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杭可科技:近期公司股价累计涨幅较大 可能存在短期上涨过快带来的下跌风险
Zhi Tong Cai Jing· 2025-09-10 09:46
截至2025年9月10日,公司股票收盘价为41.39元/股,近期公司股价累计涨幅较大,显著高于上证指 数、科创50、科创100等相关指数涨跌幅,可能存在短期上涨过快带来的下跌风险。 经公司自查,并发函向控股股东、实际控制人核实,截至本公告披露日,公司不存在应披露而未披露的 重大事项。公司目前生产经营正常,生产经营未发生重大变化。 杭可科技(688006.SH)发布公告,公司股票2025年8月28日至2025年9月10日连续十个交易日收盘价格涨 幅偏离值累计达100%,根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时 监控细则》的有关规定,属于股票交易严重异常波动情形。 ...
杭可科技(688006) - 浙江杭可科技股份有限公司股票交易严重异常波动的公告
2025-09-10 09:33
证券代码:688006 证券简称:杭可科技 公告编号:2025-039 浙江杭可科技股份有限公司 股票交易严重异常波动的公告 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、准确性和完整性依法承担法律责任。 针对公司股票交易严重异常波动的情况,经公司自查并向控股股东、实际控 制人书面发函查证,对相关问题进行了必要核实。现就有关情况说明如下: (一)生产经营情况 重要内容提示: 浙江杭可科技股份有限公司(以下简称"公司")股票2025年8月28日至 2025年9月10日连续十个交易日收盘价格涨幅偏离值累计达100%,根据《上海证 券交易所交易规则》《上海证券交易所科创板股票异常交易实时监控细则》的有 关规定,属于股票交易严重异常波动情形。 经公司自查,并发函向控股股东、实际控制人核实,截至本公告披露日, 公司不存在应披露而未披露的重大事项。公司目前生产经营正常,生产经营未发 生重大变化。 截至2025年9月10日,公司股票收盘价为41.39元/股,近期公司股价累计 涨幅较大,显著高于上证指数、科创50、科创100等相关指数涨跌幅,可能存在 短期上涨过快带来的 ...
杭可科技(688006) - 浙江杭可科技股份有限公司2025年第二次临时股东大会会议资料
2025-09-10 09:15
2025 股票简称:杭可科技 股票代码:688006 会议日期:2025 年 9 月 18 日 股东大会须知 为保障浙江杭可科技股份有限公司全体股东的合法权益,维护股东大会的正 常秩序,保证股东大会的议事效率,确保本次股东大会如期、顺利召开,根据《中 华人民共和国公司法》《中华人民共和国证券法》《浙江杭可科技股份有限公司 章程》《浙江杭可科技股份有限公司股东大会议事规则》及中国证券监督管理委 员会、上海证券交易所的有关规定,特制定本须知。 一、股东大会设会务组,由公司董事会秘书负责会议的程序安排和会务工作。 能将泄露公司商业秘密及/或内幕信息,损害公司、股东共同利益的提问,主持 人或其指定的有关人员有权拒绝回答。 五、为提高股东大会议事效率,在就股东的问题回答结束后,即进行现场表 决。现场会议表决采用记名投票表决方式,股东以其持有的有表决权的股份数额 行使表决权,每一股份享有一票表决权。股东在投票表决时,应在表决票中每项 提案下设的"同意"、"反对"、"弃权"三项中任选一项,并以打"√"表示。 未填、错填、字迹无法辨认的表决票、未投的表决票,均视该项表决为"弃权"。 请股东按表决票要求填写表决票,填毕由大会工 ...
杭可科技股价涨5.14%,格林基金旗下1只基金重仓,持有2.4万股浮盈赚取4.82万元
Xin Lang Cai Jing· 2025-09-10 06:39
9月10日,杭可科技涨5.14%,截至发稿,报41.10元/股,成交12.01亿元,换手率5.02%,总市值248.11 亿元。 资料显示,浙江杭可科技股份有限公司位于浙江省杭州市萧山经济技术开发区桥南区块高新十一路77 号,浙江省杭州市萧山经济开发区高新六路298号,成立日期2011年11月21日,上市日期2019年7月22 日,公司主营业务涉及各类可充电电池,特别是锂离子电池生产线后处理系统的设计、研发、生产与销 售。主营业务收入构成为:充放电设备70.17%,其他设备28.54%,配件0.83%,其他0.47%。 责任编辑:小浪快报 格林碳中和主题混合A(015856)成立日期2023年1月18日,最新规模340.78万。今年以来收益 65.46%,同类排名243/8177;近一年收益129.34%,同类排名103/7982;成立以来收益65.81%。 格林碳中和主题混合A(015856)基金经理为刘赞。 截至发稿,刘赞累计任职时间2年301天,现任基金资产总规模3.84亿元,任职期间最佳基金回报 81.21%, 任职期间最差基金回报23.45%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动 ...
中国工业 - 设备上行周期开启-China Industrials-Equipment Upcycle Starts
2025-09-08 04:11
Summary of Conference Call on China Industrials Industry Overview - The focus is on the **capital goods sector** in China, particularly driven by **industrial upgrades**, **technology iterations**, a **domestic replacement cycle**, and **overseas opportunities**. [1][9] - **Li-battery equipment** and **construction machinery** are highlighted as being in a favorable position. [1] Key Insights Automation and General Machinery - Expected **growth recovery** in automation at approximately **5% year-on-year** in 2026, driven by: 1. Replacement demand. 2. New energy no longer being a drag. 3. AI applications creating new capital expenditure demand, such as intelligent robots and PCB equipment. 4. Enhanced competitiveness of advanced equipment manufacturers globally. - Preferred companies include **Inovance** for localization and **Geekplus** for strong orders in warehouse automation. [3] Heavy Industry - **Construction Machinery (CM)** is entering an improving cycle with ongoing domestic recovery and recovering overseas demand. Preferred companies are **Sany Heavy** and **Hengli**. - Anticipated **15% year-on-year growth** in **heavy-duty truck (HDT)** sales in the second half of 2025, primarily driven by electric models, followed by a slowdown to **5% year-on-year growth** in 2026 due to domestic replacement demand. - For **railway equipment**, steady rolling stock deliveries are expected in the second half of 2025 and early 2026, but new orders are projected to decline in 2026. [4] Intelligent/Humanoid Robots - Adoption is expected to ramp up in the second half of 2025, benefiting suppliers and integrators. Preferred companies include **Hengli**, **Inovance**, and **Shuanghuan** for their mass production advantages. [5] New Energy Equipment - Demand for **LiB equipment** is projected to increase by **46%**, **24%**, and **21%** in 2025, 2026, and 2027 respectively, reaching a historical cyclical high due to growing demand and technology iterations. - Preferred companies in this sector are **Wuxi Lead** and **Hangke**. - A negative outlook is noted for **solar equipment** in 2026 due to severe overcapacity and sluggish demand. [6] Long-term Growth Drivers - **AI technology diffusion** into intelligent manufacturing and equipment. - Ongoing **localization** of advanced equipment, with current localization rates around **40-45%** for automation and industrial robots, expected to reach **70-80%** by 2030. - **Global expansion** of equipment exports, which have outpaced overall Chinese exports from 2020 to 2025. [19][20] Market Dynamics - The equipment cycle is shifting into an **upcycle** after 3-4 years of downturn, particularly in construction machinery, lithium battery equipment, and automation. [9] - The impact of **anti-involution** on capital goods is viewed as limited, with potential for additional demand in certain sectors. [20] Investment Recommendations - Top picks include **Sany**, **Wuxi Lead**, **Hangke**, **Inovance**, and **Geekplus**. [9] - The report emphasizes the importance of focusing on leading and innovative players in the sector. [17]
锂电设备:行业连续大涨,后市怎么看?
2025-09-07 16:19
【锂电设备】:行业连续大涨,后市怎么看?20250907 摘要 2025 年锂电设备板块已走出反转态势,订单增速显著,固态电池产业 催化,周期进入复苏与繁荣期,非短期现象,具长期持续性。 动力电池和储能需求的全球增长为锂电设备行业提供了稳健基础,下游 应用拓展至低空经济和人形机器人,进一步提升了行业容量。 锂电设备板块自 2024 年底经历三波反弹确认底部,8 月底龙头公司业 绩发布后加速上涨,目前估值接近 2021 年高点中位数,预计本轮行情 高度将超上一轮。 固态电池技术被认为是锂电领域产业化拐点,工信部计划 2025 年底进 行中期审查,预计 2025 年底至 2026 年初将是密集订单落地期,设备 投资拐点已在 2025 年第三季度开始。 固态电池核心增量环节包括前段干法混料和涂布滚压设备,中后段碟片 和等静压设备,以及后段高压化成分容和检测设备,预计 2030 年市场 规模可达 330 亿元。 投资标的首推先导智能(全产线自主知识产权,市占率高),其次推荐 杭可科技(估值便宜,确定性高),以及力源亨(整线标的),纳克诺 尔和德龙激光(核心增量设备厂商)。 封装检测领域关注海木星和交程超声,美埃科技因 ...
高端装备半月谈——9月份热点板块推荐
2025-09-07 16:19
Summary of Key Points from Conference Call Records Industry Overview - **High-end Equipment and AI PCB Market**: The AI PCB market is driven by key players such as Xinxin Microelectronics, Dazhu CNC, and Dongwei, which dominate the exposure machine, mechanical drilling, and pulse plating segments, respectively. Their capital expenditures are expected to account for over 80% of the AI PCB market in 2025, indicating strong stock performance and investment potential [1][3]. Core Insights and Arguments - **Domestic Substitution in PCB Equipment**: There is significant potential for domestic substitution in the PCB equipment sector. While Shenghong Technology relies heavily on imported equipment, companies like Dazhu CNC and Dongwei are positioned to capitalize on domestic alternatives. By the second half of 2025 to the first half of 2026, domestic substitutes for CO2 laser drilling machines and horizontal three-in-one plating are expected to emerge [1][5]. - **Apple's Investment in AI**: Apple plans to significantly increase its investment in generative AI and related machine learning technologies, committing an additional $100 billion, bringing total investments to $900 billion over four years. The upgrade of the mobile GPT-4 model to GPT-5 is also anticipated [1][10]. - **Apple's Hardware Innovations**: The years 2026 and 2027 are projected to be pivotal for Apple's hardware innovations, including the iPhone 17, which will support edge AI applications and introduce new cooling technologies. The launch of a foldable phone is expected in 2026, with sales projections of 10 million units in the first year, increasing to 25 million in 2027, benefiting related mechanical companies [1][11][13]. - **Lithium Battery Equipment Sector**: The lithium battery equipment industry is experiencing a domestic cyclical turning point, driven by ongoing overseas cycles and advancements in solid-state battery technology. Revenue and profit recovery is evident, with significant growth reported by leading companies [1][18]. Additional Important Insights - **Investment Opportunities in 3C Automation Equipment**: The 3C automation equipment market is heavily reliant on Apple's product innovation cycles. Despite a relatively stagnant performance in 2025, the upcoming product launches and AR device demand are expected to provide substantial growth opportunities [4][9][17]. - **Solid-State Battery Technology Impact**: The solid-state battery technology is catalyzing growth in the lithium battery equipment sector, with significant government subsidies and a projected release of equipment flexibility between 2026 and 2027 [19][20]. - **Military Sector Trends**: The military sector is expected to continue its upward trend post-adjustment, with a focus on new types of equipment that enhance systemic confrontation, unmanned capabilities, and strategic deterrence. Key areas of investment include drones, laser weapons, and commercial aerospace [4][26][30]. - **Emerging Investment Recommendations**: Investors are advised to focus on leading companies in the lithium battery equipment sector, such as Xian Dao Intelligent and Hangke Technology, which are well-positioned for growth due to their strong financial performance and market positioning [23][24][25]. This summary encapsulates the critical insights and trends from the conference call records, highlighting the potential investment opportunities and risks within the high-end equipment, AI PCB, 3C automation, lithium battery, and military sectors.
又涨停!资金疯狂追捧!
Ge Long Hui· 2025-09-06 11:35
Group 1 - A-shares experienced a strong surge on Friday, with major indices closing significantly higher and a total market turnover of 2.3 trillion yuan, indicating a robust market recovery [1][2] - The market had previously seen a collective decline, raising doubts about the continuation of the bull market, but the strong performance on Friday attracted back investors who were considering exiting [2][3] - The A-share market has shown frequent volatility in high-position sectors, reflecting a divergence between bullish and bearish sentiments, which is characteristic of bull market behavior [2][3] Group 2 - On September 5, the A-share market saw a significant rally in the new energy sector, particularly in battery-related industries, with the entire battery sector rising by 9.29% [4][5] - Key segments within the battery sector, such as lithium batteries and solid-state batteries, saw substantial gains, with many stocks hitting their daily limit up [7] - Major stocks in the battery sector attracted significant net inflows, with amounts ranging from tens of millions to 20 billion yuan, indicating strong investor interest [7] Group 3 - Recent government policies aimed at stabilizing the electronic information manufacturing industry, including quality management for photovoltaic and lithium battery products, have positively influenced market sentiment [10][11] - The announcement of a "反内卷" (anti-involution) policy targeting various industries, including new energy and photovoltaic sectors, has led to increased investor confidence and capital inflows into related stocks [10][11] - The futures market also reflected this optimism, with significant inflows into polysilicon futures, leading to a price surge [12] Group 4 - The photovoltaic industry is expected to see substantial growth in the third quarter, driven by rising prices of polysilicon and other materials, as well as improved demand [25][26] - Companies like Tianqi Lithium are projected to benefit from rising lithium prices, with potential profits significantly increasing compared to previous quarters [26][27] - The overall market remains in a reasonable valuation range, with certain sectors like photovoltaic and lithium batteries expected to continue their upward trajectory due to improving supply-demand dynamics [28]
A股全线反攻!发生了什么?后市行情将如何演绎?
Market Overview - A-shares experienced a significant rebound on September 5, with the Shanghai Composite Index returning to 3,800 points and the ChiNext Index surging by 6.55%, marking a new high since January 2022 [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion yuan, a decrease of 239.6 billion yuan compared to the previous trading day, with over 4,800 stocks rising and fewer than 500 declining [2] Sector Performance - The new energy sector saw a surge, particularly in solid-state battery stocks, with companies like Paton achieving a 30% limit-up and others like Jin Yinhe and Xian Dao Intelligent also hitting 20% limit-up [2] - The photovoltaic and wind power sectors were active, with Jinlang Technology gaining 20% and several other companies seeing increases of over 10% [3] - The sports sector also showed strength, with companies like Lisheng Sports hitting the limit-up, supported by government policies aimed at enhancing sports consumption and industry growth [4] Future Outlook - Multiple brokerage firms believe that the logic supporting the A-share market's rise remains unchanged, with reasonable market valuations and no signs of excessive speculation [1][5] - Analysts suggest that the market may continue a slow upward trend in September, with growth stocks likely to outperform, driven by new positive factors such as potential interest rate cuts by the Federal Reserve [6][5] - The overall market sentiment is expected to remain active, with continued support from capital flows and policy expectations, indicating an upward trend for A-shares [6][5]
杭可科技:股票交易异常波动的公告
Core Viewpoint - Hangke Technology announced that its stock price had deviated significantly, with a cumulative increase of over 30% over two consecutive trading days, indicating abnormal trading activity [1] Group 1 - The company confirmed that there are no undisclosed significant matters as of the announcement date [1] - The company's production and operations are normal, with no major changes reported [1]