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晚间公告丨7月8日这些公告有看头
第一财经· 2025-07-08 14:24
Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]
消费级3D打印那些事儿
2025-07-07 16:32
消费级 3D 打印那些事儿 20250707 摘要 拓竹公司 2025 年上半年已售出 72 万台 3D 打印机,预计全年销量有望 达到 150 万台,营收预计达 60-70 亿元。新款 HRD 个人制造中心自 3 月上市以来销量持续增长,成为新的增长点。 拓竹已成为消费级 3D 打印行业领导者,占据约 35%的市场份额,但内 部认为出货量达到 300 万台时市场接近饱和,表明公司仍有较大增长空 间,主要竞争对手为纵横立方和创想 3D。 拓竹客户主要集中在 ToB 端(占比 70%),包括 DIY 工厂、医疗器械 公司等,ToC 端(占比 30%)相对较少。公司通过 Make Word 社区和 简化大模型技术,致力于提升 ToC 端占比。 拓竹通过高效研发和创新产品策略迅速获得市场份额,X One 系列以消 费级价格提供工业级性能,打印速度达每秒 500 毫米,精度为 0.01 微 米,并首次引入激光雷达和支持 16 色多色打印。 拓竹创始团队在大疆积累的无人机技术经验,如电机控制、运动控制算 法和传感器融合,被成功应用于 3D 打印,实现了高速、高精度、多色 打印。 Q&A 2025 年消费级 3D 打印机 ...
东丽:高功能PPS和PA6微粒,助力3D打印部件降本增效
DT新材料· 2025-07-07 15:57
东丽先端材料研究开发(中国)有限公司 将参与 2025(第四届)高分子3D打印材料高峰论坛 (7.18-20,浙江杭州) ,介绍其 高功能聚合物微粒 TORAYMILL® PPS 和 高功能球形聚合物微 粒 TORAYPEARL® PA6 。 企业简介 东丽创立于1926年,是一家综合型化工企业,在全球拥有300余家子公司,在纤维、功能性化工产 品、碳纤维复合材料、环境工程技术、生命科学等等各个领域不断创造出先进材料和高附加价值的产 品。 1. 高功能聚合物微粒 TORAYMILL® PPS TORAYMILL® P PS 东丽独特的聚合物设计技术赋予 TORAYMILL® PPS树脂粉末最佳的流动性和聚合物性能,适用于 粉 末床熔融成型 (PBF) 。 PPS 是一种超级工程塑料,具有高强度、高刚性、耐热性、耐化学性、低吸水性、优异的电气性能 和阻燃性。此外,其高流动性使其能够与玻纤混合,使其成为最坚固的3D打印材料之一。 特性 打印品性能 非增强PPS GF增强PPS 应用领域 电机绝缘子、母线、电抗器、变压器线圈、水泵叶轮、管道组件(连轴管、冷却管等)。 2. 高功能球形聚合物微粒 TORAYPEARL ...
7月7日涨停分析
news flash· 2025-07-07 07:16
7月7日涨停分析 今日共67股涨停,连板股总数12只,10股封板未遂,封板率为87%(不含ST股、退市股)。焦点股方面,柳钢股份一度跌停,塞力医疗断板,市场连板高度 降至3连板。电力股华银电力5天4板,核电板块长城电工6天4板,稳定币概念股金一文化7天4板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 华光环能 | 3天3板 | 10.02% | 14:17 | 电力 | | 600475 | | | | | | 韶能股份 | 2天2板 | 10.07% | 09:25 | 实控人变 | | 000601 | | | | 更+电力 | | 新中港 | 2天2板 | 9.95% | 09:30 | 电力 | | 605162 | | | | | | 深南电 A | 2天2板 | 10.00% | 11:20 | 电力 | | 000037 | | | | | | 世茂能源 | 首板 | 10.01% | 10:02 | 电力 | | 605028 | | | | | | 豫能控股 | 首板 | 10.00% | 10:2 ...
议程公布!7月18-20日 杭州丨第四届高分子3D打印材料高峰论坛
DT新材料· 2025-07-06 15:39
2025(第四届)高分子3D打印材料高峰论坛 智汇3D打印,AI驱动创新 2025年7月18-20日 浙江 · 杭州 增材制造技术(3D打印),凭借其高度设计自由度、卓越材料利用率及强大定制化能力,已成为驱 动航空航天、生物医疗等领域发展的重要技术之一,并在无人机、人形机器人等新兴领域展现出广泛 的应用前景。尤其是在"人工智能+"的赋能下,该技术正为产业智能化升级带来前所未有的机遇。然 而,随着下游应用拓展以及技术迭代,在多品种、大批量、难加工、低成本、大尺寸、高精度、超高 速3D打印以及多材料功能3D打印技术等诸多方面,仍面临诸多亟待攻克的难题。 由DT新材料主办的 "2025(第四届)高分子3D打印材料高峰论坛" 将于2025年7月在浙江召开。 论 坛聚焦航空航天、汽车、无人机、人形机器人、生物医疗等高端应用场景,直面一体化、轻量化、高 性能及定制化的核心诉求,从材料、结构、工艺等多个维度展开深入讨论。 论坛旨在搭建一个集材 料科学、尖端技术、先进装备于一体的综合性交流平台,汇聚专家学者与业界精英,共同分享和探讨 增材制造产业的最新趋势、创新成果和应用需求,推动增材制造产业上下游的深度合作,助力产业链 的 ...
计算机行业周报:3D打印产业链高景气!AI+法律产品突破!-20250705
Shenwan Hongyuan Securities· 2025-07-05 11:55
Investment Rating - The report indicates a positive outlook for the 3D printing industry, highlighting a high level of prosperity in the industry chain and potential rapid growth for core companies [5][6]. Core Insights - The 3D printing industry is entering a significant growth phase, driven by lower prices and simplified operations, particularly in the consumer market. Companies like Tuozhu Technology are leading this trend by making desktop 3D printers more accessible [7][10]. - The legal AI sector is poised for substantial opportunities due to advancements in large model reasoning capabilities, with significant investments flowing into AI legal startups [28][31]. - Key companies in the 3D printing space include Tuozhu Technology, Chuangxiang Sanwei, and others, while in the legal AI sector, notable players include Jinqiao Information and Huayu Software [29][32]. Summary by Sections 3D Printing Industry - The 3D printing industry is experiencing a boom, with a 40% year-on-year increase in equipment production as of May 2025, indicating a rapid growth phase for consumer-grade products [7][10]. - The industry is characterized by a diverse supply chain, including consumer-grade printers, core components, scanning devices, and materials, with companies like Tuozhu Technology and Jiepte leading the market [29][30]. - The technology is revolutionizing manufacturing by enabling complex designs and reducing production costs, particularly in aerospace and medical applications [24][25]. Legal AI Sector - The legal AI market is witnessing a surge in investment, with 79% of funding directed towards AI-related companies in the legal field during 2024-2025 [28][30]. - Key developments include the launch of AI products by Jinqiao Information, which aims to enhance judicial efficiency, and Huayu Software's comprehensive legal AI solutions [32][38]. - The report highlights the increasing adoption of AI in law firms, with applications expanding from document collaboration to full lifecycle management of contracts [28][30]. Company Updates - Taxfriend Co. is adapting to stricter tax regulations, with its AI products entering a critical deployment phase, aiming to meet the growing compliance needs of businesses [42][43]. - Newland has established a subsidiary in the U.S. and obtained an MSB license, facilitating its entry into the cross-border payment market [44][45]. - MaiFushi has launched its AI-Agentforce platform, enhancing marketing strategies through intelligent automation and data-driven decision-making [49][50].
易加增材冲击科创板IPO 深耕3D打印设备制造
Zheng Quan Ri Bao Wang· 2025-07-04 11:46
从财务数据来看,2022年至2024年期间,易加增材的营业收入分别为2.47亿元、4.09亿元和4.71亿元, 复合增长率达38.06%;归属于母公司所有者的净利润分别为2892.60万元、6858.15万元和9881.34万元, 企业盈利能力显著提升。 设备创新方面,易加增材不断攻克大尺寸、大层厚、激光拼接等技术难题,已自主研发20余款3D打印 设备并实现量产,并配备全程可控的EPHatch3D打印工艺规划软件和EPlus3D控制软件。其中,易加增 材在大尺寸多激光3D金属打印设备上已逐步形成了较为领先的差异化技术优势。 凭借扎实的技术基础和高性能的产品设备,易加增材在业内拥有较高知名度及良好的市场口碑,其产品 已广泛应用于航空航天、国防科技、工业制造等国家制造业支柱产业,并逐渐向消费电子、机器人、低 空经济等新兴领域拓展。 在深耕国内客户的基础上,易加增材还积极布局海外市场,其先后布局德国子公司和美国子公司等境外 网络,形成了立足国内、辐射全球的国际化业务营销网络,设备远销欧美、日韩、东南亚等众多国家和 地区。 本报讯 (记者吴文婧 见习记者王楠)近日,上交所官网显示,杭州易加三维增材技术股份有限公司 ( ...
铂力特(688333)每日收评(07-04)
He Xun Cai Jing· 2025-07-04 09:28
铂力特688333 时间: 2025年7月4日星期五 53.90分综合得分 较强 趋势方向 主力成本分析 62.40 元 当日主力成本 60.47 元 5日主力成本 58.71 元 20日主力成本 61.14 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 0 | 持股量362.31万股 | 占流通比1.33% | | --- | --- | | 昨日净买入-75.06万股 | 昨日增仓比-0.276% | | 5日增仓比-0.277% | 20日增仓比-0.266% | 技术面分析 66.10 短期压力位 56.47 短期支撑位 66.10 中期压力位 次 北向资金数据 55.73 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月04日的资金流向数据方面 | 主力资金净流出11168.50万元 | | --- | | 占总成交额-12% | | 超大单净流出6107.72万元 | | 大单净流出5060.78万元 | | 散户资金净流出417.42万 | 关联行业/概念板块 通用设备 ...
杭州3D打印“小巨人”易加增材冲刺上市
Mei Ri Shang Bao· 2025-07-03 22:18
此次冲刺科创板IPO,易加增材选择适用《上海证券交易所科创板股票上市规则》第2.1.2条的第一项上 市标准,即"预计市值不低于人民币10亿元,最近两年净利润均为正且累计净利润不低于人民币5000万 元,或者预计市值不低于人民币10亿元,最近一年净利润为正且营业收入不低于人民币1亿元"。作为工 业级3D打印的头部企业之一,业内人士认为,易加增材有望继铂力特、华曙高科之后,成为第三家登 陆科创板的3D打印企业。 商报讯(记者叶晓珺)杭州工业级3D打印"小巨人"冲刺科创板IPO有了新消息。近日,上交所官网显示, 杭州易加三维增材技术股份有限公司(以下简称"易加增材")科创板首发申请获受理,拟募集资金12.05亿 元,投入于北京易加三维金属3D打印扩产项目、杭州3D打印设备产业化项目、杭州研发中心建设项 目,以及技术服务网络建设项目。 大尺寸金属3D打印龙头科创板IPO获受理 虽说易加增材是3D打印新锐,但在研发方面已有不少成果。 此外,近年来工业级增材制造设备的平均售价上升趋势明显,对该公司业绩也有所助力。招股书也显 示,增材制造2019年至2024年,工业级增材制造设备的平均售价从9万美元上升至31.69万美元, ...
捷诺飞生物科技:高性能生物3D打印机助力再生医学新发展
DT新材料· 2025-07-03 13:38
产品介绍 开放化设计的高性能桌面级生物3D打印机,专为中小型前沿交叉研究和转化实验室设计开发。 可根据 需求灵活改装与扩展,适用于进行生物材料、类器官、新药创制等领域的研究转化。 杭州捷诺飞生物科技 创始人,杭州电子科技大学 二级教授 徐铭恩 将出席 2025(第四届)高分子 3D打印材料高峰论坛 (7月18-20日 | 浙江 · 杭州),并分享 "生物材料的智造与检测技术装备研 究" 。 同时,杭州捷诺飞生物科技将在现场展示 Bio-Architect® SR PRO高性能桌面级生物3D打印机、 WS工作站级生物3D打印机、SR 桌面级生物3D打印机、PR PRO 高精度DLP生物3D打印机、PR 多材料DLP光固化生物3D打印机 。 杭州捷诺飞生物科技股份有限公司 成立于2013年,是国际领先的 生物3D打印技术、生物材料与再生 医学 综合解决方案提供商。 核心业务 包括为 再生医学、生物治疗、生物材料 等研究和应用领域,提供从数字设计、细胞扩增、 生物3D打印到定量检测的系统化软件和设备;为生物3D打印、医疗器械、组织再生等领域,提供国 产替代生物医用可降解高分子材料,天然生物材料和生物墨水;为制药和化 ...