进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为6949.64万元。 证券时报·数据宝统计显示，芯朋微今日收盘价为60.88元，上涨0.76%，日换手率为1.55%，成交额为 1.23亿元，全天主力资金净流出359.75万元，近5日该股累计下跌2.73%，近5日资金合计净流出5731.45 万元。 两融数据显示，该股最新融资余额为5.17亿元，近5日减少1063.04万元，降幅为2.02%。 芯朋微11月10日大宗交易平台出现一笔成交，成交量18.56万股，成交金额1002.24万元，大宗交易成交 价为54.00元，相对今日收盘价折价11.30%。该笔交易的买方营业部为招商证券股份有限公司无锡人民 中路证券营业部，卖方营业部为国信证券股份有限公司无锡观山路证券营业部。 11月10日芯朋微大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 18.56 | 1002 ...

证券代码：688508 证券简称：芯朋微 公告编号：2025-049 无锡芯朋微电子股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 会议召开时间：2025 年 11 月 19 日 （星期三） 13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 12 日（星期三） 至 11 月 18 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@chipown.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 无锡芯朋微电子股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 19 日（星期三） 13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行 ...

| Pro 212"s within children in Book Phone | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券高稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 奥出营业部 是否为专场 | | 025-11-10 | 芯朋餐 | 688508 | 54 1002.24 | 18.56 | 器曾是我校留非露 | 雲曾美餐類出喜怪 180 | 11月10日，芯朋微大宗交易成交18.56万股，成交额1002.24万元，占当日总成交额的7.52%，成交价54 元，较市场收盘价60.88元折价11.3%。 ...

Core Viewpoint - The company, Chipone Microelectronics (688508.SH), is experiencing significant growth in demand for custom chips driven by the rapid development of artificial intelligence and advanced computing markets [1] Group 1 - The global demand for custom chip business is increasing substantially [1] - The company currently has a robust order backlog for its custom chip business [1] - The company is fully committed to enhancing the execution of its existing orders [1]

格隆汇11月10日丨芯朋微(688508.SH)在投资者互动平台表示，公司暂不涉及变压器相关业务。 ...

格隆汇11月10日丨芯朋微(688508.SH)在投资者互动平台表示，目前公司暂未推出存储方面的相关产品 和技术。 ...

分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 芯朋微今年以来股价涨44.04%，近5个交易日跌6.37%，近20日跌13.31%，近60日涨2.44%。 资料显示，无锡芯朋微电子股份有限公司位于江苏省无锡市新吴区长江路16号芯朋大厦，成立日期2005 年12月23日，上市日期2020年7月22日，公司主营业务涉及电子元器件、集成电路及产品的研发、设 计、生产、销售及相关技术服务。主营业务收入构成为：集成电路99.60%，其他(补充)0.40%。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：碳化硅、DeepSeek概念、快 充概念、人工智能、人形机器人等。 截至9月30日，芯朋微股东户数1.92万，较上期增加24.26%；人均流通股6847股，较上期减少19.52%。 2025年1月-9月，芯朋微实现营业收入8.77亿元，同比增长24.05%；归母净利润1.78亿元，同比增长 130.25%。 11月4日，芯朋微盘中下跌2.01%，截至10:53，报61.33元/股，成交8019.59万元，换手率0.98%，总市值 80.53亿元。 资金流向方面， ...

Core Insights - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder [1] Group 1: Investment Holdings - The "National Big Fund" has significant holdings in companies such as Northern Huachuang, Hushi Silicon Industry, and Tuojing Technology, among others [1] - The fund's investments are primarily in the semiconductor and integrated circuit sectors, reflecting a strategic focus on these industries [1] Group 2: Company Performance - Northern Huachuang reported a Q3 revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [3] - Hushi Silicon Industry achieved a Q3 revenue of 944 million yuan, a 3.79% increase, but reported a net loss of 265 million yuan [4] - Tuojing Technology saw a significant Q3 revenue increase of 124.15% to 2.27 billion yuan, with a net profit of 462 million yuan, up 225.07% [5]

Core Viewpoint - The recent quarterly reports from listed companies reveal a significant shift in investment strategies among prominent private equity managers, with an increased focus on cyclical industries and a need to monitor fundamental developments, policy benefits, and industrial upgrades as core themes [1][4]. Private Equity Holdings - Gao Yi Asset's Feng Liu significantly reduced holdings in Hikvision by 58 million shares, retaining 280 million shares valued at 8.826 billion yuan, making it the fourth-largest shareholder [1]. - Renqiao Asset's Xia Junjie maintained positions in several stocks while slightly reducing holdings in Xingfu Electronics and increasing stakes in Beijing Renli [1]. - Ningquan Asset's Yang Dong entered as the eighth-largest shareholder in Fuanna with 6.0512 million shares valued at 4.2 million yuan [2]. - Ruijun Asset's funds became top shareholders in Dinglong Co., while also increasing stakes in other companies [2]. Increased Focus on Cyclical Industries - Gao Yi Asset's Deng Xiaofeng reduced holdings in Zijin Mining by approximately 18.6 million shares, still holding 180 million shares valued at 5.3 billion yuan, with a significant gain of about 1.5 billion yuan from the position [3]. - The same fund also reduced its stake in Yun Aluminum, holding 28.5 million shares valued at 1.164 billion yuan [3]. Policy Benefits and Industrial Upgrades - The Shanghai Composite Index surpassed 4,000 points, reflecting improved market sentiment and recognition of the value reassessment cycle in Chinese equity assets [4]. - Fengjing Capital noted that economic data remains resilient, with expectations for moderate improvement in fixed investment growth due to policy initiatives [4]. - Ning Shui Capital emphasized the importance of policy benefits and industrial upgrades as core investment themes while advising caution regarding high valuations [4].

Summary of the Conference Call for Xintongwei (New Tongwei) Q3 2025 Company Overview - **Company**: Xintongwei - **Industry**: Consumer Electronics, Power Supply, and Semiconductor Key Points and Arguments Financial Performance - **Q3 2025 Revenue**: 242 million yuan, a year-on-year decrease of approximately 5% and significant fluctuations compared to the previous quarter [2][4] - **Revenue Breakdown**: - Home appliances: 60% (approximately 147 million yuan) - Standard power supplies: approximately 40 million yuan - Industrial and automotive power supplies: 55 million yuan [2][4] - **Net Profit**: Achieved a record high for a single quarter since establishment, exceeding 87 million yuan, driven by the industrial power supply sector [3] Market Dynamics - **Home Appliance Market**: Expected gradual recovery in Q4, but small appliance market performance may not meet previous years' levels. Annual sales target adjusted to 1.1-1.2 billion yuan [2][10] - **Impact of Promotions**: Sales decline in small appliances attributed to the 618 promotion leading to pre-stocked inventory [5][6] Profitability and Margins - **Gross Margin**: Slight increase, with a comprehensive gross margin of 37% as of September, aiming for a long-term target of 45% [2][7] - **Net Profit Margin**: Target set at 15% [2][7] Inventory Management - **Inventory Value**: 390 million yuan, with 10% as raw materials, 35% as finished products, and the remainder as semi-finished and online re-manufactured products [7] - **Inventory Turnover Goal**: Optimizing turnover days to 150 days [7] M&A Strategy - **M&A Plans**: Actively evaluating potential acquisition opportunities, focusing on power supply and motor system sectors, with a goal of completing at least one acquisition annually [2][8][9] Future Growth Plans - **Market Focus**: Plans to deepen engagement in three segments: home appliances, fast charging calibration, and industrial & automotive sectors [10] - **R&D Expansion**: Plans to expand the R&D team to over 500 personnel, focusing on high-quality talent acquisition [4][15] Product Development - **New Product Launches**: Significant growth in fast charging calibration with over 30% increase in shipment volume, and plans for new generation protocols and chips [11] - **Industrial Sector Growth**: Industrial power supply sales exceeded 55 million yuan, with continuous growth and new product launches planned [12] Challenges and Opportunities - **Seasonal Effects**: Seasonal impacts on white goods, particularly air conditioning, noted as a challenge [5][10] - **Export Market**: Anticipated stable growth in appliance exports, with China’s manufacturing capabilities playing a crucial role [14] Long-term Vision - **3-5 Year Development Goals**: Aiming for a 30% increase in personnel and focusing on product development in established markets [26] - **Technological Advancements**: Emphasis on enhancing technical capabilities and maintaining competitive advantages through talent acquisition [16][27] Conclusion - Xintongwei is navigating a challenging market environment with strategic adjustments in revenue targets, a focus on R&D and M&A, and a commitment to long-term growth in key sectors. The company remains optimistic about future opportunities despite current market fluctuations.