富国上证指数ETF联接A/B（100053）基金经理为王保合、方旻。 截至发稿，王保合累计任职时间14年329天，现任基金资产总规模105.62亿元，任职期间最佳基金回报 114.01%， 任职期间最差基金回报-95.11%。 1月21日，东微半导涨5.12%，截至发稿，报98.60元/股，成交4.81亿元，换手率4.12%，总市值120.86亿 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，富国基金旗下1只基金重仓东微半导。富国上证指数ETF联接A/B（100053）三季度持有股数 402股，位居第五大重仓股。根据测算，今日浮盈赚取约1929.6元。 富国上证指数ETF联接A/B（100053）成立日期2011年1月30日，最新规模2.8亿。今年以来收益3.46% ...

Market Performance - The semiconductor sector increased by 1.65% on January 12, with Saiwei Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers in Semiconductor Sector - Saiwei Microelectronics (688325) closed at 109.62, up 20.00% with a trading volume of 41,200 shares and a transaction value of 428 million [1] - Longxin Technology (688047) closed at 162.50, up 16.08% with a trading volume of 158,100 shares and a transaction value of 2.449 billion [1] - Weijie Chuangxin (688153) closed at 45.48, up 13.98% with a trading volume of 160,600 shares and a transaction value of 709 million [1] Top Losers in Semiconductor Sector - Yuanjie Technology (688498) closed at 707.00, down 5.98% with a trading volume of 50,100 shares and a transaction value of 3.584 billion [2] - Xinyuan Micro (688037) closed at 191.10, down 4.93% with a trading volume of 133,500 shares and a transaction value of 2.572 billion [2] - Helin Weina (688661) closed at 68.98, down 4.39% with a trading volume of 126,900 shares [2] Capital Flow in Semiconductor Sector - The semiconductor sector experienced a net outflow of 3.038 billion from institutional investors, while retail investors saw a net inflow of 1.517 billion [2] - The net inflow from speculative funds was 1.521 billion [2] Individual Stock Capital Flow - Zhaoyi Innovation (603986) had a net inflow of 906 million from institutional investors, while it faced a net outflow of 457 million from speculative funds [3] - North Huachuang (002371) saw a net inflow of 612 million from institutional investors, with a net outflow of 611 million from speculative funds [3] - Changchuan Technology (300604) had a net inflow of 335 million from institutional investors, while facing a net outflow of 1.054 billion from speculative funds [3]

Group 1 - The core point of the news is that Dongwei Semiconductor's stock rose by 5.04% to 90.69 CNY per share, with a trading volume of 671 million CNY and a turnover rate of 6.21%, resulting in a total market capitalization of 11.116 billion CNY [1] - Dongwei Semiconductor, established on September 12, 2008, and listed on February 10, 2022, focuses on the research and sales of high-performance power devices, primarily serving industrial and automotive applications [1] - The company's main business revenue composition includes power semiconductor products at 95.24%, wafers at 4.72%, and others at 0.04% [1] Group 2 - According to data, Guodu Securities has a fund that heavily invests in Dongwei Semiconductor, with Guodu Innovation Driven (002020) holding 3,700 shares, accounting for 2.63% of the fund's net value, making it the third-largest holding [2] - The fund, Guodu Innovation Driven (002020), was established on December 28, 2015, with a latest scale of 10.7923 million CNY, achieving a year-to-date return of 5.56% and a one-year return of 44.42% [2] - The fund manager Zhang Xiaolei has a tenure of 7 years and 29 days, with the best fund return during this period being 80.09% and the worst being -23.54% [3]

Group 1 - The core viewpoint of the news is the performance and market position of Dongwei Semiconductor, which saw a stock price increase of 5.04% to 90.69 CNY per share, with a trading volume of 671 million CNY and a turnover rate of 6.21%, resulting in a total market capitalization of 11.116 billion CNY [1] - Dongwei Semiconductor, established on September 12, 2008, and listed on February 10, 2022, is a technology-driven semiconductor company based in Suzhou, Jiangsu Province, focusing on the research and sales of high-performance power devices primarily for industrial and automotive applications [1] - The company's main business revenue composition includes power semiconductor products at 95.24%, wafers at 4.72%, and other products at 0.04% [1] Group 2 - From the perspective of fund holdings, Dongwei Semiconductor is a significant investment for the Fuguo Fund, with its Fuguo SSE Index ETF Linked A/B (100053) holding 402 shares, ranking as the fifth-largest holding [2] - The Fuguo SSE Index ETF Linked A/B (100053) has a current scale of 280 million CNY, with a year-to-date return of 3.4% and a one-year return of 28.72%, ranking 2813 out of 4203 in its category [2] - The fund managers, Wang Baohe and Fang Min, have substantial experience, with Wang having a tenure of 14 years and 320 days and Fang with 11 years and 58 days, managing total assets of 10.562 billion CNY and 24.704 billion CNY respectively [2]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.99%, closing at 1443.39 points, with a total trading volume of 5.729 billion shares and a turnover of 309.373 billion yuan, resulting in an average turnover rate of 2.92% [1] - Among the tradable stocks on the STAR Market, 371 stocks closed higher, with 28 stocks increasing by over 10%, including Yinos, Fuxin Technology, and Anda Intelligent, which hit the daily limit [1] - The distribution of turnover rates shows that 11 stocks had turnover rates exceeding 20%, while 39 stocks had rates between 10% and 20% [1] High Turnover Stocks - The stock with the highest turnover rate was Hengkong New Materials, which closed at 62.06 yuan, up 19.99%, with a turnover rate of 41.79% and a trading volume of 1.222 billion yuan [3] - Other notable high turnover stocks included Jianxin Superconducting, which rose by 8.99% with a turnover rate of 37.03%, and Qiangyi Co., which increased by 12.55% with a turnover rate of 31.76% [3][4] Sector Analysis - In the high turnover stocks, the electronics sector had the most representation, with 63 stocks, followed by the pharmaceutical and biological sector with 23 stocks, and the national defense and military industry with 17 stocks [2] - Among the high turnover stocks, 129 stocks saw an increase, with Hengkong New Materials, Shengbang Safety, and Bibet hitting the daily limit [2] Capital Flow - A total of 99 stocks in the high turnover category experienced net inflows of main funds, with the highest net inflows recorded for Dekeli, Huahong Company, and Hengkong New Materials, amounting to 461 million yuan, 262 million yuan, and 223 million yuan respectively [2] - Conversely, the stocks with the largest net outflows included Lvdihui, Chengdu Xian Dao, and Huasheng Lithium Battery, with outflows of 318 million yuan, 142 million yuan, and 140 million yuan respectively [2] Leverage Fund Movements - Among the high turnover stocks, 107 stocks recently received net purchases from leveraged funds, with significant increases in financing balances for Qiangyi Co., Xinyuan Co., and Huahong Company, which rose by 584 million yuan, 522 million yuan, and 459 million yuan respectively [2]

Summary of Dongwei Semiconductor's Conference Call Company Overview - **Company**: Dongwei Semiconductor - **Industry**: Brain-Computer Interface (BCI) and Power Solutions Key Points on Brain-Computer Interface Technology - **Liquid Flexible Electrode Technology**: Dongwei's liquid flexible electrode technology utilizes hydraulic injection to stiffen probes, eliminating the need for tungsten needle assistance. This method has shown a reduction in trauma by approximately 70% in mouse experiments, with ongoing trials in macaques expected to further validate its effectiveness in humans [2][3][5]. - **Comparison with Competitors**: Compared to companies like Neuralink, Dongwei's technology significantly reduces neuronal damage and immune response, enhancing long-term reliability. The effectiveness of their electrodes has improved by over 70% in animal tests [2][5][6]. - **Strategic Partnerships**: Dongwei has formed strategic collaborations with top hospitals, including Huashan Hospital, to support clinical applications and research [2][10]. - **Investment in R&D**: The company plans to invest a total of 1.5 billion yuan in chip development over three years, with an annual investment of approximately 100 million yuan in electrodes, clinical applications, and algorithms [2][11]. Development Plans and Market Position - **Full Industry Chain Control**: Dongwei aims to be a comprehensive invasive BCI company, controlling all aspects from electrodes to chips, algorithms, and clinical processes. This positions them uniquely in the market, as few domestic startups possess such capabilities [10][12]. - **Clinical Trials and Commercialization**: The company anticipates rapid commercialization of its products, potentially faster than competitors like Neuralink, due to lower costs and supportive policies in China. They expect to achieve significant clinical applications within two to three years [12][21]. - **Challenges in Chip Development**: Key challenges in BCI chip development include integrating various technologies such as digital, analog, power, transmission, and RF. Dongwei has accumulated expertise in these areas and plans to acquire or invest in relevant teams to enhance their product offerings [9][10]. Financial and Market Insights - **Cost Structure**: The cost of neural electrodes is influenced by various factors, with the most significant expenses arising from clinical procedures and maintenance rather than the electrodes themselves. As production scales up, marginal costs are expected to decrease [7]. - **Market Demand**: There is a strong domestic demand for specialized BCI chips, and Dongwei aims to meet this need through independent research and development [9][11]. Future Outlook - **Technological Aspirations**: Dongwei envisions BCI technology not only addressing disabilities but also enhancing the quality of life for the aging population, positioning it as a universal technology for human welfare [21][22]. - **Power Solutions Expansion**: The company is also focusing on power solutions, particularly in AI server power supply and silicon carbide devices, which are expected to see significant growth in the coming years [15][16][17]. Additional Insights - **Competitive Landscape**: Dongwei acknowledges the competitive nature of the semiconductor and BCI markets, with ongoing efforts to enhance their market share against established international players [18][19]. - **Long-term Vision**: The company aims to become a leading provider of advanced power solutions, focusing on efficient energy conversion and addressing structural opportunities in various sectors, including AIDC and renewable energy [22].

（文章来源：证券时报网） 数据宝统计，截至10:18，东微半导成交额15.43亿元，创上市以来新高。最新股价上涨6.59%，换手率 11.56%。上一交易日该股全天成交额为11.51亿元。（数据宝） ...

数据宝统计，截至09:58，东微半导成交额11.68亿元，创2022年2月11日以来新高。最新股价上涨 13.30%，换手率8.69%。上一交易日该股全天成交额为11.51亿元。（数据宝） （文章来源：证券时报网） ...

资金流向方面，该股今日全天主力资金净流入1.15亿元。（数据宝） 东微半导1月5日龙虎榜 1月5日东微半导（688261）收盘价98.41元，收盘涨停，全天换手率10.07%，振幅13.77%，成交额11.51 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.31亿元， 其中，买入成交额为2.85亿 元，卖出成交额为1.46亿元，合计净买入1.39亿元。具体来看，今日上榜的前五大买入营业部中，有1家 机构专用席位现身，即买一，买入金额分别为14055.79万元，沪股通为第二大买入营业部，买入金额为 5238.73万元，营业部合计买入9249.74万元。卖出营业部中，有1家机构专用席位现身，即卖二，卖出金 额分别为3096.09万元，沪股通为第一大卖出营业部，卖出金额为4544.08万元，营业部合计卖出6961.90 万元。买卖金额相抵，机构专用席位今日净买入该股1.10亿元，沪股通今日净买入该股694.65万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 14055.79 | | ...

龙虎榜机构热股 | 上榜热股 | 实时涨跌幅♀ 买/卖家数↕ | | | --- | --- | --- | | 藍色光标 | +19.97% | 2/0 | | 300058.SZ | | | | 海科新源 | +6.35% | 4/2 | | 301292.SZ | | | | 东微半导 | | | | 600761 CC | +20.00% | 1/1 | 蓝色光标 公司针对出海广告主的AI营销工具，全资子公司蓝色宇宙发布一款在线AI视频生产平台——蓝标分身，可以降低了音视频制作的难度。 龙虎榜知名游资 一、脑科学 道氏技术 个股龙虎榜 公司控股子公司香港佳纳以3000万美金认购强脑科技Pre-B轮优先股 赛诺医疗 个股龙虎榜 公司与脑机接口行业伙伴一起为脑机接口价值链提供更安全、更可扩展且更具成本效益的技术支持,以突破性解决方案推动行业跨越式发展 今天机构龙虎榜上榜34只个股，净买入18只，净卖出16只。当日机构买入最多的个股前三位是：蓝色光标（1.86亿）、海科新源（1.17亿）、东微半导 （1.12亿）。 二、半导体 恒烁股份 个股龙虎榜 公司主营存储芯片和MCU芯片，产品包括NOR Flash芯 ...