来源：新浪证券-红岸工作室 12月8日，好上好涨0.99%，成交额3.81亿元，换手率7.37%，总市值93.50亿元。 异动分析 今日主力净流入-388.86万，占比0.01%，行业排名24/33，连续2日被主力资金减仓；所属行业主力净流 入10.34亿，连续2日被主力资金增仓。 区间今日近3日近5日近10日近20日主力净流入-388.86万3030.42万-414.28万-3565.71万9156.87万 主力持仓 存储芯片+MCU芯片+星闪概念+芯片概念+人民币贬值受益 1、2023年6月1日互动易回复：公司代理的产品主要包括SoC芯片、无线芯片及模块、电源及功率器 件、模拟/数字器件、存储器等主动元器件，存储器业务是公司主要业务的方向之一。 2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、根据星闪联盟官网显示，公司全资子公司天午科技为星闪联盟会员。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新 ...

星闪概念板块领跌，下跌1.1%，其中惠伦晶体下跌4.48%，好上好下跌3.48%，博通集成下跌3.21%，国 科微、乐鑫科技、歌尔股份跌超2%。（AI生成） 星闪概念板块领跌，下跌1.1%，其中惠伦晶体下跌4.48%，好上好下跌3.48%，博通集成下跌3.21%，国 科微、乐鑫科技、歌尔股份跌超2%。（AI生成） ...

今年以来好上好已经15次登上龙虎榜，最近一次登上龙虎榜为11月13日，当日龙虎榜净买入-1.59亿 元；买入总计1.85亿元 ，占总成交额比7.72%；卖出总计3.43亿元 ，占总成交额比14.35%。 资料显示，深圳市好上好信息科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区高新南一 道002号飞亚达科技大厦1501A，成立日期2014年12月23日，上市日期2022年10月31日，公司主营业务 涉及主要向消费电子、物联网、照明等应用领域的电子产品制造商销售电子元器件,并提供相关产品设 计方案和技术支持等服务。主营业务收入构成为：分销业务99.08%，物联网产品设计及制造0.91%，其 他0.01%，芯片定制0.01%。 好上好所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：小盘、存储概念、送转填 权、机器人概念、物联网等。 12月3日，好上好盘中下跌2.09%，截至13:33，报30.46元/股，成交1.44亿元，换手率2.85%，总市值 90.42亿元。 资金流向方面，主力资金净流出889.95万元，特大单买入0.00元，占比0.00%，卖出179.39万元，占比 1.24%；大 ...

| 项目 | 变更前 | 变更后 | | --- | --- | --- | | 名称 | 北高智科技有限公司 | 无变化 | | 公司统一编号 | 54667229 | 无变化 | | 董事 | 朱植满 | 无变化 | | 注册资本 | 新台币 万元 2,500.00 | 无变化 | | 实收资本 | 新台币 万元 2,500.00 | 无变化 | | 成立日期 2014 年 1 月 15 日 | | 无变化 | | 注册地址 | 新北市汐止区新台五路 1 段 108 号 5 楼 | 新北市汐止区新台 五路 1 段 81 号 19 楼之 4 | | 主要生产经营地 | 新北市汐止区新台五路 段 号 楼 1 108 5 | 新北市汐止区新台 五路 段 号 1 81 19 楼之 4 | | 所营事业 | 电子材料零售业；电子材料批发业；国 际贸易业；产品设计业；除许可业务外， 得经营法令非禁止或限制之业务。 | 无变化 | 证券代码：001298 证券简称：好上好 公告编号：2025-095 深圳市好上好信息科技股份有限公司 关于子公司变更注册地址的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整 ...

Core Viewpoint - The company "好上好" has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year, indicating a positive outlook for the business and potential investment opportunities. Group 1: Stock Performance - On December 1, "好上好" stock rose by 2.01%, reaching 31.42 CNY per share, with a trading volume of 154 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 9.327 billion CNY [1] - Year-to-date, "好上好" stock price has increased by 82.31%, with a 3.02% rise in the last five trading days, a 4.06% decline over the last 20 days, and a 10.25% drop over the last 60 days [1] - The stock has appeared on the "龙虎榜" 15 times this year, with the most recent appearance on November 13, where it recorded a net buy of -159 million CNY [1] Group 2: Company Overview - "好上好" was established on December 23, 2014, and went public on October 31, 2022. The company is based in Shenzhen, Guangdong Province, and primarily sells electronic components to manufacturers in the consumer electronics, IoT, and lighting sectors [2] - The company's revenue composition is heavily weighted towards distribution business at 99.08%, with minimal contributions from IoT product design and manufacturing [2] - As of November 20, the number of shareholders increased to 76,900, a rise of 13.85%, with an average of 2,140 circulating shares per person, down by 11.48% [2] Group 3: Financial Performance - For the period from January to September 2025, "好上好" achieved a revenue of 6.128 billion CNY, reflecting a year-on-year growth of 14.46%, while the net profit attributable to shareholders was 49.1458 million CNY, up by 62.14% [2] - The company has distributed a total of 69.3405 million CNY in dividends since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the fifth largest shareholder, holding 1.6462 million shares as a new investor [3]

人民财讯11月28日电，好上好（001298）11月28日在机构调研时表示，公司今年业绩涨幅明显，主要原 因是市场环境好转、半导体行业整体需求上行所致；同时，公司在新领域拓展方面取得一定成果，其中 无线通讯模组、存储等领域的业绩增长较多，行业整体将持续向好，从而带动公司业绩的增长。 ...

证券代码：001298 证券简称：好上好 编号：2025-005 | | 特定对象调研 | | □分析师会议 | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 | | 业绩说明会 | | 类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 | | | | | 康卫荣 | 东方财富证券 | | | | 吕建新 | 亚威投资 | | | | 梁正芳 | 汇杰资本 | | | | 安佟亮 | 粤民投基金 | | | | 范尊武 | 涵崧基金 | | | | 林秋杏 | 涵崧基金 | | | 参与单位名称及 | 束佳黛 | 瑞业资产 | | | 人员姓名 | 刘靖 | 坚石资产 | | | | 陈建富 | 亿方富投资 | | | | 徐灵娥 | 前海骏杰 | | | | 孔庆华 | 前海骏杰 | | | | 李强 | 证金投资 | | | | 黄自成 | 图灵资产 | | | | 余礼冰 | 晓喆基金 | | | 时间 | 2025 年 11 | 月 28 日 | | | 地点 | 公司会议室 | | | | 上市公司接待人 | ...

Group 1 - The company "好上好" (001298) reported that as of November 20, 2025, it has a total of 76,943 accounts combining both ordinary and margin trading credit accounts [1]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., reported a revenue growth of 14.46% year-on-year for the first three quarters of 2025, amounting to 6.128 billion yuan, and outlined its strategic focus on emerging fields such as automotive and robotics during an investor interaction event [1][5]. Industry Development and Strategy - The company highlighted that national policies have been driving the semiconductor industry, leading to a robust development of the entire semiconductor supply chain. The company aims to leverage these policy benefits by focusing on large-scale applications in AI servers, mobile phones, PCs and peripherals, robotics, smart wearables, and toys [2]. Key Area Layout - In response to investor inquiries, the company disclosed that it has increased technical investments and resource allocation in the automotive, industrial new energy, and robotics sectors in 2025. The company is focusing on core production lines such as main control, interfaces, sensors, power supplies, and storage, with a growing customer base and steady business performance [3]. Overseas Business Response - The company emphasized its stable cooperation mechanisms with overseas partners, built on years of mutual trust. It is also actively evaluating macroeconomic risks and accelerating the introduction of domestic suppliers to ensure business continuity and stability through a diversified supply chain [4]. Performance Outlook - The company reported a sales revenue of 6.128 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 14.46%, laying a solid foundation for annual growth. The company is committed to maintaining a positive development trend across all business segments and aims to deliver excellent returns to investors [5].

Group 1: Industry Outlook and Strategic Planning - The semiconductor industry is benefiting from a series of supportive national policies aimed at accelerating development across the entire supply chain [2] - The company plans to leverage opportunities in AI technology applications, focusing on sectors such as AI servers, mobile devices, and robotics [3] Group 2: Market Expansion and Investment - In 2025, the company will increase its technical investments and resource allocation in automotive, industrial new energy, and robotics sectors [3] - The company has established itself as a core distributor for leading manufacturers in these fields, with steady growth in related performance [3] Group 3: Risk Management and International Operations - The company maintains stable relationships with overseas partners, supported by years of mutual trust and collaboration [3] - Ongoing assessments of macro risks and the introduction of domestic suppliers are part of the strategy to ensure business continuity and stability [3] Group 4: Financial Performance - In the first three quarters of 2025, the company reported sales revenue of 6.128 billion yuan, a 14.46% increase compared to the same period in 2024 [3] - The company aims to continue its positive growth trajectory and deliver excellent performance to its investors [3]