午评：创业板指半日涨1.16% 有色金属、算力硬件股集体走强 智通财经6月27日电，市场早盘震荡分化，三大指数涨跌不一。沪深两市半日成交额9913亿，较上个交易日放量138亿。盘面上热点较为杂乱，个股涨多跌 少，全市场超3600只个股上涨。从板块来看，算力硬件股再度走强，中京电子涨停。有色金属概念股展开反弹，北方铜业等涨停。大金融股一度冲高，天风 证券涨停。下跌方面，银行股展开调整，中国银行等多股跌超2%。板块方面，有色金属、铜缆高速连接、CPO、多元金融等板块涨幅居前，油气、银行、 保险、港口等板块跌幅居前。截至收盘，沪指跌0.21%，深成指涨0.85%，创业板指涨1.16%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3441.30 | -10431.51 | -2138.90 | | -7.15-0.21% 7 | +88.03 +0.85% 70 - | +24.48 +1.169 | 门以 |宁 イベン光 封板率 1.04% 高开率 57% 获利率 51% 63.00% 封板 39 触及 23 昨涨停今表现 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Insights - The company is positioned to capitalize on the AI consumer product innovation cycle, which is expected to drive stable revenue growth. The global AI smartphone shipment is projected to account for 16% of total smartphone shipments in 2024, increasing to 54% by 2028. Additionally, AI PC shipments are expected to reach 114 million units in 2025, a growth of 165.5% compared to 2024, representing 43% of total PC shipments [4] - The company has established a comprehensive product matrix covering AI smartphones, AI PCs, and AI glasses, enabling rapid technology implementation and large-scale production through collaboration with leading global clients [4] - The company is also expanding its presence in AI servers, optical modules, and switches, with a focus on the 800G/1.6T optical module upgrade window [5] Financial Projections - The projected revenues for 2025, 2026, and 2027 are 399.0 billion, 450.0 billion, and 502.3 billion respectively, with net profits of 41.7 billion, 49.7 billion, and 57.3 billion [6] - The expected growth rates for revenue from 2024 to 2027 are 9.59%, 13.56%, 12.76%, and 11.63% respectively [8] - The earnings per share (EPS) is projected to increase from 1.56 in 2024 to 2.47 in 2027 [8]

鹏鼎控股 20260626 摘要 鹏鼎控股预计 2025 年营收维持正向增长，全年业绩关键在于下半年旺 季表现，目前满产状态应对市场需求，未受关税事件明显影响。 公司预期 2025 年温和增长，2026 年受益于折叠屏手机和 AI 眼镜等创 新产品，预计迎来业绩"大年"，相关产品将显著提升营收。 尽管无法确认 iPhone 17 系列是否涨价，但从公司端观察，其料号变化 幅度较大且成本上升，预计价格存在上涨空间，但具体幅度未知。 上游 CCL 涨价对公司成本端影响总体可控，主要因铜、晶圆等微量元素 价格波动，类似情况往年也曾出现，对公司影响有限。 泰国一期厂房已建成试运行，预计 2025 年第四季度小批量投产，主要 生产车载服务器相关产品，二期建设中，将根据需求调整投向。 2025 年第一季度服务器业务同比增长 81%，预计全年保持高增长，泰 国产能投产后，2026 年增长将更为显著，正积极寻求头部服务器客户 认证。 AI 眼镜是未来增长较快的终端产品，2024 年营收已超 1 亿，预计 2025 年大幅增长，公司在该领域市场占有率较高，高端软板需求量大。 Q&A 鹏鼎控股进入 2025 年 6 月以来的产能 ...

Core Viewpoint - The commercial energy storage sector is transitioning from being driven by policy incentives to being driven by market value, with significant competition emerging from various industries, including telecommunications and electronics [1]. Group 1: Company Developments - Foxconn's new 2.15MW/4.32MWh commercial energy storage system has officially started mass production, marking a significant step in its energy storage business [2]. - Foxconn's entry into the energy storage industry has been relatively late compared to leading companies, with strategic investments in solid-state battery technology dating back to 2017 [3][4]. - The establishment of Foxconn's New Ventures Headquarters in 2023 emphasizes the importance of energy storage batteries as a core component of its new business strategy [7]. Group 2: Strategic Investments and Partnerships - In 2023, Foxconn acquired a 2.39% stake in Shanghai Cairi Energy and established a green energy development fund, indicating a strategic move into renewable energy sectors [8]. - Foxconn's chairman announced plans to create a new hub in Henan province focused on electric vehicles, energy storage batteries, and other emerging industries, highlighting the strategic importance of energy storage [9][10]. Group 3: Product Features and Market Positioning - The first energy storage product from Foxconn, the 2.15MW/4.32MWh system, features a cycle life of 9,000 times and an efficiency of 89%, targeting both commercial and large-scale applications [16]. - The company aims to leverage its extensive global manufacturing network and supply chain to establish a strong foothold in the commercial energy storage market, addressing the growing demand for energy efficiency and carbon neutrality [17]. Group 4: Competitive Landscape - The commercial energy storage market is becoming increasingly competitive, with Foxconn's strategy focusing on providing comprehensive lifecycle solutions for energy storage, differentiating itself from traditional manufacturing models [18]. - The shift towards value-driven energy storage solutions is expected to intensify competition among major players, with Foxconn's manufacturing capabilities and supply chain management positioning it favorably in the market [18].

Group 1 - The total import and export volume of Shenzhen reached 1.78 trillion RMB in the first five months of the year, a year-on-year decrease of 1.9%, accounting for 9.9% of the national total [1] - Exports amounted to 1.06 trillion RMB, down 8.6% year-on-year, while imports increased to 716.63 billion RMB, up 10.1% [1] - Private enterprises contributed 1.23 trillion RMB to Shenzhen's total import and export volume, representing 69.5% of the total [1] Group 2 - The export of electromechanical products maintained a dominant position, totaling 793.69 billion RMB, a growth of 1.7%, making up 75% of Shenzhen's total exports [1] - The export of lithium batteries reached 28.87 billion RMB, a year-on-year increase of 33.1%, while electric vehicle exports were 11.18 billion RMB, up 16.7% [2] - Integrated circuits accounted for 310.72 billion RMB in imports, growing by 16.5%, while computer components surged to 144.05 billion RMB, a significant increase of 96.6% [2]

中京电子再度涨停，7个交易日内录得5个涨停，累计涨幅为60.07%，累计换手率为185.77%。截至 9:53，该股今日成交量1.34亿股，成交金额16.88亿元，换手率23.12%。最新A股总市值达80.31亿元，A 股流通市值76.24亿元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业总收入7.43亿元，同比增长12.19%，实现 净利润676.06万元，同比增长113.93%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.25 | -5.77 | 40.16 | -42777.61 | | 2025.06.24 | 10.00 | 41.52 | 44369.03 | | 2025.06.23 | 5.50 | 41.28 | -30349.20 | | 2025.06.20 | 9.99 | 25.88 | -11590.87 | | 2025.06.19 | 9.99 | 2.63 | 11376.51 | | 2025.06.18 | 10.01 | ...

Group 1 - The World Economic Forum's 16th Annual Meeting of the New Champions in Tianjin attracted over 1,700 participants from more than 90 countries, focusing on five core topics including global economic interpretation and new energy [1] - Chinese Premier Li Qiang emphasized that China's steady economic growth will support global economic recovery and create new opportunities for international trade [1] - The forum highlighted the need for global collaboration and innovative solutions to address challenges such as AI governance and green transformation, with China identified as a key partner in this process [2] Group 2 - Countries are increasingly focusing on warehousing key commodities to enhance supply chain resilience, with Ecuador positioning itself as a trade hub [3] - Egypt is working to balance trade deficits through investment rather than tariffs, aiming to improve its investment attractiveness to European partners [3] - Italy's reliance on exports is significant, with small and medium enterprises playing a crucial role, while the imposition of high tariffs by the US has created uncertainty in the business environment [3] Group 3 - TCL's chairman, Li Dongsheng, highlighted the importance of maintaining strategic focus and seizing new market opportunities amidst global trade uncertainties [5] - Companies are encouraged to diversify their supply chains and adapt quickly to changes, with AI being a critical tool for enhancing adaptability and resilience [5][6] - Emerging technologies like AI are seen as key drivers for improving supply chain efficiency and enabling developing countries to compete globally [6]

Group 1 - The World Economic Forum's 16th Annual Meeting of New Champions is taking place in Tianjin, highlighting China's role in global economic discussions and its contributions to topics like AI, green technology, and public health [1] - China is recognized as a significant engine for global economic growth, with a vast market and strong industrial foundation, which provides opportunities for multinational companies like Schneider Electric and PPG [2] - International guests at the forum express interest in China's advancements in digital technology, AI, and green industries, viewing them as crucial for global economic recovery and future growth [3] Group 2 - The current global economic landscape faces challenges such as insufficient growth momentum and obstacles in international economic circulation, prompting China to advocate for free trade and a multilateral trading system [4] - The high attendance at the forum reflects strong international interest in China and Asian markets, indicating a desire for enhanced cooperation and understanding [3][4]

Core Viewpoint - The article highlights the growing popularity of esports among blue-collar workers in China, showcasing a specific esports event where employees from various companies, including Foxconn, participated in a tournament, emphasizing the social and emotional benefits of such activities for workers [1][4][18]. Group 1: Event Overview - The esports tournament named "Fearless Contract Workers Championship" involved employees from companies like Foxconn, Ele.me, JD, and SF Express, allowing them to engage in a competitive yet enjoyable environment outside of their regular jobs [4][18]. - The final match took place in a small internet café in Guangzhou, where the Foxconn team "Lai Cai" emerged victorious, highlighting the excitement and camaraderie among participants [2][4]. Group 2: Participant Experience - Participants, such as Chen Fan, shared their experiences of balancing work on the assembly line with their passion for gaming, illustrating how esports provides a sense of community and relief from the monotony of their daily jobs [6][11]. - The article describes how the tournament allowed workers to step out of their usual roles, fostering a sense of identity and recognition that contrasts with their everyday work life [21][23]. Group 3: Corporate Engagement - Companies are increasingly recognizing the importance of addressing employees' mental and emotional well-being, as evidenced by the organization of internal esports competitions that resonate with younger workers [15][18]. - The presence of public figures, like Zhang Quandan, at the event signifies a shift in perception towards blue-collar workers, showcasing their vibrancy and aspirations beyond traditional stereotypes [14][23]. Group 4: Future Implications - The article suggests that such events can enhance employee morale and foster a sense of belonging, which is crucial for retaining younger talent in the workforce [15][21]. - Participants expressed a desire to continue engaging in esports, indicating that these activities could become a regular part of their lives, contributing to their personal development and social interactions [20][24].

Group 1 - The core viewpoint of the article highlights the importance of data quality and standardization in enhancing the efficiency and decision-making capabilities of the industrial system, particularly in the context of the industrial internet and artificial intelligence [2][3] - The China Academy of Information and Communications Technology (CAICT) has launched an industrial data quality improvement initiative, focusing on creating a standardized industrial data application environment and developing data standards across key sectors [3] - In the electronic manufacturing sector, the collaboration between CAICT and Huawei has led to significant improvements, such as reducing the time for abnormal analysis from 8 hours to 3 minutes and decreasing the product defect rate from 10% to 0.8% [2] Group 2 - In the machine tool manufacturing sector, CAICT and partners have established an industrial internet interoperable intelligent flexible pilot line, achieving a 25% increase in machining efficiency and enabling flexible, small-batch production [2] - The initiative includes the development of high-quality industry-level data sets and the establishment of a service system combining large models and specialized small models to enhance data collection and model service capabilities [3] - The industrial data quality improvement action will be implemented across various industries, including electronics, power, and machinery, to address the growing demand for standardized and high-quality industrial data [3]