神工股份跌超10%，摩尔线程跌逾5%，艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) 神工股份跌超10%，摩尔线程跌逾5%，艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) ...

Group 1 - The semiconductor sector experienced a significant increase of 2.82% on December 8, with Saiwei Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Notable gainers in the semiconductor sector included Saiwei Microelectronics, which rose by 18.82% to a closing price of 101.20, and Changguang Huaxin, which increased by 15.26% to 148.48 [1] Group 2 - The semiconductor sector saw a net inflow of 4.429 billion yuan from institutional funds, while retail investors experienced a net outflow of 2.247 billion yuan [2] - Major stocks that declined included Hangyu Micro, which fell by 2.63% to 17.00, and Hongwei Technology, which decreased by 1.97% to 27.41 [2] - The trading volume for the semiconductor sector was substantial, with Saiwei Microelectronics recording a trading volume of 475,000 shares and a transaction value of 460 million yuan [1][2]

Market Overview - On December 4, A-shares showed mixed performance with the Shanghai Composite Index down 0.06% at 3875 points, while the Shenzhen Component Index rose by 0.4% and the ChiNext Index increased by 1.01% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion yuan, a decrease of 121 billion yuan compared to the previous trading day [1] Sector Performance - The robotics sector experienced a surge, with stocks like Hengerdai, Haichang New Materials, and Huawu Co. hitting the 20% daily limit up [4][5] - The commercial aerospace concept also strengthened, with multiple stocks including Dahua Intelligent and Sichuan Jinding reaching their daily limit [7] - The semiconductor sector saw gains, with Hongwei Technology rising over 9% [9][10] - The film and cinema sector rallied, with Bona Film Group increasing by over 9% [11][12] - The Hainan sector faced declines, with stocks like Roniu Mountain and Hainan Ruize hitting the daily limit down [13][14] - The liquor sector weakened, with companies like Shede Liquor and Luzhou Laojiao dropping over 3% [15][16] Key Stock Movements - Notable gainers in the robotics sector included: - Hengerdai: +20.01% at 58.60 yuan - Haichang New Materials: +19.99% at 25.57 yuan - Huawu Co.: +19.96% at 11.24 yuan [5][8] - In the commercial aerospace sector, Haichang New Materials and Huawu Co. also saw significant increases [7] - The semiconductor sector's notable performers included: - Hongwei Technology: +9.55% at 28.00 yuan - Zhongke Blue News: +8.90% at 158.53 yuan [10] - In the film sector, Bona Film Group rose by 9.06% to 8.55 yuan [12] Future Outlook - UBS China strategists expect the A-share market to continue its upward trend, projecting an increase in earnings growth to 8% in 2026, up from 6% in 2025 [19]

（编辑 袁冠琳） 证券日报网讯 12月3日，宏微科技在互动平台回答投资者提问时表示，公司GaN技术目前主要聚焦于数 据中心、算力等电源系统以及机器人等新兴领域，关于与其他厂商的技术对比及太空等特殊应用场景， 涉及具体参数和认证要求等较为复杂，公司现阶段暂未开展相关方面的应用验证。 ...

Core Viewpoint - The company is focusing its GaN technology primarily on data centers, computing power systems, and emerging fields such as robotics, rather than on space applications or comparisons with competitors like Innoscience [1] Group 1 - The company has not yet conducted application validation for GaN technology in space or other specialized scenarios due to the complexity of specific parameters and certification requirements [1] - The company acknowledges the differences between its GaN technology and that of leading domestic competitors, but does not provide detailed comparisons at this stage [1]

Group 1 - The core focus of the company’s GaN technology is currently on power systems for data centers and computing, as well as emerging fields such as robotics [1] - The company has not yet conducted application validation for specific parameters and certification requirements related to comparisons with other manufacturers and special applications like space [1]

宏微科技12月2日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 4637.88 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 4127.25 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 3306.27 | | 中信证券股份有限公司上海分公司 | 2955.07 | | 国泰海通证券股份有限公司总部 | 2429.95 | | 卖出营业部名称 | 卖出金额(万元) | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 3362.18 | | 招商证券股份有限公司深圳深南大道车公庙证券营业部 | 2427.83 | | 国泰海通证券股份有限公司总部 | 2309.83 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2251.65 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 1745.24 | （文章来源：证券时报网） 12月2日宏微科技（688711）收盘价26.32元，收盘上涨15.85%，全天换手率15.75%，振幅18.93 ...

（文/罗叶馨梅）12月2日，宏微科技（688711.SH）在投资者互动平台回应相关提问时表示，公司自主研发的GaN 100V/7m型号产品已适配机器人核心驱动 需求，目前处于向下游厂商送样阶段，尚未进入量产。公司称，将根据客户验证进展和市场需求，安排后续量产计划。 宏微科技介绍，氮化镓（GaN）作为第三代半导体材料，具备高开关频率、导通损耗和开关损耗较低等特点，适用于对功率密度、转换效率和响应速度要求 较高的应用场景。在工业机器人、电机伺服系统等领域，功率器件需要在有限空间内实现更高功率输出，GaN器件的高频、高效特征与此类需求相匹配。 此次披露的GaN 100V/7m型号产品，额定电压覆盖部分直流母线和电机驱动场景，导通电阻控制在毫欧级别，面向机器人核心驱动等细分市场。公司表示， 产品目前正在下游厂商样机阶段验证，主要用于评估在系统效率、热管理和尺寸等方面的综合表现。 公开资料显示，宏微科技主营功率半导体芯片及功率模块，产品覆盖MOSFET、IGBT、整流器件及相关模块，应用场景包括工业控制、新能源发电与储 能、电机驱动、家电和消费电子等。公司近年来在第三代半导体方向持续投入研发，布局GaN等新型功率器件， ...

（记者 王晓波） 每经AI快讯，宏微科技12月2日晚间发布公告称，截至2025年12月1日，公司通过上海证券交易所交易 系统以集中竞价交易方式累计回购股份约139万股，占公司总股本约2.13亿股的0.6528%，回购最高价格 26.53元/股，回购最低价格13元/股，回购均价17.99元/股，支付的资金总额为人民币约2503万元。公司 回购股票金额已达到回购方案中回购资金总额下限，本次股份回购方案已实施完毕。 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 ...

| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-082 | | --- | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | | 江苏宏微科技股份有限公司 关于第二期股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/12/6 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2024 4 12 | 12 | 月 | 日~2025 | 年 | 日 3 | | 预计回购金额 | 2,500万元~5,000万元 | | | | | | | 回购价格上限 | 30.12元/股 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | √用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | ...