(本文来自第一财经) 上海合晶发布异动公告，公司股票交易连续两个交易日内收盘价格涨幅偏离值累计超过30%，属于股票 交易异常波动情形。经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没有发生重大 调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。截至本公告披露日，除公司 已披露事项外，公司及公司控股股东不存在影响公司股票交易价格异常波动的重大事宜；不存在其他涉 及公司应披露而未披露的重大信息，包括且不限于与公司相关的重大资产重组、股份发行、债务重组、 业务重组、重大资产剥离和重大资产注入等重大事项。 ...

Core Viewpoint - Shanghai Hojin Silicon Materials Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on August 12 and 13, 2025 [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Shanghai Hojin has shown abnormal volatility, with a cumulative increase of over 30% in closing prices during the specified trading days [1] - **Regulatory Compliance** - The company has adhered to the Shanghai Stock Exchange's trading rules and the real-time monitoring guidelines for abnormal trading on the Sci-Tech Innovation Board [1] - **Company Self-Verification** - Following self-examination and written inquiries to its controlling shareholder, the company confirmed that there are no undisclosed significant information as of the announcement date [1] - **Management Trading Activity** - The company verified that its controlling shareholder, directors, and senior management did not engage in buying or selling the company's stock during the period of abnormal trading [1]

Group 1 - The company Shanghai Hejing announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over two consecutive trading days on August 12 and August 13, 2025 [1] - The company conducted a self-examination and sent a written inquiry to its controlling shareholder, confirming that there is no significant information that should have been disclosed but was not [1] - The company cautioned investors about the significant short-term volatility in its stock price and advised them to be aware of market trading risks and to make rational investment decisions [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% compared to the benchmark index within the next six months [5][13]. Core Views - The company is expected to experience a recovery in demand and an increase in the domestic market share of 8-inch epitaxial wafers due to high barriers to entry and the ongoing trend of domestic substitution. The company aims to become a benchmark for 8-inch products, focusing on high-barrier specialty products [3][4]. - The company plans to expand its 12-inch product capacity significantly, with a phased approach to increase production from over 40,000 pieces per month to a total of 100,000 pieces per month by the end of 2026. This includes a focus on power devices and CIS (CMOS Image Sensors) [4]. - Revenue projections for the company are optimistic, with expected revenues of 1.33 billion, 1.66 billion, and 2.00 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 151 million, 188 million, and 236 million yuan for the same years [5][9]. Summary by Sections Company Overview - The latest closing price is 22.86 yuan, with a total market capitalization of 15.2 billion yuan and a circulating market value of 7.8 billion yuan. The company has a total share capital of 6.65 billion shares, with a debt-to-asset ratio of 9.4% and a price-to-earnings ratio of 127.00 [2]. Financial Forecasts - The company is projected to achieve revenues of 1.11 billion yuan in 2024, with a year-on-year growth rate of -17.76%. This is expected to rebound to 20.21% in 2025, 24.63% in 2026, and 20.56% in 2027. The net profit is forecasted to decline to 120.78 million yuan in 2024, followed by increases to 150.69 million yuan in 2025, 188.42 million yuan in 2026, and 235.69 million yuan in 2027 [9][12].

证券之星消息，8月13日半导体板块较上一交易日上涨1.04%，中船特气领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688146 | 中船特气 | 44.86 | 20.01% | 31.04万 | | 13.76亿 | | 688270 | 锯墙科技 | 68.51 | 15.63% | 26.28万 | | 17.64亿 | | 688584 | 上海合品 | 26.18 | 14.52% | 43.10万 | | 10.93 乙 | | 688135 | 利扬芯片 | 24.40 | 14.23% | 18.36万 | | 4.19亿 | | 6608889 | 晶晨股份 | 77.83 | 8.01% | 25.45万 | | 19.68亿 | | 688216 | 气派科技 | 27.45 | 7.31% | 7.33万 | | 2.0 ...

来源：新浪证券-红岸工作室 8月13日，上海合晶涨14.52%，成交额10.93亿元，换手率12.68%，总市值174.22亿元。 异动分析 专精特新+芯片概念+人民币贬值受益 1、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 2、上海合晶硅材料股份有限公司主要从事半导体硅外延片的研发、生产、销售，并提供其他半导体硅 材料加工服务。公司的主要产品及服务包括半导体硅外延片及其他半导体硅材料加工服务等。公司的核 心产品为8吋及8吋以下外延片，主要用于制备功率器件和模拟芯片等。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.59亿，占总成交额的8.47%。 技术面：筹码平均交易成本为19.03元 该股筹码平均交易成本为19.03元，近期该股快速吸筹，短线操作建议关注；目前股价靠近压力位 27.30，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公 ...

Core Viewpoint - The semiconductor sector in China is experiencing significant growth, driven by AI demand and a shift towards inference computing, with the Sci-Tech Innovation Board Chip Index showing positive performance and the Sci-Tech Chip ETF gaining substantial traction in trading volume and net value [1][4][5]. Group 1: Market Performance - As of August 13, 2025, the Sci-Tech Innovation Board Chip Index increased by 0.90%, with notable gains from stocks such as China Shipbuilding Industry Corporation and Shanghai Hojin [1]. - The Sci-Tech Chip ETF (588200) rose by 0.95%, marking its third consecutive increase [1]. - The ETF recorded a turnover rate of 4.96% and a transaction volume of 1.557 billion yuan, with an average daily transaction volume of 2.474 billion yuan over the past year, ranking first among comparable funds [4]. Group 2: Fund Growth and Performance - The Sci-Tech Chip ETF saw a significant increase in scale, growing by 6.178 billion yuan over the past three months, leading among comparable funds [4]. - The ETF's share count increased by 2.181 billion shares in the last three months, also ranking first among comparable funds [4]. - The net value of the Sci-Tech Chip ETF rose by 78.97% over the past year, placing it first among comparable funds, with a ranking of 107 out of 2954 in the index stock fund category [4]. Group 3: Industry Outlook - IDC predicts that by 2027, the share of inference computing in China's intelligent computing will rise from approximately 41% in 2023 to around 72.6% [5]. - Tianfeng Securities anticipates continued optimistic growth in the global semiconductor market driven by AI, with a focus on domestic substitution amid supply chain risks [5]. - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 57.59% of the index, with companies like Cambricon and SMIC being key players [5][7].

截至8月12日，科创100指数ETF近1年净值上涨65.83%，指数股票型基金排名284/2954，居于前9.61%。 从收益能力看，截至2025年8月12日，科创100指数ETF自成立以来，最高单月回报为27.67%，最长连涨 月数为3个月，最长连涨涨幅为37.87%，上涨月份平均收益率为8.48%，历史持有1年盈利概率为 63.84%。截至2025年8月12日，科创100指数ETF近3个月超越基准年化收益为0.74%。 截至2025年8月13日 11:27，上证科创板100指数(000698)强势上涨1.42%，成分股中船特气(688146)上涨 20.01%，广钢气体(688548)上涨18.95%，上海合晶(688584)上涨13.69%，迪哲医药(688192)，国盾量子 (688027)等个股跟涨。科创100指数ETF(588030)上涨1.56%， 冲击3连涨。最新价报1.17元。拉长时间 看，截至2025年8月12日，科创100指数ETF近1周累计上涨3.23%。 流动性方面，科创100指数ETF盘中换手2.86%，成交1.90亿元。拉长时间看，截至8月12日，科创100指 数ETF近1年日均 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation 100 Index and its ETF, indicating a positive trend in the market [3][4][5] - As of August 12, 2025, the Sci-Tech Innovation 100 Index ETF has seen a net value increase of 65.83% over the past year, ranking 284 out of 2954 in terms of performance among equity funds [5] - The ETF has experienced significant inflows, with a net inflow of 54.84 million yuan recently, and a total of 42.29 million yuan over the last five trading days [4][5] Group 2 - The latest data shows that the top ten weighted stocks in the Sci-Tech Innovation 100 Index account for 23.52% of the index, indicating concentrated investment in key companies [7] - The ETF's management fee is 0.15% and the custody fee is 0.05%, which are among the lowest in comparable funds [5] - Recent government initiatives in Fujian and Sichuan provinces aim to enhance data center capabilities and telecommunications infrastructure, which may positively impact the technology sector [3]

公司发布的一季报数据显示，一季度公司共实现营业收入2.80亿元，同比增长12.47%，实现净利润 1920.76万元，同比增长5.15%，基本每股收益为0.0300元，加权平均净资产收益率0.46%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，上海合晶所属的电子行业，目前整体涨幅为0.94%，行业内，目前股价上涨 的有208只，涨幅居前的有中船特气、上海合晶、臻镭科技等，涨幅分别为18.19%、18.15%、13.27%。 股价下跌的有266只，跌幅居前的有*ST宇顺、天承科技、炬光科技等，跌幅分别为4.09%、4.03%、 3.96%。 两融数据显示，该股最新（8月12日）两融余额为1.35亿元，其中，融资余额为1.35亿元，近10日增加 4150.07万元，环比增长44.52%。 上海合晶股价创出历史新高，截至10:08，该股上涨18.15%，股价报27.01元，成交量2892.06万股，成交 金额7.22亿元，换手率8.51%，该股最新A股总市值达179.74亿元，该股A股流通市值91.78亿元。 ...