1月5日，胜宏科技涨5.49%，截至发稿，报303.36元/股，成交88.81亿元，换手率3.52%，总市值2640.29 亿元。 资料显示，胜宏科技(惠州)股份有限公司位于广东省惠州市惠阳区淡水镇新桥村行诚科技园,香港湾仔皇 后大道东248号大新金融中心40楼，成立日期2006年7月28日，上市日期2015年6月11日，公司主营业务 涉及新型电子器件(印制电路板)的研究开发、生产和销售。主营业务收入构成为：PCB制造93.66%，其 他6.34%。 从基金十大重仓股角度 山证资管策略精选混合（003659）基金经理为独孤南薰、王翊。 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 截至发稿，独孤南薰累计任职时间9年276天，现任基金资产总规模1.85亿元，任职期间最佳基金回报 68.65%， 任职期间最差基金回报-7.03%。 王翊累计任职时间2年52天，现任基金资产总规模1.56亿元，任职期间最佳基金回报63.69%， 任职期间 最差基金回报-16 ...

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]

12月23日，国力电子跌2.96%，成交额1.17亿元。两融数据显示，当日国力电子获融资买入额1279.71万 元，融资偿还1258.51万元，融资净买入21.19万元。截至12月23日，国力电子融资融券余额合计4.12亿 元。 融资方面，国力电子当日融资买入1279.71万元。当前融资余额4.12亿元，占流通市值的7.09%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，国力电子12月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量4867.00股，融券余额29.67万元，超过近一年90%分位水平，处于高位。 截至11月10日，国力电子股东户数5441.00，较上期增加4.76%；人均流通股17518股，较上期减少 4.54%。2025年1月-9月，国力电子实现营业收入9.37亿元，同比增长71.23%；归母净利润5571.75万元， 同比增长111.21%。 分红方面，国力电子A股上市后累计派现9836.14万元。近三年，累计派现6831.35万元。 机构持仓方面，截止2025年9月30日，国力电子十大流通股东中，兴全多维价值混合A（007449） ...

2024年1至12月份，星星科技的营业收入构成为：电子器件行业占比52.54%，电动两轮车行业占比 47.46%。 （记者 贾运可） 截至发稿，星星科技市值为97亿元。 每经AI快讯，星星科技（SZ 300256，收盘价：4.27元）12月8日晚间发布公告称，公司第五届第二十五 次董事会会议于2025年12月5日在公司会议室以现场与通讯表决相结合的方式召开。会议审议了《关于 董事会换届选举暨提名第六届董事会非独立董事候选人的议案》等文件。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 ...

Core Viewpoint - The company, Yunyi Electric, has indicated that its SIC power devices, nitrogen oxide sensors, and thermal management systems are not currently applied in commercial aerospace sectors such as rocket launch control and satellite power management [1] Group 1 - The company responded to an investor inquiry regarding the potential applications of its products in commercial aerospace [1] - The company plans to continuously monitor market opportunities in emerging application scenarios and explore the expansion of product application boundaries based on its technological accumulation and business development plans [1]

Core Points - The iTherM2025 (Thermal Management Expo) will take place from December 3 to December 5, 2025, at the Shenzhen International Convention and Exhibition Center, Hall 10 [2][3]. - The event will feature various exhibitors and sessions focused on thermal management technologies and materials [21][22]. Event Details - **Exhibition Schedule**: - December 3: 09:00-17:00 - December 4: 09:00-17:00 - December 5: 09:00-16:00 [3] - **Sign-in Information**: - Sign-in will occur on December 2-3, 2025, at the South Lobby of the Shenzhen International Convention and Exhibition Center [4]. - **Transportation Options**: - Metro lines 1 and 4 provide access to the venue, with shuttle buses connecting to nearby stations [8][9]. - The venue is approximately 7 km from Shenzhen Bao'an Airport and 75 km from Hong Kong Airport [10]. Accommodation - A list of hotels near the venue is provided, including details on room types, prices, and distances to the exhibition center [11]. Exhibitor Information - A comprehensive list of exhibitors and their booth numbers is available, showcasing companies involved in thermal management technologies and materials [16][17][19]. Conference Agenda - The conference will include various sessions on topics such as thermal interface materials, chip and electronic device thermal management, and liquid cooling technologies [22][32][35]. - Notable speakers include professors and researchers from prestigious institutions, discussing advancements in thermal management materials and technologies [28][40].

Group 1 - The core point of the news is that Liu Siming has resigned as the Deputy General Manager of Shengjingwei due to personal reasons and will focus on overseas business development to create value for the company [1] - Shengjingwei's revenue composition for the year 2024 is projected to be 96.09% from electronic devices and 3.91% from other businesses [1] Group 2 - As of the report, Shengjingwei has a market capitalization of 4 billion yuan [2] - The strategic placement of Dapeng Industrial has resulted in significant profits for its controlling shareholder and family members, with a subscription price of 9 yuan and a first-day listing price of 118 yuan, yielding a floating profit of 24.92 million yuan [2]

Group 1 - The core viewpoint of the news is that Shengjing Micro (SH 603375) held its 13th meeting of the second board on November 14, 2025, to review proposals including the expected daily related transactions for 2025 [1] - As of the latest report, Shengjing Micro has a market capitalization of 4.4 billion yuan [3] Group 2 - For the year 2024, Shengjing Micro's revenue composition is as follows: electronic devices account for 96.09%, while other businesses account for 3.91% [2]

Core Viewpoint - The company has initiated research and development in silicon-based OLED technology and is collaborating with GoerTek on device structure and material compatibility [1] Group 1 - The company has started its silicon-based OLED related business development [1] - Collaboration with GoerTek focuses on the development of silicon-based OLED device structures and material compatibility [1]

Group 1 - The core point of the news is that Shenghong Technology's stock price has dropped by 5.16%, currently trading at 286.36 CNY per share, with a total market capitalization of 249.23 billion CNY [1] - Shenghong Technology specializes in the research, development, production, and sales of new electronic devices, primarily printed circuit boards (PCBs), which account for 93.66% of its revenue [1] - The company is located in Huizhou, Guangdong Province, and was established on July 28, 2006, with its stock listed on June 11, 2015 [1] Group 2 - According to data, Guotai Haitong Asset Management holds a significant position in Shenghong Technology through its fund, Guotai Haitong CSI 500 Index Enhanced A (014155), which has 166,900 shares, making it the largest holding in the fund [2] - The fund has a net asset value of 2.316 billion CNY and has achieved a year-to-date return of 32.85%, ranking 1590 out of 4216 in its category [2] - The fund manager, Hu Chonghai, has a tenure of 3 years and 333 days, with the best fund return during this period being 74.48% [3]