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688720.SH上海证券交易所 · 科创板 STAR

Jiangsu Aisen Semiconductor Material 艾森股份

Semiconductors 半导体
¥63.55−¥4.25 · −6.27%Delayed 行情延迟 · 28 Sep 2026 · 16:14 CST · CNY
Open 开盘
¥68.05
High 最高
¥68.05
Low 最低
¥63.17
Prev Close 昨收
¥67.80
Volume 成交量
350.4万股
Turnover 成交额
¥2.28亿
Mkt Cap 总市值
¥78亿
P/E 市盈率
138.4×
Recent Activity 近期动态All Filings 全部公告 →

16 significant filings since 1 Jun 2026: 11 on share issue, 2 on major holder buying and 1 on buyback, and 2 other kinds. The latest, on 15 Aug 2026: 上海市方达律师事务所关于江苏艾森半导体材料股份有限公司向不特定对象发行可转换公司债券的法律意见书.
自 1 Jun 2026 起有 16 份重大公告:share issue 11 份、major holder buying 2 份、buyback 1 份,另有 2 类。最新一份(15 Aug 2026):上海市方达律师事务所关于江苏艾森半导体材料股份有限公司向不特定对象发行可转换公司债券的法律意见书。

Price History 价格走势

672 trading days 个交易日 · High 最高 ¥105.60 · Low 最低 ¥19.14
20406080100
Volume 成交量
1,592.3万
20232024202520262026

As of 25 Sep 2026 截至2026年9月25日

Assessment 评估

Jiangsu Aisen Semiconductor Material 艾森股份, listed on the Shanghai Stock Exchange in 2023, operates in the semiconductors industry. The company reported strong financial growth in 2025, with revenue rising 37.1% to RMB592.6m and attributable net profit increasing 53.1% to RMB51.2m. Profit quality is supported by operating cash flow per share of RMB0.92, exceeding net profit, and a cash flow to profit ratio of 1.57x. Gross margin was 29.0% and net margin 8.7%. As of 30 Jun 2026, the balance sheet remains healthy, with a liabilities to assets ratio of 24.3% and a current ratio of 2.56. The stock has shown high volatility, with 21 trading days of 9% or more daily movement in the past year. The latest data shows improved profitability and solid cash generation.

艾森股份于2023年在上海证券交易所上市,属于半导体行业。2025年公司实现营业收入5.93亿元,同比增长37.1%;归母净利润5,123.8万元,同比增长53.1%;扣非后净利润增速达92.7%。每股经营现金流0.92元,经营现金流与净利润之比为1.57倍,显示盈利质量良好。2025年毛利率29.0%,净利率8.7%。截至2026年6月30日,资产负债率24.3%,流动比率2.56,速动比率2.22,财务结构稳健。过去12个月有21个交易日涨跌幅达9%及以上,股价波动较高。最新数据显示盈利改善且现金流充裕。

What to Watch 关注要点
  • Revenue growth in the full-year 2026 report compared to 2025
    2026全年营业收入较2025年的同比增速
  • Attributable net profit trend in the full-year 2026 report
    2026全年归母净利润的变动趋势
  • Operating cash flow per share in the full-year 2026 report
    2026全年每股经营现金流水平
  • Liabilities to assets ratio in the 2026 annual report
    2026年报中的资产负债率
  • Receivable days and inventory days as of 31 Dec 2026
    2026年12月31日的应收账款周转天数与存货周转天数
  • Announcement of the next shareholder distribution
    下一次股东分红方案的公告
Facts 事实
  • Company: Jiangsu Aisen Semiconductor Material 艾森股份, Shanghai Stock Exchange 688720; industry Semiconductors; listed 6 Dec 2023.
    公司:艾森股份,上海证券交易所 688720;行业:半导体;上市日期:2023年12月6日。
  • Close on 24 Sep 2026 RMB67.80; close on 24 Sep 2025 RMB52.84, RMB37.97 in today's terms; one-year change, adjusted for distributions and share changes +78.6%.
    2026年9月24日收盘价67.80元;2025年9月24日收盘价52.84元(前复权37.97元);一年涨跌幅(复权)+78.6%。
  • 52-week range in today's terms, adjusted for distributions and share changes RMB32.83 to RMB105.60.
    52周区间(前复权)32.83元至105.60元。
  • In the last 12 months 21 trading days closed 9% or more above or below the day before (all days, not only this year). The 5 most recent of them: 30 Jul 2026 -11.3%; 4 Aug 2026 +10.5%; 5 Aug 2026 +10.8%; 17 Aug 2026 +9.8%; 19 Aug 2026 -9.1%. The longest run of them on consecutive trading days: 2 days.
    近12个月共有21个交易日收盘涨跌幅达9%及以上(为全部交易日,不限于今年)。其中最近5个:2026年7月30日 -11.3%;2026年8月4日 +10.5%;2026年8月5日 +10.8%;2026年8月17日 +9.8%;2026年8月19日 -9.1%。其中最长连续2个交易日。
  • Market capitalisation RMB8.31bn; P/E TTM 147.7; price to book 7.94x.
    总市值83.15亿元;市盈率(TTM)147.7;市净率7.94倍。
  • Revenue 2025 RMB592.6m; change +37.1%.
    营业收入2025年5.93亿元;同比+37.1%。
  • Attributable net profit 2025 RMB51.2m; change +53.1%.
    归属于母公司股东的净利润2025年5,123.8万元;同比+53.1%。
  • Net profit excluding non-recurring items, 2025 change +92.7%.
    2025年扣除非经常性损益后的净利润同比+92.7%。
  • Basic EPS 2025 RMB0.59.
    基本每股收益2025年0.59元。
  • Operating cash flow per share 2025 RMB0.92; operating cash flow to net profit 1.57x.
    每股经营现金流2025年0.92元;经营现金流与净利润之比1.57倍。
  • 2025 gross margin 29.0%; net margin 8.7%; ROE 5.1%.
    2025年毛利率29.0%;净利率8.7%;净资产收益率5.1%。
  • At 30 Jun 2026: liabilities to assets 24.3%; current ratio 2.56; quick ratio 2.22; receivable days 113; inventory days 67.
    截至2026年6月30日:资产负债率24.3%;流动比率2.56;速动比率2.22;应收账款周转天数113;存货周转天数67。
  • Period to 30 Jun 2026 (six months, not comparable with the full years above): revenue RMB346.1m, change +23.6%; attributable net profit RMB21.8m, change +30.1%; operating cash flow per share RMB0.18.
    截至2026年6月30日的报告期(六个月,不可与上述全年数据直接比较):营业收入3.46亿元,同比+23.6%;归母净利润2,183.6万元,同比+30.1%;每股经营现金流0.18元。
  • Ownership: actual controller 张兵,蔡卡敦; controlling shareholder 张兵; largest holder at 30 Jun 2026: 张兵, 21.67%.
    股权:实际控制人:张兵,蔡卡敦;控股股东:张兵;2026年6月30日第一大股东:张兵,持股21.67%。
  • Latest distribution: ex-date 15 Jun 2026, cash RMB0.11 per share and 4 new shares for every 10 held.
    最近一次分配:除权除息日2026年6月15日,每股现金0.11元,每10股送转4股。
  • Aurelian Grade D, score 47.9 of 100, graded within a peer group of 226 companies in its industry; no rank among peers is given.
    金源评级D,得分47.9(满分100),于行业同业226家中评定;未提供其在同业中的排名。
  • Not held for this report: receivable ageing, litigation case amounts, the order book, the auditor's opinion and key audit matters, segment revenue.
    本报告未掌握:应收账款账龄、诉讼案件金额、在手订单、审计意见及关键审计事项、分部收入。