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冠捷科技涨2.17%,成交额1.16亿元,主力资金净流入1182.38万元
Xin Lang Cai Jing· 2025-10-09 02:22
冠捷科技今年以来股价涨1.44%,近5个交易日跌3.75%,近20日涨8.88%,近60日涨16.05%。 机构持仓方面,截止2025年6月30日,冠捷科技十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股6084.79万股,相比上期减少2004.86万股。南方中证1000ETF(512100)位居第六大流通 股东,持股2506.51万股,相比上期增加469.80万股。华夏中证1000ETF(159845)位居第八大流通股 东,持股1479.70万股,相比上期增加353.30万股。广发中证1000ETF(560010)位居第九大流通股东, 持股1191.32万股,相比上期增加261.23万股。 资料显示,冠捷电子科技股份有限公司位于江苏省南京市栖霞区天佑路77号,成立日期1993年1月8日, 上市日期1997年5月20日,公司主营业务涉及专注智能显示终端业务,主要包括智能显示终端产品的研 发、制造、销售与服务。主营业务收入构成为:显示器产品62.93%,电视产品28.68%,其他产品 7.78%,其他(补充)0.61%。 责任编辑:小浪快报 冠捷科技所属申万行业为:电子-光学光电子-面板。所属概念 ...
奥士康2025年10月9日涨停分析:可转债发行+高端PCB+国际化布局
Xin Lang Cai Jing· 2025-10-09 01:56
2025年10月9日,奥士康(sz002913)触及涨停,涨停价44.66元,涨幅10%,总市值141.32亿元,流通 市值134.34亿元,截止发稿,总成交额8706.51万元。 声明:市场有风险,投资需谨慎。本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 根据喜娜AI异动分析,奥士康涨停原因可能如下,可转债发行+高端PCB+国际化布局: 1、公司积极推 进资本运作,可转债发行计划获高票通过,拟募资10亿元用于高端PCB项目,显示股东对公司发展策略 高度认可。该项目瞄准AI服务器、AIPC、汽车电子等高增长领域,有望助力公司提升市场竞争力与盈 利能力。 2、公司业务发展态势良好,通过与日本名幸电子合作拓展国际市场,泰国基地建设取得进 展,海外收入占比提升至 ...
芯原股份(688521):2025年Q3业绩预告点评:25Q3订单亮眼之余 营收亦创历史新高
Xin Lang Cai Jing· 2025-10-09 00:28
半导体IP 深度积累,多下游布局广阔。芯原的主营业务为半导体IP 授权业务和一站式芯片定制业务。 通过20 余年的高研发投入和深度积累,公司已布局GPU IP、NPU IP、VPU IP、DSPIP、ISP IP、 Display ProcessingIP 这六类处理器IP、智能像素处理平台、基于FLEXA 的IP 子系统,1,600 多个数模混 合IP 以及多种物联网连接(含射频)IP 等,并在22nmFD-S0I 工艺上开发了60 多个FD-S0I 模拟及数模混合 IP,为国内外知名客户提供了43 个FD-SOI 项目的一站式设计服务,其中33 个项目已经进入量产,且累 计向45 个客户授权了300 多个/次FD-SOI IP 核。公司根据自身的技术、资源、客户积累,并结合市场发 展趋势,已逐步在AIGC 汽车电子、可穿戴设备、数据中心和物联网这5 个领域形成了一系列优秀的平 台化解决方案,并取得了较好的业绩和市场地位。 战略布局Chiplet 技术和应用,领跑基于Chiplet 的AIGC 和智驾系统赛道。Chiplet 技术及产业化是芯原 的发展战略之一,公司已于五年前开始布局Chiplet 技术的研 ...
FD-SOI,走向7纳米?
半导体行业观察· 2025-10-05 02:25
公众号记得加星标⭐️,第一时间看推送不会错过。 这一设计带来了多重优势:优异的栅极控制能力,显著降低了漏电流和静态功耗;无需进行沟道掺 杂,避免了掺杂波动带来的性能不一致性;天然的全介质隔离减少了寄生电容和 latch-up风险;此 外,其背偏压技术能够动态调节晶体管的阈值电压,从而实现性能与功耗的灵活权衡。 与当时同样旨在解决缩放问题的3D FinFET技术相比,FD-SOI作为一种2D平面技术,在继承部分传 统平面工艺设计规则和工具的同时,在低功耗、模拟/RF性能、集成度以及整体成本效益方面展现出 独特的竞争力。 自概念提出后,FD-SOI技术开启了从实验室走向产业化的漫长征程,其发展脉络清晰可辨: 在全球半导体产业向"低功耗、高可靠、强集成"转型的浪潮中,边缘AI、汽车电子、物联网等场景对 芯 片 的 能 效 比 与 稳 定 性 提 出 了 前 所 未 有 的 要 求 。 传 统 体 硅 CMOS 工 艺 难 以 平 衡 性 能 与 功 耗 , 而 FinFET技术虽在先进制程占优,却在成本与低功耗场景适配性上存在局限。 在此背景下,全耗尽型绝缘体上硅(FD-SOI)技术凭借独特的结构设计与性能优势,逐 ...
超颖电子(603175):注册制新股纵览:汽车电子PCB核心供应商
Shenwan Hongyuan Securities· 2025-09-30 13:26
Investment Rating - The report assigns a rating of "Neutral" to the company based on its AHP score of 1.95, which places it in the 26.4% percentile of the non-innovation board AHP model [9][10]. Core Insights - The company is a core supplier of automotive electronic PCBs, benefiting from its advanced capabilities to meet the demands of complete vehicles. It ranks among the top ten globally and top five in China, having established stable partnerships with major automotive component suppliers and well-known electric vehicle manufacturers like Tesla [4][10]. - The company has successfully diversified its business into multiple sectors, including display, storage, consumer electronics, and communication, with a focus on high-end AI server production in Thailand [4][20]. - The demand for server PCBs is expected to grow significantly, driven by data volume and cloud computing, with a projected CAGR of 11.3% from 2024 to 2028. The automotive electronics sector is also anticipated to see increased demand due to the rise of intelligent driving technologies [22][23]. - The company's revenue from high-layer boards has increased from 39% in 2022 to 53% in 2024, indicating a shift towards higher-value products [13][27]. Summary by Sections AHP Score and Expected Allocation Ratio - The AHP score for the company is 1.95, indicating a mid-to-upper level performance in the non-innovation board context, with expected allocation ratios for different investor classes being 0.0167% for Class A and 0.0145% for Class B under neutral conditions [9][10]. Company Fundamentals and Highlights - The company has a strong foothold in the automotive PCB market, with a market share ranking in the top ten globally and top five in China. It has developed capabilities for high-layer and HDI boards, essential for various automotive applications [10][11]. - The company has expanded its operations into high-end AI server production in Thailand, with the new factory expected to enhance its production capacity significantly [20][21]. - The communication sector's revenue share is projected to grow from 3.95% in 2022 to 7.20% in 2024, reflecting the increasing demand for advanced circuit boards [20]. Comparable Company Financial Metrics - The company's revenue for 2022, 2023, and 2024 was 35.14 billion, 36.56 billion, and 41.24 billion respectively, with a CAGR of 8.32%. The net profit for the same years was 1.41 billion, 2.66 billion, and 2.76 billion, showing a CAGR of 40.05% [12][27]. - The sales gross margin improved from 17.44% in 2022 to 23.54% in 2023, although it slightly decreased to 22.36% in 2024 due to initial production costs at the new factory [30]. Fundraising Projects and Development Vision - The company plans to raise funds through the issuance of up to 52.5 million new shares, with a total investment of 660 million yuan aimed at enhancing its high-layer and HDI project capabilities [38][41].
帝奥微并购荣湃半导体:隔离芯片能否解汽车电子饥渴?|并购一线
Tai Mei Ti A P P· 2025-09-30 11:30
Core Viewpoint - The semiconductor industry is experiencing accelerated consolidation, highlighted by the acquisition plan of DiAo Microelectronics (688381.SH) to purchase all equity or control of Rongpai Semiconductor, which will enhance its position in the automotive electronics sector and fill gaps in its product offerings [2][3]. Group 1: Acquisition Details - DiAo Microelectronics announced a suspension of trading as it plans to acquire Rongpai Semiconductor through a combination of share issuance and cash payment [2]. - The acquisition will not change the control of DiAo Microelectronics, but the valuation and other core information of the target remain undetermined, making it unclear if the transaction constitutes a major asset restructuring [2]. Group 2: Strategic Implications - The acquisition of Rongpai Semiconductor will allow DiAo Microelectronics to enter the digital isolator market, a segment it has not previously engaged in, and strengthen its layout in the high-growth automotive electronics sector [3]. - DiAo Microelectronics has historically relied on the consumer electronics market, but the industry trend is shifting towards higher-performance applications in new markets such as electric vehicles and industrial automation [3]. Group 3: Market Position and Competition - As of June 30, 2025, DiAo Microelectronics' product applications are heavily reliant on the consumer electronics market, with mobile phones accounting for 32%, industrial control and security for 28%, and other segments making up the remainder [4]. - In contrast, leading competitors like Naxin Microelectronics (688052.SH) have a significant portion of their revenue from automotive electronics, with 36.88% in 2024, highlighting a competitive gap for DiAo Microelectronics in this high-growth area [4]. Group 4: Rongpai Semiconductor Background - Rongpai Semiconductor, established in 2017, is recognized for its digital isolator technology and has aimed for an IPO since its inception, but has not provided updates on this plan [5][6]. - The company has experienced a slowdown in financing activities, with no new funding rounds reported since September 2022, despite having raised capital from notable investors [5][6].
芯原股份跌2.02%,成交额12.57亿元,主力资金净流出7140.38万元
Xin Lang Cai Jing· 2025-09-30 02:26
Core Viewpoint - Chip Origin Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 251.34% but a recent decline of 10.58% over the past five trading days [2] Financial Performance - For the first half of 2025, Chip Origin reported revenue of 974 million yuan, a year-on-year increase of 4.49%, while the net profit attributable to shareholders was -320 million yuan, a decrease of 12.30% year-on-year [3] - The company's main revenue sources include chip volume business (41.85%), intellectual property licensing fees (28.81%), chip design services (23.83%), and other income (0.29%) [2] Stock Market Activity - As of September 30, the stock price was 184.21 yuan per share, with a market capitalization of 96.842 billion yuan [1] - The stock has been active on the trading leaderboard, with the most recent appearance on September 22, where it recorded a net buy of 523 million yuan [2] - The stock has seen a net outflow of 71.4 million yuan in principal funds on September 30, with significant buying and selling activity [1] Shareholder Information - As of June 30, the number of shareholders was 25,400, a decrease of 3.58% from the previous period, while the average circulating shares per person increased by 3.71% to 19,656 shares [3] - Major institutional shareholders include Huaxia SSE Sci-Tech Innovation Board 50 ETF and E Fund SSE Sci-Tech Innovation Board 50 ETF, both of which have reduced their holdings [3]
思特威:汽车电子业务将成为公司长期发展动力源
Ju Chao Zi Xun· 2025-09-30 02:17
近日,思特威在接受机构调研时表示,随着汽车智能化趋势和车企智驾平权方案的不断渗透,汽车电子业务也将成为助力公司长期可持续发展的动力源。 同时相较安防、消费终端的CIS,车载CIS更需要通过严苛的车规级认证以确保产品的可靠性。因此,自入局车载领域以来,思特威始终坚持以安全为基 石,在产品设计之初就建立起高质量研发管控体系,以完善的车规级芯片研发与质量管理体系,为车载CIS产品全生命周期的可靠性"保驾护航"。 值得一提的是,思特威与晶合集成在工艺开发、产品创新、产能供应等方面加大了合作力度,国产Stacked BSI平台已成功量产多款兼顾性能与成本优势的 5000万像素手机应用CMOS图像传感器产品,如SC532HS、SC562HS等。未来,公司将继续加强协作,共同推动国产CIS工艺的创新与发展。 在思特威看来,汽车电子领域相较于智慧安防领域有很多相似之处,例如:良好的夜视成像性能;尽可能的低噪声;应对明暗环境的快速变化,需要高动态 范围(HDR);宽温度范围要求;高标准的冗余设计等。公司在智慧安防领域深厚的技术积累帮助公司迅速切入了汽车电子领域。 ...
德赛西威涨2.13%,成交额4.05亿元,主力资金净流入1659.76万元
Xin Lang Cai Jing· 2025-09-30 02:10
资金流向方面,主力资金净流入1659.76万元,特大单买入4243.09万元,占比10.47%,卖出2478.53万 元,占比6.12%;大单买入9054.96万元,占比22.35%,卖出9159.76万元,占比22.61%。 德赛西威今年以来股价涨40.01%,近5个交易日涨9.67%,近20日涨25.69%,近60日涨50.17%。 9月30日,德赛西威盘中上涨2.13%,截至09:54,报152.48元/股,成交4.05亿元,换手率0.49%,总市值 846.19亿元。 截至6月30日,德赛西威股东户数5.90万,较上期增加20.92%;人均流通股9374股,较上期减少 17.30%。2025年1月-6月,德赛西威实现营业收入146.44亿元,同比增长25.25%;归母净利润12.23亿 元,同比增长45.82%。 分红方面,德赛西威A股上市后累计派现22.37亿元。近三年,累计派现14.38亿元。 机构持仓方面,截止2025年6月30日,德赛西威十大流通股东中,香港中央结算有限公司位居第八大流 通股东,持股781.28万股,相比上期减少551.06万股。华泰柏瑞沪深300ETF(510300)位居第十 ...
鸿利智汇涨2.03%,成交额1.20亿元,主力资金净流入913.67万元
Xin Lang Cai Jing· 2025-09-29 03:31
鸿利智汇所属申万行业为:电子-光学光电子-LED。所属概念板块包括:LED、植物照明、智能眼镜、 MLED、汽车电子等。 截至6月30日,鸿利智汇股东户数2.77万,较上期增加0.63%;人均流通股25488股,较上期减少0.63%。 2025年1月-6月,鸿利智汇实现营业收入20.24亿元,同比增长6.45%;归母净利润1556.73万元,同比减 少80.44%。 分红方面,鸿利智汇A股上市后累计派现4.04亿元。近三年,累计派现8141.35万元。 机构持仓方面,截止2025年6月30日,鸿利智汇十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股799.70万股,相比上期增加109.21万股。 责任编辑:小浪快报 9月29日,鸿利智汇盘中上涨2.03%,截至11:08,报7.54元/股,成交1.20亿元,换手率2.29%,总市值 53.38亿元。 资金流向方面,主力资金净流入913.67万元,特大单买入153.85万元,占比1.29%,卖出111.76万元,占 比0.93%;大单买入3088.91万元,占比25.84%,卖出2217.32万元,占比18.55%。 鸿利智汇今年以来股价涨0.87 ...