Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [1]

Core Insights - Yingfang Micro has experienced a continuous three-day limit-up trading, indicating strong market interest and momentum in its stock performance [1] - The stock reached a limit-up at 9:25 AM with a trading volume of 0.20 billion yuan and a turnover rate of 0.24% [1] - The storage chip sector has seen increased activity, with leading companies in the industry announcing price hikes for related products, which has heightened market attention towards this field [1] - As a concept stock in the storage chip sector, Yingfang Micro has attracted significant capital interest due to these developments [1]

Core Viewpoint - The storage chip sector continues its upward trend, driven by a surge in demand due to the artificial intelligence boom and supply shortages, indicating a new "super cycle" in the global storage market [1]. Group 1: Market Performance - Yingfang Micro has reached its daily limit increase, while Shengke Nano and Langke Technology have risen over 10% [1]. - Other companies such as Lanke Technology, Purun Co., and Huatian Technology also experienced gains [1]. Group 2: Industry Trends - The U.S. stock market for storage has seen a significant rally, with major manufacturers' stock prices hitting historical highs [1]. - The demand for storage chips is experiencing a dramatic increase, attributed to the ongoing artificial intelligence trend [1].

证券日报网讯 1月21日，盈方微发布公告称，公司股票连续二个交易日内（2026年1月20日、1月21日） 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情况。经核实，公司前期披露的信息不存 在需要更正、补充之处；未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大影响的未公 开重大信息；公司经营情况正常，内外部经营环境未发生重大变化；公司于2026年1月20日披露了《盈 方微电子股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案》等相关公告，公 司拟通过发行股份及支付现金的方式取得上海肖克利信息科技股份有限公司100%股份、 FIRSTTECHNOLOGYCHINALIMITED（富士德中国有限公司）100%股份，并募集配套资金。截至本 公告披露日，本次交易相关的审计、评估工作尚未完成，公司会同有关各方正在积极推进本次交易的相 关工作。 （编辑 任世碧） ...

| | | | 1月21日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

盈方微公告称，公司股票在2026年1月20日、1月21日连续两个交易日收盘价格涨幅偏离值累计超20%， 属异常波动。公司拟发行股份及支付现金收购上海肖克利信息科技股份有限公司、富士德中国有限公司 各100%股份并募资，相关审计、评估未完成，交易尚需多项条件达成及主管部门批准，能否通过审议 及获批存不确定性。公司、大股东及其实控人无应披露未披露重大事项，大股东及其实控人在异常波动 期间未买卖股票。 ...

证券代码：000670 证券简称：盈方微 公告编号：2026-010 盈 方 微 电 子 股 份 有 限 公 司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 公司于 2026 年 1 月 20 日披露了《盈方微电子股份有限公司发行股份及支付 现金购买资产并募集配套资金暨关联交易预案》等相关公告，公司拟通过发行 股份及支付现金的方式取得上海肖克利信息科技股份有限公司 100%股份、 FIRST TECHNOLOGY CHINA LIMITED（富士德中国有限公司）100%股份， 并募集配套资金。本次交易尚需满足多项条件及取得相关主管部门的批准后方 可实施，包括但不限于公司再次召开董事会审议通过本次交易相关议案、交易 对方履行内部决策程序通过本次交易相关的议案、公司股东会审议通过本次交 易相关的议案、深交所审核通过本次交易方案、中国证监会同意注册等。本次 交易能否通过股东会审议以及能否取得监管机构的批准和注册存在不确定性， 就上述事项取得相关批准和注册的时间也存在不确定性。提请广大投资者注意 投资风险。 一、股票交易异常波动情 ...

| 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002931 | 锋龙股份 | 82.25 | 1.11 | 1259.21 | 103569.83 | 机械设备 | | 002156 | 通富微电 | 56.11 | 9.38 | 1303.71 | 73150.92 | 电子 | | 000670 | 盈方微 | 9.35 | 0.54 | 7808.02 | 73004.99 | 电子 | | 000066 | 中国长城 | 17.82 | 4.42 | 3427.68 | 61081.17 | 计算机 | | 000880 | 潍柴重机 | 33.43 | 5.22 | 1500.61 | 50165.40 | 汽车 | | 603078 | 江化微 | 25.92 | 0.44 | 1729.49 | 44828.35 | 电子 | | 002185 | 华天科技 | 14.18 | 10.81 | 2714.66 | 38493.82 | ...

Market Performance - The other electronic sector increased by 1.86% on January 21, with Zhongrong Electric leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Highlights - Zhongrong Electric (301031) closed at 143.40, up 20.00% with a trading volume of 50,300 shares and a transaction value of 720 million yuan [1] - Keli Ke (002782) closed at 22.84, up 10.02% with a trading volume of 256,500 shares [1] - Yingfang Micro (000670) closed at 9.35, up 10.00% with a trading volume of 44,700 shares [1] - Other notable stocks include Jingquan Hua (002885) up 5.84%, Zhongdian Port (001287) up 4.87%, and Ruikeda (688800) up 4.54% [1] Capital Flow - The other electronic sector experienced a net outflow of 334 million yuan from institutional investors, while retail investors saw a net inflow of 153 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Zhongdian Port (001287) had a net inflow of 204 million yuan from institutional investors, but a net outflow of 59.64 million yuan from speculative funds [3] - Zhongrong Electric (301031) saw a net inflow of 158 million yuan from institutional investors, with significant outflows from both speculative and retail investors [3] - Keli Ke (002782) had a net inflow of 148 million yuan from institutional investors, but also faced outflows from speculative and retail investors [3]