| 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 002112 | 三变科技 | 22.90 | 56.66 | 4.23 | | 301348 | 蓝箭电子 | 35.87 | 46.83 | 12.06 | | 300444 | 双杰电气 | 15.36 | 46.79 | 3.64 | | 300427 | 红相股份 | 18.11 | 43.24 | 0.67 | | 920046 | 亿能电力 | 27.24 | 42.69 | 11.14 | | 920086 | 科马材料 | 41.49 | 42.48 | 3.08 | | 002115 | 三维通信 | 14.25 | 42.44 | -9.98 | | 920299 | 灿能电力 | 28.17 | 41.51 | 0.25 | | 001260 | 坤泰股份 | 25.50 | 39.56 | 3.07 | | 603352 | C至信 | 53.43 | 39.11 | 2.67 | | 002119 | 康强电子 | 23.91 | ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

证券代码：301348 证券简称：蓝箭电子 公告编号：2026-007 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）保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、权益变动基本情况 佛山市蓝箭电子股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日 披露了《关于公司股东减持股份预披露的公告》（公告编号：2025-046），公 司持股 5%以上股东上海银圣宇企业管理咨询合伙企业（有限合伙）（曾用名： 深圳市银圣宇创业投资企业(有限合伙)）（以下简称"银圣宇"）持有公司股 份 16,223,445 股（占公司总股本比例 6.76%），计划自该公告披露之日起 15 个 交易日后的三个月内以大宗交易方式减持本公司股份累计不超过 4,800,000 股 （占本公司总股本比例 2%）。若计划减持期间公司有送股、资本公积金转增股 本等股份变动事项，上述股份数量做相应调整。 公司于 2026 年 1 月 16 日收到股东银圣宇出具的《关于持股 5%以上股东减 持公司股份触及 1%整数倍 ...

蓝箭电子公告称，持股5%以上股东银圣宇曾于2025年10月20日披露减持计划，拟在15个交易日后的三 个月内，以大宗交易方式减持不超480万股，占总股本2%。2026年1月7日至15日，银圣宇通过大宗交易 减持182.4万股，占总股本0.76%，目前持股降至1439.9445万股，占比6%，权益变动触及1%整数倍。本 次减持与计划一致，未履行完毕，不会使实控人变更，对公司无重大影响。 ...

Core Viewpoint - Blue Arrow Electronics' stock price surged significantly following the announcement of its acquisition of Chip Wing Technology, with a total increase of 54.13% over four trading days [1][2]. Group 1: Acquisition Announcement and Stock Performance - The announcement of the acquisition plan for Chip Wing Technology directly caused the abnormal fluctuation in Blue Arrow Electronics' stock price [2]. - The acquisition involves a cash purchase of at least 51% of Chip Wing Technology, with a preliminary valuation of up to 675 million yuan [2][3]. - Blue Arrow Electronics emphasized the uncertainty of the acquisition process, which requires due diligence, finalization of transaction terms, and regulatory approvals [2]. Group 2: Company Profile of Chip Wing Technology - Chip Wing Technology, established in August 2016, specializes in the research, production, and sales of high-reliability analog integrated circuits [3]. - The company has developed a comprehensive R&D and industrialization system covering chip design, tape-out management, product testing, and application support [3]. Group 3: Strategic Implications of the Acquisition - The acquisition represents a strategic move for Blue Arrow Electronics to transition from backend processing to high-value frontend design, aiming to create an integrated "chip design + packaging and testing" model [4]. - The collaboration is expected to enhance product validation and mass production efficiency, reduce R&D cycles and costs, and improve overall bargaining power [4][5]. - The synergy can be viewed from three dimensions: technical integration, market expansion, and value enhancement, which may lead to improved profitability and market positioning [5]. Group 4: Financial Considerations and Risks - Blue Arrow Electronics reported a transition from profit to loss in 2025, with significant increases in liabilities, indicating a challenging financial situation [7]. - The acquisition may impose additional cash flow pressures due to the cash payment structure, potentially increasing the company's debt levels [8]. - The success of the acquisition in improving financial health will depend on integration efficiency, realization of synergies, and financing capabilities [8].

风险提示：以上内容基于公开数据，不构成任何投资建议。龙虎榜数据为交易日盘后公布，反映的是当 日部分席位买卖情况，具有滞后性，不代表未来走势。股市有风险，投资需谨慎。（本内容由AI基于 交易所公开数据整理生成，仅供参考，不构成投资建议。） 周五，蓝箭电子股价表现强劲，早盘高开后持续走高，截至收盘报34.37元，上涨13.51%。盘后龙虎榜 数据显示，该股因日换手率达54.25%而上榜，买卖席位活跃。 买入金额最大的前五席位显示，被视为散户大本营的东方财富证券拉萨东环路第二证券营业部位居买 一，买入金额为3167.70万元。紧随其后的是深股通专用席位，买入约2949.40万元。此外，一家机构专 用席位买入约2876.82万元。东方财富证券拉萨东环路第一证券营业部和拉萨金融城南环路证券营业部 分别买入2825.93万元和2679.07万元，散户大本营相关席位合计买入金额较高。 反观卖方阵营，卖出金额最大的前五位抛售力度更为集中。量化基金席位——开源证券西安西大街证券 营业部高居卖一，卖出金额高达1.03亿元。深股通专用席位在买入的同时也进行了大规模卖出操作，净 卖出约4670.52万元。另一家机构专用席位同样呈现净 ...

Market Performance - The ChiNext Index fell by 0.20%, closing at 3361.02 points, with a total trading volume of 846.36 billion yuan, a decrease of 3.36 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 678 closed higher, with 25 stocks rising over 10%, including Huakang Clean and Henghui Security, while 693 stocks closed lower, with 15 stocks dropping over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 5.75%, with 55 stocks having a turnover rate exceeding 20% and 205 stocks between 10% and 20% [1] - The highest turnover rate was for Blue Arrow Electronics at 54.25%, followed by Hongxiang Co. at 40.36% [1] Institutional Activity - In the high turnover stocks, 10 stocks appeared on the Dragon and Tiger List, with 8 stocks showing institutional participation [3] - Hongxiang Co. had a net institutional buy of 202 million yuan, while Tai Li Technology had a net buy of 53.96 million yuan [3] Capital Flow - Among high turnover stocks, 25 experienced net inflows from main funds, with significant inflows into XW Communication and Haozhi Machinery, amounting to 364 million yuan and 283 million yuan respectively [4] - Conversely, Blue Focus and Hand Information saw substantial net outflows of 1.978 billion yuan and 953 million yuan respectively [4] Earnings Forecasts - Five high turnover stocks released earnings forecasts for 2025, with three expecting profit increases [4] - The highest expected profit growth is from Shanhe Pharmaceutical Auxiliary, with a projected net profit increase of 50.31% [4]

（原标题：蓝箭电子发生17笔大宗交易 合计成交5598.86万元） 蓝箭电子1月16日大宗交易平台共发生17笔成交，合计成交量223.95万股，成交金额5598.86万元。成交 价格均为25.00元，相对今日收盘价折价27.26%。从参与大宗交易营业部来看，机构专用席位共出现在 13笔成交的买方或卖方营业部中，合计成交金额为4498.86万元，净买入4498.86万元。 进一步统计，近3个月内该股累计发生29笔大宗交易，合计成交金额为1.45亿元。 证券时报•数据宝统计显示，蓝箭电子今日收盘价为34.37元，上涨13.51%，日换手率为54.25%，成交额 为28.14亿元，全天主力资金净流出3.04亿元，近5日该股累计上涨57.66%，近5日资金合计净流出1.15亿 元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为2.55亿元，近5日增加7879.48万元，增幅为44.66%。 据天眼查APP显示，佛山市蓝箭电子股份有限公司成立于1998年12月30日，注册资本24000万人民币。 （数据宝） | 成交 | 成交 | 成交价 | 相对当 日 | | | | ...

ම 下载 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-16 | 301348 | 蓝箭电子 | 25.00 | 8.00 | 200.00 国信证券股份有限 | 广发证券股份有限 | | | | | | | 公司山东分公司 | 公司南通工农南路 | | | | | | | | 证券营业部 | | 2026-01-16 | 301348 | 蓝箭电子 | 25.00 | 9.95 | 248.86 机构专用 | 广发证券股份有限 | | | | | | | | 公司南通工农南路 | | | | | | | | 证券营业部 | | 2026-01-16 | 301348 | 蓝箭电子 | 25.00 | 20.00 | 500.00 国投证券股份有限 | 广发证券股份有限 | | | | | | | 公司上海浦东新区 | 公司南通工农南路 | | | | | | | 樱花路 ...