异动分析 光刻机+中芯国际概念+芯片概念+PM2.5 1、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设备端自带风 机过滤机组）及 ULPA（超高效过滤器）等产品，亦已验收合格，助力国内光刻机事业突破卡脖子技术 难题。此外，在海外市场，公司系Intel、 ST Microelectronics 等国际半导体厂商的合格供应商，为其提 供空气净化产品。公司在前述产品核心技术指标、客户信赖度等方面，可与国际品牌平行竞争，处于国 内品牌领先的地位。 来源：新浪证券-红岸工作室 9月4日，美埃科技跌6.85%，成交额2.40亿元，换手率9.78%，总市值61.56亿元。 今日主力净流入-3638.52万，占比0.15%，行业排名27/29，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-2.15亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-3638.52万-3926.53万-6001.86万-3867.87万-2963.47万 ...

Company Overview - Silver Wheel Co., Ltd. is located in Tiantai County, Zhejiang Province, and was established on March 10, 1999. The company was listed on April 18, 2007. Its main business involves the research, production, and sales of heat exchangers for oil, water, gas, and refrigerants, automotive air conditioning and related thermal management products, as well as exhaust after-treatment systems [1]. Financial Performance - For the first half of 2025, Silver Wheel achieved operating revenue of 7.168 billion yuan, representing a year-on-year growth of 16.52%. The net profit attributable to the parent company was 441 million yuan, an increase of 9.53% year-on-year [2]. - Since its A-share listing, Silver Wheel has distributed a total of 635 million yuan in dividends, with 245 million yuan distributed over the past three years [3]. Stock Performance - As of September 3, Silver Wheel's stock price was 36.48 yuan per share, with a market capitalization of 30.453 billion yuan. The stock has increased by 96.12% year-to-date, with a recent decline of 2.38% over the last five trading days [1]. - The company has appeared on the trading leaderboard twice this year, with the most recent appearance on March 4, where it recorded a net purchase of 344 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Silver Wheel was 56,800, an increase of 12.11% from the previous period. The average number of circulating shares per person was 13,797, a decrease of 10.80% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 10.1643 million shares, a decrease of 10.0456 million shares from the previous period. Meanwhile, the Southern CSI 1000 ETF increased its holdings by 1.489 million shares to 771.88 million shares [3]. Industry Context - Silver Wheel operates within the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems. The company is involved in several concept sectors, including exhaust treatment, National VI standards, automotive thermal management, transparent factories, and PM2.5 [2].

9月3日，再升科技盘中下跌2.17%，截至10:02，报5.41元/股，成交6037.52万元，换手率1.08%，总市值 55.27亿元。 资金流向方面，主力资金净流出803.38万元，特大单买入0.00元，占比0.00%，卖出136.75万元，占比 2.27%；大单买入885.44万元，占比14.67%，卖出1552.07万元，占比25.71%。 再升科技今年以来股价涨61.49%，近5个交易日跌9.08%，近20日涨15.11%，近60日涨48.22%。 今年以来再升科技已经7次登上龙虎榜，最近一次登上龙虎榜为8月18日。 资料显示，重庆再升科技股份有限公司位于重庆市渝北区回兴街道婵衣路1号，成立日期2007年6月28 日，上市日期2015年1月22日，公司主营业务涉及微纤维玻璃棉及其制品的研发、生产和销售。主营业 务收入构成为：高效节能材料51.74%，干净空气材料33.29%，无尘空调产品10.73%，其他(补 充)4.24%。 再升科技所属申万行业为：建筑材料-玻璃玻纤-玻纤制造。所属概念板块包括：PM2.5、新材料、融资 融券、QFII持股、节能环保等。 截至6月30日，再升科技股东户数3.35万 ...

截至6月30日，再升科技股东户数3.35万，较上期减少10.30%；人均流通股30517股，较上期增加 11.49%。2025年1月-6月，再升科技实现营业收入6.58亿元，同比减少12.29%；归母净利润6028.78万 元，同比减少20.84%。 责任编辑：小浪快报 分红方面，再升科技A股上市后累计派现6.85亿元。近三年，累计派现1.48亿元。 今年以来再升科技已经7次登上龙虎榜，最近一次登上龙虎榜为8月18日。 资料显示，重庆再升科技股份有限公司位于重庆市渝北区回兴街道婵衣路1号，成立日期2007年6月28 日，上市日期2015年1月22日，公司主营业务涉及微纤维玻璃棉及其制品的研发、生产和销售。主营业 务收入构成为：高效节能材料51.74%，干净空气材料33.29%，无尘空调产品10.73%，其他(补 充)4.24%。 机构持仓方面，截止2025年6月30日，再升科技十大流通股东中，富国沪深300指数增强A/B（100038） 位居第六大流通股东，持股405.13万股，为新进股东。 再升科技所属申万行业为：建筑材料-玻璃玻纤-玻纤制造。所属概念板块包括：PM2.5、新材料、融资 融券、QFII持股、 ...

8月27日，再升科技盘中上涨2.09%，截至09:49，报6.35元/股，成交1.26亿元，换手率1.97%，总市值 64.88亿元。 再升科技所属申万行业为：建筑材料-玻璃玻纤-玻纤制造。所属概念板块包括：PM2.5、融资融券、中 芯国际概念、QFII持股、新能源车等。 截至6月30日，再升科技股东户数3.35万，较上期减少10.30%；人均流通股30517股，较上期增加 11.49%。2025年1月-6月，再升科技实现营业收入6.58亿元，同比减少12.29%；归母净利润6028.78万 元，同比减少20.84%。 分红方面，再升科技A股上市后累计派现6.85亿元。近三年，累计派现1.48亿元。 机构持仓方面，截止2025年6月30日，再升科技十大流通股东中，富国沪深300指数增强A/B（100038） 位居第六大流通股东，持股405.13万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入329.76万元，特大单买入811.55万元，占比6.44%，卖出682.02万元，占 比5.42%；大单买入2195.03万元，占比17.43%，卖出1994.80万元，占比15.84%。 再升科技今 ...

Core Viewpoint - The company, 美埃(中国)环境科技股份有限公司, is positioned as a leading player in the air purification and environmental governance sector, particularly in the semiconductor industry, with significant growth potential due to its technological advancements and market positioning [2][3]. Company Overview - 美埃科技 specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a revenue composition of 88.04% from fan filter units and filter products [7]. - The company was established on June 21, 2001, and went public on November 18, 2022, with a current market capitalization of 6.72 billion [1][7]. Technological Advancements - The company has developed the first domestic 28nm lithography equipment and provides high-standard cleanroom environments, which are crucial for semiconductor manufacturing [2]. - It has been a long-term supplier to 中芯国际, providing essential air purification equipment that meets stringent cleanliness requirements for advanced semiconductor processes [3]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 317 million, representing a year-on-year growth of 16.02%, and a net profit of 41.92 million, up by 18.45% [8][9]. - Cumulative cash dividends since the company's A-share listing amount to 80.64 million [9]. Market Position - 美埃科技 has been recognized as a national-level "specialized, refined, and innovative" small giant, indicating its leading position in the domestic semiconductor cleanroom equipment market [2]. - The company is also a qualified supplier for international semiconductor manufacturers such as Intel and ST Microelectronics, enhancing its competitive edge [2].

来源：新浪证券-红岸工作室 8月1日，美埃科技跌4.24%，成交额1.11亿元，换手率4.93%，总市值58.33亿元。 异动分析 中芯国际概念+光刻机+芯片概念+节能环保+PM2.5 1、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 3、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要产品是风机过滤单元、过滤器产品、空气净化设备。2021年底，公司获国家级专精特 新"小巨人"称号，成为国内电子半导体洁净室设备龙头企业。 4、公司自设立以来，深耕空气净化领域产品的研发和生产，从最初的初中效过滤器开始，不断拓展市 场，提升技术，形成以过滤器产品、风机过滤单元、空气净化设备为主、应用于各领域的一系列空气净 化产品。 资金分析 2、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设 ...