数据宝统计，截至10:50，立昂微成交额11.30亿元，创2024年10月10日以来新高。最新股价上涨 10.00%，换手率5.96%。上一交易日该股全天成交额为6.41亿元。（数据宝） （原标题：立昂微成交额创2024年10月10日以来新高） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Core Viewpoint - Lianang Micro (sh605358) reached its daily limit on September 23, 2025, with a price of 30.04 yuan, marking a 10% increase and a total market capitalization of 20.168 billion yuan, driven by positive market conditions in the semiconductor and electric vehicle sectors [1][2]. Company Summary - Lianang Micro's main business includes semiconductor silicon wafers, power device chips, and compound semiconductor RF chips, with products such as 6-12 inch semiconductor polished wafers and silicon epitaxial wafers, widely used in communication and electric vehicle industries [2]. - The company is expected to benefit from the increasing demand for semiconductor products due to the ongoing development of communication technology and the expansion of the electric vehicle market, leading to positive performance expectations [2]. - Recent industry data indicates a recovery in the semiconductor sector, with prices for silicon wafers and power devices stabilizing and increasing, positioning Lianang Micro to capitalize on this industry rebound [2]. Industry Summary - The semiconductor industry is showing signs of recovery, with a gradual increase in demand for semiconductor products, which is beneficial for companies like Lianang Micro [2]. - The booming electric vehicle industry is driving strong demand for semiconductor power devices, further stimulating the growth of related businesses [2]. - On September 23, significant net inflows were observed in the semiconductor sector, with Lianang Micro attracting considerable attention and investment, supported by a strong technical momentum indicated by the MACD indicator [2].

Group 1 - Wanxiang Qianchao and Lianang Micro both hit the daily limit up [1] - Dayang Electric and Heertai previously reached the daily limit up [1] - Wave Optoelectronics, Sanhua Intelligent Control, and Junsheng Electronics also experienced a rise [1]

Core Viewpoint - The stock of Lian Microelectronics has shown a positive trend with a year-to-date increase of 12.47%, despite a significant drop in net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - As of September 23, Lian Microelectronics' stock price increased by 2.01%, reaching 27.86 CNY per share, with a trading volume of 4.13 billion CNY and a turnover rate of 2.25% [1]. - The stock has experienced a 6.87% increase over the last five trading days, a 3.07% increase over the last 20 days, and a 19.42% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock market leaderboard) once this year, with the last appearance on April 22 [1]. Group 2: Financial Performance - For the first half of 2025, Lian Microelectronics reported a revenue of 1.666 billion CNY, reflecting a year-on-year growth of 14.18%, while the net profit attributable to shareholders was -127 million CNY, a decrease of 90% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 637 million CNY in dividends, with 342 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Lian Microelectronics increased to 75,300, marking a 2.70% rise from the previous period [2]. - The average number of circulating shares per shareholder decreased by 2.63% to 8,911 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.4344 million shares, an increase of 279,200 shares from the previous period [3].

Company Overview - Lian Microelectronics, established on March 19, 2002, is located in Hangzhou Economic and Technological Development Zone, specializing in semiconductor silicon wafers, power devices, and compound semiconductor RF chips [1] - The company was listed on September 11, 2020, and operates within the semiconductor materials sector under the Shenwan industry classification [1] Financial Performance - For the first half of 2025, Lian Microelectronics reported revenue of 1.666 billion yuan, a year-on-year increase of 14.18%, while the net profit attributable to shareholders was -127 million yuan, a decrease of 90% compared to the previous year [2] - Cumulatively, the company has distributed 637 million yuan in dividends since its A-share listing, with 342 million yuan distributed over the past three years [3] Stock Performance - As of September 22, Lian Microelectronics' stock price increased by 2.02% to 27.24 yuan per share, with a total market capitalization of 18.288 billion yuan [1] - The stock has seen a year-to-date increase of 9.97%, with a 4.57% rise over the last five trading days and a 16.91% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 75,300, with an average of 8,911 circulating shares per person, a decrease of 2.63% from the previous period [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.4344 million shares, an increase of 279,200 shares, while Southern CSI 500 ETF holds 7.9461 million shares, an increase of 1.1353 million shares [3] Capital Flow - On September 22, the net inflow of main funds was 15.6004 million yuan, with large orders accounting for 21.97% of purchases and 20.62% of sales [1]

Core Viewpoint - The collaboration between SUTENG and NVIDIA is expected to enhance the development of autonomous driving technology through the introduction of high-performance automotive-grade digital lidar products EM4, EMX, and E1 [1] Group 1: Company Developments - Lian Micro (605358.SH) has announced that its subsidiary Lian Dongxin focuses on manufacturing compound semiconductor RF and optoelectronic chips, particularly VCSEL chips, which are applicable in smart driving, robotics, and optical communication [1] - Lian Dongxin has achieved large-scale shipments of VCSEL products and maintains close cooperation with clients such as SUTENG, Hesai Technology, and Ruishi Technology [1] Group 2: Industry Trends - The integration of SUTENG's lidar products with NVIDIA DRIVE AGX platform signifies a significant step towards the comprehensive upgrade of autonomous driving technology [1]

Core Viewpoint - The collaboration between SUTENG and NVIDIA is expected to enhance the development of autonomous driving technology through the introduction of high-performance automotive-grade digital lidar products EM4, EMX, and E1 [1] Group 1: Company Developments - Lian Microelectronics (立昂微) announced that its subsidiary Lian Dongxin (立昂东芯) specializes in the manufacturing of compound semiconductor RF and optoelectronic chips, particularly VCSEL chips, which are applicable in smart driving, robotics, and optical communication [1] - Lian Dongxin has achieved large-scale shipments of VCSEL products and maintains close cooperation with clients such as SUTENG, Hesai Technology, and Ruishi Technology [1] Group 2: Industry Trends - The integration of SUTENG's lidar products with NVIDIA DRIVE AGX platform signifies a significant step towards the comprehensive upgrade of autonomous driving technology [1]

Group 1 - The core viewpoint of the article is that Lian Microelectronics (605358.SH) has maintained a strong order volume for its 6-8 inch epitaxial wafer products since the beginning of the year, resulting in a high capacity utilization rate [1] Group 2 - The company has reported that its order backlog for the specified products remains robust, indicating strong demand in the market [1] - The high capacity utilization rate suggests efficient production processes and potential for revenue growth [1]

Group 1 - The core viewpoint of the article highlights that Lian Microelectronics (605358.SH) is actively engaging in the compound semiconductor RF and optoelectronic chip business, which caters to various downstream demands such as low Earth orbit satellites, low-altitude economy, robotics, intelligent driving, and optical communication [1] - The pHEMT chips have already been applied in the low Earth orbit satellite sector, indicating the company's involvement in advanced technology applications [1] - VCSEL chips are utilized in intelligent driving, robotics, and optical communication, showcasing the versatility and relevance of the company's products in multiple high-tech fields [1]

Core Viewpoint - The stock of Lian Microelectronics has experienced fluctuations, with a recent decline in share price and significant net outflow of funds, indicating potential investor concerns about the company's performance and market position [1][2]. Company Overview - Lian Microelectronics, established on March 19, 2002, and listed on September 11, 2020, is located in Hangzhou Economic and Technological Development Zone, specializing in semiconductor silicon wafers, power devices, and compound semiconductor RF chips [2]. - The company's revenue composition includes 61.62% from semiconductor silicon wafers, 27.89% from power device chips, 9.55% from compound semiconductor RF chips, and 0.93% from other sources [2]. Stock Performance - Year-to-date, Lian Microelectronics' stock price has increased by 0.89%, with a recent decline of 3.06% over the last five trading days and a 0.75% decrease over the last 20 days. However, there has been an 11.17% increase over the last 60 days [2]. - As of September 9, the stock price was reported at 24.99 CNY per share, with a total market capitalization of 16.77 billion CNY [1]. Fund Flow - On September 9, the company experienced a net outflow of 15.61 million CNY in principal funds, with large orders accounting for 19.21% of purchases and 21.39% of sales [1]. Financial Performance - For the first half of 2025, Lian Microelectronics reported a revenue of 1.666 billion CNY, reflecting a year-on-year growth of 14.18%. However, the net profit attributable to shareholders was a loss of 127 million CNY, a significant decrease of 90% compared to the previous year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.70% to 75,300, with an average of 8,911 circulating shares per shareholder, a decrease of 2.63% [2]. - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 8.4344 million shares, an increase of 279,200 shares from the previous period. Southern CSI 500 ETF ranked ninth, holding 7.9461 million shares, an increase of 1.1353 million shares [3].