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博杰股份跌2.02%,成交额1.83亿元,主力资金净流出2204.35万元
Xin Lang Cai Jing· 2025-10-09 05:43
今年以来博杰股份已经3次登上龙虎榜,最近一次登上龙虎榜为9月19日,当日龙虎榜净买入-6130.71万 元;买入总计1.25亿元 ,占总成交额比10.46%;卖出总计1.87亿元 ,占总成交额比15.58%。 资料显示,珠海博杰电子股份有限公司位于广东省珠海市香洲区科旺路66号,成立日期2005年5月30 日,上市日期2020年2月5日,公司主营业务涉及工业自动化设备与配件的研发、生产、销售及相关技术 服务。主营业务收入构成为:工业自动化设备83.72%,设备配件8.27%,技术服务8.00%。 博杰股份所属申万行业为:机械设备-自动化设备-工控设备。所属概念板块包括:特斯拉、PCB概念、 苹果产业链、人形机器人、苹果三星等。 10月9日,博杰股份盘中下跌2.02%,截至13:23,报59.10元/股,成交1.83亿元,换手率2.88%,总市值 94.74亿元。 资金流向方面,主力资金净流出2204.35万元,特大单买入1007.01万元,占比5.51%,卖出2138.28万 元,占比11.69%;大单买入3032.52万元,占比16.58%,卖出4105.60万元,占比22.45%。 博杰股份今年以来股价涨 ...
科瑞技术涨2.02%,成交额1.78亿元,主力资金净流入1171.75万元
Xin Lang Cai Jing· 2025-10-09 03:56
资料显示,深圳科瑞技术股份有限公司位于广东省深圳市光明区玉塘街道田寮社区光侨路科瑞智造产业 园瑞明大厦A塔20层,成立日期2001年5月23日,上市日期2019年7月26日,公司主营业务涉及主要从事 工业自动化设备的研发、设计、生产、销售和技术服务,以及精密零部件制造业务。主营业务收入构成 为:自动化设备70.86%,精密零部件14.31%,自动化设备配件11.20%,技术服务2.71%,其他0.91%。 10月9日,科瑞技术盘中上涨2.02%,截至11:21,报19.65元/股,成交1.78亿元,换手率2.20%,总市值 82.53亿元。 资金流向方面,主力资金净流入1171.75万元,特大单买入299.69万元,占比1.68%,卖出105.93万元, 占比0.59%;大单买入4300.58万元,占比24.10%,卖出3322.58万元,占比18.62%。 科瑞技术今年以来股价涨26.60%,近5个交易日跌0.76%,近20日涨11.90%,近60日涨20.85%。 责任编辑:小浪快报 科瑞技术所属申万行业为:机械设备-自动化设备-工控设备。所属概念板块包括:电子烟、苹果三星、 苹果产业链、智能手表、新能源 ...
港股概念追踪|iPhone17及Pro系列需求高于预期 供应链龙头企业受益(附概念股)
智通财经网· 2025-10-02 23:28
里昂表示,该行渠道消息显示,OpenAI亦正与蓝思科技及瑞声科技商讨零部件供应事宜;考虑到 OpenAI的设备团队核心成员均来自苹果公司,其选择与苹果供应链企业合作亦属合理。预计有关举措 可为现有苹果供应链企业带来新增长动力。 摩根士丹利分析师 Erik Woodring 发布了一份研究报告,显示苹果 iPhone 17 / Pro 系列手机需求高过预 期,整体出货量比较乐观。分析师表示,根据供应链人士消息和 Apple Store 的发货时间推测,iPhone 17、17 Pro 和 17 Pro Max 手机的早期需求强劲,略强过他们的最初预期,但 iPhone Air 手机到目前为止 需求却相对疲软。 供应链调查显示,iPhone 17 系列手机可能即将迎来产能提升,今年下半年苹果会将 iPhone 新品的产能 提升至 9000 万部以上,高于目前预计的 8400 万部至 8600 万部。 苹果产业链相关港股: 丘钛科技(01478)、舜宇光学(02382)、鸿腾精密(06088)、瑞声科技(02018)、蓝思科技(06613)、高伟 电子(01415)。 智通财经APP获悉,iPhone 17系列自9 ...
9月30日沪深两市涨停分析
Xin Lang Cai Jing· 2025-09-30 08:05
Group 1 - The company is engaged in the mining, selection, and smelting of tin, copper, and zinc, with steel resource reserves of 5,987 tons and an annual smelting capacity of 60 tons [2] - The company focuses on copper processing and trade, being a significant non-ferrous metal processing manufacturing base in China [2] - The company has a copper production capacity of 70,000 tons, with the second phase of copper mine production expected to commence next year [2] - The company is the largest copper concentrate and copper processing manufacturer in China, reporting a year-on-year net profit growth of 15.42% in the first half of the year [2] - The company signed a cooperation agreement estimating sales of nickel powder products between 4.3 billion to 5 billion yuan [7] Group 2 - The company is a leading supplier of automotive passive safety systems, with a year-on-year net profit growth of 30.85% [6] - The company focuses on lithium battery energy storage, offering products including lithium iron phosphate battery cells, modules, and energy storage battery systems [6] - The company has developed smart city and smart traffic products using streetlights as carriers, enhancing multi-functionality and technological advancement [8] - The company is involved in the research and development of solid-state battery polymer electrolytes, with industry-wide price increases in lithium battery materials [3] - The company has a significant presence in the photovoltaic sector, with a year-on-year revenue growth of 71.04% in its photovoltaic segment [4]
存储芯片集体爆发,江波龙20CM涨停!一键双拼“半导体+消费电子”的电子ETF(515260)拉升1.8%
Xin Lang Ji Jin· 2025-09-30 05:37
Group 1 - The electronic ETF (515260) has seen a price increase of 1.8% during the day, currently up 1.43%, indicating positive market sentiment towards the semiconductor and consumer electronics sectors [1] - Over the past 10 days, the electronic ETF has attracted 362 million yuan in investments, reflecting strong confidence in the sector's future performance [1] - As of September 29, the latest scale of the electronic ETF is 936 million yuan, making it the largest ETF tracking the corresponding index [1] Group 2 - Semiconductor stocks are leading the gains in the electronic ETF, with 9 out of the top 10 performing constituent stocks from the semiconductor industry, including Jiangbolong and Zhaoyi Innovation hitting the daily limit [3] - The top-performing stocks include Jiangbolong with a 20% increase, Zhaoyi Innovation with a 10% increase, and others like Lanke Technology and Changdian Technology showing significant gains [5] - The consumer electronics leader GoerTek has also seen a rise of over 4%, potentially driven by the popularity of AI glasses [3] Group 3 - The storage market is experiencing a second round of price increases, with SanDisk announcing a price hike of over 10% and Micron Technology notifying a 20%-30% increase for its storage products [5] - The release of DeepSeek-V3.2-Exp has seen multiple domestic chip manufacturers adapt to the new model, indicating advancements in the AI chip sector [6] - The domestic AI chip industry is viewed positively, with a full industry chain integration from advanced processes to model acceleration by major tech companies [6] Group 4 - The iPhone 17 is experiencing strong sales, marking a significant year for Apple, with the electronic ETF's constituent stocks related to Apple's supply chain accounting for 43.34% of the total weight [7] - The electronic industry is currently in an innovation phase, with expectations for rapid growth driven by breakthroughs in terminal innovation and profit releases [7] - The electronic ETF tracks the electronic 50 index, focusing on semiconductor and consumer electronics sectors, and includes popular industries such as AI chips and cloud computing [8]
博杰股份跌2.00%,成交额1.03亿元,主力资金净流出616.15万元
Xin Lang Cai Jing· 2025-09-30 02:44
9月30日,博杰股份盘中下跌2.00%,截至10:27,报59.24元/股,成交1.03亿元,换手率1.61%,总市值 94.96亿元。 博杰股份所属申万行业为:机械设备-自动化设备-工控设备。所属概念板块包括:特斯拉、苹果产业 链、PCB概念、人形机器人、苹果三星等。 截至9月19日,博杰股份股东户数2.85万,较上期增加20.11%;人均流通股3708股,较上期减少 16.74%。2025年1月-6月,博杰股份实现营业收入6.72亿元,同比增长17.48%;归母净利润2019.21万 元,同比增长11.55%。 资金流向方面,主力资金净流出616.15万元,特大单买入242.30万元,占比2.35%,卖出406.95万元,占 比3.96%;大单买入1420.79万元,占比13.81%,卖出1872.29万元,占比18.20%。 博杰股份今年以来股价涨95.29%,近5个交易日跌2.73%,近20日涨2.00%,近60日涨71.96%。 今年以来博杰股份已经3次登上龙虎榜,最近一次登上龙虎榜为9月19日,当日龙虎榜净买入-6130.71万 元;买入总计1.25亿元 ,占总成交额比10.46%;卖出总计1.8 ...
凌云光涨2.03%,成交额3.36亿元,主力资金净流出30.09万元
Xin Lang Cai Jing· 2025-09-29 03:08
9月29日,凌云光盘中上涨2.03%,截至10:52,报46.81元/股,成交3.36亿元,换手率1.58%,总市值 215.78亿元。 资金流向方面,主力资金净流出30.09万元,特大单买入1044.33万元,占比3.11%,卖出2371.22万元, 占比7.06%;大单买入9402.57万元,占比27.99%,卖出8105.77万元,占比24.13%。 凌云光所属申万行业为:机械设备-专用设备-其他专用设备。所属概念板块包括:苹果三星、苹果产业 链、人形机器人、机器人概念、全息概念等。 截至8月20日,凌云光股东户数2.56万,较上期增加6.63%;人均流通股18028股,较上期减少6.21%。 2025年1月-6月,凌云光实现营业收入13.68亿元,同比增长25.73%;归母净利润9607.55万元,同比增长 10.10%。 分红方面,凌云光A股上市后累计派现9228.45万元。 机构持仓方面,截止2025年6月30日,凌云光十大流通股东中,香港中央结算有限公司退出十大流通股 东之列。 责任编辑:小浪快报 凌云光今年以来股价涨113.79%,近5个交易日跌12.70%,近20日涨20.46%,近60日涨 ...
科瑞技术跌2.03%,成交额1.94亿元,主力资金净流出1597.05万元
Xin Lang Cai Jing· 2025-09-26 06:12
Core Viewpoint - Kory Technology's stock has experienced fluctuations, with a recent decline of 2.03% and a current price of 18.83 CNY per share, while the company has shown a year-to-date increase of 21.32% [1] Financial Performance - For the first half of 2025, Kory Technology reported revenue of 1.106 billion CNY, representing a year-on-year growth of 6.31%, and a net profit attributable to shareholders of 123 million CNY, up 37.28% compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 431 million CNY, with 240 million CNY distributed over the last three years [3] Shareholder Information - As of August 29, 2025, Kory Technology had 31,100 shareholders, a decrease of 1.04% from the previous period, with an average of 13,174 circulating shares per shareholder, an increase of 1.05% [2] - The top ten circulating shareholders include notable institutional investors, with significant increases in holdings for several ETFs [3] Market Activity - The stock's trading volume reached 194 million CNY with a turnover rate of 2.44%, while the net outflow of main funds was 15.97 million CNY [1]
科瑞技术跌2.02%,成交额2.19亿元,主力资金净流出1645.55万元
Xin Lang Cai Jing· 2025-09-25 03:36
Core Viewpoint - Kory Technology's stock has shown a significant increase in price this year, with a year-to-date rise of 24.99% and a recent uptick of 5.15% over the last five trading days, indicating positive market sentiment towards the company [1] Company Overview - Kory Technology, established on May 23, 2001, and listed on July 26, 2019, is located in the Guangming District of Shenzhen, Guangdong Province. The company specializes in the research, design, production, sales, and technical services of industrial automation equipment, as well as precision component manufacturing [1] - The revenue composition of Kory Technology includes 70.86% from automation equipment, 14.31% from precision components, 11.20% from automation equipment accessories, 2.71% from technical services, and 0.91% from other sources [1] Financial Performance - For the first half of 2025, Kory Technology reported a revenue of 1.106 billion yuan, reflecting a year-on-year growth of 6.31%. The net profit attributable to shareholders was 123 million yuan, marking a substantial increase of 37.28% compared to the previous year [2] - Since its A-share listing, Kory Technology has distributed a total of 431 million yuan in dividends, with 240 million yuan distributed over the past three years [3] Shareholder Information - As of August 29, 2025, Kory Technology had 31,100 shareholders, a decrease of 1.04% from the previous period. The average number of circulating shares per person increased by 1.05% to 13,174 shares [2] - Notable institutional shareholders include the Huaxia CSI Robot ETF, which increased its holdings by 742,400 shares, and the Hong Kong Central Clearing Limited, which raised its stake by 1,306,900 shares [3]
凌云光涨2.00%,成交额3.49亿元,主力资金净流出1552.19万元
Xin Lang Cai Jing· 2025-09-25 02:22
Core Viewpoint - Lingyun Optical Technology Co., Ltd. has shown significant stock performance and financial growth, with a focus on machine vision and optical communication sectors, indicating strong market positioning and potential for future growth [1][2]. Financial Performance - As of September 25, Lingyun's stock price increased by 130.60% year-to-date, with a recent price of 50.49 CNY per share and a market capitalization of 23.275 billion CNY [1]. - For the first half of 2025, Lingyun achieved operating revenue of 1.368 billion CNY, representing a year-on-year growth of 25.73%, and a net profit attributable to shareholders of 96.075 million CNY, up 10.10% year-on-year [2]. Stock Market Activity - On September 25, the stock experienced a trading volume of 349 million CNY, with a turnover rate of 1.52%. The net outflow of main funds was 15.52 million CNY, while large orders accounted for 31.53% of purchases and 32.40% of sales [1]. - Lingyun has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 233 million CNY on February 20, accounting for 22.27% of total trading volume [1]. Business Overview - Founded on August 13, 2002, and listed on July 6, 2022, Lingyun focuses on machine vision and optical communication, with its main business revenue composition being: intelligent visual equipment (34.69%), configurable visual systems (30.97%), optical communication products (27.44%), visual devices (5.31%), and service revenue (1.59%) [2]. - The company operates within the specialized equipment sector and is associated with various concept sectors, including the Apple supply chain and robotics [2]. Shareholder Information - As of August 20, the number of shareholders increased to 25,600, with an average of 18,028 circulating shares per person, a decrease of 6.21% from the previous period [2]. - Since its A-share listing, Lingyun has distributed a total of 92.2845 million CNY in dividends [3].