科创芯片ETF（588200）业绩比较基准为上证科创板芯片指数收益率，管理人为嘉实基金管理有限公 司，基金经理为田光远，成立（2022-09-30）以来回报为157.22%，近一个月回报为4.60%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月6日，科创芯片ETF（588200）开盘跌1.60%，报2.525元。科创芯片ETF（588200）重仓股方面，中 芯国际开盘跌1.48%，海光信息跌1.00%，寒武纪跌1.49%，澜起科技跌1.87%，中微公司跌1.23%，拓荆 科技跌0.37%，芯原股份跌3.69%，华虹公司跌1.90%，沪硅产业涨0.00%，东芯股份跌1.37%。 来源：新浪基金∞工作室 ...

来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 科创芯片ETF南方（588890）业绩比较基准为上证科创板芯片指数收益率，管理人为南方基金管理股份 有限公司，基金经理为李佳亮，成立（2024-04-15）以来回报为192.73%，近一个月回报为11.24%。 2月5日，科创芯片ETF南方（588890）开盘跌1.13%，报2.892元。科创芯片ETF南方（588890）重仓股 方面，中芯国际开盘跌1.61%，海光信息跌2.11%，寒武纪跌1.68%，澜起科技跌5.28%，中微公司跌 2.64%，拓荆科技跌3.47%，芯原股份跌4.04%，华虹公司跌2.18%，沪硅产业跌1.28%，东芯股份跌 1.99%。 ...

国家/地区 中国 行业 电子行业 报告发布日期 2026 年 02 月 03 日 看好（维持） 电子行业 行业研究 | 动态跟踪 AI 算力需求拉动，存储紧缺持续 核心观点 投资建议与投资标的 ⚫ AI 算力需求拉动，存储紧缺持续。相关标的：国内存储芯片设计厂商兆易创新、普 冉股份、聚辰股份、东芯股份、北京君正、恒烁股份等；国产存储模组厂商江波 龙、德明利、佰维存储等；受益存储技术迭代的澜起科技、联芸科技、翱捷科技 等；半导体设备企业中微公司、精智达、京仪装备、微导纳米、拓荆科技、北方华 创等；国内封测企业深科技、汇成股份、通富微电等；配套逻辑芯片厂商晶合集成 等。 风险提示 AI 落地不及预期，技术迭代速度不及预期，国产化进展不及预期 | 薛宏伟 | 执业证书编号：S0860524110001 | | --- | --- | | | xuehongwei@orientsec.com.cn | | | 021-63326320 | | 蒯剑 | 执业证书编号：S0860514050005 | | | 香港证监会牌照：BPT856 | | | kuaijian@orientsec.com.cn | | | 02 ...

2月3日，科创芯片ETF博时（588990）开盘涨0.81%，报2.749元。科创芯片ETF博时（588990）重仓股 方面，中芯国际开盘涨1.39%，海光信息涨1.94%，寒武纪涨1.05%，中微公司涨2.41%，澜起科技涨 3.86%，拓荆科技涨2.02%，芯原股份涨2.96%，华虹公司涨2.80%，沪硅产业涨1.36%，东芯股份涨 2.45%。 科创芯片ETF博时（588990）业绩比较基准为上证科创板芯片指数收益率，管理人为博时基金管理有限 公司，基金经理为李庆阳，成立（2024-08-08）以来回报为172.45%，近一个月回报为12.11%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 ...

证券日报网讯1月30日，东芯股份在互动平台回答投资者提问时表示，公司研发的DRAM产品主要包括 DDR3(L)以及LPDDR1/2/4X。其中，DDR3(L)系列凭借高带宽、低延时等特点，主要应用于通讯设备、 移动终端等领域；LPDDR系列则以其低功耗和高传输速度的优势，适用于对功耗敏感的智能终端、可 穿戴设备等产品。对于DDR5等更前沿的内存技术，公司会持续保持对行业技术趋势的密切关注与必要 的研究跟踪。 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry [5] Core Insights - The ongoing shortage of niche storage is expected to continue, with AI demand opening up incremental growth opportunities [2][8] - AI demand is anticipated to drive the need for niche storage, particularly in applications such as automotive, industrial, and security [7] - Domestic manufacturers are positioned competitively in the niche storage market and are likely to benefit from the supply constraints caused by international suppliers exiting this segment [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengshuo [3][8] - Other relevant companies include domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage, as well as semiconductor equipment firms such as Zhongwei, Jingzhida, and Beifang Huachuang [3][8] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [3][8] Market Dynamics - The supply of niche storage products is being significantly reduced as major international suppliers focus on mainstream storage products, leading to a substantial contraction in supply [7] - For instance, the global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to supply shrinkage, which is expected to drive prices significantly higher [7] - Domestic firms are gaining market share in niche storage, with Zhaoyi Innovation holding approximately 18.5% of the NOR Flash market in 2024, ranking second globally [7]

12 月工业利润同比大幅回升 4.9%（11 月为 – 13.0%），但工业收入同比下降 5.7%（11 月为 – 0.4%）。 上证指数（SHCOMP）：+0.03% 上证 50（SSE 50）：+0.75% 沪深 300（CSI 300）：+0.30% 科创 50（STAR50）：+0.57% 创业板指（ChiNext）：+0.44% 中证 500（CSI 500）：-0.67% 全市场成交额：1.89 万亿元人民币 较前一交易日（DoD）： 上证指数（SHCOMP）：+0.03% 上证 50（SSE 50）：+0.75% 沪深 300（CSI 300）：+0.30% 科创 50（STAR50）：+0.57% 创业板指（ChiNext）：+0.44% 中证 500（CSI 500）：-0.67% 全市场成交额：1.89 万亿元人民币 较前一交易日（DoD）： 高盛研究团队指出：，因其波动程度超出了 12 月工业生产和 PPI 通胀所反映的宏观基本面水平。 A 股早盘小幅走弱，但在 AI 硬件板块的带动下走出。 昨日权重股出现大额抛售后，今日大盘股并未如以往般回落，贵金属与金融板块延续昨日涨势，显现出大盘 ...

1月27日，沪指涨0.18%，深成指涨0.09%，创业板指涨0.71%。全市场成交额2.92万亿元，较前一交易日缩量3592亿元， 超3400股下跌。贵金属、培育钻石、光伏设备、保险、CPO等板块涨幅靠前。 龙虎榜单日净买入额前三为平潭发展、东芯股份、华天科技，分别为9.31亿元、7.82亿元、6.14亿元。 龙虎榜单日净卖出额前三为中国铀业、东方日升、红宝丽，分别为4.38亿元、3.94亿元、2.52亿元。 龙虎榜中涉及机构专用席位的个股中，单日净买入额前三为宏景科技、协鑫集成、晓程科技，分别为2.31亿元、2.18亿 元、1.42亿元。 龙虎榜中涉及机构专用席位的个股中，单日净卖出额前三为中国铀业、拉普拉斯、天奇股份，分别为3.40亿元、2.45亿 元、1.89亿元。 个股方面，贵金属板块白银有色6连板、四川黄金9天5板、招金黄金7天4板、湖南黄金2连板，太空光伏概念股拓日新能 10天5板，AI应用端的天地在线7天4板。 下面我们来看下今日龙虎榜情况： 部分榜单个股题材： 平潭发展(福建自贸区+林木主业+菌草纤维板) 1、据2025年4月25日年度报告，公司注册地位于平潭综合实验区，国务院批准的《平潭综合 ...

Core Viewpoint - The A-share market shows a significant loss effect, with over 4,400 stocks in the red during early trading, but major indices managed to close slightly higher due to the support from heavyweight stocks [1][14]. Market Performance - A total of 3,454 stocks closed lower, while the Shanghai Composite Index rose by 0.18% to 4,139.9 points, and the ChiNext Index increased by 0.71% to 3,342.6 points [5][12]. - The market's trading volume decreased by 359.3 billion yuan compared to the previous trading day, totaling 2.92 trillion yuan [5][12]. - Margin trading balance in the Shanghai and Shenzhen markets increased to 2.73 trillion yuan as of January 26 [5]. Sector Performance - The semiconductor, communication equipment, and aerospace sectors saw significant activity, with storage chips, optical communication modules, and automotive chips each rising over 3% [6][11]. - The coal and agriculture sectors experienced declines, with coal dropping over 2% [6][12]. - Notable gainers included electronic stocks, with several companies reaching their daily limit up, such as Dongxin Co. and Shengke Communication, both up by 20% [8][10]. Investment Sentiment - The market reflects a strong divergence, with heavyweight stocks supporting the index while small-cap stocks face significant outflows [14][19]. - Investors are advised to focus on sectors benefiting from "anti-involution" policies and to monitor changes in policy and capital flow closely [4][16]. - The current market environment is characterized by a cautious sentiment, with many investors adopting a wait-and-see approach ahead of the Spring Festival [4][14]. Recommendations - Investment strategies should prioritize sectors with strong earnings visibility, such as industrial resources and technology stocks with solid order support [17][18]. - It is recommended to avoid high-valuation stocks without fundamental support and to consider defensive positions in the current market volatility [18][19].

Market Overview - The A-share market showed a significant loss effect, with over 4,400 stocks in the red during the morning session, but major indices managed to close slightly higher due to the support from heavyweight stocks [1][12] - The market's trading volume decreased by 359.3 billion yuan compared to the previous trading day, indicating a cautious sentiment among investors ahead of the Spring Festival [4][12] Sector Performance - Semiconductor, communication equipment, and aerospace sectors were notably active, with storage chips and automotive chips seeing gains of over 3% [5][10] - The coal and agriculture sectors experienced the largest declines, with coal stocks dropping over 2% [5][11] Stock Highlights - Several electronic stocks hit the daily limit, including Dongxin Co. and Shengke Communication, both rising by 20% [7][9] - In the defense sector, stocks like Triangle Defense and Aviation Power saw significant increases, with Triangle Defense rising over 11% [10][11] Investment Sentiment - Investors are advised to focus on sectors benefiting from "anti-involution" policies and to monitor changes in policy and capital flow, while avoiding stocks driven solely by speculative themes [3][12] - The market is expected to maintain a volatile pattern in the short term, with the Shanghai Composite Index likely to fluctuate between 4,050 and 4,200 points [15][16]