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2月27日沪深两市涨停分析
Xin Lang Cai Jing· 2026-02-27 07:49
沪指低开高走涨0.39%,有色、稀土板块全线大涨。豫能控股7连板,金正大4连板,一图看懂>> 1、公司为国家六大稀土集团之一,完成了对福建省的稀土资源整合;拥有完整的钨产 业链,在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞 争优势; 2、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力 的企业,具备大尺寸ITER级钨材料的精密机加工成型能力,可满足EAST、ITER等不同 磁约束聚变装置部件的高标准需求,为ITER等国内外聚变客户提供多款钨产品及部件 中钨高新 3天2板 1、中国五矿集团有限公司旗下钨产业的运营管理平台;公司主要产品包括钨精矿、仲 钨酸铵、硬质合金和钨、铝、铝、铝等有色金属及其深加工产品和装备的研制、开发、 生产、销售及贸易业务等 2、公司旗下子公司金洲公司是PCB微钻领域龙头,具备极小 径钻头精磨等核心技术 锡业股份 1、公司从事锡、铜、锌矿的开采、选矿以及锡、铜、锌金属的冶炼和锡的深加工; 2、另外拥有钢资源储量5987吨,钢冶炼产能60吨/年 会铝股份 行业领先的锯产品供应商 宝钛股份 军用高端钛材业内龙头,主导产品钛材年产量位居世界同类企业 ...
共达电声股价上涨6.16%,资金博弈与基本面支撑成主因
Jing Ji Guan Cha Wang· 2026-02-14 08:32
Group 1: Stock Performance - The stock price of Gongda Electronics (002655.SZ) increased by 6.16% on February 13, closing at 15.50 yuan, driven by market dynamics despite net outflows from major and retail investors [1] - The stock broke through the upper Bollinger Band at 14.76 yuan and stabilized above all key moving averages, indicating short-term strength [2] - The stock achieved a cumulative increase of 22.72% over five days, significantly outperforming the overall consumer electronics sector, which declined by 0.60% [2] Group 2: Company Fundamentals - For the first three quarters of 2025, the company reported revenue of 1.041 billion yuan, a year-on-year increase of 19.64%, and a net profit of 63.1225 million yuan, up 15.60% year-on-year [3] - The gross margin remained stable at 28.39%, although net profit saw a year-on-year decline of 8.64% in the third quarter [3] - The market is focusing on the company's horizontal expansion into new businesses such as silicon microphones and automotive modules, as well as the long-term potential from the production capacity project in Weifang [3] Group 3: Industry Policy and Environment - There is a recovery in downstream demand for AI hardware and smart wearables, leading to a price increase trend for some consumer electronic components [4] - The company's products cover high-demand scenarios such as smart cars and AIoT, benefiting from pre-holiday capital allocation towards the tech hardware sector, creating short-term catalysts [4]
共达电声:韦豪创芯本次质押股份数量为1500万股
Mei Ri Jing Ji Xin Wen· 2026-02-10 11:30
截至本公告日,韦豪创芯累计质押股数为1500万股,占其所持股份比例为78.95%。 每经头条(nbdtoutiao)——10倍价差刷屏!"外国人来华就医"火了,三位亲历者这样说⋯⋯ 每经AI快讯,共达电声2月10日晚间发布公告称,共达电声股份有限公司(以下简称"公司")于近日收 到了控股股东无锡韦感半导体有限公司(以下简称"无锡韦感")的一致行动人上海韦豪创芯投资管理有 限公司(以下简称"韦豪创芯")的通知,获悉韦豪创芯将所持有的公司部分股份办理了质押登记手续, 本次质押股份数量为1500万股。 (记者 曾健辉) ...
共达电声(002655) - 共达电声股份有限公司关于控股股东的一致行动人股份质押的公告
2026-02-10 10:46
证券代码:002655 证券简称:共达电声 公告编号:2026-006 证券代码:002655 证券简称:共达电声 公告编号:2026-006 二、股东股份累计质押情况 共达电声股份有限公司 关于控股股东的一致行动人股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 共达电声股份有限公司(以下简称"公司")于近日收到了控股 股东无锡韦感半导体有限公司(以下简称"无锡韦感")的一致行动 人上海韦豪创芯投资管理有限公司(以下简称"韦豪创芯")的通知, 获悉韦豪创芯将所持有的公司部分股份办理了质押登记手续,具体事 项如下: 注:1、根据韦豪创芯与上海浦东发展银行股份有限公司张江科技支行签署的《并购贷 款合同》以及《权利质押合同》,韦豪创芯申请了并购贷款用于协议收购公司 5.23%的 股份,随后韦豪创芯以其收购的公司 15,000,000 股股份(占公司股本总额 4.13%)为该 并购贷款提供质押担保。2、鉴于公司 2024 年股票期权激励计划首次授予第一个行权期 采用自主行权模式,行权期限为 2025 年 9 月 26 日至 2026 年 8 月 31 ...
共达电声(002655) - 共达电声股份有限公司关于控股股东协议转让股份过户完成的公告
2026-02-02 10:31
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 证券代码:002655 证券简称:共达电声 公告编号:2026-005 共达电声股份有限公司 一、本次协议转让的基本情况 共达电声股份有限公司(以下简称"公司")于 2025 年 12 月 26 日接到公司 控股股东无锡韦感半导体有限公司(以下简称"无锡韦感")及上海韦豪创芯投资 管理有限公司(以下简称"韦豪创芯")的书面通知,无锡韦感与韦豪创芯签署了 《股份转让协议》,无锡韦感拟以协议转让方式将其所持有的公司无限售流通股 19,000,000 股(占协议签署日公司总股本的 5.24%,以下简称"标的股份")转让 给韦豪创芯;同时,无锡韦感与韦豪创芯签署了《一致行动人协议》,双方构成一 致行动人关系。 上述权益变动属于同一控制下的不同主体之间的股份协议转让,不触及要约收 购,不会导致公司控股股东及实际控制人发生变化。上述权益变动双方合计持股数 量、比例和表决权未发生变化,不涉及向市场减持行为。具体内容详见公司披露的 《共达电声股份有限公司关于控股股东签署<股份转让协议><一致行动人协议>暨权 益变动的提示性公告》 ...
2026年中国汽车声学部件行业市场政策汇总、产业链、市场规模、竞争格局及发展趋势分析:随着新能源汽车市场的崛起,行业迎来新一轮增长期[图]
Chan Ye Xin Xi Wang· 2026-02-02 01:28
Core Viewpoint - The automotive acoustic components market is experiencing significant growth driven by the shift in consumer preferences towards comfort and the increasing demand for noise, vibration, and harshness (NVH) performance in vehicles. The market is expected to reach a scale of 10.49 billion yuan by 2025, with a year-on-year growth of 23.0% [1][8]. Overview - Automotive acoustic components are electronic and mechanical parts used in vehicle acoustic systems to enhance safety, communication, entertainment, and noise control. They play a crucial role in improving NVH performance and meeting comfort and regulatory noise reduction requirements [2][3]. Market Policies - The Chinese government has implemented various policies to support the development of the automotive acoustic components industry, creating a favorable environment for growth. These include initiatives aimed at enhancing manufacturing reliability and promoting the development of new energy and intelligent connected vehicles [3][4]. Industry Chain - The industry chain for automotive acoustic components includes upstream suppliers of acoustic materials, midstream manufacturers of acoustic components, and downstream automotive manufacturers. The rapid growth of the new energy vehicle market is reshaping demand for acoustic components, leading to increased requirements for lightweight and high-performance products [6][7]. Development Status - The automotive acoustic components market is expanding as manufacturers enhance their product offerings to meet consumer demands for comfort. The market is projected to grow significantly, particularly with the rise of new energy vehicles, which require advanced acoustic solutions [1][8]. Competitive Landscape - Historically dominated by international giants, the market is seeing a shift as domestic companies like Suzhou Aosheng Electronics and AAC Technologies gain market share through technological advancements and cost advantages. This trend is expected to accelerate with the rise of domestic automotive brands and localization of supply chains [10]. Key Domestic Players - Suzhou Aosheng Electronics is a leading provider of automotive acoustic solutions, with a revenue of 1.367 billion yuan in the first half of 2025, primarily from speaker sales [11]. - AAC Technologies is recognized for its comprehensive capabilities in acoustic, optical, and sensor solutions, reporting a revenue of 13.32 billion yuan in the same period [12]. Development Trends - The industry is moving towards active intelligent noise reduction technologies to meet the unique demands of new energy vehicles. This includes the integration of AI algorithms for real-time noise management [13]. - Material innovation is focusing on environmentally friendly and lightweight solutions, with a shift from traditional materials to biodegradable and composite materials [14]. - The proliferation of smart cabins is driving the evolution of acoustic components towards personalized and scenario-based functionalities, enhancing user experience and creating new business models [15].
共达电声:关于控股股东股份解除质押的公告
证券日报网讯 1月29日,共达电声发布公告称,共达电声股份有限公司(以下简称"公司")于近日收到 了控股股东无锡韦感半导体有限公司的通知,获悉其将所持有的公司质押的股份全部办理了解除质押登 记手续,本次解除质押股份数量2,717万股。 (编辑 姚尧) ...
共达电声(002655) - 共达电声股份有限公司关于控股股东股份解除质押的公告
2026-01-29 08:30
证券代码:002655 证券简称:共达电声 公告编号:2026-004 共达电声股份有限公司 关于控股股东股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 共达电声股份有限公司(以下简称"公司")于近日收到了控股 股东无锡韦感半导体有限公司(以下简称"无锡韦感")的通知,获 悉其将所持有的公司质押的股份全部办理了解除质押登记手续,具体 事项如下: 注:1、如果部分合计数与各加数直接相加之和在尾数上存在差异,系四舍五入所致。2、鉴 于公司2024年股票期权激励计划首次授予第一个行权期采用自主行权模式,行权期限为2025 年9月26日至2026年8月31日,上述表格中总股本数量以截至股权登记日即2026年1月28日的 股份为准。 二、股东股份累计质押基本情况 截至本公告披露日,无锡韦感所持质押股份情况如下: 证券代码:002655 证券简称:共达电声 公告编号:2026-004 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | - ...
证券代码:002655 证券简称:共达电声 公告编号:2026-003
Group 1 - The core point of the news is that the controlling shareholder of Gongda Electric Sound Co., Ltd. has signed a share transfer agreement to transfer 19,000,000 shares, representing 5.24% of the company's total share capital, to Shanghai Wehao Chuangxin Investment Management Co., Ltd. [1] - The share transfer does not trigger a mandatory bid and will not change the controlling shareholder or actual controller of the company, as the total number of shares held and voting rights remain unchanged [1][2] - The transfer price has been fully paid by Wehao Chuangxin to Wuxi Weigan, and the company is awaiting the completion of the share transfer registration with the China Securities Depository and Clearing Corporation Limited [3] Group 2 - The company has confirmed that the share transfer will not adversely affect its normal production and operations, nor will it harm the interests of the company and minority shareholders [4] - The company will continue to monitor the progress of the share transfer and fulfill its information disclosure obligations [4]
共达电声(002655) - 共达电声股份有限公司关于控股股东签署《股份转让协议》《一致行动人协议》暨权益变动的进展公告
2026-01-22 11:17
共达电声股份有限公司(以下简称"公司")于 2025 年 12 月 26 日接到公司 控股股东无锡韦感半导体有限公司(以下简称"无锡韦感")及上海韦豪创芯投资 管理有限公司(以下简称"韦豪创芯")的书面通知,无锡韦感与韦豪创芯签署了 《股份转让协议》,无锡韦感拟以协议转让方式将其所持有的公司无限售流通股 19,000,000 股(占签署协议日公司总股本的 5.24%)转让给韦豪创芯;同时,无锡 韦感与韦豪创芯签署了《一致行动人协议》,双方构成一致行动人关系。 证券代码:002655 证券简称:共达电声 公告编号:2026-003 共达电声股份有限公司 关于控股股东签署《股份转让协议》《一致行动人协议》 暨权益变动的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 一、本次协议转让的基本情况 上述权益变动属于同一控制下的不同主体之间的股份协议转让,不触及要约收 购,不会导致公司控股股东及实际控制人发生变化。上述权益变动双方合计持股数 量、比例和表决权未发生变化,不涉及向市场减持行为。具体内容详见公司披露的 《共达电声股份有限公司关于控股股东签署<股份转让 ...