12月26日，中颖电子盘中下跌2.05%，截至11:25，报28.62元/股，成交1.97亿元，换手率1.99%，总市值 97.70亿元。 中颖电子所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能手表、SOC芯片、汽 车芯片、智能穿戴、物联网等。 截至12月19日，中颖电子股东户数4.90万，较上期减少3.92%；人均流通股6944股，较上期增加4.08%。 2025年1月-9月，中颖电子实现营业收入9.67亿元，同比减少1.13%；归母净利润5704.63万元，同比减少 36.59%。 分红方面，中颖电子A股上市后累计派现11.07亿元。近三年，累计派现2.72亿元。 机构持仓方面，截止2025年9月30日，中颖电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股435.37万股，相比上期增加214.06万股。南方中证1000ETF（512100）位居第六大流通股 东，持股311.98万股，相比上期减少3.48万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股185.54万股，相比上期减少1400.00股。广发中证1000ETF（560010）位居第九大流 ...

来源：新浪证券-红岸工作室 12月25日，英集芯跌0.05%，成交额1.69亿元，换手率1.90%，总市值89.06亿元。 异动分析 汽车芯片+无线耳机+消费电子概念+芯片概念+专精特新 1、根据2025年4月29日公告：在汽车电子领域，公司成功研发符合AEC-Q100标准的车规级车充芯片， 并顺利导入国内外汽车厂商，完成规模量产。 (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-3391.10万，占比0.2%，行业排名137/171，连续3日被主力资金减仓；所属行业主力净 流入-17.86亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-3391.10万-5569.91万-8125.99万-1.01亿-2.08亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额9465.33万，占总成交额的12.27%。 2、2022年3月29日招股书显示英集芯的TWS耳机充电仓芯片能够以单颗芯片为TWS耳机充电仓提供高 集成度的电源解决方案,支持MCU软件深度定制,可降低客户的设计复杂度和物料成本。英集芯专门为 TW ...

来源：新浪证券-红岸工作室 12月24日，英集芯涨1.68%，成交额1.17亿元，换手率1.32%，总市值89.10亿元。 异动分析 汽车芯片+无线耳机+消费电子概念+芯片概念+专精特新 1、根据2025年4月29日公告：在汽车电子领域，公司成功研发符合AEC-Q100标准的车规级车充芯片， 并顺利导入国内外汽车厂商，完成规模量产。 2、2022年3月29日招股书显示英集芯的TWS耳机充电仓芯片能够以单颗芯片为TWS耳机充电仓提供高 集成度的电源解决方案,支持MCU软件深度定制,可降低客户的设计复杂度和物料成本。英集芯专门为 TWS耳机充电仓设计的电源管理芯片不仅支持电源管理功能,还集成了双向通讯功能和内部通讯隔离功 能。 3、目前，公司基于在移动电源（即充电宝）、快充电源适配器（即充电器、充电头）等应用领域的优 势地位，成为了消费电子市场主要的电源管理芯片和快充协议芯片供应商之一。 今日主力净流入-336.31万，占比0.03%，行业排名122/171，连续3日被主力资金减仓；所属行业主力净 流入24.01亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-336.3 ...

12月18日至19日，以"跨界融合、共生共赢、产业成链、生态成盟" 为核心理念的中国汽车芯片产业创新战略联盟2025全体成员大会在上海市闵行区隆 重召开。上海市经信委二级巡视员、汽车产业处处长韩大东，东风汽车原董事长、党委书记竺延风，上汽集团原总裁陈志鑫，集成电路创新联盟秘书长、中 国汽车芯片联盟技术专家委员会主任叶甜春，中国汽车芯片联盟联席理事长董扬，中国汽车芯片联盟秘书长原诚寅等行业重磅嘉宾出席大会并致辞或作主题 分享，400余家成员单位的700余位代表齐聚，共话产业发展新路径。 作为汽车芯片领域最具代表性的生态融合平台，联盟自2020年成立以来，通过发布供需对接手册、搭建在线平台、开展技术路线研究等举措，推动国产 芯片规模化应用。本次大会为期两天，涵盖全体成员大会、生态链峰会、跨界论坛等议程，覆盖政策解读、成果发布、供需对接等核心环节。 大会同期了举办了三场分论坛或研讨会。"集成电路+AI+机器人生态融合研讨会"强调跨领域标准化，认为车规芯片与机器人需求高度契合；"功率半导 体专委会闭门会"聚焦碳化硅、氮化镓技术攻关，明确产业链协同方向；"车规工艺及产业链研讨会"围绕全链条标准及自主化痛点，提出联合攻关 ...

责任编辑：小浪快报 中颖电子所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能手表、WIFI概念、 SOC芯片、汽车芯片、芯片概念等。 截至12月10日，中颖电子股东户数5.10万，较上期增加6.25%；人均流通股6672股，较上期减少5.88%。 2025年1月-9月，中颖电子实现营业收入9.67亿元，同比减少1.13%；归母净利润5704.63万元，同比减少 36.59%。 分红方面，中颖电子A股上市后累计派现11.07亿元。近三年，累计派现2.72亿元。 机构持仓方面，截止2025年9月30日，中颖电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股435.37万股，相比上期增加214.06万股。南方中证1000ETF（512100）位居第六大流通股 东，持股311.98万股，相比上期减少3.48万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股185.54万股，相比上期减少1400.00股。广发中证1000ETF（560010）位居第九大流通股东，持股 143.89万股，相比上期减少6.08万股。 12月23日，中颖电子盘中下跌2.04%，截至14:2 ...

兆易创新所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：MCU概念、模拟芯片、 RISC概念、指纹识别、汽车芯片等。 截至9月30日，兆易创新股东户数15.75万，较上期增加14.31%；人均流通股4231股，较上期减少 12.18%。2025年1月-9月，兆易创新实现营业收入68.32亿元，同比增长20.92%；归母净利润10.83亿元， 同比增长30.18%。 分红方面，兆易创新A股上市后累计派现19.48亿元。近三年，累计派现6.39亿元。 机构持仓方面，截止2025年9月30日，兆易创新十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3029.21万股，相比上期减少1034.97万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股1132.65万股，相比上期减少48.26万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股817.21万股，相比上期减少26.67万股。华夏国证半导体芯片ETF（159995）位居第七大流通股 东，持股804.57万股，相比上期减少294.15万股。银河创新混合A（519674）位居第八大流通股东，持 股7 ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.55% to 3867.92 points, the Shenzhen Component Index down by 1.1%, and the ChiNext Index decreasing by 1.77% [1][2] - The total market turnover was 1.79 trillion yuan, a decrease of 324.6 billion yuan compared to the previous trading day, with over 2900 stocks declining [1] Sector Performance - The insurance sector showed strength, with China Ping An (601318) rising nearly 5% [3] - The dairy industry stocks surged, with companies like Huangshi Group (002329) and Sunshine Dairy reaching their daily limit [3] - The commercial retail sector also saw gains, with Dongbai Group (600693) hitting the daily limit [3] - The steel sector became active following the release of new export license policies, with Fushun Special Steel and Taiyuan Iron & Steel (000825) both reaching their daily limit [3] Declining Sectors - The CPO concept faced a significant drop, with Yue Ling Co. (002725) hitting the daily limit down [3] - The shipbuilding sector declined, with Jianglong Shipbuilding (300589) falling nearly 9% [3] - The laser radar sector weakened, with Shijia Photon dropping over 10% [3] - Other sectors such as AI mobile phones, recombinant proteins, automotive chips, and cultivated diamonds also experienced notable declines [3]

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while maintaining a focus on automotive electronics and consumer electronics sectors, particularly in power management and fast-charging protocol chips. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, specializing in the research and sales of power management and fast-charging protocol chips [7] - The company's main business revenue composition includes power management (65.15%), mixed-signal SoC (22.02%), battery management (12.33%), and others (0.49%) [7] - As of September 30, 2025, the company reported a revenue of 1.169 billion yuan, a year-on-year increase of 14.16%, and a net profit of 114 million yuan, up 28.54% year-on-year [8] Group 2: Product Development and Market Position - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards and has begun mass production for domestic and international automotive manufacturers [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, reducing design complexity and material costs for customers [2] - The company is recognized as a "specialized and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] Group 3: Market Activity and Financial Analysis - On December 3, the stock price of Yingjixin fell by 2.75%, with a trading volume of 328 million yuan and a market capitalization of 10.056 billion yuan [1] - The main net inflow of funds was negative at 48.35 million yuan, indicating a reduction in institutional holdings over the past three days [4][5] - The average trading cost of the stock is 21.82 yuan, with a current price near the support level of 22.90 yuan, suggesting potential volatility [6]

Core Viewpoint - The stock of Silan Microelectronics has experienced fluctuations, with a recent decline of 2.03%, and the company shows a mixed performance in terms of stock price changes over different time frames [1] Financial Performance - For the period from January to September 2025, Silan Microelectronics achieved a revenue of 9.713 billion yuan, representing a year-on-year growth of 18.98% [2] - The net profit attributable to shareholders reached 349 million yuan, marking a significant year-on-year increase of 1108.74% [2] Stock and Shareholder Information - As of September 30, 2025, the number of shareholders increased to 296,200, up by 13.11% from the previous period [2] - The average number of circulating shares per shareholder decreased by 11.59% to 5,618 shares [2] - Cumulatively, the company has distributed 720 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the last three years [3] Market Activity - On December 2, the stock price was reported at 27.95 yuan per share, with a trading volume of 434 million yuan and a turnover rate of 0.93% [1] - The total market capitalization of Silan Microelectronics is approximately 46.511 billion yuan [1] - The stock has seen a year-to-date increase of 7.58%, a slight increase of 1.49% over the last five trading days, but a decline of 7.97% over the last 20 days and 12.19% over the last 60 days [1] Shareholding Structure - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest, holding 32.1797 million shares, a decrease of 32.9556 million shares from the previous period [3] - Other notable shareholders include Huatai-PB CSI 300 ETF and Huaxia National Semiconductor Chip ETF, both of which have seen reductions in their holdings [3] Business Overview - Silan Microelectronics, established on September 25, 1997, and listed on March 11, 2003, is primarily engaged in the design, manufacturing, and sales of electronic components and products [1] - The company's revenue composition includes discrete devices (47.47%), integrated circuits (40.37%), LEDs (5.47%), and other products (3.60%) [1] - The company operates within the semiconductor industry, focusing on discrete devices and is involved in various concept sectors such as IGBT, sensors, automotive chips, and smart home technology [1]

Core Viewpoint - Yangjie Technology's stock has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 49.71%, indicating volatility in the market despite overall growth [1][2]. Financial Performance - For the period from January to September 2025, Yangjie Technology reported a revenue of 5.348 billion yuan, representing a year-on-year growth of 20.89%, and a net profit attributable to shareholders of 974 million yuan, reflecting a growth of 45.51% [2]. - The company has distributed a total of 1.717 billion yuan in dividends since its A-share listing, with 1.180 billion yuan distributed over the past three years [3]. Shareholder Information - As of November 10, 2025, the number of shareholders for Yangjie Technology increased to 59,000, with an average of 9,188 circulating shares per person, a decrease of 1.69% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 390,600 shares, and E Fund's ChiNext ETF, which reduced its holdings by 1,035,500 shares [3]. Market Activity - As of December 2, 2025, Yangjie Technology's stock price was 63.93 yuan per share, with a market capitalization of 34.736 billion yuan and a trading volume of 262 million yuan [1]. - The stock has seen a slight decline of 0.02% over the last five trading days and a 6.04% drop over the last 20 days [1].