2月26日，市场探底回升，三大指数涨跌不一，创业板指盘中一度跌超1%，黄白线分化。截至收盘，沪指跌0.01%，深成指涨 0.19%，创业板指跌0.29%。 板块来看，PCB、CPO、液冷服务器、算力芯片概念等表现强势，电力板块走强，小金属概念表现活跃，环保股尾盘拉升。下 跌方面，影视院线、保险、房地产等板块跌幅居前。 全市场超2800只个股下跌。沪深两市成交额2.54万亿元，较上一个交易日放量759亿。 在节后资金持续回流的支持下，今天A股遭遇回调，但展现出较强韧性。 | 名称 | 贡献度 | 涨跌幅 | | --- | --- | --- | | 塞武纪-U | 2.3862 | 7.96% | | 润泽枝 | 1.6571 | 17.71% | | 胜宏科技 | 1.2863 | 7.75% | | 盤甲壓烯 | 1.1612 | 10.00% | | 天孚通信 | 1.0536 | 6.01% | | 沪电股份 | 0.9879 | 10.00% | | #湖股份 | 0.9845 | 7.76% | | 海肥亮奥 | 0.9572 | 2.52% | | 工业富联 | 0.7363 | 0.98% | ...

每经AI快讯，2月26日，颀中科技(688352.SH)公告称，2025年实现营业收入21.90亿元，同比增长 11.78%；但归属于母公司所有者的净利润为2.66亿元，同比下降15.16%，主要原因是合肥厂产能爬坡期 的固定成本及费用增长、研发投入增加，以及实施限制性股票激励计划导致的股份支付费用增长。 ...

Core Insights - The company reported a significant increase in revenue and net profit for the year 2025, with revenue reaching 9.031 billion yuan, a year-on-year increase of 51.32%, and net profit attributable to shareholders amounting to 1.001 billion yuan, reflecting a year-on-year increase of 154.97% [1] Group 1: Financial Performance - The company achieved a substantial growth in operating income, reaching 9.031 billion yuan, which is a 51.32% increase compared to the previous year [1] - The net profit attributable to the parent company's shareholders was 1.001 billion yuan, marking a remarkable increase of 154.97% year-on-year [1] - The company's earnings per share and return on equity also saw significant improvements, driven by the growth in net profit and overall asset expansion [1] Group 2: Business Strategy and Development - The company has strengthened its diversified business layout, focusing on sectors such as smartphones, automotive electronics, smart security, and machine vision [1] - Continuous investment in product research and development, along with market promotion, has facilitated rapid sales growth and enhanced profitability [1] - The innovation in technology and products has played a crucial role in driving the company's sales scale and improving per capita revenue [1]

Group 1 - A-shares showed mixed performance on February 26, with the ChiNext Index dropping over 1% at one point, while the Sci-Tech Innovation Board rose by 1.29%. Over 2800 stocks in the market declined [1] - The computing hardware sector led the gains, with strong performances from PCB, CPO, liquid cooling servers, and computing chip concepts. Notable stocks included ShenNan Circuit, Han's Laser, and Guanghe Technology, all hitting the daily limit [1] - The computing rental concept expanded its gains, with Runze Technology hitting the daily limit and closing up 17.7%. Other stocks like Zhongbei Communication and Huasheng Tiancheng also reached their daily limits [1] Group 2 - The power sector strengthened due to the AI wave, with Ganneng Co. achieving two consecutive limits and Huayin Power hitting the daily limit. The wind power sector also saw gains, with stocks like Xinqianglian and Dajin Heavy Industry rising significantly [2] - The commercial aerospace sector experienced a surge, with stocks like Chunhui Zhikong hitting a 20% limit and many others seeing substantial increases [2] - Conversely, the film and insurance sectors faced declines, with the film industry continuing to adjust, leading to significant drops in stocks like Bona Film and Hengdian Film [2] Group 3 - In the Hong Kong market, the Hang Seng Index fell over 0.8%, and the Hang Seng Tech Index dropped over 2% [3] - Tech stocks in Hong Kong collectively declined, with companies like Hua Hong Semiconductor and Xpeng Motors dropping over 4%, while Baidu and Kuaishou fell over 3% [4] Group 4 - The Asia-Pacific market saw the Nikkei 225 index rise by 0.29%, closing at 58753.39 points, while the KOSPI index increased by 3.67%, reaching a new historical high of 6307.32 points [6]

Core Viewpoint - The company, Sitwei (688213.SH), reported significant growth in its 2025 annual performance, with a 51.32% increase in revenue and a 154.97% increase in net profit attributable to shareholders [1] Financial Performance - The company achieved an operating revenue of 9.031 billion yuan during the reporting period [1] - The net profit attributable to shareholders reached 1.001 billion yuan [1] - The growth in net profit contributed to an expansion in the company's asset scale [1] Business Strategy - The company strengthened its diversified business layout, focusing on sectors such as smartphones, automotive electronics, smart security, and machine vision [1] - Continuous investment in product research and development, as well as market promotion, has driven rapid sales growth [1] - The innovation in technology and products has significantly enhanced the company's profitability and revenue per employee [1] Key Metrics - The company reported substantial increases in operating profit, total profit, net profit attributable to shareholders, net profit attributable to shareholders after deducting non-recurring gains and losses, basic earnings per share, and weighted average return on net assets [1]

A股三大指数今日涨跌不一，截至收盘， 上证指数跌0.01%，深成指涨0.19%， 创业板指跌0.29%， 北 证50指数跌0.15%，沪深京三市成交额25566亿元，较上日放量757亿元，三市超2400只个股上涨。 板块 题材上，CPO、铜缆高速连接、光纤、PCB、液冷 服务器、 风电设备、 航空发动机、 培育钻石、半导 体、 代糖概念股涨幅居前； 影视院线、 保险、 房地产、短剧 游戏、 汽车整车、贵金属、 免税店、 白 酒、零售板块跌幅居前。 AI硬件股全线领涨， 中韩半导体ETF逼近涨停，5GETF博时、通信ETF嘉实、通信ETF、通信ETF华夏 涨3.41%、2.78%、2.58%和2.54%。电网板块走高，电网ETF、 电网设备ETF涨3.23%和2.91%。 科创机 械ETF嘉实涨3.31%。=0.0331 责任编辑：磐石 医疗板块走低，恒生医药ETF、港股通医疗ETF富国、恒生医疗ETF博时、港股通医药ETF鹏华均跌逾 3%。地产板块回调，地产ETF跌3%。 财经频道更多独家策划、专家专栏，免费查阅>> ...

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。 有投资者在互动平台向宝利国际提问："你好，证监会官网披露，公司投资的半导体测试设备企业，南 京宏泰半导体企业，进行上市辅导并且受理，请问如果成功上市是否给公司财务投资带来影响？同时是 否给公司转型科技行业带来宝贵投资经验？有利于后面公司在科技行业投资？" 来源：市场资讯 针对上述提问，宝利国际回应称："尊敬的投资者，您好！公司持有宏泰科技2.6354%股权。根据中国 证监会公开发行辅导公示系统信息，江苏证监局于2026年2月11日受理了宏泰科技IPO辅导备案。后续 关于宏泰科技的IPO进展，请投资者以中国证监会指定信息披露平台发布的信息为准。敬请广大投资者 理性投资，注意投资风险。感谢您的关注！" ...

Core Insights - Shenghe Jingwei Semiconductor Co., Ltd. has successfully passed the IPO approval for the Sci-Tech Innovation Board, marking it as the first company to achieve this in the Year of the Horse [1][2] - The company is the first and only enterprise in mainland China to achieve large-scale production of 2.5D silicon-based chip packaging technology, showcasing its strategic rise supported by Kunyuan Asset's FOF ecosystem [1] Industry Trends - The AI boom is reshaping the global technology landscape, with computing power becoming a focal point in the semiconductor industry, as evidenced by IDC's prediction that China's computing power will reach 1,460.3 EFLOPS by 2026, doubling from 2024 [3] - The demand for high-performance chip manufacturing is surging, with industry experts noting that computing power demand is doubling every 3 to 4 months, necessitating new evolution paths in the semiconductor sector [4] Company Performance - Shenghe Jingwei is recognized as one of the largest and fastest-growing advanced packaging enterprises globally, ranking as the 10th largest and 4th largest in mainland China according to Gartner [6] - The company has the largest 12-inch bumping capacity in mainland China and is the first to provide 14nm advanced process bumping services, filling a critical gap in the high-end integrated circuit manufacturing chain [6] - In the 2.5D packaging market, Shenghe Jingwei holds an impressive 85% market share in mainland China, demonstrating its leading position in this technology [7] Financial Aspects - Shenghe Jingwei plans to raise 4.8 billion yuan through its IPO to invest in three-dimensional multi-chip integration packaging projects and enhance its manufacturing capacity for advanced packaging technologies [7] - The company’s revenue growth rate from 2022 to 2024 is the highest among the top ten global enterprises in the advanced packaging sector [6] Strategic Vision - Kunyuan Asset emphasizes the importance of "patient capital" in supporting hard technology breakthroughs, fostering a collaborative investment ecosystem that nurtures leading tech companies [8] - The successful IPO of Shenghe Jingwei is seen as a testament to the deep trust and mutual achievement between capital and technology, highlighting the potential for significant industrial advancement driven by the synergy of computing power, core algorithms, and intelligent terminals [9]

根据大摩报告，ASMPT今年全年的收入增速预计将从去年的7%加速至22%，主要得益于OSAT(外包半 导体封测)业务资本支出的增加。这表明公司在行业内的竞争力持续增强，并且有望在未来几年内保持 强劲的增长势头。ASMPT的收入增长势头将持续至2027年。 ASMPT(00522)尾盘涨超4%，截至发稿，涨4.25%，报115.2港元，成交额3.68亿港元。 大摩在最新研报中表示，预计ASMPT今年第一季度的收入将超出正常的季节性水平，达到40亿港元， 其中半导体解决方案业务环比增长8%。此外，公司已为长期增长做好充分准备，特别是在CoWoS-L和 高频宽内存(HBM)等新兴业务领域。这些技术的发展将成为公司未来收入增长的重要驱动力。 ...

新兴市场股票正逐渐成为今年以来全球股票市场最热门的投资与交易主题之一，并且全球最顶级基金经理们愈发偏好广义上的新兴市场资 产——包含新兴市场股票、债券以及主权货币类资产。花旗集团的股票分析师团队表示，来自全球最大规模的那些资产管理机构的基金经 理们已大幅增加对亚洲、拉丁美洲以及欧洲、中东和非洲新兴市场股票资产的多头仓位。 华尔街金融巨头花旗集团(Citigroup Inc.)的分析师们在审阅投资型基金们已公开发布的展望后表示，全球最大规模的那些资产管理机构—— 累计管理着逾20万亿美元资产，正在大举买入新兴市场股票标的/新兴市场ETF、本币债券甚至某些信用类资产，押注强劲的全球经济增长 态势、受益于全球AI基建狂潮的算力链高度集中和持续走弱的美元将利好新兴市场资产。 花旗集团的股票分析师团队表示，基金经理们已大幅增加对亚洲、拉丁美洲以及欧洲、中东和非洲新兴市场股票资产的多头仓位。新兴市 场债券则是他们最偏好的久期资产押注，与基金经理们对于美国国债和核心欧洲主权债券的空头仓位形成鲜明对比。花旗表示，在信用市 场中，新兴市场公司债务获得最大幅度的超配，而美国投资级债券仍是热门的低配或者减持对象。 即使本周全球市场 ...