来源：新浪证券-红岸工作室 12月23日，中芯国际跌0.46%，成交额58.24亿元，换手率2.42%，总市值9592.42亿元。 中芯国际目前在新浪财经客户端A股市场人气排名第36名。 异动分析 国家大基金持股+存储芯片+中芯国际概念+芯片概念 1、公司获得国家集成电路产业投资基金股份有限公司投资，持股比例占总股本比例为1.61%。 2、2025年9月12日互动易：公司代工MCU芯片和特殊存储芯片。 3、中芯国际是中国内地技术最先进、配套最完善、规模最大、跨国经营的集成电路制造企业集团。 4、中芯国际集成电路制造有限公司的主营业务是基于多种技术节点和技术平台的集成电路晶圆代工业 务，并提供设计服务与IP支持、光掩模制造等配套服务。公司的主要产品是集成电路晶圆代工、设计服 务与IP支持、光掩模制造。根据全球各纯晶圆代工企业最新公布的2024年销售额情况，中芯国际位居全 球第二，在中国大陆企业中排名第一。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-2.60亿，占比0.04%，行业排名166/171，该股当前无连续增减仓现象，主力趋势不明 显；所属 ...

《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ①人形机器人+类脑芯片，开发情感识别机器人和存算一体ReRAM，构建巡检运输等机器人矩阵，这家公 司布局教育康复医疗全生命周期应用； ②存储芯片+先进封装，TGV AOI设备用于2.5D/3D封装检测，这 家公司与ADI合作推出高性能ATE解决方案，提升存储测试效率。 前言 ...

12月22日，上证指数、深证成指、创业板指、科创50指数全天震荡走强，上证指数再度收复3900点。截 至收盘，上证指数报3917.36点，涨0.69%，成交额7898亿元；深证成指报13332.73点，涨1.47%，成交 额10721.83亿元；创业板指报3191.98点，涨2.23%，成交额4883.01亿元；科创50指数报1335.25点，涨 2.04%，成交额551亿元。沪深两市合计成交18619.83亿元，成交额较上一交易日增加1360.34亿元。 海南自贸、CPO等概念走强 *ST宁科8连板 （原标题：数据复盘丨海南自贸、CPO等概念走强 104股获主力资金净流入超1亿元） 104股获主力资金净流入超1亿元 个股来看，今日有2298只个股获主力资金净流入，其中，104股获主力资金净流入超1亿元。中际旭创主 力资金净流入最多，净流入金额为14.43亿元；主力资金净流入居前的个股还有新易盛、天孚通信、海 马汽车、卧龙电驱、阳光电源等，净流入金额分别为10.73亿元、8.93亿元、8.25亿元、7.4亿元、6.29亿 元。 75股被主力资金净卖出超1亿元 今日有2858只个股被主力资金净卖出，其中，75股 ...

22日，两市股指盘中强势拉升，创业板指、科创50指数大涨逾2%，全A近3000股飘红。 （文章来源：证券时报网） 截至收盘，沪指涨0.69%报3917.36点，深证成指涨1.47%，创业板指涨2.23%，科创50指数涨2.04%，沪 深北三市合计成交18825亿元。 招商证券表示，多项信号显示，一轮经典的"跨年—春季"行情正在酝酿，并已徐徐拉开帷幕。一方面， 2026年开年后各项工作有望提前发力，尤其是中央预算内投资有望加快落地；另一方面，当前已有重要 机构投资者持续增持A500 ETF等宽基品种，为市场带来稳定增量资金。风格方面，行情主线很可能聚 焦以沪深300、上证50为代表的蓝筹指数；行业层面，应重点关注顺周期相关品种，其中尤其值得关注 的包括工业金属、非银金融、酒店航空。赛道层面，建议重点关注国产算力、商业航天和可控核聚变。 盘面上看，零售板块回落，银行、券商板块走低；半导体板块强势拉升，有色、钢铁、石油、化工等板 块上扬，海南自贸概念爆发，个股掀涨停潮；存储芯片、CPO概念、光刻机概念等活跃。 ...

格隆汇12月22日｜A股三大指数集体上涨，截至午间收盘，沪指涨0.64%报3915.2点，深证成指涨 1.36%，创业板指涨1.8%，北证50涨0.63%。全市场成交额11989亿元，较上日成交额放量954亿元，近 3500股上涨。盘面上，海南自贸区概念爆发，海南机场、海南华铁、中国中免等约20股涨停，海南自由 贸易港全岛封关首日表现亮眼；贵金属、存储芯片、CPO等板块涨幅居前，医药商业、教育、影视院线 等板块回调。 ...

A股三大指数集体上涨，截至午间收盘，沪指涨0.64%报3915.2点，深证成指涨1.36%，创业板指涨 1.8%，北证50涨0.63%。全市场成交额11989亿元，较上日成交额放量954亿元，近3500股上涨。盘面 上，海南自贸区概念爆发，海南机场、海南华铁、中国中免等约20股涨停，海南自由贸易港全岛封关首 日表现亮眼；贵金属、存储芯片、CPO等板块涨幅居前，医药商业、教育、影视院线等板块回调。 ...

（文章来源：每日经济新闻） 每经AI快讯，存储芯片板块开盘走强，精智达、珂玛科技涨超10%，精测电子、成都华微、长川科技、 普冉股份、立昂微跟涨。 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - The company is involved in commercial aerospace, storage chips, autonomous driving, third-generation semiconductors, and CPO, with its chip products already applied in low-orbit satellite constellations [1] - Another company focuses on controllable nuclear fusion, commercial aerospace, satellite navigation, military industry, and nuclear power, with successful applications in manned space engineering (Tianhe core module of the space station) and orders in the nuclear fission power plant sector [1] - The company is also engaged in autonomous driving and drones, supplying humanoid robot joint modules [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry in China [5] Core Insights - The storage supply-demand imbalance is expected to persist, providing a historic opportunity for domestic storage manufacturers to expand production and increase market share [9] - Micron Technology's recent financial performance exceeded expectations, with a revenue of $13.64 billion for Q1 FY26, representing a 57% year-over-year increase and a 21% quarter-over-quarter increase [8] - The demand for storage chips is anticipated to grow significantly due to AI inference requirements, which will drive the need for active data storage [8] Summary by Sections Investment Recommendations and Targets - Domestic semiconductor equipment companies such as Zhongwei Company, Jingyi Equipment, Weidao Nano, Tuojing Technology, and Northern Huachuang are recommended for investment [3] - Companies focusing on AI storage solutions like Zhaoyi Innovation and Beijing Junzheng are also highlighted as potential investment targets [3] - Other beneficiaries of storage technology iterations include Lanke Technology and Lianyun Technology [3] - Domestic enterprise SSD and storage solution providers such as Jiangbolong, Demingli, Baiwei Storage, and Lenovo Group are noted as relevant investment opportunities [3] Market Dynamics - The report indicates that the overseas storage giants are focusing on High Bandwidth Memory (HBM), which may limit the supply of general storage, thus prolonging the current storage boom [8] - The HBM market is projected to reach a size of $100 billion by 2028, two years earlier than previously anticipated [8] - The competition among major storage companies in the HBM market is intense, which may affect their capital expenditure allocation [8] Technological Developments - Hefei Changxin and Yangtze Memory Technologies are expected to enhance their market share in the DRAM and NAND sectors due to ongoing supply-demand imbalances [8] - Changxin is set to launch DDR5 products by November 2025, achieving competitive performance metrics [8] - Yangtze Memory's self-developed Xtacking architecture is expected to significantly advance 3D NAND technology [8]

Market Overview - On December 19, the Shanghai Composite Index closed at 3890.45 points, up 0.36%, with a trading volume of 738.1 billion yuan. The Shenzhen Component Index closed at 13140.21 points, up 0.66%, with a trading volume of 987.849 billion yuan. The ChiNext Index closed at 3122.24 points, up 0.49%, with a trading volume of 444.704 billion yuan. The total trading volume of both markets was 1.725949 trillion yuan, an increase of 70.462 billion yuan compared to the previous trading day [1]. Sector Performance - Various sectors showed positive performance, with retail, real estate, light industry manufacturing, environmental protection, education, steel, textile and apparel, and automotive sectors leading the gains. Concepts such as duty-free, Hainan Free Trade Zone, rental and sale rights, dairy, beer, community group buying, superconductors, and controllable nuclear fusion were notably active. Conversely, banking, precious metals, and electronics sectors experienced declines [2]. Fund Flow Analysis - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 4.444 billion yuan, with the ChiNext seeing a net outflow of 3.881 billion yuan. However, the CSI 300 index saw a net inflow of 0.988 billion yuan, and the Sci-Tech Innovation Board had a net inflow of 0.925 billion yuan. Among the 31 primary industries, 12 sectors had net inflows, with the automotive sector leading at 2.348 billion yuan [3]. Individual Stock Performance - A total of 2077 stocks saw net inflows, with 83 stocks receiving over 1 billion yuan in net inflows. The stock with the highest net inflow was Xue Ren Group, with 1.379 billion yuan, followed by Shan Zi Gao Ke, Aerospace Development, N You Xun, Gan Feng Lithium, and Salt Lake Co., with net inflows of 1.059 billion yuan, 0.928 billion yuan, 0.748 billion yuan, 0.641 billion yuan, and 0.473 billion yuan respectively [5]. Major Sell-offs - There were 3085 stocks that experienced net sell-offs, with 72 stocks seeing over 1 billion yuan in net outflows. The stock with the highest net outflow was Meinian Health, with 0.942 billion yuan, followed by Saiwei Electronics, Shunhao Co., Shenghong Technology, and Xiangnan Chip, with net outflows of 0.719 billion yuan, 0.545 billion yuan, 0.500 billion yuan, and 0.481 billion yuan respectively [7]. Institutional Activity - According to the post-market data, institutional investors had a net sell of approximately 27.7851 million yuan, with 11 stocks seeing net purchases and 12 stocks experiencing net sales. The stock with the highest net purchase was Aerospace Intelligence, with 90.6183 million yuan, followed by Shan Zi Gao Ke, West Materials, and Hua Ren Health [9][10].