截至10月21日收盘，这85家绩优公司中已涌现出7家千亿市值巨头，分别是中国人寿、立讯精密、中国 船舶、中科曙光、新华保险、山东黄金和小商品城。其中，中国人寿以9160.27亿元的A股市值领跑，公 司预计前三季度净利润同比增长约50%至70%。 业绩与股价共振，多股创历史新高 人工智能龙头寒武纪-U今年前三季度实现净利润16.05亿元，同比成功扭亏，为公司历史同期首次盈 利。算力芯片相关的海光信息前三季度净利润同比增长28.56%，达19.61亿元。此外，立讯精密、领益 智造、瑞芯微等电子领域龙头业绩均实现大幅增长。 基础化工行业亦有30家公司业绩报喜，增长动力主要来自产品涨价、新产能投产及新业务拓展。锂矿龙 头盐湖股份预计前三季度净利润同比增长36.89%至49.62%，主要受益于氯化钾价格上升。东方铁塔同 样因氯化钾涨价，预计净利润同比增长超60%。 85 家公司净利润创历史新高 与历史同期对比，业绩增长公司中，有85家（剔除上市不满三年公司）今年前三季度净利润创下历史新 高，彰显了企业卓越的成长性。 【环球网财经综合报道】当前正值A股三季报密集披露期，上市公司业绩答卷陆续揭晓。据数据宝统 计，截至目前， ...

专题：聚焦2025基金三季报：权益类规模增长 科技赛道仍是"核心仓位" 随着2025年基金三季报披露季拉开帷幕，由上银基金经理赵治烨、惠军管理的上银数字经济A率先披露 三季报。 截至2025年10月20日，该基金单位净值达1.5092元，单日上涨0.87%，累计净值同步攀升至1.5092元。 尤为引人注目的是，该基金近三个月涨幅高达37.71%，近六个月累计上涨51.03%，自2024年8月6日成 立以来，总回报率已达50.92%。 数据来源：Wind，截止 第二条主线围绕AI端侧芯片展开。基于2025-2027年智能眼镜、全景相机、服务机器人等终端产品将密 集落地的产业趋势，基金重点配置了终端放量与芯片价值共振的标的，如智能眼镜专用芯片、机器人控 制芯片等，旨在精准把握产业链利润传导机会。 从具体持仓来看，该基金三季度前十大重仓股全面聚焦半导体领域，包括中芯国际、华虹半导体、海光 信息、寒武纪、瑞芯微、澜起科技、长电科技、晶晨股份、恒玄科技和豪威集团。 | 股票名称 | 持仓市值(元) | 持仓数量 | 相对上期增减 | | --- | --- | --- | --- | | 中芯国际 | 26.182.2 ...

10月21日，瑞芯微盘中上涨2.01%，截至10:34，报189.33元/股，成交6.23亿元，换手率0.79%，总市值 796.93亿元。 资金流向方面，主力资金净流入5101.75万元，特大单买入8474.17万元，占比13.61%，卖出6242.09万 元，占比10.02%；大单买入1.45亿元，占比23.31%，卖出1.16亿元，占比18.70%。 瑞芯微今年以来股价涨73.44%，近5个交易日跌3.03%，近20日跌9.32%，近60日涨17.38%。 今年以来瑞芯微已经6次登上龙虎榜，最近一次登上龙虎榜为8月28日。 资料显示，瑞芯微电子股份有限公司位于福建省福州市鼓楼区铜盘路软件大道89号软件园A区18,20,21 号楼，成立日期2001年11月25日，上市日期2020年2月7日，公司主营业务涉及大规模集成电路及应用方 案的设计、开发和销售。主营业务收入构成为：智能应用处理器芯片90.25%，数模混合芯片7.39%，其 他芯片2.04%，技术服务及其他0.32%。 截至6月30日，瑞芯微股东户数6.49万，较上期减少14.75%；人均流通股6480股，较上期增加17.82%。 2025年1月-6 ...

资金流向方面，业绩预计翻倍股中，近5日主力资金净流入较多的有光库科技、远大智能、雅化集团， 资金净流入金额分别为25612.48万元、15579.42万元、10800.03万元。主力资金净流出金额较高的有北 方稀土、长川科技、瑞芯微，资金净流出金额分别为485708.01万元、165195.76万元、86067.27万元。 （数据宝） 前三季度业绩预计暴增股名单 已有133家公司公布了前三季度业绩预告，业绩预增公司有107家，占比80.45%。 证券时报·数据宝统计显示，截至10月21日，已经有133家公司公布了前三季度业绩预告。业绩预告类型 显示，预增公司107家、预盈8家，合计报喜公司比例为86.47%；业绩预降、预亏公司分别有12家、3 家。 业绩预喜公司中，以预计净利润增幅中值统计，共有48家公司净利润增幅超100%；净利润增幅在 50%~100%的有42家。具体到个股看，先达股份预计净利润增幅最高。公司预计前三季度实现净利润增 幅中值为3009.81%；楚江新材、英联股份预计前三季度净利润同比增幅中值分别为2150.09%、 1602.05%，增幅位列第二、第三。 分行业看，前三季度业绩增幅预计翻倍 ...

| | | | 已发布三季报业绩数据的Al眼镜概念股 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 | 滚动而盗率 | 三季报净利润 | 三季报净利润 | | | | (亿元) | (倍) | (亿元) | 同比(%) | | 002475 | 立讯精密 | 4161.55 | 28.48 | 111.17 | 22.50 | | 002600 | 领益智造 | 1046.71 | 52.57 | 20.05 | 42.26 | | 603893 | 瑞 芯 微 | 781.23 | 82.82 | 7.80 | 121.50 | | 688213 | 思特 威 | 433.91 | 67.82 | 6.96 | 154.50 | | 300602 | 飞荣达 | 182.76 | 61.24 | 2.88 | 120.38 | | 300458 | 全志科技 | 388.03 | 185.80 | 2.75 | 82.13 | | 688049 | 炬林科技 | 101.53 | 64.66 | 1.51 | 112.94 | | 6 ...

Core Insights - The "China Listed Companies Health Index Report (2025)" was released, showing an increase in the average health index of 5143 listed companies to 67.17 in 2024 from 65.93 in 2023, indicating a positive trend since 2020 [1][2] - The report highlights significant improvements in external supervision, value reconstruction, and corporate culture, while governance, product sales, competitive landscape, and internal control showed steady progress [1][2] - The report identifies 3010 companies in new productivity sectors, accounting for 58.53% of the total, despite a 16.18% decline in net profit due to increased R&D investment and transformation costs [2] Industry Performance - New productivity sectors achieved a revenue of 17.62 trillion yuan, a year-on-year growth of 4.45%, outperforming the overall market growth [2] - R&D investment in new productivity sectors reached 964.968 billion yuan, representing 53.49% of total market R&D investment, with a 2.53% increase year-on-year [2] - The semiconductor industry exemplifies this trend, with 162 listed companies showing a research intensity of 13.35% [2] Top Companies - The "2024 China Listed Companies Health Index Top 100" includes companies like China Shenhua, AVIC Optoelectronics, and Luzhou Laojiao, which have been recognized for five consecutive years [2] - Kweichow Moutai leads the market with the highest health index, supported by high profit margins and substantial dividends totaling 336.112 billion yuan since its listing [2] - Leading companies in new productivity sectors, such as CATL and Fuyao Glass, are noted for their technological advantages and global competitiveness [2][3]

Core Insights - The company, Rockchip (瑞芯微), announced the mass production of new products based on the RISC-V architecture, marking a significant milestone in its development strategy [1][3]. Company Overview - RISC-V architecture is characterized by its openness, flexibility, and low power consumption, making it suitable for applications in AIoT, industrial control, and smart terminals [3]. - Rockchip has been investing in RISC-V research and development, launching several high-performance chip products aimed at smart hardware and embedded systems [3]. Product Performance - The new product series shows significant improvements in computing performance and energy efficiency compared to previous generations, supporting various AI acceleration engines and security modules [3]. - These products can be widely applied in scenarios such as smart homes, educational electronics, and industrial gateways [3]. Strategic Direction - Rockchip has identified RISC-V as one of its long-term strategic directions, focusing on both independent design and ecosystem collaboration to enhance architecture optimization and system-level integration capabilities [3]. - The company is actively working with multiple partners to advance ecosystem development related to RISC-V [3]. Industry Context - Industry experts view RISC-V as a crucial force in the domestic CPU architecture landscape, helping the local chip industry overcome core technology barriers [3]. - The mass production of Rockchip's products signifies a critical step in the company's efforts towards chip autonomy and ecosystem development [3]. Future Plans - The company plans to continue expanding its product offerings based on the RISC-V architecture, increasing research on AI processing units and operating system compatibility to build a more comprehensive open chip ecosystem [3].

Core Viewpoint - The company, Rockchip (瑞芯微), is currently focusing on ARM architecture for its chips but has also launched and mass-produced new products based on RISC-V architecture, indicating a strategic shift towards RISC-V development in the future [1] Group 1 - The company has confirmed that its current chip offerings are primarily based on ARM architecture [1] - The company has successfully launched and mass-produced new products utilizing RISC-V architecture [1] - Future research and development efforts will continue to focus on products based on RISC-V architecture [1]

Core Viewpoint - The company is advancing its automotive chip solutions, focusing on enhancing AI capabilities for intelligent cockpit applications [1] Group 1: Product Development - The current RK3588M chip solution supports lightweight assisted driving [1] - Upcoming higher-performance chips, RK3668M and RK3688M, will provide robust cockpit solutions for customers [1] Group 2: AI Capabilities - The company's edge computing co-processor series can serve as the computational center for automotive cockpits [1] - It supports deployment of models with up to 7 billion parameters, enabling multi-modal capabilities [1] - These advancements will enhance AI computing power for intelligent cockpits, in-car and out-of-car visual systems, and in-car audio scenarios [1]

Core Insights - The company currently offers the RK3588M chip solution, which supports lightweight assisted driving, with plans to launch higher-performance RK3668M and RK3688M chips for robust cockpit solutions [1] - The company's edge computing co-processor series can serve as the computational center for automotive cockpits, capable of deploying models with up to 7 billion parameters, supporting multimodal applications [1] - The AI computing power provided by the company's solutions enhances scenarios such as smart cockpits, in-vehicle and external vehicle vision, and in-vehicle audio [1]