| 软控股份 | | 9月8日 | 6 | | --- | --- | --- | --- | | 红杉 | 能辉科技 | 9月14日 | 24 | | 锦江航运 | | 9月8日 | 22 | | 标红公司为被多家机构同时调研，如： | | | | *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 知名机构近一周（9.8-9.1 上周共计26家公司获知名机构调研；行业上 力设备紧随其后；个股上，晶盛机电获最多 设备、半导体设备和半导体材料的研发，其 (66家) 。 | 机构名称 | 股票名称 | 调研目期 | 调研机 数 | | --- | --- | --- | --- | | 高毅资产 | 深南电路 | 9月9日 | 24 | | | 经纬恒润 | 9月9日 | 21 | | 重阳 | 罗博特科 | 9月11日 | 39 | | | 裕太微 | 9月10日 | 13 | | | 晶盛机电 | 9月8日 | 229 | | 盘京投资 | 胜宏科技 | 9月11日 | 41 | | --- | --- | --- | --- | | | 罗博特科 | 9月11日 | 39 | ...

截至午间 该指数; 创业板200ETF易方达 跟踪创业板中盘200指数 该指数由创业板中市值中等、 流动性较好的200只股票组成, 一 n h Ar . II, IC -- 17 上 六 // == 14 集成电路概念股早盘走强，圣邦股份20%涨停，晶盛机电涨超11%，宁德时代涨近10%，带动创业板块上涨，截至午间收盘，创业板指数上涨2.1%， 成长指数上涨1.0%，创业板中盘200指数上涨0.1%。创业板ETF（159915）半目成交额近40亿元。 创业板系列指 创业板ETF 跟踪创业板指数 该指数由创业板中市值大、流 动性好的100只股票组成,战 略新兴产业占比较高,电力设 备、医药生物、电子行业合计 占比超55% 每日经济新闻 截至午间 该指数 ...

中证A500ETF紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只证券 作为指数样本，以反映各行业最具代表性上市公司证券的整体表现。 中证A500ETF(560510)，场外联接(泰康中证A500ETF联接A：022426；泰康中证A500ETF联接C： 022427；泰康中证A500ETF联接Y：022942) 截至2025年9月15日 11:21，中证A500ETF(560510)上涨0.62%，成交5729.07万元。跟踪指数中证A500指 数(000510)上涨0.73%，成分股圣邦股份(300661)上涨19.96%，晶盛机电(300316)上涨12.11%，湖南裕能 (301358)上涨11.39%，上海建工(600170)上涨10.19%，完美世界(002624)上涨10.01%。 国泰海通证券认为，中国股市上升的逻辑是可持续的，年内中国A/H股指还会走出新高：第一，中国转 型加快，经济社会发展不确定降低，能见度提高是估值重估的重要前提。第二，无风险收益系统下沉， 股票市场机会成本降低，资产管理需求井喷和增量入市成为历史必然，也远未结束。第三，制度变化对 股市 ...

晶盛机电在碳化硅业务方面的最新进展和布局是怎样的？为什么选择在宁夏、 上虞和马来西亚进行产能扩张？ 晶盛机电在碳化硅业务方面进行了大规模的产能扩张，主要集中在宁夏、上虞 和马来西亚。宁夏基地主要负责长晶，因为该地区具有显著的电力成本优势， 电价比南方低至少一半，这对降低整体生产成本非常有利。目前，我们是国内 唯一一家在西部建有碳化硅长晶基地的企业。上虞基地则侧重于切磨抛工艺， 而马来西亚基地是我们海外布局的重要一环，计划将现有产能从 30 万片扩展 到 90 万片。这一布局不仅满足了全球市场需求，也响应了海外客户对导电型 晶盛机电目前 6 英寸碳化硅产能每月约为 1 万到 2 万片，未来将逐步转 向 8 英寸生产。新扩建的 60 万片产能全部用于 8 英寸生产。12 英寸碳 化硅衬底在光学应用和散热性能方面有市场需求，具有发展潜力。 晶盛机电已发布 12 寸衬底和晶体，技术研发完成，正在小规模量产阶 段。关键在于通过设备开发和迭代，以低成本、高质量地进行加工，满 足客户对平整度和形貌的要求，目标是在 2026 年一季度向市场提供小 规模的 12 寸产品。 晶盛机电在碳化硅领域布局了从长晶到切膜泡加工，再到离子 ...

晶盛机电 20250914 碳化硅衬底片有哪些核心应用？ 摘要 晶盛机电掌握 8-12 寸碳化硅衬底核心工艺，上虞年产 30 万片产能，银 川 60 万片产能已动工，并计划将上虞产能逐步转移至银川以降低成本， 同时在马来西亚布局切磨抛等工艺。 碳化硅衬底片主要应用于功率型应用（新能源车、储能、数据中心）， 光学型应用和先进封装。预计 2026 年末或 2027 年初，功率型碳化硅 衬底片将从 6 寸向 8 寸转移，晶盛机电已掌握 8 寸长晶技术。 晶盛机电通过掌握大尺寸碳化硅衬底片技术，在行业竞争中占据优势， 已成功生产 12 寸产品。与 Xreal 签订战略合作协议，为其供应 8 寸和 后续 12 寸碳化硅衬底片，用于 AI 眼镜验证和产品设计。 碳化硅衬底片市场空间广阔，功率型应用市场规模约为 100 亿元。AI 眼 镜应用需求可能是功率型应用的两倍，先进封装市场规模也较大，晶盛 机电凭借技术和成本优势将在这些领域占据重要位置。 晶盛机电半导体设备新接订单增长显著，中报披露在手订单超过 30 亿 元。公司不仅生产设备，还代工设备零部件，预计今年及明年在半导体 设备业务方面将有不错的增长。 Q&A 晶盛机电 ...

Group 1 - In the past five trading days, a total of 265 companies were investigated by institutions, with a significant focus on companies like Jing Sheng Machinery, Aeston, and Guanghe Technology [1] - Among the companies surveyed, 49 received attention from more than 20 institutions, with Jing Sheng Machinery being the most popular, attracting 229 institutions [1][2] - The types of institutions involved in the surveys included 222 securities companies, 180 fund companies, and 97 private equity firms, indicating a diverse interest in the market [1] Group 2 - In terms of capital inflow, 22 stocks among those surveyed saw net inflows, with Cambridge Technology leading with a net inflow of 1.308 billion yuan [1] - The stocks that experienced the highest price increases included Kaipu Cloud, Cambridge Technology, and Jiechuang Intelligent, with respective increases of 36.96%, 25.61%, and 20.40% [2] - Conversely, some stocks faced declines, such as Aipeng Medical, Focai Technology, and Jiaxian Co., with decreases of 7.79%, 4.86%, and 3.96% respectively [2] Group 3 - The most frequently surveyed companies included Lingnan Holdings, Zhou Dashing, and Yaguang Technology, each being surveyed three times [1] - The survey data indicates a concentrated interest in specific sectors, particularly in power equipment and machinery, as evidenced by the number of institutions involved [1][2] - The overall market performance of surveyed stocks shows a mix of gains and losses, reflecting varying investor sentiment and market conditions [2]

每经AI快讯，Wind数据显示，机构本周共调研了442家上市公司，其中晶盛机电最获关注，参与调研的 机构达229家。此外，联创光电获66家机构调研，武商集团、南都电源、开普云、沃特股份、欢瑞世纪 获超40家机构调研。从被调研总次数来看，博实结获机构调研4次，亚光科技、岭南控股、广发证券均 获机构调研3次。从调研行业来看，机构持续聚焦光伏设备、电子元件、工业机械等板块。 ...

Group 1 - This week, 381 listed companies disclosed institutional research minutes, with approximately 70% of the researched stocks achieving positive returns, led by World with a 46.5% increase [2] - Notable stocks with significant gains include Kaipu Cloud and Tianyu Biology, both rising over 30%, while companies like Xizhuang Co., Cambridge Technology, Decai Co., and Jundingda saw increases exceeding 20% [2] - Popular research targets included Jing Sheng Electric, which received over 115 institutional inquiries, and Lianchuang Optoelectronics, which was researched by 66 institutions [2][3] Group 2 - Jing Sheng Electric reported significant progress in its silicon carbide substrate materials business, achieving mass production and sales of 6-8 inch substrates, with core parameters reaching industry-leading levels [4] - The company’s semiconductor business is benefiting from the ongoing development of the semiconductor industry and the acceleration of domestic production, with unfulfilled contracts exceeding 3.7 billion yuan as of June 30, 2025 [5] - Lianchuang Optoelectronics announced a major layout in the commercial aerospace sector, planning to establish a joint venture in Ziyang, Sichuan, focusing on electromagnetic launch technology [6] Group 3 - Wushang Group, a major retail enterprise, reported a 12.66% year-on-year decline in revenue for the first half of 2025, totaling 3.181 billion yuan, while net profit increased by 7.53% to 165 million yuan [7] - The company is optimistic about the retail market in Wuhan for the second half of the year, planning to launch promotional activities to capture market share [7] - Wote Co. received attention for its acquisition of Japan's Huarika Shanghai Company for 25.71 million yuan, aimed at enhancing its semiconductor component solutions [8]

Group 1: Institutional Research Highlights - A total of 381 listed companies disclosed institutional research minutes this week, with approximately 70% of the researched stocks achieving positive returns [1] - Wald's stock saw the highest increase, rising by 46.5%, while companies like Kaipu Cloud and Tianyu Biology also experienced gains exceeding 30% [1] - Notable research targets included Jing Sheng Electric, which received over 115 institutional inquiries, and Lianchuang Optoelectronics, which was investigated by 66 institutions [1][2] Group 2: Jing Sheng Electric Developments - Jing Sheng Electric's silicon carbide substrate material business has made significant progress, achieving mass production and sales of 6-8 inch substrates, with core parameters reaching industry-leading levels [4] - The company has also broken through the 12-inch conductive silicon carbide single crystal growth technology [4] - As of June 30, 2025, Jing Sheng Electric has over 3.7 billion yuan in unfulfilled contracts for integrated circuits and compound semiconductor equipment [4] Group 3: Lianchuang Optoelectronics' Commercial Aerospace Initiative - Lianchuang Optoelectronics announced a major investment in the commercial aerospace sector, collaborating with Ziyang City, Sichuan Province, to establish a commercial aerospace industry operation company [6][7] - The initiative aims to commercialize electromagnetic launch technology, which is expected to significantly reduce launch costs and enhance launch capabilities [7] - The company plans to develop a comprehensive commercial aerospace ecosystem, integrating research, testing, manufacturing, launching, and application [7] Group 4: Wushang Group's Retail Performance - Wushang Group reported a revenue of 3.181 billion yuan for the first half of 2025, a year-on-year decrease of 12.66%, while net profit increased by 7.53% to 165 million yuan [9] - The company is focusing on new industry layouts and enhancing its core business to stimulate market advantages [9] - Wushang Group remains optimistic about the retail market in Wuhan for the second half of the year, planning promotional activities to capture market share [9] Group 5: Wote Shares Acquisition Strategy - Wote Shares received attention from 48 institutions regarding its acquisition and business progress, specifically its plan to acquire Japan's Huarka Shanghai Company for 25.71 million yuan [10] - This acquisition aims to complete the special materials supply chain and enhance the company's semiconductor component solutions [10] - Wote Shares is also developing high fluidity motor stator encapsulation materials to meet the demands of the robotics industry, achieving significant reductions in weight and thickness [10]

Core Viewpoint - The recent surge in institutional research on stocks, particularly the interest in Jing Sheng Machinery, indicates potential investment opportunities driven by solid fundamentals and industry trends [1][3]. Group 1: Institutional Research and Stock Performance - 381 companies were involved in institutional research this week, with approximately 70% experiencing price increases [1]. - Jing Sheng Machinery attracted attention from 115 institutions, surpassing other popular stocks, indicating strong interest in its business prospects [1][3]. Group 2: Valuation Screening - The first investment principle emphasizes valuation screening, focusing on the company's "cost-performance" ratio within its industry rather than just a low PE ratio [3]. - Jing Sheng Machinery operates in the semiconductor equipment sector, particularly in silicon carbide, which is a high-growth area, and its current valuation appears reasonable based on its financial performance [3][4]. Group 3: Fundamental Screening - The second principle highlights the importance of fundamental screening, with institutions focusing on Jing Sheng Machinery's core silicon carbide and semiconductor businesses [4]. - The company has begun mass production of silicon carbide crystal growth furnaces, indicating technological validation and market readiness [4]. Group 4: Industry Trends - The third principle involves screening for industry trends, with Jing Sheng Machinery positioned in the semiconductor equipment sector, particularly benefiting from the growth in new energy vehicles and photovoltaic industries [5]. - The demand for silicon carbide is driven by the need for efficient power devices, making it a critical component in these expanding markets [5]. Group 5: Investment Strategy - The stock price of Jing Sheng Machinery has shown volatility due to institutional research, but a long-term investment strategy should focus on valuation, fundamental performance, and industry trends [6]. - Investors are advised to wait for a price correction to a more reasonable valuation before making investment decisions, rather than chasing short-term price movements [6].