2月26日，赛腾股份大宗交易成交45万股，成交额2092.05万元，占当日总成交额的2.45%，成交价46.49 元，较市场收盘价51.93元折价10.48%。 | 交易日期 | 证券降除 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-26 | 赛腾股份 | 603283 | 46.49 | 557.88 | 12 | 公司 2019年 100 | 有限公司员州商圈 | 播 | | 2026-02-26 | 赛频图份 | 603283 | 46.49 | 511.39 | 11 | 早点空间素表播放 | 積極高品 | 是 | | 2026-02-26 | 赛腾股份 | 603283 | 46.49 | 511.39 | 11 | BEST FREE | 有限公司 2018 | 물 | | 2026-02-26 | 赛牌股份 | 603283 | 46.49 | 278.94 | ଚ | LANS CON ...

在AI算力（核心股）需求爆发、高带宽存储器（HBM）技术迭代加速的背景下，A股HBM（高带宽存 储器）产业链今日迎来集体爆发，从上游材料、设备到封装测试，各环节个股纷纷走强，资金关注度持 续提升。拓荆科技、宏昌电子、精智达、联瑞新材、芯碁微装领涨，板块产业链相关企业整理如下： 拓荆科技（688072.SH） 宏昌电子（603002.SZ） 最新股价：11.54元 日涨幅：+8.97% 核心看点：国内电子级环氧树脂龙头，电子级环氧树脂是HBM建设所需材料环氧塑封料的上游，为 HBM封装提供关键基材支撑。 精智达（688627.SH） 最新股价：313.00元 日涨幅：+7.28% 最新股价：360.00元 日涨幅：+9.98% 核心看点：拟减持；国内ALD设备主要供应商之一，ALD沉积在HBM工艺中不可或缺，设备广泛应用 于HBM制造的关键环节。 核心看点：根据新技术和新应用在半导体（核心股）存储器方面的新要求，配合客户业务稳步推进开发 针对如HBM等新一代半导体存储器测试需求的测试技术和设备，为客户提供可应用于HBM领域的完整 测试方案。 联瑞新材（688300.SH） 最新股价：68.50元 日涨幅：+6. ...

Group 1 - The overall market attention on Saiteng Co., Ltd. (603283) is moderate, with a neutral sentiment prevailing among institutions, and all ratings are neutral [1] - Profit forecasts indicate a projected net profit decline of 9.93% year-on-year for 2025, followed by an expected growth of 18.98% year-on-year for 2026, with operating revenue anticipated to gradually recover [1] - Institutional research frequency is low, with no recent changes in ratings [1] Group 2 - In the past 7 trading days, Saiteng Co., Ltd.'s stock price has experienced a downward fluctuation, with a cumulative decline of 1.43% and a volatility of 6.64% [2] - Daily performance has varied, with a 3.46% increase on February 9 and a 1.19% decrease on February 11; trading volume significantly increased between February 9 and 10, with an average turnover rate exceeding 3.5% [2] - On February 11, there was a net outflow of 6.88 million yuan from the main funds, indicating increased volatility in recent capital flows; the automation equipment sector has also seen a decline of 1.28% over the past 7 days, underperforming the broader market [2]

Group 1 - The core viewpoint of the article is that Saiteng Co., Ltd. clarified the reasons behind the decrease in contract liabilities, attributing it mainly to a reduction in advance payments from customers [2] - The company noted that not all customers make advance payments, indicating that contract liabilities can fluctuate based on changes in customer payment terms [2] - It was emphasized that contract liabilities do not directly correlate with order situations, highlighting the complexity of the relationship between these financial metrics [2]

Core Viewpoint - The company, Saiteng Co., Ltd. (603283), will disclose employee information in its annual report as per regulatory requirements, and investors are encouraged to pay attention to the upcoming periodic reports [1]. Group 1 - The company will provide employee information in compliance with regulatory standards [1]. - Investors are advised to monitor the company's future periodic report releases for detailed disclosures [1].

Core Viewpoint - The company, Saiteng Co., Ltd. (603283), has developed proprietary algorithm technology for automated detection processes in semiconductor production, which enhances production efficiency and product yield for downstream clients [1] Group 1: Technology Application - The technology utilizes deep learning and data recording capabilities tailored for semiconductor wafer inspection scenarios [1] - The technology has completed on-site verification with clients, demonstrating its effectiveness in optimizing production processes [1] Group 2: Business Impact - Currently, the technology has not significantly impacted the company's operating performance [1] - Investors are advised to differentiate between the company's technological applications in production and market trends [1]

Core Viewpoint - The company emphasizes that the dual role of the chairman and general manager complies with the Company Law and its articles of association, ensuring a well-structured governance framework [1] Group 1: Governance Structure - The company asserts that its governance structure is complete, with major business decisions following standardized review procedures [1] - There are effective internal checks and supervision mechanisms in place to maintain governance integrity [1] Group 2: Team and Incentives - The company places significant importance on building a core team and incentivizing key personnel [1] - Any future adjustments or plans related to governance will be disclosed in accordance with regulatory requirements [1]

Group 1 - The core viewpoint of the article indicates that Saiteng Co., Ltd. expects a 20.62% year-on-year decrease in operating revenue for the first three quarters of 2025, primarily due to a decline in the consumer electronics segment [2] - The semiconductor segment reported revenue of 457 million yuan, showing an increase of over 20% year-on-year [2]

Core Viewpoint - The company, Saiteng Co., expressed confidence in its industry outlook and operational development despite shareholder reductions being driven by personal financial needs [1] Group 1: Shareholder Actions - Shareholder reductions were based on personal financial requirements, with plans announced in accordance with relevant laws and regulations [1] - The reduction prices were determined based on market conditions [1] Group 2: Company Operations - The company management remains confident in the development prospects of the industry and the company's operational growth [1] - Current production and operations are normal, with all business plans being executed in an orderly manner [1] Group 3: Future Focus - The company will continue to focus on its core business and strive to enhance operational performance and core competitiveness [1] - The goal is to deliver better results to all investors [1]

Core Viewpoint - The storage chip sector experienced a significant rally, with multiple companies reaching their daily price limits, indicating strong market interest and potential investment opportunities in this industry [1] Group 1: Company Performance - Jin Sun (300606) and Xingsen Technology (002436) hit the daily limit up, showcasing robust investor confidence [1] - Yingfang Micro (000670), Zhizheng Co. (603991), Dagang Co. (002077), and Tongfu Microelectronics (002156) also reached their daily limit up, reflecting a broader trend in the storage chip market [1] - Zhaoyi Innovation (603986) surged over 6%, achieving a new historical high, indicating strong growth potential [1] Group 2: Market Trends - The overall performance of the storage chip sector is highlighted by the significant price increases of various companies, suggesting a bullish sentiment in the market [1] - Other notable performers include Saiteng Co. (603283), Unisoc (002049), and China Electric Port (001287), which also showed substantial gains, further emphasizing the positive momentum in the industry [1]