688037 芯源微
已收盘 06-12 15:00:01
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芯源微新注册《芯源清洗机系统控制软件V1.0》等2个项目的软件著作权
证券之星 · 06-05
芯源微新注册《芯源清洗机系统控制软件V1.0》等2个项目的软件著作权
A股年内25只半导体大牛股翻倍,千亿巨头盘中飙涨16%
21世纪经济报道 · 06-03
A股年内25只半导体大牛股翻倍,千亿巨头盘中飙涨16%
每周股票复盘:芯源微(688037)将召开2025年年度业绩说明会
证券之星 · 05-31
每周股票复盘:芯源微(688037)将召开2025年年度业绩说明会
芯源微(688037)披露召开2025年年度暨2026年第一季度业绩说明会公告,5月29日股价下跌6.75%
证券之星 · 05-29
芯源微(688037)披露召开2025年年度暨2026年第一季度业绩说明会公告,5月29日股价下跌6.75%
每周股票复盘:芯源微(688037)因涨幅达15%登龙虎榜
证券之星 · 05-17
每周股票复盘:芯源微(688037)因涨幅达15%登龙虎榜
5月12日芯源微(688037)龙虎榜数据:机构净买入2.36亿元,北向资金净买入8278.18万元
证券之星 · 05-12
5月12日芯源微(688037)龙虎榜数据:机构净买入2.36亿元,北向资金净买入8278.18万元
政策加码支撑科技主线,科创100ETF华夏(588800)强势拉升,成分股芯源微涨超17%
证券之星 · 05-12
政策加码支撑科技主线,科创100ETF华夏(588800)强势拉升,成分股芯源微涨超17%
每周股票复盘:芯源微(688037)Q1营收增20.08%但净利降24.7%
证券之星 · 05-02
每周股票复盘:芯源微(688037)Q1营收增20.08%但净利降24.7%
东吴证券:给予芯源微增持评级
证券之星 · 05-01
东吴证券:给予芯源微增持评级
芯源微(688037)2026年一季报简析:增收不增利,存货明显上升
证券之星 · 05-01
芯源微(688037)2026年一季报简析:增收不增利,存货明显上升
图解芯源微一季报:第一季度单季净利润同比下降24.70%
证券之星 · 04-30
图解芯源微一季报:第一季度单季净利润同比下降24.70%
芯源微最新公告:第一季度净利润为350.89万元
证券之星 · 04-29
芯源微最新公告:第一季度净利润为350.89万元
半导体设备股持续走强,芯源微盘中“20cm”涨停
证券之星 · 04-27
半导体设备股持续走强,芯源微盘中“20cm”涨停
每周股票复盘:芯源微(688037)化学清洗与先进封装订单高增
证券之星 · 04-26
每周股票复盘:芯源微(688037)化学清洗与先进封装订单高增
华商基金张永志旗下华商稳健A一季报最新持仓,重仓芯源微
证券之星 · 04-23
华商基金张永志旗下华商稳健A一季报最新持仓,重仓芯源微
【机构调研记录】南华基金调研史丹利、芯源微
证券之星 · 04-23
【机构调研记录】南华基金调研史丹利、芯源微
【机构调研记录】中海基金调研芯源微
证券之星 · 04-23
【机构调研记录】中海基金调研芯源微
艾定飞2026年一季度表现,华商上证科创板100指数增强A基金季度涨幅3.4%
证券之星 · 04-22
艾定飞2026年一季度表现,华商上证科创板100指数增强A基金季度涨幅3.4%
芯源微(688037)披露董事及高级管理人员薪酬管理制度,4月20日股价下跌0.1%
证券之星 · 04-20
芯源微(688037)披露董事及高级管理人员薪酬管理制度,4月20日股价下跌0.1%
股市必读:芯源微年报 - 第四季度单季净利润同比下降14.10%
证券之星 · 04-20
股市必读:芯源微年报 - 第四季度单季净利润同比下降14.10%
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公司概况
公司名称:
沈阳芯源微电子设备股份有限公司
所属行业:
专用设备制造业
上市日期:
2019-12-16
主营业务:
沈阳芯源微电子设备股份有限公司的主营业务是半导体专用设备的研发、生产和销售。公司的主要产品是前道涂胶显影设备、前道化学清洗设备、前道物理清洗设备、涂胶显影设备、单片式湿法设备、临时键合、解键合设备、化合物等小尺寸设备。公司获得了“优秀爱心企业”的称号。
发行价格:
26.97
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15:30:00","preClose":260.3},"floatMarketCap":51534000000},"requestUrl":"/m/hq/s/688037","defaultTab":"news","newsList":[{"id":"2641611701","title":"芯源微新注册《芯源清洗机系统控制软件V1.0》等2个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2641611701","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641611701?lang=zh_cn&edition=full","pubTime":"2026-06-05 02:09","pubTimestamp":1780596554,"startTime":"0","endTime":"0","summary":"证券之星消息,近日芯源微(688037)新注册了2个项目的软件著作权,包括《芯源清洗机系统控制软件V1.0》、《芯源背面腐蚀系统控制软件V1.0》等。今年以来芯源微新注册软件著作权13个,较去年同期增加了62.5%。结合公司2025年年报财务数据,2025年公司在研发方面投入了2.55亿元,同比减14.21%。通过天眼查大数据分析,沈阳芯源微电子设备股份有限公司共对外投资了8家企业,参与招投标项目335次;财产线索方面有商标信息49条,专利信息689条,著作权信息107条;此外企业还拥有行政许可69个。数据来源:天眼查APP以上内容为证券之星据公开信息整理,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/RB2026060500000086.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":["688037","BK0251","159180"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640702439","title":"A股年内25只半导体大牛股翻倍,千亿巨头盘中飙涨16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640702439","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640702439?lang=zh_cn&edition=full","pubTime":"2026-06-03 17:18","pubTimestamp":1780478280,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 截至3日收盘,A股半导体概念大爆发,广立微涨幅超17%领涨,源杰科技、沐曦股份涨幅超16%、14%,据Wind数据,A股年内25只半导体概念股涨幅翻倍,其中涨幅最高为源杰科技,年内涨幅超217%。 3日午后,A股市场半导体设备板块异动拉升,成为当日盘面焦点。千亿半导体巨头盛美上海涨超16%,强势领涨,截至收盘涨幅收窄至12.39%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.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":"sina","symbols":["SGXZ81163826.USD","LU2460026573.USD","SGXZ49509284.SGD","LU0278937759.USD","BK0259","688037","300604","688072","688082","688200","688409","LU0348805143.USD","BK0251","BK0214","BK0125","301629","688498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639960150","title":"每周股票复盘:芯源微(688037)将召开2025年年度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2639960150","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639960150?lang=zh_cn&edition=full","pubTime":"2026-05-31 01:14","pubTimestamp":1780161251,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘,芯源微报收于245.3元,较上周的288.74元下跌15.04%。本周,芯源微5月25日盘中最高价报307.5元。本周关注点公司公告汇总:芯源微将于2026年6月5日召开2025年年度暨2026年第一季度业绩说明会。投资者可于2026年5月29日至6月4日16:00前通过上证路演中心网站或公司邮箱688037@kingsemi.com提问,公司在说明会上将对普遍关注的问题进行回应。说明会结束后可通过上证路演中心查看会议情况。","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/RB2026053100000084.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639673803","title":"芯源微(688037)披露召开2025年年度暨2026年第一季度业绩说明会公告,5月29日股价下跌6.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2639673803","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639673803?lang=zh_cn&edition=full","pubTime":"2026-05-29 22:03","pubTimestamp":1780063405,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘,芯源微报收于245.3元,较前一交易日下跌6.75%,最新总市值为494.59亿元。近日,芯源微发布《关于召开2025年年度暨2026年第一季度业绩说明会的公告》。公告显示,公司将于2026年6月5日上午9:00-10:00通过上证路演中心网络互动方式召开业绩说明会,介绍公司经营成果及财务状况。说明会结束后可通过上证路演中心查看会议情况。","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/RB2026052900045726.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":["688037","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636706169","title":"每周股票复盘:芯源微(688037)因涨幅达15%登龙虎榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2636706169","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636706169?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:54","pubTimestamp":1778954052,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘,芯源微报收于276.74元,较上周的227.97元上涨21.39%。本周,芯源微5月15日盘中最高价报297.47元,股价触及近一年最高点。5月11日盘中最低价报223.01元。芯源微当前最新总市值557.98亿元,在半导体板块市值排名48/173,在两市A股市值排名386/5203。本周关注点来自交易信息汇总:芯源微因日收盘价格涨幅达到15%登上龙虎榜。此次是近5个交易日内第1次上榜。","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/RB2026051700000387.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":["BK0251","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634629421","title":"5月12日芯源微(688037)龙虎榜数据:机构净买入2.36亿元,北向资金净买入8278.18万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634629421","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634629421?lang=zh_cn&edition=full","pubTime":"2026-05-12 17:28","pubTimestamp":1778578085,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年5月12日公布的交易公开信息显示,芯源微因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年5月12日收盘,芯源微报收于273.74元,上涨15.76%,换手率7.04%,成交量14.2万手,成交额37.54亿元。从龙虎榜公布的当日买卖数据来看,机构合计净买入2.36亿元,北向资金合计净买入8278.18万元。深股通专用、沪股通专用为北向资金的交易席位。","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/RB2026051200029688.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":["688037","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634250287","title":"政策加码支撑科技主线,科创100ETF华夏(588800)强势拉升,成分股芯源微涨超17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634250287","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634250287?lang=zh_cn&edition=full","pubTime":"2026-05-12 10:58","pubTimestamp":1778554686,"startTime":"0","endTime":"0","summary":"科创100ETF华夏强势拉升翻红,截止10:50,上涨0.90%。个股表现来看,科创100指数前50只权重股中,涨幅靠前的有,芯源微涨17.02%,中科蓝讯涨7.11%,源杰科技涨6.83%,固德威涨5.78%。行业表现来看,科创100指数前几大重仓行业中,半导体上涨1.27%,电池下跌1.58%,化学制药下跌0.91%,通信设备上涨3.12%,IT服务Ⅱ下跌1.38%。科创100ETF华夏跟踪上证科创板100指数,该指数从上海证券交易所科创板中选取市值中等且流动性较好的100只证券作为样本。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2f4e23f455f5a9e593faeb6743b7d73d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/SS2026051200014481.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["588800","688037","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632864674","title":"每周股票复盘:芯源微(688037)Q1营收增20.08%但净利降24.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632864674","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632864674?lang=zh_cn&edition=full","pubTime":"2026-05-02 01:07","pubTimestamp":1777655230,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘,芯源微报收于232.11元,较上周的179.95元上涨28.99%。本周,芯源微4月30日盘中最高价报245.0元,股价触及近一年最高点。股本股东变化截至2026年3月31日,芯源微股东户数为1.56万户,较2025年12月31日增加3325.0户,增幅27.13%。业绩披露要点芯源微2026年一季报显示,公司主营收入3.31亿元,同比上升20.08%;归母净利润350.89万元,同比下降24.7%;扣非净利润-756.76万元,同比上升81.11%;负债率54.06%,投资收益-29.75万元,财务费用952.28万元,毛利率46.69%。","market":"fut","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/RB2026050200000069.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":["688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632974996","title":"东吴证券:给予芯源微增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2632974996","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632974996?lang=zh_cn&edition=full","pubTime":"2026-05-01 14:45","pubTimestamp":1777617917,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司周尔双,李文意近期对芯源微进行研究并发布了研究报告《2026一季报点评:订单驱动营收稳健增长,国产替代进程加速推进》,给予芯源微增持评级。最新盈利预测明细如下:该股最近90天内共有7家机构给出评级,买入评级4家,增持评级3家;过去90天内机构目标均价为198.0。","market":"sh","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/RB2026050100013290.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":["601555","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632660484","title":"芯源微(688037)2026年一季报简析:增收不增利,存货明显上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2632660484","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632660484?lang=zh_cn&edition=full","pubTime":"2026-05-01 06:45","pubTimestamp":1777589141,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理,近期芯源微发布2026年一季报。截至本报告期末,公司营业总收入3.31亿元,同比上升20.08%,归母净利润350.89万元,同比下降24.7%。本报告期芯源微存货明显上升,存货同比增幅达35.85%。持有芯源微最多的基金为东方人工智能主题混合A,目前规模为10.29亿元,最新净值2.0712,较上一交易日上涨0.8%,近一年上涨91.23%。在临时键合领域,芯源微目前稳居国产龙头,竞争优势较为明显,未来随着客户扩产的推进,订单也将持续放量。","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/RB2026050100007126.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":["BK0251","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631528793","title":"图解芯源微一季报:第一季度单季净利润同比下降24.70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631528793","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631528793?lang=zh_cn&edition=full","pubTime":"2026-04-30 03:32","pubTimestamp":1777491163,"startTime":"0","endTime":"0","summary":"证券之星消息,芯源微2026年一季报显示,一季度公司主营收入3.31亿元,同比上升20.08%;归母净利润350.89万元,同比下降24.7%;扣非净利润-756.76万元,同比上升81.11%;负债率54.06%,投资收益-29.75万元,财务费用952.28万元,毛利率46.69%。财报数据概要请见下图: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":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000009721.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":["688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631594978","title":"芯源微最新公告:第一季度净利润为350.89万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631594978","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631594978?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:20","pubTimestamp":1777458005,"startTime":"0","endTime":"0","summary":"芯源微(688037.SH)公告称,2026年第一季度实现营业收入3.31亿元,同比增长20.08%;归属于上市公司股东的净利润为350.89万元,同比下降24.70%。注:公司Q1净利润0.04亿,2025年Q4净利润0.82亿,据此计算,Q1净利润环比下降95%。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":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900058654.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":["688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630357662","title":"半导体设备股持续走强,芯源微盘中“20cm”涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2630357662","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630357662?lang=zh_cn&edition=full","pubTime":"2026-04-27 14:30","pubTimestamp":1777271433,"startTime":"0","endTime":"0","summary":"4月27日,半导体设备股持续走高,芯源微盘中一度“20cm”涨停。消息面上,据SEMI 2026年4月最新数据,2025年全球半导体设备出货额达1351亿美元,同比增长15%,创历史新高,中国大陆设备支出处于近历史高位的49亿美元。在此背景下,我国半导体设备行业叠加国产替代需求催化,也将加速扩容。业绩方面,2025年年报显示,公司实现营业总收入19.48亿元,同比增长11.11%。其中第四季度单季营收9.58亿元,同比增长48%,环比增长58%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76b1e3f55158a0b3ace971676a55bf58","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026042700021362.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":["688037","159582","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630280225","title":"每周股票复盘:芯源微(688037)化学清洗与先进封装订单高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2630280225","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630280225?lang=zh_cn&edition=full","pubTime":"2026-04-26 05:31","pubTimestamp":1777152671,"startTime":"0","endTime":"0","summary":"截至2026年4月24日收盘,芯源微报收于179.95元,较上周的182.0元下跌1.13%。本周,芯源微4月23日盘中最高价报190.0元。本周关注点来自机构调研要点:2025年化学清洗和后道先进封装产品签单占比较高,化学清洗占比快速提升。来自机构调研要点:化学清洗机工艺覆盖率超90%,高端机型已获客户认可并放量。Q6化学清洗产品进展及市场覆盖?在临时键合领域,芯源微目前稳居国产龙头,竞争优势较为明显,未来随着客户扩产的推进,订单也将持续放量。","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/RB2026042600002373.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":["688037","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629004884","title":"华商基金张永志旗下华商稳健A一季报最新持仓,重仓芯源微","url":"https://stock-news.laohu8.com/highlight/detail?id=2629004884","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629004884?lang=zh_cn&edition=full","pubTime":"2026-04-23 13:27","pubTimestamp":1776922036,"startTime":"0","endTime":"0","summary":"证券之星消息,4月22日华商基金旗下张永志管理的华商稳健双利债券型基金公布一季报,近1年净值增长率11.48%。与上一季度相比,该基金前十大重仓股新增拓荆科技,海光信息,安集科技,燕东微,沃尔德,广联航空;并对芯源微增仓22.53万股,为该基金第一大重仓股;浪潮信息,东睦股份,华虹公司,博汇纸业,森麒麟,北方华创等退出前十大重仓股;详细数据如下: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/RB2026042300036462.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":["BK0251","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629595074","title":"【机构调研记录】南华基金调研史丹利、芯源微","url":"https://stock-news.laohu8.com/highlight/detail?id=2629595074","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629595074?lang=zh_cn&edition=full","pubTime":"2026-04-23 08:04","pubTimestamp":1776902658,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及4月22日披露的机构调研信息,南华基金近期对2家上市公司进行了调研,相关名单如下:1)史丹利 史丹利2026年一季报显示,一季度公司主营收入40.6亿元,同比上升19.22%;归母净利润3.42亿元,同比上升18.54%;扣非净利润3.15亿元,同比上升18.78%;负债率43.34%,投资收益1496.81万元,财务费用1094.42万元,毛利率17.32%。","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/RB2026042300020176.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":["BK0251","BK0070","BK0028","002588","BK0027","BK0188","BK0229","688037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629074518","title":"【机构调研记录】中海基金调研芯源微","url":"https://stock-news.laohu8.com/highlight/detail?id=2629074518","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629074518?lang=zh_cn&edition=full","pubTime":"2026-04-23 08:04","pubTimestamp":1776902644,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及4月22日披露的机构调研信息,中海基金近期对1家上市公司进行了调研,相关名单如下:1)芯源微 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