688386 泛亚微透
已收盘 10-13 15:00:00
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9月28日泛亚微透跌6.58%，兴全合远两年持有混合A基金重仓该股
证券之星 · 09-28
9月28日泛亚微透跌6.58%，兴全合远两年持有混合A基金重仓该股
泛亚微透：高耐弯折线缆已对北美头部人形机器人客户小批量供货
证券之星 · 09-28
泛亚微透：高耐弯折线缆已对北美头部人形机器人客户小批量供货
9月24日泛亚微透跌5.06%，兴全合远两年持有混合A基金重仓该股
证券之星 · 09-24
9月24日泛亚微透跌5.06%，兴全合远两年持有混合A基金重仓该股
9月23日泛亚微透涨8.45%，兴全合远两年持有混合A基金重仓该股
证券之星 · 09-23
9月23日泛亚微透涨8.45%，兴全合远两年持有混合A基金重仓该股
每周股票复盘：泛亚微透（688386）现折价21.39%大宗交易
证券之星 · 09-20
每周股票复盘：泛亚微透（688386）现折价21.39%大宗交易
泛亚微透半年报：核心产品放量 新产能加速释放
中金财经 · 09-04
泛亚微透半年报：核心产品放量 新产能加速释放
泛亚微透：上半年营收同比增长22.72%
中金财经 · 09-04
泛亚微透：上半年营收同比增长22.72%
9月3日泛亚微透跌5.34%，兴全合远两年持有混合A基金重仓该股
证券之星 · 09-03
9月3日泛亚微透跌5.34%，兴全合远两年持有混合A基金重仓该股
泛亚微透：调价存在时间滞后性、幅度不完全匹配原材料涨幅
证券之星 · 09-03
泛亚微透：调价存在时间滞后性、幅度不完全匹配原材料涨幅
9月1日泛亚微透跌5.47%，兴全合远两年持有混合A基金重仓该股
证券之星 · 09-01
9月1日泛亚微透跌5.47%，兴全合远两年持有混合A基金重仓该股
泛亚微透（688386）2026年中报简析：增收不增利，应收账款上升
证券之星 · 08-30
泛亚微透（688386）2026年中报简析：增收不增利，应收账款上升
泛亚微透(688386.SH)发布半年度业绩，归母净利润3115万元，同比下降42.78%
智通财经 · 08-28
泛亚微透(688386.SH)发布半年度业绩，归母净利润3115万元，同比下降42.78%
泛亚微透（688386）披露2026年半年度报告及调整募投项目投入金额议案，8月28日股价下跌4.61%
证券之星 · 08-28
泛亚微透（688386）披露2026年半年度报告及调整募投项目投入金额议案，8月28日股价下跌4.61%
泛亚微透半年报：核心产品放量 新产能加速释放
中国财富通 · 08-28
泛亚微透半年报：核心产品放量 新产能加速释放
泛亚微透(688386)6月30日股东户数0.7万户，较上期增加14.42%
证券之星 · 08-28
泛亚微透(688386)6月30日股东户数0.7万户，较上期增加14.42%
泛亚微透：上半年营收同比增长22.72%
中国财富通 · 08-28
泛亚微透：上半年营收同比增长22.72%
8月19日泛亚微透跌10.68%，兴全合远两年持有混合A基金重仓该股
证券之星 · 08-19
8月19日泛亚微透跌10.68%，兴全合远两年持有混合A基金重仓该股
股市必读：泛亚微透（688386）8月4日董秘有最新回复
证券之星 · 08-05
股市必读：泛亚微透（688386）8月4日董秘有最新回复
泛亚微透：高耐弯折线缆已对北美某头部人形机器人客户小批量供货
证券之星 · 08-04
泛亚微透：高耐弯折线缆已对北美某头部人形机器人客户小批量供货
泛亚微透：ePTFE绕包材料已通过部分下游客户产品验证
证券之星 · 08-04
泛亚微透：ePTFE绕包材料已通过部分下游客户产品验证
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公司概况
公司名称：
江苏泛亚微透科技股份有限公司
所属行业：
橡胶和塑料制品业
上市日期：
2020-10-16
主营业务：
江苏泛亚微透科技股份有限公司的主营业务是为下游高端制造业提供防水透气、压力平衡、除湿防雾、隔热保温、减震降噪、高可靠连接的材料与系统解决方案。公司的主要产品是ePTFE微透产品、线束、密封件、气体管理产品、挡水膜、吸隔声产品、CMD、气凝胶。
发行价格：
16.28
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16:44","pubTimestamp":1790585094,"startTime":"0","endTime":"0","summary":"证券之星消息，9月28日泛亚微透跌6.58%，收盘报45.88元，换手率2.88%，成交量2.87万手，成交额1.34亿元。重仓泛亚微透的公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级2家。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4家，其中持有数量最多的公募基金为兴证全球基金的兴全合远两年持有混合A。兴全合远两年持有混合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":"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/RB2026092800021567.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","688386"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670128251","title":"泛亚微透：高耐弯折线缆已对北美头部人形机器人客户小批量供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2670128251","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670128251?lang=zh_cn&edition=full","pubTime":"2026-09-28 15:36","pubTimestamp":1790580992,"startTime":"0","endTime":"0","summary":"证券之星消息，泛亚微透09月28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，公开信息显示 泛亚微透之前有机器人相关业务进展，请问截止9月，目前机器人领域业务进展如何？在客户端进展方面，高耐弯折线缆已经实现对北美某头部人形机器人客户小批量供货；电子皮肤方向，此前已经向国内某客户交付了带传感器的灵巧手手套，向北美某客户的100套灵巧手手套订单。","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/RB2026092800014917.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":["688386","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669929463","title":"9月24日泛亚微透跌5.06%，兴全合远两年持有混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2669929463","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669929463?lang=zh_cn&edition=full","pubTime":"2026-09-24 16:38","pubTimestamp":1790239127,"startTime":"0","endTime":"0","summary":"证券之星消息，9月24日泛亚微透跌5.06%，收盘报49.11元，换手率3.62%，成交量3.61万手，成交额1.79亿元。重仓泛亚微透的公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级2家。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4家，其中持有数量最多的公募基金为兴证全球基金的兴全合远两年持有混合A。兴全合远两年持有混合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/RB2026092400028551.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":["688386","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669109988","title":"9月23日泛亚微透涨8.45%，兴全合远两年持有混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2669109988","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669109988?lang=zh_cn&edition=full","pubTime":"2026-09-23 16:38","pubTimestamp":1790152689,"startTime":"0","endTime":"0","summary":"证券之星消息，9月23日泛亚微透涨8.45%，收盘报51.73元，换手率5.56%，成交量5.54万手，成交额2.79亿元。重仓泛亚微透的公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级2家。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4家，其中持有数量最多的公募基金为兴证全球基金的兴全合远两年持有混合A。兴全合远两年持有混合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/RB2026092300028199.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","688386"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668890675","title":"每周股票复盘：泛亚微透（688386）现折价21.39%大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2668890675","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668890675?lang=zh_cn&edition=full","pubTime":"2026-09-20 01:29","pubTimestamp":1789838951,"startTime":"0","endTime":"0","summary":"截至2026年9月18日收盘，泛亚微透报收于47.02元，较上周的44.89元上涨4.74%。本周，泛亚微透9月17日盘中最高价报48.01元。9月14日盘中最低价报43.53元，股价触及近一年最低点。泛亚微透当前最新总市值46.84亿元，在塑料板块市值排名44/72，在两市A股市值排名3358/5220。交易信息汇总9月14日泛亚微透现1笔折价21.39%的大宗交易，合计成交201.15万元。","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/RB2026092000000272.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":["688386","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664834913","title":"泛亚微透半年报：核心产品放量 新产能加速释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2664834913","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664834913?lang=zh_cn&edition=full","pubTime":"2026-09-04 10:12","pubTimestamp":1788487932,"startTime":"0","endTime":"0","summary":"营收稳健增长 核心产品放量泛亚微透核心产品CMD凝露控制器营收保持高速增长。报告期内，泛亚微透持续推进CMD智能化产线建设，项目达产后整体产能将达到5483万只，充分匹配新能源动力电池、智能车灯、工业设备的增量订单需求。在人形机器人领域，泛亚微透重点推进电子皮肤基材与高耐弯折特种线束两大核心产品商业化放量。","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":"http://sc.stock.cnfol.com/gushizhibo/20260904/32359749.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":"zhongjincaijing_highlight","symbols":["BK0220","688386"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664383426","title":"泛亚微透：上半年营收同比增长22.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664383426","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664383426?lang=zh_cn&edition=full","pubTime":"2026-09-04 10:12","pubTimestamp":1788487932,"startTime":"0","endTime":"0","summary":"8月28日，江苏泛亚微透科技股份有限公司(688386)发布 2026 年半年度报告。报告期内实现营业收入3.49 亿元，同比增长22.72%；研发投入占比达6.24%，同比提升2.22%。公司处于新产能集中释放与新兴业务培育关键期，持续加大研发投入，核心产品 CMD、高性能线束营收高速增长，人形机器人电子皮肤等新兴业务加速落地。报告期内公司完成非公开发行，募资 6.71 亿元，为产能扩张与新材料产业化提供支撑。","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":"http://sc.stock.cnfol.com/gushizhibo/20260904/32359750.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":["688386"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664203128","title":"9月3日泛亚微透跌5.34%，兴全合远两年持有混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2664203128","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664203128?lang=zh_cn&edition=full","pubTime":"2026-09-03 16:38","pubTimestamp":1788424690,"startTime":"0","endTime":"0","summary":"证券之星消息，9月3日泛亚微透跌5.34%，收盘报48.94元，换手率5.0%，成交量4.98万手，成交额2.46亿元。重仓泛亚微透的公募基金请见下表：该股最近90天内共有3家机构给出评级，买入评级3家。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4家，其中持有数量最多的公募基金为兴证全球基金的兴全合远两年持有混合A。兴全合远两年持有混合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":"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/RB2026090300030083.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":["688386","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664229508","title":"泛亚微透：调价存在时间滞后性、幅度不完全匹配原材料涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2664229508","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664229508?lang=zh_cn&edition=full","pubTime":"2026-09-03 15:33","pubTimestamp":1788420812,"startTime":"0","endTime":"0","summary":"谢谢泛亚微透回复：尊敬的投资者您好！公司与部分下游客户合同约定价格调整存在固定周期、调价触发条件与审核流程，并非原材料价格上涨即可即时同步提价。调价申请需要经过客户内部供应链、采购、成本多部门评审，商务谈判周期较长，短期无法将原材料增量成本全部转嫁给下游。总体来说并非完全不能传导，而是传导存在时间滞后性、传导幅度不完全匹配原材料涨幅，成本消化是分阶段逐步实现。","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/RB2026090300023312.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":["688386","BK0220"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664834095","title":"9月1日泛亚微透跌5.47%，兴全合远两年持有混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2664834095","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664834095?lang=zh_cn&edition=full","pubTime":"2026-09-01 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披露2026年半年度报告，报告期公司实现营业收入3.49亿元，同比增长22.72%;归属于上市公司股东的净利润3115万元，同比下降42.78%;归属于上市公司股东的扣除非经常性损益的净利润2971万元，同比下降44.66%;基本每股收益0.32元。报告期内，公司核心产品CMD、高性能线束等产品营收保持高速增长，但是受原材料涨价等因素影响，导致公司车规级线束业务持续亏损;同时，公司加大研发投入，借款利息增加，导致净利润同比有所下降。","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":"http://www.zhitongcaijing.com/content/detail/1488664.html","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":"stock_zhitongcaijing","symbols":["688386"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662099581","title":"泛亚微透（688386）披露2026年半年度报告及调整募投项目投入金额议案，8月28日股价下跌4.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099581","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662099581?lang=zh_cn&edition=full","pubTime":"2026-08-28 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