电子元件

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胜宏科技股价上涨2.22% 英伟达产业链标的受关注
Jin Rong Jie· 2025-08-15 18:09
Group 1 - The latest stock price of Shenghong Technology is 230.70 yuan, with an increase of 5.01 yuan, representing a growth of 2.22% compared to the previous trading day. The intraday high reached 234.62 yuan, while the low was 225.90 yuan, with a total transaction amount of 6.071 billion yuan [1] - Shenghong Technology specializes in the design, production, and sales of printed circuit boards, with applications in consumer electronics, communication devices, automotive electronics, and industrial control. The company has established a comprehensive product portfolio covering both rigid and flexible circuit boards [1] - The company is considered an important player in the Nvidia supply chain, holding the largest global market share in AI computing cards and AI Data Center UBB & switches. Shenghong Technology plans to list in Hong Kong to raise funds for overseas capacity expansion and technology research and development [1] - The first-quarter financial report shows a year-on-year revenue growth of 80.31% and a year-on-year net profit attributable to shareholders growth of 339.22% [1] Group 2 - On the day of reporting, the net outflow of main funds for Shenghong Technology was 152 million yuan, accounting for 0.08% of the circulating market value. Over the past five days, the net inflow of main funds was 203 million yuan, representing 0.1% of the circulating market value [1]
弘信电子股价上涨5.29% 液冷与英伟达概念受关注
Jin Rong Jie· 2025-08-15 17:55
Group 1 - The stock price of Hongxin Electronics reached 32.86 yuan, an increase of 1.65 yuan or 5.29% from the previous trading day [1] - The company operates in the electronic components industry, focusing on flexible circuit boards and electronic components [1] - Hongxin Electronics has made advancements in AI server liquid cooling technology and computing chips, introducing "liquid cooling concept" and "NVIDIA concept" [1] Group 2 - The company's liquid cooling server leak monitoring solution has been recognized by leading international companies and has begun shipping as of April 2025 [1] - Hongxin Electronics has completed a dual-line layout for NVIDIA and domestic computing chips through the acquisition of Anlian Tong and collaboration with Suiruan Technology [1] - On August 15, the net inflow of main funds into Hongxin Electronics was 172 million yuan, accounting for 1.12% of the circulating market value [1]
一博科技股价上涨5.63% 公司变更持续督导保荐代表人
Jin Rong Jie· 2025-08-15 17:54
风险提示:股市有风险,投资需谨慎。 一博科技主营业务为电子元件的研发、生产和销售,涉及华为海思、低空经济等概念。公司最新总市值 为91.97亿元,流通市值为33.48亿元。 截至2025年8月15日收盘,一博科技股价报43.89元,较前一交易日上涨2.34元,涨幅5.63%。当日成交 额达7.90亿元,换手率为24.22%。 资金流向方面,8月15日主力资金净流入3813.15万元,近五日累计净流入1.24亿元。 8月15日晚间,一博科技发布公告称,变更持续督导工作的保荐代表人,调整后由胡安举、李金华担 任,持续督导期将按监管要求履行。 ...
和林微纳:2025年半年度公司实现营业收入43957.889364万元
Zheng Quan Ri Bao Zhi Sheng· 2025-08-15 14:13
Group 1 - The company, Helin Micro-Nano, reported a revenue of 439.57889364 million yuan for the first half of 2025, representing a year-on-year growth of 91.53% [1] - The net profit attributable to shareholders of the listed company was 30.68576047 million yuan [1]
维峰电子股价上涨2.05% 公司产品应用于医疗手术机器人
Sou Hu Cai Jing· 2025-08-15 10:49
Group 1 - The latest stock price of Weifeng Electronics is 47.18 yuan, an increase of 2.05% compared to the previous trading day [1] - The stock reached a high of 47.47 yuan and a low of 46.24 yuan during the trading session, with a total transaction amount of 112 million yuan [1] - Weifeng Electronics operates in the electronic components industry, focusing on the research, production, and sales of connector products [1] Group 2 - The company's products are widely used in consumer electronics, automotive electronics, and industrial control sectors [1] - Weifeng Electronics has indicated that some of its products are already applied in the control systems of medical surgical robots [1] - The company clarified that it currently does not have a direct partnership with Tesla [1] Group 3 - On the same day, the net outflow of main funds for Weifeng Electronics was 12.06 million yuan, with a cumulative net outflow of 16.27 million yuan over the past five days [1]
8月券商调研热:162家上市公司获关注,聚焦电子、医药生物等行业
Huan Qiu Wang· 2025-08-15 04:54
Group 1 - The core viewpoint of the articles highlights the active engagement of brokerage analysts in researching listed companies, particularly in the electronic, pharmaceutical, and machinery sectors, with a total of 162 companies being investigated since August [1] - Among the companies researched, Zhongchong Co., Ltd. has gained significant attention, hosting 61 brokerage firms for its performance briefing and revealing the establishment of over 22 modern production bases globally [3] - In the electronic sector, Baiwei Storage attracted 37 brokerage firms for research, while other companies like Jingfeng Mingyuan and Zhenlei Technology also received considerable attention [3] Group 2 - The machinery sector is experiencing heightened interest due to trends in robotics and high-end manufacturing, with companies like Jereh receiving 41 brokerage firm visits [3] - The pharmaceutical sector has emerged as a popular area for brokerage research, with companies such as Jiuzhou Pharmaceutical and Sanxin Medical being frequently investigated, focusing on the international expansion of Chinese pharmaceutical companies [4] - Sanxin Medical has accelerated its internationalization efforts, successfully registering products in countries like Indonesia and Peru, and is advancing certification processes in Turkey, Vietnam, and Brazil [4]
德邦科技股价下跌3.76% 大基金一期减持计划引关注
Jin Rong Jie· 2025-08-14 18:52
Group 1 - The stock price of Debang Technology is reported at 45.62 yuan, down by 1.78 yuan from the previous trading day, with an opening price of 47.01 yuan, a high of 47.89 yuan, and a low of 45.60 yuan [1] - The trading volume was 72,706 hands, with a transaction amount of 337 million yuan [1] - Debang Technology operates in the electronic components industry, focusing on the research and sales of semiconductor packaging materials and electronic-grade adhesives [1] Group 2 - The products of Debang Technology are widely used in integrated circuits and LED packaging [1] - The National Integrated Circuit Industry Investment Fund Phase I plans to reduce its holdings in Debang Technology by no more than 4.2672 million shares, accounting for 3% of the company's total share capital, starting from August 27 [1] - Previously, from May to June, the fund had already reduced its holdings by 4.2672 million shares, cashing out 165 million yuan [1] Group 3 - On the day of the report, the net outflow of main funds for Debang Technology was 8.8536 million yuan, accounting for 0.22% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 48.8126 million yuan, representing 1.2% of the circulating market value [1]
奥比中光-UW股价小幅回落 公司回应产品未涉及汽车自动驾驶
Jin Rong Jie· 2025-08-14 18:21
Group 1 - The stock price of Aobo Zhongguang-UW closed at 79.24 yuan on August 14, 2025, down 1.50% from the previous trading day, with a trading volume of 966 million yuan [1] - Aobo Zhongguang-UW operates in the electronic components industry, focusing on the research and application of 3D vision perception technology, with products covering consumer electronics, smart home, and robotics sectors [1] - The company responded to investor inquiries on its interactive platform, stating that its products are not yet applied in the automotive autonomous driving field, and its existing lidar products mainly serve mobile robot obstacle avoidance scenarios [1] Group 2 - On August 14, the net outflow of main funds was 124 million yuan, with a cumulative net outflow of 359 million yuan over the past five days [1]
英思特股价下跌3.42% 公司披露MIM钕铁硼技术新进展
Jin Rong Jie· 2025-08-14 18:21
英思特股价报84.60元,较前一交易日下跌3.00元。当日开盘价为86.86元,最高触及87.90元,最低下探 至84.60元,成交量为44890手,成交金额达3.86亿元。 英思特属于电子元件行业,主营业务为稀土永磁材料的研发、生产和销售。公司位于内蒙古自治区,是 西部地区重要的稀土永磁材料生产企业。 公司8月14日在投资者互动平台表示,其研发的MIM钕铁硼制备工艺技术能够突破传统工艺在产品形状 上的限制,可大批量生产复杂形状金属零件。该技术已获得发明专利授权,公司正在积极开发实现量产 的其他核心技术。 8月14日主力资金净流出6199.14万元,占流通市值的2.53%。近五个交易日累计净流出16095.51万元, 占流通市值的6.56%。 风险提示:股市有风险,投资需谨慎。 ...
沪电股份股价下跌5.51% 多只基金产品持仓浮现
Jin Rong Jie· 2025-08-14 18:21
数据显示,沪电股份当日主力资金净流出66317.76万元,占流通市值的0.63%。近五日主力资金净流入 50053.90万元,占流通市值的0.47%。 风险提示:股市有风险,投资需谨慎。 沪电股份主营业务为印制电路板的研发、生产和销售,产品广泛应用于通信设备、汽车电子、工业控制 等领域。公司所属行业为电子元件板块。 部分基金产品披露的持仓信息显示,沪电股份出现在多只基金的前十大重仓股名单中。永赢科技智选 A、景顺长城品质长青等基金产品均持有该公司股票。 沪电股份股价报55.07元,较前一交易日下跌3.21元,跌幅为5.51%。当日开盘价为57.98元,最高价 57.98元,最低价54.94元,成交量为756850手,成交额达42.48亿元。 ...