算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | NEXPERIA | BUK9K17-60EX | 22+ | 100-200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | TI | ISO1500DBQR | 待确认 | 30000 | | ON | SBAV199LT1G | 2428 | 3000 | | 东芝 | TD62003AFG | 23+ | 80000 | | ESMT(晶豪) | M15T1G1664A | 20 ...

智通财经APP获悉，香港联交所最新资料显示，12月12日，China International Capital Corporation Limited增持纳芯微(02676)23.96万股，每股作价112.5439港元，总金额约为2696.55万港元。增持后最新 持股数目约为333.57万股，最新持股比例为17.49%。 ...

香港联交所最新资料显示，12月12日，China International Capital Corporation Limited增持纳芯微 (02676)23.96万股，每股作价112.5439港元，总金额约为2696.55万港元。增持后最新持股数目约为 333.57万股，最新持股比例为17.49%。 ...

纳芯微首次公开发行股票的发行费用总额为2.30亿元(不含增值税)，其中，保荐及承销费2.03亿元。 中国经济网北京12月16日讯纳芯微(688052.SH)今日股价下跌，收报148.16元，跌幅2.54%。 纳芯微于2022年4月22日在上交所科创板上市，公开发行股票2526.60万股，发行价格为230.00元/股，保 荐机构(主承销商)为光大证券，保荐代表人为佀化昌、姜涛。该股目前处于破发状态。 纳芯微首次公开发行股票募集资金总额为58.11亿元，募集资金净额为55.81亿元。纳芯微实际募资净额 比原拟募资多48.31亿元。纳芯微于2022年4月18日披露的招股说明书显示，该公司原拟募资7.50亿元， 拟分别用于信号链芯片开发及系统应用项目、研发中心建设项目、补充流动资金项目。 纳芯微2023年5月24日披露2022年年度权益分派实施公告，本次利润分配及转增股本以方案实施前的公 司总股本101,064,000股为基数，每股派发现金红利0.8元(含税)，以资本公积金向全体股东每股转增0.4 股，共计派发现金红利80,851,200元，转增40,425,600股，本次分配后总股本为141,489,600股。 ...

Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1]. Core Insights - The SW electronic industry index increased by 2.63%, ranking 3rd out of 31 sectors, while the CSI 300 index decreased by 0.08% [2]. - The U.S. government has allowed NVIDIA to export the H200 AI chip to China, but more advanced chips like Blackwell and Rubin are not included in this approval [5][10]. - The H200 chip, based on the Hopper architecture, features 141GB of HBM3e memory and a memory bandwidth of 4.8TB/s, outperforming the A100 and mainstream domestic AI chips [10][12]. - Domestic companies like Huawei and Cambrian have launched their own AI chips, but they still lag significantly behind the H200 in terms of core computing power [12][15]. - The successful IPO of Moer Technology on December 5, 2025, highlights the growth potential in the domestic GPU market, with a revenue increase of 253.65% year-on-year [16][19]. Summary by Sections Section 1: U.S. Export Control Information - The U.S. BIS has implemented export controls limiting China's access to advanced chips, leading NVIDIA to adjust its chip offerings to comply with these regulations [6][8]. Section 2: Global Industry Dynamics - AMD launched the EPYC Embedded 2005 series processors, designed for embedded environments, showcasing significant performance improvements over competitors [21][22]. - Naxin Micro officially listed on the Hong Kong Stock Exchange, focusing on high-performance analog and mixed-signal chips [23]. - Sanan Optoelectronics has begun small-scale shipments of its 800G optical chips, indicating advancements in optical communication technology [24][25]. - North China Innovation has acquired a 90% stake in Chengdu Guotai Vacuum, enhancing its capabilities in precision optical coating equipment [26]. Section 3: Market Performance Review - The SW electronic industry index's performance reflects a positive trend, with significant gains in integrated circuit manufacturing and printed circuit boards [31][34].

香港联交所最新资料显示，12月10日，China International Capital Corporation Limited增持纳芯微 (02676)10.52万股，每股作价115.737港元，总金额约为1217.55万港元。增持后最新持股数目约为294.33 万股，最新持股比例为15.43%。 ...

智通财经APP获悉，香港联交所最新资料显示，12月10日，China International Capital Corporation Limited增持纳芯微(02676)10.52万股，每股作价115.737港元，总金额约为1217.55万港元。增持后最新 持股数目约为294.33万股，最新持股比例为15.43%。 ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Luxshare Precision, Haiguang Information, Zhongke Shuguang, Jereh, and Huichuan Technology [11] - In the last five days, the most popular companies for institutional research were Haiguang Information, Zhongke Shuguang, Weichuang Electric, Superjet, and Shenghong Technology [11] - Among the top twenty companies in the past 30 days, 13 companies had 10 or more rating agencies involved [11] Group 2: Major Shareholder Increase in A-Share Companies - From December 8 to December 12, 2025, two A-share companies announced significant shareholder increases, with Inpai Si planning to increase its holdings by an amount that represents more than 1% of the market value on the announcement date [18] - From January 1 to December 12, 2025, a total of 307 companies announced shareholder increases, with 77 of them having 10 or more rating agencies involved [19] Group 3: A-Share Company Buyback Situation - Between December 8 and December 12, 2025, 50 companies announced buyback progress, with 13 having 10 or more rating agencies involved [22] - Four companies are recommended for attention based on their buyback amounts exceeding 1% of their market value on the announcement date, including Naxin Micro, Midea Group, SF Holding, and China Merchants Jinling [22] - From January 1 to December 12, 2025, a total of 1,830 companies announced buyback progress, with 356 having 10 or more rating agencies involved [24]

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 22,000 users and offers rapid inventory clearance, claiming transactions can be completed in as little as half a day [9] Group 1: Inventory Management - The company faces significant costs related to excess inventory, estimating a loss of at least 30,000 yuan after six months due to storage fees and capital costs [1] - There is a need for effective promotion strategies for unsold materials, as the company struggles to find buyers and achieve favorable prices [1] Group 2: Inventory Offerings - The article lists various semiconductor components available for sale, including brands like Nexperia, TI, and ON, with quantities ranging from 15 to 87,500 units [4][5] - The total inventory includes over 5 million chips across more than 1,000 models, with a total value exceeding 100 million yuan [8] Group 3: Service Features - "Chip Superman" provides a platform for users to buy and sell excess inventory, emphasizing quick transaction times and discounts to clear stock [9] - The company operates a 1,600 square meter smart storage facility in Shenzhen, equipped with a dedicated laboratory for quality control [8]

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It emphasizes the services provided by Chip Superman, which has successfully served 22,000 users and offers rapid inventory clearance solutions [8][9] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 over six months [1] - The article suggests that companies struggling to sell their materials can utilize Chip Superman's services for better pricing and faster transactions [10] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, with over 5,000 million chips across 1,000+ models and 100 brands, valued at over 100 million [7] - The article lists various semiconductor components available for sale, including specific models from brands like Nexperia, TI, and ST, with quantities ranging from thousands to hundreds of thousands [4][5] Group 3: Purchase Requests - The article includes a section for companies looking to purchase specific semiconductor components, indicating a demand for various models from brands like ST, Broadcom, and Micron [6] Group 4: Service Efficiency - Chip Superman claims to complete transactions in as little as half a day, showcasing its efficiency in clearing inventory [9]