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拓荆科技涨2.04%,成交额4.80亿元,主力资金净流出722.67万元
Xin Lang Zheng Quan· 2025-12-23 01:58
资料显示,拓荆科技股份有限公司位于辽宁省沈阳市浑南区水家900号,成立日期2010年4月28日,上市 日期2022年4月20日,公司主营业务涉及高端半导体专用设备的研发、生产、销售和技术服务。主营业 务收入构成为:半导体专用设备96.47%,其他(补充)3.53%。 12月23日,拓荆科技盘中上涨2.04%,截至09:49,报369.02元/股,成交4.80亿元,换手率0.47%,总市 值1037.55亿元。 资金流向方面,主力资金净流出722.67万元,特大单买入5609.32万元,占比11.68%,卖出6063.62万 元,占比12.62%;大单买入1.33亿元,占比27.76%,卖出1.36亿元,占比28.32%。 拓荆科技今年以来股价涨140.56%,近5个交易日涨9.50%,近20日涨26.99%,近60日涨68.27%。 截至9月30日,拓荆科技股东户数2.52万,较上期增加78.46%;人均流通股11091股,较上期减少 43.97%。2025年1月-9月,拓荆科技实现营业收入42.20亿元,同比增长85.27%;归母净利润5.57亿元, 同比增长105.14%。 分红方面,拓荆科技A股上市后累 ...
报告:中国跨区域和国际技术转移能力稳步提升
Zhong Guo Xin Wen Wang· 2025-12-23 00:44
中新网北京12月22日电 (记者 谢雁冰 曾玥)《国务院关于促进科技成果转化工作情况的报告》22日提请 十四届全国人大常委会审议,其中指出,中国跨区域和国际技术转移能力稳步提升。 来源:中国新闻网 报告:中国跨区域和国际技术转移能力稳步提升 报告表示,"十四五"以来,中国深化科技成果转化机制改革,完善政策支持和市场服务,科技成果转化 实现量质齐升,有效推动科技成果向现实生产力转化。 根据报告,2020年到2024年,全国技术合同成交金额从2.83万亿元(人民币,下同)增长到6.84万亿元, 增长幅度达到141.7%。新技术应用支撑传统产业优化提升,战略性新兴产业规模不断壮大,2024年规 上高技术制造业增加值较2020年增长42%,人工智能、生物科技等前沿领域正在形成新的经济增长点。 在完善科技成果转化服务体系方面,报告具体指出,跨区域和国际技术转移能力稳步提升。加快建设北 京、上海、深圳3大技术交易所,布局建设12个国家科技成果转移转化示范区。深入开展"科技援疆"等 东西部科技合作。启动建设一批"一带一路"联合实验室,优化布局国际科技合作基地。 围绕下一步工作考虑,报告提出加强原始创新和关键技术攻关,增加高 ...
深化动力协同,壮大江苏科技领军企业
Xin Hua Ri Bao· 2025-12-22 22:03
□ 史修松姜东旭 在全球竞争日趋激烈的当下,科技领军企业已成为国家核心竞争力的重要载体,不仅深刻推动社会生产 生活方式革新,更在引领产业升级、激活发展动能中扮演着不可替代的角色。从发展现状来看,我国科 技领军企业逐步呈现业务领域多元、技术路径多样的发展特征,在部分细分赛道实现了突破,一批企业 在人工智能、集成电路、量子科技、生物制造等前沿领域建立起市场优势。但与全球科技领军企业相 比,在核心技术自主可控、全球市场话语权、产业链整合能力等关键维度仍存在一定差距。 要素市场化配置,增强科技领军企业成长的核心动力协同 市场机制的资源要素配置能力是科技领军企业成长的核心动力。市场机制无论是在激励科技领军企业领 导人方面,还是在支持科技领军企业全程发展壮大的融资功能上,抑或在技术迭代引发的优胜劣汰过程 中,其选择机制直接影响企业的决策。科技领军企业的市场机制是依托市场定价信号、人才市场配置效 率与产品市场竞争规则,构建以市场信号为核心的创新要素配置体系。其核心特征在于确立市场作为评 判科技领军企业优劣的标准,通过多维市场因素的协同作用,实现对行政干预的有效替代与超越。 市场机制引导创新资源向高价值领域集中,通过竞争压力 ...
“才聚天府·筑梦成都”城市行首站奔赴深圳 背后有何深意?
Xin Lang Cai Jing· 2025-12-22 18:17
Core Viewpoint - The "Talent Gathering Tianfu · Building Dreams in Chengdu" event aims to attract high-quality talent from Shenzhen to Chengdu, emphasizing collaboration between the two cities to enhance industrial upgrading and innovation [1][3][4]. Group 1: Talent Attraction and Industrial Needs - Chengdu's talent recruitment initiative is driven by the need for high-level talent in key industries such as artificial intelligence, integrated circuits, and biomedicine, addressing the talent gap for industrial upgrades [3][4]. - The event features over a thousand quality job openings, including specialized recruitment for integrated circuits and biomedicine, with attractive salary packages reaching up to one million [4][5]. Group 2: Regional Cooperation and Synergy - The collaboration between Chengdu and Shenzhen is characterized by a focus on mutual benefits rather than competition, aiming for a "win-win" scenario through resource linkage and talent mobility [5][7]. - The establishment of the Bailu Bay Technology Ecological Park symbolizes the deepening partnership, serving as a core hub for AI innovation and showcasing successful cooperation between the two cities [6][7]. Group 3: Investment and Project Development - Six key industrial projects from the Greater Bay Area were signed during the event, with a total investment exceeding 3.5 billion, enhancing Chengdu's industrial chain [7]. - Chengdu's strategy includes signing talent development agreements with four well-known institutions from the Greater Bay Area, broadening access to high-end talent and innovation resources [7][8]. Group 4: Talent Ecosystem and Support - Chengdu's supportive environment for entrepreneurs includes efficient government services, research resource connections, and comprehensive talent support, making it an attractive destination for talent [9]. - The city's initiatives, such as the "Ten Measures to Attract and Gather Talent," reflect its commitment to fostering a conducive environment for talent retention and development [9].
流动性风险边际收窄,港股科技板块早盘回暖!恒生科技ETF(513130)基金份额冲击600亿份关口!
Xin Lang Cai Jing· 2025-12-22 09:09
Core Viewpoint - The Hong Kong technology sector is experiencing a rebound, driven by improved liquidity and increased confidence from mainland investors, with significant inflows into technology-focused ETFs [2][7]. Group 1: Market Performance - The Hong Kong technology sector has shown strong performance, particularly in integrated circuits, chips, and humanoid robots, leading to active trading in the Hang Seng Tech ETF (513130) [1][6]. - Southbound capital has accelerated, with a net inflow of HKD 16.274 billion into Hong Kong stocks last week, setting a record for weekly net inflows in December [2][7]. - The Hang Seng Tech Index's latest price-to-earnings (P/E) ratio is 23.10, which is at a low percentile compared to the past five years, indicating potential attractiveness for investors [3][9]. Group 2: Investment Opportunities - The ongoing commercialization of AI is bolstering market confidence, with OpenAI's profitability rising to 70% and rapid advancements in domestic AI technologies [3][8]. - The Hang Seng Tech ETF has attracted over HKD 54.8 billion in cumulative inflows since November 2025, with a significant increase in fund size and shares, making it a key tool for investors seeking opportunities in leading Hong Kong tech stocks [2][7]. - The central government's focus on developing the technology and AI industries, combined with improved liquidity conditions, positions the technology sector as a long-term investment theme [4][9]. Group 3: Sector Composition - The Hang Seng Tech Index includes major companies such as Meituan-W, Xiaomi Group-W, Tencent Holdings, NetEase-S, and SMIC, which have strong technological foundations and broad business layouts in various tech fields [4][9]. - Compared to A-share hard tech companies, Hong Kong tech assets are more focused on applications and internet platforms, representing a unique investment opportunity [4][9].
巨化股份涨2.03%,成交额3.04亿元,主力资金净流入948.14万元
Xin Lang Cai Jing· 2025-12-22 02:42
Core Viewpoint - Juhua Co., Ltd. has shown significant stock performance with a year-to-date increase of 55.88%, reflecting strong financial results and market interest in its chemical products [1][2]. Financial Performance - For the period from January to September 2025, Juhua Co., Ltd. achieved a revenue of 20.394 billion yuan, representing a year-on-year growth of 13.89% [2]. - The net profit attributable to shareholders for the same period was 3.248 billion yuan, marking a substantial increase of 158.29% year-on-year [2]. Stock Market Activity - As of December 22, Juhua's stock price rose by 2.03% to 37.24 yuan per share, with a trading volume of 304 million yuan and a turnover rate of 0.31% [1]. - The company’s market capitalization reached 100.539 billion yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 76,800, up by 49.11% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 32.93% to 35,172 shares [2]. Dividend Distribution - Juhua Co., Ltd. has distributed a total of 5.973 billion yuan in dividends since its A-share listing, with 1.647 billion yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 64.509 million shares, a decrease of 20.4115 million shares from the previous period [3]. - New institutional shareholders include Penghua CSI Subdivision Chemical Industry Theme ETF and E Fund CSI 300 ETF, indicating growing interest in the company [3].
至纯科技涨2.03%,成交额1.99亿元,主力资金净流入1442.95万元
Xin Lang Cai Jing· 2025-12-22 02:24
Core Viewpoint - The stock of Shanghai ZhiChun Clean System Technology Co., Ltd. has shown a positive trend with a year-to-date increase of 18.52%, despite a decline in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - As of December 22, the stock price increased by 2.03% to 29.70 CNY per share, with a trading volume of 199 million CNY and a turnover rate of 1.76%, resulting in a total market capitalization of 11.374 billion CNY [1]. - The stock has experienced a net inflow of 14.43 million CNY from main funds, with significant buying and selling activities recorded [1]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) seven times this year, with the most recent appearance on October 15, where it recorded a net buy of -93.416 million CNY [1]. Group 2: Company Overview - Shanghai ZhiChun was established on November 13, 2000, and went public on January 13, 2017, focusing on the research, development, and sales of semiconductor process equipment and related services [2]. - The company's revenue composition includes 72.70% from system integration, 18.70% from equipment business, 8.29% from electronic materials, and 0.30% from other sources [2]. - As of October 31, the number of shareholders increased by 43.52% to 110,800, while the average circulating shares per person decreased by 30.32% to 3,457 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 2.367 billion CNY, a year-on-year decrease of 10.33%, and a net profit attributable to shareholders of 84.697 million CNY, down 56.08% year-on-year [2]. - The company has distributed a total of 248 million CNY in dividends since its A-share listing, with 136 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 6.6843 million shares as a new shareholder [3]. - The ninth largest circulating shareholder is Guotai CSI Semiconductor Materials and Equipment Theme ETF, holding 2.8115 million shares, also a new shareholder [3]. - The Southern CSI 1000 ETF has exited the list of the top ten circulating shareholders [3].
陈维良造芯五年打造国产GPU标杆 沐曦股份营收12亿创3000亿造富神话
Chang Jiang Shang Bao· 2025-12-21 23:26
Core Viewpoint - The company, Muxi Co., Ltd., has rapidly gained attention in the GPU market, achieving a market capitalization exceeding 300 billion yuan shortly after its IPO, despite currently operating at a loss [2][8]. Company Overview - Muxi Co., Ltd. was founded by Chen Weiliang, a former AMD executive, who aimed to fill the gap in the domestic GPU market [3][4]. - The company has positioned itself as the "Chinese version of AMD," focusing on high-performance general-purpose GPU computing [2][3]. Financial Performance - On its first trading day, Muxi's stock price surged nearly 7 times, closing at 829.90 yuan per share, and later settled at 715.6 yuan, still reflecting a nearly 6-fold increase from the issue price [2][8]. - For the first three quarters of 2025, Muxi reported revenues of 1.236 billion yuan, with a net loss of 346 million yuan, marking a 55.79% reduction in losses year-on-year [2][7]. Product Development - Muxi's first intelligent computing inference chip, Xisi N100, was successfully mass-produced in April 2023, marking a significant milestone in the company's journey [6]. - The company launched the Xiyun C500 series in 2024, which significantly improved its market competitiveness, contributing to 97.87% of revenue in the first quarter of 2025 [7]. Market Strategy - Muxi has chosen to focus on the B-end data center market rather than the competitive consumer graphics card market, adopting a "compatibility + self-research" technology route [4][6]. - The company has engaged in extensive fundraising efforts, attracting over 120 institutional investors prior to its IPO [8]. Future Outlook - Muxi has set a target to achieve breakeven by 2026, acknowledging the capital and technology-intensive nature of the GPU industry [9].
甘肃上峰水泥股份有限公司 关于参股公司首次公开发行股票并在创业板上市申请 获深交所受理的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-21 23:21
粤芯半导体本次公开发行股票并在创业板上市尚需取得深圳证券交易所审核同意以及中国证券监督管理 委员会同意注册的决定,能否获得前述批准或核准、最终获得前述批准或核准时间、是否实施以及实施 具体时间等事宜均存在不确定性,公司将根据相关事项进展情况,严格按照法律法规的规定与要求,及 时履行信息披露义务,敬请广大投资者关注,并注意投资风险。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 甘肃上峰水泥股份有限公司(以下简称"公司")近日获悉,公司通过全资子公司宁波上融物流有限公司 (以下简称"宁波上融")为出资主体分别与专业机构合资成立的私募股权投资基金一一上海芯濮然创业 投资合伙企业(有限合伙)(以下简称"上海芯濮然")、苏州晶璞创业投资合伙企业(有限合伙)(以 下简称"苏州晶璞")及苏州工业园区储芯创业投资合伙企业(有限合伙)(以下简称"苏州储芯")投资 的粤芯半导体技术股份有限公司(以下简称"粤芯半导体")首次公开发行股票并在创业板上市申请于 2025年12月19日获深圳证券交易所受理。 《招股说明书( ...
北京加紧培育壮大新动能
Ren Min Wang· 2025-12-21 22:29
本报记者 王昊男 深入贯彻落实习近平总书记重要指示精神和党中央决策部署,北京在全国率先整合设立市委教育科技人 才工作领导小组,市委主要负责同志直接抓、亲自抓。 实现高质量发展,北京优势在哪? 数据是一扇观察之窗:92所高校,185个一流学科;145个全国重点实验室,1000多家科研机构;在京两 院院士约占全国一半……教育、科技、人才,北京最大的优势所在。 "一体推进教育强国首善之区、国际科技创新中心以及高水平人才高地建设。"北京市委书记尹力表示, 北京作为首都,要坚持首善标准,用好教育科技人才资源优势,在发展新质生产力、培育壮大新动能上 持续发力,为高质量发展注入强劲动力。 破难点,创新机制,协同育人—— 从选址到开学,仅用3个月。探访北京中关村学院,"超常规速度背后,是不拘一格育人才的决心。"院 长刘铁岩介绍,学院创新设置人工智能交叉等多条培养路径,打造前沿课程体系,"打破传统办学模 式,学生入学即进项目。" 一支由90后学生组建的跨学科研究团队,正在用人工智能技术向改造光合作用酶的难题发起挑战。团队 指导教师曹川介绍,该研究有望将酶效率提升20%,作物光能利用率提高10%。 聚焦教育、科技、人才发展中的" ...