证券日报网讯 1月14日，伊之密在互动平台回答投资者提问时表示，展望2026年，公司将继续专注主 业，推动产品向高端化、智能化、绿色化继续演进。同时，公司将持续深化技术创新与产品升级，加快 全球化布局与本地化服务体系建设，提升运营效率和客户黏性。在稳健经营与风险管控并重的基础上， 公司将坚持长期主义，通过持续提升核心竞争力和盈利质量，力争在稳健经营基础上实现高质量的增 长。 （文章来源：证券日报） ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company is expected to achieve significant growth in net profit due to the demand for AI computing and PCB drill bits, with a projected net profit of 4.1-4.6 billion yuan for 2025, representing a year-on-year increase of 80.72%-102.76% [6] - The fourth quarter is anticipated to see a net profit of 1.28-1.78 billion yuan, reflecting a year-on-year growth of 132.73%-223.64% and a quarter-on-quarter increase of 4.92%-45.90% [6] - The demand for high-layer and HDI process PCBs is expected to rise significantly, driven by the growth in AI server markets, which will enhance the sales of high-value drill bits and improve the company's gross and net profit margins [6] Financial Performance Summary - The company forecasts net profits of 4.28 billion yuan in 2025, 11.21 billion yuan in 2026, and 25.36 billion yuan in 2027, with respective year-on-year growth rates of 88.62%, 161.98%, and 126.21% [8] - The current price-to-earnings (P/E) ratios are projected to be 154.60 for 2025, 59.01 for 2026, and 26.09 for 2027 [8] - Revenue is expected to grow from 1.32 billion yuan in 2023 to 6.88 billion yuan in 2027, with a compound annual growth rate of 66.48% [9]

周三，A股高位盘整，早盘一路上扬收复昨日失地，但午后受突发消息影响，高位出现回调。根据交易所数据，1月14日收盘，上证指数跌0.31%报4126.09 点，深证成指涨0.56%，创业板指涨0.82%，沪深300跌0.4%，科创50涨2.13%。 沪深两市2562股上涨，2494股下跌，127股持平，合计成交额3.94万亿元，再创历史新高，逼近4万亿天量，较前一交易日放量约2904.18亿元。 徐小明提到，对于昨天的回落，当时说无法判定规模，今天上午就基本吃掉了昨天的调整。今天的回落，结论也一样，各周期都没有顶部结构，价格也距离 趋势比较远，无法判定高点，所以无法判定高点的级别，这个回落随时有可能结束。 徐小明认为，市场已经很强了，不能要求其更强了。知足者，常乐。 风险提示：此文章不构成投资建议。股市有风险，投资需谨慎。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 资金方面，大盘主力资金净流出889.40亿元，互联网服务主力资金净流入67.59亿元居首，其次是软件开发、化学原料、贵金属、综合行业；电网设备主力资 金净流出71.31亿元居首，其次是消费电子、半导体、银行、通用设备。 针对突发调整 ...

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！ 1月14日，江苏神通收跌0.88%，收盘价为15.82元，发生2笔大宗交易，合计成交量180万股，成交金额 2588.4万元。 第2笔成交价格为14.38元，成交133.70万股，成交金额1,922.61万元，溢价率为-9.10%，买方营业部为国 信证券股份有限公司青岛分公司，卖方营业部为东吴证券股份有限公司苏州工业园区星原街证券营业 部。 进一步统计，近3个月内该股累计发生12笔大宗交易，合计成交金额为1.41亿元。该股近5个交易日累计 下跌1.80%，主力资金合计净流出9458.22万元。 责任编辑：小浪快报 第1笔成交价格为14.38元，成交46.30万股，成交金额665.79万元，溢价率为-9.10%，买方营业部为国泰 海通证券股份有限公司深圳滨河大道证券营业部，卖方营业部为长江证券股份有限公司上海分公司。 ...

从资金流向上来看，当日通用设备板块主力资金净流出43.09亿元，游资资金净流入2.14亿元，散户资金 净流入40.96亿元。通用设备板块个股资金流向见下表： 证券之星消息，1月14日通用设备板块较上一交易日上涨0.56%，七丰精工领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920169 | 七幸精工 | 46.15 | 30.00% | 20.88万 | | 8.84亿 | | 301043 | 绿岛风 | 76.74 | 20.00% | 5.13万 | | 3.85亿 | | 301468 | 博盈特焊 | 63.52 | 11.44% | 19.18万 | | 11.94亿 | | 301377 | 鼎泰高科 | 161.36 | 10.29% | 9.03万 | | 14.23亿 | | 002131 | 利欧股份 | 9.93 | 9 ...

Group 1 - The main market saw a net inflow of 19.18 billion yuan as of January 14 [1] - The top ten sectors with the largest capital outflows included Energy Metals (-1.365 billion yuan), Wind Power Equipment (-1.086 billion yuan), and Communication Equipment (-0.983 billion yuan) [1] - The banking sector experienced a capital outflow of 0.721 billion yuan, while the healthcare services sector saw an outflow of 0.628 billion yuan [1] Group 2 - The Energy Metals sector had a slight decline of 0.13% with a net outflow of 1.365 billion yuan, led by the company Greenmei [2] - The Wind Power Equipment sector increased by 1.61% but still faced a net outflow of 1.086 billion yuan, with major outflow attributed to Daikin Heavy Industries [2] - The Communication Equipment sector rose by 4.01% despite a net outflow of 0.983 billion yuan, primarily driven by Galaxy Electronics [2][3]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for招商银行 (China Merchants Bank), 潮宏基 (Chao Hong Ji), and 汉朔科技 (Han Shuo Technology) [1][2] - The target price increases for the top companies are as follows: 招商银行 at 41.87%, 潮宏基 at 26.27%, and 汉朔科技 at 25.61% [1][2] - On January 13, a total of 18 listed companies received broker recommendations, with 潮宏基 receiving recommendations from 2 brokers, while 渝农商行 (Yunong Commercial Bank) and 新集能源 (Xinjie Energy) received recommendations from 1 broker each [2][3] Group 2 - Five companies received initial coverage from brokers on January 13, including 隆华科技 (Longhua Technology) and 豪能股份 (Haoneng Co.), which were rated "Buy" and "Increase" by Northeast Securities [3][4] - 桐昆股份 (Tongkun Co.) and 新凤鸣 (Xinfengming) both received "Buy" ratings from Dongwu Securities, while 江海股份 (Jianghai Co.) was rated "Buy" by Tianfeng Securities [4]

证券日报网讯 1月13日，中密控股（300470）在互动平台回答投资者提问时表示，2025年公司核电密封 产品订单平稳，核主泵密封的市场拓展进度较慢，公司在核二三级泵及常规岛泵用机械密封市场的占有 率仍保持较高水平，同时公司铺垫多年的核电领域增量市场业务也已经开始产生存量业务需求。核电密 封相关科研工作正常进行中。 ...

Group 1 - The core focus of the company is to provide one-stop solutions in the semiconductor wet processing equipment sector, achieving full process coverage for 28nm technology and advancing towards more sophisticated processes [1][36] - The company aims to transition from being a "backup" option to a "primary" choice by leveraging domestic opportunities and establishing deep partnerships with clients to offer comprehensive lifecycle services from equipment to materials [2][31] - The equipment business has low gross margins primarily due to low delivery volumes, high fixed costs, and initial cost losses in the domestic supply chain, with improvements dependent on increasing delivery volumes and supply chain maturity [3][31] Group 2 - The system integration business has a gross margin exceeding 30% initially, but faces cash flow pressure due to high upfront costs and long payment cycles, with market shares in gas and chemical systems at nearly 50% and 30% respectively [4][31] - The bulk gas station business serves as a stabilizing cash flow source, enhancing overall financial quality, with measures in place to improve profit margins and cash flow through better receivables management and operational efficiency [5][31] - The company has seen significant growth in contract liabilities and inventory, indicating robust order volumes and ongoing business expansion, with contract liabilities reaching 741 million yuan, a year-on-year increase of 34.63% [9][36] Group 3 - The company reported a revenue of 2.367 billion yuan for the first three quarters of 2025, a year-on-year decrease of 10.33%, and a net profit attributable to shareholders of 85 million yuan, down 56.08% [9][36] - The third quarter gross margin improved to 35.07%, reflecting an increase of 8.24 percentage points quarter-on-quarter, driven by product structure optimization and effective cost control [9][36] - The company has increased R&D investment, with expenditures reaching 166 million yuan in the first three quarters of 2025, a year-on-year increase of 8.77%, enhancing product competitiveness [9][36]

从资金流向上来看，当日通用设备板块主力资金净流出56.23亿元，游资资金净流入5.75亿元，散户资金 净流入50.48亿元。通用设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002342 | 巨力索具 | 13.29 | 10.02% | 375.58万 | | 48.24亿 | | 600783 | 鲁信创投 | 39.44 | 10.01% | 150.20万 | | 54.97亿 | | 002931 | 锋龙股份 | 61.79 | 10.01% | ● 1.31万 | | 8070.08万 | | 002131 | 利欧股份 | 9.03 | 9.99% | 1 58.35万 | | 5.27亿 | | 300553 | 集智股份 | 50.59 | 8.10% | 21.14万 | | 10.83 乙 | | 920685 | 新芝生物 | 16.05 | 6.01% | 10.22万 | | 1.77亿 | | 000595 | *S ...