聚辰半导体股份有限公司（以下简称"公司"）第三届董事会第七次会议于 2025 年 9 月 19 日审议通过了《聚辰股份 2025 年限制性股票激励计划（草案）》， 公司董事会薪酬与考核委员会（以下简称"薪酬委员会"）发表了明确同意意见。 根据中国证监会《上市公司股权激励管理办法》以及《聚辰股份 2025 年限制性 股票激励计划（草案）》的有关规定，公司于 2025 年 9 月 20 日至 2025 年 10 月 8 日期间在企业内部书面公示了拟激励对象的姓名和职务，薪酬委员会结合公示 情况对 2025 年限制性股票激励计划（以下简称"本次激励计划"）首次授予部分 激励对象名单进行了审核，具体如下： 一、公示情况 1、公司于 2025 年 9 月 20 日通过上海证券交易所网站（www.sse.com.cn） 披露了《聚辰股份 2025 年限制性股票激励计划（草案）》、《聚辰股份 2025 年限 制性股票激励计划实施考核管理办法》以及《聚辰股份 2025 年限制性股票激励 计划首次授予部分激励对象名单》。 2、公司于 2025 年 9 月 20 日至 2025 年 10 月 8 日期间在企业内部书面公示 了本次 ...

智通财经10月7日讯（编辑 若宇）据Choice数据统计，沪深京三市9月（9.1-9.30）共有2027家上市公司接受机构调研。具体来看，接待机构调研次数最多的 上市公司是大族激光达14次；汇川技术位列第二，接待次数为10次；中控技术、威力传动和冰轮环境紧随其后，接待次数为9次。具体详见下图： 大族数控同样具备PCB概念，公司自4月低点迄今股价累计最大涨幅达289.68%。大族数控9月30日披露投资者关系活动记录表，公司业务模式创新发展，通 过布局PCB生产关键工序及多品类产品为客户提供一站式解决方案，实现了应用场景、技术、供应链、设备与材料、产品、工序、客户的多维协同，并创造 性地发挥协同优势，放大客户、供应链及产业链伙伴、公司整体价值，不断提升公司产品的技术能力和客户服务能力，助力下游客户提升综合竞争力，更好 的满足不断演进的PCB先进制造需求。 芯片股聚辰股份自8月低点迄今股价累计最大涨幅达132.26%。聚辰股份9月29日发布投资者关系活动记录表，在内存模组配套芯片领域，公司拥有近二十年 的量产经验。自DDR2世代起即研发并销售配套DDR内存模组的SPD芯片，凭借长期的技术积累、对行业标准的理解以及多 ...

Core Viewpoint - The global memory chip market is experiencing a new wave of price surges driven by supply-demand imbalance, technological advancements, and geopolitical factors, leading to a "super cycle" of rising volume and prices in the industry [1][3]. Group 1: Market Performance - On September 30, the A-share memory chip sector saw significant price increases, with stocks like Jiangbolong rising over 18% to reach a historical high, and several other companies also experiencing gains exceeding 10% [1]. - Major semiconductor stocks in the U.S. also surged, with SanDisk up nearly 17%, Western Digital rising over 9%, and Micron Technology increasing by more than 4% [3]. Group 2: Price Dynamics - The first round of price increases in the storage market began in April 2025, initiated by SanDisk's price hike announcement, followed by a second round in September where SanDisk announced a price increase of over 10% for all products [3]. - Micron Technology also notified channel partners of a price increase of 20%-30% for its storage products, indicating a strong price-driven market [3]. Group 3: Industry Outlook - Analysts believe that the memory chip sector is a core area within the technology sector, with both short-term price elasticity and long-term domestic substitution potential [3]. - According to a report from CITIC Securities, the positive outlook for the memory market is expected to continue at least until the second quarter of 2026, driven by increased capital expenditure from North American CSPs and rising HDD demand [5].

Investment Rating - The industry investment rating is "Positive" [3] Core Views - The semiconductor industry is experiencing strong demand, driven by the ongoing domestic substitution and the global AI wave, which is pushing high-end chip and related manufacturing demand to remain robust [24][28] - The storage chip sector is entering a new upcycle, with DRAM prices showing a strong upward trend due to high demand from AI servers, next-generation PCs, and data centers [26][27] - The "domestic substitution" has shifted from an optional strategy to a necessary one, creating a highly certain domestic market for equipment and materials companies, which can withstand global cyclical fluctuations [4][30] Summary by Sections Weekly Market Review - The market continued a weak oscillation pattern from September 22 to 26, with the Shanghai Composite Index rising by 0.21% to 3828.11 points, the Shenzhen Component Index rising by 1.06% to 13209.00 points, and the ChiNext Index rising by 1.96% to 3151.53 points [8][10] - The semiconductor equipment ETF surged nearly 8% on September 23, with significant gains in semiconductor stocks, including Changchuan Technology and Shengmei Shanghai, which rose over 10% [31] Industry Data Tracking - The consumer electronics sector may face slowing growth in mobile phone sales, while domestic demand remains stable due to policies like "national subsidies" [20] - The semiconductor industry is currently seeing robust demand, with domestic semiconductor equipment demand remaining strong [24] - The storage chip industry is entering a new upcycle, with DRAM prices reflecting strong demand for high-performance memory [26][27] Investment Recommendations - Focus on companies that achieve technological breakthroughs in key areas and have entered the mainstream chip manufacturing supply chain, as they are likely to be the foundation for China's semiconductor industry [30] - The TMT sector is expected to be a market leader due to its high growth potential and rich themes, especially in semiconductor and AI fields [5][30] Industry News and Important Announcements - Major positive developments in the semiconductor sector include a significant increase in chip concept stocks and a strategic partnership between Nvidia and OpenAI, with Nvidia planning to invest $100 billion [31][32] - Longchuan Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025, driven by strong market demand [34]

Core Insights - The article highlights the significant net inflow of main funds into specific stocks over a period of five days or more, indicating strong investor interest and potential growth opportunities in these companies [1][2] Group 1: Key Stocks with Net Inflows - Cambrian Biologics-U (688256) leads with a continuous net inflow for 30 days, totaling 4.192 billion CNY, with a price increase of 41.87% [1] - Huayou Cobalt (603799) follows with a net inflow of 1.829 billion CNY over five days, reflecting a 25.57% increase [1] - Zhongnan Media (601098) has seen a net inflow for eight days, amounting to 1.111 billion CNY, with a minimal price change of 0.16% [2] Group 2: Notable Inflow Metrics - The highest net inflow percentage relative to trading volume is observed in Hebang Biology (603077), with a 13.89% ratio and a price increase of 8.90% over five days [1] - The total net inflow for Cambrian Biologics-U over 30 days is 4.192 billion CNY, indicating strong market confidence [1] - Other notable stocks include Tianqi Lithium (002466) with a net inflow of 576 million CNY and a price increase of 11.09% [1]

Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 76.1 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising across the market [1] Storage Chip Sector - The storage chip sector experienced significant gains, with stocks like Jiangbolong (301308) rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market as module manufacturers ramp up inventory [3][4] - Adata announced it would stop quoting DDR4 prices and prioritize supply of DDR5 and NAND flash to major clients, while Phison has resumed some pricing with a 10% increase [3][4] AI and Semiconductor Sector - The AI sector saw a collective rise, with stocks like Dahong Technology hitting the daily limit up of 20%, and others like Kaipu Cloud and Tuolisi rising over 5% [4] - The launch of DeepSeek-V3.2-Exp has led to a significant reduction in service costs, with API prices dropping by over 50%, prompting several domestic chip manufacturers to adapt to the new model [5][6] - Analysts from Huaxin Securities noted that the domestic AI chip industry is entering a new era, with a complete industrial chain from advanced processes to model acceleration being established [6][7] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase for the day [11] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14 yuan from the previous day [13] - Analysts from Guohai Securities indicated that the long-term trend of gold prices is influenced by the strength of the US dollar and inflation expectations, with current conditions favoring gold due to potential stagflation [13]

江波龙涨超14%，德明利、聚辰股份、诚邦股份、深科技涨停，佰维存储、天山电子、普冉股份、兆易 创新、兴福电子跟涨。 ...

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

公司代码：688123 公司简称：聚辰股份 聚辰半导体股份有限公司 Giantec Semiconductor Corporation 中国（上海）自由贸易试验区张东路 1761 号 10 幢 2025 年第一次临时股东大会 会议资料 二〇二五年十月十三日 聚辰半导体股份有限公司 2025 年第一次临时股东大会 目 录 | 聚辰半导体股份有限公司 2025 年第一次临时股东大会会议议程 3 | | --- | | 聚辰半导体股份有限公司 2025 年第一次临时股东大会会议须知 4 | | 议案一：关于使用部分超募资金永久补充流动资金的议案 6 | | 议案二：关于续聘公司 年度外部审计机构的议案 2025 8 | | 议案三：聚辰半导体股份有限公司 2025 年限制性股票激励计划（草案） 13 | | 议案四：聚辰半导体股份有限公司 2025 年限制性股票激励计划实施考核管理办法 | | 14 | | 议案五：关于授权董事会办理 2025 年限制性股票激励计划有关事项的议案... 15 | | 议案六：关于变更公司注册资本、取消公司监事会暨修订《公司章程》及部分内部 | | 管理制度的议案 18 | 2 聚辰 ...

| 证券简称 | 周涨跌幅 | 证券简称 | 周淵跌幅 | | --- | --- | --- | --- | | 蓝丰生化 | 61.16% | 博瑞医药 | -38.36% | | 向日葵 | 57.86% | 香江控股 | -30.77% | | 聚辰股份 | 51.90% | 好太太 | -30.24% | | 长川科技 | 49.40% | 泰嘉士 | -27.82% | | 复洁环保 | 44.87% | ST创意 | -26.21% | | 上纬新材 | 44.81% | 吉视传媒 | -25.73% | | 品茗科技 | 44.01% | 金逸影视 | -23.88% | | 晶合集成 | 39.58% | 金浦钛业 | -23.15% | | 精艺股份 | 36.74% | 西藏旅游 | -22.93% | | 唯特偶 | 35.67% | 西域旅游 | -22.79% | （文章来源：第一财经） 数据显示，本周（9月22日至9月26日）共有21只个股涨幅超30%，7只个股涨超40%。 蓝丰生化本周涨幅居首，周涨幅达61.16%。向日葵、聚辰股份、长川科技周涨幅居前，分别为57.86%、51 ...