融资方面，影石创新当日融资买入5290.14万元。当前融资余额8.01亿元，占流通市值的9.04%。 资料显示，影石创新科技股份有限公司位于广东省深圳市宝安区新安街道海旺社区兴业路1100号金利通 金融中心大厦2栋1101,1102,1103，成立日期2015年7月9日，上市日期2025年6月11日，公司主营业务涉 及全景相机、运动相机等智能影像设备的研发、生产和销售。主营业务收入构成为：消费级智能影像设 备86.06%，配件及其他产品12.63%，其他(补充)1.01%，专业级智能影像设备0.30%。 截至6月30日，影石创新股东户数1.70万，较上期减少27.52%；人均流通股1795股，较上期增加 37.96%。2025年1月-6月，影石创新实现营业收入36.71亿元，同比增长51.17%；归母净利润5.20亿元， 同比增长0.25%。 机构持仓方面，截止2025年6月30日，影石创新十大流通股东中，博时汇兴回报一年持有期混合 （011056）位居第一大流通股东，持股61.24万股，为新进股东。摩根新兴动力混合A类（377240）位居 第二大流通股东，持股60.67万股，为新进股东。摩根远见两年持有期混 ...

Wind数据显示，今年以来，A股市场共有78只新股上市，按板块划分，创业板数量最多，共计29只，主板、科创板和北交所分别有26只、8只和15只，双 创板块合计占比达47%。 上市首日表现上，三协电机、江南新材、广信科技位居前三甲，涨幅分别为785.62%、606.83%和500%。紧随其后的是鼎佳精密、建发致新、悍高集团、 广东建科、天工股份和星图测控，首日涨幅均超过400%。而首日涨幅超300%的22股，主板、创业板和北交所各占7只，科创板1只。 9月8日，三协电机登陆北交所，上市首日开盘涨幅681.43%，盘中一度涨至862.63%，收盘时涨幅回落至785.62%。 今年前三季度，A股共有78只新股上市，合计筹资总额773.02亿元。 今年以来，在发行节奏放缓、A股市场总体回暖、投资者情绪高涨的背景下，新股上市首日表现抢眼。 回顾今年前三季度新股表现，A股IPO打新带来的赚钱效应大幅飙升，新股上市首日无一破发、今年前三季度上市的78只新股，上市首日收盘平均涨幅 242.33%。 | 代码 | 简界 | 上市日期 | 发行价格 | 首日涨跌幅 | 上市以来 | | --- | --- | --- | --- ...

今年前三季度，A股共有78只新股上市，合计筹资总额773.02亿元。 今年以来，在发行节奏放缓、A股市场总体回暖、投资者情绪高涨的背景下，新股上市首日表现抢眼。 回顾今年前三季度新股表现，A股IPO打新带来的赚钱效应大幅飙升，新股上市首日无一破发、今年前三季度上市的78只新股，上市首日收盘平均涨幅 242.33%。 | 代码 | 间标 | 上市日期 | 发行价格 | 首目涨跌幅 | 上市以来 | | --- | --- | --- | --- | --- | --- | | | | | (元) | (%) | 涨跌幅(%) | | 920100. BJ | 三协电机 | 2025-09-08 | 8.83 | 785. 62 | 686. 86 | | 603124. SH | 江南新材 | 2025-03-20 | 10. 54 | 606. 83 | 733. 28 | | 920037. BJ | 广信科技 | 2025-06-26 | 10. 00 | 500. 00 | 835. 84 | | 920005. BJ | 鼎佳精密 | 2025-07-31 | 11. 16 | 479. 12 | 3 ...

（原标题：22股大涨超300%！新股赚钱效应飙升，最大"肉签"超6万元！） 今年前三季度，A股共有78只新股上市，合计筹资总额773.02亿元。 今年以来，在发行节奏放缓、A股市场总体回暖、投资者情绪高涨的背景下，新股上市首日表现抢眼。 回顾今年前三季度新股表现，A股IPO打新带来的赚钱效应大幅飙升，新股上市首日无一破发、今年前三季度上市的78只新股，上市首日收盘平均 涨幅242.33%。 Wind数据显示，今年以来，A股市场共有78只新股上市，按板块划分，创业板数量最多，共计29只，主板、科创板和北交所分别有26只、8只和15 只，双创板块合计占比达47%。 上市首日表现上，三协电机、江南新材、广信科技位居前三甲，涨幅分别为785.62%、606.83%和500%。紧随其后的是鼎佳精密、建发致新、悍高 集团、广东建科、天工股份和星图测控，首日涨幅均超过400%。而首日涨幅超300%的22股，主板、创业板和北交所各占7只，科创板1只。 值得注意的是，"低价股"普遍在上市首日出现较高涨幅。其中，首发价格低于10元/股的18只新股，上市首日平均涨幅达344.44%。而位居最低发 行价前三的华电新能、天工股份、赛分 ...

记者丨骆轶琪 编辑丨骆一帆 原本看起来呈现集中化竞争的手持影像市场，突然出现重要参与者。 近日，有市场消息称，手机巨头OPPO和vivo先后在内部正式立项手持智能影像设备，定位手 持云台产品，对标市面上已发布的大疆旗下相关产品。 对于该传言，OPPO方面对21世纪经济报道记者回应道： OPPO已启动新形态影像产品系 列 。新产品系列将基于OPPO在手机影像超过17年的技术积累，进一步拓展移动影像的体 验，为影像创作提供更多的可能性。 该系列新品计划于2026年内发布 。 vivo方面没有对记者作出回应。 进入新市场是手机巨头们近些年正持续探索的趋势。只是在此前阶段，手机厂商更多将触角 延伸到与手机有密切关联的IoT和家电等市场。 如今，伴随手机市场大盘增长放缓，需求庞大且蓬勃发展的手持影像市场，正成为厂商们押 注的新赛道。 从技术角度看，移动影像是国产手机厂商近些年来持续发力的领域。通过在硬件层面联合国 际国内巨头、软件层面叠加AI能力迭代，手机厂商们已各有一套极具厂商自主风格的思路和 方案。手机厂商的入局，搅动手持影像市场的同时，也有望打开更多创新空间。 争夺移动影像市场 虽然OPPO方面并未官宣新影像产品 ...

近期，OPPO对市场传闻正式作出回应，称已启动新形态影像产品系列，计划于2026年内发布。而消息 人士对第一财经记者表示，vivo方面，相关产品线也已启动半年以上。"产品将对标GoPro、大疆等产品 主导手持智能影像设备。"该人士说。 消费巨头"杀入"Pocket市场。 当OPPO、vivo这两个手机圈的巨头，把目光投向手持影像这块蛋糕时，业内调侃道，大疆的"好日 子"或许要到头了。 当下，手持影像市场虽说竞争者不算少，但基本是"小圈子游戏"。根据头豹研究院分析，全球智能影像 设备市场呈现高度集中的竞争格局，影石创新、大疆创新以及美国的GoPro作为"前三甲"合计占据了 78.9%市场份额，而大疆则在手持智能影像设备市场拥有着绝对话语权。 但随着手机厂商的入局，这一长期由少数企业主导的市场平衡或将被打破，手持影像市场的竞争格局迎 来变数。 消费巨头"杀入"Pocket市场 一位手机供应链人士对记者表示，"手机厂商切入主要是看到了这个市场的增长机会，直播带动的视频 设备需求还在发酵，手持设备拍摄的素材可以自动同步至手机，通过AI剪辑工具生成内容后直连社交 平台，这种全场景生态能力是手机厂商的优势。" "此外，手 ...

Core Viewpoint - The handheld imaging market is experiencing new competition as smartphone giants OPPO and vivo are entering the market with handheld smart imaging devices, targeting products from DJI [1][2] Group 1: Market Dynamics - The smartphone market is slowing down, prompting manufacturers to explore new growth areas, with the handheld imaging market emerging as a promising sector [2] - The global smart imaging device market is highly concentrated, with the top three companies expected to hold 78.9% market share by 2024, including DJI, Insta360, and GoPro [3][6] Group 2: Competitive Landscape - Insta360 is projected to grow its market share from 28.4% in 2023 to 35.6% in 2024, while GoPro's share is expected to decline from 38.2% to 30.1%, and DJI's from 19.1% to 13.2% [6] - The handheld imaging market, particularly in China, shows significant growth potential, with a compound annual growth rate (CAGR) of 17.8% for panoramic cameras and 26.1% for action cameras from 2023 to 2027 [7] Group 3: Technological Advantages - Smartphone manufacturers possess inherent competitive advantages in the handheld imaging market due to their established supply chains and expertise in hardware and software development [8] - The transition from smartphone imaging capabilities to handheld imaging devices is seen as a strategic move for companies like OPPO and vivo, which are facing growth challenges in their core smartphone business [7][9] Group 4: Future Prospects - OPPO plans to launch its new imaging product line in 2026, while vivo is also expected to introduce related products soon [12] - The handheld imaging market is anticipated to offer substantial profit margins, with companies like Insta360 reporting gross margins above 50% in their core business [11]

Core Viewpoint - The handheld imaging market is witnessing new entrants like OPPO and vivo, who are developing handheld smart imaging devices to compete with established products from DJI [1][2] Group 1: Market Dynamics - OPPO has confirmed the launch of a new imaging product series based on over 17 years of experience in mobile imaging, with plans for release in 2026 [1][14] - The global smart imaging device market is highly concentrated, with the top three players expected to hold 78.9% market share by 2024, including companies like DJI, Insta360, and GoPro [3][6] - The Chinese market for panoramic cameras is projected to grow at a compound annual growth rate (CAGR) of 17.8% from 2023 to 2027, significantly outpacing other regions [6][7] Group 2: Competitive Landscape - Insta360 is the fastest-growing player, increasing its market share from 28.4% in 2023 to 35.6% in 2024, while GoPro's share is declining from 38.2% to 30.1% [6][7] - The mobile imaging market is seen as a new growth area for smartphone manufacturers, especially as their core mobile business faces saturation [7][10] Group 3: Technological Advantages - Smartphone manufacturers possess inherent competitive advantages in the mobile imaging sector due to their established supply chains and expertise in hardware and software development [9][10] - The transition of capabilities from smartphones to handheld imaging devices is supported by advancements in stabilization, AI algorithms, and color reproduction [7][9] Group 4: Future Prospects - The handheld imaging market is expected to provide significant growth opportunities and profitability, with companies like Insta360 reporting gross margins above 50% in their core business [13][14] - OPPO's new imaging products are anticipated to surprise consumers in 2026, while vivo is also expected to launch related products soon [14]

0:00 南方财经记者 孙静芳 广州报道 人形机器人"懂人心"、饮品机器人前排长队、工业机器人现场焊接电子元件……世界粤商大会特色产品 展区，成了广东智造"样板间"。 9月29日，2025世界粤商大会在广州正式开幕。作为大会的重要组成部分，"粤商特色产品展"在展馆中 格外引人注目。六大产业板块——人工智能与机器人、现代制造业、电子信息、生物医药、农文旅以及 十五运会专题展示——共同勾勒出广东产业高质量发展的全景图。其中，人工智能与机器人展区、电子 信息展区交相辉映，以其前沿的产品、生动的互动体验和浓厚的科技氛围，成为全场瞩目的焦点。 现场直击：科技赋能，智造生活新体验 走进展区，仿佛步入一个"未来世界"，越疆科技、拓斯达、开普勒、数字华夏等公司推出的机器人一一 亮相。数字华夏（深圳）科技有限公司的人形机器人"夏起"正在与观众对话，还能跟随指令跳舞、唱 歌、行走，交互感很流畅，吸引不少参会粤商与其互动。 "人形机器人产业确实是迎来了好时候，随着AI大模型的深入研发，我们公司的人形机器人没有停留在 简单的导览导购服务上，还与银行深度合作，提供更专业的服务，相当于'银行大堂经理'的角色。"数 字华夏（深圳）科技有限 ...

Investment Rating - The report maintains a "Buy" rating for companies such as OmniVision Technologies (603501.CH), Q Technology (1478.HK), and NIO Inc. (9866.HK/NIO.US) as key tracking targets in their respective segments [5] - Additionally, it reiterates a "Buy" rating for Leapmotor (9863.HK), Sunny Optical Technology (2382.HK), Horizon Robotics (9660.HK), and Yangjie Technology (300373.CH) as industry leaders [5] - The report also suggests investors pay attention to potential opportunities in companies like InHand Networks (1760.HK), Sijia Technology (580.HK), ZhiXing Technology (1274.HK), Youjia Innovation (2431.HK), Wingtech Technology (600745.CH), and CR Micro (688396.CH) [5] Core Insights - The technology industry is experiencing significant opportunities driven by technological innovation across various sectors, including consumer electronics, new energy vehicles, intelligent driving, and power semiconductors [2][3] - In the consumer electronics sector, there is a notable surge in demand for products like action cameras and panoramic cameras, which is expected to continue into the second half of the year and next year [2] - The new energy vehicle market is in a product explosion phase, with companies like NIO seeing demand growth driven by successful product definitions [2] - Intelligent driving technology is rapidly evolving, with significant opportunities for industry players as technology applications and product implementations progress [3] - The power semiconductor industry is witnessing a stabilization in competition, with some manufacturers experiencing price increases in certain product areas [3][5] Summary by Sections Consumer Electronics - The report highlights a demand explosion in the consumer electronics sector, particularly for action and panoramic cameras, which is expected to provide substantial growth momentum for smartphone supply chain players [2] - Innovations in components such as high-pixel image sensors and periscope camera modules are anticipated to create growth opportunities even in a stable smartphone market [2] New Energy Vehicles - New energy vehicle companies are experiencing a demand surge, particularly with successful product definitions leading to a "supply-demand imbalance" phase, which is expected to enhance fundamentals and valuations [2] Intelligent Driving - The intelligent driving sector is characterized by rapid technological iterations, with significant opportunities for breakthroughs as industry players adopt new technologies [3] - The domestic chip manufacturer Horizon Robotics is seeing large-scale applications of its intelligent driving chips in automotive companies [3] Power Semiconductors - The power semiconductor industry is experiencing a reduction in traditional cyclical fluctuations, with some manufacturers reporting stability and potential price increases in specific product areas [3] - There remains substantial room for domestic substitution in the power semiconductor sector, with a stable competitive landscape [5]