通富微电(002156.SZ)公告，公司股东国家集成电路产业投资基金股份有限公司在2025年7月18日至2025 年8月6日期间，通过大宗交易方式合计减持公司股份1314.24万股，本次减持前持股比例为7.77%，减持 后持股比例为6.91%。 ...

证券代码：002156 证券简称：通富微电 公告编号：2025-035 通富微电子股份有限公司 关于持股 5%以上股东股份变动比例触及 1%整数倍的公告 现公司收到产业基金出具的《关于通富微电子股份有限公司股份变动触及 1% 整数倍的告知函》，产业基金在 2025 年 7 月 18 日至 2025 年 8 月 6 日期间，通过 大宗交易方式合计减持公司股份 13,142,400 股，本次减持前持股比例为 7.77%， 减持后持股比例为 6.91%，具体减持及权益变动情况如下： | 1.基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 国家集成电路产业投资基金股份有限公司 | | | | | | | 住所 | 北京市北京经济技术开发区景园北街 2 号 52 | 幢 | 7 | 层 | 718 | 室 | | 权益变动时间 | 2025 年 7 月 18 日-2025 年 8 月 6 日 | | | | | | 权益变动过程 因自身经营管理需要，公司股东国家集成电路产业投资基 金股份有限公司于 2025 年 7 月 ...

通富微电公告称，公司股东国家集成电路产业投资基金股份有限公司在2025年7月18日至8月6日期间， 通过大宗交易方式减持公司股份1314.24万股，减持后持股比例降至6.91%。 （文章来源：第一财经） ...

Group 1 - The core transaction involved Tongfu Microelectronics, with a block trade of 1.4324 million shares [1] - The total transaction value was 35.108 million yuan, accounting for 2.48% of the total trading volume on that day [1] - The transaction price was 24.51 yuan per share, representing an 11.61% discount compared to the market closing price of 27.73 yuan [1]

金融界消息 截至2025年8月6日收盘，通富微电（002156）报收于27.73元，上涨1.84%，换手率3.33%， 成交量50.46万手，成交金额13.81亿元。 通富微电最新一期业绩显示，截至2025一季报，公司营业总收入60.92亿元、同比增长15.34%，归属净 利润1.01亿元，同比增长2.94%，扣非净利润1.04亿元，同比增长10.19%，流动比率0.881、速动比率 0.661、资产负债率60.58%。 天眼查商业履历信息显示，通富微电子股份有限公司，成立于1994年，位于南通市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本151759.6912万人民币，实缴资本6914.3459 万人民币。公司法定代表人为石磊。 通过天眼查大数据分析，通富微电子股份有限公司共对外投资了21家企业，参与招投标项目66次，知识 产权方面有商标信息16条，专利信息979条，此外企业还拥有行政许可55个。 来源：金融界 资金流向方面，今日主力资金净流入6520.81万元，占比成交额4.72%。其中，超大单净流入2416.46万 元、占成交额1.75%，大单净流入4104.35万元、占成交 ...

Core Viewpoint - Since July, the A-share market has rebounded, leading to a continuous increase in financing balance, reaching a record high in over 10 years by July 31 [1][3]. Financing Balance Overview - As of August 1, the A-share market financing balance was reported at 1,966.27 billion yuan, with a margin trading balance of 135.83 billion yuan. The financing balance increased by 128.13 billion yuan since July [1][3]. - In July, there were 24 trading days, with financing balance increases on 21 days, accounting for nearly 90%. Notably, on July 21, 22, 28, and 29, the financing balance increased by over 15 billion yuan each day [3]. Industry Performance - Among the 31 primary industries, 30 saw an increase in financing balance since July. The pharmaceutical and biological industry led with a net buying amount of 15.63 billion yuan, followed by electronics at 13.75 billion yuan and electric power equipment at 10.80 billion yuan [3][5]. - The only industry to experience net selling was the oil and petrochemical sector, with a net selling amount of 1.19 billion yuan [3]. Individual Stock Performance - The top ten stocks with the highest net buying amounts since July include: - Xinyi Technology: 3.18 billion yuan - Northern Rare Earth: 2.18 billion yuan - Shenghong Technology: 1.49 billion yuan - Feilihua: 1.46 billion yuan - Jianghuai Automobile: 1.41 billion yuan - WuXi AppTec: 1.37 billion yuan - CATL: 1.31 billion yuan - China Power Construction: 1.17 billion yuan - Kweichow Moutai: 1.08 billion yuan - Changjiang Electric Power: 1.07 billion yuan [7][8]. - The majority of these stocks have seen significant price increases, with Feilihua rising nearly 60% [7]. Net Selling Overview - Since July, 83 stocks experienced net selling exceeding 100 million yuan, with the top ten being: - CITIC Securities: -1.11 billion yuan - Sunshine Power: -767 million yuan - Wuliangye: -627 million yuan - Sifang Jingchuang: -569 million yuan - BOE Technology: -489 million yuan - BeiGene: -425 million yuan - Ningbo Bank: -395 million yuan - Muyuan Foods: -386 million yuan - GF Securities: -382 million yuan - Hengli Petrochemical: -367 million yuan [10][11]. Margin Trading Overview - As of August 1, the A-share market's margin trading balance was 135.83 billion yuan, with an increase of 1.28 billion yuan since July [13]. - The stocks with the highest margin trading balances included Kweichow Moutai, China Merchants Bank, and Ping An Insurance [13]. Conclusion - The A-share market has shown a robust increase in financing activities, particularly in the pharmaceutical and electronics sectors, indicating strong investor confidence and potential growth opportunities in these industries [1][3][5].

Summary of Key Points Core Viewpoint - Tongfu Microelectronics experienced significant trading activity on August 4, with a total of 16 transactions on the block trading platform, amounting to 3.47 million shares and a total transaction value of 84.74 million yuan, reflecting a discount of 9.92% compared to the closing price of the day [2][3]. Trading Activity - The average transaction price was 24.42 yuan, with institutional special seats participating in 7 of the transactions, resulting in a net purchase of 60.32 million yuan [2]. - Over the past three months, Tongfu Microelectronics has recorded a total of 45 block trades, with a cumulative transaction value of 282 million yuan [2]. Stock Performance - The closing price of Tongfu Microelectronics on August 4 was 27.11 yuan, showing a slight decline of 0.07%, with a daily turnover rate of 1.98% and a total trading volume of 812 million yuan [2]. - The stock has seen a cumulative decline of 1.42% over the past five days, with a total net outflow of 157 million yuan during the same period [2]. Margin Trading Data - The latest margin financing balance for Tongfu Microelectronics stands at 1.753 billion yuan, having increased by 96.14 million yuan over the past five days, representing a growth rate of 5.80% [2].

Industry Overview - The Chinese secure storage chip market is experiencing rapid growth driven by the implementation of national information security strategies and accelerated domestic substitution processes. The market size is projected to reach 18.67 billion RMB in 2024, representing a year-on-year growth of 19.3% [1][16]. - By 2025, the market size is expected to exceed 21.85 billion RMB, supported by increased investments in information security infrastructure and the scaling of projects like IC cards and electronic IDs [1][16]. Market Structure - The secure storage chip market is characterized by a clear structural feature, with the financial payment sector maintaining a leading position with a 42% market share in 2024. The government and public service applications follow closely with a 28% market share [17]. - Emerging applications in industrial control and vehicle networking, although currently smaller in market share, are growing rapidly and are expected to reshape the market landscape [17]. Industry Development History - The secure storage chip industry in China has evolved from reliance on foreign manufacturers to achieving a degree of self-sufficiency. Prior to 2015, domestic production was almost entirely dependent on foreign companies [8]. - The introduction of laws such as the Cybersecurity Law and Data Security Law has spurred local companies to make technological advancements and expand their market presence [8]. - From 2018 to 2020, domestic companies like Unisoc and National Technology made significant progress in the secure storage chip sector, covering various application scenarios [8]. Industry Chain - The secure storage chip industry chain consists of upstream raw materials and equipment, midstream production and manufacturing, and downstream application fields including financial payments, government services, industrial control, and vehicle networking [10]. Key Companies - Major players in the secure storage chip industry include Zhaoyi Innovation, Huawei, Tongfu Microelectronics, and National Technology, among others. These companies leverage technological advancements and scale advantages to capture significant market shares [20][21]. - The competitive landscape is marked by a mix of large enterprises and emerging companies focusing on innovation and differentiation [20]. Future Trends - The secure storage chip industry is expected to trend towards multifunctionality, integrating storage, encryption, identity authentication, and secure boot capabilities into single chips [26]. - High performance will be a focus, with developments in storage chips supporting high-speed interfaces and optimized encryption algorithms to meet the demands of AI and supercomputing applications [27]. - Low power consumption will also be a key trend, driven by the proliferation of IoT and edge devices, with new non-volatile memory technologies gradually replacing traditional flash chips [29].

Group 1 - The report highlights the resilience of the overseas economy, tariff developments, and expectations for a rate cut in September, with a focus on technology growth and opportunities for clearing internal competition in the domestic market [4][14][18] - The A-share market is expected to challenge last year's highs, with a strong focus on technology growth and sectors that can benefit from the reduction of internal competition, such as steel, coal, cement, glass, photovoltaic, new energy vehicles, and live pigs [21][4] - The report recommends a diversified portfolio of stocks, including companies in electronics, new energy, power equipment, non-ferrous metals, chemicals, and pharmaceuticals, with specific companies highlighted as top picks [5][12][22] Group 2 - The electronics sector is represented by companies like Zhongji Xuchuang, which is expected to see significant profit growth due to increased demand for high-speed optical modules driven by AI infrastructure [22][23] - The semiconductor industry is recovering, with Tongfu Microelectronics reporting a notable increase in revenue and profit, driven by the resurgence in the consumer electronics market [31][33] - The new energy sector, represented by Qiangrui Technology, is experiencing rapid growth in smart automotive and AI server equipment, indicating strong future growth potential [37][39] Group 3 - The power equipment sector, represented by Xinshi Da, is focusing on industrial automation and robotics, with a strong market position in elevator control systems and a growing presence in the robotics industry [43][44] - The non-ferrous metals sector, represented by Xingye Yinxin, is benefiting from rising prices of silver and tin, with significant production increases and strategic acquisitions to enhance future growth [49][51][54]

两融数据显示，该股最新融资余额为16.86亿元，近5日增加85.26万元，增幅为0.05%。（数据宝） 7月30日通富微电大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 80.00 | 2005.60 | 25.07 | -10.08 | 机构专 | 中国国际金融股份有限公司北京建国 | | | | | | 用 | 门外大街证券营业部 | | 32.00 | 802.24 | 25.07 | -10.08 | 机构专 | 中国国际金融股份有限公司北京建国 | | | | | | 用 | 门外大街证券营业部 | | 30.00 | 752.10 | 25.07 | -10.08 | 机构专 | 中国国际金融股份有限公司北京建国 | | | | | | 用 | 门外大街证券营业部 | | 30.00 | 752.10 | 25.07 | -10.08 | 机构专 | 中国国际金融股份有限公司北京建国 | ...