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 | | ...

Group 1: Institutional Trading Insights - A total of 34 stocks were listed on the institutional trading leaderboard, with 18 stocks experiencing net buying and 16 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: BlueFocus (¥186 million), Haike Xinyuan (¥117 million), and Dongwei Semiconductor (¥112 million) [1] Group 2: Stock Performance and Innovations - BlueFocus saw a price increase of 19.97% with 2 buyers and no sellers, while Haike Xinyuan increased by 6.35% with 4 buyers and 2 sellers [2] - BlueFocus launched an online AI video production platform called "BlueMark Avatar," aimed at reducing the difficulty of audio and video production for overseas advertisers [2] - The brain-computer interface (BCI) sector is gaining traction, with significant advancements in policy, technology, and financing, as highlighted by Fangzheng Securities [3] - The BCI industry is expected to see nearly 30 financing rounds in 2025, totaling over ¥5 billion, with several companies advancing towards IPOs [3] Group 3: Semiconductor Sector Developments - Hengshuo Co., Ltd. specializes in storage chips and MCU chips, including NOR Flash chips and is developing AI chips based on NOR flash technology [4] - Purun Co., Ltd. is planning to acquire control of Noah Changtian, which focuses on providing mid-to-high-end 2D NAND and derivative storage products [5] - The semiconductor market is experiencing significant gains, with major companies like SanDisk and Micron seeing stock price increases of nearly 16% and over 10%, respectively [5] - The Hong Kong stock market is also performing well, with companies like Birun Technology and Huahong Semiconductor seeing substantial stock price increases [6] - Overseas investment banks anticipate potential increases in capital expenditures for semiconductor companies in 2026, with TSMC and ASML expected to exceed performance expectations [7]

Summary of Key Points Core Viewpoint - On January 5, a total of 44 stocks were involved with institutional investors, with 19 stocks showing net buying and 25 stocks showing net selling [1]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - BlueFocus: Net buying amount of 186.29 million yuan, with a daily increase of 19.97% [2] - Haike New Source: Net buying amount of 117.24 million yuan, with a daily increase of 6.35% [2] - Dongwei Semiconductor: Net buying amount of 109.60 million yuan, with a daily increase of 20.00% [2] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Wuzhou Xinchun: Net selling amount of 221 million yuan [1] - Zhongchao Holdings: Net selling amount of 220 million yuan [1] - Salt Lake Co.: Net selling amount of 155.81 million yuan [3]

东微半导今日20cm涨停，成交额11.51亿元，换手率10.07%，盘后龙虎榜数据显示，沪股通专用席位买 入5238.73万元并卖出4544.08万元，1家机构专用席位净买入1.41亿元，有1家机构专用席位净卖出 3096.09万元。 ...

Market Overview - The A-share market saw a strong opening on January 5, with the Shanghai Composite Index returning to 4000 points, closing at 4011.45, up 1.07% [1] - The Shenzhen Component Index rose by 1.87%, and the ChiNext Index increased by 2.15% [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion yuan, an increase of 323.8 billion yuan compared to the previous trading day [3] Stock Performance - A total of 4064 stocks rose, with 99 stocks hitting the daily limit, while 1236 stocks declined [3] - The sectors that performed well included insurance, medical devices, semiconductors, and gaming, with brain-computer interface concept stocks experiencing significant gains [3] Sector Highlights Brain-Computer Interface - Brain-computer interface stocks surged, with several companies hitting the daily limit [6] - Notable performers included Xiangyu Medical, Guanhao Biological, Meihua Medical, Aipeng Medical, and Lepu Medical, all recording a 20% increase [6][7] - Elon Musk's Neuralink announced plans for large-scale production of brain-computer interface devices by December 31, 2026, which is expected to revolutionize the field by reducing invasiveness [9] Semiconductor Sector - The semiconductor sector also showed strength, with multiple stocks reaching their daily limit [10] - Key performers included Dongwei Semiconductor and *ST Tianlong, both achieving a 20% increase [11] - TSMC announced it received U.S. government approval to import chip manufacturing equipment to its Nanjing facility in 2026, which is a positive development for the sector [12] Insurance Sector - The insurance sector experienced a rally, with significant gains from major companies [13] - Xinhua Insurance rose by 7.53%, China Pacific Insurance by 6.16%, and China Life Insurance by over 5% [13][14] - The insurance industry reported a total premium income of 57.629 billion yuan for the first 11 months of 2025, a year-on-year increase of 7.6% [14]

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, with various sectors such as equipment, materials, and wafer foundry showing strong performance, particularly on January 5th, where several stocks saw substantial gains [1][2]. Group 1: Stock Performance - Dongwei Semiconductor led the semiconductor sector with a rise of nearly 19%, while other stocks like Qiangyi and Xidian also saw increases of over 17% and 14% respectively [1][2]. - Qiangyi, which went public on December 30, 2025, at an issue price of 85.09 CNY per share, has surged to 301 CNY, representing an increase of nearly 254% [2]. Group 2: Corporate Developments - Zhongwei Company announced a plan to acquire 64.69% of Hangzhou Zhonggui Electronics through a share issuance and cash payment, and resumed trading on January 5th [3]. - Huahong Company released a draft for acquiring 97.5% of Huali Micro through share issuance, while SMIC disclosed a plan to acquire 49% of its subsidiary, SMIC North [3]. Group 3: Industry Outlook - Dongwei Semiconductor's stock performance is attributed to its involvement in brain-machine interfaces, humanoid robots, and the mass production of SiC devices [4]. - The semiconductor market is projected to reach a size of 975.46 billion USD in 2026, reflecting a year-on-year growth of 26.3% [4]. - The global semiconductor equipment manufacturing sales are expected to continue growing, with projections of 145 billion USD in 2026 and 156 billion USD in 2027 [4].

Group 1 - The semiconductor sector experienced a slight increase of 0.25% on December 29, with Dongwei Semiconductor leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Notable gainers in the semiconductor sector included Dongwei Semiconductor, which rose by 12.62% to a closing price of 80.29, and Hongwei Technology, which increased by 8.90% to 31.08 [1] Group 2 - The semiconductor sector saw a net outflow of 4.458 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.929 billion yuan [2] - Key stocks with significant net inflows from retail investors included Xinyuan Co., which had a net inflow of 3.88 billion yuan, and Dongwei Semiconductor, which saw a net inflow of 1.22 billion yuan [3] - Conversely, stocks like Pairui Co. and Jiamu Technology experienced notable net outflows, with Pairui Co. declining by 14.82% to 11.09 and Jiamu Technology down by 7.14% to 128.14 [2][3]

Group 1 - The core viewpoint of the article highlights the active performance of semiconductor stocks in the A-share market, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [2][3]. - The semiconductor index saw a rise of over 1.5%, with individual stocks like Maiwei Co. hitting a 20% limit up, and other companies such as Dongwei Semiconductor and Cambricon also experiencing significant gains [3]. - The National Venture Capital Guidance Fund aims to attract diverse investments from local governments, central enterprises, financial institutions, and private capital, focusing on strategic emerging industries and future industries [3]. Group 2 - In the South Korean stock market, major chip manufacturers like SK Hynix and Samsung Electronics have seen their stock prices rise significantly, with SK Hynix increasing by over 6% and Samsung Electronics by over 2% [4]. - The global semiconductor market is projected to reach $659.1 billion in 2024, reflecting a 20% year-on-year growth, with integrated circuits making up the largest share at 73.9% [6]. - Investment opportunities are emerging in the domestic semiconductor industry, particularly in third-generation semiconductor materials, computing chips, and RF communication chips, driven by national policies and international dynamics [6][7].

苏州城东，独墅湖畔，一场围绕微观世界的宏大产业叙事正澎湃展开。 作为中国改革开放的重要窗口，苏州工业园区将视野投向决定未来竞争高度的核心领域——半导体产 业，以近20年的精耕细作，构建起从设计、制造到封测、材料设备的完整产业链，成为我国半导体产业 资源集聚度最高、产业化程度最好的区域之一。 "还记得刚来的时候，这里还是一片芦苇荡，如今郁郁葱葱的产业森林已拔地而起。"苏州纳米科技发展 有限公司董事长张淑梅的感慨，将这片土地的起点与变迁娓娓道来。其发展脉络，清晰映射出中国在新 一代半导体领域从追赶到领跑的奋进征程。 时值初冬，苏州纳米城研发楼外暖阳轻抚，楼侧的洁净厂房则处于严格的恒温恒湿管控之下。实验区域 内，技术人员身着标准蓝色无尘服，通过隔离手套窗全神贯注地开展设备操作；扫描电镜下，芯片晶圆 表面的纳米级电路纹路清晰可辨，结构精密如微缩城区。这一幕幕，犹如庞大产业网络中的一个精密节 点，在无声中为苏州工业园区的半导体脉搏提供着动力。 2010年，园区在全国率先将纳米技术应用列为战略性新兴产业，而2013年正式投用的苏州纳米城，则从 此以十年如一日的恒心，肩负起平台搭建、生态培育的多重使命，将以第三代半导体为核 ...