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英杰电气:电源研发项目众多
Zheng Quan Ri Bao Wang· 2025-10-09 08:40
证券日报网讯英杰电气(300820)10月9日在互动平台回答投资者提问时表示,公司的电源研发项目众 多,研发产品都需经过严格的性能测试、可靠性验证及市场适配验证,为确保信息的准确性与严谨性, 避免对投资者决策产生误导,针对公司具体电源研发项目的进展,目前暂不便披露细节情况。 ...
港股异动 | 上海电气(02727)涨超8% 公司A股涨停 可控核聚变赛道近期利好频出
智通财经网· 2025-10-09 02:15
据悉,上海电气自2000年起参与"人造太阳"核聚变项目,至今已成为国内核聚变主机系统核心装备供货 业绩最全面的装备制造企业之一。光大证券此前研报指出,在我国能源结构转型、产业结构调整的背景 下公司有望利用龙头优势进一步提升传统优势业务市占率,同时在公司技术研发优势的支撑下储能、氢 能和机器人等新兴业务也有望成为公司新的业绩增长点。 消息面上,近期,可控核聚变赛道利好频出。据央视新闻报道,10月1日,位于安徽合肥的紧凑型聚变 能实验装置BEST项目建设取得关键突破。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付,成功精准落位安装在BEST装置主机大厅内,标志着项目主体工程建设步入新阶段。方正证券认 为,聚变行业催化明显较7-8月份更加密集,国际原子能聚变能大会或有重大国家和国际进展公布,且 国内BEST项目在Q4有望再次开启第二次密集招标(包括第一壁、偏滤器、电源等高价值量产品),其 它聚变装置也有望启动;巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 智通财经APP获悉,上海电气(02727)涨超8%,公司A股涨停,截至发稿,涨8.18%,报5.16港元,成交 额10.14亿港元。 ...
港股异动 | 聚变行业催化密集 中核国际(02302)涨近13% 中广核矿业(01164)涨超8%
智通财经网· 2025-10-08 02:39
消息面上,10月13至18日,国际原子能聚变能大会(FEC2025)将在成都举办。方正证券指出,聚变行业 催化明显较7-8月份更加密集,国际原子能聚变能大会或有重大国家和国际进展公布,且国内BEST项目 在Q4有望再次开启第二次密集招标(包括第一壁、偏滤器、电源等高价值量产品),其它聚变装置也 有望启动;巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 智通财经APP获悉,核电股早盘走高,截至发稿,中核国际(02302)涨12.99%,报6.96港元;中广核矿业 (01164)涨8.38%,报3.88港元;中广核电力(01816)涨0.34%,报2.93港元。 ...
聚变行业催化密集 中核国际涨近13% 中广核矿业涨超8%
Zhi Tong Cai Jing· 2025-10-08 02:38
消息面上,10月13至18日,国际原子能聚变能大会(FEC2025)将在成都举办。方正证券指出,聚变行业 催化明显较7-8月份更加密集,国际原子能聚变能大会或有重大国家和国际进展公布,且国内BEST项目 在Q4有望再次开启第二次密集招标(包括第一壁、偏滤器、电源等高价值量产品),其它聚变装置也有望 启动;巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 核电股早盘走高,截至发稿,中核国际(02302)涨12.99%,报6.96港元;中广核矿业(01164)涨8.38%,报 3.88港元;中广核电力(01816)涨0.34%,报2.93港元。 ...
超频三:目前公司PC散热业务在售产品主要为消费电子散热产品、计算机整机及其周边产品
Zheng Quan Ri Bao Wang· 2025-09-25 10:50
证券日报网讯超频三(300647)9月25日在互动平台回答投资者提问时表示,目前公司PC散热业务在售 产品主要为消费电子散热产品(水冷、风冷散热器)、计算机整机及其周边产品(电脑整机、机箱、电源、 风扇等配件),公司将结合产品价值、品牌定位与市场竞争环境及公司自身情况灵活调整产品销售价 格。 ...
高盛:降比亚迪电子目标价至53.08港元 维持“买入”评级
Zhi Tong Cai Jing· 2025-09-22 07:11
Core Viewpoint - Goldman Sachs has extended the benchmark year for BYD Electronics (00285) to 2026 from 2025, while maintaining a "Buy" rating despite lowering the 12-month target price by 3.5% to HKD 53.08 from HKD 54.98, reflecting a positive outlook on the company's product portfolio upgrade [1] Group 1 - Goldman Sachs updated the target price based on a revised short-term price-to-earnings ratio of 17.1 times, down from 19.5 times, which is still one standard deviation above the historical average [1] - The firm anticipates a 35% half-year revenue growth for BYD Electronics in the second half of 2025, driven by seasonal improvements, the trend towards smart driving, and expansion into the metal middle frame business due to new smartphone product cycles [1] - Despite the expected growth, challenges remain due to a weak smartphone market and intense competition in the automotive sector, which continue to suppress the company's growth [1] Group 2 - BYD Electronics plans to diversify into the AI data center sector, covering areas such as liquid cooling, power supplies, and optical modules, which is expected to enhance its market presence in the long term, although it requires higher R&D investment in the short term [1] - Given the weak terminal market, Goldman Sachs has revised its net profit forecasts for 2025 to 2027 down by 11%, 24%, and 26% respectively, indicating a more cautious outlook [1] - Despite the downward revision in profit forecasts, Goldman Sachs still expects revenue to grow quarter-on-quarter and for gross margins to expand, projecting a compound annual growth rate of 26% for net profit from 2025 to 2027, down from a previous estimate of 38% [1]
高盛:降比亚迪电子(00285)目标价至53.08港元 维持“买入”评级
智通财经网· 2025-09-22 07:11
Core Viewpoint - Goldman Sachs has extended the base year for BYD Electronic (00285) to 2026 from 2025, while maintaining a "Buy" rating despite lowering the 12-month target price by 3.5% to HKD 53.08 from HKD 54.98, reflecting a positive outlook on the company's product portfolio upgrade [1] Group 1: Financial Projections - The updated target price is based on a revised short-term price-to-earnings ratio of 17.1 times, down from 19.5 times, which is still one standard deviation above the historical average [1] - Goldman Sachs anticipates a 35% half-year revenue growth for BYD Electronic in the second half of 2025, driven by seasonal improvements, trends in smart driving, and expansion in the metal middle frame business due to new smartphone product cycles [1] - Despite the revenue growth expectations, net profit forecasts for 2025 to 2027 have been reduced by 11%, 24%, and 26% respectively, due to a weaker terminal market [1] Group 2: Market Challenges and Opportunities - The smartphone market remains weak, and competition in the automotive market continues to suppress company growth [1] - BYD Electronic plans to diversify into the AI data center sector, covering areas such as liquid cooling, power supplies, and optical modules, which may provide long-term market diversification but requires higher R&D investment in the short term [1] - Despite the downward revision in profit forecasts, Goldman Sachs still expects revenue to grow quarter-on-quarter and for gross margins to expand, leading to a compound annual growth rate of net profit of 26% from 2025 to 2027, down from a previous estimate of 38% [1]
中信证券:AI及存储需求强劲 电子板块传统旺季趋势延续
Zheng Quan Shi Bao Wang· 2025-09-20 01:47
Group 1 - The third quarter is a traditional peak season for the electronics sector, with the overall industry performance continuing to show growth trends under normal demand conditions [1] - Strong demand for AI computing power-related products (computing chips, PCBs, power supplies, storage, and servers) is noted, with both overseas and domestic computing chains accelerating upward [1] - The storage sector is experiencing enhanced prosperity, with strong enterprise-level demand; since the second half of 2025, the growth rate and price increase of NAND and DRAM have exceeded expectations [1] Group 2 - The demand in the ToB industrial sector is steadily recovering, which is expected to drive high year-on-year growth in related analog, power, and mature process products against a low base [1] - The consumer electronics sector is in its traditional peak season, with stable downstream demand; the smart imaging industry shows strong demand, while some segments are affected by high base effects and reduced export competition [1] - Companies benefiting from market share gains and innovation upgrades are expected to perform well [1] Group 3 - The domestic semiconductor equipment supply chain is steadily advancing, with advanced logic orders gradually being fulfilled and storage orders showing signs of recovery from the bottom [1] - There is a clear trend of mergers and acquisitions within the industry [1]
英威腾:北京市市级行政事业采购项目尚未产生具体订单
Mei Ri Jing Ji Xin Wen· 2025-09-17 09:45
Group 1 - The company has successfully qualified for the Beijing municipal government procurement project for power supplies, but no specific orders have been generated yet [1] - The government procurement process is characterized by strong planning and complex internal procedures, and the company is actively promoting its participation [1]
瀛通通讯涨2.09%,成交额5706.26万元,主力资金净流出230.69万元
Xin Lang Zheng Quan· 2025-09-16 05:14
Company Overview - Ying Tong Communications, established on October 23, 2010, and listed on April 13, 2017, is a comprehensive technology company located in the economic development zone of Xintai Community, Tongcheng, Hubei Province [1] - The company specializes in product research and development, manufacturing, sales, and industrial investment operations, focusing on the fields of acoustics and data transmission [1] Financial Performance - For the first half of 2025, Ying Tong Communications achieved operating revenue of 395 million yuan, representing a year-on-year growth of 9.81% [2] - The net profit attributable to the parent company was -26.4961 million yuan, a year-on-year decrease of 33.91% [2] - Since its A-share listing, the company has distributed a total of 198 million yuan in dividends, with 41.9613 million yuan distributed over the past three years [3] Stock Performance - As of September 16, the stock price of Ying Tong Communications increased by 2.09%, reaching 17.61 yuan per share, with a total market capitalization of 3.28 billion yuan [1] - Year-to-date, the stock price has risen by 25.88%, with a 3.22% increase over the last five trading days, 7.64% over the last 20 days, and 15.02% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on March 25, where it recorded a net buy of -11.2895 million yuan [1] Shareholder Information - As of June 30, the number of shareholders for Ying Tong Communications was 31,500, a decrease of 19.59% from the previous period [2] - The average number of circulating shares per shareholder increased by 24.36% to 4,767 shares [2] Industry Classification - Ying Tong Communications is classified under the electronic industry, specifically in the consumer electronics sector, focusing on consumer electronic components and assembly [2] - The company is associated with several concept sectors, including Huawei, wireless charging, Xiaomi, BYD, and consumer electronics [2]