| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300408 | 三环集团 | 48.06 | -5.00% | 23.59万 | 11.50亿 | | 300814 | 中富电路 | 55.21 | -3.14% | 15.26万 | 8.47 Z | | 301251 | 威尔高 | 65.20 | -3.11% | 9.46万 | 6.19 Z | | 688539 | 高华科技 | 37.26 | -2.84% | 4.90万 | 1.82亿 | | 300903 | 科翔股份 | 12.44 | -2.58% | 13.57万 | 1.69亿 | | 600563 | 法拉电子 | 119.50 | -2.51% | 2.27万 | 2.73亿 | | 300964 | 本川智能 | 43.66 | -2.33% | 1.75万 | 7689.03万 | | 603228 | 景旺电子 | 60.81 | -1.76% | 25.42万 | 15.63亿 | | 300319 | 麦捷 ...

1 300475 香农芯创 1.59亿 2 603228 景旺电子 1.25亿 3 002938 鹏鼎控股 5221.64万 序号 代码 名称 最新价 涨跌幅 今开 昨收 总市值 1 300476 胜宏科技 265.80 0.60% 265.00 264.22 2313亿 2 300124 汇川技术 78.84 0.38% 78.65 78.54 2128亿 3 600183 生益科技 56.75 3.71% 54.72 54.72 1379亿 4 002916 深南电路 197.49 1.29% 196.09 194.97 1317亿 5 002463 沪电股份 67.83 1.31% 66.93 66.95 1305亿 6 002384 东山精密 65.51 3.66% 63.80 63.20 1200亿 7 002938 鹏鼎控股 50.04 3.80% 49.66 48.21 1160亿 8 200725 京东方Ｂ 2.95 0.34% 2.94 2.94 1104亿 9 300408 三环集团 49.82 0.28% 50.36 49.68 954.8亿 10 000988 华工科技 81.56 2 ...

Core Viewpoint - The digital economy theme index has experienced a decline, with significant movements in constituent stocks, while the government is promoting the cultivation of innovative enterprises in the digital economy sector [1][2]. Group 1: Market Performance - As of October 17, 2025, the CSI Digital Economy Theme Index (931582) fell by 2.39%, with major declines in stocks such as Desay SV Automotive (002920) and others [1]. - The digital economy ETF (560800) saw a trading volume of 16.07 million yuan, with a turnover rate of 2.36% [1]. - Over the past month, the average daily trading volume of the digital economy ETF was 31.11 million yuan [1]. Group 2: Share Growth - The digital economy ETF has seen a significant increase in shares, growing by 12 million shares over the past two weeks [1]. Group 3: Government Initiatives - On October 4, the National Development and Reform Commission and other departments issued measures to strengthen the cultivation of innovative enterprises in the digital economy, aiming to foster more "unicorn" and "gazelle" companies [1]. Group 4: Industry Outlook - Securities firms are optimistic about the continued stabilization and improvement of the fundamentals in advanced manufacturing and digital economy sectors, suggesting potential investment opportunities in technology growth companies and dividend assets [1][2]. - Financial analysts emphasize the importance of domestic opportunities in key areas such as advanced processes, AI computing chips, and semiconductor equipment, highlighting the potential for growth in domestic enterprises benefiting from localization [2]. Group 5: Index Composition - As of September 30, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 54.31% of the index, with companies like Eastmoney (300059) and SMIC (688981) among the leaders [2].

机构指出，SOFC（固态氧化物燃料电池）具有高发电效率、减碳潜力突出、可快速部署等优势，高度 适配数据中心用电需求，在海外数据中心建设加速的大背景下，测算未来三年SOFC在数据中心领域的 市场规模有望达到70亿美元。 数据中心的用电负荷全年维持高位，能效考核要求较高，而且近年来算力需求快速扩张，需要可快速部 署的电源。SOFC与上述需求高度匹配，SOFC通过电化学反应将天然气、氢气等燃料转化为电能，发 电效率可达60%以上，热电联产场景下可接近90%。中信证券指出，2024年以来，海外数据中心采用 SOFC作为电源的案例逐渐增加，受到数据中心建设加速带动，市场预期SOFC需求也有望出现爆发性 增长，相关公司业绩有望快速释放。 据智通财经主题库显示，相关上市公司中： 三环集团于2004年开始固体氧化物燃料电池（SOFC）隔膜片与单电池的研发和生产技术开发。与 Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商。 潍柴动力SOFC商业化产品已实现多个示范项目配套。2024年11月，公司25kW SOFC发电系统成功交付 陕西燃气集团，为西部首个SOFC热电联供示范项目。 ...

机器人ETF（159770）追踪中证机器人指数，该指数选取系统方案商、数字化车间与生产线系统集成 商、自动化设备制造商、自动化零部件商以及其它机器人相关上市公司证券作为指数样本。从机器人产 业链的维度看，标的指数覆盖了硬件和软件的核心领域：核心零部件、算法控制模块、电机电池模块。 机器人ETF（159770）还配备了2只场外联接基金（A类：014880；C类：014881）。 电子ETF（159997）跟踪中证电子指数，该指数以中证全指为样本空间，选取涉及半导体产品与设备生 产、电脑存储与外围设备生产、电脑与电子产品零售、电子设备制造、电子制造服务和消费电子生产等 业务的上市公司股票作为成分股，以反映电子类相关上市公司整体表现。值得注意的是，电子ETF （159997）是全市场唯一一只跟踪中证电子指数的ETF。 世纪证券表示，随着海外龙头厂商在应用场景的不断拓展，将加快人形机器人的产业化落地进展，建议 关注价值量大、技术壁垒高、确定性高的相关环节如丝杠、减速器、执行器总成、电子皮肤、轻量化 等。 国金证券指出，Figure03在具身智能大模型加持下，将会是可商用化落地的人形先锋军，引领真正的通 用人形机器人产 ...

银河证券表示，智能眼镜赛道高景气，Meta眼镜供不应求，看好产业链相关标的。此外，看好苹 果产业链出货量超预期投资机会。 近日，Meta首席技术官称，MetaRay-BanDisplay智能眼镜在全国各地的线下零售店几乎全部售罄， 11月之前的试戴预约也几乎全部排满。 10月14日早盘，A股三大指数集体上涨，上证指数盘中上涨0.69%，工程机械、贵金属、摩托车等 板块涨幅靠前，银行、水务跌幅居前。消费电子大幅走强，截至9点41分，消费电子ETF（159732）上 涨1.80%，其成分股三环集团上涨14.37%，佰维存储上涨9.75%，领益智造上涨4.05%，顺络电子上涨 3.38%，兆易创新上涨3.11%。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上 市公司，行业主要分布于电子制造、光学光电子等市场关注度较高的主流板块。其场外联接基金为，A 类：018300；C类：018301。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行 ...

Group 1 - The company, Sanhuan Group, announced a share buyback of 5,133,800 A-shares, representing 0.2679% of its total share capital, as of September 30, 2025 [1] - The maximum transaction price for the buyback was 35.70 CNY per share, while the minimum was 32.05 CNY per share [1] - The total amount spent on the buyback was 175,423,107.80 CNY, excluding transaction fees [1]

证券代码：300408 证券简称：三环集团 公告编号：2025-41 潮州三环（集团）股份有限公司 截至 2025 年 9 月 30 日，公司通过股份回购专用证券账户以集中竞价交易方 式回购公司 A 股股份 5,133,800 股，占公司当前总股本的 0.2679%，最高成交价 为 35.70 元 / 股 ， 最 低 成 交 价 为 32.05 元 / 股 ， 成 交 总 金 额 为 人 民 币 175,423,107.80 元（不含交易费用）。 二、其他说明 公司回购股份的时间、回购股份数量及集中竞价交易的委托时间段等均符合 公司回购股份的方案及《深圳证券交易所上市公司自律监管指引第 9 号——回购 股份》等相关规定，具体如下： 1、公司未在下列期间回购股份： （1）自可能对公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之日内； 关于回购公司股份进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 潮州三环（集团）股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开第十一届董事会第十次会议 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688020 | 方邦股份 | 60.55 | -9.99% | 5.08万 | 3.17亿 | | 002916 | 深南电路 | 216.79 | -9.03% | 13.02万 | 28.71亿 | | 300476 | 胜宏科技 | 266.14 | -6.77% | 51.20万 | 140.07亿 | | 002436 | 兴森科技 | 21.01 | -6.62% | 107.50万 | 23.03亿 | | 603920 | 世运电路 | 43.38 | -6.21% | 31.75万 | 14.12 乙 | | 600601 | 方正科技 | 10.33 | -5.92% | 235.36万 | 24.51亿 | | 301366 | 一博科技 | 39.15 | -5.71% | 7.71万 | 3.06亿 | | 603936 | 博敏电子 | 12.57 | -5.42% | 47.93万 | 6.10亿 | | 30040 ...

Core Viewpoint - The article discusses the current state and future trends of the electronic ceramics industry, emphasizing the importance of electronic ceramics in the development of passive electronic components and the challenges faced by China in this sector. Group 1: International Development of Electronic Ceramics - Japan and the United States lead the global electronic ceramics industry, with Japan holding over 50% of the market share due to its advanced production technologies [4] - The global market for multilayer ceramic capacitors (MLCC) has reached tens of billions of dollars, growing at an annual rate of 10% to 15% [6] - The main trends in MLCC development include miniaturization, high capacity, and the use of low-cost metals for internal electrodes, with Japan being at the forefront of these technologies [7][8] Group 2: China's Electronic Ceramics Industry - China is a major producer of electronic components, with a significant share in various electronic ceramics, but high-end products are still largely imported [17] - The MLCC industry in China is substantial, yet over half of the production capacity is occupied by foreign and joint ventures [19] - The domestic market for high-end MLCC products is heavily reliant on imports, indicating a lack of advanced technology and self-owned intellectual property [20] Group 3: Key Issues in China's Electronic Ceramics Development - There is a lack of social recognition and support for electronic ceramics compared to semiconductors, leading to insufficient R&D investment [40] - The mechanism for converting research results into industrial applications is inadequate, with a disconnect between academia and industry [41] - The domestic supply chain for electronic ceramics lacks support for independent innovation, with many technologies and standards still reliant on foreign sources [43] Group 4: Strategic Goals and Development Paths - The strategy aims to enhance R&D investment in electronic ceramics, focusing on high-end materials and advanced processing technologies to achieve self-sufficiency [46] - By 2025, the goal is to align closely with the technological levels of the US and Japan, and by 2035, to become a major source of high-end electronic ceramics globally [47] - Key development directions include new generation electronic ceramic components, high-performance MLCC materials, and low-cost piezoelectric ceramics [49][50][53]