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汇成股份涨6.56%,成交额12.99亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-15 08:08
12月15日,汇成股份涨6.56%,成交额12.99亿元,换手率8.94%,总市值146.28亿元。 异动分析 存储芯片+先进封装+芯片概念+人民币贬值受益+专精特新 1、2025年10月14日公司,合肥新汇成微电子股份有限公司举办特定对象调研活动,向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局:公司通过直接与间接投资相结合,拿下合肥鑫丰科技有 限公司(简称 "鑫丰科技")27.5445% 股权,并与鑫丰科技股东华东科技(苏州)有限公司(简称 "华 东科技")达成战略合作,共同拓展 3D DRAM 等存储芯片封测业务,瞄准 AI 基建时代下存储芯片的爆 发式需求。 来源:新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入1873.96万1548.33万488.65万1.35亿6856.45万 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额1.17亿,占总成交额的6.07%。 技术面:筹码平均交易成本为15.74元 2、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 ...
春立医疗涨1.05%,成交额3236.17万元,近3日主力净流入-271.29万
Xin Lang Cai Jing· 2025-12-15 08:07
来源:新浪证券-红岸工作室 12月15日,春立医疗涨1.05%,成交额3236.17万元,换手率0.47%,总市值91.86亿元。 异动分析 医疗器械概念+智能医疗+牙科医疗+专精特新+京津冀一体化 今日主力净流入-77.53万,占比0.02%,行业排名85/132,连续2日被主力资金减仓;所属行业主力净流 入95.76万,连续2日被主力资金增仓。 区间今日近3日近5日近10日近20日主力净流入-77.53万-271.29万-506.40万-1128.50万-2068.68万 2、2024年10月9日互动易:我公司是一家专注于骨科医疗器械领域的高新技术企业,产品涵盖关节类、 脊柱类、运动医学类、创伤类等全系列骨科产品。同时公司已经取得了髋关节手术机器人、膝关节手术 机器人等产品的注册证,以及手术规划的"医学图像处理软件"。这些产品和软件的开发表明公司在智能 医疗等领域进行的布局和研发投入。 3、国内领先的骨科医疗器械厂商,春立医疗主营业务系植入性骨科医疗器械的研发、生产与销售,包 括口腔金属和隐形正畸 口腔种植和修复。 公司拟设计多孔钽定制个体化牙种植体产品并完成生产转 换, 目前处于设计送检阶段。 4、专精 ...
星球石墨涨0.65%,成交额914.77万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-15 08:00
Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is a leading supplier of graphite chemical equipment and has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise in China, indicating its strong market position and technological capabilities [2][3]. Group 1: Company Overview - The company specializes in the research, production, sales, and maintenance of graphite equipment, with main products including graphite synthesis furnaces and graphite heat exchangers [2]. - As of September 30, 2025, the company reported a revenue of 498 million yuan, representing a year-on-year growth of 10.69%, while the net profit attributable to shareholders decreased by 17.76% to 80.8 million yuan [7]. - The company has a total market capitalization of 3.324 billion yuan and a trading volume of 9.1477 million yuan on December 15, 2023 [1]. Group 2: Recent Developments - The company signed a sales contract with Adani Group's subsidiary Mundra for graphite equipment related to a 1 million ton green PVC project, with a total contract value of approximately 29.99 million yuan [2]. - The company successfully ignited a graphite synthesis furnace for a project in Vietnam, indicating its ongoing international market expansion efforts [2]. Group 3: Industry Position - The designation of "specialized, refined, distinctive, and innovative" small giant enterprises is a prestigious recognition in China, highlighting the company's focus on niche markets, strong innovation capabilities, and high market share [3]. - The company is positioned within the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery, and is involved in various concept sectors including energy conservation and the Belt and Road Initiative [7].
海泰新光涨1.35%,成交额5588.48万元,今日主力净流入60.14万
Xin Lang Cai Jing· 2025-12-15 07:53
Core Viewpoint - The company, Qindao Haitai New Light Technology Co., Ltd., is experiencing growth in its medical device sector, particularly in endoscopic instruments, benefiting from the depreciation of the RMB and its recognition as a "specialized, refined, distinctive, and innovative" enterprise [2][3]. Group 1: Company Performance - The company reported a revenue of 448 million yuan for the period from January to September 2025, representing a year-on-year growth of 40.47% [7]. - The net profit attributable to the parent company for the same period was 136 million yuan, showing a year-on-year increase of 40.03% [7]. - The company's main business revenue composition includes 64.86% from medical endoscopic instruments, 21.63% from optical products, 13.09% from maintenance services, and 0.42% from leasing [7]. Group 2: Market Position and Recognition - The company has a vertical integration capability in the medical device industry, being one of the few in China that can integrate core components, key equipment, and system integration [2]. - It has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and innovation [3]. Group 3: Financial Metrics and Shareholder Information - As of September 30, 2025, the company had a total market capitalization of 5.381 billion yuan, with a trading volume of 55.8848 million yuan on December 15, 2025 [1]. - The average trading cost of the company's shares is 46.50 yuan, with the current stock price near a support level of 44.54 yuan [6]. - The company has distributed a total of 277 million yuan in dividends since its A-share listing, with 207 million yuan distributed over the past three years [8].
快讯 | 申万宏源承销保荐助力高新技术企业——舜富精密在新三板成功挂牌
申万宏源证券上海北京西路营业部· 2025-12-15 02:16
来源:申万宏源承销保荐 2025年12月9日,安徽舜富精密科技股份有限公司(证券简称:舜富精密,证券代码: 875009)在全国中小企业股份转让系统挂牌,申万宏源承销保荐作为舜富精密的主办券商, 助力客户顺利在新三板挂牌。 安徽舜富精密科技股份有限公司成立于2009年,主要从事汽车、储能、通信及照明领域铝合金精 密压铸件的研发、生产和销售。公司聚焦智能制造,精益求精,不断增强自主研发与创新能力,是国 家级专精特新"小巨人"企业、国家高新技术企业。 舜富精密本次顺利在新三板完成挂牌,标志着其资本运作进入新阶段,也体现了申万宏源承销保 荐对专精特新"小巨人"企业的精准布局和对实体经济的坚定支持。在挂牌过程中,申万宏源承销保荐 团队紧扣国家创新驱动发展战略,协助公司完成项目申报及挂牌工作,为舜富精密后续的产业链升级 和储能压铸件等系列产品布局提供了坚实的保障。 ...
全球最大超导磁体独立供应商今日申购
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-14 23:11
12月15日,可申购科创板的健信超导(688805.SH)。该公司成立于2013年12月11日,主要从事医用磁共 振成像(MRI)设备核心部件的研发、生产和销售,主要产品包括超导磁体、永磁体和梯度线圈,这三大 类部件占MRI设备核心部件成本的比例在50%左右。 打新早知道 公司是全球最大的超导磁体独立供应商 注:机构报价为剔除无效报价和最高报价后,公募基金、社保基金、养老金、年金基金、保险资金和合格境外投 资者的报价中位数。 据招股书介绍,健信超导是国内最早规模化生产高场强超导磁体的厂商之一,并作为独立供应商保障了 国产磁共振产业的核心部件批量供应,有力推动了MRI设备国产化率提升。 目前,健信超导已形成包括1.5T零挥发超导磁体、1.5T无液氦超导磁体、3.0T零挥发超导磁体和开放式 零挥发超导磁体在内的丰富产品矩阵,成为全球磁共振行业内排名第一的超导磁体独立供应商。 同时,作为全球领先的专业磁共振核心部件供应商,健信超导已与国内外知名MRI设备厂商如日本富士 胶片集团、美国GE医疗、意大利百胜医疗、万东医疗(600055)、深圳安科、联影医疗、福晴医疗等 建立了紧密的合作关系,并通过海外子公司布局及运输过 ...
全球最大超导磁体独立供应商今日申购丨打新早知道
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-14 23:02
12月15日,可申购科创板的健信超导(688805.SH)。该公司成立于2013年12月11日,主要从事医用磁 共振成像(MRI)设备核心部件的研发、生产和销售,主要产品包括超导磁体、永磁体和梯度线圈,这 三大类部件占MRI设备核心部件成本的比例在50%左右。 打新早知道 Est Un Descrip | 今日申购 | | | | | --- | --- | --- | --- | | 688805.SH 健信超导 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 18.58 | 18.89 | 23.37 | 医疗仪器设备及器 | | | | | 械制造 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | 61.97 | 31.79 | 联影医疗 | 61.96 亏损 | | | | 展光图疗 | | | | | 奕瑞科技 | 38.94 | | 业绩情况 | | | | 50% 5.0 4.5 40% 4.0 3.5 30% 3.0 20% 2.5 2.0 10% 1.5 1.0 0% 0.5 -10% 0.0 2022年 ...
科强股份:特种橡胶“小部件”筑牢产业安全“大根基”
Zheng Quan Ri Bao· 2025-12-14 15:49
本报记者 曹卫新 在北交所的价值生态中,有这么一家国家级专精特新"小巨人"企业,不困于传统领域的固有认知,以技术深耕打破边界, 用匠心打磨筑牢根基,成为多个细分领域产业链关键环节的"隐形守护者"。它就是江苏省江阴市首家北交所上市公司江苏科强 新材料股份有限公司(以下简称"科强股份")。 从2001年以防静电台垫起步,靠自筹资金与二手设备打开市场,到如今成为轨道交通列车风挡棚布、光伏组件层压机用硅 胶板等特种高性能橡胶制品的核心供应商,科强股份走过的是一条典型的中国"专精特新"成长之路:没有盲目追逐热门赛道, 而是扎根特种橡胶细分领域,在市场需求牵引下迭代产品;在自主研发突破下稳步前行,最终凭借解决高端领域密封、缓冲 等"卡脖子"需求的硬实力,不仅拿下轨道交通、光伏等领域的高市场份额,更在国际市场站稳脚跟、赢得话语权。 由《证券日报》与北京证券交易所联合策划的"2025北交所万里行"全媒体系列调研活动持续推进。本期,我们走进科强股 份的研发与生产一线,探寻这家从传统产业土壤中生长起来的专精特新企业的技术积累与未来发展之路。 坚守"差异化" 在江阴市时山路的科强股份核心生产基地,一条条精密生产线正开足马力高速运转 ...
德同兴电子启动北交所上市辅导
Ju Chao Zi Xun· 2025-12-14 14:41
Core Viewpoint - Shenzhen Detongxing Electronics Co., Ltd. has initiated the process for public stock issuance to unspecified qualified investors and plans to list on the Beijing Stock Exchange, marking its entry into the capital market after nearly two decades in the wire and harness industry [1][2] Group 1: Company Overview - Detongxing Electronics was established in 2006 and focuses on the research, production, and sales of various wire and harness products [1] - The company offers a diverse product line that includes automotive wiring harnesses, computer peripheral connection cables, communication cables, network cables, and high-performance audio and video transmission cables such as HDMI, VGA, DVI, and coaxial cables [1] - Detongxing Electronics has developed a strong competitive advantage in niche markets through its deep technical expertise and flexible customization capabilities, providing one-stop customized solutions from design to manufacturing [1] Group 2: Shareholding Structure - The shareholding structure of Detongxing Electronics is clear and stable, with Shenzhen Junlitong Technology Co., Ltd. as the controlling shareholder, holding 50.44% of the shares, which allows for efficient decision-making and long-term strategic implementation [1] Group 3: Market Strategy - The decision to list on the Beijing Stock Exchange is a strategic move for Detongxing Electronics to leverage the opportunities presented by the development of a multi-tiered capital market in China, particularly in support of "specialized, refined, unique, and innovative" small and medium-sized enterprises [2] - The listing path and institutional arrangements of the Beijing Stock Exchange are well-suited to the current development stage and financing needs of Detongxing Electronics [2]
成都上市公司,即将+1!
Sou Hu Cai Jing· 2025-12-14 02:00
Group 1 - The core point of the article is that Chengdu Hongming Electronics Co., Ltd. has received approval for its IPO on the ChiNext board and is set to enter the issuance and listing phase [1][9] - Hongming Electronics is a leader in the domestic electronic components industry and has been involved in key national R&D plans during the 13th and 14th Five-Year Plans, receiving multiple national science and technology progress awards [1][7] - The company has a history dating back to 1958 and has continuously been recognized as one of the top 100 electronic component enterprises in China for over 30 years [7][9] Group 2 - In 2024, Hongming Electronics achieved an operating income of 2.494 billion yuan and a net profit of 252 million yuan after deducting non-recurring gains and losses [9] - The company plans to raise approximately 1.95 billion yuan through its IPO, with funds primarily allocated for the industrialization of high-energy pulse capacitors [9] - Chengdu has seen a total of 6 new listed or approved companies this year, with a total of 153 listed companies in the city, ranking first in the central and western regions [4][10]