背靠英伟达核心供应商，605277，曝光最新技术！

数据宝2025-07-13

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　近一周机构调研个股数量有200多只，乐鑫科技调研机构数最多。　　乐鑫科技有126家机构调研，其中包括48家基金公司、12家证券公司、15家私募、6家保险公司等。据透露，乐鑫科技二季度营收约6.8亿元，创历史新高，以往季度基本维持在5亿元出头的水平。乐鑫科技表示，首次突破6亿元，对公司来说是重要进展。　　关于净利率提升...

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　　近一周机构调研个股数量有200多只，乐鑫科技调研机构数最多。\n　　乐鑫科技有126家机构调研，其中包括48家基金公司、12家证券公司、15家私募、6家保险公司等。据透露，乐鑫科技二季度营收约6.8亿元，创历史新高，以往季度基本维持在5亿元出头的水平。乐鑫科技表示，首次突破6亿元，对公司来说是重要进展。\n　　关于净利率提升，公司表示这是典型的经营杠杆效应结果。乐鑫科技强调，公司是轻资产型，最主要的成本是研发。一旦营收上升、毛利率稳定，研发费用增速低于营收增速，就会在经营杠杆效应下带来净利率提升。二季度营收增速约30%，而研发投入增长约20%~25%，这就带来了净利率的改善。\n　　关于AI端侧芯片收入的主力产品方面，公司透露称，目前与AI应用结合较多的是ESP32-S3系列芯片。以“喵伴”为例，是乐鑫科技联合扣子开发平台与字节跳动火山引警豆包大模型推出的智能设备开源项目，双方都在各自渠道做了推广，“扣子”的抖音官方账号也有发布相关演示内容。\n\n　　豪鹏科技近一周获得111家机构调研。据透露，公司AI类别业务涵盖AIPC、AI耳机、AI眼镜、AI玩具、AI服务器（BBU）等产品。2025年上半年，PC类产品AI渗透率相对领先，其他品类的AI+端侧产品将陆续在下半年开始试产、量产。公司在细分领域的头部客户、高端产品机型的卡位将充分受益于AI的渗透率提升，AI类业务占公司营收比例将持续提升。\n　　在AI战略的资源布局上，公司采取聚焦头部品牌客户定点开发、研发资源倾斜投入重点项目的策略。市场端深入洞察，通过与头部AI+端侧客户的共研反哺市场需求响应能力。这种从标杆项目到生态复制的路径，使创新成果得以高效转化。\n　　研发端则集中精锐资源攻坚AI+端侧需求的核心痛点，聚焦能量密度跃升，结构创新瞄准极限空间下的安全冗余，材料工艺押注固态、高硅负极、叠片钢壳等前沿方向。\n\n　　从市场表现来看，近一周机构调研股平均上涨2.2%。联环药业、新亚电子、中船汉光、中亦科技等个股均涨逾20%。\n　　联环药业在调研中称，收购常乐制药着眼于战略协同、布局优化、产线互补和成本优势，以提升整体竞争力。收购龙一医药旨在拓展CS0领域业务，完善医药流通板块布局，利用其在川渝地区的市场基础和销售网络快速提升当地份额。收购后，公司通过统筹研发立项和资源分配提高效率；优化各生产基地产品布局降低成本；整合销售网络和团队实现资源共享，输出先进管理模式提升运营效率，实现全方位协同。公司注重企业文化融合促进协作。\n　　新亚电子（605277）股价频创历史新高。公司在调研中透露，经安费诺联合公司技术团队攻关，一种新型的高速铜缆押出工序制造新技术——“藕芯结构”方案获得技术专利授权，并成功导入量产。藕芯结构方案通过在绝缘层设置贯通空气孔道，利用信号在空气中传导最优的特点，无需进口设备即可实现高速铜缆制造，从工艺原理上突破了设备与原材料的双重制约。据悉，安费诺是英伟达高速连接器的核心供应商。\n\n　　中船汉光透露，公司制定有《未来股东回报规划（2023年—2025年）》，规定了“除重大投资计划或重大现金支出等特殊情况外，公司在当年盈利且累计未分配利润为正的情况下，采取现金方式分配股利，每年以现金方式分配的利润不少于合并报表当年实现的归属于上市公司股东的可分配利润的30%”。\n\n　　声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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