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台基股份涨2.02%,成交额6.17亿元,主力资金净流出3449.50万元
Xin Lang Cai Jing· 2025-10-09 05:49
资料显示,湖北台基半导体股份有限公司位于湖北省襄阳市襄城区胜利街162号,成立日期2004年1月2 日,上市日期2010年1月20日,公司主营业务涉及大功率半导体器件及其功率组件的研发、制造、销售 及服务。主营业务收入构成为:模块44.19%,晶闸管42.65%,其他13.16%。 台基股份所属申万行业为:电子-半导体-分立器件。所属概念板块包括:航天军工、EDA概念、国资改 革、氮化镓、直流输电等。 截至6月30日,台基股份股东户数9.49万,较上期增加45.22%;人均流通股2492股,较上期减少 31.14%。2025年1月-6月,台基股份实现营业收入1.79亿元,同比增长4.18%;归母净利润3972.84万元, 同比增长3789.41%。 分红方面,台基股份A股上市后累计派现4.91亿元。近三年,累计派现3429.70万元。 资金流向方面,主力资金净流出3449.50万元,特大单买入1993.44万元,占比3.23%,卖出3235.74万 元,占比5.25%;大单买入1.21亿元,占比19.57%,卖出1.43亿元,占比23.15%。 台基股份今年以来股价涨21.58%,近5个交易日涨1.08%,近 ...
台基股份股价涨5.07%,嘉实基金旗下1只基金重仓,持有1300股浮盈赚取2730元
Xin Lang Cai Jing· 2025-09-24 02:47
Group 1 - The core viewpoint of the news is that Taiji Co., Ltd. has seen a significant increase in its stock price, rising by 5.07% to 43.50 CNY per share, with a trading volume of 903 million CNY and a turnover rate of 9.00%, leading to a total market capitalization of 10.289 billion CNY [1] - Taiji Co., Ltd. is based in Xiangyang, Hubei Province, and was established on January 2, 2004, with its listing date on January 20, 2010. The company specializes in the research, development, manufacturing, sales, and service of high-power semiconductor devices and their power components [1] - The main business revenue composition of Taiji Co., Ltd. includes modules at 44.19%, thyristors at 42.65%, and other products at 13.16% [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has a significant position in Taiji Co., Ltd. The Jiashi CSI 2000 ETF (159535) held 1,300 shares in the second quarter, accounting for 0.28% of the fund's net value, ranking as the seventh largest holding [2] - The Jiashi CSI 2000 ETF (159535) was established on September 14, 2023, with a latest scale of 20.5767 million CNY. It has achieved a return of 32.27% this year, ranking 1481 out of 4220 in its category, and a return of 75.99% over the past year, ranking 1073 out of 3814 [2] - The fund manager of Jiashi CSI 2000 ETF (159535) is Li Zhi, who has been in the position for 7 years and 275 days, managing total assets of 18.361 billion CNY, with the best fund return during his tenure being 82.81% and the worst being -50.62% [2]
捷捷微电:各产品保持较高的产品稼动率,无明显淡旺季之分
Zheng Quan Ri Bao· 2025-09-18 12:13
Group 1 - The company is gradually achieving domestic substitution for imported products, reducing reliance on imports in the thyristor, diode, and protective device markets in China [2] - All products maintain a high utilization rate, with no significant seasonal fluctuations observed [2]
台基股份涨2.02%,成交额1.34亿元,主力资金净流出77.92万元
Xin Lang Cai Jing· 2025-09-17 02:13
Group 1 - The core viewpoint of the news is that Taiji Co., Ltd. has shown fluctuations in stock performance, with a year-to-date increase of 14.63% and a recent decline over the past 20 days of 13.26% [1][2] - As of June 30, 2025, Taiji Co., Ltd. reported a revenue of 179 million yuan, representing a year-on-year growth of 4.18%, and a net profit attributable to shareholders of 39.73 million yuan, which is a significant increase of 3789.41% year-on-year [2] - The company has a market capitalization of approximately 9.795 billion yuan, with a trading volume of 1.34 billion yuan on September 17 [1] Group 2 - Taiji Co., Ltd. operates in the electronic semiconductor industry, specifically in discrete devices, and is involved in various concept sectors including EDA, aerospace and military, small-cap stocks, gallium nitride, and state-owned enterprise reform [2] - The company has distributed a total of 491 million yuan in dividends since its A-share listing, with 34.30 million yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 45.22% to 94,900, while the average number of circulating shares per person decreased by 31.14% to 2,492 shares [2]
捷捷微电:公司是晶闸管领域的龙头企业,近年MOSFET产品持续放量
Core Viewpoint - The company, JieJie Microelectronics, is a leading player in the thyristor sector, experiencing strong growth in MOSFET product volume and expanding its IDM model across multiple products, which provides a solid foundation for stable operations [1] Group 1 - The company is recognized as a leader in the thyristor field [1] - There is a significant increase in the volume of MOSFET products, indicating robust development momentum [1] - The IDM model is gradually expanding to various products, enhancing operational stability [1] Group 2 - The company is increasing its investment in research and development [1] - Efforts are being made to optimize production processes [1] - The company aims to expand application fields to achieve domestic substitution goals [1]
台基股份跌2.02%,成交额3.14亿元,主力资金净流出1885.04万元
Xin Lang Cai Jing· 2025-09-16 03:22
Company Overview - Taiji Co., Ltd. is located in Xiangyang City, Hubei Province, and was established on January 2, 2004. The company was listed on January 20, 2010. Its main business involves the research, development, manufacturing, sales, and service of high-power semiconductor devices and their power components [1][2]. Financial Performance - For the first half of 2025, Taiji Co., Ltd. achieved operating revenue of 179 million yuan, representing a year-on-year growth of 4.18%. The net profit attributable to the parent company was 39.73 million yuan, showing a significant year-on-year increase of 3789.41% [2]. - Since its A-share listing, Taiji Co., Ltd. has distributed a total of 491 million yuan in dividends, with 34.30 million yuan distributed over the past three years [3]. Stock Performance - As of September 16, Taiji Co., Ltd.'s stock price was 40.21 yuan per share, with a market capitalization of 9.511 billion yuan. The stock has increased by 11.31% year-to-date, with a 3.34% increase over the last five trading days, a 15.15% decrease over the last 20 days, and a 15.21% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 25, where it recorded a net purchase of 235 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Taiji Co., Ltd. was 94,900, an increase of 45.22% compared to the previous period. The average number of circulating shares per person was 2,492, a decrease of 31.14% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 375,000 shares, a decrease of 813,400 shares compared to the previous period [3]. Industry Classification - Taiji Co., Ltd. belongs to the electronic-semiconductor-discrete devices sector and is associated with concepts such as EDA, aerospace and military, small-cap stocks, gallium nitride, and state-owned enterprise reform [2].
国信证券晨会纪要-20250911
Guoxin Securities· 2025-09-11 02:06
Macro and Strategy - The fixed income investment strategy for Q4 indicates a turning point year, with expectations for a cooling economy and potential interest rate cuts [8][11] - The report highlights the ongoing industrialization of solid-state batteries, supported by government policies and advancements in materials and applications [17][18] Textile and Apparel - The textile and apparel sector shows resilience in mid-term performance, with the sports segment leading apparel consumption [3][11] - In September, the retail sales of clothing increased by 1.8% year-on-year, with e-commerce growth rebounding significantly [12][13] - The textile manufacturing segment reported a revenue increase of 7.8% in H1 2025, while the apparel and home textile segment faced a decline of 6.4% [15] Electric Power Equipment and New Energy - The solid-state battery industry is progressing, with significant policy support and material advancements leading to increased production and application [17][18] - Domestic energy storage system tenders surged to 47.2 GWh in August 2025, reflecting a 2158% year-on-year increase, indicating strong demand for new energy systems [18] - The electric power equipment sector is expected to benefit from increased capital expenditures, particularly in AI and cloud infrastructure [18][19] Pharmaceutical and Biotechnology - The pharmaceutical sector is experiencing strong performance, with a notable increase in interest in ANGPTL3-targeted therapies, particularly from multinational corporations [21][22] - The overall biopharmaceutical sector outperformed the market, with a TTM P/E ratio of 40.75x, indicating robust investor interest [20] Non-Banking Financial Sector - The securities industry reported a revenue increase of 11.37% year-on-year in H1 2025, driven by strong performance in brokerage and investment segments [22][23] - Financial investment assets have become the primary growth area for securities firms, accounting for nearly 50% of total assets [24] Social Services Industry - The education and human resources sector showed overall growth, with a revenue increase of 11% and a profit increase of 28% in H1 2025 [26][27] - The K12 education segment continues to recover, with significant demand for skills training and a shift towards quality education [28][30] Internet Industry - The AI agent market is rapidly evolving, with significant growth expected in AI infrastructure and applications, particularly in B2B and B2C sectors [31][34] - Major cloud providers are enhancing their AI capabilities, with Microsoft, Google, and Amazon leading the market [34][35] Agriculture, Forestry, Animal Husbandry, and Fishery - The report recommends focusing on the meat and dairy sectors, highlighting the positive outlook for low-cost pig farming and the overall livestock cycle [36]
国信证券-捷捷微电-300623-1H25扣非归母净利润同比增长46.57%,汽车电子加速布局-250910
Xin Lang Cai Jing· 2025-09-10 16:02
Core Viewpoint - The company has demonstrated significant growth in revenue and net profit in the first half of 2025, driven by its focus on power semiconductor devices and the expansion into automotive electronics [1][2][3] Group 1: Financial Performance - In 1H25, the company achieved a net profit attributable to the parent company of 246 million yuan, representing a year-on-year increase of 46.57% [1] - The total revenue for 1H25 reached 1.6 billion yuan, reflecting a year-on-year growth of 26.77% [1] - In Q2 2025, the company reported revenue of 901 million yuan, which is a year-on-year increase of 21.21% and a quarter-on-quarter increase of 28.67% [1] Group 2: Product Performance - The revenue from MOSFET products has accelerated, becoming the largest revenue source for the company, contributing 753 million yuan in 1H25, which accounts for 47.75% of total revenue and shows a year-on-year growth of 33.69% [2] - The company’s core products, including thyristors and protective devices, maintained stable performance, with thyristors generating 283 million yuan in revenue (18% of total revenue, YoY +1.12%) [2] - Revenue from protective devices increased to 541 million yuan (34% of total revenue, YoY +34.32%) due to the expansion of 6-inch production capacity [2] Group 3: Strategic Initiatives - The company has completed the acquisition of the remaining 8.45% stake in Jie Jie Nantong Technology for 284 million yuan, achieving 100% ownership, which is expected to enhance profitability [3] - A new subsidiary in Chengdu has been established to focus on high-end isolation chip products, which has already generated sales revenue and is anticipated to provide new growth opportunities [3] - The company is strategically targeting the automotive electronics sector, with automotive revenue accounting for 15.79% of total revenue in 1H25, and over 80% of this revenue coming from MOSFET products [2]
捷捷微电(300623):1H25扣非归母净利润同比增长46.57%,汽车电子加速布局
Guoxin Securities· 2025-09-10 15:23
证券研究报告 | 2025年09月10日 捷捷微电(300623.SZ) 优于大市 1H25 扣非归母净利润同比增长 46.57%,汽车电子加速布局 1H25 公司实现扣非归母净利润同比增长 46.57%。公司主要从事功率半导体 器件开发,主要产品包括晶闸管、防护器件、MOSFET 等产品。随着汽车电子 加速拓展,1H25 公司实现营收 16 亿元(YoY+26.77%),扣非归母净利润 2.46 亿元(YoY+46.57%);其中 2Q25 单季度公司实现营收 9.01 亿元(YoY+21.21%, QoQ+28.67%),扣非归母净利润 1.36 亿元(YoY+15.22%,QoQ+23.98%),部分 产品价格调整,毛利率 31.86%(YoY-8.08pct,QoQ-4.56pct)回落。 晶闸管保持稳健,MOSFET 与防护器件营收同比加速增长。公司以 IDM 模式为 主,随着产线稼动率提升产品毛利率显著修复。公司基本盘为晶闸管、防护 器件,主要在 5/6 寸产线生产,第二增长曲线 MOSFET 主要在子公司捷捷南 通 8 英寸线生产;目前 MOSFET 已成为第一大收入来源,1H25 收入 7.5 ...
台基股份跌2.00%,成交额2.57亿元,主力资金净流出2161.02万元
Xin Lang Zheng Quan· 2025-09-04 03:31
Company Overview - Taiji Co., Ltd. is located in Xiangyang City, Hubei Province, and was established on January 2, 2004. The company was listed on January 20, 2010. Its main business involves the research, development, manufacturing, sales, and service of high-power semiconductor devices and their power components [1][2]. Financial Performance - For the first half of 2025, Taiji Co., Ltd. achieved operating revenue of 179 million yuan, representing a year-on-year growth of 4.18%. The net profit attributable to the parent company was 39.73 million yuan, showing a significant year-on-year increase of 3789.41% [2]. - Since its A-share listing, Taiji Co., Ltd. has distributed a total of 491 million yuan in dividends, with 34.30 million yuan distributed over the past three years [3]. Stock Performance - As of September 4, Taiji Co., Ltd.'s stock price was 40.18 yuan per share, with a market capitalization of 9.504 billion yuan. The stock has increased by 11.22% year-to-date but has decreased by 12.67% over the past five trading days and 11.30% over the past 20 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 25, where it recorded a net purchase of 235 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders of Taiji Co., Ltd. was 94,900, an increase of 45.22% compared to the previous period. The average number of circulating shares per person was 2,492, a decrease of 31.14% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 375,000 shares, a decrease of 813,400 shares compared to the previous period [3]. Industry Classification - Taiji Co., Ltd. belongs to the electronic-semiconductor-discrete devices sector and is associated with concepts such as small-cap stocks, EDA concepts, aerospace and military, DC transmission, and QFII holdings [2].