每经AI快讯，有投资者在投资者互动平台提问：今年是否有继续扩产bt载板的产能的规划？ 兴森科技（002436.SZ）1月30日在投资者互动平台表示，公司CSP封装基板整体产能规模5万平米/月， 原3.5万平米/月产能已满产，新扩1.5万平米/月产能爬坡进度较快，目前行业整体需求较好，后续扩产 计划需视市场需求情况确定。 （文章来源：每日经济新闻） ...

1月26日，兴森科技大宗交易成交14.5万股，成交额330.46万元，占当日总成交额的0.1%，成交价22.79 元，较市场收盘价24.49元折价6.94%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-01-26 | 002436 | 兴森科技 | 22.79 | 14.50 | 330.46 太平洋证券股份有 | | 国信证券股份有限 | | | | | | | | 限公司杭州市民街 | 公司杭州体育场路 | | | | | | | | 证券营业部 | 证券营业部 | ...

Core Insights - The report from Caitong Securities highlights the potential growth in CPU demand driven by the ongoing development of AI Agents and the implementation of sandbox technology to mitigate associated risks [1][2]. Group 1: AI Agent Sandbox Development - Both domestic and international markets are gradually deploying AI Agent sandboxing technology. Notably, Meta's acquisition of Manus for over $2 billion by December 2025 is expected to accelerate the promotion and application of sandbox technology [1]. - Major domestic cloud platforms, such as Alibaba Cloud, are launching and iterating AI Agent Infra products centered around AI Agent Sandbox, indicating a gradual implementation of sandboxing in AI Agent deployment [1]. Group 2: CPU Demand and Risk Control - The sandbox isolation technology is crucial for controlling potential risks associated with AI Agents, which in turn creates additional demand for CPUs. The action module of AI Agents translates abstract instructions into specific operations, heavily relying on the richness and reliability of the tools available [2]. - The core technology enabling this tool usage is function calling, which allows large language models (LLMs) to output structured JSON objects alongside text generation. This separation of understanding and execution is vital for AI Agent functionality [2]. Group 3: Investment Recommendations - Investment focus should be on overseas CPU manufacturers such as AMD and Intel, as well as domestic CPU alternatives like Haiguang Information and Loongson Technology. Additionally, supply chains related to AMD (Tongfu Microelectronics, Aoshikang, Shiyun Circuit) and Intel (Lanke Technology, Shiyun Circuit, Xingsen Technology) are recommended for attention [3].

证券日报网讯 1月23日，兴森科技在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 总户数为十万八千余户。 （文章来源：证券日报） ...

Core Viewpoint - The company emphasizes its commitment to research and development of new products, technologies, and processes to meet current customer demands and leverage industry trends [1] Group 1 - The company has sufficient technical reserves to satisfy existing customer needs [1] - The company is actively seizing new opportunities presented by industry development trends [1]

内容概况：芯片测试接口，俗称测试插座或测试座，一种应用于芯片测试的硬件，是测试机台与待测芯 片连接的媒介。2024年，人工智能、先进计算需求爆发，叠加消费电子市场复苏，全球集成电路市场规 模恢复至5395.05亿美元，同比增长25.9%，其中逻辑芯片规模为2157.68亿美元，存储芯片规模为 1655.16亿美元。2025年，受益于人工智能应用及数据中心基础设施的强劲需求，推动了对于逻辑芯片 和存储芯片需求的增长，带动集成电路市场规模达6778.52亿美元，同比增长25.6%，预计2026年将大幅 增长至8742.91亿美元。半导体测试行业的需求扩张以及工艺升级都将促使测试接口行业的技术升级与 规模提升。近年来，全球集成电路产业发展迅速，高端数字芯片与存储芯片市场需求不断增加，推动测 试需求增加，这种需求传导效应进一步推动上游芯片测试接口环节市场规模加速扩张。数据显示，2025 年全球芯片测试接口及配件市场规模约为29.5亿美元，同比增长13.4%。中国大陆是芯片封测重要力 量，对芯片测试接口需求较大。尤其是近年来，中国半导体行业在政策支持和市场需求的推动下，实现 了快速发展，带动芯片测试接口市场规模明显扩张 ...

Group 1 - PCB concept index rose by 2.79%, ranking 8th among concept sectors, with 156 stocks increasing, including Dazhu CNC which hit a 20% limit up [1] - Notable gainers in the PCB sector included Zhongtung High-tech (+10.00%), Guanghe Technology (+10.00%), and Xingsen Technology (+8.30%) [3][4] - The sector saw a net inflow of 4.688 billion yuan, with 104 stocks receiving net inflows, and 18 stocks exceeding 100 million yuan in net inflow, led by Zhongtung High-tech with 543 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Aoshikang (21.95%), Guanghe Technology (16.81%), and Kuike Intelligent (15.96%) [3][5] - The PCB sector's trading volume was highlighted by significant turnover rates, with Zhongtung High-tech at 7.32% and Xingsen Technology at 13.76% [4][5] - Stocks with notable declines included Ruihua Tai (-5.79%), Kaihua Materials (-4.30%), and Aisen Co. (-3.85%) [1][11]

Group 1 - The core viewpoint of the news is that Xingsen Technology (兴森科技) experienced a significant stock price increase, reaching a limit up of 10% on January 21, 2026, driven by strong financial performance and positive market conditions in the semiconductor sector [1][2]. Group 2 - Xingsen Technology reported impressive third-quarter results, with net profit increasing by 516.08%, non-recurring net profit rising by 1195.59%, and operating revenue growing by 23.48%, indicating substantial business expansion [2]. - The company highlighted an improvement in the storage chip sector, which is expected to positively impact its business, as rising storage chip prices may enhance product pricing and overall performance [2]. - Xingsen Technology is making steady progress in its FCBGA packaging substrate business, with capacity expansion and product yield preparations in place, while also focusing on CoWoP packaging technologies and actively pursuing new industry opportunities [2]. - The semiconductor and components sector saw capital inflows on January 21, 2026, with multiple related stocks rising, and Xingsen Technology, being a competitive player in the sector, benefited from this sector-wide momentum [2]. - Technical indicators suggest that if the MACD forms a golden cross and the stock price breaks through significant resistance levels, it may attract more technical investors, further driving the stock price up [2].

Group 1 - The CPO concept stocks have seen a significant rise, with the sector index increasing by over 3% as of January 21 [1] - Notable stocks include Zhixiang Technology, which rose by 18.85%, and Robotech, which increased by 13.76% [2] - Other companies such as Lian Technology and Kexiang Co. also experienced substantial gains, with increases of 12.79% and 12.71% respectively [2][3] Group 2 - Several companies reached their daily limit up, including Huada Technology, Woge Optoelectronics, and Tongfu Microelectronics, all showing strong performance [3] - The stock of Zhixiang Technology surged by 18%, while Robotech and Lian Technology both rose by over 10% [3] - The overall market sentiment for CPO stocks appears positive, indicating potential investment opportunities in this sector [1][3]

Core Viewpoint - The article highlights significant stock price increases for various companies, with several reaching their daily limit up, indicating strong market performance and investor interest in the technology sector [2]. Group 1: Stock Performance - Zhishang Technology (致尚科技) saw a remarkable increase of 18.85%, with a total amount of 12.05 billion and a market capitalization of 208.0 billion [1]. - Robot Technology (罗博特科) experienced a rise of 13.76%, with a total amount of 36.16 billion and a market cap of 556.8 billion [1]. - Liante Technology (联特科技) increased by 12.79%, with a total amount of 22.10 billion and a market cap of 268.617 billion [1]. - Kexiang Co., Ltd. (科翔股份) rose by 12.71%, with a total amount of 15.44 billion and a market cap of 101.8 billion [1]. - SIRUI Technology (思瑞浦) increased by 11.16%, with a total amount of 14.16 billion and a market cap of 271.5 billion [1]. - Huatian Technology (华天科技) and Woge Optoelectronics (沃格光电) both saw increases of 10.01% and 10.00%, respectively, with Huatian having a total amount of 46.41 billion and a market cap of 462.1 billion, while Woge had a total amount of 7.07 billion and a market cap of 87.98 billion [1]. - Tongfu Microelectronics (通富微电) also increased by 10.00%, with a total amount of 75.34 billion and a market cap of 851.5 billion [1]. - Other companies like Guanghe Technology (广合科技) and Kecuan Technology (可川科技) also showed significant gains, with increases of 10.00% and 9.99%, respectively [1][2]. Group 2: Market Trends - The overall trend indicates a bullish sentiment in the technology sector, with multiple stocks hitting their daily limit up, reflecting strong investor confidence and market dynamics [2]. - The performance of these companies suggests a growing interest in technology stocks, particularly in the context of recent market developments [2].