Group 1 - The stock price of Xinhenghui closed at 95.70 yuan on August 27, 2025, down by 6.95 yuan, a decrease of 6.77% from the previous trading day [1] - The trading volume for the day was 130,967 hands, with a transaction amount of 1.282 billion yuan, resulting in a turnover rate of 28.78% [1] - The company's total market capitalization is 22.925 billion yuan, while the circulating market capitalization is 4.356 billion yuan [1] Group 2 - Xinhenghui operates in the semiconductor industry, focusing on the research, production, and sales of integrated circuit packaging materials [1] - The company's products are primarily used in smart cards and radio frequency identification (RFID) applications [1] - As a newly listed company under the registration system, Xinhenghui currently has a price-to-earnings (P/E) ratio of 128.86 times and a price-to-book (P/B) ratio of 11.52 times [1]

Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo City, Shandong Province, established on December 7, 2017, and listed on June 20, 2025. The company specializes in smart card business, etched lead frame business, and IoT eSIM chip testing services [1]. Business Composition - The revenue composition of Xin Heng Hui is as follows: smart card business accounts for 59.74%, etched lead frame business for 28.34%, IoT eSIM chip testing for 6.16%, and other businesses for 5.76% [1]. Stock Performance - On August 27, Xin Heng Hui's stock fell by 5.32%, trading at 97.19 CNY per share, with a transaction volume of 333 million CNY and a turnover rate of 7.29%. The total market capitalization is 23.282 billion CNY [1]. Fund Holdings - According to data, one fund under China Merchants Fund holds shares in Xin Heng Hui. The fund, China Merchants CSI 300 Real Estate Equal Weight Index A (161721), held 382 shares in the second quarter, representing 0.0006% of the circulating shares, ranking as the eighth largest holding [2]. Fund Performance - The China Merchants CSI 300 Real Estate Equal Weight Index A (161721) has a total asset size of 412 million CNY. Year-to-date, it has lost 3.08%, ranking 4219 out of 4222 in its category. Over the past year, it has gained 5.62%, ranking 3723 out of 3766, and has lost 43.97% since inception [2]. Fund Management - The fund manager for China Merchants CSI 300 Real Estate Equal Weight Index A is Wang Ningyuan, who has been in the position for 184 days. During his tenure, the best fund return was 14.09%, while the worst was 0.17% [3].

8月26日，新恒汇涨1.95%，成交额13.76亿元。两融数据显示，当日新恒汇获融资买入额1.43亿元，融 资偿还1.22亿元，融资净买入2060.21万元。截至8月26日，新恒汇融资融券余额合计4.61亿元。 资料显示，新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号，成立日期2017年12月7 日，上市日期2025年6月20日，公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为：智能卡业务59.74%，蚀刻引线框架28.34%，物联网eSIM芯片封测 6.16%，其他5.76%。 截至6月30日，新恒汇股东户数3.73万，较上期减少30.05%；人均流通股1219股，较上期增加42.96%。 2025年1月-6月，新恒汇实现营业收入4.74亿元，同比增长14.51%；归母净利润8895.45万元，同比减少 11.94%。 责任编辑：小浪快报 融资方面，新恒汇当日融资买入1.43亿元。当前融资余额4.61亿元，占流通市值的9.88%。 融券方面，新恒汇8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0 ...

其中，深股通专用、中国国际金融股份有限公司上海分公司、机构专用分别买入10882.60万元、3731.34 万元、2990.52万元。 深股通专用、机构专用、机构专用分别卖出3837.32万元、2803.50万元、1555.82万元。 8月25日，新恒汇上涨16.59%登上龙虎榜，有价格涨跌幅限制的日换手率达到30%，一线游资卖出。 龙虎榜显示，买入前五合计买入2.70亿元，卖出前五合计卖出1.17亿元，净额1.52亿元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 深股通专用 10882.60 3837.32 7045.28 中国国 际金融股份有限公司上海分公司 3731.34 238.15 3493.19 机构专用 2990.52 1365.64 1624.88 机构专用 2971.51 611.73 2359.78 机构专用 2901.02 2803.50 97.52 卖出金额最大的前5名营业部 买入额/万 卖出额/ 万 净额/万 深股通专用 10882.60 3837.32 7045.28 机构专用 2901.02 2803.50 97.52 机构专用 2596.63 1555.82 ...

资金流向方面，8月25日，新恒汇主力资金净流入10914.41万元，近5日总体呈流出状态，5日共流出 6308.39万元。 新恒汇电子股份有限公司的主营业务是智能卡业务、蚀刻引线框架业务和物联网eSIM芯片封测。公司 的主要产品是蚀刻引线框架、物联网eSIM芯片封测、柔性引线框架、智能卡模块、封测服务。公司在 集成电路领域拥有的仍在有效期内的授权专利126项，其中发明专利38项，实用新型专利25项，外观设 计专利1项，计算机软件著作权62项。 8月25日，新恒汇今日收盘100.69元，上涨16.59%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到138.70倍，总市值241.21亿元。 从行业市盈率排名来看，公司所处的半导体行业市盈率平均123.92倍，行业中值78.15倍，新恒汇排名第 135位。 作者：行情君 序号股票简称PE(TTM)PE(静)市净率总市值(元)13新恒汇138.70129.7012.12241.21亿行业平均 123.92144.8117.67365.71亿行业中值78.1582.725.29144.60亿1扬杰科技28.2733.253.66333.29亿2新洁能 3 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.87亿元，其中，买入成交额为2.70亿 元，卖出成交额为1.17亿元，合计净买入1.52亿元。 新恒汇今日上涨16.59%，全天换手率39.40%，成交额17.13亿元，振幅18.86%。龙虎榜数据显示，机构 净买入5123.01万元，深股通净买入7045.30万元，营业部席位合计净买入3056.58万元。 深交所公开信息显示，当日该股因日换手率达39.40%上榜，机构专用席位净买入5123.01万元，深股通 净买入7045.30万元。 新恒汇8月25日交易公开信息 （文章来源：证券时报网） 部 | 买/ 卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 深股通专用 | | 10882.62 | 3837.32 | | 买二 | | 中国国际金融股份有限公司上海分公司 | 3731.34 | 238.15 | | 买三 | 机构专用 | | 2990.52 | 1365.64 | | 买四 | 机构专用 | | 2971.51 | 611.73 | ...

Market Performance - The semiconductor sector rose by 2.99% on August 25, with Xin Heng Hui leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Top Gainers in Semiconductor Sector - Xin Heng Hui (301678) closed at 100.69, up 16.59% with a trading volume of 179,300 shares and a transaction value of 1.713 billion [1] - Hai Guang Information (688041) closed at 210.10, up 12.92% with a trading volume of 1,022,000 shares and a transaction value of 21.036 billion [1] - Han Wu Ji (688256) closed at 1384.93, up 11.40% with a trading volume of 187,600 shares and a transaction value of 24.990 billion [1] Top Losers in Semiconductor Sector - Wen Sen Co., Ltd. (688720) closed at 50.15, down 4.44% with a trading volume of 67,300 shares [2] - Di Ao Wei (688381) closed at 27.21, down 4.29% with a trading volume of 208,000 shares [2] - Xin Lang Wei (688037) closed at 135.22, down 4.13% with a trading volume of 117,400 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 13.308 billion from institutional investors, while retail investors saw a net inflow of 7.245 billion [2] - The net inflow from speculative funds was 6.063 billion [2] Individual Stock Capital Flow - Xin Heng Hui (301678) had a net inflow of 266 million from institutional investors, while it saw a net outflow of 124 million from speculative funds [3] - Han Wu Ji (688256) had a net inflow of 101 million from institutional investors, with a net outflow of 98 million from speculative funds [3] - Zhuo Guang Technology (688167) had a net inflow of 60 million from institutional investors, with a net outflow of 40 million from speculative funds [3]

来源：新浪证券-红岸工作室 资料显示，新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号，成立日期2017年12月7 日，上市日期2025年6月20日，公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为：智能卡业务59.74%，蚀刻引线框架28.34%，物联网eSIM芯片封测 6.16%，其他5.76%。 8月22日，新恒汇涨1.67%，成交额9.10亿元。两融数据显示，当日新恒汇获融资买入额8841.76万元， 融资偿还9925.89万元，融资净买入-1084.12万元。截至8月22日，新恒汇融资融券余额合计4.22亿元。 截至6月30日，新恒汇股东户数3.73万，较上期减少30.05%；人均流通股1219股，较上期增加42.96%。 2025年1月-6月，新恒汇实现营业收入4.74亿元，同比增长14.51%；归母净利润8895.45万元，同比减少 11.94%。 融资方面，新恒汇当日融资买入8841.76万元。当前融资余额4.22亿元，占流通市值的10.75%。 融券方面，新恒汇8月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Xinhenghui, a company in the semiconductor industry, with a current stock price of 86.36 yuan and a rolling PE ratio of 118.96 times, which is slightly below the industry average of 121.19 times [1][2] - Xinhenghui's total market capitalization is 20.688 billion yuan, ranking 130th in the semiconductor industry based on PE ratio [1][2] - The company experienced a net outflow of main funds amounting to 25.6111 million yuan on August 22, with a total outflow of 82.1366 million yuan over the past five days [1] Group 2 - Xinhenghui's main business includes smart card operations, etching lead frames, and IoT eSIM chip testing, with key products being etching lead frames, IoT eSIM chip testing, flexible lead frames, smart card modules, and testing services [1] - The company holds 126 valid patents in the integrated circuit field, including 38 invention patents, 25 utility model patents, 1 design patent, and 62 software copyrights [1] - For the first half of 2025, Xinhenghui reported a revenue of 474 million yuan, a year-on-year increase of 14.51%, while net profit was 88.9545 million yuan, reflecting a year-on-year decrease of 11.94%, with a gross profit margin of 30.23% [1]

Group 1 - As of August 22, 2025, QFII has disclosed holdings in 223 companies, with a total of 1.466 billion shares valued at 28.02 billion yuan [2] - QFII's new favorites include 118 stocks in the second quarter of 2025, indicating a significant interest in these companies [2][4] - The top sectors for QFII investments include basic chemicals, pharmaceuticals, machinery, and power equipment, with 24, 22, 21, and 21 stocks held respectively [3] Group 2 - Among the new stocks, Jinpu Titanium (000545) is the most notable, with 32.22 million shares purchased by foreign institutions, making it a top shareholder [4][5] - Other significant new holdings include Yuyin Co. (002177.SZ), Rongfa Nuclear Power (002366.SZ), and Senma Apparel (002563.SZ), each with substantial foreign investment [4][5] - The top ten stocks by market value among QFII's new holdings include Changdian Technology (600584.SH) and Yinzhijie (300085.SZ), indicating strong foreign interest in these companies [5][6] Group 3 - QFII increased holdings in 51 stocks in the second quarter, with Alloy Investment (000633) and New Power Finance seeing the most significant increases [9] - Three companies, including Shengyi Technology (600183), Jiuhua Company (689009), and Dongfang Yuhong (002271), have QFII holdings exceeding 1 billion yuan [9][10] - Barclays Bank and UBS Group are among the foreign institutions holding over 10 stocks, with Barclays leading with 123 stocks [11]