截至收盘，上证指数报3996.94点，上涨1.18%；深证成指报13489.4点，上涨1.51%；创业板指报3234.45 点，上涨1.98%。沪深北三市合计成交额23568亿元，较前一交易日增加3650亿元。 当前正值上市公司三季报披露季，截至10月27日13时许，A股市场共有1312家上市公司披露三季报。上 市公司整体业绩如何？哪些行业公司业绩高增长？ 据数据统计，已披露三季报的1312家上市公司中，774家公司前三季度净利润同比增长，占比58.99%； 其余逾四成上市公司三季度净利润同比下滑。 近六成上市公司三季度净利润同比增长 深圳商报记者 钟国斌 还差一毫米！10月27日，沪深股市强势上攻，上证指数涨超1%逼近4000点，最高攀升至3999.07点，距 离4000点仅差0.93点，续创逾10年新高。 从上市公司三季报营收来看，前三名分别为中国移动、中国电信、中国联通，营业收入分别为7946.66 亿元、3942.70亿元、2929.85亿元。 一位资深业内人士分析指出，本轮三季报业绩增长呈现鲜明结构性特征：半导体、人工智能、消费电 子、电力设备等行业成为业绩高增长生力军。例如半导体企业受益于需求复苏 ...

据行业测算，当机柜功率密度超过30kW时，风冷系统的散热效率将下降，且会额外增加机房能 耗，而液冷技术凭借散热效率高、能耗低、噪音小等核心优势，成为解决高密度算力散热难题的唯一可 行路径。 全球市场研究机构已纷纷释放液冷行业的增长信号。Markets and Markets最新报告预测，至2032年 液冷市场规模有望提升至211.4亿美元(折合人民币超1500亿元)，2025-2032年复合增速约为33.2%； Grand View Research和IDC的多项调研亦显示，高密度机柜（≥40kW/架）正成为液冷部署的核心场景， 液冷渗透率预计在2027年后将显著提升。 在此趋势下，SuperX Cooltech的成立具备鲜明的时代前瞻性。据悉，合资公司聚焦的机柜级液冷解 决方案，覆盖从冷却分配单元（CDU）、高性能液冷板到整机柜热管理系统的全链路产品，恰好契合 全球AI算力中心从"分散散热"向"系统级热管理"转型的需求，既能解决当前高密度算力的散热痛点，又 能提前布局MLCP等下一代技术，为后续市场竞争抢占先机。 强强协同构建核心壁垒 近日，澄天伟业（300689.SZ）公司宣布，其全资子公司香港澄天伟业科 ...

全球市场研究机构已纷纷释放液冷行业的增长信号。Markets and Markets最新报告预测，至2032年液冷 市场规模有望提升至211.4亿美元(折合人民币超1500亿元)，2025—2032年复合增速约为33.2%；Grand View Research和IDC的多项调研亦显示，高密度机柜(≥40kW/架)正成为液冷部署的核心场景，液冷渗透 率预计在2027年后将显著提升。 在此趋势下，SuperX Cooltech的成立具备鲜明的时代前瞻性。据悉，合资公司聚焦的机柜级液冷解决方 案，覆盖从冷却分配单元(CDU)、高性能液冷板到整机柜热管理系统的全链路产品，恰好契合全球AI算 力中心从"分散散热"向"系统级热管理"转型的需求，既能解决当前高密度算力的散热痛点，又能提前布 局MLCP等下一代技术，为后续市场竞争抢占先机。 澄天伟业（300689）(300689.SZ)正式切入全球AI液冷核心赛道。 近日，澄天伟业公告称，其全资子公司香港澄天伟业科技有限公司与AI基础设施解决方案提供商—— SuperX AI Technology Limited(以下简称"SuperX")及关联方指定主体达成深度合作，在 ...

近日，深圳市澄天伟业科技股份有限公司（股票代码：300689）（以下简称"公司"或"澄天伟业"）全资 子公司香港澄天伟业科技有限公司，在新加坡与AI基础设施解决方案提供商 SuperX AI Technology Limited（NASDAQ：SUPX）（以下简称"SuperX"）及公司关联方指定主体达成最终协议，共同投资设 立新加坡合资公司SUPERX COOLTECH PTE. LTD.（以下简称"SuperX Cooltech"）。 合资公司SuperX Cooltech将整合各方在AI系统集成与热管理核心部件领域的优势，专注于AI服务器与 高性能计算（HPC）机柜级液冷散热系统的研发、生产及国际市场拓展。通过打造合作品牌"SuperX Cooltech"，合资公司致力于为全球市场（中国大陆及港澳特别行政区除外）提供高效、可靠且具有前 瞻性的液冷解决方案。此次与SuperX的战略合作，标志着澄天伟业"数字与能源热管理"业务全球战略布 局的关键落地。 01 液冷技术成为AI数据中心破局关键澄天伟业布局全栈解决方案 随着NVIDIA Blackwell等新一代GPU架构将单机柜功耗推向100kW以上，传统的 ...

据公告，合资公司SuperX Cooltech将整合各方在AI系统集成与热管理核心部件领域的优势，专注于AI 服务器与高性能计算(HPC)机柜级液冷散热系统的研发、生产及国际市场拓展。通过打造合作品 牌"SuperX Cooltech"，合资公司致力于为全球市场(中国大陆及港澳特别行政区除外)提供高效、可靠且 具有前瞻性的液冷解决方案。此次与SuperX的战略合作，标志着澄天伟业"数字与能源热管理"业务全球 战略布局的关键落地。 随着AI模型规模与算力密度持续攀升，数据中心功率密度和能效压力显著上升，液冷技术正逐步成为 高性能计算和AI服务器的主流散热路径。行业研究机构MarketsandMarkets预测，全球数据中心液冷系 统市场将在未来数年保持高速增长，市场规模有望达到数十亿美元级别。Grand View Research和IDC的 多项调研亦显示，高密度机柜(≥40kW/架)正成为液冷部署的核心场景，液冷渗透率预计在2027年后将显 著提升。 近日，澄天伟业（300689）(股票代码：300689)全资子公司香港澄天伟业科技有限公司，在新加坡与AI 基础设施解决方案提供商SuperX AI Techn ...

证券时报·数据宝统计，截至今日上午收盘，上证综指3991.35点，收于五日均线之上，涨跌幅1.04%，A 股总成交额为15760.10亿元。到目前为止，今日有722只A股价格突破了五日均线，其中乖离率较大的个 股有龙竹科技、永福股份、先锋新材等，乖离率分别为15.40%、14.16%、13.24%；艾布鲁、新华医 疗、云南白药等个股乖离率较小，刚刚站上五日均线。 10月27日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920445 | 龙竹科 | 20.22 | 12.58 | 12.21 | 14.09 | 15.40 | | | 技 | | | | | | | 300712 | 永福股 份 | 19.98 | 9.37 | 25.61 | 29.24 | 14.16 | | 300163 | 先锋新 材 | 18.01 | 27.91 | 3.76 | 4 ...

Core Viewpoint - SuperX has established a joint venture, SuperX Cooltech Pte. Ltd., with a subsidiary of Cheng Tian Wei Ye to address the cooling challenges posed by the exponential growth of AI computing power [1][2] Group 1: Joint Venture Formation - The joint venture aims to integrate both companies' strengths in AI system integration and thermal management components to provide advanced liquid cooling products and infrastructure solutions globally [1][2] - SuperX will become the largest shareholder of the joint venture upon completion of the investment [1] Group 2: Market Context and Technology - Traditional air cooling methods are insufficient for managing the high thermal flux required by AI training and inference clusters, making power consumption and cooling issues critical bottlenecks for AI data center deployment [1] - Efficient cabinet-level liquid cooling technologies, including cooling distribution units (CDUs) and high-performance liquid cooling plates, are rapidly becoming mainstream in the industry [1] Group 3: Competitive Advantages - SuperX's core advantages include a global perspective, AI server system integration capabilities, and an end-to-end customer service network, with a product line that includes high-performance AI servers and AI cloud services [2] - Cheng Tian Wei Ye has established a complete layout in key products such as nano-injection liquid cooling plates and CDU systems, enhancing the joint venture's competitive edge in the AI infrastructure solutions sector [2] Group 4: Production and Efficiency - The joint venture can leverage Cheng Tian Wei Ye's mature engineering and intelligent manufacturing systems to quickly convert advanced R&D results into reliable mass production, meeting global customers' stringent requirements for high-quality and stable supply chains [3] - Standardized modular designs will shorten project delivery cycles and optimize system-level thermal management, significantly improving customers' long-term return on investment [3]

Core Insights - A-share companies have reported strong performance in Q3 2025, with over 400 companies disclosing their earnings, showcasing significant revenue and profit growth across various sectors [2] Company Performance Summaries - **Ecovacs (科沃斯)**: Q3 revenue reached 4.2 billion yuan, up 29.26% year-on-year; net profit soared to 438 million yuan, a staggering increase of 7160.87%. For the first three quarters, revenue was 12.877 billion yuan, up 25.93%, and net profit was 1.418 billion yuan, up 130.55% [2] - **Tianbao Infrastructure (天保基建)**: Reported Q3 revenue of 2.32 billion yuan, a 47.99% increase year-on-year; net profit was 64.61 million yuan, up 7158.91%. For the first three quarters, revenue was 2.32 billion yuan, up 47.99% [4] - **Shanhe Intelligent (山河智能)**: First three quarters revenue was 5.057 billion yuan, down 2.08%; net profit was 966.47 million yuan, up 177.57%. Q3 revenue was 1.646 billion yuan, up 8.07%, with net profit at 46.77 million yuan, up 6750.18% [6] - **Suobede (硕贝德)**: Q3 revenue reached 782 million yuan, a 53.05% increase; net profit was 17.18 million yuan, up 3052.98%. For the first three quarters, revenue was 1.989 billion yuan, up 50.25%, and net profit was 50.71 million yuan, up 1290.66% [7] - **Antong Holdings (安通控股)**: Q3 revenue was 2.152 billion yuan, up 18.85%; net profit reached 152 million yuan, up 2155.18%. For the first three quarters, revenue was 6.537 billion yuan, up 22.65%, and net profit was 664 million yuan, up 311.77% [8] - **Guoxuan High-Tech (国轩高科)**: Q3 revenue was 10.114 billion yuan, up 20.68%; net profit was 2.167 billion yuan, up 1434.42%. For the first three quarters, revenue was 29.508 billion yuan, up 17.21%, and net profit was 2.533 billion yuan, up 514.35% [9]

Core Insights - The company, Cheng Tian Wei Ye Technology Co., Ltd., reported significant growth in its financial performance for the first three quarters of 2025, with a revenue of 310 million yuan, representing a year-on-year increase of 24.48%, and a net profit of 12.42 million yuan, showing a remarkable growth of 2925.45% [1][2] - In Q3 2025 alone, the company achieved a revenue of 100.6 million yuan, up 9.94% year-on-year, and a net profit of 1.5458 million yuan, which is a 225.45% increase compared to the same quarter last year [1][2] Financial Performance - The company's revenue for the first three quarters reached 310 million yuan, with a year-on-year growth of 24.48% [1] - The net profit attributable to shareholders was 12.42 million yuan, reflecting a substantial increase of 2925.45% [1] - In Q3 2025, the revenue was 100.6 million yuan, marking a 9.94% increase year-on-year, while the net profit was 1.5458 million yuan, up 225.45% [1] Business Operations - Cheng Tian Wei Ye is a leading enterprise in the smart card and dedicated chip sector, focusing on R&D, production, and sales of smart cards and dedicated chips [2] - The company's products are widely used in critical sectors such as communication, finance, transportation, and social security, maintaining a competitive edge through a full industry chain layout and one-stop service capabilities [2] - The company has been actively pursuing long-term partnerships with the four major telecom operators in China, which has become a new profit growth area [2] Strategic Development - The company plans to continue its innovation-driven strategy, focusing on extending its industrial chain and exploring new fields, particularly in collaboration with strategic partners like the four major telecom operators [3] - Cheng Tian Wei Ye aims to leverage opportunities in the semiconductor and digital energy thermal management markets through ongoing technological innovation and product upgrades [3] - The acceleration of global digitalization and the widespread application of emerging technologies are expected to provide the company with broader development prospects [3]

又有多家A股公司发布三季度业绩报告。 据不完全统计，截至目前，A股市场已有超1000家公司披露2025年第三季度业绩报告。昨日（10月24日） 晚间，有超400家公司披露三季报业绩，其中，多家公司业绩亮眼。具体来看： 科沃斯（603486）10月24日晚间发布三季报。数据显示，公司第三季度实现营业收入42亿元，同比增长 29.26%； 实 现 净 利 润 4.38 亿 元 ， 同 比 增 长 7160.87% 。 前 三 季 度 营 业 收 入 为 128.77 亿 元 ， 同 比 增 长 25.93%；净利润为14.18亿元，同比增长130.55%。净利润大幅增长主要系年初至报告期末公司整体收入， 特别是其中科沃斯品牌家用服务机器人业务收入同比增长，毛利率同比提升，其间费用率同比下降及投资收 益增加所致。 | 项目 | 本报告期 | 本报告期 比上年同 | | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | | | | 期增减变 | 年初至报告期末 | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 4. 200, 847, ...