300054 鼎龙股份
已收盘 05-15 15:00:00
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鼎龙股份(300054)股东朱顺全质押295万股,占总股本0.31%
证券之星 · 05-14 18:22
鼎龙股份(300054)股东朱顺全质押295万股,占总股本0.31%
5月14日鼎龙股份跌5.33%,汇添富科技创新混合A基金重仓该股
证券之星 · 05-14 16:38
5月14日鼎龙股份跌5.33%,汇添富科技创新混合A基金重仓该股
5月13日鼎龙股份涨13.10%,汇添富科技创新混合A基金重仓该股
证券之星 · 05-13
5月13日鼎龙股份涨13.10%,汇添富科技创新混合A基金重仓该股
鼎龙股份涨13.10%,中银证券一个月前给出“买入”评级
证券之星 · 05-13
鼎龙股份涨13.10%,中银证券一个月前给出“买入”评级
5月11日鼎龙股份涨5.89%,汇添富科技创新混合A基金重仓该股
证券之星 · 05-11
5月11日鼎龙股份涨5.89%,汇添富科技创新混合A基金重仓该股
鼎龙股份涨5.89%,中银证券一个月前给出“买入”评级
证券之星 · 05-11
鼎龙股份涨5.89%,中银证券一个月前给出“买入”评级
5月7日鼎龙股份涨6.37%,汇添富科技创新混合A基金重仓该股
证券之星 · 05-07
5月7日鼎龙股份涨6.37%,汇添富科技创新混合A基金重仓该股
鼎龙股份最新公告:三类抛光液产品取得重大进展并获得订单
证券之星 · 05-06
鼎龙股份最新公告:三类抛光液产品取得重大进展并获得订单
每周股票复盘:鼎龙股份(300054)Q1净利增77.99%
证券之星 · 05-03
每周股票复盘:鼎龙股份(300054)Q1净利增77.99%
鼎龙股份:截至目前公司暂未涉及直接应用于光模块制造环节的相关产品
证券之星 · 04-30
鼎龙股份:截至目前公司暂未涉及直接应用于光模块制造环节的相关产品
鼎龙股份(300054)披露不提前赎回鼎龙转债公告,4月29日股价下跌0.39%
证券之星 · 04-29
鼎龙股份(300054)披露不提前赎回鼎龙转债公告,4月29日股价下跌0.39%
鼎龙股份(300054)披露2024年股票期权激励计划第二个行权期可行权公告,4月28日股价上涨5.13%
证券之星 · 04-28
鼎龙股份(300054)披露2024年股票期权激励计划第二个行权期可行权公告,4月28日股价上涨5.13%
图解鼎龙股份一季报:第一季度单季净利润同比增长77.99%
证券之星 · 04-28
图解鼎龙股份一季报:第一季度单季净利润同比增长77.99%
鼎龙股份(300054)披露2025年度股东会决议公告,4月27日股价下跌1.21%
证券之星 · 04-27
鼎龙股份(300054)披露2025年度股东会决议公告,4月27日股价下跌1.21%
4月23日鼎龙股份现1笔溢价17.03%的大宗交易 合计成交261.92万元
证券之星 · 04-23
4月23日鼎龙股份现1笔溢价17.03%的大宗交易 合计成交261.92万元
太平洋:给予鼎龙股份买入评级
证券之星 · 04-22
太平洋:给予鼎龙股份买入评级
鼎龙股份(300054)披露鼎龙转债预计满足赎回条件的提示性公告,4月21日股价下跌0.42%
证券之星 · 04-21
鼎龙股份(300054)披露鼎龙转债预计满足赎回条件的提示性公告,4月21日股价下跌0.42%
鼎龙股份:不存在利用商誉减值调节利润的情形
证券之星 · 04-16
鼎龙股份:不存在利用商誉减值调节利润的情形
鼎龙股份:公司潜江一期年产30吨 KrF/ArF 高端晶圆光刻胶产线稳定运行
证券之星 · 04-16
鼎龙股份:公司潜江一期年产30吨 KrF/ArF 高端晶圆光刻胶产线稳定运行
鼎龙股份:公司今年3月建成了国内首条“有机合成-高分子合成-精制纯化-光刻胶混配”全流程的高端晶圆光刻胶量产线
证券之星 · 04-16
鼎龙股份:公司今年3月建成了国内首条“有机合成-高分子合成-精制纯化-光刻胶混配”全流程的高端晶圆光刻胶量产线
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公司概况
公司名称:
湖北鼎龙控股股份有限公司
所属行业:
化学原料和化学制品制造业
上市日期:
2010-02-11
主营业务:
湖北鼎龙控股股份有限公司的主营业务是半导体制造用CMP工艺材料和晶圆光刻胶、半导体显示材料、半导体先进封装材料三个细分板块。公司的主要产品是CMP抛光垫、CMP抛光液、CMP清洗液、YPI、PSPI、TFE-INK、临时键合胶、半导体封装PI、芯片。公司目前是国内唯一一家全面掌握CMP抛光垫全流程核心研发技术和生产工艺的CMP抛光垫供应商,确立CMP抛光垫国产供应龙头地位,产品深度渗透国内主流晶圆厂客户,成为部分客户的第一供应商,被多家晶圆厂核心客户评为优秀供应商。
发行价格:
30.55
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16:38","pubTimestamp":1778747890,"startTime":"0","endTime":"0","summary":"证券之星消息,5月14日鼎龙股份跌5.33%,收盘报69.48元,换手率5.77%,成交量42.61万手,成交额30.44亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共86家,其中持有数量最多的公募基金为汇添富基金的汇添富科技创新混合A。汇添富科技创新混合A目前规模为71.5亿元,最新净值5.1213,较上一交易日上涨3.82%,近一年上涨134.66%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400028774.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","300054","BK0070","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635204874","title":"5月13日鼎龙股份涨13.10%,汇添富科技创新混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635204874","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635204874?lang=zh_cn&edition=full","pubTime":"2026-05-13 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16:36","pubTimestamp":1778661386,"startTime":"0","endTime":"0","summary":"今日鼎龙股份涨13.10%,收盘报73.39元。2026年4月4日,中银证券研究员余嫄嫄,范琦岩发布了对鼎龙股份的研报《业绩持续向好,聚焦半导体材料核心主业发展》,该研报对鼎龙股份给出“买入”评级。看好公司半导体业务有序推进,维持买入评级。此外,上海证券研究员方晨,开源证券研究员陈蓉芳,祁海超近期也对该股发布了研报,同样给出“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中邮证券的吴文吉、翟一梦。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300029682.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601696","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634409975","title":"5月11日鼎龙股份涨5.89%,汇添富科技创新混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634409975","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634409975?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:36","pubTimestamp":1778488602,"startTime":"0","endTime":"0","summary":"证券之星消息,5月11日鼎龙股份涨5.89%,收盘报67.97元,换手率7.24%,成交量53.43万手,成交额35.02亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共86家,其中持有数量最多的公募基金为汇添富基金的汇添富科技创新混合A。汇添富科技创新混合A目前规模为71.5亿元,最新净值4.7479,较上一交易日下跌0.31%,近一年上涨116.57%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"524716c34022cdd6df2e2043caf700f4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100022152.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0070","300054","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634497409","title":"鼎龙股份涨5.89%,中银证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634497409","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634497409?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:36","pubTimestamp":1778488594,"startTime":"0","endTime":"0","summary":"今日鼎龙股份涨5.89%,收盘报67.97元。2026年4月4日,中银证券研究员余嫄嫄,范琦岩发布了对鼎龙股份的研报《业绩持续向好,聚焦半导体材料核心主业发展》,该研报对鼎龙股份给出“买入”评级。看好公司半导体业务有序推进,维持买入评级。此外,上海证券研究员方晨,开源证券研究员陈蓉芳,祁海超近期也对该股发布了研报,同样给出“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中邮证券的吴文吉、翟一梦。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100022148.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300054","601696"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633116622","title":"5月7日鼎龙股份涨6.37%,汇添富科技创新混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2633116622","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633116622?lang=zh_cn&edition=full","pubTime":"2026-05-07 16:37","pubTimestamp":1778143073,"startTime":"0","endTime":"0","summary":"证券之星消息,5月7日鼎龙股份涨6.37%创60日新高,收盘报68.8元,换手率6.57%,成交量48.53万手,成交额33.05亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共86家,其中持有数量最多的公募基金为汇添富基金的汇添富科技创新混合A。汇添富科技创新混合A目前规模为71.5亿元,最新净值4.6343,较上一交易日上涨1.99%,近一年上涨111.54%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050700026847.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0070","BK0229","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633182538","title":"鼎龙股份最新公告:三类抛光液产品取得重大进展并获得订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2633182538","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633182538?lang=zh_cn&edition=full","pubTime":"2026-05-06 19:00","pubTimestamp":1778065234,"startTime":"0","endTime":"0","summary":"鼎龙股份(300054.SZ)公告称,公司控股子公司—武汉鼎泽新材料技术有限公司,近期在半导体CMP抛光液领域接连取得三项重大进展,分别在大硅片精抛液、氧化铈抛光液、先进封装用TSV抛光液领域实现产品突破并获得客户订单。大硅片精抛液、氧化铈抛光液、先进封装用TSV抛光液领域在国内的市场规模合计超10亿元,目前国产化率极低。公司本次实现多类抛光液产品突破,进一步补齐国内高端CMP抛光液供给短板,更好响应国内多类核心客户端抛光液本土化供应需求。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600032818.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","300054","BK0070","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632670799","title":"每周股票复盘:鼎龙股份(300054)Q1净利增77.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632670799","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632670799?lang=zh_cn&edition=full","pubTime":"2026-05-03 07:30","pubTimestamp":1777764632,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘,鼎龙股份报收于62.36元,较上周的57.0元上涨9.4%。本周,鼎龙股份4月30日盘中最高价报63.18元,股价触及近一年最高点。本周关注点来自业绩披露要点:鼎龙股份2026年一季报显示归母净利润2.51亿元,同比上升77.99%。股本股东变化股东户数变动截至2026年4月10日,鼎龙股份股东户数为6.2万户,较3月31日增加1608户,增幅2.66%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050300001814.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300054","BK0138","BK0229","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631500638","title":"鼎龙股份:截至目前公司暂未涉及直接应用于光模块制造环节的相关产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2631500638","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631500638?lang=zh_cn&edition=full","pubTime":"2026-04-30 15:09","pubTimestamp":1777532955,"startTime":"0","endTime":"0","summary":"证券之星消息,鼎龙股份04月30日在投资者关系平台上答复投资者关心的问题。截至目前,公司暂未涉及直接应用于光模块制造环节的相关产品。后续公司将基于行业发展机遇与自身技术储备,积极关注并前瞻布局算力、新能源等领域的高端材料,不断拓宽产品应用场景与产业布局边界,进一步提升公司长期成长空间与综合竞争实力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000046129.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0229","300054","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631432591","title":"鼎龙股份(300054)披露不提前赎回鼎龙转债公告,4月29日股价下跌0.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631432591","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631432591?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:12","pubTimestamp":1777457524,"startTime":"0","endTime":"0","summary":"截至2026年4月29日收盘,鼎龙股份报收于58.97元,较前一交易日下跌0.39%,最新总市值为559.08亿元。公司于近日披露《关于不提前赎回鼎龙转债的公告》。公告显示,自2026年4月8日至4月28日,公司股票价格连续三十个交易日中有十五个交易日不低于“鼎龙转债”转股价格28.48元/股的130%,已触发有条件赎回条款。保荐机构对本次不赎回无异议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900057647.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0229","BK0070","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630775203","title":"鼎龙股份(300054)披露2024年股票期权激励计划第二个行权期可行权公告,4月28日股价上涨5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630775203","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630775203?lang=zh_cn&edition=full","pubTime":"2026-04-28 18:06","pubTimestamp":1777370794,"startTime":"0","endTime":"0","summary":"截至2026年4月28日收盘,鼎龙股份报收于59.2元,较前一交易日上涨5.13%,最新总市值为561.26亿元。鼎龙股份于近日披露《关于公司2024年股票期权激励计划第二个行权期可行权的公告》。公告显示,公司于2026年4月27日召开第六届董事会第十二次会议,审议通过《关于公司2024年股票期权激励计划第二个行权期可行权的议案》。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042800053863.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0070","BK0138","300054","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630651310","title":"图解鼎龙股份一季报:第一季度单季净利润同比增长77.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630651310","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630651310?lang=zh_cn&edition=full","pubTime":"2026-04-28 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合计成交261.92万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2629388116","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629388116?lang=zh_cn&edition=full","pubTime":"2026-04-23 17:21","pubTimestamp":1776936072,"startTime":"0","endTime":"0","summary":"证券之星消息,4月23日鼎龙股份发生大宗交易,交易数据如下:大宗交易成交价格65.48元,相对当日收盘价溢价17.03%,成交4万股,成交金额261.92万元,买方营业部为国都证券股份有限公司北京中关村南大街证券营业部,卖方营业部为渤海证券股份有限公司天津水上公园东路证券营业部。近三个月该股共发生1笔大宗交易,合计成交400.0手,溢价成交1笔。截至2026年4月23日收盘,鼎龙股份报收于55.95元,上涨2.53%,换手率6.61%,成交量48.82万手,成交额26.98亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042300047331.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0070","300054","BK0229","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629628030","title":"太平洋:给予鼎龙股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629628030","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629628030?lang=zh_cn&edition=full","pubTime":"2026-04-22 08:37","pubTimestamp":1776818277,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司王亮,王海涛近期对鼎龙股份进行研究并发布了研究报告《CMP材料国产替代快速推进,光刻胶、封装材料取得突破》,给予鼎龙股份买入评级。CMP抛光液及清洗液业务实现收入2.94亿元,同比增长36.84%。 投资建议:预计公司2026/2027/2028年EPS分别为1.08/1.37/1.74元,给予“买入”评级。最新盈利预测明细如下:该股最近90天内共有15家机构给出评级,买入评级12家,增持评级3家;过去90天内机构目标均价为56.53。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200015976.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601099","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629030301","title":"鼎龙股份(300054)披露鼎龙转债预计满足赎回条件的提示性公告,4月21日股价下跌0.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629030301","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629030301?lang=zh_cn&edition=full","pubTime":"2026-04-21 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