核心摘要 【IPO端】根据执中ZERONE统计，2025年7月全板块共有20家公司上市，A股上市8家，港股上市9家，美股上市3家，从IPO总数来看，2025年7月较2025 年6月减少6家，与2024年7月持平。 【退出端】 ◉IPO减持：2025年7月，共有270家上市公司发生了544起减持事件，减持股数较2025年6月上升150.99%，减持金额较2025年6月上升120.29%。减持股数和 金额较2024年7月也均上升1倍左右。 2025年7月 中国企业IPO数量环、同比对比情况 ◉老股转让：2025年7月，共有172家公司发生老股转让事件172起，整体数据环比上月均有所上升，同比2024年下降11.34%。7月投资机构参与的老股转让 事件共153起，占比约为88.95%，事件占比较2025年6月环比下跌7个百分点。 ◉回购交易：2025年7月，共发生157起回购事件，共涉及155家项目公司，环比下降9%左右，同比降幅在40%以上。投资机构参与的回购事件为126起，共 涉及125家公司，占总交易事件的80.25%，较环比小幅下降，同比上升25个百分点。 IPO聚焦电子信息、生物医药赛道 江苏、广东、北京 ...

第1笔成交价格为383.00元，成交5.00万股，成交金额1,915.00万元，溢价率为0.00%，买方营业部为机 构专用，卖方营业部为中国中金财富证券有限公司天津滨海新区证券营业部。 8月26日，北方华创收涨0.77%，收盘价为383.00元，发生1笔大宗交易，合计成交量5万股，成交金额 1915万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2116.18万元。该股近5个交易日累 计上涨12.66%，主力资金合计净流出1.44亿元。 ...

证券时报·数据宝统计显示，北方华创今日收盘价为383.00元，上涨0.77%，日换手率为1.62%，成交额 为44.54亿元，全天主力资金净流入5540.56万元，近5日该股累计上涨12.66%，近5日资金合计净流出 2.55亿元。 两融数据显示，该股最新融资余额为30.19亿元，近5日增加8.16亿元，增幅为37.02%。（数据宝） 8月26日北方华创大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 5.00 | 1915.00 | 383.00 | 0.00 | 机构专 | 中国中金财富证券有限公司天津滨 | | | | | | 用 | 海新区证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 北方华创8月26日大宗交易平台出现一笔成交，成交量5.00万股，成交金额1915.00万元，大宗交易成交 价为383.00元。该笔交易的买方营业部为机构专用，卖方营业部为中国中金财富 ...

半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （59%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 （文章来源：每日经济新闻） 浙商证券认为，半导体设备是半导体产业链的基石，在AI浪潮引领下，芯片库存周期、国内晶圆厂扩 产周期、海外管制趋严背景下的设备国产化诉求有望实现三重共振，推动半导体设备板块业绩超预期。 半导体设备行业马太效应极强，建议一方面把握住龙头企业的成长确定性，一方面可以关注国产化率较 低，成长空间较大的细分领域龙头企业。核心受益环节包括半导体前后道设备、设备零部件企业。 相关ETF：公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟 踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（59%）和半导体材料（25%）细分 领域的硬科技公司。半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花 板较高属性，受益于人工智能革命下的半导体需求扩张、科技重组并购浪潮、光刻机技术进展。 截至2025年8月26日 14点32，上证科创板半导体材料设备主题指数强 ...

键合设备在先进产线拓展顺利，新一代晶圆-晶圆混合键合设备发货验证。公司晶圆对晶圆混合键合设 备获得重复订单，同时，公司研发的新一代高速高精度晶圆对晶圆混合键合产品已发货至客户端验证。 目前公司产品已出货至先进存储、逻辑、图像传感器等客户。 投资建议。公司25H1 收入同比高增长，25Q2 利润环比大幅扭亏，在手订单饱满。公司工艺覆盖度持续 提升，薄膜沉积产品在先进产线出货顺利，晶圆对晶圆混合键合设备获得重复订单。我们预计公司 2025/2026/2027 年收入为54.1/68.6/85.1 亿元，预计归母净利润为9.6/13.0/17.5 亿元，对应PE 为 53.6/39.4/29.2 倍，维持"增持"投资评级 风险提示：下游晶圆厂扩产不及预期，宏观经济下滑的风险，新品研发不及预期，行业竞争加剧的风 险。 25Q2 收入同比加速增长，利润环比大幅扭亏。①25H1 收入19.54 亿元，同比+54.3%；归母净利润0.943 亿元，同比-27%；扣非净利润0.38 亿元，同比+91%。②25Q2 收入12.5 亿元，同比+56.6%/环比 +75.7%；毛利率38.8%，同比-8.1pcts/环比+19pc ...

Core Viewpoint - Northern Huachuang's stock price has shown significant growth this year, with a notable increase in trading volume and market capitalization, indicating strong investor interest and confidence in the company's performance [1][2]. Group 1: Stock Performance - As of August 26, Northern Huachuang's stock price increased by 2.00% to 387.69 CNY per share, with a trading volume of 2.424 billion CNY and a turnover rate of 0.89%, resulting in a total market capitalization of 279.758 billion CNY [1]. - The stock has risen by 34.22% year-to-date, with a 14.04% increase over the last five trading days, 12.44% over the last 20 days, and 23.52% over the last 60 days [2]. Group 2: Financial Performance - For the first quarter of 2025, Northern Huachuang reported revenue of 8.206 billion CNY, representing a year-on-year growth of 40.05%, and a net profit attributable to shareholders of 1.581 billion CNY, also up by 40.31% year-on-year [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders increased to 69,500, up by 10.39%, while the average circulating shares per person decreased by 9.41% to 10,374 shares [2]. - The company has distributed a total of 1.535 billion CNY in dividends since its A-share listing, with 1.217 billion CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of March 31, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 47.6648 million shares, an increase of 15.8145 million shares from the previous period [3]. - Huatai-PB CSI 300 ETF and Huaxia National Semiconductor Chip ETF have seen reductions in their holdings, with decreases of 218,800 shares and 345,600 shares, respectively [3].

Group 1: TeBao Bio - TeBao Bio is focusing on functional cure for hepatitis B, aiming for a combination of different mechanism drugs with interferon and nucleos(t)ide analogs for optimization [1] - The company is expanding its hepatitis B treatment network and aims to provide comprehensive management throughout the disease course [1] - Collaboration with Ligos is underway to explore reinfection control after clearing infected cells, and acquisition of JiuTian Bio is intended to leverage its gene therapy platform for more precise solutions [1] - New technologies like siRNA have entered clinical application stages, with future strategies focusing on optimizing combination therapies [1] - Increased penetration of interferon relies on enhanced disease awareness and improved management of adverse reactions [1] Group 2: JingSheng Machinery - JingSheng Machinery achieved revenue of 5.799 billion and net profit of 639 million in the first half of 2025 [2] - The photovoltaic business has declined due to industry cyclical adjustments, while the semiconductor business has grown due to accelerated domestic production [2] - The company has successfully delivered 12-inch silicon epitaxy equipment to leading domestic clients and is promoting carbon silicon equipment effectively [2] - The sapphire materials business has seen year-on-year growth, and semiconductor consumables have achieved domestic substitution for quartz crucibles, leading in market share [2] - Clients include well-known companies such as TCL Zhonghuan and Changdian Technology, with strict credit management to reduce order fulfillment risks [2]

Investment Rating - The report maintains a "Buy" rating for the mechanical industry [1] Core Viewpoints - The humanoid robot sector is experiencing significant advancements, with companies like Unitree and Zhiwei Robotics making strides in product development and partnerships, indicating a robust growth trajectory for the industry [4][5][6] - The liquid cooling technology is becoming increasingly essential due to the rising power consumption of data center servers, with a projected increase in adoption as standards are established and high-power chips become more common [7][8] - The engineering machinery sector is expected to benefit from increased infrastructure investment, particularly with major projects like the Yarlung Zangbo River hydropower project, which will drive demand for machinery [13][14] Summary by Relevant Sections Humanoid Robots - Unitree Technology announced a new humanoid robot with enhanced flexibility, featuring 31 joints, a 19% increase from its previous model [4] - The humanoid robot industry is poised for a breakthrough in 2025, with mass production expected to address data scarcity issues and enhance practical applications [6] Liquid Cooling - The establishment of national standards for immersion liquid cooling power supplies is underway, which will guide the design and application of liquid cooling systems in data centers [7] - The shift towards liquid cooling is driven by the limitations of traditional air cooling systems in managing the heat generated by high-power chips [8] Engineering Machinery - The engineering machinery sector is witnessing a recovery in domestic sales, with excavator sales in July 2025 showing a year-on-year increase of 25.2% [14] - Major infrastructure projects, such as the Yarlung Zangbo River hydropower project, are expected to significantly boost demand for engineering machinery [13] Forklifts - Forklift sales have shown strong growth, with a total of 118,605 units sold in July 2025, reflecting a 14.4% year-on-year increase [15] - The rise of autonomous forklifts is anticipated to further enhance market growth, with a projected 39.3% increase in sales by 2025 [15] Rail Transit Equipment - The rail transit equipment sector is benefiting from increased investment in railway infrastructure, with significant growth in orders for high-speed train maintenance [16] Semiconductor Equipment - The push for domestic semiconductor equipment manufacturing is accelerating due to geopolitical tensions and trade restrictions, with a focus on critical equipment like photolithography machines [17][18] New Energy Equipment - The solid-state battery sector is expected to see rapid growth, with new equipment needs arising from the transition to solid-state production lines [21] - The market for photovoltaic equipment is also anticipated to recover as competition stabilizes and prices begin to rise [21]

数据显示，前海开源基金旗下1只基金位居京仪装备十大流通股东。前海开源公用事业股票（005669） 一季度减持54.74万股，持有股数376.54万股，占流通股的比例为3.68%。根据测算，今日浮亏损失约 1472.28万元。 8月26日，京仪装备跌5.01%，截至发稿，报74.18元/股，成交1.38亿元，换手率1.54%，总市值124.62亿 元。 资料显示，北京京仪自动化装备技术股份有限公司位于北京市北京经济技术开发区凉水河二街8号院14 号楼A座，成立日期2016年6月30日，上市日期2023年11月29日，公司主营业务涉及公司主要从事半导 体专用设备的研发、生产和销售,主营产品包括半导体专用温控设备(Chiller)、半导体专用工艺废气处理 设备(Local Scrubber)和晶圆传片设备(Sorter)。主营业务收入构成为：半导体专用温控设备61.25%，半导 体专用工艺废气处理设备31.51%，零配件及支持性设备3.68%，晶圆传片设备2.39%，维护、维修等服 务1.16%。 从京仪装备十大流通股东角度 前海开源公用事业股票（005669）成立日期2018年3月23日，最新规模96.58亿。今 ...

半导体设备股日内震荡回升，盛美上海涨超10%，拓荆科技、屹唐股份、安集科技、联动科技、华海清 科、中微公司等快速冲高。 ...