芯原股份公告称，2025年某时段至2025年某时段，公司新签订单24.94亿元，较去年四季度全期增长 129.94%，较今年三季度全期增长56.54%，创历史单季度新高。截至2025年某时，四季度新签订单中一 站式芯片定制业务占比大，AI算力相关订单超84%，数据处理领域近76%。公告提示，新签订单数据未 经审计，不能推算财务数据，业绩以定期报告为准。 ...

南财智讯12月26日电，芯原股份公告，国家集成电路产业投资基金股份有限公司持有公司34,724,272 股，占公司总股本的6.6034%，均为公司首次公开发行前取得。因股东自身经营管理需要，国家集成电 路基金计划通过集中竞价和大宗交易方式合计减持不超过894万股公司股份，减持比例不超过1.70%。 减持期间为2026年1月21日至2026年4月20日，减持价格将参考市场价格。本次减持不会对公司治理结构 及持续经营情况产生重大影响，减持实施存在不确定性。 ...

Core Viewpoint - The Chip 50 ETF (516920) opened at a decline of 0.48%, indicating a downward trend in the semiconductor sector on December 26 [1] Group 1: ETF Performance - The Chip 50 ETF (516920) opened at 1.035 yuan, reflecting a decrease of 0.48% [1] - Since its establishment on July 27, 2021, the fund has achieved a return of 3.96%, with a one-month return of 8.26% [1] Group 2: Major Holdings Performance - Key stocks within the Chip 50 ETF include: - SMIC (中芯国际) down 0.41% - Cambricon (寒武纪) down 1.32% - Haiguang Information (海光信息) down 0.38% - Northern Huachuang (北方华创) down 0.23% - Lattice Semiconductor (澜起科技) down 0.71% - GigaDevice (兆易创新) down 0.45% - OmniVision (豪威集团) up 0.04% - Chipone (芯原股份) down 1.21% - JCET (长电科技) down 0.46% [1]

Group 1 - The refinancing market in the Shanghai Stock Exchange has shown significant growth in 2025, with over 800 billion yuan raised through equity financing, involving more than 100 companies, marking a substantial increase compared to the same period in 2024 [1][2] - The approval process for refinancing projects has accelerated, with nearly 40 new projects approved in the fourth quarter of 2025, reducing the average review period to around 2 months [1][2] - The Shanghai Stock Exchange has emphasized an open approach to review and regulation, enhancing proactive communication and feedback during the approval process, which has contributed to the rapid growth of refinancing activities [2] Group 2 - In 2025, the Shanghai Stock Exchange's main board raised a total of 715 billion yuan through targeted placements, while the Sci-Tech Innovation Board raised 55.65 billion yuan, both showing significant year-on-year growth [2] - The issuance of convertible bonds also saw substantial fundraising, with the main board raising 29.59 billion yuan and the Sci-Tech Innovation Board raising 8.76 billion yuan [2] - The regulatory support has been crucial for this growth, with specific projects like Xianghe Industrial and Haitai Co. completing their approvals in under 50 days [2] Group 3 - Companies like Cambrian Technology raised over 3.9 billion yuan for projects related to AI chips and software platforms, aligning with national strategic needs and enhancing their competitive edge [3] - Microchip Biotech's fundraising efforts are aimed at accelerating drug development and enhancing product pipelines, reflecting a focus on innovation and strategic alignment [3] Group 4 - The simplified procedures for refinancing have significantly improved efficiency, allowing companies to raise funds quickly, especially for amounts not exceeding 300 million yuan or 20% of net assets [4][5] - The first project under the simplified procedure on the Sci-Tech Innovation Board raised over 200 million yuan for R&D and operational needs, demonstrating the effectiveness of this new approach [4][5] Group 5 - Since the implementation of the "light asset, high R&D investment" standard, 14 companies have submitted refinancing applications totaling 35.12 billion yuan, indicating a positive market response [6] - Companies across various sectors, including new-generation information technology and biomedicine, are leveraging this standard to enhance their R&D capabilities and competitiveness [6][7] Group 6 - The introduction of the "light asset, high R&D investment" standard allows companies to allocate more resources to R&D, fostering innovation and product upgrades [7] - This standard has been particularly beneficial for high-tech companies, enabling them to secure necessary funding for ongoing projects in emerging fields like commercial aerospace and unmanned equipment [7]

科创板融资余额环比前一日增加19.41亿元，其中，82股融资余额环比增加超1000万元，融资净买入居 前的有中芯国际、芯原股份、拓荆科技等股。 证券时报·数据宝统计显示，截至12月24日，科创板两融余额合计2692.87亿元，较上一交易日增加19.54 亿元，其中，融资余额合计2683.31亿元，较上一交易日增加19.41亿元。为连续6个交易日增加。 科创板股中，最新融资余额超亿元的有491只，其中，融资余额在10亿元以上的有50只，融资余额在 5000万元至1亿元的有78只，融资余额低于5000万元的有24只。12月24日上市的新股C健信首日融资余 额达8214.40万元。 与前一交易日相比，科创板融资余额环比增加的共有286只，融资净买入超千万元的共有82只，融资净 买入在500万元至1000万元的有37只，融资净买入在100万元至500万元的有109只，融资净买入不足百万 元的有59只。融资余额环比减少的科创板股中，减少金额超千万元的有49只，减少金额居前的有C优 迅、寒武纪、汇成股份等，融资余额分别减少9155.48万元、7164.25万元、6324.74万元。 融资净买入金额最多的是中芯国际，该股最 ...

从基金十大重仓股角度 12月24日，芯原股份涨5.04%，截至发稿，报136.98元/股，成交19.12亿元，换手率2.94%，总市值 720.32亿元。 数据显示，泰康基金旗下1只基金重仓芯原股份。泰康500（515530）三季度减持1300股，持有股数2500 股，占基金净值比例为0.7%，位居第四大重仓股。根据测算，今日浮盈赚取约1.64万元。 泰康500（515530）成立日期2020年9月18日，最新规模6534.2万。今年以来收益28.78%，同类排名 1704/4197；近一年收益26.67%，同类排名1781/4157；成立以来收益23.26%。 泰康500（515530）基金经理为魏军。 截至发稿，魏军累计任职时间14年71天，现任基金资产总规模113.33亿元，任职期间最佳基金回报 86.34%， 任职期间最差基金回报-38.86%。 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 资料显示，芯原微电子(上海)股份有限公司位于中国( ...

Core Viewpoint - The Integrated Circuit ETF (159546) opened with a slight increase of 0.06%, priced at 1.791 yuan, indicating a stable market performance for the fund [1] Group 1: ETF Performance - The Integrated Circuit ETF (159546) has a performance benchmark based on the CSI All-Share Integrated Circuit Index return [1] - Since its establishment on October 11, 2023, the fund has achieved a return of 79.28% [1] - The fund's return over the past month is reported at 7.90% [1] Group 2: Major Holdings Performance - Major holdings within the ETF include: - SMIC (中芯国际) with an increase of 2.17% [1] - Cambrian (寒武纪) with a decrease of 0.08% [1] - Haiguang Information (海光信息) down by 0.24% [1] - Lattice Technology (澜起科技) down by 0.41% [1] - Zhaoyi Innovation (兆易创新) up by 1.21% [1] - Haowei Group (豪威集团) up by 0.10% [1] - Chipone (芯原股份) down by 0.32% [1] - Changdian Technology (长电科技) up by 0.57% [1] - Unisoc (紫光国微) down by 0.12% [1] - Tongfu Microelectronics (通富微电) up by 0.21% [1]

Group 1: Market Performance - The Huaxia Sci-Tech AI ETF (589010) increased by 0.15%, demonstrating resilience amid market fluctuations and outperforming the benchmark index [1] - Leading stocks such as Cambricon Technologies (寒武纪-U) surged nearly 4%, while Qi An Xin (奇安信-U) rose over 2%, effectively offsetting some of the pressure from small and mid-cap stock pullbacks [1] - The Robot ETF (562500) experienced a slight decline of 0.74%, trading at 0.945 yuan, and is undergoing technical consolidation near a key support level [1] - Despite market volatility, stocks like Quick Intelligent (快克智能) and Keri Technology (科瑞技术) hit the daily limit up, indicating a strong internal structural market [1] - The Robot ETF saw significant net inflows totaling nearly 290 million yuan over two days, with a single-day net inflow reaching 156 million yuan, reflecting robust liquidity [1] Group 2: Company Developments - Zhenyu Technology (震裕科技) announced plans to invest no less than 1 billion yuan in projects related to core components for new energy vehicle drives, low-altitude flying vehicle drives, and humanoid robot drives [2] - Galaxy General Robotics (银河通用机器人) has formed a strategic partnership with Baida Precision (百达精工) to deploy over 1,000 robots within Baida's ecosystem, focusing on industrial precision manufacturing [2] - Wanxiang Qianchao (万向钱潮) has established its robotics business as its third strategic business segment, with plans to optimize its supply chain and expand production capacity for various robotic components [3] Group 3: Industry Insights - Guojin Securities emphasizes the importance of dexterous hands, motors, and PEEK materials in the humanoid robot sector, highlighting advancements in tactile sensor technology and processing techniques [4] - The Robot ETF (562500) is noted for being the only ETF in the market with a scale exceeding 20 billion yuan, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, capturing the AI industry's potential with a 20% price fluctuation range and flexibility in small-cap stocks [5]

| 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） | | | | | 36.57 | 4431.34 | 121.17 | -7.09 | 机构专用 | 申港证券股份有限 | | | | | | | 公司山东分公司 | | 10.00 | 1211.70 | 121.17 | -7.09 | 机构专用 | 申港证券股份有限 | | | | | | | 公司山东分公司 | | 7.00 | 848.19 | 121.17 | -7.09 | 瑞银证券有限责任公司上海 | 申港证券股份有限 | | | | | | 花园石桥路证券营业部 | 公司湖北分公司 | | 6.00 | 727.02 | 121.17 | -7.09 | 机构专用 | 申港证券股份有限 | | | | | | | 公司山东分公司 | | 5.34 | 647.05 | 121.17 | -7.09 | 中信证券股份有限公司总部 | 申港证 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月23日，芯原股份收涨1.17%，收盘价为130.41元，发生10笔大宗交易，合计成交量78.81万股，成交 金额9549.57万元。 第5笔成交价格为121.17元，成交5.34万股，成交金额647.05万元，溢价率为-7.09%，买方营业部为中信 证券股份有限公司总部(非营业场所)，卖方营业部为申港证券股份有限公司湖北分公司。 第6笔成交价格为121.17元，成交4.00万股，成交金额484.68万元，溢价率为-7.09%，买方营业部为中信 证券股份有限公司总部(非营业场所)，卖方营业部为申港证券股份有限公司湖北分公司。 第7笔成交价格为121.17元，成交2.00万股，成交金额242.34万元，溢价率为-7.09%，买方营业部为中信 证券股份有限公司总部(非营业场所)，卖方营业部为申港证券股份有限公司湖北分公司。 第1笔成交价格为121.17元，成交4.40万股，成交金额533.15万元，溢价率为-7.09%，买方营业部为机构 专用，卖方营业部为申港证券股份有限公司湖北分公司。 第2笔成交价格为121.17元，成交1.80万股 ...