证券代码：688249 证券简称：晶合集成 公告编号：2025-061 一、股票交易异常波动的具体情况 公司股票于 2025 年 9 月 24 日、2025 年 9 月 25 日和 2025 年 9 月 26 日连续 3 个交易日内收盘价格涨幅偏离值累计超过 30%，根据《上海证券交易所交易规则》 等有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 合肥晶合集成电路股份有限公司 关于股票交易异常波动的公告 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： 合肥晶合集成电路股份有限公司（以下简称"公司"）股票于 2025 年 9 月 24 日、2025 年 9 月 25 日和 2025 年 9 月 26 日连续 3 个交易日内收盘价格涨幅偏离 值累计超过 30%，根据《上海证券交易所交易规则》等有关规定，属于股票交易异 常波动的情形。 经公司自查，并发函询证公司控股股东，截至本公告披露日，不存在应披 露而未披露的重大信息。公司目前生产经营正常，生产经营未发生重大变化。 截至 2025 年 9 ...

格隆汇9月26日｜晶合集成公告，合肥晶合集成电路股份有限公司股票于2025年9月24日、2025年9月25 日和2025年9月26日连续3个交易日内收盘价格涨幅偏离值累计超过30%，根据《上海证券交易所交易规 则》等有关规定，属于股票交易异常波动的情形。经公司自查，并发函询证公司控股股东，截至本公告 披露日，不存在应披露而未披露的重大信息。公司目前生产经营正常，生产经营未发生重大变化。 ...

Market Overview - The Shanghai Composite Index fell by 0.65% on September 26, with 10 industries experiencing gains, led by the petroleum and petrochemical sector with a rise of 1.17% and the environmental sector with a 0.38% increase [1] - The computer and electronics sectors faced the largest declines, with drops of 3.26% and 2.75% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 83.579 billion yuan, with 5 industries seeing net inflows [1] - The automotive industry led the net inflow with 0.882 billion yuan despite a decline of 0.56%, followed by the banking sector with a slight increase of 0.08% and a net inflow of 0.566 billion yuan [1] Electronics Sector Performance - The electronics industry experienced a decline of 2.75%, with a total net capital outflow of 29.836 billion yuan [2] - Out of 467 stocks in the electronics sector, 67 stocks rose, 2 hit the daily limit up, while 398 stocks fell, with 1 hitting the daily limit down [2] - Notably, 123 stocks in the electronics sector saw net capital inflows, with 10 stocks exceeding 100 million yuan in inflows, led by Jinghe Integrated with 0.376 billion yuan [2] Top Gainers in Electronics Sector - The top gainers in the electronics sector included: - Jinghe Integrated: +16.63% with a capital flow of 37.571 million yuan - Zhongwei Company: +0.69% with a capital flow of 27.952 million yuan - Huahong Company: +5.96% with a capital flow of 26.969 million yuan [2] Top Losers in Electronics Sector - The top losers in the electronics sector included: - Luxshare Precision: -6.53% with a capital outflow of 2260.088 million yuan - Shenghong Technology: -4.68% with a capital outflow of 2121.315 million yuan - Industrial Fulian: -5.24% with a capital outflow of 2111.558 million yuan [4]

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 沪股通专用 | 661次 47.20% | 2 | 36377.15 | 7.03% | | 2 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 130次 49.23% | ▶ | 11682.05 | 2.26% | | 3 | 中信证券股份有限公司上海分公司 | 374次 43.58% | A | 11551.96 | 2.23% | | 4 | 中信证券股份有限公司总部(言业场所) | 10次 40.00% | ▶ | 11370.10 | 2.20% | | 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 | 257次 48.25% | ﻫ | 9890.72 | 1.91% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占息成交比例 | | 1 | 沪股通专用 | 661次 47.20% | 2 | | | | 2 | 机构专用 | ...

Core Viewpoint - The stock of Jinghe Integrated Circuit has increased by 16.63%, with a trading volume of 5.178 billion yuan and a turnover rate of 13.53% [1] Trading Activity - The Shanghai Stock Connect special seat bought 364 million yuan and sold 324 million yuan, indicating a net purchase [1] - One institutional special seat recorded a net sell of 109 million yuan [1]

Market Overview - On September 26, the semiconductor sector declined by 1.59%, with Li'an Micro leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Top Gainers in Semiconductor Sector - The top gainers included: - Saiwei Microelectronics (688325) with a closing price of 111.16, up 17.99% [1] - Jinghe Integrated (688249) at 32.90, up 16.63% [1] - Liandong Technology (69EI0E) at 93.06, up 16.15% [1] - Juchen Co. (688123) at 142.07, up 7.66% [1] - Xilian Integrated (688469) at 6.43, up 7.53% [1] Top Losers in Semiconductor Sector - The top losers included: - Li'an Micro (605358) at 32.71, down 9.99% [2] - Juguang Technology (688167) at 156.20, down 6.91% [2] - Dongwei Semiconductor (688261) at 73.99, down 6.81% [2] - Ruixin Technology (603893) at 212.01, down 6.75% [2] - Xinyuan Technology (688521) at 189.11, down 6.60% [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 8.289 billion yuan from institutional investors, while retail investors saw a net inflow of 5.584 billion yuan [2][3] - The capital flow for individual stocks showed mixed results, with Jinghe Integrated (688249) seeing a net inflow of 366 million yuan from institutional investors [3] - Other notable net inflows included: - Zhongwei Company (688012) with 299 million yuan [3] - Huahong Company (688347) with 282 million yuan [3] Summary of Trading Activity - The trading volume and turnover for selected stocks indicated significant activity, with Jinghe Integrated achieving a turnover of 5.178 billion yuan [1] - The overall trading environment reflected volatility, with substantial movements in both directions across various semiconductor stocks [1][2]

Group 1 - The A-share market experienced a collective decline on September 26, with the Shanghai Composite Index dropping by 0.17%. Sectors such as power generation equipment, petrochemicals, and soft drinks saw gains, while the internet and computer hardware sectors faced declines [1] - The chip ETF (159995) showed activity, rising by 0.11% as of 10:32 AM. Notable gainers among its constituent stocks included Jinghe Integrated (up 12.44%), Unisoc (up 7.20%), Huahai Qingke (up 5.76%), and OmniVision (up 4.04%). Conversely, companies like Rockchip and Cambricon saw declines of -4.30% and -2.67%, respectively [1] - The Alibaba Cloud Summit held on September 24 introduced several advanced models, including the Qwen3-Max with 36 trillion tokens of pre-training data, the Qwen3-VL visual language model supporting 256K context, and the Qwen3-Omni multimodal model capable of processing text, images, audio, and video inputs with low latency of 234ms [1] - According to招商证券, the evolution of global trade patterns has elevated the importance of self-sufficiency in the semiconductor industry as a key strategic focus for China's industrial development. Continuous government support for this sector is expected to enhance the outlook for self-sufficiency amid the AI innovation cycle and tariff considerations, indicating a new upward cycle for the semiconductor industry [1] Group 2 - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [2]

Group 1 - The stock price of Jinghe Integrated reached a historical high, increasing by 8.22% to 30.53 yuan, with a trading volume of 26.56 million shares and a transaction value of 799 million yuan [2] - The total market capitalization of Jinghe Integrated in A-shares is 61.25 billion yuan, while the circulating market capitalization is 36.23 billion yuan [2] - The electronic industry, to which Jinghe Integrated belongs, experienced an overall decline of 0.16%, with 188 stocks rising and 293 stocks falling [2] Group 2 - The latest margin trading data shows that as of September 25, the margin balance for Jinghe Integrated is 1.062 billion yuan, with a financing balance of 1.055 billion yuan, reflecting a decrease of 49.51 million yuan over the past 10 days, a decline of 4.48% [2] - The company's semi-annual report indicates that it achieved an operating income of 5.198 billion yuan in the first half of the year, representing a year-on-year growth of 18.21%, and a net profit of 332 million yuan, a year-on-year increase of 77.61% [2] - The basic earnings per share for Jinghe Integrated is 0.1700 yuan, with a weighted average return on equity of 1.58% [2]

Group 1 - A-shares showed mixed performance on September 25, with AI hardware and semiconductor silicon wafer concepts leading the gains [1] - The Tianhong Chip ETF (159310) rose by 0.46%, with a premium trading rate of 0.15%, and its constituent stocks like Jinghe Integrated surged over 11% [1] - The Tianhong Chip ETF has seen a net subscription of 12 million units during the trading session [2] Group 2 - The Tianhong Chip ETF tracks the CSI Chip Industry Index, with top holdings including SMIC, Northern Huachuang, and Cambrian [2] - The Tianhong Sci-Tech ETF (589860) reached a peak increase of over 1.4%, hitting a new high since its listing, with constituent stocks like Aowei New Materials and Pinming Technology hitting the daily limit [2] - The Tianhong Sci-Tech ETF closely follows the Sci-Tech Innovation Board Index, covering approximately 97% of the market capitalization of the Sci-Tech Innovation Board [2] Group 3 - Yangtze Memory Technologies' parent company completed its shareholding reform, with a latest valuation exceeding 160 billion yuan, ranking ninth among China's top unicorns [3] - The valuation of Yangtze Memory Technologies was calculated at 161.6 billion yuan based on an investment from a subsidiary of Yangyuan Beverage [3] - On September 26, Moer Thread is expected to become the first domestic GPU stock listed on the Sci-Tech Innovation Board [3] Group 4 - Galaxy Securities expressed a long-term positive outlook on the AI industry chain, emphasizing the necessity for domestic chip production [4] - AI is identified as a core growth driver for the semiconductor sector, with increasing demand cycles and improvements in power semiconductor profitability [4] - Yongxing Securities remains optimistic about the HBM industry chain benefiting from the rapid development of advanced computing chips and the semiconductor cycle recovery [4]

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.15%. Key sectors that performed well included comprehensive, communication equipment, and computer hardware, while gas and engineering machinery sectors faced declines [1] - The Consumer Electronics ETF (159732) rose by 0.50%, with notable increases in its constituent stocks: Jinghe Integrated surged by 13.29%, Huakin Technology by 10.00%, GoerTek by 5.57%, Desay SV by 4.63%, and Huanxu Electronics by 4.57% [1] - Meta held its annual developer conference, Meta Connect, where it launched the Meta Ray-Ban Display smart glasses in collaboration with Ray-Ban and introduced the Neural Band, a wristband controlled by myoelectric signals [1] Group 2 - According to Macquarie Securities, Meta is leading the acceleration of AI + AR glasses penetration, which is driving continuous upgrades in the supply chain. The release of the Meta Ray-Ban Display is expected to further enhance the penetration rate of AI + AR glasses and promote ongoing hardware supply chain upgrades [1]