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鹏鼎控股涨2.00%,成交额6.60亿元,主力资金净流入3567.89万元
Xin Lang Cai Jing· 2025-09-29 02:46
截至6月30日,鹏鼎控股股东户数6.15万,较上期增加30.88%;人均流通股37502股,较上期减少 23.59%。2025年1月-6月,鹏鼎控股实现营业收入163.75亿元,同比增长24.75%;归母净利润12.33亿 元,同比增长57.22%。 分红方面,鹏鼎控股A股上市后累计派现97.25亿元。近三年,累计派现50.97亿元。 机构持仓方面,截止2025年6月30日,鹏鼎控股十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股4780.62万股,相比上期减少84.71万股。兴全商业模式混合(LOF)A(163415)位居第五大 流通股东,持股2586.94万股,相比上期减少392.12万股。兴全合润混合A(163406)位居第六大流通股 东,持股2071.46万股,持股数量较上期不变。兴全新视野定期开放混合型发起式(001511)位居第七 大流通股东,持股1635.53万股,相比上期减少457.95万股。华泰柏瑞沪深300ETF(510300)位居第八 大流通股东,持股1242.76万股,相比上期增加99.35万股。易方达沪深300ETF(510310)位居第十大流 通股东,持股884.02 ...
瑞立科密将于9月30日深交所上市,募集资金19.04亿元
Ju Chao Zi Xun· 2025-09-29 02:31
2022年-2024年,公司实现营业收入132,556.88万元、176,046.39万元和197,737.23万元;归属于母公司股东的净利润分别为 9,696.47万元、23,593.14万元和26,911.82万元,经营业绩呈现一定波动。 目前,公司主营产品已覆盖一汽解放、中国重汽、东风集团、北汽福田、上汽红岩、陕汽集团、金龙客车、中通客车、中集车 辆、奇瑞、吉利、春风动力、钱江摩托等一众国内主流龙头整车企业,并出口欧美等国家和地区,直接参与国际市场竞争。 9月29日,广州瑞立科密汽车电子股份有限公司(以下简称"瑞立科密")公告称,将于9月30日在深圳证券交易所主板上市,股 票代码为001285。本次公开发行股票数量为4,504.45万股,发行价格为42.28元/股,募集资金总额达190,448.34万元,扣除发行费 用后,募集资金净额为175,597.95万元。 瑞立科密成立于2001年12月29日,是一家专注于机动车主动安全系统和铝合金精密压铸件的研发、生产和销售以及技术服务的 高新技术企业。公司位于广州经济技术开发区科学城南翔支路1号,拥有强大的研发实力和先进的生产技术,在汽车电子领域具 有显著的市 ...
睿创微纳跌2.09%,成交额1.01亿元,主力资金净流出835.37万元
Xin Lang Zheng Quan· 2025-09-29 01:58
9月29日,睿创微纳盘中下跌2.09%,截至09:54,报83.86元/股,成交1.01亿元,换手率0.26%,总市值 385.96亿元。 资金流向方面,主力资金净流出835.37万元,特大单买入648.59万元,占比6.41%,卖出1400.31万元, 占比13.84%;大单买入1286.00万元,占比12.71%,卖出1369.65万元,占比13.54%。 睿创微纳今年以来股价涨79.00%,近5个交易日涨2.90%,近20日涨9.38%,近60日涨24.35%。 资料显示,烟台睿创微纳技术股份有限公司位于中国(山东)自由贸易试验区烟台片区烟台开发区南昌大 街6号,成立日期2009年12月11日,上市日期2019年7月22日,公司主营业务涉及专用集成电路、MEMS 传感器及红外成像产品的设计与制造。主营业务收入构成为:红外热成像及光电业务94.48%,微波射 频业务2.94%,其他2.59%。 分红方面,睿创微纳A股上市后累计派现3.31亿元。近三年,累计派现1.99亿元。 机构持仓方面,截止2025年6月30日,睿创微纳十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股1316.61万股,相 ...
顺络电子:汽车电子业务是公司战略重点
Ju Chao Zi Xun· 2025-09-26 11:49
Group 1 - The core viewpoint is that automotive electronics have become a significant strategic direction for the company, with a comprehensive coverage in electric vehicle systems, battery management, and power control [1] - The company's automotive electronics products have extended into smart driving and smart cockpit areas, including various vehicle-specific transformers, power inductors, magnetic rings, and ceramic products [3] - Industry experts believe that as the global automotive industry accelerates its transition to electrification and intelligence, the automotive electronics market is continuously expanding, and the company is expected to support its performance growth through increased R&D investment and product line expansion [3]
德赛西威跌2.00%,成交额10.85亿元,主力资金净流出6285.21万元
Xin Lang Cai Jing· 2025-09-26 06:14
Core Viewpoint - Desay SV Automotive experienced a stock price decline of 2.00% on September 26, 2023, with a current price of 144.19 CNY per share and a market capitalization of 80.018 billion CNY [1] Financial Performance - For the first half of 2025, Desay SV reported a revenue of 14.644 billion CNY, representing a year-on-year growth of 25.25% [2] - The net profit attributable to shareholders for the same period was 1.223 billion CNY, showing a year-on-year increase of 45.82% [2] Stock and Shareholder Information - As of June 30, 2025, the number of shareholders increased by 20.92% to 59,000, while the average number of circulating shares per person decreased by 17.30% to 9,374 shares [2] - Since its A-share listing, Desay SV has distributed a total of 2.237 billion CNY in dividends, with 1.438 billion CNY distributed over the past three years [3] Market Activity - On September 26, 2023, the trading volume was 1.085 billion CNY, with a turnover rate of 1.34% [1] - The stock has seen a year-to-date increase of 32.39%, with a 7.38% rise over the last five trading days and a 41.89% increase over the last 60 days [1] Business Overview - Desay SV specializes in the research, design, production, and sales of automotive electronic products, with revenue composition as follows: 64.59% from smart cockpits, 28.32% from intelligent driving, and 7.09% from connected services and others [1] - The company is categorized under the software development industry, specifically in vertical application software, and is involved in sectors such as smart cockpits, sensors, millimeter-wave radar, and automotive electronics [1]
凤凰光学涨2.03%,成交额1.19亿元,主力资金净流入293.80万元
Xin Lang Cai Jing· 2025-09-26 03:14
Company Overview - Phoenix Optical is located in Shangrao City, Jiangxi Province, established on May 23, 1997, and listed on May 28, 1997. The company specializes in optical component processing and lithium battery cell processing [1] - The main business revenue composition includes: controllers 35.82%, optical components 34.24%, precision processing 25.56%, optical instruments 2.59%, and others 1.79% [1] Financial Performance - For the first half of 2025, Phoenix Optical achieved operating revenue of 741 million yuan, a year-on-year decrease of 6.00%. The net profit attributable to the parent company was 21.63 million yuan, a year-on-year increase of 281.67% [2] - Since its A-share listing, the company has distributed a total of 119 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 26, Phoenix Optical's stock price increased by 2.03%, reaching 24.59 yuan per share, with a total market capitalization of 6.924 billion yuan [1] - Year-to-date, the stock price has risen by 17.94%, with a 2.97% increase over the last five trading days, 5.54% over the last 20 days, and 18.51% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 13.75 million yuan on January 3 [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 23,800, a decrease of 4.35% from the previous period, with an average of 11,849 circulating shares per person, an increase of 4.55% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 3.2148 million shares, an increase of 1.6562 million shares from the previous period [3] Industry Context - Phoenix Optical belongs to the electronic industry, specifically in the optical optoelectronics sector, with concepts including automotive electronics, security, machine vision, optics, and Huawei concepts [2]
英唐智控跌2.08%,成交额1.68亿元,主力资金净流出1025.54万元
Xin Lang Cai Jing· 2025-09-26 02:07
资金流向方面,主力资金净流出1025.54万元,特大单买入930.57万元,占比5.53%,卖出1630.35万元, 占比9.69%;大单买入3991.45万元,占比23.72%,卖出4317.20万元,占比25.66%。 英唐智控今年以来股价涨45.38%,近5个交易日跌0.08%,近20日涨20.43%,近60日涨45.74%。 9月26日,英唐智控盘中下跌2.08%,截至09:53,报11.79元/股,成交1.68亿元,换手率1.35%,总市值 133.82亿元。 截至6月30日,英唐智控股东户数7.93万,较上期减少1.00%;人均流通股13144股,较上期增加1.01%。 2025年1月-6月,英唐智控实现营业收入26.39亿元,同比增长3.52%;归母净利润3073.58万元,同比减 少14.12%。 分红方面,英唐智控A股上市后累计派现2.79亿元。近三年,累计派现0.00元。 机构持仓方面,截止2025年6月30日,英唐智控十大流通股东中,香港中央结算有限公司位居第九大流 通股东,持股376.23万股,为新进股东。华夏创成长ETF(159967)退出十大流通股东之列。 责任编辑:小浪快报 资料 ...
中微半导净利增101%递表港交所 研发人员占49%月薪人均超3万
Chang Jiang Shang Bao· 2025-09-26 01:25
在科创板上市3年后,中微半导(688380.SH)向港交所主板发起"冲锋"。 9月24日晚间,中微半导公告显示,公司已于9月23日向香港联合交易所有限公司递交了发行H股股票并 在香港联交所主板挂牌上市的申请。 业绩方面,2025年上半年,中微半导实现营业收入5.04亿元,同比增长17.56%;净利润8646.96万元, 同比增长100.99%。 按照当前业绩增长趋势,中微半导2025年全年营业收入有望超过10亿元。 截至2025年上半年底,中微半导研发人员达211人,占公司总人数49.07%,研发人员总薪酬达3920.03万 元,人均薪酬18.58万元,月均超过3万元。 半年报中,中微半导介绍,上半年,公司8位MCU(微控制单元)的龙头地位进一步巩固,成为32位 MCU自主可控替代的重要供应商。 2025年营收有望超10亿 中微半导2022年8月在科创板上市,公司是中国领先的智能控制方案解决商,专注于数字和模拟芯片的 研发、设计与销售,为客户提供"MCU+驱动+底层算法"的一站式整体解决方案。 9月24日晚间,中微半导发布公告称,公司已于9月23日向香港联合交易所有限公司递交了发行H股股票 并在香港联交所主板 ...
顺络电子(002138) - 2025年9月24-25日投资者关系活动记录表
2025-09-26 01:18
Group 1: Order and Production Status - The company currently has a full order book, with the third quarter being a traditional peak season and maintaining a high capacity utilization rate [2] - AI server-related orders are robust, and the business is experiencing rapid growth [3] Group 2: AI Server Product Applications - The company focuses on small size, high precision, and high power density technology advantages for AI server applications, providing a complete set of product solutions from primary to tertiary power supplies [3] - The company customizes various supporting products for AI server applications based on its strong design capabilities and high reliability [3] Group 3: Automotive Electronics - Automotive electronics is a key strategic development area, with products covering electric drive systems, intelligent driving, and smart cockpit applications [4] - The product line includes various transformers, power inductors, and ceramic products, which have gained recognition from major industry clients [4] Group 4: Tantalum Capacitor Products - The company has developed a new series of tantalum capacitors suitable for communications, consumer electronics, data centers, and automotive electronics, meeting high-temperature and high-voltage stability requirements [4] - The tantalum capacitor products are expected to continue to grow positively in the future [4] Group 5: Gross Margin Performance - The company has maintained a competitive average gross margin since its listing, driven by continuous R&D investment and management innovation [5] - Increased orders and improved capacity utilization have significantly supported stable and high-quality gross margin levels [5] - The company is transitioning from a "product provider" to a "value creator," which is expected to keep gross margin levels stable [5] Group 6: Overseas Client Expansion - The company has established long-term cooperative relationships with major global clients and is actively expanding overseas markets in mobile communications, automotive electronics, and AI servers [5] Group 7: Capital Expenditure Planning - The company operates in a capital-intensive industry with ongoing expansion needs and high funding requirements [5] - R&D investment remains a priority, with a long-term growth trend in R&D spending [5] - Future capital expenditures will focus on industrial park infrastructure, with a slowdown expected as recent projects are completed [5]
众泰汽车跌2.05%,成交额5.77亿元,主力资金净流入1287.65万元
Xin Lang Cai Jing· 2025-09-25 05:23
Core Viewpoint - Zontai Automobile's stock has experienced fluctuations, with a year-to-date increase of 39.75% but a recent decline of 6.70% over the past five trading days [1] Group 1: Stock Performance - As of September 25, Zontai Automobile's stock price was 3.34 CNY per share, with a total market capitalization of 16.842 billion CNY [1] - The stock has seen a trading volume of 577 million CNY and a turnover rate of 3.36% [1] - Year-to-date, the stock has risen by 39.75%, with a 6.70% decline in the last five trading days, a 27.48% increase over the last 20 days, and a 59.81% increase over the last 60 days [1] Group 2: Financial Data - For the first half of 2025, Zontai Automobile reported a revenue of 280 million CNY, reflecting a year-on-year growth of 12.61%, while the net profit attributable to shareholders was -148 million CNY, an increase of 41.78% year-on-year [2] - The company has distributed a total of 86.82 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Zontai Automobile was 173,600, a decrease of 11.87% from the previous period [2] - The average number of circulating shares per shareholder increased by 14.37% to 28,975 shares [2] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 61.34 million shares as a new shareholder [3] Group 4: Business Overview - Zontai Automobile, established on August 31, 1998, and listed on June 16, 2000, is primarily engaged in the manufacturing and sales of automobiles and parts, motorcycle parts, and various other products [2] - The company's main business revenue composition includes 43.28% from transportation equipment manufacturing, 35.06% from door products, and 21.66% from other sources [2] - The company operates within the automotive industry, specifically in the automotive parts and electronic systems sector, and is involved in concepts such as new energy vehicles and the Belt and Road Initiative [2]