Group 1 - The liquid cooling server concept index declined by 0.98%, ranking among the top declines in the concept sector, with major declines seen in companies like Unification Holdings, Chuanrun Shares, and Yidong Electronics [1] - Among the liquid cooling server concept stocks, 47 stocks saw price increases, with notable gains from Fenghuo Communication (up 10.01%), Lio Shares (up 9.94%), and Sanhua Intelligent Control (up 5.35%) [1] - The liquid cooling server concept experienced a net outflow of 6.502 billion yuan in main funds, with 114 stocks seeing net outflows, and 21 stocks with outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stock was Industrial Fulian, with a net outflow of 1.880 billion yuan, followed by Yingweike, Sanhua Intelligent Control, and Luxshare Precision with net outflows of 1.088 billion yuan, 1.053 billion yuan, and 908 million yuan respectively [2] - The top net inflow stocks included Lio Shares, Fenghuo Communication, and ZTE Corporation, with net inflows of 2.599 billion yuan, 833 million yuan, and 405 million yuan respectively [2] - The liquid cooling server concept saw significant declines in individual stocks, with Unification Holdings down 9.99%, Chuanrun Shares down 9.92%, and Flying Dragon Shares down 7.36% [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月31日，英维克收跌5.57%，收盘价为106.89元，发生1笔大宗交易，合计成交量30万股，成交金额 3142.5万元。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1.3亿元。该股近5个交易日累计下 跌3.85%，主力资金合计净流出24.45亿元。 责任编辑：小浪快报 第1笔成交价格为104.75元，成交30.00万股，成交金额3,142.50万元，溢价率为-2.00%，买方营业部为国 联民生证券股份有限公司无锡盛岸西路证券营业部，卖方营业部为招商证券股份有限公司郑州商务外环 路证券营业部。 ...

| 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿元） | （%） | （%） | | 688795 | 摩尔线 程-U | 14 | 51.42 | 9.35 | -37.53 | | 002837 | 英维克 | 6 | 27.81 | 6.38 | 2.94 | | 000657 | 中钨高新 | 8 | 15.80 | 6.31 | 1.50 | | 600487 | 亨通光电 | 7 | 14.06 | 5.75 | -5.39 | | 603259 | 药明康德 | 8 | 13.34 | 6.19 | -1.98 | | 600309 | 万华化学 | 10 | 13.34 | 6.29 | 3.31 | | 000572 | 海马汽车 | 7 | 12.93 | 8.70 | -12.82 | | 000566 | 海南海药 | 6 | 12.05 | 12.41 | -18.38 | | 601006 | 大秦铁路 | 15 ...

Core Viewpoint - The Nvidia concept sector experienced a decline, with a drop of 1.27% in overall performance [1] Group 1: Company Performance - Haowen Automotive Electric fell by 3.23% [1] - Jingwang Electronics decreased by 3.12% [1] - Yingweike dropped by 2.61% [1] - Dalian Technology and Shenghong Technology both saw declines exceeding 3% [1]

12月30日，英维克大宗交易成交50万股，成交额5547万元，占当日总成交额的0.74%，成交价110.94元，较市场收盘价113.2 元折价2%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-30 | 002837 | 英维克 | 110.94 | 50.00 | 5,547.00国联民生证券股份 | 招商证券股份有限 | | | | | | | 有限公司无锡盛岸 | 公司郑州商务外环 | | | | | | | 西路证券营业部 | 路证券营业部 | ...

机构投资者占流通 A 股比例 | 基金 | 0.3% | | --- | --- | | 一般法人 | 32.0% | 股价相对大盘走势 | H70529@capital.com.tw | | --- | | 何利超 目标价(元) 130 | 公司基本资讯 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/12/29) | | 109.32 | | 深证成指(2025/12/29) | | 13537.10 | | 股价 12 个月高/低 | | 116.5/21.53 | | 总发行股数(百万) | | 976.56 | | A 股数(百万) | | 850.19 | | A 市值(亿元) | | 929.43 | | 主要股东 | | 深圳市英维克 | | | | 投资有限公司 | | | | (25.09%) | | 每股净值(元) | | 3.39 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | 48.5 40.6 253.2 | | 近期评等 出刊日期 前日收盘 评等 2025 年 12 月 30 日 | 产品组合 | | --- | ...

Group 1: Key Insights - The report highlights the strong growth potential of the semiconductor testing industry, particularly for companies like Huafeng Measurement and Control (688200), which is positioned to benefit from the increasing demand for simulation and digital testing machines driven by AI chip requirements [4][5][6] - Guoke Military Industry (688543) is noted for its transition from conventional ammunition to intelligent and information-based ammunition, which is expected to enhance its growth prospects in a high-demand industry [4][5] - Purtai (603659) is recognized as a leading global lithium battery materials platform, with its negative electrode and diaphragm businesses expected to show long-term improvement [4][5] Group 2: Company-Specific Analysis - Wanchen Group (300972) is projected to continue expanding its store count, currently exceeding 18,000, while improving net profit margins through scale effects and supply chain efficiencies [5][6] - Top Group (601689) is actively developing new products in collaboration with major clients, including liquid cooling solutions, which have already secured initial orders worth 1.5 billion [7][8] - Zhuoyue New Energy (688196) is expanding its production capacity in the biofuel sector, with a focus on biodiesel and bio-based materials, supported by favorable policies and a projected internal rate of return of 28.94% for new projects [8][9] Group 3: Industry Trends - The report indicates that the server liquid cooling market is expected to experience significant growth in 2026 and 2027, with companies like Yingweike (002837) poised to capture substantial market share [8][9] - The mechanical equipment sector, particularly companies like Binglun Environment (000811), is expanding its presence in various fields, including nuclear power and industrial heat control, which is expected to provide new growth opportunities [9][10] - The AI industry is driving demand for intelligent control systems, with companies like Zhiwei Intelligent (001339) developing products that cater to this emerging market [10]

Investment Rating - The report maintains a "Buy" rating for the company, Invec, with a target price based on the last closing price of 110.59 [1][4]. Core Insights - Invec achieved revenue of approximately 4.026 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 40.19%. The net profit attributable to shareholders was about 399 million yuan, up 13.13% year-on-year [2]. - The company is recognized as a leading provider of precision temperature control and energy-saving solutions, with significant growth potential driven by the increasing power density of computing chips and the construction of data centers in North America and domestically [4][5]. - The company has successfully penetrated the overseas market, including partnerships with major clients like Nvidia, and is expected to gradually capture market share from other CSP manufacturers [3]. Financial Performance Summary - For 2025, the company is projected to generate revenue of 6.781 billion yuan, with a growth rate of 47.8%. The net profit is expected to reach 713 million yuan, reflecting a growth rate of 57.6% [5]. - The gross profit margin for Q3 was reported at 27.32%, an increase of 1.17 percentage points compared to the first half of the year, attributed to a higher proportion of overseas projects and the release of high-value liquid cooling products [2]. - The company anticipates a significant increase in revenue and net profit as the liquid cooling industry experiences explosive growth [2][4].

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-29 | 002837 | 英维克 | 107.13 | 40.00 | | 4,285.20国联民生证券股份 | 招商证券股份有限 | | | | | | | | 有限公司就得盛岸 | 公司郑州商务外环 | | | | | | | | 西路证券营业部 | 路班弟是不哉 | 12月29日，英维克大宗交易成交40万股，成交额4285.2万元，占当日总成交额的0.7%，成交价107.13 元，较市场收盘价109.32元折价2%。 ...

上周行业融资余额变动情况 | 行业 | 两融余额(万元) | 融资余额(万元) | 融资净买入额 | | --- | --- | --- | --- | | | | | (月元) | | SW电子 | 38276432.03 | 38137988. 46 | 1102172. 83 | | SW电力设备 | 22703826.06 | 22617758.99 | 973963. 24 | | SW机械设备 | 13650346.88 | 13601836. 58 | 531206. 58 | | SW通信 | 12357029.28 | 12312348. 45 | 444118.08 | | SW有色金属 | 12556041. 36 | 12494748.01 | 400321. 44 | | SW国防军工 | 9043906. 51 | 9002249. 84 | 243127.65 | | SW基础化工 | 10043416. 46 | 10012851.74 | 185492. 00 | | SW汽车 | 11917650. 99 | 11876400. 27 | 158755. 13 | | SW ...