关于我们 联系方式 网站声明 用户反馈 网站地图 ID: 100104 帮助 CUILIT 首页 Faris 旗 FM 156 H T 狙击龙虎榜】情绪与指数有所背离市场或未走出调整 深 t 受益于Al等新兴产业长期需求访动的品种 黄河旋风：2月23日Akash Systems 宣布, 已向印度主权云服务商 NxGen Al Pvt Ltd 交付全球首批搭载 Diamond Cooling® 技术的英伟达GPU服务器。这是全球首次将"金刚石导热技术"正式部署于商用AI服务器体系。早在2024年12月，Akash Syste ms就已与印度云服务商NxtGen签署了一份价值2700万美元的合同，计划部署金刚石冷却服务器，所以这次交付并非一次性的 产品测试,而是有长期合同支撑的商业化落地,具备重要意义。黄河旋风已成功研制出国内可量产的最大8英寸金刚石热沉 片,计划于2026年2月投入量产。其多晶热沉片已通过华为验证,并进入"6-8英寸晶圆级"量产阶段。未来最大的预期是与中 国"超赢钻石科技"一起切入英伟达散热供应链。 网宿科技：Token的成本结构中，电力和算力占比超过70%。当一个美国开发者调用中国大模型时，数 ...

2月24日，杰普特涨5.01%，截至发稿，报216.33元/股，成交7.67亿元，换手率3.82%，总市值205.62亿 元。 资料显示，深圳市杰普特光电股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区观盛五路8-1号 科姆龙科技园A栋1201，成立日期2006年4月18日，上市日期2019年10月31日，公司主营业务涉及研 发、生产和销售激光器以及主要用于集成电路和半导体光电相关器件精密检测及微加工的智能装备。主 营业务收入构成为：激光器53.32%，激光/光学智能装备38.19%，其他主营业务6.61%，光纤器件 1.81%，其他(补充)0.07%。 从基金十大重仓股角度 博道大盘成长股票A（022003）成立日期2024年11月26日，最新规模1.24亿。今年以来收益9.89%，同 类排名1091/5580；近一年收益64.03%，同类排名326/4297；成立以来收益68.62%。 博道大盘成长股票A（022003）基金经理为杨梦、刘玮明。 截至发稿，杨梦累计任职时间7年201天，现任基金资产总规模199.22亿元，任职期间最佳基金回报 210.75%， 任职期间最差基金回报-27.34%。 责任编 ...

Group 1 - The top-performing companies on the Sci-Tech Innovation Board from February 1 to February 18 include HeXin Instruments with a 49.59% increase, followed by OuLai New Materials and JuGuang Technology, both exceeding 40% [1][2] - Eight out of the top ten companies achieved historical highs in stock prices during this period, including OuLai New Materials, JuGuang Technology, WeiDao Nano, and others [2] Group 2 - The stock price increases are attributed to favorable fundamentals, upstream price increases, and new business developments [3] - OuLai New Materials has initiated a project for high-purity semiconductor materials with an investment of approximately 1.08 billion yuan, expected to be completed by Q4 2026, which will enhance its supply chain security and profitability [3][4] - The global prices for key semiconductor materials are expected to rise by 20%-30% in Q1 2026, impacting various materials including aluminum and copper [4] Group 3 - The demand for AI infrastructure is driving growth in the semiconductor sector, with WeiDao Nano reporting a 97% year-on-year increase in new semiconductor orders [5] - NanYa New Materials is recognized as the first domestic high-end CCL manufacturer to pass Huawei certification, with significant growth in both supply and demand for its products [5] Group 4 - JuGuang Technology anticipates a reduction in losses for 2025, with a projected revenue growth of approximately 40% and an increase in high-margin products [6] - JiePuTe has launched new products and reported a 41.02% year-on-year revenue increase for the first three quarters of 2025, with a significant rise in net profit [6] Group 5 - SiKan Technology, a leading domestic 3D scanner company, has announced a collaboration with TuoZhu Technology to develop consumer-grade 3D scanners, capitalizing on the growing 3D printing market [7]

证券代码：688025 证券简称：杰普特 公告编号：2026-006 董事及高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法 律责任。 重要内容提示： 董事及高级管理人员持有股份的基本情况 本次减持计划实施前，深圳市杰普特光电股份有限公司（以下简称"公司"） 董事、总经理、核心技术人员 CHENG XUEPING（成学平）先生持有公司股份 8,000 股，占公司总股本的比例为 0.008%；公司董事、副总经理、核心技术人员 刘明先生持有公司股份 16,000 股，占公司总股本的比例为 0.017%；公司董事会 秘书、副总经理吴检柯先生持有公司股份 2,000 股，占公司总股本的比例为 0.002%；公司研发总监、核心技术人员刘猛先生持有公司股份 11,000 股，占公 司总股本的比例为 0.012%；公司财务总监杨浪先先生持有公司股份 6,000 股，占 公司总股本的比例为 0.006%；上述股份来源为股权激励取得，均为无限售条件 流通股。 深圳市杰普特光电股份有限公司 减持计划的实施结果情况 ...

格隆汇2月13日丨杰普特(688025.SH)公布，公司于近日收到股东发来的《关于股份减持计划结果的告知 函》，截至2026年2月13日，CHENG XUEPING（成学平）先生未减持公司股份；刘明先生通过集中竞 价交易方式减持公司股份4,000股，占公司总股本的比例为0.004%；吴检柯先生通过集中竞价交易方式 减持公司股份500股，占公司总股本的比例为0.001%；刘猛先生通过集中竞价交易方式减持公司股份 2,750股，占公司总股本的比例为0.003%；杨浪先先生通过集中竞价交易方式减持公司股份1,500股，占 公司总股本的比例为0.002%；本次减持计划时间区间已届满。 ...

南财智讯2月13日电，杰普特公告，公司董事、总经理成学平未实施减持；董事、副总经理刘明通过集 中竞价交易减持4000股，占总股本0.004%；董事会秘书、副总经理吴检柯减持500股，占总股本 0.001%；研发总监刘猛减持2750股，占总股本0.003%；财务总监杨浪先减持1500股，占总股本 0.002%。上述四位股东合计减持股份占公司总股本比例为0.01%（四舍五入保留两位小数）。 ...

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]

Investment Rating - The report maintains a "Market Weight" rating for the mechanical equipment industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [45]. Core Insights - The demand for humanoid robots is expected to accelerate in 2026 due to advancements in embodied intelligence, supported by policy backing and rapid technological iterations. The industry is transitioning from concept to mass production, presenting opportunities for investment in the robot sector [3][41]. - The engineering machinery sector shows signs of recovery, with significant growth in excavator sales in January 2026. Factors such as the accelerated issuance of special bonds and global interest rate cuts are expected to boost demand for engineering machinery [3][41]. - The mechanical equipment sector has outperformed the CSI 300 index, with a bi-weekly increase of 4.29%, ranking 4th among 31 sectors [4][12]. Summary by Sections Market Review - As of February 12, 2026, the mechanical equipment industry has seen a bi-weekly increase of 4.29%, outperforming the CSI 300 index by 5.01 percentage points [12]. - The engineering machinery sector recorded the highest bi-weekly increase of 7.80% among the five sub-sectors [15][17]. Valuation Situation - The current PE ratio for the mechanical equipment sector is 36.68, with sub-sectors showing varying valuations: general equipment at 53.27, specialized equipment at 37.85, and engineering machinery at 25.73 [21]. Data Updates - The report highlights significant growth in excavator sales, with domestic sales showing a year-on-year increase of 23.90% in January 2026 [40]. Industry News - The report includes updates on various companies, such as OptoTech planning to raise funds for expanding its industrial automation capabilities [39]. Weekly Insights - The report suggests focusing on companies like Huichuan Technology and Greentec Harmonic for potential investment opportunities in the robot sector, and Sany Heavy Industry and Hengli Hydraulic in the engineering machinery sector [41][43].

Group 1 - The A-share CPO concept continues to weaken, with significant declines observed in various companies [1] - Changxin Bochuang experienced a drop of over 10% [1] - TeFa Information hit the daily limit down [1] Group 2 - Guangku Technology, Jieput, Tengjing Technology, Taicheng Light, and Tianfu Communication all fell by over 5% [1]

Group 1 - The A-share market saw a widespread decline in CPO concept stocks, with notable drops in several companies [1] - Hengtong Optic-Electric fell by 7%, while Changxin Bochuang and Jieput fell over 6% [1] - Dekeli and Changfei Optical Fiber experienced declines of over 5%, and Tiantong Co., Hengdong Light, and Taicheng Light dropped over 4% [1] Group 2 - Guangku Technology, Tianfu Communication, Shijia Photon, Robot Technology, Yongding Co., and Zhongtian Technology all saw declines exceeding 3% [1]