002409 雅克科技
交易中 10-08 13:57:30
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9月28日雅克科技跌5.97%，南方绩优成长混合A基金重仓该股
证券之星 · 09-28
9月28日雅克科技跌5.97%，南方绩优成长混合A基金重仓该股
雅克科技：公司与韩国主要存储客户保持长期稳定的合作关系
证券之星 · 09-24
雅克科技：公司与韩国主要存储客户保持长期稳定的合作关系
雅克科技：毛利率下降主要受原材料涨价和LNG业务交付增加影响
证券之星 · 09-24
雅克科技：毛利率下降主要受原材料涨价和LNG业务交付增加影响
雅克科技：截至2026年上半年前驱体业务整体稼动率较2025年末实现温和提升
证券之星 · 09-24
雅克科技：截至2026年上半年前驱体业务整体稼动率较2025年末实现温和提升
雅克科技：近两年部分前驱体业务由韩国UP Chemical转移至江苏先科
证券之星 · 09-24
雅克科技：近两年部分前驱体业务由韩国UP Chemical转移至江苏先科
雅克科技：截止2026年9月10日，公司股东户数为148546户
证券之星 · 09-24
雅克科技：截止2026年9月10日，公司股东户数为148546户
雅克科技（002409）披露2026年第二次临时股东会决议公告，9月10日股价上涨1.49%
证券之星 · 09-10
雅克科技（002409）披露2026年第二次临时股东会决议公告，9月10日股价上涨1.49%
雅克科技：泰康资产、中泰证券等多家机构于9月8日调研我司
证券之星 · 09-09
雅克科技：泰康资产、中泰证券等多家机构于9月8日调研我司
研报掘金丨国海证券：首予雅克科技“买入”评级，电子材料业务持续放量
格隆汇 · 09-09
研报掘金丨国海证券：首予雅克科技“买入”评级，电子材料业务持续放量
9月1日雅克科技跌5.72%，南方绩优成长混合A基金重仓该股
证券之星 · 09-01
9月1日雅克科技跌5.72%，南方绩优成长混合A基金重仓该股
雅克科技（002409）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
证券之星 · 08-27
雅克科技（002409）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
雅克科技(002409)8月10日股东户数15.7万户，较上期减少5.85%
证券之星 · 08-26
雅克科技(002409)8月10日股东户数15.7万户，较上期减少5.85%
雅克科技（002409）披露2026年半年度报告，8月26日股价下跌1.43%
证券之星 · 08-26
雅克科技（002409）披露2026年半年度报告，8月26日股价下跌1.43%
雅克科技(002409.SZ)发布半年度业绩，归母净利润5.61亿元，同比增长7.29%
智通财经 · 08-25
雅克科技(002409.SZ)发布半年度业绩，归母净利润5.61亿元，同比增长7.29%
雅克科技：在国内主要晶圆厂包括存储大厂均为主力供应商之一
证券之星 · 08-21
雅克科技：在国内主要晶圆厂包括存储大厂均为主力供应商之一
雅克科技(002409)8月10日股东户数15.7万户，较上期增加152.3%
证券之星 · 08-21
雅克科技(002409)8月10日股东户数15.7万户，较上期增加152.3%
公司问答丨雅克科技：目前公司球形硅微粉产能充足
格隆汇 · 08-21
公司问答丨雅克科技：目前公司球形硅微粉产能充足
公司问答丨雅克科技：公司的二氯二氧化钼尚处于研发试制和产能规划阶段
格隆汇 · 08-21
公司问答丨雅克科技：公司的二氯二氧化钼尚处于研发试制和产能规划阶段
公司问答丨雅克科技：LDS业务产品价格相对稳定 公司LDS设备国内市占率较高 在海外也有部分销售
格隆汇 · 08-21
公司问答丨雅克科技：LDS业务产品价格相对稳定 公司LDS设备国内市占率较高 在海外也有部分销售
雅克科技：截止2026年8月10日，公司股东户数为156978户
证券之星 · 08-21
雅克科技：截止2026年8月10日，公司股东户数为156978户
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公司概况
公司名称：
江苏雅克科技股份有限公司
所属行业：
化学原料和化学制品制造业
上市日期：
2010-05-25
主营业务：
江苏雅克科技股份有限公司的主营业务是电子材料、LNG保温绝热板材、阻燃剂的研发、生产与销售。公司的主要产品是半导体前驱体材料、光刻胶及配套试剂、电子粉体材料、特种气体、半导体材料输送系统（LDS）等。
发行价格：
30.00
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16:51","pubTimestamp":1790585498,"startTime":"0","endTime":"0","summary":"证券之星消息，9月28日雅克科技跌5.97%，收盘报124.7元，换手率4.15%，成交量13.23万手，成交额16.79亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共94家，其中持有数量最多的公募基金为南方基金的南方绩优成长混合A。","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/RB2026092800021688.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":["BK0200","002409","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669354430","title":"雅克科技：公司与韩国主要存储客户保持长期稳定的合作关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2669354430","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669354430?lang=zh_cn&edition=full","pubTime":"2026-09-24 09:03","pubTimestamp":1790211791,"startTime":"0","endTime":"0","summary":"市场比较关注韩国主要存储客户采购节奏的变化。请问韩国主要客户前驱体采购变化，主要是终端需求变化、库存及采购节奏调整、制程切换，还是部分产品存在供应商份额变化？公司与韩国主要存储客户保持长期稳定的合作关系，当前业务交付及供应商地位保持稳定。第二季度韩国子公司、国内子公司前驱体经营情况仅反映当季交付节奏，从长远来看，韩国UP Chemical和江苏先科均处于良性向上的发展阶段。","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/RB2026092400008817.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":["002409","BK0200","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669303954","title":"雅克科技：毛利率下降主要受原材料涨价和LNG业务交付增加影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2669303954","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669303954?lang=zh_cn&edition=full","pubTime":"2026-09-24 09:01","pubTimestamp":1790211677,"startTime":"0","endTime":"0","summary":"我是贵公司的投资者，根据半年报和一季报测算，公司2026Q2综合毛利率约28.8%，较Q1约31.3%明显下降，同比降幅更大。公司2026年第二季度的毛利率有所下降主要受两个因素影响：1、4月份开始，受中东地缘局势影响，化工、电子材料上游原材料供应稳定性受到扰动，部分原材料价格上涨，供应链承压，对毛利率有所影响；2、LNG保温板材业务第二季度交付较第一季度有所增加，对综合毛利率造成一定影响。","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/RB2026092400008764.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":["BK0200","002409","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669430537","title":"雅克科技：截至2026年上半年前驱体业务整体稼动率较2025年末实现温和提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2669430537","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669430537?lang=zh_cn&edition=full","pubTime":"2026-09-24 09:01","pubTimestamp":1790211675,"startTime":"0","endTime":"0","summary":"证券之星消息，雅克科技(002409)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：董秘您好!公司此前披露2025年前驱体整体产能利用率约59%。随着国内客户验证和量产推进，2026H1前驱体产能利用率相比2025年是否已有明显提升？韩国基地和江苏基地的利用率变化趋势是否存在明显差异？雅克科技回复：您好！截至 2026 年上半年，公司前驱体业务整体稼动率较 2025 年末实现温和提升。稼动率主要随下游扩产及新增产能释放节奏变动，预计自2026年下半年起前驱体业务稼动率有望持续改善。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026092400008755.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":["BK0229","BK0200","002409"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669370674","title":"雅克科技：近两年部分前驱体业务由韩国UP Chemical转移至江苏先科","url":"https://stock-news.laohu8.com/highlight/detail?id=2669370674","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669370674?lang=zh_cn&edition=full","pubTime":"2026-09-24 08:57","pubTimestamp":1790211423,"startTime":"0","endTime":"0","summary":"公司于2016年收购韩国UP Chemical。近两年来，国内生产基地江苏先科的新产能陆续投产，部分前驱体业务由韩国UP Chemical转移至江苏先科，该业务转移对韩国 UP Chemical的销售收入形成一定影响。随着下游半导体晶圆厂新增产能的持续释放，韩国UP Chemical和江苏先科有望步入良性成长阶段。","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/RB2026092400008517.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":["002409","BK0200","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669437063","title":"雅克科技：截止2026年9月10日，公司股东户数为148546户","url":"https://stock-news.laohu8.com/highlight/detail?id=2669437063","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669437063?lang=zh_cn&edition=full","pubTime":"2026-09-24 08:54","pubTimestamp":1790211250,"startTime":"0","endTime":"0","summary":"证券之星消息，雅克科技(002409)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，请问一下9月10号的股东人数是多少？谢谢雅克科技回复：您好！截止2026年9月10日，公司股东户数为148546户。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026092400008320.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":["002409","BK0200","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666599033","title":"雅克科技（002409）披露2026年第二次临时股东会决议公告，9月10日股价上涨1.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666599033","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666599033?lang=zh_cn&edition=full","pubTime":"2026-09-10 22:02","pubTimestamp":1789048943,"startTime":"0","endTime":"0","summary":"截至2026年9月10日收盘，雅克科技报收于133.48元，较前一交易日上涨1.49%，最新总市值为635.27亿元。近日，雅克科技发布《2026年第二次临时股东会决议公告》。公告显示，公司于2026年9月10日召开2026年第二次临时股东会，会议由董事会召集，董事长沈琦主持，采用现场与网络投票相结合方式举行。出席会议股东共970人，代表股份221,772,146股，占公司有表决权股份总数的46.5979%。中小股东对该议案的同意比例为99.1675%。","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/RB2026091000041769.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002409","BK0229","BK0200"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666353925","title":"雅克科技：泰康资产、中泰证券等多家机构于9月8日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2666353925","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666353925?lang=zh_cn&edition=full","pubTime":"2026-09-09 21:02","pubTimestamp":1788958950,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年9月9日雅克科技发布公告称泰康资产魏博 奚佳、中泰证券杨旭 冯光亮、长城财富保险药晓东于2026年9月8日调研我司。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026090900037623.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":["600918","BK0276","BK0229","BK0200","002409"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666895045","title":"研报掘金丨国海证券：首予雅克科技“买入”评级，电子材料业务持续放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2666895045","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666895045?lang=zh_cn&edition=full","pubTime":"2026-09-09 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