卓胜微1月9日在互动平台表示，目前公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智 能终端接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品处于 少量出货阶段。 ...

Core Viewpoint - The company is actively developing its chip industry projects, focusing on high-end RF design and advanced manufacturing processes, which are essential for its long-term sustainable growth [1] Group 1: Industry Positioning - The company has accumulated foundational technology in high-end RF, satellite communications, and automotive electronics, positioning itself as a key supplier in these sectors [1] - The company's RF front-end chips and low-power Bluetooth microcontroller chips are applicable in various fields, including AI glasses, smart home devices, Bluetooth headsets, VR/AR equipment, and satellite communications [1] Group 2: Product Development and Market Strategy - The company is capable of providing satellite terminal products, applications, and solutions, becoming a crucial supplier for smart terminal access to commercial space networks [1] - Products compliant with NTN standards, such as RF front-end chips, are currently in the early stages of shipment, indicating progress in product development [1] Group 3: Future Outlook - The chip industry project is viewed as a cornerstone for the company's long-term development strategy, with plans to accelerate resource platform construction and invest in cutting-edge technologies [1] - The company aims to overcome technological barriers and benchmark against leading international firms to build core competitiveness [1]

Group 1 - The core point of the article is that Zhuosheng Microelectronics (stock code: 300782) has disclosed that as of December 31, 2025, the number of its shareholders is expected to reach 76,174 households [1]

Core Viewpoint - The company emphasizes its commitment to legal and compliant operations while expanding its RF chip manufacturing capacity to meet growing customer demand for customized and high-end module products [1] Group 1: Expansion Project - The expansion of the RF chip manufacturing line is not a simple repetition of previous fundraising projects but a necessary supplement to enhance production capabilities [1] - The project aims to better satisfy the strong demand for customized and high-end products from clients [1] Group 2: Market Positioning - The successful construction of production lines and the recognition of self-developed chips by a wide range of customers highlight the company's competitive advantage in high-end product customization and differentiation [1] - The planned investment in the RF chip manufacturing expansion project is expected to strengthen the existing supply chain and enhance the company's ability to respond to diverse product and technology demands from the downstream market [1] Group 3: Brand and Market Influence - The expansion is anticipated to continuously improve the company's brand influence and market penetration [1]

截至2025年12月31日收盘，卓胜微（300782）报收于81.48元，较上周的75.04元上涨8.58%。本周，卓胜微12月30日盘中最高价报88.0元。12月29 日盘中最低价报75.0元。卓胜微当前最新总市值435.87亿元，在半导体板块市值排名39/170，在两市A股市值排名424/5181。 本周关注点 股本股东变化 股东户数变动 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 股本股东变化：截至2025年12月19日股东户数为7.78万户，较前期增加1.57%。 公司公告汇总：卓胜微拟募资不超过347,500.00万元，用于射频芯片制造扩产及补流。 公司公告汇总：2025年1-9月公司净利润为-17,072.97万元，同比下滑140.13%。 相关ETF 消费电子ETF (产品代码：159732) 截至2025年12月19日，卓胜微股东户数为7.78万户，较12月10日增加1205.0户，增幅1.57%。户均持股数量由6984.0股降至6876.0股，户均持股市 值为51.97万元。 公司公告汇总 江苏卓胜微电子股份有限 ...

格隆汇12月31日丨卓胜微(300782.SZ)在互动平台表示，公司射频前端和低功耗蓝牙微控制器芯片产品 可用于卫星通信等领域，目前公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端 接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品处于少量出 货阶段。未来，公司将积极储备并拓展相关航天卫星通讯及配套等延伸场景技术与终端产品。 ...

格隆汇12月31日丨卓胜微(300782.SZ)在互动平台表示，公司射频前端和低功耗蓝牙微控制器芯片产品 可用于卫星通信等领域，目前公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端 接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品处于少量出 货阶段。未来，公司将积极储备并拓展相关航天卫星通讯及配套等延伸场景技术与终端产品。 ...

证券之星消息，12月30日半导体板块较上一交易日上涨1.62%，N强一领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688809 | N强- | 226.01 | 165.61% | 18.07万 | | 43.45 Z | | 300456 | 赛微电子 | 62.15 | 10.47% | 120.40万 | | 71.46亿 | | 688593 | 新相微 | 20.90 | 9.54% | 21.53万 | | 4.40亿 | | 688110 | 东芯股份 | 134.91 | 9.49% | - 38.51万 | | 51.55亿 | | 300782 | 卓胜微 | 82.40 | 8.09% | 38.40万 | | 31.85 Z | | 688711 | 宏微科技 | 33.12 | 6.56% | 33.76万 | | 10 ...

Core Viewpoint - The A500 ETF Southern (159352) is experiencing significant market activity and positive performance, reflecting a broader bullish sentiment in the Chinese stock market, particularly as it approaches key resistance levels like the 4000-point mark on the Shanghai Composite Index [1][2]. Group 1: A500 ETF Performance - As of December 30, 2025, the A500 ETF Southern (159352) increased by 0.48%, with a turnover rate of 18.06% and a total transaction volume of 8.405 billion yuan, indicating active market participation [1]. - In the past five trading days, the A500 ETF Southern saw net inflows on four occasions, totaling 6.774 billion yuan [1]. - The A500 ETF closely tracks the CSI A500 Index, which is recognized as a "barometer of China's new productive forces," covering approximately 90 sub-industries and focusing on industry leaders and ESG criteria [1]. Group 2: Index Composition and Strategy - The top ten weighted stocks in the CSI A500 Index include major companies such as CATL, Kweichow Moutai, and Ping An Insurance, highlighting the index's focus on significant market players [1]. - The index employs a unique construction logic that prioritizes industry leaders and excludes negative ESG performers, aligning with national strategic industries and providing a diversified investment vehicle [1]. - The A500 ETF Southern offers a low management fee of 0.15% and a custody fee of 0.05%, making it an attractive option for investors seeking high precision and low-cost investment channels [2]. Group 3: Market Outlook - Guotai Junan Securities predicts that the Chinese stock market will stabilize and surpass critical levels, with the potential for a "transformation bull market" as the Shanghai Composite Index reaches new highs [2]. - The A500 ETF Southern is noted for its low tracking error and significant excess return rates, reinforcing its position as a reliable investment tool in the current market environment [2].

责任编辑：栎树 | | | | | 半导体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | 1 | 688809 | N强- | 1 | 176.30 | 305亿 | 176.30 | | 2 | 688593 | 新相微 | | 12.32 | 98.48 Z | 17.10 | | 3 | 600877 | 电科芯片 | 1 | 10.01 | 215亿 | 37.45 | | 4 | 300782 | 卓胜微 | 1 | 9.75 | 448亿 | -6.61 | | 5 | 688110 | 东芯股份 | 1 | 8.51 | 591亿 | 436.95 | | 6 | 300456 | 寒微电子 | 海 | 5.35 | 434 乙 | 244.99 | | 7 | 688691 | 灿応股份 | 1 | 5.21 | 131亿 | 42.38 | | 8 | 688256 | 寒武纪-U | 1 | 5.17 | 6025 Z | 117.13 ...