8月26日，洲明科技盘中上涨2.09%，截至13:47，报8.30元/股，成交3.45亿元，换手率4.73%，总市值 90.56亿元。 责任编辑：小浪快报 洲明科技所属申万行业为：电子-光学光电子-LED。所属概念板块包括：智慧灯杆、华为概念、物联 网、第三代半导体、华为鸿蒙等。 截至6月30日，洲明科技股东户数3.70万，较上期减少1.15%；人均流通股23973股，较上期增加1.17%。 2025年1月-6月，洲明科技实现营业收入36.58亿元，同比增长7.38%；归母净利润1.21亿元，同比增长 20.61%。 分红方面，洲明科技A股上市后累计派现5.38亿元。近三年，累计派现3.31亿元。 资金流向方面，主力资金净流入315.46万元，特大单买入3439.61万元，占比9.97%，卖出1012.76万元， 占比2.94%；大单买入8429.24万元，占比24.43%，卖出1.05亿元，占比30.55%。 洲明科技今年以来股价涨25.17%，近5个交易日涨1.59%，近20日涨13.39%，近60日涨23.70%。 资料显示，深圳市洲明科技股份有限公司位于(总部)深圳市宝安区福海街道和平社区同富裕工业区 ...

创始人 骆薇薇 刚从NASA辞职回国，身边只跟着一个愿意赌命的员工。 邓思邈 发自 凹非寺 量子位 | 公众号 QbitAI 一份英伟达供应链名单，意外震动了半导体圈。 在清一色欧美日老牌厂商中，低调出现了一个陌生的中国名字： 英诺赛科 。 △ 图源自英伟达 消息传开，股价当天一度暴涨63.64%。更让人意想不到的是，九年前它还只是珠海一家"三无小作坊"—— 无成熟技术、无量产经验、无客户基础。 如今，7年内狂吸 60亿元 资金，宁德时代曾毓群亲自砸下2亿， OPPO、小米、vivo、荣耀、联想、速腾、禾赛 ……各个领域巨头排队买 单。 2024年12月到港股敲钟。截至发稿，最新市值已经冲到了 722.68亿港元 。 从珠海起步到英伟达中国独家供应商，这家公司凭什么逆天改命？ 答案就藏在一块比指甲盖还小的芯片里。 国产氮化镓第一股，怎么炼成的？ 在第三代半导体这条艰险冷门的赛道上，有一家公司硬生生闯出了一条路。 英诺赛科最早发轫于美国特拉华州，是骆薇薇的第三次创业项目。 在传统半导体领域，此前几十年的主流是将设计与制造分离的无晶圆厂模式 （Fabless） ，其创业门槛和启动投入较低，就像餐厅只管设计 菜谱， ...

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].

据证券之星公开数据整理，近期台基股份（300046）发布2025年中报。截至本报告期末，公司营业总收 入1.79亿元，同比上升4.18%，归母净利润3972.84万元，同比上升3789.41%。按单季度数据看，第二季 度营业总收入1.04亿元，同比上升12.69%，第二季度归母净利润2264.17万元，同比上升24.59%。本报 告期台基股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达552.33%。 本次财报公布的各项数据指标表现一般。其中，毛利率29.82%，同比减4.9%，净利率21.9%，同比增 2032.57%，销售费用、管理费用、财务费用总计1444.47万元，三费占营收比8.08%，同比增34.43%，每 股净资产4.76元，同比增2.91%，每股经营性现金流-0.01元，同比减119.43%，每股收益0.17元，同比增 3833.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.72亿 | 1.79亿 | 4.18% | | 归母净利润(元) | -107.68万 | 39 ...

公司研究 证 券 研 究 报 告 扬杰科技（300373）2025 年中报点评 强推（维持） 需求高景气驱动业绩高增，海外产能+多产品 线突破打开成长空间 事项： 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 6,033 | 7,097 | 8,281 | 9,507 | | 同比增速(%) | 11.5% | 17.6% | 16.7% | 14.8% | | 归母净利润(百万) | 1,002 | 1,238 | 1,470 | 1,735 | | 同比增速(%) | 8.5% | 23.5% | 18.7% | 18.0% | | 每股盈利(元) | 1.84 | 2.28 | 2.70 | 3.19 | | 市盈率(倍) | 32 | 26 | 22 | 19 | | 市净率(倍) | 3.7 | 3.4 | 3.0 | 2.7 | 资料来源：公司公告，华创证券预测 注：股价为 2025 年 8 月 21 日收盘价 分 ...

Investment Rating - The report maintains a "Buy-A" investment rating for the company, with a target price of 70.49 CNY for the next six months [4][6]. Core Views - The company reported a revenue of 3.455 billion CNY for the first half of 2025, representing a year-on-year growth of 20.58%, and a net profit of 601 million CNY, which is a 41.55% increase compared to the same period last year [1][4]. - The expansion of industry demand and the acceleration of domestic production are driving the company's steady performance. The domestic market is stimulated by policies such as the old-for-new exchange, while sectors like automotive electronics and AI are contributing to new growth [2][3]. - The company is one of the few large-scale enterprises in China that integrates the entire vertical supply chain from monocrystalline silicon wafer manufacturing to terminal sales and services. It is increasing its investment in third-generation semiconductor chips, particularly SiC power devices, and has established partnerships with several Tier 1 automotive clients [3][4]. Financial Summary - The projected revenues for the company from 2025 to 2027 are 7.421 billion CNY, 8.905 billion CNY, and 10.686 billion CNY, respectively. The expected net profits for the same period are 1.276 billion CNY, 1.493 billion CNY, and 1.748 billion CNY [4][10]. - The company is expected to achieve a PE ratio of 30 times in 2025, which corresponds to the target price of 70.49 CNY [4][10]. - The company's net profit margin is projected to be 17.2% in 2025, with a return on equity (ROE) of 13.2% [10][11].

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings 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 - A company has formed bulk orders for data center server power supplies, focusing on third-generation semiconductors, automotive chips, data centers, controllable nuclear fusion, and Huawei [1] - Another company is applying precision bearing products in the industrial robot sector, integrating robotics, reducers, chips, and new energy vehicles [1] - A company has seen its net profit grow over 15 times year-on-year in the first half of the year, deepening its layout in key materials for solid-state batteries and hydrogen energy [1]

新洁能 20250820 摘要 公司二季度营收 4.8 亿元，环比增长 7.04%，归母净利润 1.27 亿元， 环比增长 17.16%，受益于下游领域景气度回暖、库存优化及国产替代 需求。 公司持续加大研发投入，上半年研发费用同比增长 31%，通过技术迭代 优化成本，SGT MOS 平台营收占比达 45%，第三代 SDT MOS 全面推 广，第五代超级产品预计成本降低 20%。 公司深耕现有市场，加速客户验证和量产，新加坡子公司已正式运营， 服务海外客户并积极拓展东南亚及美洲市场，预计今年贡献千万级营收。 公司与供应链伙伴保持战略合作，硅基产品在华虹宏力全面量产，碳化 硅产品与代工厂深度合作，通过 12 寸工艺升级和自有封测产能释放对 冲成本压力。 工业自动化占比 39%，光伏储能 13%，新能源汽车 15%，机器人 7%。汽车电子推出 300 余款车规级 MOSFET，四季度实现车规级碳化 硅 MOS 量产。机器人领域成功导入宇树科技等头部客户。 Q&A 2025 年上半年公司整体业绩表现如何？ 2025 年上半年，公司实现营业收入 9.3 亿元，同比增长 6.44%；利润总额为 2.68 亿元，同比增长 ...

捷捷微电 20250820 摘要 公司上半年营收 16 亿元，利润总额 2.7 亿元，同比增长，扣非净利润 增长 46%，主要得益于老厂区资产处理。MOS 产品营收占比 47%，晶 闸管占比 17%，防护器件占比 34%。 公司产能利用率接近满负荷，但四五月份调整部分 MOS 产品价格，降 幅 4%-15%，导致毛利率下降。晶闸管毛利率 44.8%，防护器件 30%，MOS33%。 下游应用领域中，工业类占比 43.55%，消费类 36.25%，汽车类 15.79%，通信类 1.82%。电动车控制器和电池保护领域 MOS 产品 8 月提价 10%-15%，旨在恢复正常市场价。 公司 8 寸线月投片量约 11-12 万片，产出约 11 万片，出货量约 10 万 片。预计 2025 年产线折旧费用约 8 亿元。全年营收目标 36 亿元， MOSFET 占比约 47%。 公司在车规级 MOSFET 领域重点布局，已进入知名汽车电子品牌供应链， 主要涉及油泵、水泵等部件，并逐步向刹车系统等核心领域发展，计划 推出约 200 款车规级 MOSFET 产品。 Q&A 今年（2025 年）公司整体市场状况如何？ 今年（20 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings, and unlocks, helping investors identify potential investment hotspots and avoid black swan events [1] - A company has launched immersion liquid cooling server power supplies and other core products, indicating a focus on liquid cooling servers, data centers, third-generation semiconductors, Huawei, and drones [1] - Another company is mass-producing products for PCB manufacturers and copper foil manufacturers, emphasizing its role in the PCB and advanced packaging sectors, with a direct downstream customer base [1] Group 2 - A company plans to invest 1.9 billion yuan in an intelligent manufacturing project for high-layer computing circuit boards, achieving significant breakthroughs in areas such as 800G high-end switches, which involves CPO, PCB, Huawei, and smart cockpits [1]