证券日报网讯1月22日，精测电子（300567）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东总户数24356户。 ...

数据显示，易方达基金旗下1只基金位居精测电子十大流通股东。易方达创业板ETF（159915）三季度 减持68.62万股，持有股数408.28万股，占流通股的比例为1.8%。根据测算，今日浮亏损失约3364.2万 元。 易方达创业板ETF（159915）成立日期2011年9月20日，最新规模1102亿。今年以来收益2.95%，同类排 名4011/5542；近一年收益58.47%，同类排名757/4256；成立以来收益276.14%。 1月22日，精测电子跌5.43%，截至发稿，报143.48元/股，成交5.75亿元，换手率1.71%，总市值401.38 亿元。 资料显示，武汉精测电子集团股份有限公司位于武汉市东湖新技术开发区佛祖岭四路2号，成立日期 2006年4月20日，上市日期2016年11月22日，公司主营业务涉及显示、半导体及新能源检测系统的研 发、生产与销售。主营业务收入构成为：显示48.56%，半导体40.74%，新能源8.67%，其他(补 充)2.03%。 从精测电子十大流通股东角度 截至发稿，成曦累计任职时间9年263天，现任基金资产总规模2501.21亿元，任职期间最佳基金回报 131.04%， ...

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、半导体、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。 每日经济新闻 （责任编辑：张晓波 ） 1月21日上午，A股三大指数集体上涨，上证指数盘中上涨0.19%，电子、国防军工、通信等板块涨 幅靠前，煤炭、商贸零售跌幅居前。消费电子走强，截至9:45，消费电子ETF（159732.SZ）上涨 1.01%，成分股兆易创新上涨5.08%，恒玄科技上涨3.71%，精测电子上涨3.51%，晶合集成上涨3.15%， 闻泰科技上涨2.88%。 IDC最新发布的《全球季度手机跟踪报告》初步数据显示，2025年第四季度（4Q25）全球智能手机 出货量同比增长2.3%，达到3.363亿部。值得注意的是，苹果与三星成为前五厂商中增长最强劲的两 家，同比增速分别达到6.3%和7.9%。 大同证券表示，尽管受到存储芯片短缺的影响，市场仍在高端机型持续增长、折叠屏强劲表现以及 消费者对未来涨价预期而提前换机的共同推动下实现增长。 【免责声明】本文仅代表作者本 ...

#铠侠表明供不应求将持续。 近日铠侠存储事业部总经理中户俊介接受采访时表示，虽然人工智能（AI）需求的激增带来了前所未有的繁荣， 但供需紧张、供不应求的局面可能会持续一段时间，不仅导致企业级固态硬盘供应短缺，也导致消费级固态硬盘 供应短缺；近期国内外FAB迎来资本开支高峰期，我们一如既往的坚定看好半导体设备，新增推荐金海通。 【广发机械】半导体设备跟踪推荐：铠侠表示存储紧缺将继续，积极关注半导体设备 #铠侠表明供不应求将持续。 近日铠侠存储事业部总经理中户俊介接受采访时表示，虽然人工智能（AI）需求的激增带来了前所未有的繁荣， 但供需紧张、供不应求的局面可能会持续一段时间，不仅导致企业级固态硬盘供应短缺，也导致消费级固态硬盘 供应短缺；近期国内外FAB迎来资本开支高峰期，我们一如既往的坚定看好半导体设备，新增推荐金海通。 【广发机械】半导体设备跟踪推荐：铠侠表示存储紧缺将继续，积极关注半导体设备 #强一股份。 逻辑方面，公司已经切入B客户、H客户等头部算力芯片客户，有望随着国产卡放量；存储探针卡方面，公司已完 成面向HBM、NORFlash、DRAM 的2.5DMEMS探针卡产品交付或初步验证，叠加海外探针卡 ...

#半导体设备更新20260120 #半导体设备更新20260120 12月中国大陆进口荷兰光刻机数据大幅增长： 台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 金额：合计21.8亿美元 #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 12月中国大陆进口荷兰光刻机数据大幅增长： 台数：33台=上海12台+北京7台+广东3台+湖北4台+江苏5台+浙江/重庆各1台 金额：合计21.8亿美元 #近期变化：2025年9-12月上海/北京光刻机进口台数显著增加、上海合计42台、北京合计12台 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线 我们认为上海北京均以逻辑由其是先进逻辑产线扩产为主、建议重点关注后续先进逻辑产线扩产带来的国产设备 放量机会，重点关注： 1精测电子：明场设备放量有望超预期 ...

（来源：淘金ETF） 1.信维通信300136 作为苹果产业链核心供应商，公司主营射频元器件与电磁屏蔽产品，深度绑定苹果手机、平板等产品线 的天线与无线充电模块需求。在消费电子存量竞争阶段，其凭借技术迭代能力和精密制造优势，持续巩 固供应链地位。同时，公司正积极拓展汽车电子等新场景，布局车载无线充电与通信模块业务，以平滑 消费电子周期波动，打造第二增长曲线。从行业维度看，随着苹果对终端设备智能化、集成化要求的提 升，公司在射频领域的技术积累将进一步转化为订单优势。 2.四川长虹600839 公司通过子公司间接切入苹果产业链，主要提供智能电视相关的显示模组与电源管理组件。依托多年积 累的家电制造经验，其在精密组装和成本控制方面具备成熟能力。当前，公司正加速推进"家电+物联 网"战略，围绕苹果生态打造多场景智能终端协同方案，探索家庭场景下的增值服务。在行业层面，消 费电子与家电的融合趋势，为公司带来了新的业务延展空间。 3.智立方301312 作为苹果产业链的后起之秀，公司专注于自动化测试设备的研发与制造，产品覆盖苹果芯片、摄像头模 组等核心部件的性能检测环节。凭借对精密检测技术的持续投入，其设备在精度与稳定性上 ...

| 证券代码：300567 | 证券简称：精测电子 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：123176 | 证券简称：精测转2 | | 武汉精测电子集团股份有限公司 | 股东名 | 持有张数 | 持有比 | 本次解除质押 前质押可转债 | 本次解除质押 后质押可转债 | 占其所持可 | 占公司可转 | | --- | --- | --- | --- | --- | --- | --- | | 称 | （张） | 例（%） | 数量（张） | 数量（张） | 转债比例（%） | 债比例（%） | | 彭骞 | 1,918,720 | 15.04 | 1,900,000 | 0 | 0 | 0 | （注：上述数据以公司截至 2026 年 1 月 19 日的"精测转 2"债券总数 12,753,759 张为依据计算）。 关于控股股东、实际控制人可转换公司债券解除质押的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 武汉精测电子集团股份有限公司（以下简称"公司"）近日接到公司控股股 东、实际控制人彭骞先生的通知， ...

Group 1 - As of January 19, the total market financing balance is 2.71 trillion yuan, a decrease of 8.5 billion yuan from the previous trading day [1] - The financing balance for the Shanghai Stock Exchange is 1.36 trillion yuan, down 1.1 billion yuan, while the Shenzhen Stock Exchange's balance is 1.34 trillion yuan, down 7.5 billion yuan [1] - The North Exchange saw an increase in financing balance to 9.11 billion yuan, up 131 million yuan [1] Group 2 - On January 19, a total of 1,619 stocks received net financing purchases, with 486 stocks having net purchases exceeding 10 million yuan, and 33 stocks exceeding 100 million yuan [1] - Jianghuai Automobile topped the list with a net purchase of 362 million yuan, followed by Unisplendour and Jingce Electronics with net purchases of 282 million yuan and 267 million yuan, respectively [1] - Industries with significant net purchases include electronics, power equipment, and non-ferrous metals, with 10, 6, and 3 stocks respectively [1] Group 3 - The average financing balance as a percentage of market capitalization for stocks with significant net purchases is 4.76% [2] - Zhejiang Wenlian has the highest financing balance at 1.48 billion yuan, accounting for 10.95% of its market capitalization [2] - Other companies with high financing balance ratios include Jianghuai Automobile at 10.63%, Haibo Technology at 9.90%, and Demingli at 9.17% [2] Group 4 - The top net purchases on January 19 include Jianghuai Automobile with a 4.77% increase, Unisplendour with a 2.77% increase, and Jingce Electronics with a 6.26% increase [3] - Jianghuai Automobile's latest financing balance is approximately 1.20 billion yuan, representing 10.63% of its market capitalization [3] - Other notable companies include Top Group, Lanke Technology, and New Spring Shares, with net purchases of 191 million yuan, 191 million yuan, and 186 million yuan, respectively [3] Group 5 - Additional significant net purchases include Zhejiang Wenlian with a 10.95% financing balance ratio, Demingli at 9.17%, and Meinian Health at 7.52% [4] - Companies like China Ping An and Goldwind Technology also show notable financing balances, with respective ratios of 4.41% and 3.96% [4] - The report highlights various sectors, including electronics, machinery, and power equipment, indicating diverse investment interests among financing clients [4]

Summary of Key Points Core Viewpoint - As of January 19, the total market financing balance decreased to 2.71 trillion yuan, reflecting a reduction of 8.5 billion yuan from the previous trading day, indicating a cautious sentiment among investors [1]. Group 1: Market Financing Overview - The financing balance for the Shanghai Stock Exchange is 1.36 trillion yuan, down by 1.1 billion yuan, while the Shenzhen Stock Exchange's balance is 1.34 trillion yuan, decreasing by 7.5 billion yuan [1]. - The North Exchange saw an increase in financing balance to 9.11 billion yuan, up by 131 million yuan [1]. Group 2: Individual Stock Performance - On January 19, 1,619 stocks received net financing purchases, with 486 stocks having net purchases exceeding 10 million yuan, and 33 stocks surpassing 100 million yuan [1]. - Jianghuai Automobile led with a net purchase of 362 million yuan, followed by Unisplendour and Jingce Electronics with net purchases of 282 million yuan and 267 million yuan, respectively [1]. Group 3: Industry Analysis - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan include electronics, power equipment, and non-ferrous metals, with 10, 6, and 3 stocks respectively [1]. - In terms of board distribution, 24 stocks on the main board, 4 on the ChiNext board, and 5 on the Sci-Tech Innovation board received significant net purchases [1]. Group 4: Financing Balance and Market Value - The average financing balance as a percentage of the circulating market value for stocks with significant net purchases is 4.76% [2]. - Zhejiang Wenhu's stock has the highest financing balance at 1.48 billion yuan, accounting for 10.95% of its circulating market value, followed by Jianghuai Automobile at 10.63% [2].

Group 1 - As of January 19, the margin trading balance of A-shares is 27,231.75 billion yuan, a decrease of 83.62 billion yuan from the previous trading day, accounting for 2.63% of the A-share circulating market value [1] - The margin trading turnover on the same day is 2,683.76 billion yuan, down by 681.14 billion yuan from the previous trading day, representing 9.82% of the A-share transaction volume [1] - Among the 31 primary industries, 10 industries received net financing inflows, with the automotive industry leading at a net inflow of 758 million yuan [1] Group 2 - A total of 33 stocks received net financing inflows exceeding 100 million yuan, with Jianghuai Automobile leading at a net inflow of 362 million yuan [1] - Other notable stocks with significant net financing inflows include Unisplendour, Jingce Electronics, Top Group, Lanke Technology, New Spring Shares, Sungrow Power Supply, Zhejiang Wenhu Interconnect, China Ping An, and Goldwind Technology [1] - According to a report from Industrial Securities, in 2026, the automotive sector is expected to undergo a value reassessment due to advancements in high-level assisted driving and breakthroughs in robotics technology [2] - The robotics sector is gradually entering a large-scale production phase, with investment opportunities shifting from divergence to convergence [2] - The report suggests focusing on two main lines: technological changes in autonomous driving and robotics, and the industrial chain opportunities arising from large-scale implementation [2]