Market Overview - On February 25, A-shares saw all three major indices rise by over 1%, with the Sci-Tech Innovation Index increasing by nearly 0.7%, and nearly 4,000 stocks in the market experiencing gains [9][10] - The total trading volume reached 1.45 trillion yuan, with a significant increase of 102.9 billion yuan compared to the previous day [10] Sector Performance - The fertilizer and pesticide sector experienced a surge, with stocks like Chuanjinnuo hitting the daily limit, and other companies such as Chitianhua and Yuntianhua also seeing significant gains due to rising prices of urea, potassium sulfate compound fertilizer, and monoammonium phosphate [10][11] - Shipping stocks collectively strengthened, with China Merchants Energy achieving a historical high, and other companies like COSCO Shipping Energy and COSCO Shipping Development also rising, driven by a spike in oil tanker spot freight rates reaching a nearly six-year high [11][12] - Lithium battery concept stocks saw substantial increases, with Hanrui Cobalt rising over 11%, and other companies like Wenkang New Energy and Nord Shares also performing well, as lithium carbonate futures broke through the 170,000 yuan mark, marking a significant daily increase of over 10% [12] International Market Trends - The Nikkei 225 index in Japan rose by 1.4%, reaching a historical high, while the Korean Composite Stock Price Index expanded its gains to 2%, also hitting a historical high, with automotive stocks like Kia and Hyundai seeing significant increases [14] - International gold and silver prices surged, with spot silver rising over 3% and spot gold briefly surpassing 5,190 USD per ounce [14][15]

2026年1月13日，蓝箭电子公告拟以现金收购成都芯翼科技有限公司不低于51%的股权，标的估值不超 过6.75亿元，旨在实现从封装测试向芯片设计领域的战略拓展。该交易尚在推进中，后续需关注尽职调 查、交易条款确定等进展。 经济观察网蓝箭电子（301348）近期有多项动态值得关注，包括计划收购成都芯翼科技、股东完成减 持、接受机构调研以及发布业绩预告等。 近期事件 机构调研 2026年2月10日，蓝箭电子接受易方达基金、银河证券等机构调研，就主营业务、产品结构及行业复苏 影响等问题进行交流，强调公司在汽车电子、新能源等领域的布局。 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 高管变动 2026年2月6日，蓝箭电子公告持股5%以上股东上海银圣宇企业管理咨询合伙企业已通过大宗交易累计 减持公司股份2%，减持后持股比例降至4.76%。此次减持计划已执行完毕。 2026年1月26日，公司预计2025年归母净利润亏损3000万元至4000万元，同比由盈转亏，主要受消费电 子需求复苏缓慢、市场竞争加剧导致毛利率下滑影响。 资金动向 2026年2月3日，蓝箭电子出现多笔大宗交易，成交价24.21元/股，买方包括 ...

证券代码：301348 证券简称：蓝箭电子 回复：公司高度重视研发创新与人才队伍建设，年度研发投入规模均达千万 元以上，占营业收入比重超 4%，整体保持相对稳定趋势，研发费用主要投向功率 器件封装、车规级封装、先进封装工艺、小型化与高密度封装技术及相关产品升 级等核心方向，聚焦主业技术升级与产品迭代。截至 2025 年 6 月 30 日，公司拥 有研发人员 177 人，占员工总数比例超 10%，研发团队以资深工程师为骨干、结 构稳定；核心技术人员均拥有 20 年以上半导体行业工作经验，已经形成了一支由 高级工程师带队、工程师为骨干的优秀研发团队。公司通过绩效激励、职业发展 通道等多元化机制稳定核心人才。公司积极开展产学研合作，与国内高校及科研 机构建立技术合作关系，推动技术成果转化；同时建立常态化人才引进与内部培 养机制，不断完善研发梯队建设，为技术创新提供持续人才支撑。 6、公司的研发战略、核心研发方向，如何应对半导体封装小型化、集成化、 高功率密度的行业发展趋势，如何通过技术创新缓解行业周期波动带来的影响 回复：公司未来将坚持技术驱动、聚焦主业的研发战略，持续加大先进封装 技术投入，核心研发方向聚焦小型化 ...

蓝箭电子公告称，股东银圣宇于2026年1月7日至2月5日完成减持计划，通过大宗交易方式减持479.99万 股，占总股本2.00%。减持前，银圣宇持有1622.34万股，占总股本6.76%；减持后，持有1142.35万股， 持股比例降至4.76%。本次减持股份来源于首次公开发行前已发行股份及资本公积转增股份，且不会对 公司治理结构、股权结构及未来持续经营产生重大影响。 ...

蓝箭电子公告，持股5%以上股东上海银圣宇企业管理咨询合伙企业(有限合伙)已于2026年1月7日至2026 年2月5日通过大宗交易累计减持479.99万股，占公司总股本2.00%，减持均价23.72元/股；本次减持后其 持股1142.35万股，持股比例4.76%，减持计划已完成。 ...

证券代码：301348 证券简称：蓝箭电子 公告编号：2026-010 截至 2026 年 2 月 5 日，在减持计划期间内，银圣宇已通过大宗交易方式减 持 4,799,945 股，减持比例占公司总股本 2.00%，其本次减持计划已完成。截至 本公告披露日，银圣宇持有公司股份 11,423,500 股，持股比例为 4.76%。具体 情况如下： | 股东 | 减持 | | | 减持期间 | | 减持价格区 | 减持均价 | 减持股数 | 减持比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 方式 | | | | | 间（元/股） | （元/股） | （股） | 例 | | 银圣 | 大宗 | 2026 | 年 1 | 月 7 | 日 | 19.6～28.00 | 23.72 | 4,799,945 | 2.00% | | 宇 | 交易 | 2026 | 年 | 月 2 | 日 5 | | | | | | | 合计 | | | — | | 19.6～28.00 | 23.72 | 4,799,945 | 2.00% | ...

Group 1 - The core point of the news is that Blue Arrow Electronics executed a block trade on February 5, with a total of 115,400 shares traded at a price of 24.21 yuan, which is a discount of 13.63% compared to the market closing price of 28.03 yuan [1][2]. Group 2 - The block trade accounted for 0.66% of the total trading volume on that day, with a total transaction value of 2.7938 million yuan [1][2]. - The buyer of the block trade was an institutional investor, while the seller was from the Guotai Junan Securities Co., Ltd. Nantong Gongnong South Road Securities Business Department [2].

证券日报网讯2月3日，蓝箭电子（301348）在互动平台回答投资者提问时表示，公司后续将结合自身业 务情况，密切关注半导体行业技术发展动态，积极研究储备前沿技术，保持持续创新能力。 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on February 3, with a total transaction value of 2.236 billion yuan, highlighting notable trading in specific stocks such as Shanghai Airport, Zijin Mining, and Longjing Environmental Protection [1]. Group 1: Block Trading Activity - A total of 80 stocks underwent block trading, with Shanghai Airport leading at 349 million yuan, followed by Zijin Mining at 274 million yuan and Longjing Environmental Protection at 161 million yuan [1]. - Among the stocks traded, 7 were sold at par value, 2 at a premium, and 71 at a discount, indicating a predominance of discounted trades [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were DeMa Technology at 5.67% and Shen High-Speed at 2.01% [1]. - The stocks with the highest discount rates included Kai Fa Technology at 29.94%, New Wave Shares at 23.56%, and Ai Meike at 23.43% [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions included Shanghai Airport at 349 million yuan, Longxin Zhongke at 116 million yuan, and Xinyuan Shares at 60.575 million yuan [2]. - The leading institutional selling positions were Nanxin Technology at 8.4 million yuan and Guobo Electronics at 4.1784 million yuan [2].

Core Viewpoint - Blue Arrow Electronics (301348) has confirmed that Samsung Electronics is a long-term customer, primarily receiving proprietary brand products without involving testing and packaging services [1] Group 1 - The company is actively seeking more business cooperation opportunities based on its own circumstances [1]