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热文:年内打新盈亏地图
Hua Er Jie Jian Wen· 2025-08-13 23:12
Core Insights - The A-share new stock market has seen 105 new listings as of May 6, 2023, with 84 stocks rising on their first day, 5 with no change, and 16 experiencing a decline [1][3]. Performance by Market Segment - The main board and the Sci-Tech Innovation Board have shown relatively stable performance, with only 1 stock breaking below its issue price in each segment [4]. - Among the 29 new stocks listed on the Beijing Stock Exchange, 6 have broken below their issue price, and 5 have shown no change; 8 out of 24 new stocks on the ChiNext have also broken below their issue price [5]. Sector Performance - The beauty and personal care sector had the highest average first-day increase, exceeding 100%, although only 1 stock was listed in this category [6]. - The computer sector has performed notably well, with no stocks breaking below their issue price and an average first-day increase of over 77% [6]. Notable Stock Performances - The highest first-day increase was recorded by Zhongdian Port, which rose by 221.55% on its debut [8]. - Sichuan Gold has achieved the highest overall increase this year, with a rise of 498.45% after 13 consecutive days of trading at the opening price [10][11]. - Yutai Microelectronics is identified as the most profitable new stock, with a first-day closing increase of 152.7%, allowing investors to earn up to 70,200 yuan per share [12][13][14]. Upcoming New Listings - A total of 10 new stocks are set to begin subscription from May 8 to May 12, 2023, including companies in various sectors such as financial services, medical devices, and environmental engineering [19][20][21][22][23][24][25][26][27].
好上好股价微跌1.42%,新增“深圳特区”概念引关注
Jin Rong Jie· 2025-08-13 13:12
截至2025年8月13日15时,好上好股价报32.73元,较前一交易日下跌1.42%。当日成交量为34.55万手, 成交额达11.22亿元,换手率为22.42%。 数据显示,好上好当日主力资金净流出7704.49万元,近五日主力资金累计净流出8846.87万元。 风险提示:市场有风险,投资需谨慎。 好上好所属板块包括电子元件、广东板块、华为海思等。公司注册地址位于深圳市前海深港合作区,主 营业务涵盖电子元器件分销及相关技术服务。 2025年8月13日,好上好新增"深圳特区"概念,因其注册地址位于深圳市前海深港合作区。 ...
云汉芯城,终于要上市了
芯世相· 2025-08-13 05:52
Core Viewpoint - Yunhan Chip City has successfully obtained approval for its IPO after a lengthy process of approximately three and a half years, marking a significant milestone for the company and the semiconductor distribution industry [2][6][34]. Group 1: IPO Process and Timeline - The China Securities Regulatory Commission approved Yunhan Chip City's IPO application on July 31, 2025, allowing it to list on the Shenzhen Stock Exchange's Growth Enterprise Market [2]. - The company plans to raise 522 million yuan, focusing on upgrading its big data center, component trading platform, and smart shared warehousing [5]. - The timeline for Yunhan's IPO process included 23 months from acceptance to approval, 16 months from approval to registration submission, and nearly 5 months for registration, totaling about 43 months [11]. Group 2: Financial Performance - Yunhan's revenue from 2021 to 2024 showed fluctuations, with revenues of 38.36 billion yuan in 2021, peaking at 43.33 billion yuan in 2022, and declining to 26.37 billion yuan in 2023 and 25.77 billion yuan in 2024 [12]. - The net profit also decreased significantly, from 1.61 billion yuan in 2021 to 883.83 million yuan in 2024, reflecting a challenging market environment [12]. - In 2024, despite a slight revenue decline of 2.27%, the net profit after deducting non-recurring items increased by 19.77% [15]. Group 3: Market Dynamics and Business Model - The semiconductor market experienced a significant downturn after a period of high demand, leading to a 39.14% revenue drop for Yunhan in 2023 [14]. - Yunhan's business model focuses on serving small-batch, diverse, and fast-delivery needs, positioning itself as a "distributor of distributors" [19][26]. - The company collaborates with over 2,500 suppliers, including major brands like NXP and Arrow, and has registered over 696,500 users by the end of 2024 [19]. Group 4: Comparison with Competitors - Compared to competitors like Jialichuang, Yunhan's revenue structure is heavily weighted towards B2B sales, which accounted for 98.76% of its total revenue in 2024 [23]. - Jialichuang, while also an e-commerce platform, operates more as a manufacturing company, achieving higher overall revenue and profit margins [26]. - The average order value for Yunhan in 2024 was 3,900 yuan, significantly higher than Jialichuang's average of 400 yuan, indicating a different customer base and purchasing behavior [31]. Group 5: Future Outlook - Yunhan forecasts a revenue of 620 to 640 million yuan for Q1 2025, representing a year-on-year growth of 9.58% to 13.12% [18]. - The company is expected to benefit from the ongoing recovery in the semiconductor market, although it remains sensitive to market fluctuations [34].
民德电子:8月12日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-12 09:19
每经AI快讯,民德电子(SZ 300656,收盘价:27.85元)8月12日晚间发布公告称,公司第四届第十三 次董事会会议于2025年8月12日在公司会议室以现场和通讯相结合的方式召开。会议审议了《关于召开 2025年第二次临时股东大会的议案》等文件。 2024年1至12月份,民德电子的营业收入构成为:制造业占比76.68%,租赁业占比11.29%,电子元器件 分销行业占比9.7%,功率半导体行业占比2.34%。 截至发稿,民德电子市值为48亿元。 每经头条(nbdtoutiao)——未收车就要结清20多万元尾款,否则5000元定金作废?小米汽车知情人 士:涉及两种特殊情况;律师解读→ (记者 王瀚黎) ...
深圳华强:接受万柏基金调研
Mei Ri Jing Ji Xin Wen· 2025-08-12 03:51
2024年1至12月份,深圳华强的营业收入构成为:电子元器件分销占比96.27%,电子专业市场经营与服 务占比2.56%,物业经营及其他分部占比1.17%。 (文章来源:每日经济新闻) 深圳华强(SZ 000062,最新价:27.31元)发布公告称,2025年8月8日,深圳华强接受万柏基金调研, 公司董事会秘书王瑛参与接待,并回答了投资者提出的问题。 ...
深圳华强(000062) - 2025年8月8日投资者关系活动记录表
2025-08-12 02:31
Group 1: Market Trends and Price Observations - The prices of electronic components have experienced a downward trend for two consecutive years in 2023 and 2024, with most prices now at the bottom [1] - Intense price competition is accelerating the reshuffling of the upstream chip design industry and the clearing of excess capacity [1] - There is potential for quality manufacturers in the industry to raise prices, but the timing and widespread trend of such increases remain to be observed [1] Group 2: Partnerships and Collaborations - The company is a major authorized distributor for HiSilicon, promoting various IC products and has seen significant revenue growth in HiSilicon product lines in 2024 and Q1 of this year [1] - The company has received the "Gold Component Partner" certification from Ascend, aiming to leverage its distribution strength and application development capabilities to enhance Ascend AI applications, particularly in industrial inspection, intelligent color selection, autonomous mobile robots (AMR), and low-altitude aircraft [2]
云汉芯城IPO:电子元器件B2B龙头,破解“小单困境”加速国产化进程
梧桐树下V· 2025-08-08 12:14
Core Viewpoint - Yunhan Chip City has successfully registered for IPO, showcasing its growth and resilience in the electronic components distribution industry, driven by digital transformation and a robust supply chain ecosystem [1][3]. Group 1: Company Overview - Yunhan Chip City, established in 2008, has evolved from offline distribution to a leading B2B online marketplace, addressing inefficiencies in traditional trading models [2]. - The company’s B2B sales account for over 99% of its business, covering a wide range of products including semiconductors, passive components, and connectors [2]. Group 2: Financial Performance - From 2020 to 2022, the company’s revenue surged from 1.534 billion to 4.333 billion, achieving a compound annual growth rate (CAGR) of 68.08% [3]. - In 2023, the company reported revenue of 2.637 billion, reflecting a decline in line with global semiconductor market trends [3]. - The net profit attributable to the parent company for 2024 is projected to be 84.08 million, a year-on-year increase of 19.77% [3]. Group 3: Market Position and Recognition - Yunhan Chip City has climbed from 23rd to 15th in the ranking of domestic electronic component distributors in China from 2020 to 2022, solidifying its position in the online distribution sector [4]. Group 4: Supply Chain Innovation - The company addresses the "small order dilemma" in the electronic components market by leveraging digital solutions to meet the fragmented demand from small and medium enterprises [5][6]. - By integrating real-time inventory data from over 2,500 suppliers, Yunhan Chip City has created a resource pool with 27.99 million SKUs, enabling rapid order fulfillment [6]. Group 5: Industry Trends and Opportunities - The global electronic components market is projected to exceed one trillion dollars, with significant growth driven by advancements in 5G, AI, and IoT technologies [8]. - The semiconductor market alone is expected to reach 627.6 billion in 2024, with a year-on-year growth of 19.12% [8]. Group 6: Domestic Market Development - Yunhan Chip City has partnered with over 500 domestic component manufacturers, facilitating the localization of production for more than 4,000 manufacturing enterprises [9]. - The company plans to raise 522 million through its IPO to enhance its data center, component trading platform, and collaborative manufacturing services [9][10].
好上好:截至2025年7月31日,公司合并普通账户和融资融券信用账户为60772户
Zheng Quan Ri Bao Wang· 2025-08-07 09:42
Core Insights - The company, Haoshanghao (001298), reported that as of July 31, 2025, it expects to have a total of 60,772 accounts combining both ordinary and margin trading credit accounts [1] Summary by Category - **Company Performance** - The company anticipates a total of 60,772 accounts by the specified date, indicating growth in its customer base [1] - **Market Position** - The increase in accounts suggests a strengthening position in the market, potentially reflecting increased investor interest and engagement [1] - **Future Outlook** - The projection for account growth until mid-2025 indicates a positive outlook for the company's operations and market strategy [1]
力源信息:2025年上半年净利润9613.04万元,同比增长65.79%
Xin Lang Cai Jing· 2025-08-06 10:02
力源信息公告,2025年上半年营业收入40.34亿元,同比增长17.46%。净利润9613.04万元,同比增长 65.79%。 ...
中电港股价微涨0.30% 股东户数较上期下降25.16%
Jin Rong Jie· 2025-08-05 15:59
Group 1 - The latest stock price of China Electric Port is 20.26 yuan, reflecting an increase of 0.06 yuan or 0.30% compared to the previous trading day's closing price [1] - The opening price on the same day was 20.24 yuan, with a highest price of 20.28 yuan and a lowest price of 20.13 yuan, resulting in a trading volume of 109,040 lots and a transaction amount of 220 million yuan [1] - As of July 31, the number of shareholders for China Electric Port was 87,922, which represents a decrease of 25.16% compared to July 20 [1] Group 2 - On August 5, 2025, the net outflow of main funds for China Electric Port was 16.5735 million yuan, accounting for 0.19% of the circulating market value [1] - Over the past five days, the net outflow of main funds totaled 104.7654 million yuan, which is 1.18% of the circulating market value [1] - The company operates in the electronics industry, focusing on electronic component distribution, technical support, and supply chain services [1]