创业板指涨3.82%，科创50指数大涨超7%，AI科技板块集体走强。天普股份5连板，一图看懂>> 底逐步开始批量供货 新法非常 公司主营IGBT为主的功率半导体芯片和模块的设计研发和生产 飞乐音响 公司的主要产品是汽车电子电器、汽车照明、模块封装及芯片测试服务、智能制造系统 集成、检验检测、精密零件 #田股份 1. 子公司洪星真空科技有限公司是高端制程真空设备方案提供商,能为包括芯片封 装、光学、消费电子、厨电厨卫等多个领域提供精准、高效的解决方案。2、子公司供 应的掩摸版直写光刻机实现先进封装与半导体掩模版领域的国产替代,最小线贯线距解 析能力为2.5μm,可满足3μm产品的量产光刻需求。 大港股份 公司旗下艾科手导体作为国内领先的专业化神立第二方集成电路测试企业 瑞芯微 2天2板 公司的RV系列视觉类芯片依托低功耗方案及自研ISP的优势,可应用在AI眼镜等产品上 光通信 英伟达CFO预计到2030年AI基建支出将达到3-4万亿美元:英伟达推出Spectrum- XGS以太网 天孚通信 英伟达CPO供应链公司,适用于CPO的多通道CPO-ELS的多通道高功率激光器已实现 小批量交付,中报净利润同比增长37. ...

公司主营智能制造业务,,中报净利润同比增长18.75%。公司已构建涵盖"Al+产品 智能化"、"AI+工业研制智能化"及"工业软件+AI助手"三大核心产品体系,开发 出包含图纸识别、工艺推荐、质量检测、业务预测等多款垂域模型、覆盖二十余个工业 场景的应用Agent以及多款工业软件智能助手产品并实现应用落地。 机器人 英伟达将发布机器人"新大脑" 科远智慧 1. 公司的机器人产品主要是面向特定工业垂直领域的符珠应用场景,例如凝汽器清洗 机器人、工业物流输送环节的皮带巡检机器人等;2、公司业务涵盖三维虚拟电厂、人 员定位安全生产管理系统等多个特色模块,智慧电厂业务已在大唐姜堰等电厂投入运行 富佳股份 公司为乐聚机器人硬件供应商 葛恩汽电 公司已与英伟达达成芯片战略合作,全面进入机器人大脑控制系统的开发,涵盖英伟达 JetsonThor、Orin AGX、Orin NX和OrinNano全系列控制域 岩山科技 公司旗下岩芯数智与某人型机器人公司合作,在基于英特尔酷睿i3芯片的机器人平台上 部署了自主研发的Yan1.3大模型,并向其第三方客户交付了一台搭载大模型的机器人 大消费 国务院:加快培育壮大服务消费、新型消费 ...

明日主题前瞻 1、稀土 | 据上证报，工业和信息化部、发展改革委、自然资源部于8月22日发布《稀土开采和稀土冶炼分离总量调控管理暂行办法》，暂行办法指出，国家 对稀土开采(含稀土矿产品等)和对通过开采、进口以及加工其他矿物所得的各类稀土矿产品(含独居石精矿)的冶炼分离实行总量调控管理。 点评：国盛证券表示，新版开采分离管理办法的出台，标志着稀土监管层级、管控范围、指标落实的全面升级，国内稀土生产管控进入全新阶段。具体至对 稀土价格的影响，监管提级或导致国内同时面临"缺矿"与"缺配额"双重压力，供给收紧有望驱动稀土价格中枢抬升。东方证券表示，稀土供给持续偏紧，价 格有望不断上涨。 2、创新药 | 据中新网，国家药监局日前介绍，目前，我国医药产业规模位居全球第二位，在研创新药数目达到全球30%左右。"十四五"以来，共批准387个 儿童药品、147个罕见病药品上市，有效满足了重点人群的用药需求。 点评：平安证券表示，从BD、商业化、政策三个角度看，创新药崛起具备持续性，管线布局丰富的创新药龙头；创新药单品潜力大，价格有望重估的企 业；看好前沿技术平台布局领先的企业。 6、脑机 | 据IT之家，近日，由天津大学脑机交 ...

上周五，沪深两市全天成交额2.24万亿，全市场超4600只个股上涨。券商、金融科技等大金融股集体大涨，指南针、同花顺双双创历史新高。PCB、液冷服 务器概念股再度爆发，川环科技等多股涨停。截至收盘，沪指涨0.83%，深成指涨1.6%，创业板指涨2.61%。 | 大涨板块 | 250815 (周5) | 250814 (周4) | 250813 (周3) | 250812 (周2) | 25081 | | --- | --- | --- | --- | --- | --- | | 1 | 玻纤7 | RWA7 | 液冷服务器10 | 国产本对片12 | 锂电池 | | 2 | 液冷服务器19 | 玻纤2 | 机器人26 | 液冷服务器4 | 新疆棋 | | 3 | 大金融7 | 脑科学3 | 光道信8 | 新疆概念8 | 国产市 | | 4 | 光伏13 | 海洋经济3 | 车19 | 脑科学5 | 机器人 | | 5 | PCB板13 | E Fros F7 | 东数西算/算力10 | 米道信4 | 宗教吏 | | 6 | 机器人22 | STJ58 | 国产市对片12 | STRE8 | FE 458 | ...

Group 1 - A-shares have experienced wide fluctuations since 2025, with the overall trend showing mixed performance across major indices [1] - As of June 23, 2025, the cumulative performance of key A-share indices includes: Shanghai Composite Index up 0.89%, Shenzhen Component down 3.52%, ChiNext down 5.79%, CSI 300 down 1.96%, STAR 50 down 2.78%, and Wind All A Index up 2.17% [1] - The STAR 50 index has seen a continuous decline from March to June, erasing the 12.95% gain from February [1] Group 2 - The new narrative logic of the Chinese market is becoming clearer, with small-cap stocks outperforming large-cap stocks, as evidenced by the CSI 1000 index rising over 10% [3] - New industry sectors such as stablecoins, DeepSeek, pet economy, innovative drugs, and robotics have shown significant activity, with gains exceeding 20% [3] - Financial policies are being strengthened, with structural tools being enhanced, leading to a positive accumulation of fundamental factors for banks [3] Group 3 - Global capital is increasingly focused on the Chinese market, with significant investments from overseas long-term funds, including a $50 million investment by a German pension fund [5] - Over 30 billion yuan has been added to Hong Kong-themed ETFs in the past month, indicating strong interest in the Hong Kong market [5] - Public funds are intensifying their focus on Hong Kong stocks, with many companies launching QDII products targeting this market [5] Group 4 - The short-term trend of the market is strong, with noticeable inflows of incremental capital, although the overall market profitability remains weak [7] - The A-share market has maintained stable trading activity under the management's policy to keep the capital market active [11] - The recent rebound in the Shanghai Composite Index has been primarily driven by financial stocks and resource anti-involution concepts [11]

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains. The trading volume reached 1.33 trillion yuan, with nearly 3,300 stocks in the Shanghai and Shenzhen markets showing positive performance [1] - The computing hardware sector saw significant gains, particularly in PCB stocks, with companies like Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji hitting the daily limit [1][4] PCB Sector - The PCB sector surged today, with Zhongjing Electronics hitting the daily limit and Bomin Electronics and Jin'an Guoji also achieving similar results. Shenghong Technology rose by 6%, reaching a new historical high [4] - According to CITIC Securities, the demand for high-end PCBs is expected to increase significantly due to the extended overseas expansion cycle. The demand for computing PCBs is projected to reach 52.5 billion yuan, 86.4 billion yuan, and 119.2 billion yuan from 2025 to 2027, with growth rates of 81%, 65%, and 38% respectively [5][6] Pharmaceutical Sector - The pharmaceutical sector remained active, with companies like Saily Medical and Weiming Pharmaceutical continuing to see gains. The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs [6][8] - The measures include 16 initiatives aimed at enhancing support for innovative drug research and development, which is expected to drive growth in the sector [6][8] Solid-State Battery Sector - The solid-state battery sector rebounded, with companies like Dadongnan and Hongtian Co. hitting the daily limit. The 2025 Fourth Solid-State Battery Conference is set to take place from July 3 to 5 in Ningbo, focusing on solid-state batteries and silicon-based anodes [9][10] - The solid-state battery industry is accelerating its industrialization, with major companies like BYD and Guoxuan High-Tech making significant advancements in production capabilities [10][11] Additional Insights - The market also saw activity in the Apple supply chain, domestic chips, and computing sectors, while the marine economy sector faced declines [11][12]