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港迪技术跌0.66%,成交额5136.87万元,近5日主力净流入550.65万
Xin Lang Cai Jing· 2026-01-14 07:56
Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products [2][8]. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation sector, with main products including automation drive products and intelligent control systems [2][8]. - The company was established on September 28, 2015, and is located in Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to the parent company of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for applications in robotics, enhancing production yield and operational efficiency for downstream customers [2]. - The intelligent control system is categorized as a "soft and hard integration" product, with hardware components primarily sourced externally and software developed in-house [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in the national evaluation of small and medium-sized enterprises [3]. - The company's core business aligns with national strategic emerging industries, focusing on innovative products with strong technological attributes [2]. Market Activity - As of January 14, the stock price of Gangdi Technology decreased by 0.66%, with a trading volume of 51.37 million yuan and a market capitalization of 3.923 billion yuan [1]. - The stock has seen a net outflow of 668,200 yuan from major investors, indicating a reduction in holdings over the past two days [4][5].
博深股份:公司的主营业务未发生重大变化
Zheng Quan Ri Bao Wang· 2026-01-13 09:13
证券日报网讯 1月13日,博深股份(002282)在互动平台回答投资者提问时表示,近期,公司确定 了"国际领先、国内一流的先进材料与高端装备综合解决方案服务商"的企业愿景,将积极研究国家产业 政策,立足先进材料、高端装备领域,加快公司服务型、数智化转型步伐。其中,关于人造金刚石材料 的应用,公司除继续优化工艺、提升现有金刚石工具产品性能外,也在积极研讨金刚石等超硬材料在其 他先进制造业中的应用,以期扩大产品覆盖领域,提升产品应用层级。截至目前,公司的主营业务未发 生重大变化,主要包括金刚石工具、涂附磨具和轨交装备部件的研发、制造和销售。 ...
首期200亿,福建(厦门)社保科创基金通过备案
Sou Hu Cai Jing· 2026-01-07 00:50
文:韦亚军 摄影:Bob 此次备案完成,标志着基金的进一步落地。 近日,中国证券投资基金业协会信息显示,福建(厦门)社保科创股权投资基金合伙企业(有限合伙)顺利通过中国证券投资基金业协会备案,落款时间 为2025年12月31日。 据了解,该基金于2025年12月4日正式宣布签约设立。此次备案完成,标志着基金的进一步落地。 该基金由福建省、厦门市、全国社会保障基金理事会、中国建设银行等共同发起设立,首期规模200亿元。 该基金于2025年10月27日签约 ,首期规模500亿元,出资方涵盖社保基金会、浙江省、杭州市、农业银行,定位服务数字经济、人工智能、物联网等长三 角核心产业。 2、福建社保科创基金(厦门) 该基金于2025年12月4日签约,首期规模200亿元,出资方涵盖社保基金会、福建省、厦门市、建设银行,定位海洋经济、新材料、两岸集成电路合作等海 峡西岸特色产业链。 3、江苏社保科创基金(苏州) 该基金于2025年12月19日签约,首期规模同样为500亿元,出资方涵盖社保基金会、江苏省、苏州市、工银投资,定位集成电路、新能源、高端装备等长 三角先进制造集群。 4、湖北社保科创基金(武汉) 该基金于2025年 ...
2026年北交所IPO首单花落浙江
Mei Ri Shang Bao· 2026-01-06 22:15
商报讯(记者叶晓珺)进入2026年,IPO市场热潮延续。1月5日,北交所上市委员会召开2026年第1次审议 会议,作为今年首家上会的IPO企业,舟山晨光电机股份有限公司(以下简称"晨光电机")顺利通过审 议,拉开北交所全年IPO序幕。据悉,晨光电机于2025年6月25日申报北交所公开发行,保荐机构为国 金证券。公司已深耕微特电机研发生产领域二十余年,产品主要应用于以吸尘器为主的清洁电器领域。 本次IPO拟募集3.99亿元,用于高速电机、控制系统及电池包扩能建设项目,研发中心建设项目。作为 国家级专精特新"小巨人"企业,其客户涵盖石头科技、追觅科技、LG、飞利浦、松下、德尔玛 (301332)、小米、美的等国内外知名品牌。 浙江"小巨人"晨光电机顺利过会 据招股书披露,晨光电机是专业从事微特电机研发、生产和销售的国家级高新技术企业、国家级专精特 新"小巨人"企业、浙江省"隐形冠军"企业、浙江省制造业单项冠军培育企业,可提供适用于多种应用场 景的全系列微特电机产品,主要包括交流串激电机、直流无刷电机、直流有刷电机三大品类。 据介绍,高速电机等扩能项目位于浙江省舟山市岱山经济开发区,项目占地约51.19亩,项目建成 ...
南模生物:拟6500万元参投策源一期基金 投资人工智能、航空航天、量子科技、机器人等领域
Mei Ri Jing Ji Xin Wen· 2025-12-30 10:24
每经AI快讯,12月30日,南模生物(688265.SH)公告称,公司拟作为有限合伙人认缴出资人民币6500万 元参与上海心聚策源一期创业投资合伙企业(有限合伙)的扩募,扩募后基金规模为4.32亿元,公司出资 比例为15.05%。该基金投资范围包括新材料、人工智能、航空航天、量子科技、机器人、高端装备、 生物产业等战略性新兴产业的科技创新型项目和企业。 ...
中集车辆跌0.51%,成交额1.89亿元,近3日主力净流入-4191.53万
Xin Lang Cai Jing· 2025-12-30 08:09
氢能源+统一大市场+冷链物流+高端装备+华为概念 1、2023年12月1日互动易回复:氢能源方面,本公司根据客户需求已推出氢能源冷藏车厢体产品。 2、公司作为全球排名第一的半挂车生产企业, 在全球主要民用领域的主要市场,包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务,主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 3、公司属于专用汽车制造行业,是全球销量排名第一的半挂车生产企业 ,亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品,凭借出色可靠的产品品质,在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业,在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于11月与华为洛阳新基建发展中心签署合作框架协议,双方围绕企业数字化转 型、智能化升级需求开展工作。 来源:新浪证券-红岸工作室 12月30 ...
鲁信创投:拟联合发起设立人工智能创投基金 总认缴规模10亿元
Mei Ri Jing Ji Xin Wen· 2025-12-29 11:46
每经AI快讯,12月29日,鲁信创投(600783.SH)公告称,公司及全资子公司山东省高新技术创业投资有 限公司拟联合工银资本、工银金融资产投资有限公司、山东省新动能绿色先行投资中心(有限合伙)共同 发起设立山东省鲁信工融新动能人工智能创投基金合伙企业(有限合伙),基金总认缴规模10亿元。其 中,鲁信创投作为有限合伙人认缴出资39,100万元,占比39.10%;山东高新投作为普通合伙人、执行事 务合伙人及基金管理人认缴出资900万元,占比0.90%。基金重点投资于人工智能及相关前沿科技领 域,以及山东省内重点支持的高端装备,新材料,新能源等领域。 ...
2026年锚定三大配置主线
● 本报记者 谭丁豪 赵中昊 刘英杰 以技术突破为内核、以全要素生产率提升为目标的新质生产力,正深刻改写A股赛道的底层划分逻辑。 分析人士普遍认为,在政策红利、技术突破与市场需求的三重共振下,新质生产力相关板块表现亮眼, 核心科技领域成为资金布局的焦点。展望2026年,科技落地、能源基建与制造升级三大方向的投资机遇 逐步凸显,新质生产力正从概念走向产业实践,推动A股开启投资新范式,为资本市场高质量发展注入 强劲动能。 政策支持构成行情的重要基石,"十五五"规划建议明确"加快高水平科技自立自强,引领发展新质生产 力"。袁闯表示,政策红利持续释放,企业研发费用加计扣除比例提至100%并长期实施,工信部等7部 门出台未来产业发展意见,央行设立科技创新再贷款引导金融支持。这些"真金白银"的支持,为板块提 供了稳定的政策预期。 新质生产力是由技术革命性突破、生产要素创新性配置、产业深度转型升级而催生的当代先进生产力, 它通过优化劳动者、劳动资料、劳动对象及其组合,实现全要素生产率提升。多位受访分析师认为,新 质生产力的内涵不仅是对传统生产力理论的扬弃,更是要重新构建出一种全新的发展范式和投资逻辑。 从资本市场视角看,财 ...
中集车辆跌1.67%,成交额1.73亿元,近3日主力净流入-2132.62万
Xin Lang Cai Jing· 2025-12-26 08:13
Core Viewpoint - The company, CIMC Vehicles, is experiencing a decline in stock performance and has seen a reduction in main capital inflow, indicating potential challenges in the market. Group 1: Company Overview - CIMC Vehicles is a leading global manufacturer of semi-trailers, with a significant market presence in China, North America, Europe, and other regions, focusing on seven categories of semi-trailer production and sales [2]. - The company specializes in refrigerated truck bodies and has developed hydrogen energy refrigerated truck products based on customer demand [2]. - As of September 30, the company reported a revenue of 15.01 billion yuan, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [6][7]. Group 2: Market Performance - On December 26, CIMC Vehicles' stock fell by 1.67%, with a trading volume of 173 million yuan and a turnover rate of 1.18%, bringing the total market capitalization to 18.797 billion yuan [1]. - The main capital inflow for the day was negative at 22.17 million yuan, with a continuous reduction in main capital over the past two days [3][4]. - The average trading cost of the stock is 9.31 yuan, with the stock price approaching a resistance level of 10.04 yuan, indicating potential for a price correction if it does not break through this level [5]. Group 3: Strategic Partnerships - CIMC Vehicles' subsidiary, Lingyu Automobile, signed a cooperation framework agreement with Huawei's Luoyang New Infrastructure Development Center to work on digital transformation and intelligent upgrades [2].
港迪技术跌1.19%,成交额3712.57万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-26 07:53
Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and recent market activities [1][2]. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation sector, with main products including automation drive products and intelligent control systems [2][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Operations - The company's intelligent control systems are integrated hardware and software products, with hardware components primarily sourced externally and software developed in-house [2]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and minor contributions from management system software and other sources [8]. Market Position and Recognition - Gangdi Technology has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium enterprises in China, indicating strong innovation capabilities and market share [3]. - The company operates within the strategic emerging industries as defined by the National Bureau of Statistics, aligning with national technology innovation development strategies [3]. Financial Performance - For the period from January to September 2025, the company reported revenues of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to shareholders of 43.39 million yuan, down 25.24% year-on-year [8]. - As of December 19, 2025, the number of shareholders was 8,649, a decrease of 1.37% from the previous period, with an average of 2,949 circulating shares per person, an increase of 1.39% [8]. Stock Market Activity - On December 26, the stock price of Gangdi Technology fell by 1.19%, with a trading volume of 37.13 million yuan and a turnover rate of 2.14%, resulting in a total market capitalization of 3.79 billion yuan [1]. - The stock has seen a net outflow of 2.00 million yuan from major investors today, with a ranking of 32 out of 85 in its industry [4][5].