商络电子(300975)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

300975 商络电子

已收盘 01-12 15:00:00

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22:42","pubTimestamp":1768142533,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子01月11日在投资者关系平台上答复投资者关心的问题。相关收益是在销售实现时确认，还是会在定期报告中以公允价值变动等形式体现？存储涨价对公司分销业务毛利率的提升效果，是否已在最新季报中有所体现？存储仅为公司销售品类之一，单一品类对公司整体利润增长的贡献度有限。","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/RB2026011100009404.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":["300975","BK0250"],"gpt_icon":0},{"id":"2602551171","title":"商络电子：价格随行就市存储涨价可顺畅传导","url":"https://stock-news.laohu8.com/highlight/detail?id=2602551171","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602551171?lang=zh_cn&edition=full","pubTime":"2026-01-11 22:42","pubTimestamp":1768142532,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月11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：商络电子与主要客户的定价协议是长期固定、成本加成还是随行就市？存储涨价能否顺畅地传导至下游客户，是否存在因协议滞后而短期无法获益的情况？商络电子回复：尊敬的投资者您好，公司与上下游定期签署定价协议，价格均随行就市。存储涨价可顺畅传导至下游，叠加涨价前库存重估，价格错配致无法获益的情况较少。感谢您的关注与支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），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/RB2026011100009403.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":["BK0250","300975"],"gpt_icon":0},{"id":"2602176551","title":"商络电子：通过长期合同锁定产能保障货源","url":"https://stock-news.laohu8.com/highlight/detail?id=2602176551","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602176551?lang=zh_cn&edition=full","pubTime":"2026-01-11 22:39","pubTimestamp":1768142349,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月11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：如果上游晶圆厂产能持续紧张，商络电子如何保障稳定、充足的货源？与原厂的合作协议中，是否有针对供应短缺情况的保障或约定？商络电子回复：尊敬的投资者您好，公司会拉通上下游信息以精准预判供需，通过与原厂签订长期供应合同、提前下单锁定产能，同时依托百余项产品线灵活切换替代方案，多举措保障货源稳定充足，有效抵御上游产能紧张风险。感谢您的关注和支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026011100009402.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":["BK0250","300975"],"gpt_icon":0},{"id":"2602553898","title":"商络电子最新公告：拟发行可转换公司债券收购立功科技88.79%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2602553898","media":"证券之星","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602553898?lang=zh_cn&edition=full","pubTime":"2026-01-11 16:20","pubTimestamp":1768119619,"startTime":"0","endTime":"0","summary":"商络电子(300975.SZ)公告称，公司计划向不特定对象发行可转换公司债券，募集资金用于收购立功科技88.79%股权。公司主体信用等级为A+，本次发行的可转债信用等级为A+。本次收购完成后，立功科技将成为上市公司控股子公司。同时，公司提醒投资者关注收购整合风险、交易估值增值风险、商誉减值风险、经济周期波动风险、业绩波动风险、产品代理授权取消或不能续约的风险、经营活动现金流量净额持续低于净利润且差额较大的风险、存货跌价的风险以及偿债及流动性风险。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026011100004104.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300975","BK0250"],"gpt_icon":0},{"id":"2602345207","title":"商络电子：公司已建立并执行稳定分红机制","url":"https://stock-news.laohu8.com/highlight/detail?id=2602345207","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602345207?lang=zh_cn&edition=full","pubTime":"2026-01-09 11:48","pubTimestamp":1767930485,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子01月08日在投资者关系平台上答复投资者关心的问题。商络电子回复：尊敬的投资者您好，公司已建立并执行稳定分红机制，2021年上市以来共计分红6次，累计现金分红达8,082万元，分红政策持续落地。实控人及管理层减持系个人资金需求，而股份回购用于公司实施股权激励计划或员工持股计划，二者分属不同主体决策。","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/RB2026010900015895.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":["BK0250","300975"],"gpt_icon":0},{"id":"2602439446","title":"股市必读：商络电子（300975）1月8日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2602439446","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602439446?lang=zh_cn&edition=full","pubTime":"2026-01-09 02:07","pubTimestamp":1767895632,"startTime":"0","endTime":"0","summary":"截至2026年1月8日收盘，商络电子报收于13.45元，上涨0.9%，换手率5.59%，成交量27.52万手，成交额3.7亿元。董秘： 尊敬的投资者您好，目前公司共计代理销售7家存储品牌产品。","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/RB2026010900001280.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":["BK0250","300975"],"gpt_icon":0},{"id":"2601354312","title":"商络电子：服务移远日海等智能模块客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2601354312","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601354312?lang=zh_cn&edition=full","pubTime":"2026-01-08 16:45","pubTimestamp":1767861912,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月08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：万物互联，放下物联网应用广泛，请问公司在物联网方面怎么布局的？商络电子回复：尊敬的投资者您好，智能模块是物联网设备联网与数据交互的核心枢纽。公司聚焦该细分领域，已服务移远、日海、美格、广和通等客户，为其智能模块供应存储、MCU、Flash及射频等关键元器件，深度赋能物联网生态建设。感谢您的理解与支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026010800026113.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":["300975","BK0250"],"gpt_icon":0},{"id":"2601356852","title":"商络电子：2025年前三季度净利润同比增长172%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601356852","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601356852?lang=zh_cn&edition=full","pubTime":"2026-01-08 15:25","pubTimestamp":1767857155,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子01月08日在投资者关系平台上答复投资者关心的问题。公司管理层考核主要聚焦经营业绩与个人履职成效等指标，2025年前三季度，公司实现营收同比增长33%、净利润同比增长172%。公司全体将持续聚焦主业提升业绩，从业绩提升的维度夯实市值基础，持续优化投资者回报。","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://sc.stock.cnfol.com/gushiyaowen/20260108/31925938.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":"zhongjincaijing_highlight","symbols":["300975"],"gpt_icon":0},{"id":"2601355565","title":"商络电子：目前公司共计代理销售7家存储品牌产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2601355565","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601355565?lang=zh_cn&edition=full","pubTime":"2026-01-08 15:09","pubTimestamp":1767856154,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月08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：关于存储芯片，贵公司代理多少家相关企业？商络电子回复：尊敬的投资者您好，目前公司共计代理销售7家存储品牌产品。感谢您的关注和支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），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/RB2026010800018750.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":["300975","BK0250"],"gpt_icon":0},{"id":"2601816355","title":"商络电子：为禾赛科技激光雷达供应元器件","url":"https://stock-news.laohu8.com/highlight/detail?id=2601816355","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601816355?lang=zh_cn&edition=full","pubTime":"2026-01-08 15:06","pubTimestamp":1767855994,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月08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：贵公司是否与海力士、闪迪、美光、禾赛等大公司有业务往来？商络电子回复：尊敬的投资者您好，公司暂未代理海力士、闪迪、美光产品；公司为禾赛科技的激光雷达产品供应阻容感、电源芯片、FPGA等产品。感谢您的关注和支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"eabc27ebdff4300d60bdcfee2ad0bdeb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010800018731.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0250","300975"],"gpt_icon":0},{"id":"2601245353","title":"商络电子：参股企业亿维特获近500架意向订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2601245353","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601245353?lang=zh_cn&edition=full","pubTime":"2026-01-08 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15:09","pubTimestamp":1767769753,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月07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：随着存储的涨价，贵公司与代理商签订的合作协议是否也会面临上涨，贵公司有何应对措施？商络电子回复：尊敬的投资者您好，存储涨价可能带动代理协议价格调整。公司会紧盯上下游供需，做好需求匹配和衔接工作，保障供应链稳定与成本可控。感谢您的关注与支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），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/RB2026010700017616.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":["300975","BK0250"],"gpt_icon":0},{"id":"2601222328","title":"商络电子：相关收益将体现在2025年年报中","url":"https://stock-news.laohu8.com/highlight/detail?id=2601222328","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601222328?lang=zh_cn&edition=full","pubTime":"2026-01-07 15:09","pubTimestamp":1767769753,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月07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：贵司2024年财报中显示库存金额较大，那么在近期的DRAM涨价周期中，这部分库存的价值重估是明显受益的，业绩弹性巨大。请问在2025年报业绩是否体现？商络电子回复：尊敬的投资者您好，相关收益将体现在2025年年报中，整体业绩情况以公司公告为准。感谢您的关注与支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026010700017614.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":["300975","BK0250"],"gpt_icon":0},{"id":"2601822282","title":"商络电子：暂不涉及卫星导航及商业航天业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2601822282","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601822282?lang=zh_cn&edition=full","pubTime":"2026-01-07 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尊敬的投资者您好，截至2025年12月31日，公司股东总数为48,413户。","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/RB2026010700000559.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300975","BK0250"],"gpt_icon":0},{"id":"2601789271","title":"商络电子：未来半导体业务将聚焦AI赛道加大投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2601789271","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601789271?lang=zh_cn&edition=full","pubTime":"2026-01-06 20:53","pubTimestamp":1767704014,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月06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：半导体自主可控日益重要，贵公司半导体业务都有那些合作伙伴？贵公司半导体业务怎么深入规划未来发展的？商络电子回复：尊敬的投资者您好，公司已与超过50项半导体品牌建立稳定的合作。未来半导体业务将聚焦AI赛道加大投入，持续导入国内外头部产品线，提升整体竞争力，同时按应用补齐产品线，从而提升单板物料采购占比与整体方案能力，并依托公司全球布局助力国产产品出海。感谢您的关注和支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026010600040156.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":["300975","159582","BK0250"],"gpt_icon":0},{"id":"2601892727","title":"商络电子：为歌尔、Meta供应AI眼镜器件","url":"https://stock-news.laohu8.com/highlight/detail?id=2601892727","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601892727?lang=zh_cn&edition=full","pubTime":"2026-01-06 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15:06","pubTimestamp":1767683179,"startTime":"0","endTime":"0","summary":"证券之星消息，商络电子(300975)01月06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！请问公司截至12月31日的股东人数是多少？谢谢商络电子回复：尊敬的投资者您好，截至2025年12月31日，公司股东总数为48,413户。感谢您的关注和支持！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），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/RB2026010600019817.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":["BK0250","300975"],"gpt_icon":0},{"id":"2595711464","title":"股市必读：商络电子（300975）12月30日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2595711464","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595711464?lang=zh_cn&edition=full","pubTime":"2025-12-31 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