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自动化设备板块1月22日跌0.21%,科瑞技术领跌,主力资金净流出2.31亿元
证券之星消息,1月22日自动化设备板块较上一交易日下跌0.21%,科瑞技术领跌。当日上证指数报收于 4122.58,上涨0.14%。深证成指报收于14327.05,上涨0.5%。自动化设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 70.88 | 7.90% | 14.77万 | | 10.05亿 | | 920396 | 常辅股份 | 36.72 | 5.31% | 5.61万 | | 2.05亿 | | 300461 | 田中精机 | 23.46 | 4.08% | 9.67万 | | 2.23亿 | | 688559 | 海日奥 | 62.90 | 4.05% | 13.19万 | | 8.28亿 | | 920885 | 星辰科技 | 24.51 | 3.94% | 7.28万 | | 1.77亿 | | 002008 | 大族激光 | 51.45 | 3.48% | 57.79万 | | 29.63亿 | | 3 ...
全域通信自由来了!iPhone 18 Pro卫星通信升级至Gbps级,AI赋能+市值背书,产业链迎增长良机
Xin Lang Cai Jing· 2026-01-20 13:39
Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]
科瑞技术:公司已为国内外多家固态电池厂商交付热压化成设备
Zheng Quan Ri Bao· 2026-01-16 15:15
证券日报网讯 1月16日,科瑞技术在互动平台回答投资者提问时表示,在固态电池领域,公司目前已为 国内外多家相关厂商交付热压化成设备,相关设备已投入使用。由于公司与客户签有严格的保密协议, 涉及客户的商业机密,出于审慎原则,不便对细节进行回复。 (文章来源:证券日报) ...
科瑞技术:加速产品的批量交付和新产品的验证扩展
Zheng Quan Ri Bao· 2026-01-16 12:15
(文章来源:证券日报) 证券日报网讯 1月16日,科瑞技术在互动平台回答投资者提问时表示,在新能源领域,公司近年来持续 在海外拓展市场,与欧美、日韩新能源行业客户保持持续的研发、业务合作关系,也陆续实现海外产线 交付。公司未来将持续加强海外市场(欧美、日韩、东南亚)的开拓,创新营销和服务策略,打造专 业、快速的全球服务体系。公司半导体和光模块业务高速发展,光耦合设备、共晶设备、芯片AOI设备 均已进入量产,在手订单充沛,为公司未来业务发展奠定了坚实基础。近年来,半导体设备国产化替代 加速推进,公司将持续把握这一战略窗口期,全力满足国内外产业链核心客户产能扩张和技术创新的旺 盛需求,并不断加大研发投入和市场拓展力度,加速产品的批量交付和新产品的验证扩展。 ...
科瑞技术(002957) - 长江证券承销保荐有限公司关于深圳科瑞技术股份有限公司2025年度持续督导培训情况报告
2026-01-16 08:01
长江证券承销保荐有限公司 关于深圳科瑞技术股份有限公司 2025 年度持续督导培训情况报告 长江证券承销保荐有限公司(以下简称"长江保荐"或"保荐人")作为深 圳科瑞技术股份有限公司(以下简称"科瑞技术"或"公司")2024 年度以简易 程序向特定对象发行股票的保荐人,根据《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》(2025 年修订)的要求,对公司董事、高级管理人员、 中层以上管理人员及上市公司控股股东和实际控制人等相关人员进行了持续督 导培训。 现将本次培训的相关情况报告如下: 四、培训内容 一、培训人员 长江保荐指派专业人员负责本次培训工作。 二、培训对象 公司董事、高级管理人员、中层以上管理人员及上市公司控股股东和实际控 制人等相关人员。 三、培训时间和地点 培训时间:2025 年 12 月 29 日 培训地点:深圳市光明区玉塘街道田寮社区光侨路科瑞智造产业园科瑞技术 15 楼会议室 本次培训的主题为《监管新规解读及募集资金的使用与管理》,主要对《中 华人民共和国公司法》(2023 年修订)《上市公司治理准则》《上市公司募集资金 监管规则》等法律法规进行解读,从上市公司审计委员会及 ...
科瑞技术涨2.03%,成交额1.60亿元,主力资金净流出682.55万元
Xin Lang Zheng Quan· 2026-01-07 02:11
Core Viewpoint - Kory Technology's stock has shown a positive trend with a year-to-date increase of 6.93% and significant growth in recent trading periods, indicating strong market interest and potential for future performance [1][2]. Group 1: Stock Performance - As of January 7, Kory Technology's stock price reached 23.15 yuan per share, with a market capitalization of 9.723 billion yuan [1]. - The stock has increased by 6.93% year-to-date, with a 15.23% rise over the past 20 days and an 11.46% increase over the past 60 days [1]. - The trading volume on January 7 was 1.60 billion yuan, with a turnover rate of 1.67% [1]. Group 2: Financial Performance - For the period from January to September 2025, Kory Technology reported a revenue of 1.761 billion yuan, reflecting a year-on-year growth of 0.22% [2]. - The net profit attributable to shareholders for the same period was 247 million yuan, showing a significant year-on-year increase of 49.79% [2]. Group 3: Shareholder Information - As of December 19, the number of shareholders for Kory Technology was 34,600, a decrease of 2.49% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.55% to 12,094 shares [2]. - The top ten circulating shareholders include notable entities such as Huaxia CSI Robot ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3].
科瑞技术(002957.SZ):目前有直接或间接为国内外品牌客户提供人形机器人髋部、四肢、骨架、关节等部位或固定支架相关的精密零部件
Ge Long Hui· 2026-01-06 07:04
Core Viewpoint - The company, Kory Technology (002957.SZ), is actively involved in the humanoid robotics sector, providing precision components for various parts such as hips, limbs, skeletons, joints, and fixed supports for both domestic and international brand clients [1] Group 1 - The company has the capability to provide non-standard precision components and related modules for humanoid robots [1] - It also possesses the ability to assemble robot components and develop automated testing equipment [1] - The company is committed to keeping pace with the development of downstream brand clients and is actively exploring more business opportunities in the robotics field [1]
科瑞技术:已为国内大客户提供GPU测试环节的液冷测试设备
Ge Long Hui· 2026-01-06 07:03
Core Viewpoint - The company has provided liquid cooling testing equipment for GPU testing to major domestic clients [1] Group 1 - The company is involved in the development and provision of liquid cooling solutions [1] - The focus on GPU testing indicates a strategic alignment with the growing demand for high-performance computing [1]
科瑞技术(002957.SZ):已为国内大客户提供GPU测试环节的液冷测试设备
Ge Long Hui· 2026-01-06 06:59
Group 1 - The core point of the article is that the company, 科瑞技术 (Kerry Technology), has provided GPU testing liquid cooling equipment for major domestic clients [1] Group 2 - The company is actively engaging in the development of liquid cooling solutions, which are essential for GPU testing processes [1] - This move indicates the company's commitment to enhancing its product offerings in the technology sector [1] - The provision of such equipment may position the company favorably within the growing market for advanced cooling solutions in the tech industry [1]
OpenAI推家务机器人,售价2万美元!机器人ETF(562500) 早盘探底回升,成交额突破4.6亿元
Mei Ri Jing Ji Xin Wen· 2026-01-06 04:11
Group 1 - The Robot ETF (562500) has risen by 0.29% as of 10:02 AM, showing strong buying interest after an initial dip, indicating robust trading sentiment in the sector [1] - Key holdings include Keri Technology leading with a 3.95% increase, followed by Green Harmony rising 3.40%, with other stocks like Xinjie Electric and Mingzhi Electric also experiencing gains [1] - The trading volume exceeded 460 million yuan within the first 30 minutes of opening, reflecting high market activity and continued validation of the sector's strong growth potential [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robot industry chain [2]