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翱捷科技10月9日获融资买入2.18亿元,融资余额6.93亿元
Xin Lang Cai Jing· 2025-10-10 01:36
资料显示,翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层), 成立日期2015年4月30日,上市日期2022年1月14日,公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为:芯片产品销售92.39%,芯片定 制业务6.64%,半导体IP授权0.96%,测试服务与其他0.02%。 截至6月30日,翱捷科技股东户数2.08万,较上期增加5.28%;人均流通股17307股,较上期减少5.01%。 2025年1月-6月,翱捷科技实现营业收入18.98亿元,同比增长14.67%;归母净利润-2.45亿元,同比增长 7.29%。 机构持仓方面,截止2025年6月30日,翱捷科技十大流通股东中,嘉实上证科创板芯片ETF(588200) 位居第六大流通股东,持股596.07万股,相比上期增加144.95万股。香港中央结算有限公司位居第十大 流通股东,持股442.65万股,相比上期减少92.49万股。 责任编辑:小浪快报 10月9日,翱捷科技涨2.28%,成交额19.05亿元。两融数据显示,当日翱捷科技获融资买入额2.18亿 ...
翱捷科技9月25日获融资买入2.18亿元,融资余额7.31亿元
Xin Lang Cai Jing· 2025-09-26 01:31
融券方面,翱捷科技9月25日融券偿还2979.00股,融券卖出5747.00股,按当日收盘价计算,卖出金额 63.22万元;融券余量7.37万股,融券余额810.34万元,超过近一年70%分位水平,处于较高位。 资料显示,翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层), 成立日期2015年4月30日,上市日期2022年1月14日,公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为:芯片产品销售92.39%,芯片定 制业务6.64%,半导体IP授权0.96%,测试服务与其他0.02%。 9月25日,翱捷科技涨1.76%,成交额17.56亿元。两融数据显示,当日翱捷科技获融资买入额2.18亿 元,融资偿还2.36亿元,融资净买入-1842.26万元。截至9月25日,翱捷科技融资融券余额合计7.39亿 元。 融资方面,翱捷科技当日融资买入2.18亿元。当前融资余额7.31亿元,占流通市值的1.84%,融资余额 超过近一年90%分位水平,处于高位。 截至6月30日,翱捷科技股东户数2.08万,较上期增加5.28%; ...
翱捷科技股价涨5.21%,华泰柏瑞基金旗下1只基金重仓,持有6.37万股浮盈赚取33.61万元
Xin Lang Cai Jing· 2025-09-22 03:00
科创指数(588880)成立日期2023年11月8日,最新规模2.28亿。今年以来收益51.17%,同类排名 355/4222;近一年收益108.87%,同类排名299/3813;成立以来收益30.67%。 科创指数(588880)基金经理为谭弘翔。 9月22日,翱捷科技涨5.21%,截至发稿,报106.64元/股,成交7.99亿元,换手率2.13%,总市值446.08 亿元。 资料显示,翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层), 成立日期2015年4月30日,上市日期2022年1月14日,公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为:芯片产品销售92.39%,芯片定 制业务6.64%,半导体IP授权0.96%,测试服务与其他0.02%。 从基金十大重仓股角度 数据显示,华泰柏瑞基金旗下1只基金重仓翱捷科技。科创指数(588880)二季度增持4851股,持有股 数6.37万股,占基金净值比例为2.18%,位居第五大重仓股。根据测算,今日浮盈赚取约33.61万元。 截至发稿,谭弘翔累计任职时间4年 ...
翱捷科技股价涨5.21%,财通证券资管旗下1只基金重仓,持有5.63万股浮盈赚取29.73万元
Xin Lang Cai Jing· 2025-09-22 02:57
Company Overview - Aojie Technology Co., Ltd. is located in the China (Shanghai) Free Trade Zone and was established on April 30, 2015. The company went public on January 14, 2022. Its main business involves the research, design, and sale of wireless communication chips, along with customized chip services and semiconductor IP licensing services [1]. Financial Performance - As of September 22, Aojie Technology's stock price increased by 5.21%, reaching 106.64 CNY per share, with a trading volume of 792 million CNY and a turnover rate of 2.11%. The total market capitalization stands at 44.608 billion CNY [1]. - The revenue composition of Aojie Technology is as follows: 92.39% from chip product sales, 6.64% from customized chip services, 0.96% from semiconductor IP licensing, and 0.02% from testing services and others [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Caitong Securities Asset Management holds Aojie Technology as a significant investment. The Caitong Innovation Growth Mixed A Fund (020075) held 56,300 shares in the second quarter, unchanged from the previous period, accounting for 4.58% of the fund's net value, ranking as the eighth largest holding. The estimated floating profit today is approximately 297,300 CNY [2]. - The Caitong Innovation Growth Mixed A Fund was established on March 26, 2024, with a latest scale of 59.5049 million CNY. Year-to-date returns are 45.28%, ranking 1224 out of 8244 in its category; the one-year return is 89.22%, ranking 832 out of 8066; and since inception, the return is 81.35% [2]. Fund Management - The fund manager of Caitong Innovation Growth Mixed A is Bao Lianwen, who has been in the position for 3 years and 305 days. The total asset size of the fund is 3.381 billion CNY, with the best fund return during his tenure being 100.27% and the worst being 8.01% [3].
乐鑫科技(688018):二季度业绩持续超预期
Changjiang Securities· 2025-09-15 23:30
Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Insights - In the first half of 2025, the company achieved revenue of 1.246 billion yuan, a year-on-year increase of 35.35%, and a net profit attributable to shareholders of 261 million yuan, a year-on-year increase of 72.29% [5][11]. - In the second quarter of 2025, the company reported revenue of 688 million yuan, a year-on-year increase of 29.02% and a quarter-on-quarter increase of 23.28%, with a net profit of 168 million yuan, a year-on-year increase of 71.45% and a quarter-on-quarter increase of 78.82% [5][11]. - The company's performance is driven by digital and intelligent upgrades, along with the gradual release of new potential customers, leading to sustained high growth [11]. Financial Performance - The gross profit margin for the first half of 2025 was 45.20%, an increase of 2.00 percentage points year-on-year, attributed to changes in product structure and economies of scale [11]. - In the second quarter of 2025, the gross profit margin was 46.69%, an increase of 2.58 percentage points year-on-year and 3.32 percentage points quarter-on-quarter [11]. - The company’s revenue composition for the first half of 2025 included 38.9% from chips and 60.5% from modules, with a slight increase in the revenue share from modules [11]. Research and Development - In the first half of 2025, the company invested 268 million yuan in R&D, a year-on-year increase of 22.66% [11]. - The company focuses on self-research of core technologies and has launched 12 different product models, covering mature, growth, and emerging phases, laying a solid foundation for long-term growth [11]. Market Position and Strategy - The company is positioned as a leading player in the IoT technology ecosystem, with a focus on both hardware and software development, and has expanded its product application scenarios and customer base [11]. - The acquisition of M5Stack is expected to enhance the coverage of long-tail customers [11]. - The company’s AI solutions have gained recognition from industry leaders such as Apple, OpenAI, and ByteDance, facilitating the deployment of AI models in IoT scenarios [11]. Future Outlook - The company is expected to see a continuous increase in profitability, with projected net profits attributable to shareholders of 520 million yuan, 734 million yuan, and 978 million yuan for 2025, 2026, and 2027, respectively [11].
翱捷科技9月12日获融资买入2.17亿元,融资余额7.33亿元
Xin Lang Zheng Quan· 2025-09-15 01:25
截至6月30日,翱捷科技股东户数2.08万,较上期增加5.28%;人均流通股17307股,较上期减少5.01%。 2025年1月-6月,翱捷科技实现营业收入18.98亿元,同比增长14.67%;归母净利润-2.45亿元,同比增长 7.29%。 机构持仓方面,截止2025年6月30日,翱捷科技十大流通股东中,嘉实上证科创板芯片ETF(588200) 位居第六大流通股东,持股596.07万股,相比上期增加144.95万股。香港中央结算有限公司位居第十大 流通股东,持股442.65万股,相比上期减少92.49万股。 融资方面,翱捷科技当日融资买入2.17亿元。当前融资余额7.33亿元,占流通市值的1.92%,融资余额 超过近一年90%分位水平,处于高位。 融券方面,翱捷科技9月12日融券偿还4900.00股,融券卖出1.61万股,按当日收盘价计算,卖出金额 170.64万元;融券余量7.10万股,融券余额752.83万元,超过近一年60%分位水平,处于较高位。 资料显示,翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层), 成立日期2015年4月30日,上市日期2022年1月 ...
翱捷科技股价涨6.05%,华安基金旗下1只基金重仓,持有92.16万股浮盈赚取527.14万元
Xin Lang Cai Jing· 2025-09-11 03:21
Group 1 - The core viewpoint of the news is that Aojie Technology's stock has seen a significant increase, with a rise of 6.05% to 100.30 CNY per share, and a total market capitalization of 41.956 billion CNY as of September 11 [1] - Aojie Technology, established on April 30, 2015, specializes in the research, design, and sales of wireless communication chips, with its main revenue sources being chip product sales (92.39%), customized chip services (6.64%), semiconductor IP licensing (0.96%), and testing services and others (0.02%) [1] - The company is located in the China (Shanghai) Free Trade Pilot Zone, indicating its strategic positioning for growth in the semiconductor industry [1] Group 2 - Huazhong Fund has a significant holding in Aojie Technology, with its Huazhong Small and Medium Growth Mixed Fund (040007) holding 921,600 shares, accounting for 3.9% of the fund's net value, making it the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 5.2714 million CNY from its investment in Aojie Technology [2] - The Huazhong Small and Medium Growth Mixed Fund has a total scale of 1.85 billion CNY and has achieved a year-to-date return of 3.67%, ranking 6958 out of 8175 in its category [2]
博通(AVGO):受益全球AI浪潮,半导体与软件协同增长
Guoxin Securities· 2025-09-03 11:57
Investment Rating - The report initiates coverage with an "Outperform" rating for Broadcom [3][5][42] Core Insights - Broadcom benefits from the global AI wave, with significant growth in semiconductor and software sectors driven by AI demand [1][2][42] - Semiconductor solutions dominate revenue structure, accounting for 58.35% of total revenue in FY2024, with AI-related revenue growing by 220% [1][14] - Infrastructure software revenue reached $21.478 billion in FY2024, showing a year-on-year growth of approximately 181.24% [1][14] Revenue and Profitability - In FY2025H1, Broadcom achieved revenue of $29.92 billion, a year-on-year increase of 22.38%, and net profit of $10.468 billion, up 203.77% [2][17] - The company expects FY2025Q3 revenue to be $15.8 billion, driven by a 35% increase in ASIC sales [2][43] Business Segments - The semiconductor solutions segment includes AI XPU accelerators, network switch chips, and custom ASIC products, while the infrastructure software segment includes VMware Cloud Foundation and virtualization software [13][32] - The semiconductor solutions business is projected to grow at rates of 18.5%, 31.5%, and 25.5% for 2025, 2026, and 2027 respectively [31][43] Financial Projections - Revenue projections for Broadcom are $61.266 billion, $76.340 billion, and $90.654 billion for 2025, 2026, and 2027 respectively, with corresponding net profits of $25.299 billion, $34.561 billion, and $42.479 billion [4][43] - The report anticipates a steady increase in gross margin, reaching 67.6% in 2025 and 69.1% by 2027 [31][32] Valuation - The report suggests a valuation range of $1,658.93 billion to $1,693.49 billion based on a projected PE ratio of 48-49 for 2026 [3][43] - Broadcom's current PE ratios are 55.29, 40.47, and 32.93 for 2024, 2025, and 2026 respectively [43]
翱捷科技8月27日获融资买入5.26亿元,融资余额8.90亿元
Xin Lang Cai Jing· 2025-08-28 01:33
Core Insights - On August 27, Aojie Technology's stock rose by 8.66%, with a trading volume of 3.186 billion yuan [1] - The company recorded a net financing purchase of 180 million yuan on the same day, with total financing and securities balance reaching 903 million yuan [1] - Aojie Technology's main business includes the research, design, and sales of wireless communication chips, with revenue composition primarily from chip products at 89.01% [1] Financing and Securities - On August 27, Aojie Technology had a financing buy-in of 526 million yuan, with a financing balance of 890 million yuan, accounting for 2.23% of the circulating market value [1] - The company’s financing balance is above the 90th percentile level over the past year, indicating a high level of financing activity [1] - The short selling data shows that 8,400 shares were sold on August 27, with a short selling amount of 931,000 yuan, and a short selling balance of 13.399 million yuan, also above the 90th percentile level [1] Financial Performance - As of June 30, Aojie Technology reported a revenue of 1.898 billion yuan for the first half of 2025, representing a year-on-year growth of 14.67% [2] - The company experienced a net profit loss of 245 million yuan, but this was an improvement with a year-on-year growth of 7.29% [2] - The number of shareholders increased by 5.28% to 20,800, while the average circulating shares per person decreased by 5.01% to 17,307 shares [2] Shareholder Composition - As of June 30, 2025, the sixth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 5.9607 million shares, an increase of 1.4495 million shares from the previous period [2] - The tenth largest shareholder, Hong Kong Central Clearing Limited, holds 4.4265 million shares, a decrease of 924,900 shares compared to the previous period [2]
翱捷科技股价跌5.05%,财通证券资管旗下1只基金重仓,持有5.63万股浮亏损失32.27万元
Xin Lang Cai Jing· 2025-08-25 02:47
8月25日,翱捷科技跌5.05%,截至发稿,报107.72元/股,成交7.69亿元,换手率1.90%,总市值450.59 亿元。 资料显示,翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层), 成立日期2015年4月30日,上市日期2022年1月14日,公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为:芯片产品89.01%,芯片定制业 务9.92%,半导体IP授权1.04%,其他0.02%,其他业务0.01%。 从基金十大重仓股角度 数据显示,财通证券资管旗下1只基金重仓翱捷科技。财通资管创新成长混合A(020075)二季度持有 股数5.63万股,与上期相比持股数量不变,占基金净值比例为4.58%,位居第八大重仓股。根据测算, 今日浮亏损失约32.27万元。 财通资管创新成长混合A(020075)成立日期2024年3月26日,最新规模5950.49万。今年以来收益 39.99%,同类排名847/8259;近一年收益84%,同类排名486/8023;成立以来收益74.75%。 财通资管创新成长混合A(02007 ...