据央视新闻，当地时间8月6日，美国总统特朗普表示，美国将对芯片和半导体征收约100%的关税。特 朗普称，如果在美国制造，将不收取任何费用。 美股市场方面。截至最新收盘，道琼斯指数涨0.18%；标普500指数涨0.73%；纳斯达克综合指数涨 1.21%。 eSIM概念连续上涨 （原标题：关税大消息，涉及芯片和半导体！这个赛道火了，稀缺概念股名单出炉） eSIM市场规模有望持续扩大。 靠为核心优势，正在重塑消费电子与物联网生态。 eSIM市场规模有望持续扩大。智能手机方面，GSMA Intelligence预测，2025年底全球将约有10亿eSIM 智能手机连接，2030年将增长至69亿，占智能手机连接总数四分之三。物联网方面，据Juniper Research 统计，到2026年，预计全球约有6%的eSIM将用于物联网领域，全球使用eSIM技术的物联网连接数量将 从2023年的2200万增长至1.95亿。 中国信通院在发布的《eSIM产业热点问题研究报告(2025年)》中表示，eSIM技术正从"可穿戴设备专属 技术"向"全域数字基座"转型，未来，eSIM产业将以生态开放为核心，强化技术融合与跨境协同，发挥 eS ...

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [4][5] - Major telecom operators in China have restarted eSIM services, with China Unicom leading the way in resuming operations [3][4] - eSIM technology is transitioning from being exclusive to wearable devices to becoming a foundational digital technology, enhancing the digital economy [4][5] Group 2 - eSIM concept stocks have seen an average increase of 10.4% this week, with notable performers including Cheng Tian Wei Ye and Si Te Qi [2][3] - Cheng Tian Wei Ye reported a 30.47% increase in stock price, driven by growing demand for smart card applications in new fields [5][6] - Mei Ge Intelligent and Yi Yuan Communication are expected to report significant year-on-year profit growth, with Mei Ge projecting a net profit increase of 109.07% to 153.87% [6]

液冷概念板块领涨，上涨1.94%，其中科创新源上涨19.99%，澄天伟业上涨12.09%，川环科技上涨 10.54%，飞龙股份、日海智能、英维克涨超9%。（第一财经AI快讯） ...

Core Viewpoint - The announcement details the completion of a share reduction plan by major shareholders of Cheng Tian Wei Ye, indicating a significant change in shareholding structure and potential liquidity events for the company [1][2]. Shareholder Reduction Plan - Major shareholders Xu Shiqiang and Feng Chengtian planned to reduce their holdings by up to 3,418,600 shares, representing 2.96% of the company's total issued shares [1]. - The reduction period was set from July 18, 2025, to October 17, 2025, excluding certain prohibited trading periods [1]. Share Reduction Details - Feng Chengtian executed multiple share reductions between July 21 and August 5, 2025, totaling 2,000,000 shares at various average prices, with a total cash-out amounting to approximately 140.38 million yuan [2]. - Xu Shiqiang also participated in the reduction, selling 531,000 shares during the same period [3]. Post-Reduction Shareholding - After the reductions, Feng Chengtian's shareholding decreased from 4,175,472 shares (3.61%) to 1,287,874 shares (1.11%), while Xu Shiqiang's holding dropped from 1,043,432 shares (0.90%) to 512,432 shares (0.44%) [3][4]. - The combined holdings of Xu Shiqiang and his concert party, Jing Zai Jun, fell from 6.99% to 5.90%, triggering a change in their reported equity stake [3]. Control and Governance Impact - The share reduction plan is not expected to alter the company's control structure or significantly impact its governance and ongoing operations [4]. - The actual controller of the company is identified as Feng Xueyu, who is also the chairman and general manager, indicating a stable leadership despite the shareholding changes [4].

该机构认为，AI带动的算力行业需求强劲，持续推荐算力产业链，包括北美链和国内链，建议持续重 视。 液冷服务器概念6日发力走高，截至发稿，科创新源20%涨停，方盛股份涨约13%创出新高，飞龙股 份、日海智能均涨停，鸿富瀚、澄天伟业涨超8%。 行业方面，2025年二季度，北美四大互联网厂商资本开支总计958亿美元，同比增长64%，持续保持高 增态势，并对后续季度以及全年展望乐观，谷歌和Meta上调今年指引，亚马逊表示二季度资本开支可 代表下半年单季度资本开支水平，微软预计下季度（2026财年第一财季）资本开支超过300亿美元（对 应同比增长超过50%）。 中信建投证券表示，2025年是英伟达AI芯片液冷渗透大幅提升的一年，同时随着单芯片功耗的提升， 后续液冷市场规模有望明显增长。而随着ASIC机柜方案逐步采用液冷以及国内厂商超节点方案的推 出，液冷在ASIC市场以及国内市场的渗透预计也将快速提升，进一步打开市场空间。建议重视液冷板 块。 （文章来源：证券时报网） ...

Company Performance - Cheng Tian Wei Ye's stock price reached a historical high, increasing by 10.33% to 62.58 yuan, with a trading volume of 2.4999 million shares and a transaction value of 148 million yuan, resulting in a turnover rate of 2.47% [2] - The company's latest A-share total market capitalization is 7.234 billion yuan, with a circulating market capitalization of 6.331 billion yuan [2] - In the first quarter, the company achieved operating revenue of 92.9065 million yuan, representing a year-on-year growth of 33.01%, and a net profit of 5.2987 million yuan, reflecting a significant year-on-year increase of 1143.65% [2] - The basic earnings per share are 0.0458 yuan, with a weighted average return on equity of 0.78% [2] Industry Overview - The telecommunications industry, to which Cheng Tian Wei Ye belongs, experienced an overall decline of 0.31% [2] - Within the industry, 29 stocks saw price increases, with Cheng Tian Wei Ye, Bei Wei Technology, and Ri Hai Intelligent leading the gains at 10.33%, 10.04%, and 9.96% respectively [2] - Conversely, 90 stocks in the industry experienced price declines, with Chang Xin Bo Chuang, Xin Tian Technology, and Chang Fei Optical Fiber showing the largest drops at 2.81%, 2.79%, and 2.32% respectively [2]

1、行情 截至收盘，沪指、深成指、创业板指分别收涨0.96%、0.59%、0.39%，市场超3900股上涨，1300余股下跌。 微盘股指数今天高开高走大涨1.2%，再度刷新历史新高。 沪深两市累计成交近1.6万亿，较此前有较为明显的缩量。 指数继续全线集体坚挺上涨。 题材方面，eSIM概念上午大爆发，日海智能直线拉板，东信和平、澄天伟业（20CM）双双涨停，新恒汇、思特奇、楚天龙、美格智能、广和 通、恒宝股份等盘中纷纷大涨； PEEK材料震荡走强，中欣氟材、新瀚新材（20CM）涨停，南京聚隆、中研股份、兄弟科技、泰和科技等集体大涨； 午后，脑科学概念迎来脉冲，创新医疗涨停，翔宇医疗涨近14%，爱朋医疗、荣泰健康、熵基科技等集体大涨； 此外，兵装重组、高速铜缆、液冷服务器等均有强势表现，西藏、医药、玻纤等小幅回调。 2、eSIM 今日上午，eSIM概念迎来集体爆发。 日海智能直线拉板，东信和平、澄天伟业（20CM）双双涨停； 新恒汇、思特奇、楚天龙、美格智能、广和通、恒宝股份等盘中纷纷大涨。 eSIM概念上午突然暴起，最终大涨超7.9%。 消息方面……其实没啥消息。 主要的催化应该是来自机构的吹票，虽然我也不知 ...

证券之星消息，8月5日通信设备板块较上一交易日上涨1.88%，澄天伟业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300689 | 澄天伟业 | 56.72 | 19.99% | 8.19万 | | 4.18亿 | | 300548 | 长芯博创 | 95.40 | 13.44% | 42.81万 | | 266.88 | | 002017 | 东信和平 | 27.16 | 10.00% | 121.07万 | | 31.01亿 | | 601869 | 长飞光纤 | 57.00 | 10.00% | 25.95万 | | 14.04亿 | | 002313 | 日海智能 | 11.24 | 9.98% | 41.39万 | | 4.51亿 | | 688182 | 灿勤科技 | 28.50 | 9.83% | 16.74万 | | 4.59亿 ...

一、行情回顾 沪指全天震荡走强，创业板指探底回升。eSIM概念股爆发，澄天伟业、日海智能等涨停。机器人概念股延续强势，中马传动、国机精工等封板。军工板块 继续活跃，长城军工、湖南天雁等涨停。下跌方面，创新药概念冲高回落，昂利康接近跌停。个股涨多跌少，沪深京三市超3900股飘红，今日成交1.62万 亿。 二、当日热点 1.eSIM eSIM板块今日大涨，日海智能、东信和平、澄天伟业等涨停。新恒汇、楚天龙、恒宝股份、美格智能、广和通等集体大涨。 催化上，苹果iPhone17系列将于9月发布，根据产业链新闻，其中iPhone 17 Air是最新旗舰机型，主打轻薄设计，机身厚度仅5.5mm，成为苹果史上最薄的 iPhone。苹果或在该新品上取消物理SIM卡槽，全面转向eSIM技术。 此前知名数码博主发文"低轨卫星通讯+eSIM，新的通讯架构"，并带上了"华为Mate 80"话题标签。同时在与网友互动中该博主还透露，该系列正在测试 eSIM功能。 催化上，2025世界机器人大会将于8月8日至12日在北京经济技术开发区北人亦创国际会展中心举办。紧随其后，8月14日至17日，全球首届人形机器人运动 会—— 2025世界人形 ...

证券之星消息，8月1日通信设备板块较上一交易日下跌1.06%，剑桥科技领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688418 | 農有科技 | 29.86 | 7.95% | 17.77万 | 5.25亿 | | 002902 | 铭普光磁 | 22.70 | 7.13% | 30.67万 | 6.92 Z | | 300414 | 中光防雷 | 15.54 | 3.95% | 60.10万 | 9.20亿 | | 300689 | 澄天伟业 | 46.53 | 3.52% | - 3.24万 | 1.49亿 | | 688143 | 长雷通 | 43.67 | 3.34% | 3.68万 | 1.61亿 | | 002313 | 日海智能 | 10.03 | 3.30% | 20.37万 | 2.01亿 | | 300638 | 广和通 | 27.12 ...