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【公告全知道】商业航天+芯片+信创+军工+数字经济!公司产品助力中国首次火星探测“天问一号”成功发射
财联社· 2025-12-29 15:59
《公告全知道》每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前 寻找到投资热点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+人工智能+芯片+信创+军工+数字经济!这家公司产品助力中国首次火星探测"天问一号"成功 发射;②商业航天+机器人+算力+航空发动机+云计算!这家公司与蓝箭航天合作累计订单额数千万,与 某航天卫星企业围绕算力与AI场景应用展开合作;③人形机器人+可控核聚变+第三代半导体!公司长期深 耕GaN在人形机器人关节电机驱动上的产业化应用。 前言 ...
千亿“芯”集群 澎湃新动能
Xin Hua Ri Bao· 2025-12-29 08:28
苏州城东,独墅湖畔,一场围绕微观世界的宏大产业叙事正澎湃展开。 作为中国改革开放的重要窗口,苏州工业园区将视野投向决定未来竞争高度的核心领域——半导体产 业,以近20年的精耕细作,构建起从设计、制造到封测、材料设备的完整产业链,成为我国半导体产业 资源集聚度最高、产业化程度最好的区域之一。 "还记得刚来的时候,这里还是一片芦苇荡,如今郁郁葱葱的产业森林已拔地而起。"苏州纳米科技发展 有限公司董事长张淑梅的感慨,将这片土地的起点与变迁娓娓道来。其发展脉络,清晰映射出中国在新 一代半导体领域从追赶到领跑的奋进征程。 时值初冬,苏州纳米城研发楼外暖阳轻抚,楼侧的洁净厂房则处于严格的恒温恒湿管控之下。实验区域 内,技术人员身着标准蓝色无尘服,通过隔离手套窗全神贯注地开展设备操作;扫描电镜下,芯片晶圆 表面的纳米级电路纹路清晰可辨,结构精密如微缩城区。这一幕幕,犹如庞大产业网络中的一个精密节 点,在无声中为苏州工业园区的半导体脉搏提供着动力。 2010年,园区在全国率先将纳米技术应用列为战略性新兴产业,而2013年正式投用的苏州纳米城,则从 此以十年如一日的恒心,肩负起平台搭建、生态培育的多重使命,将以第三代半导体为核 ...
中恒电气跌2.01%,成交额5.67亿元,主力资金净流出3895.09万元
Xin Lang Zheng Quan· 2025-12-29 06:36
12月29日,中恒电气(维权)盘中下跌2.01%,截至14:25,报26.38元/股,成交5.67亿元,换手率 3.81%,总市值148.67亿元。 资金流向方面,主力资金净流出3895.09万元,特大单买入2857.76万元,占比5.04%,卖出4109.15万 元,占比7.25%;大单买入8333.06万元,占比14.70%,卖出1.10亿元,占比19.37%。 中恒电气今年以来股价涨146.77%,近5个交易日涨7.02%,近20日涨11.21%,近60日跌10.79%。 今年以来中恒电气已经20次登上龙虎榜,最近一次登上龙虎榜为11月10日,当日龙虎榜净买入-2198.36 万元;买入总计1.51亿元 ,占总成交额比9.76%;卖出总计1.73亿元 ,占总成交额比11.17%。 资料显示,杭州中恒电气股份有限公司位于浙江省杭州市高新区之江科技工业园东信大道69号,成立日 期2001年7月11日,上市日期2010年3月5日,公司主营业务涉及高频开关电源系统的研发、生产、销售 和服务,主要产品为通信电源系统、电力操作电源系统。主营业务收入构成为:数据中心电源45.66%, 电力操作电源系统19.60%,通 ...
长飞光纤跌2.02%,成交额9.13亿元,主力资金净流出8598.60万元
Xin Lang Cai Jing· 2025-12-29 05:40
Core Viewpoint - Changfei Fiber's stock price has experienced significant fluctuations, with a year-to-date increase of 303.08% but a recent decline of 6.02% over the past five trading days [1] Company Overview - Changfei Fiber Optic Cable Co., Ltd. is located in Wuhan, Hubei Province, and was established on May 31, 1988, with its listing date on July 20, 2018 [2] - The company focuses on the telecommunications industry, specializing in the research, innovation, and manufacturing of optical fiber preforms, optical fibers, and cables, forming a complete industrial chain [2] - The revenue composition includes optical transmission products (60.25%), optical interconnection components (22.61%), and others (17.13%) [2] Financial Performance - For the period from January to September 2025, Changfei Fiber achieved an operating income of 10.275 billion yuan, representing a year-on-year growth of 18.18%, while the net profit attributable to shareholders decreased by 18.02% to 470 million yuan [2] - The company has distributed a total of 2.129 billion yuan in dividends since its A-share listing, with 943 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 112.91% to 48,200, with an average of 0 circulating shares per person [2] - Notable shareholders include Debon Xinxing Value A, which is the sixth largest shareholder with 3.7323 million shares, and Hong Kong Central Clearing Limited, which is the seventh largest shareholder with 3.1874 million shares, having decreased its holdings by 2.7622 million shares [3]
云南锗业涨2.01%,成交额4.65亿元,主力资金净流出112.59万元
Xin Lang Cai Jing· 2025-12-29 02:35
今年以来云南锗业已经3次登上龙虎榜,最近一次登上龙虎榜为11月7日,当日龙虎榜净买入-1.94亿 元;买入总计1.44亿元 ,占总成交额比8.87%;卖出总计3.38亿元 ,占总成交额比20.82%。 资料显示,云南临沧鑫圆锗业股份有限公司位于云南省昆明市呈贡新区马金铺电力装备园魁星街666 号,成立日期1998年8月19日,上市日期2010年6月8日,公司主营业务涉及锗矿开采、火法富集、湿法 提纯、区熔精炼、精深加工及研究开发,目前主要产品为区熔锗锭、红外级锗单晶(光学元件)及锗镜片。 公司主导产品的最终运用领域主要包括红外光学、太阳能电池等行业。主营业务收入构成为:材料级锗 产品29.26%,光伏级锗产品23.34%,光纤级锗产品21.98%,红外级锗产品12.45%,化合物半导体材料 10.54%,其他2.44%。 云南锗业所属申万行业为:有色金属-小金属-其他小金属。所属概念板块包括:第三代半导体、专精特 新、半导体、航天军工、芯片概念等。 12月29日,云南锗业盘中上涨2.01%,截至10:15,报31.49元/股,成交4.65亿元,换手率2.30%,总市值 205.67亿元。 资金流向方面,主力资 ...
立昂微跌2.01%,成交额9.47亿元,主力资金净流出8831.49万元
Xin Lang Cai Jing· 2025-12-26 05:44
Group 1 - The core viewpoint of the news is that Lianang Microelectronics has experienced significant stock price fluctuations and changes in shareholder structure, indicating both growth and challenges in its financial performance [1][2][3] Group 2 - As of December 26, Lianang Microelectronics' stock price decreased by 2.01% to 36.56 CNY per share, with a trading volume of 9.47 billion CNY and a market capitalization of 24.546 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.60%, with a 9.59% rise over the last five trading days and a 24.18% increase over the last 20 days [2] - Lianang Microelectronics' main business revenue composition includes 66.96% from semiconductor wafers, 25.09% from semiconductor power devices, and 7.12% from compound semiconductor RF and optoelectronic chips [2] - The company reported a revenue of 2.64 billion CNY for the period from January to September 2025, reflecting a year-on-year growth of 15.94%, while the net profit attributable to shareholders was -108 million CNY, a decrease of 98.67% year-on-year [2] - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders increased by 39.37% to 105,000, while the average circulating shares per person decreased by 28.25% to 6,394 shares [2]
华峰测控跌2.04%,成交额2.64亿元,主力资金净流出191.08万元
Xin Lang Zheng Quan· 2025-12-26 05:19
截至9月30日,华峰测控股东户数1.02万,较上期增加45.32%;人均流通股13295股,较上期减少 31.18%。2025年1月-9月,华峰测控实现营业收入9.39亿元,同比增长51.21%;归母净利润3.87亿元,同 比增长81.57%。 12月26日,华峰测控盘中下跌2.04%,截至13:10,报189.51元/股,成交2.64亿元,换手率1.02%,总市 值256.85亿元。 资金流向方面,主力资金净流出191.08万元,特大单买入1343.74万元,占比5.08%,卖出2365.92万元, 占比8.95%;大单买入7060.85万元,占比26.70%,卖出6229.75万元,占比23.56%。 华峰测控今年以来股价涨82.66%,近5个交易日涨10.82%,近20日涨11.28%,近60日跌9.52%。 资料显示,北京华峰测控技术股份有限公司位于北京市海淀区丰豪东路9号院5号楼1至5层101、102、 103,成立日期1993年2月1日,上市日期2020年2月18日,公司主营业务涉及半导体自动化测试系统的研 发、生产和销售。主营业务收入构成为:测试系统85.72%,配件13.86%,其他0.41% ...
云南锗业跌2.00%,成交额8.36亿元,主力资金净流出8921.87万元
Xin Lang Cai Jing· 2025-12-26 03:43
12月26日,云南锗业盘中下跌2.00%,截至11:19,报30.33元/股,成交8.36亿元,换手率4.16%,总市值 198.09亿元。 资金流向方面,主力资金净流出8921.87万元,特大单买入8383.00万元,占比10.03%,卖出1.33亿元, 占比15.94%;大单买入1.60亿元,占比19.09%,卖出1.99亿元,占比23.84%。 今年以来云南锗业已经3次登上龙虎榜,最近一次登上龙虎榜为11月7日,当日龙虎榜净买入-1.94亿 元;买入总计1.44亿元 ,占总成交额比8.87%;卖出总计3.38亿元 ,占总成交额比20.82%。 资料显示,云南临沧鑫圆锗业股份有限公司位于云南省昆明市呈贡新区马金铺电力装备园魁星街666 号,成立日期1998年8月19日,上市日期2010年6月8日,公司主营业务涉及锗矿开采、火法富集、湿法 提纯、区熔精炼、精深加工及研究开发,目前主要产品为区熔锗锭、红外级锗单晶(光学元件)及锗镜片。 公司主导产品的最终运用领域主要包括红外光学、太阳能电池等行业。主营业务收入构成为:材料级锗 产品29.26%,光伏级锗产品23.34%,光纤级锗产品21.98%,红外级锗产品1 ...
金信诺跌2.02%,成交额4.23亿元,主力资金净流出4258.37万元
Xin Lang Cai Jing· 2025-12-26 03:34
Core Viewpoint - The stock of Shenzhen Jinxinno Technology Co., Ltd. has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 35.22% [1] Group 1: Stock Performance - As of December 26, the stock price is 14.55 CNY per share, with a total market capitalization of 9.634 billion CNY [1] - The stock has seen a trading volume of 4.23 billion CNY and a turnover rate of 5.16% [1] - Year-to-date, the stock has increased by 35.22%, with a 5-day increase of 5.28% and a 20-day increase of 12.18%, while it has decreased by 6.19% over the past 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.875 billion CNY, representing a year-on-year growth of 17.89% [2] - The net profit attributable to shareholders for the same period was 7.8906 million CNY, reflecting a year-on-year increase of 41.58% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 69,400, up by 9.98% from the previous period [2] - The average circulating shares per person decreased by 9.07% to 8,046 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 14.6637 million shares, an increase of 11.9124 million shares from the previous period [3] Group 4: Business Overview - The company specializes in the research, production, and sales of signal interconnection products based on "deep coverage" and "reliable connection" [2] - The main business revenue composition includes communication components and connectors (50.73%), communication cables and optical fibers (41.19%), PCB series (7.07%), and others (0.57%) [2] - The company operates within the defense and military electronics sector, with involvement in third-generation semiconductors, aerospace military, commercial aerospace, high-speed connectors, and satellite internet [2]
天通股份涨2.00%,成交额5.11亿元,主力资金净流入1383.92万元
Xin Lang Cai Jing· 2025-12-26 02:10
资金流向方面,主力资金净流入1383.92万元,特大单买入3010.16万元,占比5.89%,卖出3954.64万 元,占比7.74%;大单买入1.24亿元,占比24.36%,卖出1.01亿元,占比19.81%。 天通股份所属申万行业为:电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括:5G、第三代半导 体、柔性电子、军工电子、航天军工等。 截至9月30日,天通股份股东户数12.81万,较上期增加43.58%;人均流通股9630股,较上期减少 30.35%。2025年1月-9月,天通股份实现营业收入24.59亿元,同比减少3.96%;归母净利润5731.76万 元,同比减少53.85%。 分红方面,天通股份A股上市后累计派现6.23亿元。近三年,累计派现1.86亿元。 机构持仓方面,截止2025年9月30日,天通股份十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股1703.78万股,相比上期增加644.38万股。南方中证1000ETF(512100)位居第六大流通股 东,持股1127.85万股,相比上期减少11.37万股。华夏中证1000ETF(159845)位居第九大流通股东, 持股670. ...