证券日报网讯1月23日，紫光国微（002049）在互动平台回答投资者提问时表示，截至目前，公司间接 持有深圳市紫光同创电子股份有限公司27%的股份，紫光同创为公司参股企业。关于紫光同创的经营情 况、上市规划与业务进展等信息，敬请关注其公开披露的信息。 ...

证券日报网讯 1月23日，紫光国微在互动平台回答投资者提问时表示，目前公司正在对瑞能半导进行评 估、审计等工作，后续在交易草案中会涉及具体的条款。公司将严格按照《上市公司信息披露管理办 法》《关联交易管理制度》等文件的相关规定，及时履行信息披露义务，有效维护中小投资者的利益。 （编辑 袁冠琳） ...

证券日报网讯1月23日，紫光国微（002049）在互动平台回答投资者提问时表示，截至目前，公司持有 西安紫光国芯半导体股份有限公司6.78%的股份。根据企业会计准则，公司将对其投资在报表项目"其 他非流动金融资产"中列示，以公允价值计量且其变动计入当期损益。公司已获知紫光国芯于2026年1月 5日发布公告，已经向陕西省证监局提交上市辅导备案材料，申请在北交所上市，公司衷心祝愿紫光国 芯的上市进程顺利。 ...

证券日报网讯1月23日，紫光国微（002049）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司合并普通账户和融资融券信用账户全体股东总数为216137户。 ...

Market Overview - The semiconductor sector experienced a slight increase of 0.02% on January 23, with Zhenlei Technology leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] Top Gainers in Semiconductor Sector - Tanguo Technology (688270) saw a closing price of 215.93, with a significant increase of 20.00% and a trading volume of 306,400 shares, resulting in a transaction value of 6.166 billion [1] - Hangyu Micro (300053) closed at 22.96, up by 13.10%, with a trading volume of 1,644,800 shares and a transaction value of 3.686 billion [1] - Biyi Micro (688045) closed at 53.16, increasing by 12.72%, with a trading volume of 85,500 shares and a transaction value of 451 million [1] Top Losers in Semiconductor Sector - Jingchen Co. (688123) closed at 164.00, down by 7.87%, with a trading volume of 123,800 shares and a transaction value of 2.062 billion [2] - Mingwei Electronics (688699) closed at 55.07, decreasing by 6.53%, with a trading volume of 112,200 shares and a transaction value of 624 million [2] - Liandong Technology (301369) closed at 128.15, down by 5.79%, with a trading volume of 18,900 shares and a transaction value of 24.7 million [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 9.034 billion from institutional investors, while retail investors saw a net inflow of 7.113 billion [2] - Speculative funds recorded a net inflow of 1.921 billion [2] Individual Stock Capital Flow - Tanguo Technology (688270) had a net inflow of 5.91 billion from institutional investors, while it faced a net outflow of 4.03 billion from speculative funds [3] - Ziguang Guowei (002049) saw a net inflow of 3.13 billion from institutional investors, with a net outflow of 1.79 billion from speculative funds [3] - Wenta Technology (600745) recorded a net inflow of 2.71 billion from institutional investors, while speculative funds experienced a net outflow of 1.52 billion [3]

Core Viewpoint - Unisoc Microelectronics has shown a positive stock performance with a 10.11% increase year-to-date and a market capitalization of 73.73 billion yuan as of January 23 [1] Group 1: Stock Performance - On January 23, Unisoc's stock rose by 2.07%, reaching 86.78 yuan per share with a trading volume of 1.004 billion yuan and a turnover rate of 1.37% [1] - The stock has increased by 0.86% over the last five trading days, 12.37% over the last 20 days, and 1.46% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Unisoc achieved a revenue of 4.904 billion yuan, representing a year-on-year growth of 15.05%, and a net profit attributable to shareholders of 1.263 billion yuan, up by 25.04% year-on-year [2] Group 3: Shareholder Information - As of January 20, the number of shareholders for Unisoc increased to 216,100, a rise of 12.26%, while the average circulating shares per person decreased by 10.92% to 3,930 shares [2] - The company has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder with 33.8843 million shares, an increase of 17.09 million shares from the previous period [3] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as Huatai-PB CSI 300 ETF reducing its shares by 505,300 [3]

Market Trends - AI hardware penetration is increasing, leading to a rise in the semiconductor industry, with PCB and memory prices continuing to rise[4] - Lithium carbonate prices have surged by 12.7% due to supply constraints and improving downstream demand[6] - The pork price has improved by 2.4% month-on-month, supported by consumption policies and seasonal demand[5] Consumer Insights - In the real estate sector, the transaction area of commercial housing in 30 major cities has decreased by 30.5% year-on-year, with first-tier cities down by 35.4%[5] - Retail sales of passenger cars have dropped significantly, with a 32% year-on-year decline in daily sales, particularly in the new energy vehicle segment, which saw a 38% drop[5] Industry Developments - The domestic company Tiangong International is focusing on powder metallurgy technology for nuclear fusion materials, with a target of 25% revenue growth over the next three years[8] - The cement production in Uganda has increased from 370,000 tons in 2000 to 5.1 million tons in 2023, driven by rapid urbanization and economic growth[12] Company Performance - Hikvision's net profit for 2025 is projected to be 141.88 billion yuan, reflecting an 18.46% year-on-year increase, driven by high-quality growth strategies[40] - Netflix's revenue for FY26 is expected to reach $511 billion, with a net profit of $135 billion, indicating a 22.5% year-on-year growth[48]

第1笔成交价格为85.02元，成交8.20万股，成交金额697.16万元，溢价率为0.00%，买方营业部为机构专 用，卖方营业部为中信证券股份有限公司上海分公司。 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！ 1月22日，紫光国微收跌1.55%，收盘价为85.02元，发生1笔大宗交易，合计成交量8.2万股，成交金额 697.16万元。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为7359.91万元。该股近5个交易日累 计下跌1.93%，主力资金合计净流出7.08亿元。 责任编辑：小浪快报 ...

机构评级来看，近5日共有2家机构给予该股评级，预计目标价最高的是国泰海通证券，1月22日国泰海 通证券发布的研报预计公司目标价为107.06元。（数据宝） 1月22日紫光国微大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 8.20 | 697.16 | 85.02 | 0.00 | 机构专 | 中信证券股份有限公司上 | | | | | | 用 | 海分公司 | （文章来源：证券时报网） 紫光国微1月22日大宗交易平台出现一笔成交，成交量8.20万股，成交金额697.16万元，大宗交易成交价 为85.02元。该笔交易的买方营业部为机构专用，卖方营业部为中信证券股份有限公司上海分公司。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为7359.91万元。 证券时报·数据宝统计显示，紫光国微今日收盘价为85.02元，下跌1.55%，日换手率为4.78%，成交额为 34.84亿元，全天主力资金 ...

Group 1 - The core transaction involved 82,000 shares of Unisoc, with a total transaction value of 6.9716 million yuan, representing 0.2% of the total trading volume for the day [1][2] - The transaction price was 85.02 yuan per share, which was consistent with the market closing price on that day [1][2] - The buyer was an institutional investor, while the seller was Citic Securities Co., Ltd. Shanghai Branch [2]