10月24日，芯朋微涨5.25%，截至发稿，报67.40元/股，成交2.70亿元，换手率3.11%，总市值88.50亿 元。 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%。 从基金十大重仓股角度 汇安多因子混合A（006648）基金经理为柳预才。 截至发稿，柳预才累计任职时间4年300天，现任基金资产总规模12.22亿元，任职期间最佳基金回报 49.81%， 任职期间最差基金回报-17.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，汇安基金旗下1只基金重仓芯朋微。汇安多因子混合A（006648）二季度持有股数10.22万 股，占基金净值比例为1.1%，位居第六大重仓股。根据测算，今日浮盈 ...

Core Viewpoint - The stock of Chipone Technology has shown significant growth in 2023, with a year-to-date increase of 53.44% and a recent rise of 5.56% over the last five trading days [1] Financial Performance - For the first half of 2025, Chipone Technology reported a revenue of 636 million yuan, representing a year-on-year growth of 40.32% [2] - The net profit attributable to shareholders for the same period was approximately 90.49 million yuan, marking a substantial increase of 106.02% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Chipone Technology reached 15,400, an increase of 6.19% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 5.83% to 8,508 shares [2] Dividend Distribution - Since its A-share listing, Chipone Technology has distributed a total of 200 million yuan in dividends, with 98.64 million yuan distributed over the past three years [3] Market Activity - On October 24, 2023, Chipone Technology's stock price was 65.33 yuan per share, with a trading volume of approximately 29.04 million yuan and a turnover rate of 0.34% [1] - The company experienced a net inflow of main funds amounting to 1.096 million yuan, with significant buying activity from large orders [1]

每经AI快讯，10月22日，芯朋微在互动平台表示，公司目前对于800v-HVDC下一代集中式电源系统需 求的技术储备主要是依托于芯朋高压集成半导体技术和宽禁带器件及其驱动技术领域的深厚积累。目前 公司已有超过二十款800v～1500v ACDC工业辅源芯片量产，并基于已有IP正在加紧开发适配新一代 HVDC数据中心的数模混合电源和驱动芯片。 ...

Core Viewpoint - The company is focusing on the technological reserves for the next-generation 800V-HVDC centralized power system, leveraging its expertise in high-voltage integrated semiconductor technology and wide bandgap devices [1] Group 1: Technology and Development - The company has over twenty models of 800V to 1500V ACDC industrial auxiliary power chips in mass production [1] - The company is accelerating the development of mixed-signal power and driver chips suitable for the new generation of HVDC data centers based on existing intellectual property [1]

Core Viewpoint - The company is leveraging its expertise in high-voltage integrated semiconductor technology and wide bandgap devices to meet the demand for the next-generation 800V HVDC centralized power systems [1] Group 1: Technology and Product Development - The company has over twenty models of 800V to 1500V ACDC industrial auxiliary power chips in mass production [1] - The company is accelerating the development of mixed-signal power and driver chips suitable for the new generation of HVDC data centers based on existing intellectual property [1]

Company Overview - Chipone Microelectronics Co., Ltd. is located in Wuxi, Jiangsu Province, China, and was established on December 23, 2005. The company went public on July 22, 2020. Its main business involves the research, design, production, sales, and related technical services of electronic components and integrated circuits. The revenue composition is 99.60% from integrated circuits and 0.40% from other sources [1]. Stock Performance - On October 17, Chipone's stock fell by 5%, trading at 62.49 CNY per share, with a transaction volume of 237 million CNY and a turnover rate of 2.82%. The total market capitalization is 8.206 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, Huian Fund has one fund heavily invested in Chipone Microelectronics. The Huian Multi-Factor Mixed A Fund (006648) held 102,200 shares in the second quarter, accounting for 1.1% of the fund's net value, making it the sixth-largest holding. The estimated floating loss today is approximately 336,200 CNY [2]. Fund Performance - The Huian Multi-Factor Mixed A Fund (006648) was established on April 30, 2019, with a current size of 325 million CNY. Year-to-date, it has achieved a return of 35.68%, ranking 2073 out of 8160 in its category. Over the past year, the return is 46.5%, ranking 1439 out of 8021. Since inception, the fund has returned 108.21% [2]. Fund Management - The fund manager of Huian Multi-Factor Mixed A is Liu Yucai, who has been in the position for 4 years and 293 days. The total asset size under management is 1.222 billion CNY, with the best fund return during his tenure being 45.05% and the worst being -17.08% [3].

Core Viewpoint - On October 16, 2023, Chipone Microelectronics conducted two block trades totaling 320,000 shares, amounting to 19.2 million yuan, with a transaction price of 60.00 yuan, reflecting an 8.79% discount compared to the closing price of the day [2] Trading Activity Summary - The total transaction amount for the four block trades in the last three months reached 59.474 million yuan [2] - The closing price of Chipone Microelectronics on the same day was 65.78 yuan, down 1.28%, with a daily turnover rate of 2.44% and a total trading volume of 2.12 billion yuan [2] - Over the past five days, the stock has declined by 7.57%, with a total net outflow of 148 million yuan [2] Margin Financing Data - The latest margin financing balance for Chipone Microelectronics is 568 million yuan, with an increase of 4.5915 million yuan over the past five days, representing a growth rate of 0.82% [2] Company Background - Chipone Microelectronics Co., Ltd. was established on December 23, 2005, with a registered capital of 1.3131 billion yuan [2]

| 交易日期 | 证券調称 | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-16 | 芯膀微 | 688508 | ୧୦ | 1380 | 23 | 有限公司 2017年 | ​​​ | | Ka | | 2025-10-16 | 芯膀微 | 688508 | 60 | 540 | a | 美國電影器盤盤 | 品有美容被忽器播 | | Ka | 10月16日，芯朋微大宗交易成交32万股，成交额1920万元，占当日总成交额的8.3%，成交价60元，较 市场收盘价65.78元折价8.79%。 ...

Market Performance - The large fund concept sector increased by 1.26% on October 15, with Huada Jiutian leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Large Fund Concept Sector - Huada Jiutian (301269) closed at 135.42, up 7.30% with a trading volume of 267,300 shares and a transaction value of 3.581 billion [1] - Shengke Communication (688702) closed at 116.35, up 3.79% with a trading volume of 40,000 shares and a transaction value of 461 million [1] - Changdian Technology (600584) closed at 41.92, up 2.77% with a trading volume of 841,200 shares and a transaction value of 3.448 billion [1] Top Losers in Large Fund Concept Sector - Zhichun Technology (603690) closed at 37.00, down 8.48% with a trading volume of 1,205,900 shares and a transaction value of 4.518 billion [2] - Hushi Silicon Industry (688126) closed at 27.08, down 2.62% with a trading volume of 606,800 shares and a transaction value of 1.642 billion [2] - Sitwei (688213) closed at 108.39, down 2.44% with a trading volume of 87,100 shares and a transaction value of 940 million [2] Fund Flow Analysis - The large fund concept sector experienced a net outflow of 2.387 billion from institutional investors, while retail investors saw a net inflow of 2.344 billion [2][3] - The top stocks by net inflow from retail investors included Deep South Circuit (002916) with 41.41 million and North Huachuang (002371) with 45.73 million [3] Summary of Individual Stock Performance - Deep South Circuit (002916) had a net inflow of 41.41 million from retail investors, while institutional investors had a net outflow of 1.23 billion [3] - North Huachuang (002371) saw a net inflow of 45.73 million from retail investors, with a net outflow of 1.61 billion from institutional investors [3] - Huada Jiutian (301269) had a net inflow of 46.12 million from retail investors, while institutional investors had a net outflow of 462 million [3]

Core Points - The chairman, controlling shareholder, and actual controller of the company, Zhang Lixin, reduced his shareholding by 1.1614 million shares from September 17, 2025, to October 9, 2025, decreasing his ownership from 25.88% to 25.00%, reaching a 5% integer threshold [1] - Zhang Lixin has no other plans for share increases or reductions in the next 12 months, although the current reduction plan has not been fully executed [1]