（文章来源：证券日报） 证券日报网讯 12月24日，灿勤科技在互动平台回答投资者提问时表示，公司生产经营正常，业务订单 情况良好。相关收入情况请关注公司后续定期报告。 ...

格隆汇12月24日丨灿勤科技(688182.SH)在投资者互动平台表示，公司的产品有应用于星网计划。公司 生产经营正常，业务订单情况良好。公司将与客户保持密切的互动，与客户技术发展保持同步，为公司 未来发展创造条件。 ...

12月24日，灿勤科技涨2.97%，截至发稿，报27.70元/股，成交1.98亿元，换手率1.79%，总市值110.80 亿元。灿勤科技股价已经连续3天上涨，区间累计涨幅6.17%。 资料显示，江苏灿勤科技股份有限公司位于江苏省苏州市张家港保税区金港路266号，成立日期2004年4 月9日，上市日期2021年11月16日，公司主营业务涉及从事微波介质陶瓷元器件的研发、生产和销售。 主营业务收入构成为：滤波器85.93%，低互调无源组件5.92%，HTCC3.34%，天线2.87%，谐振器 1.11%，其他(补充)0.83%。 从基金十大重仓股角度 申万菱信智能生活量化选股混合型发起式A（016515）基金经理为夏祥全。 截至发稿，夏祥全累计任职时间5年66天，现任基金资产总规模5.91亿元，任职期间最佳基金回报 26.03%， 任职期间最差基金回报-26.61%。 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。 责任编辑：小浪快报 数据显示，申万菱信基金旗下1只基金重仓灿 ...

截至9月30日，灿勤科技股东户数1.23万，较上期增加35.65%；人均流通股32536股，较上期减少 26.28%。2025年1月-9月，灿勤科技实现营业收入4.91亿元，同比增长82.47%；归母净利润8623.56万 元，同比增长72.33%。 融券方面，灿勤科技12月23日融券偿还2035.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量4123.00股，融券余额11.09万元，超过近一年90%分位水平，处于高位。 资料显示，江苏灿勤科技股份有限公司位于江苏省苏州市张家港保税区金港路266号，成立日期2004年4 月9日，上市日期2021年11月16日，公司主营业务涉及从事微波介质陶瓷元器件的研发、生产和销售。 主营业务收入构成为：滤波器85.93%，低互调无源组件5.92%，HTCC3.34%，天线2.87%，谐振器 1.11%，其他(补充)0.83%。 12月23日，灿勤科技涨1.97%，成交额2.05亿元。两融数据显示，当日灿勤科技获融资买入额2491.62万 元，融资偿还1616.26万元，融资净买入875.36万元。截至12月23日，灿勤科技融资融券余额合计2.1 ...

Core Viewpoint - The A-share market has seen a strong performance in the telecommunications equipment sector, with several stocks experiencing significant gains [1] Group 1: Stock Performance - Zhongfutong has risen over 11% [1] - Yongding Co., TeFa Information, and Guomai Technology have reached the 10% limit up [1] - Taicheng Light has increased by over 9% [1] - Nanjing Panda has gained over 7% [1] - Guangku Technology has risen by over 6% [1] - Wuhan Fangu has increased by over 5% [1] - Yinghua Electronics has also seen an increase of over 5% [1] - Other companies like Aled, Canqin Technology, Guodun Quantum, and Wanma Technology have risen by over 4% [1]

Core Viewpoint - On December 4th, brokerage firms provided target prices for listed companies, with notable increases in target prices for companies in the coal mining, gaming, and military electronics sectors, specifically Huaihe Energy, Giant Network, and Zhimingda, with target price increases of 46.67%, 44.12%, and 37.65% respectively [1][2]. Group 1: Target Price Increases - Huaihe Energy (600575) received a target price of 5.28 yuan, with a target price increase of 46.67% from Huatai Securities [2]. - Giant Network (002558) has a target price of 57.00 yuan, reflecting a 44.12% increase from CITIC Securities [2]. - Zhimingda (688636) was assigned a target price of 48.00 yuan, indicating a 37.65% increase from CITIC Securities [2]. - Other companies with significant target price increases include Zhend Medical (603301) at 37.21%, Wanfu Biology (300482) at 35.14%, and Yongxin Optical (603297) at 32.22% [2]. Group 2: Brokerage Recommendations - A total of 17 listed companies received brokerage recommendations on December 4th, with notable mentions including Great Wall Motors, Yutong Bus, Jereh, and BYD, each receiving recommendations from two brokerage firms [2][4]. - Great Wall Motors (601633) closed at 21.80 yuan with two brokerage recommendations in the passenger vehicle sector [4]. - Yutong Bus (600066) closed at 33.11 yuan, also receiving two recommendations in the commercial vehicle sector [4]. - Jereh (002353) closed at 66.69 yuan and received two recommendations in the specialized equipment sector [4]. - BYD (002594) closed at 95.24 yuan, with two recommendations in the passenger vehicle sector [4]. Group 3: First Coverage - On December 4th, three companies received initial coverage from brokerages: Cankin Technology, Kaiter Co., and Haidar [5]. - Cankin Technology (688182) was rated "Outperform Industry" by China International Capital Corporation in the communication equipment sector [5]. - Kaiter Co. (920978) received a "Buy" rating from Tianfeng Securities in the automotive parts sector [5]. - Haidar (920699) was rated "Hold" by Dongwu Securities in the home appliance parts sector [5].

Investment Highlights - The company is initiating coverage on Cankin Technology (688182) with an "Outperform" rating and a target price of 27.02 CNY, driven by the ongoing construction of 5G base stations and the expansion of application scenarios that create new demand [1] - The global market for dielectric waveguide filters is expected to grow at a compound annual growth rate (CAGR) of 15.5% from 2024 to 2033, benefiting the company as a leading domestic high-end electronic ceramic component manufacturer [1][2] - The company is optimistic about the development of new 5G application scenarios and the introduction of new HTCC customers, which sets it apart from market expectations [3] Product Development and Capacity Expansion - The company has developed eight ceramic formulation systems in the HTCC field and has completed the development and sampling of over ten types of HTCC packaging products, with a projected revenue growth of 330.01% year-on-year for the HTCC business in 2024 [2] - The production capacity is expected to exceed 750,000 units in 2024, representing a year-on-year increase of over nine times, which will gradually enhance performance as capacity is released [2] Profit Forecast and Valuation - The company forecasts earnings per share (EPS) of 0.31 CNY and 0.37 CNY for 2025 and 2026, respectively, with a CAGR of 58.9% from 2024 to 2026 [5] - Based on a 35 times price-to-earnings ratio for 2028, the target market value is estimated at 10.809 billion CNY, indicating an 11.66% upside potential from the current stock price [5]

Group 1 - The company held its third board meeting on December 2, 2025, with all seven directors present, ensuring compliance with legal and regulatory requirements [2][4][5] - The board approved the proposal to use up to RMB 90 million of temporarily idle self-owned funds for cash management, aimed at improving fund efficiency and increasing returns for shareholders [3][12][18] - The board also approved a proposal for the company and its subsidiaries to apply for a comprehensive credit limit of up to RMB 90 million from banks, valid for twelve months [6][7][8] Group 2 - The cash management will involve purchasing low-risk, high-liquidity financial products, including structured deposits, agreement deposits, and government bond reverse repos, among others [12][16] - The investment period for the cash management is effective for twelve months from the board's approval date, allowing for rolling use of funds within the approved limit [17][18] - The company will ensure that the cash management does not affect its main business operations and will implement risk control measures, including regular audits and oversight by independent directors [22][21]

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 张明双） 每经AI快讯，灿勤科技12月3日晚间发布公告称，公司第三届第四次董事会会议于2025年12月2日在公 司会议室召开。会议审议了《关于公司向银行申请综合授信额度的议案》等文件。 ...

格隆汇12月3日丨灿勤科技(688182.SH)公布，公司于2025年12月2日召开第三届董事会第四次会议，审 议通过了《关于使用部分暂时闲置自有资金进行现金管理的议案》，同意公司及子公司使用不超过人民 币90,000万元（包含本数）的部分闲置自有资金进行现金管理，用于购买安全性高、流动性好、风险 低、可转让可提前支取的理财产品或存款类产品，包括但不限于结构性存款、协定存款、通知存款、定 期存款、大额存单、证券理财产品、收益凭证及国债逆回购品种等。使用期限自公司董事会审议通过之 日起12个月内有效，在前述额度及使用期限范围内，资金可以循环滚动使用。 ...