证券之星消息，1月7日半导体板块较上一交易日上涨2.16%，芯源微领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688261 | 东微半导 | 89.98 | -8.92% | 16.58万 | 15.36 Z | | 688702 | 盛科通信 | 130.98 | -7.53% | 8.50万 | 11.18亿 | | 300672 | ■科微 | 110.71 | -7.46% | 35.04万 | 38.75 Z | | 920179 | 凯德石英 | 46.20 | -5.04% | 8.42万 | 4.07亿 | | 688270 | 坛撞科技 | 131.93 | -3.65% | 25.92万 | 34.13 乙 | | 688608 | 恒玄科技 | 234.00 | -3.52% | 6.18万 | 14.55 Z | | 688279 | ...

Core Viewpoint - The National Big Fund's stock concept rose by 2.84%, ranking fifth among concept sectors, with 35 stocks increasing in value, led by Nanda Optoelectronics which hit a 20% limit up [1] Group 1: Stock Performance - Nanda Optoelectronics achieved a 20% limit up, while Xinfeng Electronics, Changchuan Technology, and Jingrui Electronic Materials saw increases of 15.65%, 13.09%, and 9.85% respectively [1] - The stocks with the largest declines included Shengke Communication, Guoke Micro, and Yandong Micro, which fell by 7.53%, 7.46%, and 2.25% respectively [1] Group 2: Concept Sector Performance - The top-performing concept sectors included Photoresist with a 6.05% increase, Storage Chips at 3.30%, and Lithography Machines also at 3.30% [2] - The National Big Fund's stock concept was noted for a 2.84% increase, with significant contributions from other sectors like Advanced Packaging and Controlled Nuclear Fusion, which rose by 2.54% and 2.53% respectively [2] Group 3: Capital Inflow - The National Big Fund's stock concept saw a net inflow of 1.728 billion yuan, with 25 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflow [2] - The leading stock in terms of net inflow was Northern Huachuang, which attracted 1.385 billion yuan, followed by Nanda Optoelectronics and Changchuan Technology with net inflows of 871 million yuan and 671 million yuan respectively [2] Group 4: Capital Inflow Ratios - Northern Huachuang, Xinfeng Electronics, and Changchuan Technology had the highest net inflow ratios at 15.28%, 11.31%, and 9.42% respectively [3] - The data indicates a strong interest from major funds in these stocks, reflecting positive market sentiment towards the National Big Fund's holdings [3]

Core Viewpoint - The semiconductor industry ETFs are experiencing active trading, with significant transaction volumes reported for various ETFs, particularly in the semiconductor sector and cross-border ETFs [1][3]. Group 1: ETF Trading Activity - The Kexin Chip ETF (588200) recorded a half-day trading volume of 2.629 billion yuan, with a price increase of 2.52% [2]. - The Semiconductor Equipment ETF (159516) and the Semiconductor ETF (512480) also saw half-day trading volumes exceeding 1 billion yuan, with respective price increases of 6.91% and 2.5% [2]. - The Hong Kong Securities ETF (513090) maintained a strong trading volume of 6.007 billion yuan, despite a slight price decrease of 0.22% [3]. Group 2: Performance of Semiconductor ETFs - The Kexin Semiconductor ETF Penghua (589020) experienced a notable half-day price increase of 7.75%, with a trading volume of 658.41 million yuan [4]. - The Kexin Semiconductor ETF (588170) also saw a price increase of 7.05%, with a trading volume of 655 million yuan [5]. - The overall trend indicates a strong performance in semiconductor-related ETFs, with many achieving price increases of over 6% [3][4]. Group 3: Index Composition and Weighting - The Shanghai Stock Exchange's Kexin Semiconductor Materials and Equipment Index includes companies involved in semiconductor materials and equipment, reflecting the overall performance of these sectors [5][7]. - Key weighted stocks in the index include Zhongwei Company (688012) with a weight of 10.43% and Tuo Jing Technology (688072) with a weight of 10.12% [6][8]. - The index comprises 40 listed companies from the A-share market, focusing on the semiconductor materials and equipment sectors [7].

此前，长川投资于2025年12月22日至2025年12月26日通过证券交易所的集中交易及大宗交易方式合 计减持长川科技股份5,350,000股，导致其及其一致行动人累计持有长川科技股份比例由26.4660%变动 为25.6227%，权益变动触及1%的整数倍。长川科技于2025年12月22日至2025年12月26日的加权均价为 99.938元/股，以此计算，长川投资减持金额约为53,466.83万元。 中国经济网北京1月6日讯 长川科技(300604.SZ)昨日晚间发布关于控股股东、实际控制人及其一致 行动人合计持股比例触及5%整数倍暨权益变动的提示性公告。 公司于近日收到控股股东、实际控制人及其一致行动人出具的《简式权益变动报告书》，获悉公司 控股股东、实际控制人赵轶及其一致行动人杭州长川投资管理合伙企业（有限合伙）（以下简称"长川 投资"）合计持有公司股份比例下降至25.0000%，权益变动后持股比例触及公司总股本5%的整数倍。 长川投资自上述公司限制性股票回购注销、资本公积转增股本、向特定对象发行股票、限制性股票 授予、持股比例被动增加、持股比例被动稀释、减持及减持计划披露日至报告书签署之日，通过证券交 ...

Group 1 - The A-share market shows strong performance in storage chip stocks, with companies like Yingxin Development and Leike Defense hitting the daily limit, while Guokewi and Purun shares rose over 8% [1] - Notable companies such as Changchuan Technology and Aerospace Zhizhuang reached historical highs [1] - The overall trend indicates a shift towards a seller's market due to increased demand for AI, as major South Korean chip manufacturers Samsung Electronics and SK Hynix plan to raise server memory prices by up to 70% in Q1 [2] Group 2 - TrendForce's latest survey predicts a significant increase in DRAM contract prices by 55-60% in Q1 2026 due to a shift in production capacity towards AI server demands, leading to a tight supply in other markets [3] - NAND Flash prices are also expected to rise by 33-38% as manufacturers control capacity and strong server demand crowds out other applications [3]

Group 1 - The A-share market shows strong performance in storage chip stocks, with companies like Yingxin Development and Leike Defense hitting the daily limit, while Guokewi and Puranshi increased by over 8% [1] - Samsung Electronics and SK Hynix are seeking to raise server memory prices by up to 70% in Q1, indicating a shift to a seller's market due to surging AI demand [1] - TrendForce's latest survey predicts a 55-60% quarter-on-quarter increase in general DRAM contract prices by Q1 2026, driven by a significant shift in production capacity to meet AI server demand [1] Group 2 - The table lists various companies with their respective stock performance, showing significant increases such as Dongyue Silicon Materials at 11.20% and Luhua Technology at 10.14% [2] - The total market capitalization of these companies varies, with Dongyue Silicon Materials valued at 16.1 billion and Puli Te at 21.5 billion [2] - The year-to-date performance shows positive trends, with several companies like Puli Te and Nongxin Technology achieving over 20% increases [2]

长川科技所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：半导体设备、专精特新、半 导体、大基金概念、集成电路等。 截至11月10日，长川科技股东户数11.91万，较上期减少9.84%；人均流通股4108股，较上期增加 11.81%。2025年1月-9月，长川科技实现营业收入37.79亿元，同比增长49.05%；归母净利润8.65亿元， 同比增长142.14%。 分红方面，长川科技A股上市后累计派现3.05亿元。近三年，累计派现1.87亿元。 1月6日，长川科技（维权）盘中上涨2.15%，截至09:38，报108.28元/股，成交3.80亿元，换手率 0.72%，总市值686.93亿元。 资金流向方面，主力资金净流入1419.79万元，特大单买入4947.29万元，占比13.03%，卖出2763.67万 元，占比7.28%；大单买入9951.30万元，占比26.21%，卖出1.07亿元，占比28.22%。 长川科技今年以来股价涨6.88%，近5个交易日涨3.09%，近20日涨26.45%，近60日涨14.28%。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期200 ...

触及5%整数倍暨权益变动的提示性公告 公司控股股东、实际控制人赵轶先生及其一致行动人杭州长川投资管理 合伙企业（有限合伙）保证信息披露的内容真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的 信息一致。 证券代码：300604 证券简称：长川科技 公告编号：2026-001 杭州长川科技股份有限公司 关于控股股东、实际控制人及其一致行动人合计持股比例 一、本次权益变动情况 特别提示： （一）信息披露义务人基本情况 1、本次权益变动属于公司实际控制人之一致行动人减持股份，不触及要约收 购。 | 信息披露义务人1 | 赵轶 | | --- | --- | | 通讯地址 | 浙江省杭州市西湖区****** | | 信息披露义务人2 | 杭州长川投资管理合伙企业（有限合伙） | | 通讯地址 | 浙江省杭州市西湖区西湖街道虎跑路2-18号 | 2、本次权益变动不会导致公司控股股东及实际控制人发生变动，不会影响公 司的治理结构和持续经营。 （二）权益变动方式与数量 3、本次权益变动后，公司控股股东、实际控制人及其一致行动人合计持有公 司股份数量从16 ...

杭州长川科技股份有限公司 简式权益变动报告书 上市公司名称：杭州长川科技股份有限公司 股 票 代 码： 300604.SZ 信息披露义务人 1：赵轶 住所及通讯地址：浙江省杭州市西湖区**** 股票上市地点：深圳证券交易所 股 票 简 称： 长川科技 信息披露义务人 2：杭州长川投资管理合伙企业（有限合伙） 住所及通讯地址：浙江省杭州市西湖区西湖街道虎跑路 2-18 号 股份变动性质：因公司限制性股票回购注销、资本公积转增股本、向特定对象发 行股票、限制性股票授予、持股比例被动增加、持股比例被动稀释、减持，信息 披露义务人合计持股比例变动触及 5%整数倍。 签署日期：2026 年 1 月 5 日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《证券法》） 《上市公司收购管理办法》（以下简称《收购办法》）《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》及相关的法律法规编制本 报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购办法》规定，本报告书已全面披露了信息披露义 务人在杭州长川科技股份有限公司（以下简称"长 ...

两融数据显示，该股最新融资余额为19.54亿元，近5日减少4.41亿元，降幅为18.40%。（数据宝） 1月5日长川科技大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 147.31 | 13429.94 | 91.17 | -13.99 | 机构专用 | 财通证券股份有限公司 杭州体育场路证券营业 | | | | | | | 部 | | 30.00 | 2735.10 | 91.17 | -13.99 | 国泰海通证券股份有限公司上 海杨浦区周家嘴路证券营业部 | 财通证券股份有限公司 杭州体育场路证券营业 | | | | | | | 部 | | 8.61 | 784.65 | 91.17 | -13.99 | | 财通证券股份有限公司 | | | | | | 机构专用 | 杭州体育场路证券营业 | | | | | | | 部 | （文章来源：证券时报网） 长川科技1月 ...