（原标题：杰华特现2笔大宗交易 合计成交151.14万股） 两融数据显示，该股最新融资余额为8.53亿元，近5日增加8679.76万元，增幅为11.33%。 据天眼查APP显示，杰华特微电子股份有限公司成立于2013年03月18日。注册资本44688万人民币。 （数据宝） 9月24日杰华特大宗交易一览 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | | --- | --- | --- | --- | --- | --- | --- | | 量 | 额 | 格 | 收盘折 | | 买方营业部 | 卖方营业部 | | （万 | （万 | （元） | 溢价 | | | | | 股） | 元） | | | | | | | | | | （%） | | | | | 117.00 | 6376.50 | 54.50 | -5.99 | 中信建投证券股份有限公司北京东 | | 华泰证券股份有限公司深圳深南大道 | | | | | | | 三环中路证券营业部 | 基金大厦证券营业部 | | 34.14 | 1860.65 | 54.50 | -5.99 | 长江证券股份有限公司上海都市路 | | 华泰证券股份 ...

9月24日，杰华特大宗交易成交151.14万股，成交额8237.15万元，占当日总成交额的3.92%，成交价54.5 元，较市场收盘价57.97元折价5.99%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 类出管业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-24 | 杰华特 | 688141 | 54.5 | 6376.5 | 117 | | 2017 | 警 | | | 2025-09-24 | 家零特 | 688141 | 54.5 | 1860.65 | 34.14 | 弟童正是露出聲露 | 20 | | Ka | ...

Core Viewpoint - The semiconductor sector experienced a significant increase of 4.41% on September 24, with notable gains from individual stocks, particularly ShenGong Co., which led the rise with a 20.01% increase [1][3]. Group 1: Market Performance - The Shanghai Composite Index closed at 3853.64, up 0.83% [1]. - The Shenzhen Component Index closed at 13356.14, up 1.8% [1]. Group 2: Individual Stock Performance - ShenGong Co. (688233) closed at 44.51, with a rise of 20.01% and a trading volume of 211,100 shares, amounting to a transaction value of 899 million yuan [1]. - Jiangfeng Electronics (300666) closed at 98.82, up 20.00%, with a trading volume of 404,000 shares, totaling 3.76 billion yuan [1]. - Changchuan Technology (300604) closed at 96.32, also up 20.00%, with a trading volume of 1,239,200 shares, amounting to 11.29 billion yuan [1]. - Huicheng Co. (688403) closed at 18.21, increasing by 15.84% [1]. - Other notable stocks include Jituo (688082) at 189.20 (+14.81%), Daxiong Manlin (688120) at 155.00 (+13.16%), and Jiahua Te (688141) at 57.97 (+12.78%) [1]. Group 3: Capital Flow - The semiconductor sector saw a net inflow of 15.812 billion yuan from main funds, while retail funds experienced a net outflow of 7.107 billion yuan [3].

Core Insights - The STAR Market is experiencing significant inflows, with the STAR Composite Index ETF (Huitianfu 589080) rising by 3.13% and the STAR 100 ETF (Huitianfu 589980) increasing by 3.46% as of September 24 [1][4] - The STAR 100 ETF has seen strong capital inflows for nine consecutive days, accumulating nearly 200 million yuan in the last ten days [1] - The STAR Market has surpassed 100 ETFs, with a total management scale nearing 300 billion yuan, making it the highest proportion of index investment in A-shares [4] Industry Performance - The STAR Composite Index (000680) rose by 3.60%, with notable individual stock performances including Weidao Nano (688147) and Shenkong Co. (688233), both up by 20.01% [3] - The STAR 100 Index (000698) also saw a strong increase of 3.57%, with stocks like Weidao Nano (688147) and Jiewate (688141) rising by 20.01% and 18.23% respectively [4] - The semiconductor sector is experiencing a surge, driven by multiple favorable factors, including advancements in chip technology and increased domestic production [5] Market Trends - The market is witnessing a shift towards technology companies, with over 90% of new listings being tech-related, and the market capitalization of tech firms now exceeding 25% of the total A-share market [4] - By the end of the "13th Five-Year Plan," the number of top 50 companies in terms of market capitalization that are tech firms increased from 18 to 24 [4] - The semiconductor industry is expected to see continued investment growth, with projections indicating a 6% increase in domestic equipment market share by 2026 [5]

每经AI快讯，9月24日，杰华特涨15.95%，报59.6元/股，股价再创新高，总市值突破266.34亿元，成交 额达10.22亿元。 （文章来源：每日经济新闻） ...

Core Viewpoint - The semiconductor sector in the A-share market has shown significant strength, with multiple stocks experiencing substantial gains, driven by rising prices in advanced semiconductor manufacturing processes and supply shortages in related components [1][2]. Group 1: Stock Performance - ShenGong Co. (688233) reached a 20% increase, closing at 44.51 with a total market value of 75.80 billion and a year-to-date increase of 90.29% [2]. - Jiangfeng Electronics (300666) rose by 15.97%, with a latest price of 95.50 and a market capitalization of 253 billion, reflecting a year-to-date increase of 38.09% [2]. - Changchuan Technology (300604) saw a 14.24% increase, closing at 91.70 with a market value of 578 billion and a year-to-date increase of 108.26% [2]. - Other notable performers include Huicheng Co. (688403) with a 13.30% rise, MicroNano (12.52%), and Shengmei Shanghai (10.19%) [2]. Group 2: Market Drivers - Industry reports indicate that TSMC's last-generation 3nm CPU prices have increased by approximately 20% compared to the previous generation, with a further expected price increase of over 50% for the upcoming 2nm process [1]. - The semiconductor inflation is being fueled by high demand and supply shortages for memory chips and hard drives, contributing to the overall market strength [1].

资料显示，杰华特微电子股份有限公司位于浙江省杭州市西湖区华星路创业大厦7楼西,香港铜锣湾希慎 道33号利园1期19楼1919室，成立日期2013年3月18日，上市日期2022年12月23日，公司主营业务涉及模 拟集成电路的研发与销售,为客户提供高效率、高性能、高可靠性的一站式模拟集成电路产品解决方 案。主营业务收入构成为：电源管理芯片93.09%，其中:DC-DC芯片56.79%，其中:AC-DC芯片 20.48%，其中:线性电源芯片14.40%，信号链芯片4.37%，功率产品1.69%，其中:电池管理芯片1.43%， 技术服务收入0.82%，其他(补充)0.02%，其他0.01%。 从基金十大重仓股角度 长城久恒混合A（200001）基金经理为储雯玉。 9月24日，杰华特涨5.31%，截至发稿，报54.13元/股，成交5.21亿元，换手率3.71%，总市值241.90亿 元。 数据显示，长城基金旗下1只基金重仓杰华特。长城久恒混合A（200001）二季度增持6897股，持有股 数7.69万股，占基金净值比例为3.75%，位居第四大重仓股。根据测算，今日浮盈赚取约20.99万元。 长城久恒混合A（200001 ...

Group 1 - The company held its 17th meeting of the second board of directors on September 23, 2025, to discuss and vote on key proposals [2][4][10] - The board approved the proposal to cancel 797,177 shares of restricted stock from the 2024 incentive plan due to various reasons including employee departures and performance criteria not being met [12][14][34] - The board also approved the achievement of the first vesting conditions for the 2024 restricted stock incentive plan, allowing 3,441,609 shares to vest for 604 eligible participants [4][33][37] Group 2 - The 2024 restricted stock incentive plan involves granting a total of 18,478,285 shares, with 14,782,628 shares for the first grant and 3,695,657 shares reserved [18][19] - The vesting price for the restricted stock is set at 7.89 yuan per share, and the plan is designed to motivate and retain key personnel [20][37] - The plan includes performance assessment criteria over the years 2024 to 2027, with specific targets for revenue and individual performance evaluations [25][26][28]

Group 1 - The company, Jiahua, announced that its 17th meeting of the second board of directors was held on September 23, 2025, combining in-person and communication methods [1] - The meeting reviewed documents including the proposal regarding the first grant of the 2024 restricted stock incentive plan and the achievement of the first vesting conditions [1] Group 2 - The industry is experiencing heightened attention due to a national large-scale procurement process, where bidding companies are required to provide clear explanations for low quotes [1]

证券代码：688141 证券简称：杰华特 公告编号：2025-060 杰华特微电子股份有限公司 关于2024年限制性股票激励计划首次授予部分 第一个归属期归属条件成就的公告 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。 重要内容提示： 杰华特微电子股份有限公司（以下简称"公司"）于 2025 年 9 月 23 日召开 第二届董事会第十七次会议，审议通过了《关于 2024 年限制性股票激励计划首次 授予部分第一个归属期归属条件成就的议案》，根据公司《2024 年限制性股票激 励计划（草案）》（以下简称"《激励计划》"或"本激励计划"）的规定和 2024 年第一次临时股东大会的授权，现将有关事项说明如下： 一、本激励计划批准及实施情况 （一）本激励计划的主要内容 1、股权激励方式：第二类限制性股票。 2、授予数量：本激励计划拟向激励对象授予 1,847.8285 万股限制性股票，约 占本激励计划草案公告时公司股本总额 44,688.00 万股的 4.13%。其中，首次授予 1,478.2628 万股，约占本激励计划草案公告时 ...