10月13日，雅克科技跌5.24%，截至发稿，报80.49元/股，成交12.07亿元，换手率4.60%，总市值383.07 亿元。 资料显示，江苏雅克科技股份有限公司位于江苏省无锡宜兴经济开发区荆溪北路88号，成立日期1997年 10月29日，上市日期2010年5月25日，公司主营业务涉及研发、生产、销售电子材料、LNG保温绝热板 材和阻燃剂。主营业务收入构成为：半导体化学材料、光刻胶及配套试剂49.23%，LNG保温复合材料 27.13%，LNG工程安装7.91%，电子特种气体4.56%，LDS设备3.17%，阻燃剂3.15%，球形硅微粉 2.99%，其他业务1.88%。 截至发稿，周健累计任职时间13年167天，现任基金资产总规模1.74亿元，任职期间最佳基金回报 143.97%， 任职期间最差基金回报-27.36%。 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 从基金十大重仓股角度 数据显示，东吴基金旗下1只基金重仓雅克科技。东吴配置优化混合 ...

【DT新材料】 获悉， 近日， 泰和新材 在公开平台披露手机散热领域的重要进展。公司明确表示，与之前提及的手机用散热膜与芳纶导热膜并非同一 产品，公司正在开发的是以 POD（聚噁二唑） 为基材的高性能导热膜材料，在电子设备散热领域有广泛应用， 项目目前已进入 中试阶段 。 聚噁二唑（POD） 是一类重要的功能型杂环聚合物，其主链中刚性共轭杂环的存在使其具有优异的热和机械性能、独特的电子和光物理性质、高化学 稳定性和刺激响应特性等，在化学传感材料、耐高温材料、气体分离、燃料电池、电子和质子传输材料等领域都有广泛应用。 然而，POD的传统合成方法往往需要在脱水剂或催化剂的存在下，在高温下发生聚酰亚胺的生成和环化脱水反应，这些方法不仅原料种类有限或毒性 较大、操作较为复杂，而且聚合产物中可能存在未环化完全的聚酰亚胺结构缺陷。 合成上的困难极大地限制了POD材料的结构多样性及更多功能应用 当前，智能手机早已不只是通讯工具，而是集 高性能计算、AI 推理、超高清影像处理、游戏娱乐 于一身的移动终端。随着算力需求持续攀升，处理 器功耗和热量输出也不断增加。 多年来，手机及消费电子散热多以被动方式为主，从早期的 天然石墨片 ...

天眼查App显示，近日，湖南易合安好供应链管理有限公司成立，法定代表人为李海树，注册资本 20000万人民币，经营范围为一般项目：供应链管理服务；光纤制造；光纤销售；电子专用材料研发； 新材料技术研发；电力行业高效节能技术研发；通信设备制造；机械电气设备制造；电子专用材料制 造；网络与信息安全软件开发；电线、电缆经营；移动终端设备制造；电子元器件与机电组件设备制 造；信息安全设备制造；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主 开展经营活动）许可项目：电线、电缆制造；特种设备制造；国营贸易管理货物的进出口。（依法须经 批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准）。 ...

天眼查App显示，近日，国科销售（兰州新区）有限公司成立，法定代表人为李建华，注册资本5000万 人民币，经营范围为一般项目：电池销售；电池零配件销售；新能源汽车废旧动力蓄电池回收及梯次利 用（不含危险废物经营）；蓄电池租赁；储能技术服务；电子专用材料制造；电子专用材料销售；电子 专用材料研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；软件开发；合同能 源管理；以自有资金从事投资活动（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

Core Insights - The report emphasizes the importance of monitoring the U.S. government shutdown and its impact on economic data and market sentiment, alongside the upcoming 20th Central Committee meeting in China, which will focus on the "14th Five-Year Plan" [4][2] - The market is expected to continue a trend of oscillating upward, supported by positive domestic PMI data and expectations surrounding the "14th Five-Year Plan" [4][2] - The report highlights a potential increase in foreign capital inflows in the fourth quarter, which could support the A-share market [4][2] - The core investment direction is likely to remain focused on technology assets in the near term [4][2] October Stock Picks - The October stock picks include: - China Southern Airlines (Transportation) - COSCO Shipping Specialized Carriers (Transportation) - Tongkun Co., Ltd. (Chemicals) - Yake Technology (Chemicals) - CATL (Electric New Energy) - Lingnan Holdings (Social Services) - Jinghe Integrated (Electronics) - Shenzhen South Circuit (Electronics) - GoerTek (Electronics) - Jieshun Technology (Computers) [9][10] September Performance Review - The September stock portfolio outperformed the market, with notable monthly returns exceeding 30% for CATL and Zhaoyi Innovation, and an absolute return of 4.64%, outperforming the market benchmark by 1.44 percentage points [5][6] Transportation Sector: China Southern Airlines - China Southern Airlines is a leading airline service provider with a significant market share and a robust hub network centered in Guangzhou and Beijing. The company is expected to achieve a revenue of 174.22 billion yuan in 2024, reflecting an 8.94% year-on-year growth [11][12] - The airline industry in China has seen a 172.8% growth in passenger transport over the past 15 years, with a projected domestic passenger transport volume of 730 million in 2024, a 17.86% increase [12][13] Transportation Sector: COSCO Shipping Specialized Carriers - The company reported a 44.05% year-on-year increase in revenue for the first half of 2025, reaching 10.775 billion yuan, with a net profit of 825 million yuan, marking a 13.08% increase [14][15] - The demand for specialized vessels remains strong, particularly in the automotive shipping segment, which saw a 439.87% increase in revenue [15][16] Chemicals Sector: Tongkun Co., Ltd. - The company experienced an 8.41% year-on-year decrease in revenue for the first half of 2025, totaling 44.158 billion yuan, with a notable decline in polyester filament prices due to fluctuating oil prices [16][17] - The gross profit margin improved to 6.76%, reflecting a 0.57 percentage point increase year-on-year [17][18] Chemicals Sector: Yake Technology - The company reported steady revenue growth driven by LNG and electronic materials, with a gross profit margin of 31.82% in the first half of 2025 [19][20] - The electronic materials segment saw a 15.37% year-on-year revenue increase, with significant contributions from semiconductor chemical materials [20][21] New Energy Sector: CATL - CATL is projected to achieve a net profit of 50.745 billion yuan in 2024, a 15.01% increase year-on-year, with a total revenue of 362.013 billion yuan [23][24] - The company maintains a leading position in the global battery market, with a 37.9% market share in 2024 [24][25] Social Services Sector: Lingnan Holdings - The company reported an 8.52% year-on-year increase in revenue for the first half of 2025, totaling 2.09 billion yuan, with a net profit of 50 million yuan, reflecting a 24.39% increase [26][27] - The opening of a city duty-free store is expected to enhance customer flow and boost related tourism industry growth [27][28] Electronics Sector: Jinghe Integrated - The company achieved a 28% year-on-year revenue increase in 2024, totaling 9.249 billion yuan, with a net profit of 533 million yuan, marking a 152% increase [29][30] - The company is focusing on optimizing product structure and upgrading technology processes to maintain competitive advantages [30][31] Electronics Sector: Shenzhen South Circuit - The company reported a 25.63% year-on-year revenue increase in the first half of 2025, reaching 10.453 billion yuan, with a net profit of 1.36 billion yuan [32][33] - The PCB business saw a 29.21% year-on-year increase in revenue, driven by demand in communication and data center sectors [33][34]

Core Viewpoint - The stock price of Jiangsu Yake Technology Co., Ltd. has increased by 12.59% over the last three days, reaching 85.31 CNY per share, with a total market capitalization of 40.601 billion CNY [1] Company Overview - Jiangsu Yake Technology Co., Ltd. was established on October 29, 1997, and went public on May 25, 2010. The company is located in Yixing Economic Development Zone, Wuxi, Jiangsu Province [1] - The main business areas include research, production, and sales of electronic materials, LNG insulation materials, and flame retardants. The revenue composition is as follows: semiconductor chemical materials and photoresists 49.23%, LNG insulation composite materials 27.13%, LNG engineering installation 7.91%, electronic specialty gases 4.56%, LDS equipment 3.17%, flame retardants 3.15%, spherical silica powder 2.99%, and other businesses 1.88% [1] Fund Holdings - Jin Yuan Shun An Fund has a significant holding in Yake Technology, with the Jin Yuan Shun An Baoshi Power Mixed Fund (620001) holding 34,200 shares, unchanged from the previous period, accounting for 4.61% of the fund's net value [2] - The fund has realized a floating profit of approximately 143,000 CNY today, with a total floating profit of 310,200 CNY during the three-day price increase [2] Fund Manager Performance - The fund manager, Kong Xiangpeng, has been in position for 8 years and 107 days, with a total fund asset size of 131 million CNY. The best fund return during his tenure is -0.87%, while the worst is -11.58% [3] - Co-manager, Shang Changceng, has been in position for 1 year and 350 days, managing assets of approximately 40.586 million CNY, with the best return of 15.23% and the worst return of -0.02% during his tenure [3]

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3934 | 1.32 | 3.33 | 1.32 | | 深证综指 | 2550 | 1.21 | 6.22 | 1.21 | | 风格指数 | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | (％) | | | | | 大盘指数 | 1.31 | 6.12 | 28.17 | | 中盘指数 | 2.07 | 10.12 | 41.2 | | 小盘指数 | 1.21 | 6.19 | 34.91 | | 涨幅居前 | 昨日 | 近 1 个月 | 近 6 个月 | | 行业(％) | | | | | 贵金属 | 8.63 | 11.52 | 59.45 | | 工业金属 | 7.89 | 22.44 | 82.94 | | 小金属Ⅱ | 7.51 | 8.09 | 77.84 | | 能源金属 | 6.83 | 23.01 | 101.49 | | 金属新材料 | 5 ...

（文章来源：证券日报） 证券日报网讯凯盛科技10月9日在互动平台回答投资者提问时表示，公司球形粉体材料主要用于电子封 装、特种陶瓷、导热材料等领域，现有产能1.4万吨，未来将根据市场进行调整，如有扩产计划会按照 信息披露的规定及时公告。 ...

截至发稿，贺文奇累计任职时间2年280天，现任基金资产总规模7808.03万元，任职期间最佳基金回报 45.92%， 任职期间最差基金回报0.33%。 10月9日，帝科股份涨5.26%，截至发稿，报72.88元/股，成交5.82亿元，换手率6.56%，总市值103.32亿 元。帝科股份股价已经连续6天上涨，区间累计涨幅16.88%。 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。 资料显示，无锡帝科电子材料股份有限公司位于江苏省无锡市宜兴市屺亭街道永盛路8号，成立日期 2010年7月15日，上市日期2020年6月18日，公司主营业务涉及高性能电子材料的研发、生产和销售。主 营业务收入构成为：光伏导电浆料74.86%，材料销售21.31%，存储芯片2.26%，其他1.43%，半导体封 装浆料0.14%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，易米基金旗下1只基金重仓帝科股份。易米开泰混合A（015703）二季度持有股数4.27万股， 占基金净值比例为4.32% ...

9月30日，雅克科技涨1.17%，成交额18.70亿元。两融数据显示，当日雅克科技获融资买入额2.49亿 元，融资偿还2.15亿元，融资净买入3370.62万元。截至9月30日，雅克科技融资融券余额合计11.30亿 元。 融资方面，雅克科技当日融资买入2.49亿元。当前融资余额11.18亿元，占流通市值的3.18%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，雅克科技9月30日融券偿还2.24万股，融券卖出2300.00股，按当日收盘价计算，卖出金额 16.96万元；融券余量16.08万股，融券余额1186.22万元，超过近一年90%分位水平，处于高位。 截至6月30日，雅克科技股东户数5.40万，较上期增加5.29%；人均流通股5899股，较上期减少5.02%。 2025年1月-6月，雅克科技实现营业收入42.93亿元，同比增长31.82%；归母净利润5.23亿元，同比增长 0.63%。 分红方面，雅克科技A股上市后累计派现11.56亿元。近三年，累计派现7.52亿元。 机构持仓方面，截止2025年6月30日，雅克科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1646.40 ...