Core Viewpoint - The storage chip sector has seen a significant increase, with a rise of 4.08% on January 16, leading the concept sectors in terms of growth, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - The storage chip concept led the market with a 4.08% increase, while other sectors like Sora concept and advanced packaging saw declines of -4.67% and -4.34% respectively [2]. - Within the storage chip sector, 145 stocks experienced gains, with notable performers including Jin Sun (20% increase), Yingxin Development (10.16%), and Baicheng Co. (10.02%) [1][3]. Group 2: Capital Inflow - The storage chip sector attracted a net inflow of 16.514 billion yuan, with 116 stocks receiving net inflows, and 43 stocks exceeding 1 billion yuan in net inflow [2]. - The top stock for net capital inflow was Zhaoyi Innovation, with an inflow of 2.480 billion yuan, followed by Changdian Technology and Tongfu Microelectronics with inflows of 2.413 billion yuan and 1.418 billion yuan respectively [2]. Group 3: Stock Performance - Stocks with the highest net inflow ratios included Yingxin Development (30.62%), Changdian Technology (25.98%), and Baicheng Co. (20.63%) [3]. - Notable stock performances included Zhaoyi Innovation and Changdian Technology, both achieving a 10% increase, while other stocks like Yingxin Development and Baicheng Co. also showed strong gains [3][4].

融资融券数据显示，该股最新（1月15日）两融余额为30.42亿元，其中，融资余额为30.35亿元，融券余 额为668.82万元。近5日融资余额合计减少2.18亿元，降幅为6.69%，融券余额合计增加146.82万元，增 幅28.13%。（数据宝） 通富微电1月16日交易公开信息 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 深股通专用 | | 49927.53 | 57931.70 | | 买二 | | 国泰海通证券股份有限公司湛江万豪世家证券营业部 | 19783.27 | 87.54 | | 买三 | 机构专用 | | 10291.73 | 13799.51 | | 买四 | 机构专用 | | 9562.61 | 11552.17 | | 买五 | 机构专用 | | 8914.31 | 8748.49 | | 卖一 | 深股通专用 | | 49927.53 | 57931.70 | | 卖二 | 机构专用 | | 10291.73 | 13799.51 | | 卖三 | 机构专用 | | 9 ...

Core Insights - Recently, Beijing Xulun Technology Co., Ltd. completed a strategic financing round exceeding 100 million yuan in A4 round [1] - The financing was led by Northern Huachuang Industrial Investment Fund and Novartis Strategic Investment, with A3 round led by Beijing Electric Control Industrial Investment Fund and Qianhai Ark Fund [1] - The funds will be used for the second phase of expansion of UV Tape/DAF product lines, semiconductor packaging material R&D, and upgrading customer delivery systems [1] Company Overview - Xulun Technology has a core team from top domestic and international universities and research institutions, with rich experience in materials science and chemical engineering [1] - The company focuses on developing high-end semiconductor adhesive films and tapes, starting from basic resins such as acrylic, epoxy, and organic silicon [1] Infrastructure and Operations - Xulun Technology has a 5,000 square meter application R&D center in Beijing and a pilot base with a thousand-level clean coating facility in Hebei [2] - The company also has semiconductor-grade precision coating production lines with thousand-level and hundred-level clean standards in Jiangsu, and warehouses and technical support subsidiaries in Shanghai, Suzhou, Shenzhen, and Chengdu [2] Product Applications - The products of Xulun Technology are applied in critical process scenarios such as wafer thinning, cutting, chip mounting and stacking, substrate interlayer and line insulation, wafer-level packaging, and 2.5D/3D packaging [2] - The company serves various fields including RF chips, computing power chips, storage chips, and HBM [2]

证券代码：002156 证券简称：通富微电 通富微电子股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 鹏扬基金：章宏帆；泰康资产：余思雨；申万菱信：徐巡；拾贝 | | 人员姓名 | 投资：王祥宇；鑫元基金：施欣彤；南方基金：葛树名、金岚枫； | | | 兴银基金：阮姝漫；道仁资产：李晓光；汇丰晋信：刘昱辰；汇 | | | 添富：钱晨润；长江证券：钟智铧；丹羿投资：朱亮 | | 时间 | 2026 年 1 月 16 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 蒋澍 | | 员姓名 | | | | 一、公司概况 | | | 通富微电是集成电路封装测试服务提供商，为全球客户提供 | | | 从设计仿真到封装测试的一站式服务。公司的产品、技术、服务 | | | 全方位覆盖了人工智能、高性能计算、大数据存储、显示驱动、 ...

Market Overview - The A-share market experienced fluctuations today, with the Shanghai Composite Index closing down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2%. The total market turnover was 30,564 billion yuan. For the week, the Shanghai Composite Index fell by 0.45%, while the Shenzhen Component Index rose by 1.14% and the ChiNext Index rose by 1% [1]. Semiconductor Sector - The semiconductor industry chain saw significant gains, with semiconductor equipment remaining active. Notable stocks included Jinhai Tong, which hit the daily limit, and others like Jing Sheng Co., Fuchuang Precision, and Zhongke Feicai, which also experienced substantial increases [3]. - The storage chip sector performed strongly, with stocks like Jintaiyang hitting the daily limit, and companies such as Zhaoyi Innovation and Tongfu Microelectronics also reaching the daily limit. The stock of Yingxin Development surged to a closing price of 3.36 yuan per share, with a market capitalization of 19.729 billion yuan [3][5]. - Zhaoyi Innovation reached a closing price of 280.46 yuan per share, marking a historical high with a market capitalization of 195.41 billion yuan and a trading volume of 15.02 billion yuan [5]. AI and Storage Market - According to a report by Zheshang Securities, the urgent demand for memory bandwidth and capacity driven by AI training and inference is propelling the storage industry into a new growth cycle, with both volume and price on the rise. The AI technology revolution is reshaping storage demand, leading to upgrades towards high performance, large capacity, and low power consumption [6]. - The global storage market is projected to grow from $263.3 billion in 2025 to $407.1 billion by 2029, indicating a significant growth trajectory for the storage chip market [7]. Humanoid Robot Sector - The humanoid robot concept showed strength in the afternoon session, with stocks like Henghui Anfang hitting the daily limit. Analysts suggest that humanoid robots are gradually moving towards commercialization, with several manufacturers receiving large orders, indicating a shift towards mass production [8][10]. - The domestic and overseas humanoid robot industries are expected to resonate, accelerating the commercialization process globally [10]. National Fund Holdings - The National Fund holdings concept sector was active today, with a cumulative increase of 18.06% this year [10].

Group 1 - The National Big Fund holding concept rose by 4.07%, ranking second among concept sectors, with 41 stocks increasing in value, including Sanan Optoelectronics, Tongfu Microelectronics, and Changdian Technology reaching their daily limit [1] - Notable gainers included Baiwei Storage, Jingce Electronics, and Jiangbolong, which rose by 17.19%, 14.20%, and 13.48% respectively [1] - The concept sector saw a net inflow of 7.412 billion yuan, with 33 stocks receiving net inflows, and 17 stocks exceeding 1 billion yuan in net inflow [1] Group 2 - Leading stocks in terms of net inflow ratio included Changdian Technology, Sanan Optoelectronics, and Tongfu Microelectronics, with net inflow ratios of 25.98%, 23.66%, and 17.70% respectively [2] - The top three stocks by net inflow were Changdian Technology with 2.413 billion yuan, followed by Tongfu Microelectronics and Sanan Optoelectronics with 1.418 billion yuan and 1.178 billion yuan respectively [1][2] Group 3 - The storage chip concept increased by 4.08%, while the Sora concept (text video) and Kuaishou concept saw declines of 4.67% and 4.58% respectively [1] - Other notable sectors included advanced packaging and third-generation semiconductors, which rose by 3.53% and 3.23% respectively [1]

Core Viewpoint - The automotive chip sector has shown a significant increase, with a rise of 2.69% as of January 16, ranking it 8th among concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - The automotive chip concept saw 115 stocks increase, with notable performers including Sanan Optoelectronics, Dongfang New Energy, and Tongfu Microelectronics, which hit the daily limit up [1]. - The top gainers in the automotive chip sector included Baiwei Storage, China Resources Microelectronics, and Kaige Precision Machinery, with increases of 17.19%, 13.04%, and 9.13% respectively [1]. - Conversely, the sector also experienced declines, with Fenghuo Communication, *ST Huawang, and Longxin Zhongke dropping by 9.40%, 4.96%, and 4.86% respectively [1]. Group 2: Capital Flow - The automotive chip sector attracted a net inflow of 11.33 billion yuan, with 95 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflow [1]. - The leading stock in terms of net inflow was Zhaoyi Innovation, which saw a net inflow of 2.48 billion yuan, followed by Changdian Technology, Tongfu Microelectronics, and Sanan Optoelectronics with net inflows of 2.41 billion yuan, 1.42 billion yuan, and 1.18 billion yuan respectively [1]. - In terms of net inflow ratios, Dongfang New Energy, Datang Telecom, and Changdian Technology led with ratios of 56.37%, 27.86%, and 25.98% respectively [2].

Group 1 - The third-generation semiconductor concept index rose by 3.23%, ranking sixth among concept sectors, with 135 stocks increasing in value, including Tianyue Advanced and Jinyang Sun, which hit the 20% limit up [1] - Notable gainers in the sector included Sanan Optoelectronics, Yujing Co., and Tongfu Microelectronics, all reaching the limit up, while the biggest losers were Guanshang Technology, Antai Technology, and Haimeixing, with declines of 5.30%, 4.21%, and 3.77% respectively [1] Group 2 - The third-generation semiconductor sector saw a net inflow of 9.842 billion yuan, with 107 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflows [2] - The top net inflow was from Changdian Technology, with 2.413 billion yuan, followed by Tongfu Microelectronics, Sanan Optoelectronics, and Shenzhen Technology, with net inflows of 1.418 billion yuan, 1.178 billion yuan, and 629 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Changdian Technology, Sanan Optoelectronics, and Jinyang Sun led with net inflow rates of 25.98%, 23.66%, and 20.06% respectively [3] - The third-generation semiconductor concept's top stocks by net inflow included Changdian Technology, Tongfu Microelectronics, and Sanan Optoelectronics, with respective daily price increases of 10.00%, 10.00%, and 10.03% [3]

截至1月16日收盘，先进封装概念上涨3.53%，位居概念板块涨幅第3，板块内，124股上涨，甬矽电子 20%涨停，康强电子、通富微电、长电科技等涨停，佰维存储、汇成股份、精测电子等涨幅居前，分别 上涨17.19%、17.12%、14.20%。跌幅居前的有联赢激光、天和防务、雷电微力等，分别下跌3.21%、 2.67%、2.45%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 存储芯片 | 4.08 | Sora概念(文生视频) | -4.67 | | 国家大基金持股 | 4.07 | 快手概念 | -4.58 | | 先进封装 | 3.53 | DRG/DIP | -4.34 | | 中芯国际概念 | 3.44 | 短剧游戏 | -4.21 | | 光刻机 | 3.28 | 小红书概念 | -4.21 | | 第三代半导体 | 3.23 | AI语料 | -3.93 | | 同花顺果指数 | 2.74 | Web3.0 | -3.90 | | 汽车芯片 | 2.69 | 家庭医生 | -3.44 | | ...

Group 1 - The CPO concept saw significant gains on the afternoon of the 16th, with companies like Kexiang Co., Ltd. rising approximately 14%, and others such as Sanan Optoelectronics, Kechuan Technology, Changdian Technology, and Tongfu Microelectronics hitting the daily limit, while Robotech rose about 9% to reach a new high [1] - Nvidia announced on January 14 that its GB300 AI server will begin large-scale deliveries in the second quarter of 2026, indicating strong future demand for AI-related products [1] - According to Shanxi Securities, financial reports from North American optical communication companies show robust growth in AI market demand, with Nvidia's bulk shipments of the GB300 expected to significantly increase the demand for 1.6T optical modules [1] Group 2 - The fourth quarter is typically a peak period for capital expenditures among North American CSPs, suggesting that leading optical module manufacturers may experience considerable quarter-on-quarter revenue growth [1] - Supply of core materials such as optical chips has become a bottleneck for North American optical communication companies, while domestic optical communication firms benefit from localized delivery across the entire industry chain [1] - The increase in silicon photonics penetration is expected to accelerate the production of domestic CW silicon photonic source chips, with promising performance anticipated for silicon photonic FAUs and wavelength division multiplexing AWGs in 2026 [1]