金融界消息 截至2025年8月11日收盘，纳芯微（688052）报收于172.2元，上涨0.09%，换手率1.06%， 成交量1.52万手，成交金额2.63亿元。 天眼查商业履历信息显示，苏州纳芯微电子股份有限公司，成立于2013年，位于苏州市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本14252.8433万人民币，实缴资本600万人民币。公司 法定代表人为王升杨。 通过天眼查大数据分析，苏州纳芯微电子股份有限公司共对外投资了11家企业，参与招投标项目51次， 知识产权方面有商标信息35条，专利信息243条，此外企业还拥有行政许可16个。 来源：金融界 资金流向方面，今日主力资金净流出1414.59万元，占比成交额5.38%。其中，超大单净流出133.21万 元、占成交额0.51%，大单净流出1281.38万元、占成交额4.87%，中单净流出流出1377.35万元、占成交 额5.24%，小单净流入2791.95万元、占成交额10.61%。 纳芯微最新一期业绩显示，截至2025一季报，公司营业总收入7.17亿元、同比增长97.82%，归属净利润 5133.83万元，同比增长65.78%，扣非净利 ...

Core Viewpoint - Naxin Micro has emerged as a significant player in the sensor market, breaking the long-standing monopoly of overseas giants and establishing a new milestone for Chinese chip companies through its excellence in isolation devices and sensor signal conditioning chips [1][2]. Development History - Naxin Micro was founded in 2013 and launched its first three-axis accelerometer signal conditioning chip in 2014, followed by a pressure sensor signal conditioning chip in 2015 and an automotive-grade pressure sensor chip in 2016, marking its entry into the automotive electronics market [2]. - By 2018, Naxin Micro's automotive pressure sensor chips achieved mass production, with over 100 million automotive chips shipped by the time of its IPO in April 2022 [2][3]. - The company has continuously innovated its sensor products from 2019 to 2021, including the launch of MEMS pressure sensors and the second-generation magnetic sensor conditioning chips [2][3]. Product Lines and Market Coverage - Naxin Micro has developed three main product lines: pressure sensors, magnetic sensors, and temperature and humidity sensors, with over a thousand product variants [5][6]. - The pressure sensor product line covers 80% of the market, while magnetic and temperature/humidity sensors achieve full category market coverage, catering to diverse application scenarios [5][6]. Technological Advancements - Naxin Micro focuses on high-precision, high-performance sensor chips rather than traditional sensor module manufacturing, allowing it to leverage its semiconductor technology advantages [4][5]. - The company has achieved several "domestic firsts" in sensor development, including the first domestic small-sized integrated magnetic current sensor and the first functional safety ASIL B (D) AMR wheel speed sensor [6][7]. Strategic Collaborations and Acquisitions - Naxin Micro has formed a strategic partnership with Continental Group to co-develop automotive-grade pressure sensor chips, enhancing reliability and precision for automotive safety applications [7][8]. - The acquisition of Maguan, a company specializing in magnetic sensors, has expanded Naxin Micro's product offerings and positioned it as the only domestic company with a comprehensive range of magnetic sensor products [9]. Future Outlook - Naxin Micro aims to enhance its competitiveness in the sensor market through increased self-research efforts and product line expansion to meet diverse market demands [8][9]. - The company is well-positioned to leverage the rapid growth of the new energy vehicle and industrial sectors, providing critical technology support with its high-precision and reliable sensor chips [5][11].

Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Insights - TI is expected to initiate a new round of price increases in August, focusing on industrial control, automotive, and computing-related chip products, which may signal a turning point for the domestic analog sector as demand continues to recover [1][2][4] - The price increase by TI is anticipated to end the price war in the analog industry, allowing domestic analog companies to accelerate their market share growth [2][3] - The price hikes are primarily driven by industrial control and automotive products, with over 40% of industrial control products seeing price increases, benefiting platform-type analog companies [3][4] Summary by Sections - **Price Increase Impact**: TI's price increase is expected to alleviate price pressure in the analog sector, opening up upward potential for domestic companies as demand remains strong [4] - **Key Companies**: Notable companies in the sector include: - Naxin Micro: Leader in automotive-grade analog chips - Sirepu: Leader in industrial control analog chips - Shengbang Co.: Leader in platform-type analog chips - Jiewate: Leader in computing analog chips [5] - **Market Dynamics**: The report indicates that the domestic analog companies have been under pressure due to TI's price competition, but the current price adjustments may lead to improved profitability and market positioning [3][4]

Group 1 - The core viewpoint of the news is that Silver诺医药 is set to launch its IPO on the Hong Kong Stock Exchange, focusing on its weight loss drug and raising approximately HKD 610 million for clinical trials and commercialization [1][2] - The company plans to issue 36.56 million shares at a price of HKD 18.68 per share, with 10% allocated for public offering in Hong Kong and the remainder for international investors [1] - The company has secured cornerstone investors, including Junsheng and Ginkgo Fund, with a total subscription amount of USD 10 million (approximately HKD 78.5 million) [1] Group 2 - Silver诺医药, founded in 2014, specializes in innovative therapies for diabetes and metabolic diseases, with its lead product,依苏帕格鲁肽α, approved for treating type 2 diabetes [2] - The company has not recorded any revenue for the years 2023 and 2024, with R&D expenses of approximately HKD 492 million and HKD 103 million, and losses of HKD 733 million and HKD 175 million respectively [2] - As of May 31, 2025, the company generated revenue of HKD 38.14 million from sales of 依苏帕格鲁肽α in China [2]

（文章来源：每日经济新闻） 每经AI快讯，8月8日，汽车芯片指数午后跌幅扩大至2.01%，成分股普跌，东芯股份跌5.52%、纳芯微 跌3.72%、富瀚微跌3.64%。 ...

Group 1 - The stock price of Naxin Micro (688052) closed at 180.01 yuan on August 1, 2025, with an increase of 4.43% and a turnover rate of 2.71% [1] - The trading volume was 38,600 lots, with a transaction amount of 690 million yuan [1] - The net outflow of main funds was 33.23 million yuan, accounting for 4.81% of the transaction amount, with small orders showing a net inflow of 85.05 million yuan, accounting for 12.32% [1] Group 2 - For the first quarter of 2025, Naxin Micro reported total operating revenue of 717 million yuan, a year-on-year increase of 97.82%, and a net profit attributable to shareholders of 51.34 million yuan, up 65.78% year-on-year [1] - The company's current ratio is 7.463, quick ratio is 5.985, and debt-to-asset ratio is 21.21% [1] Group 3 - Naxin Micro, established in 2013 and located in Suzhou, primarily engages in software and information technology services [2] - The company has invested in 11 enterprises, participated in 50 bidding projects, and holds 35 trademark registrations and 243 patents [2]

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

风险提示：市场有风险，投资需谨慎。 截至2025年7月29日收盘，纳芯微股价报174.00元，较前一交易日上涨9.80元，涨幅5.97%。当日成交额 为7.94亿元，换手率为3.20%。 纳芯微主营业务为半导体芯片设计，产品覆盖传感器、信号链、电源管理等领域。公司通过收购麦歌恩 进一步拓展磁传感器品类，实现相关技术领域的全面布局。 公司于7月27日宣布拟赴港上市计划，旨在增强全球车规级芯片市场的竞争力。此前公司于7月23日接待 了平安养老等多家机构调研，就业务协同及发展战略进行交流。 7月29日主力资金净流入1775.03万元，占流通市值比例为0.07%。 本文源自：金融界 作者：A股君 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Southern Science and Technology Chip ETF (588890), which saw a nearly 2% increase during early trading on July 29, 2025, with a turnover of 5.5% and a transaction volume of 32.32 million yuan [1] - The underlying index, the Shanghai Science and Technology Chip Index (000685), rose by 1.57%, with significant gains in constituent stocks such as Dongxin Co., Ltd. (688110) up 20.01%, Fudan Microelectronics (688385) up 9.26%, and Naxin Microelectronics (688052) up 7.92% [1] - Over the past year, the Southern Science and Technology Chip ETF (588890) has seen an increase in scale by 534 million yuan, with a notable growth of 3 million shares in the last two weeks [1] Group 2 - On July 28, the Shanghai Municipal Economic and Information Commission released measures to further expand the application of artificial intelligence, emphasizing support for key technological innovations in areas such as intelligent chips and brain-computer interfaces, with funding support of up to 50% for strategic projects [2] - According to China International Capital Corporation (CICC), the semiconductor industry is experiencing high demand, with rapid growth in the shipment of existing applications and the emergence of new applications, benefiting leading companies through operational leverage and rising net profit margins [2] - The Southern Science and Technology Chip ETF (588890) closely tracks the Shanghai Science and Technology Chip Index, which includes companies involved in semiconductor materials, chip design, manufacturing, packaging, and testing, reflecting the overall performance of representative chip industry listed companies [3]

Market Overview - The Shanghai Composite Index closed at 3595.19 points, slightly down by 0.08%, and remains above the six-month moving average [1] - The total trading volume of A-shares reached 1,145.862 billion yuan [1] Stocks Performance - A total of 44 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Hexin Instrument (17.10%) - Dekeli (16.12%) - Lais Information (7.54%) [1] - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Junda Co., Ltd. - Taihe Intelligent - Aikodi [1] Notable Stocks - Hexin Instrument (688622) saw a price increase of 20.00% with a turnover rate of 3.28% [1] - Dekeli (688205) increased by 17.49% with a turnover rate of 23.70% [1] - Lais Information (688631) rose by 7.96% with a turnover rate of 7.58% [1] - Other notable stocks include: - Xinganjiang (873167) up by 13.11% - Anpeilong (301413) up by 10.81% [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Haiziwang (301078) up by 4.48% - Naxinwei (688052) up by 7.92% - Tianzhun Technology (688003) up by 4.52% [1]