高位人气股午后跌势扩大，立昂微、华软科技、凯美特气、红豆股份跌停，大众公用、泰慕士、杭电股 份、福龙马、青山纸业等均跌超7%。 ...

（文章来源：证券时报网） 数据宝统计，截至09:58，立昂微成交额16.56亿元，创2023年4月26日以来新高。最新股价下跌9.16%， 换手率7.22%。上一交易日该股全天成交额为15.90亿元。（数据宝） 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 - The company, Lianang Micro, has experienced a significant stock price increase, closing at the limit price for three consecutive trading days, indicating potential short-term volatility and trading risks for investors [2]. Company Operations - The company's production and operational activities are currently normal, with no significant changes in internal operations or external business environment [2]. - There have been no major changes in the company's main business activities, and it does not have any undisclosed significant matters [2]. Stock Performance - The stock's trading volume over the recent three-day period has a turnover rate of 17.81%, suggesting heightened trading activity [2].

证券代码：605358 证券简称：立昂微 公告编号：2025-044 债券代码：111010 债券简称：立昂转债 杭州立昂微电子股份有限公司 关于股票交易的风险提示性公告 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个别及连带责任。 重要内容提示： 公司股票于2025年9月23日、9月24日、9月25日连续3个交易日以涨停价收盘，区间股 票换手率为17.81%，可能存在短期涨幅较大后的下跌风险，敬请广大投资者注意交易风险。 公司存在业绩亏损风险。 杭州立昂微电子股份有限公司（以下简称 "公司"）股票于2025年9月22日、9月23日、9 月24日连续3个交易日内收盘价格涨幅偏离值累计超过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情形，公司已于2025年9月25日披露了《立昂微股票交易 异常波动公告》（公告编号：2025-043）。2025年9月25日，公司当日股票价格以涨停价收盘。 鉴于公司股票价格短期涨幅较大，现将相关风险提示如下： 公司2024年度半导体硅片业务毛利率为-1.82%。公司2024年度归 ...

格隆汇9月25日｜立昂微公告，公司股票价格近期涨幅较大，公司股票于2025年9月23日、9月24日、9月 25日连续3个交易日以涨停价收盘，可能存在非理性炒作风险，可能存在短期涨幅较大后的下跌风险。 公司2024年度半导体硅片业务毛利率为-1.82%。公司2024年度归属于上市公司股东的净利润-26,575.71 万元、归属于上市公司股东的扣除非经常性损益的净利润-26,595.86万元，2025年半年度归属于上市公 司股东的净利润-12,702.52万元、归属于上市公司股东的扣除非经常性损益的净利润-12,610.87万元。敬 请广大投资者注意业绩亏损风险。 ...

Market Overview - A total of 41 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 68% [1] - The three major indices showed divergence, with the ChiNext Index rebounding over 2% to reach a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Stock Performance - Huasoft Technology achieved a five-day limit up streak, while Lianmei Holdings and Bluefeng Biochemical both recorded a four-day limit up streak [1][3] - The highest limit up stock, Huasoft Technology, saw a 10.03% increase, driven by its focus on photoresists [12] - The gaming, AI applications, and controllable nuclear fusion sectors led the gains, while the port shipping, precious metals, and oil and gas sectors faced declines [1][6] Sector Analysis - The AI infrastructure investment by Alibaba, amounting to 380 billion yuan, is expected to drive a trillion-scale AI ecosystem [5] - The storage system bidding scale reached a historical high of 17.7 GW/45.7 GWh in August, marking a year-on-year increase of 237.1% [9] - The semiconductor industry is experiencing a price increase trend, with companies like Longjiang Storage becoming a new unicorn in the sector [7][16] Key Stocks and Trends - Ningde Times and Sunshine Power both reached historical highs, reflecting a focus on major growth stocks in the market [6] - The copper market saw a spike due to a fatal landslide at Freeport McMoRan's Grasberg mine, leading to a 3% increase in copper futures [8][30] - The gaming sector continues to show strong performance, with the National Press and Publication Administration issuing over 150 game licenses in a single month [6] Future Outlook - The market is expected to maintain a trend favoring large-cap stocks in popular sectors, despite the risk of a downturn for underperforming small-cap stocks [10] - The semiconductor supply chain's heat is likely to spread to lower-tier stocks, as the market remains focused on high-performing segments [7][30]

Core Viewpoint - The company, Lian Micro (605358.SH), is actively expanding its production capacity in the compound semiconductor RF and optoelectronic chip sector, with two production bases located in Hangzhou and Haining [1] Group 1: Production Capacity - The Hangzhou base has an annual production capacity of 90,000 wafers [1] - The Haining base is planned to have an annual production capacity of 360,000 wafers, with 60,000 wafers already built [1] - The fully operational capacity of 150,000 wafers can generate an output value of approximately 1 billion yuan [1] Group 2: Market Dynamics - The pricing of the company's 6-8 inch silicon wafer products is influenced by market supply and demand factors [1] - The company closely monitors market conditions to determine product pricing [1] - The 12-inch product line is currently experiencing rapid capacity ramp-up [1]

Core Viewpoint - The company, Lian Micro, is actively expanding its production capacity in the compound semiconductor RF and optoelectronic chip sectors, with two main production bases located in Hangzhou and Haining [1] Group 1: Production Capacity - The Hangzhou base has an annual production capacity of 90,000 wafers [1] - The Haining base is planned to have an annual production capacity of 360,000 wafers, with 60,000 wafers already built [1] - The fully operational capacity of 150,000 wafers can generate an output value of approximately 1 billion yuan [1] Group 2: Market Dynamics - The pricing of the company's 6-8 inch silicon wafer products is influenced by market supply and demand factors [1] - The company closely monitors market conditions to determine product pricing [1] - The company is rapidly ramping up the production capacity of its 12-inch products [1]

Core Insights - The company is rapidly ramping up production capacity for its 12-inch products [1] - The company operates two production bases for compound semiconductor RF and optoelectronic chips: Hangzhou Dongxin and Haining Dongxin [1] - The annual production capacity of the Hangzhou base is 90,000 wafers, while the Haining base has a planned capacity of 360,000 wafers, with 60,000 wafers already built [1] - The fully operational capacity of 150,000 wafers can generate an output value of approximately 1 billion yuan [1] - The pricing of the company's 6-8 inch silicon wafer products is influenced by market supply and demand, which the company closely monitors [1]

Core Insights - A total of 41 stocks reached the daily limit up, with 10 stocks achieving consecutive limit ups, indicating strong market performance [1] - The overall limit-up rate for stocks, excluding ST and delisted stocks, was 68% [1] Company Highlights - Huasoft Technology achieved a limit up for the fifth consecutive day, showcasing significant investor interest [1] - Lianmei Holdings, a stock related to the Moer Thread concept, reached a limit up for four consecutive days, indicating strong momentum [1] - Seven Wolves, another notable stock, achieved a limit up for two consecutive days, reflecting positive market sentiment [1] - Lianwei Microelectronics, part of the silicon wafer sector, reached a limit up for three consecutive days, highlighting growth in this industry [1] - TCL Zhonghuan, also in the silicon wafer sector, achieved a limit up for two consecutive days, further emphasizing the sector's strength [1] - Weiyuan New Materials, associated with the intelligent robot concept, reached a 20% limit up for two consecutive days, indicating robust demand in this niche market [1]