且目前摩尔线程与沐曦刚上市，未被计入排名之中。如果按照最新公布的市值对比，两家GPU龙头同样具备进入全球前列的体量。 12月24日，三大指数拉升，设备产业链延续强势。热门半导体设备ETF（561980）午后翻红、日K冲击3连阳，成份股华海诚科拉升超12%，天岳先进涨超 7%，芯源微、晶升股份涨超4%，中芯国际、长川科技、沪硅产业等多股跟涨。 数据显示，半导体设备ETF（561980）跟踪中证半导，标的指数年内上涨64.76%，在国证芯片、中华半导体芯片、芯片产业等主流半导体指数中位列第一， 弹性较为突出。 消息面上，根据半导体产业观察，Companies Market Cap实时市值统计，截至2025年12月中旬，在全球市值排名前100的半导体公司中，中国大陆有17家、中 国台湾16家、中国香港2家，合计占据35席，占比约35%。 分析指出，半导体公司市值本身随市场波动而变化，这一数字只反映特定时间节点的结果。但在一个高度成熟、资本密集、长期博弈的产业中，市值往往并 非短期情绪的简单映射，而是多重产业变量——技术路径、供需结构、资本开支与竞争格局——长期作用后的结果。因此，TOP100 并不只是"排名"，而更 ...

12月24日，三大指数拉升，设备产业链延续强势。热门半导体设备ETF（561980）午后翻红、日K冲击3 连阳，成份股华海诚科拉升超12%，天岳先进涨超7%，芯源微、晶升股份涨超4%，中芯国际、长川科 技、沪硅产业等多股跟涨。 分析指出，半导体公司市值本身随市场波动而变化，这一数字只反映特定时间节点的结果。但在一个高 度成熟、资本密集、长期博弈的产业中，市值往往并非短期情绪的简单映射，而是多重产业变量——技 术路径、供需结构、资本开支与竞争格局——长期作用后的结果。因此，TOP100 并不只是"排名"，而 更像是一张产业权力结构的切片。 且目前摩尔线程与沐曦刚上市，未被计入排名之中。如果按照最新公布的市值对比，两家GPU龙头同样 具备进入全球前列的体量。 中研网分析认为，随着AI、汽车电子等下游市场爆发，半导体企业估值体系发生深刻变化。存储芯片 领域，HBM需求激增；GPU赛道，摩尔线程、沐曦等大陆企业通过A+H股上市加速资本运作，估值模 型从PE转向PS(市销率)，反映市场对技术壁垒与成长潜力的重新认知。 银河证券也认为，沐曦股份、摩尔线程等陆续登陆资本市场，国产GPU发展有望加速，或将带动集成电 路制造以 ...

Group 1 - The core viewpoint of the articles indicates that 有棵树's stock price has experienced fluctuations, with a recent decline of 2.07% to 5.68 CNY per share, and a total market capitalization of 5.275 billion CNY [1] - The company has seen a year-to-date stock price increase of 4.99%, but a recent decline of 1.05% over the last five trading days, and a 3.24% decrease over the last 60 days [2] - 有棵树's main business involves providing IT services and related hardware and software for the automotive internet, with revenue composition showing 86.41% from other businesses and 13.89% from cross-border e-commerce [2] Group 2 - As of October 31, 有棵树 had 25,700 shareholders, a decrease of 3.34% from the previous period, with an average of 19,075 circulating shares per shareholder, an increase of 3.46% [2] - For the first half of 2025, the company reported a revenue of 42.5734 million CNY, a significant year-on-year decrease of 81.33%, while net profit attributable to shareholders increased by 106.08% to 1.877 million CNY [2] - Since its A-share listing, 有棵树 has distributed a total of 61.6364 million CNY in dividends, with no dividends paid in the last three years [2]

星宸科技所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：无人驾驶、毫米波雷达、 芯片概念、专精特新、汽车电子等。 截至12月10日，星宸科技股东户数3.38万，较上期增加10.49%；人均流通股5539股，较上期减少 9.50%。2025年1月-9月，星宸科技实现营业收入21.66亿元，同比增长19.50%；归母净利润2.02亿元，同 比增长3.03%。 分红方面，星宸科技A股上市后累计派现1.26亿元。 12月24日，星宸科技盘中上涨2.06%，截至10:04，报62.05元/股，成交1.31亿元，换手率1.14%，总市值 261.67亿元。 资金流向方面，主力资金净流入868.24万元，特大单买入617.58万元，占比4.73%，卖出130.17万元，占 比1.00%；大单买入2836.25万元，占比21.71%，卖出2455.43万元，占比18.79%。 星宸科技今年以来股价跌22.15%，近5个交易日涨6.80%，近20日涨12.00%，近60日跌5.04%。 今年以来星宸科技已经3次登上龙虎榜，最近一次登上龙虎榜为5月26日，当日龙虎榜净买入-3265.77万 元；买入总计3.86亿元 ...

Core Viewpoint - Starshine Technology's stock experienced a decline of 1.20% on December 23, with a trading volume of 450 million yuan and a market capitalization of 25.64 billion yuan [1] Group 1: Company Overview - Starshine Technology Co., Ltd. is located in Xiamen, Fujian Province, and specializes in the design, research, and sales of edge AI SoC chips, with main products including smart security, IoT, automotive electronics, and other ICs [3][7] - The company was established on December 21, 2017, and went public on March 28, 2024, with 99.93% of its revenue coming from product sales [7] - As of December 10, the number of shareholders reached 33,800, an increase of 10.49%, while the average number of circulating shares per person decreased by 9.50% [7] Group 2: Financial Performance - For the period from January to September 2025, Starshine Technology achieved operating revenue of 2.166 billion yuan, representing a year-on-year growth of 19.50%, and a net profit attributable to shareholders of 202 million yuan, up 3.03% year-on-year [7] - The company has distributed a total of 126 million yuan in dividends since its A-share listing [8] Group 3: Market Activity - The main net inflow of funds today was -40.2765 million yuan, with a proportion of 0.09%, indicating a reduction in main funds over the past two days [4][5] - The average trading cost of the stock is 60.05 yuan, with the current price fluctuating between a resistance level of 62.78 yuan and a support level of 56.87 yuan, suggesting potential for short-term trading [6] Group 4: Strategic Developments - The company has developed chips suitable for AI glasses and has begun shipping to end customers, while also engaging with various clients including mobile brands and startups [2] - Starshine Technology has invested 10 million yuan in Nanjing Starting Line Wearable Electronics Co., Ltd., acquiring a 4% stake, focusing on ultra-low power consumption chips for the smart wearable sector [2] - The company is enhancing its AI processor IP capabilities through a new project, aiming to improve processing power and algorithm efficiency for diverse customer applications [3]

格隆汇12月23日｜崇达技术在互动平台表示，公司PCB产品可应用于商业航天领域，例如卫星等设备的 机翼起落控制装置。公司已通过国际通行的NADCAP认证，产品目前已有实际应用。公司现有供应的 汽车PCB主要服务于电子驱动系统、车身电子等领域，同时也在生产毫米波雷达等辅助驾驶系统的产 品。 ...

今年以来联得装备已经1次登上龙虎榜，最近一次登上龙虎榜为11月27日，当日龙虎榜净买入1.80亿 元；买入总计2.29亿元 ，占总成交额比30.02%；卖出总计4850.33万元 ，占总成交额比6.36%。 12月23日，联得装备盘中上涨2.09%，截至13:44，报30.80元/股，成交1.78亿元，换手率4.89%，总市值 57.12亿元。 资金流向方面，主力资金净流入1567.16万元，特大单买入1022.03万元，占比5.74%，卖出1085.98万 元，占比6.10%；大单买入4246.80万元，占比23.87%，卖出2615.69万元，占比14.70%。 联得装备今年以来股价跌1.06%，近5个交易日涨6.28%，近20日涨7.88%，近60日跌7.45%。 资料显示，深圳市联得自动化装备股份有限公司位于广东省深圳市龙华区观湖街道樟溪社区下围工业区 一路1号L栋101，成立日期2002年6月7日，上市日期2016年9月28日，公司主营业务涉及电子专用设备 与解决方案供应商。主营业务收入构成为：设备类98.18%，治具夹具类1.54%，其它类0.28%。 分红方面，联得装备A股上市后累计派现1.58 ...

12月23日，万里扬盘中下跌2.01%，截至10:20，报9.25元/股，成交7070.04万元，换手率0.58%，总市值 121.42亿元。 分红方面，万里扬A股上市后累计派现20.79亿元。近三年，累计派现5.25亿元。 机构持仓方面，截止2025年9月30日，万里扬十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股2142.89万股，相比上期增加247.49万股。 资料显示，浙江万里扬股份有限公司位于浙江省金华市宾虹西路3999号，成立日期2003年10月22日，上 市日期2010年6月18日，公司主营业务涉及汽车变速器及其它汽车零部件的研发、生产和销售。主营业 务收入构成为：汽车变速器及配件89.64%，其他5.33%，储能和电力交易业务4.53%，融资租赁业务 0.50%。 万里扬所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：汽车零部件、奇瑞 汽车概念、汽车电子、机器人概念、人形机器人等。 截至11月28日，万里扬股东户数3.93万，较上期减少9.18%；人均流通股33345股，较上期增加10.11%。 2025年1月-9月，万里扬实现营业收入42.01亿元，同比 ...

Core Viewpoint - The stock of Kobot has experienced fluctuations, with a current price of 73.30 CNY per share, reflecting a year-to-date increase of 19.87% and a recent decline over the past 60 days of 16.32% [1] Company Overview - Kobot Technology Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on September 12, 2003. It was listed on October 15, 2019. The company specializes in the research, production, and sales of automotive electronic products, with 96.77% of its revenue coming from automotive parts [1][2] Financial Performance - For the period from January to September 2025, Kobot achieved a revenue of 4.997 billion CNY, representing a year-on-year growth of 16.96%. The net profit attributable to shareholders was 646 million CNY, reflecting a growth of 6.55% [2] Shareholder Information - As of September 30, 2025, Kobot had 13,300 shareholders, an increase of 17.18% from the previous period. The average number of circulating shares per person decreased by 14.35% to 30,431 shares [2] Dividend Distribution - Kobot has distributed a total of 1.251 billion CNY in dividends since its A-share listing, with 707 million CNY distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders, Xingquan Huitai Mixed A (007802) held 2.7177 million shares, a decrease of 2.0917 million shares from the previous period. Hong Kong Central Clearing Limited held 2.5721 million shares, down by 1.4381 million shares [3]

Market Overview - On December 22, the Shanghai Composite Index rose by 0.69%, the CSI 300 increased by 0.95%, the STAR 50 climbed by 2.04%, the CSI 1000 went up by 1.07%, the ChiNext Index surged by 2.23%, and the Hang Seng Index gained 0.43% [4][5] - The best-performing sectors on December 22 were telecommunications (+4.28%), comprehensive (+2.63%), electronics (+2.62%), non-ferrous metals (+2.38%), and retail (+1.37%). The worst-performing sectors included media (-0.61%), banking (-0.52%), beauty and personal care (-0.45%), light industry manufacturing (-0.45%), and textiles and apparel (-0.4%) [5] - The total trading volume for the entire A-share market on December 22 was 1.8822 trillion yuan, with a net inflow of 3.125 billion Hong Kong dollars from southbound funds [5] Important Recommendations Zhaowei Electromechanical (003021) - The company is a leader in micro transmission systems, with growth opportunities in humanoid robots, XR, and automotive electronics. Projected revenues for 2025-2027 are 1,897.64 million, 2,408.98 million, and 3,137.44 million yuan, with revenue growth rates of 24.47%, 26.95%, and 30.24% respectively. Net profit is expected to be 283.70 million, 404.12 million, and 529.02 million yuan, with growth rates of 26.03%, 42.45%, and 30.91% [6][9] - Catalysts include the release of a new generation of dexterous hands and new XR headsets from leading manufacturers [6][9] Weike Technology (301196) - The company is positioned as a leader in precision injection molding, with a stable main business and collaborations with leading clients to enhance the value of its MPO segment and humanoid robots. Projected revenues for 2025-2027 are 2,274 million, 2,801 million, and 3,329 million yuan, with growth rates of 25.0%, 23.2%, and 18.8% respectively. Net profit is expected to be 278 million, 355 million, and 456 million yuan, with growth rates of 26.2%, 27.6%, and 28.3% [7][11] - Key drivers include the rapid growth of the new energy sector and the demand for AI computing power [10][11] Leshush (02698) - The company focuses on the African market for baby pants and sanitary products, leveraging product strength and localized operations to build a solid competitive advantage. Projected revenues for 2025-2027 are 540 million, 650 million, and 760 million USD, with growth rates of 19%, 19%, and 18% respectively. Net profit is expected to be 110 million, 130 million, and 160 million USD, with growth rates of 14%, 22%, and 19% [12][13] - Catalysts include the increasing penetration of baby pants and sanitary products in emerging markets [12][13] Key Insights Food and Beverage Industry - The report indicates a somewhat pessimistic market outlook for the food and beverage sector, primarily due to significant pressures on the liquor industry this year. However, it suggests that there are investment opportunities in the liquor sector for the upcoming year, particularly as performance expectations may have bottomed out [14][15] - The report emphasizes the importance of monitoring inventory turning points and the potential for new consumption trends to continue despite recent adjustments [14][15]