| | | 1月20日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 江龙船艇 | 董事贺文军拟减持不超过0.6423%股份 | | | 长盈精密 | 控股股东拟减持不超过1%股份 | | | 美好医疗 | 实际控制人一致行动人拟合计减持不超过2.4997%股份 | | | 武汉天源 | 康佳集团、红塔创新拟合计减持不超过2%股份 | | | 华新环保 | 上海科惠拟减持不超过0.58%股份 | | | 顶点软件 | 爱派克拟减持不超0.87%股份 | | | 西部黄金 | 新疆有色拟减持不超过911.00万股公司股份 | | | 杭可科技 | 曹政及其一致行动人拟减持不超过257.96万股公司股份 | | | 瑞晨环保 | 巨晨樊融累计减持1.75%股份 | | | 北京人力 | 股东天津融衡减持1698.11万股公司股份 | | | 壹网壹创 | 张帆累计减持0.9789%股份 | | | 上海合晶 | 兴港融创合计减持665.46万股公司股份 | | | 中复神鹰 | 鹰游集团累计减持1%公司股份 | | 其他 | 天箭科技 | 公司股 ...

证券日报网讯1月19日，上海合晶在互动平台回答投资者提问时表示，根据公司已公开信息，上海合晶 客户覆盖全球多个国家和地区，客户包括欧盟企业，并且与上海合晶保持长期战略合作伙伴关系。在经 营策略上，公司通过布局全球多元化客户结构应对国际贸易环境变化，并持续推进高端国产化替代及差 异化竞争。在销售模式方面，公司主要通过直销和经销两种方式开展全球业务。关于具体业务收入和贸 易方式，属于未公开的商业细节，不便说明。 ...

每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 （记者 王晓波） 每经AI快讯，上海合晶1月19日晚间发布公告称，公司于2026年1月16日收到兴港融创出具的《关于减 持股份结果的告知函》，在减持计划期间内，兴港融创通过集中竞价方式合计减持公司股份约665万 股，减持比例占公司总股本的1%。本次减持计划已实施完毕。 ...

格隆汇1月19日丨上海合晶(688584.SH)公布，公司于2026年1月16日收到兴港融创出具的《关于减持股 份结果的告知函》, 在减持计划期间内，兴港融创通过集中竞价方式合计减持公司股份665.46万股，减 持比例占公司总股本的1%。本次减持计划已实施完毕。 ...

证券代码：688584 证券简称：上海合晶 公告编号：2026-001 上海合晶硅材料股份有限公司 持股 5%以上股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 大股东持有的基本情况 一、减持主体减持前基本情况 1 | | 董事、监事和高级管理人员 | □是 □否 | | --- | --- | --- | | | 其他：不适用 | | | 持股数量 | 198,737,316股 | | | 持股比例 | 29.86% | | | 当前持股股份来源 | IPO 前取得：198,737,316股 | | 上述减持主体无一致行动人。 二、减持计划的实施结果 （一）大股东因以下事项披露减持计划实施结果： 本次减持计划实施前，上海合晶硅材料股份有限公司（以下简称 "公司"） 持股 5%以上股东河南京港股权投资基金管理有限公司－河南兴港融创创业投资发 展基金（有限合伙）（以下简称"兴港融创"）持有公司股份 198,737,316 股，占公 司总股本 29.86%，为公司首次公开发行前取 ...

上海合晶硅公告称，持股5%以上股东兴港融创于2025年11月3日至2026年1月16日，通过集中竞价方式 合计减持公司股份6,654,583股，减持比例占公司总股本的1%，减持价格区间为21.40 - 26.56元/股，减持 总金额1.47亿元。本次减持计划已实施完毕，减持后兴港融创持股192,082,733股，占总股本28.86%。此 次减持符合相关规定，与此前披露计划一致。 ...

截至2026年1月19日14点23分，上证科创板半导体材料设备主题指数(950125)下跌0.36%。成分股方面涨 跌互现，金宏气体领涨9.96%，中船特气上涨4.35%，富创精密上涨3.81%；有研硅领跌3.52%，安集科 技下跌3.29%，兴福电子下跌3.28%。科创半导体ETF(588170)下跌1.41%，最新报价1.89元。流动性方 面，科创半导体ETF盘中换手23.27%，成交14.53亿元，市场交投活跃。 截至2026年1月19日14点25分，中证半导体材料设备主题指数(931743)下跌0.28%。成分股方面涨跌互 现，金海通（603061）领涨10.00%，康强电子（002119）上涨5.90%，中船特气上涨4.31%；安集科技 领跌3.54%，有研硅下跌3.52%，上海合晶下跌3.33%。半导体设备ETF华夏(562590)下跌0.29%，最新报 价2.06元。流动性方面，半导体设备ETF华夏盘中换手10.46%，成交2.97亿元，市场交投活跃。 开源证券认为，随着台积电进一步上调资本开支，有望提振先进制程扩产预期；高端先进封装作为AI 芯片必选项，有望随制造端产能释放同步爬坡放量，相关需 ...

Market Overview - On January 16, the overall ETF market experienced a decline, with semiconductor-themed ETFs showing strong performance, as several products rose against the trend and made it to the top ten gainers of the day [1] - The total trading volume of ETFs exceeded 750 billion yuan, setting a historical record, with 23 ETFs having a single-day trading volume exceeding 10 billion yuan [2][12] - The ETF market saw a significant net outflow of over 68 billion yuan, marking the highest single-day outflow of the year, with a clear divergence in fund flows [3][8] Semiconductor ETFs Performance - On January 16, semiconductor-themed ETFs rose sharply, with seven out of the top ten gainers being ETFs focused on semiconductors, tracking the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Index and the CSI Chip Industry Index [4] - The Penghua Sci-Tech Semiconductor ETF (589020) led the gains with an 8.74% increase, bringing its year-to-date gain to 29.93%, making it the highest-performing ETF in the same period [5][4] - All top ten ETFs by year-to-date performance are focused on the semiconductor sector, with gains exceeding 20%, primarily targeting semiconductor materials and equipment [4] Media and Entertainment ETFs Performance - Media and entertainment-themed ETFs experienced a notable decline, occupying the top six positions for the largest losses, with declines exceeding 4% [6] - The two leading media ETFs saw declines of over 5%, with their market trading prices showing significant discounts [6][7] Fund Flow Dynamics - The ETF market experienced a significant net outflow of over 68 billion yuan, with stock-type ETFs facing the majority of the outflows, exceeding 67 billion yuan [8] - Industry ETFs continued to attract capital, with nine products making it to the top ten net inflows, primarily in sectors such as non-ferrous metals, semiconductor equipment, software, gold, securities, and electric grid [8] - The top net inflow was recorded by the Non-Ferrous Metals ETF (512400) with a net inflow of 9.84 billion yuan, totaling over 8 billion yuan in net inflows year-to-date [9][8] Notable ETFs and Their Performance - The following ETFs were highlighted for their performance: - Penghua Sci-Tech Semiconductor ETF (589020): +8.74% today, +29.93% YTD [5] - Sci-Tech 100 Enhanced ETF (588680): +8.17% today, +19.95% YTD [5] - Media ETF (159805): -5.61% today, +18.84% YTD [7] - Film and Television ETF (516620): -5.07% today, +9.74% YTD [7]

消息面上，1月15日，台积电公布2025年第四季度财报。该季度台积电营收1.046万亿新台币（约 合337.3亿美元），同比增长20.5%。该季度台积电净利润5057亿新台币（约合160亿美元），同 比增长35%，创历史新高，并连续第七个季度实现两位数增长。7nm及以下先进制程则贡献了台积 电该季度总收入的77%。 2026.01. 16 本文字数：949，阅读时长大约2分钟 作者 | 第一财经 郑栩彤 今日早盘，A股多只半导体股走强。早盘天岳先进（688234.SH）涨20%，灿芯股份 （688691.SH）涨8.12%，臻镭科技(688270.SH)涨8.05%，星宸科技（301536.SZ）、上海合 晶（688584.SH）涨超5%，屹唐股份（688729.SH）、京仪装备（688652.SH）、中微公司 （688012.SH）、立昂微(605358.SH)股价也飘红。 多只早盘股价飘红的半导体股业务包括半导体设备、材料。其中，天岳先进是碳化硅单晶衬底材料厂 商，星宸科技是视频监控芯片厂商，灿芯股份是一站式定制芯片及IP厂商，上海合晶是半导体硅外延 片制造商，臻镭科技是集成电路芯片和微系统厂商，立昂微是 ...

Group 1 - Multiple semiconductor stocks in A-shares showed strong performance in early trading, with Tianyue Advanced (688234.SH) rising by 20%, and other companies like Canxin (688691.SH) and Zhenlei Technology (688270.SH) increasing by 8.12% and 8.05% respectively [2][3] - The companies involved in this surge include those in semiconductor equipment and materials, such as Tianyue Advanced, which specializes in silicon carbide single crystal substrate materials, and Xingchen Technology, which focuses on video surveillance chips [3] Group 2 - Semiconductor foundry SMIC (688981.SH) rose by 1.21% and Huahong (688347.SH) increased by 1.67% in early trading [4] - TSMC reported a record revenue of NT$1.046 trillion (approximately US$33.73 billion) for Q4 2025, marking a year-on-year growth of 20.5%, with a net profit of NT$505.7 billion (approximately US$16 billion), up 35% [4] - TSMC anticipates stronger growth in 2026, with capital expenditures expected to rise by 37% to US$56 billion, significantly higher than the US$40.9 billion spent in 2025 [4][5] Group 3 - TSMC's chairman stated that the demand for AI remains strong, and the overall foundry market is expected to grow by 16% in 2025 and 14% in 2026 [5] - TSMC has received strong demand signals from clients seeking additional capacity, indicating a robust market outlook [5] - In the US market, TSMC shares rose by 4.44%, with other semiconductor stocks like Nvidia and AMD also experiencing gains [5]