光刻机(胶)

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板永新光学:光刻机相关业务占比较小
Guo Ji Jin Rong Bao· 2025-09-18 15:04
公司产品商业模式偏向定制化、多品种、小批量,应用领域广泛且相对分散。光刻机相关光学元组件业 务占公司营收比重较小,占公司营业收入比重不足1%,目前不是公司的核心业务,不会对公司当期业 绩产生重大影响。 敬请投资者审慎对待,谨防热点概念型炒作,注意投资风险。 (文章来源:国际金融报) 9月18日,永新光学(603297.SH)发布股票交易异常波动公告称,经公司自查,未发现对公司股票交易价 格产生重大影响的媒体报道。 公司关注到部分媒体将公司列入半导体、光刻机(胶)概念。公司主营业务为光学显微镜及光学元组件 产品,业务模式未发生重大变化。 ...
永新光学(603297.SH):光刻机相关光学元组件业务占公司营收比重较小,占公司营业收入比重不足1%
Ge Long Hui A P P· 2025-09-18 10:20
Group 1 - The core viewpoint of the article is that Yongxin Optical (603297.SH) has not found any media reports that significantly impact its stock trading price [1] - The company has noted that some media have categorized it under the semiconductor and photolithography concepts, but its main business focuses on optical microscopes and optical components [1] - The business model of the company remains unchanged, emphasizing customization, a variety of products, and small batch production, with applications being broad and relatively dispersed [1] Group 2 - The revenue contribution from optical components related to photolithography is minimal, accounting for less than 1% of the company's total revenue [1] - This segment is not a core business for the company and will not have a significant impact on its current performance [1] - Investors are advised to be cautious and avoid speculative trading based on trending concepts [1]
永新光学:光刻机相关光学元组件业务占营收比重较小 不对当期业绩产生重大影响
Zheng Quan Shi Bao Wang· 2025-09-18 10:20
Core Viewpoint - Yongxin Optical (603297) has clarified that its main business is optical microscopes and optical components, and it has not undergone significant changes in its business model. The company is not primarily involved in the semiconductor or lithography machine sectors, despite media speculation [1] Group 1: Business Overview - The company's product business model is characterized by customization, a variety of products, and small batch production [1] - The application fields of the company's products are broad and relatively dispersed [1] Group 2: Financial Impact - The revenue contribution from optical components related to lithography machines is minimal, accounting for less than 1% of the company's total revenue [1] - The current business focus will not have a significant impact on the company's performance for the current period [1]
8月7日海立股份(600619)涨停分析:重组预期、家电政策驱动
Sou Hu Cai Jing· 2025-08-07 07:21
Core Viewpoint - The stock of Haili Co., Ltd. experienced a limit-up on August 7, closing at 19.71 yuan, driven by market speculation regarding potential restructuring in the lithography machine industry and favorable policies in the home appliance sector [1]. Summary by Relevant Categories Stock Performance - On August 7, Haili Co., Ltd. reached a closing price of 19.71 yuan, marking a 9.99% increase [2]. - The stock hit its limit-up at 10:42 AM and had five instances of limit-up opening before closing [1]. Market Sentiment and Factors - Market rumors regarding the restructuring expectations in the lithography machine industry, particularly concerning WDZ (Shanghai Microelectronics), have attracted investor attention, despite the company's clarification announcement [1]. - The home appliance industry is experiencing a rise in favorable policy expectations, which could benefit Haili Co., Ltd. as a leading compressor manufacturer amid industry upgrades and consumption stimulus policies [1]. - The company's financing balance has been increasing, indicating a rise in market risk appetite [1]. Capital Flow Data - On August 7, the net inflow of main funds was 149 million yuan, accounting for 5.15% of the total trading volume [2]. - Retail investors experienced a net outflow of 62.67 million yuan, representing 2.16% of the total trading volume [2]. - Over the past five days, the stock has shown varying capital flows, with significant net inflows and outflows from different investor categories [2].
创业板指早盘涨幅扩大至1%,上证指数现涨0.37%;托育服务、创新药、短剧互动游戏、水泥建材、可控核聚变等概念走高,保险、稀土永磁、光刻机(胶)等概念跌幅居前;全市约3000股上涨,2100股下跌,主力资金净流出超110亿元。
news flash· 2025-07-09 02:31
Group 1 - The ChiNext index increased by 1% in the morning session, while the Shanghai Composite Index rose by 0.37% [1] - Concepts such as childcare services, innovative pharmaceuticals, interactive short dramas, cement and building materials, and controllable nuclear fusion saw significant gains [1] - Approximately 3,000 stocks rose while 2,100 stocks fell, with a net outflow of over 11 billion yuan from main funds [1] Group 2 - Sectors like insurance, rare earth permanent magnets, and photolithography machines experienced notable declines [1]