业绩突爆百亿大雷！闻泰科技封死跌停板，三重利空共振，安世半导体引发商誉减值风险集中释放

Group 1 - The core issue is the significant loss reported by Wentech Technology, with a projected net profit loss of 9 to 13.5 billion yuan for 2025, marking the largest loss since the company's listing [3] - The primary reason for the loss is the restricted control over Anshi Semiconductor, leading to a forced one-time write-off of substantial investment losses and asset impairment losses, along with concentrated goodwill impairment risks [3] - The stock price dropped sharply, with Wentech Technology hitting the daily limit down, losing 3.94 yuan and resulting in a market value evaporation of nearly 4.9 billion yuan [2] Group 2 - The incident has sparked widespread concern in the semiconductor industry, with the performance crisis becoming a trending topic on social media platforms, raising fears of a valuation correction across the sector [3] - Significant shareholder reduction has occurred, with the major shareholder, Wuxi Guolian Integrated Circuit Investment Center, completing a phase of share reduction, selling 34.49 million shares for a total cash amount of 1.326 billion yuan, and the reduction is not yet fully executed [3] - There was a collective outflow of funds from the semiconductor sector, with over 13.4 billion yuan net outflow in the morning session, as previous gains of 30% in the sector led to profit-taking, with Wentech Technology being a key stock for this [3]