{
"revenue_history": [
7.23,
8.31,
9.84,
9.04,
10.92,
25.28
],
"net_profit_history": [
-0.11,
0.76,
0.99,
0.72,
-0.18,
3.59
],
"financial_years": [
"2020",
"2021",
"2022",
"2023",
"2024",
"2025"
],
"roe_history": [
-5.89,
13.69,
12.26,
6.14,
-1.19,
21.83
],
"financial_health": {
"current_ratio": 2.2872,
"debt_ratio": 41.1729,
"net_margin_pct": 13.8783,
"cash": 0.22,
"total_debt": 14.26,
"equity": 0.64
},
"roe": "21.8%",
"roe_mrq": "7.8%",
"net_margin": "13.9%",
"financial_period": "2025-12-31",
"dupont": {
"net_margin_pct": 13.88,
"asset_turnover": 0.759,
"equity_multiplier": 2.13,
"roe_reconstructed_pct": 22.46,
"roe_quality": "balanced"
},
"revenue_growth": "+131.5%",
"dividend_years": [
"2024",
"2026"
],
"dividend_amounts": [
0.5,
1.16
],
"dividend_yields": [
0.03,
0.06
],
"latest_half_year": {
"period": "2026H1",
"summary": "2026H1营收12.61亿元、同比+14.09%,归母净利润1.47亿元、同比-2.23%,经营现金流3.76亿元由负转正",
"source": "https://www.sse.com.cn/assortment/stock/list/info/announcement/index.shtml?productId=688629"
}
}
{
"_valuation_source": "basic",
"pe": "158.88",
"pb": "19.2",
"pe_quantile": null,
"pb_quantile": null
}
{
"intangible": null,
"switching": null,
"network": null,
"scale": null,
"scores": {
"intangible": 6,
"switching_cost": 6,
"cost_advantage": 5,
"network_effect": 2,
"efficient_scale": 5
},
"scores_available": false,
"scores_evidence": {
"intangible": false,
"switching": false,
"network": false,
"scale": false
},
"scores_note": "未评估:四个护城河维度均未检索到有效证据。",
"rd_summary": null,
"web_search_snippets": {
"intangible": [],
"switching": [],
"network": [],
"scale": [],
"rd": []
},
"moat_framework": [
"intangible",
"switching",
"network",
"scale",
"efficient_scale"
]
}
{
"kline_count": 654,
"indicators": {
"last_close": 120.52,
"ma5": 124.28799999999998,
"ma10": 126.457,
"ma20": 132.764,
"ma60": 151.5045,
"ma120": 141.91025,
"ma200": 124.32205,
"above_ma20": false,
"above_ma200": false,
"ma_bull_alignment": false,
"macd_dif": -6.584337654048426,
"macd_dea": -6.159728882224312,
"macd_hist": -0.8492175436482281,
"macd_golden_cross": false,
"rsi_14": 37.7172123650997,
"kdj_k": 32.3,
"kdj_d": 35.4,
"kdj_j": 26.0,
"obv": 1090284190.0,
"obv_trend_up": false,
"williams_r": -82.2,
"year_high": 209.68,
"year_low": 70.88,
"pct_from_year_high": -42.521938191529955,
"stage": 1,
"vol_5_vs_20": 0.9094259438793156,
"vcp_score": 0.5960289092421922
},
"stage": "Stage 1 底部",
"ma_align": "非多头",
"macd": "水下",
"rsi": "38",
"chip_distribution": {
"error": "HTTPSConnectionPool(host='push2his.eastmoney.com', port=443): Max retries exceeded with url: /api/qt/stock/kline/get?secid=1.688629&fields1=f1%2Cf2%2Cf3%2Cf4%2Cf5%2Cf6&fields2=f51%2Cf52%2Cf53%2Cf54%2Cf55%2Cf56%2Cf57%2Cf58%2Cf59%2Cf60%2Cf61&klt=101&fqt=1&end=20260912&lmt=210 (Caused by ProxyError('Unable to connect to proxy', RemoteDisconnected('Remote end closed connection without response')))"
},
"candles_60d": [
{
"date": "2026-06-22",
"open": 162.0,
"close": 147.59,
"high": 165.13,
"low": 143.57
},
{
"date": "2026-06-23",
"o
... (truncated)
{
"as_of": "2026-09-12",
"assessment": "2026-09-11两笔大宗交易中机构净买入约6794万元;其他连续资金流字段无法稳定复核",
"data_available": true,
"caveat": "仅使用可复核公开字段,不把论坛热度当作机构资金"
}
{
"lhb_count_30d": 0,
"lhb_records": null,
"matched_youzi": null,
"matched_youzi_detail": null,
"inst_vs_youzi": {
"institutional_buy": 0.0,
"institutional_sell": 0.0,
"institutional_net": 0.0,
"youzi_buy": 0.0,
"youzi_sell": 0.0,
"youzi_net": 0.0
},
"sector_lhb_top50": null,
"sector_leader_hint": null
}
| 公司 | PE | PB | ROE | 营收增速 |
|---|---|---|---|---|
| ⭐ 华丰科技 | 158.9 | 19.20 | — | — |
{
"industry": null,
"self": {
"code": "688629.SH",
"_xq_basic_err": "API Error: Xueqiu company endpoint requires a valid xq_a_token or login session; anonymous access is currently restricted, please pass a valid token via `token=`. Upstream returned 400016: 遇到错误,请刷新页面或者重新登录帐号后再试 (Status code: 400)",
"_xq_spot_err": "API Error: Xueqiu quote endpoint requires a valid xq_a_token or login session; upstream returned 400016: 遇到错误,请刷新页面或者重新登录帐号后再试 (Status code: 400)",
"_info_err": "HTTPSConnectionPool(host='push2.eastmoney.com', port=443): Max retries exceeded with url: /api/qt/stock/get?fltt=2&invt=2&fields=f120%2Cf121%2Cf122%2Cf174%2Cf175%2Cf59%2Cf163%2Cf43%2Cf57%2Cf58%2Cf169%2Cf170%2Cf46%2Cf44%2Cf51%2Cf168%2Cf47%2Cf164%2Cf116%2Cf60%2Cf45%2Cf52%2Cf50%2Cf48%2Cf167%2Cf117%2Cf71%2Cf161%2Cf49%2Cf530%2Cf135%2Cf136%2Cf137%2Cf138%2Cf139%2Cf141%2Cf142%2Cf144%2Cf145%2Cf147%2Cf148%2Cf140%2Cf143%2Cf146%2Cf149%2Cf55%2Cf62%2Cf162%2Cf92%2Cf173%2Cf104%2Cf105%2Cf84%2Cf85%2Cf183%2Cf184%2Cf185%2Cf186%2Cf187%2Cf188%2Cf189%2Cf190%2Cf191%2Cf192%2Cf107%2Cf111%2Cf86%2Cf177%2Cf78%2Cf110%2Cf262%2Cf263%2Cf264%2Cf267%2Cf268%2Cf255%2Cf256%2Cf257%2Cf258%2Cf127%2Cf199%2Cf128%2Cf198%2Cf259%2Cf260%2Cf261%2Cf171%2Cf277%2Cf278%2Cf279%2Cf288%2Cf152%2Cf250%2Cf251%2Cf252%2Cf253%2Cf254%2Cf269%2Cf270%2Cf271%2Cf272%2Cf273%2Cf274%2Cf275%2Cf276%2Cf265%2Cf266%2Cf289%2Cf290%2Cf286%2Cf285%2Cf292%2Cf293%2Cf294%2Cf295%2Cf43&secid=1.688629 (Caused by ProxyError('Unable to connect to proxy', RemoteDisconnecte
... (truncated)
{
"main_business_breakdown": [
{
"name": "境内",
"value": 1.0
},
{
"name": "组件",
"value": 0.5
},
{
"name": "连接器",
"value": 0.4
},
{
"name": "其他配套件",
"value": 0.0
},
{
"name": "系统互连产品",
"value": 0.0
},
{
"name": "其他(补充)",
"value": 0.0
}
],
"main_business_raw": [
{
"股票代码": "688629",
"报告日期": "2026-06-30",
"分类类型": "按产品分类",
"主营构成": "组件",
"主营收入": 692466924.34,
"收入比例": 0.549321,
"主营成本": 459688026.3,
"成本比例": 0.495486,
"主营利润": 232778898.04,
"利润比例": 0.699379,
"毛利率": 0.336159
},
{
"股票代码": "688629",
"报告日期": "2026-06-30",
"分类类型": "按产品分类",
"主营构成": "连接器",
"主营收入": 501688644.41,
"收入比例": 0.39798,
"主营成本": 425537362.95,
"成本比例": 0.458676,
"主营利润": 76151281.46,
"利润比例": 0.228795,
"毛利率": 0.15179
},
{
"股票代码": "688629",
"报告日期": "2026-06-30",
"分类类型": "按产品分类",
"主营构成": "其他配套件",
"主营收入": 29819762.34,
"收入比例": 0.023655,
"主营成本": 17423111.87,
"成本比例": 0.01878,
"主营利润": 12396650.47,
"利润比例": 0.037245,
"毛利率": 0.415719
},
{
"股票代码": "688629",
"报告日期": "2026-06-30",
"分类类型": "按产品分类",
"主营构成": "系统互连产品",
"主营收入": 21151097.14,
"收入比例": 0.016779,
"主营成本": 16134599.68,
"成本比例": 0.017391,
"主营利润": 5016497.46,
"利润比例": 0.015072,
... (truncated)
{
"industry": "电子元件 / 高速连接器",
"trend": "AI高速互联与国产替代提供长期空间,但利润增速已落后于收入,现价仍透支较多增长",
"evidence_url": "https://www.sse.com.cn/assortment/stock/list/info/announcement/index.shtml?productId=688629"
}
{
"core_material": null,
"price_trend": null,
"price_history_12m": null,
"materials_detail": null,
"cost_share": null,
"import_dep": null,
"industry_resolved": "综合",
"_autofill_failed": {
"query": "华丰科技 688629 主营业务 主要原材料 成本构成",
"reason": "MX/ddgs 都没有返回内容"
}
}
{
"linked_contract": "无直接关联品种",
"contract_trend": null,
"note": "综合 行业与期货市场无强相关品种",
"_autofill_failed": {
"query": "综合 行业 上下游 期货品种 套保 大宗",
"reason": "MX/ddgs 都没有返回内容"
}
}
{
"pledge": null,
"insider_trades_1y": null,
"qualitative_search": [
"688629.SH 关联交易 违规 处罚",
"688629.SH 股权激励"
]
}
{
"event_timeline": [
"2026-09-12 · 每10分钟下线1台 柳州优必选万台级工业人形机器人超级智慧工厂投产",
"2026-09-12 · 中国中铁与北京市丰台区签署战略合作框架协议",
"2026-09-11 · 12只个股大宗交易超5000万元",
"2026-09-11 · 92只科创板股票跻身百元股阵营",
"2026-09-10 · 95只科创板股票跻身百元股阵营",
"2026-09-03 · 四川长虹拟联合多方共同设立10亿元规模长虹科创基金",
"2026-08-29 · 华丰科技688629.SH):2026年中报净利润为1.47亿元、同比较去年同期下降2.23%"
],
"recent_news": [
{
"date": "2026-08-29 09:27",
"title": "华丰科技688629.SH):2026年中报净利润为1.47亿元、同比较去年同期下降2.23%",
"type": "新闻",
"source": "界面新闻"
},
{
"date": "2026-09-11 23:21",
"title": "12只个股大宗交易超5000万元",
"type": "新闻",
"source": "证券时报网"
},
{
"date": "2026-09-03 21:05",
"title": "四川长虹拟联合多方共同设立10亿元规模长虹科创基金",
"type": "新闻",
"source": "央广财经"
},
{
"date": "2026-09-11 16:34",
"title": "92只科创板股票跻身百元股阵营",
"type": "新闻",
"source": "证券时报网"
},
{
"date": "2026-09-10 16:27",
"title": "95只科创板股票跻身百元股阵营",
"type": "新闻",
"source": "证券时报网"
},
{
"date": "2026-09-12 20:04",
"title": "每10分钟下线1台 柳州优必选万台级工业人形机器人超级智慧工厂投产",
"type": "news_providers:em_kuaixun",
"source": "http://finance.eastmoney.com/a/202609123872751831.html"
},
{
"date": "2026-09-12 20:01",
"title": "中国中铁与北京市丰台区签署战略合作框架协议",
"type": "news_providers:em_kuaixun",
"source": "http://finance.eastmoney.com/a/202609123872751753.html"
}
],
"recent_notices": null,
"disclosures_count
... (truncated)
{
"report_count": 9,
"coverage": "5 家",
"coverage_count": 5,
"rating": "买入 6 / 增持 2",
"rating_distribution": {
"买入": 6,
"增持": 2
},
"buy_rating_pct": 100.0,
"target_price_avg": 65.18,
"target_avg": "¥65.18",
"consensus_eps_2026": 1.09,
"consensus_pe_2026": 59.8,
"consensus_eps_2027": 1.83,
"recent_reports": [
{
"date": "2026-02-13",
"title": "国产超节点项目储备丰富,高速线模组加速放量",
"broker": "山西证券",
"rating": "买入",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202602131819921088_1.pdf",
"eps_2026": 1.5,
"pe_2026": 70.5
},
{
"date": "2025-11-06",
"title": "高速线模组持续上量",
"broker": "中邮证券",
"rating": "增持",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202511061776155227_1.pdf",
"eps_2026": 1.21,
"pe_2026": 62.07
},
{
"date": "2025-09-08",
"title": "连接AI,触达未来",
"broker": "中邮证券",
"rating": "增持",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202509081740252643_1.pdf",
"eps_2026": 1.41,
"pe_2026": 55.21
},
{
"date": "2025-09-05",
"title": "高速连接器开始起量,盈利能力大幅提升",
"broker": "山西证券",
"rating": "买入",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202509051739092113_1.pdf",
"eps_2026": 1.49,
"pe_2026": 52.4
},
{
"date": "2025-05-18",
"title": "乘国产AI东风,握高速连接器定鼎",
"broker": "东吴证券",
"rating": "买入",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202505171674241726_1.pdf",
"eps_2026
... (truncated)
{
"rate_cycle": "中性(2026 货币政策)",
"fx_trend": "中性(人民币走势)",
"geo_risk": "中性(地缘风险)",
"commodity": "中性(大宗周期)",
"industry_macro_impact": "中性",
"web_search_snippets": {
"rate_cycle": [
{
"title": "2026年第二季度中国货币政策执行报告_中共上海市委金融委员会办公室、...",
"body": "Aug 13, 2026 · 综合运用逆回购、中期借贷便利、国债买卖操作等多种货币政策工具,保持流动性充裕。 完善短端利率调控机制,在公开市场操作中增加隔夜逆回购操作品种,并将临时正、逆回购操作区间宽度由70个基点收窄至50个基点,增强货币市场利率调控的精准性、有效性。",
"url": "https://jrj.sh.gov.cn/ZXYW178/20260813/1b25ff83c27549d3af0244230130f351.html"
},
{
"title": "2026年上半年中国货币政策大事记_中共上海市委金融委员会办公室、中共...",
"body": "Aug 13, 2026 · 4月16日,中国人民银行向全国人大财经委员会汇报2026年一季度货币政策执行情况。 4月20日,中国人民银行授权全国银行间同业拆借中心公布贷款市场报价利率(LPR),1年期LPR为 3.0%,5年期以上LPR为3.5%,均与前次持平。",
"url": "https://jrj.sh.gov.cn/SCGK194/20260813/e066a5759fa14df4aaafbef1285abe26.html"
},
{
"title": "央行定调2026货币政策 降准降息“灵活高效”",
"body": "Jan 7, 2026 · 中信证券首席经济学家明明预计,考虑到历史长期流动性投放规模及当前降准空间,2026年一季度可能实施0.5个百分点的降准,释放约1万亿元长期资金;同时或通过国债买卖弥补抵押补充贷款(PSL)到期带来的中长期流动性缺口。",
"url": "https://www.chinabond.com.cn/xwgg/zsxw/zqxw_hgjj/202601/t20260107_854878251.html"
}
],
"us_rate": [
{
"title": "2026年第二季度中国货币政策执行报告_中共上海市委金融委员会办公室、...",
"body": "Aug 13, 2026 · 综合运用逆回购、中期借贷便利、国债买卖操作等多种货币政策工具,保持流动性充裕。 完善短端利率调控机制,在公开市场操作中增加隔夜逆回购操作品种,并将临时正、逆回购操作区间宽度由70个基点收窄至50个基点,增强货币市场利率调控的精准性、有效性。",
"url": "https://jrj.sh.gov.cn/ZXYW178/20260813/1b25ff83c27549d3af0244230130f351.html"
},
{
... (truncated)
{
"policy_dir": null,
"subsidy": null,
"monitoring": null,
"anti_trust": null,
"snippets": {
"policy_dir": [],
"subsidy": [],
"monitoring": [],
"anti_trust": []
},
"year": 2026,
"industry": "综合",
"cfachina_titles_count": 0,
"_autofill_failed": {
"query": "综合 2026 国家政策 监管动态 补贴 税收 影响",
"reason": "MX/ddgs 都没有返回内容"
}
}
{
"xueqiu_heat": "热度 100",
"thermometer_value": 100,
"guba_volume": "0 条结果",
"big_v_mentions": null,
"sentiment_data_available": true,
"positive_pct": "100.0%",
"sentiment_label": "乐观",
"platform_snippets": {
"xueqiu": [
{
"title": "华丰科技 (688629) 股票股价_股价行情_财报_数据报告 - 雪球",
"body": "雪球为您提供华丰科技 (688629)股票实时行情,资金流向,新闻资讯,研究报告,社区互动,交易信息,个股点评,公告,财务指标分析等与华丰科技 (688629)股票相关的信息与服务.",
"url": "https://xueqiu.com/S/SH688629"
},
{
"title": "华丰科技(688629)深度研究投资报告(2026)",
"body": "May 25, 2026 · 长期(5年+):若高速线模组占比达60%,净利润达20亿元,市值有望突破800亿元。 结论:华丰科技是AI算力高速连接赛道稀缺的军工基因+技术领先+客户绑定企业,业绩拐点已确立,2026年进入高速增长期。 建议积极配置,分享AI算力爆发与国产替代双重红利。",
"url": "https://xueqiu.com/1290568231/390856293"
},
{
"title": "||#21326;丰科技(SH688629)$ 华丰科技 (688629) 深度研究报告:华为昇腾核心...",
"body": "Jan 3, 2026 · 一、核心结论速览 华为昇腾深度绑定: 华丰科技 是华为昇腾 AI 服务器高速背板连接器与线模组的核心供应商 (市占 50%-60%),2025 年预计供应 40 万套产品,贡献收入约 60 亿元,占公司总收入超 35%,部分型号独家供应。",
"url": "https://xueqiu.com/6306418758/368812774"
}
],
"guba": [],
"zhihu": [],
"weibo": [
{
"title": "华丰科技 (688629)_股票行情_走势图—东方财富网",
"body": "提供华丰科技 (688629)的行情走势、资金流向、行业概念板块排行、成份股排行、大盘分析、证券聚焦、市场总貌、股吧互动等与华丰科技 (688629)有关的信息和服务。",
"url": "https://quote.eastmoney.com/SH688629.html"
},
{
"title": "7.2收盘,总结一下今天操作: 持:华丰科技... 来自武哥寻牛 - 微博",
"body": "Jul 2, 2026 · c 帮上头条 投诉 + 关注 武哥寻牛 26-07-2 16:26 发布于 广东 来自 热门财经榜iPhone客户端 置顶
... (truncated)
{
"trap_level": "🟢 安全",
"trap_score": 9,
"signals_hit": "0/8",
"signals_hit_count": 0,
"signals_hit_detail": null,
"recommendation": "数据正常,未发现明显推广痕迹。",
"evidence_count": 0,
"high_risk_kw": "未发现",
"snippets": {
"signal_1": [],
"signal_2": [
{
"title": "华丰科技 (688629)_股票行情_走势图—东方财富网",
"body": "提供华丰科技 (688629)的行情走势、资金流向、行业概念板块排行、成份股排行、大盘分析、证券聚焦、市场总貌、股吧互动等与华丰科技 (688629)有关的信息和服务。",
"url": "https://quote.eastmoney.com/SH688629.html"
},
{
"title": "华丰科技(688629)资金流向_个股行情_同花顺财经",
"body": "提供华丰科技(688629)五档盘口、逐笔交易等实时行情数据;汇总华丰科技(688629)基本资料及重大新闻、研究报告及行业资讯,解读华丰科技(688629)主力资金动向、财务数据,为投资华丰科技(688629)提供参考决策",
"url": "https://stockpage.10jqka.com.cn/688629/company/"
}
],
"signal_3": [
{
"title": "华丰科技 (688629)_股票行情_走势图—东方财富网",
"body": "提供华丰科技 (688629)的行情走势、资金流向、行业概念板块排行、成份股排行、大盘分析、证券聚焦、市场总貌、股吧互动等与华丰科技 (688629)有关的信息和服务。",
"url": "https://quote.eastmoney.com/SH688629.html"
},
{
"title": "华丰科技 120.52 (-2.49%)_股票行情_新浪财经_新浪网",
"body": "1 day ago · 新浪财经为您提供华丰科技 (688629)股票实时行情走势,实时资金流向,实时新闻资讯,研究报告,股吧互动,交易信息,个股点评,公告,财务指标分析等与华 ...",
"url": "https://finance.sina.com.cn/realstock/company/sh688629/nc.shtml"
}
],
"signal_4": [],
"signal_5": [
{
"title": "华丰科技 (688629)_最新价格_行情_走势图—东方财富网",
"body": "提供华丰科技 (688629)股票的行情走势、五档盘口、逐笔交易等实时行情数据,及华丰科技 (688629)的新闻资讯、公司公告、研究报告、行业研报、F10资料、行业资讯、资金流分析、阶段涨幅、所属板块、财务
... (truncated)
{
"xueqiu_cubes": null,
"xueqiu_meta": {
"http_status": 200,
"source": "http",
"login_required": true,
"hint": "set UZI_XQ_LOGIN=1 + run `python -m lib.xueqiu_browser login` (one-time)"
},
"tgb_mentions": null,
"ths_simu": [
{
"note": "ths simu endpoint requires login or blocked"
}
],
"dpswang": null,
"summary": {
"xueqiu_cubes_total": 0,
"high_return_cubes": 0,
"s_tier_holders": 0,
"a_tier_holders": 0,
"b_tier_holders": 0,
"tgb_mentions_count": 0,
"ths_evidence_count": 0,
"xueqiu_login_required": true,
"xueqiu_source": "http"
},
"fallback_queries": [
"淘股吧 实盘 688629 持仓",
"挑战者杯 688629",
"雪球 实盘组合 688629 50%",
"全国期货实盘大赛 688629"
],
"_note": "⚠️ XueQiu cubes 接口 2026 起需登录。当前未启用 Playwright 登录,0 cube 收录。如需启用:export UZI_XQ_LOGIN=1 然后 python -m lib.xueqiu_browser login 一次性登录。或 --skip-login-sources 接受跳过(其他维度不影响)。"
}
| g=1.5% | g=2.0% | g=2.5% | g=3.0% | g=3.5% | |
|---|---|---|---|---|---|
| WACC 5.0% | ¥27.19 | ¥31.17 | ¥36.76 | ¥45.21 | ¥59.45 |
| WACC 6.0% | ¥20.1 | ¥22.22 | ¥24.95 | ¥28.6 | ¥33.74 |
| WACC 7.0% | ¥15.62 | ¥16.89 | ¥18.45 | ¥20.39 | ¥22.9 |
| WACC 8.0% | ¥12.54 | ¥13.37 | ¥14.34 | ¥15.5 | ¥16.93 |
| WACC 9.0% | ¥10.3 | ¥10.86 | ¥11.51 | ¥12.26 | ¥13.16 |
| METRIC | MIN | MEDIAN | MAX | 目标分位 |
|---|