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自动化设备板块9月24日涨1.72%,步科股份领涨,主力资金净流入5.31亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-24 08:46
Group 1: Market Performance - The automation equipment sector rose by 1.72% on September 24, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Group 2: Individual Stock Performance - Boke Co., Ltd. (688160) closed at 109.10, up 14.07% with a trading volume of 48,200 shares [1] - Shitian Technology (6888899) closed at 45.82, up 13.73% with a trading volume of 299,400 shares [1] - Jingye Intelligent (688290) closed at 74.48, up 12.85% with a trading volume of 49,400 shares [1] - Other notable performers include Zhongkong Technology (688777) up 7.73% and Weichuang Electric (688698) up 7.40% [1] Group 3: Capital Flow - The automation equipment sector saw a net inflow of 531 million yuan from institutional investors, while retail investors experienced a net outflow of 3.6 million yuan [5] - Major stocks like Huichuan Technology (300124) had a net inflow of 149.6 million yuan from institutional investors [5] - Weichuang Electric (688698) recorded a net inflow of 118 million yuan from institutional investors [5] Group 4: ETF Performance - The Food and Beverage ETF (product code: 515170) decreased by 3.49% over the last five days, with a net outflow of 18.68 million yuan [7] - The Gaming ETF (product code: 159869) saw a slight decline of 0.56% but had a net inflow of 37.89 million yuan [7] - The Semiconductor ETF (product code: 588170) increased by 13.14% over the last five days, with a net inflow of 12.97 million yuan [7]
研判2025!中国紫外激光器行业相关政策、产业链、市场规模、竞争格局及前景展望:半导体产业推动紫外激光器需求增长,行业规模达53.08亿元[图]
Chan Ye Xin Xi Wang· 2025-09-23 01:26
Core Insights - The ultraviolet laser industry is experiencing rapid growth due to its precision and energy control characteristics, particularly in high-tech fields such as semiconductors, consumer electronics, and biomedical applications [1][9] - The market size of China's ultraviolet laser industry is projected to grow from 1.9 billion yuan in 2018 to 5.308 billion yuan in 2024, with a compound annual growth rate (CAGR) of 18.68% [1][9] - The demand for ultraviolet lasers is expected to expand further with the development of emerging technologies like 5G, artificial intelligence, and the Internet of Things [1][9] Industry Overview - Ultraviolet lasers are defined as lasers with output wavelengths ranging from 10 to 400 nm, suitable for research, industrial applications, and OEM system integration [3] - The ultraviolet laser industry is supported by various national policies aimed at promoting key technologies and encouraging the development of laser medical devices [5] Industry Chain - The ultraviolet laser industry chain consists of upstream raw materials (optical materials, optical components, mechanical parts, etc.), midstream production and manufacturing, and downstream applications in fields such as medical devices, semiconductor testing, and communications [6][7] Market Size and Growth - The Chinese optical chip market is also expanding, with its size projected to grow from 8.23 billion yuan in 2019 to 15.86 billion yuan in 2024, reflecting a CAGR of 14.02% [8] - The medical device market in China is expected to reach approximately 1.13 trillion yuan in 2024, growing by 9.09% year-on-year [8] Competitive Landscape - The global ultraviolet laser market is growing rapidly, with significant demand in Asia, particularly in Japan and South Korea, while Europe maintains stable demand and North America continues to see strong growth driven by technological innovation [10] - Key domestic companies in the ultraviolet laser sector include Inno Laser, Han's Laser, Raycus Laser, and Huagong Tech, which are increasing their R&D investments to enhance product performance and market share [10] Development Trends - The industry is focusing on high power, high repetition frequency, and high precision as key development trends [12][13][14] - High power ultraviolet lasers are increasingly demanded for precision manufacturing and aerospace applications, while high repetition frequency lasers are enhancing processing efficiency in semiconductor and OLED applications [12][13] - High precision remains a core pursuit, with advancements aimed at achieving sub-micron processing accuracy and low line width in applications such as PCB drilling and medical device micro-processing [14]
配置主题龙头或更优:——金融工程市场跟踪周报20250922-20250922
EBSCN· 2025-09-22 09:57
- The report discusses a "Momentum Sentiment Indicator" model, which is used for market timing based on the proportion of stocks with positive returns in the CSI 300 Index over a specific period. The model calculates the proportion of stocks with positive returns over N days and applies smoothing with two moving averages (N1 and N2). When the short-term moving average exceeds the long-term moving average, it signals a bullish market sentiment[26][27][29] - The "Moving Average Sentiment Indicator" is another model that evaluates the CSI 300 Index's sentiment by comparing the closing price with eight moving averages (parameters: 8, 13, 21, 34, 55, 89, 144, 233). If the closing price exceeds more than five of these moving averages, the model signals a bullish sentiment[33][34] - The report evaluates the "Cross-Sectional Volatility" factor, which measures the dispersion of stock returns within an index. A higher cross-sectional volatility indicates a favorable alpha environment. Recent data shows a decline in cross-sectional volatility for the CSI 300, CSI 500, and CSI 1000 indices, suggesting a short-term deterioration in the alpha environment[39][41] - The "Time-Series Volatility" factor is also analyzed, which measures the historical volatility of index returns. The report notes a recent decline in time-series volatility for the CSI 300, CSI 500, and CSI 1000 indices, indicating a less favorable alpha environment in the short term[40][44] - The "Fund Concentration Divergence" indicator is introduced to monitor the degree of fund clustering. It calculates the standard deviation of cross-sectional returns within a fund portfolio. A lower standard deviation indicates higher clustering, while a higher standard deviation suggests fund divergence. The report notes a slight decrease in divergence in the most recent week[80][83] - The "Momentum Sentiment Indicator" model's backtest results show that the fast line is currently above the slow line, indicating a bullish sentiment for the CSI 300 Index[27][29] - The "Moving Average Sentiment Indicator" model's backtest results indicate that the CSI 300 Index is currently in a positive sentiment zone, as the closing price exceeds more than five of the eight moving averages[34][36] - The "Cross-Sectional Volatility" factor's recent values are as follows: CSI 300 (1.98%), CSI 500 (2.12%), and CSI 1000 (2.37%) for the past quarter, with respective percentile rankings of 69.77%, 69.84%, and 65.34% over the past two years[41] - The "Time-Series Volatility" factor's recent values are as follows: CSI 300 (0.62%), CSI 500 (0.44%), and CSI 1000 (0.24%) for the past quarter, with respective percentile rankings of 58.18%, 74.60%, and 57.37% over the past two years[44] - The "Fund Concentration Divergence" indicator shows a slight decrease in divergence, with fund and stock excess returns improving week-over-week[80][83]
上周公募调研141只个股 杰普特最受青睐
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-22 09:36
转自:新华财经 其次是基础化工、电力设备和汽车行业,均被调研不少于50次,被调研个股数量不少于10只。 长期备受公募调研关注的电子行业,上周公募调研关注度明显下降,该行业上周仅有12只个股获得公募 调研关注,合计调研次数仅37次,无论是被调研个股数量还是被调研次数,均远低于之前的水平。 机构来看,富国基金上周调研24次居首,成为调研最勤奋的公募机构,其参与调研的个股中,钢铁行业 个股数量最多达5只,其次是基础化工和商贸零售,被调研个股均为3只。 汽车和基础化工行业均有2只个股入围前十,其中汽车行业中入围前十的个股包括双环传动和雷迪克, 基础化工行业中入围前十个股包括广东宏大和易普力。 | | | 上周公募调研次数排名前十个股 | | | --- | --- | --- | --- | | A 股简称 | 申万一级行业 | 股价涨跌幅(%) | 被调研次数(次) | | 杰普特 | 机械设备 | -3.50 | 43 | | 悍高集团 | 轻工制造 | 13.00 | 32 | | 双环传动 | 汽车 | 18.62 | 25 | | 能辉科技 | 建筑装饰 | -6. 70 | 23 | | 广东宏大 | 基 ...
杰普特跌2.01%,成交额2.84亿元,主力资金净流出4172.36万元
Xin Lang Zheng Quan· 2025-09-22 06:14
Core Viewpoint - The stock of Jieput, a company specializing in laser technology and equipment, has experienced significant fluctuations in price and trading volume, reflecting both strong year-to-date performance and recent declines in the short term [1][2]. Company Overview - Jieput was established on April 18, 2006, and went public on October 31, 2019. The company is located in Longhua District, Shenzhen, Guangdong Province, and focuses on the research, development, 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 of Jieput includes: lasers (53.32%), laser/optical intelligent equipment (38.19%), other main businesses (6.61%), fiber optic devices (1.81%), and others (0.07%) [1]. Financial Performance - For the first half of 2025, Jieput achieved a revenue of 881 million yuan, representing a year-on-year growth of 48.34%. The net profit attributable to shareholders was 95.21 million yuan, showing a year-on-year increase of 73.84% [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]. Shareholder Information - As of June 30, 2025, Jieput had 6,608 shareholders, a decrease of 8.29% from the previous period. The average number of circulating shares per person increased by 9.03% to 14,383 shares [2]. - Notable institutional holdings include Guangfa Technology Innovation Mixed A (008638) as the fourth largest shareholder with 3.14 million shares, and Jin Ying Technology Innovation Stock A (001167) as the eighth largest shareholder with 1.57 million shares, which saw a decrease of 187,700 shares compared to the previous period [3].
杰普特:子公司矩阵光电FAU已在国内头部光模块厂商批量出货
Ju Chao Zi Xun· 2025-09-19 10:01
Core Viewpoint - The company has successfully acquired Matrix Optoelectronics, which is expected to enhance its market position in the optical module sector, particularly with the introduction of higher-speed optical modules like 1.6T, leading to significant value increase and market expansion opportunities [2] Group 1: Acquisition and Market Expansion - The recently acquired subsidiary, Matrix Optoelectronics, has begun mass shipments of its Fiber Array Unit (FAU) to leading domestic optical module manufacturers [2] - The penetration of higher-speed optical modules, such as 1.6T, is anticipated to significantly increase the value of related products, with potential usage in future CPO architectures being 3-5 times that of traditional optical modules [2] - The company aims to leverage its precision optical inspection and automation capabilities to overcome existing production capacity bottlenecks in the optical communication industry, facilitating rapid development of high-speed optical interconnects in the AI era [2] Group 2: Product Certification and Production Capacity - The company's MPO products have received certification from the Senko system, while MMC products have been certified by the USCON system, indicating compliance with industry standards [2] - The company is accelerating production expansion to meet strong customer demand, supported by its deep technical expertise in module testing, which is expected to enhance automation efficiency for MPO/MMC products [2] - This strategic focus on automation and efficiency is aimed at securing more orders from leading customers in the future [2] Group 3: Financial Performance - In the first half of the year, the company reported total revenue of 881 million yuan, representing a year-on-year increase of 48.34% [2] - The net profit attributable to the parent company reached 95.21 million yuan, marking a year-on-year growth of 73.84% [2] - The net profit excluding non-recurring items was 91.38 million yuan, reflecting a year-on-year increase of 73.7% [2]
杰普特股价跌5.27%,工银瑞信基金旗下1只基金重仓,持有1.66万股浮亏损失14.22万元
Xin Lang Cai Jing· 2025-09-19 05:51
刘展硕累计任职时间267天,现任基金资产总规模5644.08万元,任职期间最佳基金回报44.65%, 任职 期间最差基金回报43.79%。 高京霞累计任职时间267天,现任基金资产总规模5644.08万元,任职期间最佳基金回报44.65%, 任职 期间最差基金回报43.79%。 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。 数据显示,工银瑞信基金旗下1只基金重仓杰普特。工银产业升级股票A(007674)二季度减持1.19万 股,持有股数1.66万股,占基金净值比例为2.1%,位居第九大重仓股。根据测算,今日浮亏损失约 14.22万元。 工银产业升级股票A(007674)成立日期2019年12月25日,最新规模3364.06万。今年以来收益 45.55%,同类排名672/4222;近一年收益77.3%,同类排名1101/3805;成立以来收益49.29%。 工银产业升级股票A(007674)基金经理为杜洋、刘展硕、高京霞。 截至发稿,杜洋累计任职时间10年219天,现任基 ...
杰普特实控人方减持套现1.77亿 2019年上市募10.13亿
Zhong Guo Jing Ji Wang· 2025-09-18 06:00
中国经济网北京9月18日讯杰普特(688025.SH)昨日晚间披露关于控股股东及其一致行动人权益变动触及1%刻度的提示性公告。 杰普特9月17日收到控股股东黄治家及其一致行动人厦门市同聚同源咨询管理合伙企业(有限合伙)(以下简称"同聚同源")出具的《权益变动告知函》,获悉于 2025年9月12日至2025年9月16日,黄治家与同聚同源通过大宗交易及集中竞价交易方式累计减持所持有的公司股份113.00万股,其中黄治家、同聚同源分别 减持81.00万股、32.00万股,累计减持数量占公司当前总股本的比例为1.19%。 根据杰普特减持区间均价156.45元计算,上述股东减持套现约1.77亿元。 本次权益变动后,控股股东、实际控制人黄治家及其一致行动人黄淮、同聚同源合计持有公司股份的比例由37.00%减少至35.81%,权益变动触及1%的整数 倍。 杰普特表示,本次权益变动不会导致公司控股股东、实际控制人发生变化,亦未对公司治理结构及持续经营能力产生重大影响。 杰普特2024年年报显示,黄治家为杰普特的控股股东、实际控制人,黄治家与黄淮是父子关系。同聚同源为公司持股平台,黄治家为同聚同源的执行事务合 伙人。 杰普特于 ...
杰普特股价涨5%,鹏华基金旗下1只基金重仓,持有27.08万股浮盈赚取215.27万元
Xin Lang Cai Jing· 2025-09-18 02:52
Group 1 - The core viewpoint of the news is the performance and financial metrics of Jieput, a company specializing in laser technology and intelligent equipment for precision testing and micro-processing in the semiconductor sector [1] - Jieput's stock price increased by 5% to 166.88 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 15.862 billion CNY [1] - The company's main business revenue composition includes: lasers at 53.32%, laser/optical intelligent equipment at 38.19%, other main businesses at 6.61%, fiber optic devices at 1.81%, and other supplementary sources at 0.07% [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Jieput, with its Penghua New Energy Selected Mixed A Fund holding 270,800 shares, accounting for 2.3% of the fund's net value, making it the seventh-largest holding [2] - The Penghua New Energy Selected Mixed A Fund has a total scale of 449 million CNY and has achieved a year-to-date return of 37.65%, ranking 1987 out of 8172 in its category [2] - The fund manager, Zhang Hongjun, has been in position for nearly four years, with the fund's best return during his tenure being 22.39% and the worst being 1.48% [3]
深圳市杰普特光电股份有限公司关于控股股东及其一致行动人权益变动触及1%刻度的提示性公告
Shang Hai Zheng Quan Bao· 2025-09-17 20:37
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688025 证券简称:杰普特 公告编号:2025-040 深圳市杰普特光电股份有限公司 关于控股股东及其一致行动人 权益变动触及1%刻度的提示性公告 控股股东、实际控制人黄治家及其一致行动人黄淮、厦门市同聚同源咨询管理合伙企业(有限合伙)保证 向本公司提供的信息真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: ■ 一、信息披露义务人及其一致行动人的基本信息 (一)身份类别 ■ (二)信息披露义务人信息 ■ (三)一致行动人信息 ■ 注:1、本次权益变动所涉及股份均享有表决权,不存在表决权委托或受限等任何权利限制或限制转让 的情况; 2、本次权益变动不存在违反《中华人民共和国证券法》《上市公司收购管理办法》等法律法规、上海 证券交易所相关业务规则以及信息披露义务人相关承诺的情形; 3、上表中"变动比例"均为四舍五入保留两位小数后的结果,如出现合计数与各分项数值之和尾数不符 的情况,均为四舍五入所致。 三、其他说明 (一)本次权益变动系公司相关股东主动减持,未触及 ...