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天合光能(688599)每日收评(06-20)
He Xun Cai Jing· 2025-06-20 08:53
48.75分综合得分 偏弱 趋势方向 主力成本分析 天合光能688599 时间: 2025年6月20日星期五 13.78 元 当日主力成本 13.93 元 5日主力成本 13.84 元 20日主力成本 14.28 元 60日主力成本 跌停 0 技术面分析 14.15 周期内涨跌停 过去一年内该股 涨停 0次 次 北向资金数据 持股量5230.79万股 占流通比2.4% 昨日净买入-201.60万股 昨日增仓比-0.093% 5日增仓比-0.235% 20日增仓比-0.069% 短期压力位 13.61 短期支撑位 14.37 中期压力位 13.15 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 ★长上影★ 表明行情上档压力沉重,升势受阻 资金流数据 2025年06月20日的资金流向数据方面 主力资金净流入2807.15万元 占总成交额6% 超大单净流入3746.21万元 大单净流出939.06万元 散户资金净流入161.88万 关联行业/概念板块 光伏设备 0.71%、锂电池 0.10%、物联网 -1.49%、智能家居 -1.04%等 (以上内容 ...
2025年中国物联网芯片行业进出口现状分析:贸易逆差逐渐缩小
Qian Zhan Wang· 2025-06-20 08:45
Group 1: Overall Industry Overview - The total import and export value of China's chip industry is projected to reach $545.14 billion in 2024, with a year-on-year growth of 12.32%, and a trade deficit of $226.14 billion, increasing by 5.97% [1] - In the first four months of 2025, the trade scale of the chip industry has already reached $179.61 billion, with a trade deficit of $66.73 billion [1] Group 2: Import Situation - In 2024, China's chip import volume is expected to be 549.18 billion units, reflecting a year-on-year increase of 14.52%, while the import value is approximately $385.64 billion, up by 10.38% [2] - For the first four months of 2025, the chip import volume is recorded at 181.33 billion units, with an import value of about $123.17 billion [2] - The import price of chips in China fluctuates between $0.60 and $0.80 per unit, remaining relatively stable due to the rapid development of the domestic IoT chip industry [5] Group 3: Export Situation - In 2024, China's chip export volume is projected to be 298.11 billion units, with a year-on-year growth of 11.31%, and the export value is expected to reach $159.50 billion, increasing by 17.31% [7] - In the first five months of 2025, the semiconductor export volume has reached 106.29 billion units, with an export value of $56.44 billion [7] - The export price of chips from China has shown a rising trend, increasing from $0.40 per unit in 2014 to $0.54 per unit in 2024, indicating improved self-innovation capabilities and increased market competitiveness [8]
信通电子开启申购,将在A股上市,预计募资净额约5.6亿元
Sou Hu Cai Jing· 2025-06-20 06:22
来源|贝多财经 6月20日,山东信通电子股份有限公司(下称"信通电子",SZ:001388)开启申购,将在深圳证券交易所主板上市。本次上市,信通电子的发行价为16.42元/ 股,发行数量为3900万股,预计募资总额约为6.4亿元,募资净额约5.6亿元。 据贝多财经了解,信通电子的上市进程始于2021年9月,该公司预披露招股书,准备在深圳证券交易所主板上市。2023年全面注册制实施后,信通电子平移 递交上市申请,2024年2月上会并通过。 本次报考上市,信通电子原计划募资4.75亿元,将用于输电线路立体化巡检与大数据分析平台技术研发及产业化项目、维保基地及服务网点建设项目、信通 电子研发中心项目,以及补充流动资金。 | 序号 | 项目名称 | 项目投资总 额(万元) | 拟投入募集资 金(万元) | 项目备案情况 | 项目环评报告/. 评登记表备案情 | | --- | --- | --- | --- | --- | --- | | 1 | 输申线路立体化 巡检与大数据分 | 20.945.06 | 20.945.06 | 2017-370391- | 淄高新环报告 | | | 析平台技术研发 | | | 40 ...
东莞绿光新能源受邀参与国内大循环调研会议,彰显国货智造力量
Sou Hu Cai Jing· 2025-06-20 06:14
近日,在推动国内经济大循环的时代浪潮中,东莞绿光新能源凭借在气象行业的卓越表现,作为东莞市中小型企业代表,受邀参加国务院监察国内大循环调 研会议。这一殊荣不仅是对绿光新能源 19 年深耕不辍的高度认可,更标志着国货品牌在细分领域的崛起,为中国智造迈向新征程注入强劲动力。 自成立以来,绿光新能源始终锚定气象行业,以 "创新驱动发展,品质铸就品牌" 为核心理念,在微型气象站,雷达雨量传感器,超声波风速风向传感器, 光伏环境监测仪等核心产品上持续发力。19 年的行业沉淀,让企业积累了深厚的技术底蕴,从产品研发、生产制造到市场应用,构建起一套完整的自主创 新体系。其研发的气象传感器,具备高精度、免维护、适应极端天气等特性,成功解决了新能源、输电线路、发电站、市政、海洋、交通等多领域的气象监 测痛点,产品性能达到国际先进水平,打破了国外技术长期垄断的局面。 东莞绿光新能源受邀参与国内大循环调研会议 此次受邀参与国务院调研会议,是绿光新能源发展历程中的重要里程碑。会议上,企业代表围绕气象行业在国内大循环中的作用、中小企业创新发展面临的 机遇与挑战等议题展开深入交流,分享了绿光新能源在技术创新、产业链协同等方面的经验。同时 ...
大力发展新银发经济助推消费提质升级,2025年第三期“提振消费·维护权益”大讲堂成功举办
Sou Hu Cai Jing· 2025-06-20 05:00
Group 1 - The event focused on the theme of "New Silver Economy Driving Consumption Upgrade," highlighting the significance of the aging population as a key growth driver in the consumer market [1][4] - The "New Silver Economy" is characterized by a shift in consumption demands from traditional "low-cost and practical" to "quality, functionality, and experience," indicating a potential trillion-dollar market across various sectors such as health technology, tourism, and smart home products [4][9] - The acceptance of smart devices among the new elderly demographic is increasing, providing opportunities for the integration of AI and IoT technologies into consumer scenarios [4][9] Group 2 - The launch of the "New Age Beauty" public welfare course aims to empower the new elderly group to explore aesthetic values and reshape consumption concepts through a comprehensive teaching model [5][7] - The Shanghai Health and Elderly Care Development Group identified a significant market opportunity in the elderly care industry, emphasizing the need for diversified services and addressing the supply-demand imbalance in the sector [9][19] - The aging population in Shanghai presents unique challenges and opportunities, with a focus on community-based services and the need for targeted market segmentation to enhance consumption [19][21] Group 3 - The travel industry is adapting to the new elderly demographic's desire for high-quality travel experiences, with companies like Ctrip launching themed travel products that combine safety, deep experiences, and social interaction [15] - Innovations in smart technology, such as electric exoskeletons, are being explored to enhance mobility and experiences for the elderly, indicating a growing market for assistive devices [16] - AI-driven products like the AI Home Smart Screen are designed to lower usage barriers for the elderly, integrating various services to support their lifestyle and promote smart elderly care [17] Group 4 - Nutritional products targeting the elderly are being developed to address health concerns and enhance quality of life, with a focus on personalized health support [19] - The event underscored the importance of community as the main battleground for the new silver economy, emphasizing the need for tailored services to meet diverse needs across different demographics [19][21] - The potential of the new silver economy in Shanghai is significant, with the city being a leading market for aging populations and consumer capabilities, presenting a unique opportunity for growth and innovation [19][21]
研判2025!中国电子级磷酸行业产业链、需求量及发展趋势分析:行业技术突破加速国产化,市场需求激增驱动全球竞争力跃升[图]
Chan Ye Xin Xi Wang· 2025-06-20 01:37
内容概况:近年来,中国电子级磷酸行业在技术上取得了显著突破。国内企业通过自主研发和创新,成 功提升了电子级磷酸的纯度,部分产品已达到国际最高标准SEMI-C12级,金属离子含量控制在极低水 平。这一技术突破不仅打破了外资垄断,也推动了中国电子级磷酸的国产化进程。2024年,中国电子级 磷酸需求量为0.91万吨,同比增长13.75%。以兴福电子为代表的龙头企业,其产品已进入台积电、SK 海力士等国际顶尖晶圆厂供应链,标志着中国电子级磷酸在全球市场中的竞争力显著提升。 相关上市企业:兴福电子(688545) 相关企业:贵州磷化(集团)有限责任公司、云天化集团有限公司、江苏华大离心机股份有限公司、上 海华谊集团工程有限公司、江苏中圣高科技有限公司、浙江联盛科技股份有限公司、中芯国际集成电路 制造有限公司、长江存储科技有限责任公司、华虹半导体(无锡)有限公司、长鑫存储技术有限公司、 京东方科技集团股份有限公司、TCL华星光电技术有限公司、上海和辉光电股份有限公司、维信诺科技 股份有限公司、隆基绿能科技股份有限公司、晶科能源股份有限公司 关键词:电子级磷酸、电子级磷酸市场规模、电子级磷酸行业现状、电子级磷酸发展趋势 一 ...
信通电子今日申购 顶格申购需配市值12万元
Core Viewpoint - Xintong Electronics has initiated its subscription process, offering a total of 39 million shares at a price of 16.42 yuan per share, with an issuance price-to-earnings ratio of 20.39 times, indicating a strategic move to raise capital for various projects [1][2]. Group 1: Issuance Information - The total number of shares issued is 39 million, with 12.48 million shares available for online subscription [1][2]. - The subscription code is 001388, and the maximum subscription limit for a single account is 12,000 shares, with subscriptions required to be in multiples of 500 shares [1][2]. - The issuance price is set at 16.42 yuan, and the issuance price-to-earnings ratio is 20.39 times, compared to the reference industry P/E ratio of 38.10 [2]. Group 2: Fundraising Purpose - The funds raised will be allocated to several projects, including: - Development and industrialization of a three-dimensional inspection and big data analysis platform for transmission lines, with an investment of 209.45 million yuan [2]. - Supplementing working capital with 160 million yuan [2]. - Establishing a research and development center with an investment of 52.83 million yuan [2]. - Construction of maintenance bases and service network points with 52.68 million yuan [2]. Group 3: Financial Indicators - Key financial metrics for Xintong Electronics include: - Total assets projected to be 1.533 billion yuan in 2024, up from 1.353 billion yuan in 2023 and 1.046 billion yuan in 2022 [2]. - Net assets expected to reach 853 million yuan in 2024, compared to 711 million yuan in 2023 and 587 million yuan in 2022 [2]. - Operating revenue forecasted at 1.005 billion yuan in 2024, an increase from 931 million yuan in 2023 and 782 million yuan in 2022 [2]. - Net profit anticipated to be 143 million yuan in 2024, up from 124 million yuan in 2023 and 117 million yuan in 2022 [2]. - Basic earnings per share projected at 1.22 yuan in 2024, compared to 1.06 yuan in 2023 and 1.00 yuan in 2022 [2].
研判2025!中国热释电红外传感器行业产业链、产需情况、市场规模、重点企业及未来展望:热释电红外传感器市场前景广阔,国内企业竞争力逐渐加强[图]
Chan Ye Xin Xi Wang· 2025-06-20 01:30
Industry Overview - The pyroelectric infrared sensor technology in China began in the 1970s, initially used in military applications, but has expanded into civilian markets due to technological advancements and cost reductions [1][15] - The market size of China's pyroelectric infrared sensor industry has grown from 365 million yuan in 2015 to 1.599 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.84% [1][15] - The production volume of pyroelectric infrared sensors in China is projected to increase from 217 million units in 2015 to 965 million units in 2024, with a CAGR of 18.03% [14] - The demand for these sensors is expected to rise from 209 million units in 2015 to 937 million units in 2024, with a CAGR of 18.14% [14] Market Dynamics - The rapid growth in demand for LED lighting and security monitoring in China is driving the expansion of the pyroelectric infrared sensor market [1][15] - The industry is becoming increasingly competitive, with China emerging as a global manufacturing hub for these sensors due to its cost advantages and improved labor productivity [1][15] Application Areas - Pyroelectric infrared sensors are widely used in various applications, including security monitoring, smart homes, automatic driving, medical diagnostics, thermal imaging, industrial automation, and environmental monitoring [7] - In the smart home sector, these sensors play a crucial role in detecting human presence and activity, enabling automatic control of lighting and other systems [12] Key Companies - Notable companies in the industry include Senba Sensor Technology Co., Ltd., Shanghai Naisela Sensor Co., Ltd., and Zhengzhou Weisheng Electronic Technology Co., Ltd., among others [18][21][23] - Senba Sensor's revenue from pyroelectric infrared sensors is projected to reach 251 million yuan in 2024, reflecting a year-on-year growth of 5.91% [21] Industry Trends - The industry is witnessing a trend towards miniaturization, driven by advancements in MEMS technology and semiconductor processes, making sensors more suitable for compact applications [25] - There is a growing emphasis on smart features, with sensors increasingly incorporating AI algorithms and edge computing capabilities for enhanced environmental perception and data analysis [26] - The evolution from standalone components to integrated system solutions is becoming prominent, allowing for modular products that facilitate easier customer development [27] - Multi-functionality is key to enhancing the value of pyroelectric infrared sensors, with new products integrating additional sensing capabilities to meet complex application needs [28]
港股概念追踪|物联网产业正从“连接”向“智能”跃迁 无源物联网或成下一个爆点(附概念股)
智通财经网· 2025-06-20 01:27
6月19日,在上海世界移动通信大会(MWC)期间,中国移动联合IMT2020(5G)推进组发布的"中移 载物"无源统一增强平台和蜂窝无源系统原型,正是针对这一痛点的破局之作——无需电池、无需布 线、无需人工干预,用"零功耗"技术撬动资产管理的智能化革命。 无源物联网的核心价值在于其颠覆性的技术逻辑:通过捕捉环境中的无线射频信号等能量驱动终端标签 运行,实现无电池、非接触的数据采集与通信。 相比传统物联网设备,无源技术的成本可降低至百分之一以下,且免维护特性使其在大规模部署中更具 经济性。这一特性尤其契合仓储物流、制造业、医疗等高频次、广覆盖的资产管理场景。 这些白皮书指出,无源物联网通过"反向散射"机制与蜂窝网络深度融合,构建了"广域覆盖、海量连 接、泛在感知"的三位一体技术体系。例如,1类标签(完全依赖射频能量)的通信距离可达50米,而2b 类标签(主动通信模式)则可实现500米以上的通信距离,满足室外广域场景需求。 根据中国信通院数据,2025年中国物联网市场规模将突破3万亿元,而无源物联网因其低成本、低功耗 的特性,有望成为下一个爆发点。 无源物联网核心港股: 中国移动(00941):中国移动此次发布的 ...
6月20日投资早报|顺丰控股5月速运物流业务收入同比增长13.36%,康达新材拟收购中科华微不低于51%的股权,今日两只新股上市
Sou Hu Cai Jing· 2025-06-20 00:35
【隔夜行情】 •周四(2025年6月19日),A股三大指数集体下跌,截至收盘,截至收盘,沪指报3362.11点,跌 0.79%;深成指报10051.97点,跌1.21%;创指报2026.82点,跌1.36%。两市成交额约12506.38亿元,较 前一个交易日放量约595.5亿元。 信通电子,证券代码001388,发行价格16.42元/股,发行市盈率20.52倍;公司是一家以电力、通信等特 定行业为核心服务目标的工业物联网智能终端及系统解决方案提供商;主要产品包括输电线路智能巡检 系统、变电站智能辅控系统、移动智能终端等,其中输电线路智能巡检系统类产品收入占比最高,是其 主要收入来源。 【重要新闻】 【上海国智技术揭牌 新一代全市场资管服务平台在沪启动建设】6月19日,今日,上海国智技术有限公 司(简称"上海国智技术")在2025陆家嘴论坛上揭牌,上海市委常委、常务副市长吴伟出席活动并为公 司揭牌。交通银行行长张宝江、上海市政府副秘书长刘平出席仪式。上海国智技术由国泰海通、中国太 保、浦发银行、中保投资公司等市属金融机构、交通银行以及华锐技术、界面智通财经、阶跃星辰等金 融科技、信息服务、财经数据领军企业,共同 ...