4月11日，A股三大指数集体收涨， 科创50 指数表现亮眼，单日涨幅达2.07%。盘面上， 半导体 、电子 元件板块成为资金主要流入方向，带动多只个股涨停。截至收盘，沪深京三市合计成交额达13908.70亿 元，全市场逾3300只个股上涨，84股涨停。 | 序号 | 股票代码 | 股票名称 | 最新股价(元) | 涨跌幅 (%) | 成交额(亿元) | 人气排行 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 002475 | 立讯精密 | 32.18 | 4.72 | 86.24 | 女女女女女女 | | 2 | 600171 | 上海贝岭 | 34.72 | 10.01 | 17.73 | 女女女女女 | | 3 | 002241 | 歌尔股份 | 21.08 | 1.79 | 45.98 | 女女女女女女 | | 4 | 603688 | 石英股份 | 42.39 | 9.99 | 15.0 | 女女女女 | | 5 | 000670 | 盘方微 | 6.22 | 10.09 | 1.16 | 女女女女 | | e | 300661 | 圣邦股份 ...

Group 1 - The automotive chip sector experienced a significant increase of 6.04%, leading the concept sectors in terms of growth, with 112 stocks rising, including notable gainers like Weijie Chuangxin and Fumanwei, which hit the 20% limit up [1][2] - Major inflows into the automotive chip sector amounted to 4.748 billion yuan, with 83 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows, led by Shengbang Co. with 509 million yuan [2][3] - Stocks with the highest net inflow ratios included Dagang Co., Fumanwei, and Shengjingwei, with net inflow ratios of 56.30%, 35.79%, and 32.24% respectively [3] Group 2 - The top gainers in the automotive chip sector included Shengbang Co. (20.00%), Shanghai Beiling (10.01%), and Zhaoyi Innovation (4.10%) [3][4] - The automotive chip sector's performance was contrasted by declines in other sectors, such as genetically modified crops (-5.96%) and corn (-5.84%) [2] - The overall market sentiment showed a strong preference for automotive chip stocks, as evidenced by the substantial trading volumes and turnover rates [4][5]

Group 1 - The storage chip sector rose by 4.62%, ranking fourth among concept sectors, with 91 stocks increasing in value, including Yachuang Electronics which hit a 20% limit up [1] - Major gainers in the storage chip sector included Huahong Company, Lierda, and Hualing Co., which rose by 19.75%, 14.36%, and 11.40% respectively [1] - The sector saw a net inflow of 4.219 billion yuan from main funds, with 73 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top stocks by net inflow included Shanghai Beiling with 499.35 million yuan, followed by Huahong Company and Tongfu Microelectronics with 481 million yuan and 464 million yuan respectively [2][3] - The net inflow ratio was highest for Yingfang Microelectronics at 59.12%, followed by Dagang Co. at 56.30% and Haoshanghao at 31.89% [3][4] - The storage chip sector's performance was contrasted by declines in other sectors, such as genetically modified and grain concepts, which fell by 5.96% and 4.68% respectively [2]

涨停时间：09:35(首板+20.00%) 在新能源汽车渗透率加速提升与供应链自主可控政策驱动下，汽车芯片板块今日集体爆发，产业链企业 深度解析： 富满微（300671）(300671.SZ) 最新价：31.14元 通过苏州科阳切入车规级CIS封装赛道，TSV微凸点技术打破日韩垄断。83亿中等市值叠加低换手率， 机构资金布局特征明显。 思瑞浦(688536.SS) 最新价：146.06元 换手率：3.65% 流通市值：67.6亿 电源管理芯片技术领先者，车载LED控制驱动芯片已导入比亚迪（002594）、长城等头部车企供应链。 首封涨停封单超10万手，低换手率显示主力资金高度控盘。 大港股份（002077）(002077.SZ) 最新价：14.43元 涨停时间：09:39(首板+9.98%) 换手率：3.61% 流通市值：83.7亿 最新价：34.72元 涨停时间：11:09(首板+10.01%) 换手率：7.50% 流通市值：246.1亿 功率器件全矩阵布局，车规级IGBT/MOSFET芯片批量供货上汽、广汽。7.50%活跃换手率印证资金对 扭亏转型逻辑的认可。 涨停时间：10:41(首板+20.00%) ...

Core Viewpoint - The semiconductor sector experienced a significant rally in the afternoon, with nearly 20 stocks hitting the daily limit up, indicating strong investor interest and positive market sentiment towards the industry [1] Group 1: Stock Performance - Companies such as Weijie Chuangxin, Jinghua Micro, SIRUI, Meixin Sheng, Naxin Micro, Fuman Micro, Jiewate, Huahong Company, Shanghai Beiling, Tongfu Microelectronics, and Yingfang Micro all reached the daily limit up [1] - Other stocks like Jingfeng Mingyuan, Guomin Technology, Aiwei Electronics, and Anlu Technology saw increases of over 10% [1]

利好来了！ A股半导体板块在临近上午收盘之前直线拉升，上海贝岭直线涨停，中芯国际、海光信息、寒武纪等行业权重集体拉 升。盛景微、沃顿科技、石英股份、欧晶科技、盈方微、富满微等十余股封涨停板。港股半导体板块也是大幅上 扬。 消息面上，有两大利好： 首先，中物联公共采购分会发布关于应对美国霸凌关税，助力国内经济稳定发展的倡议书，呼吁并建议：锻 造"自主链核"，强化供应链战略。 其次，中国半导体行业协会发布关于半导体产品"原产地"认定规则的紧急通知，根据海关总署的相关规定，"集 成电路"原产地按照四位税则号改变原则认定，即流片地认定为原产地。 大涨 临近上午收盘时分，港股芯片股走高，华虹半导体涨超14%，宏光半导体涨8.5%，中芯国际涨5.3%。A股芯片概念 板块掀涨停潮，上海贝岭、盛景微、沃顿科技、石英股份、欧晶科技、盈方微、富满微等十余股封涨停板。 自主可控崛起 本次关税博弈由美方率先发起，北京时间4月10日，特朗普在其TruthSocial社交媒体上发帖称，将对一些国家暂停 其新关税的全面生效，在90天内对多数国家关税降至10%，并宣布将中国商品关税从104%提升至125%，立即生 效。 万联证券认为，美国发 ...

Core Viewpoint - The A-share semiconductor stocks experienced a significant midday surge, with Shanghai Beiling hitting the daily limit, and other key players like Taiji Co., Shengbang Co., and major industry weights such as SMIC, Haiguang Information, and Cambrian also seeing substantial increases following an urgent notice from the China Semiconductor Industry Association regarding the "origin" recognition rules for semiconductor products [1] Group 1 - A-share semiconductor stocks saw a second surge in the afternoon [1] - Shanghai Beiling reached a daily limit increase [1] - Other companies like Taiji Co. and Shengbang Co. also experienced rapid gains [1] Group 2 - Major industry players such as SMIC, Haiguang Information, and Cambrian collectively rose [1] - The China Semiconductor Industry Association issued an urgent notice on semiconductor product "origin" recognition rules [1]

Core Viewpoint - Shanghai Beiling achieved significant performance improvement in 2024, with a notable increase in revenue and net profit, but concerns arise from executive share reductions and industry competition pressures [1][4][6] Financial Performance - The company reported operating revenue of 2.82 billion yuan, a year-on-year increase of 31.9% [1] - The net profit attributable to shareholders turned from a loss of 60.22 million yuan last year to a profit of 396 million yuan [1] - The non-recurring net profit attributable to shareholders was 283 million yuan, up 66.3% year-on-year [1][4] Cash Flow Situation - Despite strong performance, the company's net operating cash flow was 93.57 million yuan, a decline of 19.3% year-on-year [4] - The decrease in cash flow indicates increasing financial pressure amid business expansion and R&D investments [4] Executive Share Reduction - Executives, including the deputy general manager and the financial director, announced a plan to reduce their holdings by up to 134,000 shares between April 15 and July 14, 2025, due to personal financial needs [5] - This reduction has raised concerns among investors regarding the company's future, especially following the recent turnaround in performance [5] Industry Competition - The semiconductor industry remains highly competitive, with pressures from macroeconomic factors, global trade, and international dynamics affecting the integrated circuit supply chain [6] - Despite a recovery in the semiconductor market in the first half of 2024, price competition remains intense [6] - The domestic chip market is experiencing slow growth and saturation, leading to fierce competition for talent and technology among integrated circuit design companies [6]

中国电子财务有限责任公司 专项审计报告 大信专审字[2025]第 1-00169 号 大信会计师事务所(特殊普通合伙)_ WUYIGE CERTIFIED PUBLIC ACCOUNTANTS LLP. 您可使用手机"扫一扫"或进入"注册会计师行业统一提否由具有执业许可的会计师事务所出具 报告编码:京253MK5VRCT No.1 Zhichun Road.Haidian Dist Beijing. China. 100083 二、形成审核意见的基础 我们按照《中国注册会计师其他鉴证业务准则第 3101 号―历史财务信息审计或审阅以外 的鉴证业务》(以下简称"其他鉴证业务准则")的规定执行了审核业务。审核报告的"注 册会计师的责任"部分进一步阐述了我们在这些准则下的责任。按照中国注册会计师职业道 德守则,我们独立于中国电子财务公司,并履行了职业道德方面的其他责任。 我们相信,我们获取的审核证据是充分、适当的,为发表审核意见提供了基础。 三、中国电子财务公司管理层和治理层的责任 按照《企业集团财务公司管理办法》如实编制风险评估专项说明,是中国电子财务公司 管理层的责任,这种责任包括建立健全并合理设计风险管理体系 ...

关于上海贝岭股份公司2024年度 在中国电子财务有限责任公司存贷款 业务情况的专项审核报告 众环专字(2025)0201184号 目 录 起始页码 专项审核报告 存贷款业务情况汇总表 在中国电子财务有限责任公司存贷款业务情况汇总表 1 关于上海贝岭股份有限公司 2024 年度 在中国电子财务有限责任公司存贷款业务情况 的专项审核报告 众环专字(2025)0201184 号 上海贝岭股份有限公司: 按照《上海证券交易所上市公司自律监管指引第 5 号 -- 交易与关联交易》的规定,编 制和披露汇总表，提供真实、合法、完整的审核证据,是上海贝岭管理层的责任。 二、注册会计师的责任 三、审核情况 经审核,《上海贝岭股份有限公司 2024年度在中国电子财务有限责任公司存贷款业务情 况汇总表》已在所有重大方面按照《上海证券交易所上市公司自律监管指引第 5 号——交易 与关联交易》的有关要求编制。 为了更好地理解上海贝岭股份有限公司 2024 年度在中国电子财务有限责任公司存贷款 业务情况,后附汇总表应当与已审的财务报表一并阅读。 审核报告第1页 共2页 (此页无正文,此页为《关于上海贝岭股份有限公司在中国电子财务有限责任 ...