专精特新
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佳力图跌2.03%,成交额4411.24万元,主力资金净流入115.95万元
Xin Lang Cai Jing· 2026-01-15 02:51
分红方面,佳力图A股上市后累计派现3.80亿元。近三年,累计派现1.25亿元。 佳力图所属申万行业为:机械设备-通用设备-制冷空调设备。所属概念板块包括:5G、液冷概念、数字 能源、IDC概念(数据中心)、专精特新等。 截至9月30日,佳力图股东户数4.49万,较上期减少9.74%;人均流通股12064股,较上期增加10.79%。 2025年1月-9月,佳力图实现营业收入4.83亿元,同比增长6.32%;归母净利润-4373.72万元,同比减少 458.34%。 1月15日,佳力图盘中下跌2.03%,截至10:08,报8.70元/股,成交4411.24万元,换手率0.92%,总市值 47.14亿元。 资金流向方面,主力资金净流入115.95万元,大单买入624.09万元,占比14.15%,卖出508.14万元,占 比11.52%。 佳力图今年以来股价涨1.52%,近5个交易日涨0.00%,近20日涨9.02%,近60日跌2.68%。 资料显示,南京佳力图机房环境技术股份有限公司位于江苏省南京市江宁经济技术开发区苏源大道88 号,成立日期2003年8月26日,上市日期2017年11月1日,公司主营业务涉及数据中 ...
ETF周度配置指南2026.1.5~1.9
申万宏源证券上海北京西路营业部· 2026-01-15 02:48
Market Overview - The market has seen a rise in both volume and price, successfully crossing a key psychological threshold, leading to an optimistic outlook for the future, with potential pullbacks seen as opportunities to increase positions [1] - Economic growth is expected to remain robust through 2026, with inflation expectations stabilizing and concerns about deflation diminishing, creating a favorable environment for A-shares [1] - The market structure is anticipated to become more balanced, with active short-term capital and a broadening of market themes, enhancing the potential for profit [1] Weekly Stock Market Performance - The A-share market experienced a comprehensive increase, with the CSI 500 and National CSI 2000 indices showing the largest weekly gains [6] - The CSI 500 index rose by 7.92% over the week, while the National CSI 2000 index increased by 7.21% [7] Industry Performance - In terms of industry performance, the comprehensive, defense, and media sectors stood out with weekly increases of 14.55%, 13.63%, and 13.11% respectively [9] - The healthcare sector is also highlighted, with recent developments in medical supplies and devices, as well as innovative drugs, contributing to positive market sentiment [12] ETF Analysis - The CSI 2000 index is characterized by a focus on small to mid-cap stocks, particularly in cyclical industries, indicating a strong trend within the broad market [12] - The healthcare index shows a price-to-book (PB) ratio of 3.68, placing it at the 14.71% historical percentile, while the medical device index has a PB of 3.13, at the 11.18% historical percentile [12] - The gaming sector is expected to benefit from seasonal demand during the upcoming Chinese New Year, with AI potentially introducing new gameplay experiences [12]
支持专精特新企业打造“绝活”
Jing Ji Ri Bao· 2026-01-14 22:10
Core Viewpoint - The development of specialized, refined, distinctive, and innovative (referred to as "专精特新") small and medium-sized enterprises (SMEs) is gaining attention as a significant force for innovation, employment promotion, and improvement of people's livelihoods in China [1] Group 1: Development of Specialized SMEs - Specialized SMEs are defined as innovative small enterprises focusing on niche markets with unique professional technologies [1] - By the end of 2025, China aims to cultivate over 600,000 technology and innovation-oriented SMEs, with more than 140,000 specialized SMEs and over 17,600 national-level "little giant" enterprises [1] - Specialized "little giant" enterprises account for over 3.5% of the national industrial SMEs, with revenue and profit shares exceeding 9.6% and 13.7% respectively, highlighting their role as key drivers of high-quality development [1] Group 2: Challenges and Solutions - Current challenges for SMEs include weak independent innovation capabilities, insufficient integration of technological and industrial innovation, and inadequate ecological environment optimization [2] - Emphasis on strengthening the role of enterprises as innovation subjects, with a focus on core technological innovation to enhance the continuous drive for quality improvement [2] - Support for specialized SMEs to focus on their main business, accelerate intelligent, green, and integrated development, and enhance their innovation capabilities and core competitiveness [2] Group 3: Enhancing Industrial Chain Collaboration - Promotion of industrial chain strengthening, supplementing, and extending, encouraging leading enterprises to share innovation resources and application scenarios with specialized SMEs [3] - Support for the clustering of SMEs to enhance collaboration across the industrial chain, facilitating technology breakthroughs and application of results [3] - Integration of innovation resources across the innovation chain, industrial chain, capital chain, and talent chain to build a modern industrial system centered on advanced manufacturing [3] Group 4: Optimizing the Business Environment - Establishment of a comprehensive service network for SMEs at national, provincial, municipal, and county levels to streamline policy implementation and improve service accessibility [3] - Development of overseas service systems for SMEs to enhance international cooperation, financing, and compliance management [3] - Strengthening financial support through tailored service plans and promoting patient capital to invest in early-stage, small, and hard technology ventures [3]
专精特新成为产业升级“主引擎”
Xin Lang Cai Jing· 2026-01-14 20:46
同时,该区以"绿色赋能"为导向,加速传统产业升级、新兴产业壮大、未来产业布局,通过高频组织产 业链对接、产融合作、产学研协同等活动,既帮企业拓市场、增订单,更助其补短板、强创新。丰硕成 果在 2025 年自治区专精特新中小企业名单中彰显:28 户企业上榜,长安永磁电机成功斩获专精特 新"小巨人"称号,成为今年包头唯一获此殊荣的企业。 □本报记者 刘向平 通讯员 贾婷婷 截至目前,稀土高新区累计培育自治区级专精特新中小企业85户,占包头市总量45%、自治区总量 10.51%;国家专精特新"小巨人"企业8户,占包头市总量66.7%、自治区总量29.6%。一批"专精特新"企 业正成为行业创新 "先锋队"与产业升级"主引擎",为包头两个稀土基地建设注入强劲动能。 (来源:内蒙古日报) 企业发展遇瓶颈,园区服务精准达。包头利晨科技转型高端光学领域关键期,高新区工信部门提供"定 制化帮扶",从政策解读、项目申报到融资破解全程跟进,助力企业成功获评2025年专精特新中小企 业。这家2018年成立的企业,始终以创新为核心竞争力,15%以上员工投身研发,每年5%—8%营收反 哺技术攻关,在三大核心领域筑起技术壁垒,去年营收预计 ...
兵团精准赋能培育“专精特新”企业集群
Xin Lang Cai Jing· 2026-01-14 18:39
"专精特新"企业是推进新型工业化、发展新质生产力的重要力量。近年来,兵团大力实施"四大工程", 强化创新、数字、人才赋能,推动"专精特新"企业集聚发展、串链成群。截至目前,兵团已累计培育国 家级专精特新"小巨人"企业15家、兵团级"专精特新"中小企业233家,其中5家获中央财政奖补支持。 兵团工信局深入开展"一企一策"服务,通过政策宣讲、现场办公等方式精准对接企业需求,以特色服务 激发企业内生动力;同步推进技改试点与数字化赋能,引导企业进行智能化转型。2025年,兵团围绕新 材料、绿色化工等重点领域,支持企业牵头实施科技攻关项目89项,带动企业投入研发资金5.38亿元。 本报乌鲁木齐讯(全媒体记者 陈琼) 1月12日,在淖毛湖经济技术开发区新疆宣力环保能源股份有限公 司中央控制室内,工作人员通过数十块电子显示屏对生产全流程进行实时监控。这家深耕"煤—电—油 —气—化"全产业链的企业,近日成功入选国家级专精特新"小巨人"企业名单。 在人才支撑方面,兵团工信局、人社局联合出台专项方案,在各园区、新疆自贸试验区兵团区块等设立 职称申报服务点,并组建民企评审委员会,2025年共有662名民营企业人才获得职称晋升。兵团 ...
深耕高炉耐火材料细分赛道专精特新“小巨人”:瑞尔竞达北交所过会 | A股融资快报
Quan Jing Wang· 2026-01-14 11:59
Core Viewpoint - Mingguang Ruierjingda Technology Co., Ltd. has received approval for its public offering and listing on the Beijing Stock Exchange, marking a significant step in its growth trajectory as a key player in the iron-making refractory materials sector [1][2]. Group 1: Company Overview - Ruierjingda focuses on the research, production, and sales of refractory materials for blast furnaces, positioning itself as a "guardian of blast furnaces" by providing comprehensive technical solutions throughout the product lifecycle [2][3]. - The company has established a strong market presence, with its products widely used by major domestic steel enterprises such as Baowu Steel Group and Shougang Group, as well as international clients in countries like Russia, South Korea, and Turkey [3][4]. Group 2: Financial Performance - From 2022 to 2024, the company's revenue is projected to grow steadily to 476 million yuan, with a significant increase in net profit, demonstrating strong profitability and resilience [4]. - The core business of functional consumption materials accounts for approximately 60% of revenue, serving as a stable engine for the company's growth [2][3]. Group 3: Innovation and Market Position - Ruierjingda holds 70 patents, including 16 invention patents, showcasing its robust research and development capabilities, which contribute to its leading gross margin of 39.72% in 2024, significantly above the industry average [3][4]. - The company is committed to green and intelligent upgrades, with fundraising efforts directed towards developing carbon capture technologies and energy-saving materials, aligning with the industry's shift towards low-carbon development [4][5].
山东鱼台:深耕绿色循环 铸就产业标杆
Zhong Guo Fa Zhan Wang· 2026-01-14 08:07
Core Viewpoint - The Yutai Economic Development Zone in Shandong Province has transformed from a traditional industrial cluster to a green benchmark, achieving provincial-level green industrial park status by October 2025, emphasizing high-quality industrial development through a green and circular economy [1]. Group 1: Circular Economy and Industrial Upgrading - The park has established a "coal-electricity-chemical" integrated circular industrial chain, utilizing resources efficiently and achieving a closed-loop ecosystem [2]. - In 2024, the park expanded to 18.28 square kilometers, with industrial water reuse rates reaching 97%, solid waste utilization at 99%, and recycled water usage increasing to 47% [2]. - The park has developed specialized industrial clusters in chlor-alkali chemicals, coal chemicals, and biomedicine, with a steady increase in industrial output value from large-scale enterprises by 2025 [2]. Group 2: Innovation and Technology - An investment of 5.5 billion yuan in the high-end chemical new materials project aims to break foreign technology monopolies and address critical challenges in production [3]. - The park focuses on "specialized, refined, distinctive, and innovative" industries, with high-tech industry output accounting for 62.36% of total industrial output by the end of 2025, significantly exceeding the 30% benchmark [3]. - The park promotes green technological upgrades in traditional industries, implementing a project to encourage low-carbon technologies, resulting in a continuous decrease in carbon emissions per unit of industrial added value from 2022 to 2025 [3]. Group 3: Environmental Protection and Sustainability - The park has established an integrated smart environmental protection platform, utilizing big data and IoT for comprehensive monitoring and pollution control [4]. - By 2025, the clean energy usage rate in the park is expected to reach 76.58%, with renewable energy usage around 6.4% [4]. - A wastewater treatment plant with a capacity of 20,000 cubic meters per day has been built, ensuring zero wastewater discharge for certain enterprises and strict adherence to environmental standards [4].
港迪技术跌0.66%,成交额5136.87万元,近5日主力净流入550.65万
Xin Lang Cai Jing· 2026-01-14 07:56
Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products [2][8]. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation sector, with main products including automation drive products and intelligent control systems [2][8]. - The company was established on September 28, 2015, and is located in Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to the parent company of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for applications in robotics, enhancing production yield and operational efficiency for downstream customers [2]. - The intelligent control system is categorized as a "soft and hard integration" product, with hardware components primarily sourced externally and software developed in-house [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in the national evaluation of small and medium-sized enterprises [3]. - The company's core business aligns with national strategic emerging industries, focusing on innovative products with strong technological attributes [2]. Market Activity - As of January 14, the stock price of Gangdi Technology decreased by 0.66%, with a trading volume of 51.37 million yuan and a market capitalization of 3.923 billion yuan [1]. - The stock has seen a net outflow of 668,200 yuan from major investors, indicating a reduction in holdings over the past two days [4][5].
新恒汇涨1.62%,成交额3.00亿元,今日主力净流入-996.74万
Xin Lang Cai Jing· 2026-01-14 07:56
Core Viewpoint - The company, Xin Heng Hui, is engaged in the research, production, sales, and testing services of chip packaging materials, with a focus on smart card business, etched lead frames, and IoT eSIM chip testing services [3]. Group 1: Company Overview - Xin Heng Hui Electronic Co., Ltd. was established on December 7, 2017, and is located in Zibo High-tech Zone, Shandong Province [7]. - The main business revenue composition includes smart card business (59.74%), etched lead frames (28.34%), IoT eSIM chip testing (6.16%), and others (5.76%) [7]. - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China [2]. Group 2: Financial Performance - As of September 30, 2025, Xin Heng Hui achieved an operating income of 700 million yuan, representing a year-on-year growth of 18.12% [8]. - The net profit attributable to the parent company was 120 million yuan, showing a year-on-year decrease of 11.72% [8]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [9]. Group 3: Market Activity - On January 14, the stock price of Xin Heng Hui increased by 1.62%, with a trading volume of 300 million yuan and a turnover rate of 9.01%, resulting in a total market capitalization of 16.517 billion yuan [1]. - The stock has seen a net outflow of 9.9674 million yuan from major funds today, with a ranking of 82 out of 172 in its industry [4]. - The average trading cost of the stock is 68.36 yuan, with the current price approaching a resistance level of 68.98 yuan [6].
英集芯跌0.55%,成交额2.57亿元,近3日主力净流入-3713.87万
Xin Lang Cai Jing· 2026-01-14 07:53
Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the development and sales of power management and fast charging protocol chips, with a focus on automotive electronics and consumer electronics sectors. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, with its headquarters located in Zhuhai, Guangdong Province [7] - The company's main business revenue composition includes power management (65.15%), mixed-signal SoC (22.02%), battery management (12.33%), and others (0.49%) [7] - As of September 30, 2025, the company had 15,600 shareholders, an increase of 13.58% from the previous period [8] Group 2: Financial Performance - For the period from January to September 2025, Yingjixin achieved operating revenue of 1.169 billion yuan, representing a year-on-year growth of 14.16% [8] - The net profit attributable to the parent company for the same period was 114 million yuan, reflecting a year-on-year increase of 28.54% [8] - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9] Group 3: Product Development and Market Position - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards and has begun mass production for domestic and international automotive manufacturers [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2] - The company has established itself as a major supplier of power management and fast charging protocol chips in the consumer electronics market, leveraging its advantages in mobile power and fast charging adapters [2] Group 4: Industry Recognition - Yingjixin has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title awarded to companies that excel in niche markets, possess strong innovation capabilities, and maintain high market share [3]