聚辰股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：苹果三星、电子烟、汽车 电子、小米概念、无线耳机等。 截至9月30日，聚辰股份股东户数1.76万，较上期增加48.55%；人均流通股8981股，较上期减少 32.62%。2025年1月-9月，聚辰股份实现营业收入9.33亿元，同比增长21.29%；归母净利润3.20亿元，同 比增长51.33%。 分红方面，聚辰股份A股上市后累计派现2.99亿元。近三年，累计派现1.86亿元。 11月24日，聚辰股份盘中上涨2.09%，截至10:42，报129.66元/股，成交2.58亿元，换手率1.27%，总市 值205.21亿元。 资金流向方面，主力资金净流出575.88万元，特大单买入1324.05万元，占比5.14%，卖出2073.16万元， 占比8.04%；大单买入3882.32万元，占比15.06%，卖出3709.09万元，占比14.39%。 聚辰股份今年以来股价涨122.71%，近5个交易日跌10.46%，近20日跌26.55%，近60日涨55.69%。 今年以来聚辰股份已经2次登上龙虎榜，最近一次登上龙虎榜为9月24日。 资料显示，聚辰半导体 ...

中证1000增强ETF（561590）业绩比较基准为中证1000指数收益率，管理人为华泰柏瑞基金管理有限公 司，基金经理为笪篁、柳军，成立（2022-11-23）以来回报为25.46%，近一个月回报为-5.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 11月24日，中证1000增强ETF（561590）开盘跌0.48%，报1.250元。中证1000增强ETF（561590）重仓 股方面，聚辰股份开盘涨1.57%，经纬恒润涨0.61%，大金重工涨5.67%，安集科技涨0.97%，中熔电气 涨0.83%，虹软科技涨0.70%，炬芯科技涨0.33%，华峰测控跌0.18%，金雷股份涨0.56%，香农芯创涨 1.91%。 ...

Core Points - The announcement from Jucheng Co., Ltd. regarding the change in its continuous supervision representative for its initial public offering [2] Group 1 - Jucheng Co., Ltd. announced that CICC is the sponsor for its initial public offering [2] - Due to a job change, Mr. Xing Ke will no longer serve as the continuous supervision representative [2] - Mr. Zeng Qinglin has been appointed to replace Mr. Xing Ke to ensure the orderly conduct of continuous supervision [2]

聚辰半导体股份有限公司 关于更换持续督导保荐代表人的公告 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。 证券代码：688123 证券简称：聚辰股份 公告编号：2025-067 2025 年 11 月 22 日 附件：曾庆霖先生简历 曾庆霖先生，现任中金公司投资银行部高级经理，已取得保荐代表人资格， 曾负责并参与了通达动力 2021 年非公开发行股份项目。曾庆霖先生在保荐业务 执业过程中严格遵守《证券发行上市保荐业务管理办法》等相关规定，执业记录 良好。 公司董事会对幸科先生担任公司保荐代表人期间所做的工作表示衷心感谢！ 特此公告。 聚辰半导体股份有限公司董事会 聚辰半导体股份有限公司（以下简称"公司"）于近日收到保荐机构中国国 际金融股份有限公司（以下简称"中金公司"）出具的《关于更换聚辰半导体股 份有限公司持续督导保荐代表人的说明》。中金公司作为公司首次公开发行的保 荐机构，原指定谢晶欣先生和幸科先生为公司持续督导保荐代表人。现幸科先生 由于工作变动，不再继续担任公司持续督导的保荐代表人，为保证持续督导工作 的有序进行 ...

Group 1 - The core point of the article highlights the performance of the Zhongzheng 1000 Enhanced ETF (561590), which opened at 1.327 yuan and experienced a slight decline of 0.23% [1] - The major holdings of the ETF include stocks such as Jucheng Co., which fell by 0.90%, and Jingwei Hengrun, which dropped by 1.05%, while Daikin Heavy Industries saw an increase of 0.87% [1] - The ETF's performance benchmark is the Zhongzheng 1000 Index return, managed by Huatai-PB Fund Management Co., with a return of 33.02% since its establishment on November 23, 2022, and a 2.02% return over the past month [1]

Core Viewpoint - The company, Juchen Co., has developed DDR5 SPD products in collaboration with Lanke Technology, targeting major memory module manufacturers in the industry [1] Group 1 - Investors inquired whether Juchen Co.'s DDR5 SPD products are supplied to storage chip manufacturers like Changxin Memory or downstream storage module manufacturers like Jiangbolong [1] - The company confirmed that its DDR5 SPD products are designed for compatibility with memory modules and have already established a customer base that includes major industry players [1]

Core Viewpoint - The company, Juchen Co., Ltd. (688123.SH), is collaborating with Lankai Technology to develop compatible DDR5 memory module SPD products, with downstream customers covering major memory module manufacturers in the industry [1] Company Summary - Juchen Co., Ltd. is actively engaging in partnerships to enhance its product offerings in the DDR5 memory module market [1] - The collaboration with Lankai Technology indicates a strategic move to strengthen its position in the competitive memory module sector [1] Industry Summary - The DDR5 memory module market is witnessing significant developments, with major manufacturers being targeted as customers for the new SPD products [1] - The partnership reflects the industry's trend towards collaboration to meet the growing demand for advanced memory solutions [1]

Core Viewpoint - The company, Juchen Co., Ltd. (688123.SH), is collaborating with Lankai Technology to develop compatible DDR5 memory module SPD products, with downstream customers covering major memory module manufacturers in the industry [1] Group 1 - The collaboration between Juchen Co., Ltd. and Lankai Technology focuses on DDR5 memory module SPD products [1] - The partnership aims to enhance the product offerings in the memory module sector [1] - Downstream customers include key players in the memory module manufacturing industry [1]

Market Overview - The A-share market experienced a day of volatility, with the Shanghai Composite Index falling by 0.97% and closing below 4000 points, while the Shenzhen Component Index and the ChiNext Index dropped by 1.93% and 2.82% respectively [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 85.3 billion yuan compared to the previous trading day [1] Sector Performance - The market saw over 3300 stocks decline, indicating a broad-based sell-off [3] - The lithium battery sector continued its strong performance, with stocks like Fujian Holdings (002083) achieving a seven-day limit-up and Shida Shenghua (603026) hitting a three-day limit-up [3] - The gas sector also showed resilience, with Shouhua Gas (300483) reaching a 20% limit-up [3] - Conversely, the computing hardware sector faced a collective pullback, and the CPO concept stocks experienced fluctuations [3] Memory Chip Sector - The memory chip sector faced significant declines, with stocks such as Tongyou Technology (300302) and Baiwei Storage dropping over 10% [5] - The memory index fell by 5.93%, closing at 3527.86 points [6] Regional Highlights - The Hainan Free Trade Zone is set to officially launch its full island closure operation on December 18, 2025, which is expected to enhance regional economic development and industrial upgrades [7][9] - The new policies will expand the range of zero-tariff goods from 1900 to approximately 6600 items, covering about 74% of products, and will optimize tax policies to reduce costs for enterprises [7][9]

Core Viewpoint - Kioxia's poor performance has negatively impacted the A-share market, leading to a significant decline in storage chip concept stocks, raising concerns about the overall health of the storage industry [1] Company Performance - Kioxia's adjusted net profit for the second fiscal quarter plummeted over 60% year-on-year, amounting to 41.7 billion yen (approximately 284 million USD), a substantial drop compared to the same period last year [1] - The company is facing dual pressures of declining revenue and rising costs, which has triggered market worries regarding the storage industry's outlook [1] Market Reaction - Following Kioxia's earnings report, several storage-related stocks in the A-share market experienced sharp declines, with notable drops including: - Baiwei Storage down 11% - Tongyou Technology and Jucheng Co. down over 9% - Other companies like Purang Co., Jiangbolong, and Kangqiang Electronics down over 8% [2] - The overall market sentiment reflects a lack of confidence in the storage sector, influenced by Kioxia's performance [1][2] Pricing Mechanism Impact - Analysts suggest that Kioxia's disappointing results may be attributed to its fixed-price agreements for supplying mobile NAND chips to Apple, which prevented the company from benefiting from the significant increases in spot prices [1]