据港交所文件，广东鼎泰高科技术股份有限公司向港交所提交上市申请书，联席保荐人为中信证券和汇 丰银行。 ...

广东鼎泰高科向港交所提交上市申请书。 ...

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

2025 年 11 月 30 日 总量研究 量能决定短期反弹高度 ——金融工程市场跟踪周报 20251130 本周（2025.11.24-2025.11.28，下同）A 股市场震荡反弹，创业板指领涨主要 宽基指数。量能表现方面，本周主要宽基指数量能逆势收缩，当前量能状态与市 场反弹表现不匹配，后续反弹力度或受量能压制收窄。资金面方面，本周融资增 加额转正，股票型 ETF 资金延续净流出，资金方面仍有分歧。 结合本周市场反弹高度、量能表现以及资金分歧状态，后市反弹力度或减弱，市 场再度进入震荡区间。中长线仍看好"红利+科技"主线，红利或在波动方面占 优。 本周上证综指上涨 1.40%，上证 50 上涨 0.47%，沪深 300 上涨 1.64%，中证 500 上涨 3.14%，中证 1000 上涨 3.77%，创业板指上涨 4.54%，北证 50 指数 上涨 0.75%。 截至 2025 年 11 月 28 日，宽基指数来看，上证指数和上证 50 指数处于估值分 位数"危险"等级，沪深 300、中证 500、中证 1000 和创业板指处于估值分位 数"适中"等级。 中信一级行业分类来看，煤炭、钢铁、建材、轻工制 ...

Core Insights - In the past five trading days, a total of 206 companies were investigated by institutions, with notable interest in companies like Luxshare Precision, Dingtai High-Tech, and Jerry Holdings [1][2] - Among the companies surveyed, 50 received attention from more than 20 institutions, with Luxshare Precision being the most popular, attracting 392 institutions [1] - The data indicates that 13 out of the 20 companies with significant institutional interest experienced net capital inflows, with Luxshare Precision seeing a net inflow of 683 million yuan [1][2] Group 1: Institutional Research Activity - A total of 206 companies were investigated by institutions from November 21 to November 27, with 87.38% of these companies being surveyed by securities firms [1] - The top three companies with the highest number of institutional surveys were Luxshare Precision (392 institutions), Dingtai High-Tech (239 institutions), and Jerry Holdings (184 institutions) [1][3] - The most frequently surveyed company was Haixia Co., which received four institutional surveys [1][3] Group 2: Market Performance of Surveyed Companies - Among the companies that were heavily surveyed, 22 saw an increase in stock prices, with the highest gains recorded by Siling Co. (27.24%) and Dongxin Co. (24.90%) [2][4] - Conversely, 27 companies experienced declines, with Yahua Group and Chuaneng Power showing the largest drops at 16.09% and 13.81%, respectively [2][4] - Only two companies among those surveyed released annual performance forecasts, both indicating profit increases, with Luxshare Precision projecting a net profit of 16.852 billion yuan, a year-on-year increase of 26.09% [2][4] Group 3: Detailed Company Insights - Luxshare Precision: 1 survey, 392 institutions, latest closing price 56.96 yuan, price change +2.17% [3] - Dingtai High-Tech: 1 survey, 239 institutions, latest closing price 101.59 yuan, price change -7.34% [3] - Jerry Holdings: 2 surveys, 184 institutions, latest closing price 51.30 yuan, price change -1.67% [3] - Dongxin Co.: 1 survey, 53 institutions, latest closing price 134.02 yuan, price change +24.90% [3][4] - Siling Co.: 2 surveys, 50 institutions, latest closing price 105.10 yuan, price change +27.24% [4]

Group 1 - The core viewpoint of the article is that Ding Tai Gao Ke (301377.SZ) primarily focuses on products used in the manufacturing of printed circuit boards (PCBs) [1]

Core Viewpoint - Ding Tai High-Tech Co., Ltd. has shown a significant stock price increase of 5.27%, reaching 108.28 CNY per share, with a trading volume of 460 million CNY and a turnover rate of 6.19%, resulting in a total market capitalization of 44.395 billion CNY [1] Company Overview - Ding Tai High-Tech Co., Ltd. is located in Dongguan, Guangdong Province, established on August 8, 2013, and listed on November 22, 2022. The company specializes in providing integrated solutions for tools, materials, and equipment in the PCB and CNC precision machinery sectors, recognized as a high-tech enterprise with independent research and innovation capabilities [1] - The revenue composition of the company's main business includes: cutting tools (82.55%), grinding and polishing materials (9.49%), functional film materials (3.95%), intelligent CNC equipment (2.80%), and other (1.17%) [1] Fund Holdings - According to data, one fund under China Europe Fund has a significant holding in Ding Tai High-Tech. The fund, China Europe CSI 1000 Index Enhanced A (017919), held 40,500 shares in the third quarter, accounting for 0.56% of the fund's net value, making it the largest holding. The estimated floating profit for today is approximately 219,500 CNY [2] - The China Europe CSI 1000 Index Enhanced A fund was established on March 2, 2023, with a current scale of 239 million CNY. Year-to-date returns are 27.1%, ranking 1533 out of 4206 in its category; the one-year return is 27.84%, ranking 1468 out of 3986; and since inception, the return is 24.86% [2] Fund Manager Information - The fund managers for China Europe CSI 1000 Index Enhanced A are Qian Yating and Song Ting. As of the report, Qian Yating has a tenure of 4 years and 25 days, managing a total fund size of 5.022 billion CNY, with the best return during the tenure being 58.73% and the worst being -14.61% [3] - Song Ting has a tenure of 279 days, managing a total fund size of 2.731 billion CNY, with the best return during the tenure being 26.69% and the worst being -0.32% [3]

Core Insights - In the past five trading days, a total of 239 companies were investigated by institutions, with significant interest in companies like Ding Tai Gao Ke, Nine Company, and Jing Chen Shares [1][2] - The majority of the investigations were conducted by securities companies, accounting for 90.38% of the total, followed by fund companies and private equity firms [1] - Among the companies investigated, 39 received attention from more than 20 institutions, with Ding Tai Gao Ke being the most scrutinized, attracting 239 institutions [1][2] Group 1: Institutional Research Activity - A total of 239 companies were investigated by institutions from November 18 to November 24 [1] - Securities companies conducted research on 216 companies, while fund companies and private equity firms investigated 150 and 80 companies, respectively [1] - Ding Tai Gao Ke received the highest number of institutional inquiries, with 239 institutions participating [1] Group 2: Financial Performance and Market Movement - In the past five days, six stocks among those investigated saw an increase in funds, with Jing Chen Shares receiving a net inflow of 449 million yuan [1][2] - The stocks that increased in value included Jing Chen Shares, which rose by 15.68%, and others like Hua Xi You Se and Si Ling Shares, which increased by 3.33% and 3.20%, respectively [2] - Conversely, 31 stocks experienced declines, with Ying Lian Shares, Rong Qi Ke Ji, and Hai You Xin Cai seeing the largest drops of 18.48%, 17.41%, and 14.83% [2] Group 3: Company-Specific Insights - Ding Tai Gao Ke's latest closing price was 100.50 yuan, with a decline of 8.30% [3] - Jing Chen Shares closed at 92.72 yuan, marking a significant increase of 15.68% [3] - Ying Lian Shares, on the other hand, closed at 17.11 yuan, reflecting a substantial decrease of 18.48% [3]

人民财讯11月24日电，鼎泰高科（301377）近日表示，公司钻针产品订单充足，产能利用率高，部分产 品交付较为紧张，为应对需求变化，公司正在加快PCB微型钻针生产基地建设项目的建设进度，未来会 根据市场情况持续有序地扩充产能，以满足客户需求。 ...

证券代码：301377 证券简称：鼎泰高科 广东鼎泰高科技术股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 | | | 现场参观 | | | 其他 （线上会议） | | 参与单位名称及 | 见附件 | | 人员姓名 | | | 时间 | 2025 年 10 月 24 日- 2025 年 11 月 21 日 | | 地点 | 线上及线下会议 | | 上市公司接待人 | 董事、副总经理：王俊锋 | | 员姓名 | 董事会秘书、副总经理：周文英 | | | 问答交流 | | 投资者关系活动 | 1、请简单介绍一下公司三季度的经营情况？ | | 主要内容介绍 | 今年三季度，公司整体实现营业收入 5.53 亿元，同比增长 | | | 32.94%；归属于上市公司股东的净利润约 1.23 亿元，同比增长 | | | 47.05%；归属于上市公司股东的扣除非经常性损益的净利润约 | | | 1.15 亿元，同比增长 62.37%。 | 2、公司三 ...