688037 芯源微
交易中 12-16 10:04:26
资讯
新帖
简况
芯源微（688037）披露变更公司注册资本及修订公司章程公告，11月27日股价下跌3.2%
证券之星 · 11-27
芯源微（688037）披露变更公司注册资本及修订公司章程公告，11月27日股价下跌3.2%
每周股票复盘：芯源微（688037）高管减持2.7万股
证券之星 · 11-09
每周股票复盘：芯源微（688037）高管减持2.7万股
芯源微（688037）披露高级管理人员减持股份计划完成公告，11月07日股价上涨0.02%
证券之星 · 11-07
芯源微（688037）披露高级管理人员减持股份计划完成公告，11月07日股价上涨0.02%
芯源微：11月6日高管汪明波减持股份合计2.7万股
证券之星 · 11-07
芯源微：11月6日高管汪明波减持股份合计2.7万股
【机构调研记录】易米基金调研芯源微
证券之星 · 11-04
【机构调研记录】易米基金调研芯源微
股市必读：芯源微（688037）11月3日披露最新机构调研信息
证券之星 · 11-04
股市必读：芯源微（688037）11月3日披露最新机构调研信息
芯源微：10月30日投资者关系活动记录，中泰证券股份有限公司、中邮保险资产管理有限公司等多家机构参与
证券之星 · 11-03
芯源微：10月30日投资者关系活动记录，中泰证券股份有限公司、中邮保险资产管理有限公司等多家机构参与
芯源微（688037）2025年三季报简析：净利润同比下降109.34%，存货明显上升
证券之星 · 11-01
芯源微（688037）2025年三季报简析：净利润同比下降109.34%，存货明显上升
芯源微(688037)9月30日股东户数1.6万户，较上期增加15.37%
证券之星 · 10-31
芯源微(688037)9月30日股东户数1.6万户，较上期增加15.37%
图解芯源微三季报：第三季度单季净利润同比下降182.46%
证券之星 · 10-30
图解芯源微三季报：第三季度单季净利润同比下降182.46%
北方华创：芯源微主要产品包括12英寸前道及后道涂胶显影设备
证券之星 · 10-13
北方华创：芯源微主要产品包括12英寸前道及后道涂胶显影设备
每周股票复盘：芯源微（688037）前道化学清洗机获批量订单
证券之星 · 09-28
每周股票复盘：芯源微（688037）前道化学清洗机获批量订单
【机构调研记录】工银瑞信基金调研三峡旅游、芯源微
证券之星 · 09-23
【机构调研记录】工银瑞信基金调研三峡旅游、芯源微
股市必读：芯源微（688037）9月22日披露最新机构调研信息
证券之星 · 09-23
股市必读：芯源微（688037）9月22日披露最新机构调研信息
芯源微：9月15日接受机构调研，工银瑞信基金管理有限公司、中汇人寿保险股份有限公司等多家机构参与
证券之星 · 09-22
芯源微：9月15日接受机构调研，工银瑞信基金管理有限公司、中汇人寿保险股份有限公司等多家机构参与
芯源微收盘上涨2.52%，滚动市盈率177.43倍，总市值253.01亿元
市场资讯 · 09-03
芯源微收盘上涨2.52%，滚动市盈率177.43倍，总市值253.01亿元
研报掘金丨国海证券：维持北方华创“买入”评级，存货显着环增彰显业绩增长潜力
格隆汇 · 09-01
研报掘金丨国海证券：维持北方华创“买入”评级，存货显着环增彰显业绩增长潜力
【机构调研记录】中航基金调研芯源微、泽璟制药等3只个股（附名单）
证券之星 · 09-01
【机构调研记录】中航基金调研芯源微、泽璟制药等3只个股（附名单）
每周股票复盘：芯源微（688037）股东户数减少22.36%，中报净利降79.09%
证券之星 · 08-31
每周股票复盘：芯源微（688037）股东户数减少22.36%，中报净利降79.09%
东吴证券：给予芯源微增持评级
证券之星 · 08-30
东吴证券：给予芯源微增持评级
加载更多
公司概况
公司名称：
沈阳芯源微电子设备股份有限公司
所属行业：
专用设备制造业
上市日期：
2019-12-16
主营业务：
沈阳芯源微电子设备股份有限公司的主营业务是半导体专用设备的研发、生产和销售。公司的主要产品是光刻工序涂胶显影设备、单片式湿法设备。截至2025年6月30日，公司共获得专利授权364项，其中发明专利212项（其中中国大陆地区发明专利187项，中国台湾地区发明专利21项，美国发明专利4项），实用新型专利113项，外观设计专利39项；拥有软件著作权113项。
发行价格：
26.97
{"stockData":{"symbol":"688037","market":"SH","secType":"STK","nameCN":"芯源微","latestPrice":126.71,"timestamp":1765850666000,"preClose":125.25,"halted":0,"volume":1273161,"delay":0,"changeRate":0.0117,"floatShares":202000000,"shares":202000000,"eps":0.4222,"marketStatus":"交易中","change":1.46,"latestTime":"12-16 10:04:26","open":124.97,"high":128.68,"low":124,"amount":161000000,"amplitude":0.0374,"askPrice":126.79,"askSize":1,"bidPrice":126.71,"bidSize":1,"shortable":0,"etf":0,"ttmEps":0.4222,"tradingStatus":2,"nextMarketStatus":{"tag":"午间休市","tradingStatus":4,"beginTime":1765855800000},"marketStatusCode":2,"adr":0,"adjPreClose":125.25,"symbolType":"stock_kcb","openAndCloseTimeList":[[1765848600000,1765855800000],[1765861200000,1765868400000]],"highLimit":137.78,"lowLimit":112.73,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":201627296,"isCdr":false,"pbRate":9.33,"roa":"--","peRate":300.118427,"roe":"--","epsLYR":1.01,"committee":0.421053,"marketValue":25548000000,"turnoverRate":0.0063,"status":0,"floatMarketCap":25548000000},"requestUrl":"/m/hq/s/688037","defaultTab":"news","newsList":[{"id":"2586223218","title":"芯源微（688037）披露变更公司注册资本及修订公司章程公告，11月27日股价下跌3.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586223218","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586223218?lang=zh_cn&edition=full","pubTime":"2025-11-27 22:05","pubTimestamp":1764252328,"startTime":"0","endTime":"0","summary":"截至2025年11月27日收盘，芯源微报收于119.93元，较前一交易日下跌3.2%，最新总市值为241.81亿元。该股当日开盘123.89元，最高126.5元，最低119.4元，成交额达4.99亿元，换手率为2.02%。近日，芯源微发布关于变更公司注册资本、修订《公司章程》并办理工商变更登记的公告。公告显示，沈阳芯源微电子设备股份有限公司因2023年限制性股票激励计划预留授予和首次授予部分归属，合计新增股份48.865万股，公司股份总数由201,138,646股变更为201,627,296股，注册资本相应变更。","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/RB2025112700038081.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":["BK0251","688037"],"gpt_icon":0},{"id":"2582637869","title":"每周股票复盘：芯源微（688037）高管减持2.7万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2582637869","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582637869?lang=zh_cn&edition=full","pubTime":"2025-11-09 02:40","pubTimestamp":1762627226,"startTime":"0","endTime":"0","summary":"截至2025年11月7日收盘，芯源微报收于131.33元，较上周的119.99元上涨9.45%。本周，芯源微11月7日盘中最高价报135.77元。来自公司公告汇总：汪明波减持后持股比例降至0.0401%，减持计划已完成。股本股东变化2025年11月6日，公司副总裁汪明波减持股份2.7万股，占公司总股本0.0134%。减持期间股价上涨5.56%，当日收盘价为131.3元。公司公告汇总副总裁汪明波于2025年11月6日通过集中竞价减持公司股份26,976股，占总股本0.0134%，减持价格区间为128.02至131.90元/股，总金额3,502,374.67元。","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/RB2025110900000547.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","688037"],"gpt_icon":0},{"id":"2581895148","title":"芯源微（688037）披露高级管理人员减持股份计划完成公告，11月07日股价上涨0.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581895148","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581895148?lang=zh_cn&edition=full","pubTime":"2025-11-07 22:20","pubTimestamp":1762525241,"startTime":"0","endTime":"0","summary":"截至2025年11月7日收盘，芯源微报收于131.33元，较前一交易日上涨0.02%，最新总市值为264.8亿元。公司近日发布公告称，沈阳芯源微电子设备股份有限公司高级管理人员汪明波女士因个人资金需求，于2025年11月6日通过集中竞价方式减持公司股份26,976股，占公司总股本0.0134%，减持价格区间为128.02至131.90元/股，减持总金额3,502,374.67元。本次减持计划已实施完毕，减持后汪明波女士持股数量为80,930股，持股比例降至0.0401%。减持前后持股情况及减持过程符合此前披露的减持计划。","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/RB2025110700039166.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","688037"],"gpt_icon":0},{"id":"2581800903","title":"芯源微：11月6日高管汪明波减持股份合计2.7万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2581800903","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581800903?lang=zh_cn&edition=full","pubTime":"2025-11-07 19:01","pubTimestamp":1762513288,"startTime":"0","endTime":"0","summary":"证券之星消息，根据11月7日市场公开信息、上市公司公告及交易所披露数据整理，芯源微最新董监高及相关人员股份变动情况：2025年11月6日公司副总裁汪明波共减持公司股份2.7万股，占公司总股本为0.0134%。变动期间公司股价上涨5.56%，11月6日当日收盘报131.3元。","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/RB2025110700032145.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688037","BK0251"],"gpt_icon":0},{"id":"2580522083","title":"【机构调研记录】易米基金调研芯源微","url":"https://stock-news.laohu8.com/highlight/detail?id=2580522083","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580522083?lang=zh_cn&edition=full","pubTime":"2025-11-04 08:06","pubTimestamp":1762214790,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及11月3日披露的机构调研信息，易米基金近期对1家上市公司进行了调研，相关名单如下：1）芯源微 调研纪要：公司前三季度整体签单同比增长，约60%为前道设备，化学清洗机签单达去年全年数倍。旗下最近一年表现最佳的公募基金产品为易米低碳经济股票发起A，最新单位净值为1.15，近一年增长57.65%。","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/RB2025110400005763.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":["BK0251","688037"],"gpt_icon":0},{"id":"2580424116","title":"股市必读：芯源微（688037）11月3日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2580424116","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580424116?lang=zh_cn&edition=full","pubTime":"2025-11-04 02:48","pubTimestamp":1762195693,"startTime":"0","endTime":"0","summary":"截至2025年11月3日收盘，芯源微报收于120.07元，上涨0.07%，换手率2.49%，成交量5.02万手，成交额5.9亿元。来自机构调研要点：芯源微前三季度签单中约60%来自前道，化学清洗机签单达去年全年数倍，高难度机台占比70%，实现“高带低”战略初步落地。目前高温硫酸机台已获客户认可，并取得批量重复订单，多家头部客户正在导入。但随着芯源微等企业逐步攻克高端机台，预计未来三年前道化学清洗机国产化率将持续提升。","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/RB2025110400001478.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":["688037","BK0251"],"gpt_icon":0},{"id":"2580029598","title":"芯源微：10月30日投资者关系活动记录，中泰证券股份有限公司、中邮保险资产管理有限公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2580029598","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580029598?lang=zh_cn&edition=full","pubTime":"2025-11-03 18:02","pubTimestamp":1762164165,"startTime":"0","endTime":"0","summary":"公司前三季度整体签单同比保持了增长，其中化学清洗机增长亮眼，前三季度的签单是去年全年的数倍，增幅非常明显，这也是奠定明年公司化学清洗机收入的重要基础。芯源微也将与控股股东北方华创一起，充分利用体系优势、打包优势等，争取更多的市场份额。芯源微主营业务：半导体专用设备的研发、生产和销售。该股最近90天内共有10家机构给出评级，买入评级7家，增持评级3家；过去90天内机构目标均价为149.49。","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/RB2025110300025384.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":["688037","BK0251","BK1258","600918","BK0276","BK1583","BK1229","BK1542","09983"],"gpt_icon":0},{"id":"2580417347","title":"芯源微（688037）2025年三季报简析：净利润同比下降109.34%，存货明显上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2580417347","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580417347?lang=zh_cn&edition=full","pubTime":"2025-11-01 06:46","pubTimestamp":1761950773,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期芯源微发布2025年三季报。截至本报告期末，公司营业总收入9.9亿元，同比下降10.35%，归母净利润-1004.92万元，同比下降109.34%。按单季度数据看，第三季度营业总收入2.81亿元，同比下降31.59%，第三季度归母净利润-2597.34万元，同比下降182.46%。本报告期芯源微存货明显上升，存货同比增幅达34.66%。去年的净利率为11.49%，算上全部成本后，公司产品或服务的附加值一般。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110100007737.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":["688037"],"gpt_icon":0},{"id":"2579515854","title":"芯源微(688037)9月30日股东户数1.6万户，较上期增加15.37%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579515854","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579515854?lang=zh_cn&edition=full","pubTime":"2025-10-31 17:32","pubTimestamp":1761903167,"startTime":"0","endTime":"0","summary":"户均持股数量由上期的1.45万股减少至1.26万股，户均持股市值为188.24万元。在半导体行业个股中，芯源微股东户数低于行业平均水平，截至9月30日，半导体行业平均股东户数为4.9万户。从股价来看，2025年6月30日至2025年9月30日，芯源微区间涨幅为39.13%，在此期间股东户数增加2126.0户，增幅为15.37%。根据统计，芯源微2025年6月30日至2025年9月30日，主力资金净流出5.56亿元，游资资金净流入2124.2万元，散户资金净流入5.35亿元。","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/RB2025103100036757.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688037","BK0251"],"gpt_icon":0},{"id":"2579142385","title":"图解芯源微三季报：第三季度单季净利润同比下降182.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579142385","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579142385?lang=zh_cn&edition=full","pubTime":"2025-10-30 20:59","pubTimestamp":1761829170,"startTime":"0","endTime":"0","summary":"证券之星消息，芯源微2025年三季报显示，前三季度公司主营收入9.9亿元，同比下降10.35%；归母净利润-1004.92万元，同比下降109.34%；扣非净利润-9368.06万元，同比下降333.93%；其中2025年第三季度，公司单季度主营收入2.81亿元，同比下降31.59%；单季度归母净利润-2597.34万元，同比下降182.46%；单季度扣非净利润-4415.05万元，同比下降1134.04%；负债率54.77%，投资收益364.05万元，财务费用2474.67万元，毛利率34.52%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025103000041869.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688037"],"gpt_icon":0},{"id":"2575147248","title":"北方华创：芯源微主要产品包括12英寸前道及后道涂胶显影设备","url":"https://stock-news.laohu8.com/highlight/detail?id=2575147248","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2575147248?lang=zh_cn&edition=full","pubTime":"2025-10-13 18:18","pubTimestamp":1760350701,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)10月13日在投资者关系平台上答复投资者关心的问题。投资者提问：公司子公司芯源微在光刻机（胶）产品有哪些？例如涂胶显影设备、单片式湿法设备等。北方华创回复：您好，芯源微的主要产品包括12英寸前道及后道涂胶显影设备、6-8英寸化合物半导体涂胶显影设备、12英寸物理清洗设备、热硫酸清洗设备、超临界清洗设备，以及临时键合解键合设备等。感谢关注！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":"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/RB2025101300021283.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":["BK0251","LU1064130708.USD","LU1146622755.USD","LU1997244956.HKD","LU1997245094.SGD","SGXZ49509284.SGD","SG9999003461.SGD","SG9999001093.SGD","LU2506952253.HKD","SGXZ81163826.USD","688037","LU2328871848.SGD","LU1039395188.USD","LU1820825898.SGD","LU1328615791.USD","BK0125","LU0823437842.USD","BK0188","BK0028","LU2148510915.USD","LU1969619763.USD","LU1997245177.USD","002371","LU2495084118.USD","LU1064131003.USD"],"gpt_icon":0},{"id":"2570873894","title":"每周股票复盘：芯源微（688037）前道化学清洗机获批量订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2570873894","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2570873894?lang=zh_cn&edition=full","pubTime":"2025-09-28 03:37","pubTimestamp":1759001830,"startTime":"0","endTime":"0","summary":"截至2025年9月26日收盘，芯源微报收于138.19元，较上周的127.79元上涨8.14%。本周，芯源微9月24日盘中最高价报153.48元，股价触及近一年最高点。芯源微当前最新总市值278.63亿元，在半导体板块市值排名56/163，在两市A股市值排名677/5157。前道化学清洗机签单表现优秀，高温SPM机台已通过国内领先客户工艺验证，打破国外垄断，获得客户高度认可。目前已取得国内多家大客户订单及验证性订单，部分客户已开始下达重复批量性订单。","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/RB2025092800000848.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":["688037","BK0251"],"gpt_icon":0},{"id":"2569759409","title":"【机构调研记录】工银瑞信基金调研三峡旅游、芯源微","url":"https://stock-news.laohu8.com/highlight/detail?id=2569759409","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2569759409?lang=zh_cn&edition=full","pubTime":"2025-09-23 08:05","pubTimestamp":1758585920,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及9月22日披露的机构调研信息，工银瑞信基金近期对2家上市公司进行了调研，相关名单如下：1）三峡旅游 调研纪要：2025年上半年，公司实现旅游综合业务营收2.86亿元，同比增长20.20%；游船类产品接待游客125.25万人，同比增长10.96%，接待人数继续创新高。","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/RB2025092300005188.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":["BK0241","688037","BK0251","002627","BK0177","BK0008","BK0028","BK0234"],"gpt_icon":0},{"id":"2569731410","title":"股市必读：芯源微（688037）9月22日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2569731410","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2569731410?lang=zh_cn&edition=full","pubTime":"2025-09-23 01:17","pubTimestamp":1758561433,"startTime":"0","endTime":"0","summary":"截至2025年9月22日收盘，芯源微报收于128.78元，上涨0.77%，换手率2.69%，成交量5.42万手，成交额6.97亿元。来自机构调研要点：前道化学清洗机已通过国内领先客户工艺验证，打破国外垄断，获多家大客户订单及验证性订单。机构调研要点公司2025年上半年整体签单与去年同期基本持平，其中前道化学清洗机签单同比增幅较大，前道涂胶显影机签单稳定，后道先进封装领域维持弱复苏趋势；全年签单按计划稳步推进。","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/RB2025092300001190.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":["688037","BK0251"],"gpt_icon":0},{"id":"2569841577","title":"芯源微：9月15日接受机构调研，工银瑞信基金管理有限公司、中汇人寿保险股份有限公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2569841577","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2569841577?lang=zh_cn&edition=full","pubTime":"2025-09-22 20:05","pubTimestamp":1758542752,"startTime":"0","endTime":"0","summary":"问：前道化学清洗机产品进展如何，2025年下半年推进预期？目前公司化学清洗机已获得国内多家大客户订单及验证性订单，部分客户在前期验证基础上，也已陆续下发重复批量性订单。2025年下半年公司将继续推进化学清洗机在国内各大主要客户的导入和验证。芯源微主营业务：半导体专用设备的研发、生产和销售。该股最近90天内共有11家机构给出评级，买入评级8家，增持评级3家；过去90天内机构目标均价为149.49。","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/RB2025092200030704.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":["688037","BK0251"],"gpt_icon":0},{"id":"2564992713","title":"芯源微收盘上涨2.52%，滚动市盈率177.43倍，总市值253.01亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564992713","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2564992713?lang=zh_cn&edition=full","pubTime":"2025-09-03 21:34","pubTimestamp":1756906454,"startTime":"0","endTime":"0","summary":"9月3日，芯源微今日收盘125.7元，上涨2.52%，滚动市盈率PE达到177.43倍，总市值253.01亿元。从行业市盈率排名来看，公司所处的半导体行业市盈率平均130.01倍，行业中值72.07倍，芯源微排名第136位。截至2025年半年报，共有522家机构持仓芯源微，其中基金519家、其他3家，合计持股数12991.11万股，持股市值139.26亿元。沈阳芯源微电子设备股份有限公司的主营业务是半导体专用设备的研发、生产和销售。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/09/03213452906537.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":"jinrongjie_stock","symbols":["688037","BK0251"],"gpt_icon":0},{"id":"2564894355","title":"研报掘金丨国海证券：维持北方华创“买入”评级，存货显着环增彰显业绩增长潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2564894355","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2564894355?lang=zh_cn&edition=full","pubTime":"2025-09-01 15:24","pubTimestamp":1756711487,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LU1039395188.USD","BK0183","LU1997245177.USD","159582","688037","BK0174","LU2495084118.USD","BK0028","LU1064131003.USD","BK0276","LU2506952253.HKD","SG9999001093.SGD","BK0125","LU1997245094.SGD","LU1969619763.USD","002371","000750","LU0823437842.USD","SG9999003461.SGD","SGXZ81163826.USD","BK0251","BK0188","LU1064130708.USD","LU1820825898.SGD","LU1997244956.HKD","LU1146622755.USD","LU2148510915.USD","SGXZ49509284.SGD","LU1328615791.USD","LU2328871848.SGD"],"gpt_icon":0},{"id":"2564886349","title":"【机构调研记录】中航基金调研芯源微、泽璟制药等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2564886349","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2564886349?lang=zh_cn&edition=full","pubTime":"2025-09-01 08:01","pubTimestamp":1756684904,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月29日披露的机构调研信息，中航基金近期对3家上市公司进行了调研，相关名单如下：1）芯源微 调研纪要：前道化学清洗产品预计超额完成全年签单目标，高端机台已实现主要客户导入并获批量订单。2）泽璟制药 调研纪要：公司2025年上半年实现营收3.76亿元，同比增长56%，主要得益于药品销售增长。ZGGS34获FDA IND批准，拟用于晚期实体瘤。归母净利润下滑因收入不及预期及研发投入加大。","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/RB2025090100001261.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":["688037","688266","BK0251","BK0239"],"gpt_icon":0},{"id":"2563849838","title":"每周股票复盘：芯源微（688037）股东户数减少22.36%，中报净利降79.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563849838","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563849838?lang=zh_cn&edition=full","pubTime":"2025-08-31 02:11","pubTimestamp":1756577471,"startTime":"0","endTime":"0","summary":"截至2025年8月29日收盘，芯源微报收于124.25元，较上周的141.04元下跌11.9%。本周关注点股本股东变化：截至2025年6月30日，股东户数为1.38万户，较3月31日减少22.36%。业绩披露要点：2025年中报归母净利润1592.42万元，同比下降79.09%。业绩披露要点芯源微2025年中报显示，公司主营收入7.09亿元，同比上升2.24%；归母净利润1592.42万元，同比下降79.09%；扣非净利润-4953.02万元，同比下降238.44%。委员会同意该152名激励对象办理归属，对应限制性股票归属数量为34.945万股。","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/RB2025083100000241.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688037","BK0251"],"gpt_icon":0},{"id":"2563600841","title":"东吴证券：给予芯源微增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2563600841","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563600841?lang=zh_cn&edition=full","pubTime":"2025-08-30 07:31","pubTimestamp":1756510292,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司周尔双,李文意近期对芯源微进行研究并发布了研究报告《2025年中报点评：业绩环比改善，看好涂胶显影设备龙头新一轮成长》，给予芯源微增持评级。我们看好公司化学清洗设备迎来放量贡献业绩，维持“增持”评级。最新盈利预测明细如下：该股最近90天内共有3家机构给出评级，买入评级3家。","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/RB2025083000012529.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":["688037","601555"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765850671725,"stockEarnings":[{"period":"1week","weight":-0.0435},{"period":"1month","weight":-0.0022},{"period":"3month","weight":0.0213},{"period":"6month","weight":0.2594},{"period":"1year","weight":0.3985},{"period":"ytd","weight":0.4992}],"compareEarnings":[{"period":"1week","weight":-0.0143},{"period":"1month","weight":-0.0307},{"period":"3month","weight":0.0016},{"period":"6month","weight":0.1414},{"period":"1year","weight":0.1403},{"period":"ytd","weight":0.154}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"沈阳芯源微电子设备股份有限公司","boardCode":"AI0035","boardName":"专用设备制造业","stockholders":"15960人(较上一季度增加15.37%)","perCapita":"12633股","listingDate":"2019-12-16","address":"辽宁省沈阳市浑南区飞云路16号","registeredCapital":"20162万元","survey":" 沈阳芯源微电子设备股份有限公司的主营业务是半导体专用设备的研发、生产和销售。公司的主要产品是光刻工序涂胶显影设备、单片式湿法设备。截至2025年6月30日，公司共获得专利授权364项，其中发明专利212项（其中中国大陆地区发明专利187项，中国台湾地区发明专利21项，美国发明专利4项），实用新型专利113项，外观设计专利39项；拥有软件著作权113项。","listedPrice":26.97},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"芯源微(688037)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供芯源微(688037)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"芯源微,688037,芯源微股票,芯源微股票老虎,芯源微股票老虎国际,芯源微行情,芯源微股票行情,芯源微股价,芯源微股市,芯源微股票价格,芯源微股票交易,芯源微股票购买,芯源微股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"芯源微(688037)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供芯源微(688037)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}