证券日报网2月6日讯，中微半导在接受调研者提问时表示，公司的主要晶圆代工厂是华虹半导体，主要 封装厂是华天。 ...

Core Viewpoint - The company is utilizing the NORD process for NOR Flash high-density storage manufacturing, which is considered a cutting-edge technology. [1] Group 1: Production and Capacity - The production capacity of the NOR products is a trade secret and cannot be disclosed at this time. [1] - The company can adjust production capacity between NOR and MCU due to the shared manufacturing process. [1] - NOR products are currently in mass production but have not yet generated sales revenue. [1]

证券日报网2月6日讯，中微半导在接受调研者提问时表示，公司库存经过过去一两年优化，库存大幅减 少，多数在销品库存量在6个月的销售量之内；公司下游客户，无论是经销商还是终端客户，他们的库 存水位不高，甚至说低于行业平均水平。 ...

今日看点 2月5日重点关注的财经要闻与资本市场大事： 1、国新办将举行市场监管服务经济高质量发展情况新闻发布会 2月5日上午10时，国新办将举行新闻发布会，国家市场监督管理总局副局长、国家标准化管理委员会主任邓志勇介绍市场监管服务经济高质量发展情况，并 答记者问。 2、商务部将召开新闻发布会，介绍近期商务领域重点工作有关情况 2月5日下午3时，商务部将举行新闻发布会，新闻发言人介绍近期商务领域重点工作有关情况，并答记者问。 2月5日，10家公司共发布10个股票回购相关进展。其中，1家公司股东提议回购公司股份，2家公司首次披露股票回购预案，4家公司披露股票回购实施进 展，3家公司回购方案已实施完毕。 从股东提议回购方案来看，高伟达股东提议回购不超3500万元。从首次披露回购预案来看，泸州老窖、劲旅环境分别拟回购不超293.76万元、110.7万元。 6、美国当周初请失业金人数等数据将公布。 （数据来源Wind，内容不构成任何投资建议） 经济观察网 编辑 王俊勇 整理 2月5日上午10时，国台办将举行例行新闻发布会，发言人就近期两岸热点问题回答记者提问。 4、140.19亿元市值限售股今日解禁 2月5日，共有8家 ...

Summary of Key Points Core Viewpoint - On February 5, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 449 million shares, amounting to a market value of 14.019 billion yuan based on the latest closing prices [1] Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes were Zhongwei Semiconductor, Youkeshu, and Chongqing Bank, with unlock shares of 231 million, 207 million, and 3.4634 million respectively [1] - In terms of unlock market value, Zhongwei Semiconductor, Youkeshu, and SIRUI had the highest values, amounting to 11.877 billion yuan, 1.429 billion yuan, and 563 million yuan respectively [1] Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital were Zhongwei Semiconductor, Youkeshu, and SIRUI, with ratios of 57.77%, 22.33%, and 2.21% respectively [1]

Group 1 - A total of 8 companies have their restricted shares unlocked on February 5, with a combined unlock volume of 449 million shares, valued at 14.019 billion yuan based on the latest closing prices [1] - The companies with the highest unlock volumes are Zhongwei Semiconductor, Yekeshu, and Chongqing Bank, with unlock shares of 231 million, 207 million, and 3.4634 million respectively [1] - In terms of unlock value, Zhongwei Semiconductor, Yekeshu, and SIRUI have the highest values, amounting to 11.877 billion yuan, 1.429 billion yuan, and 563 million yuan respectively [1] Group 2 - The companies with the highest unlock ratios relative to their total share capital are Zhongwei Semiconductor, Yekeshu, and SIRUI, with unlock ratios of 57.77%, 22.33%, and 2.21% respectively [1]

华商上证科创板综合指数增强A（023897）基金经理为艾定飞、海洋。 截至发稿，艾定飞累计任职时间7年73天，现任基金资产总规模11.59亿元，任职期间最佳基金回报 153.22%， 任职期间最差基金回报-15.35%。 海洋累计任职时间2年34天，现任基金资产总规模17.53亿元，任职期间最佳基金回报67.11%， 任职期 间最差基金回报14.73%。 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4日，中微半导跌5%，截至发稿，报50.90元/股，成交7.40亿元，换手率8.49%，总市值203.79亿元。 资料显示，中微半导体(深圳)股份有限公司位于广东省深圳市前海深港合作区南山街道桂湾三路91号景 兴海上大厦2101,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2001年6月22日，上市日期2022年 8月5日，公司主营业务涉及数模混合信号芯片、模拟芯片的研发、设计与销售。主营业务收入构成为： ...

今日具体限售解禁股情况如下： 智通财经APP获悉，2月4日共有1家上市公司的限售股解禁，解禁总市值约37.56亿元。 股票简称 股票代码 限售股类型 解禁股数 中微半导 688380 2.31亿 ...

Core Viewpoint - The current semiconductor cycle is experiencing a price surge, initially driven by memory chips and now spreading to non-memory sectors such as power chips and analog chips, indicating a shift from structural prosperity to a comprehensive recovery in the semiconductor industry [2][4]. Group 1: Price Surge Dynamics - The price increase in memory chips is a reflection of strong demand from high-end applications like AI servers, leading to a reconfiguration of the supply-demand structure across the industry [4][6]. - Several non-memory chip manufacturers have announced price hikes, citing rising raw material costs and tight supply as reasons for the adjustments [5][6]. - Companies like 中微半导 and 国科微 have implemented significant price increases, with some products seeing hikes of up to 80%, indicating a widespread trend rather than isolated incidents [5][6]. Group 2: Impact on Non-Memory Chip Companies - Non-memory chip design companies are under pressure to pass on cost increases and achieve profit elasticity, making their performance recovery and valuation enhancement critical for market attention [3][7]. - The price surge is expected to lead to improved financial performance for power semiconductor companies, with士兰微 projecting a net profit increase of 50% to 80% for 2025 [7]. - 中微半导 anticipates a revenue growth of 23.07% and a net profit increase of 107.55% in 2025, driven by rising demand and price adjustments [8]. Group 3: Market Outlook and Investment Opportunities - The current price increase cycle is seen as a reversal of the supply-demand dynamics, with companies that have strong market shares and pricing power likely to benefit the most [8]. - Companies with products at the price bottom and greater elasticity, such as certain automotive-grade MCUs, are expected to be significant beneficiaries during this price surge [8]. - Firms closely tied to high-growth sectors like AI and renewable energy are also highlighted as key players to watch in this evolving market landscape [8].

Core Viewpoint - The current semiconductor cycle is experiencing a price surge that is expanding from memory chips to non-memory sectors such as power chips and analog chips, driven by the explosive demand for AI computing power [1][2]. Group 1: Price Surge Dynamics - The price increase in memory chips is leading to a chain reaction across the semiconductor industry, affecting various segments including LED drivers, analog chips, power devices, and MCUs [2][4]. - Multiple A-share semiconductor companies have issued price increase notices, indicating a widespread trend of price hikes across the industry [1][2]. - The price adjustments range significantly, with some companies like Zhongwei Semiconductor increasing prices by 15% to 50% for certain products, while others have reported increases as high as 80% [3][4]. Group 2: Causes of Price Increases - The primary reasons for the price surge include a significant rise in costs across the entire supply chain, driven by increasing prices of raw materials and higher manufacturing costs due to price hikes from wafer foundries and packaging/testing services [4]. - The allocation of upstream capacity is increasingly focused on higher-margin products like memory chips, leading to a squeeze on traditional products such as analog chips and power semiconductors [4]. Group 3: Market Impact and Performance Outlook - The price surge is expected to lead to a recovery in performance for non-memory chip companies, with several firms already forecasting significant profit increases for 2025 [5][6]. - For instance, Silan Microelectronics anticipates a net profit increase of 50% to 80% for 2025, while Zhongwei Semiconductor expects a revenue growth of 23.07% and a net profit increase of 107.55% [6][7]. - Analysts suggest that the return of pricing power due to supply-demand dynamics will benefit companies with strong market positions and pricing capabilities, particularly in segments tied to AI and new energy [6][7].