【中泰电子|捷捷微电】功率涨价弹性大，股价低位、建议关注！ 涨价品种MOS、晶闸管占比高—— 公司25年中开始部分MOS开始调涨价格，26年初部分晶闸管也已开始涨价，公司MOS、晶闸管占比高。 收入结构：MOS占比51%，晶闸管15%，防护器件33% IDM、8寸产能占比高—— 公司IDM模式，台积电等海外厂商退出8寸产能，8寸产能利用率饱满，公司8寸产能占比高，8寸晶圆 【中泰电子|捷捷微电】功率涨价弹性大，股价低位、建议关注！ 涨价品种MOS、晶闸管占比高—— 公司25年中开始部分MOS开始调涨价格，26年初部分晶闸管也已开始涨价，公司MOS、晶闸管占比高。 收入结构：MOS占比51%，晶闸管15%，防护器件33% IDM、8寸产能占比高—— 公司IDM模式，台积电等海外厂商退出8寸产能，8寸产能利用率饱满，公司8寸产能占比高，8寸晶圆也已涨价。 目前产能：8寸产能13万片/月；6寸线8万片/月 风险提示：涨价幅度不及预期等。 ...

1月27日，捷捷微电涨5.51%，截至发稿，报34.49元/股，成交14.56亿元，换手率5.72%，总市值286.98 亿元。捷捷微电股价已经连续9天上涨，区间累计涨幅15.11%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益13.99%，同类 排名540/5548；近一年收益53.16%，同类排名1112/4285；成立以来收益186.85%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年284天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 186.88%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.c ...

1月21日，捷捷微电涨1.03%，成交额7.16亿元。两融数据显示，当日捷捷微电获融资买入额8751.89万 元，融资偿还6885.62万元，融资净买入1866.26万元。截至1月21日，捷捷微电融资融券余额合计9.89亿 元。 截至1月20日，捷捷微电股东户数9.16万，较上期增加0.66%；人均流通股8374股，较上期减少0.65%。 2025年1月-9月，捷捷微电实现营业收入25.02亿元，同比增长24.70%；归母净利润3.47亿元，同比增长 4.30%。 分红方面，捷捷微电A股上市后累计派现5.99亿元。近三年，累计派现2.37亿元。 机构持仓方面，截止2025年9月30日，捷捷微电十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股880.08万股，相比上期增加126.78万股。南方中证500ETF（510500）位居第八大流通股 东，持股727.81万股，相比上期减少10.33万股。国联安半导体ETF（512480）位居第十大流通股东，持 股341.12万股，为新进股东。国联安中证全指半导体产品与设备ETF联接A（007300）退出十大流通股 东之列。 责任编辑：小浪快报 融资方面，捷 ...

Group 1 - The core viewpoint of the news is that JieJie Microelectronics has seen a significant increase in its stock price, rising by 5.19% to 31.20 CNY per share, with a total market capitalization of 25.961 billion CNY [1] - JieJie Microelectronics has experienced a cumulative increase of 4.44% over the past three days, indicating positive market sentiment [1] - The company specializes in the research, design, production, and sales of power semiconductor discrete devices, with its main business revenue composition being 67.12% from power semiconductor devices, 30.73% from power semiconductor chips, and 1.42% from other sources [1] Group 2 - Among the top ten circulating shareholders of JieJie Microelectronics, a fund under Southern Fund holds a position, having reduced its holdings by 10.33 thousand shares in the third quarter, now owning 7.2781 million shares, which is 1% of the circulating shares [2] - The Southern CSI 500 ETF has generated a floating profit of approximately 11.2082 million CNY today, with a total floating profit of 9.1704 million CNY during the three-day increase [2] - The Southern CSI 500 ETF has a total scale of 140.098 billion CNY, with a year-to-date return of 10.32% and a one-year return of 51.09% [2]

Market Overview - On January 15, A-shares showed mixed performance with the Shanghai Composite Index closing at 4112.6 points, down 0.33%, while the Shenzhen Component Index rose by 0.41% and the ChiNext Index increased by 0.56% [1] - The total market turnover was approximately 2.93 trillion yuan, a decrease of over 1 trillion yuan compared to the previous trading day, with more than 2200 stocks closing higher, including 63 stocks hitting the daily limit [1] Sector Performance - The precious metals sector led the gains, with Sichuan Gold hitting the daily limit. Other sectors that saw gains included electronic chemicals, photoresists, SMIC concepts, and agricultural chemicals [1] - Conversely, sectors such as Xiaohongshu concepts, internet e-commerce, and Sora video saw significant declines [1] Historical Highs - A total of 88 stocks reached historical closing highs, with notable concentrations in the electronics, non-ferrous metals, and machinery equipment sectors, which had 25, 15, and 14 stocks respectively [2] - The average price increase for stocks reaching historical highs was 4.74%, with stocks like Dongfang Tieta and Decai Co., Ltd. hitting the daily limit, and Shanghai Xinyang, Helin Weina, and Sudawige showing significant gains [2] Institutional Activity - In the龙虎榜, 16 stocks were net bought, with 13 stocks seeing net purchases exceeding 10 million yuan. The top net buyer was Shenguang Group with 494 million yuan, followed by Sanwei Communication with 279 million yuan [5] - Conversely, the top net seller was Liou Co., Ltd. with a net sell of 432 million yuan, followed by Zhongke Xingtou, Shanzi Gaoke, and Vision China, each exceeding 200 million yuan in net sales [5] Northbound Capital Flow - Among the stocks on the龙虎榜, 10 stocks received net purchases from northbound funds, with Wolong Nuclear Materials leading at 254 million yuan. Other notable net buyers included Zhongke Xingtou, Hezhuan Intelligent, and Xidian Co., Ltd. [7] - Northbound funds sold off 23 stocks, with Shanzi Gaoke leading the net sell at 315 million yuan, which hit the daily limit down [7] Company Announcements - Gree Electric Appliances announced a mid-year dividend distribution of 10 yuan per 10 shares, with the record date set for January 22, 2025 [10] - Longpan Technology expects to have procurement transactions with Ningde Times not exceeding 7 billion yuan in 2026 [11] - Zhi Te New Materials clarified that its business does not involve AI applications and will resume trading tomorrow [12] - Zhejiang Construction reported a cumulative new contract amount of 146.816 billion yuan for the year 2025 [14] - Zhenghai Magnetic Materials expects a net profit increase of 235.72% to 311.52% year-on-year for 2025 [16] - Shengnuo Bio anticipates a net profit increase of 204% to 281% year-on-year for 2025 due to growing demand for peptide raw materials [18]

Core Viewpoint - The stock of Jiejie Microelectronics has shown a positive trend with a year-to-date increase of 6.37%, despite a recent decline over the past 60 days, indicating potential volatility in the semiconductor sector [1][2]. Group 1: Stock Performance - As of January 9, Jiejie Microelectronics' stock price rose by 2.19% to 28.90 CNY per share, with a trading volume of 3.30 billion CNY and a market capitalization of 240.47 billion CNY [1]. - The stock has experienced a 6.37% increase year-to-date, with a 6.37% rise over the last five trading days and an 8.16% increase over the last 20 days, while it has decreased by 9.26% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jiejie Microelectronics reported a revenue of 2.502 billion CNY, reflecting a year-on-year growth of 24.70%, and a net profit attributable to shareholders of 347 million CNY, which is a 4.30% increase compared to the previous year [2]. - The company has distributed a total of 599 million CNY in dividends since its A-share listing, with 237 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Jiejie Microelectronics was 89,400, a decrease of 3.49% from the previous period, while the average number of circulating shares per person increased by 3.61% to 8,582 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.8008 million shares, an increase of 1.2678 million shares from the previous period, while the Southern CSI 500 ETF has reduced its holdings by 103,300 shares [3].

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), is actively involved in various sectors including industrial, automotive electronics, telecommunications, and consumer markets, with potential applications in robotics [1] Group 1: Product Applications - The company's products are primarily used in industrial, automotive electronics, telecommunications, and consumer sectors [1] - Some MOSFET devices and protective components can be utilized in the robotics field [1] Group 2: Future Development - The company does not currently have products applied in aerospace or brain intelligence [1] - The company plans to adjust its product structure based on the development trends of downstream industries and may explore new product areas to meet market demand in the future [1]

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), is actively involved in various sectors including industrial, automotive electronics, telecommunications, and consumer markets, with potential applications in robotics [1] Group 1: Product Applications - The company's products are primarily used in industrial, automotive electronics, telecommunications, and consumer sectors [1] - Some MOSFET devices and protective components can be utilized in the robotics field [1] Group 2: Future Development - The company does not currently have products applied in aerospace or brain intelligence [1] - The company plans to adjust its product structure based on the development trends of downstream industries and may explore new product areas to meet market demand in the future [1]

Core Viewpoint - The company, JieJie Microelectronics (300623), reported that as of December 31, 2025, the total number of shareholders is expected to reach 89,416 (excluding margin accounts) [1]. Group 1 - The company has engaged with investors through an interactive platform to provide updates on shareholder statistics [1]. - The projected total number of shareholders indicates a growing interest and potential investment in the company [1].