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俄罗斯最大芯片公司,亏惨了
半导体行业观察· 2025-10-01 00:32
大部分损失源于承认对其母公司俄罗斯国家开发银行 VEB 的债务,价值 2382 亿卢布(28.8 亿美 元)。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 : 内容 编译自 themoscowtimes 。 《福布斯》周二发布的最新排名显示,俄罗斯国有微芯片制造商 Angstrem 被评为 2024 年俄罗斯亏 损最严重的公司,净亏损达 2363 亿卢布(28.6 亿美元)。 安斯特雷姆公司的收入仅为 50 亿卢布(6050 万美元),净亏损几乎是其营业额的 47 倍。 该芯片制造商的亏损超过了俄罗斯信托银行(1307亿卢布,约合15.8亿美元)、电网运营商俄罗斯国 家铁路公司(1169亿卢布,约合14.1亿美元)和莫斯科地铁(1077亿卢布,约合13亿美元)。 排名前十的国有企业亏损总额达6528亿卢布(79.1亿美元),占总亏损的70%。 Angstrem 的财务困境可以追溯到 2008 年,当时该工厂由与前通信部长兼总统顾问 Leonid Reiman 有关联的公司控制,从 VEB 借款 8.15 亿欧元,用于生产处理器、智能卡和电子护照。 该项目具有战略意义,有望成为俄罗斯最大的芯片制造商, ...
东港股份(002117) - 002117东港股份投资者关系管理信息20250926
2025-09-26 01:54
Group 1: Business Overview - The company's main business segments include printing, laminating, and technical services [3][4] - Printing business includes commercial票证 printing, data processing printing, personalized color printing, and commercial label printing [3][4] - Laminating business focuses on smart card manufacturing and RFID smart labels, serving various industries [4] Group 2: Financial Performance - For the first half of the year, the company achieved revenue of CNY 581 million, remaining stable compared to the previous year, with a net profit of CNY 78.5 million, an increase of 10.87% [4] - Revenue from printing products decreased by 21.28% year-on-year due to the impact of digitalization, but gross margin improved by 3.37% [4] - Revenue from laminating products increased by 133.81%, with stable gross margins [4] Group 3: Technical Services - Technical services include document storage and digitization, electronic票证 services, and AI robot products [4][5] - Document storage and digitization services have shown stable growth in revenue and profit [5][7] - The company has developed capabilities for digital currency wallet production and is working on product certification [5][6] Group 4: Market Trends and Future Outlook - The company anticipates that the decline in票证 product revenue will stabilize as the electronic replacement trend has largely completed [6] - The electronic票证 business is supported by a blockchain platform, providing data services to various industries [6] - The market for robot products is expected to grow significantly, with a focus on education and government applications [7]
新恒汇9月25日获融资买入4973.20万元,融资余额4.58亿元
Xin Lang Cai Jing· 2025-09-26 01:32
融资方面,新恒汇当日融资买入4973.20万元。当前融资余额4.58亿元,占流通市值的11.81%。 融券方面,新恒汇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。 资料显示,新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号,成立日期2017年12月7 日,上市日期2025年6月20日,公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为:智能卡业务59.74%,蚀刻引线框架28.34%,物联网eSIM芯片封测 6.16%,其他5.76%。 来源:新浪证券-红岸工作室 9月25日,新恒汇跌3.20%,成交额4.32亿元。两融数据显示,当日新恒汇获融资买入额4973.20万元, 融资偿还3330.50万元,融资净买入1642.70万元。截至9月25日,新恒汇融资融券余额合计4.58亿元。 截至6月30日,新恒汇股东户数3.73万,较上期减少30.05%;人均流通股1219股,较上期增加42.96%。 2025年1月-6月,新恒汇实现营业收入4.74亿元,同比增长14.51% ...
新恒汇跌2.01%,成交额2.55亿元,主力资金净流出2245.54万元
Xin Lang Cai Jing· 2025-09-25 05:30
资料显示,新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号,成立日期2017年12月7 日,上市日期2025年6月20日,公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为:智能卡业务59.74%,蚀刻引线框架28.34%,物联网eSIM芯片封测 6.16%,其他5.76%。 新恒汇所属申万行业为:电子-半导体-半导体材料。所属概念板块包括:eSIM、次新股、近端次新、中 盘、物联网等。 截至6月30日,新恒汇股东户数3.73万,较上期减少30.05%;人均流通股1219股,较上期增加42.96%。 2025年1月-6月,新恒汇实现营业收入4.74亿元,同比增长14.51%;归母净利润8895.45万元,同比减少 11.94%。 分红方面,新恒汇A股上市后累计派现1.20亿元。 责任编辑:小浪快报 9月25日,新恒汇盘中下跌2.01%,截至13:09,报86.27元/股,成交2.55亿元,换手率6.46%,总市值 206.66亿元。 资金流向方面,主力资金净流出2245.54万元,特大单买入420.58万元,占比1.65%,卖出1208.16万元, 占 ...
新恒汇9月24日获融资买入6835.54万元,融资余额4.42亿元
Xin Lang Cai Jing· 2025-09-25 01:44
资料显示,新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号,成立日期2017年12月7 日,上市日期2025年6月20日,公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为:智能卡业务59.74%,蚀刻引线框架28.34%,物联网eSIM芯片封测 6.16%,其他5.76%。 截至6月30日,新恒汇股东户数3.73万,较上期减少30.05%;人均流通股1219股,较上期增加42.96%。 2025年1月-6月,新恒汇实现营业收入4.74亿元,同比增长14.51%;归母净利润8895.45万元,同比减少 11.94%。 分红方面,新恒汇A股上市后累计派现1.20亿元。 责任编辑:小浪快报 9月24日,新恒汇涨0.39%,成交额5.65亿元。两融数据显示,当日新恒汇获融资买入额6835.54万元, 融资偿还5086.98万元,融资净买入1748.56万元。截至9月24日,新恒汇融资融券余额合计4.42亿元。 融资方面,新恒汇当日融资买入6835.54万元。当前融资余额4.42亿元,占流通市值的11.02%。 融券方面,新恒汇9月24日融券偿还0.00股,融 ...
新恒汇跌2.04%,成交额1.67亿元,主力资金净流出67.25万元
Xin Lang Cai Jing· 2025-09-23 02:45
Group 1 - The core viewpoint of the news is that Xin Heng Hui's stock has experienced fluctuations, with a year-to-date increase of 100.21% but a recent decline in the last five and twenty trading days [1] - As of September 23, Xin Heng Hui's stock price was 84.33 CNY per share, with a total market capitalization of 20.202 billion CNY [1] - The company has seen significant trading activity, with a net outflow of 672,500 CNY in main funds and notable buying and selling volumes in large orders [1] Group 2 - Xin Heng Hui operates in the electronic sector, specifically in semiconductor materials, and is involved in various concepts such as eSIM and integrated circuits [2] - For the first half of 2025, Xin Heng Hui reported a revenue of 474 million CNY, reflecting a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2]
东港股份(002117):印刷业务为基石,智能卡、机器人发展迅速
Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [2] Core Views - The company, Donggang Co., Ltd., has a solid foundation in printing business and is rapidly developing in smart cards and robotics. The company has been expanding its smart card business since 2010 and has seen significant growth in revenue and profit in recent periods [7][18] - The smart card business is experiencing explosive growth due to increasing demand in various sectors, including banking and social security, while the printing business is stabilizing after previous electronic impacts [8][21] - The company is also leveraging its channel advantages to explore high-potential robotics markets, which are expected to contribute to future revenue growth [8][27] Summary by Sections 1. Smart Card Business - The smart card business has seen explosive growth, with revenue increasing significantly in recent periods. The company achieved a revenue of 1.62 billion yuan in the first half of 2025, a year-on-year increase of 133.8% [7][21] - The demand for smart cards is stable, driven by the need for higher security and functionality compared to traditional magnetic stripe cards. The global demand for smart cards is expected to reach 9.58 billion units by 2024, with a compound annual growth rate (CAGR) of 0.9% from 2021 to 2024 [7][48] 2. Technical Services - The company is diversifying its technical services, including electronic ticketing and archival storage, which are expected to grow as industry penetration increases. The revenue from technical services is projected to grow steadily [8][27] - The company is also exploring opportunities in AI and robotics, with the global robotics market expected to grow at a CAGR of 16.4% from 2023 to 2028 [8][27] 3. Printing Business - The printing business is stabilizing after being significantly impacted by the shift to electronic invoicing. The company is focusing on improving production efficiency and expanding its market share in personalized color printing and commercial labels [8][21] - The gross margin for the printing business improved to 35.8% in the first half of 2025, reflecting effective cost control measures [8][27] 4. Financial Forecast and Valuation - The company is expected to achieve net profits of 188 million yuan, 228 million yuan, and 276 million yuan for the years 2025 to 2027, representing year-on-year growth rates of 19.3%, 20.9%, and 21.1% respectively [8][27] - The current market capitalization corresponds to price-to-earnings ratios of 32, 27, and 22 for the years 2025 to 2027, indicating potential upside based on industry comparisons [8][27]
新恒汇涨2.00%,成交额1.73亿元,主力资金净流出448.21万元
Xin Lang Zheng Quan· 2025-09-22 03:00
Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo High-tech Zone, Shandong Province, established on December 7, 2017, and listed on June 20, 2025 [1] - The company's main business includes smart card business (59.74% of revenue), etched lead frame business (28.34%), and IoT eSIM chip testing business (6.16%), with other revenues accounting for 5.76% [1] Stock Performance - As of September 22, the stock price of Xin Heng Hui increased by 2.00% to 85.65 CNY per share, with a trading volume of 173 million CNY and a turnover rate of 4.50%, resulting in a total market capitalization of 20.518 billion CNY [1] - Year-to-date, the stock price has risen by 103.35%, but it has decreased by 4.43% in the last five trading days and 14.94% in the last twenty days, while increasing by 44.68% over the last sixty days [1] Financial Performance - For the first half of 2025, Xin Heng Hui achieved operating revenue of 474 million CNY, representing a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2] Shareholder Information - As of June 30, the number of shareholders for Xin Heng Hui was 37,300, a decrease of 30.05% from the previous period, with an average of 1,219 circulating shares per person, an increase of 42.96% [2] Industry Classification - Xin Heng Hui belongs to the electronic industry, specifically in the semiconductor and semiconductor materials sector, and is associated with concepts such as eSIM, newly listed stocks, mid-cap stocks, integrated circuits, and chip concepts [2]
澄天伟业涨2.06%,成交额6203.66万元,主力资金净流入53.76万元
Xin Lang Cai Jing· 2025-09-18 02:22
Company Overview - Shenzhen Chengtian Weiye Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on August 1, 2006. The company was listed on August 9, 2017. Its main business involves the production, sales, and services of smart cards and dedicated chips [1][2]. Financial Performance - For the first half of 2025, Chengtian Weiye achieved operating revenue of 210 million yuan, representing a year-on-year growth of 32.91%. The net profit attributable to the parent company was 10.8764 million yuan, showing a significant year-on-year increase of 562.05% [2]. - Since its A-share listing, the company has distributed a total of 46.3001 million yuan in dividends, with 8.2541 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, the stock price of Chengtian Weiye increased by 2.06%, reaching 59.85 yuan per share, with a total market capitalization of 6.919 billion yuan. The stock has risen 134.52% year-to-date, with a 6.88% increase over the last five trading days [1]. - The company has seen a net inflow of main funds amounting to 537,600 yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of June 30, the number of shareholders for Chengtian Weiye was 8,133, an increase of 74.87% compared to the previous period. The average number of circulating shares per person decreased by 42.81% to 12,440 shares [2]. Business Segments - The main revenue composition of Chengtian Weiye includes smart card products (66.12%), other supplementary products (15.45%), semiconductor products (13.77%), leasing business (2.55%), and comprehensive card services (2.11%) [1]. Industry Classification - Chengtian Weiye is classified under the communication industry, specifically in the communication equipment sector, focusing on communication terminals and accessories. The company is associated with concepts such as eSIM, small-cap stocks, IGBT concepts, specialized and innovative enterprises, and annual strong performance [2].
新恒汇9月17日获融资买入4747.87万元,融资余额4.43亿元
Xin Lang Cai Jing· 2025-09-18 01:31
Group 1 - The core viewpoint of the news is that Xinhenghui has shown a mixed performance in terms of financing activities and financial results, with a notable increase in revenue but a decline in net profit [1][2]. - On September 17, Xinhenghui's stock price decreased by 0.37%, with a trading volume of 410 million yuan. The financing buy-in amount was 47.48 million yuan, while the financing repayment was 39.39 million yuan, resulting in a net financing buy of 8.08 million yuan [1]. - As of September 17, the total balance of margin trading for Xinhenghui was 443 million yuan, which accounts for 11.24% of its circulating market value [1]. Group 2 - As of June 30, the number of shareholders for Xinhenghui was 37,300, a decrease of 30.05% compared to the previous period. The average circulating shares per person increased by 42.96% to 1,219 shares [2]. - For the first half of 2025, Xinhenghui achieved an operating income of 474 million yuan, representing a year-on-year growth of 14.51%. However, the net profit attributable to the parent company was 88.95 million yuan, reflecting a year-on-year decrease of 11.94% [2]. - Xinhenghui has distributed a total of 120 million yuan in dividends since its A-share listing [3].