今年以来中恒电气已经20次登上龙虎榜，最近一次登上龙虎榜为11月10日，当日龙虎榜净买入-2198.36 万元；买入总计1.51亿元 ，占总成交额比9.76%；卖出总计1.73亿元 ，占总成交额比11.17%。 资料显示，杭州中恒电气股份有限公司位于浙江省杭州市高新区之江科技工业园东信大道69号，成立日 期2001年7月11日，上市日期2010年3月5日，公司主营业务涉及高频开关电源系统的研发、生产、销售 和服务,主要产品为通信电源系统、电力操作电源系统。主营业务收入构成为：数据中心电源45.66%， 电力操作电源系统19.60%，通信电源系统19.22%，软件开发、销售及服务11.47%，其他2.87%，电力管 理服务及工程收入(服务收入)1.17%。 12月23日，中恒电气（维权）盘中上涨2.15%，截至13:25，报25.18元/股，成交4.52亿元，换手率 3.26%，总市值141.91亿元。 资金流向方面，主力资金净流入3468.42万元，特大单买入3128.14万元，占比6.92%，卖出1124.15万 元，占比2.49%；大单买入9415.11万元，占比20.84%，卖出7950.69万元，占比 ...

安克创新今年以来股价涨17.85%，近5个交易日涨1.61%，近20日涨9.09%，近60日跌17.87%。 资料显示，安克创新科技股份有限公司位于湖南省长沙高新开发区尖山路39号长沙中电软件园有限公司 一期七栋7楼701室,广东省深圳市宝安区雪花科创城润智研发中心1栋,香港金钟夏悫道18号海富中心2座8 楼56室，成立日期2011年12月6日，上市日期2020年8月24日，公司主营业务涉及从事自有品牌的移动设 备周边产品、智能硬件产品等消费电子产品的自主研发、设计和销售。主营业务收入构成为：充电储能 类52.97%，智能创新类25.27%，智能影音类21.75%，其他0.01%。 12月19日，安克创新盘中上涨2.05%，截至10:16，报112.48元/股，成交1.44亿元，换手率0.43%，总市 值603.07亿元。 资金流向方面，主力资金净流入452.60万元，特大单买入1175.51万元，占比8.16%，卖出433.65万元， 占比3.01%；大单买入2396.35万元，占比16.64%，卖出2685.61万元，占比18.64%。 安克创新所属申万行业为：电子-消费电子-品牌消费电子。所属概念板块包 ...

今年以来欧陆通已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 12月19日，欧陆通盘中下跌2.04%，截至10:04，报208.66元/股，成交3.67亿元，换手率1.57%，总市值 229.23亿元。 资金流向方面，主力资金净流入2867.35万元，特大单买入2167.01万元，占比5.91%，卖出953.10万元， 占比2.60%；大单买入8434.16万元，占比22.99%，卖出6780.73万元，占比18.48%。 欧陆通今年以来股价涨97.28%，近5个交易日跌3.02%，近20日涨21.67%，近60日跌5.86%。 机构持仓方面，截止2025年9月30日，欧陆通十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股241.12万股，相比上期增加178.64万股。国投瑞 ...

12月18日，乾照光电盘中上涨2.02%，截至09:56，报24.75元/股，成交10.60亿元，换手率4.75%，总市 值227.78亿元。 分红方面，乾照光电A股上市后累计派现4.08亿元。近三年，累计派现4136.03万元。 资金流向方面，主力资金净流出4203.14万元，特大单买入1.45亿元，占比13.71%，卖出1.86亿元，占比 17.53%；大单买入3.04亿元，占比28.64%，卖出3.05亿元，占比28.79%。 机构持仓方面，截止2025年9月30日，乾照光电十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1586.76万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 乾照光电今年以来股价涨139.94%，近5个交易日跌2.94%，近20日涨76.53%，近60日涨93.06%。 责任编辑：小浪快报 今年以来乾照光电已经3次登上龙虎榜，最近一次登上龙虎榜为12月1日。 资料显示，厦门乾照光电股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔天路259-269号，成立 日期2006年2月21日，上市日期2010年8月12日，公司主营业务涉及半导 ...

投资建议 我们预计公司2025/2026/2027 年分别实现收入14/25/39 亿元，归母净利润-8/-3/5 亿元，首次覆盖给 予"增持"评级。 风险提示 机构：中邮证券 研究员：吴文吉/陈天瑜 投资要点 营业收入延续高速增长，毛利率实现转正跨越。2025H1，公司实现营业收入5.53 亿元，同比增加 43.43%；利润总额达到-4.24 亿元，同比增加11.94%；实现归母净利润-4.29 亿元，同比增加12.16%。公 司毛利率由去年同期的-21.6%提升至6.8%，实现毛利率转正，主要受益于产品结构优化及规模效应显 现。 高端业务布局提速，氮化镓在数据中心、新能源汽车、人形机器人等关键领域实现全面突破与高速增 长。公司氮化镓产品精准契合多领域核心需求，在AI 及数据中心领域，基于100V 氮化镓的48V-12V应 用已进入量产阶段；人形机器人量产元年，公司与多家头部机器人企业合作，在全球首次实现搭载氮化 镓芯片的机器人关节电机和灵巧手驱动方案的量产出货，为人形机器人产业带来更高效、更紧凑的电源 解决方案；新能源汽车电子领域，应用于激光雷达、车载充电机（OBC）等场景的产品保持高速增 长；消费电子端 ...

Core Viewpoint - The company, JieJie Microelectronics (300623), has provided updates on its patent holdings and product development in response to investor inquiries, indicating ongoing research in GaN and SiC technologies. Group 1: Patent Holdings - The company currently holds 5 invention patents and 5 utility model patents related to Gallium Nitride (GaN) and Silicon Carbide (SiC) [1] - Additionally, there are 7 invention patents and 2 utility model patents that are still under application [1] Group 2: Product Development - The company has a small quantity of SiC devices undergoing packaging and testing, with this product line still in the research and development phase and not yet in mass production [1] Group 3: Operational Status - The company's production, sales, and operations are reported to be normal, despite fluctuations in the secondary market stock prices [1]

Core Insights - InnoSpace announced the successful installation of a new generation 6.6kW On-Board Charger (OBC) system utilizing 650V Gallium Nitride (GaN) technology in Changan Automobile, setting a new benchmark for charging efficiency and power density in the industry [3] Group 1: Company Developments - InnoSpace's new 6.6kW GaN OBC system integrates OBC with an on-board DC-DC converter, significantly enhancing charging efficiency and power density through global efficiency optimization design [3] - The successful deployment of the GaN OBC system in Changan Automobile marks a breakthrough in the application of GaN technology in vehicle power systems, representing a significant step for both InnoSpace and United Power in the electric vehicle sector [3] Group 2: Industry Impact - The collaboration between InnoSpace and United Power aims to drive the electric vehicle industry towards greater efficiency and sustainability [3]

Core Viewpoint - InnoTek (02577) has successfully integrated a new generation 6.6kW On-Board Charger (OBC) system using 650V Gallium Nitride (GaN) technology into Changan Automobile, marking a significant advancement in vehicle power supply technology [2][5]. Group 1: Company Developments - InnoTek's stock price increased by 3.04% to HKD 86.50, with a trading volume of HKD 230 million [2][5]. - The new 6.6kW GaN OBC system achieves industry-leading charging efficiency and power density, setting a new benchmark for vehicle power supply technology [2][5]. - The collaboration with Suzhou Huichuan United Power System Co., Ltd. (stock code: 301656.SZ) integrates the OBC with a vehicle DC-DC converter, significantly enhancing charging efficiency and power density through optimized global efficiency design [2][5]. Group 2: Industry Impact - The successful installation of the GaN OBC system in Changan Automobile represents a breakthrough in the application of GaN technology in vehicle power supply, indicating a solid and pioneering step for both InnoTek and United Power in the new energy vehicle sector [2][5]. - Future collaboration between InnoTek and United Power aims to promote the upgrade of the new energy vehicle industry towards greater efficiency and sustainability [2][5].

Core Viewpoint - InnoTek (02577) has seen a significant stock increase of over 5%, currently trading at 88.7 HKD, with a transaction volume of 167 million HKD, following the announcement of a successful installation of a new generation 6.6kW OBC system utilizing 650V GaN technology in Changan Automobile [1] Group 1: Company Developments - InnoTek announced the successful installation of its 6.6kW OBC system in Changan Automobile, marking a significant milestone in the application of GaN technology in automotive power systems [1] - The new OBC system achieves industry-leading charging efficiency and power density, setting a new benchmark for onboard power supply technology [1] - InnoTek plans to closely collaborate with Suzhou Huichuan United Power (301656) to drive advancements in the electric vehicle industry towards greater efficiency and sustainability [1] Group 2: Industry Impact - The integration of the new 6.6kW GaN onboard charger with the onboard DC-DC converter represents a breakthrough in electric vehicle power systems, significantly enhancing charging efficiency and power density [1] - The successful deployment of the GaN OBC system in Changan Automobile signifies a pivotal advancement in the application of GaN technology within the electric vehicle sector [1]

Core Insights - InnoSpace (02577) announced the successful installation of a new generation 6.6kW On-Board Charger (OBC) system utilizing 650V Gallium Nitride (GaN) technology in Changan Automobile on December 8, 2025, setting a new benchmark for charging efficiency and power density in the industry [1] Company Developments - The new 6.6kW GaN vehicle-mounted dual-in-one power supply product from Suzhou Huichuan United Power System Co., Ltd. (stock code: 301656) integrates OBC with on-board DC-DC converters, significantly enhancing charging efficiency and power density through global efficiency optimization design [1] - The successful installation of the GaN OBC system in Changan Automobile marks a breakthrough in the application of GaN technology in vehicle power supply, representing a significant and pioneering step for United Power and InnoSpace in the new energy vehicle sector [1] Industry Trends - The collaboration between InnoSpace and United Power aims to promote the upgrade of the new energy vehicle industry towards greater efficiency and sustainability [1]