港股异动 | 纳芯微(02676)涨超13% 半导体涨价潮蔓延 国内模拟需求及价格存在上行机会
Zhi Tong Cai Jing·2026-01-28 01:59

Core Viewpoint - Naxin Micro (02676) has seen a significant increase in stock price, rising over 133% and currently trading at 160 HKD, with a transaction volume of 36.08 million HKD, indicating strong market interest and potential growth in the semiconductor sector [1] Group 1: Price Trends and Market Dynamics - Following substantial price increases in memory chips, the trend of rising prices is expanding to other chip categories, including analog chips [1] - Starting from the end of 2025, major international analog companies like Texas Instruments and ADI are set to increase prices for certain products, particularly in applications related to AI servers and automotive electronics [1] - Texas Instruments has provided a strong outlook, highlighting a rebound in orders for analog chips [1] Group 2: Company Positioning and Market Share - According to Frost & Sullivan, Naxin Micro ranks fifth among Chinese analog chip manufacturers in terms of revenue for 2024, and is the only company in the top ten that focuses on sensor, signal chain, and power management chip product lines [1] - A report from Open Source Securities indicates that as downstream demand continues to recover and AI capital expenditures remain high, there are upward opportunities for domestic analog demand and pricing by 2026 [1]