（文章来源：证券日报） 证券日报网讯 1月30日，艾融软件发布公告称，公司董事会、各专门委员会及高级管理人员任期将于 2026年2月2日届满，为确保工作连续性，换届将适当延期，现任人员继续履职直至完成选举。 ...

1月29日，艾为电子跌3.43%，成交额4.44亿元。两融数据显示，当日艾为电子获融资买入额7443.20万 元，融资偿还4627.83万元，融资净买入2815.37万元。截至1月29日，艾为电子融资融券余额合计6.09亿 元。 融资方面，艾为电子当日融资买入7443.20万元。当前融资余额6.07亿元，占流通市值的5.50%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，艾为电子1月29日融券偿还500.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额 8.14万元；融券余量2.42万股，融券余额196.83万元，超过近一年90%分位水平，处于高位。 资料显示，上海艾为电子技术股份有限公司位于上海市闵行区秀文路908号B座15层，成立日期2008年6 月18日，上市日期2021年8月16日，公司主营业务涉及集成电路产品的研发和销售。主营业务收入构成 为：高性能数模混合芯片51.64%，电源管理芯片38.34%，信号链芯片9.89%，其他0.14%。 截至9月30日，艾为电子股东户数1.70万，较上期增加32.09%；人均流通股7967股，较上期减少 24.29%。2025年1月-9月 ...

证券代码：688798 证券简称：艾为电子 公告编号：2026-015 上海艾为电子技术股份有限公司 关于开设募集资金专户并签署募集资金专户存储 三方监管协议的公告 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、准确性和完整性依法承担法律责任。 经中国证券监督管理委员会出具《关于同意上海艾为电子技术股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕2972 号）同 意，上海艾为电子技术股份有限公司（以下简称"公司"）向不特定对象发行 190,132.00 万元的可转换公司债券，期限为 6 年，每张面值为人民币 100 元，发 行数量 1,901,320 手（19,013,200 张）。本次发行的募集资金总额为人民币 190,132.00 万元，扣除不含税的发行费用 1,505.22 万元，实际募集资金净额为 188,626.78 万元。上述募集资金已于 2026 年 1 月 28 日全部到账，经立信会计师 事务所（特殊普通合伙）审验并于 2026 年 1 月 28 日出具了信会师报字[2026]第 ZA10054 号《上海艾为 ...

1月28日，科创芯片继续走强，"全芯"的科创芯片ETF华宝（589190）上市第2日，继昨日场内价格大涨2.72%，今日续涨逾1.5%。成份股多数走强，燕东微 领涨逾10%，模拟芯片方向强势，纳芯微、思瑞浦、南芯科技、艾为电子等涨幅居前。 | | | 1 1716 | = 400 | | | | F9 盘前盘后 叠加 九转 画线 工具 ◎ 2 | | 科创成层 | 10 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.040 | | | | | 09:57 价 1.036 涨跌 0.016(1.57%) 均价 1.032 | | | БУ. 1.96% | 1.036 | | | 1.030 May | | | | | | | | 0.98% | | SSE CNY 9:57:07 交易中 | | 1.020 | | | | | | | | 0.00% | 净值走势 | 长三十 | | 1.010 | | | | | | | | 0.98% | 变比 | -36.01% 委差 | | 1.000 | | | | ...

1月28日，科创芯片继续走强，"全芯"的科创芯片ETF华宝（589190）上市第2日，继昨日场内价格大涨 2.72%，今日续涨逾1.5%。成份股多数走强，燕东微领涨逾10%，模拟芯片方向强势，纳芯微、思瑞 浦、南芯科技、艾为电子等涨幅居前。 | | | · 分时 多日 1分 5分 15分 30分 · | | | | | F9 盘前盘后 盈加 九和 面线 工具 @ 2 > | | | 科创芯片ETF华宝 O | 589190 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1,040 | | | | 589190[科创芯片ETF华宜] 09:57 价 1.036 涨跌 0.016(1.57%) 均价 1.032 成. | | | | E 51.96% | 14036 | | +0.016 +1.57% | | CANADA PARK PARTIES | | | | | | | | 0.98% | | SSE CNY 9:57:07 交易中 | 1 123 8 | | 1,020 | | | | | | | ...

专题：交易提示 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！ 002462 嘉事堂 【复牌】 无 【品大事】 恒瑞医药：HRS-5346片被纳入突破性治疗品种名单 恒瑞医药公告，近日公司子公司山东盛迪医药有限公司的HRS-5346片被国家药品监督管理局药品审评 中心纳入突破性治疗品种名单。脂蛋白（a）[Lp（a）]水平升高是全球最普遍的单基因脂质疾病，是脂 蛋白紊乱的典型表现之一，HRS-5346是一种Lp（a）口服小分子抑制剂。经查询，目前国内外尚无同类 产品获批上市。截至目前，HRS-5346片相关项目累计研发投入约为7630万元（未经审计）。 豫光金铅：未来白银价格能否继续上涨或维持高位存在不确定性 豫光金铅公告称，公司股票价格短期涨幅较大，连续五个交易日公司股票价格涨幅累计达到45.01%， 存在交易风险。近期公司产品白银价格出现较大涨幅，未来白银价格能否继续上涨或维持高位存在不确 定性。公司经营情况未发生重大变化，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 东材科技：公司实际控制人、副董事长被留置 【停牌】 东材科技公告称，公司于2026年1月27日收到高金 ...

证券代码：688798 证券简称：艾为电子 公告编号：2026-014 上海艾为电子技术股份有限公司 向不特定对象发行可转换公司债券发行结果公告 保荐人（主承销商）：中信建投证券股份有限公司 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个别及连带责任。 重要内容提示： | 类别 | 缴款认购数量 | 缴款认购金额 | 放弃认购数量 | 放弃认购金额 | | --- | --- | --- | --- | --- | | | （手） | （元） | （手） | （元） | | 网上社会公众投资者 | 467,417 | 467,417,000 | 7,888 | 7,888,000 | 三、 保荐人（主承销商）包销情况 上海艾为电子技术股份有限公司（以下简称"艾为电子"、"发行人"或"公司"） 向不特定对象发行可转换公司债券（以下简称"可转债"或"艾为转债"）已获得中国 证券监督管理委员会证监许可〔2025〕2972号文核准。公司聘请中信建投证券股 份有限公司（以下简称"中信建投证券"、"主承销商"或"保荐人（主承销商）"）为 本次发行 ...

艾为电子公告称，公司向不特定对象发行的可转债"艾为转债"已获核准，规模19.01亿元，债券代 码"118065"。原股东优先配售后的余额部分网上向公众投资者发售。原股东认购142.60万手，金额14.26 亿元；网上公众投资者缴款认购46.74万手，金额4.67亿元，放弃认购7888手，金额788.80万元。网上放 弃认购部分由保荐人中信建投证券包销，包销数量7888手，金额788.80万元，包销比例0.41%。 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 恒瑞医药：HRS-5346片被纳入突破性治疗品种名单 恒瑞医药公告，近日公司子公司山东盛迪医药有限公司的HRS-5346片被国家药品监督管理局药品审评中心纳入突破性治疗品种名单。脂蛋白(a)[Lp(a)]水平 升高是全球最普遍的单基因脂质疾病，是脂蛋白紊乱的典型表现之一，HRS-5346是一种Lp（a）口服小分子抑制剂。经查询，目前国内外尚无同类产品获批 上市。截至目前，HRS-5346片相关项目累计研发投入约为7630万元（未经审计）。 豫光金铅：未来白银价格能否继续上涨或维持高位存在不确定性 豫光金铅公告称，公司股票价格短期涨幅较大，连续五个交易日公司股票价格涨幅累计达到45.01%，存在交易风险。近期公司产品白银价格出现较大涨 幅，未来白银价格能否继续上涨或维持高位存在不确定性。公司经营情况未发生重大变化，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 东材科技：公司实际控制人、副董事长被留置 中稀有色：预计2025年净利润1亿元-1.3亿元 同比扭亏为盈 东材科技公告称，公司于2026年1月27日收到高金集团通知，高金集团于近日 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In the week of January 19 - 23, the stock market had large - scale net outflows of funds from important index ETFs, but the main indices were still oscillating strongly. The bond market was affected by regulatory news and the central bank's actions, with the 10 - year Treasury bond rate falling. The convertible bond market generally rose, with the CSI Convertible Bond Index up 2.92% [1][7][8]. - In the context of strong equity market sentiment and tight supply - demand of convertible bonds, the convertible bond market continued to rise last week, with the CSI Convertible Bond Index hitting a new high in nearly 10 years. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks [2][17]. - Looking forward, although the valuation vulnerability of the convertible bond market has further increased, the upward trend of the equity market is clear, providing support for convertible bond valuation. In the coming week, it is advisable to focus on sectors with high performance certainty and low - valuation leading stocks in under - performing industries [3][18]. 3. Summary by Relevant Catalogs 3.1 Market Focus (January 19 - 23) - **Stock Market**: There were large - scale net outflows of funds from important index ETFs, but the main indices were oscillating strongly with daily trading volume above 2.5 trillion yuan. The "15th Five - Year Plan" for power grid investment boosted the power grid equipment sector, and precious metals rose significantly due to global geopolitical situations. Different sectors showed fragmented performance on different days, and most Shenwan primary industries rose, with building materials, petroleum and petrochemicals, etc. leading the gains, while banks, communication, etc. lagging behind [1][7][8]. - **Bond Market**: The economic data announced last week was in line with expectations. The mid - week capital situation was tight but improved after the central bank's intervention. News of regulatory intention to cool the equity market was favorable for the bond market sentiment. The 10 - year Treasury bond rate closed at 1.8298% on Friday, down 1.26bp from the previous week [1][7][8]. - **Convertible Bond Market**: Most convertible bond individual securities rose. The CSI Convertible Bond Index was up 2.92% for the week, the median price was up 3.01%, and the arithmetic average parity was up 3.66%. The overall conversion premium rate decreased by 0.96% compared with the previous week. The textile and clothing, steel, and petroleum and petrochemical sectors in the convertible bond market led the gains, while social services, media, etc. lagged behind. In terms of individual bonds, Jiamei, Fuxin, etc. had the top gains, while Dongshi, Yinbang, etc. had the top losses. The total trading volume of the convertible bond market last week was 4395.97 billion yuan, with an average daily trading volume of 879.19 billion yuan, a decrease from the previous week [1][8][12]. 3.2 Views and Strategies (January 26 - 30) - **Risk Avoidance**: Strengthen the expected management of individual bond redemptions. Due to the "unexpected redemptions" of some targets at the beginning of the week, the valuation of high - parity convertible bonds was compressed. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks by considering factors such as remaining term and short - term stock price demands [2][17]. - **Investment Suggestions**: Although the valuation vulnerability of the convertible bond market has increased, the upward trend of the equity market provides support for convertible bond valuation. In the week of January 26 - 30, it is advisable to focus on sectors with high performance certainty such as semiconductor equipment and materials, chemical industry, lithium battery, CXO, etc., and low - valuation leading stocks in under - performing industries for absolute return funds [3][18]. 3.3 Valuation Overview - As of January 23, the average conversion premium rates of equity - biased convertible bonds in different price ranges were at high percentile values since 2010 and 2021. The average YTM of debt - biased convertible bonds with a parity below 70 yuan was - 5.66%, at the 0%/1% percentile since 2010 and 2021. The average implied volatility of all convertible bonds and the difference between the implied volatility and the long - term actual volatility of the underlying stocks were also at high percentile values [19]. 3.4 Primary Market Tracking - **Last Week (January 19 - 23)**: Aiwei and Longjian convertible bonds announced their issuance, and no convertible bonds were listed. Aiwei Convertible Bond has a scale of 19.01 billion yuan, and Longjian Convertible Bond has a scale of 10 billion yuan [26][27]. - **Next Week (January 26 - 30)**: No convertible bonds are announced for issuance, and Lianrui Convertible Bond will be listed, with a scale of 6.95 billion yuan [28][29]. - **Overall Situation**: As of January 23, there were 97 convertible bonds to be issued, with a total scale of 1522.3 billion yuan, including 8 that have been approved for registration, with a total scale of 61.6 billion yuan [30].