9月18日，联得装备盘中上涨2.19%，截至13:13，报35.47元/股，成交1.58亿元，换手率3.80%，总市值 65.78亿元。 分红方面，联得装备A股上市后累计派现1.58亿元。近三年，累计派现8044.68万元。 资金流向方面，主力资金净流出1396.33万元，特大单买入282.21万元，占比1.79%，卖出805.52万元， 占比5.10%；大单买入2734.60万元，占比17.32%，卖出3607.62万元，占比22.85%。 机构持仓方面，截止2025年6月30日，联得装备十大流通股东中，华宝动力组合混合A（240004）位居 第九大流通股东，持股69.09万股，为新进股东。宝盈鸿利收益混合A（213001）位居第十大流通股东， 持股67.71万股，为新进股东。 责任编辑：小浪快报 联得装备今年以来股价涨13.94%，近5个交易日涨1.49%，近20日跌10.13%，近60日涨12.89%。 资料显示，深圳市联得自动化装备股份有限公司位于广东省深圳市龙华区观湖街道樟溪社区下围工业区 一路1号L栋101，成立日期2002年6月7日，上市日期2016年9月28日，公司主营业务涉及电子专用设备 与 ...

Company Overview - Shenzhen Deep Science and Technology Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on June 14, 2004. The company was listed on March 9, 2021. Its main business involves the research, production, and sales of flat panel display production equipment [2]. - The company's revenue composition includes flat panel display equipment (49.90%), semiconductor equipment (27.02%), core components (22.49%), and others (0.59%) [2]. Stock Performance - As of September 18, the stock price of Deep Science increased by 2.12%, reaching 27.96 CNY per share, with a total market capitalization of 2.641 billion CNY [1]. - Year-to-date, the stock price has risen by 86.65%, with a recent 5-day increase of 0.98%, a 20-day decrease of 3.98%, and a 60-day increase of 23.72% [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on April 28, where it recorded a net purchase of 4.3555 million CNY [2]. Financial Performance - As of June 30, the company had 6,547 shareholders, an increase of 9.54% from the previous period, while the average circulating shares per person decreased by 8.71% to 14,427 shares [3]. - For the first half of 2025, Deep Science achieved operating revenue of 360 million CNY, representing a year-on-year growth of 49.57%. The net profit attributable to shareholders was 20.6042 million CNY, reflecting a significant year-on-year increase of 180.87% [3]. Dividends and Shareholding - Since its A-share listing, Deep Science has distributed a total of 50.776 million CNY in dividends, with 9.4456 million CNY distributed over the past three years [4]. - As of June 30, 2025, the top ten circulating shareholders of Deep Science saw a change, with the Dazhong CSI 360 Internet + Index A (002236) exiting the list [4].

数据来源：Gangtise投研 （来源：Gangtise投研） | 时间 | 事件 | | --- | --- | | | 申影《731》定档9月18日 | | | 第80届联合国大会将于9月18-25日举行 | | | 美国至9月13日当周初请失业金人数(万人) | | | 2025第十届中国国际氢能车船及加氢站设备展览会将于9月18日举办 | | | 美联储主席鲍威尔召开货币政策新闻发布会 | | | 美联储FOMC公布利率决议和经济预期摘要 | | | 光伏储能产业创新成果对接会将于9月18日至19日在安徽举办 | | | 第四届智慧医疗与康复大会暨第七届脑机接口论坛将于9月18日至20日在上海召开 | | | 第十届华为全联接大会将于9月18日至20日在上海举办 | | | 第六届广州军民两用物资装备展览会将于9月18日至20日在广州广交会展馆举办 | | 2025/9/18 | 《天津市基本医疗保险医用耗材目录(2025年)》将于9月18日正式执行 | | (周四) | 第十届国际氢能与燃料电池设备技术展览会将于9月18日至20日在北京举办 | | | 国际数字能源展将于9月18日至21日举办 | ...

格隆汇9月17日丨瑞华泰(688323.SH)在互动平台表示，公司PI薄膜产品已用于多款主流折叠屏结构保 护，营收占比较小。 ...

Group 1 - The market indices showed strength on September 17, with the Shenzhen Component Index rising over 1.00%, the Shanghai Composite Index increasing by 0.46%, and the ChiNext Index gaining 1.66% [1] - Sectors such as lithium batteries, photolithography machines, robotics, and foldable screens experienced significant gains, leading the index increases [1] - More than 2900 stocks in the Shanghai, Shenzhen, and Beijing markets saw price increases [1]

Market Overview - The A-share market showed increased trading activity, with the financing balance exceeding 2 trillion yuan for 30 consecutive trading days, reaching a new high of 23,699.99 billion yuan, with a financing balance accounting for 2.5% of the circulating market value [5][20] - The market rebounded after a dip, with the Shanghai Composite Index rising by 0.41%, the Shenzhen Component Index by 1.02%, and the ChiNext Index by 1.74% [1][10] Semiconductor Industry - According to SEMI, global semiconductor equipment shipments reached $33.07 billion in Q2 2025, a year-on-year increase of 24% [13] - The sales in mainland China amounted to $11.36 billion, a year-on-year decline of 2%, but a quarter-on-quarter increase of 11%, maintaining a 34.4% share of the global semiconductor equipment market [3] - By the end of 2026, China's 12-inch wafer fab capacity is expected to grow from 2.17 million pieces in 2023 to over 4.14 million pieces, driven by the demand for advanced process capacity due to AI development [3] Robotics Sector - The robotics sector remained active, with multiple stocks hitting the daily limit, including Lihexing, Wanxiang Qianchao, and Junsheng Electronics [5][10] - Companies like Longying Precision and Fengli Intelligent saw significant gains, with stock prices increasing by over 10% [5][10] Financial Sector - The financial sector experienced notable movements, with stocks like Zhina Zhen and Huijin Shares rising over 10% and hitting historical highs [3][10] - The overall sentiment in the market improved, supported by the performance of major financial stocks [10][26] Foldable Screen Concept - The foldable screen concept showed strong performance, with stocks like Dongmu Shares hitting the daily limit and reaching historical highs [7] - Canalys predicts that the shipment of foldable smartphones will see a year-on-year increase of 51% by 2026, driving market momentum [7] AI and Technology Developments - Elon Musk announced plans for a technical review of Tesla's AI5 chip design and upcoming meetings regarding AI and humanoid robots [7] - The trend of humanoid robots entering industrial applications is gaining traction, with significant commercial potential anticipated [7]

Core Viewpoint - Kaisheng Technology's stock has shown a positive trend with a year-to-date increase of 15.32% and a recent 5-day increase of 7.20%, indicating strong market performance and investor interest [1][2]. Company Overview - Kaisheng Technology, established on September 30, 2000, and listed on November 8, 2002, is located in Bengbu City, Anhui Province. The company specializes in the development, production, and sales of ITO conductive film glass, online composite coated glass, vacuum coated glass, deep-processed glass products, and new materials [1]. - The main business revenue composition includes display materials (71.93%), application materials (23.78%), and other supplementary materials (4.29%) [1]. Financial Performance - For the first half of 2025, Kaisheng Technology achieved an operating income of 2.765 billion yuan, representing a year-on-year growth of 24.70%. The net profit attributable to the parent company was 51.5074 million yuan, with a year-on-year increase of 23.70% [2]. - Since its A-share listing, the company has distributed a total of 432 million yuan in dividends, with 142 million yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Kaisheng Technology was 64,300, a slight decrease of 0.11% from the previous period. The average circulating shares per person increased by 0.11% to 14,693 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 9.1772 million shares (a decrease of 344,100 shares), and Southern CSI 1000 ETF, which holds 6.9674 million shares (an increase of 131,870 shares) [3].

Group 1 - The A-share market showed a rebound after a dip, with Ningde Times hitting a new historical high, driving a quick rebound in the ChiNext index [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion, an increase of 628 billion compared to the previous trading day [1] - Various sectors displayed active trading, with notable performances in the robotics sector and the semiconductor industry [3] Group 2 - The robotics sector continued to strengthen, with over ten stocks, including Wanxiang Qianchao, hitting the daily limit [3] - The semiconductor supply chain showed strong performance, with SMIC reaching a historical high [3] - The financial sector experienced a significant rise, contributing to the overall market sentiment recovery, with First Capital Securities hitting the daily limit [3] Group 3 - The film and cinema sector faced a downturn, with companies like Happiness Blue Sea experiencing significant declines [3] - The sectors with the highest gains included the semiconductor supply chain, foldable screens, and robotics, while precious metals, film and cinema, and tourism sectors saw the largest declines [3] - At market close, the Shanghai Composite Index rose by 0.41%, the Shenzhen Component Index increased by 1.02%, and the ChiNext Index surged by 1.74% [3]

Group 1: Industry Overview - The consumer electronics sector is experiencing active trading, with companies like Zhongshi Technology and Changying Precision seeing significant stock price increases [1] - The period from September to October is identified as a peak for new product launches in the consumer electronics industry, with companies entering a high production phase [1] - The collaboration between Honor and Alibaba focuses on AI ecosystems and internet business ecosystems, indicating a strategic shift towards AI integration [1] Group 2: Company Insights - Apple's recent product launch event introduced the iPhone 17 series, AirPods Pro 3, and Apple Watch Series 11, with pricing better than expected and a cautious approach to price increases due to potential tariff exemptions [2] - The iPhone 17 series is expected to perform better than previous sales forecasts due to increased product innovation and improved cost-performance ratio [2] - The wearable device market, including AI/AR glasses and smart audio devices, is still in a growth phase, with significant room for innovation and increased penetration rates [2]

Company Overview - Zhihua Technology has seen a stock price increase of 54.52% year-to-date, with a recent 4.74% rise over the last five trading days and a 42.45% increase over the past 60 days [2] - The company specializes in the research, production, and sales of functional components for consumer electronics, with revenue composition as follows: structural electronic devices 39.37%, functional electronic devices 39.30%, optical components 20.43%, and others 0.91% [2] - Zhihua Technology is classified under the electronic industry, specifically in consumer electronics and components assembly, and is associated with concepts such as foldable screens, smart wearables, and smartphones [2] Financial Performance - For the first half of 2025, Zhihua Technology reported revenue of 767 million yuan, reflecting a year-on-year growth of 7.62%, while the net profit attributable to shareholders was -40.98 million yuan, showing a 31.55% increase [2] - The company has distributed a total of 48.64 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 10, 2025, the number of shareholders for Zhihua Technology was 29,500, a decrease of 7.15% from the previous period, with an average of 6,565 circulating shares per shareholder, an increase of 7.70% [2] - The top ten circulating shareholders include major institutional investors, with the eighth largest being the Dazheng Zhongzheng 360 Internet + Index A, holding 1.58 million shares, an increase of 3,200 shares from the previous period [3] Market Activity - On September 17, Zhihua Technology's stock rose by 2.04%, reaching 13.49 yuan per share, with a trading volume of 74.59 million yuan and a turnover rate of 2.89%, resulting in a total market capitalization of 3.516 billion yuan [1] - The net inflow of main funds was 109,700 yuan, with significant buying and selling activities recorded, including large orders amounting to 18.52 million yuan in purchases and 15.55 million yuan in sales [1]