2月24日，南芯科技大宗交易成交30万股，成交额1272万元，占当日总成交额的4.2%，成交价42.4元， 较市场收盘价42.83元折价1%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 类出管业部 | | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-24 | 南芯科技 | 688484 | 42.4 | 903.12 | 21.3 | รีสิตยสินิ | 机构专用 | | Ka | | | 2026-02-24 | 南芯科技 | 688484 | 42.4 | 368.88 | 8.7 | รีติสริย์ส | 机构专用 | | Ka | | ...

近年来，南芯科技在高端消费电子、汽车电子、工业三大方向持续实现业务突破。2025年公司收入规模预计再创新高，汽车电子和工业业务占比 有望较上一年提升，2026年占比将继续提升，公司对整体业务规模成长具备信心。 2025年是公司出海战略元年。2026年公司有为知名韩国客户出货多款芯片产品，目前韩国客户订单饱满，预计2026年将导入更多品类，业务规模 快速扩大。公司正加大海外业务布局，拓展欧洲、北美等多地客户机会，智能汽车电子、高端消费电子等领域均为海外业务拓展重心，未来海外 客户业务占比有望进一步提升。 在AI算力电源领域，公司2025年三季度已正式为客户推出应用于AI PC、边缘服务器领域的多相控制器。公司高度重视AI服务器电源领域业务机 会，正积极布局AI算力电源生态，重点聚焦大电流领域，包括多相控制器、DrMOS、大电流DCDC、大电流PMIC等，同时持续加快中高压侧电 源领域相关电源、驱动等芯片的研发布局，目前已正式推出700V高压GaN半桥功率芯片、大功率LLC SR控制器等产品。公司对AI算力电源相关 业务发展具备信心。 近日，南芯科技在投资者互动平台表示，公司在AI端侧主要为AI手机、AI眼镜、A ...

| 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-12 | 南芯科技 | 688484 | 42.91 | 772.38 | 18 | 公司有限公司。 | 机构专用 | Ka | | 2026-02-12 | 南芯科技 | 688484 | 42.91 | 309.81 | 7.22 | 2012017 | 机构专用 | ки | | 2026-02-12 | 南芯科技 | 688484 | 42.91 | 205.11 | 4.78 | 第一次第一次 | 机构专用 | 증 | 2月12日，南芯科技大宗交易成交30万股，成交额1287.3万元，占当日总成交额的5.91%，成交价42.91 元，较市场收盘价43.34元折价0.99%。 ...

Group 1 - The core viewpoint of the article highlights the performance of the CSI 1000 Enhanced ETF (159680), which rose by 0.76% to 1.732 yuan with a trading volume of 28.7856 million yuan as of the midday close [1] - The fund's performance benchmark is the CSI 1000 Index return, and it has achieved a return of 71.34% since its establishment on November 18, 2022, with a one-month return of 4.69% [1] - The major holdings of the CSI 1000 Enhanced ETF include companies such as O-film Technology, which fell by 0.50%, and Huayang Group, which increased by 2.54% [1] Group 2 - The fund is managed by China Merchants Fund Management Co., with fund managers Cai Zhen and Wen Yu overseeing its operations [1] - The article provides a detailed breakdown of the performance of individual stocks within the ETF, indicating mixed results among its top holdings [1]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-10 | 南芯科技 | 688484 | 42.34 5.06 | 214.24 | 中信证券股份有限 场所) | 机构专用 | | | 大宗交易信息 | | | | | | | | | 股票基金信息 | | | | | | | | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | | 2026-02-10 | 南芯科技 | 688484 | 42.34 17.74 | 751.11 | 中信证券股份有限公司总部(菲雪亚 | 机构专用 | | | 2026-02-10 | 南芯科技 | 688484 | 中信证券股份有限公司总部(非营业 42.34 7.2 | 304.85 | | 机构专用 | | 2月10日，南芯科技大宗交易成交30万股，成交额1270.2万元，占当日总 ...

2月9日，南芯科技大宗交易成交20万股，成交额843.6万元，占当日总成交额的1.9%，成交价42.18元， 较市场收盘价42.61元折价1.01%。 | 交易日期 | 证券調稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | | 类出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 南芯科技 | 688484 | 42.18 | 600.22 | 14.23 | 去日常都有望 场所) | 机构专用 | | | M | | 2026-02-09 | 南芯科技 | 688484 | 42.18 | 243.38 | 5.77 | 去筒更新增加盟 | 机构专用 | | | Ka | ...

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power supply sector [1] Group 1: Product Development - The company is actively laying out the AI computing power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the development of its business related to AI computing power supply [1]

Core Viewpoint - Company is experiencing tight capacity in wafer foundry and packaging testing due to factors such as AI demand and shifts in capacity orders, leading to strategic partnerships with key foundries and testing manufacturers [1] Group 1: Capacity and Demand - Company has established deep strategic partnerships with important wafer foundry and packaging testing manufacturers to address capacity supply and wafer allocation [1] - Current capacity planning aligns with the company's future order demands, indicating proactive management in response to market conditions [1] Group 2: Supply Chain and Cost Management - There are instances of price increases within the supply chain, prompting the company to actively communicate and coordinate with key suppliers [1] - Company is implementing cost control measures while ensuring effective capacity matching [1]

Core Viewpoint - Company Nanchip Technology (688484.SH) is set to initiate its overseas strategy in 2025, with significant orders expected from a well-known South Korean client in 2026, indicating a robust growth trajectory in its business operations [1] Group 1 - The company anticipates a substantial increase in product shipments to the South Korean client, with a full order book for 2026 and expectations for more product categories to be introduced [1] - Nanchip Technology is intensifying its overseas business expansion, targeting opportunities in Europe and North America [1] - Key focus areas for the company's overseas business development include smart automotive electronics and high-end consumer electronics, suggesting a strategic alignment with growing market demands [1]

Core Viewpoint - The company focuses on high-performance, low-power, and long-lasting power solutions for AI glasses, exemplified by its collaboration with Alibaba on the Quark AI glasses [1] Group 1: Product Development - The company has developed the first domestic battery balancing current limiting IC, which effectively addresses the balancing issue of dual batteries in the Quark AI glasses [1] - This solution ensures synchronous charging and discharging of both batteries, providing a stable power foundation for 24-hour long-lasting performance of AI glasses [1] Group 2: Market Position - The company's products in the AI glasses sector have already been supplied to multiple well-known brand clients [1]