本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

A股早盘芯片股延续强势，存储方向领涨，东芯股份涨超10%，普冉股份、杭州柯林、兆易创新、北京 君正等涨幅靠前。 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 7月29日，半导体芯片股震荡走强，截至9时44分，东芯股份涨超15%，赛微电 子、复旦微电、新恒汇等涨超4%。 ...

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。 7月29日东芯股份(688110)收盘价46.00元，收盘涨停，全天换手率11.46%，振幅16.16%，成交额22.06亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.10亿元， 其中，买入成交额为4.54亿 元，卖出成交额为2.56亿元，合计净买入1.97亿元。具体来看，今日上榜的前五大买入营业部中，沪股 通为第二大买入营业部，买入金额为9023.61万元，营业部合计买入3.63亿元。卖出营业部中，卖出金额 居首的是申万宏源证券有限公司福州古田路证券营业部，卖出金额为6140.69万元。买卖金额相抵，沪 股通今日净买入该股9023.61万元。 资金流向方面，该股今日全天主力资金净流入4197.50万元。（数据宝） 东芯股份7月29日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 广发证券股份有限公司深圳深南东路证券营业部 | 14623.22 | | 沪股通专用 | 9023.61 | | 国泰海通 ...

Group 1 - The core viewpoint of the news is that Dongxin Semiconductor Co., Ltd. has shown significant stock performance with a 20.01% increase in share price, reaching 46.0 yuan as of July 29, 2025 [1] - The company reported a total operating revenue of 142 million yuan for Q1 2025, reflecting a year-on-year growth of 33.90%, while the net profit attributable to shareholders decreased by 33.11% to 59.24 million yuan [1] - The company has a low asset-liability ratio of 3.68%, indicating strong financial health [1] Group 2 - Dongxin Semiconductor has made investments in 4 external companies and participated in 3 bidding projects [2] - The company holds 9 trademark registrations and 61 patents, showcasing its focus on intellectual property [2] - Additionally, Dongxin Semiconductor has obtained 14 administrative licenses, indicating compliance with regulatory requirements [2]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.45%, closing at 1070.45 points, with a total trading volume of 4.624 billion shares and a turnover of 169.307 billion yuan, resulting in an average turnover rate of 2.55% [1] - Among the tradable stocks on the STAR Market, 413 stocks closed higher, with 11 stocks rising over 10%, including Dongxin Co., Fangbang Co., and Hexin Instruments, which hit the daily limit [1] - The turnover rate distribution shows that 3 stocks had a turnover rate exceeding 20%, 23 stocks between 10% and 20%, 82 stocks between 5% and 10%, 141 stocks between 3% and 5%, 280 stocks between 1% and 3%, and 60 stocks with a turnover rate below 1% [1] High Turnover Stocks - The stock with the highest turnover rate was Dekeli, which closed up 15.66% with a turnover rate of 26.69% and a trading volume of 1.486 billion yuan [1] - Tiancheng Technology followed with a 12.32% increase and a turnover rate of 24.20%, with a trading volume of 666 million yuan [1] - Other notable stocks with high turnover rates include Yingstone Innovation, Jinchengzi, and Xinyuren, with turnover rates of 21.21%, 19.87%, and 18.37% respectively [1] Sector Analysis - Among stocks with a turnover rate exceeding 5%, 89 stocks rose today, with the highest increases from Dongxin Co. (20.01%), Fangbang Co. (20.00%), and Nanxin Pharmaceutical (17.01%) [2] - The electronics sector had the most stocks with high turnover rates, totaling 31, followed by the pharmaceutical and biotechnology sectors with 29 stocks, and the computer sector with 13 stocks [2] Fund Flow - In terms of fund flow, 57 stocks with high turnover rates saw net inflows from main funds, with significant inflows into Chengdu Xiandai, Shijia Photon, and Yingstone Innovation, amounting to 157 million yuan, 134 million yuan, and 122 million yuan respectively [2] - Conversely, stocks with the largest net outflows included Shangwei New Materials, Huafeng Technology, and Fudan Microelectronics, with outflows of 214 million yuan, 179 million yuan, and 126 million yuan respectively [2] Leverage Fund Movements - A total of 68 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Tiejian Heavy Industry, Shangwei New Materials, and Electric Wind Power, which increased by 450 million yuan, 286 million yuan, and 196 million yuan respectively [2] - Stocks with the largest decreases in financing balances included Huicheng Co., Fudan Microelectronics, and Youfang Technology, with reductions of 81.6152 million yuan, 80.2691 million yuan, and 75.8646 million yuan respectively [2]

从资金流向上来看，当日半导体板块主力资金净流入8.37亿元，游资资金净流出7.08亿元，散户资金净 流出1.29亿元。半导体板块个股资金流向见下表： 证券之星消息，7月29日半导体板块较上一交易日上涨1.8%，东芯股份领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688110 | 东心股份 | 46.00 | 20.01% | 50.70万 | 22.06亿 | | 688385 | 复旦微电 | 53.19 | 9.90% | 32.29万 | 16.73 Z | | 300456 | 赛微电子 | 19.42 | 7.95% | 90.16万 | 17.64亿 | | 688261 | 东微半导 | 54.10 | 7.55% | 10.01万 | 5.24亿 | | 688498 | 源杰科技 | 219.82 | 7.12% | 3.94万 | 8.59 ...

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]

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.64% during trading, with a transaction volume of 1.545 billion yuan [3] - As of July 28, the average daily transaction volume of the Sci-Tech Chip ETF over the past week is 2.67 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 32.8 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's shares increased by 20.4 million over the past week, achieving significant growth and ranking first among comparable funds [3] - The latest net inflow of funds into the Sci-Tech Chip ETF is 653 million yuan [3] Group 2: Performance Metrics - As of July 28, the net value of the Sci-Tech Chip ETF has increased by 67.13% over the past year, ranking first among comparable funds and placing it in the top 5.55% of index stock funds [3] - The highest monthly return since the ETF's inception is 25.18%, with the longest consecutive monthly increase being 4 months and the longest increase percentage being 36.01% [3] - The average return during the months of increase is 8.40% [3] Group 3: Semiconductor Industry Insights - According to SEMI, global semiconductor equipment sales are projected to reach a record 125.5 billion USD in 2025, with a year-on-year growth of 7.4%, and expected to reach 138.1 billion USD in 2026, marking three consecutive years of growth [4] - Domestic semiconductor equipment localization is progressing rapidly in etching and thin film deposition, with a localization rate exceeding 20% [4] - AI-driven growth combined with domestic localization is expected to lead to rapid expansion in domestic wafer and storage factories [4] Group 4: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] - The individual weightings of these stocks range from 10.22% for SMIC to 2.39% for Huahai Qingke [6] Group 5: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

特此公告。 证券代码：688110 证券简称：东芯股份 公告编号：2025-035 东芯半导体股份有限公司 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、准确性和完整性依法承担法律责任。 东芯半导体股份有限公司（以下简称"公司"）于近日收到国泰海通证券股 份有限公司（以下简称"国泰海通"）出具的《关于更换东芯半导体股份有限公 司持续督导保荐代表人的函》。作为公司首次公开发行并在科创板上市的保荐机 构，国泰海通原指定张坤先生、陈城先生为公司首次公开发行并在科创板上市项 目保荐代表人，负责保荐工作及持续督导工作，持续督导期至2024年12月31日止， 因公司募集资金尚未使用完毕，国泰海通对此未尽事项继续履行持续督导义务。 由于原保荐代表人张坤先生因个人工作变动，无法继续从事对公司的持续督 导工作，国泰海通现委派保荐代表人程韬先生接替张坤先生继续履行持续督导工 作。本次保荐代表人变更后，公司首次公开发行并在科创板上市项目持续督导保 荐代表人为陈城先生、程韬先生，持续督导期限至中国证券监督管理委员会和上 海证券交易所规定的持续督导义务结束为止。 公司董事会对保荐 ...