此次收购瑞能，紫光国微则意在补全功率半导体产业链。紫光国微公告披露，公司在功率半导体细分领 域虽有一定技术储备与市场应用，但尚未形成规模化、体系化的业务布局，收购瑞能半导体后，可整合 功率半导体产品矩阵，快速补齐制造环节，完善半导体产业链布局。 半导体并购再传来新消息，芯片巨头紫光国微更新了收购瑞能半导体的进度条。 1月15日，紫光国微（002049.SZ）开盘涨停，报86.69元/股，总市值达736.54亿元。 消息面上，1月14日，紫光国微披露并购方案，拟通过发行股份及支付现金的方式，向南昌建恩、北京 广盟、天津 瑞芯、建投华科等 14 名交易对方购买其合计持有的瑞能半导 100%股权，并拟向不超过 35 名特定投资者发行股份募集配套资金。 在此之前，紫光国微与瑞能半导体已有关联。紫光国微公告显示，紫光国微控股股东新紫光集团和智广 芯董事长李滨在过去 12 个月内曾担任瑞能半导体董事长，且合计穿透持有瑞能半导体8.29%股权；紫 光国微董事长陈杰间接持有瑞能半导体0.75%股份。根据《深圳证券交易所股票上市规则》等相关规 定，本次交易构成关联交易。 紫光国微成立于2001年，隶属于综合性集成电路企业新紫光 ...

今日（1月15日）午后，电子板块强势拉升，截至收盘，电子板块领涨两市，全天获主力资金净流入 168.62亿元，板块吸金额高居31个申万一级行业首位！ 热门ETF方面，荟聚电子板块核心龙头的电子ETF（515260）场内价格劲涨1.88%，一举收复5日均线。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 紫光国微 | 10.00% | | 电子 | 来自体 | 数字芯片设计 | 737 Z | 10.43亿 | | 2 | 华润微 | 7.58% | nw | 电子 | 非导体 | 集成电路制造 | 801亿 | 19.86亿 | | 3 | 立讯精密 | 7.07% | mart | 电子 | 消费电子 | 消费电子零部件及组装 | 4180亿 | 145.97亿 | | 4 | 中微公司 | 5.28% | Show | 电子 | 非导体 | 非导体设备 | 2323 Z | 64.201Z | | ટ ...

截至今日（1月15日）收盘，上证指数报收4112.6点，下跌0.33%；深证成指收于14306.73点，上涨 0.41%。创业板指上涨0.56%；科创50指数下跌0.46%。 不含未开板新股，今日可交易A股中，上涨个股超2200只，占比超40%，下跌个股超3100只。其中，收 盘封死涨停的有63股，跌停股有72股。另外，29股封板未遂，整体封板率为68.48%。 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 责编：谢伊岚 MACD金叉信号形成，这些股涨势不错！ 从封单力度来看，华胜天成、德邦股份、博菲电气等力度较大，分别为12.68%、9.93%、8.19%。 | 代码 | 前杯 | 涨停封单金额 | 涨停板情况 | 涨停原因 | | --- | --- | --- | --- | --- | | | | (亿元) | | | | 600410 | 华胜天成 | 33.95 | 5日3板 | 阿里Al+AI算力+DeepSeek合作 | | 603056 | 德邦股份 | 17.11 | 2连板 | 京东协同+机器人概念 | | 002049 | 案光国微 | 11.71 | 首板 | 收 ...

Core Viewpoint - The demand for high bandwidth memory (HBM) driven by artificial intelligence and high-performance computing continues to rise, leading to active performance in the HBM sector on the secondary market. Company Summaries - **Unisoc (紫光国微)**: Latest stock price is 86.69 CNY with a daily increase of +10.00%. The company's HBM products are in the sample system integration verification stage [1] - **Chipone (芯源微)**: Latest stock price is 209.09 CNY with a daily increase of +10.63%. The company has received high recognition from downstream customers in the HBM and 2.5D/3D packaging fields, with multiple products in mass production [2] - **Zhongke Feimeng (中科飞测)**: Latest stock price is 196.98 CNY with a daily increase of +9.20%. The company's graphic wafer defect detection equipment and 3D morphology measurement equipment have passed verification from multiple domestic HBM customers, achieving mass shipments [3] - **Yake Technology (雅克科技)**: Latest stock price is 92.68 CNY with a daily increase of +6.63%. The company's subsidiary UP Chemical is a core supplier of precursors for SK Hynix, supplying materials needed for HBM [4] - **JCET (长电科技)**: Latest stock price is 43.99 CNY with a daily increase of +4.79%. The company has launched the XDFOI high-performance packaging technology platform, which supports advanced packaging requirements for HBM [5] - **Shannon Microelectronics (香农芯创)**: Latest stock price is 170.53 CNY with a daily increase of +4.29%. The company is one of the distributors for SK Hynix and holds agency qualifications for HBM products, positioned in the core supply chain of the industry [6] - **Semei Shanghai (盛美上海)**: Latest stock price is 204.77 CNY with a daily increase of +5.23%. The company’s wet processing equipment and copper plating equipment can be used in HBM manufacturing processes, and related packaging equipment can be used for its 2.5D packaging technology [7] - **Lianrui New Materials (联瑞新材)**: Latest stock price is 64.65 CNY with a daily increase of +6.74%. The company supplies packaging materials for HBM, including ball silicon and Lowα ball aluminum used in GMC (granular epoxy molding compound) [8] - **Feikai Materials (飞凯材料)**: Latest stock price is 26.19 CNY with a daily increase of +6.94%. The company produces and sells epoxy molding compounds (EMC), which are key materials required for HBM storage chip manufacturing [9]

证券日报网讯 1月15日，紫光国微在互动平台回答投资者提问时表示，瑞能半导体科技股份有限公司 （以下简称"瑞能半导"）是一家拥有芯片设计、晶圆制造、封装设计和模块封装测试的一体化经营功率 半导体企业。若公司发行股份及支付现金购买瑞能半导控股权或全部股权并募集配套资金暨关联交易事 项顺利完成，公司可整合功率半导体产品矩阵，快速补齐制造环节，完善半导体产业链布局，进一步巩 固现有行业优势地位，增强公司在半导体产业的综合竞争力。 （文章来源：证券日报） ...

Market Overview - A-shares showed mixed performance on the 15th, with the Shanghai Composite Index declining while the Shenzhen Component and ChiNext Index rebounded at the close [1][13] - The total trading volume in the A-share market fell below 3 trillion yuan, with a decrease of approximately 1 trillion yuan compared to the previous day [1][13] - Over 3,100 stocks in the A-share market closed lower, with significant declines in AI application concepts and commercial aerospace stocks [1][13] ETF Trading Activity - The trading volume of broad-based ETFs surged, with the CSI 500 ETF reaching approximately 26.3 billion yuan, marking a historical high [2][14] - The trading volume of the CSI 300 ETF exceeded 25 billion yuan, also setting a record since October 9, 2024 [2][14] Semiconductor Sector - The semiconductor sector experienced a strong rally in the afternoon, with notable performances from lithography machines and memory chip concepts [3][15] - Blue Arrow Electronics and Silicon Power both hit the 20% daily limit up, while Shanghai Xinyang rose over 16% [3][15] Nonferrous Metals Sector - The nonferrous metals sector saw significant gains, with stocks like Zinc Industry Co., Sichuan Gold, and Xianglu Tungsten hitting the daily limit up [6][19] - Spot silver prices surged over 7%, breaking the $93 mark, while spot gold reached a new high of $4,643 per ounce [19][21] AI Application Concepts - AI application concepts faced a substantial pullback, with stocks like Star Map Measurement Control and Worth Buying dropping over 20% [9][22] - Worth Buying announced that its AI-related business is still in the initial investment stage and does not significantly impact its overall operations [24][25] Company Announcements - Tianlong Group and Blue Focus both clarified their business focuses, stating they do not engage in AI or GEO-related activities, highlighting the risks of market speculation [11][24] - Galaxy Securities noted that global geopolitical tensions may drive demand and value reassessment for strategic metals, supporting price increases for key nonferrous metals [21]

Market Overview - A-share market showed divergence with the Shanghai Composite Index declining while the Shenzhen Component and ChiNext Index rebounded at the close, with total trading volume shrinking to 3 trillion yuan [1] - The Shanghai Composite Index fell by 0.33% to 4112.6 points, while the Shenzhen Component rose by 0.41% and the ChiNext Index increased by 0.56% [1] - Over 3100 stocks in the A-share market were in the red, with significant declines in AI application concepts and commercial aerospace stocks [1] ETF Trading Activity - Notable trading volume in broad-based ETFs, with the CSI 500 ETF reaching approximately 26.3 billion yuan, marking a historical high [2] - Other ETFs such as the CSI 300 ETF also saw significant trading volumes, doubling compared to the previous day [2] Semiconductor Sector - The semiconductor sector experienced a strong afternoon rally, with companies like Blue Arrow Electronics and Silicon Power reaching their daily limit up of 20% [4] - Shanghai Xinyang saw a rise of over 16%, while other semiconductor stocks also performed well, indicating a positive trend in this sector [4] Non-ferrous Metals Sector - The non-ferrous metals sector was active, with stocks like Zinc Industry and Sichuan Gold hitting their daily limit up [8] - The price of silver reached a historical high, surpassing 93 dollars, with gold also hitting record levels at 4643 dollars per ounce [8][10] AI Application Concepts - The AI application sector saw a significant pullback, with stocks like Star Map Control and Worth Buying dropping over 20% [12] - Companies in this sector issued announcements clarifying their limited involvement in AI-related businesses, which contributed to the decline in stock prices [14]

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！ 今日午后，半导体制造巨头台积电公布2025年第四季度业绩，公司第四季度净利润超出市场预期。受此 消息推动，半导体产业链午后强势拉升，蓝箭电子"20CM"涨停，13：24，康强电子直线拉升，不到1分 钟涨停。 农药股午后拉升，江山股份涨停，利尔化学、广信股份等跟涨。 商业航天、AI应用两大近期热门板块调整，多只前期热门股大幅下跌。国博电子、星环科技、天龙集 团、值得买、泓博医药等"20CM"跌停，星图测控跌超20%，雷科防务、航天电子等跌停。 半导体产业链强势拉升 今日临近尾盘，深证成指、创业板指双双发力翻红。 截至收盘，上证指数跌0.33%，深证成指涨0.41%，创业板指涨0.56%。全市场成交额为29384亿元。 盘面上，有色金属方向活跃，贵金属、能源金属等板块涨幅居前，四川黄金涨停，湖南白银涨超6%。 今日午后，半导体产业链强势拉升，存储芯片、光刻机、先进封装等板块涨幅居前。截至收盘，蓝箭电 子、矽电股份"20CM"涨停，康强电子、紫光国微涨停，芯源微、恒坤新材大涨。 美股半导体设备股夜盘集体拉升，阿斯麦、台积电、应用材料等一度涨超 ...

不过，近年来紫光国微的业绩呈现下滑态势。2022年-2024年，公司营业收入分别为71.2亿元、75.65亿 元、55.11亿元。同期归母净利润录得26.32亿元、25.31亿元、11.79亿元，其中2023年、2024年分别同比 下滑3.84%、53.4%。 不过，得益于2025年行业景气度回升及下游市场需求改善，公司特种集成电路业务下游需求增加，产品 销售量增加，公司经营业绩有所回温。数据显示，2025年1-9月，公司实现营业收入49.04亿元，同比增 长15.05%；归母净利润12.63亿元，同比增长25.04%。 今日开盘，公司股票及可转换公司债券复牌双双大涨。其中，股票开盘即一字涨停，截至发稿股价报 86.69元/股，较停牌前一交易日上涨10%，总市值约736.5亿元；可转换公司债券"国微转债"截至发稿报 146.4元，较停牌前一交易日上涨11.47%。 公开信息显示，此次被收购标的瑞能半导是国内稀缺的功率半导体一体化经营企业，成立于2015年，前 身为恩智浦双极功率器件业务，2019年恩智浦完全退出后成为中资100%控股企业。其核心业务为功率 半导体的研发、生产和销售，具备芯片设计、晶圆制造、封装 ...

中国经济网北京1月15日讯 紫光国微(002049.SZ)昨晚披露的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显示，上市公司拟以发行股份及支付现金的方式向南昌建恩、北京广盟、天津瑞 芯、建投华科等14名交易对方购买其合计持有的瑞能半导100%股权。本次交易完成后，瑞能半导将成 为上市公司全资子公司。 截至预案签署日，标的公司的审计和评估工作尚未完成，标的资产评估值及交易作价尚未确定。标 的资产的最终交易价格将以符合《证券法》规定的资产评估机构出具的评估结果为基础，经交易各方协 商确定，并在重组报告书中予以披露。 本次交易中，上市公司拟采用询价方式向不超过35名特定投资者发行股份募集配套资金，募集配套 资金的总额不超过本次交易中以发行股份方式购买资产的交易价格的100%，且发行股份数量不超过本 次发行前上市公司总股本的30%，最终发行数量以经中国证监会同意注册的发行数量为上限。 本次交易募集配套资金可用于支付本次交易中的现金对价、中介机构费用、相关税费、标的公司项 目建设、标的公司和上市公司的偿还贷款和补充流动资金等，其中补充流动资金、偿还债务不超过交易 作价的25%，或者不超过募集配套资金总额的 ...