来源：新浪证券-红岸工作室 8月15日，捷邦科技涨10.46%，成交额4.51亿元，换手率17.15%，总市值73.78亿元。 异动分析 富士康概念+苹果概念+3D打印+锂电池概念+人民币贬值受益 1、公司直接客户主要为富士康、广达集团、仁宝电脑、可成科技、比亚迪等苹果组件生产商和制造服 务商，其中对第一大客户富士康的销售金额占营业收入的比例分别为 35.58%、 36.85%和 39.52%。 2、公司大部分产品应用于苹果的笔记本电脑和平板电脑，产品中最终应用于苹果终端产品的销售收入 占营业收入的比例分别为85.22%、 77.95%和 81.27%，比例较高，公司对苹果存在依赖。 3、2023年7月18日互动易回复：公司精密功能件和结构件产品有应用在3D打印机领域，客户主要为桌 面型3D打印机厂家Formlabs，涉及的主要产品为柔性树脂槽光学承载组件、柔性树脂槽密封双面胶、柔 性树脂槽锁紧防滑垫片等。 4、公司的碳纳米管产品主要为碳纳米管导电浆料，主要应用于动力锂电池和消费及储能锂电池领域。 公司目前已供货多家新能源厂商,包适宁德时代,比亚迪、亿纬锂能等。 5、根据2024年年报，公司海外营收占比为67 ...

今日科创板走强，机器人概念股强势回归，3D打印概念股表现活跃。截至收盘，科创100指数上涨 1.6%，科创综指上涨1.0%，上证科创板成长指数上涨0.7%，上证科创板50成份指数上涨0.6%。 | 科创板系列指数基本情况跟踪 | | | | | --- | --- | --- | --- | | | (2025年8月6日) | | | | 科创板50ETF | | | 588080 | | 跟踪上证科创板50成份指数 | | | | | 该指数由科创板中市值大、流动性 | �目 | 该指数 | 该指数自2020年 | | 好的50只股票组成,"硬科技"龙 | 该指数涨跌 | 寂动市盈率 | 发布以来估值分位 | | 头特征显著,半导体占比超60%, | | | | | 与医疗器械、软件开发、光伏设备 行业合计占比超75% | 0. 6% | 142. 2倍 | 98. 7% | | 科创100ETF易方达 | | | 588210 | | 跟踪上证科创板100指数 | | | | | 该指数由科创板中市值中等且流动 | �日 | 该指数 | | | 性较好的100只股票组成,聚焦中 | 该指数派跌 | 淡动市 ...

Market Overview - The A-share market opened positively with all three major indices in the green, with the Shanghai Composite Index up 0.10%, the Shenzhen Component Index up 0.29%, and the ChiNext Index up 0.63% [1][2] Stablecoin Sector - The stablecoin concept stocks surged, with notable gains in companies like Tianyang Technology, which hit the daily limit with a 20% increase, and other stocks such as Hailian Jinhui and Hengbao shares also reaching their limits [6][8] - The Hong Kong government has passed the "Stablecoin Regulation," establishing a licensing system for stablecoin issuers, effective from August 1 [8] Oil and Gas Sector - Oil and gas stocks showed strong performance, with Keli Co. reaching a 30% limit up, and other companies like Shandong Molong and Junyou shares also hitting their limits [10][12] - Following an Israeli attack on Iranian energy facilities, crude oil futures continued to rise, with domestic commodity futures also showing increases, including crude oil up over 6% [12][13] 3D Printing Sector - 3D printing concept stocks experienced significant movement, with Jin Chengzi reaching a 20% limit up within three minutes of opening, and other companies like Haizheng Shengcai and Beikang Technology also showing strong gains [3][14] Innovation Drug Sector - The innovation drug sector strengthened, with Guangsheng Tang hitting a 20% limit up, and other companies like Xinda Co. and Yuekang Pharmaceutical also showing notable increases [14]