垂直连续电镀设备

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东威科技10月9日获融资买入4121.40万元,融资余额4.44亿元
Xin Lang Cai Jing· 2025-10-10 01:23
融券方面,东威科技10月9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1.41万股,融券余额54.80万元,低于近一年10%分位水平,处于低位。 资料显示,昆山东威科技股份有限公司位于江苏省昆山市巴城镇东定路505号,成立日期2005年12月29 日,上市日期2021年6月15日,公司主营业务涉及主要从事高端精密电镀设备及其配套设备的研发、设 计、生产及销售,主要产品包括应用于PCB电镀领域的垂直连续电镀设备、水平式表面处理设备,以及应 用于通用五金领域的龙门式电镀设备、滚镀类设备。主营业务收入构成为:设备类及其他主营业务 99.39%,其他(补充)0.61%。 10月9日,东威科技跌1.22%,成交额2.82亿元。两融数据显示,当日东威科技获融资买入额4121.40万 元,融资偿还2664.31万元,融资净买入1457.09万元。截至10月9日,东威科技融资融券余额合计4.45亿 元。 融资方面,东威科技当日融资买入4121.40万元。当前融资余额4.44亿元,占流通市值的3.84%,融资余 额超过近一年90%分位水平,处于高位。 机构持仓方面,截止2025年6 ...
东威科技股价跌5.01%,中银证券旗下1只基金重仓,持有3.52万股浮亏损失7.14万元
Xin Lang Cai Jing· 2025-09-26 06:15
中银证券新能源混合A(005571)基金经理为张丽新。 数据显示,中银证券旗下1只基金重仓东威科技。中银证券新能源混合A(005571)二季度减持3128 股,持有股数3.52万股,占基金净值比例为3.13%,位居第七大重仓股。根据测算,今日浮亏损失约 7.14万元。 中银证券新能源混合A(005571)成立日期2018年8月2日,最新规模2707.31万。今年以来收益 58.84%,同类排名748/8171;近一年收益98.5%,同类排名597/8004;成立以来收益101.52%。 9月26日,东威科技跌5.01%,截至发稿,报38.50元/股,成交2.63亿元,换手率2.24%,总市值114.88亿 元。 资料显示,昆山东威科技股份有限公司位于江苏省昆山市巴城镇东定路505号,成立日期2005年12月29 日,上市日期2021年6月15日,公司主营业务涉及主要从事高端精密电镀设备及其配套设备的研发、设 计、生产及销售,主要产品包括应用于PCB电镀领域的垂直连续电镀设备、水平式表面处理设备,以及应 用于通用五金领域的龙门式电镀设备、滚镀类设备。主营业务收入构成为:设备类及其他主营业务 99.39%,其他( ...
东威科技股价跌5.01%,华夏基金旗下1只基金重仓,持有4537股浮亏损失9210.11元
Xin Lang Cai Jing· 2025-09-26 06:14
华夏上证科创板200ETF(588820)基金经理为华龙。 截至发稿,华龙累计任职时间3年37天,现任基金资产总规模429.26亿元,任职期间最佳基金回报 105.43%, 任职期间最差基金回报-15.08%。 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 9月26日,东威科技跌5.01%,截至发稿,报38.50元/股,成交2.63亿元,换手率2.24%,总市值114.88亿 元。 资料显示,昆山东威科技股份有限公司位于江苏省昆山市巴城镇东定路505号,成立日期2005年12月29 日,上市日期2021年6月15日,公司主营业务涉及主要从事高端精密电镀设备及其配套设备的研发、设 计、生产及销售,主要产品包括应用于PCB电镀领域的垂直连续电镀设备、水平式表面处理设备,以及应 用于通用五金领域的龙门式电镀设备、滚镀类设备。主营业务收入构成为:设备类及其他主营业务 99.39%,其他(补充)0.61%。 从基金十大重仓股角度 数据显示,华夏基金旗下1只基金 ...
东威科技股价跌5.04%,中欧基金旗下1只基金位居十大流通股东,持有394.09万股浮亏损失823.65万元
Xin Lang Cai Jing· 2025-09-04 03:31
从东威科技十大流通股东角度 数据显示,中欧基金旗下1只基金位居东威科技十大流通股东。中欧阿尔法混合A(009776)二季度减 持73.91万股,持有股数394.09万股,占流通股的比例为1.32%。根据测算,今日浮亏损失约823.65万 元。 9月4日,东威科技跌5.04%,截至发稿,报39.41元/股,成交2.36亿元,换手率1.95%,总市值117.60亿 元。 资料显示,昆山东威科技股份有限公司位于江苏省昆山市巴城镇东定路505号,成立日期2005年12月29 日,上市日期2021年6月15日,公司主营业务涉及主要从事高端精密电镀设备及其配套设备的研发、设 计、生产及销售,主要产品包括应用于PCB电镀领域的垂直连续电镀设备、水平式表面处理设备,以及应 用于通用五金领域的龙门式电镀设备、滚镀类设备。主营业务收入构成为:垂直连续电镀设备 62.68%,龙门式电镀设备13.14%,其他9.73%,卷式水平膜材电镀设备6.14%,五金连续电镀设备 3.82%,水平式表面处理设备2.78%,其他(补充)0.99%,光伏镀铜设备0.40%,磁控溅射卷绕镀膜设备 0.33%。 责任编辑:小浪快报 截至发稿,彭炜累计任 ...
东威科技: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-27 09:11
Core Views - The company reported a total operating income of 443.38 million yuan for the first half of 2025, representing a year-on-year increase of 13.07% [3] - However, the net profit attributable to shareholders decreased by 23.66% to 42.50 million yuan, primarily due to rising raw material costs and the absence of high-margin new energy equipment revenue [3][10] - The company maintains a leading market share of over 50% in vertical continuous plating equipment in China, with significant growth in orders for this equipment [10][12] Company Overview - Kunshan Dongwei Technology Co., Ltd. specializes in high-end precision plating equipment and solutions, focusing on PCB plating, general hardware plating, and new energy plating [6][10] - The company has a strong R&D focus, with 3.79 million yuan invested in R&D during the reporting period, accounting for 8.54% of operating income [10] - The company has over 400 patents and has established a robust technical system centered on vertical continuous plating technology [13][16] Financial Performance - Total assets increased by 11.43% to 3.03 billion yuan compared to the end of the previous year [3] - The company's net assets attributable to shareholders rose by 0.90% to 1.75 billion yuan [3] - Basic earnings per share decreased by 26.32% to 0.14 yuan [3] Industry Context - The global PCB market is projected to grow by 7.6% in 2025, reaching a value of 79.1 billion USD, driven by strong demand for AI servers and related equipment [10] - The company is positioned to benefit from the increasing demand for high-value equipment in the PCB industry, particularly due to the growth of electronic products [10] - The general hardware plating sector is also expanding, with the company innovating to meet the evolving needs of various industrial applications [10][12] Innovation and Development - The company has developed a revolutionary two-stage double-sided transmission roll-type non-contact coating line, enhancing material utilization and reducing production costs [11] - Continuous innovation in product offerings, including equipment for semiconductor packaging and lithium battery materials, is a key focus for the company [11][16] - The company is actively exploring copper-to-silver technology in the photovoltaic sector to improve efficiency and reduce costs [5][11] Market Expansion - The company has established a production base in Thailand to enhance its global market presence and service capabilities [11][12] - Strategic partnerships with downstream customers have been strengthened, leading to significant order growth in the domestic market [11][12] - The company aims to enhance its brand influence and competitiveness in the global plating equipment market [11][12]
东威科技股价跌5%,嘉实基金旗下1只基金重仓,持有1.01万股浮亏损失2.31万元
Xin Lang Cai Jing· 2025-08-25 06:01
Company Overview - Dongwei Technology Co., Ltd. is located in Kunshan, Jiangsu Province, established on December 29, 2005, and listed on June 15, 2021. The company primarily engages in the research, design, production, and sales of high-end precision electroplating equipment and its supporting devices [1] - The main products include vertical continuous electroplating equipment for PCB electroplating, horizontal surface treatment equipment, gantry electroplating equipment, and rolling electroplating devices [1] Revenue Composition - The revenue composition of Dongwei Technology is as follows: vertical continuous electroplating equipment accounts for 62.68%, gantry electroplating equipment 13.14%, other products 9.73%, rolling horizontal film electroplating equipment 6.14%, hardware continuous electroplating equipment 3.82%, horizontal surface treatment equipment 2.78%, other (supplementary) 0.99%, photovoltaic copper plating equipment 0.40%, and magnetron sputtering winding coating equipment 0.33% [1] Fund Holdings - According to data, one fund under Jiashi Fund holds Dongwei Technology as a top ten heavy stock. The Jiashi SSE STAR Market Industrial Machinery ETF (588850) held 10,100 shares in the second quarter, accounting for 2.54% of the fund's net value, ranking as the tenth largest heavy stock [2] - The Jiashi SSE STAR Market Industrial Machinery ETF (588850) was established on April 16, 2025, with a latest scale of 15.6942 million. Since its inception, it has achieved a return of 28.12% [2]
重上2万亿元!杠杆资金抢筹13股
Guo Ji Jin Rong Bao· 2025-08-06 03:25
Group 1 - N HANSANG listed today with an opening price of 91.5 CNY per share, representing a 216.5% increase [1] - The company is a leading provider of high-end audio products and comprehensive audio technology solutions, focusing on high-performance audio products, innovative audio, and AIoT smart products [1] - N HANSANG primarily collaborates with well-known global electronic audio brands through an ODM business model [1] Group 2 - As of August 5, the market's margin trading balance reached 2 trillion CNY, marking a significant milestone not seen in ten years [2] - On August 5, 553 stocks received net purchases of over 10 million CNY in margin trading, with 13 stocks exceeding 100 million CNY in net purchases [2][3] - The top net purchase stock was Shenghong Technology, with a net purchase of 505 million CNY, followed by CATL and Zhinanceng with net purchases of 363 million CNY and 192 million CNY, respectively [2][3] Group 3 - In the past two days (August 4 to August 5), 18 stocks announced institutional research records, with Dongwei Technology receiving the most attention from 152 institutions [4] - Institutions focused on Dongwei Technology's glass substrate equipment shipments, the impact of increased high-end product ratios on electroplating equipment, and the company's capacity bottlenecks and order status [4] - Taiankang was researched by 92 institutions, with a focus on the clinical trial progress of its innovative drug CKBA for vitiligo [4][5]
【私募调研记录】敦颐资产调研东威科技
Zheng Quan Zhi Xing· 2025-08-06 00:11
Group 1 - The core viewpoint of the news is that Dongwei Technology has a strong market position in the PCB electroplating equipment sector, with over 50% market share and significant growth potential driven by trends in Southeast Asia and data storage [1] - Dongwei Technology's VCP equipment has been successfully utilized since 2010, enhancing plating yield and uniformity, and is gradually replacing traditional equipment [1] - The company anticipates increased demand for high-end electroplating equipment due to the expansion of PCB production and rising quality requirements from customers [1] Group 2 - The profit margin for pulse-type equipment is approximately 40%, with potential for higher margins through large-scale production [1] - Orders for PCP electroplating equipment typically take 6 to 9 months from order placement to receipt, with larger orders potentially extending to 1 to 1.5 years [1] - In the first half of this year, the order amount for vertical continuous electroplating equipment increased by over 100% year-on-year [1]
【私募调研记录】聚鸣投资调研东威科技、宝鼎科技
Zheng Quan Zhi Xing· 2025-08-06 00:11
Group 1: Dongwei Technology - Dongwei Technology's VCP equipment has been successfully developed since 2009 and was first applied in the iPhone 4 in 2010, achieving over 50% market share in PCB electroplating equipment [1] - The company anticipates increased demand for high-end electroplating equipment due to the investment boom in Southeast Asia and the growth of big data storage [1] - The profit margin for pulse electroplating equipment is approximately 40%, with potential for higher margins through large-scale production [1] - Orders for PCB electroplating equipment typically take 6 to 9 months from order to receipt, with smaller orders taking around 6 months and larger orders potentially extending to 1 to 1.5 years [1] - The company reported over 100% year-on-year growth in order value for vertical continuous electroplating equipment in the first half of this year [1] Group 2: Baoding Technology - Baoding Technology's main business includes electronic copper foil, copper-clad laminates, and gold mining, with its small loan company experiencing poor performance [2] - The operating performance of Jinbao Electronics is declining, with revenue and gross margin expected to continue decreasing in the first half of 2025 [2] - The company plans to develop high-quality customers for copper-clad laminate products and increase customer acquisition for copper foil products [2] - The first phase of the expansion project at Hexi Gold Mine is on schedule for completion in August, which will increase finished gold output [2] - The company has no current plans for equity incentive programs and operates without hedging business [2] Group 3: Investment Firm Overview - Juming Investment is a new private equity fund manager in China, focusing on "contrarian investment" and "growth investment" with a management scale exceeding 30 billion [3] - The core team consists of professionals from top public funds and asset management industries, with a strong academic background from prestigious institutions [3] - The firm has received multiple industry awards for its performance, including the Golden Bull Award and Yinghua Award, demonstrating its successful investment track record [3]
【私募调研记录】保银投资调研东威科技
Zheng Quan Zhi Xing· 2025-08-06 00:11
Group 1 - The core viewpoint of the news is that Dongwei Technology has a strong market position in the PCB electroplating equipment sector, with a market share exceeding 50% and significant growth potential driven by trends in Southeast Asia and data storage [1] - Dongwei Technology's VCP equipment has been successfully utilized since 2010, significantly improving plating yield and uniformity, and is gradually replacing traditional methods [1] - The company anticipates increased demand for high-end electroplating equipment due to rising quality requirements from customers as PCB layers increase [1] Group 2 - The profit margin for pulse-type equipment is approximately 40%, with expectations for higher margins through large-scale production [1] - Orders for PCB electroplating equipment typically take 6 to 9 months from customer order to receipt, with smaller orders taking around 6 months and larger orders potentially extending to 1 to 1.5 years [1] - There has been over a 100% year-on-year increase in order value for vertical continuous electroplating equipment in the first half of this year [1]