聚辰股份(688123.SH)今日涨15.35%，股价创历史新高，换手率11.68%，成交额19.22亿元。龙虎榜数据显示，沪股通买入2.25亿元，卖出1.41亿元，净买入 8441万元。三家机构买入4.54亿元，一家机构卖出9454万元，机构净买入3.59亿元。(格隆)汇) | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 机构专用 | 1702次 42.36% | 2 30863.44 | 16.06% | | 2 | 沪股通专用 | 633次 48.34% | A 22492.73 | 11.70% | | 3 | 机构专用 | 1702次 42.36% | ▶ 7503.73 | 3.90% | | 4 | 机构专用 | 1702次 42.36% | A 7027.16 | 3.66% | | 5 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 246次 49.59% | ▶ 7024.80 | 3.66% | | | 卖出金额最大的前 ...

Group 1 - The stock of Jucheng Co., Ltd. increased by 15.35% today, with a trading volume of 1.922 billion yuan and a turnover rate of 11.68% [1] - The Shanghai Stock Connect special seat bought 225 million yuan and sold 141 million yuan, indicating significant trading activity [1] - Three institutional special seats net bought 454 million yuan, while one institutional special seat net sold 94.542 million yuan, reflecting mixed institutional sentiment [1]

芯片股上涨，中科蓝讯、芯原股份、聚辰股份、海光信息、帝奥微涨超10%；带动科创芯片设计ETF涨 超5%；科创芯片ETF国泰、科创芯片ETF南方、科创芯片ETF博时、科创芯片ETF、科创芯片ETF指 数、科创芯片50ETF、科创芯片ETF基金、科创芯片ETF富国、芯片ETF易方达、芯片龙头ETF、芯片 50ETF涨超4%。 方正证券最新分析指出，在摩尔定律放缓和我国先进制程技术受限的现状下，先进封装成为国产算力芯 片突破性能瓶颈的重要方向。华为、寒武纪、海光信息等公司的算力芯片正加速迭代，国产供应链积极 配套以实现算力芯片自主可控。 华金证券指出，华为正式发布《智能世界2035》与《全球数智化指数2025》两份报告，指出通用人工智 能将成为未来十年最具变革性的技术驱动力，预测到2035年全社会算力总量将实现高达10万倍的增长， 看好国产算力芯片的全产业链，从设计、制造到封测测试以及上游的设备材料，建议关注国产芯片全产 业链。 华泰证券指出，根据对全球32家半导体制造企业和20家设备企业业绩统计，2Q25全球设备公司总收入 同比增长24%至340亿美元。其中，海外市场由AI相关投资主导，市场规模同比增长40%，其 ...

Market Overview - On September 22, the storage sector saw gains in memory, flash memory, and storage chips, with notable performances from companies like Demingli and Wanrun Technology, which hit the daily limit, and others like Kaipu Cloud and Juchen Co., which rose over 10% [1] Company Performance - Demingli (001309.SZ) achieved a price of 155.11 with a 10.00% increase, focusing on enterprise-level storage applications in servers and data centers, with a market cap of 24.783 billion [2] - Wanrun Technology reached a price of 15.82, up 10.01%, with a market cap of 13.372 billion, and is involved in semiconductor storage [2] - Juchen Co. (002654.SZ) saw a 14.57% increase, focusing on EEPROM technology and collaborating on DDR5 memory [2] - Kaipu Cloud (688123.SS) is planning to acquire a 70% stake in Nanning Taike, expanding its semiconductor storage product line [2] - Other companies like Xiangnan Zhichuang and Zhaoyi Innovation also reported gains, with Zhaoyi Innovation being ranked third globally in NOR Flash market [2] Industry Events - Morgan Stanley upgraded the memory industry rating from "neutral" to "attractive," predicting a super cycle driven by AI demand leading to supply shortages, particularly in traditional flash memory [3] - The report highlighted that NOR flash is expected to remain in low supply until 2026 due to competition for production capacity from higher-margin products [3] - DDR4 supply is projected to be insufficient by 10% to 15% from Q4 2025 to Q2 2026, with price increases expected due to urgent orders in the cloud server sector [4] Price Adjustments - Micron announced a price increase of 20%-30% for storage products, following SanDisk's 10% increase, with all DDR4 and DDR5 products halting quotes temporarily [4] - Samsung also informed clients of expected price hikes for DRAM and NAND products, with DRAM capacity projected to be only 20% of 2025 levels [4] Institutional Insights - The recent price adjustments by Micron and SanDisk are seen as a result of the AI-driven restructuring of the storage chip industry, leading to a widening supply gap for DDR4 [5] - Trendforce noted that HDD suppliers have not planned for capacity expansion, resulting in extended delivery times and an increasing shift towards SSDs due to narrowing price differences [5] - The NAND market has maintained low capacity utilization, with expectations for price increases driven by high demand for enterprise SSDs [5]

（文章来源：证券时报网） 数据宝统计，截至14:05，聚辰股份成交额17.02亿元，创上市以来新高。最新股价上涨15.42%，换手率 10.39%。上一交易日该股全天成交额为12.13亿元。（数据宝） ...

Group 1: Chip ETF Performance - The Chip ETF Tianhong (159310) saw a peak increase of over 5%, currently up 4.53%, with a transaction volume of 18.4087 million yuan [3] - The ETF's net asset value has increased by 123.20% over the past year, ranking first among comparable funds [3] - Key component stocks such as Chip Yuan Co. (688521) rose by 18.02%, Haiguang Information (688041) by 14.17%, and Shengke Communication (688702) by 11.33% [3] Group 2: Sci-Tech Index ETF Performance - The Sci-Tech Index ETF Tianhong (589860) increased by 2.11%, with a turnover rate of 18.23% and a transaction volume of 59.0919 million yuan, indicating active market trading [4] - Major component stocks like Honglida (688330) surged by 20.00%, and Zhongke Lanyun (688332) by 19.02% [4] Group 3: Product Highlights - The Chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, with top holdings including SMIC, Northern Huachuang, and Haiguang Information, with the estimated weight of Cambrian Technology at 12.26% [5] - The Sci-Tech Index ETF Tianhong (589860) covers 97% of the Sci-Tech board's market value, with over 80% allocation to strategic emerging industries such as semiconductors, AI, and biomedicine [5] Group 4: Market News - Moer Thread's IPO on the Sci-Tech board is scheduled for September 26, aiming to raise 8 billion yuan for AI and graphics chip development [5] - Xiaomi's fund has invested in Qichip Microelectronics, marking its fourth investment in the company, which has begun mass production of automotive-grade MCU products [5] - OpenAI and Luxshare Precision have agreed to jointly produce AI hardware devices, with prototypes in development [6]

Group 1 - The AI glasses sector leads the market with a rise of 5.78% [1] - Chip Origin Co., Ltd. increased by 19.48% [1] - Zhongke Blue Communication rose by 14.29% [1] - Runxin Technology saw an increase of 14.06% [1] - JuCheng Co., Ltd., Jiangbolong, and Guoguang Electric all experienced gains exceeding 10% [1]

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。 （文章来源：证券时报网） 数据宝统计，截至10:56，聚辰股份成交额12.16亿元，创2025年1月9日以来新高。最新股价上涨 14.96%，换手率7.52%。上一交易日该股全天成交额为12.13亿元。（数据宝） ...

Industry Overview - The storage chip market, particularly NOR Flash, is experiencing rapid growth driven by advancements in technologies such as artificial intelligence and the Internet of Things, despite a lackluster performance last year due to supply and demand factors [2] - In the first half of this year, the market showed signs of recovery with significant inventory reduction and gradual demand restoration, particularly in industrial markets and supported by long-term demand from AI and high-performance computing [2] - Starting from the third quarter, overall storage demand is rebounding, with prices showing an upward trend, indicating a positive outlook for the second half of the year [2] Company Performance - In the first half of the year, the revenue rankings among storage chip manufacturers are as follows: Zhaoyi Innovation (4150.31 million), Beijing Junzheng (2249.11 million), Fudan Microelectronics (1838.85 million), Puran Co. (906.70 million), Jucheng Co. (574.86 million), Dongxin Co. (342.99 million), and Hengshuo Co. (174.28 million) [3] - Zhaoyi Innovation leads in net profit with 575.48 million, followed by Jucheng Co. (205.15 million) and Beijing Junzheng (203.12 million), while Dongxin Co. and Hengshuo Co. reported losses of 110.97 million and 70.78 million respectively [4] - In terms of gross margin, Jucheng Co. has the highest at 60.25%, followed by Fudan Microelectronics at 56.80%, and Zhaoyi Innovation at 37.21% [5] Inventory Management - Fudan Microelectronics holds the highest inventory at 3088.98 million, followed by Beijing Junzheng (2773.43 million) and Zhaoyi Innovation (2400.65 million) [6] - Inventory turnover days are highest for Fudan Microelectronics at 705 days, with Dongxin Co. at 596 days and Hengshuo Co. at 355.66 days, while Zhaoyi Innovation has the lowest at 163.95 days [7] - In terms of inventory impairment provisions, Fudan Microelectronics has the highest at 548.26 million, followed by Zhaoyi Innovation (287.39 million) and Beijing Junzheng (263.53 million) [7]

此次激励计划的有效期为自限制性股票授予日起至激励对象获授的限制性股票全部归属或作废失效之日 止，最长不超过72个月。 聚辰股份(688123.SH)发布2025年限制性股票激励计划(草案)，拟授予激励对象的限制性股票数量为 180.00万股，约占激励计划草案公布日公司股本总额的1.14%。其中，首次授予限制性股票数量为 161.20万股，预留限制性股票数量为18.80万股。首次授予限制性股票的授予价格为48.00元/股。 ...