截至6月30日，通富微电股东户数27.60万，较上期减少6.46%；人均流通股5497股，较上期增加6.90%。 2025年1月-6月，通富微电实现营业收入130.38亿元，同比增长17.67%；归母净利润4.12亿元，同比增长 27.72%。 9月8日，通富微电盘中下跌2.05%，截至10:21，报31.55元/股，成交18.30亿元，换手率3.77%，总市值 478.80亿元。 分红方面，通富微电A股上市后累计派现4.54亿元。近三年，累计派现2.33亿元。 资金流向方面，主力资金净流出2.36亿元，特大单买入1.56亿元，占比8.50%，卖出2.92亿元，占比 15.93%；大单买入4.12亿元，占比22.53%，卖出5.13亿元，占比28.02%。 机构持仓方面，截止2025年6月30日，通富微电十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2507.39万股，相比上期增加213.28万股。华夏国证半导体芯片ETF（159995）位居第六大 流通股东，持股1966.32万股，相比上期增加79.31万股。南方中证500ETF（510500）位居第七大流通股 东，持股1802.27万股，相 ...

通富微电（002156.SZ）9月8日在投资者互动平台表示，2025年上半年，公司在光电合封（CPO）领域 的技术研发取得突破性进展，相关产品已通过初步可靠性测试。后续情况将根据客户及市场需求进行判 断。 每经AI快讯，有投资者在投资者互动平台提问：公司半年报提及CPO取得重大突破，产品通过初步可靠 性测试，请问是CPO产品送样到GPU厂商通过认证了吗？ （文章来源：每日经济新闻） ...

沪指9月5日上涨1.24%，申万所属行业中，今日上涨的有30个，涨幅居前的行业为电力设备、通信，涨 幅分别为7.19%、5.49%。电子行业今日上涨4.35%。跌幅居前的行业为银行，跌幅分别为0.99%。 资金面上看，两市主力资金全天净流入445.30亿元，今日有20个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨7.19%，全天净流入资金210.17亿元，其次是电子行业，日涨 幅为4.35%，净流入资金为107.78亿元。 | 688141 | | --- | | 杰华特 | | 12.29 | | 15.13 | | 17972.24 | 电子行业资金流出榜 主力资金净流出的行业有11个，商贸零售行业主力资金净流出规模居首，全天净流出资金15.95亿元， 其次是银行行业，净流出资金为15.53亿元，净流出资金较多的还有非银金融、食品饮料、社会服务等 行业。 电子行业今日上涨4.35%，全天主力资金净流入107.78亿元，该行业所属的个股共467只，今日上涨的有 460只，涨停的有17只；下跌的有4只。以资金流向数据进行统计，该行业资金净流入的个股有252只， 其中，净流入资金超亿 ...

| 代码 | 简称 | 深股通专用席位净买入（万元） | 当日涨跌幅（%） | 当日换手率（%） | | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 40102.46 | -15.58 | 11.77 | | 300394 | 天孚通信 | 28200.48 | -15.42 | 8.45 | | 000988 | 华工科技 | 19333.51 | -10.00 | 10.97 | | 000981 | 山子高科 | 7838.79 | -7.06 | 18.49 | | 002882 | 金龙羽 | 7502.04 | 10.01 | 25.25 | | 002222 | 福晶科技 | 6204.47 | -10.00 | 7.72 | | 002251 | 步步高 | 6163.03 | 9.98 | 16.61 | | 002115 | 三维通信 | 2847.34 | 4.80 | 53.57 | | 301488 | 豪恩汽电 | 2469.58 | -2.50 | 40.72 | | 002530 | 金财互联 | 850.68 | 9.96 | ...

Group 1 - The core point of the article is that Tongfu Microelectronics experienced a significant drop in stock price, reaching the daily limit down, with a trading volume of 6.731 billion yuan and a turnover rate of 13.52% [1][2] - Institutional investors showed a divergence in trading behavior, with a net sell of 27.51 million yuan from institutional seats and a net sell of 97.98 million yuan from the Shenzhen Stock Connect [2][3] - The stock saw a net outflow of 609 million yuan in principal funds, with large orders contributing to a net outflow of 424 million yuan [3] Group 2 - The stock's margin trading balance as of September 3 was 2.871 billion yuan, with a financing balance of 2.845 billion yuan and a securities lending balance of 25.91 million yuan [3] - Over the past five days, the financing balance increased by 888 million yuan, representing a growth of 45.40% [3] - Eight institutions rated the stock as a buy in the last five days, with Huatai Securities setting the highest target price at 41.68 yuan [3]

共封装光学(CPO)概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | -13.39 | 8.49 | -200259.72 | | 300502 | 新易盛 | -15.58 | 11.77 | -177797.78 | | 300394 | 天孚通信 | -15.42 | 8.45 | -114711.97 | | 000988 | 华工科技 | -10.00 | 10.97 | -84563.43 | | 002156 | 通富微电 | -10.01 | 13.52 | -60858.36 | | 600584 | 长电科技 | -5.48 | 5.95 | -49813.53 | | 300570 | 太辰光 | -15.39 | 14.51 | -49072.14 | | 603083 | 剑桥科技 | -10.00 | 15.90 | -47270.64 | | 000938 | 紫光股份 | -3.49 | 8.06 | -45531.53 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002371 | 北方华创 | -6.02 | 2.00 | -68816.05 | | 002156 | 通富微电 | -10.01 | 13.52 | -60858.36 | | 600584 | 长电科技 | -5.48 | 5.95 | -49813.53 | | 300604 | 长川科技 | -8.76 | 11.67 | -49146.30 | | 688012 | 中微公司 | -7.83 | 3.15 | -39363.05 | | 603893 | 瑞芯微 | -5.69 | 4.45 | -37022.43 | | 300474 | 景嘉微 | -5.78 | 6.22 | -24344.37 | | 300024 | 机器人 | -4.82 | 4.88 | -22809.03 | | 688347 | 华虹公司 | -10.96 | 10.62 | -22404.38 | | 600460 | 士兰微 | -4.72 | 4 ...

Investment Rating - The report maintains an "Overweight" rating for the semiconductor sector, driven by AI and domestic substitution [4]. Core Insights - The semiconductor industry is experiencing an upward cycle, with Q2 2025 revenue and net profit showing year-on-year and quarter-on-quarter growth, benefiting from AI-driven demand and ongoing domestic substitution efforts [4][12][26]. Summary by Sections Overall Industry Performance - The semiconductor sector achieved a revenue of 318.609 billion yuan in H1 2025, a year-on-year increase of 15.54%, and a net profit of 24.159 billion yuan, up 32.41% year-on-year. In Q2 2025, revenue reached 170.023 billion yuan, growing 15.17% year-on-year and 14.43% quarter-on-quarter, with net profit at 14.825 billion yuan, reflecting a year-on-year increase of 30.91% and a quarter-on-quarter increase of 58.82% [3][12][26]. Subsector Performance 1. **Semiconductor Equipment** - The semiconductor equipment sector reported H1 2025 revenue of 38.923 billion yuan, up 30.86% year-on-year, and a net profit of 6.306 billion yuan, up 18.84% year-on-year. Q2 2025 revenue was 21.038 billion yuan, a year-on-year increase of 28.80% and a quarter-on-quarter increase of 17.62% [27][32]. 2. **Semiconductor Materials** - The semiconductor materials sector achieved H1 2025 revenue of 22.416 billion yuan, up 11.73% year-on-year, with a net profit of 1.437 billion yuan, up 8.81% year-on-year. Q2 2025 revenue was 11.762 billion yuan, reflecting a year-on-year increase of 12.20% and a quarter-on-quarter increase of 10.40% [39][43]. 3. **Digital Chips** - The digital chip sector saw H1 2025 revenue of 87.129 billion yuan, up 24.72% year-on-year, and a net profit of 9.050 billion yuan, up 35.52% year-on-year. Q2 2025 revenue was 49.163 billion yuan, a year-on-year increase of 28.68% and a quarter-on-quarter increase of 29.49% [52][60]. 4. **Analog Chips** - The analog chip sector reported H1 2025 revenue of 24.502 billion yuan, up 13.16% year-on-year, with a net profit of 5.03 billion yuan, up 280.46% year-on-year. Q2 2025 revenue was 13.582 billion yuan, reflecting a year-on-year increase of 17.66% and a quarter-on-quarter increase of 24.38% [4][39]. 5. **Semiconductor Packaging and Testing** - The semiconductor packaging and testing sector achieved H1 2025 revenue of 45.864 billion yuan, up 18.73% year-on-year, with a net profit of 1.542 billion yuan, up 3.50% year-on-year. Q2 2025 revenue was 23.967 billion yuan, a year-on-year increase of 14.28% and a quarter-on-quarter increase of 9.46% [4][39]. 6. **Integrated Circuit Manufacturing** - The integrated circuit manufacturing sector reported H1 2025 revenue of 55.129 billion yuan, up 19.37% year-on-year, with a net profit of 2.814 billion yuan, up 44.65% year-on-year. Q2 2025 revenue was 27.857 billion yuan, reflecting a year-on-year increase of 16.14% and a quarter-on-quarter increase of 2.14% [4][39].

（文章来源：每日经济新闻） 每经AI快讯，9月4日，通富微电今日跌停，成交额67.31亿元，换手率13.52%，盘后龙虎榜数据显示， 深股通专用席位买入3.49亿元并卖出4.47亿元，2家机构专用席位净买入1.03亿元，有2家机构专用席位 净卖出1.30亿元。 ...

通富微电今日跌停，成交额67.31亿元，换手率13.52%，盘后龙虎榜数据显示，深股通专用席位买入 3.49亿元并卖出4.47亿元，2家机构专用席位净买入1.03亿元，有2家机构专用席位净卖出1.30亿元。 ...