长川科技涨超7%，续创历史新高；英集芯、盛美上海、京仪装备、正帆科技、中微公司等跟涨。 (本文来自第一财经) ...

国信证券认为，根据SEMI的数据，2Q25全球硅晶圆出货面积为33.27亿平方英寸，连续四个季度同 比正增长，创3Q23以来的新高，我们认为，硅晶圆出货面积的恢复更多代表去库结束和量的增加，同 时考虑到半导体本土化制造带来的需求，建议关注生产链企业。 截至2025年9月25日 10点，上证科创板半导体材料设备主题指数下跌1.62%。成分股方面涨跌互 现，神工股份领涨3.77%，和林微纳上涨2.52%，明志科技上涨1.05%；华峰测控领跌6.80%，京仪装备 下跌5.08%，芯源微下跌4.26%。科创半导体ETF（588170）下跌1.75%，最新报价1.46元。流动性方 面，科创半导体ETF（588170）盘中换手18.85%，成交2.67亿元，市场交投活跃。规模方面，科创半导 体ETF（588170）最新规模达14.30亿元，创成立以来新高。份额方面，科创半导体ETF（588170）最新 份额达9.67亿份，创成立以来新高。从资金净流入方面来看，科创半导体ETF（588170）近6天获得连 续资金净流入，最高单日获得2.22亿元净流入，合计"吸金"5.96亿元，日均净流入达9936.98万元。 消息面上，中 ...

每日经济新闻 每经AI快讯，9月25日，半导体板块多数低开，德明利、江波龙、佰维存储、京仪装备、盛美上海纷纷 跌超3%。 ...

Group 1 - The semiconductor sector continues to experience significant growth, with equipment-related stocks leading the surge [1] - Companies such as ShenGong Co. and Jiangfeng Electronics have reached a 20% limit-up, indicating strong market performance [1] - Other notable performers include Shengmei Shanghai and Weidao Nano, which have seen increases of over 10%, along with Beifang Huachuang, Jingyi Equipment, and Huahai Qingke, which are among the top gainers [1]

证券代码：688607 证券简称：康众医疗 公告编号：2025-038 江苏康众数字医疗科技股份有限公司 关于诉讼进展的公告 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： 一、本次诉讼的基本情况 公司于 2025 年 6 月 30 日就公司与合肥登特菲医疗设备有限公司（以下简称 "登特菲"或"被告"）之间《产品销售合同》《销售订单》之货款纠纷向苏州 工业园区人民法院提起诉讼，并收到受理法院出具的《受理案件通知书》（案号： (2025)苏 0591 民初 14893 号）。具体内容详见公司于 2025 年 7 月 2 日在上海证 券交易所（www.sse.com.cn）披露的《关于公司提起诉讼的公告》（公告编号： 2025-026）。 二、本次诉讼进展情况 案件所处的诉讼阶段：一审已判决，案件已审理终结 上市公司所处的当事人地位：原告 涉案金额：截至本公告披露日，本次案件审理判决的到期货款及逾期付 款违约金合计 15,939,541.72 元，由公司承担的案件受理费、保全费 3,299 元等其他费用等。 对 ...

证券代码：688607 证券简称：康众医疗 公告编号：2025-037 江苏康众数字医疗科技股份有限公司 关于参加 2025 年半年度科创板医疗器械及医疗设备 行业集体业绩说明会的公告 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： 江苏康众数字医疗科技股份有限公司（以下简称"公司"）于 2025 年 8 月 23 日披露了《2025 年半年度报告》。为加强与投资者的深入交流，使投资者更 加全面、深入地了解公司 2025 年半年度经营成果、财务状况，公司拟以网络文 字互动方式参加 2025 年半年度科创板医疗器械及医疗设备行业集体业绩说明 会，欢迎广大投资者积极参与。公司现就 2025 年半年度科创板医疗器械及医疗 设备行业集体业绩说明会提前向广大投资者征集相关问题，广泛听取投资者的意 见和建议。 一、说明会类型 公司董事长、总经理 JIANQIANG LIU（刘建强）先生，财务总监张萍女士， 董事会秘书尹晟先生，独立董事程星宝先生（如有特殊情况，参会人员可能进行 调整）。 四、投资者参加方式 1.投资者可 ...

Group 1 - The medical device sector experienced a decline of 1.78% on September 2, with Jimin Health leading the losses [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Notable gainers in the medical device sector included Wende Biological, which rose by 7.61% to a closing price of 25.58, and Jinhao Medical, which increased by 6.66% to 29.48 [1] Group 2 - Jimin Health saw a significant drop of 10.02%, closing at 11.40, with a trading volume of 1.0859 million shares and a transaction value of 1.331 billion [2] - Other notable decliners included Rejing Biological, which fell by 8.72% to 186.79, and Yikang Haosheng, which decreased by 7.71% to 34.24 [2] - The medical device sector experienced a net outflow of 1.23 billion from major funds, while retail investors contributed a net inflow of 1.011 billion [2]

Core Viewpoint - Kangzhong Medical and Shanghai Bopu Semiconductor Technology Co., Ltd. have signed a strategic cooperation agreement to collaborate on optical sensing and Optical Circuit Switching (OCS) technology in the AI medical field, aiming to innovate and scale the next generation of medical data collection and computing network technology [1] Group 1 - The strategic cooperation agreement was signed on August 29 [1] - The collaboration will focus on research and industrialization in the AI medical sector [1] - The partnership aims to promote innovation and large-scale implementation of new medical data collection and computing network technologies [1]

Core Viewpoint - Kangzhong Medical (康众医疗) reported a transition from profit to loss in the first half of 2025, with significant declines in net profit and cash flow compared to the previous year [1][2]. Financial Performance - The company's revenue for the first half of 2025 was 144.88 million yuan, an increase of 12.41% year-on-year [1]. - The total profit for the period was -717,556.51 yuan, compared to a profit of 8.11 million yuan in the same period last year [1]. - The net profit attributable to shareholders was -739,398.63 yuan, a decline of 110.10% year-on-year [1]. - The net cash flow from operating activities was -49.36 million yuan, a significant drop from 2.78 million yuan in the previous year [1]. - The gross profit margin for the first half of 2025 was 38.90%, down 2.09 percentage points year-on-year [2]. - The net profit margin was -0.47%, a decrease of 6.14 percentage points compared to the same period last year [2]. Expense Analysis - Total operating expenses for the first half of 2025 were 49.48 million yuan, an increase of 2.22 million yuan year-on-year [2]. - The expense ratio was 34.15%, a decrease of 2.52 percentage points from the previous year [2]. - Sales expenses increased by 8.69%, while management expenses rose by 42.56% [2]. - Research and development expenses decreased by 26.21%, and financial expenses increased by 107.53% [2]. Leadership and Company Background - Jianqiang Liu, the Chairman and General Manager, received a salary of 1.987 million yuan in 2024, a slight increase from 1.971 million yuan in the previous year [4]. - Kangzhong Medical, established on May 23, 2007, is located in Suzhou Industrial Park and specializes in the research, production, and sales of digital X-ray flat panel detectors [4].

Group 1 - The core viewpoint of the news is that 康众医疗 (Kangzhong Medical) is experiencing fluctuations in its stock performance and financing activities, with a notable decrease in net profit despite revenue growth [1][2]. - On August 26, 康众医疗's stock price fell by 0.10%, with a trading volume of 88.46 million yuan. The financing buy-in amount was 10.55 million yuan, while the financing repayment was 13.86 million yuan, resulting in a net financing buy-in of -3.31 million yuan [1]. - As of August 26, the total balance of margin trading for 康众医疗 was 166 million yuan, accounting for 6.42% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - As of June 30, 康众医疗 had 4,760 shareholders, an increase of 0.74% from the previous period, while the average number of circulating shares per person decreased by 0.74% to 18,514 shares [2]. - For the first half of 2025, 康众医疗 reported a revenue of 145 million yuan, representing a year-on-year growth of 12.41%. However, the net profit attributable to the parent company was -739,400 yuan, a decrease of 110.10% compared to the previous year [2]. - 康众医疗 has distributed a total of 65.57 million yuan in dividends since its A-share listing, with 10.05 million yuan distributed over the past three years [3].