603212 赛伍技术
已收盘 09-04 15:00:00
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赛伍技术：新能源和电子电力材料板块已形成全产业链材料解决方案
证券之星 · 09-04 17:00
赛伍技术：新能源和电子电力材料板块已形成全产业链材料解决方案
赛伍技术：公司暂未开展光刻胶相关业务
证券之星 · 09-04 17:00
赛伍技术：公司暂未开展光刻胶相关业务
股市必读：赛伍技术中报 - 第二季度单季净利润同比增长119.39%
证券之星 · 08-31
股市必读：赛伍技术中报 - 第二季度单季净利润同比增长119.39%
每周股票复盘：赛伍技术（603212）Q2净利增119.39%
证券之星 · 08-30
每周股票复盘：赛伍技术（603212）Q2净利增119.39%
赛伍技术（603212）2026年中报简析：亏损收窄，盈利能力上升
证券之星 · 08-29
赛伍技术（603212）2026年中报简析：亏损收窄，盈利能力上升
赛伍技术(603212)6月30日股东户数5.26万户，较上期减少17%
证券之星 · 08-28
赛伍技术(603212)6月30日股东户数5.26万户，较上期减少17%
股市必读：赛伍技术新发布《第四届董事会第二次会议决议公告》
证券之星 · 08-28
股市必读：赛伍技术新发布《第四届董事会第二次会议决议公告》
图解赛伍技术中报：第二季度单季净利润同比增长119.39%
证券之星 · 08-28
图解赛伍技术中报：第二季度单季净利润同比增长119.39%
赛伍技术新提交“Ecopica”、“Ecopiga”等2件商标注册申请
证券之星 · 08-06
赛伍技术新提交“Ecopica”、“Ecopiga”等2件商标注册申请
研报掘金丨东兴证券：维持赛伍技术“推荐”评级，光伏与非光业务齐发力
格隆汇 · 07-29
研报掘金丨东兴证券：维持赛伍技术“推荐”评级，光伏与非光业务齐发力
东兴证券：给予赛伍技术增持评级
证券之星 · 07-29
东兴证券：给予赛伍技术增持评级
异动快报：赛伍技术（603212）7月23日13点7分触及涨停板
证券之星 · 07-23
异动快报：赛伍技术（603212）7月23日13点7分触及涨停板
每周股票复盘：赛伍技术（603212）上半年预亏300万至600万
证券之星 · 07-19
每周股票复盘：赛伍技术（603212）上半年预亏300万至600万
赛伍技术（603212）披露2026年半年度业绩预告，7月15日股价下跌0.18%
证券之星 · 07-15
赛伍技术（603212）披露2026年半年度业绩预告，7月15日股价下跌0.18%
股市必读：赛伍技术（603212）预计2026年1-6月扣非后净利润亏损500万元至900万元
证券之星 · 07-15
股市必读：赛伍技术（603212）预计2026年1-6月扣非后净利润亏损500万元至900万元
赛伍技术(603212.SH)：上半年预亏300万元至600万元
中金财经 · 07-14
赛伍技术(603212.SH)：上半年预亏300万元至600万元
每周股票复盘：赛伍技术（603212）非光伏营收占比达30%
证券之星 · 07-12
每周股票复盘：赛伍技术（603212）非光伏营收占比达30%
异动快报：赛伍技术（603212）7月10日13点10分触及涨停板
证券之星 · 07-10
异动快报：赛伍技术（603212）7月10日13点10分触及涨停板
赛伍技术获得实用新型专利授权：“一种绝缘反光贴条及光伏组件”
证券之星 · 07-10
赛伍技术获得实用新型专利授权：“一种绝缘反光贴条及光伏组件”
股市必读：赛伍技术（603212）7月6日披露最新机构调研信息
证券之星 · 07-07
股市必读：赛伍技术（603212）7月6日披露最新机构调研信息
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公司概况
公司名称：
苏州赛伍应用技术股份有限公司
所属行业：
橡胶和塑料制品业
上市日期：
2020-04-30
主营业务：
苏州赛伍应用技术股份有限公司的主营业务是以胶粘剂为核心的薄膜形态高分子功能材料的研发、生产和销售。公司的主要产品是封装胶膜、背板、光伏电站维修延寿（MoPro）业务、光伏其他材料、电芯、模组、电池包结构件、显示材料、声学材料、模组材料、半导体、MLCC、LED、MiniLED。
发行价格：
10.46
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2026-09-07。","floatMarketCap":4878000000},"requestUrl":"/m/hq/s/603212","defaultTab":"news","newsList":[{"id":"2664533857","title":"赛伍技术：新能源和电子电力材料板块已形成全产业链材料解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2664533857","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664533857?lang=zh_cn&edition=full","pubTime":"2026-09-04 17:00","pubTimestamp":1788512438,"startTime":"0","endTime":"0","summary":"在新能源汽车领域，公司新能源和电子电力材料板块已形成涵盖电芯、模组、电池包、车体材料的全产业链材料解决方案，重点覆盖绝缘材料、热安全管理、结构界面整合材料。公司新能源和电子电力材料产品已导入宁德时代、比亚迪等国内头部企业的供应链。公司将持续跟踪新规实施带来的市场机会，积极推进相关产品验证与导入。","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/RB2026090400029599.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":["160640","399941","000941.SH","BK0220","159875","159146","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664527338","title":"赛伍技术：公司暂未开展光刻胶相关业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2664527338","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664527338?lang=zh_cn&edition=full","pubTime":"2026-09-04 17:00","pubTimestamp":1788512436,"startTime":"0","endTime":"0","summary":"证券之星消息，赛伍技术(603212)09月04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，针对目前中日贸易停滞，请问赛伍技术有没有计划光刻胶的技术研发？赛伍技术回复：尊敬的投资者,您好！公司暂未开展光刻胶相关业务。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026090400029594.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":["BK0220","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663025587","title":"股市必读：赛伍技术中报 - 第二季度单季净利润同比增长119.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663025587","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663025587?lang=zh_cn&edition=full","pubTime":"2026-08-31 09:19","pubTimestamp":1788139186,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，赛伍技术报收于11.8元，上涨0.68%，换手率1.91%，成交量8.35万手，成交额9926.47万元。公司公告汇总：公司将于2026年9月15日召开2026年第三次临时股东大会，审议续聘天衡会计师事务所为2026年度审计机构等议案。其中第二季度单季度主营收入6.61亿元，同比下降6.83%；归母净利润755.04万元，同比上升119.39%；扣非净利润484.99万元，同比上升112.65%；负债率38.95%，投资收益55.23万元，财务费用2329.73万元，毛利率10.34%。","market":"hk","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":"https://stock.stockstar.com/RB2026083100003496.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663043854","title":"每周股票复盘：赛伍技术（603212）Q2净利增119.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663043854","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663043854?lang=zh_cn&edition=full","pubTime":"2026-08-30 06:34","pubTimestamp":1788042890,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，赛伍技术报收于11.8元，较上周的11.51元上涨2.52%。本周，赛伍技术8月26日盘中最高价报12.03元。来自业绩披露要点：2026年第二季度归母净利润755.04万元，同比上升119.39%。股本股东变化截至2026年6月30日，赛伍技术股东户数为5.26万户，较3月31日减少1.08万户，减幅为17.0%。2026年第二季度单季主营收入6.61亿元，同比下降6.83%；单季度归母净利润755.04万元，同比上升119.39%；单季度扣非净利润484.99万元，同比上升112.65%。","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/RB2026083000003467.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":"stockstar","symbols":["BK0220","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663163670","title":"赛伍技术（603212）2026年中报简析：亏损收窄，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2663163670","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663163670?lang=zh_cn&edition=full","pubTime":"2026-08-29 06:08","pubTimestamp":1787954905,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期赛伍技术发布2026年中报。本报告期赛伍技术盈利能力上升，毛利率同比增幅372.96%，净利率同比增幅100.1%。基于公司固有的中长期计划，赛伍非光伏板块业务2026年第一季度营业收入占比约30%，较同期提升约7个百分点。2025年全年，公司实现海外业务收入6.18亿元，占当期营收比重为23.57%；2026年第一季度，在光伏胶膜业务板块，海外收入达1.55亿元，胶膜业务海外营收占比已提升至42%。","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/RB2026082900010565.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":"stockstar","symbols":["BK0220","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662481065","title":"赛伍技术(603212)6月30日股东户数5.26万户，较上期减少17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662481065","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662481065?lang=zh_cn&edition=full","pubTime":"2026-08-28 17:37","pubTimestamp":1787909877,"startTime":"0","endTime":"0","summary":"证券之星消息，近日赛伍技术披露，截至2026年6月30日公司股东户数为5.26万户，较3月31日减少1.08万户，减幅为17.0%。在光伏设备行业个股中，赛伍技术股东户数低于行业平均水平，截至6月30日，光伏设备行业平均股东户数为7.52万户。从股价来看，2026年3月31日至2026年6月30日，赛伍技术区间跌幅为6.06%，在此期间股东户数减少1.08万户，减幅为17.0%。","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/RB2026082800040540.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":["603212","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662257039","title":"股市必读：赛伍技术新发布《第四届董事会第二次会议决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662257039","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662257039?lang=zh_cn&edition=full","pubTime":"2026-08-28 06:46","pubTimestamp":1787870778,"startTime":"0","endTime":"0","summary":"截至2026年8月27日收盘，赛伍技术报收于11.72元，上涨0.34%，换手率1.42%，成交量6.23万手，成交额7259.51万元。当日关注点交易信息汇总：8月27日主力资金净流出193.23万元，占总成交额2.66%。公司公告汇总：2026年第二季度太阳能封装胶膜销量为7,100.91万平米，实现营业收入38,586.05万元，平均销售单价同比上升2.84%。上述数据来自公司内部统计，仅用于投资者了解生产经营概况，不构成对未来经营的预测。","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/RB2026082800013168.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":["BK0220","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662878310","title":"图解赛伍技术中报：第二季度单季净利润同比增长119.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662878310","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662878310?lang=zh_cn&edition=full","pubTime":"2026-08-28 01:59","pubTimestamp":1787853557,"startTime":"0","endTime":"0","summary":"证券之星消息，赛伍技术2026年中报显示，上半年度公司主营收入12.64亿元，同比下降6.53%；归母净利润-398.22万元，同比上升94.48%；扣非净利润-626.93万元，同比上升91.6%；其中2026年第二季度，公司单季度主营收入6.61亿元，同比下降6.83%；单季度归母净利润755.04万元，同比上升119.39%；单季度扣非净利润484.99万元，同比上升112.65%；负债率38.95%，投资收益55.23万元，财务费用2329.73万元，毛利率10.34%。财报数据概要请见下图:本文数据来源于赛伍技术2026年中报，仅供参考不构成投资建议。","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":"https://stock.stockstar.com/RB2026082800005393.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657572326","title":"赛伍技术新提交“Ecopica”、“Ecopiga”等2件商标注册申请","url":"https://stock-news.laohu8.com/highlight/detail?id=2657572326","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657572326?lang=zh_cn&edition=full","pubTime":"2026-08-06 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12:27","pubTimestamp":1785299232,"startTime":"0","endTime":"0","summary":"东兴证券股份有限公司近期对赛伍技术进行研究并发布了研究报告《2026年半年度业绩预告点评：光伏与非光业务齐发力，Q2单季扭亏为盈》，给予赛伍技术增持评级。 赛伍技术 传统光伏业务持续改善，高毛利海外市场持续拓展。差异化产品持续突破，TOPCon光转膜已量产交付，钙钛矿TPO胶膜增长势头强劲，2025年出货量增幅达208%。维持公司“推荐”评级。本文数据来源于东兴证券股份有限公司，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/RB2026072900018195.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":["603212","601198"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653716339","title":"异动快报：赛伍技术（603212）7月23日13点7分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2653716339","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653716339?lang=zh_cn&edition=full","pubTime":"2026-07-23 13:10","pubTimestamp":1784783444,"startTime":"0","endTime":"0","summary":"证券之星7月23日盘中消息，13点7分赛伍技术（603212）触及涨停板。其所属行业光伏设备目前上涨。领涨股为赛伍技术。该股为固态电池，锂电池，光伏胶膜概念热股，当日固态电池概念上涨2.73%，锂电池概念上涨2.65%，光伏胶膜概念上涨2.18%。7月22日的资金流向数据方面，主力资金净流出486.61万元，占总成交额5.18%，游资资金净流出306.02万元，占总成交额3.26%，散户资金净流入792.63万元，占总成交额8.45%。近5日资金流向一览见下表：赛伍技术主要指标及行业内排名如下：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":"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/RB2026072300023532.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":["BK0220","603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652423025","title":"每周股票复盘：赛伍技术（603212）上半年预亏300万至600万","url":"https://stock-news.laohu8.com/highlight/detail?id=2652423025","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652423025?lang=zh_cn&edition=full","pubTime":"2026-07-19 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公司高度重视海外市场，2025年海外收入6.18亿元，占总营收23.57%；2026年Q1光伏胶膜海外收入1.55亿元，占胶膜营收比重达42%。","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":"https://stock.stockstar.com/RB2026071200000303.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":["603212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650904892","title":"异动快报：赛伍技术（603212）7月10日13点10分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2650904892","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2650904892?lang=zh_cn&edition=full","pubTime":"2026-07-10 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