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涨2.93%,先思行涨2.30%,中芯国际涨2.11%,ASMPT涨1.98%,贝克微涨1.36%,华虹半导体涨1.31%。“本土半导体设备商和材料企业已经覆盖了丰富的产品线,技术先进性持续提升,本土化替代有望加速。”当前模拟国产化率约为20%水位,国产替代空间较大,当前行业汽车、工业等客户需求逐步回暖,行业进入并购整合阶段,竞争格局优化,国产化有望加速。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957776","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":null,"symbols":["LU0348766576.USD","LU0648948544.HKD","00522","BK1607","LU0052750758.USD","BK1614","LU2039709279.SGD","BK1526","159582","LU0320764599.SGD","LU0417516902.SGD","LU0314109678.HKD","SG9999006597.SGD","LU0348784397.USD","LU0274383008.USD","LU0348783233.USD","BK1162","LU0417516571.SGD","BK1109","IE0034224299.USD","LU0348825331.USD","BK1610","LU0708995583.HKD","LU1282649067.USD","LU1282649141.HKD","LU1813983027.USD","LU0227179875.USD","BK1589","LU1282649810.SGD","LU0488056044.USD","LU1328277881.USD","LU0384037296.USD","LU0348767384.USD","09660","159813","02149","BK1163","00595","BK1169"],"gpt_icon":0},{"id":"2530497855","title":"瑞聲科技業界首創WLG三合一\"超光稜鏡\"上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2530497855","media":"格隆汇","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530497855?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 10:31","pubTimestamp":1745807476,"startTime":"0","endTime":"0","summary":"综合vivo和瑞声科技官方消息,近日vivo发布的高端旗舰手机 X200 Ultra,创新使用了业界首创的WLG三合一超光棱镜。该产品由vivo和瑞声科技联合研发,依托WLG技术一体成型,具有精度更高、性能更好、稳定性更强、轻薄化设计等特点。据券商最新研报,今年瑞声科技WLG产品的出货量将同比增长数倍至千万级,将广泛运用在智能手机、汽车、机器人等领域。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250428103118a469d0aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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数据信息显示,小米一季度出货量达1330万台,同比增长40%,在前五厂商中增幅最大。Canalys(现并入Omdia)首席分析师朱嘉弢(Toby Zhu)指出:“小米的重要增长动能来自于产品和渠道的协同效应,其时隔十年重返中国市场出货第一的位置。小米在线上线下统一的定价策略有效降低了消费者在国补政策下的决策成本,而其从可穿戴设备、PC、智能家居到汽车等全品类的覆盖,也最大化利用了国补适用范围,带动多场景捆绑消费。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504281037599747e29e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:57","pubTimestamp":1745805473,"startTime":"0","endTime":"0","summary":"2025年4月, 比亚迪 公布的两项 储能 系统专利引发行业关注。其中,“储能装置及光伏储能系统”专利公开了一种储能装置及光伏储能系统,储能装置包括电池、采样电路和至少一个继电器。在关机运输仓储的过程中,由于储能装置与交流电源断开连接,导致流经继电器的线圈组件的电流值小于预设电流值,使得电池与采样电路断开连接,降低了电池存在的系统电路的损耗,提高了储能装置产品的运输仓储时间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250428100837a469cab5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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早盤股價大跌5.04%報33.000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2530496217","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530496217?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 09:30","pubTimestamp":1745803809,"startTime":"0","endTime":"0","summary":"2025年04月28日早盘09时30分,比亚迪电子股票出现异动,股价快速跳水5.04%。截至发稿,该股报33.000港元/股,成交量69.35万股,换手率0.03%,振幅3.17%。资金方面,该股资金流入361.262万港元,流出1051.57万港元。比亚迪电子股票所在的电讯设备行业中,整体涨幅为0.12%。其相关个股中,富智康集团、小米集团-W、伟易达集团涨幅较大,振幅较大的相关个股有酷派集团、比亚迪电子、富智康集团,振幅分别为5.56%、2.30%、1.35%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042809300994e53128&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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09:29","pubTimestamp":1745803776,"startTime":"0","endTime":"0","summary":"4月28日,联想控股发布公告,旗下附属公司联泓新材料科技股份有限公司公布了2025年第一季度报告。根据报告,联泓新科在截至2025年3月31日的三个月内,营业收入为15.39亿元,同比增长3.48%。在现金流方面,联泓新科的经营活动产生的现金流量净额为3128万元,较上年同期增长17.35%。截至2025年3月31日,联泓新科的总资产为213.51亿元,同比增长9.35%,而归属于上市公司股东的所有者权益为73.12亿元,增长0.95%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042809303694e53172&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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截至今年3月底止首季业绩,按中国企业会计准则,营业收入15.39亿元人民币(下同),按年升3.5%;归属于上市公司股东净利润7,140.72万元,按年升38.8%;每股盈利0.05元。(js/w)过往派息公布日期派息事项派息内容2025/03/28末期业绩无派息2024/08/30中期业绩无派息2024/03/28末期业绩无派息2023/08/31中期业绩无派息(港股报价延迟最少十五分钟。沽空资料截至 2025-04-25 16:25。) (A股报价延迟最少十五分钟。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230403102857594_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230403102857594_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1436183/latest-news/AAFN","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":"aastocks_highlight","symbols":["003022","BK1193","03396","BK1607","BK0229"],"gpt_icon":0},{"id":"2530283467","title":"小米手機重登中國市場榜首雷軍發聲,歷史最低曾位列第六","url":"https://stock-news.laohu8.com/highlight/detail?id=2530283467","media":"凤凰网科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530283467?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 08:13","pubTimestamp":1745799203,"startTime":"0","endTime":"0","summary":"2015年前后小米曾占据市场第一,但随后份额出现下滑,近十年走出V型走势。根据Canalys的报告,小米在中国智能手机市场的最低排名为第六位,出现在2013年第三季度。当时小米市场份额为5%。雷军随后又发布微博表示:“十年后,小米手机重回中国市场第一。看到这份报告,无比感慨!我们还要继续努力,不辜负大家对小米的期待。”","market":"us","thumbnail":"http://imgcloud.jrjimg.cn/2025/04/cms_20250428081403471.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/04/cms_20250428081403471.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/28081349934960.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":"jinrongjie_stock","symbols":["LU0540923850.HKD","LU0797268264.HKD","LU0871576103.HKD","YINN","BK1589","BK4608","LU0611395673.USD","LU1868837565.USD","01810","LU0348814723.USD","LU0823413587.USD","BK1607","LU0708995583.HKD","IE0034224299.USD","HXXD.SI","LU0823397285.USD","LU1105468828.SGD","LU2039709279.SGD","LU0823426480.USD","LU0149721374.USD","LU0164865239.USD","LU2097828714.EUR","LU1720050803.USD","LU0359202008.SGD","LU0235996351.USD","LU2476274308.USD","BK1502","LU0307460666.USD","81810","LU0456827905.SGD","BK1618","LU0348735423.USD","LU0320764599.SGD","BK1506","XIACY","LU1794554557.SGD","LU0456846285.SGD","LU1328277881.USD","BK4526","BK1193","LU0823039010.USD","LU1868838027.USD","LU1813983027.USD","BK4116","BK1575","LU1282648689.USD","LU2087589342.USD","LU0327786744.USD","LU2097828805.USD"],"gpt_icon":0},{"id":"2530641684","title":"雷軍:十年後小米手機重回中國第一!無比感慨","url":"https://stock-news.laohu8.com/highlight/detail?id=2530641684","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530641684?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 07:11","pubTimestamp":1745795509,"startTime":"0","endTime":"0","summary":"快科技4月28日消息,根据Canalys的最新数据,小米手机2025年第一季度成功超越华为,时隔十年重返中国市场出货量第一。据悉,小米上一次全球第一还要追溯到2015年前后,有网友还晒出了当年的发布会截图。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250428071155a4699f58&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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02:01","pubTimestamp":1745776879,"startTime":"0","endTime":"0","summary":"根据市场研究机构的数据,2025年第一季度,中国智能手机市场延续了自2024年以来的复苏趋势,出货量达到7090万部,同比增长5%。在这一季度中,小米表现出色,出货量达到1330万部,同比增长40%。凭借国家补贴政策的推动以及其“人车家一体化”战略的协同效应,小米时隔十年再次成为中国大陆智能手机市场的领军者,市场份额达到19%。OPPO以1060万部的出货量位列第三,vivo则以1040万部排名第四。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042807114094e50fd7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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過去20年研發投入增長超10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2530786454","media":"深圳商报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530786454?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 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22:42","pubTimestamp":1745764920,"startTime":"0","endTime":"0","summary":"2025年4月24日,“2025对外承包工程行业发展大会暨中国对外承包工程行业发展论坛”在京举办,中兴通讯高级副总裁孙方平受邀出席并发表了题为“数字筑基,生态共荣”的主旨演讲,深入探讨了数智化技术如何赋能海外传统基础设施建设,推动对外承包工程行业迈向高质量发展新征程。大会还发布了“对外承包工程行业A级企业”等企业排名,凭借卓越的技术实力和行业影响力,中兴通讯成功上榜,并作为获奖企业代表现场接受授牌。","market":"sg","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://finance.sina.com.cn/stock/relnews/cn/2025-04-27/doc-ineurrrn5844777.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":"sina","symbols":["BK0167","BK0055","BK0090","LU1781817850.SGD","BK0148","BK0125","BK0018","BK0103","BK1607","BK0067","BK0123","LU1328615791.USD","BK0171","BK1526","LU1969619763.USD","00763","LU1580142542.USD","BK0000","BK0058","BK1506","BK0030","BK0012","BK1529","BK0026","LU2328871848.SGD","000063","BK0028","BK0188","BK0183","BK0196","BK0214","BK1149"],"gpt_icon":0},{"id":"2530458962","title":"【汽車行業週報】監管規範智駕用語,車企上海車展避談智駕","url":"https://stock-news.laohu8.com/highlight/detail?id=2530458962","media":"汽车之家资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530458962?lang=zh_tw&edition=fundamental","pubTime":"2025-04-27 20:49","pubTimestamp":1745758140,"startTime":"0","endTime":"0","summary":"正巧上海车展,各大车企争分夺秒修改上海车展的“智驾” 宣传物料。传统车企,比亚迪百亿分红:拟10送转20派39.74元。出行市场,曹操出行拟赴港上市,试图用定制化造车加智能驾驶破局。比亚迪1季度销量同比59.8%高增,利润同比翻倍公司3月新能源汽车销量为37.74万辆,同比增长23.1%,今年一季度累计新能源汽车销量为100.08万辆,同比增长59.81%,继续保持高速增长势头。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042720542394e4b85e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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