电子设备制造业
Search documents
海能实业:公司将持续建构全球化生产能力,以降低产地问题带来的风险
Zheng Quan Ri Bao· 2025-09-18 12:13
Group 1 - The company announced on September 18 that it has established a factory in Vietnam in 2018, which currently handles the majority of its orders exported to the United States [2] - The company aims to continuously build its global production capacity to mitigate risks associated with production location issues [2]
调研速递|科创新源接受富国基金等11家机构调研 数据中心业务等要点披露
Xin Lang Cai Jing· 2025-09-18 11:34
Group 1 - Shenzhen Kexin Innovation Source New Materials Co., Ltd. hosted a specific investor survey with 11 institutions including Fidelity Fund and Wan Jia Fund on September 17-18, 2025 [1] - The company discussed its data center business, focusing on thermal management solutions through its subsidiary, Shenzhen Chuangyuan Zhihuo Technology Co., Ltd., which includes products like siphon-type special cooling modules and liquid cooling plates [1] - The company plans to acquire Dongguan Zhaoke Electronic Materials Technology Co., Ltd., which specializes in thermal interface materials, and has completed equity integration with Kunshan Zhaoke [1] Group 2 - The growth in the new energy business is attributed to the increasing demand for electric vehicles, with the company's subsidiary, Ruitai Technology, advancing new production line construction and upgrading existing lines to maintain its leading position [1] - In the first half of 2025, the company's traditional polymer materials business showed steady development, focusing on waterproof sealing, fire insulation, and moisture-proof materials, while aiming to strengthen its core business in telecommunications, electricity, and automotive sectors [1]
三连板科森科技:公司股票价格近期涨幅较大 存在生产经营亏损风险
Xin Lang Cai Jing· 2025-09-18 09:11
科森科技晚间公告,公司基本面未发生重大变化,但近期公司股票价格已偏离公司基本面情况,投资者 参与交易可能面临较大风险。公司股票在2025年9月16日至9月18日区间换手率为62.72%,换手率波动 较大,且存在生产经营亏损风险。公司于2025年8月30日披露了《董事集中竞价减持股份计划公告》, 上述减持计划尚在存续期间。敬请广大投资者注意投资风险,理性投资。 ...
翰博高新:下半年公司将继续聚焦主业,推进越南基地建设,深化与核心客户的合作
Mei Ri Jing Ji Xin Wen· 2025-09-18 06:55
Core Viewpoint - The company is progressing with the construction and capacity layout of its new smart manufacturing bases in Vietnam, which are crucial to its global strategy and expected to enhance production capabilities and revenue performance in the future [2]. Group 1 - The new manufacturing bases in Vietnam are part of the company's global strategy, with the Bắc Ninh factory focusing on intelligent production of backlight modules and LCM [2]. - The company aims to complete customer product certification by 2025, gradually releasing production capacity to support large-scale supply to core customers [2]. - The first half of 2025 is seen as a critical period for the company to stabilize growth and explore new opportunities [2]. Group 2 - The company plans to continue focusing on its main business, advancing the construction of the Vietnam bases, and deepening cooperation with core customers in the second half of the year [2]. - There is an emphasis on optimizing product structure and enhancing profitability as part of the company's ongoing strategy [2].
科森科技:股票交易异常波动
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-17 09:57
Group 1 - The core point of the article is that Kosen Technology's stock experienced abnormal trading fluctuations, with a cumulative closing price increase of 20% over two consecutive trading days [1] - The company confirmed that its production and operational conditions are normal and there are no undisclosed significant matters [1] - Kosen Technology does not manufacture AI glasses or their structural components [1] Group 2 - The company's folding screen hinge assembly business has a single customer, contributing only 2.10% to total revenue in the first half of 2025, thus not significantly impacting overall performance [1] - The company reported losses for both the fiscal year 2024 and the first half of 2025, advising investors to be cautious about investment risks [1]
工业富联股价涨5.16%,华宝基金旗下1只基金重仓,持有24.9万股浮盈赚取76.69万元
Xin Lang Cai Jing· 2025-09-17 05:51
截至发稿,张放累计任职时间4年233天,现任基金资产总规模19.55亿元,任职期间最佳基金回报 56.15%, 任职期间最差基金回报-23.7%。 9月17日,工业富联涨5.16%,截至发稿,报62.81元/股,成交122.10亿元,换手率1.02%,总市值 12473.73亿元。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 责任编辑:小浪快报 从基金十大重仓股角度 数据显示,华宝基金旗下1只基金重仓工业富联。华宝中证智能制造主题ETF(516800)二季度增持 4300股,持有股数24.9万股,占基金净值比例为 ...
工业富联股价涨5.16%,安信基金旗下1只基金重仓,持有2万股浮盈赚取6.16万元
Xin Lang Cai Jing· 2025-09-17 05:51
Group 1 - Industrial Fulian (富士康工业互联网) experienced a stock price increase of 5.16% on September 17, reaching 62.81 CNY per share, with a trading volume of 12.21 billion CNY and a turnover rate of 1.02%, resulting in a total market capitalization of 1,247.373 billion CNY [1] - The company, founded on March 6, 2015, and listed on June 8, 2018, is based in Longhua District, Shenzhen, Guangdong Province. Its main business involves the design, research and development, manufacturing, and sales of various electronic devices, providing smart manufacturing and technology service solutions to globally recognized clients through industrial internet [1] - The revenue composition of the company is heavily weighted towards 3C electronic products, accounting for 99.85% of total revenue, with other categories contributing only 0.15% [1] Group 2 - Anxin Fund has one fund heavily invested in Industrial Fulian, specifically the Anxin Zhaoxin One-Year Holding Mixed A Fund (012161), which held 20,000 shares in the second quarter, representing 0.53% of the fund's net value, making it the sixth-largest holding [2] - The Anxin Zhaoxin One-Year Holding Mixed A Fund was established on May 20, 2021, with a latest scale of 46.3724 million CNY. Year-to-date returns are 1.77%, ranking 7608 out of 8172 in its category, while the one-year return is 4.86%, ranking 7572 out of 7980 [2] - The fund manager, Zhang Rui, has been in the position for 4 years and 40 days, managing total assets of 3.764 billion CNY. The best fund return during his tenure is 9.65%, while the worst is -3.8% [3]
领益智造与鼎晖投资达成战略合作
Xin Lang Cai Jing· 2025-09-17 05:33
Core Viewpoint - Guangdong Lingyi iTech Limited (referred to as "Lingyi iTech") has signed a strategic cooperation framework agreement with Dinghui Equity Investment Management (Tianjin) Co., Ltd. (referred to as "Dinghui Investment") to enhance collaboration and explore investment opportunities in the hard technology and manufacturing sectors [1] Group 1 - The agreement establishes a high-level leadership meeting mechanism to strengthen the cooperative relationship and friendship between Lingyi iTech and Dinghui Investment [1] - The collaboration aims to leverage Lingyi iTech's extensive experience and industry resources in hard technology and manufacturing, combined with Dinghui Investment's investment capabilities in both RMB and USD funds [1] - The focus of the partnership will be on exploring minority equity investments and merger and acquisition opportunities related to Lingyi iTech's main business and future development directions [1]
捷荣技术:公司始终重视市值管理和股东利益
Zheng Quan Ri Bao Wang· 2025-09-16 11:46
Core Viewpoint - The company emphasizes its commitment to market value management and shareholder interests while actively expanding new business areas and optimizing product and customer structures to enhance operational performance and increase enterprise value [1] Group 1 - The investment department's main functions include formulating investment plans, developing and executing investment projects, and post-investment management [1] - The company is focused on improving its operational situation through cost-saving measures and revenue generation strategies [1] - The company aims to provide better returns to investors by enhancing its overall value [1]
华勤技术(603296.SH)向香港联交所递交H股发行上市申请并刊发申请资料
智通财经网· 2025-09-16 11:41
智通财经APP讯,华勤技术(603296.SH)发布公告,公司已于2025年9月16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股份(H股)并在香港联交所主板挂牌上市的申请,并于同日 在香港联交所网站刊登了本次发行上市的申请资料。 ...