Yangjie Technology(SZ:300373) Jing Ji Guan Cha Wang·2026-02-12 05:53Company Situation - The company, Yangjie Technology, held a board meeting on February 11, approving an increase in the foreign exchange hedging business limit from $50 million to $200 million to mitigate exchange rate risks associated with overseas business expansion. This move is interpreted as a positive support for the company's internationalization strategy [1] Fund Flow - On the day of the stock price increase, the net inflow of main funds was 68.02 million yuan, with large orders showing a net inflow trend. Several public funds have significant holdings in the stock, including three funds under Guotai Haitong Asset Management, which collectively hold 1.552 million shares, resulting in a daily floating profit of approximately 6.5493 million yuan. Other institutions like Shenwan Hongyuan and CMB Fund also hold certain positions, indicating high institutional participation [2] Industry Policy Status - The company specializes in power semiconductor business, and the semiconductor sector rose by 1.54% on the same day. Forecasts indicate that the company's net profit is expected to grow by 31.16% year-on-year in 2025, with a revenue growth rate of 22.49%, which supports the positive outlook for the stock price [3] Stock Price Situation - The stock price broke through the 20-day moving average (79.96 yuan), with the upper Bollinger Band resistance at 90.71 yuan. Short-term technical indicators show strong characteristics, and the turnover rate increased to 3.38%, indicating a significant rise in market trading activity. The recent stock price increase is driven by optimized foreign exchange risk management, fund inflows, industry prosperity, and technical factors [4]