格隆汇1月30日丨灿芯股份(688691.SH)近日接受特定对象调研时表示，公司目前主要围绕高速接口IP和 高性能模拟IP开展研发。在高速接口IP领域，公司目前开展研发的IP主要包括DDR、SerDes、PCIe、 MIPI、PSRAM、TCAM等；在高性能模拟IP领域，公司目前开展研发的IP主要包括ADC、PLL、PMU 等。 ...

智通财经APP讯，灿芯股份(688691.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者净亏损1.1亿元至1.5亿元。报告期内，受部分下游客户需求波动及收入结构变化影响，公司营业 收入和毛利率同比下降。此外，为进一步巩固公司在芯片设计服务领域的技术优势，公司持续围 绕"IP+平台"开展研发工作，2025年度研发费用同比增长。 ...

灿芯股份(688691.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者净亏损1.1亿 元至1.5亿元。报告期内，受部分下游客户需求波动及收入结构变化影响，公司营业收入和毛利率同比 下降。此外，为进一步巩固公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工 作，2025年度研发费用同比增长。 ...

本期业绩变化的主要原因：（一）报告期内，受部分下游客户需求波动及收入结构变化影响，公司营业 收入和毛利率同比下降。（二）为进一步巩固公司在芯片设计服务领域的技术优势，公司持续围 绕"IP+平台"开展研发工作，2025年度研发费用同比增长。 格隆汇1月22日丨灿芯股份(688691.SH)公布，公司预计2025年年度实现归属于母公司所有者的净利 润-15,000.00万元到-11,000.00万元，与上年同期（法定披露数据）相比，将出现亏损，减少17,104.72万 元到21,104.72万元，同比减少280.19%到345.71%。预计2025年年度实现归属于母公司所有者的扣除非 经常性损益的净利润-15,700.00万元到-11,700.00万元，与上年同期（法定披露数据）相比，将减少 16,104.61万元到20,104.61万元，同比减少365.63%到456.44%。 ...

本期业绩变化的主要原因：（一）报告期内，受部分下游客户需求波动及收入结构变化影响，公司营业 收入和毛利率同比下降。（二）为进一步巩固公司在芯片设计服务领域的技术优势，公司持续围 绕"IP+平台"开展研发工作，2025年度研发费用同比增长。 格隆汇1月22日丨灿芯股份(688691.SH)公布，公司预计2025年年度实现归属于母公司所有者的净利 润-15,000.00万元到-11,000.00万元，与上年同期（法定披露数据）相比，将出现亏损，减少17,104.72万 元到21,104.72万元，同比减少280.19%到345.71%。预计2025年年度实现归属于母公司所有者的扣除非 经常性损益的净利润-15,700.00万元到-11,700.00万元，与上年同期（法定披露数据）相比，将减少 16,104.61万元到20,104.61万元，同比减少365.63%到456.44%。 ...

证券代码：688691 证券简称：灿芯股份 公告编号：2026-002 灿芯半导体（上海）股份有限公司 2025 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经财务部门初步测算，灿芯半导体（上海）股份有限公司（以下 简 称" 公 司 " ） 预 计 2025 年 年 度 实 现 归 属于 母 公 司 所 有 者的 净 利 润 - 15,000.00 万元到-11,000.00 万元，与上年同期（法定披露数据）相比， 将出现亏损，减少 17,104.72 万元到 21,104.72 万元，同比减少 280.19% 到 345.71%。 （二）每股收益：0.56 元。 三、本期业绩变化的主要原因 （一）报告期内，受部分下游客户需求波动及收入结构变化影响， 公司营业收入和毛利率同比下降。 （二）为进一步巩固公司在芯片设计服务领域的技术优势，公司持 续围绕"IP+平台"开展研发工 ...

Market Overview - The Shanghai Composite Index rose by 0.08% to close at 4116.94 points, with a daily high of 4135.96 points [1] - The Shenzhen Component Index increased by 0.7% to close at 14255.12 points, reaching a peak of 14320.94 points [1] - The ChiNext Index gained 0.54%, closing at 3295.52 points, with a maximum of 3329.5 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets reached 27119.75 billion yuan, with a financing balance of 26945.23 billion yuan and a securities lending balance of 174.52 billion yuan [2] - This represents an increase of 115.92 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13746.08 billion yuan, up by 101.13 billion yuan, while the Shenzhen market's balance was 13373.67 billion yuan, increasing by 14.8 billion yuan [2] Fund Issuance - Seven new funds were launched yesterday, including: - E Fund Hong Kong Stock Connect Consumer Mixed A - E Fund Hong Kong Stock Connect Consumer Mixed C - Huitianfu Gain Return Bond A - Huaxia CSI 500 Free Cash Flow ETF Link C - Huitianfu Gain Return Bond C - Huaxia CSI 500 Free Cash Flow ETF Link A - E Fund Shanghai Composite ETF [4] Top Net Purchases on the Dragon and Tiger List - The top 10 net purchases on the Dragon and Tiger list included: - Zhongtung High-tech with a net purchase of 57664.7 million yuan - Longxin Technology with 26946.73 million yuan - Dazhu CNC with 25319.57 million yuan - Zhongrong Electric with 21762.39 million yuan - Tongfu Microelectronics with 20382.62 million yuan [6]

Core Viewpoint - The average stock price of the STAR Market is 48.62 yuan, with significant price variations among stocks, indicating a robust market performance and investor interest in high-value stocks [1]. Group 1: Stock Performance - A total of 441 stocks on the STAR Market rose today, while 151 declined, reflecting overall positive market sentiment [1]. - The highest closing price was recorded by Cambrian-U at 1353.87 yuan, which increased by 0.81% [1]. - Among stocks priced over 100 yuan, the average increase was 2.52%, with notable gainers including Longxin Technology and Chipone Microelectronics [1]. Group 2: Price Premiums - The average premium of stocks priced over 100 yuan relative to their issue price is 524.18%, with the highest premiums seen in companies like Shuwei New Materials and Anji Technology [1]. - The premium rates for these companies are 6144.67%, 2186.27%, and 2002.61% respectively, indicating strong investor confidence [1]. Group 3: Industry Concentration - The majority of stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery sectors, with 48, 13, and 12 stocks respectively [1]. Group 4: Capital Flow - The net inflow of main funds into stocks priced over 100 yuan today was 35.98 billion yuan, with leading inflows from Haiguang Information and SMIC [2]. - Conversely, the stocks with the highest net outflows included Zhenlei Technology and Baiwei Storage, with outflows of 406.05 million yuan and 326.70 million yuan respectively [2]. Group 5: Margin Trading - The total margin balance for stocks priced over 100 yuan is 127.72 billion yuan, with Cambrian-U and SMIC having the highest balances of 15.18 billion yuan and 13.27 billion yuan respectively [2].

证券之星消息，1月21日半导体板块较上一交易日上涨3.75%，龙芯中科领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688047 | 龙心中科 | 177.72 | 20.00% | 13.06万 | | 22.43亿 | | 688691 | 灿芯股份 | 159.00 | 15.78% | 10.50万 | | 15.83亿 | | 688141 | 不华特 | 52.99 | 13.83% | 28.88万 | | 14.84亿 | | 688041 | 海光信息 | 288.11 | 13.34% | 62.37万 | | 177.46亿 | | 688008 | 澜起科技 | 160.02 | 11.90% | 90.35万 | | 140.54亿 | | 688536 | 思瑞浦 | 196.63 | 11.01% | 9.29万 | ...

Group 1 - TSMC's strong Q4 earnings report exceeded expectations, leading to a historic high in its stock price, which positively influenced semiconductor stocks in the A-share market [1] - TSMC's CEO and CFO announced a capital expenditure plan for 2026 that could reach $56 billion, a significant increase of 37% from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2 - Notable stock performances in the semiconductor sector included Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and several other companies like Shanghai Hejing and Yitang shares rising over 6% [2] - The year-to-date performance of these stocks shows significant gains, with Hengkun New Materials up 45.28% and Tianyue Advanced up 17.32% [2]