第三代半导体
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中超控股涨2.00%,成交额3.70亿元,主力资金净流出1095.84万元
Xin Lang Cai Jing· 2025-12-24 02:19
截至12月10日,中超控股股东户数15.60万,较上期增加10.04%;人均流通股8578股,较上期减少 9.13%。2025年1月-9月,中超控股实现营业收入38.46亿元,同比减少2.21%;归母净利润-2498.23万 元,同比减少266.40%。 分红方面,中超控股A股上市后累计派现3.05亿元。近三年,累计派现4243.90万元。 今年以来中超控股已经22次登上龙虎榜,最近一次登上龙虎榜为12月17日,当日龙虎榜净买入-706.69 万元;买入总计2.26亿元 ,占总成交额比10.77%;卖出总计2.33亿元 ,占总成交额比11.11%。 资料显示,江苏中超控股股份有限公司位于江苏省宜兴市西郊工业园振丰东路999号,成立日期1996年8 月5日,上市日期2010年9月10日,公司主营业务涉及电线电缆的研发、生产、销售和服务。主营业务收 入构成为:电力电缆84.45%,电气装备用电线电缆10.16%,金属材料2.23%,裸电线1.49%,其他业务 0.91%,电缆材料0.44%,电缆接头0.32%。 中超控股所属申万行业为:电力设备-电网设备-线缆部件及其他。所属概念板块包括:商业航天(航天 航空)、 ...
12英寸碳化硅外延晶片在厦首发
Xin Lang Cai Jing· 2025-12-23 23:14
第三代半导体碳化硅比第一代硅半导体拥有更优的高频、高压、高温能力,能够实现系统更低的能耗、 更小的体积和重量,被广泛应用于新能源汽车、光伏发电、AI电源、轨道交通、智能电网及航空航天 等领域。相较于当前主流的150mm(6英寸)碳化硅外延晶片,以及尚处产业化推进阶段的200mm(8 英寸)晶片,300mm(12英寸)晶片凭借直径的显著扩容,在相同生产工序下,单片可承载的芯片 (器件)数量实现大幅提升——较6英寸晶片提升至4.4倍,较8英寸晶片提升至2.3倍。 据悉,瀚天天成是中国首家实现商业化3英寸、4英寸、6英寸碳化硅外延晶片批量供应的生产商。根据 灼识咨询研报,公司2023年已成为全球最大规模的碳化硅外延晶片供应商,2024年全球市场份额超 31%。 本报讯 (记者 廖丽萍) 近日,厦门火炬高新区企业瀚天天成依托研发团队的自主技术攻坚,成功开发 出全球首款12英寸高质量碳化硅外延晶片。这一突破不仅能显著提高下游功率器件的生产效率,更将大 幅降低碳化硅芯片的单位制造成本,为碳化硅产业规模化、低成本应用奠定关键基础。 目前,瀚天天成已启动12英寸碳化硅外延晶片的批量供应筹备工作。产品在关键性能指标上表现优异: ...
捷捷微电:公司拥有氮化镓和碳化硅相关发明专利5件和实用新型专利6件
Zheng Quan Ri Bao Zhi Sheng· 2025-12-23 11:17
证券日报网讯 12月23日,捷捷微电在互动平台回答投资者提问时表示,公司与中国科学院微电子研究 所、西安电子科大合作研发以SiC、GaN为代表第三代半导体材料的半导体器件,截至目前,公司拥有 氮化镓和碳化硅相关发明专利5件和实用新型专利6件,此外,公司还有8个发明专利尚在申请受理中。 公司目前有少量碳化硅器件的封测,该系列产品仍在持续研究推进过程中,尚未进入量产阶段。 (编辑 袁冠琳) ...
光智科技涨2.01%,成交额1.36亿元,主力资金净流出170.90万元
Xin Lang Cai Jing· 2025-12-23 06:27
光智科技所属申万行业为:电子-光学光电子-光学元件。所属概念板块包括:航天军工、军民融合、第 三代半导体、核污染防治、无人机等。 截至12月19日,光智科技股东户数2.10万,较上期增加5.00%;人均流通股6531股,较上期减少4.76%。 2025年1月-9月,光智科技实现营业收入14.43亿元,同比增长51.11%;归母净利润-899.40万元,同比增 长64.46%。 分红方面,光智科技A股上市后累计派现993.71万元。近三年,累计派现0.00元。 机构持仓方面,截止2025年9月30日,光智科技十大流通股东中,香港中央结算有限公司位居第八大流 通股东,持股85.25万股,为新进股东。 责任编辑:小浪快报 12月23日,光智科技盘中上涨2.01%,截至13:51,报45.73元/股,成交1.36亿元,换手率2.20%,总市值 62.96亿元。 资金流向方面,主力资金净流出170.90万元,特大单买入598.05万元,占比4.39%,卖出659.44万元,占 比4.84%;大单买入2972.67万元,占比21.80%,卖出3082.19万元,占比22.60%。 光智科技今年以来股价跌16.37%,近5 ...
中恒电气涨2.15%,成交额4.52亿元,主力资金净流入3468.42万元
Xin Lang Cai Jing· 2025-12-23 05:54
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%,通信电源系统19.22%,软件开发、销售及服务11.47%,其他2.87%,电力管 理服务及工程收入(服务收入)1.17%。 12月23日,中恒电气(维权)盘中上涨2.15%,截至13:25,报25.18元/股,成交4.52亿元,换手率 3.26%,总市值141.91亿元。 资金流向方面,主力资金净流入3468.42万元,特大单买入3128.14万元,占比6.92%,卖出1124.15万 元,占比2.49%;大单买入9415.11万元,占比20.84%,卖出7950.69万元,占比 ...
麦格米特跌2.03%,成交额5.39亿元,主力资金净流出4023.97万元
Xin Lang Cai Jing· 2025-12-23 02:24
Group 1: Company Overview - Megmeet Electric Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 29, 2003, with its listing date on March 6, 2017 [2] - The company's main business involves the research, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [2] - The revenue composition of Megmeet includes: smart home appliance control products (45.92%), power supply products (24.77%), new energy and rail transit components (10.87%), industrial automation (8.32%), smart equipment (5.09%), precision connections (4.37%), and others (0.66%) [2] Group 2: Financial Performance - As of December 10, 2025, Megmeet reported a total of 67.91 billion yuan in revenue for the period from January to September, representing a year-on-year growth of 15.05% [2] - The net profit attributable to the parent company for the same period was 2.13 billion yuan, showing a year-on-year decrease of 48.29% [2] - Since its A-share listing, Megmeet has distributed a total of 4.68 billion yuan in dividends, with 1.61 billion yuan distributed over the past three years [3] Group 3: Stock Performance and Market Activity - On December 23, Megmeet's stock price decreased by 2.03%, trading at 84.55 yuan per share, with a total market capitalization of 465.09 billion yuan [1] - The stock has increased by 37.68% year-to-date, with a 10.52% increase over the last five trading days and an 18.38% increase over the last 20 days [1] - Megmeet has appeared on the "龙虎榜" (a stock trading list) eight times this year, with the most recent appearance on November 6, where it recorded a net purchase of 5.12 billion yuan [1]
清溢光电涨2.02%,成交额2378.46万元,主力资金净流入77.49万元
Xin Lang Cai Jing· 2025-12-23 01:50
Core Viewpoint - Qingyi Optoelectronics has shown a positive stock performance with a year-to-date increase of 26.85% and a recent uptick of 2.02% in stock price, indicating strong market interest and potential growth in the semiconductor materials sector [1][2]. Company Overview - Qingyi Optoelectronics, established on August 25, 1997, and listed on November 20, 2019, specializes in the research, design, production, and sales of photomasks, with a revenue composition of 93.16% from quartz photomasks and 6.04% from soda photomasks [1][2]. - The company operates within the electronic industry, specifically in the semiconductor materials sector, and is involved in various concept sectors including third-generation semiconductors and flexible electronics [2]. Financial Performance - For the period from January to September 2025, Qingyi Optoelectronics reported a revenue of 928 million yuan, reflecting a year-on-year growth of 12.28%, and a net profit attributable to shareholders of 144 million yuan, which is a 19.33% increase compared to the previous year [2]. - The company has distributed a total of 217 million yuan in dividends since its A-share listing, with 156 million yuan distributed over the last three years [3]. Shareholder Information - As of December 19, 2025, the number of shareholders for Qingyi Optoelectronics is 11,400, a decrease of 10.37% from the previous period, while the average number of circulating shares per shareholder has increased by 31.65% to 27,669 shares [2]. - Notable changes in institutional holdings include an increase in shares held by Hong Kong Central Clearing Limited and new entries from two funds, indicating growing institutional interest [3].
【公告全知道】商业航天+存储芯片+无人驾驶+第三代半导体+CPO!公司芯片产品已应用于低轨卫星千帆星座等
财联社· 2025-12-21 15:34
Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - The company is involved in commercial aerospace, storage chips, autonomous driving, third-generation semiconductors, and CPO, with its chip products already applied in low-orbit satellite constellations [1] - Another company focuses on controllable nuclear fusion, commercial aerospace, satellite navigation, military industry, and nuclear power, with successful applications in manned space engineering (Tianhe core module of the space station) and orders in the nuclear fission power plant sector [1] - The company is also engaged in autonomous driving and drones, supplying humanoid robot joint modules [1]
黄河旋风:重点开展以金刚石应用为主的第三代半导体产业研究
Zheng Quan Ri Bao Wang· 2025-12-19 15:17
证券日报网讯 12月19日,黄河旋风(600172)在互动平台回答投资者提问时表示,公司将继续围绕主 业做大做强,积极扩大产能,并开展金刚石材料在半导体、纳米材料、功能材料等应用领域的研发。紧 紧围绕市场,立足超硬材料主业,在充分发挥公司规模、技术等优势的基础上,重点在培育钻石、人造 金刚石磨料精密分级分选技术研发、金刚石高端应用技术开发方面突破;健全碳系材料行业生产链条, 重点开展以金刚石应用为主的第三代半导体产业研究,拓宽公司碳系材料产品在通讯、医疗、光电材 料、半导体等方面应用。 ...
调研速递|中瓷电子接待国泰海通证券等23家机构 光模块陶瓷产品订单饱满 CPO基板三年量产可期(价值量亿元级)
Xin Lang Cai Jing· 2025-12-19 10:18
调研基本情况 针对3.2T光模块配套产品,公司表示已形成成熟配套方案,可满足国内外用户在功率器件、数据中心、 智算等AI领域的需求,并正根据客户需求推进相关产品研发,以进一步提升市场占有率。 CPO领域布局:陶瓷基板研发推进 三年量产可期(价值量亿元级) 河北中瓷电子科技股份有限公司(以下简称"中瓷电子")于2025年12月19日开展特定对象调研活动,接 待了包括国泰海通证券、新华基金、兴业证券、国金基金、南土资产、众安保险等在内的23家机构投资 者。调研地点位于河北省石家庄市鹿泉经济开发区昌盛大街21号,公司常务副总经理(代总经理)梁向 阳、副总经理兼财务总监及董事会秘书董惠、博威公司总经理助理崔健、国联万众公司市场部经理王永 维参与接待并就公司核心业务进展进行交流。 核心业务进展解读 光模块陶瓷业务:订单充足产能高企 扩产保障交付 作为国内外光模块厂商核心陶瓷产品(陶瓷外壳&基板)供应商,中瓷电子当前在手订单充足,产能利 用率维持高位。公司通过持续提升成品率释放产能,预计相关产品2026年将进入持续放量阶段。为应对 市场需求,公司已启动扩产计划,全力保障订单交付。 在CPO(共封装光学)领域,中瓷电子透露 ...