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优化产品结构,胜宏科技(300476.SZ)上半年归母净利润增长366.89%至21.43亿元
智通财经网· 2025-08-26 15:59
报告期内,公司坚定执行"拥抱AI,奔向未来"的核心发展理念,精准把握AI算力技术革新与数据中心升 级浪潮带来的历史新机遇,占据全球PCB制造技术制高点,凭借研发技术优势、制造技术优势和品质技 术优势,深耕细作国际头部大客户,快速落地AI算力、数据中心等领域的产品布局,实现大规模量 产,产品结构持续优化,推动公司业绩高速增长。 智通财经APP讯,胜宏科技(300476.SZ)发布2025年半年度报告,该公司营业收入为90.31亿元,同比增 长86.00%。归属于上市公司股东的净利润为21.43亿元,同比增长366.89%。归属于上市公司股东的扣除 非经常性损益的净利润为21.49亿元,同比增长365.69%。基本每股收益为2.5元。 ...
牛市后期会有共识性宏大叙事
Xinda Securities· 2025-08-24 12:31
牛市后期会有共识性宏大叙事 ——策略周观点 [Table_ReportDate] 2025 年 8 月 24 日 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 1 证券研究报告 策略研究 [策略周报 Table_ReportType] 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲 127 号金 隅大厦 B 座 邮编:100031 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 2 [Table_Summary] ➢ (1)为什么一直没有加速:因为流动性虽然充裕,但宏观经济的逻 辑并没有形成共识,所以还有犹豫的存量资金。如果以 2014-2015 年的牛市为例,能够看到,宏观的叙事形成过程较为缓慢。2014 年 7-10 月,指数已经开启了连续 4 个月的连续上涨,但期间宏观预期 依然很弱,大部分行业的机会是自下而上的,只是强度上受到了居 民资金不断流入的强化。不过 2014 年 11 月降息后,指数上涨加速, 因为降息和房地产政策持续宽松后,虽然当期经济偏弱,但对经济 的未来展望逐渐乐观,金 ...
帮主郑重:A股牛市真来了?三大铁证和一句忠告!
Sou Hu Cai Jing· 2025-08-24 07:24
老铁们,沪指冲上3800点,成交连续8天爆量2万亿,A股市值突破100万亿——这行情,连我这20年的老财经都心跳加速!但别光顾着嗨,牛市≠闭眼赚钱, 今天帮主三分钟给你说透真相! 第三个铁证:经济暗线已扭转 别信"经济差所以牛市虚"的鬼话!出口连超预期,半导体国产化率破40%,AI算力增速超56%——科技突围正在兑现利润。连IMF都连夜上调中国GDP预期 到4.8%,外资扫货的不是故事,是实打实的业绩拐点! 但!狂欢里藏着三根刺: 1. 估值刺客:寒武纪PE超4000倍,单季利润才3.55亿,市值硬怼5200亿——9月解禁洪峰(82%流通盘)就是照妖镜; 2. 伪科技陷阱:没专利、没订单的"算力租赁"公司,毛利率暴跌到15%还在炒; 3. 踏空焦虑症:新开户散户环比暴增19%,但历史教训摆着——牛市里死得最快的,永远是"涨了才信,信了梭哈"的人! 第一个铁证:资金洪流挡不住 居民存款正以每月万亿级规模搬家进股市,7月住户存款减少1.11万亿,非银存款暴增2.14万亿;外资疯狂回流,北向资金连续15天扫货;甚至楼市、债市的 资金都在往股市涌!这阵仗,比2015年更凶,但区别在哪?这次是"慢牛",不是"疯牛"! ...
东吴基金刘元海:逐步关注AI应用投资机会
Zhong Zheng Wang· 2025-08-24 05:13
刘元海判断,2025年有可能是国内汽车智能驾驶爆发的元年。"如果参考当年新能源汽车电动化的行 情,那么未来两到三年,汽车智能驾驶可能是比较好投资机会,并且当前A股市场汽车智能化核心公司 估值处在历史相对较低位。" 他还认为,AI手机、AR眼镜产业爆发有可能在2026年,当前可能是比较好战略布局时点。如果2026年 AI人形机器人进入规模量产,那么AI人形机器人可能会进入业绩驱动的行情,或是一个比较大的机 会。 中证报中证报讯(记者魏昭宇)近日,A股市场行情火热,以AI为代表的科技表现相对亮眼。东吴基金权 益投资总监刘元海认为,参照PC互联网时代以及移动互联网时代科技股行情表现,以人工智能为核心 驱动力的本轮科技股行情持续时间和空间或都值得期待,未来3-5年仍然看好人工智能时代科技股投资 机会。 刘元海对今年下半年乃至2026年A股市场行情比较乐观,认为市场有望震荡上行。由于当前我国宏观经 济处在低利率环境下,价值股有望成为A股市场的"稳定器",而成长方向如AI、创新药等发展空间相对 比较大,进攻性或更强。A股市场或有望形成"价值股搭台,成长股唱戏"的格局,市场不同风格轮动演 绎,有望驱动A股市场震荡上行。 刘 ...
帮主郑重:算力股业绩暴增56%!外资暗中抄底5只滞涨龙头
Sou Hu Cai Jing· 2025-08-23 16:51
老铁们,沪指冲上3800点的狂欢里,半导体涨疯了、寒武纪市值追平中芯国际,但你们知道吗?真正的大资金正在悄悄调仓!做了20年财经,帮主今天必须 揭穿这场"热闹下的暗战"——算力板块净利润同比暴增56.27%,创五年新高,可外资竟在疯狂调研一批"滞涨股"!这背后藏着什么信号?三分钟给你说透! 为什么是它们?三条暗线浮出水面: 外资的逻辑很赤裸:宁可错过,绝不追高! 先看算力股的业绩有多炸裂: 上半年整个AI算力板块净利润增速56.27%,比过去五年任何时期都猛!宏景科技利润直接飙涨725%,新易盛净利润增幅超350%,连转型中的顺网科技都交 出69%的净利润增长——这哪是回暖?简直是井喷!核心逻辑就两点:一是全球AI算力投资暴增(IDC预测中国智能算力规模明年破千亿EFLOPS),二是 国产替代加速(比如DeepSeek-V3.1适配国产芯片UE8M0架构,打破海外垄断)。 但最值得玩味的是外资的动作: 外资机构根本没去追那些涨上天的热门股,反而扎堆调研5只滞涨的算力股!帮主扒了数据发现:这5只票年内涨幅跑输算力指数,却清一色被外资盯上—— 富瀚微被12家外资机构轮番调研(它所有产品都带算力模块),海光信息、中 ...
沪指今日盘中创近10年新高;央行把促物价合理回升作为把握货币政策重要考量|每周金融评论(2025.8.11-2025.8.18)
清华金融评论· 2025-08-18 10:25
Group 1: Market Performance - The Shanghai Composite Index (SHCI) reached a nearly 10-year high on August 18, 2025, breaking the previous high of 3731.69 points set on February 18, 2021, with a closing increase of 0.85% to 3728.03 points and a trading volume exceeding 2.8 trillion yuan [4][5]. - The surge in the SHCI is attributed to three main drivers: significant inflow of new capital, supportive policies and institutional benefits, and strong performance in key sectors such as technology and finance [5][6]. Group 2: Economic Policies - The People's Bank of China (PBOC) emphasized the importance of promoting reasonable price recovery as a key consideration in monetary policy, aiming to prevent deflation risks and stimulate demand through appropriate monetary easing [7][9]. - The implementation of personal consumption loan interest subsidy policies aims to enhance consumer spending and support service sector businesses, reflecting a shift in fiscal and financial policy focus towards improving living standards and promoting consumption [6][7]. Group 3: International Trade and Energy - U.S. President Trump announced no plans to impose tariffs on China for purchasing Russian oil, which alleviates trade tensions and stabilizes the global energy market, allowing China to secure its energy supply [6][9]. - The decision to delay tariffs is expected to reduce market uncertainties and prevent potential disruptions similar to those experienced during the 2024 U.S.-China trade conflict [6][9]. Group 4: Financial Statistics - As of July 2025, China's broad money supply (M2) reached 329.94 trillion yuan, growing by 8.8% year-on-year, while narrow money supply (M1) increased by 5.6% [11]. - The social financing scale stood at 431.26 trillion yuan, with a year-on-year growth of 9%, indicating a robust recovery in the economy and financial market [11].
A股连创新高,鹏华基金张峻晓:A股有望步入一个更具韧性和持续性的“慢牛”阶段
Zhong Guo Jing Ji Wang· 2025-08-18 06:41
Group 1: Market Overview - A-shares experienced a significant rally, with the Shanghai Composite Index reaching a new high of 3740 points, marking a historic milestone as the total market capitalization surpassed 100 trillion yuan for the first time [1] - The market's upward momentum is driven by sectors such as AI hardware and large financial institutions, with nearly 4500 stocks rising [1][2] - The A-share market has shown a steady increase since August, with trading volume exceeding 2 trillion yuan, indicating a recovery in market activity [2][3] Group 2: Macro and Industry Factors - Macro factors include the ongoing "anti-involution" policies, which have improved profit expectations in upstream cyclical manufacturing, alongside various growth-stabilizing measures [2] - The anticipated interest rate cuts by the Federal Reserve have contributed to a favorable liquidity environment, benefiting risk assets like stocks [2][3] - The technology sector remains a clear focus, particularly in AI computing, innovative pharmaceuticals, and robotics, which are supported by domestic policies [2][3] Group 3: Micro Liquidity and Investment Strategies - The micro liquidity environment is improving, with significant inflows from margin trading and ETFs, suggesting a positive outlook for A-shares in the second half of the year [3] - Future investment strategies should focus on three main areas: technology growth (AI, robotics, innovative pharmaceuticals), large financial institutions (brokerages and insurance), and industries with improving supply-demand dynamics (copper, aluminum, steel, chemicals) [4]
段永平二季度持仓115亿美元,重仓苹果72亿,大举加仓英伟达谷歌
Jin Rong Jie· 2025-08-17 11:43
Core Insights - H&H International Investment, managed by Duan Yongping, reported a total portfolio value of $11.5 billion in Q2, with significant adjustments in holdings, particularly in AI-related stocks [1][2] Group 1: Investment Strategy - Duan Yongping showed a strong bullish sentiment towards the artificial intelligence sector, significantly increasing his stake in Nvidia by nearly 320,000 shares, resulting in a 49.56% increase in holdings, raising its portfolio share from 0.58% to 1.32% [2] - Google was another key focus, with over 830,000 shares purchased, leading to a 75.17% increase in holdings and a rise in portfolio share from 1.45% to 2.99%, with a market value of $345 million [2] - The strategy towards Apple shifted, with an increase of 890,000 shares, marking a 2.61% rise in holdings after four consecutive quarters of reduction, likely due to Apple's advancements in AI [2] Group 2: Chinese Concept Stocks - The approach to Chinese concept stocks showed a clear divergence, with Pinduoduo being favored, as holdings increased by over 900,000 shares, an 11.72% rise, solidifying its position as the third-largest holding with a market value of $906 million [3] - Alibaba, in contrast, faced continuous reductions, with 235,900 shares sold, decreasing its market value to $569 million, reflecting a cautious outlook on its future prospects [3] - Berkshire Hathaway remained stable with no trading activity, indicating a commitment to value investment principles, while Western Oil experienced a slight reduction with 270,000 shares sold [3]
高瓴HHLR、高毅、景林等知名私募持仓揭晓
Zheng Quan Shi Bao· 2025-08-15 12:37
Group 1: Investment Trends in Chinese Stocks - Prominent private equity firms such as Hillhouse, Gao Yi, and Jinglin have heavily invested in Chinese concept stocks, indicating confidence in the long-term development of the Chinese economy and the investment value of these stocks [1][2][6] - Hillhouse's HHLR Advisors reported a market value of $3.105 billion in U.S. stocks as of Q2 2025, with over 90% allocated to Chinese concept stocks, highlighting a strong preference for quality Chinese assets [2] - In HHLR's top ten holdings, eight are Chinese concept stocks, with Pinduoduo being the largest, having increased by 18% this year, and Futu Holdings doubling with a 118% increase [2] Group 2: Jinglin Asset Management's Adjustments - Jinglin Asset Management disclosed a U.S. stock holding of $2.873 billion as of Q2 2025, with significant adjustments in its top ten holdings, including both Chinese and foreign internet giants [3][6] - Jinglin has notably increased its position in NVIDIA, purchasing 630,000 shares during Q2, as NVIDIA's stock rebounded significantly after a decline earlier in the year [4][5] Group 3: Gao Yi Asset Management's Strategy - Gao Yi Asset Management reported a significant reduction in its U.S. stock holdings, with a market value of $397 million as of Q2, indicating a strategic shift away from several stocks [7][9] - The largest holding for Gao Yi is Huazhu, valued at $168 million, which constitutes 42.19% of its portfolio, while Pinduoduo is the second largest at $137 million, making up 34.57% [8][9]
博杰股份(002975.SZ):今年第二季度,在AI算力的订单量方面有大幅增加
Ge Long Hui· 2025-08-13 07:49
Core Viewpoint - The company, Bojie Co., Ltd. (002975.SZ), reported a significant increase in AI computing power orders in the second quarter of this year, indicating strong growth potential in the future [1] Company Summary - Bojie Co., Ltd. has experienced a substantial rise in orders related to AI computing power during the second quarter [1] - The company anticipates considerable growth expectations based on the industry's growth rate [1] Industry Summary - The industry is witnessing a notable increase in demand for AI computing power, which is expected to drive future growth [1]