半导体设备零部件制造

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先锋精科股价涨5.05%,西部利得基金旗下1只基金位居十大流通股东,持有26.34万股浮盈赚取91.41万元
Xin Lang Cai Jing· 2025-09-30 05:42
从先锋精科十大流通股东角度 数据显示,西部利得基金旗下1只基金位居先锋精科十大流通股东。西部利得事件驱动股票A (671030)二季度新进十大流通股东,持有股数26.34万股,占流通股的比例为0.65%。根据测算,今日 浮盈赚取约91.41万元。 9月30日,先锋精科涨5.05%,截至发稿,报72.13元/股,成交2.35亿元,换手率8.30%,总市值145.98亿 元。 截至发稿,张昌平累计任职时间4年331天,现任基金资产总规模15.68亿元,任职期间最佳基金回报 123.28%, 任职期间最差基金回报1.37%。 资料显示,江苏先锋精密科技股份有限公司位于江苏省靖江市经济开发区新港大道195号,成立日期 2008年3月20日,上市日期2024年12月12日,公司主营业务涉及国内半导体刻蚀和薄膜沉积设备细分领 域关键零部件的精密制造。主营业务收入构成为:工艺部件71.38%,结构部件19.61%,其他部件 3.83%,模组3.79%,表面处理0.83%,其他(补充)0.56%。 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 ...
先锋精科股价涨5.12%,西部利得基金旗下1只基金位居十大流通股东,持有26.34万股浮盈赚取91.94万元
Xin Lang Cai Jing· 2025-09-24 02:12
9月24日,先锋精科涨5.12%,截至发稿,报71.69元/股,成交1.85亿元,换手率6.61%,总市值145.09亿 元。 资料显示,江苏先锋精密科技股份有限公司位于江苏省靖江市经济开发区新港大道195号,成立日期 2008年3月20日,上市日期2024年12月12日,公司主营业务涉及国内半导体刻蚀和薄膜沉积设备细分领 域关键零部件的精密制造。主营业务收入构成为:工艺部件71.38%,结构部件19.61%,其他部件 3.83%,模组3.79%,表面处理0.83%,其他(补充)0.56%。 从先锋精科十大流通股东角度 数据显示,西部利得基金旗下1只基金位居先锋精科十大流通股东。西部利得事件驱动股票A (671030)二季度新进十大流通股东,持有股数26.34万股,占流通股的比例为0.65%。根据测算,今日 浮盈赚取约91.94万元。 西部利得事件驱动股票A(671030)成立日期2018年9月26日,最新规模4.75亿。今年以来收益 65.06%,同类排名144/4220;近一年收益129.7%,同类排名153/3814;成立以来收益290.82%。 西部利得事件驱动股票A(671030)基金经理为张昌平。 ...
先锋精科股价涨5.02%,诺安基金旗下1只基金位居十大流通股东,持有64.98万股浮盈赚取203.38万元
Xin Lang Cai Jing· 2025-09-17 02:16
Group 1 - The core viewpoint of the news is the performance and financial details of Jiangsu Pioneer Precision Technology Co., Ltd., which saw a stock price increase of 5.02% to 65.49 CNY per share, with a total market capitalization of 13.254 billion CNY [1] - The company specializes in the precision manufacturing of key components for domestic semiconductor etching and thin film deposition equipment, with its main business revenue composition being: process components 71.38%, structural components 19.61%, other components 3.83%, modules 3.79%, surface treatment 0.83%, and others 0.56% [1] - The company was established on March 20, 2008, and is located in the Jiangsu Province Jingjiang Economic Development Zone [1] Group 2 - From the perspective of the top ten circulating shareholders, the Noan Growth Mixed A Fund (320007) increased its holdings by 744 shares in the second quarter, now holding 649,800 shares, which accounts for 1.61% of the circulating shares [2] - The Noan Growth Mixed A Fund has a total scale of 18.447 billion CNY and has achieved a year-to-date return of 22.61%, ranking 3874 out of 8172 in its category [2] - The fund manager, Liu Huiying, has been in position for 3 years and 47 days, with the fund's total asset scale at 23.674 billion CNY [3]
先锋精科9月11日获融资买入1788.56万元,融资余额2.43亿元
Xin Lang Cai Jing· 2025-09-12 02:22
Core Insights - On September 11, 2023, Pioneer Precision Technology Co., Ltd. saw a stock price increase of 3.55% with a trading volume of 209 million yuan [1] - The company reported a financing buy amount of 17.89 million yuan and a financing repayment of 28.55 million yuan on the same day, resulting in a net financing buy of -10.67 million yuan [1] - As of September 11, 2023, the total financing and securities lending balance for Pioneer Precision was 243 million yuan, which accounts for 9.63% of its market capitalization [1] Company Overview - Pioneer Precision Technology Co., Ltd. is located in Jiangsu Province and was established on March 20, 2008, with a listing date set for December 12, 2024 [1] - The company's main business involves precision manufacturing of key components for domestic semiconductor etching and thin film deposition equipment [1] - The revenue composition of the company includes: process components (71.38%), structural components (19.61%), other components (3.83%), modules (3.79%), surface treatment (0.83%), and others (0.56%) [1] Financial Performance - As of June 30, 2025, the number of shareholders for Pioneer Precision was 13,000, a decrease of 19.95% from the previous period [2] - The average number of circulating shares per shareholder increased by 32.91% to 3,104 shares [2] - For the first half of 2025, the company achieved a revenue of 655 million yuan and a net profit attributable to shareholders of 106 million yuan, reflecting a year-on-year decrease of 5.39% [2] Shareholder Composition - As of June 30, 2025, the largest circulating shareholder was Southern Information Innovation Mixed A, holding 2.25 million shares, an increase of 1.09 million shares from the previous period [2] - Other notable shareholders include Southern Sci-Tech Innovation Board 3-Year Open Mixed and Nuon Growth Mixed A, with respective holdings of 712,900 shares and 649,800 shares, both showing increases [2] - New shareholders include Huaxia Stable Growth Mixed and Western Benefit Event-Driven Stock A, with holdings of 271,800 shares and 263,400 shares respectively [2]
先锋精科9月4日获融资买入4197.28万元,融资余额2.48亿元
Xin Lang Cai Jing· 2025-09-05 02:15
Core Viewpoint - On September 4, 2023, Pioneer Precision Technology experienced a decline of 6.27% in stock price, with a trading volume of 318 million yuan, indicating potential market volatility and investor sentiment concerns [1]. Financing Summary - On September 4, 2023, Pioneer Precision Technology had a financing buy-in amount of 41.97 million yuan and a financing repayment of 43.75 million yuan, resulting in a net financing buy of -1.77 million yuan. The total financing and securities balance reached 248 million yuan, accounting for 10.14% of the circulating market value [1]. - The company had no shares sold or repaid in the securities lending market on the same day, with a total securities lending balance of 0 [1]. Financial Performance - As of June 30, 2023, Pioneer Precision Technology reported a total revenue of 655 million yuan and a net profit attributable to shareholders of 106 million yuan, reflecting a year-on-year decrease of 5.39% [2]. - The number of shareholders decreased by 19.95% to 13,000, while the average circulating shares per person increased by 32.91% to 3,104 shares [2]. Dividend and Shareholding Structure - Since its A-share listing, Pioneer Precision Technology has distributed a total of 40.48 million yuan in dividends [3]. - As of June 30, 2023, the top ten circulating shareholders included Southern Information Innovation Mixed A (007490) as the largest shareholder with 2.25 million shares, an increase of 1.09 million shares from the previous period. Other notable shareholders included Southern Sci-Tech Board 3-Year Open Mixed (506000) and Nuoan Growth Mixed A (320007) [3].
先锋精科股价跌5.03%,西部利得基金旗下1只基金位居十大流通股东,持有26.34万股浮亏损失85.62万元
Xin Lang Cai Jing· 2025-09-04 03:30
Group 1 - The core viewpoint of the news is the decline in the stock price of Jiangsu Pioneer Precision Technology Co., Ltd., which fell by 5.03% to 61.30 CNY per share, with a trading volume of 183 million CNY and a turnover rate of 7.19%, resulting in a total market capitalization of 12.406 billion CNY [1] - Jiangsu Pioneer Precision Technology was established on March 20, 2008, and is located in the Jiangsu Province Jingjiang Economic Development Zone. The company specializes in the precision manufacturing of key components for domestic semiconductor etching and thin film deposition equipment [1] - The main business revenue composition of the company includes: process components 72.11%, structural components 19.95%, modules 3.71%, other components 2.76%, surface treatment 0.75%, and others 0.70% [1] Group 2 - Among the top ten circulating shareholders of Pioneer Precision Technology, a fund under Western Lide Fund ranks as a new entrant, holding 263,400 shares, which accounts for 0.65% of the circulating shares. The estimated floating loss today is approximately 856,200 CNY [2] - The Western Lide Event-Driven Stock A fund (671030) was established on September 26, 2018, with a latest scale of 475 million CNY. Year-to-date, it has achieved a return of 50.35%, ranking 258 out of 4222 in its category; over the past year, it has returned 106.57%, ranking 189 out of 3789; and since inception, it has returned 255.99% [2]
先锋精科9月2日获融资买入2969.56万元,融资余额2.59亿元
Xin Lang Cai Jing· 2025-09-03 01:41
Core Viewpoint - The company, Jiangsu Pioneer Precision Technology Co., Ltd., has shown a decline in stock performance and profitability, with a notable decrease in net profit year-on-year, while maintaining a significant portion of its financing in the market [1][2]. Group 1: Stock Performance - On September 2, Pioneer Precision's stock fell by 3.87%, with a trading volume of 222 million yuan [1]. - The financing buy-in amount on the same day was 29.70 million yuan, while the financing repayment was 26.18 million yuan, resulting in a net financing buy of 3.52 million yuan [1]. - As of September 2, the total financing and securities lending balance was 259 million yuan, accounting for 10.20% of the circulating market value [1]. Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of 655 million yuan and a net profit attributable to shareholders of 106 million yuan, reflecting a year-on-year decrease of 5.39% [2]. - Cumulative cash dividends since the A-share listing amounted to 40.48 million yuan [2]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 19.95% to 13,000, while the average circulating shares per person increased by 32.91% to 3,104 shares [2]. - The largest circulating shareholder, Southern Information Innovation Mixed A, held 2.25 million shares, an increase of 1.09 million shares compared to the previous period [2]. - New shareholders included Huaxia Stable Growth Mixed and Western Benefit Event-Driven Stock A, with respective holdings of 271,800 shares and 263,400 shares [2].
美利信(301307):静待主业拐点,半导体、散热新业务多点开花
ZHONGTAI SECURITIES· 2025-08-28 11:44
Investment Rating - The report assigns a rating of "Accumulate" to the company, indicating an expected relative performance increase of 5% to 15% over the next 6 to 12 months [2]. Core Views - The company is facing profit pressure due to multiple factors, but it is expanding into the semiconductor and high-end precision industries, which are expected to drive future growth [2][5]. - The company reported a revenue of 1.86 billion yuan in the first half of 2025, a year-on-year increase of 12.4%, but continued to incur a net loss of 110 million yuan [3]. - The automotive parts segment showed strong performance with a revenue increase of 17.6%, while the communication segment remained stable [5]. Summary by Sections Financial Performance - The company’s revenue for 2023 is projected at 3.189 billion yuan, with a growth rate of 1% year-on-year. By 2025, revenue is expected to reach 4.431 billion yuan, reflecting a growth rate of 21% [2]. - The net profit for 2025 is adjusted to 33 million yuan, with projections of 148 million yuan and 207 million yuan for 2026 and 2027, respectively [5]. - The gross margin for the first half of 2025 was 7.46%, down 3.88 percentage points year-on-year, with the communication segment's gross margin at 4.43% [5]. Business Development - The company established a joint laboratory for thermal management and materials with top universities, aiming to provide comprehensive thermal management solutions across various sectors [4]. - The company is accelerating its globalization strategy through acquisitions, particularly in North America, to enhance its competitive edge [5]. Market Position - The semiconductor and thermal management sectors are identified as key growth areas, with the company leveraging its expertise in precision component manufacturing to meet client needs [5].