1月8日，中微公司盘中下跌2.05%，截至14:11，报345.10元/股，成交46.47亿元，换手率2.12%，总市值 2160.83亿元。 资金流向方面，主力资金净流出2.51亿元，特大单买入6.72亿元，占比14.47%，卖出8.58亿元，占比 18.47%；大单买入16.44亿元，占比35.38%，卖出17.10亿元，占比36.79%。 分红方面，中微公司A股上市后累计派现4.96亿元。 责任编辑：小浪快报 资料显示，中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号，成立日期2004年5月31日，上市日期2019年7月22日，公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为：专用设备86.17%，备品备件12.84%，其他0.99%。 中微公司所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：中芯国际概念、大基金概 念、长三角一体化、半导体设备、先进封装等。 截至9月30日，中微公司股东户数6.08万，较上期增加29.52%；人均流通股10301股，较上期减少 22.79%。2025年1月-9月，中微公司实现营业收入80.63亿 ...

股 票 研 究 投资要点： [Table_Report] 相关报告 | 工业《液氩均价同比翻倍；杭氧加入可控核聚变 | | --- | | 创新联合体》2026.01.04 | | 工业《以更大力度稳投资，因地制宜拓展低空应 | | 用场景》2026.01.04 | | 工业《元旦航空量价两旺，油运淡季运价回落》 | | 2026.01.04 | | 工业《快递件量增速趋缓，反内卷助盈利修复》 | | 2026.01.02 | | 工业《首款全身力控小尺寸人形机器人启元 Q1 | | 发布》2026.01.01 | 究 证 券 研 究 报 告 万亿级中国 MRO 市场扩容，集约化数字化加速渗透 [Table_Industry] 工业 震坤行：懂工业品的 MRO 电商 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 徐强(分析师) | 010-83939805 | xuqiang@gtht.com | S0880517040002 | | 牟俊宇(分析师) | 0755-23976610 | moujunyu@gtht.com ...

1月5日，中微公司涨5.14%，截至发稿，报286.75元/股，成交12.67亿元，换手率0.71%，总市值1795.47 亿元。中微公司股价已经连续9天上涨，区间累计涨幅0%。 资料显示，中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号，成立日期2004年5月31日，上市日期2019年7月22日，公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为：专用设备86.17%，备品备件12.84%，其他0.99%。 从基金十大重仓股角度 数据显示，东方阿尔法基金旗下1只基金重仓中微公司。东方阿尔法科技优选混合发起A（024423）三 季度持有股数6138股，占基金净值比例为9.12%，位居第五大重仓股。根据测算，今日浮盈赚取约8.61 万元。连续9天上涨期间浮盈赚取0元。 梁少文累计任职时间36天，现任基金资产总规模2012.1万元，任职期间最佳基金回报8.9%， 任职期间 最差基金回报5.53%。 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 ...

每经AI快讯，屹唐股份（SH 688729，收盘价：25.2元）12月26日晚间发布公告称，公司限售股份约 1521.32万股将于2026年1月8日解禁并上市流通，占公司总股本比例为0.51%。 2024年1至12月份，屹唐股份的营业收入构成为：干法去胶设备占比40.31%，快速热处理设备占比 24.06%，备品备件占比20.93%，干法刻蚀设备占比12.45%，服务收入占比2.13%。 （记者 王晓波） 截至发稿，屹唐股份市值为745亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 ...

金海通所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：半导体设备、芯片概念、专精 特新、半导体、集成电路等。 截至9月30日，金海通股东户数1.06万，较上期增加10.28%；人均流通股3927股，较上期减少9.32%。 2025年1月-9月，金海通实现营业收入4.82亿元，同比增长87.88%；归母净利润1.25亿元，同比增长 178.18%。 分红方面，金海通A股上市后累计派现3569.63万元。 机构持仓方面，截止2025年9月30日，金海通十大流通股东中，国寿安保智慧生活股票A（001672）位 居第九大流通股东，持股63.28万股，为新进股东。 12月25日，金海通盘中上涨2.02%，截至13:47，报147.60元/股，成交1.18亿元，换手率1.94%，总市值 88.56亿元。 资金流向方面，主力资金净流入98.56万元，特大单买入561.12万元，占比4.75%，卖出287.99万元，占 比2.44%；大单买入2743.86万元，占比23.25%，卖出2918.42万元，占比24.73%。 金海通今年以来股价涨105.26%，近5个交易日涨7.82%，近20日涨19.73%，近60 ...

Core Viewpoint - The stock of Zhongwei Company has shown a significant increase in price and trading activity, reflecting strong financial performance and investor interest in the semiconductor equipment sector [1][2]. Financial Performance - For the period from January to September 2025, Zhongwei Company achieved a revenue of 8.063 billion yuan, representing a year-on-year growth of 46.40% [2]. - The net profit attributable to shareholders for the same period was 1.211 billion yuan, marking a year-on-year increase of 32.66% [2]. Stock Performance - As of December 3, Zhongwei Company's stock price rose by 2.01% to 265.63 yuan per share, with a total market capitalization of 166.323 billion yuan [1]. - The stock has increased by 40.65% year-to-date, but has seen a decline of 1.71% over the last five trading days and 9.50% over the last 20 days [1]. Shareholder Information - As of September 30, the number of shareholders for Zhongwei Company reached 60,800, an increase of 29.52% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 22.79% to 10,301 shares [2]. Dividend Distribution - Since its A-share listing, Zhongwei Company has distributed a total of 496 million yuan in dividends [3]. Institutional Holdings - As of September 30, 2025, major institutional shareholders have reduced their holdings, with Hong Kong Central Clearing Limited being the third-largest shareholder, holding 55.8939 million shares, down by 1.578 million shares from the previous period [3]. - Other notable institutional shareholders, such as the E Fund and Huaxia ETFs, have also seen reductions in their holdings [3].

Core Viewpoint - The recent developments regarding the major asset swap and share issuance for asset acquisition by State Power Investment Corporation (SPIC) indicate a focus on addressing financial concerns related to the acquired assets, particularly the financial status of the nuclear power segment, with a low risk of continued decline in gross profit margins [1][3]. Financial Status and Cost Structure - The main business costs of the nuclear power segment are primarily composed of depreciation, fuel costs, repair costs, spent fuel disposal funds, and employee compensation, which collectively accounted for approximately 90% of the total business costs in recent periods [2]. - Depreciation costs represent the largest portion, with amounts of 1.772 billion, 1.814 billion, and 0.945 billion for the years 2023, 2024, and the first half of 2025, respectively [2]. - The spent fuel disposal fund is expected to significantly increase starting in 2024, reaching 458 million, which will impact overall cost structures [2]. Gross Profit Margin Trends - The gross profit margin for the nuclear power segment is projected to decline from 42.30% in 2023 to 31.14% in 2024, primarily due to the increased allocation of spent fuel disposal funds [3]. - The gross profit margin for electricity sales is expected to drop from 42.55% to 31.47%, while the heating business margin is anticipated to decrease from 24.95% to 19.15% [3]. - However, there is an indication of recovery in the first half of 2025, with the heating business margin rebounding to 30.31% due to the absence of major repairs [3]. Accounts Receivable and Inventory Management - The accounts receivable balance has remained stable at approximately 713 million, while inventory has increased from 1.416 billion to 2.004 billion without any impairment provisions, which has raised regulatory inquiries [4]. - Accounts receivable are primarily from State Grid Shandong Electric Power Company, which has a strong repayment history, and from Haiyang Haifa Water Group, with a 100% historical collection rate [4]. - Inventory mainly consists of nuclear fuel and spare parts, with a significant portion being specialized components for nuclear safety, aligning with industry practices [4]. Fixed Assets and Depreciation Policies - As of the end of 2024, fixed assets totaled 40.709 billion, representing 37.09% of total assets, while construction in progress amounted to 34.974 billion, accounting for 31.87% [5]. - The depreciation policies for fixed assets are consistent with industry standards, with no significant impairment detected, thus no provisions have been made [5]. - The detailed financial disclosures provided in response to regulatory inquiries are intended to enhance market understanding of the asset quality involved in the major asset restructuring [5].

Core Viewpoint - The Shenzhou-22 manned spacecraft is launched in an unmanned state to support the Shenzhou-21 crew, carrying essential supplies for the space mission [1] Group 1: Mission Details - The Shenzhou-22 spacecraft is loaded with supplies including space food, medicine, fresh fruits and vegetables, and spare parts necessary for the space station [2] - The supplies are primarily life-supporting materials, with a focus on food and fresh produce, to replenish what was consumed by the Shenzhou-21 crew during their extended stay [3] Group 2: Technical Improvements - The Shenzhou-22 spacecraft features multiple technical upgrades that enhance its functionality and performance, including improved human-machine interaction design for astronaut comfort and ease of control [5] - The optimization of the instrument panel and return cabin layout significantly increases the payload return capacity, supporting better space station operations [5] Group 3: Load Management - The mission involves a unique approach where the unmanned spacecraft carries a larger load than previous missions, necessitating careful distribution of weight to maintain balance and meet launch requirements [7] - The payload is secured in a practical manner using soft bags placed in the seats, ensuring that the center of mass remains within acceptable limits during the flight [9][11]

11月20日，中微公司跌5.03%，截至发稿，报283.50元/股，成交28.76亿元，换手率1.59%，总市值 1775.12亿元。 资料显示，中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号，成立日期2004年5月31日，上市日期2019年7月22日，公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为：专用设备86.17%，备品备件12.84%，其他0.99%。 从基金十大重仓股角度 数据显示，苏新基金旗下1只基金重仓中微公司。苏新上证科创综指增强A（023937）三季度持有股数 1.09万股，占基金净值比例为2.1%，位居第四大重仓股。根据测算，今日浮亏损失约16.35万元。 苏新上证科创综指增强A（023937）成立日期2025年5月20日，最新规模8261.27万。成立以来收益 31.73%。 苏新上证科创综指增强A（023937）基金经理为林茂政。 截至发稿，林茂政累计任职时间326天，现任基金资产总规模5.35亿元，任职期间最佳基金回报 33.98%， 任职期间最差基金回报-0.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大 ...

Group 1 - The core point of the news is the performance and financial metrics of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw its stock price increase by 5.01% to 128.85 CNY per share, with a total market capitalization of 7.731 billion CNY [1] - The company specializes in the research, development, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the latest report, the trading volume for Jinhaitong was 1.26 million CNY, with a turnover rate of 2.39% [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has a significant position in Jinhaitong, specifically the Baoying New Rising Mixed A fund, which held 13,200 shares, accounting for 1.07% of the fund's net value [2] - The Baoying New Rising Mixed A fund has achieved a year-to-date return of 36.74% and a one-year return of 41.27%, ranking 2023/8149 and 1096/8053 respectively among its peers [2] - The fund manager, Cai Dan, has been in charge for 8 years and 96 days, with the fund's total asset size currently at 2.35 billion CNY, achieving a best return of 99.22% during the tenure [2]