688630 芯碁微装
盘后交易 09-28 15:00:00
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PCB概念板块大幅受压 芯碁微装(09630)跌 10.72%
金吾财讯 · 13:43
PCB概念板块大幅受压 芯碁微装(09630)跌 10.72%
芯碁微装(688630)9月23日主力资金净买入734.00万元
证券之星 · 09-24
芯碁微装(688630)9月23日主力资金净买入734.00万元
股市必读:芯碁微装(688630)9月23日董秘有最新回复
证券之星 · 09-24
股市必读:芯碁微装(688630)9月23日董秘有最新回复
芯碁微装:截至2026年9月18日,公司股东总户数为21841户
证券之星 · 09-23
芯碁微装:截至2026年9月18日,公司股东总户数为21841户
港股异动 | 芯碁微装(09630)涨超7% 高阶PCB设备订单交付饱满 先进封装有望放量增长
智通财经 · 09-18
港股异动 | 芯碁微装(09630)涨超7% 高阶PCB设备订单交付饱满 先进封装有望放量增长
芯碁微装:2026年第一次临时股东会决议公告
证券日报 · 09-15
芯碁微装:2026年第一次临时股东会决议公告
芯碁微装盘中涨超10% 公司二期产能将在下半年进入完整释放阶段
新浪港股 · 09-15
芯碁微装盘中涨超10% 公司二期产能将在下半年进入完整释放阶段
芯碁微装:下半年高阶PCB设备订单交付保持饱满
第一财经 · 09-14
芯碁微装:下半年高阶PCB设备订单交付保持饱满
芯碁微装:将持续加大国产零部件验证导入力度 提升供应链韧性
格隆汇 · 09-14
芯碁微装:将持续加大国产零部件验证导入力度 提升供应链韧性
芯碁微装(688630)披露关于增加使用闲置自有资金进行现金管理的补充公告,9月11日股价下跌1.71%
证券之星 · 09-11
芯碁微装(688630)披露关于增加使用闲置自有资金进行现金管理的补充公告,9月11日股价下跌1.71%
芯碁微装:9月9日核心技术人员何少锋减持股份合计4万股
证券之星 · 09-10
芯碁微装:9月9日核心技术人员何少锋减持股份合计4万股
PCB概念股普升 芯碁微装(09630)涨7.26%、建滔积层板(01888)涨5.19%
金吾财讯 · 09-09
PCB概念股普升 芯碁微装(09630)涨7.26%、建滔积层板(01888)涨5.19%
港股芯片股盘初普涨,芯碁微装涨超9%,ASMPT涨超7%
老虎资讯综合 · 09-09
港股芯片股盘初普涨,芯碁微装涨超9%,ASMPT涨超7%
PCB概念集体扬升 芯碁微装(09630)涨8.45% 机构指Q3始PCB业绩斜率有望启动加速
金吾财讯 · 09-07
PCB概念集体扬升 芯碁微装(09630)涨8.45% 机构指Q3始PCB业绩斜率有望启动加速
港股PCB概念股盘初普涨,芯碁微装涨超9%,广合科技涨超7%
老虎资讯综合 · 09-07
港股PCB概念股盘初普涨,芯碁微装涨超9%,广合科技涨超7%
每周股票复盘:芯碁微装(688630)H股公众持股量合规且无证券变动
证券之星 · 09-06
每周股票复盘:芯碁微装(688630)H股公众持股量合规且无证券变动
芯碁微装(688630)披露证券变动月报表,9月3日股价上涨0.15%
证券之星 · 09-03
芯碁微装(688630)披露证券变动月报表,9月3日股价上涨0.15%
吴昊方正富邦基金2026半年报出炉:新进3只重仓股 坚持业绩兑现选股逻辑
智通财经 · 09-02
吴昊方正富邦基金2026半年报出炉:新进3只重仓股 坚持业绩兑现选股逻辑
芯碁微装:截至2026年8月31日,公司股东总户数为21808户
证券之星 · 09-02
芯碁微装:截至2026年8月31日,公司股东总户数为21808户
芯碁微装新注册《芯碁全局相机(CBV)软件V1.0.0.0》项目的软件著作权
证券之星 · 09-01
芯碁微装新注册《芯碁全局相机(CBV)软件V1.0.0.0》项目的软件著作权
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公司概况
公司名称:
合肥芯碁微电子装备股份有限公司
所属行业:
专用设备制造业
上市日期:
2021-04-01
主营业务:
合肥芯碁微电子装备股份有限公司的主营业务是以微纳直写光刻为技术核心的直接成像设备及直写光刻设备的研发、制造、销售以及相应的维保服务。公司的主要产品是PCB直接成像设备及自动线系统、泛半导体直写光刻设备及自动线系统、其他激光直接成像设备。
发行价格:
15.23
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PCB概念板块大幅受压,芯碁微装(09630)跌10.72%,胜宏科技(02476)跌10.19%,建滔积层板(01888)跌8.40%,建滔集团(00148)跌8.24%,大族数控(03200)跌7.44%,广合科技(01989)跌7.27%。中国银河证券表示,依托全球AI算力爆发式增长,PCB及CCL产业链开启新一轮产能扩张与产品技术迭代升级,特种电子布高景气持续、供不应求,电子布全产业链整体向轻薄化转型,转产导致全品类电子布供需紧俏,价格持续走高。2026年至今7628型号电子布价格每月提涨,且近三个月涨幅逐步扩大,截至9月价格年内累计涨幅超160%。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992628","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":null,"symbols":["LU1328277881.USD","03200","BK0251","HK0000352382.USD","LU1282649141.HKD","LU0588546209.SGD","01989","BK1183","SG9999002463.SGD","LU0488056044.USD","LU0274383008.USD","LU1481107354.HKD","688630","LU1282649810.SGD","LU0211977185.USD","LU0648948544.HKD","LU0307460666.USD","FPA","LU1808992512.USD","LU2351347302.SGD","SG9999004220.SGD","09630","BK1209","PCB","LU1282649067.USD","02476","BK1170","HK0000352291.HKD","LU0164880469.USD","LU2039709279.SGD","LU1211504680.USD","LU0149721374.USD","01888","LU0314109678.HKD","LU1813983027.USD","LU2187417386.USD","BK1169","LU2929501877.USD","BK4211","LU0384037296.USD","00148","BK1506","MCHS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669074432","title":"芯碁微装(688630)9月23日主力资金净买入734.00万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669074432","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669074432?lang=zh_cn&edition=full","pubTime":"2026-09-24 08:20","pubTimestamp":1790209225,"startTime":"0","endTime":"0","summary":"证券之星消息,截至2026年9月23日收盘,芯碁微装报收于440.68元,上涨3.04%,换手率2.65%,成交量3.5万手,成交额15.38亿元。近5日资金流向一览见下表:芯碁微装融资融券信息显示,融资方面,当日融资买入8753.06万元,融资偿还1.54亿元,融资净偿还6604.51万元。","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/RB2026092400007746.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":["688630","BK0251","BK1169","09630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669443871","title":"股市必读:芯碁微装(688630)9月23日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2669443871","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669443871?lang=zh_cn&edition=full","pubTime":"2026-09-24 01:40","pubTimestamp":1790185224,"startTime":"0","endTime":"0","summary":"截至2026年9月23日收盘,芯碁微装报收于440.68元,上涨3.04%,换手率2.65%,成交量3.5万手,成交额15.38亿元。董秘最新回复投资者: 董秘您好!我想查询截至2026年9月18日公司最新股东人数?截至2026年9月10日,公司股东总户数为21049户,感谢关注!当日关注点交易信息汇总:9月23日主力资金净流入734.0万元,占总成交额0.48%。","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/RB2026092400002122.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":["688630","BK0251","BK1169","09630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669528107","title":"芯碁微装:截至2026年9月18日,公司股东总户数为21841户","url":"https://stock-news.laohu8.com/highlight/detail?id=2669528107","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669528107?lang=zh_cn&edition=full","pubTime":"2026-09-23 18:21","pubTimestamp":1790158871,"startTime":"0","endTime":"0","summary":"证券之星消息,芯碁微装(688630)09月23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:您好,请告知公司9月20日的股东人数是多少,谢谢!芯碁微装回复:尊敬的投资者您好!截至2026年9月18日,公司股东总户数为21841户,感谢关注!本文数据来源于上海证券交易所e互动,仅供参考不构成投资建议。责任编辑:刘浩然","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/RB2026092300033135.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":["688630","BK1169","09630","BK0251","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668912805","title":"港股异动 | 芯碁微装(09630)涨超7% 高阶PCB设备订单交付饱满 先进封装有望放量增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2668912805","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668912805?lang=zh_cn&edition=full","pubTime":"2026-09-18 11:57","pubTimestamp":1789703869,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,芯碁微装涨超7%。截至发稿,涨7.69%,报383.8港元,成交额1.32亿港元。消息面上,芯碁微装董事长程卓近期在半年度业绩会上表示,在AI服务器、高速光模块等需求拉动下,芯碁微装在手订单充足。程卓表示,公司高阶PCB产品排产饱满,叠加二期基地产能于下半年完整释放、一、二期协同运行,公司将继续通过扩产提效保障在手订单加快交付。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1497808.html","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":"stock_zhitongcaijing","symbols":["BK4588","BK0251","BK1169","688630","PCB","BESIY","AMKX","BK4211","TCAI","BK4147","BK4585","HBMX","KCAI","09630","VXUS","DRMP","AMKL","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667640710","title":"芯碁微装:2026年第一次临时股东会决议公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2667640710","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667640710?lang=zh_cn&edition=full","pubTime":"2026-09-15 21:27","pubTimestamp":1789478820,"startTime":"0","endTime":"0","summary":"证券日报网讯9月15日,芯碁微装发布公告称,公司于2026年9月15日召开2026年第一次临时股东会,审议通过《关于变更注册资本、修订〈公司章程〉并办理工商变更登记的议案》《关于增加使用闲置自有资金进行现金管理的议案》。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609153875001738.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609153875001738.html","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":"stock_eastmoney","symbols":["09630","BK1169","BK0251","688630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667618560","title":"芯碁微装盘中涨超10% 公司二期产能将在下半年进入完整释放阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2667618560","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667618560?lang=zh_cn&edition=full","pubTime":"2026-09-15 10:43","pubTimestamp":1789440180,"startTime":"0","endTime":"0","summary":"模拟交易客户端芯碁微装盘中涨超10%,截至发稿,股价上涨7.84%,现报371.60港元,成交额1.02亿港元。全年来看,二期产能将在下半年进入完整释放阶段,依托模块化生产与核心零部件前置备货,持续承接高阶PCB及先进封装设备订单。上海证券指出,芯碁微装2025Q3投产的二期基地在2026H1进入产能爬坡阶段,整体设计产能达一期两倍以上,有效缓解产能超载瓶颈,上半年全周期产能利用率维持高位运行。","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-15/doc-inirwmwe3747001.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":"sina","symbols":["SG9999002463.SGD","BK1169","BK0251","688630","09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667659089","title":"芯碁微装:下半年高阶PCB设备订单交付保持饱满","url":"https://stock-news.laohu8.com/highlight/detail?id=2667659089","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667659089?lang=zh_cn&edition=full","pubTime":"2026-09-14 16:29","pubTimestamp":1789374554,"startTime":"0","endTime":"0","summary":"芯碁微装董事长程卓在今日举行的2026年半年度业绩会上表示,行业景气度随着AI算力基础设施建设驱动,高阶PCB、IC载板与先进封装设备需求具备较好持续性,但整体会伴随下游客户资本开支节奏出现波动。下半年来看,高阶PCB设备订单交付保持饱满,先进封装设备也进入验证与落地阶段;明年AI服务器、相关载板及先进封装扩产仍将带来设备增量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609143873454622.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609143873454622.html","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":"stock_eastmoney","symbols":["688630","PCB","BK0251","BK4211","BK1169","09630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667632221","title":"芯碁微装:将持续加大国产零部件验证导入力度 提升供应链韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2667632221","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667632221?lang=zh_cn&edition=full","pubTime":"2026-09-14 12:11","pubTimestamp":1789359063,"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":["BK0251","688630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578806","title":"芯碁微装(688630)披露关于增加使用闲置自有资金进行现金管理的补充公告,9月11日股价下跌1.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578806","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666578806?lang=zh_cn&edition=full","pubTime":"2026-09-11 22:28","pubTimestamp":1789136914,"startTime":"0","endTime":"0","summary":"截至2026年9月11日收盘,芯碁微装报收于402.3元,较前一交易日下跌1.71%,最新总市值为589.39亿元。近日,芯碁微装发布《关于增加使用闲置自有资金进行现金管理的补充公告》。公告显示,公司拟增加使用闲置自有资金进行现金管理,其中人民币800百万元将用于现金管理,包括本集团内部自有资金人民币500百万元及H股全球发售所得款项净额中已分配用于补充营运资金及一般公司用途的人民币300百万元,占所得款项总额约10%。","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/RB2026091100050315.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":["688630","BK1169","09630","BK0251","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666593893","title":"芯碁微装:9月9日核心技术人员何少锋减持股份合计4万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2666593893","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666593893?lang=zh_cn&edition=full","pubTime":"2026-09-10 20:01","pubTimestamp":1789041693,"startTime":"0","endTime":"0","summary":"证券之星消息,根据9月10日市场公开信息、上市公司公告及交易所披露数据整理,芯碁微装最新董监高及相关人员股份变动情况:2026年9月9日公司核心技术人员何少锋共减持公司股份4.0万股,占公司总股本为0.0273%。芯碁微装近半年内的董监高及核心技术人员增减持详情如下:芯碁微装的高管列表及最新持股情况如下:融资融券数据显示该股近5日融资净流出7516.09万,融资余额减少;融券净流入3192.0,融券余额增加。","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/RB2026091000038100.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":["09630","SG9999002463.SGD","BK0251","688630","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666492309","title":"PCB概念股普升 芯碁微装(09630)涨7.26%、建滔积层板(01888)涨5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666492309","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666492309?lang=zh_cn&edition=full","pubTime":"2026-09-09 10:15","pubTimestamp":1788920128,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股PCB概念股普升,截至发稿,芯碁微装 涨7.26%,建滔积层板涨5.19%,广合科技涨4.04%,建滔集团涨3.34%,鼎泰高科涨2.14%,大族数控涨2.92%,胜宏科技涨2.61%。Token数量的爆发式增长,带动了ASIC强劲需求,该机构研判谷歌、亚马逊、Meta、OpenAI及微软的ASIC数量,2026-2027年将迎来爆发式增长。整体来看,继续看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链。","market":"us","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991111","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":null,"symbols":["688630","LU1808992512.USD","MCHS","LU2187417386.USD","SG9999004220.SGD","PCB","LU0307460666.USD","BK4211","LU0274383008.USD","LU2039709279.SGD","BK1169","HK0000352382.USD","LU1481107354.HKD","02476","LU2929501877.USD","LU0164880469.USD","BK1209","LU0488056044.USD","01888","LU1282649141.HKD","00148","LU1813983027.USD","03200","FPA","LU0314109678.HKD","LU0648948544.HKD","HK0000352291.HKD","BK1183","01989","BK1506","LU0149721374.USD","09630","BK1170","LU0211977185.USD","SG9999002463.SGD","LU1282649067.USD","LU1211504680.USD","01377","LU1328277881.USD","LU0384037296.USD","LU0588546209.SGD","BK0251","LU2351347302.SGD","LU1282649810.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165406863","title":"港股芯片股盘初普涨,芯碁微装涨超9%,ASMPT涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165406863","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1165406863?lang=zh_cn&edition=full","pubTime":"2026-09-09 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芯碁微装(09630)涨8.45% 机构指Q3始PCB业绩斜率有望启动加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2665781393","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665781393?lang=zh_cn&edition=full","pubTime":"2026-09-07 09:50","pubTimestamp":1788745832,"startTime":"0","endTime":"0","summary":"消息面上,国金证券研究认为,从三季度开始PCB的业绩斜率有望启动加速,PCB有望成为最亮眼的板块,核心原因在于:1)AI高端新品已经开始出货。综合来看,今年上半年PCB产业链中上游材料的基本面表现显著好于下游PCB,但该机构认为下半年PCB环节将迎来新品拉货、盈利修复的双重边际变化,基本面斜率加速的确定性极强,当前的板块配置价值较高,建议关注。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990807","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1808992512.USD","LU1282649141.HKD","LU2929501877.USD","LU0307460666.USD","01989","688630","SG9999002463.SGD","03200","01888","LU0211977185.USD","LU0384037296.USD","09630","HK0000352291.HKD","LU0588546209.SGD","LU1282649067.USD","BK4211","MCHS","01377","02476","LU2351347302.SGD","BK1169","LU0149721374.USD","LU0164880469.USD","BK1209","SG9999004220.SGD","BK1506","BK1183","LU2039709279.SGD","LU1282649810.SGD","FPA","BK0251","LU1211504680.USD","00148","LU0648948544.HKD","LU1813983027.USD","LU1328277881.USD","LU0274383008.USD","HK0000352382.USD","LU2187417386.USD","LU1481107354.HKD","LU0314109678.HKD","LU0488056044.USD","BK1170","PCB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123685256","title":"港股PCB概念股盘初普涨,芯碁微装涨超9%,广合科技涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123685256","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1123685256?lang=zh_cn&edition=full","pubTime":"2026-09-07 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01:05","pubTimestamp":1788627913,"startTime":"0","endTime":"0","summary":"本周关注点公司公告汇总:H股公众持股量符合要求,本月无证券发行或库存股出售行为 公司公告汇总:证券变动月报表显示A股与H股法定股本及已发行股份均无变动 公司公告汇总:库存股数目为零,相关披露符合上市规则 公司公告汇总合肥芯碁微电子装备股份有限公司提交截至2026年8月31日的证券变动月报表。公司H股和A股的法定/注册股本及已发行股份在本月无变动。H股类别确认已符合公众持股量要求。","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/RB2026090600000053.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":["SG9999002463.SGD","688630","BK1169","161027","BK0251","09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664287032","title":"芯碁微装(688630)披露证券变动月报表,9月3日股价上涨0.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664287032","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664287032?lang=zh_cn&edition=full","pubTime":"2026-09-03 22:02","pubTimestamp":1788444143,"startTime":"0","endTime":"0","summary":"截至2026年9月3日收盘,芯碁微装报收于390.0元,较前一交易日上涨0.15%,最新总市值为571.37亿元。近日,合肥芯碁微电子装备股份有限公司提交截至2026年8月31日的证券变动月报表。公司H股和A股的法定/注册股本及已发行股份在本月无变动。H股于香港联交所上市,证券代码09630;A股于上海证券交易所上市,证券代码688630。H股类别确认已符合公众持股量要求。董事会确认本月无证券发行或库存股出售行为,所有披露事项均符合上市规则及相关法规。","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/RB2026090300042100.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":["BK1169","BK0251","09630","688630","SG9999002463.SGD","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664812599","title":"吴昊方正富邦基金2026半年报出炉:新进3只重仓股 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21:23","pubTimestamp":1788355413,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,8月31日,吴昊在管的方正富邦核心优势混合基金发布2026年中期报告。截至2026年6月30日,方正富邦核心优势混合A、方正富邦核心优势混合C的基金规模合计为124.74亿元,期末基金份额净值分别为3.2069元及3.1562元,本期基金份额净值增长率分别为183.67%%及182.84%。君正股份、芯碁微装、拓荆科技为新进重仓股,其余个股皆获连续增持。吴昊表示,下半年需要重点关注宏观层面外需的持续性、中观层面科技和高端制造产业资本开支的兑现度。","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":"http://www.zhitongcaijing.com/content/detail/1491220.html","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":"stock_zhitongcaijing","symbols":["LU1813983027.USD","688627","BK0109","LU2778985437.USD","LU0314109678.HKD","BK0132","BK0198","LU1580142542.USD","LU1328277881.USD","LU2476274308.USD","BK0200","LU0211977185.USD","SGXZ81163826.USD","BK0102","BK0028","LU0620787316.HKD","300223","BK0038","BK0125","BK0126","BK0089","LU1934453819.USD","LU2213484517.USD","LU0082770016.SGD","LU0588546209.SGD","LU0274383008.USD","301308","LU0164939612.USD","LU0307460666.USD","SGXZ49509284.SGD","LU0082770016.USD","BK0251","LU2328871848.SGD","LU1781817850.SGD","LU1979443071.USD","LU2476274720.SGD","603986","BK0250","LU1969619763.USD","688525","LU2039709279.SGD","688072","BK0214","300475","688766","688630","001309"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664844890","title":"芯碁微装:截至2026年8月31日,公司股东总户数为21808户","url":"https://stock-news.laohu8.com/highlight/detail?id=2664844890","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664844890?lang=zh_cn&edition=full","pubTime":"2026-09-02 17:12","pubTimestamp":1788340336,"startTime":"0","endTime":"0","summary":"证券之星消息,芯碁微装(688630)09月02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:董秘您好!我想查询截至2026年8月底公司最新股东人数?谢谢芯碁微装回复:尊敬的投资者您好!截至2026年8月31日,公司股东总户数为21808户,感谢关注!本文数据来源于上海证券交易所e互动,仅供参考不构成投资建议。责任编辑:刘浩然","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/RB2026090200030262.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":["688630","BK0251","BK1169","09630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664000937","title":"芯碁微装新注册《芯碁全局相机(CBV)软件V1.0.0.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2664000937","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664000937?lang=zh_cn&edition=full","pubTime":"2026-09-01 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