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手握百亿订单释放景气信号！这些机构扎堆股订单充足（附名单）_我的网站

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A | Tarun Mansukhani recently brought the Kapoor family together in Dining with the Kapoors, a Netflix documentary that offers a glimpse into the lives of one of India's biggest film families. The Dostana and Housefull 5 director served as creative producer on the show, which was created by Armaan Jain. In an exclusive conversation with Filmfare, he talks about how the private family welcomed the cameras into their home. He opens up about the emotional visit to Raj Kapoor's Deonar Cottage and reflects on the different worlds of stardom he has experienced, from working with Shah Rukh Khan, the Bachchans and now, the Kapoors. Excerpts: How did you come on board for Dining with the Kapoors? Armaan and I have known each other for a while. He was supposed to assist me when I was trying to make Dostana 2. The film didn't happen, but we kept in touch. About four years ago, he approached me with the idea that he wanted to do something with his family and food. Back then, I didn't know the family as intimately as I do now to realise how important food was to them. We kept brainstorming over random ideas until Armaan said that he wanted to have one lunch with all the family members coming together and the camera shooting them. My first reaction was, 'Good luck with that,' because I knew the family was very private. They don't like cameras coming into their personal spaces. Even Ranbir and Alia had a very intimate wedding. I wondered how Armaan intends to pull it off, but we decided to give it a shot. That's when the process of speaking to all the family members began. I sometimes accidentally call them actors, but eventually, you realise they are just Armaan's family. They all agreed without hesitation. Was it a logistical challenge deciding who would be present for the shoot? I don't think there was any Kapoor family member who didn't want to be a part of it. In a family that has always done this as a ritual, there was no thought of excluding anyone or avoiding certain members. The challenge was about dates. We asked everyone to give us 10 options and mixed and matched until we found one date that worked for all. After we got the family together, it was then about capturing the moments between them. It has come out well. After a point, they let go of the fact that the cameras were recording them. What was your most surprising discovery about the Kapoor family? I had a perception of what the Kapoor family would be like behind closed doors, and it was completely shattered. You often see them as big actors and stars but in reality, they are just a normal family. Reema Jain feels like multiple aunts of mine and Dabbu uncle (Randhir Kapoor) was like my uncles with his sarcastic remarks. How they interact with each other is how we are with our cousins. What shocked me the most was the normalcy within the family. Nobody was a big star at the table. Everything was just about being together and wasn't anything to do with the film industry. How was the mood during the shoot? It was a bit odd at first with the paparazzi waiting for you, making it feel professional. But you look around and realise it's all family. You are meeting, greeting and talking and suddenly you realise there is a camera. So it stops you in that moment from being yourself. But slowly, you start to go back into being who you are. When Ranbir and others went into the kitchen, that wasn't scripted. Armaan was arranging everything on his own and the family just decided to help. Navya and Shaira were plating, somebody else was putting tadka somewhere or buttering naans. Everything was just moving. They are like a big mad unit together. With the changing definition of stardom, how would you define a star now? Everyone is trying to figure it out. Earlier there were clear markers of stardom such as fan frenzy, brand deals or box office hits. Today, with the way the world has changed, our perception of stardom is gone. There is no metric that has popped up for us to reevaluate. Today, everyone is a star and yet no one will ever be Mr. Bachchan, SRK or Salman Khan. I don't think we will ever see that kind of fan frenzy but there will be a redefinition of stardom. Then there will be a lot of other stars. If you could create a Dining with the Kapoors style show again with another film family, who would you pick? With the other Kapoors - Mr Anil Kapoor and his family. We are in talks for a second season and hopefully, will get to announce something soon. Also Read: Exclusive:Tarun Mansukhani on Unbreakable Bond With Karan Johar & Priyanka Chopra’s Desi Girl Legacy。　　A股公司频频新签大单。　　8月初，药明康德（603259）发布2026年半年报。数据显示，2026年上半年，公司营收同比增长38.9%；截至2026年6月末，公司持续经营业务在手订单664.3亿元，同比增长25.2%，在手订单金额约为2025年营收的1.5倍。披露半年报的次日（8月4日），其A股股价强势涨停。

B | 　　20余家A股公司晒订单金额　　订单（合同）金额为企业与客户签约时约定的交易总规模，是衡量企业市场拓展实力与下游需求景气度的重要参考指标。订单规模持续扩张，通常能够为企业后续业绩增长筑牢基本盘，也预示着公司订单向营收、利润转化的能力有望延续。

C | 　　记者根据上市公司半年报、投资者关系互动平台梳理，自7月以来，主动披露今年上半年新增或截至2026年6月30日的订单（合同）金额的A股公司有20余家，主要分布于机械设备、电力设备、电子、通信、医药生物等行业。　　根据披露的订单（合同）金额来看，截至2026年6月30日，金额超过50亿元的包括药明康德、芯原股份、金盘科技、璞泰来、嘉环科技。　　芯原股份披露，截至2026年6月末，公司在手订单金额达到124.49亿元，较一季度末的51.33亿元大幅提升，且已连续11个季度保持高位。截至2026年8月17日，公司年内新签订单进一步增长至151.42亿元，AI算力相关订单占比90%，数据处理领域订单占比89%。　　金盘科技披露，公司上半年末在手订单106.97亿元，同比增长41.87%。　　璞泰来披露，截至2026年6月30日，公司设备类业务在手订单金额约88亿元（不含内部订单），未来随着公司自动化装备团队的持续履约和下游客户的逐步验收，前述设备订单将逐步转化为营业收入。　　嘉环科技披露，截至2026年6月30日，公司在手订单56.88亿元。　　另外，截至6月30日，青矩技术、天准科技在手订单金额均超过20亿元，天准科技订单金额同比增长近50%。　　值得一提的是，部分公司披露了今年上半年新增订单情况。　　特锐德披露，今年上半年，公司重卡业务实现合同额约5.6亿元，同比增长60%。铁建重工披露，2026年1—6月，公司累计完成新签/中标合同额77.53亿元，同比增长0.34%。　　中国动力表示，截至6月底，手持订单量36325万载重吨，同比增长54.9%，占世界总量的71.2%。苏美达表示，截至2026年6月底，在手订单105艘，生产任务覆盖至2030年。　　相关上市公司盈利大增　　股价整体大幅跑赢上证指数　　从业绩来看，上述公司中，披露半年报的公司有20家，其中营收同比增长的公司有11家。芯原股份、天准科技、璞泰来、药明康德等5家公司上半年营收同比增幅均超过30%，其中芯原股份今年上半年营收同比增幅超过90%。　　从盈利来看，天准科技、建工修复今年上半年扭亏为盈。

D | 深科达今年上半年净利润同比增长近200%，报告期内，公司紧抓行业回暖与半导体设备国产化替代提速带来的双重机遇，持续加大市场开拓力度，深化与优质客户的长期战略合作，半导体设备业务经营业绩实现显著增长。奥拓电子今年上半年净利润同比增长超64%。

E | 　　从市场表现来看，截至8月21日，上述20余家公司8月以来平均涨幅接近8%，大幅跑赢同期上证指数；其中，深科达、药明康德、天准科技、景业智能8月以来累计涨幅均超过20%。　　这些公司明确订单充足　　且获机构密集调研　　除了上述披露订单（合同）金额的公司外，今年7月以来，不少公司还通过投资者关系互动平台明确表示订单充足。据不完全梳理，相关公司有66家。　　按照调研机构情况来看，截至8月21日，上述66家公司中，有25家年内获得30家以上机构调研，20家获得50家以上机构调研，10家公司获得百家以上机构调研，胜宏科技、三孚新科、蓝帆医疗均获得180家以上机构调研。　　胜宏科技今年以来获得527家机构调研，公司表示目前公司在手订单充足，业务进展顺利，订单生产和交付均在正常履行中。　　三孚新科今年以来获得209家机构调研，公司PCB设备业务目前在手订单充足，主要涵盖VCP填孔电镀线、RTR卷对卷电镀线等。　　另外，风华高科、立中集团等公司今年以来也获得百余家机构调研。

F | 风华高科表示，公司募投项目“祥和工业园项目”已全面达产，目前产品订单充足，产能利用率保持在较高水平。　　阳光电源今年以来获得35家机构调研，公司表示储能订单充足，今年出货目标60GWh+。　　从市场表现来看，截至8月21日，上述25家公司月内平均涨幅超过13%，中瓷电子、胜宏科技月内累计涨幅均超过30%。其中，中瓷电子月内涨幅位居25家公司之首，接近50%，公司电子陶瓷领域在手订单充足。