证券日报网讯通富微电9月8日在互动平台回答投资者提问时表示，公司主营集成电路封装测试业务，公 司客户资源覆盖国际巨头企业以及各个细分领域龙头企业，大多数世界前20强半导体企业和绝大多数国 内知名集成电路设计公司都已成为公司客户。 （文章来源：证券日报） ...

证券日报网讯通富微电（002156）9月8日在互动平台回答投资者提问时表示，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。 ...

格隆汇9月8日丨通富微电(002156.SZ)在互动平台表示，公司封测的芯片有应用在数据中心上。 ...

Company Overview - Tongfu Microelectronics Co., Ltd. is located in Chongchuan Development Zone, Nantong City, Jiangsu Province, and was established on February 4, 1994. The company was listed on August 16, 2007. Its main business involves integrated circuit packaging and testing, with revenue composition being 96.98% from integrated circuit packaging and testing and 3.02% from sales of molds and materials [1]. Stock Performance - As of September 8, Tongfu Microelectronics' stock price decreased by 2.05%, trading at 31.55 CNY per share, with a total market capitalization of 47.88 billion CNY. The stock has seen a year-to-date increase of 6.93%, a decline of 9.55% over the last five trading days, a rise of 14.94% over the last 20 days, and an increase of 35.67% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on September 4, where it recorded a net buy of -155 million CNY [1]. Financial Performance - For the period from January to June 2025, Tongfu Microelectronics achieved a revenue of 13.038 billion CNY, representing a year-on-year growth of 17.67%. The net profit attributable to shareholders was 412 million CNY, reflecting a year-on-year increase of 27.72% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Tongfu Microelectronics was 276,000, a decrease of 6.46% from the previous period. The average number of tradable shares per shareholder increased by 6.90% to 5,497 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest shareholder, holding 25.0739 million shares, an increase of 2.1328 million shares from the previous period [3].

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） ...

Market Overview - The Shanghai Composite Index rose by 1.24% on September 5, with 30 out of 31 sectors experiencing gains, led by the power equipment and communication sectors, which increased by 7.19% and 5.49% respectively [1] - The electronic sector also saw a significant increase of 4.35% [1] Capital Flow Analysis - The net inflow of capital in the two markets reached 44.53 billion yuan, with 20 sectors experiencing net inflows [1] - The power equipment sector had the highest net inflow of 21.02 billion yuan, followed by the electronic sector with a net inflow of 10.78 billion yuan [1] - Conversely, 11 sectors experienced net outflows, with the retail sector leading with a net outflow of 1.595 billion yuan, followed closely by the banking sector with a net outflow of 1.553 billion yuan [1] Electronic Sector Performance - The electronic sector had 467 stocks, with 460 stocks rising and 17 hitting the daily limit up, while only 4 stocks declined [2] - A total of 252 stocks in the electronic sector saw net inflows, with 34 stocks having net inflows exceeding 100 million yuan [2] - The top three stocks with the highest net inflows were Shenghong Technology (1.356 billion yuan), Luxshare Precision (907.48 million yuan), and Founder Technology (882.19 million yuan) [2] Electronic Sector Outflow Analysis - The electronic sector also had stocks with significant net outflows, with Shengli Precision leading at -533.48 million yuan, followed by Dongxin Co. at -310.71 million yuan and Tongfu Microelectronics at -167.21 million yuan [4]

Core Insights - On September 4, 2023, a total of 23 stocks appeared on the Longhu list with the presence of Shenzhen Stock Connect special seats [1] - Among the 48 stocks listed, net purchases were made in stocks such as Xinyi Technology, Tianfu Communication, and Huagong Technology, with net buying amounts of 401.02 million yuan, 282.00 million yuan, and 193.34 million yuan respectively [1][2] - Conversely, net sales were observed in stocks like Yanshan Technology, Hudian Co., and Tongfu Microelectronics, with net selling amounts of 537.98 million yuan, 145.08 million yuan, and 97.98 million yuan respectively [1][2] Summary by Category Net Purchases - Xinyi Technology: 40102.46 million yuan, with a decline of 15.58% and a turnover rate of 11.77% [2] - Tianfu Communication: 28200.48 million yuan, with a decline of 15.42% and a turnover rate of 8.45% [2] - Huagong Technology: 19333.51 million yuan, with a decline of 10.00% and a turnover rate of 10.97% [2] - Other notable net purchases include: - Shanzigaoke: 7838.79 million yuan, -7.06% [2] - Jinlongyu: 7502.04 million yuan, +10.01% [2] - Fuzjing Technology: 6204.47 million yuan, -10.00% [2] Net Sales - Yanshan Technology: -53798.40 million yuan, with a decline of 9.98% and a turnover rate of 24.25% [2] - Hudian Co.: -14507.65 million yuan, with a decline of 10.00% and a turnover rate of 4.52% [2] - Tongfu Microelectronics: -9797.54 million yuan, with a decline of 10.01% and a turnover rate of 13.52% [2] - Other notable net sales include: - Lio Co.: -5161.36 million yuan, -10.00% [2] - Huisheng Ecology: -2614.93 million yuan, -9.83% [2] - Han Zhong Precision: -3801.46 million yuan, -9.95% [2]

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]

Group 1 - The Co-Packaged Optics (CPO) sector experienced a decline of 5.74%, ranking among the top losers in the concept sector, with stocks like Tongfu Microelectronics, Huagong Technology, and Cambridge Technology hitting the daily limit down [1][2] - Major funds saw a net outflow of 14.876 billion yuan from the CPO sector today, with 98 stocks experiencing net outflows, and 33 stocks seeing outflows exceeding 100 million yuan [2][3] - The stock with the highest net outflow was Zhongji Xuchuang, with a net outflow of 2.003 billion yuan, followed by Xinyi Sheng and Tianfu Communication with net outflows of 1.778 billion yuan and 1.147 billion yuan respectively [2][3] Group 2 - The top gainers in the CPO sector included Luxshare Precision and Feilixin, which rose by 2.71% and 2.44% respectively [1][5] - The overall market sentiment was negative, with several other sectors also experiencing declines, such as the AI sector and advanced packaging, which fell by 5.11% and 4.09% respectively [2][3] - The trading volume for the CPO sector was significant, with stocks like Zhongji Xuchuang and Xinyi Sheng showing high turnover rates of 8.49% and 11.77% respectively [3][4]

Group 1 - The National Big Fund holding concept declined by 5.84%, ranking among the top declines in concept sectors as of the market close on September 4 [1][2] - Within the National Big Fund holding sector, Tongfu Microelectronics hit the daily limit down, while other companies like Saiwei Electronics, Huahong Semiconductor, and Tailin Microelectronics also experienced significant declines [1][2] - The sector saw a net outflow of 6.528 billion yuan from major funds, with 45 stocks experiencing net outflows, and 21 stocks seeing outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stocks in the National Big Fund holding sector included Northern Huachuang with a net outflow of 688.16 million yuan, followed by Tongfu Microelectronics with 608.58 million yuan, and Changdian Technology with 498.14 million yuan [2][3] - Other notable stocks with significant net outflows included Changchuan Technology, Zhongwei Company, and Ruixin Micro, with outflows of 491.46 million yuan, 393.63 million yuan, and 370.22 million yuan respectively [2][3] - The overall market sentiment in the National Big Fund holding sector reflects a bearish trend, with multiple companies experiencing substantial declines in their stock prices [1][2]