300054 鼎龙股份
已收盘 07-03 15:00:00
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山西证券:首次覆盖鼎龙股份给予买入评级
证券之星 · 07-03 18:27
山西证券:首次覆盖鼎龙股份给予买入评级
鼎龙股份:6月30日黄金辉、肖桂林、杨平彩、姚红、罗德日减持股份合计46.87万股
证券之星 · 07-01
鼎龙股份:6月30日黄金辉、肖桂林、杨平彩、姚红、罗德日减持股份合计46.87万股
7月1日鼎龙股份跌5.35%,汇添富科技创新混合A基金重仓该股
证券之星 · 07-01
7月1日鼎龙股份跌5.35%,汇添富科技创新混合A基金重仓该股
鼎龙股份:抛光液产品成功进入量产供应链
证券之星 · 06-30
鼎龙股份:抛光液产品成功进入量产供应链
鼎龙股份:高端晶圆光刻胶
证券之星 · 06-30
鼎龙股份:高端晶圆光刻胶
鼎龙股份:主营业务为晶圆制造材料、半导体显示材料、先进封装材料、第三代半导体配套材料及锂电功能性辅材
证券之星 · 06-30
鼎龙股份:主营业务为晶圆制造材料、半导体显示材料、先进封装材料、第三代半导体配套材料及锂电功能性辅材
鼎龙股份:截至2026年4月30日,公司股东总数(含合并)为7万余户
证券之星 · 06-30
鼎龙股份:截至2026年4月30日,公司股东总数(含合并)为7万余户
鼎龙股份:半导体封装PI方面已布局7款产品
证券之星 · 06-30
鼎龙股份:半导体封装PI方面已布局7款产品
鼎龙股份:与沪市主板鼎龙科技不存在任何关联关系
证券之星 · 06-30
鼎龙股份:与沪市主板鼎龙科技不存在任何关联关系
鼎龙股份:公司抛光垫产品定价综合原材料成本、下游客户长期合作框架、行业供需、产品技术迭代等多重因素动态调整
证券之星 · 06-30
鼎龙股份:公司抛光垫产品定价综合原材料成本、下游客户长期合作框架、行业供需、产品技术迭代等多重因素动态调整
鼎龙股份:本次业务剥离可回笼经营资金
证券之星 · 06-30
鼎龙股份:本次业务剥离可回笼经营资金
鼎龙股份:泰康资产、泰康基金等多家机构于6月25日调研我司
证券之星 · 06-26
鼎龙股份:泰康资产、泰康基金等多家机构于6月25日调研我司
鼎龙股份:高端光刻胶新增近千加仑批量订单 抛光液业务收入增速良好
格隆汇 · 06-25
鼎龙股份:高端光刻胶新增近千加仑批量订单 抛光液业务收入增速良好
6月24日鼎龙股份涨5.91%,汇添富科技创新混合A基金重仓该股
证券之星 · 06-24
6月24日鼎龙股份涨5.91%,汇添富科技创新混合A基金重仓该股
鼎龙股份涨5.91%,中银证券二个月前给出“买入”评级
证券之星 · 06-24
鼎龙股份涨5.91%,中银证券二个月前给出“买入”评级
每周股票复盘:鼎龙股份(300054)鼎龙转债6月17日恢复转股
证券之星 · 06-21
每周股票复盘:鼎龙股份(300054)鼎龙转债6月17日恢复转股
鼎龙股份(300054)披露关于调整2024年股票期权激励计划行权价格的议案,6月18日股价上涨1.15%
证券之星 · 06-18
鼎龙股份(300054)披露关于调整2024年股票期权激励计划行权价格的议案,6月18日股价上涨1.15%
6月17日鼎龙股份涨7.97%,汇添富科技创新混合A基金重仓该股
证券之星 · 06-17
6月17日鼎龙股份涨7.97%,汇添富科技创新混合A基金重仓该股
鼎龙股份涨7.97%,中银证券二个月前给出“买入”评级
证券之星 · 06-17
鼎龙股份涨7.97%,中银证券二个月前给出“买入”评级
6月15日鼎龙股份涨8.33%,汇添富科技创新混合A基金重仓该股
证券之星 · 06-15
6月15日鼎龙股份涨8.33%,汇添富科技创新混合A基金重仓该股
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公司概况
公司名称:
湖北鼎龙控股股份有限公司
所属行业:
化学原料和化学制品制造业
上市日期:
2010-02-11
主营业务:
湖北鼎龙控股股份有限公司的主营业务是半导体制造用CMP工艺材料和晶圆光刻胶、半导体显示材料、半导体先进封装材料三个细分板块。公司的主要产品是CMP抛光垫、CMP抛光液、CMP清洗液、YPI、PSPI、TFE-INK、临时键合胶、半导体封装PI、芯片。公司目前是国内唯一一家全面掌握CMP抛光垫全流程核心研发技术和生产工艺的CMP抛光垫供应商,确立CMP抛光垫国产供应龙头地位,产品深度渗透国内主流晶圆厂客户,成为部分客户的第一供应商,被多家晶圆厂核心客户评为优秀供应商。
发行价格:
30.55
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18:27","pubTimestamp":1783074466,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司冀泳洁近期对鼎龙股份进行研究并发布了研究报告《高端光刻胶放量在即,收购皓飞布局第二成长曲线》,首次覆盖鼎龙股份给予买入评级。抛光垫领域,2025年首次实现单月销量破4万片,CMP抛光垫国产供应龙头地位进一步夯实。最新盈利预测明细如下:该股最近90天内共有12家机构给出评级,买入评级8家,增持评级4家;过去90天内机构目标均价为87.9。本文数据来源于山西证券股份有限公司,仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070300037436.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":["300054","002500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648454557","title":"鼎龙股份:6月30日黄金辉、肖桂林、杨平彩、姚红、罗德日减持股份合计46.87万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648454557","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648454557?lang=zh_cn&edition=full","pubTime":"2026-07-01 21:01","pubTimestamp":1782910918,"startTime":"0","endTime":"0","summary":"证券之星消息,根据7月1日市场公开信息、上市公司公告及交易所披露数据整理,鼎龙股份最新董监高及相关人员股份变动情况:2026年6月30日公司高管黄金辉、高管肖桂林、董秘,高管,董事杨平彩、高管,董事姚红、董事罗德日共减持公司股份46.87万股,占公司总股本为0.0492%。变动期间公司股价上涨1.89%,6月30日当日收盘报105.97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/RB2026070100041554.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300054","DUST","MGCmain","GLD","GDX","SGCmain","IAU","518880","BK0138","159831","BK0229","QOmain","159934","NUGT","1OZmain","BK0070","GCmain","SGUmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648351691","title":"7月1日鼎龙股份跌5.35%,汇添富科技创新混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648351691","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648351691?lang=zh_cn&edition=full","pubTime":"2026-07-01 16:50","pubTimestamp":1782895836,"startTime":"0","endTime":"0","summary":"证券之星消息,7月1日鼎龙股份跌5.35%创60日新高,收盘报100.3元,换手率9.27%,成交量68.87万手,成交额72.62亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共86家,其中持有数量最多的公募基金为汇添富基金的汇添富科技创新混合A。汇添富科技创新混合A的前十大重仓股如下: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/RB2026070100031643.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":["BK0229","300054","BK0138","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647955627","title":"鼎龙股份:抛光液产品成功进入量产供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2647955627","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647955627?lang=zh_cn&edition=full","pubTime":"2026-06-30 20:53","pubTimestamp":1782823996,"startTime":"0","endTime":"0","summary":"铜阻挡层抛光液已斩获多家头部晶圆厂批量订单,碳化硅衬底抛光液顺利实现批量供货;相关抛光液产品在头部晶圆制造产线完成长期量产验证,抛光速率、表面缺陷、平坦度等关键指标达到客户工艺标准,成功进入量产供应链,对海外同类型耗材形成有效供给替代。公司依托全链条自主研发优势,持续扩大头部存储、逻辑晶圆厂客户覆盖,公司抛光液产品还获得头部晶圆厂优秀供应商奖项,充分验证公司产品综合竞争力。","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/RB2026063000043965.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0070","300054","BK0138","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647567585","title":"鼎龙股份:高端晶圆光刻胶","url":"https://stock-news.laohu8.com/highlight/detail?id=2647567585","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647567585?lang=zh_cn&edition=full","pubTime":"2026-06-30 20:53","pubTimestamp":1782823995,"startTime":"0","endTime":"0","summary":"证券之星消息,鼎龙股份06月30日在投资者关系平台上答复投资者关心的问题。鼎龙股份作为国内领先的关键大赛道核心创新材料平台型企业,目前核心业务聚焦于半导体制造用 CMP抛光材料、高端晶圆光刻胶、半导体显示材料、半导体先进封装材料、锂电辅材等细分板块,未涉足技术壁垒不高的产品应用领域。","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/RB2026063000043964.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":["BK0138","300054","BK0070","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647358144","title":"鼎龙股份:主营业务为晶圆制造材料、半导体显示材料、先进封装材料、第三代半导体配套材料及锂电功能性辅材","url":"https://stock-news.laohu8.com/highlight/detail?id=2647358144","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647358144?lang=zh_cn&edition=full","pubTime":"2026-06-30 11:54","pubTimestamp":1782791643,"startTime":"0","endTime":"0","summary":"证券之星消息,鼎龙股份(300054)06月30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:请问贵司有光芯片材料技术铌酸锂工艺技术是吗鼎龙股份回复:投资者您好,感谢您的关注。截至目前,公司公开披露的主营业务为晶圆制造材料、半导体显示材料、先进封装材料、第三代半导体配套材料及锂电功能性辅材,未来公司将紧抓行业发展机遇,推动公司已有较成熟的半导体材料产品销售放量;同时结合自身技术储备及资本实力,积极关注并前瞻布局算力、存储、光通信等领域的高端材料。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:陈思雨","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/RB2026063000019290.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":["BK0138","BK0070","159582","BK0229","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647673581","title":"鼎龙股份:截至2026年4月30日,公司股东总数(含合并)为7万余户","url":"https://stock-news.laohu8.com/highlight/detail?id=2647673581","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647673581?lang=zh_cn&edition=full","pubTime":"2026-06-30 11:34","pubTimestamp":1782790490,"startTime":"0","endTime":"0","summary":"证券之星消息,鼎龙股份(300054)06月30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:请问截至2026年4月30日公司的股东总数是多少?谢谢鼎龙股份回复:尊敬的投资者,您好。根据中国证券登记结算有限公司深圳分公司提供数据,截至2026年4月30日,公司股东总数(含合并)为7万余户。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:陈思雨","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/RB2026063000018032.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":["BK0138","BK0229","300054","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647625581","title":"鼎龙股份:半导体封装PI方面已布局7款产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2647625581","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647625581?lang=zh_cn&edition=full","pubTime":"2026-06-30 11:34","pubTimestamp":1782790489,"startTime":"0","endTime":"0","summary":"想咨询下适配玻璃基板、HBM先进封装的高端PSPI产品,目前处于哪个验证阶段,已对接哪些下游客户,预计何时能够实现小批量出货?半导体封装 PI 方面,公司已布局 7 款产品,目前共有 2 款产品取得多家客户订单;临时键合胶方面,在已有客户实现稳定规模出货的同时,市场拓展与产品应用持续深化。","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/RB2026063000018028.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":["BK0138","300054","BK0229","159582","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647581659","title":"鼎龙股份:与沪市主板鼎龙科技不存在任何关联关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2647581659","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647581659?lang=zh_cn&edition=full","pubTime":"2026-06-30 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11:34","pubTimestamp":1782790479,"startTime":"0","endTime":"0","summary":"证券之星消息,鼎龙股份(300054)06月30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:请问公司抛光垫有涨价趋势吗鼎龙股份回复:尊敬的投资者,您好!感谢您关注公司 CMP 抛光垫经营情况。公司抛光垫产品定价综合原材料成本、下游客户长期合作框架、行业供需、产品技术迭代等多重因素动态调整,公司与各客户均签订长期供货协议,价格条款按市场化机制约定。当前下游晶圆制造、先进封装国产需求旺盛,公司抛光垫产能持续扩产能匹配增量需求。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":"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/RB2026063000018015.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":["BK0070","BK0138","300054","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647581600","title":"鼎龙股份:本次业务剥离可回笼经营资金","url":"https://stock-news.laohu8.com/highlight/detail?id=2647581600","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647581600?lang=zh_cn&edition=full","pubTime":"2026-06-30 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年半年度报告为准。中长期维度来看,本次业务剥离可回笼经营资金,让公司集中全部研发、产能、资金资源聚焦高景气半导体材料和锂电材料主业,优化业务结构,持续提升公司整体盈利质量与长期成长空间,对公司战略发展具备积极意义。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":"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/RB2026063000018011.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":["BK0070","BK0229","BK0138","300054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646804823","title":"鼎龙股份:泰康资产、泰康基金等多家机构于6月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2646804823","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646804823?lang=zh_cn&edition=full","pubTime":"2026-06-26 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16:48","pubTimestamp":1781513295,"startTime":"0","endTime":"0","summary":"证券之星消息,6月15日鼎龙股份涨8.33%,收盘报85.57元,换手率9.24%,成交量68.63万手,成交额56.53亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共86家,其中持有数量最多的公募基金为汇添富基金的汇添富科技创新混合A。汇添富科技创新混合A的前十大重仓股如下: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/RB2026061500020366.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":["BK0138","BK0229","300054","BK0070"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1783197368734,"stockEarnings":[{"period":"1week","weight":-0.0546},{"period":"1month","weight":0.2782},{"period":"3month","weight":0.8088},{"period":"6month","weight":1.3933},{"period":"1year","weight":2.1575},{"period":"ytd","weight":1.3933}],"compareEarnings":[{"period":"1week","weight":0.0041},{"period":"1month","weight":-0.0099},{"period":"3month","weight":0.0421},{"period":"6month","weight":0.0188},{"period":"1year","weight":0.1683},{"period":"ytd","weight":0.0188}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"湖北鼎龙控股股份有限公司","boardCode":"AI0026","boardName":"化学原料和化学制品制造业","stockholders":"70000人(较上一季度增加12.90%)","perCapita":"10616股","listingDate":"2010-02-11","address":"湖北省武汉市蔡甸区经济技术开发区东荆河路1号","registeredCapital":"95325万元","survey":" 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