专用设备制造业

Search documents
研报掘金丨中邮证券:首予宇晶股份“增持”评级,二季度业绩环比改善明显
Ge Long Hui· 2025-09-19 07:57
格隆汇9月19日|中邮证券研报指出,宇晶股份2025H1实现归母净利润0.12亿元,同比-74.72%; 2025Q2实现归母净利润0.51亿元,同比+212.31%,环比+229.82%。二季度业绩环比改善明显。受AI技 术等因素驱动带来的消费电子产品创新喷发,下游客户产品设计、工艺变化,产业景气度持续回暖,公 司订单呈向好趋势。SiC切磨抛设备国产替代有望加速。公司应用于碳化硅衬底材料加工的6-8英寸高精 密数控切、磨、抛设备已实现批量销售,成为碳化硅衬底加工设备的主要供应商之一;应用于半导体12 寸硅片切割的高精密多线切割设备研发进展顺利。首次覆盖,给予"增持"评级。 ...
华泰联合保荐拉普拉斯IPO项目质量评级B级 实际募集金额缩水超6成
Xin Lang Zheng Quan· 2025-09-19 07:54
(一)公司基本情况 全称:拉普拉斯新能源科技股份有限公司 简称:拉普拉斯 代码:688726.SH IPO申报日期:2023年6月19日 上市日期:2024年10月29日 上市板块:上证科创板 所属行业:专用设备制造业 IPO保荐机构:华泰联合证券 保荐代表人:张新星、罗剑群 IPO承销商:华泰联合证券 IPO律师:广东信达律师事务所 (1)信披情况: 被要求修改"行业主要法律法规政策及对发行人经营发展的影响"部分披露的内容,披露公司产品对应国 家科技创新战略的具体情况;被要求说明"光伏高端装备研发生产总部基地项目"和"半导体及光伏高端 设备研发制造基地项目"的区别,在项目建设内容雷同的情况下说明拟建设两个募投项目的必要性;被 要求披露本次发行前各股东间的一致行动关系;被要求全面梳理"重大事项提示"各项内容,突出重大 性,增强针对性,强化风险导向,删除针对性不强的表述,按重要性进行排序。 (2)监管处罚情况:不扣分 (3)舆论监督:不扣分 (4)上市周期:不扣分 2024年度已上市A股企业从申报到上市的平均天数为629.45天,拉普拉斯的上市周期是498天,低于整体 均值。 (5)是否多次申报:不属于,不扣分 ...
中信建投保荐健尔康IPO项目质量评级B级 实际募集金额缩水超4成 上市首年增收不增利
Xin Lang Zheng Quan· 2025-09-19 07:48
(一)公司基本情况 全称:健尔康医疗科技股份有限公司 简称:健尔康 代码:603205.SH IPO申报日期:2022年6月22日 上市日期:2024年11月7日 上市板块:上证主板 所属行业:专用设备制造业 IPO保荐机构:中信建投证券 保荐代表人:朱北航、吕岩 IPO承销商:中信建投证券 IPO律师:上海市广发律师事务所 IPO审计机构:天衡会计师事务所(特殊普通合伙) (二)执业评价情况 (1)信披情况: 被要求说明分析发行人是否符合主板定位;被要求说明是否符合《监管规则适用指引——发行类第5 号》的相关要求;被要求说明关于前述产品属于非医疗器械的界定是否准确;被要求进一步说明2020年 进行大规模项目研发的合理性。 (2)监管处罚情况:不扣分 (3)舆论监督:不扣分 (4)上市周期:扣分 2024年度已上市A股企业从申报到上市的平均天数为629.45天,健尔康的上市周期是869天,高于整体均 值。 (5)是否多次申报:不属于,不扣分。 (6)发行费用及发行费用率 健尔康的承销及保荐费用为2695.05万元,承销保荐佣金率6.13%,低于整体平均数7.71% 。 (7)上市首日表现 上市首日股价较发行价 ...
伊之密(300415.SZ):目前拥有半固态镁合金注射成型机产品
Ge Long Hui· 2025-09-19 06:53
Group 1 - The core viewpoint of the article highlights the differences between die casting and semi-solid injection molding processes for magnesium alloy forming, emphasizing their distinct characteristics in terms of melt state, forming temperature, process stability, product quality, cost, and applicable scenarios [1] - Die casting offers certain cost advantages and is suitable for mass production, while semi-solid injection molding demonstrates significant advantages in product strength, density, and stability [1] - The company currently possesses semi-solid magnesium alloy injection molding machine products, indicating its capability in this advanced manufacturing process [1]
骄成超声股价跌5.24%,西部利得基金旗下1只基金重仓,持有41.14万股浮亏损失196.24万元
Xin Lang Cai Jing· 2025-09-19 06:10
Group 1 - The core viewpoint of the news is that Jiangcheng Ultrasonic experienced a decline in stock price, with a drop of 5.24% to 86.20 CNY per share, and a total market capitalization of 9.976 billion CNY [1] - Jiangcheng Ultrasonic, established on February 13, 2007, specializes in the research, design, production, and sales of ultrasonic welding and cutting equipment, as well as providing automation solutions for the new energy battery manufacturing sector [1] - The company's main business revenue composition includes: 31.42% from accessories, 25.86% from ultrasonic equipment for new energy batteries, 18.51% from services and others, 13.92% from harness connector ultrasonic equipment, 8.03% from semiconductor ultrasonic equipment, 2.09% from non-metal ultrasonic equipment, and 0.18% from other sources [1] Group 2 - From the perspective of fund holdings, Western Benefit Fund has a significant position in Jiangcheng Ultrasonic, with its Carbon Neutral Mixed Fund A holding 411,400 shares, accounting for 3.21% of the fund's net value, ranking as the tenth largest holding [2] - The Carbon Neutral Mixed Fund A, established on August 9, 2021, has a latest scale of 619 million CNY and has achieved a year-to-date return of 35.33%, ranking 2181 out of 8172 in its category [2] - The fund manager, Chen Baoguo, has been in position for 5 years and 219 days, overseeing a total asset scale of 1.3 billion CNY, with the best fund return during his tenure being 160.14% and the worst being -21.47% [3]
海外矿山智能化需求旺盛 山河智能高端设备首入澳大利亚市场
Zheng Quan Ri Bao· 2025-09-19 05:04
Group 1 - The core point of the news is that Shanhe Intelligent Equipment Co., Ltd. has successfully delivered its first high-end crawler screening station to Australia, marking its entry into the high-end market for crushing and screening equipment in Australia [1][2] - The delivered equipment has a processing capacity of 450 tons per hour, exceeding the expectations of the Australian customer in terms of production efficiency and reliability [1] - The high-end equipment can adjust its processing capacity between 200 tons per hour and 600 tons per hour, making it adaptable to various customer needs [2] Group 2 - The equipment is designed for continuous stable operation, featuring a high-power power system and full hydraulic drive, supporting both wireless remote control and local operation [2] - The equipment is versatile, suitable for pre-screening before crushing, fine screening after crushing, and can operate independently or in conjunction with crushing stations [2] - The Australian mining equipment market has high demands for advanced equipment due to its complex geological conditions and the need for automation and remote management capabilities [2] Group 3 - The entry of Shanhe Intelligent's high-end mining equipment into the Australian market is seen as both a challenge and an opportunity for domestic high-end mining equipment manufacturers [2] - The global mining equipment market is expected to enter a prosperous cycle, driven by the easing monetary policies of major developed economies, which may lead to rising prices for bulk commodities [2] - The successful recognition of Shanhe Intelligent's automated, electrified, and intelligent equipment in the Australian market suggests potential for further expansion into more overseas mining equipment markets [2]
伊之密:公司拥有spaceA工业3D打印机产品,采用热塑性颗粒等材料打印相关产品
Mei Ri Jing Ji Xin Wen· 2025-09-19 03:44
Core Viewpoint - The company has developed its own industrial 3D printer, capable of printing products using thermoplastic pellets and other materials [1] Group 1 - The company has an industrial 3D printer product named spaceA [1] - The 3D printer can utilize thermoplastic pellets among other materials for printing [1]
汉邦科技9月18日获融资买入1094.57万元,融资余额9288.93万元
Xin Lang Cai Jing· 2025-09-19 01:39
9月18日,汉邦科技跌1.69%,成交额5351.71万元。两融数据显示,当日汉邦科技获融资买入额1094.57 万元,融资偿还1188.23万元,融资净买入-93.65万元。截至9月18日,汉邦科技融资融券余额合计 9288.93万元。 融资方面,汉邦科技当日融资买入1094.57万元。当前融资余额9288.93万元,占流通市值的12.21%。 机构持仓方面,截止2025年6月30日,汉邦科技十大流通股东中,东方红医疗升级股票发起A (015052)位居第一大流通股东,持股48.37万股,为新进股东。 责任编辑:小浪快报 融券方面,汉邦科技9月18日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元。 资料显示,江苏汉邦科技股份有限公司位于江苏省淮安经济技术开发区新竹路10号,淮安经济技术开发 区集贤路1-9号,成立日期1998年10月28日,上市日期2025年5月16日,公司主营业务涉及为制药、生命 科学等领域提供专业的分离纯化装备、耗材、应用技术服务及相关的技术解决方案。主营业务收入构成 为:小分子药物分离纯化设备70.99%,大分子药 ...
永达股份9月18日获融资买入818.40万元,融资余额7994.60万元
Xin Lang Cai Jing· 2025-09-19 01:29
9月18日,永达股份跌1.98%,成交额9213.98万元。两融数据显示,当日永达股份获融资买入额818.40 万元,融资偿还1219.55万元,融资净买入-401.15万元。截至9月18日,永达股份融资融券余额合计 7994.60万元。 融资方面,永达股份当日融资买入818.40万元。当前融资余额7994.60万元,占流通市值的4.16%,融资 余额超过近一年80%分位水平,处于高位。 融券方面,永达股份9月18日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年70%分位水平,处于较高位。 资料显示,湘潭永达机械制造股份有限公司位于湖南省湘潭市九华工业园伏林路1号,成立日期2005年7 月4日,上市日期2023年12月12日,公司主营业务涉及大型专用设备金属结构件的设计、生产和销售。 主营业务收入构成为:风力发电行业72.64%,工程机械行业11.77%,其他产品8.05%,隧道掘进行业 3.00%,其他设备锻件2.94%,其他结构件1.61%。 截至7月18日,永达股份股东户数1.72万,较上期增加0.32%;人均流通股66 ...
福建南方路面机械股份有限公司关于使用闲置募集资金进行现金管理到期赎回的公告
Shang Hai Zheng Quan Bao· 2025-09-18 20:29
Group 1 - The company, Fujian South Road Machinery Co., Ltd., redeemed a cash management product worth RMB 150 million on September 18, 2025, and earned a profit of RMB 249,534.25 [1] - The board of directors approved the use of idle raised funds for cash management, allowing up to RMB 450 million to be used until the annual shareholders' meeting in 2025 [1][2] - As of September 18, 2025, the company has RMB 160.34 million remaining in its cash management quota from the raised funds [2] Group 2 - The company ensures that there are no overdue amounts from the cash management products purchased with idle raised funds [2]