来源：新浪基金∞工作室 12月16日，截止午间收盘，中证2000ETF华夏（562660）跌1.40%，报1.621元，成交额1159.03万元。中 证2000ETF华夏（562660）重仓股方面，天奥电子截止午盘跌2.87%，国恩股份跌1.86%，亚太股份涨 2.17%，宝胜股份跌2.49%，绿色动力跌0.58%，春秋电子跌2.67%，光电股份跌5.02%，麦克奥迪跌 2.09%，杰普特跌3.36%，道恩股份跌2.68%。 中证2000ETF华夏（562660）业绩比较基准为中证2000指数收益率，管理人为华夏基金管理有限公司， 基金经理为鲁亚运、陈国峰，成立（2023-09-06）以来回报为64.81%，近一个月回报为-2.44%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

证券之星消息，12月15日自动化设备板块较上一交易日下跌2.42%，杰普特领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 55.26 | 5.78% | 7.72万 | | 4.23亿 | | 688125 | 安达智能 | 72.09 | 4.78% | 1.46万 | | 1.04亿 | | 300486 | 东杰智能 | 19.70 | 3.68% | 23.53万 | | 4.65亿 | | 688310 | 迈得医疗 | 14.64 | 2.88% | - 3.95万 | | 5802.30万 | | 301112 | 信邦智能 | 38.01 | 1.90% | 2.43万 | | 9206.62万 | | 603203 | 快克智能 | 30.69 | 1.29% | 2.30万 | | 7031.9 ...

Core Insights - The financing balance of the Sci-Tech Innovation Board increased by 2.39 billion yuan compared to the previous trading day, marking a continuous increase for six consecutive trading days [1] - The total margin balance on the Sci-Tech Innovation Board reached 258.86 billion yuan as of December 1, with a financing balance of 257.99 billion yuan and a securities lending balance of 874 million yuan [1] - The stocks with the highest financing balances include Cambrian (15.67 billion yuan), SMIC (13.25 billion yuan), and Haiguang Information (8.18 billion yuan) [1] Financing Balance Summary - A total of 327 stocks saw an increase in financing balance, while 260 stocks experienced a decrease [1] - Notable increases in financing balance were observed in Zhongrun Optical (24.23%), Jieput (24.18%), and Aerospace Universe (21.19%) [1] - Significant decreases were noted in Aikesaibo (-45.71%), Qianyan Biology (-12.24%), and Hangyu Technology (-10.86%) [1] Securities Lending Balance Summary - The highest securities lending balance was recorded for Haiguang Information (4.5 million yuan), followed by Cambrian (3.7 million yuan) and Chip Original (2.4 million yuan) [2] - A total of 139 stocks saw an increase in securities lending balance, while 137 stocks experienced a decrease [2] - The largest increases in securities lending balance were seen in Sainuo Medical (535.47%), Nuohua Zhiyuan (111.33%), and Weijie Chuangxin (84.99%) [2] - The largest decreases were recorded for Jiangsu Beiren (-89.63%), Aifute (-68.55%), and Obimic Light (-58.21%) [2]

Group 1 - The automation equipment sector increased by 1.21% on November 28, with Gokong Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] - Gokong Technology's stock price rose by 14.24% to 34.50, with a trading volume of 288,400 shares and a transaction value of 962 million yuan [1] Group 2 - Other notable performers in the automation equipment sector included Anli Co., which rose by 12.35% to 98.81, and Bozhong Precision, which increased by 7.33% to 34.99 [1] - The sector saw a net inflow of 190 million yuan from main funds, while retail investors contributed a net inflow of 183 million yuan [1] - The overall trading activity in the sector included a significant net outflow of 372 million yuan from speculative funds [1]

Core Insights - The CPO concept stocks in the A-share market continue to be active, with significant price increases observed in several companies [1] Group 1: Stock Performance - Taicheng Light (300570) saw a rise of 10.67%, with a total market capitalization of 25.1 billion and a year-to-date increase of 53.56% [2] - Cambridge Technology (603083) increased by 10%, with a market cap of 40.3 billion and a year-to-date rise of 183.09% [2] - New Yi Sheng (300502) rose by 8.44%, boasting a market cap of 356.9 billion and a year-to-date increase of 336.70% [2] - Huylu Ecology (001267) experienced a 5.52% increase, with a market cap of 15.3 billion and a year-to-date rise of 156.77% [2] - Woge Optoelectronics (603773) increased by 5.26%, with a market cap of 6.562 billion and a year-to-date rise of 15.69% [2] - Other notable performers include Jiepu Te (688025) up 4.33%, Tianfu Communication (300394) up 4.25%, and Lian Te Technology (301205) up 4.33% [2]

Group 1 - The CPO concept stocks in the A-share market continue to be active, with notable price increases among several companies [1] - Taicheng Technology saw a rise of over 10%, while Cambridge Technology hit the daily limit with a 10% increase [1] - New Yi Sheng increased by over 8%, and other companies like Huilv Ecology and Woge Optoelectronics rose by over 5% [1]

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [7]. Core Insights - AI empowerment significantly lowers creative barriers, accelerating the arrival of a universal creation era. The Nano Banana Pro version has improved image quality and resolution, enhancing text rendering capabilities and supporting the fusion of 14 images to generate new visuals, providing flexible and efficient tools for 3D printing players [2]. - Technological breakthroughs in multi-color printing are becoming a core competitive advantage for enterprises, driving demand for consumables. Companies like Snapmaker and拓竹科技 are innovating in smart multi-color printing technology, significantly reducing waiting times and material costs [2]. - Increased funding from various enterprises is enhancing the industry ecosystem. DJI and Meituan are investing in 3D printing companies, which will help accelerate product iteration and market promotion [2]. - The industry is expected to maintain high growth rates, with positive export performance. In the first three quarters of 2025, China exported 3.491 million 3D printers, nearing the total of 3.778 million units for 2024, with projections of reaching around 5 million units in 2025 [2]. Summary by Sections Industry Overview - The report highlights the rapid advancements in AI and 3D printing technologies, which are expected to drive consumer demand and enhance the usability of consumer-grade 3D printers [2]. Market Demand - The demand for 3D printers is projected to grow significantly, with exports expected to reach 10.7 billion yuan in 2025, reflecting a strong market outlook [2]. Key Industry Players - Key players in the industry include: - Components:杰普特, 锐科激光, 金橙子 - 3D Scanners: 思看科技, 奥比中光-UW - Materials: 海正生材, 家联科技 - Complete Machines: 拓竹科技, 创想三维, 安克创新, 汇纳科技 [2][3].

Core Viewpoint - The stock of Jieput, a company specializing in laser technology and equipment, has shown significant price movements and financial growth, indicating strong market interest and operational performance [1][2]. Company Overview - Jieput is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 18, 2006, with its IPO on October 31, 2019. The company focuses on the research, production, and sales of lasers and intelligent equipment for precision testing and micro-processing in integrated circuits and semiconductor optoelectronic devices [1]. - The main revenue composition includes lasers (53.32%), laser/optical intelligent equipment (38.19%), other main businesses (6.61%), fiber optic devices (1.81%), and other (0.07%) [1]. Financial Performance - For the period from January to September 2025, Jieput achieved a revenue of 1.509 billion yuan, representing a year-on-year growth of 41.02%. The net profit attributable to shareholders was 204 million yuan, marking a 97.30% increase year-on-year [2]. - Since its A-share listing, Jieput has distributed a total of 157 million yuan in dividends, with 96.44 million yuan distributed over the past three years [3]. Stock Performance - As of November 26, Jieput's stock price increased by 2.02% to 142.72 yuan per share, with a total market capitalization of 13.565 billion yuan. The stock has risen by 203.14% year-to-date, with a recent 5-day increase of 1.21% and a 20-day decline of 10.69% [1]. - The trading volume on November 26 was 144 million yuan, with a turnover rate of 1.09% [1]. Shareholder Structure - As of September 30, 2025, Jieput had 7,160 shareholders, an increase of 8.35% from the previous period. The average number of circulating shares per person decreased by 7.71% to 13,275 shares [2]. - Notable changes in institutional holdings include a decrease in shares held by Guangfa Technology Innovation Mixed A and new entries from Huaxia Industry Prosperity Mixed A and Guangfa Innovation Upgrade Mixed [3].

Core Insights - The global lithium battery equipment industry is experiencing a strong surge in orders, with leading companies expected to sign and hold orders exceeding 30 billion yuan in the first half of 2025, representing a year-on-year growth of 70% to 80% [2] - The current expansion cycle emphasizes high safety, reliability, performance, and value, focusing on three main challenges: balancing scalability and flexibility, managing complexity and yield stability, and enhancing global responsiveness [2] Group 1: Industry Innovations and Trends - The 2025 High-Performance Lithium Battery Annual Conference featured key presentations from various companies, including Guoxuan High-Tech and Gongyuan Sanqian, discussing innovations in intelligent manufacturing and battery technology [1][3] - Guoxuan High-Tech proposed a "Three New" initiative for industry collaboration, focusing on exploring new equipment and technologies for quasi-solid, semi-solid, and solid-state batteries, sharing key processing technologies, and building an ecosystem for industrial AI detection and intelligent scheduling [7] - Gongyuan Sanqian aims to become a provider of advanced industrial X-ray solutions, with their X-ray detection equipment achieving significant speed improvements, reducing detection times for various battery types [12][13] Group 2: Technological Advancements - Jieput's presentation highlighted the application of laser welding process control technology in power batteries, emphasizing a comprehensive control approach throughout the welding process to ensure quality and efficiency [14][16] - Public Laser's COO discussed advancements in high-power fiber green light technology for lithium battery electrode cutting, showcasing its advantages over traditional methods in terms of precision and reduced thermal impact [19][21] - Zhongke Leishun introduced a new generation of lithium battery slurry preparation technology using high-energy ultrasonic cavitation dispersion, which significantly improves slurry stability and reduces contamination [22][25] Group 3: Efficiency and Sustainability - Leisuo New Materials presented their planar infrared drying technology, which offers significant energy savings and efficiency improvements in battery production, achieving a 50% reduction in energy consumption and a 40% increase in speed [28][31] - The company has delivered over 200 sets of planar infrared systems since 2022, demonstrating its commitment to sustainable production practices [32] - Bichu Electronics introduced a comprehensive IWM lithium welding solution that utilizes data-driven closed-loop control to enhance welding reliability and traceability, addressing common quality risks in battery production [33][36]

Group 1 - Jepter's stock price dropped by 5% on November 21, reaching 133.28 CNY per share, with a trading volume of 124 million CNY and a turnover rate of 0.96%, resulting in a total market capitalization of 12.668 billion CNY [1] - The stock has experienced a continuous decline for three days, with a cumulative drop of 2.79% during this period [1] - Jepter specializes in the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing related to integrated circuits and semiconductor optoelectronic devices, with its main business revenue composition being 53.32% from lasers, 38.19% from laser/optical intelligent equipment, 6.61% from other main businesses, 1.81% from fiber optic devices, and 0.07% from other sources [1] Group 2 - According to data, a fund under Bank of China Securities holds Jepter as one of its top ten heavy stocks, specifically the Bank of China Securities New Energy Mixed A Fund (005571), which held 17,200 shares in the third quarter, accounting for 4.28% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 120,900 CNY, with a floating loss of 69,200 CNY during the three-day decline [2] - The Bank of China Securities New Energy Mixed A Fund was established on August 2, 2018, with a latest scale of 35.507 million CNY, achieving a year-to-date return of 41.13% and ranking 1347 out of 8136 in its category [2]