12月16日，富创精密大宗交易成交20万股，成交额1445.4万元，占当日总成交额的3.24%，成交价72.27 元，较市场收盘价72.78元折价0.7%。 | 以示量工 日记 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券高稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 奥出营业部 | 是否为专场 | | 025-12-16 | 富创精密 | 688409 | 72.27 1445.4 | 20 | 蒸플透酸的有限 | 爱奇学部详细学 | Ki | ...

本次增持计划尚未实施完毕，沈阳先进将继续实施本次增持计划。 截至本公告披露日，沈阳先进通过上海证券交易所系统以集中竞价交易方式增持了公司股份2,799,823 股，约占公司总股本的0.9143%，成交总额为17,685.49万元人民币(不含交易费用)。 格隆汇12月16日丨富创精密(688409.SH)公布，此前公告称公司大股东沈阳先进制造技术产业有限公司 (以下简称"沈阳先进")拟自该公告披露之日起12个月内，以股票增持专项贷款及自有资金增持公司股 份。增持金额不低于人民币1.2亿元，不超过人民币2.4亿元，增持计划不设定价格区间，沈阳先进将根 据市场整体走势及对公司价值的合理判断，在实施期限内择机实施增持计划。(以下简称"本次增持计 划") ...

智通财经APP讯，富创精密(688409.SH)发布公告，截至本公告披露日，沈阳先进通过上海证券交易所 系统以集中竞价交易方式增持了公司股份279.98万股，约占公司总股本的0.9143%，成交总额为1.77亿 元。 ...

截至本公告披露日，沈阳先进通过上海证券交易所系统以集中竞价交易方式增持了公司股份2,799,823 股，约占公司总股本的0.9143%，成交总额为17,685.49万元人民币(不含交易费用)。 格隆汇12月16日丨富创精密(688409.SH)公布，此前公告称公司大股东沈阳先进制造技术产业有限公司 (以下简称"沈阳先进")拟自该公告披露之日起12个月内，以股票增持专项贷款及自有资金增持公司股 份。增持金额不低于人民币1.2亿元，不超过人民币2.4亿元，增持计划不设定价格区间，沈阳先进将根 据市场整体走势及对公司价值的合理判断，在实施期限内择机实施增持计划。(以下简称"本次增持计 划") 本次增持计划尚未实施完毕，沈阳先进将继续实施本次增持计划。 ...

证券代码：688409 证券简称：富创精密 公告编号：2025-084 沈阳富创精密设备股份有限公司 关于大股东增持进展的公告 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、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况 沈阳富创精密设备股份有限公司（以下简称"公司"）于 2025 年 5 月 6 日在 上海证券交易所网站（www.sse.com.cn）披露了《关于大股东以专项贷款和自有 资金增持公司股份计划的公告》（公告编号：2025-027）。公司大股东沈阳先进制 造技术产业有限公司（以下简称"沈阳先进"）拟自该公告披露之日起 12 个月内， 以股票增持专项贷款及自有资金增持公司股份。增持金额不低于人民币 1.2 亿元， 不超过人民币 2.4 亿元，增持计划不设定价格区间，沈阳先进将根据市场整体走 势及对公司价值的合理判断，在实施期限内择机实施增持计划。（以下简称"本次 增持计划"） 增持计划的实施进展 截至本公告披露日，沈阳先进通过上海证券交易所系统以集中竞价交易方式 增持了公司股份 2,799,823 股，约占公司总股 ...

格隆汇12月16日｜富创精密公告，截至本公告披露日，大股东沈阳先进通过上海证券交易所系统以集中 竞价交易方式增持了公司股份279.98万股，约占公司总股本的0.9143%，成交总额为1.77亿元人民币。 ...

富创精密公告，截至本公告披露日，大股东沈阳先进通过上海证券交易所系统以集中竞价交易方式增持 了公司股份279.98万股，约占公司总股本的0.9143%，成交总额为1.77亿元人民币（不含交易费用）。 ...

神工股份跌超10%，摩尔线程跌逾5%，艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) 神工股份跌超10%，摩尔线程跌逾5%，艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) ...

Core Viewpoint - Recently, Fuchuang (Nantong) Precision Sheet Metal Co., Ltd. was established with a registered capital of 60 million yuan, focusing on manufacturing and selling semiconductor device specialized equipment, metal processing machinery, and providing 3D printing and additive manufacturing services [1] Company Summary - The legal representative of the newly established company is Chen Xiyao [1] - The company is wholly owned by Fuchuang Precision through indirect shareholding [1] Industry Summary - The business scope includes manufacturing and sales of specialized equipment for semiconductor devices, which indicates a focus on the semiconductor industry [1] - The inclusion of 3D printing and additive manufacturing services suggests an alignment with advanced manufacturing trends [1]

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]