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净流入A股第一!002463,涨停
新华网财经· 2025-06-18 09:31
从今日盘面上看,半导体产业链午后崛起,同花顺元件、PCB(线路板)、CPO(共封装光电)、存储 芯片、AI PC等板块涨幅居前。草甘膦、美容护理、稀土永磁板块跌幅居前。 6月18日,A股三大指数午后翻红。截至收盘,上证指数涨0.04%,深证成指涨0.24%,创业板指涨 0.23%。全市场成交额为12217亿元。 PCB龙头沪电股份(002463)午后涨停,截至收盘,该股获主力资金净流入7.18亿元,位居A股第一 名。 市场研究机构YOLE Group在最新研报中表示,人工智能的迅猛发展,尤其是大语言模型和生成式AI的 兴起,正在推动CPO的广泛应用。YOLE预计,CPO市场价值到2030年将达到81亿美元,复合年增长率 达137%。这一增长主要由从可插拔光模块向CPO、以及从铜缆向光通信的转变所驱动,旨在应对功 率、密度、可扩展性、带宽和传输距离等方面的挑战。 摩根大通近日发布的研报认为,CPO技术正在加速迈向商业化,行业龙头已在关键赛道上占据有利位 置,或将成为下一轮成长周期的核心受益者。 国元证券研报认为,CPO技术虽然当前产业规模仍较小,但其性能优势显著,长期来看或为数据中心光 电转换模块的终局结构,远 ...
收盘丨创业板指涨0.23%,科创50指数涨0.53%
Di Yi Cai Jing· 2025-06-18 07:26
沪指涨0.04%,深成指涨0.24%,创业板指涨0.23%。科创50指数午后一度冲高,收盘涨0.53%。 6月18日,截至收盘,沪指涨0.04%,深成指涨0.24%,创业板指涨0.23%。科创50指数午后一度冲高, 收盘涨0.53%。 | 全A | | 涨 1812 | 平 126 | 跌 3475 A股成 | | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | 现价 | 涨跌 涨跌幅 | | 1 | 000001 上证指数 | | 3388.81 c | 1.40 0.04% | | 2 | 399001 深证成指 | | 10175.59c | 24.16 0.24% | | 3 | 899050 北班50 | | 1393.44c | -9.11 -0.65% | | ব | 881001 万得全A | | 5165.22c | 0.14 0.00% | | 5 | 000688 科创50 | | 968.18c | 5.10 0.53% | | 6 | 399006 创业板指 | | 2054.73 c | 4.79 0.23% | 沪深两市全天成交额1. ...
算力硬件股再度活跃 生益电子涨超10%创历史新高
news flash· 2025-06-18 02:07
算力硬件股再度走强,生益电子涨超10%创历史新高,联特科技(301205)涨超10%,科翔股份 (300903)、生益科技(600183)、沪电股份(002463)涨超5%,深南电路(002916)、源杰科技、 剑桥科技(603083)等跟涨。 这几只票暗盘资金正在偷偷流入,立即查看>> ...
网络系列报告之CPO概览:光电协同,算力革新
Guoyuan Securities· 2025-06-17 06:13
Investment Rating - The report recommends an "Initial Buy" rating for the CPO technology sector [6]. Core Insights - The CPO (Co-Packaged Optics) technology is gaining attention due to its significant performance advantages, which may lead to it becoming the ultimate structure for optical conversion modules in data centers in the long term [3]. - The report highlights the increasing demand for low power consumption and high-speed rates in clusters, which positions higher integration as a more optimal solution [2]. - The report emphasizes that the current scale of the CPO industry is still small, but the long-term penetration potential is vast, especially with domestic suppliers focusing on upstream participation in the CPO supply chain [3]. Summary by Sections 1. Scaling Law and Computational Demand - The scaling law indicates that model performance is significantly enhanced with increased parameters and computational power, leading to a rapid expansion of computational clusters [14]. - Parallel scaling is identified as a key method to balance computational costs and model performance, directly driving the demand for higher interconnect bandwidth within clusters [17]. 2. CPO Technology Advantages - CPO architecture reduces power consumption to 5-10 pJ/bit, compared to traditional pluggable solutions which consume 15-20 pJ/bit, showcasing a significant efficiency improvement [2]. - The report predicts that by 2027, CPO ports will account for nearly 30% of the total ports for 800G and 1.6T, driven by its performance advantages [2][35]. 3. Key Companies in the Industry - The report identifies several key players in the CPO technology space, including Tianfu Communication, Taicheng Light, and Guangku Technology, which are expected to benefit from their strong customer resources and early layouts in CPO technology [3]. - Taicheng Light has shown a compound annual growth rate of 24.49% in revenue from 2020 to 2024, indicating robust growth potential in the optical device sector [71]. 4. Industry Trends and Future Outlook - The report notes that the demand for CPO technology is expected to accelerate as it offers a "better performance, lower cost" alternative, which can quickly penetrate the market once the technology matures [33]. - The integration of optical components directly into switch ASIC packages is highlighted as a breakthrough that significantly enhances bandwidth, power efficiency, and space efficiency [28].
6月12日科创板主力资金净流出17.45亿元
Sou Hu Cai Jing· 2025-06-12 11:11
Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 10.588 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.745 billion yuan [1] - A total of 232 stocks saw net inflows, while 353 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 261 stocks rose, with one stock, Luopute, hitting the daily limit, while 316 stocks declined [1] - C Yingshi, listed for five days, had the highest decline at 3.82% [1] Fund Flow Analysis - Among the stocks with net inflows, C Yingshi led with a net inflow of 176 million yuan, followed by Maiwei Biology and Yuanjie Technology with net inflows of 73.54 million yuan and 57.62 million yuan, respectively [1][2] - The stock with the highest net outflow was Zhongwei Company, which saw a net outflow of 230 million yuan and a decline of 2.30% [1] Continuous Fund Inflows and Outflows - There are 39 stocks with continuous net inflows for more than three trading days, with Aibo Medical leading at 11 consecutive days of inflow [2] - Conversely, 159 stocks experienced continuous net outflows, with Bohui Technology leading at 15 consecutive days of outflow [2] Top Fund Inflow Stocks - The top stocks by net inflow include: - C Yingshi: 176 million yuan, -3.82% change, 34.20% turnover rate [2] - Maiwei Biology: 73.54 million yuan, 3.72% change, 11.00% turnover rate [2] - Yuanjie Technology: 57.62 million yuan, 3.30% change, 6.29% turnover rate [2] Notable Declines - Stocks with significant declines include: - C Yingshi: -3.82% [2] - Zhongwei Company: -2.30% [1] - Haiguang Information and SMIC also saw notable outflows of 206 million yuan and 192 million yuan, respectively [1]
电子行业跟踪周报:海外ASIC、GPU双旺,国内传统行业AI转型迎来算力消耗拐点-20250608
Soochow Securities· 2025-06-08 03:47
Investment Rating - The report maintains an "Overweight" investment rating for the electronic industry [1] Core Insights - Overseas major companies continue to release better-than-expected performance, while domestic traditional industries are beginning to transform with AI, leading to a turning point in computing power consumption [1] - The performance of the computing power sector has been outstanding, with significant gains in various segments, including PCB/CCL, copper cable, optical chips, and server manufacturing [1] - The report suggests that the computing power-related companies in the A-share market are entering a performance release period after overcoming capacity bottlenecks, and it is recommended to continue monitoring these developments [1] Summary by Sections ASIC and GPU Demand - Credo reported FY25Q4 revenue of $170 million, a year-on-year increase of 180% and a quarter-on-quarter increase of 26%, with a gross margin of 67.4% [2] - Broadcom's FY25Q2 revenue reached $15.004 billion, a historical high with a year-on-year increase of 20% and a gross margin of 79.4% [4] - ASIC demand is expected to remain strong until 2026, with Broadcom anticipating significant deployments of AI accelerators by major clients [8] Optical Modules and Retimer Performance - Credo won a significant DSP order for an 800G transceiver, expected to be deployed in U.S. hyperscale data centers in FY26 [3] - The Retimer segment showed strong performance, driven by high-speed Ethernet solutions [3] Domestic GPU Procurement - The Chinese Agricultural Development Bank initiated a procurement process for domestic GPU servers, with major suppliers like Huawei and Inspur being recognized for their capabilities [11] - The Shanghai Pudong Development Bank also announced a procurement project for Kunpeng chip servers, indicating a growing demand for domestic computing power solutions [12] Industry Performance - Companies like Wistron and Inventec reported significant revenue growth in May, driven by strong demand for AI servers [9][10] - The report highlights the competitive landscape and the technological advancements of domestic GPU server companies [11]
亚马逊加码AI基建,卫星互联网低轨04组卫星成功发射
Tianfeng Securities· 2025-06-07 12:32
本周行业动态: 亚马逊加码 AI 基建,宣布在美国北卡罗来纳州投资约 100 亿美元 亚马逊当地时间 6 月 4 日宣布计划在美国北卡罗来纳州投资约 100 亿美 元,扩展其位于当地的数据中心基础设施以支持 AI 和云计算技术。亚马逊 表示此次投资预计将创造至少 500 个新的高技能工作岗位(包括数据中心 工程师、网络专家、工程运营经理、安全专家等),同时在 AWS 数据中心 供应链中带来数千个其它工作岗位。 卫星互联网低轨 04 组卫星成功发射 行业报告 | 行业研究周报 通信 证券研究报告 亚马逊加码 AI 基建,卫星互联网低轨 04 组卫星成功发射 3、低估值、高分红,云和算力 idc 资源重估:中国移动、中国电信、中国联通。 4、AIDC&散热:重点推荐:英维克(机械联合覆盖)、润泽科技(机械联合覆 盖)、润建股份、光环新网、科华数据(电新联合覆盖)、奥飞数据(计算机联合覆 盖)、数据港(计算机联合覆盖)。建议关注:申菱环境(家电覆盖)、宏景科技、 高澜股份、科创新源等; 5、AIGC 应用/端侧算力,重点推荐:移远通信、广和通、美格智能,建议关注: 彩讯股份、梦网科技、翱捷科技。 二、海风海缆&智能 ...
源杰科技: 陕西源杰半导体科技股份有限公司第二届监事会第十二次会议决议公告
Zheng Quan Zhi Xing· 2025-06-05 13:47
证券代码:688498 证券简称:源杰科技 公告编号:2025-036 二、监事会会议审议情况 经与会监事认真审议,以记名投票方式,通过了如下议案: (一) 审议通过《关于公司取消监事会、修订 <公司章程> 并办理工商变 更登记的议案》 陕西源杰半导体科技股份有限公司 第二届监事会第十二次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 陕西源杰半导体科技股份有限公司(以下简称"公司")第二届监事会第十 二次会议于 2025 年 6 月 5 日在公司会议室以现场结合通讯方式召开。本次会议 通知于 2025 年 5 月 30 日以邮件的方式向全体监事发出,本次会议应出席监事 3 人,实际出席监事 3 人。本次会议由公司监事会主席耿雪女士主持。本次会议的 召集、召开程序符合《中华人民共和国公司法》(以下简称《公司法》)、《中 华人民共和国证券法》等法律、法规和规范性文件以及《陕西源杰半导体科技股 份有限公司章程》(以下简称《公司章程》)的规定,会议决议合法有效。 特此公告。 陕西源杰半导体科 ...
源杰科技: 陕西源杰半导体科技股份有限公司关于召开2024年年度股东会的通知
Zheng Quan Zhi Xing· 2025-06-05 13:47
证券代码:688498 证券简称:源杰科技 公告编号:2025-035 陕西源杰半导体科技股份有限公司 关于召开2024年年度股东会的通知 本次股东会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 非累积投票议案 关于 2024 年年度利润分配方案及 2025 年中期分红规划 的议案 关于公司取消监事会、修订《公司章程》并办理工商变 更登记的议案 本公司董事会及全体董事保证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: 关于修订《防范控股股东及关联方资金占用专项制度》 的议案 注:除审议上述议案外,本次股东会还将听取《2024 年度独立董事述职报告》 本次提交股东会审议的议案已经公司第二届董事会第十五次会议、第二届董事会 第十七次会议、第二届监事会第十次会议、第二届监事会第十二次会议审议通过, 相 关 文 件及公告 已 于 2025 年 4 月 26 日、6 月 6 日在 上海证券交易 所网站 (www.sse.com.cn)及《中国证券报》《上海证券报》《证券时报》《证券日报》 予以披露。 应回避表决的关联股东名称 ...
源杰科技: 陕西源杰半导体科技股份有限公司关于公司取消监事会、修订《公司章程》并办理工商变更登记、修订及制定公司部分治理制度的公告
Zheng Quan Zhi Xing· 2025-06-05 13:47
证券代码:688498 证券简称:源杰科技 公告编号:2025-034 陕西源杰半导体科技股份有限公司 关于公司取消监事会、修订《公司章程》并办理工 商变更登记、修订及制定公司部分治理制度的公告 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。 陕西源杰半导体科技股份有限公司(以下简称"公司")于 2025 年 6 月 5 日召开第二届董事会第十七次会议,审议通过了《关于公司取消监事会、修订< 公司章程>并办理工商变更登记的议案》《关于修订及制定公司部分治理制度的 议案》。同日,第二届监事会第十二次会议,审议通过了《关于公司取消监事 会、修订 <公司章程> 并办理工商变更登记的议案》。现将有关情况公告如下: 一、取消监事会并修订《公司章程》的原因及依据 根据《公司法》《上市公司章程指引(2025 年修订)》的相关规定,结合 公司实际情况,公司将不再设置监事会和监事,公司第二届监事会监事职务自 然免除,监事会的职权由董事会审计委员会行使,《陕西源杰半导体科技股份 有限公司监事会议事规则》等监事会相关制度相应废止。同时《公司章程 ...