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秋田微涨2.01%,成交额3248.19万元,主力资金净流入33.81万元
Xin Lang Cai Jing· 2025-10-09 02:33
秋田微所属申万行业为:电子-光学光电子-面板。所属概念板块包括:电子纸、人工智能、智慧城市、 智能交通、物联网等。 截至9月19日,秋田微股东户数1.84万,较上期减少3.86%;人均流通股6508股,较上期增加4.02%。 2025年1月-6月,秋田微实现营业收入6.31亿元,同比增长21.37%;归母净利润5125.67万元,同比减少 5.78%。 分红方面,秋田微A股上市后累计派现2.31亿元。近三年,累计派现1.43亿元。 10月9日,秋田微盘中上涨2.01%,截至10:02,报35.08元/股,成交3248.19万元,换手率0.78%,总市值 42.10亿元。 资金流向方面,主力资金净流入33.81万元,特大单买入0.00元,占比0.00%,卖出107.88万元,占比 3.32%;大单买入556.33万元,占比17.13%,卖出414.64万元,占比12.77%。 秋田微今年以来股价涨8.25%,近5个交易日跌2.91%,近20日跌1.32%,近60日涨9.11%。 资料显示,深圳秋田微电子股份有限公司位于广东省深圳市龙岗区园山街道荷坳金源路39号,成立日期 2004年11月5日,上市日期2021年 ...
天山电子(301379):天山电子深度:主业稳健成长 ASIC及存储模组全链条布局
Xin Lang Cai Jing· 2025-09-30 04:41
Core Viewpoint - The company is focusing on differentiated, customized, and diversified display module products, with a strong emphasis on complex modules and automotive electronic terminals for future growth [1][2][4]. Group 1: Product Offerings - The company started with black and white LCD products and has expanded to color screens, automotive displays, and complex modules, with revenue contributions of 64% from color LCD modules, 22% from monochrome LCD modules, 11% from displays, and 3% from touch screens [1]. - The company provides customized services to high-quality clients across various industries, including smart home, smart finance terminals, communication equipment, industrial control, energy, healthcare, automotive electronics, and consumer electronics [1]. Group 2: Financial Performance - The company has shown steady growth, with a 5-year revenue CAGR of approximately 24% and a net profit CAGR of about 33% [2]. - The average product price increased from 9.7 to 14.6 yuan per unit from 2021 to 2024, reflecting a CAGR of 14% [2]. Group 3: Future Growth Areas - The company is focusing on complex modules and automotive electronic terminals, having made progress in developing smart serial display modules and variable light rearview mirror modules [2]. - The ASIC market is expected to grow rapidly due to the increasing demand for AI applications, with major companies like Google, Intel, and Amazon leading the way [3]. - The enterprise SSD market is projected to reach $39.6 billion globally and $9.1 billion in China by 2029, driven by trends in AI, data centers, and cloud storage [3]. Group 4: Strategic Partnerships - The company is collaborating with Tianlianxin and Xincun Technology to establish a full-chain layout for ASIC and enterprise storage modules, focusing on chip research and development, module manufacturing, and application implementation [4]. - Tianlianxin is responsible for developing ASIC chips and enterprise storage products, while Xincun Technology focuses on PCM chip design and manufacturing [4].
骏成科技9月25日获融资买入477.71万元,融资余额7204.69万元
Xin Lang Cai Jing· 2025-09-26 01:36
责任编辑:小浪快报 机构持仓方面,截止2025年6月30日,骏成科技十大流通股东中,大成中证360互联网+指数A (002236)位居第二大流通股东,持股51.49万股,相比上期增加4.61万股。博道成长智航股票A (013641)位居第五大流通股东,持股27.76万股,相比上期增加6.16万股。 9月25日,骏成科技跌1.87%,成交额3487.22万元。两融数据显示,当日骏成科技获融资买入额477.71 万元,融资偿还173.23万元,融资净买入304.47万元。截至9月25日,骏成科技融资融券余额合计 7204.69万元。 融资方面,骏成科技当日融资买入477.71万元。当前融资余额7204.69万元,占流通市值的2.29%,融资 余额超过近一年70%分位水平,处于较高位。 融券方面,骏成科技9月25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0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,江苏骏成电子科技股份有限公司位于江苏省句容市华阳北路41号,成立日期2009年7月16 日,上市日期2022年1月28日,公司主营业务涉及 ...
秋田微股价涨5.22%,大成基金旗下1只基金位居十大流通股东,持有50.54万股浮盈赚取94.51万元
Xin Lang Cai Jing· 2025-09-17 01:48
Company Overview - Akita Microelectronics Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on November 5, 2004. The company went public on January 28, 2021. Its main business involves the research, design, production, and sales of LCD display and touch control products [1]. Business Composition - The revenue composition of Akita Microelectronics is as follows: capacitive touch screens account for 31.70%, monochrome LCD modules for 19.91%, color LCD modules for 19.28%, monochrome LCD displays for 16.90%, and other supplementary products for 12.21% [1]. Stock Performance - As of September 17, Akita Microelectronics' stock price increased by 5.22%, reaching 37.66 CNY per share, with a trading volume of 67.30 million CNY and a turnover rate of 1.51%. The total market capitalization is 4.519 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders of Akita Microelectronics, a fund under Great Wall Fund ranks first. The Great Wall CSI 360 Internet + Index A (002236) entered the top ten circulating shareholders in the second quarter, holding 505,400 shares, which is 0.42% of the circulating shares. The estimated floating profit today is approximately 945,100 CNY [2]. Fund Performance - The Great Wall CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a latest scale of 698 million CNY. Year-to-date returns are 36.66%, ranking 1130 out of 4222 in its category. Over the past year, the return is 96%, ranking 587 out of 3804, and since inception, the return is 222.31% [2]. Fund Manager - The fund manager of Great Wall CSI 360 Internet + Index A (002236) is Xia Gao, who has a cumulative tenure of 10 years and 289 days. The total asset scale of the fund is 2.26 billion CNY, with the best fund return during the tenure being 217.4% and the worst being -71.74% [3].
天山电子股价涨5.04%,兴证全球基金旗下1只基金位居十大流通股东,持有199.98万股浮盈赚取245.98万元
Xin Lang Cai Jing· 2025-09-12 09:07
Group 1 - Tianshan Electronics experienced a stock price increase of 5.04%, reaching 25.62 CNY per share, with a trading volume of 132 million CNY and a turnover rate of 4.20%, resulting in a total market capitalization of 5.062 billion CNY [1] - The company, established on August 26, 2005, and listed on November 1, 2022, specializes in the research, design, production, and sales of customized liquid crystal displays and display modules [1] - The main revenue composition of Tianshan Electronics includes: color liquid crystal display modules - non-entrusted processing (58.97%), monochrome liquid crystal display modules (22.39%), monochrome liquid crystal displays (10.62%), color liquid crystal display modules - entrusted processing (4.96%), touch screens (1.73%), and material sales and other businesses (1.33%) [1] Group 2 - Xingsheng Global Fund has a fund that ranks among the top ten circulating shareholders of Tianshan Electronics, with the Xingsheng Trend Investment Mixed Fund (LOF) (163402) newly entering the top ten in the second quarter, holding 1.9998 million shares, accounting for 1.58% of circulating shares [2] - The Xingsheng Trend Investment Mixed Fund (LOF) has a total scale of 12.787 billion CNY and has achieved a year-to-date return of 11.36%, ranking 5638 out of 8174 in its category, with a one-year return of 31.27%, ranking 5004 out of 7981 [2]
秋田微股价跌5.29%,大成基金旗下1只基金位居十大流通股东,持有50.54万股浮亏损失102.6万元
Xin Lang Cai Jing· 2025-09-02 01:57
Company Overview - Akita Microelectronics Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, established on November 5, 2004, and listed on January 28, 2021. The company primarily engages in the research, design, production, and sales of LCD display and touch control products [1]. Business Composition - The main business revenue composition is as follows: capacitive touch screens account for 31.70%, monochrome LCD modules 19.91%, color LCD modules 19.28%, monochrome LCD displays 16.90%, and others 12.21% [1]. Stock Performance - As of September 2, the stock price of Akita Microelectronics decreased by 5.29%, trading at 36.38 yuan per share, with a transaction volume of 82.89 million yuan and a turnover rate of 1.87%. The total market capitalization is 4.366 billion yuan [1]. Major Shareholders - Among the top ten circulating shareholders of Akita Microelectronics, a fund under Da Cheng Fund ranks first. The Da Cheng CSI 360 Internet + Index A (002236) entered the top ten circulating shareholders in the second quarter, holding 505,400 shares, which represents 0.42% of the circulating shares. The estimated floating loss today is approximately 1.026 million yuan [2]. Fund Performance - The Da Cheng CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a latest scale of 698 million yuan. Year-to-date returns are 35.65%, ranking 1064 out of 4222 in its category; the one-year return is 86.08%, ranking 596 out of 3781; and since inception, the return is 219.94% [2]. Fund Management - The fund manager of Da Cheng CSI 360 Internet + Index A (002236) is Xia Gao, who has a cumulative tenure of 10 years and 274 days. The total asset scale of the fund is 2.26 billion yuan, with the best fund return during the tenure being 219.94% and the worst being -71.74% [3].
维信诺、汇顶科技等8家显示企业公布上半年业绩
WitsView睿智显示· 2025-08-22 09:10
Core Viewpoint - The article discusses the performance of eight display-related companies in the first half of 2025, highlighting their revenue and net profit changes, as well as the factors influencing their financial results. Group 1: Company Performance - Visionox reported revenue of 4.12 billion yuan, a year-on-year increase of 4.79%, but a net loss of 1.06 billion yuan, which is a reduction in loss compared to the previous year [3][4] - Goodix achieved revenue of 2.25 billion yuan, a slight decrease of 0.20%, while net profit rose by 35.74% to 430 million yuan, attributed to increased sales of innovative products [6][8] - Ruile New Materials saw revenue of 806 million yuan, up 16.27%, and net profit of 166 million yuan, a significant increase of 74.22%, driven by strong performance in the pharmaceutical sector [9][10] - Hanbo High-tech's revenue reached 1.55 billion yuan, a substantial increase of 50.84%, with a reduced net loss [11][12] - Akitamicro reported revenue of 631 million yuan, up 21.37%, but a net profit decline of 5.78% to 51 million yuan [16][17] - Jingwei Huikai experienced a revenue drop of 20.23% to 1.27 billion yuan and a net profit decrease of 70.78% to 14 million yuan [19][20] - Puyang Huicheng's revenue was 721 million yuan, a slight increase of 0.36%, but net profit fell by 37.22% to 70 million yuan [22][23] - Suijing Optoelectronics reported revenue of 165 million yuan, a growth of 33.04%, but incurred a net loss of 17 million yuan [25][26] Group 2: Industry Trends and Insights - Visionox focused on optimizing product structure, emphasizing AMOLED display products, leading to a 9.66% increase in OLED product revenue [5] - Goodix's revenue decline was attributed to changes in customer demand and inventory management, while its gross margin improved from 42.0% to 43.3% due to reduced chip procurement costs [8] - Ruile New Materials' growth was driven by a strong pharmaceutical segment and effective cost control measures [10] - Hanbo High-tech expanded its market in automotive backlight display modules, successfully collaborating with several Tier 1 suppliers [13][14] - Akitamicro's new production base in Thailand is expected to enhance its core business in display devices and embedded software development [18] - Jingwei Huikai's profit decline was influenced by international market conditions and increased production costs [21] - Puyang Huicheng's revenue growth in its anhydride derivatives business was notable, with a 3.74% increase [24] - Suijing Optoelectronics saw significant growth in its automotive LED segment, with a 241.15% increase in sales [27][28]
天山电子(301379):深度:主业稳健成长 ASIC及存储模组全链条布局
ZHONGTAI SECURITIES· 2025-08-22 07:43
Investment Rating - The report assigns a "Buy" rating for the company for the first time [2]. Core Views - The company is experiencing steady growth in its main business, with a focus on complex modules and automotive electronic smart terminals as future growth drivers [5][9]. - The company is actively expanding into the ASIC and enterprise-level storage module markets, which are expected to open up new growth opportunities [6][8]. Summary by Sections Company Overview - The company has a total share capital of 197.57 million shares and a market price of 27.10 yuan, resulting in a market capitalization of approximately 5,354.22 million yuan [4]. - The company has evolved from black-and-white LCD products to color screens, automotive displays, and complex modules, with a revenue composition of 61% from color LCD modules, 24% from monochrome modules, 12% from displays, and 2% from touch screens and others [4][18]. Financial Performance - The company has achieved a five-year revenue CAGR of approximately 24% and a net profit CAGR of about 33% [5][20]. - Revenue projections for 2023A to 2027E are 1,267 million yuan, 1,477 million yuan, 1,765 million yuan, 2,198 million yuan, and 2,919 million yuan, respectively, with growth rates of 3%, 17%, 20%, 24%, and 33% [2]. - The net profit for the same period is projected to be 107 million yuan, 150 million yuan, 161 million yuan, 209 million yuan, and 306 million yuan, with growth rates of -9%, 40%, 7%, 29%, and 46% [2]. Market and Product Strategy - The company is focusing on complex modules and automotive electronic smart terminals, with significant R&D progress in smart serial display modules and variable light rearview mirror modules [5][30][33]. - The company is also investing in ASIC and enterprise-level storage modules, with a projected global market size for enterprise SSDs expected to reach 396 billion USD by 2029 [6][8]. Investment and Growth Potential - The company has established a full-chain layout for ASIC and enterprise-level storage modules through investments in Tianlianxin and Xincun Technology, enhancing its competitive edge in the semiconductor field [8][25]. - The company’s strategic focus on high-end production lines and complex modules is expected to drive future growth, particularly in the automotive sector [17][35].
秋田微H1实现营收6.31亿元,同比增长21.37%
Ju Chao Zi Xun· 2025-08-21 07:49
Financial Performance - The company reported a revenue of 630.57 million yuan, representing a year-on-year increase of 21.37% compared to 519.55 million yuan in the same period last year [1][2] - The net profit attributable to shareholders decreased by 5.78% to 51.26 million yuan from 54.40 million yuan year-on-year [1][2] - The net profit after deducting non-recurring gains and losses was 46.89 million yuan, down 3.20% from 48.44 million yuan in the previous year [1][2] - The net cash flow from operating activities significantly increased by 200.71% to 38.14 million yuan from 12.68 million yuan year-on-year [1] - Basic and diluted earnings per share both decreased by 6.52% to 0.43 yuan from 0.46 yuan [1] - The weighted average return on equity declined to 3.69% from 3.98% year-on-year [1] Assets and Equity - Total assets at the end of the reporting period were 1.73 billion yuan, an increase of 4.50% from 1.65 billion yuan at the end of the previous year [1] - The net assets attributable to shareholders increased slightly by 0.31% to 1.37 billion yuan from 1.37 billion yuan at the end of the previous year [1] Business Operations - The company possesses a full production line for monochrome LCD displays and capacitive touch screens, covering a range of products from single display and touch products to integrated touch display and software-hardware combined products, catering to one-stop procurement needs [1] - The company is actively expanding into multi-platform embedded control systems and industrial IoT human-machine interface systems, which will drive growth in supporting touch display products and further enhance the company's integrated touch display service advantages [1] Research and Development - The company emphasizes technological innovation to maintain its core competitive advantage, with a continued high level of investment in research and development [2] - During the reporting period, the company invested 43.42 million yuan in R&D, a year-on-year increase of 19.27%, accounting for 6.89% of its revenue [2] - The company holds 159 authorized patents, including 22 invention patents, 134 utility model patents, and 3 design patents, with an additional 38 patents currently under application [2]
秋田微: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-21 05:40
Core Viewpoint - Shenzhen Aki Microelectronics Co., Ltd. reported a 21.37% increase in revenue for the first half of 2025 compared to the same period in 2024, while net profit decreased by 5.78% [5][6][14]. Financial Performance - Revenue for the reporting period reached CNY 630,570,129.07, up from CNY 519,551,678.13 in the previous year [5][6]. - Net profit attributable to shareholders was CNY 51,256,660.98, down from CNY 54,400,116.66 [5][6]. - Basic and diluted earnings per share decreased by 6.52% to CNY 0.43 [5][6]. - Total assets increased by 4.50% to CNY 1,725,491,846.14, while net assets attributable to shareholders rose by 0.31% to CNY 1,374,053,847.36 [5][6]. Business Overview - The company specializes in the research, design, production, and sales of LCD and touch control products, serving various sectors including industrial control, IoT, healthcare, and automotive electronics [6][11]. - Major products include monochrome LCDs, color LCD modules, and capacitive touch screens, which are used in diverse applications [6][7]. Market Position and Industry Development - The company operates within the "manufacturing" sector, specifically in the "computer, communication, and other electronic device manufacturing" category [10][11]. - The touch display industry is experiencing rapid growth due to increasing demand in automation, IoT, healthcare, and automotive sectors, supported by national policies [11][12]. Competitive Advantages - The company maintains a strong focus on technological innovation, with significant R&D investment amounting to CNY 43,416,203.81, representing 6.89% of revenue [14][15]. - It has established a comprehensive quality management system, achieving various certifications, which enhances its competitive edge in product quality [14][15]. - The integration of touch and display functionalities allows the company to offer one-stop solutions, reducing supply chain management costs for customers [15][16].