证券日报网讯2月26日，捷捷微电（300623）在互动平台回答投资者提问时表示，公司在春节假期前对 公司的客户及合作伙伴发布了MOS产品价格调整事宜函。自2026年2月1日(含)起所发货MOS成品售价在 原价格基础上执行上调10%—20%。 ...

证券日报网讯2月24日，捷捷微电（300623）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东总户数80617户(不含信用账户)。 ...

Financial Situation - As of February 10, 2026, the main funds experienced a net outflow of 61.407 million yuan, with the stock price declining by 0.84% and a trading volume of 869 million yuan. Over the past five trading days, there was a net inflow of 158 million yuan, but the stock price fell by a cumulative 3.36%, indicating intense short-term capital speculation. On February 5, there was a significant single-day net inflow of 305 million yuan [1] - As of January 31, 2026, the number of shareholders was 83,739, a decrease of 8.62% compared to January 20, indicating an increase in share concentration. During the same period, the financing balance decreased by 23.3187 million yuan, reflecting the withdrawal of some leveraged funds [2] Executive Shareholding - On December 15, 2025, the company corrected its share reduction plan, extending the deadline for three directors' share reductions from January 9, 2025, to January 9, 2026, involving a total of no more than 5.705 million shares. As of the inquiry date (February 14, 2026), the time frame for this plan has passed, and attention should be paid to whether the company discloses the reduction results or new plans [3] Business Development - On February 2, 2026, during an investor interaction, the company stated that some MOSFET products could be applied in photovoltaic inverters and BMS power management fields, with sufficient orders on hand. The business layout is related to downstream demand in new energy vehicles and photovoltaics [4] Institutional Perspective - Zhongyou Securities issued a report on October 29, 2025, giving a "buy" rating and predicting performance growth from 2025 to 2027. As of the third quarter of 2025, the company's TTM price-to-earnings ratio was 49.79, indicating a relatively high valuation within the industry [5] Industry Policy and Environment - The semiconductor sector is supported by long-term logic such as domestic substitution and automotive electronics, but attention should be paid to valuation digestion and policy changes [6]

Core Viewpoint - As of February 10, 2026, the total number of shareholders for JieJie Microelectronics (300623) is reported to be 85,042 (excluding margin accounts) [1] Company Summary - JieJie Microelectronics has engaged with investors through an interactive platform, providing transparency regarding its shareholder base [1] - The company continues to maintain a significant number of shareholders, indicating potential investor interest and engagement [1]

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The electronic industry index experienced a decline of 3.73% in the week of February 2-6, 2026, with semiconductors down by 3.02% [4] - Google's capital expenditure guidance for 2026 is projected to be between $175 billion and $185 billion, exceeding previous market expectations of $130 billion [5] - The demand for smartphones is expected to remain weak until at least the second half of 2027, with MediaTek forecasting a significant revenue decline in Q1 2026 [5] Summary by Sections Industry Trends - The semiconductor supply-demand tightness continues, with Infineon issuing price increase notices due to ongoing supply constraints and rising costs [6] - Samsung is considering a price increase of approximately 10% for its 4nm and 8nm processes [6] Investment Recommendations - The report suggests focusing on the supply chain of Changxin's related equipment and materials, as well as the chain reaction of semiconductor price increases [7] - Recommended stocks include North China Innovation, Zhongwei Company, and Tuojing Technology, while beneficiaries include Jingce Electronics, Zhaoyi Innovation, and others [7]

Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of February 5, with notable performances in terms of percentage increase and monetary value [1][2][3] Group 1: Top Stocks by Capital Inflow - Pingtan Development leads with a capital inflow of 1.278 billion, showing a price increase of 10.05% [2] - Wangsu Science & Technology follows with an inflow of 0.682 billion and a price increase of 7.48% [2] - N North Core U has an inflow of 0.666 billion, with a remarkable price increase of 183.33% [2] - Haixia Innovation shows a strong performance with a capital inflow of 0.642 billion and a price increase of 20% [2] - Other notable stocks include 263 with 0.566 billion inflow and a 10.04% increase, and China Merchants Bank with 0.554 billion and a 1.79% increase [2] Group 2: Sector Performance - The stocks listed are from various sectors, including agriculture, internet services, consumer electronics, and cultural media, indicating diverse investment interests [2][3] - The electronic components sector is represented by Fenghua High-Tech with a capital inflow of 0.401 billion and a price increase of 9.99% [3] - Aerospace is represented by Beimo High-Tech, which has a capital inflow of 0.312 billion and a price increase of 10% [3]

Group 1 - The core point of the article is that JieJie Microelectronics (300623) reported a total of 83,739 shareholders (excluding margin accounts) as of January 30, 2026 [1]

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), has indicated that its protective device products are applicable in various sectors, including household appliances, industrial applications, and automotive electronics, highlighting a diverse market presence [1] Group 1: Product Applications - The company's protective device products can be utilized in household appliances and leakage circuit breakers in the civilian sector [1] - In the industrial sector, these products are applicable in reactive power compensation devices and power modules [1] - The products also serve in communication networks, IT products, and provide lightning strike and electrostatic protection [1] Group 2: Specific Product Lines - Some MOSFET products are suitable for use in photovoltaic inverters and Battery Management Systems (BMS) for power management [1] Group 3: Business Outlook - The company has a sufficient backlog of orders, indicating strong demand for its products [1] - Further details regarding the company's performance will be disclosed in upcoming periodic reports [1]

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), has indicated that its protective device products are applicable in various sectors, including household appliances, industrial applications, and automotive electronics [1] Group 1: Product Applications - The company's protective device products can be used in household appliances and leakage circuit breakers in the civilian sector [1] - In the industrial sector, these products are applicable in reactive power compensation devices and power modules [1] - The products also serve in communication networks, IT products, and provide lightning and electrostatic protection [1] Group 2: Specific Product Applications - Some MOSFET products are suitable for photovoltaic inverters and Battery Management Systems (BMS) [1] Group 3: Business Outlook - The company has a sufficient backlog of orders, and specific performance details will be disclosed in future periodic reports [1]

Company and Industry Summary Company: 中泰电子 (Zhongtai Electronics) / 捷捷微电 (Jiejie Microelectronics) Key Points - **Price Increase Elasticity**: The company has begun to increase prices for certain products, specifically MOSFETs and thyristors, starting in 2025 and early 2026 respectively. The high proportion of these products in the revenue structure indicates significant price increase elasticity [1][2][3]. - **Revenue Structure**: The revenue composition is as follows: - MOSFETs account for 51% - Thyristors account for 15% - Protection devices account for 33% [1][2][3]. - **IDM Model and 8-inch Capacity**: The company operates under an Integrated Device Manufacturer (IDM) model. With competitors like TSMC exiting the 8-inch capacity market, the company has a high utilization rate for its 8-inch capacity, which is currently at 130,000 wafers per month. The price for 8-inch wafers has also increased [1][2][3]. - **Current Production Capacity**: The company’s production capacity includes: - 8-inch capacity: 130,000 wafers per month - 6-inch capacity: 80,000 wafers per month [1][2][3]. - **Risk Factors**: There is a risk that the price increase may not meet expectations, which could impact revenue and profitability [1][2][3].