每经AI快讯，1月21日午后，存储芯片概念再度拉升，金太阳（300606）、兴森科技（002436）涨停， 此前盈方微（000670）、至正股份（603991）、大港股份（002077）、通富微电（002156）涨停，兆易 创新（603986）涨超6%，续创历史新高，赛腾股份（603283）、紫光国微（002049）、中电港 （001287）等涨幅靠前。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 本次解质股份之后无继续质押的计划。如有变动，公司将按相关法律法规要求及时履行信息披露义务。 二、股东累计质押股份情况 证券代码：603283 证券简称：赛腾股份 公告编号：2026-004 苏州赛腾精密电子股份有限公司关于股东部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 曾慧女士直接持有上市公司股份数量为5,216.0795万股，占公司总股本19.24%，截至本公告披露日， 曾慧女士持有的公司股份中累计质押数量为1,939.00万股，占其直接持股数量比例为37.17%，占公司总 股本比例为7.15%。 公司于近日接到公司股东曾慧女士关于办理部分股份解除质押的通知，具体事项如下： 一、股东股份解除质押的基本情况： 截至2026年1月19日，上述股东累计质押股份情况如下： ■ 特此公告。 苏州赛腾精密电子股份有限公司董事会 2026年1月20日 ...

证券代码：603283 证券简称：赛腾股份 公告编号：2026-004 苏州赛腾精密电子股份有限公司 关于股东部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 曾慧女士直接持有上市公司股份数量为 5,216.0795 万股，占公司总股本 19.24%，截至本公告披露日，曾慧女士持有的公司股份中累计质押数量为 1,939.00 万股，占其直接持股数量比例为 37.17%，占公司总股本比例为 7.15%。 公司于近日接到公司股东曾慧女士关于办理部分股份解除质押的通知，具体 事项如下： 本次解质股份之后无继续质押的计划。如有变动，公司将按相关法律法规要 求及时履行信息披露义务。 二、股东累计质押股份情况 1 股东名称 曾慧 本次解质股份（万股） 600.00 占其所持股份比例 11.50% 占公司总股本比例 2.21% 解质（解冻）时间 2026.1.19 持股数量（万股） 5,216.0795 持股比例 19.24% 剩余被质押（被冻结）股份数量（万股） 1,939.00 剩余被质押（被冻结） ...

1月20日，赛腾股份盘中下跌2.02%，截至10:09，报52.42元/股，成交12.38亿元，换手率8.56%，总市值 142.15亿元。 资金流向方面，主力资金净流出1.52亿元，特大单买入1.94亿元，占比15.65%，卖出3.46亿元，占比 27.97%；大单买入3.71亿元，占比30.00%，卖出3.71亿元，占比29.96%。 赛腾股份今年以来股价涨21.01%，近5个交易日涨19.90%，近20日涨25.44%，近60日涨14.23%。 今年以来赛腾股份已经1次登上龙虎榜，最近一次登上龙虎榜为1月19日，当日龙虎榜净买入3.18亿元； 买入总计7.09亿元 ，占总成交额比20.72%；卖出总计3.91亿元 ，占总成交额比11.43%。 资料显示，苏州赛腾精密电子股份有限公司位于江苏省苏州市吴中经济开发区郭巷街道淞葭路585号， 成立日期2007年6月19日，上市日期2017年12月25日，公司主营业务涉及自动化生产设备的研发、设 计、生产、销售及技术服务,为客户实现生产智能化提供系统解决方案。高端半导体设备。主营业务收 入构成为：自动化设备76.79%，夹治具18.95%，技术服务3.77%，其 ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

证券代码：603283 证券简称：赛腾股份 公告编号：2026-003 苏州赛腾精密电子股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 针对公司股票异常波动，公司对有关事项进行核查，现将有关情况说明如下： （一）生产经营情况 经公司自查，公司目前生产经营活动正常，公司不存在影响公司股票交易异 常波动的重大事项，不存在其他应披露而未披露的重大信息。 （二）重大事项情况 苏州赛腾精密电子股份有限公司（以下简称 "公司"）股票于 2026 年 1 月 15 日、1 月 16 日、1 月 19 日连续三个交易日内日收盘价格涨幅偏离值累计 达 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 经公司自查，并函询公司股东孙丰先生、曾慧女士，截至本公告披露日， 除在公司指定信息披露媒体及上海证券交易所网站披露的相关信息外，不存在应 披露而未披露的重大信息。公司于 2026 年 1 月 8 日披露了《苏州赛腾精密电子 股份有限公司股东减持股份计划公告》（公告编号：20 ...

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

证券之星消息，1月19日自动化设备板块较上一交易日上涨0.21%，田中精机领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。自动化设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 300461 | 田中精机 | 22.75 | 11.30% | 15.81万 | | 3.45亿 | | 603283 | 赛腾股份 | 53.50 | 8.89% | 64.26万 | | 34.25 Z | | 300227 | 光韵达 | 11.35 | 8.30% | 87.70万 | | 10.12亿 | | 605288 | 凯迪股份 | 123.80 | 7.67% | - 3.16万 | | 3.86亿 | | 6885899 | 海日奥 | 63.49 | 6.24% | 14.81万 | | 9.23亿 | | 688646 | ST逸飞 | 38.78 | 4.67% | 1.55万 | | 5936. ...

据天眼查APP显示，苏州赛腾精密电子股份有限公司成立于2007年06月19日，注册资本27117.4033万人 民币。 （文章来源：证券时报网） 数据宝统计，截至10:14，赛腾股份成交额19.34亿元，创2024年11月13日以来新高。最新股价上涨 9.99%，换手率13.47%。上一交易日该股全天成交额为16.18亿元。 ...

普冉股份涨超9%，此前赛腾股份触及涨停，盈新发展、深科技、康强电子、开普云等跟涨。 ...