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科创板第600家公司上市 强一股份十年攻坚打破垄断
Zheng Quan Shi Bao· 2025-12-30 18:20
Core Insights - Strong One Co., Ltd. officially became the 600th listed company on the Sci-Tech Innovation Board, marking a significant milestone in its journey from facing technological barriers to becoming a top player in the global semiconductor probe card industry [2][3] - The company has successfully developed its own technology and patents, achieving a total of 182 domestic invention patents by September 30, 2025, and has positioned itself among the top six globally in the probe card sector [3][4] Company Development - The probe card industry has been historically dominated by foreign manufacturers, creating significant challenges for domestic companies due to technology and material barriers [3] - Strong One was founded in 2015 with the mission to provide China with independent choices in semiconductor core hardware, leading to a decade-long effort to overcome technical challenges [3][4] Technological Advancements - The company emphasizes the importance of long-term commitment to core technology for achieving self-sufficiency in the semiconductor industry [4] - Strong One has made breakthroughs in 2D/2.5D MEMS probe cards, enhancing product performance in terms of current tolerance and testing lifespan, which supports the development of domestic chip industries [4] Strategic Initiatives - Following its listing, Strong One plans to invest raised funds into R&D and production projects in Nantong and Suzhou, creating a closed-loop system of "R&D—Production—Validation" [5][6] - The Nantong project focuses on expanding high-end probe card production capacity, while the Suzhou project aims at advancing core technology and domestic material substitution [5][6] Competitive Advantages - Strong One's competitive edge lies in its technology, cost-effectiveness, and service quality, with a focus on local production and rapid delivery of customized solutions [6] - The company has established stable orders with over 400 domestic clients in chip design, wafer foundry, and packaging testing sectors, enhancing its market position [6] Market Outlook - The semiconductor industry is expected to see sustained demand growth, driven by emerging sectors like cloud services and artificial intelligence, alongside domestic and global capacity expansions [7] - Strong One anticipates a shift in the competitive landscape, with domestic manufacturers gaining market share due to technological advancements and local service advantages [7] Future Plans - The company aims to maintain high R&D investment, focusing on the development of advanced MEMS and high-frequency probe cards, while exploring potential mergers and acquisitions to enhance industry collaboration [8] - Strong One's goal is to become a globally competitive domestic probe card manufacturer, contributing to the self-sufficiency of China's semiconductor hardware [8]
主力资金 | 大手笔抢筹,这两股被盯上!
Group 1: Market Overview - On December 30, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 23.83 billion yuan, with the ChiNext board seeing a net outflow of 7.86 billion yuan, while the CSI 300 index had a net inflow of 0.375 billion yuan [1] - Among the 14 first-level industries, 11 saw net inflows of main funds, with the machinery equipment, automotive, and media sectors leading with inflows exceeding 2 billion yuan each [1] - The petroleum and petrochemical sector had the highest increase at 2.63%, while the commercial retail sector saw the largest decline at 1.56% [1] Group 2: Individual Stocks - Two robotics concept stocks, Sanhua Intelligent Control and Shanzhi High-Tech, had net inflows exceeding 1.5 billion yuan, ranking among the top [2] - New stocks N Qiang Yi and N Shuang Xin saw net inflows of 0.968 billion yuan and 0.76 billion yuan respectively, with both stocks closing with gains exceeding 160% on their first trading day [4] - The top three stocks with the highest net inflows included Sanhua Intelligent Control with 2.8 billion yuan, Shanzhi High-Tech with 1.535 billion yuan, and N Qiang Yi with 0.968 billion yuan [5] Group 3: Fund Outflows - Over 120 stocks experienced net outflows exceeding 1 billion yuan, with five stocks seeing outflows over 1 billion yuan, including Jin Feng Technology and Aerospace Development [6] - Jin Feng Technology had the highest net outflow at 2.938 billion yuan, followed by Aerospace Development with 2.283 billion yuan [7] - The commercial aerospace concept stock Shen Jian Co. saw a limit down, with significant net selling from notable trading desks [6] Group 4: Tail-End Trading - At the end of the trading day, the main funds had a net outflow of 4.017 billion yuan, with the ChiNext board experiencing a net outflow of 0.887 billion yuan [8] - Three stocks, including Sanhua Intelligent Control and N Qiang Yi, had net inflows exceeding 1.4 billion yuan at the tail end of trading [8] - Jin Feng Technology led the net outflows at the end of the day with 3.158 billion yuan, followed by Aerospace Development and Pingtan Development [10]
半导体板块12月30日涨1.62%,N强一领涨,主力资金净流入4.32亿元
Core Viewpoint - The semiconductor sector experienced a rise of 1.62% on December 30, with N Qiang leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, down 0.0% [1]. Group 1: Stock Performance - N Qiang (688809) closed at 226.01, up 165.61% with a trading volume of 180,700 shares [1]. - Other notable gainers include: - Saiwei Electronics (300456) at 62.15, up 10.47% with a volume of 1,204,000 shares [1]. - New Xiangwei (688593) at 20.90, up 9.54% with a volume of 215,300 shares [1]. - Dongxin Co. (688110) at 134.91, up 9.49% with a volume of 385,100 shares [1]. - Zhuosheng Micro (300782) at 82.40, up 8.09% with a volume of 384,000 shares [1]. Group 2: Capital Flow - The semiconductor sector saw a net inflow of 432 million yuan from institutional investors, while retail investors contributed a net inflow of 1.774 billion yuan [2]. - Notable capital flows include: - N Qiang (688809) had a net inflow of 18.24 billion yuan from institutional investors, but a net outflow of 1.173 billion yuan from retail investors [3]. - Saiwei Electronics (300456) experienced a net inflow of 588 million yuan from institutional investors, with a net outflow of 110 million yuan from retail investors [3]. - Haiguang Information (688041) had a net inflow of 423 million yuan from institutional investors [3].
科创板第600家上市公司来了!强一股份上市首日收涨165.61% 系国产半导体探针卡龙头
Sou Hu Cai Jing· 2025-12-30 08:45
Group 1 - The core viewpoint of the article is that Qiangyi Co., a leading domestic semiconductor probe card manufacturer, successfully listed on the Sci-Tech Innovation Board, bringing the total number of listed companies to 600 [1][6] - Qiangyi Co. issued shares at a price of 85.09 yuan per share with a price-to-earnings ratio of 48.55 times, and on its first trading day, the stock opened at 265.60 yuan, closing with a gain of 165.61% at 226.01 yuan, resulting in a market capitalization of 29.28 billion yuan [1][4] - If investors sold at the highest price of 276.82 yuan during the day, they would have made a profit of 95,900 yuan [1] Group 2 - Qiangyi Co. focuses on the research, design, production, and sales of probe cards, ranking ninth globally in 2023 and sixth in 2024 in the semiconductor probe card industry [3] - The company is expanding into the storage sector, having developed 2.5D MEMS probe cards for HBM and NOR Flash, and is targeting major domestic players like Changxin Memory and Yangtze Memory Technologies [3][5] - Financial performance shows revenue growth from 254 million yuan in 2022 to an expected 950 million to 1.05 billion yuan in 2025, with net profit projected to increase significantly [4]
强一股份科创板上市 深耕高端探针卡领域再出发
Zheng Quan Ri Bao Wang· 2025-12-30 07:57
Core Viewpoint - Qiangyi Semiconductor (Suzhou) Co., Ltd. has officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, becoming the 600th listed company, focusing on high-end probe card development to support domestic semiconductor hardware independence [1][2]. Company Overview - The company was founded in 2015 by Chairman Zhou Ming, who identified market opportunities in the domestic probe card industry, which has been dominated by foreign manufacturers [1]. - Qiangyi Semiconductor has developed a product matrix that includes 2D/2.5D MEMS probe cards, thin-film probe cards, and cantilever probe cards, serving over 400 clients across various sectors [1][2]. Financial Performance - Revenue increased from 254 million yuan in 2022 to 641 million yuan in 2024, with a non-GAAP net profit rising from 13.84 million yuan to 22.7 million yuan during the same period [2]. - In the first half of 2025, the company achieved revenue of 374 million yuan and a non-GAAP net profit of 13.7 million yuan, with a gross margin of 68.99% [2]. Technological Development - As of September 30, 2025, the company holds 24 core technologies and has obtained 182 authorized patents, including 72 domestic invention patents and 6 overseas invention patents [2]. - Continuous R&D innovation is emphasized as a core strategy for maintaining competitiveness, with a focus on creating a virtuous cycle of "R&D - transformation - iteration" [2]. Future Plans - The company plans to use the 2.756 billion yuan raised from its IPO to invest in the Nantong probe card R&D and production project, as well as the Suzhou headquarters and R&D center [2]. - Future goals include enhancing R&D efforts to meet diverse wafer testing needs, improving product performance, expanding product variety, and actively seeking new domestic and international clients [2][3]. Industry Outlook - The demand for high-precision probe cards is expected to grow due to advancements in semiconductor processes and developments in downstream sectors such as artificial intelligence and automotive electronics [3]. - The probe card industry is anticipated to experience sustained growth over the next 3 to 5 years, driven by industry expansion and technological advancements [3].
强一股份超募10亿首日涨166% 开盘价买当天亏损15%
Zhong Guo Jing Ji Wang· 2025-12-30 07:28
中国经济网北京12月30日讯 强一半导体(苏州)股份有限公司(股票简称:强一股份,股票代 码:688809)今日在上交所科创板上市,截至收盘报开盘报265.60元,收盘报226.01元,上涨 165.61%,振幅66.51%,成交额43.45亿元,换手率74.20%,总市值292.82亿元。如果今日开盘价买入强 一股份,截至收盘将亏损14.91%。 公司是一家专注于服务半导体设计与制造的高新技术企业,聚焦晶圆测试核心硬件探针卡的研发、 设计、生产与销售。 公司控股股东、实际控制人为周明。本次发行前,周明直接持有公司27.93%的股份;周明作为公 司股东新沂强一、知强合一和众强行一的执行事务合伙人,间接控制公司13.83%的股份;公司股东徐 剑、刘明星、王强分别持有发行人1.58%、2.08%、4.63%的股份,其已与周明签订《一致行动协议》, 系周明的一致行动人,在公司所有重大事项的决策和行动上与周明保持一致。因此,周明及其一致行动 人合计控制公司50.05%的股份。 本次发行后,周明仍为公司控股股东、实际控制人。本次发行后,周明直接持有公司20.95%的股 份,为公司第一大股东;作为公司股东新沂强一、知强合 ...
N强一首日涨165.61% 成交43.45亿元
Group 1 - N Qiang Yi (688809) was listed today, opening with a rise of 212.14%, and closing with a gain of 165.61%, with a total trading volume of 18.069 million shares and a turnover of 4.345 billion yuan, resulting in a turnover rate of 74.20% [2] - The company is primarily engaged in the research, design, production, and sales of probe cards [3] - The total issuance amount for the company was 32.3899 million shares, with an online issuance volume of 10.365 million shares, an issuance price of 85.09 yuan per share, and an issuance price-to-earnings ratio of 48.55 times, compared to the industry average of 57.92 times [3] Group 2 - The final online issuance lottery rate for the company was 0.02295383% [3] - The first-day performance of newly listed stocks included N Shuangxin with a closing price of 19.68 yuan and a rise of 187.30% with a turnover rate of 72.62%, and N Yufan with a closing price of 50.01 yuan and a rise of 124.36% with a turnover rate of 75.03% [3]
科创板上市公司数量达600家
Bei Jing Shang Bao· 2025-12-30 07:12
北京商报讯(记者 马换换 王蔓蕾)12月30日,伴随着强一股份(688809)上市,科创板上市公司数量 达到600家。 经统计,2025年科创板新股发行数量达19只,其中沐曦股份首日涨幅最高,达692.95%。 从600只科创板个股上市首日表现来看,纳微科技表现最好,公司于2021年6月23日登陆科创板,首日收 涨1273.98%,也系唯一一只首日涨超1000%的个股。首日表现排名第二、第三的分别是国盾量子、科德 数控,涨幅分别为923.91%、853.04%。 交易行情显示,强一股份上市首日大幅高开212.14%,开盘后保持高位震荡态势。截至当日收盘,公司 股价收涨165.61%,收于226.01元/股,总市值292.8亿元。 另外,经计算,600只科创板个股上市首日平均涨幅为129.08%。 ...
首日高开212.14%!“国产探针卡第一股”强一股份,登陆科创板
Core Viewpoint - Strong One Co., Ltd., known as the "first domestic probe card stock," has been listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, marking it as the 600th listed company on the board and the 11th new A-share listed company in Suzhou this year [1][3]. Company Overview - Strong One is a high-tech enterprise focused on the research, design, production, and sales of probe cards, which are essential hardware for wafer testing in semiconductor design and manufacturing [3]. - The company has mastered MEMS probe manufacturing technology through independent research and is the only domestic company among the top ten global semiconductor probe card manufacturers [3][11]. Financial Performance - The company issued shares at a price of 85.09 yuan per share, with an opening price of 265.60 yuan, reflecting a 212.14% increase. As of the report, the stock price was 232.55 yuan, up 173.3% [1]. - Strong One's revenue figures from 2022 to the first half of 2025 are as follows: 2.54 billion yuan in 2022, 3.54 billion yuan in 2023, 6.41 billion yuan in 2024, and 3.74 billion yuan in the first half of 2025. The net profit attributable to the parent company for the same periods was 0.16 billion yuan, 0.19 billion yuan, 2.33 billion yuan, and 1.38 billion yuan respectively [12]. Future Plans - The company aims to enhance the precision, stability, and durability of its 2D/2.5D MEMS probe cards while expanding into automotive electronics and industrial chip testing solutions [12]. - Strong One is committed to achieving self-sufficiency in probe card production and plans to increase its R&D efforts to improve product performance and expand its product range, aspiring to become a globally competitive domestic probe card manufacturer [12]. Industry Context - The listing of Strong One is seen as a significant milestone for both the company and the Suzhou Industrial Park, which has been actively supporting the growth of its "623" industrial system and promoting companies to embrace the capital market [8]. - The company has delivered over 2,800 MEMS probe cards and has more than 400 clients, covering various core participants in the domestic semiconductor industry [11].
N强一上午收盘涨176.15% 半日成交30.11亿元
N强一(688809)今日上市,开盘上涨212.14%,截至上午收盘涨幅回落至176.15%,半日成交量1225.47万 股,成交额30.11亿元,换手率50.32%。 证券时报·数据宝统计显示,今日共有3只新股上市,截至上午收盘,N双欣涨203.65%,换手率 51.82%;N强一涨176.15%,换手率50.32%;N誉帆涨152.27%,换手率50.49%。 公司主营业务为探针卡的研发、设计、生产与销售。 统计显示,公司本次发行总量为3238.99万股,其中,网上发行量为1036.50万股,发行价格为85.09元/ 股,发行市盈率48.55倍,行业平均市盈率57.92倍,网上发行最终中签率为0.02295383%。公司首发募 资金额为27.56亿元,募资主要投向南通探针卡研发及生产项目、苏州总部及研发中心建设项目等。 (数据宝) 今日上市新股表现 | 代码 | 简称 | 最新价(元) | 上午收盘涨跌幅(%) | 半日换手率(%) | | --- | --- | --- | --- | --- | | 001369 | N双欣 | 20.80 | 203.65 | 51.82 | | 688809 | ...