封测是 集成电路 产业链不可或缺的后道环节。新岁交替之际，多个封测项目宣布新进展： 通富微电 拟 募资44亿元加码高端封测、 长电科技 车规级封测工厂通线、京隆科技高阶测试新厂投用、 和林微纳 加 码封测领域投资等一系列重大项目相继落地，覆盖车规级、高阶芯片、 先进封装 等多个核心赛道。 通富微电拟募资44亿加码封测 2026年1月9日，国内 半导体 封测龙头企业通富微电子股份有限公司（简称"通富微电"）发布公告，拟 向特定对象发行A股股票募集资金总额不超过44亿元，重点投向存储芯片、 汽车电子 、晶圆级封测及 高性能计算与通信等核心领域的产能提升项目，同时预留部分资金补充流动资金及偿还银行贷款。根据 公告披露的募资投向明细，四大产能提升项目合计拟投入募集资金31.7亿元，占募资总额的72%。 | | | | 单位:万元 | | --- | --- | --- | --- | | 序号 | 项目 | 项目投资总额 | 拟使用募集资金 投入 | | - | 存储芯片封测产能提升项目 | 88,837.47 | 80,000.00 | | 2 | 汽车等新兴应用领域封测产能提升项目 | 109,955.80 | ...

浙商证券研报指出，长电科技股权激励彰显信心，存储与先进封装两翼齐飞。公司推出XDFOI®芯粒高 密度多维异构集成系列工艺，已进入量产阶段。经过持续研发与客户产品验证，公司XDFOI®不断取得 突破，已应用在高性能计算、人工智能等领域，未来有望充分受益国产算力产业趋势。同时，公司继续 加大研发投入重点研发存储、光通讯等领域的创新封装技术。未来，随着先进封装在算力芯片、存储等 领域的上量，有望带动公司ASP及毛利率的改善。在半导体存储市场领域，公司的封测服务覆盖 DRAM，Flash等各种存储芯片产品，拥有20多年memory封装量产经验，32层闪存堆叠，25um超薄芯片 制程能力，高密度3D封装和控制芯片自主测试等都处于国内和国际行业领先的地位。公司作为国内龙 头封测厂，随着大客户在AI应用领域持续创新、高成长应用领域占比不断提升、先进封装技术及对应 客户不断突破，公司有望率先受益，维持"买入"评级。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301306 | 西测测试, | 子 | 10.95 | 138亿 | 43.36 | | 300053 | 航宇微 | 1 | 10.08 | 167亿 | 25.71 | | 002935 | 天奧电子 | 1 | 10.02 | 108亿 | 13.96 | | 300455 | 航天智装 | 1 | 8.48 | 274亿 | 26.96 | | 688053 | ST思科瑞 | | 8.35 | 51.91亿 | 41.25 | | 300672 | 国科微 | 1 | 6.15 | 272亿 | 16.30 | | 688611 | 杭州柯林 | | 5.92 | 98.58 Z | 26.39 | | 600584 | 长电科技 | 1 | 5.54 | 778亿 | 18.16 | | 688012 | 中微公司 | 1 | 5.59 | 2226亿 | 30.35 | | 002413 | 雷科防务 | 1 | 5.46 | 254亿 | ...

资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联 接基金为，A类：008887；C类：008888。 1月12日早盘，A股三大指数走势分化，上证指数盘中上涨0.25%，互联网、文化传媒、软件等板块 涨幅靠前，摩托车、能源设备跌幅居前。芯片科技股震荡走强，截至10点09分，芯片ETF（159995）上 涨1.68%，其成分股龙芯中科上涨9.52%，长电科技上涨7.09%，中微公司上涨6.77%，兆易创新上涨 5.58%，晶盛机电上涨4.28%。 近日，英伟达创始人兼CEO黄仁勋在国际消费电子展CES 2026上发表主题演讲，并正式发布Rubin 平台。该平台由六款专为打造超凡 AI 超级计算机而设计的全新芯片组成，包括Vera CPU、Rubin GPU、NVLink 6 交换机、ConnectX-9 SuperNIC、BlueField-4 DPU 和 NVIDIA Spectrum-6 以太网交换 机，6款芯片协同设计，从而大幅缩短训练时间并降低推理 token 成本。 ...

1月12日，A股市场存储芯片概念股集体走强，其中，西测测试、航宇微涨超10%，天奥电子10CM涨 停，航天智装涨超8%，国科微涨超6%，杭州柯林、长电科技、中微公司、雷科防务涨超5%，兆易创新 涨超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301306 | 西测测试 | 章 | 10.95 | 138亿 | 43.36 | | 300053 | 航宇微 | 1 | 10.08 | 167亿 | 25.71 | | 002935 | 天奧电子 | 1 | 10.02 | 108亿 | 13.96 | | 300455 | 航天智装 | 1 | 8.48 | 274亿 | 26.96 | | 688053 | ST思科瑞 | | 8.35 | 51.91亿 | 41.25 | | 300672 | 国科微 | 1 | 6.15 | 272亿 | 16.30 | | 688611 | 杭州柯林 | | 5.92 | 98.58 Z | ...

Group 1 - The provincial government emphasizes the importance of high-quality development and aims to accelerate the development of new productive forces, enhance key industries, and foster future industries in Jiangsu [1][2] - Integrated circuits are highlighted as a key industry in Wuxi, with a focus on strengthening technological innovation and the localization of components to enhance the competitiveness of the industry [1] - The government aims to cultivate a batch of high-tech enterprises and small to medium-sized technology companies to create a more resilient supply chain and enhance industry competitiveness [1] Group 2 - The government is promoting the application of industrial robots and intelligent production to drive the transformation and upgrading of traditional industries while developing strategic emerging industries [2] - There is a strong emphasis on integrating technology and industry innovation, creating a favorable entrepreneurial ecosystem, and ensuring talent retention and utilization [3] - The government plans to enhance the quality and efficiency of the service industry, focusing on improving production services and upgrading lifestyle services to be more diverse and convenient [3]

Core Viewpoint - Changdian Technology's acquisition of the Shengdie factory has led to healthy and positive development, with operational performance improving in the second half of the year compared to the first half [2] Group 1: Company Performance - The Shengdie factory continues to receive joint investments from Changdian Technology and foreign shareholders, focusing on new product technology iterations and capacity expansion [2] - The factory's production of storage chips is crucial for the future development of artificial intelligence, supporting high-speed operations in both data centers and end-user devices [2] Group 2: Market Dynamics - The storage product market experiences cyclical fluctuations, but current demand driven by artificial intelligence in data centers and end-user devices has created a demand-supply imbalance, which is expected to persist for some time [2] - The structure of storage products and their modules is continuously evolving, with a shift from merely enhancing storage capacity and production processes to the emergence of new product combinations and business models [2] Group 3: Strategic Focus - Changdian Technology aims to enhance its market share in the enterprise SSD high-end market, particularly focusing on the development of high-density storage products [2] - The company's strategy has led to a synergistic effect across its various factories, contributing to rapid growth in its storage business throughout the year [2]

Core Viewpoint - The company emphasizes its competitive advantage in capacity through a dual-circulation capacity layout, allowing for flexible arrangements based on customer needs both domestically and internationally [1] Group 1: Capacity Strategy - The company has established a dual-circulation capacity layout, ensuring sufficient capacity both domestically and internationally [1] - This layout enables the company to implement a strategy of "serving China from China and serving overseas from overseas," allowing for tailored capacity matching based on specific customer demands [1] - The company plans ahead through strategic planning and annual business plans to anticipate future market demand, aiming for a balanced capacity layout to meet comprehensive customer needs [1] Group 2: Capacity Allocation and Profitability - In times of capacity constraints, the company considers strategic and technical factors, as well as the binding situation with key customers, when making decisions [1] - The company prioritizes high-value-added orders in its capacity allocation to enhance overall profitability [1] - The company aims to balance profitability with sustainable development during its business growth, seeking stability in long-term business layout [1]

证券日报网1月9日讯 ，长电科技（600584）在接受调研者提问时表示，公司凭借与国际大客户及国内 主流车企的紧密合作，以汽车电子核心产品为驱动，带动各类周边汽车电子芯片的成品制造业务发展； 值得关注的是，先进封装技术及更高规格晶圆的芯片正快速进入汽车电子领域，推动先进封装在该领域 的落地规模持续扩大，这与前几年的发展态势存在明显差异，同时面向汽车电子的功率器件、电源管理 芯片呈现全面发展态势，在汽车电子架构各主要环节均涌现出新的技术需求与应用场景，因此明年将有 更多相关新产品在工厂落地量产。尤其在国内，公司位于上海临港（600848）的汽车电子工厂将依托当 地完善的汽车电子产业链，在核心客户推动与产业链日趋成熟的背景下逐步发力，上述重点领域的相关 产品将同步供应国内及海外客户，精准匹配"在中国，为中国"的市场需求，综上，公司对汽车电子业务 充满信心，将持续提升汽车电子业务收入占比。 ...

Core Viewpoint - The company reported a total revenue of 28.67 billion yuan for the first three quarters, marking a year-on-year increase of 14.8% [1] Revenue Performance - In Q3 alone, the company achieved a revenue of 10.06 billion yuan, which is a 6% year-on-year increase and the highest revenue for Q3 in history [1] - The company’s key application areas are experiencing a market recovery, with increased orders driven by hot applications and domestic substitution demand [1] Capacity and Production - The overall capacity utilization rate of the company is steadily improving, with some production lines nearing full capacity [1] - The company is accelerating its transformation by optimizing product structure and focusing on advanced packaging capacity [1] Business Segments Growth - Revenue from the computing electronics, industrial and medical electronics, and automotive electronics segments grew approximately 70%, 40%, and 30% respectively, showing significant growth momentum [1] Profitability - The average gross margin for the first three quarters was 13.7%, with Q3 gross margin at 14.3%, a notable increase compared to the same period last year, primarily due to improved capacity utilization and optimized product structure [1] Operating Expenses - The company is intensifying cost control measures, although management expenses have increased significantly due to the consolidation of Shengdie Semiconductor and operational costs related to new factories [1] R&D Investment - The total R&D investment for the first three quarters reached 1.54 billion yuan, representing an almost 25% year-on-year increase, indicating an accelerating growth trend [1] Net Profit - The net profit attributable to shareholders for the first three quarters was 0.95 billion yuan, with Q3 net profit at 0.48 billion yuan, reflecting a year-on-year increase of 5.7% and a substantial quarter-on-quarter growth of 80.6% [1]