金融界消息 截至2025年8月6日收盘，台基股份（300046）报收于43.09元，上涨4.28%，换手率 14.06%，成交量33.26万手，成交金额14.09亿元。 天眼查商业履历信息显示，湖北台基半导体股份有限公司，成立于2004年，位于襄阳市，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23653.1371万人民币，实缴资本4265万 人民币。公司法定代表人为邢雁。 通过天眼查大数据分析，湖北台基半导体股份有限公司共对外投资了10家企业，参与招投标项目96次， 知识产权方面有商标信息5条，专利信息117条，此外企业还拥有行政许可9个。 来源：金融界 资金流向方面，今日主力资金净流入4922.36万元，占比成交额3.49%。其中，超大单净流入4077.22万 元、占成交额2.89%，大单净流入845.14万元、占成交额0.6%，中单净流出流出2028.59万元、占成交额 1.44%，小单净流出2893.77万元、占成交额2.05%。 台基股份最新一期业绩显示，截至2025一季报，公司营业总收入7446.02万元、同比减少5.80%，归属净 利润1708.67万元，同比增长188 ...

湖北国资在A股市场上的"扫货"节奏持续加速。 智通财经创投通-执中数据显示，到2024年年底，湖北国资旗下已拥有14家上市公司，其中8家在近五年 通过收购纳入旗下。 湖北国资的并购浪潮始于2023年。当年，湖北省属国企通过增资扩股、并购重组等方式，取得天风证 券、双环科技、ST明诚3家上市公司的实控权，使省属国有控股上市公司增至11家，总市值从300亿规 模跃升至800亿规模。 2024年，湖北国资又连续完成对奥特佳、上海雅仕、微创光电、润农节水4家上市公司的战略收购，为 去年收购上市公司数量最多的地方国资之一。 2025年，湖北国资并购浪潮持续涌动。 长江产业集团在年初控股凯龙股份（002783.SZ）后，6月又将台基股份（300046.SZ）收入囊中。7月， 武汉国资宣布入主良品铺子（603719.SH）、山科智能(300897.SZ)。 大半年的时间里，湖北国资旗下又多了4家上市公司，覆盖半导体、民爆、消费、智慧水务等多元领 域。 湖北国资"并购凶猛" 今年6月，台基股份披露控制权拟发生变更公告，称湖北省国资委拟通过长江产业投资集团有限公司以 4.3亿元收购台基股份控制权。 今年才刚刚过半，湖北国资的并 ...

湖北台基半导体股份有限公司 证券代码：300046 证券简称：台基股份 公告编号：2025-037 关于使用闲置资金购买理财产品的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 湖北台基半导体股份有限公司（以下简称"公司"）2024年年度股东大会审 议通过了《关于使用暂时闲置自有资金进行委托理财的议案》、《关于使用暂时 闲置募集资金进行现金管理的议案》，同意公司使用总额不超过60,000万元暂时 闲置的自有资金进行委托理财，使用总额不超过18,000万元暂时闲置的募集资金 进行现金管理，在上述额度内，资金可以滚动使用（详见公司2025年4月3日在巨 潮资讯网发布的相关公告，编号为2025-016、2025-017）。 公司对部分闲置的自有资金和募集资金购买的理财产品进行到期赎回，按照 公司年度闲置资金理财计划，公司继续使用部分暂时闲置的自有资金进行委托理 财，暂时闲置的募集资金进行现金管理。现就相关事宜公告如下： 一、本次理财产品的购买情况 （一）闲置募集资金进行现金管理情况 1、公司使用暂时闲置的募集资金3,500万元购买了兴业银行企业金融人民币 结 ...

Core Viewpoint - Chip stocks experienced a significant rally in the afternoon, with several companies seeing substantial gains, indicating a positive trend in the semiconductor sector [1] Company Performance - Aishi Technology reached a 20% limit up, showcasing strong market interest [1] - Companies such as Cambricon, Saiwei Microelectronics, Aojie Technology, Hengxuan Technology, Qipai Technology, and Chipway Technology all saw their stock prices increase by over 5% [1] - Other companies including Lianang Microelectronics, Taiji Co., and Huahong Semiconductor also followed suit with notable gains [1]

Group 1 - The semiconductor sector is experiencing a significant upward trend, with Zhongying Electronics (300327) rising over 10% [1] - Huahong Semiconductor has increased by more than 5% [1] - Other companies such as Zhongke Feimeng, Taiji Co., Ltd. (300046), and Fuchuang Precision have also seen notable gains [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks, indicating increased investor interest [1]

Core Viewpoint - Chip stocks experienced a rebound in the afternoon, with several major stocks seeing significant gains, indicating a positive trend in the semiconductor sector [1] Group 1: Stock Performance - Companies such as Cambricon, Taiji, Shengke Communication, Huahong Group, and Jingfeng Mingyuan all saw their stock prices rise by over 5% [1] - Other companies including SMIC, Aishi Chuang, Guoxin Technology, Shengbang Technology, and Guomin Technology also followed suit with notable increases [1]

证券代码：300046 证券简称：台基股份 公告编号：2025-036 湖北台基半导体股份有限公司 关于使用闲置资金购买理财产品的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 湖北台基半导体股份有限公司（以下简称"公司"）2024年年度股东大会审 议通过了《关于使用暂时闲置自有资金进行委托理财的议案》、《关于使用暂时 闲置募集资金进行现金管理的议案》，同意公司使用总额不超过60,000万元暂时 闲置的自有资金进行委托理财，使用总额不超过18,000万元暂时闲置的募集资金 进行现金管理，在上述额度内，资金可以滚动使用（详见公司2025年4月3日在巨 潮资讯网发布的相关公告，编号为2025-016、2025-017）。 公司对部分闲置的自有资金和募集资金购买的理财产品进行到期赎回，按照 公司年度闲置资金理财计划，公司继续使用部分暂时闲置的自有资金进行委托理 财，暂时闲置的募集资金进行现金管理。现就相关事宜公告如下： 一、本次理财产品的购买情况 （一）闲置募集资金进行现金管理情况 公司使用暂时闲置的募集资金4,000万元购买了兴业银行企业金融人民币结 构性 ...

Group 1 - The semiconductor sector experienced a significant decline in the afternoon, with notable drops in stock prices [1] - Kaiwei Technology saw a drop of over 8%, while Daway Co., Ltd. (002213) fell by more than 7% [1] - Other companies such as Huatian Technology (002185), Longxun Co., and Taiji Co. (300046) also experienced declines [1]

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.42%, and the ChiNext Index down 0.84% [1] - The total market turnover for the half-day was 867.4 billion yuan, a decrease of 113.8 billion yuan compared to the previous day, with over 3,200 stocks declining [1] Sector Performance - The marine engineering, aquaculture, photovoltaic, and non-ferrous metal sectors showed the highest gains, while computing hardware, semiconductors, brain-computer interfaces, and diversified finance sectors experienced the largest declines [2] - The marine engineering sector saw a collective surge, with stocks like Deepwater Haina (300961), Dalian Heavy Industry (002204), and Shenkai Co. (002278) hitting the daily limit [2] - Photovoltaic concept stocks also rallied, with Yijing Optoelectronics (600537), Oujing Technology (001269), and Yamaton (002623) reaching the daily limit [2] - The banking sector remained active, with China Construction Bank and Shanghai Pudong Development Bank reaching new highs [2] - The non-ferrous metal sector was also active, with Jingyi Co. (002295) hitting the daily limit and Zijin Mining reaching a new high [2] - In contrast, computing hardware and semiconductor stocks collectively declined, with stocks like Blue Arrow Electronics (301348), Taiji Co. (300046), and Kexiang Co. (300903) leading the losses [2] - The diversified finance and digital currency sectors showed weakness, with Aijian Group (600643) hitting the daily limit down, and other stocks like Hongye Futures (001236), Cuiwei Co. (603123), and Lakala (300773) also declining [2] Notable Stocks - The strongest stocks included Chengbang Co. (603316) with five consecutive limits, and several stocks with three consecutive limits such as Kai Mei Teqi (002549) and Xuedilong (002658) [3][4] Hot Sectors - The marine engineering sector was the top performer with 11 stocks hitting the daily limit, while the nuclear power sector had 10 stocks hitting the daily limit [5][6] - The Belt and Road sector also had 10 stocks hitting the daily limit, with notable stocks including Kangda New Materials (002669) and Hailide (002206) [7] Sector Insights - The marine engineering sector is expected to benefit from the emphasis on high-quality development of the marine economy as highlighted in the Central Financial Committee's sixth meeting [10] - In the photovoltaic sector, a collective production cut of 30% by major glass manufacturers is anticipated to address supply-demand imbalances, with July's glass supply expected to decrease to 45GW [11] - The non-ferrous metal sector is influenced by renewed discussions on copper tariffs and low LME inventories, with expectations of copper prices remaining strong in the second half of the year [12]

Investment Rating - The report assigns an "Accumulate" rating for the company [4]. Core Views - The company has achieved a turnaround in net profit for Q1 2025, with a significant increase in high-end market revenue share [1][2]. - The semiconductor market in China is experiencing accelerated domestic substitution, reducing reliance on imports and creating growth opportunities for local companies [3]. - The company is focusing on high-value applications, with a notable increase in sales of digital energy devices and significant orders in specialized power supply sectors [8][9]. Financial Summary - For 2024, the company is projected to achieve revenue of 354 million yuan, a year-on-year increase of 10.76%, while net profit is expected to decline by 18.77% to 25 million yuan [1]. - The company's revenue is expected to grow steadily from 320 million yuan in 2023 to 537 million yuan by 2027, with a compound annual growth rate (CAGR) of approximately 12.3% [1]. - The gross margin for 2024 is projected at 29.45%, an increase of 6.26 percentage points year-on-year, indicating improved profitability [2]. Market Position and Competitive Advantage - The company ranks among the top domestic players in the high-power semiconductor device sector, with strong production capacity and quality advantages [3]. - The company maintains long-term stable partnerships with leading enterprises in various electrical systems and industrial control equipment sectors, enhancing its market presence [3][8]. - The focus on high-end clients and applications has led to a significant increase in revenue from high-value power semiconductor devices [8].