半导体设备
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12月23日连板股分析:连板股晋级率超五成 半导体设备板块延续强势
Xin Lang Cai Jing· 2025-12-23 07:41
Core Viewpoint - The article highlights the strong performance of stocks with consecutive price increases, particularly in the semiconductor equipment sector, amidst a generally weak market sentiment with a significant number of stocks declining [1] Group 1: Market Performance - A total of 54 stocks hit the daily limit up, with 17 stocks classified as consecutive limit-up stocks, and 9 of these achieved three consecutive limit-ups or more [1] - The advancement rate of consecutive limit-up stocks is reported at 56.25%, excluding ST and delisted stocks [1] - The overall market saw nearly 3,900 stocks decline, indicating a weakening short-term sentiment [1] Group 2: Notable Stocks - Among the notable stocks, Shengtong Energy and Jiamei Packaging achieved consecutive limit-ups, while Luyan Pharmaceutical reached a five consecutive limit-up [1] - Shenjian Co. experienced a significant increase, achieving a four consecutive limit-up with notable trading volume [1] - Newly listed stocks N Tian Su and N Xi Hua both saw substantial gains, triggering a second trading halt [1] Group 3: Sector Performance - The semiconductor equipment sector, represented by cleanroom technology, continues to show strong performance with stocks like Shenghui Integration, Yaxiang Integration, and Chuangyuan Technology achieving two consecutive limit-ups [1] - The liquid cooling server concept remains active, with Yingweike hitting a historical high and stocks like Tongfei Co. and Yidong Electronics also achieving limit-ups [1]
A股收评:沪指冲高回落微涨0.07% 全市场近3900只个股下跌
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-23 07:38
Market Overview - The market experienced a pullback after an initial rise, with all three major indices briefly turning negative. The ChiNext index saw an intraday increase of over 1% [1][2] - At the close, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component by 0.27%, and the ChiNext index by 0.41% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1][2] - Nearly 3,900 stocks in the market declined [1][2] Sector Performance - The Hainan Free Trade Zone concept showed localized strength, with stocks such as Hainan Haiyao, Hainan Ruize, and Hainan Development hitting the daily limit [1][2] - The lithium battery sector was strong, with Tianji Co. reaching the daily limit [1][2] - Liquid cooling server stocks surged in the afternoon, with Yingweike and Jitai Co. also hitting the daily limit [1][2] - The semiconductor equipment sector was actively trading, with Shenghui Integration and Yaxiang Integration achieving consecutive gains [1][2] - The non-ferrous tungsten sector performed well, with Xianglu Tungsten and Zhangyuan Tungsten both hitting the daily limit [1][2] Declining Sectors - The commercial aerospace sector saw a pullback, with Shunhao Co. and Aerospace Machinery falling to the daily limit [1][2] - The tourism sector experienced declines, with Qujiang Cultural Tourism hitting the daily limit [1][2] - Sectors such as lithography machines, batteries, and the Hainan Free Trade Zone saw the largest gains, while tourism and hotel, as well as commercial aerospace sectors, faced the largest declines [1][2]
海南板块,涨幅居前
财联社· 2025-12-23 07:19
板块方面,光刻机、电池、海南自贸区等板块涨幅居前,旅游及酒店、商业航天等板块跌幅居前。 今日A股市场冲高回落,三大指数一度集体翻绿,创业板指盘中涨超1%。今日上市的三只新股悉数大涨,新股N天溯、N锡华均触发二次临停。沪深 两市成交额1.9万亿,较上一个交易日放量379亿。全市场近3900只个股下跌。 从板块来看, 海南自贸概念局部强势 ,海南海药、海南瑞泽、海南发展涨停。 锂电池板块走强 ,天际股份涨停。液冷服务器午后拉升,英维克、 集泰股份涨停。半导体设备概念反复活跃,圣晖集成、亚翔集成2连板。有色·钨概念表现活跃,翔鹭钨业、章源钨业双双涨停。下跌方面,商业航天 概念冲高回落,顺灏股份、航天机电跌停。旅游概念多股下挫,曲江文旅跌停。 截至收盘,沪指涨0.07%,深成指0.27%,创业板指0.41%。 市场概况 2781 1022 838 233 160 125 96 68 86 46 39 38 15 小于 大于 涨停 +4% 0% -6% +6% -2% -4% -8% +8% +2% 跌停 +8% -8% 上涨 1512家 持平 96家 下跌 3856家 跌停 15家 涨停 68家 停牌 15家 两市成 ...
沪指冲高回落微涨0.07%,全市场近3900只个股下跌
Feng Huang Wang Cai Jing· 2025-12-23 07:14
沪深两市成交额1.9万亿,较上一个交易日放量379亿。全市场近3900只个股下跌。截至收盘,沪指涨0.07%,深成指涨0.27%,创业板指涨0.41%。 凤凰网财经讯 12月23日,市场冲高回落,三大指数一度集体翻绿,创业板指盘中涨超1%。 72.00% 封板 54 触及 21 板块方面,光刻机、电池、海南自贸区等板块涨幅居前,旅游及酒店、商业航天等板块跌幅居前。 昨涨停今表现 从板块来看,海南自贸概念局部强势,海南海药、海南瑞泽、海南发展涨停。锂电池板块走强,天际股份涨停。液冷服务器午后拉升,英维克、集泰股份涨 停。半导体设备概念反复活跃,圣晖集成、亚翔集成2连板。有色·钨概念表现活跃,翔鹭钨业、章源钨业双双涨停。下跌方面,商业航天概念冲高回落,顺 灏股份、航天机电跌停。旅游概念多股下挫,曲江文旅跌停。 涨停表现 封板率 1.37% 高开率 70% 获利率 ...
收评:沪指冲高回落微涨0.07%
Mei Ri Jing Ji Xin Wen· 2025-12-23 07:13
Market Overview - The market experienced a pullback after an initial rise, with all three major indices briefly turning negative, while the ChiNext index saw an intraday increase of over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1] - Nearly 3,900 stocks in the market declined [1] Sector Performance - The Hainan Free Trade Zone concept showed localized strength, with stocks such as Hainan Haiyao, Hainan Ruize, and Hainan Development hitting the daily limit [1] - The lithium battery sector strengthened, with Tianji Co. also reaching the daily limit [1] - Liquid cooling server stocks surged in the afternoon, with Yingweike and Jitai Co. hitting the daily limit [1] - The semiconductor equipment sector was actively traded, with Shenghui Integration and Yaxiang Integration achieving consecutive daily limits [1] - The non-ferrous tungsten sector performed actively, with Xianglu Tungsten and Zhangyuan Tungsten both hitting the daily limit [1] Declining Sectors - The commercial aerospace sector saw a pullback after an initial rise, with Shunhao Co. and Aerospace Machinery both hitting the daily limit down [1] - The tourism sector experienced declines, with Qujiang Cultural Tourism hitting the daily limit down [1] Index Closing - At the close, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component Index increased by 0.27%, and the ChiNext Index gained 0.41% [1]
半导体设备用磁浮运动平台产业调研报告(附核心企业介绍)
QYResearch· 2025-12-23 07:04
半导体设备用磁浮运动平台的主要生产商 | 总部 / 国家 | 公司名称 | 业务介绍 | | --- | --- | --- | | 德国 | Beckhoff Automation | Beckhoff Automation 是一家全球自动化技术公司,专注于开 | | | | 发和制造基于 PC 控制技术的开放式自动化系统及组件。其 | | | | 主要业务包括工业 PC 、 I/O 与现场总线模块、驱动技术、 | | | | 自动化软件、无控制柜自动化解决方案和机器视觉硬件等产 | | | | 品,这些硬件和软件既可作为独立部件使用,也能集成成完 | | | | 整的控制系统,覆盖从数控机床到智能建筑等广泛行业应 | | | | 用。 Beckhoff 以其 PC-based 控制理念、 TwinCAT 自动化软 | | | | 件和 EtherCAT 实时现场总线技术为核心,为全球客户提供 | 半导体设备用磁浮运动平台,是指在半导体制造、检测与封装设备中,以电磁力或电磁 - 永磁混合力实现被载体(如晶圆、 掩模、基板等)与基座之间完全非接触悬浮,并通过闭环控制实现多自由度、高精度、高动态定位与扫描运动的 ...
震荡上行,起步了吗?
Ge Long Hui· 2025-12-23 06:07
Market Performance - The three major indices experienced slight increases, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index by 0.65%, and the ChiNext Index by 0.78% [1] - Over 3,300 stocks in the two markets saw gains, with a total trading volume of 1.24 trillion yuan [1] Industry Highlights - The lithium battery supply chain is rapidly strengthening, with stocks such as Tianji Co. and Tianci Materials hitting the daily limit [3] - The tungsten sector showed active performance, with Xianglu Tungsten and Zhangyuan Tungsten both reaching the daily limit [3] - The semiconductor equipment sector continued its strong performance, with Shenghui Integration achieving a historical high after two consecutive trading days of gains [3] Other Notable Developments - The commercial aerospace sector experienced a pullback, with Aerospace Machinery falling to the daily limit [3] - The film and cinema sector is undergoing a continued decline, with multiple stocks, including Bona Film Group, experiencing two consecutive days of losses [3] - Various industry sectors such as satellite internet, space station concepts, DRG/DIP, and Beidou navigation all followed suit with declines exceeding 2% [3] News Announcements - DingTalk launched over 20 AI products, including enterprise-level AI hardware DingTalk Real [3] - The U.S. State Department approved a potential foreign military sale to the Spanish government, providing F-404 engine fans valued at $200 million [3] - The Long March 12A reusable launch vehicle, developed by the China Aerospace Science and Technology Corporation's Eighth Academy, is scheduled for its maiden flight today [3]
大族激光分拆计划“折戟” 上海富创得终止创业板IPO辅导
Xi Niu Cai Jing· 2025-12-23 05:26
近日,激光行业巨头大族激光的子公司分拆上市计划再次遭遇变局,其控股子公司上海大族富创得科技股份有限公司(以下简称"上海富创得")终止了创业 板上市辅导事项,这标志着大族激光旗下又一重要资本运作项目按下暂停键。 根据大族激光12月15日晚间发布的公告,上海富创得终止上市辅导的原因是"鉴于发展战略及资本运作规划发生调整"。该公司曾于2023年2月提交创业板上 市辅导备案材料并获得受理,辅导机构为中信证券。然而,在经过两年多的辅导期后,双方于今年12月初签署了终止协议。 这使其能够避免过早暴露于公开市场的业绩压力,在集团体系内获得更稳定的资源支持,专注于技术研发与市场拓展。 此次并非大族激光在分拆上市道路上的首次受挫。自2022年初成功分拆大族数控至创业板上市后,大族激光计划推动多家子公司独立上市。LED封装设备子 公司大族封测,在经历3轮审核问询后,于2024年初撤回了上市申请。如今上海富创得终止创业板IPO辅导,使得大族激光的"分拆系"目前仅存大族数控这一 家上市公司。 市场分析人士认为,这一系列调整背后,既有企业自身战略的重新考量,也深受A股市场环境变化的影响。自2023年下半年以来,监管部门加强了一二级市 ...
光刻机概念短线拉升,美埃科技触及“20cm”涨停
Xin Lang Cai Jing· 2025-12-23 05:08
Group 1 - The core viewpoint of the article highlights a short-term surge in the photolithography machine concept stocks, indicating a positive market sentiment towards this sector [1] Group 2 - Mei Ai Technology reached a "20cm" limit up, showcasing significant investor interest and confidence in its stock performance [1] - Ke Ma Technology saw an increase of over 15%, reflecting strong market demand and potential growth in the photolithography sector [1] - Tong Fei Co., Ltd. experienced a rise of over 14%, further indicating a bullish trend among companies involved in photolithography technology [1] - Other stocks such as Hengkun New Materials, Dongcai Technology, Aisen Co., Shanghai Xinyang, and Maolai Optics also followed the upward trend, suggesting a broader market rally in this industry [1]
四大龙头股,齐创历史新高!
Zhong Guo Zheng Quan Bao· 2025-12-23 05:00
Market Overview - A-shares continued to rebound with all three major indices rising, with the Shanghai Composite Index achieving a five-day winning streak [1] - The new energy sector rebounded, driven by the continuous rise in lithium carbonate futures, leading the lithium battery industry chain [1] - The semiconductor and financial sectors showed active performance, with leading stocks like North Huachuang and Tsinghua Unigroup reaching historical highs [1] Semiconductor Industry - The semiconductor industry chain was notably strong, with segments such as photolithography machines, electronic chemicals, and storage chips experiencing price increases [2] - North Huachuang's stock rose by 4.72%, reaching a market value of 353 billion yuan, while Tsinghua Unigroup increased by 1.46%, with a market value of 103.2 billion yuan [2] - Analysts indicated that "shortage" and "price increase" are the main catalysts for the semiconductor industry, particularly in storage chips, which are experiencing a supply shortage and price hikes [4] Storage Market Outlook - According to CFM's recent report, a significant supply gap is expected in the server eSSD and DDR5 RDIMM markets in Q1 2026, with DDR5 RDIMM prices projected to rise by over 40% and eSSD prices by 20-30% [5] - The demand for AI is driving global storage and advanced process capacity expansion, with domestic storage and advanced process expansion expected to accelerate from 2026 to 2027 [5] - Analysts suggest focusing on three main lines: AI server demand, AI endpoint applications, and the domestic supply chain's growth potential [6] Financial Sector - The financial sector showed active performance, particularly in the insurance segment, with stocks like Xinhua Insurance and China Pacific Insurance reaching historical highs [7] - Xinhua Insurance's stock was at 72.96 yuan, with a market value of 152.2 billion yuan, while China Pacific Insurance was at 41.97 yuan, with a market value of 287.3 billion yuan [8] - The National Financial Regulatory Administration released a draft for public consultation on asset-liability management for insurance companies, aiming to enhance governance structures [9] - The adjustment of risk factors for insurance companies' stock investments is expected to reduce capital occupation and improve solvency ratios [10]