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芯片产业“惊喜”,为何集中在深圳出现|湾区观察
Di Yi Cai Jing· 2025-10-16 14:40
Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) commenced in Shenzhen amidst threats from the U.S. to tighten high-tech exports to China, showcasing top global semiconductor companies and highlighting domestic leaders like North Huachuang and Shanghai Microelectronics [1][2] - Shenzhen's semiconductor industry has achieved significant growth, with the industry scale projected to reach 256.4 billion yuan in 2024, a year-on-year increase of 26.8%, and 142.4 billion yuan in the first half of 2025, up 16.9% year-on-year [2][3] Industry Developments - EDA tools are essential for chip and electronic design, with Shenzhen's new EDA software achieving world-class standards in key design metrics [2] - The release of a new generation of high-speed oscilloscopes by Shenzhen Wanlian Technology marks a significant advancement, breaking the Western monopoly in the high-end oscilloscope market [2] Government Support and Policies - Shenzhen has implemented several action plans to support the semiconductor industry, including financial incentives for chip design and core equipment development, significantly reducing the cost burden on R&D units [3][4] - The establishment of the Shenzhen Semiconductor and Integrated Circuit Industry Investment Fund, with an initial scale of 5 billion yuan, aims to invest in semiconductor equipment, components, and chip design [4] Talent and Collaboration - Shenzhen is actively building a multi-level talent pool for the integrated circuit industry, enhancing recruitment mechanisms and supporting universities to establish relevant programs [4][5] - The city has created a comprehensive service platform for the semiconductor industry, including industry alliances and professional exhibitions, to stimulate innovation and match supply and demand effectively [5]
大基金概念板块10月15日涨1.26%,华大九天领涨,主力资金净流出23.87亿元
Sou Hu Cai Jing· 2025-10-15 09:05
Market Performance - The large fund concept sector increased by 1.26% on October 15, with Huada Jiutian leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Large Fund Concept Sector - Huada Jiutian (301269) closed at 135.42, up 7.30% with a trading volume of 267,300 shares and a transaction value of 3.581 billion [1] - Shengke Communication (688702) closed at 116.35, up 3.79% with a trading volume of 40,000 shares and a transaction value of 461 million [1] - Changdian Technology (600584) closed at 41.92, up 2.77% with a trading volume of 841,200 shares and a transaction value of 3.448 billion [1] Top Losers in Large Fund Concept Sector - Zhichun Technology (603690) closed at 37.00, down 8.48% with a trading volume of 1,205,900 shares and a transaction value of 4.518 billion [2] - Hushi Silicon Industry (688126) closed at 27.08, down 2.62% with a trading volume of 606,800 shares and a transaction value of 1.642 billion [2] - Sitwei (688213) closed at 108.39, down 2.44% with a trading volume of 87,100 shares and a transaction value of 940 million [2] Fund Flow Analysis - The large fund concept sector experienced a net outflow of 2.387 billion from institutional investors, while retail investors saw a net inflow of 2.344 billion [2][3] - The top stocks by net inflow from retail investors included Deep South Circuit (002916) with 41.41 million and North Huachuang (002371) with 45.73 million [3] Summary of Individual Stock Performance - Deep South Circuit (002916) had a net inflow of 41.41 million from retail investors, while institutional investors had a net outflow of 1.23 billion [3] - North Huachuang (002371) saw a net inflow of 45.73 million from retail investors, with a net outflow of 1.61 billion from institutional investors [3] - Huada Jiutian (301269) had a net inflow of 46.12 million from retail investors, while institutional investors had a net outflow of 462 million [3]
自主可控大势已定,看好平台型半导体设备供应商 | 投研报告
本周(2025/10/06-2025/10/10)沪深300指数-0.51%,其中机械设备板块-0.26%,申万一 级行业排名19/31位。机械设备子板块中,轨交设备Ⅲ+2.81%,表现最佳。本周机械设备行 业PE-TTM估值-0.18%。子板块PE-TTM抬升幅度前三子板块为:轨道交通Ⅲ+2.77%,工程 器件+2.75%,印刷包装机械+2.34%;回调幅度前三子板块为:激光设备-6.18%,其他自动 化-3.54%,楼宇设备-2.11%。 产业端本周重要变化: 半导体设备:我们认为当下市场对半导体自主可控的交易逻辑,正从早期"个别设备或 材料环节能否实现技术突破或客户导入"向"能否提供面向先进制程的系统性解决方案"转 变。 爱建证券近日发布智能制造行业周报:本周(2025/10/06-2025/10/10)沪深300指 数-0.51%,其中机械设备板块-0.26%,申万一级行业排名19/31位。机械设备子板块中,轨 交设备Ⅲ+2.81%,表现最佳。本周机械设备行业PE-TTM估值-0.18%。子板块PE-TTM抬升 幅度前三子板块为:轨道交通Ⅲ+2.77%,工程器件+2.75%,印刷包装机械+2.34%; ...
拓荆科技10月13日获融资买入2.16亿元,融资余额9.94亿元
Xin Lang Cai Jing· 2025-10-14 01:35
10月13日,拓荆科技涨1.22%,成交额25.14亿元。两融数据显示,当日拓荆科技获融资买入额2.16亿 元,融资偿还2.24亿元,融资净买入-865.61万元。截至10月13日,拓荆科技融资融券余额合计10.11亿 元。 融资方面,拓荆科技当日融资买入2.16亿元。当前融资余额9.94亿元,占流通市值的1.32%,融资余额 超过近一年90%分位水平,处于高位。 融券方面,拓荆科技10月13日融券偿还2397.00股,融券卖出2500.00股,按当日收盘价计算,卖出金额 67.06万元;融券余量6.32万股,融券余额1695.34万元,超过近一年90%分位水平,处于高位。 资料显示,拓荆科技股份有限公司位于辽宁省沈阳市浑南区水家900号,成立日期2010年4月28日,上市 日期2022年4月20日,公司主营业务涉及高端半导体专用设备的研发、生产、销售和技术服务。主营业 务收入构成为:半导体专用设备96.47%,其他(补充)3.53%。 截至6月30日,拓荆科技股东户数1.41万,较上期减少4.69%;人均流通股19794股,较上期增加 89.04%。2025年1月-6月,拓荆科技实现营业收入19.54亿元, ...
【读财报】9月上市公司定增动态:实际募资总额1447亿元,中国船舶、芯联集成募资额居前
Xin Hua Cai Jing· 2025-10-13 23:12
新华财经北京10月14日电统计显示,2025年9月,A股上市公司共计实施定增15起,同比上升200%;实际募资总额约1447.14亿元,同比上升10359%。 按照首次披露预案日口径统计,2025年9月A股上市公司定增预案发布数量共计33起,拟募资规模约326亿元,同比上升37.45%。其中,拓荆科技、中材科技 等企业拟募资规模相对靠前。 9月实际募资约1447亿元 根据信披数据,以定增股份上市日统计,2025年9月A股上市公司共计实施定增15起,同比上升200%;实际募集资金合计约1447.14亿元,同比上升 10356%、环比上升695%。 图1:2024年9月以来A股实施定增数量及实际募集总额 2025年9月实施定增的上市公司中,中国船舶的实际募资额排在首位。中国船舶新增股份数量为30.53亿股,发行价格为37.59元/股,实际募资总额为1147.7 亿元,募集资金净额拟用于吸收合并中国船舶重工股份有限公司。 实际募资额排在第二位的是芯联集成。该公司9月增发新股约13.14亿股,发行价格为4.04元/股,实际募资总额为53.07亿元,募集资金净额拟用于购买芯联 越州集成电路制造(绍兴)有限公司72.33 ...
拓荆科技股份有限公司关于召开2025年半年度业绩说明会的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688072 证券简称:拓荆科技 公告编号:2025-061 拓荆科技股份有限公司 关于召开2025年半年度业绩说明会的公告 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。 重要内容提示: ● 投资者可于2025年10月13日(星期一)至10月17日(星期五)16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱ir@piotech.cn进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 拓荆科技股份有限公司(以下简称"公司")已于2025年8月26日发布公司2025年半年度报告,为便于广 大投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司计划于2025年10月20日(星期 一)13:00-14:00举行2025年半年度业绩说明会,在信息披露允许的范围内就投资者普遍关注的问题进行 回答。 一、说明会类型 本次投资者说明会以网络互动形式召开,公司将针对2025年半年度的经营成果及财务指标的具体情况与 投资者进行互动交流 ...
拓荆科技(688072) - 关于召开2025年半年度业绩说明会的公告
2025-10-13 09:45
证券代码:688072 证券简称:拓荆科技 公告编号:2025-061 拓荆科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 (一)会议召开时间:2025 年 10 月 20 日(星期一)13:00-14:00 (二)会议召开地点:上证路演中心(http://roadshow.sseinfo.com/) 重要内容提示: 会议召开时间:2025 年 10 月 20 日(星期一)13:00-14:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络文字互动问答 投资者可于 2025 年 10 月 13 日(星期一)至 10 月 17 日(星期五)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@piotech.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 拓荆科技股份有限公司 ...
OPENAI发布Sora2,国产算力存力持续看好
East Money Securities· 2025-10-10 09:03
Investment Rating - The report maintains a "stronger than the market" rating for the electronic industry, indicating a positive outlook for the sector [2][31]. Core Viewpoints - The report expresses optimism regarding the overall opportunities in the computing power and storage industry chains, particularly focusing on domestic computing power and storage sectors. It highlights improvements in supply-side conditions for domestic computing chips and increasing demand driven by AI-related capital investments [2][31]. - The report anticipates a significant increase in demand for DRAM and NAND due to the continuous release of large models, with expectations for a major expansion year for storage in the upcoming year [2][31]. Summary by Sections Market Review - The electronic industry outperformed the overall market during the week of September 29-30, with the Shenwan Electronic Index rising by 2.78%, ranking 6th among 31 Shenwan industries. Year-to-date, the index has increased by 53.51%, ranking 3rd [12][31]. Weekly Focus - OpenAI's release of the Sora 2 model is expected to significantly increase demand for computing and storage capabilities. Additionally, Samsung and SK Hynix have signed an agreement to supply memory chips for OpenAI's data centers, indicating a growing collaboration in the AI sector [25][27]. - The report notes that Longxin Technology is progressing towards its IPO, which is anticipated to enhance its market presence in the DRAM sector [29][30]. - The report also mentions that major DRAM manufacturers have paused pricing for a week, which may lead to a price increase of over 30% in the fourth quarter [30][31]. Industry Opportunities - The report emphasizes the potential in the domestic computing power chain, highlighting key players such as Cambricon, Haiguang Information, and Chipone. It also points out the expected growth in the storage sector, particularly for NAND and DRAM, driven by new product launches from Yangtze Memory Technologies and Longxin [2][31]. - The overseas computing power chain is also noted for its rapid growth, with significant capacity expansions expected in PCB manufacturing [31]. Valuation - As of October 9, 2025, the electronic industry's valuation (PE-TTM) stands at 67.72 times, which is considered to be at a historical mid-level [20][23].
电子行业点评:美或扩大限制范围,国产设备有望受益
Minsheng Securities· 2025-10-10 03:26
Investment Rating - The report maintains a "Recommended" rating for the semiconductor equipment sector [4] Core Insights - The U.S. may expand export restrictions on semiconductor equipment, which could benefit domestic manufacturers in China [1] - U.S. semiconductor equipment manufacturers heavily rely on the Chinese market, with significant revenue contributions from China [2] - The ongoing U.S.-China trade tensions may accelerate the push for self-sufficiency in the semiconductor industry [2] - Domestic semiconductor equipment manufacturers are making progress in high-end equipment sectors, with several notable companies emerging [3] - Investment suggestions focus on domestic alternatives in the semiconductor equipment supply chain [3] Summary by Sections Section 1: U.S. Export Restrictions - The U.S. House of Representatives proposed nine recommendations to expand export restrictions on semiconductor equipment to China, affecting both basic and advanced chip manufacturing [1] Section 2: Revenue Dependence on China - In 2024, the top 10 global semiconductor equipment manufacturers are projected to generate over $110 billion in revenue, with the top five accounting for nearly $90 billion, representing 85% of the total [2] - Major U.S. companies like AMAT, LAM, and KLA derive significant portions of their revenue from the Chinese market, with sales exceeding $200 billion collectively [2] Section 3: Domestic Equipment Manufacturers - A number of domestic companies are emerging in the semiconductor equipment sector, achieving high localization rates in certain equipment categories [3] - The report highlights the need for continued focus on domestic alternatives to mitigate reliance on foreign technology [3] Section 4: Investment Recommendations - The report suggests monitoring domestic semiconductor equipment manufacturers and related supply chain components as potential investment opportunities [3]
拓荆科技10月9日获融资买入2.72亿元,融资余额10.14亿元
Xin Lang Cai Jing· 2025-10-10 01:42
截至6月30日,拓荆科技股东户数1.41万,较上期减少4.69%;人均流通股19794股,较上期增加 89.04%。2025年1月-6月,拓荆科技实现营业收入19.54亿元,同比增长54.25%;归母净利润9428.80万 元,同比减少26.96%。 分红方面,拓荆科技A股上市后累计派现1.74亿元。 机构持仓方面,截止2025年6月30日,拓荆科技十大流通股东中,华夏上证科创板50成份ETF (588000)位居第四大流通股东,持股779.38万股,相比上期减少8.02万股。香港中央结算有限公司位 居第五大流通股东,持股682.77万股,相比上期增加119.26万股。易方达上证科创板50ETF(588080) 位居第六大流通股东,持股579.02万股,相比上期增加19.25万股。诺安成长混合A(320007)位居第七 大流通股东,持股454.88万股,相比上期减少18.47万股。嘉实上证科创板芯片ETF(588200)位居第九 大流通股东,持股332.19万股,相比上期增加31.98万股。银华集成电路混合A(013840)、华夏国证半 导体芯片ETF(159995)退出十大流通股东之列。 责任编辑:小浪快报 ...