10月9日，万润科技盘中上涨2.00%，截至10:03，报16.29元/股，成交7.87亿元，换手率5.77%，总市值 137.70亿元。 截至6月30日，万润科技股东户数13.11万，较上期减少5.10%；人均流通股6446股，较上期增加5.37%。 2025年1月-6月，万润科技实现营业收入25.48亿元，同比增长27.44%；归母净利润1553.52万元，同比减 少46.07%。 分红方面，万润科技A股上市后累计派现1.33亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，万润科技十大流通股东中，南方中证1000ETF（512100）位居第 六大流通股东，持股624.62万股，相比上期增加117.90万股。华夏中证1000ETF（159845）位居第八大 流通股东，持股368.31万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出4861.77万元，特大单买入5433.24万元，占比6.90%，卖出9418.81万 元，占比11.96%；大单买入1.78亿元，占比22.61%，卖出1.87亿元，占比23.72%。 万润 ...

主流内存半导体DDR516Gb的平均现货价格达到6.927美元，较年初的4.70美元上涨了40%以上。这一价 格正迅速逼近半导体热潮高峰期2018年的价格(7.19-8.19美元)。在这种供应紧张情况下，机构预测今年 第四季度多类DRAM产品将继续涨价。 周五，存储概念股延续近期强势，SanDisk Corp(SNDK.US)涨超8%，美光科技(MU.US)涨超3%，希捷 科技(STX.US)、西部数据(WDC.US)涨近2%。消息面上，据市场调研公司TrendForce9月29日数据显 示，通用DRAM(DDR48Gb)的平均现货价格上月达到5.868美元，创下年内最高水平。与第一季度1美元 的低位相比，这一价格上涨了近五倍，达到近6美元。 ...

主流内存半导体 DDR5 16Gb 的平均现货价格达到 6.927 美元，较年初的 4.70 美元上涨了 40% 以上。这 一价格正迅速逼近半导体热潮高峰期 2018 年的价格(7.19-8.19 美元)。在这种供应紧张情况下，机构预 测今年第四季度多类DRAM产品将继续涨价。 智通财经APP获悉，周五，存储概念股延续近期强势，SanDisk Corp(SNDK.US)涨超8%，美光科技 (MU.US)涨超3%，希捷科技(STX.US)、西部数据(WDC.US)涨近2%。消息面上，据市场调研公司 TrendForce9月29日数据显示，通用 DRAM(DDR4 8Gb)的平均现货价格上月达到 5.868 美元，创下年内 最高水平。与第一季度 1 美元的低位相比，这一价格上涨了近五倍，达到近 6 美元。 ...

Group 1 - Global asset prices have shown volatility, with previously low-priced assets like Hong Kong stocks and Chinese concept stocks becoming the highest returning equity assets this year [2] - Silver has outperformed other assets, with a year-to-date increase of 64.53% and a third-quarter increase of 31.80%, making it the best-performing asset [3] - Gold prices have also risen, with a year-to-date increase of 47.77% and a third-quarter increase of 17.41% [5] Group 2 - Factors driving the demand for precious metals include rising inflation due to U.S. tariff policies, central banks increasing their gold reserves, and heightened global geopolitical risks [7] - The gold-silver ratio indicates that silver is undervalued compared to gold, with a current ratio of 81.51, suggesting a potential buy signal for silver [9] - There is a persistent supply gap in silver, with a reported shortfall of 118 million ounces this year, contributing to price support [9] Group 3 - The U.S. dollar index has decreased by 9.94% this year, from 108.49 to 97.706, influenced by the Federal Reserve's interest rate cuts and slowing economic momentum [11][13] - The divergence in global monetary policies, with the Bank of Japan normalizing its policies while the European Central Bank remains stable, has further pressured the dollar [14] - Despite the dollar's weakness, U.S. stock markets have continued to perform well, with major indices reaching new highs [19] Group 4 - The Dow Jones Industrial Average has increased by 9.16% this year, while the Nasdaq and S&P 500 indices have shown year-to-date increases of 17.84% and 14.10%, respectively [20] - The performance of major tech stocks has varied, with Nvidia leading the gains but facing valuation concerns, while other tech giants like Microsoft and Amazon have seen declines [21][22] - The semiconductor industry has experienced a capital revolution, with companies like Seagate and Western Digital showing significant gains, while digital currency stocks have also performed well [23] Group 5 - Hong Kong and Chinese concept stocks have rebounded strongly, with the Nasdaq China Golden Dragon Index showing a third-quarter increase of 17.39% [26] - Major Chinese tech companies like Tencent and Alibaba have seen substantial year-to-date increases of 62.23% and 122.21%, respectively [26][28] - However, companies like Xiaomi and BYD have lagged due to disappointing growth expectations [27] Group 6 - The global market in 2025 has shown contrasting trends, with precious metals shining due to various demand factors, while Hong Kong and Chinese stocks have gained momentum [29] - The ongoing weakness of the dollar and the Fed's rate cuts are reshaping the global asset landscape, leading to a shift in investment focus towards undervalued markets [30]

美股存储概念股集体上涨，闪迪涨超8%，美光科技、希捷科技涨逾4%，西部数据涨超3%，四者股价均 创历史新高。 美股固态电池概念股集体拉升，美洲锂业LAC大涨超21%，QuantumScape涨超18%，普拉格能源涨近 15%，Microvast涨近5%。 美东时间周三，由于美国9月ADP就业数据疲软，美股三大指数震荡整理。截至发稿，道琼斯指数涨 0.02%，纳斯达克综合指数跌0.12%，标普500指数跌0.05%。 比特币日内涨幅扩大至近3%，突破11.7万美元；以太币涨超4%，报4308.8美元；加密货币概念股持续 上攻，Strategy涨超6%，MARA Holdings涨超5%，CleanSpark涨超4%。 ...

截至6月30日，聚辰股份股东户数1.19万，较上期增加4.80%；人均流通股13329股，较上期减少4.57%。 2025年1月-6月，聚辰股份实现营业收入5.75亿元，同比增长11.69%；归母净利润2.05亿元，同比增长 43.50%。 分红方面，聚辰股份A股上市后累计派现2.99亿元。近三年，累计派现1.86亿元。 今年以来聚辰股份已经2次登上龙虎榜，最近一次登上龙虎榜为9月24日。 资料显示，聚辰半导体股份有限公司位于上海市浦东新区张东路1761号10幢，成立日期2009年11月13 日，上市日期2019年12月23日，公司主营业务涉及集成电路产品的研发设计和销售,并提供应用解决方 案和技术支持服务。主营业务收入构成为：芯片销售100.00%。 聚辰股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：中芯国际概念、龙虎榜热 门、存储概念、电子烟、无线耳机等。 9月25日，聚辰股份盘中上涨2.00%，截至09:38，报130.88元/股，成交4.01亿元，换手率1.97%，总市值 207.15亿元。 资金流向方面，主力资金净流入981.81万元，特大单买入7649.85万元，占比19.07 ...

9月24日，德明利涨6.67%，成交额51.17亿元，换手率17.99%，总市值412.93亿元。 异动分析 来源：新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入1.53亿5317.48万-7729.44万-3.32亿-3.41亿 存储芯片+共封装光学(CPO)+中芯国际概念+专精特新+人民币贬值受益 1、公司的主营业务主要集中于闪存主控芯片设计、研发，存储模组产品应用方案的开发、优化，以及 存储模组产品的销售。公司产品主要包括存储卡、存储盘、固态硬盘等存储模组，主要聚焦于移动存储 市场。 2、根据公司官网：公司有vcsel光芯片产品，vcsel光芯片主要应用于5g移动通信、超高速全光网络、 400G及上大型数据中心、人工智能及AI。 3、公司产品生产主要采取委外加工方式进行，公司通过多年的经营形成了完善的供应链体系。公司与 中芯国际（SMIC）、中国台湾联电（UMC）等全球顶级芯片代工制造商及国内外领先的存储卡、存储 盘封装及测试厂商等形成了紧密的合作关系。 4、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、 ...

Company Overview - Puran Semiconductor (Shanghai) Co., Ltd. was established on January 4, 2016, and went public on August 23, 2021. The company specializes in the research, design, and sales of integrated circuit products, with 100% of its main business revenue coming from chip sales [1]. Stock Performance - As of September 24, Puran's stock price increased by 2.02%, reaching 108.65 CNY per share, with a trading volume of 8.92 billion CNY and a turnover rate of 5.63%. The total market capitalization is 16.086 billion CNY [1]. - Year-to-date, Puran's stock price has risen by 50.74%, with a 3.37% increase over the last five trading days, a 40.21% increase over the last 20 days, and a 73.26% increase over the last 60 days [1]. Financial Performance - For the first half of 2025, Puran achieved a revenue of 907 million CNY, representing a year-on-year growth of 1.19%. However, the net profit attributable to shareholders decreased by 70.05% to 40.7334 million CNY [2]. Shareholder Information - As of June 30, 2025, Puran had 13,400 shareholders, a decrease of 7.45% from the previous period. The average number of circulating shares per shareholder increased by 51.15% to 11,036 shares [2]. - The company has distributed a total of 105 million CNY in dividends since its A-share listing, with 65.305 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include new entrants such as Southern CSI 1000 ETF (512100) and Xin'ao New Energy Industry Stock A (001410), holding 836,200 shares and 702,800 shares respectively. Hong Kong Central Clearing Limited has exited the top ten circulating shareholders list [3].

Group 1 - The core viewpoint of the news is that Dongxin Semiconductor Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 355.82% but a recent decline of 10.10% over the past five trading days [1] - As of September 24, the stock price of Dongxin was reported at 113.50 yuan per share, with a total market capitalization of 50.195 billion yuan [1] - The company has been active in the stock market, appearing on the "Dragon and Tiger List" eight times this year, indicating notable trading activity [1] Group 2 - Dongxin Semiconductor, established on November 26, 2014, focuses on the research, design, and sales of general-purpose storage chips, with its main revenue sources being NAND (57.08%), MCP (25.88%), DRAM (10.43%), and NOR (6.15%) [2] - As of June 30, 2025, the company reported a revenue of 343 million yuan, representing a year-on-year growth of 28.81%, while the net profit attributable to shareholders was -111 million yuan, a decrease of 21.78% [2] - The company has distributed a total of 135 million yuan in dividends since its A-share listing, with 55.7235 million yuan distributed over the past three years [3] Group 3 - As of June 30, 2025, the number of shareholders in Dongxin decreased by 6.27% to 19,100, while the average circulating shares per person increased by 6.69% to 23,160 shares [2] - Among the top ten circulating shareholders, notable increases in holdings were observed for several ETFs, indicating growing institutional interest [3]

9月23日，中科曙光盘中上涨2.02%，截至09:38，报119.88元/股，成交24.31亿元，换手率1.40%，总市 值1753.98亿元。 资金流向方面，主力资金净流出1.68亿元，特大单买入5.00亿元，占比20.57%，卖出6.98亿元，占比 28.70%；大单买入4.99亿元，占比20.54%，卖出4.70亿元，占比19.33%。 中科曙光今年以来股价涨66.38%，近5个交易日涨7.53%，近20日涨31.27%，近60日涨72.94%。 截至8月30日，中科曙光股东户数35.89万，较上期增加2.99%；人均流通股4075股，较上期减少2.91%。 2025年1月-6月，中科曙光实现营业收入58.50亿元，同比增长2.41%；归母净利润7.29亿元，同比增长 29.39%。 分红方面，中科曙光A股上市后累计派现19.22亿元。近三年，累计派现10.83亿元。 机构持仓方面，截止2025年6月30日，中科曙光十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4422.71万股，相比上期增加1871.49万股。华泰柏瑞沪深300ETF（510300）位居第六大流 通股东，持股2598. ...