行情速递 ①主板领涨，横店影视(+10.03%)/海能达(+10.03%)/立昂微(+10.02%)/久其软件(+10.02%)/国 睿科技(+10.01%)/ ②创业板领涨，恒锋信息(+20.03%)/贝仕达克(+19.98%)/汉得信息(+14.77%)/ ③科创板领涨，仕佳光子(+20.00%)/金橙子(+14.26%)/博睿数据(+13.59%)/ ④活跃子行业，SW影视动漫制作(+5.09%)/SW光学元件(+3.41%) 国内新闻 ①盖世汽车资讯，仰望汽车宣布/其累计销量突破10000台/创造了中国百万 级汽车新纪录/ ① 爱集微，市调机构Canalys在报告中指出/2025年第一季度/印度智能 手机出货量同比下降8%/总计3240万部/主要受持续疲软的需求和2024 年末渠道库存偏高的影响/高库存水平扰乱了新品发布节奏/厂商被迫重 新调整渠道策略/ 公司公告 ① 实益达，发布2025年一季度报告/本报告期内/公司实现总营业收入1.41 亿元/同比减少10.51%/利润总额达到0.18亿元/同比减少7.7%/实现归母净 利润0.13亿元/同比增长19.21%/ ② 歌尔股份，发布2025年一季度报 ...

50.37分综合得分 较强 趋势方向 世华科技688093 时间: 2025年4月18日星期五 主力成本分析 25.54 元 当日主力成本 22.21 元 5日主力成本 22.36 元 20日主力成本 22.02 次 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 0 技术面分析 21.78 短期压力位 20.78 短期支撑位 24.56 中期压力位 18.79 中期支撑位 股价突破短期压力位，短线有望走强； 股价突破中期压力位，中线有望走强 K线形态 ★跳空缺口★ 电子元件 0.68%、OLED 0.10%、苹果概念 0.85%、科创板做市股 -0.03%等 注意向上还是向下跳空，出现向上跳空缺口，并伴有较大的成交量时，可积极参与；若出现向下 跳空缺口，说明市况已发生逆转，原来的升势已经结束，继续下跌的可能性很大 ★光头阳线★ 后市看涨 ★大阳烛★ 看涨 资金流数据 2025年04月18日的资金流向数据方面 | 主力资金净流入7082.51万元 | | --- | | 占总成交额25% | | 超大单净流入5339.40万元 | | 大单净流入1743.11万元 | | 散户资金净流出2 ...

兴业证券全球首席策略分析师张忆东认为，中国香港凭借其独特的制度优势、国际化地位以及专业服务 体系，在"一带一路"倡议中扮演着不可替代的"超级联系人"角色。A股公司通过赴港上市，不仅进一步 拓宽了融资渠道，还可以借助香港市场的国际化平台吸引更多投资者，提升企业知名度。 赴港上市的时机也十分重要，众多A股公司接连选择在今年奔赴港股上市，还与当前港股市场资金流动 性改善这一大背景有关。香港交易所官网数据显示，2025年前三个月，香港证券市场平均每日成交金额 为2427亿港元，较去年同期的994亿港元上升144%。 4月14日，深圳市江波龙（301308）电子股份有限公司发布公告称，公司已于2025年3月21日向香港联合 交易所有限公司(以下简称"香港联交所")递交了发行境外上市外资股(H股)并在香港联交所主板挂牌上市 的申请。4月11日，宁德时代（300750）新能源科技股份有限公司(以下简称"宁德时代")公告称，香港 联交所上市委员会于2025年4月10日举行上市聆讯，审议公司本次发行并上市的申请。4月6日，深圳市 兆威机电（003021）股份有限公司发布公告称，公司拟发行境外上市外资股(H股)股票并申请在香港联 ...

立讯精密成为本周机构最关注的公司，参与该公司调研的机构达500家。 本周，美国政府宣布对全球贸易伙伴加征所谓"对等关税"，引发全球金融市场剧烈波动。 A股盘面上，周内农林牧渔、食品饮料、商贸零售以及交通运输行业维持上涨，其中进口依赖度较低的农 林牧渔行业以5.15%的涨幅领涨全行业，其他三个行业实现微涨。下跌方面，电力设备、家用电器、汽车 等行业领跌，跌幅均超8%。主题题材上，离境退税、乳业、一号育种等题材表现活跃。 本周机构调研情绪骤然升温，截至4月11日17时，周内共有220家上市公司接待机构调研。从赚钱效应来 看，本周机构调研股中仅有30家公司实现正收益，其他公司股价悉数收跌。 本周机构密切关注立讯精密、安克创新、水晶光电、沪电股份以及鹏鼎控股等电子元件行业的公司，这几 家公司都接受了百家以上机构调研。其中，立讯精密成为本周机构最关注的公司，参与该公司调研的机构 达500家。 在美国加征关税的影响下，苹果手机或面临涨价，立讯精密作为苹果产业链上的重要企业，机构密切关注 关税政策对该公司的影响，以及其应对措施与未来布局。在调研中，立讯精密管理层表示："立讯精密国 内制造的只有很少一部分成品出口到美国，这部 ...

本周，美国政府宣布对全球贸易伙伴加征所谓"对等关税"，引发全球金融市场剧烈波动。 A股盘面上，周内农林牧渔、食品饮料、商贸零售以及交通运输行业维持上涨，其中进口依赖度较低的 农林牧渔行业以5.15%的涨幅领涨全行业，其他三个行业实现微涨。下跌方面，电力设备、家用电器、 汽车等行业领跌，跌幅均超8%。主题题材上，离境退税、乳业、一号育种等题材表现活跃。 本周机构调研情绪骤然升温，截至4月11日17时，周内共有220家上市公司接待机构调研。从赚钱效应来 看，本周机构调研股中仅有30家公司实现正收益，其他公司股价悉数收跌。 本周机构密切关注立讯精密、安克创新、水晶光电、沪电股份以及鹏鼎控股等电子元件行业的公司，这 几家公司都接受了百家以上机构调研。其中，立讯精密成为本周机构最关注的公司，参与该公司调研的 机构达500家。 在美国加征关税的影响下，苹果手机或面临涨价，立讯精密作为苹果产业链上的重要企业，机构密切关 注关税政策对该公司的影响，以及其应对措施与未来布局。在调研中，立讯精密管理层表示："立讯精 密国内制造的只有很少一部分成品出口到美国，这部分略有影响。公司会观察未来关税落地情况，相信 客户会要求将这部分出口 ...

Core Viewpoint - The company focuses on the research, production, and sales of fiber optic gyroscope core components, particularly fiber optic rings and specialty fibers, aiming to expand its applications in military inertial navigation and other high-tech industries [6][22][41]. Company Overview - The company is recognized as a national-level specialized and innovative "little giant" enterprise, dedicated to developing and providing comprehensive solutions for fiber optic rings and specialty fibers [6][22]. - The main products include fiber optic ring devices, specialty fibers, new materials, high-end equipment, and specialty cables [7][10][13][14]. Financial Performance - For the fiscal year 2024, the company reported a net profit attributable to shareholders of approximately 17.94 million yuan, with a proposed cash dividend of 0.5 yuan per share [4][5]. Business Model - The company primarily operates through a sales model focused on fiber optic rings and specialty fibers, with orders mainly coming from military research institutions [15]. - The procurement process is structured to ensure quality and reliability, with a focus on maintaining good relationships with suppliers [16]. - The production model combines order-based and stock-based production to meet customer demands efficiently [17][18]. Industry Situation - The company operates within the manufacturing sector, specifically in the electronic device manufacturing industry, focusing on fiber optic and sensor manufacturing [21][22]. - The specialty fiber industry is characterized by high technical barriers and significant growth potential, particularly in applications such as communication, military, and medical fields [23][24][25]. - The fiber optic ring industry is experiencing rapid growth, driven by its applications in aerospace, marine monitoring, and smart grids [26][41]. Technological Development - The company emphasizes innovation and has established a comprehensive R&D system that integrates market demand with technological advancements [19][20]. - The development of specialty fibers and fiber optic rings is crucial for enhancing the performance of inertial navigation systems and other applications [35][41]. - The company is actively pursuing advancements in automation and intelligent manufacturing to improve production efficiency and product quality [33][34]. Market Trends - The demand for specialty fibers is expected to grow significantly due to the increasing applications in various industries, including telecommunications and medical devices [36][37]. - The fiber optic gyroscope market is shifting towards smaller, more precise, and cost-effective solutions, which will drive further innovation in fiber optic ring technology [41][42].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603989 证券简称：艾华集团 公告编号：2025-015 公司及子公司新疆荣泽可转债募集资金专用账户开立情况如下： ■ 三、可转换公司债券募集资金专户销户情况 湖南艾华集团股份有限公司 关于注销可转换公司债券募集资金专项账户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、可转换公司债券募集资金基本情况 经中国证券监督管理委员会《关于核准湖南艾华集团股份有限公司公开发行可转换公司债券的批复》 （证监许可[2017]2350号）核准，湖南艾华集团股份有限公司（以下简称"公司"）于2018年3月2日向社 会公开发行6,910,000张可转换公司债券（以下简称"可转债"），发行价格为人民币100元/张，募集资金 总额691,000,000.00元人民币，期限为6年，扣除发行费用13,930,283.02元后，公司实际募集资金净额 677,069,716.98元，上述募集资金于2018年3月8日全部到位。天职国际会计师事务所（特殊普通合伙） 于2018年3月12 ...

Group 1: Baili Tianheng - In 2024, Baili Tianheng achieved operating revenue of 582.27 million yuan, a year-on-year increase of 936.31%, and net profit of 370.75 million yuan, turning a profit [1] - The company received an $800 million upfront payment from BMS as part of its innovative oncology drug combination [1] - Multiple clinical trials for BL-B01D1 are ongoing in China and the U.S., including several Phase III trials [1] - The company plans to increase R&D investment to 1.443 billion yuan in 2024 and continue to expand in 2025 [1] Group 2: Teabo Bio - Teabo Bio's application for the marketing authorization of Pegbivac is currently under technical review after being accepted in March 2024 [2] - The company is also advancing the registration of long-acting growth hormone and SKG0201, with applications accepted in January 2024 [2] - Teabo Bio emphasizes the strategic significance of acquiring Jiutian Bio and plans to increase R&D investment focusing on breakthrough technology platforms [2] Group 3: Hongyuan Electronics - In 2024, Hongyuan Electronics experienced an 8.57 percentage point decline in gross margin due to falling prices of high-reliability ceramic capacitors and an increase in low-margin product sales [3] - The company reported a 56.11% revenue growth in microcontrollers and integrated circuit products [3] - Major clients account for 71.09% of sales revenue, primarily from China Electronics Technology Group [3] Group 4: Lens Technology - Lens Technology is rapidly developing in automotive, smart terminal, and humanoid robot sectors, collaborating with over 30 smart car brands [4] - The company expects significant growth in its smart retail terminal business and aims to become a core manufacturing platform for embodied intelligent hardware [4] - Lens Technology has made progress in developing ultra-thin laminated glass for automotive applications, with expectations to introduce it to leading domestic new energy vehicle brands this year [4]

Investment Rating - The report does not explicitly provide an investment rating for the companies discussed [3]. Core Insights - The new stock market activity has decreased, with the first-day gains and opening valuations of mainboard new stocks rising in March 2025 [1][12]. - In March, the first-day gains and opening valuations of new stocks on the ChiNext board decreased, while those on the mainboard increased [2][25]. - The report highlights specific new stocks that have recently been listed, including Hongjing Optoelectronics and Hengxin Life, which experienced significant fluctuations in their stock prices [1][25]. Summary by Sections New Stock Market Activity - In March 2025, the mainboard saw an increase in the first-day gains and opening valuations, while the overall activity in the new stock market declined, with only 12 out of 46 new stocks (26.09%) recording positive gains [1][12]. - The ChiNext board had new listings including Hongjing Optoelectronics and Hengxin Life, with first-day gains of 210.26% and 119.44% respectively, but later recorded declines exceeding 10% [25][26]. - The report notes that the total number of new stocks listed in 2023 has reached 333, raising a total of 407.88 billion yuan [12]. Key New Stocks - The report identifies key new stocks that have been listed since January 2023, including Hongjing Optoelectronics, Sikan Technology, and others, highlighting their core products and market performance [49][51]. - Specific attention is given to Sikan Technology, which focuses on 3D visual digital products and has shown promising financial forecasts [44][45]. Market Valuation Trends - The report indicates that the first-day price-to-earnings (P/E) ratios for new stocks on the ChiNext board have increased to 19.24 times in March, compared to 17.14 times in February, while the mainboard's P/E ratio decreased to 15.56 times [17][29]. - The opening valuations for new stocks on the mainboard have also shown an upward trend, with a notable increase in the first-day gains compared to previous months [29][33].

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