重要的消息有哪些 1．国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。 2．英国首相斯塔默将于1月28日至31日对中国进行正式访问，这将是英国首相时隔8年首次访华。商务部新闻发言人27日就中英经贸合作情况答记者问时 表示，访问期间，商务部拟与英方签署贸易投资合作方面成果文件，力争打造中英经贸合作的新增长点。 3．近日，中国人民银行召开2026年反洗钱工作会议。会议要求，2026年要充分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗 钱重点工作。一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。二是全力做好第五轮反洗钱国际评估工作，推进我国反洗钱工作高质 量发展。三是有序推动新修订的《中华人民共和国反洗钱法》和相关制度落地实施，进一步发挥反洗钱工作部际联席会议机制作用。四是切实提高金融机 构和特定非金融机构反洗钱监管能力，不断提升受益所有人信息管理工作质量。五是建立打击治理洗钱违法犯罪常态化工作机制，进一步提升反洗钱监测 分析能力。 6．近期，印度暴发尼帕病毒病疫情引发关注。国家疾控局有关负责人表示，目前我国尚未发现尼 ...

Group 1: Semiconductor Industry - Two major semiconductor companies, Zhongwei Semiconductor and Guokewai, announced price increases, with the highest increase reaching 80% [1] - Zhongwei Semiconductor decided to raise prices for MCU and Norflash products by 15% to 50% [1] - Guokewai announced a 40% price increase for 512Mb KGD products and a 60% increase for 1Gb KGD products, indicating a potential super cycle in memory chips driven by AI demand and domestic substitution [1] Group 2: Market Trends - The US stock market saw a significant rise in technology stocks, with the S&P 500 reaching a historical high, while the dollar index fell over 1%, marking its largest four-day decline since April of last year [2] - Gold prices surged, with spot gold rising by 3.3%, and oil prices increased due to geopolitical tensions and adverse weather conditions in the US [2] Group 3: Macroeconomic Indicators - The People's Bank of China reported that by the end of Q4 2025, the balance of RMB real estate loans is expected to decrease by 1.6% year-on-year, amounting to a reduction of 96.36 billion yuan [3] - The balance of real estate development loans is projected to decline by 3.0% year-on-year, totaling a decrease of 35.75 billion yuan [3] - The balance of personal housing loans is anticipated to drop by 1.8% year-on-year, resulting in a reduction of 67.68 billion yuan [3] Group 4: UK-China Relations - UK Prime Minister Starmer is set to visit China for the first time in eight years, with plans to sign trade and investment cooperation documents [4] - The visit will include over 50 executives from major UK companies across various sectors, indicating a focus on enhancing bilateral trade relations [4]

据产业链消息，另一家半导体公司国科微也对客户发出涨价函，国科微宣布自1月起对合封512Mb的 KGD（已知合格芯片）产品涨价40%，对合封1Gb的KGD产品涨价60%，对合封2Gb的KGD涨价80%， 对外挂DDR的产品价格另行通知。 本轮存储芯片价格上扬主要源于人工智能服务器需求的持续爆发。由于AI服务器对高性能存储芯片的 消耗量激增，导致传统消费电子、工业控制等领域的芯片供应出现结构性短缺。这种供需失衡现象在存 储原厂的产能分配策略下进一步加剧，部分厂商将更多产能转向高利润的服务器市场。 智通财经获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产品将 不同程度涨价。中微半导发布的涨价通知函显示，受当前全行业芯片供应紧张、成本上升等因素的影 响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前严 峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Norflash等产品进行价格调 整，涨价幅度15%~50%。若后续成本再次发生大幅变动，价格也将跟进调整。 TrendForce的数据显示，第四季度DDR5 DRAM 芯片的价格 ...

野村证券认为，这一轮始于2025年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增供 给最早要到2028年初期才会出现。野村分析师团队表示，投资者们在2026年应继续超配存储龙头，把存 储芯片价格—利润—估值三击作为2026年存储投资主线，而不是仅把存储当HBM单一题材，该机构预 计三大存储芯片公司(三星电子、SK海力士、美光科技)盈利将创历史新高。 相关概念股： 智通财经APP获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产 品将不同程度涨价。中微半导发布的涨价通知函显示，受当前全行业芯片供应紧张、成本上升等因素的 影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前 严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Norflash等产品进行价格 调整，涨价幅度15%~50%。若后续成本再次发生大幅变动，价格也将跟进调整。 据产业链消息，另一家半导体公司国科微也对客户发出涨价函，国科微宣布自1月起对合封512Mb的 KGD（已知合格芯片）产品涨价40%，对合封1Gb的KGD产品涨价60%，对合封2Gb ...

重要新闻提示 宁波富邦：预计2025年归母净利润同比增长3099.59%—4379.43% 中微半导：发布涨价通知函，决定对MCU、Norflash等产品进行价格调整，涨价幅度15%—50% 嘉事堂：股东正筹划公司控制权变更事项，今起停牌 今日提示 科创板新股恒运昌（688785）、北交所新股农大科技（920159）今日上市 鸣鸣很忙今日在港交所挂牌上市，成为港股"量贩零食第一股" 央行公开市场今日有3635亿元逆回购到期 财政部、央行：今日进行2026年中央国库现金管理商业银行定期存款（一期）招投标 国新办今日上午10时举行新闻发布会，国务院国资委副主任庞骁刚介绍2025年国资央企高质量发展情 况，并答记者问 财经新闻 1.国家统计局1月27日发布数据显示，2025年，全国规模以上工业企业实现利润总额73982亿元，比上年 增长0.6%。 2.中国人民银行1月27日消息，中国人民银行日前召开2026年反洗钱工作会议。会议要求，2026年要充 分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗钱重点工作。 具体看，一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。 二是全力做好第五 ...

Group 1 - Company Zhongwei Semiconductor (中微半导) announced a price increase of 15% to 50% for products such as MCU and Nor flash due to severe supply-demand conditions and significant cost pressures [1][4] - The price adjustment is influenced by industry-wide chip supply tightness, increased costs, and longer delivery cycles for packaged products [4][5] - Zhongwei Semiconductor expects a net profit of approximately 284 million yuan for 2025, representing a year-on-year increase of about 107.55% [5] Group 2 - Company Guokewi (国科微) has also issued a price increase notice, raising prices for KGD products by 40% to 80% depending on the specifications [6][8] - Guokewi anticipates a net loss of 18 to 25 million yuan for 2025, primarily due to not adjusting product prices in response to rising raw material costs [8] - As of January 27, Guokewi's stock price was 144 yuan per share, with a market capitalization of 31.3 billion yuan [11]

Group 1 - Two semiconductor companies, Zhongwei Semiconductor and Guokewi, announced price increases for their chips due to severe supply-demand conditions and rising costs [1][3] - Zhongwei Semiconductor will raise prices for MCU and Nor flash products by 15% to 50%, citing longer delivery cycles and increased costs for packaging and testing [1][3] - Guokewi has issued a price increase of 40% for 512Mb KGD products, 60% for 1Gb KGD products, and 80% for 2Gb KGD products, with further adjustments to be announced for other products [5][7] Group 2 - Zhongwei Semiconductor expects a net profit of approximately 284 million yuan for 2025, representing a year-on-year increase of about 107.55% [3] - Guokewi anticipates a net loss of 18 million to 25 million yuan for 2025, primarily due to not adjusting product prices in response to rising raw material costs [7] - As of January 27, Zhongwei Semiconductor's stock price was 45.71 yuan per share, with a market capitalization of 18.3 billion yuan, while Guokewi's stock price was 144 yuan per share, with a market capitalization of 31.3 billion yuan [3][7]

Group 1: Semiconductor Industry - The semiconductor industry is currently facing systemic cost pressures, with companies like Zhongwei Semiconductor and Guoke Micro announcing price increases of 15%-50% for products such as MCU and Norflash due to supply chain constraints and rising costs [1][2] - The packaging and testing costs have significantly increased, particularly for standard products like MCU and Norflash, leading to longer delivery cycles and greater operational pressure on companies [2] - The demand for DRAM and NAND Flash from major manufacturers is driving up orders for storage testing companies, with price increases of up to 30% expected as capacity utilization approaches full load [2] Group 2: Natural Gas Market - A severe winter storm has caused natural gas prices in the U.S. to surge, with Henry Hub futures reaching $7.43 per million British thermal units, a 140% increase since January 16 [3] - Spot prices in the northeastern U.S. have skyrocketed to between $50 and $150 per million British thermal units due to the storm, which has resulted in significant fatalities [3] - Short-term oil prices are under pressure from tariff policies and OPEC+ production increases, but geopolitical risks and global demand resilience may support oil price stability [3] Group 3: Artificial Intelligence - DeepSeek has launched a new document recognition model, DeepSeek-OCR2, which features a self-developed visual encoder that enhances semantic understanding [4] - The AI application landscape is expected to accelerate significantly by late 2025 to early 2026, with major tech companies making strategic moves in the AI space [4] - The upcoming release of DeepSeek's V4 model is anticipated to create competitive pressure on overseas closed model vendors, potentially reshaping the global AI market [5] Group 4: Brain-Computer Interface - The Brain-Computer Interface (BCI) industry is transitioning from laboratory research to clinical and consumer applications, with significant policy support and technological advancements driving this shift [5] - The BCI has been included in China's "14th Five-Year Plan" as a key development area, with independent billing projects set to be established by 2025 [5] - Non-invasive BCI technologies are already in mass production for rehabilitation and focus training, with companies like Neuralink planning to scale production of BCI devices [5] Group 5: Macro and Industry News - China Aviation Engine Corporation has outlined its strategic tasks for the "14th Five-Year Plan," focusing on accelerating the development of aviation engines and achieving technological self-reliance [6] - A major green hydrogen project in Inner Mongolia has undergone a significant capacity increase, now featuring 308 alkaline electrolysis cells and 152 PEM devices [7] - The National Energy Administration has established several standardization technical committees related to the hydrogen energy sector [7]

国科微还表示，对于第二季度的价格涨幅，公司会根据第二季度KGD的涨幅进行调整，具体执行策略 另行通知。 互动易显示，国科微在1月初回复投资者时表示，AI时代下，多模态应用与企业级存储需求呈现爆发式 增长成为存储市场价格上涨的主要原因之一。相关报道显示，存储芯片的涨价风暴可能影响整个芯片品 类和电子产品制造链。 公司在日常经营中充分考虑市场需求、原材料成本周期、在手订单及库存等多 种因素，综合运用产能合作、提前备货、锁价等方式降本增效，并根据市场情况制定、调整价格策略， 及时满足下游客户需求，保障公司及股东利益。 同时，公司也正规划SoC平台DDR适配提速工作。 记者从产业链了解到，既存储芯片大幅涨价后，已有模拟芯片公司开始对部分产品进行涨价。 继存储芯片接连涨价后，芯片涨价的公司、品类都在扩容。 1月27日晚间，中微半导在官方微信号发布了涨价函，表示鉴于当前严峻的供需形势以及巨大的成本压 力，经过慎重研究，决定于即日起对MCU、Nor flash等产品进行价格调整，涨价幅度为15%至50%。 对于涨价原因，中微半导表示，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成品交付周 期变长，成本较此前大幅度增 ...

| | | 中微半导[688380] 2026-01-27 15:30 | | | 5PMA = | | 10PMA = 20PMA = 30PMA = | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 50.00 | | | | | | | | | | 47.21 | | | | | | | | | | 44.43 | | | | | | | | | | 41.64 | | | | | | | | | | 38.86 | | | | | | | | | | 36.07 | | | | | | | | | | 33.28 | | | | | | | | | | 30.50 | | | | | | | | | | 27.71 | | | | | | | | | | 60.19万 | 成交量:363084 | | | | | | | | | 45.15万 | | | | | | | | | | 30.10万 | | | | | | | | | | 15.05万 | | | | | | | | | | | | | 8 | | | == | | ...