以下文章来源于科创板日报 ，作者宋子乔 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 周五，A股半导体产业链集体走强，其中，封测板块，长电科技涨停创5年多新高，甬矽电子、通富微电、太极实业、康强电子等涨停；洁 净室板块，美埃科技、亚翔集成、圣晖集成、柏诚股份等涨停。 消息面上， 半导体封测、设备环节先后传来积极信号 。 《科创板日报》1月12日曾报道，得益于DRAM与NAND Flash大厂冲刺出货， 力成、华东、南茂等存储封测厂订单涌进，产能利用率近乎 满载，近期陆续调升封测价格，调幅上看三成，且"后续不排除启动第二波涨价"。 科创板日报 专注新兴产业与资本 2026年01月12日 09:17:29 星期一 多家存储封测厂涨价:涨幅 约三成 后续不排除启动第二 波涨价 《科创板日报》12日讯,得益于DRAM与NAND Flash 大厂冲刺出货,力成、华东、南茂等存储封测 厂订单涌进,产能利用率近乎满载,近期陆续调升封 测价格,调幅上看三成。相关封测厂透露,"订单真 的太满,后续不排除启动第二波涨价"。(台湾经济日 报) 半导体芯片 IE EEFF www.chinastarm ...

Summary of Key Points Core Viewpoint - On January 16, the Shanghai Composite Index fell by 0.26%, with institutional investors appearing on the trading lists of 40 stocks, net buying 22 and net selling 18 [1]. Institutional Trading Activity - Institutional special seats were involved in 40 stocks, with a total net selling amount of 674 million yuan. Among these, 22 stocks saw net buying while 18 experienced net selling [1]. - The stock with the highest net buying was Xue Ren Group, which closed at the daily limit down, with a turnover rate of 30.52% and a transaction amount of 4.465 billion yuan. Institutional seats accounted for three of the top five trading departments, with a total net buying of 234.07 million yuan [2]. - Tongyu Communication also saw a significant net buying of 210.51 million yuan, despite a closing drop of 8.75% and a turnover rate of 34.05% [2]. - Hongxiang Co., Ltd. experienced a rise of 11.33% with a turnover rate of 40.36%, leading to a net buying of 201.67 million yuan from institutional investors [3]. Performance of Stocks - The average increase of stocks with net institutional buying was 3.76%, outperforming the Shanghai Composite Index. Strong performers included Huakang Clean and Jintai Sun, which closed at the daily limit up [3]. - Among the stocks with net buying, two provided earnings forecasts for 2025, with one expecting a profit increase of 31.93% [3]. Net Selling Stocks - The stock with the highest net selling was Baiwei Storage, which saw a net selling of 1.2947 billion yuan despite a closing increase of 17.19% [4]. - Siyuan Electric, with a net selling of 291.58 million yuan, also appeared on the trading list due to a significant price deviation [4]. - Tongfu Microelectronics had a net selling of 86.78 million yuan, with a price deviation of 10.13% [4]. Stock Connect Activity - On January 16, 35 stocks on the trading list had either Shenzhen or Shanghai Stock Connect participation, with Siyuan Electric and Tongyu Communication seeing net buying of 307 million yuan and 218 million yuan, respectively [6]. - Stocks like Kangqiang Electronics and Aerospace Machinery experienced net selling amounts of 147 million yuan and 98.56 million yuan, respectively [6].

Core Viewpoint - The company, Tongfu Microelectronics (002156), is a provider of integrated circuit packaging and testing services, offering a one-stop service from design simulation to packaging testing for global clients [1] Group 1: Company Overview - The company covers a wide range of products, technologies, and services across various fields including artificial intelligence, high-performance computing, big data storage, display drivers, 5G communications, information terminals, consumer terminals, the Internet of Things, automotive electronics, and industrial control, meeting diverse customer needs [1] Group 2: Market Strategy - The company is seizing market development opportunities by focusing on high value-added products and trending market directions, with a long-term vision [1] - The company is actively developing advanced packaging technologies such as fan-out, wafer-level, and flip-chip packaging while expanding its production capacity [1] - Additionally, the company is strategically positioning itself in cutting-edge packaging technologies like Chiplet and 2D+, creating a differentiated competitive advantage [1]

Core Viewpoint - The A-share market experienced a slight pullback on January 16, with the Shanghai Composite Index barely holding above the 4100-point mark, while the electronic sector showed resilience, leading gains in the market [1][4]. Market Performance - The Shanghai Composite Index closed down 0.26% at 4101.91 points, the Shenzhen Component Index fell 0.18%, and the ChiNext Index decreased by 0.20% [1]. - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 30,568 billion yuan, an increase of 1,180 billion yuan compared to the previous day [1]. Sector Highlights - The electronic sector was the standout performer, with the electronic ETF (515260) rising by 2.7%, and the smart manufacturing ETF (516800) increasing by 2.42% [1][2]. - The new materials and new energy sectors also saw some individual stocks perform well, with the new materials ETF (516360) and the smart electric vehicle ETF (516380) both gaining over 1% [1]. Downward Trends - The AI medical concept continued to cool off, with the largest medical ETF (512170) dropping by 2.6% [1]. - AI application stocks experienced a broad pullback, with the ChiNext AI ETF (159363) declining by 1.81% [1]. Capital Inflows - The electronic sector attracted a net inflow of 30.511 billion yuan, leading all 31 first-level industries in terms of capital absorption [8]. - Key stocks within the electronic ETF, such as Zhaoyi Innovation and Changdian Technology, attracted significant capital inflows of 4.538 billion yuan and 3.181 billion yuan, respectively [8][9]. Policy Support - The central bank implemented a series of measures to support high-quality economic development, including a 0.25 percentage point reduction in re-lending and rediscount rates, and an increase in the re-lending quota for small and medium-sized enterprises by 500 billion yuan [2][3]. Future Outlook - Analysts predict that A-shares may see considerable incremental capital by 2026, potentially sustaining a slow bull market [3]. - The focus is expected to shift towards verifying economic conditions and performance, with active funds reinforcing a dual-line strategy of "technology + resource products" [3].

台积电还给出了强劲的业绩展望，"淡季"盈利增幅提速。 （原标题：AI催化台积电业绩超预期? A股先进封装板块拉涨） 在人工智能（AI）催化下，全球芯片代工厂商龙头台积电公布了超预期的2025年第四季度财报，美股台积电总市值超1.77万亿美元；1月16日A股 芯片板块再获提振，先进封装概念走强，长电科技、通富微电等涨停，华天科技上涨超6%。 盈利创新高 台积电公布的财报显示，受益于AI芯片需求驱动的先进制程订单，以及非AI需求温和复苏，2025年第四季度公司实现营收337亿美元，净利润约 163亿美元，同比大增约35%，毛利率62.3%，创历史新高；2025年台积电全年营收约1224亿美元，净利润551.33亿美元，营收与利润增速均大幅 领先全球半导体行业平均水平。 业务结构中，先进制程成绝对增长支柱，2纳米制程已于2025年第四季度进入大规模量产阶段，良率表现良好。7nm以下先进制程收入合计占比达 到77%；高性能计算业务收入成为第一大收入来源，占比58%，同比增长强劲，成为核心增长引擎；智能手机业务收入占比29%，环比增长11%， 表现稳健。 根据业绩指引，2026年一季度台积电预计营收346亿—358亿美 ...

Core Viewpoint - The electronic sector is leading the A-share market, with the electronic ETF (515260) showing strong performance, closing up 2.7% and achieving a premium rate of 0.93% at the end of the trading day, indicating strong buying interest [1] Group 1: Market Performance - The electronic sector received a net inflow of 30.511 billion, ranking first among all 31 Shenwan primary industries [2][3] - Major stocks in the electronic ETF, including Zhaoyi Innovation and Changdian Technology, attracted 4.538 billion and 3.181 billion respectively, topping the A-share inflow rankings [2][3] - Semiconductor leaders such as Changdian Technology, Zhaoyi Innovation, and Tongfu Microelectronics hit the daily limit, while Huazhong Microelectronics rose over 13% [4] Group 2: Industry Trends - TSMC's recent earnings report for Q4 2025 exceeded expectations, marking the seventh consecutive quarter of double-digit growth, and raised its 2026 capital expenditure guidance to 52-56 billion USD, reflecting strong and sustainable demand in the AI industry chain [5] - The U.S. government's recent imposition of a 25% tariff on specific semiconductors may create a stronger "accelerated replacement" window for domestic equipment amid increasing supply chain uncertainties [5] - The trend of "self-control and AI resonance" is expected to strengthen further in 2026, with a focus on domestic computing power and semiconductor equipment [5] Group 3: Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors, including AI chips, automotive electronics, and PCB [5] - The ETF serves as an efficient tool for investors to gain exposure to core assets in the electronic sector [5]

Market Overview - The three major A-share indices experienced slight declines on January 16, with the Shanghai Composite Index closing at 4101.91 points, down 0.26% [1][22] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 30,568 billion yuan, an increase of 1,180 billion yuan compared to the previous day [1][22] Sector Performance - The electronic sector led the market, with the Electronic ETF (515260) rising by 2.7%, marking three consecutive days of gains [3][24] - The Intelligent Manufacturing ETF (516800) also performed well, closing up 2.42% [1][22] - The New Materials ETF (516360) and the Intelligent Electric Vehicle ETF (516380) both saw gains of over 1% [1][22] Notable Stocks - Semiconductor leaders such as Longji Technology, Zhaoyi Innovation, and Tongfu Microelectronics hit the daily limit, while Huazhong Microelectronics rose over 13% [5][26] - The largest medical ETF (512170) fell by 2.6%, indicating a cooling trend in AI medical concepts [1][22] Monetary Policy Impact - The central bank implemented a series of measures to support high-quality economic development, including a 0.25 percentage point reduction in re-lending and rediscount rates, and an increase of 500 billion yuan in re-lending for small and micro enterprises [2][23] - Analysts expect these measures to enhance market stability and support the "14th Five-Year Plan" [2][23] Future Outlook - CITIC Securities anticipates a significant influx of capital into A-shares by 2026, potentially sustaining a slow bull market [2][23] - The focus will shift towards verifying economic conditions and performance, with active funds likely to strengthen the "technology + resource" dual-line market [2][23] ETF Insights - The Electronic ETF (515260) and its linked funds are designed to track the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors [29] - The Hong Kong Information Technology ETF (159131), which focuses on the Hong Kong chip industry, closed up 0.31% despite overall market weakness [10][31] Investment Themes - The "Physical AI Year" is emerging, with significant investment opportunities in AI data centers and related technologies expected to drive growth in 2026 [33][34] - The valuation of the Hong Kong chip ETF is considered attractive compared to other major tech indices, indicating potential for future gains [34]

（原标题：揭秘涨停丨67股涨停，最高封单超8亿元） 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 校对：苏焕文 据证券时报·数据宝统计，封死涨停的个股中，以所属行业来看，上榜个股居前的行业有电子、电力设备、建筑装饰，上榜个股分别有10股、8 股、8股。 封死涨停的个股中，*ST阳光、*ST荣控等9股为ST股。以封单金额计算，德邦股份、长电科技、通富微电等涨停板封单资金居前，分别有8.11亿 元、6.22亿元、4.77亿元。 从封单力度来看，博菲电气、日丰股份、海安集团等力度较大，分别为10.16%、4.77%、4.48%。 截至今日（1月16日）收盘，上证指数报收4101.91点，下跌0.26%；深证成指收于14281.08点，下跌0.18%。创业板指下跌0.2%；科创50指数上涨 1.35%。 不含未开板新股，今日可交易A股中，上涨个股超2300只，占比超40%，下跌个股超2900只。其中，收盘封死涨停的有67只，跌停股有61只。另 外，51股封板未遂，整体封板率为56.78%。 ...

在人工智能（AI）催化下，全球芯片代工厂商龙头台积电公布了超预期的2025年第四季度财报，美股 台积电总市值超1.77万亿美元；1月16日A股芯片板块再获提振，先进封装概念走强，长电科技 （600584）、通富微电（002156）等涨停，华天科技（002185）上涨超6%。 盈利创新高 台积电公布的财报显示，受益于AI芯片需求驱动的先进制程订单，以及非AI需求温和复苏，2025年第 四季度公司实现营收337亿美元，净利润约163亿美元，同比大增约35%，毛利率62.3%，创历史新高； 2025年台积电全年营收约1224亿美元，净利润551.33亿美元，营收与利润增速均大幅领先全球半导体行 业平均水平。 业务结构中，先进制程成绝对增长支柱，2纳米制程已于2025年第四季度进入大规模量产阶段，良率表 现良好。7nm以下先进制程收入合计占比达到77%；高性能计算业务收入成为第一大收入来源，占比 58%，同比增长强劲，成为核心增长引擎；智能手机业务收入占比29%，环比增长11%，表现稳健。 台积电还给出了强劲的业绩展望，"淡季"盈利增幅提速。 根据业绩指引，2026年一季度台积电预计营收346亿—358亿美元，环比增 ...

Market Overview - The Shanghai Composite Index closed at 4101.91 points, down 0.26%, with a trading volume of 13,380 billion yuan [1] - The Shenzhen Component Index closed at 14,281.08 points, down 0.18%, with a trading volume of 16,883.05 billion yuan [1] - The ChiNext Index closed at 3361.02 points, down 0.2%, with a trading volume of 8,463.56 billion yuan [1] - The STAR 50 Index closed at 1514.07 points, up 1.35%, with a trading volume of 1,168 billion yuan [1] - Total trading volume for both markets reached 30,263.05 billion yuan, an increase of 1,207.57 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included electronics, automotive, machinery, power equipment, and home appliances [2] - Weak sectors included media, computer, oil and petrochemicals, agriculture, steel, pharmaceuticals, defense, insurance, and banking [2] - The electronic industry saw the highest net inflow of funds, amounting to 105.68 billion yuan [5] Stock Performance - A total of 2,251 stocks rose, while 2,808 stocks fell, with 114 stocks remaining flat and 11 stocks suspended [2] - 67 stocks hit the daily limit up, while 61 stocks hit the daily limit down [2] - The stock with the highest net inflow was Sanhua Intelligent Controls, with a net inflow of 1.65 billion yuan and a price increase of 5.26% [7][8] - The stock with the highest net outflow was BlueFocus, with a net outflow of 2.01 billion yuan and a price decrease of 11.52% [10][11] Institutional Activity - Institutions had a net sell of approximately 6.6 billion yuan, with 21 stocks seeing net purchases and 15 stocks seeing net sales [13] - The stock with the highest net purchase by institutions was Snowman Group, with a net purchase of approximately 234 million yuan [13][14]