分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有21只个股上榜；电子、机械设 备等紧随其后，分别有15只、9只个股上榜。 资金流向方面，高换手率个股中，有32股今日获主力资金净流入，净流入金额较多的有汇宇制药、热景 生物、大全能源，净流入金额分别为1.19亿元、7962.57万元、5574.89万元，净流出金额较多的有源杰 科技、炬芯科技、容百科技，净流出金额分别为8245.35万元、8241.45万元、7090.39万元。 从杠杆资金动向看，高换手个股中，共50股近期获杠杆资金净买入，统计显示，截至7月3日，近5日融 资余额增加较多的有科兴制药、微芯生物、瑞可达等，分别增加9752.37万元、9261.48万元、7635.42万 元；融资余额减少金额较多的有荣昌生物、海博思创、广大特材等，分别减少6023.81万元、5671.12万 元、3749.73万元。 科创50指数今日下跌0.01%，报收984.80点，科创板全日成交量29.73亿股，成交额1024.15亿元，加权平 均换手率为1.67%。 证券时报·数据宝统计显示，今日可交易科创板股中，126只股收盘上涨，涨幅超过10%的有5只，涨 ...

Market Overview - The Sci-Tech Innovation Board (STAR Market) index fell by 1.22%, closing at 982.64 points, with a total trading volume of 2.847 billion shares and a turnover of 93.68 billion yuan, resulting in a weighted average turnover rate of 1.60% [1] - Among the tradable stocks on the STAR Market, 105 stocks closed higher, with 3 stocks rising over 10% and 5 stocks rising between 5% and 10%. Conversely, 476 stocks closed lower [1] Trading Activity - The turnover rate distribution shows that 2 stocks had a turnover rate exceeding 20%, 7 stocks had a turnover rate between 10% and 20%, 51 stocks had a turnover rate between 5% and 10%, 84 stocks had a turnover rate between 3% and 5%, 305 stocks had a turnover rate between 1% and 3%, and 139 stocks had a turnover rate below 1% [1] - The stock with the highest turnover rate was Shengke Nano, which closed down 7.26% with a turnover rate of 27.87% and a transaction amount of 245 million yuan. The second highest was Kaiweite, which closed down 9.11% with a turnover rate of 23.34% and a transaction amount of 327 million yuan [1] Sector Performance - In terms of industry, the electronics and pharmaceutical sectors had the most stocks with a turnover rate exceeding 5%, each with 13 stocks [2] - Among high turnover stocks, 18 stocks experienced net inflows of main funds, with the highest net inflows seen in Daqian Energy (129 million yuan), Kexing Pharmaceutical (84.31 million yuan), and Rongbai Technology (82.93 million yuan) [2] Leverage Fund Movements - A total of 43 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro (200 million yuan), Ruikeda (8.35 million yuan), and Shengnuo Biological (7.50 million yuan). Conversely, significant decreases were observed in Rongchang Biological, Juhua Materials, and Guangda Special Materials [2] Notable Stocks - The following stocks had significant trading activity: - Shengke Nano: Latest closing price 26.56 yuan, daily change -7.26%, turnover rate 27.87%, net outflow -33.20 million yuan [3] - Kaiweite: Latest closing price 36.00 yuan, daily change -9.11%, turnover rate 23.34%, net outflow -19.64 million yuan [3] - Daqian Energy: Latest closing price 23.75 yuan, daily change +15.68%, turnover rate 7.23%, net inflow 129.11 million yuan [4]

证券研究报告：社会服务 | 公司点评报告 股票投资评级 买入 |首次覆盖 个股表现 2025-03 2025-04 2025-05 2025-05 2025-06 2025-06 -26% -23% -20% -17% -14% -11% -8% -5% -2% 1% 4% 7% 胜科纳米 社会服务 | 最新收盘价（元） | 28.64 | | --- | --- | | 总股本/流通股本（亿股）4.03 | / 0.33 | | 总市值/流通市值（亿元）116 | / 9 | | 52 周内最高/最低价 | 29.71 / 20.44 | | 资产负债率(%) | 59.4% | | 市盈率 | 130.18 | | 第一大股东 | 李晓旻 | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 胜科纳米(688757) 析微助研，智启芯程 l 投资要点 芯片全科医院，失效分析与材料分析优势显著。作为行业内知名 的半导体 ...

Core Insights - A total of 51 new companies were listed on the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange from January to June 2025, raising a total of 37.3 billion yuan [1] - Among these, 7 companies were listed on the Sci-Tech Innovation Board, collectively raising 5.619 billion yuan [1] Listing Details - The 7 companies that chose the first set of listing standards include: - Ying Shi Innovation (688775.SH) listed on June 11, 2025, raising 1.93807 billion yuan with underwriting fees of 158.3475 million yuan [1] - Han Bang Technology (688755.SH) listed on May 16, 2025, raising 500.94 million yuan with underwriting fees of 37.2891 million yuan [1] - Sheng Ke Nano (688757.SH) listed on March 25, 2025, raising 366.21 million yuan with underwriting fees of 43.9448 million yuan [1] - Hai Bo Si Chuang (688411.SH) listed on January 27, 2025, raising 861.1 million yuan with underwriting fees of 66.4722 million yuan [1] - Xing Fu Electronics (688545.SH) listed on January 22, 2025, raising 1.168 billion yuan with underwriting fees of 82.0755 million yuan [1] - Si Kan Technology (688583.SH) listed on January 15, 2025, raising 568.82 million yuan with underwriting fees of 46.0744 million yuan [1] - Sai Fen Technology (688758.SH) listed on January 10, 2025, raising 215.89 million yuan with underwriting fees of 25.283 million yuan [1] Listing Standards - The listing standards for the Sci-Tech Innovation Board require either: - An expected market value of no less than 1 billion yuan, positive net profits for the last two years, and a cumulative net profit of no less than 50 million yuan, or - An expected market value of no less than 1 billion yuan, positive net profit for the last year, and operating revenue of no less than 100 million yuan [1]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index fell by 0.86%, closing at 994.80 points, with a total trading volume of 3.163 billion shares and a turnover of 111.999 billion yuan, resulting in a weighted average turnover rate of 1.78% [1] - Among the tradable stocks on the STAR Market, 284 stocks closed higher, with 7 stocks rising over 10%, including Qianyan Biology and Kaiweite, which hit the daily limit [1] - The distribution of turnover rates shows that 3 stocks had turnover rates exceeding 20%, 12 stocks between 10% and 20%, 66 stocks between 5% and 10%, 112 stocks between 3% and 5%, 278 stocks between 1% and 3%, and 117 stocks with turnover rates below 1% [1] High Turnover Stocks - The stock with the highest turnover rate was Shengke Nano, which closed up by 1.34% with a turnover rate of 40.88% and a trading volume of 384 million yuan [1] - Xinyu Ren also saw a rise of 1.62% with a turnover rate of 30.86% and a trading volume of 551 million yuan [1] - Other notable stocks with high turnover rates include Naike Equipment, Jintian Titanium Industry, and Kaiweite, with turnover rates of 20.68%, 19.24%, and 17.96% respectively [1] Sector Analysis - In terms of sector performance, among stocks with turnover rates exceeding 5%, the electronics and pharmaceutical industries had the most stocks, each with 23 stocks listed [2] - The stocks with the highest net inflow of funds included Kexing Pharmaceutical, Weixin Bio, and Yingshi Innovation, with net inflows of 97.8036 million yuan, 90.8112 million yuan, and 78.2145 million yuan respectively [2] - Conversely, the stocks with the highest net outflows included Yuanjie Technology, Huafeng Technology, and Huqiang Technology, with net outflows of 68.8015 million yuan, 65.4406 million yuan, and 61.7524 million yuan respectively [2] Recent Trading Data - Recent trading data shows that 55 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro, Liyuanheng, and Juxin Technology, which increased by 132 million yuan, 104 million yuan, and 94.717 million yuan respectively [2] - Stocks with significant decreases in financing balances included Guoda Special Materials, Juhua Materials, and Yingshi Innovation, which decreased by 58.7649 million yuan, 42.0492 million yuan, and 38.6720 million yuan respectively [2] Notable Stocks - Key stocks with significant daily performance include Qianyan Biology, which rose by 20.02%, and Kaiweite, which increased by 19.99% [5] - Other notable performers include Kexing Pharmaceutical, which rose by 15.62%, while stocks like Haitan Ruisheng and Anheng Information saw declines of 6.95% and 6.59% respectively [2][5]

Group 1 - The stock of Victory Nano (688757) closed at 29.71 yuan on June 27, reaching the daily limit with a turnover rate of 48.38% and an amplitude of 21.27%, resulting in a transaction volume of 446 million yuan [2] - The stock was listed on the trading board due to a daily turnover rate exceeding 30% and a daily closing price increase of 15% [2] - The top five trading departments accounted for a total transaction volume of 108 million yuan, with a net buying amount of 42.56 million yuan [2][3] Group 2 - The main capital inflow for the stock was 86.17 million yuan throughout the day [3] - The leading buying department was Guotai Junan Securities Co., Ltd. Shanghai Xuhui District Wanping South Road Securities Department, with a buying amount of 26.12 million yuan [3] - The top selling department was Guotai Junan Securities Co., Ltd. Headquarters, with a selling amount of 8 million yuan [3]

今年以来已发行的科创板公司 证券时报·数据宝统计显示，以发行日期为基准统计，截至6月27日，今年以来科创板累计有7家公司发 行新股，累计募资金额达79.01亿元，单家公司平均募集资金11.29亿元。分区间来看，募资金额超10亿 元的有3家，募资金额5亿元至10亿元的有3家，募资金额在5亿元以下的有1家。 | 代码 | 简称 | 发行日期 | 发行价（元） | 发行市盈率（倍） | 募集资金（亿元） | | --- | --- | --- | --- | --- | --- | | 688729 | 屹唐股份 | 2025.06.27 | 8.45 | 51.55 | 24.97 | | 688775 | 影石创新 | 2025.05.30 | 47.27 | 20.04 | 19.38 | | 688545 | 兴福电子 | 2025.01.13 | 11.68 | 40.46 | 11.68 | | 688411 | 海博思创 | 2025.01.16 | 19.38 | 6.14 | 8.61 | | 688583 | 思看科技 | 2025.01.06 | 33.46 | 23.00 | 5.69 | ...

Group 1 - The stock of Shengke Nano increased by 19.99%, reaching the daily price limit of 15% for stocks with price fluctuation limits [1] - The trading volume showed a significant net buying amount of 4256.28 million, with total buying of 7515.07 million and selling of 3258.80 million [1] - Major buying institutions included Guotai Junan Securities and Huatai Securities, with the top three buying amounts being 2612.35 million, 1685.23 million, and 1266.73 million respectively [2] Group 2 - The largest selling amounts came from Guotai Junan Securities, with a sell amount of 800.00 million, followed by Guoxin Securities and Goldman Sachs (China) with sell amounts of 732.89 million and 585.88 million respectively [2] - The data indicates a strong interest from institutional investors in Shengke Nano, as evidenced by the high net buying figures [1][2]

Group 1 - The investment rating for the company is not explicitly stated in the provided documents [1] - The core viewpoint of the report highlights that the company is a leading semiconductor third-party testing enterprise in China, often referred to as the "chip general hospital" [1][9] - The company has achieved a compound annual growth rate (CAGR) of 35% in revenue and 43% in net profit from 2021 to 2024, with a market share of 7.86% in failure analysis and material analysis in 2023 [1][13][35] Group 2 - The semiconductor third-party testing industry is experiencing growth driven by rapid technological iterations, domestic industrialization, and increased process tolerance requirements [2][33] - The market for third-party laboratory testing is expected to reach 180-200 billion yuan in China by 2027, with a global market size projected to reach 6.677 billion USD [35][36] - The industry is characterized by a fragmented competitive landscape, but leading companies are expected to benefit significantly from the growth in demand and the deepening of the Labless model [2][40] Group 3 - The company has a strong technical capability, covering advanced process testing down to 3nm, and serves over 2,000 global clients, including major semiconductor firms like Qualcomm and Broadcom [3][9] - The company focuses on high-margin services such as failure analysis (FA) and material analysis (MA), which accounted for 97.09% of its revenue in the first half of 2024 [10][44] - The company maintains a high gross margin of 46.86% in 2024, supported by a robust revenue structure and effective cost management [13][24]

证券代码：688757 证券简称：胜科纳米 公告编号：2025-021 胜科纳米（苏州）股份有限公司 2024年年度权益分派实施公告 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： 1. 发放年度：2024年年度 2. 分派对象： 三、 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/27 | 2025/6/30 | 2025/6/30 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 6 月 16 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本403,311,486股为基数，每股派发现 金红利0.149元（含税），共计派发现金红利60,093,411.41元（含税）。 是否涉及差异化分红送转：否 每股分 ...