到客户订单，有利于圣晖系 统集成集团股份有限公司（以下简称"公司"或"圣晖集成"）的海外业务发展， 可以对公司业绩产生积极影响。 本订单的履行对公司业务独立性不构成影响，亦不会因履行该订单而对 交易对方形成依赖。 2、可能对公司的资产、负债、权益和经营成果产生重大影响。 注：合同金额的概念包括以下情形： （1）所述"合同"包括但不限于交易双方盖章的订单、合同； 特别风险提示：公司尚未与发包单位签署正式合同。项目建设内容、金 额、结算及付款方式等具体内容存在一定的不确定性，项目实施以最终签署的合 同为准。敬请广大投资者注意投资风险。 公司下属控股 ...

人民财讯12月15日电，圣晖集成（603163）12月15日公告，下属控股子公司泰国Acter于近日中标Peng Shen Technology(Thailand)Co.,Ltd.下发的泰国鹏晟PA02动力及内装次配机电工程项目并收到项目订单， 订单总价THB19.67亿(折合人民币约4.32亿元)(未税)。 ...

圣晖集成公告，控股子公司泰国Acter近日中标Peng Shen Technology (Thailand) Co.,Ltd.下发的泰国鹏晟 PA02动力及内装一次配机电工程项目并收到项目订单，订单总价THB1,9.67亿（折合人民币约4.32亿 元）（未税）。 ...

圣晖集成(603163)今日下跌9.46%，全天换手率4.93%，成交额3.06亿元，振幅10.76%。龙虎榜数据显 示，营业部席位合计净卖出1806.84万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-8.91%上榜，营业部席位合计净卖出1806.84万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7918.76万元，其中，买入成交额为 3055.96万元，卖出成交额为4862.80万元，合计净卖出1806.84万元。 具体来看，第一大买入营业部及卖出营业部均为国泰海通证券股份有限公司总部，买入金额为856.02万 元，卖出金额为1158.95万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均跌0.97%，上榜后5日平均涨2.13%。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司总部 | 856.02 | | | 买二 | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 718.96 | | | 买三 | 高盛(中国)证券有 ...

Investment Rating - The industry investment rating is "Overweight" [2][25]. Core Insights - Fixed asset investment in China showed a cumulative year-on-year decline of 2.6% from January to November 2025, with manufacturing investment increasing by 1.9% [2][3]. - Traditional infrastructure investment has seen a widening decline, necessitating a stabilization of investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, a decrease of 1.4 percentage points compared to the previous month [4][3]. - Real estate investment remains low, with a year-on-year decline of 15.9% from January to November 2025, indicating a weak recovery trajectory [11][3]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year decline in fixed asset investment is 2.6%, with a decrease of 0.9 percentage points from the previous month [3]. - Manufacturing investment has increased by 1.9%, but this is still a decline of 0.8 percentage points compared to the previous month [2]. Infrastructure Investment - Infrastructure investment (excluding electricity) has a year-on-year decline of 1.1%, with a decrease of 1.0 percentage points from the previous month [4]. - Specific sectors such as transportation, storage, and postal services saw a decline of 0.1%, while water, environment, and public facilities management experienced a decline of 6.3% [4]. Regional Investment Trends - Eastern regions reported a year-on-year decline of 6.6%, while central and western regions saw declines of 1.7% and 0.2%, respectively. The northeastern region faced a significant decline of 14.0% [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The current cycle is characterized by excessive clearing of supply entities and difficulties in inventory replenishment, leading to a slow recovery in investment [11]. Investment Recommendations - For 2026, the industry is expected to stabilize, with emerging sectors likely to benefit from major national strategies. Key companies to watch include Sichuan Road and Bridge, China Chemical, and others in new infrastructure and overseas markets [16].

Investment Rating - The report maintains an "Overweight" rating for the industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - Fixed asset investment growth in China has further declined, with a cumulative year-on-year decrease of 2.6% for January to November 2025, a drop of 0.9 percentage points compared to the previous period [2][3]. - Traditional infrastructure investment has seen an expanded decline, necessitating measures to stabilize investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, down 1.4 percentage points from the previous month [4]. - Real estate investment remains low, with a year-on-year decrease of 15.9% for January to November 2025, indicating a weak recovery trajectory [11]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year growth rate for fixed asset investment is -2.6%, with manufacturing investment showing a slight increase of 1.9% [2][3]. - The decline in traditional infrastructure investment has intensified, with significant drops in various sectors, including transportation and public facilities [4]. Infrastructure Investment - Infrastructure investment (excluding electricity) has decreased by 1.1% year-on-year, with notable declines in transportation and environmental management sectors [4]. - Regional investment disparities are evident, with the eastern region experiencing a 6.6% decline year-on-year [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The report anticipates a slow recovery in real estate investment due to challenges in inventory replenishment and supply chain issues [11]. Investment Recommendations - The report suggests that in 2026, industry investment is expected to stabilize, with emerging sectors likely to benefit from national strategic initiatives [15]. - Specific companies are highlighted for potential investment, including Sichuan Road and Bridge, China Chemical, and others in the new infrastructure and overseas markets [15].

Core Insights - The report emphasizes the acceleration of bidding for nuclear fusion projects and the operational launch of the Liebherr Nantong base, focusing on nuclear power and marine engineering modules [6][15][28] - The report highlights the structural recovery of infrastructure investment, particularly in Sichuan and Xinjiang, and recommends investments in low-valuation central state-owned enterprises [6][34] - The report tracks the development of cleanroom technology and the increasing capital expenditure of Taiwanese electronics companies in the U.S., indicating a trend of the Taiwanese supply chain moving to the U.S. [6][34] Group 1: Nuclear Fusion and Power Projects - The signing of a joint statement between China and France on December 4, 2025, promotes the development of nuclear power, recognizing nuclear fusion energy as a significant direction for future energy development [6][15] - The Liebherr Nantong base is expected to achieve an annual output value of CNY 560 million for nuclear modules and CNY 640 million for oil and gas energy modules, addressing the decline in traditional chemical business demand [6][28] - The report notes that the modular construction method in nuclear power can significantly shorten construction periods, with the Liebherr Nantong base now operational [6][28] Group 2: Cleanroom and Coal Chemical Industry - The report tracks the cleanroom sector, noting that TSMC plans to invest USD 165 billion in capital expenditures in the U.S., with Foxconn and Wistron also planning significant investments [6][34] - In the coal chemical sector, projects are progressing steadily, with Xinjiang remaining a primary investment area, including a 1.5 million tons/year coal-to-ethylene project [6][34] - The average price of medium and heavy plates in 13 regions decreased by 0.9%, while rebar prices fell by 1.0%, indicating a slight decline in steel prices [6][34] Group 3: Financial Tracking and Investment Recommendations - The report indicates that special bonds issued for refinancing have reached CNY 2.01 trillion, with a cumulative issuance of CNY 4.5 trillion in special bonds for the year, reflecting a 13.8% year-on-year increase [6][34] - The report recommends focusing on four main investment lines: infrastructure recovery, safety resources, technology in high-end manufacturing, and overseas business opportunities [6][34] - The funding availability rate for construction sites is reported at 59.74%, showing a slight increase from the previous week [6][34]

Group 1 - The ChiNext Index experienced a decline in the afternoon after rising over 1% in the morning [1] - The North Stock 50 Index saw a significant increase, rising over 5% [2] - The stock of Tianli Composite surged by 30%, hitting the daily limit [2] Group 2 - The controlled nuclear fusion concept stocks saw a short-term rally, with Haohan Huaton rising over 10%, and Shenghui Technology and Xuguang Electronics also gaining [3] - Semiconductor equipment stocks strengthened, with Yaxiang Integration hitting the daily limit and reaching a historical high, while other stocks like Zhongke Feicai, Xuguang Electronics, Shenghui Integration, Huahai Qingke, and Jingce Electronics also rose [3] - According to the International Semiconductor Industry Association, the global semiconductor equipment shipment value is expected to grow by 11% year-on-year to $33.66 billion by Q3 2025, with a quarter-on-quarter increase of 2% [3] Group 3 - In the Hong Kong stock market, the Hang Seng Technology Index expanded its decline to 1%, while the Hang Seng Index experienced a slight drop [4]

关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 称"深圳鼎贸"） | | 深圳市鼎贸贸易有限公司（以下简 | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 2,000.00 | 万元 | | | 担 象 | 保 对 | 实际为其提供的担保余额 | 6,500.00 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） 0 | | | --- | --- | | 截至本公告日上市公司及其控股 | 91,874.06 万元 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 82.74% | | 特别风险提示（如有请勾选 ...

Group 1 - A total of 433 companies were investigated by institutions in the past 10 days, with 381 being securities firms and 302 being fund companies [1] - 88 listed companies were researched by overseas institutions, with 8 companies receiving attention from more than 20 overseas institutions, including Huichuan Technology, which was investigated by 68 overseas institutions [1] - Lixun Precision was the second most researched company, with 48 overseas institutions participating in the investigation, indicating significant growth potential in the non-overseas consumer electronics market over the next decade [1] Group 2 - Stocks that were investigated by overseas institutions saw an average increase of 0.36% in the past 10 days, with Shenghui Integration experiencing the highest increase of 32.47% [3] - 13 stocks received ratings from at least 15 institutions, with a consensus forecast of over 20% profit growth in 2025, including Kaiying Network, Lixun Precision, and Huichuan Technology [3] - Jinli Permanent Magnet is predicted to have the highest profit growth, with 18 institutions forecasting a net profit increase of 152.52% in 2025 [3][4]