688700 东威科技
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每周股票复盘:东威科技(688700)订单将创历史新高
证券之星 · 11-09
每周股票复盘:东威科技(688700)订单将创历史新高
股市必读:东威科技(688700)11月6日披露最新机构调研信息
证券之星 · 11-07
股市必读:东威科技(688700)11月6日披露最新机构调研信息
【机构调研记录】百嘉基金调研新莱应材、东威科技
证券之星 · 10-29
【机构调研记录】百嘉基金调研新莱应材、东威科技
每周股票复盘:东威科技(688700)Q3净利增236.93%
证券之星 · 10-26
每周股票复盘:东威科技(688700)Q3净利增236.93%
东威科技(688700)披露拟向36名激励对象预留授予22.95万股限制性股票,10月23日股价上涨1.38%
证券之星 · 10-23
东威科技(688700)披露拟向36名激励对象预留授予22.95万股限制性股票,10月23日股价上涨1.38%
东威科技(688700.SH)发布前三季度业绩,归母净利润8537万元,同比增长24.8%
智通财经 · 10-23
东威科技(688700.SH)发布前三季度业绩,归母净利润8537万元,同比增长24.8%
每周股票复盘:东威科技(688700)订单收入确认加快
证券之星 · 09-14
每周股票复盘:东威科技(688700)订单收入确认加快
股市必读:东威科技(688700)9月11日披露最新机构调研信息
证券之星 · 09-12
股市必读:东威科技(688700)9月11日披露最新机构调研信息
每周股票复盘:东威科技(688700)海外收入占比超20%
证券之星 · 09-07
每周股票复盘:东威科技(688700)海外收入占比超20%
每周股票复盘:东威科技(688700)Q2净利回升但中报净利降23.66%
证券之星 · 08-31
每周股票复盘:东威科技(688700)Q2净利回升但中报净利降23.66%
8月28日东威科技现1笔折价21.17%的大宗交易 合计成交210万元
证券之星 · 08-28
8月28日东威科技现1笔折价21.17%的大宗交易 合计成交210万元
图解东威科技中报:第二季度单季净利润同比增长3.23%
证券之星 · 08-27
图解东威科技中报:第二季度单季净利润同比增长3.23%
算力系列报告(二):AI驱动PCB扩产提速 核心设备/耗材价值量占比提升
方正证券 · 08-11
算力系列报告(二):AI驱动PCB扩产提速 核心设备/耗材价值量占比提升
PCB设备周观点:AI领域催化不断 关注PCB、先进封装等产业链机会
华福证券 · 08-10
PCB设备周观点:AI领域催化不断 关注PCB、先进封装等产业链机会
AI PCB扩产拉动上游设备需求,北美大厂Capex上调有望提振液冷放量 | 投研报告
中国能源网 · 08-08
AI PCB扩产拉动上游设备需求,北美大厂Capex上调有望提振液冷放量 | 投研报告
东威科技涨5.20% 技术迭代与产业升级预期提振股价
智选洞察 · 08-08
东威科技涨5.20% 技术迭代与产业升级预期提振股价
机械设备行业2025Q2基金持仓分析报告:2025Q2机械设备行业基金重仓配置比例有所下降
万联证券 · 08-08
机械设备行业2025Q2基金持仓分析报告:2025Q2机械设备行业基金重仓配置比例有所下降
昆山东威科技股份有限公司中标385万元电解抛光线采购项目
DoNews · 08-07
昆山东威科技股份有限公司中标385万元电解抛光线采购项目
东威科技股价下跌5.05% 资金调仓与高估值压力共振
智选洞察 · 08-05
东威科技股价下跌5.05% 资金调仓与高估值压力共振
AI寻机系列:AIPCB迎创新扩产周期 设备及耗材卖铲人受益
中国国际金融股... · 08-05
AI寻机系列:AIPCB迎创新扩产周期 设备及耗材卖铲人受益
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公司概况
公司名称:
昆山东威科技股份有限公司
所属行业:
专用设备制造业
上市日期:
2021-06-15
主营业务:
昆山东威科技股份有限公司的主营业务是高端精密电镀设备及其配套设备的研发、设计、生产及销售。公司的主要产品是高端精密电镀设备及其配套设备。公司曾获国家专精特新“小巨人”企业、国家高新技术企业、江苏省专精特新企业、江苏省东威节能型环保电镀设备工程技术研究中心等多项荣誉,多次获评“首台套”设备荣誉,实现了多个行业第一。子公司广德东威也获得国家专精特新“小巨人”企业、国家高新技术企业、安徽省首台(套)重大技术装备、安徽省工业设计中心等多项荣誉。
发行价格:
9.41
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04:36","pubTimestamp":1762634173,"startTime":"0","endTime":"0","summary":"截至2025年11月7日收盘,东威科技报收于37.06元,较上周的38.1元下跌2.73%。本周,东威科技11月7日盘中最高价报38.77元。东威科技当前最新总市值110.59亿元,在专用设备板块市值排名31/177,在两市A股市值排名1736/5166。本周关注点来自机构调研要点:公司今年订单金额将创历史新高。近期新增中标一条线,目前已有6家客户采购了该款设备。2025年前三季度收入中垂直连续电镀设备占比约80%,其他产品占比约20%。","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/RB2025110900001655.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":["BK0251","688700"],"gpt_icon":0},{"id":"2581015744","title":"股市必读:东威科技(688700)11月6日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2581015744","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581015744?lang=zh_cn&edition=full","pubTime":"2025-11-07 01:49","pubTimestamp":1762451352,"startTime":"0","endTime":"0","summary":"截至2025年11月6日收盘,东威科技报收于37.0元,上涨2.21%,换手率1.8%,成交量5.37万手,成交额1.98亿元。来自机构调研要点:受益于PCB东南亚投资潮及AI相关大数据存储器发展,公司电镀设备订单增幅显著,脉冲电镀设备尤为突出,全年订单金额将创历史新高。PCB电镀设备从下单到收入确认平均周期为6至9个月;小订单通常6个月可完成确收,大订单或受客户场地限制可能延长至1至1.5年。","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/RB2025110700001105.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":["688700","BK0251"],"gpt_icon":0},{"id":"2579638914","title":"【机构调研记录】百嘉基金调研新莱应材、东威科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2579638914","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579638914?lang=zh_cn&edition=full","pubTime":"2025-10-29 08:06","pubTimestamp":1761696397,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及10月28日披露的机构调研信息,百嘉基金近期对2家上市公司进行了调研,相关名单如下:1)新莱应材 调研纪要:公司前三季度营业收入为22.5亿元,同比上升4.3%;归母净利润1.45亿元,同比下降26.7%。百嘉基金成立于2020年,截至目前,资产管理规模89.43亿元,排名149/210;资产管理规模89.43亿元,排名126/210;管理公募基金数23只,排名132/210;旗下公募基金经理3人,排名163/210。","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/RB2025102900012544.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":["688700","BK0028","BK0159","BK0132","BK0181","BK0259","300260","BK0251"],"gpt_icon":0},{"id":"2578050218","title":"每周股票复盘:东威科技(688700)Q3净利增236.93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578050218","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578050218?lang=zh_cn&edition=full","pubTime":"2025-10-26 03:13","pubTimestamp":1761419589,"startTime":"0","endTime":"0","summary":"截至2025年10月24日收盘,东威科技报收于38.86元,较上周的34.22元上涨13.56%。本周,东威科技10月24日盘中最高价报40.08元。本周关注点来自业绩披露要点:东威科技2025年第三季度净利润同比增长236.93%。来自公司公告汇总:东威科技向36名激励对象预留授予22.95万股限制性股票,授予价格调整为20.07元/股。股本股东变化截至2025年9月30日,东威科技股东户数为1.37万户,较6月30日增加5611户,增幅69.79%。","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/RB2025102600000688.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":["BK0251","688700"],"gpt_icon":0},{"id":"2577746763","title":"东威科技(688700)披露拟向36名激励对象预留授予22.95万股限制性股票,10月23日股价上涨1.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577746763","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577746763?lang=zh_cn&edition=full","pubTime":"2025-10-23 17:18","pubTimestamp":1761211138,"startTime":"0","endTime":"0","summary":"截至2025年10月23日收盘,东威科技报收于37.46元,较前一交易日上涨1.38%,最新总市值为111.78亿元。该股当日开盘36.92元,最高37.77元,最低36.02元,成交额达2.4亿元,换手率为2.18%。根据公司近日发布的第三届董事会第三次会议决议公告,昆山东威科技股份有限公司于2025年10月22日召开会议,审议通过多项议案。其中,董事会同意向36名激励对象预留授予22.95万股限制性股票,授予价格为20.07元/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/RB2025102300026760.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","688700"],"gpt_icon":0},{"id":"2577376965","title":"东威科技(688700.SH)发布前三季度业绩,归母净利润8537万元,同比增长24.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577376965","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577376965?lang=zh_cn&edition=full","pubTime":"2025-10-23 16:27","pubTimestamp":1761208079,"startTime":"0","endTime":"0","summary":"智通财经APP讯,东威科技(688700.SH)披露2025年第三季度报告,公司前三季度实现营收7.57亿元,同比增长30.58%;归属于上市公司股东的净利润8537万元,同比增长24.8%;扣非净利润8155万元,同比增长38.1%;基本每股收益0.29元。","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":"http://www.zhitongcaijing.com/content/detail/1358673.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":["688700"],"gpt_icon":0},{"id":"2567333911","title":"每周股票复盘:东威科技(688700)订单收入确认加快","url":"https://stock-news.laohu8.com/highlight/detail?id=2567333911","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567333911?lang=zh_cn&edition=full","pubTime":"2025-09-14 02:00","pubTimestamp":1757786436,"startTime":"0","endTime":"0","summary":"截至2025年9月12日收盘,东威科技报收于43.0元,较上周的41.0元上涨4.88%。本周,东威科技9月12日盘中最高价报44.46元。东威科技当前最新总市值129.69亿元,在专用设备板块市值排名25/177,在两市A股市值排名1472/5153。目前已有5家客户采购了该款设备,同时,多家国内头部板厂正在与公司洽谈相关业务,预计明年将有较大增长空间。各订单确收进度各不相同,从整体来看订单收入确认有所加快,谢谢!","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/RB2025091400000337.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":["BK0251","688700"],"gpt_icon":0},{"id":"2566919929","title":"股市必读:东威科技(688700)9月11日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2566919929","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2566919929?lang=zh_cn&edition=full","pubTime":"2025-09-12 04:09","pubTimestamp":1757621353,"startTime":"0","endTime":"0","summary":"截至2025年9月11日收盘,东威科技报收于42.09元,上涨5.54%,换手率2.91%,成交量8.69万手,成交额3.61亿元。当日关注点来自交易信息汇总:9月11日主力与游资资金均呈净流入,合计达430.19万元。来自机构调研要点:公司预计今年垂直连续电镀设备订单金额将再创历史新高。来自机构调研要点:上半年利润率下滑主因无高毛利新能源设备收入确认及成本上升,下半年有望改善。公司将严格按照会计准则进行资产及信用减值计提。","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/RB2025091200003248.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","688700"],"gpt_icon":0},{"id":"2565457075","title":"每周股票复盘:东威科技(688700)海外收入占比超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2565457075","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2565457075?lang=zh_cn&edition=full","pubTime":"2025-09-07 06:54","pubTimestamp":1757199253,"startTime":"0","endTime":"0","summary":"截至2025年9月5日收盘,东威科技报收于41.0元,较上周的44.09元下跌7.01%。本周,东威科技9月2日盘中最高价报45.0元。本周关注点来自机构调研要点:公司海外收入占比由2024年同期不足10%增长至目前的20%以上。得益于PCB东南亚投资潮及AI、大数据存储等领域发展,高端板材电镀设备需求上升,公司设备出口量增加,海外收入占比由2024年同期不足10%增长至目前的20%以上。","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/RB2025090700001464.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":["688700","BK0251"],"gpt_icon":0},{"id":"2563347168","title":"每周股票复盘:东威科技(688700)Q2净利回升但中报净利降23.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563347168","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563347168?lang=zh_cn&edition=full","pubTime":"2025-08-31 14:14","pubTimestamp":1756620851,"startTime":"0","endTime":"0","summary":"截至2025年8月29日收盘,东威科技报收于44.09元,较上周的45.77元下跌3.67%。本周,东威科技8月25日盘中最高价报46.29元。股本股东变化:截至2025年6月30日,东威科技股东户数为8040户,较3月31日减少4.32%。交易信息汇总8月28日东威科技现1笔折价21.17%的大宗交易,合计成交210万元。业绩披露要点东威科技2025年中报显示,公司主营收入4.43亿元,同比上升13.07%;归母净利润4250.31万元,同比下降23.66%;扣非净利润4094.61万元,同比下降16.65%。","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/RB2025083100004845.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":["BK0251","688700"],"gpt_icon":0},{"id":"2562080806","title":"8月28日东威科技现1笔折价21.17%的大宗交易 合计成交210万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2562080806","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562080806?lang=zh_cn&edition=full","pubTime":"2025-08-28 17:49","pubTimestamp":1756374575,"startTime":"0","endTime":"0","summary":"证券之星消息,8月28日东威科技发生大宗交易,交易数据如下:大宗交易成交价格35元,相对当日收盘价折价21.17%,成交6万股,成交金额210万元,买方营业部为招商证券股份有限公司武汉中北路证券营业部,卖方营业部为中信证券股份有限公司武昌证券营业部。近三个月该股共发生1笔大宗交易,合计成交600.0手,折价成交1笔。截至2025年8月28日收盘,东威科技报收于44.4元,上涨3.16%,换手率3.19%,成交量9.52万手,成交额4.18亿元。","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/RB2025082800034598.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","688700"],"gpt_icon":0},{"id":"2562610712","title":"图解东威科技中报:第二季度单季净利润同比增长3.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2562610712","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562610712?lang=zh_cn&edition=full","pubTime":"2025-08-27 18:10","pubTimestamp":1756289427,"startTime":"0","endTime":"0","summary":"证券之星消息,东威科技2025年中报显示,公司主营收入4.43亿元,同比上升13.07%;归母净利润4250.31万元,同比下降23.66%;扣非净利润4094.61万元,同比下降16.65%;其中2025年第二季度,公司单季度主营收入2.32亿元,同比上升19.14%;单季度归母净利润2549.72万元,同比上升3.23%;单季度扣非净利润2459.4万元,同比上升20.97%;负债率42.24%,投资收益782.14万元,财务费用288.83万元,毛利率32.49%。","market":"fut","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/RB2025082700038823.shtml","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":"stockstar","symbols":["688700"],"gpt_icon":0},{"id":"2558500126","title":"算力系列报告(二):AI驱动PCB扩产提速 核心设备/耗材价值量占比提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2558500126","media":"方正证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558500126?lang=zh_cn&edition=full","pubTime":"2025-08-11 00:00","pubTimestamp":1754841600,"startTime":"0","endTime":"0","summary":"24 年PCB 行业迎来拐点,高端PCB 需求快速增长。2023 年,受全球库存压力和抑制通胀的加息影响,全球PCB 市场规模下降15%至695.17 亿美元。但随着市场库存调整、消费电子需求疲软等问题进入收尾阶段,以及AI 应用的加速演进,PCB 将进入一个新的增长周期。2024 年,全球PCB 总产值达735.65 亿美元,同比增长5.8%。台积电表示,AI 需求的增长有望以50%的复合增长率持续至2028 年。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250811170121a6df4960&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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驱动的服务器、数据存储和高速网络基础设施需求增长以及新兴应用领域的拓展为行业带来发展机遇,市场上相关高阶产品的产能供应并不充裕。风险提示行业景气度不及预期风险,宏观经济波动风险,行业竞争加剧风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810194630a6ddc243&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:47","pubTimestamp":1754632020,"startTime":"0","endTime":"0","summary":"2025年二季度,北美四大互联网厂商资本开支总计958亿美元,同比增长64%,持续保持高增态势。公司所有Azure区域均已实现\"AI优先\"部署,支持液冷技术以提升设备通用性和灵活性。我们认为液冷与AI芯片直接集成将进一步提升散热效率,在液冷技术的持续推动和普及下,有望加速液冷业务的持续放量。2)PCB设备:受益于高阶PCB需求增长,PCB设备订单增长。5)AIDC:受益于大厂capex,关注柴发等重点赛道。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080814004194d71798&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:20","pubTimestamp":1754623226,"startTime":"0","endTime":"0","summary":"东威科技股价今日大幅上涨,最新价45.68元/股,上涨5.20%。资金博弈加剧与技术迭代共振东威科技近期股价波动加剧,8月8日单日振幅达7.44%,盘中突破45元关口。截至7月30日,主力资金呈现高频切换特征,单日净流入峰值达3778万元,净流出低点至1295万元,反映机构调仓力度加大。融资盘7月23-25日突击买入0.6亿元后快速兑现,进一步催化筹码松动。中信建投给予45-50元目标价,与当前股价存在-2.3%至8.3%博弈空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808112027a6da0824&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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