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汇成股份跌2.14%,成交额11.48亿元,近5日主力净流入2420.82万
Xin Lang Cai Jing· 2025-10-10 07:52
来源:新浪证券-红岸工作室 10月10日,汇成股份跌2.14%,成交额11.48亿元,换手率7.10%,总市值164.64亿元。 异动分析 5、根据2024年年报,公司海外营收占比为54.15%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1.27亿,占比0.11%,行业排名121/165,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-205.43亿,连续2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-1.27亿-1295.32万2420.82万1.43亿2.65亿 主力持仓 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表: Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合,公司掌握的凸块制造技术是Chiplet的基础之一。在研发端,公司将以客户需求为导 向,基于凸块制造技术,纵向拓展技术边界,积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告:公司投 ...
汇成股份涨2.54%,成交额11.58亿元,近3日主力净流入4438.72万
Xin Lang Cai Jing· 2025-09-30 07:54
Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and testing services for integrated circuits, benefiting from the depreciation of the RMB and increasing demand in the semiconductor industry [2][3]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022. Its main business focuses on gold bumping technology and comprehensive testing services for display driver chips, with 90.25% of revenue coming from this segment [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit of 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has invested 89.41 million yuan in R&D during the reporting period, a 13.38% increase compared to the previous year [2]. Market Activity - On September 30, the stock price of the company increased by 2.54%, with a trading volume of 1.158 billion yuan and a turnover rate of 7.13%, leading to a total market capitalization of 16.258 billion yuan [1]. - The average trading cost of the stock is 15.61 yuan, with the stock currently near a resistance level of 20.05 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per shareholder, an increase of 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].
大港股份涨2.04%,成交额3.19亿元,主力资金净流入366.55万元
Xin Lang Cai Jing· 2025-09-30 05:53
Core Viewpoint - Dagang Co., Ltd. has shown a positive stock performance with a year-to-date increase of 15.88% and a recent market capitalization of 9.866 billion yuan [1] Financial Performance - For the first half of 2025, Dagang Co., Ltd. achieved operating revenue of 160 million yuan, representing a year-on-year growth of 10.04%, and a net profit attributable to shareholders of 31.7589 million yuan, up 3.99% year-on-year [2] Shareholder Information - As of August 8, 2025, the number of shareholders for Dagang Co., Ltd. increased to 89,100, a rise of 2.64%, while the average number of tradable shares per person decreased by 2.57% to 6,511 shares [2] - The company has cumulatively distributed 109 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, which increased its holdings by 620,100 shares to 3.218 million shares, and Hong Kong Central Clearing Limited, which entered as a new shareholder with 2.2249 million shares [3]
集成电路封测板块直线拉升,颀中科技涨超10%
Xin Lang Cai Jing· 2025-09-29 01:36
集成电路封测板块直线拉升,颀中科技涨超10%,甬矽电子、伟测科技、气派科技、汇成股份、晶方科 技等跟涨。 ...
汇成股份涨3.96%,成交额11.91亿元,近3日主力净流入1.27亿
Xin Lang Cai Jing· 2025-09-26 08:06
Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and semiconductor testing services, benefiting from the depreciation of the RMB and increasing demand in the industry. Group 1: Company Performance - On September 26, the company's stock rose by 3.96%, with a trading volume of 1.191 billion yuan and a turnover rate of 7.35%, bringing the total market capitalization to 15.897 billion yuan [1] - For the first half of 2025, the company achieved operating revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit attributable to shareholders of 96.0398 million yuan, up 60.94% year-on-year [7] - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8] Group 2: Industry Position and Strategy - The company specializes in high-end advanced packaging testing services for integrated circuits, with its main products being integrated circuit packaging and testing [2] - The company is focusing on advanced packaging technologies, including Chiplet, Fan-out, 2.5D/3D, and SiP, and has invested significantly in R&D, with expenditures of 89.4069 million yuan, a 13.38% increase from the previous year [2][3] - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3] Group 3: Shareholder and Market Dynamics - As of June 30, 2025, the number of shareholders was 20,300, a decrease of 0.64%, with an average of 28,512 circulating shares per person, an increase of 0.65% [7] - The main capital inflow for the stock today was 38.7488 million yuan, accounting for 0.03% of the total, with no significant trend in major capital movements observed [4][5]
通富微电跌2.04%,成交额21.83亿元,主力资金净流出1.04亿元
Xin Lang Cai Jing· 2025-09-26 02:42
Group 1 - The core viewpoint of the news is that Tongfu Microelectronics has experienced significant stock price increases and notable trading activity, indicating strong market interest and performance in the semiconductor packaging and testing sector [1][2][3] - As of September 26, Tongfu Microelectronics' stock price was 38.01 yuan per share, with a market capitalization of 57.684 billion yuan and a trading volume of 2.183 billion yuan [1] - The company has seen a year-to-date stock price increase of 28.83%, with a 51.49% rise over the past 60 days [1] Group 2 - For the first half of 2025, Tongfu Microelectronics reported revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit attributable to shareholders of 412 million yuan, up 27.72% [2] - The company has distributed a total of 4.54 billion yuan in dividends since its A-share listing, with 2.33 billion yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 6.46% to 276,000, while the average number of tradable shares per shareholder increased by 6.90% to 5,497 shares [2][3]
长电科技跌2.01%,成交额19.65亿元,主力资金净流出1.84亿元
Xin Lang Cai Jing· 2025-09-26 02:17
9月26日,长电科技盘中下跌2.01%,截至09:54,报41.93元/股,成交19.65亿元,换手率2.59%,总市值 750.30亿元。 资金流向方面,主力资金净流出1.84亿元,特大单买入2.10亿元,占比10.67%,卖出3.57亿元,占比 18.16%;大单买入5.21亿元,占比26.50%,卖出5.58亿元,占比28.39%。 长电科技今年以来股价涨3.00%,近5个交易日涨8.35%,近20日涨5.17%,近60日涨26.30%。 截至6月30日,长电科技股东户数31.90万,较上期减少1.37%;人均流通股5608股,较上期增加1.39%。 2025年1月-6月,长电科技实现营业收入186.05亿元,同比增长20.14%;归母净利润4.71亿元,同比减少 23.98%。 分红方面,长电科技A股上市后累计派现15.33亿元。近三年,累计派现8.05亿元。 机构持仓方面,截止2025年6月30日,长电科技十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股1.01亿股,相比上期增加1361.15万股。华泰柏瑞沪深300ETF(510300)位居第四大流通 股东,持股2557.08万股,相 ...
汇成股份跌0.05%,成交额11.24亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-25 07:54
来源:新浪证券-红岸工作室 9月25日,汇成股份跌0.05%,成交额11.24亿元,换手率7.44%,总市值152.92亿元。 异动分析 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表: Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合,公司掌握的凸块制造技术是Chiplet的基础之一。在研发端,公司将以客户需求为导 向,基于凸块制造技术,纵向拓展技术边界,积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告:公司投入大量资金持续建设研发中心、吸纳技术人才,研发凸块制造技术及车 规级芯片、存储芯片等其他细分领域封装技术。 本报告期研发投入 8,940.69万元,较上年同期增长 13.38%。 3、2024年7月3日公司投资者关系活动记录表:公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 区间今日近3日近5日近10日近 ...
大港股份涨2.10%,成交额3.45亿元,主力资金净流出973.85万元
Xin Lang Zheng Quan· 2025-09-25 05:23
Core Viewpoint - Dagang Co., Ltd. has shown a positive stock performance with a year-to-date increase of 16.22% and a recent trading volume indicating active market interest [1][2] Financial Performance - For the first half of 2025, Dagang Co., Ltd. reported a revenue of 160 million yuan, representing a year-on-year growth of 10.04%, and a net profit attributable to shareholders of 31.76 million yuan, up by 3.99% [2] - The company has cumulatively distributed 109 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of August 8, 2025, the number of shareholders increased to 89,100, a rise of 2.64%, while the average circulating shares per person decreased by 2.57% to 6,511 shares [2] - Notable institutional holdings include Southern CSI 1000 ETF as the third-largest shareholder with 3.218 million shares, an increase of 620,100 shares from the previous period [3] Stock Market Activity - On September 25, 2025, Dagang Co., Ltd.'s stock price reached 17.05 yuan per share, with a trading volume of 345 million yuan and a turnover rate of 3.59% [1] - The stock experienced a net outflow of 9.7385 million yuan from major funds, with significant buying and selling activity from large orders [1]
9月25日早间重要公告一览
Xi Niu Cai Jing· 2025-09-25 05:04
Group 1 - Shengke Communication's shareholding by the National Integrated Circuit Industry Investment Fund has decreased from 19.6% to 15% after a total reduction of 18.8569 million shares [1] - Guoxin Technology plans to reduce its shares by up to 4.5% through various trading methods between September 30, 2025, and December 29, 2025 [1][2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, aimed at semiconductor memory testing [4][5] Group 2 - Nanxin Pharmaceutical's shareholder plans to reduce shares by up to 3%, totaling 823.2 million shares, due to funding needs [6] - *ST Taihe's shareholder intends to reduce shares by up to 3% for operational management needs [7] - Xincheng Technology's shareholders and directors plan to reduce shares by up to 2.03% due to personal funding needs [8] Group 3 - Huati Technology is planning to acquire shares of Huayi Microelectronics, leading to a stock suspension due to uncertainties [9] - Ruima Precision's subsidiary has received a project notification with a total lifecycle sales estimate of approximately 5.56 billion yuan [10] - Guoguang Electric's shareholders plan to reduce shares by up to 3.85% through various trading methods [10] Group 4 - Cangge Mining's shareholder plans to reduce shares by up to 0.6% due to funding needs [11] - Jujiao Co., Ltd. intends to reduce shares by up to 3% due to personal funding arrangements [12] - Maqu'er plans to reduce shares by up to 2% due to funding needs [13] Group 5 - Caesar Travel's subsidiary intends to acquire 100% equity of Qingdao Hansa for 16 million yuan [14] - Xinde New Materials' shareholders plan to reduce shares by up to 3% through various trading methods [15] - Huadong Heavy Machinery's shareholders plan to reduce shares by up to 1.5% [16] Group 6 - Zhejiang Zhongcheng's shareholder plans to reduce shares by up to 3% due to personal funding needs [17] - Huaxi Securities' shareholder plans to reduce shares by up to 1% due to liquidity needs [18] - Ameng Pharmaceutical's major shareholder opposes the introduction of a strategic investor due to concerns over financial strength and compliance [19] Group 7 - *ST Rindong plans to invest 100 million yuan in Jiangyuan Technology, with a post-investment shareholding of 4.14% [20][21] - International Industry plans to issue shares to its controlling shareholder to raise no more than 662 million yuan for working capital [22][23]