8月26日，艾可蓝盘中上涨2.07%，截至13:17，报39.94元/股，成交1.01亿元，换手率5.65%，总市值 31.95亿元。 资金流向方面，主力资金净流入383.82万元，特大单买入220.88万元，占比2.19%，卖出0.00元，占比 0.00%；大单买入1317.22万元，占比13.07%，卖出1154.27万元，占比11.45%。 艾可蓝今年以来股价涨56.41%，近5个交易日跌2.68%，近20日涨23.81%，近60日涨33.94%。 艾可蓝所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：汽车零部件、国六概 念、专精特新、尾气处理、氢能源等。 截至3月31日，艾可蓝股东户数1.43万，较上期增加65.23%；人均流通股3191股，较上期减少39.48%。 2025年1月-3月，艾可蓝实现营业收入2.45亿元，同比增长1.93%；归母净利润1854.33万元，同比增长 35.12%。 分红方面，艾可蓝A股上市后累计派现6919.78万元。近三年，累计派现913.39万元。 机构持仓方面，截止2025年3月31日，艾可蓝十大流通股东中，招商量化精选股票发起式A（001917 ...

数据显示，博实结当日成交量为17489手，成交金额达1.58亿元。公司总市值为80.30亿元，流通市值为 36.04亿元。 博实结主营业务为计算机设备制造，所属概念包括广东板块、专精特新、车联网等。公司近日公告显 示，已完成取消监事会及修订公司章程的工商变更登记手续，并取得深圳市市场监督管理局下发的登记 通知书。 博实结股价报90.23元，较前一交易日下跌0.86%。公司已完成取消监事会等工商变更登记手续。 风险提示：投资有风险，入市需谨慎。 ...

8月25日，汇成真空今日收盘186.72元，下跌1.83%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到361.50倍，总市值186.72亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13汇成真空361.50274.2224.56186.72亿行业平均 82.5288.266.8477.99亿行业中值60.2159.243.7649.11亿1天地科技7.789.991.01261.97亿2广日股份 11.4811.401.0592.49亿3润邦股份12.7913.001.4163.03亿4弘亚数控14.9214.652.6875.81亿5华荣股份 15.5316.573.4276.62亿6康力电梯15.9116.591.6459.27亿7锡装股份16.4516.921.7743.17亿8杰瑞股份 17.6418.672.24490.43亿9一拖股份18.0016.631.97153.38亿10伊之密18.1218.613.65113.16亿11富瑞特装 19.3622.052.1448.33亿12软控股份19.4917.721.4989.72亿 本文源自：金融界 作者：行情君 ...

Core Viewpoint - The company, Guangdong Huicheng Vacuum Technology Co., Ltd., specializes in vacuum coating equipment and has established itself as a key player in the semiconductor supply chain, particularly with major clients like Apple and BYD [2][8]. Company Overview - Guangdong Huicheng Vacuum Technology Co., Ltd. was founded on August 14, 2006, and is located in Dongguan, Guangdong Province. The company focuses on the research, production, sales, and technical services of vacuum coating equipment [8]. - The company's main business revenue composition includes: 49.29% from industrial vacuum coating equipment, 19.27% from other consumer products, 10.64% from scientific research, 9.91% from consumer electronics, 5.88% from technical services, and 5.01% from accessories and consumables [8]. Financial Performance - For the first half of 2025, the company reported operating revenue of 263 million yuan, a year-on-year decrease of 9.71%, and a net profit attributable to shareholders of 42.64 million yuan, down 27.82% year-on-year [9]. - The company has distributed a total of 45 million yuan in dividends since its A-share listing [10]. Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and possess strong innovation capabilities [4]. - As of June 30, 2025, the company had 10,300 shareholders, an increase of 53.08% from the previous period, with an average of 3,948 circulating shares per person, up 18.44% [9]. Stock Performance - On August 25, the stock price of Huicheng Vacuum fell by 1.83%, with a trading volume of 742 million yuan and a turnover rate of 9.72%, resulting in a total market capitalization of 18.672 billion yuan [1]. - The average trading cost of the stock is 167.54 yuan, with recent buying activity observed, although the buying pressure is not strong [7]. Industry Context - The company operates within the specialized equipment sector of the machinery industry, with a focus on vacuum coating technology, which is critical for semiconductor manufacturing [9]. - The company is part of various concept sectors, including the Apple supply chain and third-generation semiconductors [2].

8月25日，沪深两融数据显示，安集科技上周累计获融资净买入额8762.96万元，居两市第154位，上周 融资买入额4.76亿元，偿还额3.89亿元。 安集科技所属概念板块包括：电子化学品、上海板块、百元股、专精特新、富时罗素、沪股通、上证 380、融资融券、股权激励、基金重仓、转债标的、中芯概念、光刻机(胶)、国产芯片、OLED、LED、 新材料。 资金流方面，安集科技近5日主力资金流入1.72亿元，区间涨幅4.67%；近10日主力资金流入1.94亿元， 区间涨幅3.29%。 来源：金融界 天眼查商业履历信息显示，安集微电子科技(上海)股份有限公司，成立于2006年，位于上海市，是一家 以从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本12921.3274万人民币，实缴资本 4206.7938万人民币。公司法定代表人为SHUMIN WANG。 通过天眼查大数据分析，安集微电子科技(上海)股份有限公司共对外投资了13家企业，参与招投标项目 30次，专利信息248条，此外企业还拥有行政许可89个。 ...

出版 | 1 - 4 - 4 t = ++2 t -- T The p 上周基金重点事件回顾丨08.18-08.24 睿兽分析每周整理最值得关注的基金重点事件，帮助大家及时了解全球私募股权基金市场动向。 长江庚智基金完成备案，规模30亿元 8月19日，长江庚智创新发展创业投资基金（湖北）合伙企业（有限合伙）完成中国证券投资基金业协会备案。该基金总规模30亿元，首期5亿元，由长江产 业集团联合山东省土地发展集团、青山产投集团共同发起设立，长江创投担任基金管理人。基金将重点聚焦新材料、高端装备等领域展开投资。长江创投将 发挥专业管理和资源整合能力，精准投资优质企业，赋能湖北产业高质量发展，持续深化与山东土地集团的战略合作，以投资互动引领产业协同，打造省域 协同新典范。（长江创投） 徐州30亿元母基金落地 8月14日，江苏徐州新兴产业专项母基金（有限合伙）完成工商登记注册，是省战新母基金第三批产业专项基金中首个完成注册的，对徐州壮大新兴产业集 群、优化产业结构意义重大。该母基金总规模30亿元，由国盛集团发起，联合省战新母基金及多地共同出资，由国盛集团权属企业徐州战新私募公司管理。 聚焦新能源、集成电路等新兴产业，重 ...

Core Viewpoint - Zhejiang Huaye's stock price has shown significant volatility, with a year-to-date increase of 12.39% but a recent decline of 9.64% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Group 1: Stock Performance - As of August 25, Zhejiang Huaye's stock price was 58.43 CNY per share, with a market capitalization of 4.674 billion CNY [1]. - The stock has experienced a 35.25% increase over the past 20 days and a 42.10% increase over the past 60 days [1]. - The company has appeared on the trading leaderboard 15 times this year, with the most recent appearance on August 20, where it recorded a net buy of -865,100 CNY [1]. Group 2: Financial Performance - For the first half of 2025, Zhejiang Huaye reported a revenue of 478 million CNY, reflecting a year-on-year growth of 10.56% [2]. - The net profit attributable to the parent company for the same period was approximately 47.67 million CNY, representing a year-on-year increase of 6.66% [2]. Group 3: Company Overview - Zhejiang Huaye specializes in the plastic machinery industry, focusing on the research, production, and sales of core components for plastic molding equipment [1]. - The company's main revenue sources are from screw and barrel components (67.30%) and core rods (31.32%), with other products contributing 1.38% [1]. - The company is categorized under the mechanical equipment sector, specifically in general equipment and other general equipment [2].

埃科光电所属概念板块包括：仪器仪表、安徽板块、专精特新、融资融券、机构重仓、机器视觉、半导 体概念、PCB。 来源：金融界 资金流方面，埃科光电近5日主力资金流入3001.01万元，区间涨幅8.47%；近10日主力资金流入2749.86 万元，区间涨幅3.78%。 天眼查商业履历信息显示，合肥埃科光电科技股份有限公司，成立于2011年，位于合肥市，是一家以从 事研究和试验发展为主的企业。企业注册资本6800万人民币，实缴资本5100万人民币。公司法定代表人 为董宁。 8月25日，沪深两融数据显示，埃科光电上周累计获融资净买入额3323.37万元，居两市第399位，上周 融资买入额8621.01万元，偿还额5297.64万元。 通过天眼查大数据分析，合肥埃科光电科技股份有限公司共对外投资了1家企业，参与招投标项目25 次，知识产权方面有商标信息16条，专利信息302条，此外企业还拥有行政许可13个。 ...

天眼查商业履历信息显示，无锡航亚科技股份有限公司，成立于2013年，位于无锡市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本25838.2608万人民币，实缴资本13578.2608万人民币。 公司法定代表人为严奇。 通过天眼查大数据分析，无锡航亚科技股份有限公司共对外投资了3家企业，参与招投标项目73次，知 识产权方面有商标信息7条，专利信息168条，此外企业还拥有行政许可51个。 8月25日，沪深两融数据显示，航亚科技上周累计获融资净买入额2495.29万元，居两市第479位，上周 融资买入额1.71亿元，偿还额1.46亿元。 航亚科技所属概念板块包括：航天航空、江苏板块、专精特新、融资融券、大飞机、医疗器械概念、通 用航空。 资金流方面，航亚科技近5日主力资金流出4268.25万元，区间跌幅3.58%；近10日主力资金流出5426.08 万元，区间跌幅2.21%。 来源：金融界 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3826 | 1.45 | 6.81 | 3.49 | | 深证综指 | 2393 | 1.49 | 9.33 | 4.02 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | 2.24 | 6.66 | 10.61 | | 中盘指数 | 2.04 | 9.62 | 10.8 | | 小盘指数 | 1.56 | 10.22 | 12.9 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 半导体 | 7.66 | 25.39 | 13.01 | | 通信设备 | 4.33 | 31.18 | 49.01 | | 玻璃玻纤 | 4.02 | 11.28 | 46.11 | | 教育 | 3.96 | 8.07 | 3.66 | | 软件开发Ⅱ | ...