Group 1: Stock Performance - The stock of Dongwei Semiconductor opened at 94.64 yuan, peaked at 100.88 yuan (an increase of 6.02%), but closed at 98.12 yuan, indicating a high volatility of 7.76% throughout the day [1] - From January 15 to February 13, the stock experienced a total fluctuation of 17.85%, with a single-day increase of 7.27% on February 12, leading some investors to lock in profits during the peak [1] Group 2: Industry Sector Situation - Despite strong capital expenditure expectations for AI infrastructure (with the four major CSP manufacturers expected to exceed 670 billion yuan in 2026), the semiconductor sector showed flat overall performance (semiconductor index change was 0.00%) [2] - Market funds are shifting between sub-sectors, with more attention on storage chips, which may have diverted short-term focus from power semiconductor stocks [2] Group 3: Company Fundamentals - Dongwei Semiconductor reported a 41.60% year-on-year revenue growth and a 58.46% increase in net profit for Q3 2025, but the cash flow situation raised market concerns with a negative cash flow of -436.59% [3] - On the day in question, there was a net inflow of 27.19 million yuan from institutional investors, while retail investors experienced a net outflow, reflecting market divergence regarding short-term earnings quality [3]

Core Viewpoint - The company, Dongwei Semiconductor, is currently operating normally despite stock price fluctuations influenced by multiple factors [1] Group 1: Company Overview - Dongwei Semiconductor is a technology-driven semiconductor enterprise focused on the research and sales of high-performance power devices [1] - Main products include Super Junction MOSFETs, medium and low voltage shielded gate MOSFETs, TGBT series products, SiC devices, and high-density power modules [1] - These products are widely used in industrial and automotive applications, including 5G base station power supplies, communication power supplies, data centers, computing server power supplies, and onboard chargers [1] Group 2: Market Strategy - The company will continue to closely monitor market dynamics and leverage its technological accumulation to actively expand its product offerings and application areas [1] - Business operations will be reported in the company's periodic reports and temporary announcements [1]

格隆汇2月13日丨东微半导(688261.SH)在投资者互动平台表示，公司是一家以高性能功率器件研发与销 售为主的技术驱动型半导体企业，主营产品包括超级结MOSFET、中低压屏蔽栅MOSFET、TGBT系列 产品、SiC器件以及高密度功率模块，广泛应用于以5G基站电源及通信电源、数据中心和算力服务器电 源、车载充电机等工业及汽车相关的中大功率应用领域。后续公司仍将密切关注市场动态，依托自身技 术积累，积极拓展公司产品及其应用领域。 ...

华夏兴源稳健一年持有混合A（011743）基金经理为文世伦。 截至发稿，文世伦累计任职时间2年331天，现任基金资产总规模439.22亿元，任职期间最佳基金回报 7.96%， 任职期间最差基金回报1.02%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月13日，东微半导涨5.74%，截至发稿，报100.61元/股，成交4.14亿元，换手率3.49%，总市值123.32 亿元。 资料显示，苏州东微半导体股份有限公司位于江苏省苏州市工业园区金鸡湖大道99号纳米城东南区65 栋，成立日期2008年9月12日，上市日期2022年2月10日，公司主营业务涉及以高性能功率器件研发与销 售为主的技术驱动型半导体企业,产品专注于工业及汽车相关等中大功率应用领域。主营业务收入构成 为：功率半导体产品95.24%，晶圆4.72%，其他0.04%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓东微半导。华夏兴源稳健 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688261 证券简称：东微半导 公告编号：2026-001 苏州东微半导体股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的公告 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： 在确保不影响募集资金安全和募投项目资金使用进度安排的前提下，公司拟使用不超过人民币21,900万 元（含本数）的暂时闲置募集资金进行现金管理，使用期限自公司董事会审议通过之日起不超过12个 月。在上述额度及期限内，资金可循环滚动使用，募集资金现金管理到期后将归还至募集资金专户。 （三）资金来源 本次使用部分暂时闲置募集资金进行现金管理的资金来源为公司首次公开发行股份的部分暂时闲置募集 资金。 ● 投资种类：安全性高、流动性好、短期（不超过12个月）的投资产品(包括但不限于结构性存款、大 额存单等)。 ● 投资金额：拟使用不超过人民币21,900万元（含本数）的暂时闲置募集资金进行现金管理，在上述额 度范围内，资金可循环滚动使用。 ● 已履行的审议程序：2026年2月 ...

中国国际金融股份有限公司 关于苏州东微半导体股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为苏州 东微半导体股份有限公司（以下简称"东微半导"或"公司"）首次公开发行股票并 在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券 交易所科创板股票上市规则》等相关法律法规和规范性文件的要求，对东微半导 使用部分暂时闲置募集资金进行现金管理的事项进行了核查，具体核查情况如 下： 一、投资情况概述 （一）投资目的 在确保募集资金安全和募集资金投资项目（以下简称"募投项目"）正常实 施且有效控制投资风险的前提下，提高募集资金使用效率、增加公司资产收益， 为公司及股东获取更多的投资回报。 （二）投资金额及期限 在确保不影响募集资金安全和募投项目资金使用进度安排的前提下，公司拟 使用不超过人民币 21,900 万元（含本数）的暂时闲置募集资金进行现金管理， 使用期限自公司董事会审议通过之日起不超过 12 个月。在上述额度及期限内， 资金可循环滚动使用，募集资金现金管理到期后将归还至募集资金专户。 （三）资金来源 本次使用部分暂 ...

证券代码：688261 证券简称：东微半导 公告编号：2026-001 苏州东微半导体股份有限公司 关于使用部分暂时闲置募集资金 重要内容提示： 投资种类：安全性高、流动性好、短期（不超过 12 个月）的投资产品(包 括但不限于结构性存款、大额存单等)。 投资金额：拟使用不超过人民币 21,900 万元（含本数）的暂时闲置募集 资金进行现金管理，在上述额度范围内，资金可循环滚动使用。 已履行的审议程序：2026 年 2 月 12 日，公司召开第二届董事会审计委 员会第十五次会议及第二届董事会第二十次会议，分别审议通过了《关于使用部 分暂时闲置募集资金进行现金管理的议案》，中国国际金融股份有限公司（以下 简称"保荐机构"）对本事项出具了明确无异议的核查意见。本事项无需提交股 东会审议。 特别风险提示：尽管公司仅投资于安全性高、流动性好、短期（不超过 12 个月）的投资产品（包括但不限于结构性存款、大额存单等），但金融市场 受宏观经济的影响较大，公司将根据经济形势以及金融市场的变化适时适量地介 入，但不排除该项投资受到市场波动的影响。 一、投资情况概述 （一）投资目的 进行现金管理的公告 本公司董事会及全体董事保 ...

Core Viewpoint - Dongwei Semiconductor announced the approval of a proposal to use part of its temporarily idle raised funds for cash management, amounting to no more than RMB 219 million [1] Group 1 - The company plans to invest in financial products with high safety, good liquidity, and a maturity of no more than 12 months, including but not limited to structured deposits and large certificates of deposit [1] - The usage period for these funds will not exceed 12 months from the date of board approval, and the funds can be rolled over within the approved limit [1] - This cash management strategy will not affect the progress of the fundraising investment projects or the company's normal production and operations [1]

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Core Insights - The A-share market saw a significant rally in computing power concept stocks, with notable gains from companies like UCloud (up over 14%) and others reaching their daily limit [1][2] - UCloud announced a price increase for its products and services starting March 1, 2026, due to rising costs in core hardware procurement and infrastructure driven by global supply chain disruptions [1] Stock Performance Summary - UCloud (688158) experienced a 14.09% increase, with a total market capitalization of 19.5 billion and a year-to-date gain of 52.47% [2] - Other notable performers included: - Dazhi Technology (600589) up 10% with a market cap of 20.6 billion and a year-to-date increase of 93.58% [2] - Jinkai New Energy (600821) up 9.97% with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) up 7.48% with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) up 7.06% with a market cap of 32.4 billion and a year-to-date increase of 23.63% [2] - Other companies like Xiechuang Data (300857) and Shoudu Online (300846) also saw gains of over 6% [1][2]