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计算机、通信和其他电子设备制造业----盈利情况
>>点击查看历史利润表
>>点击查看历史盈利面
行业个股平均利润率：3.05%盈利面：67.95%
代码名称财报日期每股收益净利润(万)营业收入(万)利润率
300456赛微电子2026-06-303.69267512.4517837.311499.73%
688123聚辰股份2026-06-303.3152933.6960192.1787.94%
600345长江通信2026-06-301.3522767.2829201.5577.96%
688381帝奥微2026-06-300.6013854.2222885.3160.53%
688498源杰科技2026-06-304.8951444.3892515.0555.60%
688110东芯股份2026-06-301.5068560.84149696.0045.80%
301308江波龙2026-06-3025.201071764.952408836.3344.49%
301707展芯股份2026-06-300.3914337.9432662.7243.89%
300628亿联网络2026-06-301.20144489.93334929.1743.14%
688525佰维存储2026-06-3015.28663254.481557494.3442.58%
603986兆易创新2026-06-309.83488303.351156576.0442.21%
300394天孚通信2026-06-301.11118626.35282793.8741.94%
301566达利凯普2026-06-300.3010215.8724479.8441.73%
688008澜起科技2026-06-301.69132247.85333549.7539.64%
920641格利尔2026-06-301.242569600.007061700.0036.38%
920876慧为智能2026-06-301.242569600.007061700.0036.38%
920971天马新材2026-06-301.242569600.007061700.0036.38%
920857泓禧科技2026-06-301.242569600.007061700.0036.38%
920374云里物里2026-06-301.242569600.007061700.0036.38%
920640富士达2026-06-301.242569600.007061700.0036.38%
920005鼎佳精密2026-06-301.242569600.007061700.0036.38%
920012创达新材2026-06-301.242569600.007061700.0036.38%
920161龙辰科技2026-06-301.242569600.007061700.0036.38%
300502新易盛2026-06-305.41751073.882090974.7035.91%
001309德明利2026-06-3026.76601711.501691055.8935.58%
300308中际旭创2026-06-3012.311473342.684177786.1835.26%
688809强一股份2026-06-301.7221991.6262414.6435.23%
688150莱特光电2026-06-300.2710557.8430663.7534.43%
300390天华新能2026-06-302.76260026.95778006.5433.42%
688635长进光子2026-06-300.423145.649675.7032.51%
601869长飞光纤2026-06-303.56318642.15980896.2232.48%
002296辉煌科技2026-06-300.3011836.2937216.1131.80%
688270ST臻镭2026-06-300.256975.9021953.3831.77%
300548长芯博创2026-06-301.1052857.87168844.5831.30%
002414高德红外2026-06-300.32131420.43421550.5231.17%
603893瑞芯微2026-06-302.0485902.89287652.8229.86%
300223君正股份2026-06-302.48116622.52395726.3429.47%
603025大豪科技2026-06-300.4853353.52182957.9529.16%
605118力鼎光电2026-06-300.4316475.5157411.1328.69%
300831ST派瑞2026-06-300.072319.758195.1928.30%
301666大普微2026-06-303.28133073.51472224.3628.18%
300408三环集团2026-06-301.01180938.47642333.1828.16%
688002睿创微纳2026-06-302.72123277.76439662.1728.03%
688019安集科技2026-06-302.3842576.43152635.9627.89%
920183海菲曼2026-06-300.803640.0113080.6927.82%
688093世华科技2026-06-300.4411144.3040232.1427.69%
002972科安达2026-06-300.194697.3517117.4327.44%
301536星宸科技2026-06-302.0571158.69265781.2726.77%
688416恒烁股份2026-06-301.3113475.9152841.3525.50%
688522纳睿雷达2026-06-300.155840.6523442.4424.91%
300476胜宏科技2026-06-303.14285677.891162936.7324.56%
688230芯导科技2026-06-300.645632.9523188.9024.29%
688486龙迅股份2026-06-300.447208.3829840.8424.15%
300458全志科技2026-06-300.4945531.85188844.2624.11%
688380中微半导2026-06-300.4317162.2372577.3723.64%
688582芯动联科2026-06-300.093647.7115660.1223.29%
920976视声智能2026-06-300.533767.1116498.3522.83%
002222福晶科技2026-06-300.3816468.7472389.6122.75%
002636金安国纪2026-06-301.0577041.58339850.6522.66%
001389广合科技2026-06-302.1495558.82438826.0221.77%
300127银河磁体2026-06-300.3611736.2054298.5121.61%
300726宏达电子2026-06-300.5519571.8691019.8821.50%
600563法拉电子2026-06-302.5958213.72276369.9621.06%
688313仕佳光子2026-06-300.7031478.47149549.0821.04%
688797臻宝科技2026-06-300.9210171.4448352.8521.03%
688766普冉股份2026-06-305.5882455.40395929.2020.82%
002049紫光国微2026-06-300.9570757.04344342.9420.54%
002463沪电股份2026-06-301.52279452.591368942.7520.41%
688401路维光电2026-06-300.7513622.4166807.2020.39%
688183生益电子2026-06-301.35111063.01578353.9119.20%
002709天赐材料2026-06-301.41280747.281470950.0819.08%
300811铂科新材2026-06-300.5622329.93118311.0318.87%
688603天承科技2026-06-300.495767.1230638.2418.82%
688049炬芯科技2026-06-300.6210823.2657635.5118.77%
301589诺瓦星云2026-06-303.7333131.64176484.7918.77%
688385复旦微电2026-06-301.0341181.04222549.4118.50%
688100威胜信息2026-06-300.4119673.30106673.9618.44%
920950迅安科技2026-06-300.292137.3911677.6018.30%
688591泰凌微2026-06-300.429873.8854059.5518.26%
603390通达电气2026-06-300.217274.6739912.1618.22%
688668鼎通科技2026-06-301.3218522.43102914.5917.99%
688041海光信息2026-06-300.78163141.17909902.0817.92%
920189康美特2026-06-300.414942.6727875.7517.73%
603005晶方科技2026-06-300.2011859.9767648.3117.53%
920395朗鸿科技2026-06-300.071115.396380.5917.48%
688233神工股份2026-06-300.243768.7721640.5617.41%
002947恒铭达2026-06-300.9923937.98137658.7517.38%
003031中瓷电子2026-06-300.8937989.25221080.1017.18%
688548广钢气体2026-06-300.1922896.42133314.8617.17%
301687新广益2026-06-300.415488.0731972.5217.16%
688146中船特气2026-06-300.6632636.02190428.1417.13%
301183东田微2026-06-301.098591.0450180.1917.12%
300373扬杰科技2026-06-301.4275697.20451509.7216.76%
600562国睿科技2026-06-300.2428926.01172650.3016.75%
920045蘅东光2026-06-303.2030240.77180537.0816.75%
688636智明达2026-06-300.314947.4929679.4416.66%
605111新洁能2026-06-300.5619380.13116738.8816.60%
301458钧崴电子2026-06-300.287222.0943636.4916.55%
688138清溢光电2026-06-300.3810812.2965361.2616.54%
002415海康威视2026-06-300.86771194.874682253.7816.47%
300570太辰光2026-06-300.7816431.53100091.1516.41%
301611珂玛科技2026-06-300.239638.9259221.3616.27%
688208道通科技2026-06-300.6643260.47265972.1216.26%
300661圣邦股份2026-06-300.6842174.13259542.5616.24%
300346南大光电2026-06-300.3722099.86136840.5416.15%
920110雷特科技2026-06-300.371453.319381.1815.49%
301630同宇新材2026-06-302.1211625.7875696.3715.35%
600183生益科技2026-06-301.36290770.241902561.1815.28%
920346威贸电子2026-06-300.272191.1814552.2715.05%
301571国科天成2026-06-300.5610033.8266660.9415.05%
600601方正科技2026-06-300.1455644.03369999.3415.03%
003026中晶科技2026-06-300.223997.2826780.7014.92%
002351漫步者2026-06-300.2418732.13126792.9714.77%
300857协创数据2026-06-303.80184603.941252256.4914.74%
002236大华股份2026-06-300.73244893.301670369.4314.66%
002916深南电路2026-06-303.32223917.251529636.1414.63%
001232嘉立创2026-06-302.06103034.89717285.1114.36%
002077大港股份2026-06-300.093326.5523317.0414.26%
688667菱电电控2026-06-301.236454.4345455.1314.19%
300627华测导航2026-06-300.4327194.57192875.5114.09%
300623捷捷微电2026-06-300.3629688.89211386.4514.04%
920526凯华材料2026-06-300.11880.806284.2614.01%
688665四方光电2026-06-300.807596.1354203.1614.01%
688530欧莱新材2026-06-300.437008.2550758.6113.80%
002925盈趣科技2026-06-300.4535113.53255166.9513.76%
301328维峰电子2026-06-300.335692.9341397.8413.75%
688372伟测科技2026-06-301.0114575.19107185.9813.59%
002273水晶光电2026-06-300.3846856.95347817.6513.47%
688432有研硅2026-06-300.118883.4666480.6913.36%
002017东信和平2026-06-300.158664.9565002.9413.33%
688475萤石网络2026-06-300.5240023.47300709.0813.30%
301600慧翰股份2026-06-300.507769.0758962.3813.17%
300590移为通信2026-06-300.197917.1860368.4213.11%
002289宇顺电子2026-06-301.007171.7054712.3613.10%
603659璞泰来2026-06-300.69131202.081011470.4712.97%
688025杰普特2026-06-302.0619265.89148701.8412.95%
688209英集芯2026-06-300.2410360.6680861.0212.81%
688820盛合晶微2026-06-300.2743587.57340683.1412.79%
301608博实结2026-06-300.9411639.2191031.0012.78%
300620光库科技2026-06-300.6013145.12103166.2212.74%
300139晓程科技2026-06-300.203994.1431475.0512.68%
300672国科微2026-06-300.9017461.05137757.2412.67%
300629新劲刚2026-06-300.122860.0722584.9712.66%
688545兴福电子2026-06-300.3411957.8796642.6812.37%
001339智微智能2026-06-301.1937244.51304959.3212.21%
688721龙图光罩2026-06-300.131660.4213641.7012.17%
001285瑞立科密2026-06-301.0316349.10134558.1612.15%
301419阿莱德2026-06-300.192929.0424544.4311.93%
002130沃尔核材2026-06-300.4255100.33465309.1811.84%
603083剑桥科技2026-06-300.9331949.21270500.7711.81%
002484江海股份2026-06-300.4637199.26315075.9811.80%
301086鸿富瀚2026-06-300.586952.0958888.3011.80%
300802矩子科技2026-06-300.235593.0847534.0011.76%
600288大恒科技2026-06-300.189849.2984412.0611.66%
600363联创光电2026-06-300.3715434.18132400.2411.65%
688195腾景科技2026-06-300.284967.3942939.2711.56%
603267鸿远电子2026-06-300.9510676.8292325.6211.56%
301275汉朔科技2026-06-300.8033558.66290674.8111.54%
300701森霸传感2026-06-300.132074.1217968.1311.54%
688213思特威2026-06-301.3152842.90459971.2911.48%
603019中科曙光2026-06-300.6684406.23746581.0211.30%
600888新疆众和2026-06-300.3646013.17408537.2811.26%
002138顺络电子2026-06-300.5743359.17385850.2611.23%
688608恒玄科技2026-06-300.7215075.99135118.6011.15%
688080映翰通2026-06-300.513513.7531566.7811.13%
300843胜蓝股份2026-06-300.7912510.55112951.5711.07%
300566激智科技2026-06-300.4411926.30108119.3711.03%
000733振华科技2026-06-300.4424600.50224182.8810.97%
688182灿勤科技2026-06-300.146461.9759918.6710.78%
002384东山精密2026-06-301.62298463.052779768.4010.73%
688519南亚新材2026-06-302.0245292.02422365.5510.72%
688375国博电子2026-06-300.169415.3888606.4410.62%
003015日久光电2026-06-300.133374.6931991.1010.54%
603160汇顶科技2026-06-300.5521619.69206285.0510.48%
688629华丰科技2026-06-300.3213069.96126058.7810.36%
688268华特气体2026-06-300.788994.4287238.9110.31%
300046台基股份2026-06-300.142205.1221853.6610.09%
301531春光集团2026-06-300.417494.5874452.5410.06%
301280珠城科技2026-06-300.6912311.43122496.9210.05%
300042朗科科技2026-06-300.479691.9196625.0510.03%
002052同洲电子2026-06-300.021196.4212126.059.86%
600980北矿科技2026-06-300.366373.0365739.509.69%
300835龙磁科技2026-06-300.626968.4871974.749.68%
002179中航光电2026-06-300.53108383.421123960.959.64%
301628强达电路2026-06-300.765641.0358882.099.58%
000988华工科技2026-06-301.1874698.45782175.919.55%
300270中威电子2026-06-300.03687.487211.099.53%
300531优博讯2026-06-300.309212.3098579.259.34%
688322奥比中光2026-06-300.104078.6243760.599.32%
300743天地数码2026-06-300.454423.2047821.479.24%
002983芯瑞达2026-06-300.234710.0151000.699.23%
300847中船汉光2026-06-300.195450.5559112.139.22%
603380易德龙2026-06-300.7211615.58126499.459.18%
920491奥迪威2026-06-300.212905.1831760.059.14%
688620安凯微2026-06-300.103985.2543579.449.14%
600360华微电子2026-06-300.1211789.23132587.908.89%
688181八亿时空2026-06-300.344177.0447005.208.88%
603501豪威集团2026-06-300.97124245.571402456.098.85%
300976达瑞电子2026-06-300.8815076.98172603.168.73%
002859洁美科技2026-06-300.3210128.75116861.678.66%
300866安克创新2026-06-303.17143877.521660500.888.66%
002281光迅科技2026-06-300.7356799.61660967.088.59%
002835同为股份2026-06-300.255129.7159809.808.57%
301358湖南裕能2026-06-303.62295800.553487733.028.48%
301366一博科技2026-06-300.316005.0070879.288.47%
300708聚灿光电2026-06-300.087505.2289537.828.38%
000636风华高科2026-06-300.2528760.65349979.688.21%
300079数码视讯2026-06-300.022269.8027633.318.21%
600237铜峰电子2026-06-300.085345.5665081.328.21%
002920德赛西威2026-06-302.10122188.091490095.068.20%
603115海星股份2026-06-300.4311068.81135602.848.16%
002960青鸟智控2026-06-300.1316359.85202107.068.09%
002185华天科技2026-06-300.2584812.921051062.768.06%
920357雅葆轩2026-06-300.282860.1835599.068.03%
301389隆扬电子2026-06-300.152722.6834134.577.97%
688535华海诚科2026-06-300.283669.2446877.557.82%
300679电连技术2026-06-300.4920365.60262054.947.77%
688981中芯国际2026-06-300.56299360.503863511.507.74%
002552宝鼎科技2026-06-300.3516595.11215723.347.69%
301165锐捷网络2026-06-300.6267705.83883187.507.66%
603678火炬电子2026-06-300.5123572.41310727.227.58%
300666江丰电子2026-06-301.9820598.19273730.967.52%
688159有方科技2026-06-300.817245.7096970.727.47%
688662富信科技2026-06-300.202185.7829263.787.46%
688035德邦科技2026-06-300.486382.8487995.827.25%
920198微创光电2026-06-300.02387.065357.887.22%
301606绿联科技2026-06-301.0442045.68582050.957.22%
603228景旺电子2026-06-300.6161084.87861147.927.09%
600353旭光电子2026-06-300.096480.9091609.737.07%
300576容大感光2026-06-300.104005.1357222.566.99%
301157华塑科技2026-06-300.25883.5912803.886.90%
001399惠科股份2026-06-300.28141410.412051579.386.89%
603738泰晶科技2026-06-300.133751.4554562.606.87%
688800瑞可达2026-06-300.3910628.52154780.686.86%
002841视源股份2026-06-302.2198185.951438871.206.82%
603989艾华集团2026-06-300.4315424.49227011.956.79%
688689银河微电2026-06-300.384152.3061136.366.79%
688396华润微2026-06-300.5441428.00612847.106.75%
300964本川智能2026-06-300.314127.0461136.016.75%
689009九号公司2026-06-3014.0096851.701435784.446.74%
002635安洁科技2026-06-300.2516389.51243083.366.74%
300602飞荣达2026-06-300.4324988.24370878.456.73%
301479弘景光电2026-06-300.495580.0683207.426.70%
300852四会富仕2026-06-300.558171.82123262.336.62%
605258协和电子2026-06-300.322837.0443011.896.59%
600171上海贝岭2026-06-300.1610576.58160593.046.58%
000576甘化科工2026-06-300.083370.5651356.136.56%
301489思泉新材2026-06-300.303403.9352075.346.53%
300747锐科激光2026-06-300.2812425.33190972.456.50%
300319麦捷科技2026-06-300.1712913.01198487.906.50%
301491汉桑科技2026-06-300.414890.3275637.836.46%
300327中颖电子2026-06-300.214658.8872222.456.45%
600884杉杉股份2026-06-300.3977986.271213033.336.42%
605058澳弘电子2026-06-300.464809.4677304.626.22%
003019宸展光电2026-06-300.527883.83127281.456.19%
002446盛路通信2026-06-300.043579.8458746.676.09%
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002937兴瑞科技2026-06-300.235854.6698006.805.97%
300790宇瞳光学2026-06-300.2310643.59178190.935.97%
300504天邑股份2026-06-300.204776.6780437.105.93%
688720艾森股份2026-06-300.182045.0534605.335.90%
603072天和磁材2026-06-300.307513.66129178.265.81%
002729好利科技2026-06-300.081311.5422686.635.78%
002888惠威科技2026-06-300.05680.0811778.775.77%
920036觅睿科技2026-06-300.442083.7536240.415.74%
301002崧盛股份2026-06-300.283345.5058716.255.69%
603186华正新材2026-06-301.1416653.01295990.485.62%
301319唯特偶2026-06-300.295175.5493432.325.53%
002876三利谱2026-06-300.4012027.27222696.025.40%
688307中润光学2026-06-300.262166.0140418.545.35%
002881美格智能2026-06-300.3810690.76202452.645.28%
920914远航精密2026-06-300.313110.6059530.275.22%
002938鹏鼎控股2026-06-300.5689227.721721717.155.18%
301217铜冠铜箔2026-06-300.2620732.20402112.155.15%
688696极米科技2026-06-301.228227.29160597.855.12%
002906华阳集团2026-06-300.7634618.20692308.795.00%
002577雷柏科技2026-06-300.051119.3822933.924.88%
603293埃泰克2026-06-300.638674.00177897.374.87%
300939秋田微2026-06-300.293082.8864039.424.81%
002213大为股份2026-06-300.103120.5566640.394.68%
002156通富微电2026-06-301.1374746.131604101.994.65%
603328依顿电子2026-06-300.119826.49211080.724.65%
001308康冠科技2026-06-300.4532653.50708471.244.60%
301318维海德2026-06-300.131467.4131923.534.59%
301678新恒汇2026-06-300.142743.6759750.514.59%
688143长盈通2026-06-300.12973.6821633.694.50%
301631壹连科技2026-06-301.0113012.16289639.294.49%
688653康希通信2026-06-300.071764.2639502.554.46%
300073当升科技2026-06-300.9646317.861047528.984.42%
300563神宇股份2026-06-300.121898.1943130.614.40%
301329信音电子2026-06-300.242764.9762834.714.40%
002134天津普林2026-06-300.184139.9794388.014.38%
603327福蓉科技2026-06-300.076345.14145694.274.35%
301251威尔高2026-06-300.234259.9997944.624.34%
002119康强电子2026-06-300.176607.00152623.244.32%
302132中航成飞2026-06-300.2765074.501516721.364.29%
300698万马科技2026-06-300.131732.4240876.964.23%
600584长电科技2026-06-300.4782204.981952722.334.20%
688036传音控股2026-06-301.54148031.133543143.314.17%
300241瑞丰光电2026-06-300.084468.42107276.574.16%
301042安联锐视2026-06-300.201304.5331602.324.12%
301511德福科技2026-06-300.4237915.56919656.184.12%
601138工业富联2026-06-301.202298412.3055786064.504.12%
688205德科立2026-06-300.482220.1054506.954.07%
300389艾比森2026-06-300.398009.99197296.524.05%
603933睿能科技2026-06-300.326344.50156348.714.05%
301282金禄电子2026-06-300.275423.41133987.464.04%
300331苏大维格2026-06-300.194182.30103496.214.04%
000823超声电子2026-06-300.2113453.11335132.764.01%
301132满坤科技2026-06-300.303763.4594238.363.99%
920809安达科技2026-06-300.2213387.97336479.843.97%
300711广哈通信2026-06-300.04986.8825165.373.92%
002429兆驰股份2026-06-300.0935080.25917981.273.82%
603236移远通信2026-06-301.4958222.701525946.773.81%
300516久之洋2026-06-300.05752.1819789.593.80%
001314亿道信息2026-06-301.3810334.40274574.283.76%
301150中一科技2026-06-300.5114709.54393883.683.73%
300136信维通信2026-06-300.1615052.49403195.103.73%
600460士兰微2026-06-300.3127074.34726192.763.72%
688135利扬芯片2026-06-300.071306.2935632.853.66%
688103国力电子2026-06-300.332566.4670704.163.62%
002402和而泰2026-06-300.2620305.82568068.273.57%
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002025航天电器2026-06-300.2811636.90326983.673.55%
000100TCL科技2026-06-300.19313988.148868690.503.54%
603042华脉科技2026-06-300.091394.6639405.713.53%
688683莱尔科技2026-06-300.162482.7470493.493.52%
001388信通电子2026-06-300.091442.5241162.473.50%
600764中国海防2026-06-300.084498.86128596.693.49%
002885京泉华2026-06-300.266629.95193247.263.43%
002475立讯精密2026-06-301.08596187.7917450433.593.41%
002815崇达技术2026-06-300.1214782.76433012.943.41%
600060海信视像2026-06-300.9294361.182824006.103.34%
300739明阳电路2026-06-300.133813.26114666.173.32%
688347华虹宏力2026-06-300.2331592.23957426.693.29%
301045天禄科技2026-06-300.11874.3726783.533.26%
002897意华股份2026-06-300.529341.28286332.023.26%
002106莱宝高科2026-06-300.139351.98286947.473.25%
603068博通集成2026-06-300.332073.2663863.693.24%
300414中光防雷2026-06-300.04847.0426683.363.17%
002587奥拓电子2026-06-300.021310.3841558.483.15%
002436兴森科技2026-06-300.0712474.59403783.233.08%
301626苏州天脉2026-06-300.171725.6355902.213.08%
002935天奥电子2026-06-300.02924.5630251.533.05%
002376新北洋2026-06-300.074792.58157390.233.04%
301379天山电子2026-06-300.122884.8594870.833.04%
688584上海合晶2026-06-300.041800.5459303.873.03%
300814中富电路2026-06-300.203533.36117207.603.01%
300752隆利科技2026-06-300.102368.1779373.832.98%
000938紫光股份2026-06-300.76187356.636351582.412.94%
000725京东方A2026-06-300.14300825.1910313238.292.91%
601231环旭电子2026-06-300.3578894.682733636.602.88%
603106恒银科技2026-06-300.01322.7511210.552.87%
000977浪潮信息2026-06-302.01241879.978437872.722.86%
603890春秋电子2026-06-300.166295.59219878.492.86%
002137实益达2026-06-300.061023.0936214.802.82%
002241歌尔股份2026-06-300.42111567.664004629.272.78%
301330熵基科技2026-06-300.343039.56109842.712.76%
300909汇创达2026-06-300.152258.4781662.472.76%
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688533上声电子2026-06-300.243926.64142440.072.75%
300657弘信电子2026-06-300.268947.12337579.212.65%
300303聚飞光电2026-06-300.064430.05167760.252.64%
002913奥士康2026-06-300.267871.23298654.112.63%
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002396星网锐捷2026-06-300.4927416.361072893.572.55%
000810创维数字2026-06-300.1413597.96537118.342.53%
002079苏州固锝2026-06-300.096482.37257294.752.51%
300296利亚德2026-06-300.037222.25286663.482.51%
001229魅视科技2026-06-300.03265.2210531.642.51%
301041金百泽2026-06-300.111000.8740217.082.48%
301191菲菱科思2026-06-300.362496.05101041.912.47%
002952亚世光电2026-06-300.091155.6447176.522.44%
688388嘉元科技2026-06-300.5818152.74751252.182.41%
603290斯达半导2026-06-300.274615.45192775.122.39%
002782可立克2026-06-300.146639.67280887.982.36%
688655迅捷兴2026-06-300.111212.1151879.542.33%
003028振邦智能2026-06-300.121671.5371925.142.32%
603124江南新材2026-06-301.1015104.26679047.802.22%
600525长园集团2026-06-300.038473.72381621.402.22%
688249晶合集成2026-06-300.1313062.58595667.362.19%
600552凯盛科技2026-06-300.076556.82311112.132.10%
301488豪恩汽电2026-06-300.332487.91118636.912.09%
300647超频三2026-06-300.041312.5163432.812.06%
300433蓝思科技2026-06-300.1158620.032886638.562.03%
300088长信科技2026-06-300.059849.17488115.882.01%
600776东方通信2026-06-300.262310.76116625.371.98%
002151北斗星通2026-06-300.082445.11123538.071.97%
000970中科三环2026-06-300.047067.60361377.211.95%
002655共达电声2026-06-300.041402.6471747.651.95%
920981晶赛科技2026-06-300.11825.9442444.111.94%
300582英飞特2026-06-300.072154.50114870.601.87%
000801四川九洲2026-06-300.084861.06259562.671.87%
603002宏昌电子2026-06-300.033939.15218607.111.80%
603296华勤技术2026-06-302.07167594.669371908.291.78%
603920世运电路2026-06-300.125231.50301313.791.73%
301391卡莱特2026-06-300.14548.4031660.961.73%
300940南极光2026-06-300.03471.5627781.931.69%
688609九联科技2026-06-300.072426.69144179.661.68%
301567贝隆精密2026-06-300.06317.7319164.151.65%
002962五方光电2026-06-300.051001.9361870.151.61%
301189奥尼电子2026-06-300.101454.2390691.321.60%
301176逸豪新材2026-06-300.131996.81126444.451.57%
300322硕贝德2026-06-300.052456.04155561.561.57%
600118中国卫星2026-06-300.032934.27188531.711.55%
002600领益智造2026-06-300.1138876.712514913.371.54%
600498烽火通信2026-06-300.1418803.931237635.841.51%
300219鸿利智汇2026-06-300.063413.26226686.541.50%
301152天力锂能2026-06-300.141779.74121538.461.46%
920190雷神科技2026-06-300.202073.53144528.931.43%
603118共进股份2026-06-300.096820.99482125.951.41%
605358立昂微2026-06-300.122925.07209426.391.39%
300842帝科股份2026-06-300.2616247.621166430.621.39%
301141中科磁业2026-06-300.07579.7842776.471.35%
688593新相微2026-06-300.01409.4731202.801.31%
300709精研科技2026-06-300.082098.69160581.891.30%
603496恒为科技2026-06-300.07535.6742950.851.24%
300213佳讯飞鸿2026-06-300.01398.9233965.061.17%
002583海能达2026-06-300.022642.21226150.231.16%
688216气派科技2026-06-300.11593.1051790.751.14%
002866传艺科技2026-06-300.071176.26104002.901.13%
688549中巨芯2026-06-300.01845.2279875.521.05%
300638广和通2026-06-300.073911.77377817.541.03%
002180奔图科技2026-06-300.064643.42456420.981.01%
920821则成电子2026-06-300.01177.0519125.910.92%
688503聚和材料2026-06-30-0.379630.721060212.210.90%
301578辰奕智能2026-06-300.05389.5447119.740.82%
002981朝阳科技2026-06-300.06651.0880363.920.81%
600707彩虹股份2026-06-300.034394.46556346.590.78%
688798艾为电子2026-06-300.411055.62135042.920.78%
301486致尚科技2026-06-300.09524.4868271.410.76%
301321翰博高新2026-06-300.121540.86201069.780.76%
920212智新电子2026-06-300.02183.8525080.330.73%
301348蓝箭电子2026-06-300.01297.3042178.150.70%
688552航天南湖2026-06-300.01282.1640058.440.70%
300735光弘科技2026-06-300.073086.51447036.530.69%
300689澄天伟业2026-06-300.02173.4125516.330.67%
301413安培龙2026-06-300.03374.1259341.500.63%
002217ST合力泰2026-06-300.00586.8493558.310.62%
002313日海智能2026-06-300.04786.50145781.460.53%
002055ST得润2026-06-300.101008.11215424.180.46%
688184ST帕瓦2026-06-300.28201.2045485.750.44%
300077国民技术2026-06-300.01365.7290608.030.40%
920701豪声电子2026-06-300.01134.0436888.360.36%
603375盛景微2026-06-300.0363.7519383.940.32%
301205联特科技2026-06-300.07190.7069624.330.27%
002388新亚制程2026-06-30-0.02219.4793485.010.23%
301503智迪科技2026-06-300.03203.9288526.600.23%
600203福日电子2026-06-300.141524.30792300.250.19%
300870欧陆通2026-06-300.05400.28250891.130.15%
300691联合光电2026-06-300.03166.74104934.710.15%
300115长盈精密2026-06-300.011403.461072940.630.13%
301106骏成科技2026-06-300.0747.0548241.750.09%
688261东微半导2026-06-300.8768.9273643.340.09%
600839四川长虹2026-06-300.365174.565827430.170.08%
301123奕东电子2026-06-300.04105.06141303.300.07%
300102乾照光电2026-06-300.1062.7689009.350.07%
002845同兴达2026-06-300.03216.07508400.340.04%
300822贝仕达克2026-06-300.05-7.8233636.26-0.02%
002993奥海科技2026-06-300.17-1296.04792325.62-0.16%
688775影石创新2026-06-300.08-1533.92551654.68-0.27%
300455航天智装2026-06-300.00-104.1436707.76-0.28%
002512ST达华2026-06-300.03-356.30114914.32-0.31%
301314科瑞思2026-06-300.06-31.199802.77-0.31%
688362甬矽电子2026-06-300.10-1037.86241141.43-0.43%
600130波导股份2026-06-300.01-116.5626515.00-0.43%
301135瑞德智能2026-06-30-0.03-361.7379998.02-0.45%
002681奋达科技2026-06-300.00-661.21134666.51-0.49%
300916朗特智能2026-06-300.04-379.8474402.17-0.51%
603341龙旗科技2026-06-300.48-10081.991866130.41-0.54%
002194武汉凡谷2026-06-300.00-462.6869623.99-0.66%
002519银河电子2026-06-300.00-299.5044148.06-0.67%
300884狄耐克2026-06-300.12-223.8431542.85-0.70%
688728格科微2026-06-300.00-3114.24415277.69-0.74%
603386骏亚科技2026-06-30-0.03-1218.77134926.51-0.90%
603803瑞斯康达2026-06-30-0.01-621.7665592.28-0.94%
920267鑫汇科2026-06-30-0.07-289.4124680.73-1.17%
688403汇成股份2026-06-300.01-1145.1595863.18-1.19%
002848高斯贝尔2026-06-30-0.03-420.3633006.71-1.27%
300065海兰信2026-06-300.01-345.4024582.77-1.40%
688469芯联集成2026-06-300.03-6512.96456221.94-1.42%
300793佳禾智能2026-06-300.01-1848.33113729.95-1.62%
002902铭普光磁2026-06-30-0.07-1872.56106316.02-1.76%
000727冠捷科技2026-06-30-0.09-48086.282663925.91-1.80%
688661和林微纳2026-06-30-0.04-759.7541093.98-1.84%
688387信科移动2026-06-30-0.01-4793.49253953.08-1.88%
301387光大同创2026-06-30-0.15-1779.1488454.08-2.01%
002955鸿合科技2026-06-300.05-2874.20142202.55-2.02%
300351永贵电器2026-06-30-0.04-2408.05113655.44-2.11%
300120经纬辉开2026-06-30-0.07-3924.70176840.47-2.21%
920199倍益康2026-06-30-0.04-272.5812155.07-2.24%
300232洲明科技2026-06-300.03-8466.86355079.44-2.38%
688220翱捷科技2026-06-300.21-5867.06245127.51-2.39%
688048长光华芯2026-06-300.17-1038.4439102.39-2.65%
600775南京熊猫2026-06-30-0.03-3583.69133912.91-2.67%
688618三旺通信2026-06-300.00-457.9715431.40-2.96%
002045国光电器2026-06-30-0.13-10050.64327191.21-3.07%
688484南芯科技2026-06-30-0.10-4843.21154638.52-3.13%
688601力芯微2026-06-30-0.03-1314.7241955.71-3.13%
300787海能实业2026-06-30-0.05-5668.76180299.72-3.14%
300323华灿光电2026-06-300.00-13306.27418219.43-3.18%
300543朗科智能2026-06-30-0.08-2824.1688290.05-3.19%
002413雷科防务2026-06-30-0.01-1805.6756137.39-3.21%
920008成电光信2026-06-30-0.04-230.796924.08-3.33%
600666奥瑞德2026-06-300.00-1038.2230334.26-3.42%
300956英力股份2026-06-30-0.15-3227.4994022.21-3.43%
002806华锋股份2026-06-30-0.10-2008.6858235.90-3.44%
300903科翔股份2026-06-30-0.15-7527.85212869.38-3.53%
300101振芯科技2026-06-30-0.02-1216.2334033.61-3.57%
002449国星光电2026-06-30-0.08-4861.27134799.53-3.60%
300686智动力2026-06-30-0.06-2419.5466271.70-3.65%
301180万祥科技2026-06-30-0.06-2508.0868312.17-3.67%
603936博敏电子2026-06-30-0.08-6935.16186435.50-3.71%
002992宝明科技2026-06-30-0.12-2181.6755737.73-3.91%
688288鸿泉技术2026-06-30-0.13-1436.6136225.53-3.96%
000066中国长城2026-06-300.10-31601.37795805.17-3.97%
600151航天机电2026-06-30-0.01-5869.16147660.82-3.97%
002792通宇通讯2026-06-30-0.04-2321.5158237.48-3.98%
300397天和防务2026-06-30-0.03-1280.3632029.78-3.99%
688458美芯晟2026-06-30-0.05-1189.9827793.81-4.28%
301516中远通2026-06-30-0.07-2114.3446011.43-4.59%
300936中英科技2026-06-30-0.05-666.5514453.38-4.61%
605218伟时电子2026-06-30-0.22-5266.01113285.40-4.64%
301622英思特2026-06-30-0.23-3125.3065974.73-4.73%
688711宏微科技2026-06-300.02-3534.8473801.71-4.78%
002456欧菲光2026-06-30-0.13-37568.31784079.34-4.79%
300220金运激光2026-06-30-0.03-554.8411481.81-4.83%
600100同方股份2026-06-30-0.03-23253.74474055.16-4.90%
688596正帆科技2026-06-30-0.17-11039.27222988.98-4.95%
000050深天马A2026-06-30-0.30-88018.371669083.01-5.27%
000016*ST康佳A2026-06-30-0.07-20924.41385157.14-5.43%
300951博硕科技2026-06-30-0.19-3876.1070855.67-5.47%
600435北方导航2026-06-30-0.03-5168.2392987.45-5.55%
002660茂硕电源2026-06-30-0.09-3528.1163284.86-5.57%
920139华岭股份2026-06-30-0.03-889.1915930.14-5.58%
301383天键股份2026-06-30-0.28-4963.0688082.80-5.63%
000509华塑控股2026-06-30-0.02-2105.3936078.14-5.83%
688592司南导航2026-06-30-0.05-1041.6817200.27-6.05%
300162雷曼光电2026-06-30-0.07-3179.4450951.52-6.24%
603052可川科技2026-06-30-0.15-2843.2644904.66-6.33%
300991创益通2026-06-30-0.12-1837.2828677.11-6.40%
002579中京电子2026-06-30-0.15-9522.35147415.48-6.45%
002383合众思壮2026-06-30-0.05-3933.6460552.83-6.49%
301577美信科技2026-06-30-0.43-1943.7527873.09-6.97%
603175超颖电子2026-06-30-0.44-20444.28291204.36-7.02%
001373翔腾新材2026-06-30-0.33-2307.2932449.81-7.11%
002199东晶电子2026-06-30-0.07-2385.6533051.49-7.21%
300546雄帝科技2026-06-30-0.08-1653.2422557.95-7.32%
300565科信技术2026-06-30-0.10-2468.0132857.26-7.51%
301067显盈科技2026-06-30-0.20-2075.1427032.11-7.67%
688439振华风光2026-06-30-0.04-2363.0730376.35-7.77%
600703三安光电2026-06-30-0.02-50422.09646756.30-7.79%
603633徕木股份2026-06-30-0.14-6431.7382012.73-7.84%
300552万集科技2026-06-30-0.15-3869.9648793.46-7.93%
600877电科芯片2026-06-30-0.01-2916.0736296.06-8.03%
300256星星科技2026-06-30-0.01-5355.9265157.72-8.21%
603528多伦科技2026-06-30-0.05-1891.3722413.65-8.43%
301326捷邦科技2026-06-30-0.64-5103.6160296.80-8.46%
688489三未信安2026-06-30-0.07-1857.5520944.00-8.86%
002506协鑫集成2026-06-30-0.07-41455.39463974.40-8.93%
688595芯海科技2026-06-30-0.27-3983.0243533.31-9.14%
688286敏芯股份2026-06-30-0.26-2284.4824707.88-9.24%
002369卓翼科技2026-06-30-0.12-7542.0879479.87-9.48%
688234天岳先进2026-06-30-0.12-8733.8491364.65-9.55%
688153唯捷创芯2026-06-30-0.22-9551.8697427.22-9.80%
605588冠石科技2026-06-30-0.63-6305.3462363.55-10.11%
002855捷荣技术2026-06-30-0.16-6260.6060378.48-10.36%
002189中光学2026-06-30-0.28-7742.3372511.32-10.67%
300128锦富技术2026-06-30-0.09-14202.34132496.36-10.71%
300134大富科技2026-06-30-0.15-13945.48128866.57-10.82%
300968格林精密2026-06-30-0.18-7605.3570157.90-10.84%
688061灿瑞科技2026-06-30-0.21-3340.8430760.00-10.86%
603773沃格光电2026-06-30-0.55-13358.70122798.03-10.87%
301285鸿日达2026-06-30-0.22-4762.5043042.67-11.06%
688175高凌信息2026-06-300.01-1016.209168.23-11.08%
002796世嘉科技2026-06-30-0.16-4535.8640790.54-11.11%
920001纬达光电2026-06-30-0.08-1283.8511463.71-11.19%
603185弘元绿能2026-06-30-1.00-48432.29428270.06-11.30%
603023威帝股份2026-06-30-0.01-773.126785.22-11.39%
002426胜利精密2026-06-30-0.06-20762.54177645.39-11.68%
300227光韵达2026-06-300.03-12755.27108605.57-11.74%
002036联创电子2026-06-30-0.34-38803.13319335.08-12.15%
002465海格通信2026-06-30-0.07-25621.33206194.83-12.42%
002861瀛通通讯2026-06-30-0.31-5522.8744420.70-12.43%
300460ST惠伦2026-06-30-0.14-3799.2030451.79-12.47%
300710万隆光电2026-06-30-0.14-1441.0211215.93-12.84%
300177中海达2026-06-30-0.06-4684.9634969.70-13.39%
300078思创智联2026-06-30-0.02-2637.1318987.20-13.88%
002977*ST天箭2026-06-30-0.02-209.051469.22-14.22%
300045华力创通2026-06-30-0.05-3445.1323882.80-14.42%
002813路畅科技2026-06-30-0.18-2280.1415279.20-14.92%
300928华安鑫创2026-06-30-0.51-4256.2028434.38-14.96%
300479神思电子2026-06-30-0.16-3240.2221595.75-15.00%
300615欣天科技2026-06-30-0.24-4708.6831213.93-15.08%
688326经纬恒润2026-06-30-3.40-39584.45262318.64-15.09%
603595ST东尼2026-06-300.61-16207.84106786.05-15.17%
301182凯旺科技2026-06-30-0.77-7339.6148046.96-15.27%
301517陕西华达2026-06-30-0.25-3581.5123133.19-15.48%
002161远望谷2026-06-30-0.13-3884.3524941.28-15.57%
688167炬光科技2026-06-30-0.52-6947.7541856.51-16.59%
600330天通股份2026-06-30-0.23-30218.06175414.72-17.22%
301051信濠光电2026-06-30-0.40-11537.3166009.62-17.47%
600198大唐电信2026-06-30-0.05-6284.0135910.96-17.49%
688511天微电子2026-06-300.01-529.302952.74-17.92%
688107安路科技2026-06-30-0.19-7819.7543175.28-18.11%
603712七一二2026-06-30-0.14-13778.4276062.88-18.11%
688210统联精密2026-06-30-0.36-6155.1133411.09-18.42%
688450光格科技2026-06-30-0.22-1742.349312.25-18.71%
688007光峰科技2026-06-30-0.20-9074.3847726.06-19.01%
688790昂瑞微2026-06-301.57-15034.0277314.79-19.44%
300301ST长方2026-06-30-0.05-4411.6522022.28-20.03%
688055龙腾光电2026-06-30-0.06-19183.0495757.77-20.03%
688783西安奕材2026-06-30-0.07-31996.64158892.40-20.13%
002104恒宝股份2026-06-30-0.06-5919.3528908.11-20.47%
300782卓胜微2026-06-30-0.68-37117.66180953.03-20.51%
003040楚天龙2026-06-30-0.13-6568.5031907.50-20.58%
002766索菱股份2026-06-30-0.05-4180.1820240.00-20.65%
300269联建光电2026-06-30-0.05-3348.0616203.93-20.66%
688496*ST清越2026-06-30-0.51-5918.3027563.88-21.47%
000547航天发展2026-06-30-0.14-23407.69108352.88-21.60%
000561烽火电子2026-06-30-0.15-13032.2059798.64-21.79%
300211*ST亿通2026-06-30-0.06-1897.798196.59-23.15%
300449汉邦高科2026-06-30-0.05-1748.417484.76-23.35%
688693锴威特2026-06-30-0.46-3808.8116098.01-23.66%
688272富吉瑞2026-06-30-0.35-2646.5310868.02-24.35%
688020方邦股份2026-06-30-0.44-4263.3117281.52-24.66%
688515裕太微2026-06-30-0.92-8023.1432433.59-24.73%
688539高华科技2026-06-30-0.16-3445.9213662.78-25.22%
688260昀冢科技2026-06-30-0.76-9664.6437828.28-25.54%
688079美迪凯2026-06-30-0.22-9297.5935769.30-25.99%
600405动力源2026-06-30-0.09-5786.2521881.19-26.44%
688707振华新材2026-06-30-0.34-17426.8164971.17-26.82%
600990四创电子2026-06-30-0.50-13355.1748387.84-27.60%
600745*ST闻泰2026-06-30-0.32-44255.82151435.66-29.22%
688512慧智微2026-06-30-0.29-14553.7146846.48-31.06%
688352颀中科技2026-06-30-0.26-30344.9996132.69-31.56%
300393中来股份2026-06-30-0.32-37697.66116606.98-32.32%
002829星网宇达2026-06-300.54-3056.859297.43-32.87%
688027国盾量子2026-06-30-0.23-4119.3312358.73-33.33%
300807天迈科技2026-06-30-0.25-1545.834631.50-33.37%
688141杰华特2026-06-30-1.15-57616.49171837.31-33.52%
002869金溢科技2026-06-30-0.23-6127.3118256.42-33.56%
688371菲沃泰2026-06-30-0.14-6044.8917929.81-33.71%
300474景嘉微2026-06-30-0.21-11606.5233419.09-34.73%
688538和辉光电2026-06-30-0.06-92365.54259120.79-35.64%
300656民德电子2026-06-30-0.31-5397.7415079.97-35.79%
603516淳中科技2026-06-300.65-4212.6311752.11-35.84%
300053航宇微2026-06-30-0.06-4436.6311625.67-38.16%
300076*ST宁视2026-06-30-0.06-2816.367292.77-38.61%
002528*ST英飞2026-06-30-0.09-7744.6318925.33-40.92%
688126沪硅产业2026-06-30-0.29-95763.26231724.48-41.32%
002387维信诺2026-06-30-1.09-175038.55400386.96-43.71%
688709成都华微2026-06-30-0.19-11502.0124988.04-46.03%
300353东土科技2026-06-30-0.06-14655.5330923.26-47.39%
300965恒宇信通2026-06-30-0.26-2346.274857.47-48.30%
300555ST路通2026-06-30-0.11-2422.614790.03-50.57%
688311盟升电子2026-06-30-0.31-6835.9613399.89-51.01%
688418震有科技2026-06-30-0.68-13316.9925363.95-52.50%
688172燕东微2026-06-30-0.30-53901.2197851.98-55.08%
688776国光电气2026-06-30-0.67-7588.1213755.50-55.16%
688081兴图新科2026-06-30-0.31-3162.715558.44-56.89%
688011新光光电2026-06-30-0.34-3943.216399.78-61.61%
300155安居宝2026-06-30-0.05-3963.525616.36-70.57%
002214大立科技2026-06-30-0.16-10253.5314181.13-72.30%
000536华映科技2026-06-30-0.16-44685.8260041.74-74.42%
603660苏州科达2026-06-30-0.50-28889.7037009.50-78.06%
300762上海瀚讯2026-06-30-0.17-12432.3215322.80-81.13%
688047龙芯中科2026-06-30-0.56-24060.1727186.04-88.50%
300581晨曦航空2026-06-30-0.06-3400.623641.93-93.37%
301050雷电微力2026-06-30-0.37-9148.776833.24-133.88%
688788科思科技2026-06-30-0.81-17775.869738.18-182.53%
688282理工导航2026-06-30-0.34-3026.991550.79-195.18%
688132邦彦技术2026-06-30-0.70-10980.374180.37-262.66%
300205*ST天喻2026-06-30-0.17-6762.712404.06-281.30%
行业研报
研报日期机构投资评级标题作者
行业个股研报
代码名称研报日期机构投资评级标题作者
603228景旺电子2026-09-23华泰证券股份有限公司买入景旺电子(603228)：看好PCB龙头AI与汽车双轮驱动郇正林/田莫充/汤仕翯
688549中巨芯2026-09-23中邮证券有限责任公司买入中巨芯(688549)：融汇芯光 催化成长吴文吉/翟一梦
603124江南新材2026-09-23国泰海通证券股份有限公司增持江南新材(603124)：液冷营收亮眼 电子级氧化铜粉受益PCB需求爆发余伟民/王彦龙/董伟康
000100TCL科技2026-09-23华创证券有限责任公司强推TCL科技(000100)深度研究系列报告二：玻璃基板：TCL科技尚未定价的期权韩星雨/岳阳
300308中际旭创2026-09-23群益证券(香港)有限公司中际旭创(300308)：NPO技术快速发展 预计将成为未来数年主要增长引擎何利超
300232洲明科技2026-09-22国信证券股份有限公司优于大市洲明科技(300232)：第二季度收入环比提升 高端产品与“LED+AI”双轮驱动胡慧/叶子/张大为/詹浏洋/连欣然/黄铮
002600领益智造2026-09-22浙商证券股份有限公司买入领益智造(002600)：端侧迎来折叠时代 算力侧持续加码夯实成长动能沈钱
300394天孚通信2026-09-22华鑫证券有限责任公司“买入”投资天孚通信(300394)：物料供应紧张情况缓解 CPO产品稳定量产交付庄宇/张璐
002792通宇通讯2026-09-22国泰海通证券股份有限公司增持a通宇通讯(002792)跟踪报告：拟购买佳贤通信部分股权 积极探索产业升级路径杨天昊/蔡天舒
002859洁美科技2026-09-22华西证券股份有限公司买入洁美科技(002859)：深度受益MLCC景气与国产化浪潮 布局光刻机打造双引擎卜灿华
300790宇瞳光学2026-09-22长江证券股份有限公司买入宇瞳光学(300790)：新消费与智驾放量 光学平台成长可期杨洋/蔡少东
300866安克创新2026-09-22华源证券股份有限公司增持安克创新(300866)：收入环比提速 扣非归母净利率同比改善符超然/李咏红
300903科翔股份2026-09-22浙商证券股份有限公司增持科翔股份(300903)：股权激励草案发布 陶瓷混压PCB有望放量王华君/田发祥/蒋逸
920045蘅东光2026-09-22华鑫证券有限责任公司“增持”投资蘅东光(920045)：收入利润快速增长 CPO、NPO无源内连光器件开始小批量试产庄宇/张璐
603936博敏电子2026-09-21国海证券股份有限公司增持博敏电子(603936)：积极布局高端产能 构建“PCB+陶瓷衬板”胡剑/傅麒丞
603228景旺电子2026-09-21国信证券股份有限公司优于大市景旺电子(603228)：2Q26收入与盈利环比改善 AI订单放量、产能梯次接续叶子/胡慧/詹浏洋/张大为/连欣然/黄铮
688396华润微2026-09-21华泰证券股份有限公司买入华润微(688396)：2H26受益功率景气及代工产能紧张郇正林/郭龙飞/汤仕翯
688387信科移动2026-09-21中航证券有限公司买入信科移动(688387)2026年中报点评：收入企稳回升、亏损幅度收窄 卫星互联网业务有望快速增长滕明滔/方晓明/张超
688352颀中科技2026-09-21中邮证券有限责任公司买入颀中科技(688352)：先进封装积极布局吴文吉/翟一梦
002709天赐材料2026-09-21长江证券股份有限公司天赐材料(002709)2026年中报业绩分析：电解液盈利韧性体现 Q3盈利趋势积极邬博华/曹海花/叶之楠/王晓振
601138工业富联2026-09-20中邮证券有限责任公司买入工业富联(601138)：AI服务器、交换机高速增长万玮/吴文吉
301326捷邦科技2026-09-20国泰海通证券股份有限公司增持捷邦科技(301326)：加速布局AI服务器液冷 打开第二成长曲线罗通/文紫妍
301489思泉新材2026-09-20国泰海通证券股份有限公司增持思泉新材(301489)：全面布局AI算力系统散热 订单有望持续突破罗通/文紫妍
603341龙旗科技2026-09-18国泰海通证券股份有限公司增持龙旗科技(603341)：深度布局AI端侧与AIDC 开启成长新周期罗通/文紫妍
000988华工科技2026-09-18中邮证券有限责任公司买入华工科技(000988)：高速光模块持续突破万玮/吴文吉
300672国科微2026-09-18国盛证券股份有限公司买入”国科微(300672)：智慧视觉加速放量 端侧AI打开成长空间佘凌星/沈朱樱婷
001339智微智能2026-09-18国信证券股份有限公司优于大市智微智能(001339)：半年度业绩高速增长 切入智算中心建设运营熊莉/艾宪
301358湖南裕能2026-09-18湘财证券股份有限公司买入湖南裕能(301358)：盈利弹性释放 一体化加深护城河刘宁
301589诺瓦星云2026-09-18华创证券有限责任公司推荐诺瓦星云(301589)2026年中报点评：海外市场驱动业绩增长 受益于MLED产业化落地提速吴鸣远
688216气派科技2026-09-17太平洋证券股份有限公司买入气派科技(688216)：营收大幅增长 盈利能力抬升张世杰/罗平
688150莱特光电2026-09-17华安证券股份有限公司增持莱特光电(688150)：26H1费用和汇兑损失影响利润 Q布新产能进展顺利王强峰/许灿杰
688041海光信息2026-09-17国信证券股份有限公司优于大市海光信息(688041)：半年度业绩高速增长 全栈布局夯实竞争壁垒熊莉/艾宪
000063中兴通讯2026-09-17天风证券股份有限公司增持中兴通讯(000063)：夯实“算力+连接”双轮驱动 短期转型导致利润承压王奕红/袁昊/唐海清
000636风华高科2026-09-17中邮证券有限责任公司买入风华高科(000636)：业绩成长性持续凸显吴文吉/陈天瑜
002841视源股份2026-09-17华创证券有限责任公司推荐视源股份(002841)2026年半年报点评：26H1业绩高增 盈利能力显著提升韩星雨/杨家琛
002916深南电路2026-09-17华创证券有限责任公司强推深南电路(002916)2026年半年报点评：AI PCB与封装基板共振向上 助推业绩高增长岳阳/熊翊宇/董邦宜
002916深南电路2026-09-17太平洋证券股份有限公司买入深南电路(002916)：AIPCB+封装基板共驱营收、业绩高增长张世杰/李珏晗
300811铂科新材2026-09-17中泰证券股份有限公司买入铂科新材(300811)半年度业绩点评：AI芯片电感业务大幅增长 深度受益行业景气刘洋/陈琪玮
300811铂科新材2026-09-17天风证券股份有限公司买入铂科新材(300811)：Q2业绩环比改善明显 AI芯片电感步入加速放量期胡十尹/吴亚宁
300842帝科股份2026-09-17太平洋证券股份有限公司买入帝科股份(300842)2026年中报点评：低银无银产品出货快速提升 存储芯片业务快速增长钟欣材/刘强
300852四会富仕2026-09-17中邮证券有限责任公司买入四会富仕(300852)：AI产品贡献弹性 盈利拐点已至吴文吉/徐铭婉
920346威贸电子2026-09-17开源证券股份有限公司增持威贸电子(920346)：公司卡位高新兴增长赛道 2026H1数据中心散热系统项目实现放量诸海滨/杨懿宁
600584长电科技2026-09-16光大证券股份有限公司增持长电科技(600584)：先进封装核心卡位 封测龙头稳健成长高宇洋/贺根
603186华正新材2026-09-16浙商证券股份有限公司买入华正新材(603186)：CCL供需持续紧张 募投落地为明年增长再添全新动能王凌涛
603501豪威集团2026-09-16国盛证券股份有限公司买入豪威集团(603501)：CIS向智驾与新兴迁徙 模拟借AI光通信打开第二曲线佘凌星/朱迪
603083剑桥科技2026-09-16国泰海通证券股份有限公司增持剑桥科技(603083)：业绩大幅增长 新产品和供应链全面布局余伟民/王彦龙/黎明聪
688025杰普特2026-09-16开源证券股份有限公司买入杰普特(688025)：携手ASILUX和Senko 打造光通信平台型领军企业蒋颖/杨昕东
688489三未信安2026-09-16中泰证券股份有限公司增持三未信安(688489)：营收稳增减亏兑现 密码前沿技术注入增长动能苏仪/刘一哲
688603天承科技2026-09-16浙商证券股份有限公司买入天承科技(688603)：PCB迎风起舞强化成长信心 半导体平台已然蓄势待发王凌涛/沈钱
688809强一股份2026-09-16广发证券股份有限公司买入强一股份(688809)：高端探针卡国产龙头 乘下游扩产与国产替代之风而起耿正/孙柏阳/汪家豪/王宁