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唯特偶:公司长期深耕消费电子等多个行业
Zheng Quan Ri Bao· 2026-01-09 11:45
(文章来源:证券日报) 证券日报网讯 1月9日,唯特偶在互动平台回答投资者提问时表示,公司长期深耕消费电子、数字能 源、通讯、LED、光伏等多个行业,凭借优异的产品与服务,赢得一批优质且稳定的国内外知名品牌客 户信赖,积累良好口碑,客户群体涵盖众多行业龙头企业,具体信息可关注公司披露的《2025年半年度 报告》等文件。 ...
电子化学品板块1月9日涨1.37%,国瓷材料领涨,主力资金净流出9.41亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-09 08:54
从资金流向上来看,当日电子化学品板块主力资金净流出9.41亿元,游资资金净流入3.26亿元,散户资金 净流入6.15亿元。电子化学品板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300285 | ■瓷材料 | 33.88 | 14.93% | 80.92万 | | 25.82亿 | | 688603 | 天承科技 | 87.51 | 8.63% | 8.03万 | | 6.95亿 | | 688150 | 莱特光电 | 28.53 | 3.67% | 13.38万 | | 3.79亿 | | 300346 | 南大光电 | 58.30 | 3.53% | 143.24万 | | 82.14亿 | | 610889 | 安集科技 | 268.50 | 1.84% | 5.51万 | | 14.47亿 | | 300684 | 中石科技 | 49.75 | 1.70% | 16.86万 | | 8.36亿 | | 688550 | 瑞联新材 | 48.12 ...
兴福电子:公司收购三峡实验室资产推动光引发剂产业化
Zheng Quan Ri Bao Wang· 2026-01-08 13:13
证券日报网讯1月8日,兴福电子在互动平台回答投资者提问时表示,公司本次收购三峡实验室相关资产 旨在加快推动光引发剂的产业化工作,进一步丰富公司产品品类,提升公司在电子化学品行业的市场竞 争力。目前公司相关产业化项目正在有序推进,尚未形成稳定量产的产品;若项目产业化成功,仍可能 受到客户验证周期、市场竞争等多方面因素带来的影响,后续能否为公司带来经济效益存在一定不确定 性,敬请广大投资者注意投资风险。 ...
兴福电子:公司本次收购三峡实验室相关资产旨在加快推动光引发剂的产业化工作,进一步丰富公司产品品类
Mei Ri Jing Ji Xin Wen· 2026-01-08 09:36
每经AI快讯,有投资者在投资者互动平台提问:请问公司收购三峡实验室光刻胶用光引发剂是为了发 展光刻胶吗?预计收购后对公司发展有什么预期? 兴福电子(688545.SH)1月8日在投资者互动平台表示,公司本次收购三峡实验室相关资产旨在加快推 动光引发剂的产业化工作,进一步丰富公司产品品类,提升公司在电子化学品行业的市场竞争力。目前 公司相关产业化项目正在有序推进,尚未形成稳定量产的产品;若项目产业化成功,仍可能受到客户验 证周期、市场竞争等多方面因素带来的影响,后续能否为公司带来经济效益存在一定不确定性,敬请广 大投资者注意投资风险。 (文章来源:每日经济新闻) ...
电子化学品板块1月8日跌0.08%,思泉新材领跌,主力资金净流出32.2亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-08 08:51
从资金流向上来看,当日电子化学品板块主力资金净流出32.2亿元,游资资金净流入8.67亿元,散户资金 净流入23.52亿元。电子化学品板块个股资金流向见下表: 证券之星消息,1月8日电子化学品板块较上一交易日下跌0.08%,思泉新材领跌。当日上证指数报收于 4082.98,下跌0.07%。深证成指报收于13959.48,下跌0.51%。电子化学品板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688106 | 金宏气体 | 24.20 | 11.11% | 58.76万 | 14.79亿 | | 688548 | 广钢气体 | 19.00 | 4.86% | 60.56万 | 11.18亿 | | 600330 | 天通股份 | 14.19 | 4.26% | 209.23万 | 29.38 乙 | | 301319 | 唯特偶 | 55.24 | 4.03% | 4.63万 | 2.53亿 | | 688268 | 华特气体 | 68.45 | 2.98% | 15.13 ...
每日市场观察-20260108
Caida Securities· 2026-01-08 05:37
Market Overview - On January 7, the Shanghai Composite Index recorded a slight increase of 0.05%, marking its 14th consecutive day of gains, while the Shenzhen Component rose by 0.06% and the ChiNext Index increased by 0.31%[4] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2.88 trillion yuan, an increase of 492 billion yuan compared to the previous trading day[1] Sector Performance - The market saw a mixed performance across sectors, with industries such as coal, electronics, telecommunications, machinery, and power equipment experiencing gains[1] - Over 2,100 stocks rose, accounting for approximately 40% of the total stocks traded, indicating a healthy market breadth despite some technical adjustment signals emerging[1] Investment Trends - The core sectors of the computing power industry, including photolithography machines and storage chips, are showing strong market certainty due to robust demand and technological advancements[2] - The cyclical sectors, such as energy, controlled nuclear fusion, coal, and lithium carbonate, are also highlighted as recent star sectors, suggesting a coherent investment logic along technology and cyclical themes[2] Fundraising Activity - From January 5 to January 7, 38 new public funds were launched, with a total of 77 funds planned for issuance in January 2026, indicating a significant increase in fundraising activity[14] - The first trading week of January is expected to see 48 new products launched, representing 62.33% of the total planned for the month, with equity products dominating the new fund landscape[14] ETF Trading Volume - The total trading volume of ETFs in both markets reached 480.618 billion yuan, with stock ETFs accounting for 186.7 billion yuan and bond ETFs for 167.924 billion yuan[15]
A股午评:沪指微涨0.09%、创业板指跌0.52%,AI应用、脑机接口概念股走高,商业航天、可控核聚变概念股活跃
Jin Rong Jie· 2026-01-08 03:44
1月8日,A股三大股指早盘走势分化,沪指低开高走小幅走高,深成指及创业板指低开后窄幅震荡,截 止午盘,沪指涨0.09%报4089.45点,深成指跌0.2%报14003.09点,创业板指跌0.52%报3312.47点,科创 50指数涨1.77%报1468.93点;沪深两市半日成交额1.77万亿,全市场超3700只个股上涨,其中有80只个 股涨停。 盘面上,商业航天概念反复活跃,十余只成分股涨停,鲁信创投10天8板,银河电子4连板,通宇通讯2 连板。AI应用概念爆发,汉得信息、久其软件、宝信软件等多股涨停。脑机接口概念走强,创新医 疗、普利特、南京熊猫4连板。可控核聚变概念表现活跃,中国一重、国机重装、中国核建2连板。下跌 方面,证券板块走弱,华林证券触及跌停。 热门板块 可控核聚变概念延续强势 可控核聚变概念延续强势,中国核建、雪人集团、弘讯科技等多股2连板,百利电气等多股涨停。 消息面上,中信建投证券研报认为,随着高温超导和人工智能技术突破赋能,政策红利和资本加持持续 释放,大科学装置建设成为各国发力重点,商业聚变项目也受到资本市场追捧。当前可控核聚变行业聚 焦技术工程化与商业可行性突破,建设大科学装置及实验 ...
早盘直击|今日行情关注
申万宏源证券上海北京西路营业部· 2026-01-08 02:49
Market Overview - The Shanghai and Shenzhen stock markets exhibited strong upward momentum due to robust bullish expectations for the new year and the influx of incremental capital returning to the market [1] - The Shanghai Composite Index recorded a historical achievement with thirteen consecutive bullish candles, indicating a strong bullish sentiment [1] - Following this streak, a normal market correction occurred, but the late-session rally showed continued strength from buyers, suggesting a dominant bullish atmosphere [1] Market Trends - After the fourteen consecutive bullish candles, short-term fluctuations in the market are expected, but a significant downturn is unlikely [1] - The overall trend appears to be a sustained upward movement, indicating a continuation of the spring market rally [1] Sector Performance - Key sectors showing significant gains include electronic chemicals, coal, and semiconductors, driven by expectations of price increases in semiconductors, lithography machines, energy, and metals [1] - Conversely, sectors such as shipbuilding, securities, and education experienced notable declines, highlighting a clear short-term rotation in market performance [1] Future Outlook - The market is anticipated to continue its strong oscillation, with the bullish trend remaining dominant despite the potential end of the consecutive bullish candles [1]
广信材料:公司在光刻胶板块以PCB光刻胶为基本盘稳健增长、适时拓展光伏胶等泛半导体领域
Zheng Quan Ri Bao· 2026-01-07 14:15
证券日报网讯 1月7日,广信材料在互动平台回答投资者提问时表示,据了解,截至目前在PCB光刻 胶、显示光刻胶、集成电路光刻胶等传统光刻胶主流供应商仍以日韩企业为主,其中国产化率最高的 PCB光刻胶依旧有一半以上市场份额仍被日资企业占领,存在很大替代空间。经过多年的发展,公司在 光刻胶板块以PCB光刻胶为基本盘稳健增长、适时拓展光伏胶等泛半导体领域,目前已成为PCB光刻胶 领域内资头部企业、光伏胶等泛半导体领域领跑企业。随着公司龙南基地已经逐步试生产及公司产能资 产进一步优化,经营水平、研发水平、市场开拓的不断提升,将进一步支撑公司在相关领域的业务增 长。 (文章来源:证券日报) ...
光华科技:公司属于电子化学品板块
Zheng Quan Ri Bao Wang· 2026-01-07 11:44
证券日报网讯1月7日,光华科技(002741)在互动平台回答投资者提问时表示,公司属于电子化学品板 块。 ...