本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 2026年1月，A股走势延续2025年的强势行情，主要指数均录得正收益，其中上证指数、深证成指、创业板指分别累涨3.76%、5.03%、4.47%， 其中有2个交易日的单日成交额突破3万亿元。 月初， A股在宽松流动性与积极预期驱动下持续走高，以商业航天、AI应用为代表的科技方向引 领市场上涨；随着月中政策预期收敛，市场进入震荡，但整体维持平稳格局，有色金属板块加速攀升。 外资作为市场中重要的机构投资者，本月也聚焦多只A股。 Choice数据显示，2026年1月参与A股调研的外资机构共有212家，相比2025年12月 的118家大增79.66%。从被调研的个股来看，共有153家A股公司被外资机构调研，调研次数合计498次。 接下来，笔者将为大家盘点被外资调研次数居前的A股公司，并且为大家介绍调研较为"勤奋"的知名外资机构以及他们关注的A股公司。 （ 点此 查看名单 ） 0 1 22家公司被至少10家外资机构关注！华明装备领衔 从调研的外资机构家数来看，至少被10家机构调研的A股公司共有22家，其中半导体、自动化设备板块的公司数量较多，各有3家。从 ...

Group 1 - The semiconductor sector is experiencing a rebound, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 0.4% as of 14:10 on February 5 [1] - Key stocks in the index include Kema Technology, which rose over 9%, and ChipSource Micro, which increased by over 6% [1] - The semiconductor equipment ETF, E Fund (159558), saw a net subscription of 10 million shares during the trading session [1] Group 2 - CITIC Securities highlights a significant opportunity in the semiconductor equipment market, estimating a potential market space of $100 billion due to the domestic advanced production capacity gap [1] - The domestic wafer fabs are entering an expansion phase, with expectations for domestic production rates to double [1] - The index focuses on semiconductor equipment (over 60% weight) and semiconductor materials (approximately 20% weight), covering leading companies such as Zhongwei Company, Northern Huachuang, and others [1]

Group 1 - The semiconductor materials and equipment theme indices have experienced declines, with the Shanghai Stock Exchange Sci-Tech Innovation Board index down by 2.13% and the China Securities semiconductor materials and equipment index down by 2.15% as of February 5, 2026 [1][2] - Key stocks such as Huafeng Measurement Control and Tuojing Technology have seen significant declines, with Huafeng Measurement Control leading the drop at 6.60% [1] - The Sci-Tech semiconductor ETF (588170) has seen a recent price drop of 2.06%, while the semiconductor equipment ETF (562590) decreased by 2.17% [1] Group 2 - The Sci-Tech semiconductor ETF has recorded a net outflow of 59.39 million yuan, but over the past five trading days, it has seen a net inflow of 202 million yuan, averaging 40.37 million yuan per day [2] - Qualcomm reported better-than-expected Q1 FY2026 results but provided a revenue outlook below market expectations due to global memory supply shortages, projecting revenue between 10.2 billion to 11 billion USD for Q2 [2] - The demand for AI computing power is increasingly dominating storage needs, leading to a significant rise in DRAM prices, with server DRAM prices expected to increase by approximately 90% in Q1 [3] Group 3 - The Sci-Tech semiconductor ETF and its linked funds track the semiconductor materials and equipment theme index, focusing on hard tech companies in semiconductor equipment (60%) and materials (25%) [4] - The semiconductor equipment ETF (562590) also emphasizes semiconductor equipment (63%) and materials (24%), highlighting the importance of domestic substitution in the semiconductor industry [4]

Group 1 - The China Securities Semiconductor Materials and Equipment Theme Index (931743) decreased by 1.62% as of February 5, 2026, with mixed performance among constituent stocks [1] - Tianyue Advanced led the gains with an increase of 3.46%, while Huafeng Measurement Control experienced the largest decline at 5.15% [1] - The E Fund Semiconductor Equipment ETF (159558) also fell by 1.62%, with a latest price of 2.07 yuan, but saw a cumulative increase of 16.23% over the past month as of February 4, 2026 [1] Group 2 - The E Fund Semiconductor Equipment ETF recorded a turnover rate of 2.69% and a transaction volume of 122 million yuan, with an average daily transaction volume of 305 million yuan over the past month, ranking it among the top two comparable funds [1] - The ETF's scale increased by 203 million yuan over the past two weeks, placing it second in terms of new scale among comparable funds [1] - The ETF's share count grew by 38 million shares in the past week, also ranking second in new share growth among comparable funds [1] Group 3 - The latest fund inflow and outflow for the E Fund Semiconductor Equipment ETF were balanced, with a net inflow of 243 million yuan over three of the last five trading days, averaging 48.65 million yuan per day [1] - Leverage funds have been actively investing, with the latest margin buying amounting to 6.31 million yuan and a margin balance of 46.34 million yuan [1] - The E Fund Semiconductor Equipment ETF closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies involved in semiconductor materials and equipment [1][2] Group 4 - As of January 30, 2026, the top ten weighted stocks in the China Securities Semiconductor Materials and Equipment Theme Index accounted for 63.99% of the index, including companies like Zhongwei Company and Beifang Huachuang [2] - The E Fund Semiconductor Equipment ETF has associated off-market connection funds, including E Fund China Securities Semiconductor Materials and Equipment Theme ETF Link Fund A and C [2]

Group 1: Market Performance - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.85%, with component stocks showing mixed performance [1] - The semiconductor equipment ETF Huaxia (562590) fell by 0.47%, with a latest price of 1.89 yuan [1] - The Sci-Tech semiconductor ETF (588170) experienced a decline of 0.85%, with a latest price of 1.75 yuan [1] Group 2: Fund Flows - The latest net outflow for the Sci-Tech semiconductor ETF was 227 million yuan, while it had a net inflow of 389 million yuan over the past five trading days [2] - The Huaxia semiconductor equipment ETF had a net outflow of 109 million yuan, with a total net inflow of 64.74 million yuan over the past ten trading days [2] Group 3: Company Developments - InnoSilicon, a domestic leader in GaN technology, has begun bulk shipments of its GaN-based power chips to Google, marking its entry into the data center market [2] - InnoSilicon's GaN power chips improve power efficiency, reduce energy consumption, and lower operational costs, aligning with global tech giants' demands for energy efficiency and sustainability [2] - The company is collaborating with major power manufacturers and server ODMs to create a comprehensive GaN data center power supply solution ecosystem [2] Group 4: Industry Insights - The semiconductor equipment and materials industry is a key area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution [3] - The industry is expected to benefit from the semiconductor demand driven by the AI revolution, expansion, technological restructuring, and advancements in lithography technology [3] - The Sci-Tech semiconductor ETF and its associated funds track the semiconductor materials and equipment index, focusing on hard tech companies in the semiconductor sector [3][4]

Core Viewpoint - The company plans to utilize part of its idle raised funds for cash management, amounting to no more than 220 million RMB, to enhance liquidity and safety in investments [1] Group 1: Financial Management - The company will use a total of up to 220 million RMB of idle raised funds for cash management [1] - The investment direction includes high safety, good liquidity, and principal-protected products, with individual product terms not exceeding 12 months [1] - The usage period for these funds is valid for 12 months from the date of board approval [1] Group 2: Operational Impact - The funds will be used in a manner that does not affect the progress of the raised funds investment projects or the company's normal production and operations [1]

南财智讯2月4日电，金海通公告，公司拟为全资子公司JHTSEMICONDUCTORSDN.BHD.（马来西亚槟 城金海通）贷款业务提供担保，担保额度预计不超过人民币1500.00万元（含美元、林吉特或其他等值 货币）。截至公告披露日，公司已实际为其提供的担保余额为0元。本次担保事项已经公司第二届董事 会第二十四次会议审议通过，无需提交股东大会审议。 ...

Core Viewpoint - The company plans to utilize idle raised funds for cash management to enhance fund efficiency and increase returns for the company and its shareholders, while ensuring that it does not affect the construction of investment projects and maintains fund safety [3][16]. Investment Overview - Investment Purpose: To improve the efficiency of raised fund usage without impacting project construction and ensuring fund safety [3]. - Investment Amount: The company will use up to RMB 220 million (including principal) for cash management, effective for 12 months from the board's approval [2][3]. - Fund Source: The raised funds were obtained from a public offering of 15 million shares at RMB 58.58 per share, totaling RMB 878.7 million, with a net amount of RMB 746.81 million after deducting issuance costs [4]. Investment Method - Investment Types: The company will invest in high-security, liquid, principal-protected products with a maximum term of 12 months, including structured deposits, time deposits, and large certificates of deposit [7]. - Implementation: The board authorizes the chairman or designated individuals to manage cash management activities within the approved limits [8]. - Profit Distribution: Earnings from cash management will belong to the company and will be returned to the special account after maturity [9]. Review Procedures - The cash management plan has been approved by the company's board and audit committee, and does not require shareholder approval [12][17]. Impact on the Company - The cash management of idle funds will not affect the ongoing investment projects and will enhance fund usage efficiency, thereby increasing returns for the company and shareholders [16].

（记者 王晓波） 每经AI快讯，金海通2月3日晚间发布公告称，公司第二届第二十四次董事会会议于2026年2月3日在公 司会议室以现场结合通讯的方式召开。会议审议了《关于为全资子公司提供担保的议案》等文件。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" ...

国泰海通证券股份有限公司 关于天津金海通半导体设备股份有限公司 为全资子公司提供担保的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 天津金海通半导体设备股份有限公司（以下简称"金海通"或"公司"）首次公 开发行股票并在主板上市持续督导的保荐机构，根据《证券发行上市保荐业务管 理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指 引第 1 号——规范运作》《上海证券交易所上市公司自律监管指引第 11 号——持 续督导》等有关法律法规和规范性文件的要求，就公司为全资子公司提供担保的 事项进行了审慎核查，并发表如下核查意见： 一、担保情况概述 （一）担保基本情况 为满足公司全资子公司 JHT SEMICONDUCTOR SDN. BHD.（以下简称"马 来西亚槟城金海通"）生产经营和业务发展的资金需求，公司拟为马来西亚槟城 金海通贷款业务提供担保，担保额度预计不超过人民币 1,500 万元（含美元、林 吉特或其他等值货币）。具体授信品种、担保金额、担保期限、担保方式等内容， 由公司及全资子公司与债权人在以上额度内协商确定，相关担保事项以正式签署 的担保文件为准。 ...