第三代半导体
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至纯科技跌2.01%,成交额7.89亿元,主力资金净流出9810.70万元
Xin Lang Cai Jing· 2026-01-08 06:11
1月8日,至纯科技(维权)盘中下跌2.01%,截至13:51,报32.74元/股,成交7.89亿元,换手率6.23%, 总市值125.38亿元。 分红方面,至纯科技A股上市后累计派现2.48亿元。近三年,累计派现1.36亿元。 责任编辑:小浪快报 资料显示,上海至纯洁净系统科技股份有限公司位于上海市闵行区紫海路170号,成立日期2000年11月 13日,上市日期2017年1月13日,公司主营业务涉及半导体制程设备、工艺支持设备的研发和生产销售, 以及由此衍生的高纯工艺系统建设、电子材料、部件清洗及晶圆再生等服务。主营业务收入构成为:系 统集成72.70%,设备业务18.70%,电子材料8.29%,其他(补充)0.30%。 至纯科技所属申万行业为:电子-半导体-半导体设备。所属概念板块包括:中芯国际概念、大基金概 念、第三代半导体、半导体设备、集成电路等。 截至10月31日,至纯科技股东户数11.08万,较上期增加43.52%;人均流通股3457股,较上期减少 30.32%。2025年1月-9月,至纯科技实现营业收入23.67亿元,同比减少10.33%;归母净利润8469.67万 元,同比减少56.08%。 机 ...
中国半导体持续突围,全球首款12英寸碳化硅外延晶片来了!
Xin Lang Cai Jing· 2026-01-08 04:14
中国企业发布全球首款12英寸碳化硅外延晶片,或将改变第三代半导体的竞争规则! 最近科技圈有个大消息,可能很多人没注意到,但它的分量绝对能载入中国半导体发展史——咱们中 国,刚刚实现了全球首款12英寸碳化硅外延晶片的技术首发。简单说,这是第三代半导体领域的"超级 材料"突破,直接把咱们的芯片制造能力又往上拔高了一个台阶。 先科普个背景:碳化硅是第三代半导体的核心材料,和传统硅材料比,它就像"钢筋" vs "木头"——耐 高压、耐高温、高频性能强得多。举个例子,同样功率的器件,用碳化硅做的,体积能小一半,能耗能 降30%,这对新能源汽车、光伏发电、智能电网这些需要"高效+稳定"的领域,简直是刚需。 但以前,碳化硅晶片的主流是6英寸,8英寸还在产业化推进阶段。为啥大家都在拼"大尺寸"?因为晶片 越大,单片能切的芯片数量越多,成本就越低。就像烙饼,锅越大,一次能烙的饼越多,摊下来每张饼 的成本自然更低。 这次咱们的12英寸晶片,单片能承载的芯片数量是6英寸的4.4倍,是8英寸的2.3倍。同样一道工序,产 出直接翻几倍,下游做功率器件的企业成本能降多少?保守估计至少30%! 更关键的是,这次突破不是"实验室里的样品", ...
盛美上海跌2.01%,成交额5.51亿元,主力资金净流出3221.79万元
Xin Lang Cai Jing· 2026-01-08 03:10
盛美上海所属申万行业为:电子-半导体-半导体设备。所属概念板块包括:半导体设备、先进封装、第 三代半导体、中芯国际概念、HBM概念等。 1月8日,盛美上海盘中下跌2.01%,截至10:43,报194.03元/股,成交5.51亿元,换手率0.64%,总市值 931.66亿元。 资金流向方面,主力资金净流出3221.79万元,特大单买入5810.27万元,占比10.55%,卖出5541.78万 元,占比10.07%;大单买入1.43亿元,占比26.03%,卖出1.78亿元,占比32.37%。 盛美上海今年以来股价涨10.21%,近5个交易日涨9.65%,近20日涨18.31%,近60日涨7.99%。 资料显示,盛美半导体设备(上海)股份有限公司位于中国(上海)自由贸易试验区丹桂路999弄5、6、7、8 号全幢,成立日期2005年5月17日,上市日期2021年11月18日,公司主营业务涉及半导体专用设备的研 发、生产和销售。主营业务收入构成为:销售商品99.72%,提供服务0.28%。 责任编辑:小浪快报 截至9月30日,盛美上海股东户数2.17万,较上期增加85.89%;人均流通股20098股,较上期减少 46. ...
11.56亿主力资金净流入 第三代半导体概念涨2.10%
Zheng Quan Shi Bao Wang· 2026-01-07 09:01
截至1月7日收盘,第三代半导体概念上涨2.10%,位居概念板块涨幅第10,板块内,106股上涨,观想 科技20%涨停,中瓷电子、友阿股份、*ST铖昌等涨停,安集科技、英诺激光、金太阳等涨幅居前,分 别上涨18.86%、12.31%、11.48%。跌幅居前的有东微半导、和而泰、多氟多等,分别下跌8.92%、 4.69%、4.01%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 光刻胶 | 6.05 | DRG/DIP | -2.23 | | 存储芯片 | 3.30 | 互联网保险 | -2.00 | | 光刻机 | 3.30 | 脑机接口 | -1.59 | | 中芯国际概念 | 3.00 | 兵装重组概念 | -1.46 | | 国家大基金持股 | 2.84 | 无人零售 | -1.45 | | 先进封装 | 2.54 | 血氧仪 | -1.44 | | 可控核聚变 | 2.53 | 移动支付 | -1.34 | | 稀土永磁 | 2.26 | 可燃冰 | -1.32 | | 金属钴 | 2.25 | 芬 ...
汇成真空涨3.96%,成交额7.14亿元,后市是否有机会?
Xin Lang Cai Jing· 2026-01-07 07:49
Core Viewpoint - The company, Guangdong Huicheng Vacuum Technology Co., Ltd., has shown significant market activity with a stock price increase of 3.96% and a trading volume of 714 million yuan, indicating strong investor interest and market confidence [1]. Group 1: Company Overview - Guangdong Huicheng Vacuum Technology Co., Ltd. specializes in the research, development, production, and sales of vacuum coating equipment, providing vacuum application solutions [7]. - The company was established on August 14, 2006, and is set to be listed on June 5, 2024 [7]. - The main revenue sources include industrial vacuum coating equipment (49.29%), other consumer products (19.27%), scientific research (10.64%), consumer electronics (9.91%), technical services (5.88%), and accessories (5.01%) [7]. Group 2: Market Position and Clientele - The company has developed a PVD copper foil composite current collector application equipment and has completed the development of a six-inch silicon carbide high-temperature oxidation furnace [3]. - Major clients include well-known companies such as Apple, Foxconn, BYD, and Jabil, indicating strong recognition and integration into the supply chains of leading industry players [3]. - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China, highlighting its focus on niche markets and strong innovation capabilities [3]. Group 3: Financial Performance - As of September 30, 2025, the company reported a revenue of 304 million yuan, a year-on-year decrease of 29.54%, and a net profit of 17.65 million yuan, down 72.62% year-on-year [8]. - The company has distributed a total of 55 million yuan in dividends since its A-share listing [9]. Group 4: Stock and Investment Analysis - The stock has seen a net inflow of 35.69 million yuan today, with a total net inflow of 591.12 million yuan over the past three days, indicating a positive trend in investor sentiment [4][5]. - The average trading cost of the stock is 135.36 yuan, with current price action suggesting a trading range between resistance at 150.00 yuan and support at 132.07 yuan [6].
派瑞股份涨2.02%,成交额7104.62万元,主力资金净流出265.96万元
Xin Lang Cai Jing· 2026-01-07 06:02
1月7日,派瑞股份(维权)盘中上涨2.02%,截至13:32,报11.62元/股,成交7104.62万元,换手率 3.35%,总市值37.18亿元。 资金流向方面,主力资金净流出265.96万元,特大单买入0.00元,占比0.00%,卖出243.62万元,占比 3.43%;大单买入1146.82万元,占比16.14%,卖出1169.16万元,占比16.46%。 派瑞股份今年以来股价涨5.44%,近5个交易日涨4.78%,近20日跌14.81%,近60日跌19.48%。 资料显示,西安派瑞功率半导体变流技术股份有限公司位于陕西省西安市高新区锦业二路13号,成立日 期2010年12月10日,上市日期2020年5月7日,公司主营业务涉及电力半导体器件和装置的研发、生产、 实验调试和销售服务。主营业务收入构成为:电力电子器件88.51%,电力电子设备11.31%,其他 0.18%。 截至12月31日,派瑞股份股东户数3.05万,较上期增加0.70%;人均流通股6047股,较上期减少0.69%。 2025年1月-9月,派瑞股份实现营业收入7975.70万元,同比减少54.52%;归母净利润555.96万元,同比 减少9 ...
博敏电子跌2.03%,成交额3.38亿元,主力资金净流出2273.45万元
Xin Lang Cai Jing· 2026-01-07 02:42
Core Viewpoint - Bomin Electronics experienced a stock price decline of 2.03% on January 7, 2023, with a current price of 13.01 CNY per share and a total market capitalization of 8.201 billion CNY [1] Financial Performance - For the period from January to September 2025, Bomin Electronics reported a revenue of 2.592 billion CNY, reflecting a year-on-year growth of 10.87% [2] - The net profit attributable to shareholders for the same period was 40.129 million CNY, showing a year-on-year decrease of 21.26% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Bomin Electronics increased to 59,200, up by 10.95% from the previous period [2] - The average number of circulating shares per shareholder decreased by 9.87% to 10,646 shares [2] Dividend Distribution - Since its A-share listing, Bomin Electronics has distributed a total of 130 million CNY in dividends, with 25.216 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest circulating shareholder, holding 10.5417 million shares, an increase of 6.2976 million shares from the previous period [3] Business Overview - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [1] - The company's revenue composition includes 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [1] - Bomin Electronics operates within the electronics industry, specifically in the printed circuit board sector, and is involved in various concept sectors including aerospace, military, autonomous driving, integrated circuits, semiconductors, and third-generation semiconductors [1]
立昂微跌2.09%,成交额16.60亿元,主力资金净流出1.33亿元
Xin Lang Cai Jing· 2026-01-07 02:06
Core Viewpoint - Lian Microelectronics has experienced significant stock price fluctuations, with a notable increase in recent trading periods, while also facing challenges in profitability as indicated by a substantial decline in net profit [2][3]. Group 1: Stock Performance - As of January 7, Lian Microelectronics' stock price decreased by 2.09% to 41.25 CNY per share, with a trading volume of 1.66 billion CNY and a turnover rate of 5.77%, resulting in a total market capitalization of 27.694 billion CNY [1]. - Year-to-date, the stock price has risen by 18.47%, with a 16.07% increase over the last five trading days, a 38.33% increase over the last 20 days, and a 22.19% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Lian Microelectronics reported a revenue of 2.64 billion CNY, reflecting a year-on-year growth of 15.94%. However, the net profit attributable to shareholders was -108 million CNY, representing a significant year-on-year decrease of 98.67% [2]. - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed over the past three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Lian Microelectronics reached 105,000, an increase of 39.37% from the previous period, while the average circulating shares per person decreased by 28.25% to 6,394 shares [2]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 7.8084 million shares, a decrease of 137,700 shares from the previous period, while the Guotai CSI Semiconductor Materials and Equipment Theme ETF is a new entrant with 5.6803 million shares [3].
旭光电子涨2.00%,成交额1.00亿元,主力资金净流入483.56万元
Xin Lang Cai Jing· 2026-01-07 02:06
Core Viewpoint - The stock of Xuguang Electronics has shown a positive trend with a 7.51% increase since the beginning of the year, despite a 16.96% decline over the past 60 days, indicating potential volatility in its performance [1]. Group 1: Stock Performance - As of January 7, Xuguang Electronics' stock price rose by 2.00% to 17.33 CNY per share, with a trading volume of 100 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 14.383 billion CNY [1]. - The stock has experienced a 6.91% increase over the last five trading days and an 11.45% increase over the last 20 trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, Xuguang Electronics reported a revenue of 1.181 billion CNY, reflecting a year-on-year growth of 5.57%, and a net profit attributable to shareholders of 101 million CNY, which is a 25.04% increase compared to the previous year [2]. - The company has distributed a total of 327 million CNY in dividends since its A-share listing, with 83.044 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Xuguang Electronics was 67,600, a decrease of 9.61% from the previous period, while the average circulating shares per person increased by 10.63% to 12,261 shares [2]. - Notable new institutional shareholders include Yongying Ruixin Mixed A, holding 14.4507 million shares, and Huaxia Innovation Driven Mixed A, holding 3.8166 million shares [2].
京运通涨2.03%,成交额1.93亿元,主力资金净流出725.63万元
Xin Lang Zheng Quan· 2026-01-06 06:31
1月6日,京运通盘中上涨2.03%,截至14:25,报4.02元/股,成交1.93亿元,换手率2.00%,总市值97.07 亿元。 资金流向方面,主力资金净流出725.63万元,特大单买入652.60万元,占比3.39%,卖出1945.83万元, 占比10.09%;大单买入3956.75万元,占比20.53%,卖出3389.15万元,占比17.58%。 京运通今年以来股价涨2.81%,近5个交易日跌1.95%,近20日涨7.49%,近60日跌4.29%。 资料显示,北京京运通科技股份有限公司位于北京市北京经济技术开发区经海四路158号,成立日期 2002年8月8日,上市日期2011年9月8日,公司主营业务涉及高端装备制造、光伏发电、新材料和节能环 保四大产业。主营业务收入构成为:硅片36.93%,电力36.00%,硅棒16.94%,其他(补充)5.26%,脱硝 催化剂4.84%,设备0.03%。 京运通所属申万行业为:公用事业-电力-光伏发电。所属概念板块包括:半导体设备、第三代半导体、 专精特新、碳化硅、光伏玻璃等。 截至9月30日,京运通股东户数14.49万,较上期增加11.26%;人均流通股16667股 ...