电子设备制造
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12月2日重要资讯一览
Zheng Quan Shi Bao Wang· 2025-12-02 13:29
重要的消息有哪些 7.经济合作与发展组织(经合组织)2日发布最新经济展望报告,预计今明两年全球经济增速分别为 3.2%和2.9%,与今年9月预测一致。报告指出,今年全球经济韧性超出预期,但仍面临贸易壁垒、人工 智能泡沫和财政脆弱性等风险。 这些公司新闻不能错过 四连板睿能科技:公司不从事机器人整机制造业务。 梦天家居:如公司股价进一步异常上涨,可能申请停牌核查。 平潭发展:股价短期内连续上涨,存在非理性炒作风险。 宁德时代:已耗资约43.86亿元回购A股股份1599.08万股。 福蓉科技:高强度铝制结构件材料已用于MR、VR眼镜,但营收占比极其有限。 1.上交所披露数据,2025年11月A股新开户238.14万户,环比10月数据230.99万户增长3.1%,较去年11 月开户数269.84万户同比下降11.75%。综合来看,2025年前11个月已累计新开2484.02万户,同比增长 7.95%。 2.记者近期调研发现,工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行六家国有大 行已全面停售5年期大额存单产品,部分股份制银行及城商行也紧随其后收缩长期存款业务。(金融时 报) 3.国家发展改革委、国家数 ...
商业航天热门股超6亿元资金封板
Zheng Quan Shi Bao Wang· 2025-12-02 11:28
Core Viewpoint - The A-share market saw a significant number of stocks hitting the daily limit up, with a total of 55 stocks closing at the limit, indicating strong market sentiment and investor interest in various sectors [1] Group 1: Market Performance - A total of 55 stocks hit the daily limit up, with 47 stocks after excluding 8 ST stocks, resulting in an overall limit-up rate of 73.33% [1] - Among the limit-up stocks, 20 stocks failed to maintain their limit status, highlighting some volatility in the market [1] Group 2: Top Performing Stocks - Tongyu Communication (002792) had the highest limit-up order volume, followed by Gaole Co. (002348), Shilianhang (002285), and Daming Optical (002632) with order volumes of 487,500, 432,200, 366,600, and 364,200 respectively [2] - Jinfu Technology (003018) achieved a remarkable 7 consecutive limit-ups, while *ST Yatai (000691) followed with 6 consecutive limit-ups [2] Group 3: Sector Highlights - The aerospace sector saw multiple stocks hitting the limit up, including Leike Defense, Aerospace Development, and Shunhao Co. [4] - Tongyu Communication is involved in the commercial aerospace sector and has invested in an aerospace industry fund, indicating a strategic focus on satellite communication and advanced manufacturing [3] Group 4: AI and Technology - In the AI smartphone sector, Daming Optical and Furong Technology both hit the limit up, with Daming Optical focusing on graphene heat dissipation films for various smartphone applications [6] - Furong Technology has developed alloy materials used in major consumer electronics, including Apple and Samsung products [6] Group 5: Pharmaceutical Sector - The pharmaceutical commercial sector saw stocks like Renmin Tongtai, Kaikai Industry, and Haiwang Biological hitting the limit up, indicating strong performance in healthcare-related businesses [7][8] - Renmin Tongtai aims to establish a comprehensive health service platform in Heilongjiang Province, focusing on pharmaceutical distribution and retail [8]
利和兴:公司与主要客户在多个领域进行合作
Zheng Quan Ri Bao Wang· 2025-12-02 11:13
Core Viewpoint - The company, Lihexing (301013), is actively collaborating with major clients across various sectors including mobile smart terminals, digital energy, new energy vehicles, and servers, focusing on product development and testing solutions [1] Group 1: Collaboration Areas - In the mobile smart terminal sector, the company provides testing products primarily used in mobile devices such as smartphones [1] - In the digital energy field, the company offers testing products including base station power testing platforms, photovoltaic inverters, and aging equipment [1] - For the new energy vehicle sector, the company supplies testing equipment and related precision components for vehicle-mounted modules, MCU, OBC modules, and T-BOX [1] - In the server domain, the company provides aging equipment and FT testing fixtures [1] Group 2: Client Partnerships - The company is committed to supporting clients in the development of new products and expanding its product range [1] - Specific applications of products are determined by client usage [1] - The company primarily supplies electronic components to Moer Thread and precision components and testing platforms to Xinkailai [1]
创维数字出售子公司部分股权及放弃同比例增资权关联交易完成,获转让价款 1.16 亿元
Ju Chao Zi Xun· 2025-12-02 10:43
Core Points - Company completed the sale of a 40% stake in Shenzhen Fengchi Electronics Technology Co., Ltd. for 11.644 million RMB, focusing on core business development and reducing related party transactions [2][3] - Following the transaction, the company's stake in Fengchi Electronics decreased to 32.40%, and the company will no longer consolidate Fengchi Electronics in its financial statements [3] Summary by Sections Transaction Details - Shenzhen Skyworth Digital Technology Co., Ltd. sold a 40% stake in Fengchi Electronics for 11.644 million RMB, corresponding to a registered capital of 4 million RMB [2] - Skyworth Group evaluated its 100% stake in Shenzhen Anshida Technology Service Co., Ltd. at 10.42 million RMB, corresponding to a registered capital of 30 million RMB, to increase capital in Fengchi Electronics by 11.462 million RMB [2] Completion of Transaction - The transaction has been fully completed, with all transfer payments received by Shenzhen Skyworth Digital [3] - The necessary changes in shareholder information and board members have been registered with the Shenzhen Market Supervision Administration [3]
【数据看盘】多家机构抢筹商业航天概念股 两家实力游资激烈博弈雷科防务
Xin Lang Cai Jing· 2025-12-02 09:45
从深股通前十大成交个股来看,中际旭创位居首位;立讯精密和新易盛分居二、三位。 今日沪股通总成交金额为810.37亿,深股通总成交金额为987.24亿。 | | 沪股道( | 12月2日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601138 | 工业富联 | | 20.22 | | 2 | 600519 | 贵州茅台 | | 9.57 | | 3 | 603993 | 洛阳铝业 | | 9.54 | | 4 | 688256 | 寒武纪 | | 9.49 | | 5 | 603986 | 兆易创新 | | 9.42 | | 6 | 601899 | 紫美矿业 | | 8.20 | | 7 | 603259 | 药明康德 | | 6.77 | | 8 | 688036 | 传音控股 | | 5.93 | | 9 | 600183 | 生益科技 | | 5.70 | | 10 | 600900 | 长江电力 | | 5.19 | | | 深胺道( | 12月2日 | ) | | | 排名 | 股票 ...
联想申请电子设备专利,能够抑制对从框体突出的导光体施加的外力
Jin Rong Jie· 2025-12-02 09:24
国家知识产权局信息显示,联想(新加坡)私人有限公司申请一项名为"电子设备"的专利,公开号 CN121050539A,申请日期为2025年5月。专利摘要显示,本发明提供一种电子设备,能够抑制对从框 体突出的导光体施加的外力。电子设备(100)具备:具有盖板(111)和侧板(113)的框体、设置在框体的内 部的发光部(12)、具有前端突出部(22)的导光体(20)、以及对导光体(20)进行施力的施力结构(30)。在侧 板(113)形成有从内面(113a)到外面(113b)贯通的插通部(116)。导光体(20)能够沿着相对于侧板(113)接近 以及分离的方向移动。前端突出部(22)通过插通部(116)从侧板(113)的外面(113b)可出没地突出。施力结 构(30)通过弹性的推斥力对导光体(20)向前端突出部(22)的突出方向施力。 作者:情报员 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 ...
瑞声科技(02018):豆包 AI 手机核心供应商,合作多家大模型企业
智通财经网· 2025-12-02 08:40
Core Viewpoint - 瑞声科技's stock price experienced significant fluctuations, rising by up to 7.2% on December 2, following a previous increase of 3.4% [1] Group 1: Company Developments - 瑞声科技 is a core supplier for the speaker and motor of the Doubao AI phone, which is ByteDance's first public attempt in the AI hardware sector, featuring capabilities such as visual understanding and voice interaction [1] - The company has collaborated deeply with several overseas large model giants and smart terminal enterprises to explore innovative paths in "AI + terminal" [3] - 瑞声科技 announced the acquisition of Dispelix, a leader in AR diffraction waveguide technology, to strengthen its strategic expansion in the optical and XR fields [3] Group 2: Market Trends and Performance - The Doubao phone's innovative system-level AI integration and interaction model have garnered significant market attention, potentially triggering an upgrade trend among other brands [1] - In October, iPhone shipments in China increased by 37% year-on-year, with market share rising to 25%, marking the first increase since 2022 [3] - 瑞声科技 is a core supplier for the iPhone 17 Pro series thermal plate solutions, and its thermal products are expected to penetrate more product categories due to the increased thermal performance requirements of AI phones [3] - The expected shipment volume for 瑞声科技's products is projected to reach 150 million units by 2025, with sales revenue anticipated to triple this year [3]
英飞拓(002528)投资者索赔案已有胜诉先例,还可继续索赔
Xin Lang Cai Jing· 2025-12-02 08:23
Core Viewpoint - The article discusses the ongoing legal proceedings related to Infitop (002528) due to allegations of false statements, highlighting the potential for investor claims and the current status of lawsuits [1][2][3]. Group 1: Legal Proceedings - Infitop has received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation for suspected violations of information disclosure laws, leading to a formal case being opened against the company [3]. - A precedent has been set with a previous investor winning a lawsuit related to Infitop's false statements, indicating that affected investors can still file claims within the statute of limitations [1][2]. Group 2: Investor Claims - Investors who purchased Infitop shares between April 30, 2020, and April 30, 2024, and either sold or continued to hold their shares after April 30, 2024, are eligible to initiate claims for compensation [2][3]. - The law firm representing the investors has received a report on the calculation of investor losses, and they are actively pursuing further claims and accepting new clients for compensation [1][2].
立讯精密股价连续3天上涨累计涨幅5.3%,惠升基金旗下1只基金持51.58万股,浮盈赚取155.77万元
Xin Lang Cai Jing· 2025-12-02 07:22
Core Insights - Lixun Precision's stock price increased by 2.34% to 59.98 CNY per share, with a total market capitalization of 436.78 billion CNY and a trading volume of 10.92 billion CNY, marking a cumulative increase of 5.3% over three consecutive days [1] Company Overview - Lixun Precision Industrial Co., Ltd. was established on May 24, 2004, and listed on September 15, 2010. The company focuses on the research, production, and sales of connectors, primarily serving the 3C (computer, communication, consumer electronics), automotive, and communication equipment sectors [1] - The revenue composition of Lixun Precision is as follows: consumer electronics 78.55%, communication interconnect products and precision components 8.91%, automotive interconnect products and precision components 6.95%, computer interconnect products and precision components 3.93%, and other connectors and businesses 1.65% [1] Fund Holdings - The Huisheng Huize Mixed A Fund (008418) holds 515,800 shares of Lixun Precision, accounting for 2.03% of the fund's net value, ranking as the tenth largest holding. The fund has realized a floating profit of approximately 706,600 CNY today and 1,557,700 CNY during the three-day increase [2] - The Huisheng Huize Mixed A Fund was established on December 17, 2019, with a current scale of 671 million CNY. Year-to-date returns are 33.36%, ranking 2219 out of 8122 in its category, while the one-year return is 34.79%, ranking 1831 out of 8056 [2] Fund Manager Performance - The fund managers of Huisheng Huize Mixed A include Qian Ruinan, Sun Qing, and Xu Yuliang. Qian has a tenure of 17 years and 284 days, with a total fund size of 1.643 billion CNY and a best return of 284.8% during his tenure [3] - Sun has a tenure of 6 years and 37 days, managing 6.461 billion CNY, with a best return of 67.82% [3] - Xu has a tenure of 5 years and 37 days, managing 1.643 billion CNY, with a best return of 26.91% [3]
立讯精密股价连续3天上涨累计涨幅5.3%,红土创新基金旗下1只基金持41.56万股,浮盈赚取125.51万元
Xin Lang Cai Jing· 2025-12-02 07:17
Group 1 - Lixun Precision has seen a stock price increase of 2.34% to 59.98 CNY per share, with a total market capitalization of 436.78 billion CNY and a trading volume of 10.92 billion CNY, reflecting a turnover rate of 2.50% [1] - The stock has experienced a cumulative increase of 5.3% over the past three days [1] - The company specializes in the research, production, and sales of connectors, with its main business revenue composition being 78.55% from consumer electronics, 8.91% from communication interconnect products, 6.95% from automotive interconnect products, 3.93% from computer interconnect products, and 1.65% from other connectors and businesses [1] Group 2 - Hongtu Innovation Fund holds a significant position in Lixun Precision, with 415,600 shares representing 5.06% of the fund's net value, making it the seventh-largest holding [2] - The fund has realized a floating profit of approximately 569,400 CNY today and a total of 1,255,100 CNY during the three-day stock price increase [2] - The Hongtu Innovation Emerging Industry Mixed Fund has achieved a year-to-date return of 122.64%, ranking 11th out of 8,122 similar funds, and a one-year return of 115.77%, ranking 21st out of 8,056 similar funds [2]