证券之星消息，11月14日半导体板块较上一交易日下跌3.49%，佰维存储领跌。当日上证指数报收于 3990.49，下跌0.97%。深证成指报收于13216.03，下跌1.93%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688332 | 中科蓝讯 | 137.90 | 4.77% | 4.94万 | | 6.84亿 | | 603991 | 至正股份 | 71.68 | 3.84% | 3.96万 | | 2.83亿 | | 300706 | 阿石创 | 41.75 | 3.62% | 18.39万 | | 7.66 Z | | 301369 | 联动科技 | 104.43 | 3.52% | 2.41万 | | 2.49亿 | | 688234 | 天岳先进 | 76.26 | 3.15% | 13.56万 | | 10.37亿 | | 688484 | 南心科技 | 42.92 | 2.12% | 9.08万 | | 3.90亿 | | 60 ...

电科芯片今年以来股价涨16.98%，近5个交易日涨8.36%，近20日涨16.63%，近60日涨9.36%。 资料显示，中电科芯片技术股份有限公司位于重庆市沙坪坝区西永大道36号附2号西永微电园研发楼3期 6栋3层，成立日期1987年11月14日，上市日期1995年10月13日，公司主营业务涉及硅基模拟半导体芯片 及其应用产品的设计、研发、制造、测试、销售。主营业务收入构成为：集成电路销售收入68.79%， 充电器、电源适配器、移动电源等27.20%，其他业务收入3.25%，技术服务0.77%。 电科芯片所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：中盘、短报文概念、融资 融券、增持回购、卫星导航等。 11月14日，电科芯片盘中上涨2.25%，截至09:49，报15.43元/股，成交1.41亿元，换手率0.79%，总市值 182.70亿元。 资金流向方面，主力资金净流入178.98万元，特大单买入361.69万元，占比2.56%，卖出436.38万元，占 比3.09%；大单买入2383.85万元，占比16.86%，卖出2130.19万元，占比15.07%。 机构持仓方面，截止2025年9月30 ...

格隆汇11月12日丨电科芯片(600877.SH)在投资者互动平台表示，公司已有低轨卫星星端和用户端接收 发射芯片系列产品的研发、生产与销售。 ...

Core Viewpoint - The stock of Electric Science and Technology Chip has experienced fluctuations, with a recent decline of 2.03% and a year-to-date increase of 6.22%, indicating mixed market sentiment towards the company [1]. Financial Performance - For the period from January to September 2025, Electric Science and Technology Chip reported a revenue of 644 million yuan, representing a year-on-year decrease of 11.30% [2]. - The net profit attributable to shareholders for the same period was 9.93 million yuan, down 83.15% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 80,000, a rise of 6.05% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.70% to 14,803 shares [2]. Dividend Distribution - Since its A-share listing, Electric Science and Technology Chip has distributed a total of 294 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, the Southern CSI 1000 ETF was the ninth largest circulating shareholder, holding 6.4991 million shares, a decrease of 55,900 shares from the previous period [3]. - The Guolian An CSI All-Index Semiconductor Products and Equipment ETF has exited the list of the top ten circulating shareholders [3].

Core Viewpoint - The satellite ETF (159206) is experiencing a positive market response, with a 0.93% increase and significant net subscriptions, indicating growing investor interest in the commercial space and satellite communication sectors [3][7]. Group 1: ETF Performance - As of 13:38, the satellite ETF (159206) rose by 0.93%, with a net subscription of 11 million yuan during the trading session [3]. - The ETF's current price is 1.193, with an average price of 1.179 and a trading volume of 808 [4]. - The ETF is the first and largest of its kind in the market, tracking the national commercial satellite communication industry index [8]. Group 2: Industry Developments - The successful launch of the Shenzhou 21 manned spacecraft on November 1 and the rapid progress of liquid rockets, including the Tianlong 3 large liquid carrier rocket, are significant milestones in China's space endeavors [5]. - The Long March 7 carrier rocket successfully launched the Remote Sensing Satellite 46, marking the 605th flight of the Long March series [6]. - The commercial space sector is expected to enter a rapid development phase, driven by new rocket models and the construction of large satellite internet constellations, with China planning to launch over 25,000 satellites [6]. Group 3: Investment Opportunities - The satellite ETF focuses on commercial space and satellite communication, particularly emphasizing satellite manufacturing, which is expected to thrive under the "strong aerospace nation" initiative [7]. - The satellite internet industry is characterized by high technology and significant capital requirements, with only China and the U.S. remaining competitive in this field [6].

Core Insights - The stock price of Electric Science and Technology Chip increased by 2.02% on November 3, reaching 13.63 CNY per share, with a total market capitalization of 16.139 billion CNY [1] - The company reported a year-to-date stock price increase of 3.34%, with a recent 5-day increase of 0.22% and a 20-day decrease of 3.06% [1] Financial Performance - For the period from January to September 2025, Electric Science and Technology Chip achieved a revenue of 644 million CNY, representing a year-on-year decrease of 11.30% [2] - The net profit attributable to shareholders for the same period was 9.9317 million CNY, down 83.15% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 80,000, a rise of 6.05% from the previous period [2] - The average number of circulating shares per shareholder decreased by 5.70% to 14,803 shares [2] Dividend History - Since its A-share listing, Electric Science and Technology Chip has distributed a total of 294 million CNY in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of September 30, 2025, the Southern CSI 1000 ETF was the ninth largest circulating shareholder, holding 6.4991 million shares, a decrease of 55,900 shares from the previous period [3] - The Guolian An CSI All-Index Semiconductor Products and Equipment ETF has exited the top ten circulating shareholders list [3]

Core Viewpoint - The company reported a significant decline in both revenue and net profit for Q3 2025, attributing the downturn to intensified competition in the consumer electronics market and aggressive price reductions to maintain market share [1]. Financial Performance - For Q3 2025, the company achieved a revenue of 196 million yuan, a year-on-year decrease of 17.02% [1]. - The net profit attributable to shareholders was 1.51 million yuan, reflecting a substantial year-on-year decline of 92.67% [1]. - The net profit after deducting non-recurring items was -4.1 million yuan [1]. - Cumulatively, from January to September 2025, the company reported a total revenue of 644 million yuan, down 11.30% year-on-year [1]. - The net profit attributable to shareholders for the first nine months was 9.93 million yuan, a decrease of 83.15% year-on-year [1]. - The net profit after deducting non-recurring items was -9.60 million yuan, indicating a shift from profit to loss [1]. Market Strategy - In response to the challenging market conditions, the company has actively sought to expand into key markets to drive growth [1]. - The company has introduced its Beidou short message SoC chips to the top five domestic smartphone manufacturers [1]. - The broadband/narrowband satellite communication SoC chips have been successfully integrated into products for a major smartphone client [1].

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the third quarter of 2025 compared to the previous year [1] Financial Performance - The company achieved total operating revenue of 644 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 11.3% [1] - The net profit attributable to shareholders of the parent company was 9.93 million yuan, showing a substantial year-on-year decline of 83.15% [1] - The basic earnings per share were reported at 0.008 yuan [1]

Core Viewpoint - The company, 电科芯片, is a significant player in the domestic analog chip design sector, focusing on silicon-based analog semiconductor chips and possessing a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, 电科芯片 reported revenue of 644 million yuan, ranking 16th out of 34 in the industry, with the industry leader, 汇顶科技, generating 3.521 billion yuan [2] - The main business composition includes integrated circuit sales revenue of 308 million yuan, accounting for 68.79%, and charger sales of 122 million yuan, accounting for 27.20% [2] - The net profit for the same period was 9.9317 million yuan, ranking 18th in the industry, with the industry leader, 汇顶科技, achieving 677 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 16.44%, an increase from 14.95% year-on-year, but still below the industry average of 16.92% [3] - The gross profit margin for Q3 2025 was 33.29%, up from 30.55% year-on-year, yet lower than the industry average of 36.44% [3] Group 3: Management and Shareholder Information - The chairman, 李斌, has not seen a change in salary, while the general manager, 马羽, experienced a salary decrease of 154,300 yuan year-on-year, with a 2024 salary of 1.1116 million yuan [4] - As of June 30, 2025, the number of A-share shareholders decreased by 4.01% to 75,400, with an average holding of 15,700 circulating A-shares, which increased by 4.18% [5]

中电科芯片技术股份有限公司 2025 年第二次临时股东会资料 中电科芯片技术股份有限公司 2025年第二次临时股东会 600877 二〇二五年十一月二十六日 1 中电科芯片技术股份有限公司 2025 年第二次临时股东会资料 中电科芯片技术股份有限公司 2025 年第二次临时股东会参会须知 为维护中电科芯片技术股份有限公司全体股东的合法权益，保证股东依法 行使职权，确保股东会的正常秩序及议事效率，根据《公司法》《上市公司股 东会规则》《公司章程》的有关规定，特制定本次股东会须知： 一、出席会议的股东（或其授权代表）在会议召开前五分钟办理签到登记 手续，为保证股东会的严肃性和正常秩序，除依法出席会议的公司股东（或其 授权代表）、董事、董事会秘书、高级管理人员、公司聘请的律师和董事会邀 请的参会人员外，公司有权依法拒绝其他人士入场。对干扰股东会秩序、寻衅 滋事和侵犯其他股东合法权益的行为，公司有权采取必要措施予以制止并报告 有关部门查处。 二、参加股东会的所有股东，依法享有发言权、质询权、表决权，并履行 法定义务和遵守有关规定。股东发言应针对本次会议议案内容，否则大会主持 人可以拒绝或者制止其发言。 会议资料 一、 ...