资料显示，华海清科股份有限公司位于天津市津南区咸水沽镇聚兴道11号，成立日期2013年4月10日， 上市日期2022年6月8日，公司主营业务涉及从事半导体专用设备的研发、生产、销售及技术服务。主营 业务收入构成为：CMP/减薄装备销售87.70%，其他产品和服务12.30%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓华海清科。汇添富上证科创板芯片ETF（588750）二季度持有 股数21.69万股，占基金净值比例为2.39%，位居第十大重仓股。根据测算，今日浮亏损失约139.26万 元。 汇添富上证科创板芯片ETF（588750）成立日期2024年12月18日，最新规模15.33亿。今年以来收益 51.58%，同类排名302/4222；成立以来收益48.18%。 9月2日，华海清科跌5.01%，截至发稿，报121.75元/股，成交7.02亿元，换手率1.58%，总市值430.27亿 元。 截至发稿，孙浩累计任职时间2年6天，现任基金资产总规模134.34亿元，任职期间最佳基金回报 121.92%， 任职期间最差基金回报3.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布， ...

Group 1 - The core point of the news is that拓荆科技 experienced a decline of 5.14% in its stock price, reaching 186.39 yuan per share, with a trading volume of 832 million yuan and a turnover rate of 1.56%, resulting in a total market capitalization of 52.139 billion yuan [1] - 拓荆科技, established on April 28, 2010, and listed on April 20, 2022, is located in Shenyang, Liaoning Province, and specializes in the research, production, sales, and technical services of high-end semiconductor equipment. The main business revenue composition is 96.47% from semiconductor equipment and 3.53% from other sources [1] Group 2 - From the perspective of fund holdings, 长城基金 has one fund heavily invested in 拓荆科技. The 长城科创两年定开混合A fund held 44,700 shares in the second quarter, accounting for 3.03% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 451,400 yuan [2] - The 长城科创两年定开混合A fund was established on September 1, 2021, with a current size of 220 million yuan. Year-to-date returns are 29.1%, ranking 2,686 out of 8,184 in its category, while the one-year return is 79.11%, ranking 866 out of 7,971. Since its inception, the fund has experienced a loss of 3.46% [2] - The fund manager, 赵凤飞, has been in the position for 7 years and 181 days, with the total asset size of the fund being 899 million yuan. The best fund return during his tenure is 50.42%, while the worst return is -5.37% [2]

2025 年 9 月 2 日 招银国际环球市场 | 睿智投资 | 公司更新 北方华创 (002371 CH) 北方华创 (002371 CH) - 长期增 响；维持"买入"评级 长期增长轨迹稳健，无惧季节性波动影响；维持 "买入"评级 北方华创发布了稳健的 2025 年二季度业绩，公司收入为 79 亿元人民币，同比增 长 22%，环比下降 3%，主要因一季度收入为高基数（历史第二高）所导致的季 节性波动。毛利率收窄至 41.3%（同比下降 6.0 个百分点、环比下降 1.7 个百分 点），受电子元器件业务利润率较低的影响所致。净利润为 16 亿元（同比下降 2%、环比增长 3%）。净利率提升至 20.5%（2024 年、25 年一季度分别为 18.8%、19.3%），显示公司出色的运营与成本管控能力。我们持续看好公司的 成长轨迹，公司在中国半导体设备国产替代进程中占据重要的战略地位。我们预 计 2025/26 年收入将同比增长 32%/26%。重申"买入"评级，目标价上调至 460 元人民币。 | 财务资料 | | | | | | | --- | --- | --- | --- | --- | --- | | ...

Group 1: Company Analysis - Weichai Power - Weichai Power's 2025 interim report shows significant growth in data center large-capacity engines, with nearly 600 units sold, representing a 491% year-on-year increase [4] - The company's AIDC business is rapidly developing, and the KION logistics equipment business is expected to improve profitability after management optimization [2][4] - Weichai Power's revenue for the first half of 2025 was CNY 1131.5 billion, a slight increase of 0.6% year-on-year, while net profit attributable to shareholders was CNY 56.4 billion, down 4.4% year-on-year [3][4] Group 2: Company Analysis - Tuojing Technology - Tuojing Technology's advanced process verification equipment has successfully passed customer certification and is gradually entering the mass production phase, leading to a significant improvement in profitability [13][14] - The company's revenue for the first half of 2025 reached CNY 1.954 billion, a year-on-year increase of 54.25%, with a net profit of CNY 38.18 million, up 91.35% year-on-year [14] - The sales gross margin for Q2 2025 was 38.82%, indicating a clear upward trend in profitability [14] Group 3: Company Analysis - Iwu Biological - Iwu Biological's core product, dust mite drops, is steadily growing, while the new product, Artemisia annua drops, is rapidly gaining market share [17][18] - The company reported a revenue of CNY 484 million for the first half of 2025, a year-on-year increase of 12.81%, and a net profit of CNY 177 million, up 18.61% year-on-year [17][18] - The company is focusing on new research directions, including stem cells and natural medicines, which may enhance its growth potential [18] Group 4: Industry Analysis - Textile and Apparel - The textile and apparel industry faces significant operational challenges, with A-share apparel revenue declining in Q2, although some companies are showing strong performance [7][10] - The retail sales of clothing and accessories in China showed a year-on-year increase of 1.8% in July, indicating a slight recovery in consumer demand [9] - The export of textiles and garments from China saw a year-on-year decline of 0.3% in July, with garment exports weakening [9][11]

9月2日，京仪装备跌5.12%，截至发稿，报73.40元/股，成交1.54亿元，换手率1.71%，总市值123.31亿 元。 截至发稿，沈佳累计任职时间5年267天，现任基金资产总规模1336.71万元，任职期间最佳基金回报 54.86%， 任职期间最差基金回报38.71%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，长信基金旗下1只基金重仓京仪装备。长信创新驱动股票（519935）二季度减持234股，持有 股数9763股，占基金净值比例为4.19%，位居第十大重仓股。根据测算，今日浮亏损失约3.87万元。 长信创新驱动股票（519935）成立日期2016年9月29日，最新规模1337.19万。今年以来收益71.22%，同 类排名96/4222；近一年收益130.31%，同类排名61/3781；成立以来收益108.2%。 长信创新驱动股票（519935）基金经理为沈佳。 资料显示，北京京仪自动化装备技术股份有限公司位于北京市北京经济技术 ...

交银国际研究 每日晨报 2025 年 9 月 2 日 今日焦点 北方华创 002371 CH 半导体设备各业务线增长趋势不减；维持买入 评级: 买入 业绩超预期，汽车 CIS/模拟业务亮点突出：1H25 收入/归母净利润 139.6 亿/20.3 亿元（人民币，下同），均超业绩预告中位数和我们的预期。其 中汽车图像传感器贡献主要增长，1H25 同比增 30% 达 37.9 亿元，占图 像传感器收入（103.5 亿元）37%，接近智能手机图像传感器收入 39.2 亿 元（占比 38%）。 收盘价: 人民币 377.84 潜在涨幅: +13.8% 目标价: 人民币 430.00↑ 王大卫, PhD, CFA Dawei.wang@bocomgroup.com 1H25 业绩基本符合预期，关注之后利润率水平：1H25 收入 161.4 亿元（人 民币，下同），（包含芯源微）同口径同比增 29.5%，毛利率 42.2%，同比 降 3.6ppts。归母净利润 32.1 亿元，同比增 15.0%。EPS 4.45 元，同比增 14.2%。 不同设备业务国产替代继续高速推进：刻蚀设备 1H25 收入超 50 亿元 （202 ...

Core Viewpoint - *ST and Ke (sz002816) reached the daily limit with a price of 17.29 yuan, a rise of 4.97%, and a total market value of 1.815 billion yuan, driven by significant revenue growth, business transformation, and reduced losses [1] Group 1: Revenue Growth and Business Transformation - The company is undergoing a critical business transformation, with a substantial revenue increase of 1541.63% year-on-year in the first half of 2025, with the wiring harness business becoming a new growth point [1] - Breakthroughs in semiconductor equipment and new energy businesses have been achieved, indicating progress in diversified layout and initial success in business transformation [1] Group 2: Financial Performance - In the mid-2025 financial report, the net profit attributable to shareholders showed a loss of 2.6167 million yuan, but this represents an 88.43% year-on-year reduction in loss magnitude [1] - The company has recovered 16 million yuan from debt restructuring, which lowers some bad debt risks and improves operational conditions, enhancing market confidence [1] Group 3: Market and Technical Analysis - Recent market trends show a certain heat in the semiconductor and new energy sectors, with related concept stocks performing actively, which may positively influence *ST and Ke due to its involvement in these sectors [1] - Technical indicators such as a MACD golden cross before the limit-up may attract more capital attention, indicating potential bullish sentiment [1] - There may have been inflows of main funds on the day, contributing to the stock's limit-up performance [1]

Company Overview - Shanghai Zhichun Clean System Technology Co., Ltd. was established on November 13, 2000, and went public on January 13, 2017. The company specializes in the research, development, production, and sales of semiconductor process equipment and related services [2] - The main business revenue composition includes: system integration 78.51%, equipment business 16.80%, electronic materials 4.56%, and others 0.13% [2] - The company operates within the semiconductor equipment sector and is associated with concepts such as margin trading, mid-cap stocks, third-generation semiconductors, share buybacks, and Huawei concepts [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 5.25%. However, the net profit attributable to the parent company was 39.3187 million yuan, a decrease of 46.68% year-on-year [2] - Since its A-share listing, the company has distributed a total of 248 million yuan in dividends, with 136 million yuan distributed over the past three years [3] Stock Market Activity - On September 2, the company's stock price increased by 2.08%, reaching 28.98 yuan per share, with a trading volume of 310 million yuan and a turnover rate of 2.82%. The total market capitalization is 11.118 billion yuan [1] - Year-to-date, the company's stock price has risen by 15.64%, with a 6.62% increase over the last five trading days, a 15.00% increase over the last 20 days, and a 15.32% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on April 7, where it recorded a net purchase of 8.0238 million yuan [1]

Group 1 - The core viewpoint of the news is that Jin Haitong's stock has shown significant growth this year, with a 52.41% increase, and the company is actively involved in the semiconductor equipment sector [2] - As of September 2, Jin Haitong's stock price was 109.60 yuan per share, with a market capitalization of 6.576 billion yuan [1] - The company has a primary business focus on the research, production, and sales of semiconductor chip testing equipment, with 86.69% of its revenue coming from testing sorting machines [2] Group 2 - Jin Haitong reported a revenue of 307 million yuan for the first half of 2025, representing a year-on-year growth of 67.86%, and a net profit of 76.01 million yuan, up 91.56% year-on-year [2] - The company has distributed a total of 35.696 million yuan in dividends since its A-share listing [3] - The stock has experienced a recent net outflow of 1.0103 million yuan in principal funds, with a trading volume of 26.3136 million yuan on September 2 [1]

2025年二季度，AI需求强劲、国产替代加速，电子行业整体稳健增长。需求角度，AI相关需求火热， 手机下游需求平稳，其中苹果略强于安卓；汽车需求保持强劲，其他工业等To B下游持续复苏。国产替 代角度，下游先进存储和先进逻辑扩产预期增强，带动设备公司订单提升。 中信证券表示，综合来看，表现相对亮眼的细分板块有：算力相关PCB、国产算力芯片龙头、果链龙 头、IoT龙头、CIS龙头、设备龙头、运力芯片龙头、模拟芯片龙头等。展望未来，电子行业景气延续， 其中AI仍是最大驱动力，海外算力与国产算力共振成长，此外先进逻辑、存储扩产有望提速，消费电 子领域2025年下半年也有诸多新产品值得期待。继续坚定看好板块整体的未来行情，推荐半导体设备 链、国产算力链、消费电子整体修复、海外算力链四条主线，综合基本面和产业趋势。 ...