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骄成超声股价涨5.26%,浙商证券资管旗下1只基金重仓,持有1.42万股浮盈赚取10.2万元
Xin Lang Cai Jing· 2026-02-26 06:03
2月26日,骄成超声涨5.26%,截至发稿,报143.68元/股,成交4.55亿元,换手率2.86%,总市值166.29 亿元。骄成超声股价已经连续3天上涨,区间累计涨幅6.96%。 资料显示,上海骄成超声波技术股份有限公司位于上海市闵行区沧源路1488号2幢三层,成立日期2007 年2月13日,上市日期2022年9月27日,公司主营业务涉及超声波焊接、裁切设备和配件的研发、设计、 生产与销售,并提供新能源动力电池制造领域的自动化解决方案。主营业务收入构成为:配件31.42%, 新能源电池超声波设备25.86%,服务及其他18.51%,线束连接器超声波设备13.92%,半导体超声波设 备8.03%,非金属超声波设备2.09%,其他(补充)0.18%。 从基金十大重仓股角度 数据显示,浙商证券资管旗下1只基金重仓骄成超声。浙商汇金转型成长(000935)四季度持有股数 1.42万股,占基金净值比例为3.25%,位居第七大重仓股。根据测算,今日浮盈赚取约10.2万元。连续3 天上涨期间浮盈赚取12.62万元。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本 文出现的信息 ...
每周股票复盘:骄成超声(688392)获1040万元政府补助
Sou Hu Cai Jing· 2026-02-14 17:38
关于获得政府补助的公告 上海骄成超声波技术股份有限公司于近日收到政府补助款项人民币1,040万元,属于与收益相关的政府 补助。公司根据《企业会计准则第16号——政府补助》等有关规定,确认上述事项并划分补助类型。上 述政府补助未经审计,具体的会计处理以及对公司损益的影响最终以审计机构年度审计确认后的结果为 准。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 公司公告汇总:收到与收益相关的政府补助1,040万元。 公司公告汇总 截至2026年2月13日收盘,骄成超声(688392)报收于130.31元,较上周的130.51元下跌0.15%。本周, 骄成超声2月13日盘中最高价报135.7元。2月13日盘中最低价报125.68元。骄成超声当前最新总市值 150.81亿元,在电池板块市值排名41/95,在两市A股市值排名1412/5189。 本周关注点 ...
机械行业2026年度策略报告:与时代共舞,拥抱“科技+出海”-20260213
CMS· 2026-02-13 08:04
Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]
骄成超声:公司超声波扫描显微镜可广泛应用于新能源电池、半导体晶圆等工件的内部缺陷检测
Zheng Quan Ri Bao· 2026-02-12 11:37
Core Viewpoint - The company, Jiao Cheng Ultrasonic, is leveraging its advanced ultrasonic scanning microscope technology to tap into opportunities in various high-tech sectors, particularly benefiting from the growth in the semiconductor equipment industry and supportive policies [2] Group 1: Product Applications - The ultrasonic scanning microscope can be widely applied for internal defect detection in various components such as new energy batteries, semiconductor wafers, chips, 2.5D/3D packaging, IGBT power modules, electronic components, liquid cooling plates, diamond composite sheets, and ceramic substrates [2] Group 2: Market Strategy - The company is actively enhancing its product market promotion and aims to benefit from the improving industry conditions and the domestic substitution trend in downstream sectors [2]
2月12日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-12 10:18
Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]
骄成超声:关于获得政府补助的公告
Zheng Quan Ri Bao· 2026-02-12 10:13
Group 1 - The company, Jiao Cheng Ultrasonic, announced the receipt of a government subsidy amounting to 10.4 million RMB, which is classified as a revenue-related government grant [2]
骄成超声(688392) - 关于获得政府补助的公告
2026-02-12 08:15
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。 证券代码:688392 证券简称:骄成超声 公告编号:2026-005 上海骄成超声波技术股份有限公司 关于获得政府补助的公告 公司根据《企业会计准则第 16 号——政府补助》等有关规定,确认上述事 项并划分补助类型。上述政府补助未经审计,具体的会计处理以及对公司损益的 影响最终以审计机构年度审计确认后的结果为准。敬请投资者注意投资风险。 特此公告。 上海骄成超声波技术股份有限公司董事会 2026 年 2 月 13 日 一、获得政府补助的基本情况 上海骄成超声波技术股份有限公司(以下简称"公司")于近日收到政府补 助款项人民币 1,040 万元,属于与收益相关的政府补助。 二、补助的类型及对上市公司的影响 ...
中证2000ETF(563300)开盘涨1.28%,重仓股鼎通科技涨3.78%,骄成超声涨1.90%
Xin Lang Cai Jing· 2026-02-09 11:22
Core Viewpoint - The China Securities 2000 ETF (563300) opened with a gain of 1.28%, priced at 1.500 yuan, indicating positive market sentiment towards small-cap stocks [1] Group 1: ETF Performance - The China Securities 2000 ETF (563300) has a performance benchmark based on the China Securities 2000 Index return [1] - Since its inception on September 6, 2023, the fund has achieved a return of 48.20% [1] - Over the past month, the fund has recorded a return of 5.40% [1] Group 2: Top Holdings Performance - Key stocks in the ETF include: - Ding Tong Technology, which rose by 3.78% [1] - Jiao Cheng Ultrasound, which increased by 1.90% [1] - Ping Tan Development, which fell by 0.26% [1] - Information Development, which gained 1.76% [1] - Chengdu Xian Dao, which rose by 2.18% [1] - Hua Rui Precision, which increased by 0.78% [1] - Ju Xin Technology, which gained 1.59% [1] - Dong Tian Wei, which rose by 3.17% [1] - Zhuo Yi Information, which increased by 4.48% [1] - Shen Gong Co., which rose by 2.72% [1]
骄成超声(688392.SH):鉴霖企管累计减持182.10万股公司股份
Ge Long Hui A P P· 2026-02-06 15:37
Group 1 - The core point of the article is that Jiao Cheng Ultrasonic (688392.SH) has completed a share reduction plan, where Jianlin Management has reduced its holdings by 1.5735% of the company's total share capital, amounting to 1.821 million shares [1] Group 2 - The share reduction was executed through centralized bidding and block trading methods [1] - The reduction plan was fully implemented as of February 6, 2026 [1]
骄成超声(688392) - 股东减持股份结果暨持股5%以上股东持有权益比例降至5%以下的权益变动提示性公告
2026-02-06 10:17
证券代码:688392 证券简称:骄成超声 公告编号:2026-004 上海骄成超声波技术股份有限公司 股东减持股份结果暨持股 5%以上股东持有权益比例降至 5%以下的权益变动提示性公告 本公司董事会、全体董事及相关股东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: 大股东持股的基本情况 本次减持计划实施前,上海骄成超声波技术股份有限公司(以下简称"公 司")的股东上海鉴霖企业管理合伙企业(有限合伙)(以下简称"鉴霖企管") 持有公司股份 7,587,584 股,占公司总股本的 6.56%,其中 6,467,542 股已于 2023 年 9 月 27 日起上市流通,1,120,042 股已于 2025 年 9 月 29 日起上市流通。以上 股份均来源于公司首次公开发行前及上市后资本公积转增股本取得的股份。 减持计划的实施结果情况 公司于 2026 年 1 月 8 日在上海证券交易所网站(www.sse.com.cn)披露了 《持股 5%以上股东减持股份计划公告》(公告编号:2026-002),因自身资金 需求,股东鉴霖企管拟于 ...