688825 长鑫科技
已收盘 10-22 15:00:00
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毛利率飙升有“后遗症”？存储板块投资堪比高空作业
东方财富网 · 10-22 17:58
毛利率飙升有“后遗症”？存储板块投资堪比高空作业
长鑫科技，午后反转
东方财富网 · 10-22 14:30
长鑫科技，午后反转
大行评级｜大摩：维持长鑫科技“增持”评级及目标价88元，认为可趁低吸纳
格隆汇 · 10-22 13:43
大行评级｜大摩：维持长鑫科技“增持”评级及目标价88元，认为可趁低吸纳
大摩：长鑫科技第三季名义盈利逊预期 惟定价及利润率料维持完好
同花顺 · 10-22 13:31
大摩：长鑫科技第三季名义盈利逊预期 惟定价及利润率料维持完好
长鑫科技（688825）10月21日主力资金净买入2.76亿元
证券之星 · 10-22 08:23
长鑫科技（688825）10月21日主力资金净买入2.76亿元
周期拐点之争升温，Q3 环比增速骤降：长鑫科技落子何处
东方财富网 · 10-21 21:08
周期拐点之争升温，Q3 环比增速骤降：长鑫科技落子何处
前三季度归母净利润扭亏，西安奕材吃到“长鑫红利”
东方财富网 · 10-21 18:21
前三季度归母净利润扭亏，西安奕材吃到“长鑫红利”
10月21日长鑫科技发生3笔大宗交易 成交金额1492.13万元
证券之星 · 10-21 18:03
10月21日长鑫科技发生3笔大宗交易 成交金额1492.13万元
今夜，利好来袭！高盛唱多长鑫科技！章盟主加仓它
同花顺 · 10-20 23:35
今夜，利好来袭！高盛唱多长鑫科技！章盟主加仓它
10月20日长鑫科技现1612.8万元大宗交易
证券之星 · 10-20 17:28
10月20日长鑫科技现1612.8万元大宗交易
长鑫科技股东名单里，藏着7家券商，华安证券凭什么被看见？
新浪财经 · 10-20 16:52
长鑫科技股东名单里，藏着7家券商，华安证券凭什么被看见？
华安证券总经理复盘投资长鑫科技：答案不在某一次决策，而在“义利选择”
新浪财经 · 10-20 16:46
华安证券总经理复盘投资长鑫科技：答案不在某一次决策，而在“义利选择”
研报掘金丨申万宏源研究：维持长鑫科技“买入”评级，推进4F2加速RDIMM研发
格隆汇 · 10-20 16:00
研报掘金丨申万宏源研究：维持长鑫科技“买入”评级，推进4F2加速RDIMM研发
高盛逆势唱多长鑫科技：Q3营收超预期30%，上调目标价至130元
华尔街见闻 · 10-20 14:27
高盛逆势唱多长鑫科技：Q3营收超预期30%，上调目标价至130元
瑞银：料内地券商第三季经常性净利润同比增16% 长鑫科技(688825.SH)上市成关键缓冲
智通财经 · 10-20 14:19
瑞银：料内地券商第三季经常性净利润同比增16% 长鑫科技(688825.SH)上市成关键缓冲
大行评级｜高盛：微升长鑫科技目标价至130元，第三季收入及纯利指引胜预期
格隆汇 · 10-20 13:36
大行评级｜高盛：微升长鑫科技目标价至130元，第三季收入及纯利指引胜预期
长鑫科技业绩炸裂股价却大跌，硬科技集体回购释放何种信号？
东方财富网 · 10-20 10:50
长鑫科技业绩炸裂股价却大跌，硬科技集体回购释放何种信号？
171股获融资买入超亿元，长鑫科技获买入19.42亿元居首
南方财经网 · 10-20 08:58
171股获融资买入超亿元，长鑫科技获买入19.42亿元居首
长鑫科技：2026年第二次临时股东会决议公告
证券日报网 · 10-19
长鑫科技：2026年第二次临时股东会决议公告
A股公告精选 | 长鑫科技(688825.SH)预计前三季度归母净利润1310亿元至1325亿元 同比扭亏为盈
智通财经 · 10-19
A股公告精选 | 长鑫科技(688825.SH)预计前三季度归母净利润1310亿元至1325亿元 同比扭亏为盈
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公司概况
公司名称：
长鑫科技集团股份有限公司
所属行业：
--
上市日期：
2026-07-27
主营业务：
长鑫科技集团股份有限公司的主营业务是DRAM产品研发、设计、生产及销售。公司的主要产品是DRAM芯片、DRAM模组、DRAM晶圆、技术及研发服务、晶圆代工服务、配套光罩产品。公司正逐步进入主要厂商阵营，按出货量和销售额统计，公司已成为中国第一、全球第四的DRAM厂商。
发行价格：
8.66
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14:30","pubTimestamp":1792650652,"startTime":"0","endTime":"0","summary":"22日午后，早盘一度大跌超4%的长鑫科技现“U”型反转，午后逐步拉升，截至发稿跌0.71%，股价重新站上40元，最新股价报40.68元/股，最新总市值为2.8万亿元。长鑫科技近一个月来股价显著回调，今日盘中最低价一度触及39.1元/股，已较最高点跌去超30%。午后多只指数出现反弹。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1354,202610223904021174.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202610223904021174.html","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":"east_money_stock","symbols":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677893542","title":"大行评级｜大摩：维持长鑫科技“增持”评级及目标价88元，认为可趁低吸纳","url":"https://stock-news.laohu8.com/highlight/detail?id=2677893542","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677893542?lang=zh_cn&edition=full","pubTime":"2026-10-22 13:43","pubTimestamp":1792647808,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677182935","title":"大摩：长鑫科技第三季名义盈利逊预期 惟定价及利润率料维持完好","url":"https://stock-news.laohu8.com/highlight/detail?id=2677182935","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677182935?lang=zh_cn&edition=full","pubTime":"2026-10-22 13:31","pubTimestamp":1792647060,"startTime":"0","endTime":"0","summary":"10月22日，摩根士丹利发表研究报告指，长鑫科技(688825.SH)公布第三季初步业绩，收入中位数为1,172亿元人民币(下同)，按季升18%，但低于该行预期7%，该行归因于产能限制而非价格下跌。公司 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20261022/c680969865.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20261022/c680969865.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":"tonghuashun","symbols":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677866429","title":"长鑫科技（688825）10月21日主力资金净买入2.76亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677866429","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677866429?lang=zh_cn&edition=full","pubTime":"2026-10-22 08:23","pubTimestamp":1792628605,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月21日收盘，长鑫科技报收于40.97元，上涨1.61%，换手率5.11%，成交量230.02万手，成交额94.8亿元。近5日资金流向一览见下表：长鑫科技融资融券信息显示，融资方面，当日融资买入9.11亿元，融资偿还8.69亿元，融资净买入4205.78万元，连续3日净买入累计11.17亿元。长鑫科技主营业务：DRAM产品的研发、设计、生产及销售。","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/RB2026102200006812.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":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677467738","title":"周期拐点之争升温，Q3 环比增速骤降：长鑫科技落子何处","url":"https://stock-news.laohu8.com/highlight/detail?id=2677467738","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677467738?lang=zh_cn&edition=full","pubTime":"2026-10-21 21:08","pubTimestamp":1792588094,"startTime":"0","endTime":"0","summary":"国产DRAM龙头长鑫科技正在资本市场走出一轮跌宕起伏的行情。10月19日，其盘中报价41元，跌幅一度近9%，10月20日盘中一度跌超4%，直到10月21日才翻红报收40.97元，涨1.61%。虽然长鑫科技此前刚抛出一份增长的前三季度预报，但资本市场“炒”的更多还是预期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1354,202610213902912993.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202610213902912993.html","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":"east_money_stock","symbols":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677678778","title":"前三季度归母净利润扭亏，西安奕材吃到“长鑫红利”","url":"https://stock-news.laohu8.com/highlight/detail?id=2677678778","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677678778?lang=zh_cn&edition=full","pubTime":"2026-10-21 18:21","pubTimestamp":1792578091,"startTime":"0","endTime":"0","summary":"10月19日，西安奕材（688783.SH）交出上市后首份三季报。2026年前三季度，公司实现营业收入26.51亿元，同比增长37.16%；归属于上市公司股东的净利润1.51亿元，同比增长127.14%，实现扭亏为盈；经营活动产生的现金流量净额6.49亿元，同比增长44.16%。但拆开利润表发现，前三季度扣非净利润为-4.73亿元，同比减亏16.62%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://stock.eastmoney.com/news/11134,202610213902767877.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/news/11134,202610213902767877.html","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":"east_money_stock","symbols":["HBM","DISK","688783","COPP","FTXL","HBMX","688825","DRMP","DRMY","IPOS","BK4168"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677208026","title":"10月21日长鑫科技发生3笔大宗交易 成交金额1492.13万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677208026","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677208026?lang=zh_cn&edition=full","pubTime":"2026-10-21 18:03","pubTimestamp":1792577008,"startTime":"0","endTime":"0","summary":"证券之星消息，10月21日长鑫科技发生大宗交易，交易数据如下：近三个月该股共发生20笔大宗交易，合计成交16.69万手，折价成交1笔。该股近期无解禁股上市。截至2026年10月21日收盘，长鑫科技(688825)报收于40.97元，上涨1.61%，换手率5.11%，成交量230.02万手，成交额94.8亿元。该股最近90天内共有12家机构给出评级，买入评级10家，增持评级2家；过去90天内机构目标均价为75.46。本文数据来源于上海证券交易所大宗交易信息披露，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/RB2026102100031140.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":["688825"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676697939","title":"今夜，利好来袭！高盛唱多长鑫科技！章盟主加仓它","url":"https://stock-news.laohu8.com/highlight/detail?id=2676697939","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676697939?lang=zh_cn&edition=full","pubTime":"2026-10-20 23:35","pubTimestamp":1792510500,"startTime":"0","endTime":"0","summary":"热点情报1.高盛：将长鑫科技目标价升至130元据财闻，高盛发表研报指出，长鑫科技公布2026年第三季收入指引介乎1150亿至1200亿元，环比持续增长15%至20%。收入中位数较该行此前预测高30%，该 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