数据显示，中泰证券资管旗下1只基金重仓三环集团。中泰星锐景气成长混合A（018372）三季度持有 股数4.07万股，占基金净值比例为3%，位居第八大重仓股。根据测算，今日浮盈赚取约1.91万元。 中泰星锐景气成长混合A（018372）成立日期2023年7月18日，最新规模3035.84万。今年以来收益 25.83%，同类排名3615/8087；近一年收益23.91%，同类排名3654/8085；成立以来收益7.08%。 12月30日，三环集团涨1.02%，截至发稿，报46.57元/股，成交1.14亿元，换手率0.13%，总市值892.51 亿元。 资料显示，潮州三环(集团)股份有限公司位于广东省潮州市凤塘三环工业城内综合楼,香港铜锣湾勿地臣 街1号时代广场2座31楼，成立日期1992年12月10日，上市日期2014年12月3日，公司主营业务涉及电子 元件及其基础材料的研发、生产和销售。主营业务收入构成为：电子、通信元件及材料98.84%，其他 (补充)1.16%。 从基金十大重仓股角度 责任编辑：小浪快报 中泰星锐景气成长混合A（018372）基金经理为高兰君。 截至发稿，高兰君累计任职时间6年195天，现任 ...

Core Insights - Dongguan's foreign trade import and export total is expected to maintain an average of over 1.3 trillion yuan during the 14th Five-Year Plan period, solidifying its status as a major foreign trade city [1][2] - From January to November 2025, Dongguan's import and export reached 1.43619 trillion yuan, a year-on-year increase of 14.3%, ranking fifth in China and second in Guangdong Province [1] - The export of high-tech products from Dongguan reached 338.11 billion yuan, growing by 17.2% year-on-year, indicating a significant improvement in product structure [1] Trade Performance - The number of enterprises engaged in import and export activities in Dongguan increased by nearly 10,000 during the 14th Five-Year Plan, with private enterprises accounting for over 60% of the total [2] - From January to November 2025, private enterprises in Dongguan had an import and export volume of 900 billion yuan, representing 62.7% of the city's total, with a year-on-year growth of 20.9% [2] Industry Development - Dongguan's industrial structure is evolving, producing nearly 25% of the world's smartphones, 20% of sweaters, and 25% of animation derivatives, along with 85% of China's trendy toys [2] - The new generation of electronic information industry in Dongguan is steadily developing, with the electrical machinery and equipment manufacturing industry surpassing 500 billion yuan in output value [2] - Emerging industries such as semiconductors, integrated circuits, new energy, biomedicine, and artificial intelligence are beginning to show results in Dongguan [2]

每经AI快讯，电连技术（SZ 300679，收盘价：48.86元）12月29日晚间发布公告称，公司第四届第十一 次董事会会议于2025年12月29日在公司会议室以现场加通讯表决的方式召开。会议审议了《关于部分募 集资金投资项目延期的议案》等文件。 2025年1至6月份，电连技术的营业收入构成为：电子元件占比83.58%，其他行业占比16.42%。 截至发稿，电连技术市值为208亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 曾健辉） ...

（编辑 任世碧） 证券日报网讯 12月29日，飞荣达在互动平台回答投资者提问时表示，公司深耕热管理与电磁屏蔽领域 多年，产品矩阵涵盖导热材料、散热器件、风冷/液冷方案、电磁屏蔽材料及器件等，能够满足不同客 户的不同产品、不同使用环境场合及不同使用等级等方面的需求，且公司在液冷散热领域也已展现出显 著的技术优势，在业务推进上取得了显著进展。随着液冷散热市场空间和市场潜力的逐步释放，公司将 依托技术创新、产品优化，以及在市场服务的深度挖掘，持续巩固并扩大公司在散热领域的竞争优势。 同时，公司也将持续加大对液冷相关产品的研发及技术创新投入，不断探索和深化液冷技术在各个领域 的应用，以推动公司产业进步和满足市场需求。关于公司生产经营、技术成果及业务开展等情况，请持 续关注公司后续披露的定期报告。 ...

公司收到控股股东无锡韦感及韦豪创芯的通知，双方于2025年12月26日签署了《股份转让协议》及 《一致行动人协议》，具体情况如下： 控股股东无锡韦感与韦豪创芯签署了《股份转让协议》。无锡韦感拟以协议转让方式将其所持有的 公司股份合计19,000,000股（占公司总股本的5.24%）以人民币12.03元/股的价格转让给韦豪创芯，转让 价款总额为人民币228,570,000.00元。本次交易的转让价格系参考《股份转让协议》签署日的前一交易 日标的股份二级市场收盘价，经双方协商一致确定。本次定价符合《上市公司收购管理办法》和《深圳 证券交易所上市公司股份协议转让业务办理指引》等相关规定。 为了稳定上市公司控制权，同日，无锡韦感与韦豪创芯签署了《一致行动人协议》，构成一致行动 人关系。 若前述股份转让及一致行动事项最终完成，无锡韦感将直接持有公司股份27,848,015股，（占公司 总股本的7.67%），韦豪创芯将直接持有公司股份19,000,000股，（占公司总股本的5.24%）。周思远系 无锡韦感及韦豪创芯实际控制人，周思远通过无锡韦感及韦豪创芯在公司拥有的表决权的股份数量合计 为46,848,015股，占公司总 ...

Core Viewpoint - The company is focusing on high-end transformation and upgrading of its product structure through continuous technological innovation and market expansion, particularly in emerging market applications [1] Group 1: Company Developments - The company's subsidiary, Guangdong Guohua New Materials Technology Co., Ltd., has developed microwave ceramic devices that are now applied in satellite terminals [1] - The product range includes MLCCs, chip resistors, inductors, and supercapacitors, indicating a comprehensive series of electronic components [1] Group 2: Market Strategy - The company plans to closely monitor emerging market application areas and strategically position itself to meet market demand [1] - The focus on technological innovation and market-driven approaches aims to enhance the company's competitiveness in aerospace-related fields [1]

据交易所数据显示，截至12月29日收盘，大盘主力资金净流出718.28亿元。主力资金流入前十大板块分别为： 银行（11.14亿元）、 石油行业（8.88亿 元）、 多元金融（8.77亿元）、化纤行业（6.51亿元）、 风电设备（6.08亿元）、 软件开发（4.99亿元）、工程咨询服务（3.80亿元）、 工程机械（2.19亿 元）、电子元件（1.95亿元）、水泥 建材（0.99亿元）。 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 银行 | 0.53 | 11.14亿元 | 兴业银行 | | 石油行业 | 2.14 | 8.88亿元 | 史史酒日 | | 多元金融 | 2.06 | 8.77亿元 | 翠微股份 | | 化纤行业 | 2.93 | 6.51亿元 | 吉林化纤 | | 风电设备 | 1.02 | 6.08亿元 | 金风科技 | | 软件开发 | -0.28 | 4.99亿元 | 拓维信息 | | 工程咨询服 | 1.1 1 | 3.80亿元 | 华建集团 | | --- | --- | --- | --- | | 务 | ...

Core Viewpoint - The company reported significant growth in its mid-year performance for 2020, with a notable increase in both revenue and net profit, driven by a swift recovery in operations and strong sales in new energy products [1] Financial Performance - The company achieved a revenue of 523 million yuan in the first half of 2020, representing a year-on-year growth of 12.45% [1] - The net profit attributable to shareholders reached 145 million yuan, marking a substantial increase of 342.02% compared to the same period last year [1] Business Segments - The company's revenue structure indicates that the magnetic components and switch power supply businesses generated revenues of 311 million yuan and 198 million yuan, respectively, with year-on-year growth rates of 14.25% and 12.29% [1] Geographic Distribution - Domestic sales accounted for 37.71% of total revenue, while export sales made up 62.29% [1]

Group 1 - Nearly 150 listed companies disclosed institutional investor research records this week, with Lingyi iTech leading with over 100 inquiries due to its acquisition announcement, which has attracted significant market attention [2][3] - In December, approximately 800 companies received institutional research, with Zhongke Shuguang being the most researched, totaling 365 inquiries [3][5] Group 2 - Lingyi iTech announced it will acquire a 35% stake in Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan, gaining control of 52.78% of voting rights through a voting rights entrustment [3][4] - During the research period, Lingyi iTech was asked about Liminda's business in server segments and its client base, which includes major overseas clients like NVIDIA and Google [4] Group 3 - The top ten A-share companies by the number of institutional inquiries this week include Lingyi iTech with 106 inquiries, followed by Pulite with 76 and Guangting Information with 66 [5][7] - In December, the most active institutional research was conducted by CITIC Securities, with a total of 115 inquiries, focusing on companies like Jinfatech, Lian Micro, and Zhongke Shuguang [8] Group 4 - Companies' development plans for 2026 have been a focal point during the inquiries, with Minxin Co. indicating a diversification of pressure products into the smartphone sector and Wave Optoelectronics emphasizing growth in semiconductor and laser businesses [10]

Group 1 - Nearly 150 listed companies disclosed institutional investor research records this week, with Lingyi iTech leading with over 100 inquiries due to its acquisition announcement [2][3] - In December, around 800 companies received institutional research, with Zhongke Shuguang being the most researched, totaling 365 inquiries [3][5] - Lingyi iTech announced it will acquire 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] Group 2 - During the research period, Lingyi iTech was asked about Liminda's business in server segments and its client base, which includes major overseas clients like NVIDIA and Google [4] - Liminda specializes in thermal management solutions for enterprise-level servers, offering products such as liquid cooling connectors and heat management hardware [4] - The focus of institutional inquiries included companies' development plans for 2026, with attention on product diversification and market expansion strategies [6][7]