Core Viewpoint - The company, Shantou Ultrasonic Instrument Research Institute Co., Ltd., is engaged in the research, development, production, and sales of medical imaging equipment and industrial non-destructive testing equipment, benefiting from the pet economy and the depreciation of the RMB [2][3]. Company Overview - Shantou Ultrasonic Instrument Research Institute Co., Ltd. was established on November 15, 1982, and was listed on January 22, 2025. It is a national key high-tech enterprise focusing on medical imaging and industrial non-destructive testing equipment [7]. - The company's main business revenue composition includes: medical ultrasound 50.32%, industrial ultrasound 19.04%, X-ray 16.30%, accessories 12.52%, and others 1.82% [7]. Financial Performance - For the period from January to March 2025, the company achieved operating revenue of 98.43 million yuan, representing a year-on-year growth of 28.69%, and a net profit attributable to the parent company of 39.32 million yuan, with a year-on-year increase of 47.70% [8]. - As of March 31, 2025, the company had 26,800 shareholders, a decrease of 46.67% from the previous period, with an average of 2,047 circulating shares per person, an increase of 87.50% [8]. Market Activity - On August 20, the company's stock price increased by 0.11%, with a trading volume of 212 million yuan and a turnover rate of 12.93%, resulting in a total market capitalization of 12.087 billion yuan [1]. - The main net inflow of funds today was 8.9166 million yuan, accounting for 0.04%, with the industry ranking at 9 out of 131 [4]. Product and Technology Development - The company showcased its innovative veterinary medical imaging achievements at the 97th WVC annual meeting, focusing on pet, equine, and livestock health care [2]. - The company has developed a "Hongyun" system for portable ultrasound and DR equipment, enabling remote transmission of images and reports through 5G networks, and offers online diagnostic guidance through the "Mali Doctor" platform [2][3].

Core Viewpoint - The company, Guangzhou Huizhiwei Electronics Co., Ltd., is experiencing growth in its revenue and profitability, driven by its focus on RF front-end chips and modules, particularly in the 5G and IoT sectors, while benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Guangzhou Huizhiwei Electronics was established on November 11, 2011, and went public on May 16, 2023. The company specializes in the research, design, and sales of RF front-end chips and modules [7]. - The company's revenue composition includes 62.22% from 5G modules, 37.59% from 4G modules, and 0.19% from technical services and others [7]. - As of March 31, the number of shareholders increased by 2.77% to 15,000, with an average of 21,517 circulating shares per person, up by 4.47% [7]. Financial Performance - For the first quarter of 2025, the company achieved a revenue of 137 million yuan, representing a year-on-year growth of 30.63%, while the net profit attributable to the parent company was 3.57 million yuan, up 104.40% year-on-year [7]. - The company has a total market capitalization of 6.106 billion yuan, with a trading volume of 249 million yuan and a turnover rate of 6.00% on August 20 [1]. Investment Highlights - The National Integrated Circuit Industry Investment Fund holds 26.03 million shares, accounting for 5.75% of the total share capital, indicating institutional support [2]. - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [3]. Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 98.18% of total revenue, positioning it favorably in the global market [3]. - The average trading cost of the stock is 11.72 yuan, with the current price approaching a resistance level of 13.18 yuan, suggesting potential for upward movement if the resistance is broken [6].

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading player in the air purification and environmental governance sector, focusing on the development, production, and sales of air purification products and related technologies, particularly in the semiconductor industry [3][7]. Group 1: Company Overview - Meiyai specializes in air purification products, including fan filter units, filters, and air purification equipment, with a revenue composition of 88.04% from fan filter units and filters [7]. - The company was recognized as a national-level "specialized, refined, and innovative" small giant by the end of 2021, establishing itself as a leader in cleanroom equipment for the semiconductor industry [3]. - As of March 31, 2025, Meiyai reported a revenue of 317 million yuan, representing a year-on-year growth of 16.02%, and a net profit of 41.92 million yuan, up 18.45% year-on-year [8][9]. Group 2: Market Position and Products - Meiyai has developed the first domestic 28nm lithography equipment and provides high-efficiency air purification products to major international semiconductor manufacturers like Intel and ST Microelectronics, positioning itself competitively against international brands [2][3]. - The company has long-term supply agreements with SMIC, providing essential air purification products to meet stringent cleanliness standards for advanced semiconductor manufacturing processes [2][3]. Group 3: Financial and Trading Insights - On August 20, the company's stock price fell by 1.01%, with a trading volume of 73.71 million yuan and a market capitalization of 6.705 billion yuan [1]. - The average trading cost of the stock is 45.01 yuan, with the current price near a support level of 48.79 yuan, indicating potential volatility in the near term [6].

来源：新浪证券-红岸工作室 异动分析 先进封装+芯片概念+OLED+人民币贬值受益+专精特新 4、根据2024年年报，公司海外营收占比为54.15%，受益于人民币贬值。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 8月20日，汇成股份跌0.62%，成交额4.68亿元，换手率3.93%，总市值120.40亿元。 1、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、合肥新汇成微电子股份有限公司的 ...

8月20日，百普赛斯跌0.28%，成交额1.17亿元，换手率1.65%，总市值94.87亿元。 异动分析 来源：新浪证券-红岸工作室 重组蛋白+细胞免疫治疗+猴痘概念+专精特新+人民币贬值受益 3、2023年7月14日互动易：公司已经关注猴痘病毒传播情况，并启动相关产品的开发工作，目前以已上 线多款重组蛋白、抗体以及试剂盒产品，助力相关预防性疫苗及治疗性药物的开发。 主力没有控盘，筹码分布非常分散，主力成交额3529.65万，占总成交额的3.61%。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 5、根据2024年年报，公司海外营收占比为66.46%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-559.97万，占比0.05%，行业排名27/54，连续3日被主力资金减仓；所属行 ...

推动融资担保业务扩面增量，今年以来，全省再担保体系新增融资担保业务320亿元，同比增长50%， 惠及3.6万余户小微企业和个体工商户。聚焦科技成果转化及战略新兴产业，推动沈阳等五市科技担保 公司新开展业务85亿元，同比增长34%，支持科技型小微企业2800余户。积极争取国家政策支持，推动 全省18.7亿元担保业务纳入国家科技创新专项担保计划，享受国担基金及省财政风险分担比例70%的支 持政策，惠及小微企业523户。 优化环境，政府采购政策全面聚力 落实支持小微企业发展的政府采购政策，形成"价格扣除优惠+预留份额+融资担保+合同预付款和保证 金减免"的政策组合模式，全方位推动小微企业从政府采购市场的"陪跑者"向"主力军"转变。今年以 来，累计为小微企业设立预付款15.5亿元，免收参与政府采购活动的投标（响应）保证金4亿元，实现 合同融资担保金额4.9亿元，切实减轻了小微企业经营压力，激发了市场主体发展活力。 激励创新，"专精特新"和数字化转型深度赋力 今年以来，累计下达中小企业发展专项资金0.98亿元，支持"专精特新"中小企业、"小巨人"企业高质量 发展，促进民营经济聚焦实业、做精主业，提高创新能力和市场竞争力 ...

Market Overview - On August 20, the A-share market experienced fluctuations, with the ChiNext index leading the decline. The Shanghai Composite Index fell by 2.07 points, a decrease of 0.06%, closing at 3725.22 points. The Shenzhen Component dropped by 77.87 points, down 0.66%, closing at 11743.76 points. The ChiNext index decreased by 44.6 points, down 1.71%, closing at 2557.14 points. The CSI 300 index fell by 5.0 points, down 0.12%, closing at 4218.37 points [1]. - A total of 3400 stocks in the market declined, with trading volume exceeding 1.5 trillion yuan [2]. Sector Performance - Consumer stocks, particularly in the liquor sector, rebounded, with JiuGuiJiu achieving two consecutive trading limits. Sectors such as liquor, non-ferrous metals, tourism, and AI glasses saw significant gains, while sectors like data center power supply, Huawei Ascend, software development, and CRO experienced declines. Non-ferrous metal stocks showed strong fluctuations, with Luoping Zinc Electric hitting the trading limit. AI glasses stocks were active, with Kosen Technology achieving four consecutive trading limits. Conversely, high-priced stocks collectively fell, with companies like Huasheng Tiancai hitting the trading limit [3]. Foreign Investment Trends - Recent trends indicate that foreign capital is increasing its holdings in A-shares, raising questions about the continuation of the bull market. The Shanghai Composite Index has been steadily rising, surpassing 3700 points, and reached a ten-year high on August 18. The rapid growth of margin trading balances suggests that leveraged funds are entering the market, providing strong financial support for the market's rise. Analysts from JMC Capital and Morgan Stanley predict that foreign capital inflows may accelerate due to attractive valuations in the Chinese stock market and expectations of interest rate cuts in the U.S. [5][6]. Company Spotlight: Pop Mart - Pop Mart's stock surged over 8%, reaching a new high of over 300 Hong Kong dollars. The company reported a revenue of 13.88 billion yuan for the first half of 2025, a year-on-year increase of 204.4%, and an adjusted net profit of 4.71 billion yuan, up 362.8%. The founder, Wang Ning, stated that the company achieved its best performance ever, with full-year revenue expected to be no less than 30 billion yuan. The company opened 12 new offline stores, bringing the total to 443, with offline revenue of 5.08 billion yuan, a 117.1% increase year-on-year. Online revenue reached 2.94 billion yuan, up 212.2%, with Douyin contributing 560 million yuan, a 168.6% increase [9][11].

从板块特征看，"科技+高弹性"双重属性，意味着北交所往往不会缺席牛市；从资金特征看，由于政策 面持续释放积极信号、大力支持北交所发展，后续有望出现更多布局指数投资的资金及主动权益资金关 注北交所、投资北交所。作为创新型中小企业的聚集地，随着政策的持续推动，北交所市场规模与流动 性有望进一步提升，投资和配置价值将更为凸显。 北证50指数基金为什么有限购？ 一支穿云箭，千军万马来相见。 由于北交所上市公司均为高成长的新兴企业，市值相比沪市深市主板公司相对偏小，因此市面上的北证 50指数基金均设有5亿份额的规模上限。 本周北交所行情回归，尤其8月18日，北证50指数大涨，北证专精特新指数也上涨超7%，让北交所再次 成为市场关注的焦点，背后有何因素？（指数历史业绩不预示指数未来表现。） 该基金积极布局北交所"专精特新"领域，基金经理在二季报中提到，报告期内重点聚焦具备核心技术和 高成长潜力的企业，旨在深度把握创新型中小企业的高速成长机遇。 说到专精特新，就不得不提及北交所发布的"北证专精特新" 指数，这个指数汇聚了北交所上市的专精 特新小巨人企业，尤其是细分领域龙头企业，纳入了北交所上市公司中更具硬科技时代特征的"隐 ...

近日，浙江华业（301616）塑料机械股份有限公司(301616.SZ)接连接受光大证券研究所、华源证券、 申万菱信、光大机械、华金证券、中金机械3C机器人、广发基金、东方阿尔法基金、混沌投资、国泰 基金、华泰柏瑞银华基金、中银机械、国泰海通机械、中金机械、兴业证券、东北电新、东财电新等超 过50家机构与个人的调研。 受益于国家"以旧换新"政府补贴的大力支持和新能源汽车、3C电子行业对塑料成型设备需求增长，浙 江华业2025年上半年实现营业收入4.78亿元，同比增长10.56%，归母净利润4766.92万元，同比增长 6.66%。 此次调研，机构聚焦公司经营业绩、技术实力、产能扩张规划及未来市场战略布局，展现出资本市场对 这家"专精特新"小巨人企业的高度关注。 浙江华业成立于1994年，深耕塑料机械核心零部件领域30余年，2025年3月27日于深交所创业板上市。 公司专注于塑料成型设备核心零部件的研发、生产和销售，主要产品包括螺杆、机筒、哥林柱及相关配 件，广泛应用于注塑机、挤出机等塑料成型设备。 公司未来的发展主要针对于塑胶行业的个性化需求，向细分领域做持续的技术创新。航空航天领域对产 品的轻量化要求和结构 ...

2024年专精特新企业作为中小企业中的佼佼者，在当前经济环境下承担着推动科技创新、突破内卷压力的重要角色，其发展路径对观察新质生产力具有重要 意义。 来源：和恒咨询 专精特新企业在2024年整体表现突出，其指数持续显著优于市场大盘和中盘。尽管估值水平较高，但内部存在明显分层现象。市值管理的核心在于"做价值 涨预期"，这一过程涵盖价值创造、塑造、经营及预期的传播、稳定与释放。企业需经历诊断、战略规划与实施三个阶段，逐步构建清晰的市值管理路径。 在价值管理方面，企业面临盈利质量分化加剧的挑战，部分公司价值创造能力不足，导致发展承压。价值塑造多聚焦短期回报，缺乏长期产业逻辑支撑。 2024年企业在价值经营方面的主动性增强，表现为并购活动减少但金额上升、回购与增持频率提高、股权激励形式更加注重战略意义。 预期管理方面，企业主动传播信息，但市场反馈相对有限。预期稳定性和释放效果有所提升，体现出不同企业的价值差异。从市值管理的关键窗口正在开 启，企业应关注战略布局、强化价值传递，并通过有效手段提升市场认同。 | | | | 一、专精特新 2024 年整体情况概览 | | --- | | 1.1 重要历史使命 . | | ...