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A股CPO概念股反弹,剑桥科技涨逾7%,博创科技、德科立涨逾6%,新易盛涨逾5%。
news flash· 2025-05-28 03:24
A股CPO概念股反弹,剑桥科技涨逾7%,博创科技、德科立涨逾6%,新易盛涨逾5%。 ...
帮主郑重:5月26日热门涨停股解读
Sou Hu Cai Jing· 2025-05-27 00:22
还有诺普信,这只票涨停有点意外但又在情理之中。他们的生鲜业务去年增长了253%,直接带动利润翻倍。券商刚给了增持评级,目标价13.8元,现在股 价才11块多,明显有估值修复的空间。这种传统企业转型成功的案例,帮主一直很关注,因为它们一旦找到新的增长点,爆发力往往超出预期。 黄酒板块今天也值得一说,会稽山涨停创了历史新高。中国酒业协会在推黄酒年轻化战略,这可是打开了新的消费市场。年轻人开始接受黄酒,这对行业来 说是个质变。古越龙山跟着涨,说明资金在挖掘整个板块的机会。消费赛道就是这样,一旦有政策催化和消费习惯改变,很容易出现长牛股。 最后得提提北向资金,虽然今天净流出30亿,但尾盘回流了18亿,加仓了宁德时代这些科技龙头。这说明外资对A股的科技突围和消费复苏主线还是有信心 的。咱们做中长线,就得跟着这些聪明资金的节奏,在回调时布局那些真正有核心竞争力的企业。 总的来说,今天的涨停股主要围绕三个方向:政策驱动的科技突围(比如核聚变、超导)、消费复苏的细分机会(黄酒、生鲜),以及国企改革的重组预 期。帮主一直强调,投资就像种树,得选对种子,耐心浇灌。这些板块和个股,既有短期催化,又有长期逻辑,值得咱们重点关注。 各 ...
让“人工智能+”加速为企业“变现”
Xin Hua Ri Bao· 2025-05-26 23:27
Group 1 - The core viewpoint of the articles highlights the integration of AI and digital technologies in manufacturing, particularly in Jiangsu, which is driving innovation and efficiency in various industries [1][9][10] - Jiangsu's high-tech manufacturing sector saw a 12.9% increase in value-added output in April, with digital product manufacturing growing by 11.4% [1] - Companies like SANY Heavy Industry are utilizing smart factories to enhance production efficiency, with the ability to produce 3,000 excavators per month on a single assembly line [2][3] Group 2 - The fiber optic industry is experiencing high levels of digital collaboration, with companies like Hengtong Group implementing intelligent manufacturing systems to optimize production processes [3] - AI tools are being leveraged across various sectors, with companies like Ecovacs Robotics focusing on enhancing their products' AI capabilities for better user interaction and functionality [5][6] - The integration of AI in manufacturing processes is seen as a common trait among tech companies, enabling rapid development and innovation [5][6] Group 3 - Companies such as Bozhong Precision are establishing a competitive edge through strong R&D capabilities, with over 1,800 engineers and an annual R&D investment exceeding 12% [8] - The adoption of AI is viewed as a significant opportunity for companies to enhance their operational efficiency and product development capabilities [8][10] - Jiangsu's manufacturing sector is recognized for its ability to harness AI and digital technologies, creating a robust ecosystem for industrial innovation [9][10]
清华系大模型又融资了丨投融周报
投中网· 2025-05-26 03:13
将投中网设为"星标⭐",第一时间收获最新推送 速览投资风口,掌握资本律动。 作者丨 长风 来源丨 东四十条资本 大家好,我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾: 新消费赛道,饮料品牌受关注。 上周, 从事椰水全产业链业务的泰国IMCOCO集团,近期宣布完成亿 元级Pre-A轮融资。此轮融资由Insignia Ventures Partners领投,天图资本跟投。此外,立吉团宣 布已完成天使轮融资,融资额达1000万元,投资方为深圳市冠峰永越投资有限公司。 36氪消息, 从事椰水全产业链业务的泰国IMCOCO集团,近期宣布完成亿元级Pre-A轮融资。此轮融 资由Insignia Ventures Partners领投,天图资本跟投。 立吉团科技完成天使轮融资 近日, 陕西立吉团科技有限公司(简称:立吉团)宣布已完成天使轮融资,融资额达1000万元,投资 方为深圳市冠峰永越投资有限公司。 未名拾光完成近亿元战略融资 近日,未名拾光宣布完成战略轮近亿元人民币融资,由欧莱雅集团与纳爱斯集团共同投资。 硬科技赛道,卫星通信成新宠。 上周,卫星物联网运营商鹏鹄物宇正式完成A轮融资,整体融资金额 已 ...
通信行业研究周报:Oracle将采购40万枚英伟达GB200芯片,博通发布单通道200G CPO方案
Tianfeng Securities· 2025-05-25 10:25
行业报告 | 行业研究周报 通信 证券研究报告 Oracle 将采购 40 万枚英伟达 GB200 芯片,博通发布单通道 200G CPO 方案 本周行业动态: Oracle 将采购 40 万枚英伟达 GB200 芯片 Oracle 计划投资约 400 亿美元购买 Nvidia 最新的高性能芯片,用于支持 OpenAI 在 美国的新数据中心建设。Oracle 将采购约 40 万枚 Nvidia 最新的 GB200 芯片,该数 据中心预计将于明年年中全面投入运营,Oracle 已同意签署 15 年的租赁协议。 OpenAI、Oracle 和 Nvidia 还参与了中东地区的 Stargate 项目,计划在阿联酋建设 一个新的大型 AI 数据中心。 博通发布单通道 200G 能力的第三代 CPO 方案 博通宣布在光电合封 CPO 领域的重大进展,推出第三代 200G/lane 的 CPO 方案, 并表示第二代 100G/lane 产品和生态系统已经成熟,重点强调了 OSAT 工艺、散热 设计、操作流程、光纤布线和整体良率的关键改进。 本周投资观点: 由于外部政治环境动荡扰动,市场整体情绪较为低落,但我们仍然看好 ...
通信行业周报:来自Core Weave的视角,AI算力新物种
GOLDEN SUN SECURITIES· 2025-05-25 06:23
证券研究报告 | 行业周报 gszqdatemark 2025 05 25 年 月 日 事件:美国 AI 基础设施服务商 CoreWeave 自 3 月末上市以来,股价 不到两月实现涨幅 156.9%的优异表现;同时 5 月初至 5 月 23 日涨幅 达 148.8%。根据首次上市以来首次披露的财报,公司 25Q1 营收 9.8 亿美元,同比增长 420%,市场预期 8.5 亿美元;公司 25 全年营收指 引为 49-51 亿美元,同比增长超 360%。 【公司定位:英伟达支持,新兴云计算服务提供商】 公司成立于 2017 年,目前为提供 GPU 云服务的 AI 基础设施提供商, 英伟达为其主要支持者之一。公司通过租赁英伟达高端 GPU 芯片(如 H100、Blackwell 架构产品),为 OpenAI、微软、Meta 等客户提供高 性能算力支持。截至 2024 年底,其全球 32 个数据中心部署超 25 万 块英伟达 GPU,接近 Meta 的囤卡规模。根据英伟达最新 13G 报告, 英伟达持有 CoreWeave2418 万股,比例为 7%,为其主要支持者之一。 深度绑定微软、英伟达等科技巨头。公司下游 ...
50亿,凯德投资在中国设立第一支母基金 | 融中募资周报
Sou Hu Cai Jing· 2025-05-24 11:05
聚焦创投圈新基金情报。 蓝驰创投管理合伙人朱天宇提出,全球科技创新正步入新纪元,中国正在逐渐成为全球科技创新的动力源(Powerhouse),不仅是制造业中心 (Manufacturer Hub),更是创新中心(Innovation Hub)。中国顶尖人才和企业正在关键领域发挥变革性的影响力,重塑全球标准。在新的AI周期中,蓝 驰创投超前地形成了自身AI投资观:AI+3D交互+Robotics的"三浪叠加",是未来30年科技变革的主题。同时,蓝驰创投紧跟中国科技全球化与人才流动趋 势,投资布局具有全球视野的中国创新企业。 据国家企业信用信息公示系统显示,中广核远航投资(深圳)合伙企业(有限合伙)成立,出资额超250亿元,经营范围为以自有资金从事投资活动、企 业管理。合伙人信息显示,该合伙企业由中国国新控股有限责任公司旗下独资企业国新远航(北京)投资有限公司、中国广核集团有限公司及其旗下中广 核资本控股有限公司共同出资。 眉山市产业发展投资引导基金(以下简称母基金)拟设立眉山中试成果转化子基金(以下简称子基金)。按照"公平公开、综合评价、优中择优"的原则, 遴选子基金管理人。子基金管理人募集不低于10%(含子基 ...
天孚通信(300394):经营节奏保持稳健 大客户1.6T和CPO产品有望带来新动能
Xin Lang Cai Jing· 2025-05-22 10:42
Core Viewpoint - The company reported strong financial performance for 2024, with significant year-on-year growth in revenue and net profit, and a stable start to 2025, indicating robust operational momentum [1][5]. Financial Performance - In 2024, the company achieved revenue of 3.25 billion yuan, a year-on-year increase of 67.7%, and a net profit attributable to shareholders of 1.34 billion yuan, up 84.1% [1]. - For Q4 2024, the company recorded revenue of 860 million yuan, with quarter-on-quarter growth of 17.0% and year-on-year growth of 2.2%, and a net profit of 370 million yuan, reflecting quarter-on-quarter growth of 26.2% and year-on-year growth of 13.9% [1]. - In Q1 2025, the company generated revenue of 950 million yuan, with quarter-on-quarter growth of 29.1% and year-on-year growth of 10.2%, while net profit was 340 million yuan, showing quarter-on-quarter growth of 21.1% but a year-on-year decline of 8.0% [1]. Product Line Performance - In 2024, the company’s active and passive product lines generated revenues of 1.66 billion yuan (up 121.9% year-on-year) and 1.58 billion yuan (up 33.2% year-on-year), respectively [2]. - The demand for passive components surged due to the AI data communication market, although certain telecom markets faced pressure [2]. - The company is focusing on high-speed data communication and silicon photonics products, with improvements in cost optimization and yield, leading to an 8.2 percentage point increase in passive gross margin compared to 2023 [2]. Strategic Developments - The company has commenced production at its Thailand factory, which is strategically positioned in the upstream of the optical module supply chain, minimizing the impact of tariff fluctuations [3]. - The Thailand factory has successfully passed customer certification for certain passive component product lines, with plans for expansion underway [3]. - The company is developing customized passive components and enhancing its capabilities in silicon photonics, which is expected to open up larger market opportunities [3]. Market Position and Future Outlook - The company is a key participant in the supply chain for NVIDIA's CPO, which is anticipated to drive new growth as the market expands [4]. - NVIDIA's CPO switches are projected to significantly reduce energy consumption and improve network reliability, with the CPO market potentially reaching $5 billion by 2030 [4]. - The company has begun small-scale deliveries of high-power lasers suitable for CPO applications, indicating readiness to capitalize on market opportunities [4]. Profit Forecast - The company expects a significant rebound in active business growth in the second half of the year, with projected net profits of 2.08 billion yuan, 2.88 billion yuan, and 3.24 billion yuan for 2025-2027, respectively [5]. - Corresponding EPS estimates are 3.75, 5.19, and 5.84 for the same periods, with the current valuation at a historical low [5].
德科立:DCI需求旺盛,产能瓶颈有望逐渐缓解-20250522
Shanxi Securities· 2025-05-22 09:48
Investment Rating - The report adjusts the investment rating of the company to "Accumulate-A" [4][10]. Core Views - The company reported a slight increase in revenue and profit for 2024, achieving revenue of 840 million yuan, a year-on-year growth of 2.8%. The transmission product line saw a revenue decline of 3.5% to 720 million yuan, primarily due to a slowdown in domestic transmission network investments. In contrast, the data and access product line revenue surged by 70% to 100 million yuan, driven by strong demand for DCI subsystem products since the second half of 2024 [4][5]. - The first quarter of 2025 showed a slight revenue increase to 200 million yuan, but net profit decreased by 36.8% year-on-year to 20 million yuan, reflecting challenges in performance expectations [4][5]. - The DCI market in North America is experiencing strong demand, with the company holding competitive advantages in DCI optical and electrical layers. The company has completed the development of a full range of DCI equipment and is actively expanding production capacity [6][10]. Financial Data Summary - The company’s projected revenue for 2025 is 1.25 billion yuan, with net profit expected to reach 139 million yuan, reflecting a year-on-year growth of 38% [10][12]. - The gross margin is expected to improve gradually, with projections of 31.7% in 2025 and 33.3% in 2026 [12][14]. - The company’s earnings per share (EPS) is forecasted to be 1.15 yuan in 2025, increasing to 2.38 yuan by 2027 [12][14].
中际旭创:一季度盈利能力环比改善,2025海外算力依旧保持旺盛需求-20250522
Shanxi Securities· 2025-05-22 09:48
网络接配及塔设 中际旭创(300308.SZ) 买入-A(维持) 一季度盈利能力环比改善,2025 海外算力依旧保持旺盛需求 2025 年 5 月 22 日 公司研究/公司快报 公司近一年市场表现 事件描述 公司发布 2024 年年报和 2025 年一季报。2024 年公司实现营收 238.6 亿 元,同比增长 122.6%;实现归母净利润为 51.7 亿元,同比增长 137.9%。同 时,得益于 800G/400G 等高端产品出货比重的快速增加、产品结构不断优化 以及持续的降本增效,公司毛利率(33.8%)、净利率(22.5%)进一步得到 提升。 2025 年一季度,公司实现营收 66.7 亿元,同环比分别提升 37.8%、1.9%; 实现归母净利润 15.8 亿元,同环比分别提升 56.8%、11.6%。同时由于高端 产品占比提升以及成本降低、海外工厂良率提升等因素净利润率环比提升 2pct。 事件点评 分析师: 高宇洋 2025 一季度环比增速放缓不改全年积极展望,公司产能继续增长迎接 交付需求。2025 年一季度公司收入增长阶段性放缓主要由于 AI 大客户 800G 向 1.6T 切换以及 IB 市场 ...