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苹果概念

1,789.414

+73.7594.30%

涨家数：8

跌家数：- -

平家数：- -

市盈率：- -

高：1,798.237

开：1,718.712

低：1,717.803

收：1,715.655

成交量：6,546.83万

成交额：29.90亿

市值：3,165.15亿

流通市值：3,165.15亿

数据加载中...

比亚迪DM技术再登清华教材，插混创新获学术权威认可

扬子晚报网

每日卖空追踪 | 高伟电子 09月23日卖空量成交68.7万股，卖空比例为8.88%

丘钛科技09月23日主力净流出894.3万元散户资金买入

舜宇光学科技09月23日主力净流出6109.2万元散户资金买入

高伟电子09月23日主力净流出1020.7万元散户资金买入

比亚迪电子09月23日主力净流出149.3万元散户资金买入

比亚迪股份有限公司采暖系统、热管理系统、车辆及方法专利完成登记（新能源汽车热管理专利快讯）

里昂：Open AI合作带来增长动力，瑞声科技"高确信度跑赢大市"

比亚迪、宁德时代落地郑州，这篇看懂带你了解时代红利

【券商聚焦】中国银河：9-10月是消费电子板块的新品密集发布期产业链进入量产高峰

飞荣达：产品可应用于汽车电池结构件等，与宁德时代、比亚迪等多家厂商合作

智通港股解盘 | 货币政策走独立自主道路 OpenAI 引爆消费硬件端

巨佬全部清仓了！

高伟电子(01415)因购股权获行使而发行合共72.3万股

比亚迪：8月乘用车销量亮眼，海外销售暴涨、国内市场持续发力

【热门行业】港股果链逆市突围双轮驱动板块估值修复

每日卖空追踪 | 舜宇光学科技 09月22日卖空量成交89.65万股，卖空比例为4.05%

每日卖空追踪 | 瑞声科技 09月22日卖空量成交145.6万股，卖空比例为4.56%

每日卖空追踪 | 富智康集团 09月22日卖空量成交3.2万股，卖空比例为1.14%

每日卖空追踪 | 丘钛科技 09月22日卖空量成交35.4万股，卖空比例为3.07%

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14:55","pubTimestamp":1758610503,"startTime":"0","endTime":"0","summary":"天眼查App显示，2025-09-23，“采暖系统、热管理系统、车辆及方法”正式进入专利的公布阶段。申请人为比亚迪股份有限公司，该项新能源汽车热管理专利涉及车辆采暖与动力装置热管理的集成化技术应用场景描述。据专利信息显示，通过将采暖通路与动力装置的冷却通路连通，实现换热介质的协同利用，显著优化了整车热效率，在保障驾乘人员热舒适性的同时提升了能源利用效率。","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=nesSN20250923145704953f80a9&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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AI合作带来增长动力，瑞声科技\"高确信度跑赢大市\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2569678760","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569678760?lang=zh_cn&edition=fundamental","pubTime":"2025-09-23 11:09","pubTimestamp":1758596940,"startTime":"0","endTime":"0","summary":"里昂发表的研究报告显示，近日OpenAI正在开发自家AI设备，其正与内地一家主要iPhone组装商合作生产该设备，同时还在与中国产业链企业洽谈零部件供应事宜。该行渠道消息透露，OpenAI也正在和瑞声科技、蓝思科技商讨零部件供应相关问题。该行预计这些举措能为内地现有的苹果供应链企业带来新的增长动力，目前给予瑞声科技目标价60.5港元及\"高度确信跑赢大市\"评级，给予蓝思科技目标价33.7港元及\"跑赢大市\"评级。瑞声科技为其核心供应商。","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=nesSN20250923111115953f22f1&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, 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“换道超车”。而宁德时代虽主力布局洛阳，但其郑州润时新能源公司的成立，悄然完善了电池环节的本地支撑。比亚迪郑州基地累计贡献产值超 1700 亿元，带动航空港区 GDP 增速达 12.3%，较全国高出 7 个百分点。","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=nesSN20250923093624a73064c1&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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产业链进入量产高峰","url":"https://stock-news.laohu8.com/highlight/detail?id=2569543137","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569543137?lang=zh_cn&edition=fundamental","pubTime":"2025-09-23 08:56","pubTimestamp":1758588968,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示，9-10月是消费电子板块的新品密集发布期，产业链进入量产高峰，建议关注AI端侧创新带来的投资机会。1）可穿戴设备：智能眼镜行业处于爆发式成长期，目前Meta占据主要份额，预计国产厂商相关产品将逐步上量。该机构认为Meta此次新品发布会亮点：第一，智能眼镜产品矩阵成型。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966640","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":null,"symbols":["01478","159732","BK1608","BK1564","BK1096","LU0348767384.USD","BK1147","01415","02038","BK1540","LU1211504680.USD","06881","02382","BK0188","BK1515","SG9999014674.SGD","601881","SG9999006597.SGD","BK1607","LU0326950275.SGD","BK1582","BK0276","00698","LU1831875114.USD","BK1170","BK1179","02018","LU0274383008.USD","BK1521","BK1167","BK1500","BK1504","LU0348766576.USD","00285","BK1508","BK1580","BK1149","BK1589"],"gpt_icon":1},{"id":"2569820057","title":"飞荣达：产品可应用于汽车电池结构件等，与宁德时代、比亚迪等多家厂商合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2569820057","media":"市场资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569820057?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 20:47","pubTimestamp":1758545266,"startTime":"0","endTime":"0","summary":"有投资者在互动平台向飞荣达提问：“董秘你好，请问固态电池是否一定要用到公司的相关产品？”针对上述提问，飞荣达回应称：“尊敬的投资者您好，感谢您对公司的关注。公司产品可以应用于汽车的电池结构件、电路的控制部件、无人驾驶系统等等，公司也和多家汽车电子配套厂商及成车厂有业务合作。目前，公司新能源汽车电池厂客户包括宁德时代、比亚迪、欣旺达、LG新能源、中创新航、瑞浦兰钧、国轩高科、孚能科技等。谢谢。”声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。责任编辑：钟离","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=nesSN2025092220564197a2766b&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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| 货币政策走独立自主道路 OpenAI 引爆消费硬件端","url":"https://stock-news.laohu8.com/highlight/detail?id=2569784165","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569784165?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 20:03","pubTimestamp":1758542612,"startTime":"0","endTime":"0","summary":"综合多家媒体报道，OpenAI 已与立讯精密签署协议，共同打造一款消费级设备，同时与歌尔股份洽谈供应零部件。还有传 OpenAI 亦正与蓝思科技及瑞声科技商讨零部件供应事宜。上述传闻个股均出现大涨。据 The Information 报道，由于 iPhone17 标准版需求意外增长，苹果公司正在提高其产量。三季度消费电子传统旺季到来，各大终端密集发布 AI 手机及AR 眼镜等新品，推动行业需求提升。","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":"http://www.zhitongcaijing.com/content/detail/1348111.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":"stock_zhitongcaijing","symbols":["LU0348767384.USD","BK1149","BK1155","HSTECH","00856","BK1607","HSCEI","00354","BK1504","YANG","00285","BK1613","BK1582","BK1586","BK1162","BK1518","LU0274383008.USD","LU0348766576.USD","BK1589","BK1515","BK4614","BK1183","BK1526","BK1540","BK1580"],"gpt_icon":1},{"id":"2569786443","title":"巨佬全部清仓了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2569786443","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569786443?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 18:36","pubTimestamp":1758537387,"startTime":"0","endTime":"0","summary":"巴菲特旗下伯克希尔清仓比亚迪。9月21日晚间消息，一份财报数据显示，伯克希尔清仓了比亚迪股份。持有比亚迪股份的伯克希尔能源子公司在其第一季度财务文件中，将该项投资的账面价值列为零。2022年持股市值已经达到了90亿美元，足足上涨了38倍以上。其次，行业数据显示，国内保险公司今年以来已将其股票持仓增加了26%。最新第三方数据显示，截至9月12日，全市场股票私募机构平均仓位为78.04%，较前一周上升2.96%，升至今年以来最高位。","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=nesSN20250922184629a72f37bc&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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18:29","pubTimestamp":1758536998,"startTime":"0","endTime":"0","summary":"智通财经APP讯，高伟电子(01415)发布公告，于2021年5月25日根据公司的认股权计划(于2021年5月5日获采纳)行使授出的购股权而配发及发行合共72.3万股普通股。","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://www.zhitongcaijing.com/content/detail/1348010.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01415","BK1504","BK1170"],"gpt_icon":0},{"id":"2569785598","title":"比亚迪：8月乘用车销量亮眼，海外销售暴涨、国内市场持续发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2569785598","media":"财中社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569785598?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 18:04","pubTimestamp":1758535456,"startTime":"0","endTime":"0","summary":"9月22日，比亚迪发布公告，公司在2025年8月销售37万辆汽车，其中乘用车销售37万辆，乘用车及皮卡海外销售8.05万辆，同比增长146.4%。赛车场设置多功能区，展示比亚迪智能化技术的魅力，并推出27个越野项目，覆盖不同驾驶需求。同时，公司与芬兰知名汽车经销商Veho集团达成战略合作，计划在芬兰新增零售网点，进一步优化销售与服务网络，助力当地新能源汽车市场的发展。2025年中期，比亚迪实现收入3712.81亿元，归母净利润155.11亿元。","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=nesSN20250922180516a72f2258&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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双轮驱动板块估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2569770207","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569770207?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 16:56","pubTimestamp":1758531415,"startTime":"0","endTime":"0","summary":"金吾财讯 | 9月22日，在港股大盘震荡下跌的背景下，消费电子板块逆市突围，“果链”板块表现尤为亮眼。详细来看，9月22日前夕，Meta Connect 2025大会发布了2款AI眼镜与1款AR眼镜，进一步完善其智能眼镜产品矩阵。另一大巨头苹果的动向同样牵动市场神经。她补充道，其他可能从OpenAI设备开发中受益的硬件企业包括高伟电子、蓝思科技和瑞声科技，这些企业均隶属于苹果供应链。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966623","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":null,"symbols":["BK1521","02038","LU0274383008.USD","LU0348766576.USD","BK1586","BK1504","SG9999001069.SGD","01478","BK4614","BK1607","BK1162","HSCEI","LU1211504680.USD","BK1149","BK1589","SG9999006597.SGD","BK1167","BK1540","BK1582","LU0348767384.USD","00285","BK1580","01415","BK1500","02018","00856","BK1179","LU1831875114.USD","HSTECH","BK1515","BK1608","YANG","06088","02382","BK1096","06613","BK1508","SG9999014674.SGD","LU0326950275.SGD","BK1170"],"gpt_icon":1},{"id":"2569475436","title":"每日卖空追踪 | 舜宇光学科技 09月22日卖空量成交89.65万股，卖空比例为4.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2569475436","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569475436?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 16:30","pubTimestamp":1758529831,"startTime":"0","endTime":"0","summary":"舜宇光学科技北京时间09月22日，涨6.74%，卖空量成交89.65万股，较上一交易日减少2.82%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250922163341a72ef3b8&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, 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16:30","pubTimestamp":1758529828,"startTime":"0","endTime":"0","summary":"瑞声科技北京时间09月22日，涨9.85%，卖空量成交145.6万股，较上一交易日增加23.97%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250922163319a72ef36a&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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16:30","pubTimestamp":1758529828,"startTime":"0","endTime":"0","summary":"富智康集团北京时间09月22日，涨4.18%，卖空量成交3.2万股，较上一交易日减少20%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250922163358953d6cd7&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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16:30","pubTimestamp":1758529823,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间09月22日，涨10.15%，卖空量成交35.4万股，较上一交易日减少32.18%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250922163227a43bf509&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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