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东山精密股价涨5.37%,财通证券资管旗下1只基金重仓,持有29.23万股浮盈赚取107.57万元
Xin Lang Cai Jing· 2025-09-29 02:25
9月29日,东山精密涨5.37%,截至发稿,报72.26元/股,成交21.04亿元,换手率2.13%,总市值1323.52 亿元。 截至发稿,于洋累计任职时间7年76天,现任基金资产总规模7.87亿元,任职期间最佳基金回报 170.41%, 任职期间最差基金回报-48.65%。 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)均只作为参考,不构成个人投资建 议。 资料显示,苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼,成立日期1998年10月28日,上市日期2010年4月9日,公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为:电子电路 产品65.23%,触控面板及液晶显示模组17.98%,精密组件产品13.93%,LED显示器件1.69%,其他 1.17%。 责任编辑:小浪快报 财通资管消费精选混合A(005682)成立日期2018年4月2日,最新规模2.41亿。今年以来收益57.82%, ...
东山精密股价涨5.37%,永赢基金旗下1只基金重仓,持有5000股浮盈赚取1.84万元
Xin Lang Cai Jing· 2025-09-29 02:22
Group 1 - The core viewpoint of the news is that Dongshan Precision has seen a significant increase in its stock price, with a rise of 5.37% to 72.26 CNY per share, and a total market capitalization of 132.35 billion CNY [1] - Dongshan Precision, established on October 28, 1998, and listed on April 9, 2010, specializes in manufacturing and services related to precision sheet metal parts, precision castings, and flexible circuit boards [1] - The company's main business revenue composition includes: electronic circuit products (65.23%), touch panels and LCD display modules (17.98%), precision components (13.93%), LED display devices (1.69%), and others (1.17%) [1] Group 2 - From the perspective of fund holdings, Yongying Fund has a significant position in Dongshan Precision, with its fund "Yongying Steady Growth 18-Month Holding Mixed A" holding 5,000 shares, accounting for 0.36% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 18,400 CNY as of the report date [2] - The fund was established on January 26, 2021, with a current scale of 52.37 million CNY, and has achieved a year-to-date return of 4.48% [2]
东山精密股价跌5.12%,财通证券资管旗下1只基金重仓,持有29.23万股浮亏损失110.78万元
Xin Lang Cai Jing· 2025-09-26 06:03
9月26日,东山精密跌5.12%,截至发稿,报70.30元/股,成交40.07亿元,换手率4.02%,总市值1287.62 亿元。东山精密股价已经连续3天下跌,区间累计跌幅7.36%。 资料显示,苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼,成立日期1998年10月28日,上市日期2010年4月9日,公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为:电子电路 产品65.23%,触控面板及液晶显示模组17.98%,精密组件产品13.93%,LED显示器件1.69%,其他 1.17%。 截至发稿,于洋累计任职时间7年73天,现任基金资产总规模7.87亿元,任职期间最佳基金回报 170.41%, 任职期间最差基金回报-48.65%。 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)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,财通证券资管旗下1只基金重仓东山精密。财通资管消费 ...
东山精密股价跌5.12%,创金合信基金旗下1只基金重仓,持有7.84万股浮亏损失29.71万元
Xin Lang Cai Jing· 2025-09-26 06:01
创金合信创新驱动股票A(010495)成立日期2020年12月30日,最新规模6228.75万。今年以来收益 45.9%,同类排名984/4220;近一年收益57.86%,同类排名1507/3824;成立以来收益1.27%。 9月26日,东山精密跌5.12%,截至发稿,报70.30元/股,成交39.57亿元,换手率3.97%,总市值1287.62 亿元。东山精密股价已经连续3天下跌,区间累计跌幅7.36%。 资料显示,苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼,成立日期1998年10月28日,上市日期2010年4月9日,公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为:电子电路 产品65.23%,触控面板及液晶显示模组17.98%,精密组件产品13.93%,LED显示器件1.69%,其他 1.17%。 从基金十大重仓股角度 数据显示,创金合信基金旗下1只基金重仓东山精密。创金合信创新驱动股票A(010495)二季度持有 股数7.84万股,占基金净值比例为3.61%,位居第八大重仓股。根据测 ...
东山精密股价跌5.12%,长盛基金旗下1只基金重仓,持有1.94万股浮亏损失7.35万元
Xin Lang Cai Jing· 2025-09-26 06:01
9月26日,东山精密跌5.12%,截至发稿,报70.30元/股,成交39.57亿元,换手率3.97%,总市值1287.62 亿元。东山精密股价已经连续3天下跌,区间累计跌幅7.36%。 资料显示,苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼,成立日期1998年10月28日,上市日期2010年4月9日,公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为:电子电路 产品65.23%,触控面板及液晶显示模组17.98%,精密组件产品13.93%,LED显示器件1.69%,其他 1.17%。 长盛盛丰混合A(003641)基金经理为杨衡。 截至发稿,杨衡累计任职时间12年339天,现任基金资产总规模5亿元,任职期间最佳基金回报 87.15%, 任职期间最差基金回报-26.89%。 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)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 从基金十大重仓股 ...
AI加持+绑定英伟达,胜宏科技赴港上市能否再度「起跳」?
Sou Hu Cai Jing· 2025-09-02 13:53
Core Viewpoint - Shenghong Technology (300476.SZ) has seen its market capitalization double within 56 trading days, driven by a surge in AI demand, with its stock price increasing over 572% this year, reaching a peak of 293.6 yuan and a market cap of approximately 233.3 billion yuan [2][4]. Group 1: Financial Performance - Shenghong Technology's revenue is expected to exceed 10 billion yuan for the first time in 2024, with a year-on-year increase of 35.3%, and net profit expected to grow by 71.9% [5]. - For the first half of 2025, the company reported revenue of 9.031 billion yuan, a year-on-year increase of 86.0%, and a net profit of 2.143 billion yuan, a staggering increase of 366.89% [5][7]. - The revenue growth is attributed to the large-scale shipment of high-end PCB products related to AI and an optimized product mix, with multi-layer boards (MLPCB) contributing 61.73 billion yuan, accounting for 57.5% of total revenue in 2024 [5][7]. Group 2: IPO and Fundraising - Shenghong Technology has submitted its prospectus to the Hong Kong Stock Exchange for an IPO, aiming to raise approximately 1 billion USD, which would make it one of the largest PCB fundraising efforts in recent years [4]. - The funds raised will primarily be used for capacity expansion and technology research and development, with a total financing target of about 9 billion yuan if both the IPO and a previous private placement are successful [4]. Group 3: Market Position and Client Base - The company has become a key supplier for NVIDIA, with over 70% of its orders linked to NVIDIA-related products, capturing about 50% of the global market for PCB used in NVIDIA's data centers [11][12]. - Shenghong Technology's client base includes major companies such as Foxconn, Gigabyte, Hikvision, and Xiaomi, with a significant portion of its revenue now coming from overseas markets, which accounted for 78.4% of its main revenue in the first quarter of 2025 [12][13]. Group 4: Management and Strategic Development - The company's growth is attributed to its founder, Chen Tao, who has strategically positioned Shenghong Technology in the high-density interconnect (HDI) PCB market, which is crucial for AI applications [10][11]. - The establishment of the HDI division in 2019 has allowed Shenghong Technology to meet the increasing demands of AI hardware, leading to its recognition as a core supplier for NVIDIA [10][11]. Group 5: Industry Outlook - The global PCB market is projected to grow, with an estimated value of approximately 73.57 billion USD in 2024, reflecting a year-on-year increase of 5.8%, and expected to reach 94.66 billion USD by 2029 [16]. - Government initiatives to promote domestic production of high-end PCBs and investments in digital infrastructure are expected to benefit companies like Shenghong Technology [16].
东山精密股价跌5.36%,凯石基金旗下1只基金重仓,持有11.42万股浮亏损失42.14万元
Xin Lang Cai Jing· 2025-09-02 06:05
数据显示,凯石基金旗下1只基金重仓东山精密。凯石澜龙头经济持有期混合(006430)二季度持有股 数11.42万股,占基金净值比例为5.09%,位居第九大重仓股。根据测算,今日浮亏损失约42.14万元。 凯石澜龙头经济持有期混合(006430)成立日期2018年12月5日,最新规模8471.74万。今年以来收益 116.21%,同类排名26/8184;近一年收益146.83%,同类排名62/7971;成立以来收益143.51%。 凯石澜龙头经济持有期混合(006430)基金经理为李琛。 9月2日,东山精密跌5.36%,截至发稿,报65.13元/股,成交43.48亿元,换手率4.61%,总市值1192.93 亿元。 资料显示,苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼,成立日期1998年10月28日,上市日期2010年4月9日,公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为:电子电路 产品65.23%,触控面板及液晶显示模组17.98%,精密组件产品13.93%,LED显示器件1.69%, ...
中京电子上涨8.09%,报14.3元/股
Jin Rong Jie· 2025-08-28 06:21
Core Viewpoint - Zhongjing Electronics has shown significant stock performance with an 8.09% increase, indicating strong market interest and potential growth in the PCB industry [1] Company Overview - Zhongjing Electronics is located in Huizhou, Guangdong Province, and specializes in providing one-stop PCB solutions, focusing on the research, production, and sales of rigid multilayer boards, high-density boards, and flexible boards [1] - The company aims to become a global leader in PCB electronic information products and services, promoting smart manufacturing and industrial informationization [1] Financial Performance - As of March 31, Zhongjing Electronics had 69,200 shareholders with an average of 8,402 circulating shares per person [2] - For the first quarter of 2025, the company achieved a revenue of 743 million yuan, representing a year-on-year growth of 12.19% [2] - The net profit attributable to shareholders for the same period was 6.76 million yuan, showing a remarkable year-on-year increase of 113.93% [2]
弘信电子股价上涨5.29% 液冷与英伟达概念受关注
Jin Rong Jie· 2025-08-15 17:55
Group 1 - The stock price of Hongxin Electronics reached 32.86 yuan, an increase of 1.65 yuan or 5.29% from the previous trading day [1] - The company operates in the electronic components industry, focusing on flexible circuit boards and electronic components [1] - Hongxin Electronics has made advancements in AI server liquid cooling technology and computing chips, introducing "liquid cooling concept" and "NVIDIA concept" [1] Group 2 - The company's liquid cooling server leak monitoring solution has been recognized by leading international companies and has begun shipping as of April 2025 [1] - Hongxin Electronics has completed a dual-line layout for NVIDIA and domestic computing chips through the acquisition of Anlian Tong and collaboration with Suiruan Technology [1] - On August 15, the net inflow of main funds into Hongxin Electronics was 172 million yuan, accounting for 1.12% of the circulating market value [1]
华尔街巨头调研10倍AI牛股
Zheng Quan Shi Bao· 2025-07-31 05:44
Core Insights - Victory Technology (300476) is heavily held by public funds and has attracted attention from notable Wall Street investment firms, including Point 72, known for its aggressive investment strategies [1][2] Company Overview - Victory Technology specializes in the research, production, and sales of high-density printed circuit boards (PCBs), covering rigid and flexible circuit boards, with applications in AI, automotive electronics, new communication technologies, big data centers, industrial interconnects, medical instruments, computers, and aerospace [2][5] - As of July 30, 2023, the company's stock price has surged by 351.46% year-to-date, with a total market capitalization of 165.7 billion yuan [2] Investment Interest - As of the end of Q2 2023, 314 public funds held significant positions in Victory Technology, indicating a substantial increase in institutional interest [2] - Point 72, a global asset management firm, has shown frequent interest in A-share companies, conducting 252 research sessions in 2024 alone, leading all foreign institutions [4] Strategic Vision - The Chairman of Victory Technology, Chen Tao, emphasized the importance of embracing the AI era, predicting transformative changes across various industries, including a new computing epoch and accelerated robotics [5][7] - The company has achieved a compound annual growth rate of 30% over the past eight years, positioning itself as a leader in the PCB industry with a market value exceeding 160 billion yuan [5][6] Technological and Operational Advantages - Victory Technology boasts advanced technology in AI computing, AI servers, and high-density interconnect (HDI) PCBs, making it a core supplier for major companies like NVIDIA and Tesla [6] - The company has established production bases in Malaysia, Thailand, and Vietnam, enabling global delivery capabilities [6] Future Outlook - The company plans to enhance its core competitiveness by increasing production capacity and investing in high-end products and advanced manufacturing equipment [8] - The Chinese AI industry is projected to grow from 486.2 billion yuan in 2026 to 1 trillion yuan by 2030, with a compound annual growth rate of approximately 20% [6][7]