来源：新浪证券-红岸工作室 1月7日，汇成真空涨3.96%，成交额7.14亿元，换手率12.29%，总市值143.73亿元。 异动分析 芯片概念+第三代半导体+PET铜箔+苹果概念+专精特新 1、招股说明书：镀膜设备作为芯片制造过程中核心的三大设备（光刻、刻蚀和镀膜）之一，对设备的 可靠性、稳定性和一致性提出了极高的要求。公司产品主要为 PVD 真空镀膜设备。根据公司官网，公 司原子层沉积(ALD)技术是将物质以单原子膜形式过循环反应逐层沉积在基底表面，形成对复杂形貌的 基底表面全覆盖成膜的方法，在结构复杂、薄膜厚度要求精准的先进逻辑芯片、DRAM和3D NAND制 造中，ALD是必不可少的核心设备之一。 2、根据2024年年报：六英寸碳化硅晶圆高温氧化炉多片机开发已完成设备开发 3、根据公司招股说明书：公司目前已推向市场的PVD 铜箔复合集流体应用设备。 4、据招股说明书：发行人主要客户包括苹果公司、富士康、比亚迪、捷普、沃格光电、日久光电、宏 旺等国内外知名企业和科研院所，该等客户较多是行业内知名的生产企业，公司凭借自身生产能力、产 品和服务质量、技术创新、快速响应等多方面的优势获得了这些国内外大型知名企 ...

证券研究报告 2025 年 12 月 24 日 星期三 【A 股市场大势研判】 三大指数收微红 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3919.98 | 0.07% | 2.61 | | | 深证成指 | 13368.99 | 0.27% | 36.26 | | | 沪深 300 | 4620.73 | 0.20% | 9.11 | | | 创业板 | 3205.01 | 0.41% | 13.03 | | | 科创 50 | 1340.02 | 0.36% | 4.77 | | | 北证 50 | 1439.94 | -0.64% | -9.34 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 电力设备 | 1.12% | 社会服务 | -2.07% ...

43股收盘价创历史新高 今日（12月23日）A股三大指数收涨，市场全天成交额达1.92万亿元，较前一交易日放量超300亿元；收 盘上涨个股超1500只，其中收盘股价涨停的有68只。 盘面上，氟化工、PET铜箔、液冷服务器等概念领涨；太赫兹、军工信息化、赛马等概念跌幅居前。 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有43股收盘价创历史新高。 从行业属性来看，电子、有色金属、机械设备行业创新高的个股较为集中，分别有11股、7股、7股出现 在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨6.66%，涨停的有同飞股份、奕东电子、美 埃科技等；涨幅居前的有苏州天脉、安达智能、鼎泰高科等。 | 12月23日收盘价创历史新高股涨幅排名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 日涨幅 | 收盘价 | 代码 | 行业 | 简称 | (元) | (%) | | 机械设备 | 300990 | 同飞股份 | 93.00 | 20.00 | | | | 72.53 | 电子 | 301123 | 奕东电子 | 20.00 | ...

根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：光刻机、氟化工概念与光刻胶。排名前10位的概念板块相关数据见下 表： 一、强势个股 | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 光刻机 | 2.11 | | | 氟化工概念 | 1.8 | | | 光刻胶 | 1.61 | | | PET铜箔 | 1.57 | | | 中芯国际概念 | 1.57 | | | 液冷服务器 | 1.56 | | | PVDF概念 | 1.43 | | | 有机硅概念 | 1.4 | | | 钠离子电池 | 1.4 | | | 固态电池 | 1.19 | | 截至12月23日收盘，上证综指上涨0.07%，收于3919.98点，深证成指上涨0.27%，收于13368.99点，创业板指上涨0.41%，收于3205.01点。今日沪深两市A股 共计68只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：鹭燕医药（002788）、神剑股份（002361）与楚环科技 （001336）。今日强势个股前10位具体数据见下表： （文章来源：21世纪经济报道 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻机 | 2.11 | 太赫兹 | -2.72 | | 氟化工概念 | 1.80 | 军工信息化 | -2.54 | | 光刻胶 | 1.61 | DRG/DIP | -2.53 | | PET铜箔 | 1.57 | 赛马概念 | -2.38 | | 中芯国际概念 | 1.57 | 卫星导航 | -2.35 | | 液冷服务器 | 1.56 | 华为盘古 | -2.25 | | PVDF概念 | 1.43 | 天津自贸区 | -2.15 | | 有机硅概念 | 1.40 | 移动支付 | -2.06 | | 钠离子电池 | 1.40 | 冰雪产业 | -1.86 | | 固态电池 | 1.19 | 无人零售 | -1.83 | 资金面上看，今日PET铜箔概念板块获主力资金净流入6.65亿元，其中，22股获主力资金净流入，7股 主力资金净流入超5000万元，净流入资金居首的是东材科技，今日主力资金净流入2.28亿元，净流入资 金居前的还有铜冠铜箔、捷佳伟创、诺德 ...

截至12月17日收盘，PET铜箔概念上涨2.73%，位居概念板块涨幅第9，板块内，39股上涨，江南新材涨 停，骄成超声、德福科技、东材科技等涨幅居前，分别上涨13.54%、12.53%、8.92%。跌幅居前的有光 莆股份、同益股份、汇成真空等，分别下跌1.85%、1.64%、1.06%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 3.76 | 海南自贸区 | -2.09 | | 铜缆高速连接 | 3.55 | 赛马概念 | -1.08 | | 液冷服务器 | 3.35 | 网约车 | -0.90 | | 金属铅 | 3.20 | 自由贸易港 | -0.90 | | 中国AI 50 | 3.18 | 军工信息化 | -0.70 | | AI PC | 3.11 | 转基因 | -0.65 | | 同花顺果指数 | 3.08 | 租售同权 | -0.64 | | 光纤概念 | 2.99 | 粮食概念 | -0.60 | | PET铜箔 | 2.73 | 生态农业 | -0.55 | ...

Core Viewpoint - The company, Guangdong Huicheng Vacuum Technology Co., Ltd., has shown significant market activity with a stock price increase of 4.36% and a trading volume of 475 million yuan, indicating strong investor interest and market confidence [1]. Group 1: Company Overview - Guangdong Huicheng Vacuum Technology Co., Ltd. specializes in the research, production, and sales of vacuum coating equipment, providing vacuum application solutions [7]. - The company was established on August 14, 2006, and is located in Dongguan, Guangdong Province [7]. - The main revenue sources include industrial vacuum coating equipment (49.29%), other consumer products (19.27%), scientific research (10.64%), consumer electronics (9.91%), technical services (5.88%), and accessories (5.01%) [7]. Group 2: Market Position and Clientele - The company has developed a PVD copper foil composite current collector application equipment, which is now on the market [3]. - Major clients include well-known companies such as Apple, Foxconn, BYD, Jabil, and others, indicating strong recognition and integration into the supply chains of these industry leaders [3]. - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China, highlighting its focus on niche markets and strong innovation capabilities [3]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 304 million yuan, a year-on-year decrease of 29.54%, and a net profit of 17.65 million yuan, down 72.62% year-on-year [8]. - Cumulative cash dividends since the company's A-share listing amount to 55 million yuan [9]. Group 4: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 18,300, a rise of 77.08%, while the average circulating shares per person decreased by 43.53% [8]. - The stock has seen a net inflow of 53.625 million yuan from major investors today, with a total net inflow of 69.226 million yuan over the past three days [5].

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 and consumer electronics industries, with significant recognition from major clients such as Apple and BYD [2][3][7]. 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, and sales of vacuum coating equipment and related technical services [7]. - 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 [7]. Market Position and Clientele - The company has developed a PVD copper foil composite current collector application equipment and has completed the development of a six-inch silicon carbide wafer high-temperature oxidation furnace multi-slice machine [3]. - Major clients include well-known enterprises and research institutions such as Apple, Foxconn, BYD, Jabil, and others, indicating strong market recognition and integration into the supply chain of these large companies [3]. Financial Performance - As of January to September 2025, the company achieved an operating income of 304 million yuan, a year-on-year decrease of 29.54%, and a net profit attributable to the parent company of 17.65 million yuan, down 72.62% year-on-year [8]. - The company has distributed a total of 55 million yuan in dividends since its A-share listing [9]. Stock Market Activity - On November 27, the stock price of Huicheng Vacuum fell by 0.61%, with a trading volume of 249 million yuan and a turnover rate of 5.03%, resulting in a total market capitalization of 11.974 billion yuan [1]. - The stock has seen a net inflow of 15.41 million yuan from major investors today, with a total of 1.83 million shareholders as of September 30, indicating a 77.08% increase compared to the previous period [4][8].

Group 1 - The PET copper foil concept declined by 2.37%, ranking among the top declines in the concept sector, with companies like Tongguan Copper Foil, Yinglian Co., and Jiangnan New Materials experiencing significant drops [1] - Among the concept stocks, five saw price increases, with Putailai, Ashi Chuang, and Tongyi Co. leading the gains at 1.79%, 1.72%, and 1.24% respectively [1] - The PET copper foil sector experienced a net outflow of 1.749 billion yuan in main funds, with 40 stocks seeing net outflows, and seven stocks exceeding 50 million yuan in outflows [2] Group 2 - The leading stocks in terms of net outflow included Xian Dao Intelligent with a net outflow of 335 million yuan, followed by Tongguan Copper Foil and Shengli Precision with outflows of 312 million yuan and 173 million yuan respectively [2][3] - The stocks with the highest net inflows included Sanfu New Science and Technology, Ashi Chuang, and Oke Technology, with inflows of 2.7088 million yuan, 1.3991 million yuan, and 527,700 yuan respectively [2][3] - The trading volume for the top outflowing stocks showed significant turnover rates, with Tongguan Copper Foil at 7.04% and Shengli Precision at 7.96% [3]

Core Points - The PET copper foil sector experienced a decline of 1.20%, ranking among the top losers in the market [1] - Major stocks within the sector, such as XianDao Intelligent and HaiLiang Co., saw significant drops, while stocks like GuangPu Co. and YuXing Co. recorded gains [1] Market Performance - The top-performing concept sectors included Hainan Free Trade Zone (+4.81%), Dye (+3.61%), and PVDF Concept (-1.57%) [2] - The PET copper foil sector had a net outflow of 1.468 billion yuan, with 29 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2] Key Stocks - XianDao Intelligent led the outflow with a net withdrawal of 737.46 million yuan, followed by DeFu Technology and TongGuan Copper Foil [2][3] - Stocks with net inflows included JiaYuan Technology, HengLi Petrochemical, and ZhongYi Technology, with inflows of 25.49 million yuan, 24.96 million yuan, and 24.19 million yuan respectively [2] Stock Performance - Notable declines in stock prices included XianDao Intelligent (-6.37%), DeFu Technology (-4.79%), and HaiLiang Co. (-4.87%) [3] - Conversely, GuangPu Co. (+2.59%), YuXing Co. (+2.35%), and SanFu New Science (+1.74%) were among the few stocks that gained [1][3]