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润泽科技跌2.00%,成交额2.07亿元,主力资金净流出2243.36万元
Xin Lang Cai Jing· 2025-10-23 02:26
润泽科技所属申万行业为:通信-通信服务-通信应用增值服务。所属概念板块包括:字节跳动概念、 DeepSeek概念、IDC概念(数据中心)、算力概念、机器人概念等。 截至8月8日,润泽科技股东户数7.63万,较上期增加3.21%;人均流通股21353股,较上期增加 184.65%。2025年1月-6月,润泽科技实现营业收入24.96亿元,同比增长15.31%;归母净利润8.82亿元, 同比减少8.73%。 分红方面,润泽科技A股上市后累计派现32.74亿元。近三年,累计派现32.58亿元。 机构持仓方面,截止2025年6月30日,润泽科技十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股2023.04万股,相比上期减少306.35万股。华泰柏瑞沪深300ETF(510300)位居第六大流 通股东,持股1230.78万股,相比上期增加100.02万股。易方达创业板ETF(159915)位居第七大流通股 东,持股1210.18万股,相比上期减少207.71万股。易方达沪深300ETF(510310)位居第八大流通股 东,持股875.29万股,相比上期增加83.65万股。华夏沪深300ETF(510330 ...
润泽科技10月22日获融资买入4660.64万元,融资余额17.01亿元
Xin Lang Cai Jing· 2025-10-23 01:40
10月22日,润泽科技涨0.02%,成交额4.81亿元。两融数据显示,当日润泽科技获融资买入额4660.64万 元,融资偿还7551.87万元,融资净买入-2891.23万元。截至10月22日,润泽科技融资融券余额合计 17.05亿元。 融资方面,润泽科技当日融资买入4660.64万元。当前融资余额17.01亿元,占流通市值的2.27%,融资 余额超过近一年80%分位水平,处于高位。 截至8月8日,润泽科技股东户数7.63万,较上期增加3.21%;人均流通股21353股,较上期增加 184.65%。2025年1月-6月,润泽科技实现营业收入24.96亿元,同比增长15.31%;归母净利润8.82亿元, 同比减少8.73%。 分红方面,润泽科技A股上市后累计派现32.74亿元。近三年,累计派现32.58亿元。 机构持仓方面,截止2025年6月30日,润泽科技十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股2023.04万股,相比上期减少306.35万股。华泰柏瑞沪深300ETF(510300)位居第六大流 通股东,持股1230.78万股,相比上期增加100.02万股。易方达创业板ETF(15991 ...
算力概念牛股辈出 14股上涨空间获机构看好
转自:证券时报 以10月22日收盘价与机构一致预测目标价相比,14股上涨空间超过10%。申菱环境上涨空间62.16%,排 在第一位。上涨空间较大的还有奥飞数据、太辰光、润泽科技、沃尔核材、莲花控股等。 | 代码 | 简称 | A股市值 | 母校收益 预测机构 | 机构预测净 利润增速均 | 肥童 我 标价上涨空 | | --- | --- | --- | --- | --- | --- | | | | (亿元) | | | | | | | | 家数 | 值(%) | 间(%) | | 301018 | 田菱环境 | 169. 32 | D | 85. 96 | 62. 16 | | 300738 | 圆飞数据 | 188. 66 | 12 | 65. 46 | 57.94 | | 300570 | 太辰元 | 234. 21 | 13 | 63. 94 | 42. 49 | | 300442 | 润泽杆技 | 750. 82 | 19 | 34. 47 | 41.62 | | 002130 | 沃尔核材 | 357. 69 | 5 | 55. 23 | 33. 43 | | 600186 | 莲花控股 | 1 ...
创业板人工智能ETF华夏(159381)开盘涨0.39%
Xin Lang Cai Jing· 2025-10-21 01:44
创业板人工智能ETF华夏(159381)业绩比较基准为创业板人工智能指数收益率,管理人为华夏基金管 理有限公司,基金经理为单宽之,成立(2025-03-14)以来回报为52.12%,近一个月回报为-7.61%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 来源:新浪基金∞工作室 10月21日,创业板人工智能ETF华夏(159381)开盘涨0.39%,报1.529元。创业板人工智能ETF华夏 (159381)重仓股方面,中际旭创开盘涨1.74%,新易盛涨0.23%,天孚通信涨0.47%,软通动力涨 0.18%,润泽科技涨0.20%,全志科技涨0.62%,景嘉微跌0.63%,深信服涨1.04%,北京君正涨0.76%, 网宿科技涨0.36%。 ...
通信行业 25Q3 前瞻:AI 算力网络主线持续重视!
Investment Rating - The report maintains a positive outlook on the communication industry, emphasizing three main lines of investment: AI computing network differentiation, strengthening of the satellite industry, and optimization of the economic cycle [5][6]. Core Insights - The AI industry is evolving towards inference-driven models, with a diversified computing power solution landscape. The domestic supply chain for chips and modules is beginning to integrate, and the data center supply-demand inflection point has emerged [5][6]. - The satellite communication sector is experiencing significant catalysts, with a complete industry chain forming. Direct satellite connections are expected to drive growth in antennas, RF chips, and inter-satellite communication [5][6]. - The report identifies several high-quality cyclical stocks with confirmed growth and low valuations, particularly in sectors like Beidou navigation and controllers, suggesting a potential return of the investment "pendulum" [5][6]. Summary by Sections AI Computing Network - The AI computing network is highlighted as a key investment line, with operators actively building computing power and expected stable growth. High dividend yields continue to attract investors [5][6]. - The network equipment sector benefits from AI demand, with capital expenditures from operators and CSPs providing structural boosts [5][6]. - The optical device and chip industry is seeing continuous performance releases, driven by both domestic and international demand [5][6]. Satellite Communication - The satellite internet industry is undergoing intense catalysis, with multiple segments expected to maintain high value and high barrier attributes. The focus is on regular launch progress and commercialization [5][6]. Economic Cycle Optimization - The report emphasizes the recovery of demand in various sectors, including high-precision positioning and connectors, with significant growth expected in industrial automation and IoT driven by AI and robotics [5][6]. - The IDC sector is experiencing a structural supply-demand reversal, with core demand remaining in short supply, indicating a sustained high economic cycle [5][6]. Company Performance Predictions - The report forecasts significant profit growth for key companies in the communication sector for Q3 2025, with expected net profit growth rates exceeding 50% for several firms, including NewEase (220%), and 5.5G Canqin Technology (120%) [5][6]. - Companies like China Mobile and China Telecom are expected to maintain stable capital expenditures and improve return on equity through optimized revenue-cost dynamics [7][8]. Key Companies and Their Prospects - **China Mobile**: Focused on AI computing networks, with stable capital expenditure and improved ROE [7]. - **Zhongji Xuchuang**: Leading in optical modules, benefiting from AI computing demand [7]. - **NewEase**: Strong brand presence in optical communication, expected to benefit from AI computing network demand [7]. - **Tianfu Communication**: Anticipated to maintain high growth due to increasing demand for optical devices [7]. - **Zhongxing Communication**: Positioned well for growth through digital transformation and internal profit margin improvements [8]. This comprehensive analysis highlights the positive outlook for the communication industry, driven by advancements in AI, satellite technology, and cyclical recovery across various sectors.
通信行业25Q3前瞻:AI算力网络主线持续重视
Investment Rating - The report maintains a positive outlook on the communication industry, indicating an "Overweight" rating for the sector [2][22]. Core Insights - The report emphasizes three main lines for the communication industry in 2025: differentiation in computing networks, strengthening of the satellite industry, and optimization of the economic cycle [4][5]. - The AI industry is evolving towards inference-driven models, with a diversified approach to computing solutions. The supply-demand turning point for data centers has been observed, and technologies like liquid cooling are accelerating penetration [4][5]. - The satellite communication sector is experiencing intensive industry catalysis, forming a closed loop across the entire industry chain, with direct satellite connections expected to drive growth in antennas, RF chips, and inter-satellite communication [4][5]. - The report identifies several high-quality cyclical stocks with confirmed growth and low valuations, particularly in sectors like Beidou navigation and controllers, suggesting a return of the investment "pendulum" [4][5]. Summary by Sections Computing Network - The AI industry trend is shifting towards inference dominance, with the upstream supply chain for domestic chips and modules beginning to integrate [4]. - Data center supply-demand dynamics are changing, with liquid cooling technologies gaining traction [4][5]. Satellite Communication - The second half of 2024 marks a significant catalyst for the satellite communication industry, with a complete industry chain now established [4][5]. Economic Cycle Optimization - The report highlights the importance of downstream economic conditions, particularly in sectors like Beidou navigation and controllers, indicating a strong potential for cyclical stocks [4][5]. Performance Forecast for Key Companies - The report forecasts significant profit growth for key companies in the communication sector for Q3 2025, with expected net profit growth rates exceeding 50% for several firms, including NewEase (220%), and 5.5G Canqin Technology (120%) [4][14]. - Companies like China Mobile and China Telecom are expected to maintain stable capital expenditures, with a focus on AI computing networks [6][14]. Related Companies - Key companies identified include Zhongji Xuchuang, NewEase, and Huagong Technology in the AI computing network segment, and operators like China Mobile and China Telecom [4][6][14].
润泽科技调研中国信息协会具身智能专业委员会 探讨具身智能赋能康养产业
Core Insights - The article highlights a strategic collaboration between Runze Technology and the China Information Association's Embodied Intelligence Professional Committee, focusing on the application of embodied intelligence technology in the health and wellness industry [1] Company Summary - Runze Technology, represented by Chairman Zhou Chaonan, is actively engaging in discussions to enhance the health and wellness sector through embodied intelligence technology [1] - The company has established a unique industrial layout and technological accumulation in the relevant fields through the Runze Intelligent Society Joint Research Institute [1] Industry Summary - The collaboration aims to explore various aspects such as joint research on technical standards, co-creation of application scenarios, and joint talent cultivation in the embodied intelligence health and wellness robotics industry [1] - This exchange marks a significant step forward in the partnership, with both parties committed to driving innovation and industrial aggregation of embodied intelligence technology in China's health and wellness service sector [1]
以金融 “活水” 润泽科技创新
Huan Qiu Wang· 2025-10-10 08:55
邮储银行安徽省分行普惠金融事业部相关负责人介绍:"针对科技型企业的特征,我们打破既有的授信 逻辑,组织信贷条线员工'吃透'安徽十大新兴产业链,从'看过去、看财报、看抵押担保'转变为'看未来、 看核心技术和团队';聚焦并深入行业开展基础研究,从而有效制定专享授信产品、专职审查审批、专 项尽职免责、专门激励考核等制度规范,完善'敢贷、愿贷、能贷'的长效机制。"截至2024年底,邮储银 行安徽省分行全年新增科技型企业贷款107.51亿元,增速达51%。 全生命周期服务:打造科技金融生态圈 来源:环球网 深圳市欣冠精密技术有限公司的生产车间里,智能化设备高速运转。这家刚刚入选国家级专精特新"小 巨人"的企业,凭借邮储银行"腾飞贷"的中长期资金金支持,实现了从"制造"到"创造"的跃升。 "这是我们首次获得中长期贷款支持,"欣冠精密董事长助理邵羲晖表示,"邮储银行让我们有更多底气 升级软硬件、投入研发团队,坚定地走向高质量发展。"而就在不久前,企业还因缺乏传统抵押物,授 信额度无法匹配快速增长的订单需求。 欣冠精密的蜕变是邮储银行深耕科技金融的一个缩影。2023年10月,中央金融工作会议指出做好科技金 融、绿色金融、普惠 ...
A股异动丨润泽科技跌逾8%,股东宁波大容拟减持不超1%公司股份
Ge Long Hui A P P· 2025-10-10 05:31
格隆汇10月10日|润泽科技(300442.SZ)跌8.36%,报49.74元,总市值812.9亿元。润泽科技公告称,股东宁波大容明琛创业投资合伙企业(有限合伙)计划自本 公告披露之日起15个交易日后90日内,通过集中竞价交易和大宗交易方式合计减持不超过16,343,434股股份,占公司总股本的1.0000%,占扣除公司回购专 用账户股份后总股本的1.0023%。减持原因为自身资金需求,减持股份来源为公司首次公开发行前已持有的股份及二级市场增持股份。(格隆汇) ...
10月10日早间重要公告一览
Xi Niu Cai Jing· 2025-10-10 03:52
Group 1 - Dongfang Caifu announced that shareholders plan to transfer a total of 237.8 million shares at a price of 24.40 yuan per share, with 32 institutional investors participating in the bidding [1] - Laofengxiang's subsidiary plans to invest 24 million USD to acquire a 20% stake in Maybach Luxury Goods Asia Pacific, becoming the second-largest shareholder [1] - Saito Bio's subsidiary received a CEP certificate for Dexamethasone Sodium Phosphate, allowing it to sell in international markets [2] Group 2 - Jianglong Shipbuilding is expected to win a bid for a 600-ton fishery enforcement vessel project worth 72.99 million yuan, accounting for 4.22% of its audited revenue for 2024 [3] - Shikong Technology is planning to acquire control of Shenzhen Jiahe Jinwei Electronic Technology Co., Ltd., with stock trading suspended for up to 5 trading days [4] - Mould Technology's controlling shareholder plans to reduce its stake by up to 1% due to funding needs [5] Group 3 - Guokong Electronics expects a net profit increase of 64.72% to 80.17% for the first three quarters of 2025, with projected revenue of 340 million to 370 million yuan [7] - Beimo High-Tech anticipates a net profit increase of 50% to 60% for the same period, with a projected net profit of 125 million to 133 million yuan [8] - ST Haofeng's controlling shareholder has transferred 15.0046% of shares to Zhixin Network at a price of 6 yuan per share, totaling 331 million yuan [9] Group 4 - ST Changyuan's major shareholder plans to reduce its stake by up to 3% within 90 days due to risk management [11] - Runze Technology's shareholder plans to reduce its stake by up to 1% due to personal funding needs [12] - Limin Co. expects a net profit increase of 649.71% to 669.25% for the first three quarters of 2025, with a projected net profit of 384 million to 394 million yuan [14] Group 5 - Kanda New Materials received a government subsidy of 10.05 million yuan, accounting for 4.08% of its latest audited net profit [15] - Keheng Co.'s shareholder plans to reduce its stake by up to 1% due to personal funding needs [16] - New Hope reported a September sales revenue of 1.746 billion yuan from 1.3942 million pigs sold, with a year-on-year decline of 23.82% [18] Group 6 - Wan'an Technology plans to invest 150 million yuan to establish a joint venture in Wuhan for automotive chassis systems [19] - Wan'an Technology also intends to acquire a 40% stake in Fuao Wan'an for 26.22 million yuan, aiming for full ownership [19] - Kuai Ke Electronics' controlling shareholder plans to transfer 4% of the company's shares through an inquiry [20] Group 7 - Changan Automobile's joint venture Avita Technology has completed payment of 3.45 billion yuan for a 10% stake in Huawei's Yiwang [21]