登录新浪财经APP 搜索【信披】查看更多考评等级 今日聚焦 1、邮储银行：2025年半年度共计派发现金红利147.72亿元 股权登记日为2026年1月9日 邮储银行公告称，公司2025年半年度利润分配方案为每10股派发现金红利1.23元，共计派发现金红利 147.72亿元，其中派发A股现金红利123.29亿元。股权登记日为2026年1月9日，除权(息)日和现金红利发 放日均为2026年1月12日。 2、信科移动：国开制造业基金及一致行动人拟减持不超1%股份 信科移动公告称，持股5%以上股东国开制造业基金及其一致行动人国开科创因自身资金需求，计划自 公告披露之日起15个交易日后的3个月内，通过集中竞价方式合计减持不超过3418.75万股，即不超过公 司总股本的1%。减持股份来源为首次公开发行前取得的股份，减持期间为2026年1月28日至2026年4月 27日。减持价格将根据市场价格确定。 4、三峡新材：拟0元收购临港新材料40%股权 三峡新材公告称，公司拟向宜昌国有资本投资控股集团有限公司收购其持有的三峡新材临港新材料(宜 昌)有限公司40%股权，交易金额为0元。本次交易构成关联交易，不构成重大资产重组。公司已 ...

A股复盘 | 马年炒马斯克 / 2026.01.05 预期到会有开门红，竟然红成这样，沪指强势收复4000点，成交量超过2.5万亿，百股涨停！群里小伙伴纷纷发问，这还是缅A吗？ 沪指自2025年12月17日至2026年1月5日实现日线12连阳，创1992年3月以来最长连阳纪录。 | | 1992年以来沪指连阳时间记录 | | --- | --- | | 连阳长度 | 时间区间 | | 12连阳 | 2025.12.17-2026.1.5 | | 11连阳 | 2017.12.28-2018.1.12 | | 11连阳 | 2006.6.15-2006.6.29 | | 11连阳 | 1992.5.5-1992.5.25 | | 12连阳 | 1992.2.25-1992.3.11 | 图片来源：上证报 盘面上，昨天写周报的时候以为今天芯片会大涨的，没想到王者是脑机接口！ 路边社新闻传：委内瑞拉马杜罗被美军抓住后，送往了实验室，接入脑机接口终端，进行洗脑，已经完成了反美治疗，转住院观察，据称马 杜罗经历脑机洗脑后，嘴里一直在说：Make America Great Again！ | ম | | | --- | ...

格隆汇1月5日丨鼎泰高科(301377.SZ)公布2025年年度业绩预告，预计2025年1月1日至2025年12月31日 归属于上市公司股东的净利润4.1亿元-4.6亿元，同比增长80.72%-102.76%；归属于上市公司股东的扣除 非经常性损益的净利润3.8亿元-4.3亿元，同比增长88.16%-112.91%%；随着服务器、数据中心等需求的 持续爆发，高端 PCB 市场需求显著提升，带动了公司精密刀具及抛光材料等产品需求的增长。同时， 公司积极把握行业趋势，持续优化产品结构，有效提升了整体盈利水平，推动了业绩的高速增长。 ...

格隆汇1月5日丨鼎泰高科(301377.SZ)公布2025年年度业绩预告，预计2025年1月1日至2025年12月31日 归属于上市公司股东的净利润4.1亿元-4.6亿元，同比增长80.72%-102.76%；归属于上市公司股东的扣除 非经常性损益的净利润3.8亿元-4.3亿元，同比增长88.16%-112.91%%；随着服务器、数据中心等需求的 持续爆发，高端 PCB 市场需求显著提升，带动了公司精密刀具及抛光材料等产品需求的增长。同时， 公司积极把握行业趋势，持续优化产品结构，有效提升了整体盈利水平，推动了业绩的高速增长。 ...

人民财讯1月5日电，鼎泰高科（301377）1月5日发布2025年度业绩预告，预计2025年度实现归属于上市 公司股东的净利润4.1亿元—4.6亿元，比上年同期增长80.72%—102.76%。报告期内，随着服务器、数 据中心等需求的持续爆发，高端PCB市场需求显著提升，带动了公司精密刀具及抛光材料等产品需求的 增长。同时，公司积极把握行业趋势，持续优化产品结构，有效提升了整体盈利水平，推动了业绩的高 速增长。 ...

鼎泰高科(301377.SZ)公告称，鼎泰高科预计2025年度归属于上市公司股东的净利润为4.1亿元-4.6亿元， 比上年同期增长80.72%～102.76%。报告期内，服务器、数据中心等需求爆发，带动高端PCB市场需求 提升，公司精密刀具及抛光材料产品需求增长；同时持续优化产品结构，提升盈利水平，推动业绩高速 增长。 ...

证券代码：301377 证券简称：鼎泰高科 公告编号：2026-001 广东鼎泰高科技术股份有限公司 2025 年度业绩预告 本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。 一、本期业绩预计情况 本期业绩预告是公司财务部门对经营情况作出的初步测算，具体财务数据 将在公司 2025 年年度报告中予以详细披露，敬请广大投资者谨慎决策，注意 投资风险。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 单位：万元 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利 润 | | 41,000 | ～ | 46,000 | 22,687.01 | | | 比上年同期增 长 | 80.72% | ～ | 102.76% | | | 扣除非经常性损益后的净利 | 比上年同期增 | 38,000 | ～ | 43,000 | 20,195.92 | | 润 | 长 | ...

Core Viewpoint - Ding Tai High-Tech experienced a decline of 3.67% on December 31, with a trading volume of 1.22 billion yuan, indicating a significant market reaction to its financial activities and stock performance [1] Financing Summary - On December 31, Ding Tai High-Tech had a financing buy-in amount of 56.14 million yuan and a financing repayment of 98.01 million yuan, resulting in a net financing outflow of 41.86 million yuan [1] - The total financing and securities balance for Ding Tai High-Tech reached 334 million yuan, with the current financing balance of 332 million yuan accounting for 3.36% of its circulating market value, which is above the 80th percentile level over the past year [1] - The company had no shares repaid in securities lending on December 31, with 2,200 shares sold short, amounting to 306,000 yuan at the closing price, and a securities lending balance of 2.46 million yuan, also above the 90th percentile level over the past year [1] Company Overview - Ding Tai High-Tech, established on August 8, 2013, and listed on November 22, 2022, is located in Dongguan, Guangdong Province, specializing in providing integrated solutions for tools, materials, and equipment in the PCB and precision machining sectors [2] - The company's main business revenue composition includes cutting tools (82.55%), grinding and polishing materials (9.49%), functional film materials (3.95%), intelligent CNC equipment (2.80%), and other supplementary products (1.17%) [2] - As of September 30, the number of shareholders increased by 13.29% to 16,200, while the average circulating shares per person decreased by 11.73% to 4,395 shares [2] Financial Performance - For the period from January to September 2025, Ding Tai High-Tech reported a revenue of 1.457 billion yuan, representing a year-on-year growth of 29.13%, and a net profit attributable to shareholders of 282 million yuan, reflecting a year-on-year increase of 63.94% [2] Dividend Information - Since its A-share listing, Ding Tai High-Tech has distributed a total of 451 million yuan in dividends [3] Institutional Holdings - As of September 30, 2025, the third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 3.8814 million shares, an increase of 2.7442 million shares from the previous period [3] - New institutional shareholders include several funds, such as the Faitong Value Momentum Mixed Fund and the Faitong Growth Preferred Mixed Fund, indicating growing institutional interest in the company [3]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as humanoid robots [1] Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant investment opportunities in the industrial control sector, robotics, machine tools, and AI equipment [6][8] - The AI equipment and consumables sector is experiencing a surge in demand due to the rapid iteration of AI models and smart hardware applications, leading to increased requirements for high-performance servers and advanced PCBs [6][21] - The humanoid robot industry is transitioning from concept validation to commercialization, presenting unique investment opportunities in companies with productization capabilities in key components and solutions [6][21] Summary by Sections Industry Overview - The mechanical industry comprises 634 listed companies with a total market capitalization of 6.37 trillion yuan and a circulating market value of 5.29 trillion yuan [3] Company Earnings Forecasts and Valuations - Key companies in the mechanical sector are projected to have strong earnings growth, with several receiving a "Strong Buy" rating, including: - Huichuan Technology: EPS forecast of 2.11 yuan in 2025, with a PE ratio of 35.72 [2] - Falan Technology: EPS forecast of 0.60 yuan in 2025, with a PE ratio of 19.85 [2] - Xinjie Electric: EPS forecast of 1.83 yuan in 2025, with a PE ratio of 30.13 [2] - Okoyi: EPS forecast of 0.71 yuan in 2025, with a PE ratio of 44.86 [2] - Other notable companies include Anhui Heli, Su Shi Testing, and Sany Heavy Industry, all rated as "Strong Buy" [2] Market Performance - The mechanical sector has shown a 1.0% increase in the recent week, outperforming the broader market indices [10][15] - The absolute performance over the last 12 months is 40.7%, indicating strong growth relative to other sectors [4] Investment Recommendations - The report suggests focusing on companies in various sub-sectors, including: - Industrial control: Huichuan Technology, Xinjie Electric, and Weichuang Electric [6] - Robotics: Keli Sensor, Donghua Testing, and Mingzhi Electric [6] - Machine tools: Haitai Precision, Neway CNC, and Huacheng Equipment [6] - Consumables: Dingtai High-Tech and Zhongtung High-Tech [6] - Testing: Huace Testing and Guandian Measurement [6] - Engineering machinery: Sany Heavy Industry and XCMG [6] - Forklift industry: Anhui Heli and Hangcha Group [6] - Laser industry: Ruike Laser and Plit [6] - Logistics equipment: Falan Technology and Lanjian Intelligent [6] - Rail transit equipment: CRRC and Times Electric [6] - 3C equipment: Kuaike Intelligent and Bozhong Precision [6]

Core Insights - The PCB drill needle industry is experiencing growth driven by increasing demand in various applications such as consumer electronics, artificial intelligence, and new energy vehicles, with a projected global market size of 4.5 billion yuan in 2024, growing by 15.4% year-on-year [8][11] - China is a key player in the global PCB industry, with a projected market value of 41.213 billion USD in 2024, accounting for 56% of the global total, and expected to grow to 43.73 billion USD in 2025 [8][12] - The industry is undergoing consolidation and technological upgrades, with the top three companies holding a market share of 60.5% by mid-2025, indicating increasing concentration in the market [11][12] PCB Drill Needle Industry Overview - PCB drill needles are essential tools for creating holes in printed circuit boards, facilitating connections between electronic components [2][5] - The industry chain includes upstream raw materials like tungsten carbide powder and cobalt powder, midstream manufacturing, and downstream applications in sectors such as automotive, medical, and industrial [5][6] Market Size and Growth - The global PCB drill needle market is expected to reach 6.2 billion yuan by 2025, with a significant year-on-year growth of 37.8% [8][11] - In China, the PCB drill needle market is projected to grow from 2.521 billion yuan in 2024 to 3.451 billion yuan in 2025, reflecting an 18.9% increase [10][11] Industry Structure - The global PCB drill needle market is dominated by Taiwanese and Japanese companies, with local Chinese firms like Ding Tai High-Tech and Jin Zhou Precision Technology leading with market shares of 28.9% and 20.8%, respectively [12] - The industry is characterized by strong customer loyalty, as PCB manufacturers prefer to establish long-term partnerships with reliable and technologically advanced suppliers [11][12] Development Trends - There is an increasing demand for high-precision and high-performance drill needles due to the evolving requirements of downstream industries [13] - The shift towards high-frequency and composite materials in PCB substrates is driving innovation in drill needle materials and processes [14] - The trend of domestic substitution and global expansion is evident, with Chinese companies enhancing their competitiveness and exploring overseas markets [14]