1月12日，汇成股份涨0.66%，成交额9.10亿元，换手率5.81%，总市值157.89亿元。 异动分析 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 2、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 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-4836.21万-4023.14万-89 ...

1月12日，晶方科技盘中上涨2.03%，截至14:11，报29.60元/股，成交7.38亿元，换手率3.85%，总市值 193.04亿元。 资金流向方面，主力资金净流出1799.38万元，特大单买入3784.98万元，占比5.13%，卖出3172.40万 元，占比4.30%；大单买入1.59亿元，占比21.61%，卖出1.84亿元，占比24.87%。 晶方科技今年以来股价涨7.01%，近5个交易日涨4.41%，近20日涨8.78%，近60日涨0.37%。 资料显示，苏州晶方半导体科技股份有限公司位于江苏省苏州工业园区汀兰巷29号，成立日期2005年6 月10日，上市日期2014年2月10日，公司主营业务涉及传感器领域的封装测试业务。主营业务收入构成 为：芯片封装及测试72.32%，光学器件25.91%，设计收入1.67%，其他0.10%。 晶方科技所属申万行业为：电子-半导体-集成电路封测。所属概念板块包括：基金重仓、融资融券、 MSCI中国、芯片概念、华为概念等。 截至9月30日，晶方科技股东户数14.77万，较上期增加7.82%；人均流通股4416股，较上期减少7.26%。 2025年1月-9月，晶方科技 ...

Core Viewpoint - Guangdian Measurement has shown a positive stock performance with a year-to-date increase of 10.31% and a recent surge in trading volume, indicating investor interest and potential growth in the measurement and testing services sector [1][2]. Financial Performance - For the period from January to September 2025, Guangdian Measurement achieved a revenue of 2.416 billion yuan, representing a year-on-year growth of 11.86% [2]. - The net profit attributable to shareholders for the same period was 239 million yuan, reflecting a significant increase of 26.51% compared to the previous year [2]. Stock and Market Activity - As of January 12, 2025, Guangdian Measurement's stock price was 24.28 yuan per share, with a market capitalization of 14.159 billion yuan [1]. - The stock has experienced a trading volume of 251 million yuan, with a turnover rate of 1.92% [1]. - The stock has seen a recent increase of 8.83% over the last five trading days and 16.17% over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guangdian Measurement was 29,200, a decrease of 0.72% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.76% to 18,508 shares [2]. Dividend Distribution - Guangdian Measurement has distributed a total of 607 million yuan in dividends since its A-share listing, with 481 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 9.6675 million shares, a decrease of 3.6515 million shares from the previous period [3]. - New institutional shareholders include Guangfa Multi-Factor Mixed Fund and Guangfa Balanced Growth Mixed Fund, which entered the top ten circulating shareholders [3].

来源：新浪证券-红岸工作室 2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、根据星闪联盟官网显示，公司全资子公司天午科技为星闪联盟会员。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新能源等应用领域的电子产品制造商销售电子元器件，并提供相关产品设计 方案和技术支持等服务。主要产品包括SoC芯片、无线芯片及模块、电源及功率器件、模拟/数字器件、 存储器、LED器件、处理器、传感器、光电器件、结构件及被动器件等各类电子元器件。 5、根据2024年年报，公司海外营收占比为67.36%，受益于人民币贬值。 (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-1886.20万，占比0.06%，行业排名27/33，连续3日被主力资金减仓；所属行业主力净流 入-3989.95万，连续2日被主力资金减仓。 1月9日，好上好跌0.07%，成交额2.92亿元，换手率5 ...

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing growth in its optical communication module business, particularly benefiting from the demand in data centers and 5G applications, alongside favorable currency conditions due to the depreciation of the RMB. Group 1: Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules, with 92.72% of its revenue coming from 10G and above optical modules [7]. - As of September 30, 2025, the company reported a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, also showing a growth of 31.39% [8]. Group 2: Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production, focusing on technologies such as EML, SIP, and TFLN modulation for 800G optical modules [2]. - The primary application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3]. - The company's low-power design technology for optical modules significantly reduces power consumption, providing a competitive advantage in 5G communication and data center applications [3]. Group 3: Financial and Stock Performance - On January 9, the company's stock rose by 2.02%, with a trading volume of 1.288 billion yuan and a turnover rate of 11.71%, leading to a total market capitalization of 21.449 billion yuan [1]. - The company has a high overseas revenue proportion of 89.07%, benefiting from the depreciation of the RMB [3]. - The average trading cost of the stock is 169.83 yuan, with recent trading activity indicating a slight reduction in holdings by major investors [6].

Core Viewpoint - SMIC (Semiconductor Manufacturing International Corporation) is experiencing a decline in stock price and trading volume, with significant investments from the National Integrated Circuit Industry Investment Fund, indicating potential growth in the semiconductor sector [1][2]. Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise in mainland China, providing a range of services including wafer foundry, design services, and IP support [2]. - The company specializes in various technology nodes from 0.35 microns to 14 nanometers, with wafer foundry services accounting for 93.83% of its revenue [5]. - As of September 30, 2025, SMIC reported a revenue of 49.51 billion yuan, representing a year-on-year growth of 18.22%, and a net profit of 3.82 billion yuan, up 41.09% year-on-year [5]. Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC, reflecting government support for the semiconductor industry [2]. - As of September 30, 2025, the number of shareholders increased to 336,200, with an average of 6,134 shares held per shareholder, a decrease of 25.41% from the previous period [5]. Market Activity - On January 9, SMIC's stock price fell by 0.98%, with a trading volume of 6.582 billion yuan and a market capitalization of 1,031.093 billion yuan [1]. - The stock has seen a net outflow of 783 million yuan from major investors, indicating a trend of reduced investment in the company [3][4]. Technical Analysis - The average trading cost of SMIC shares is 123.11 yuan, with the stock price approaching a support level of 125.50 yuan, suggesting potential volatility if this support is breached [4].

1月9日，广立微盘中上涨2.02%，截至13:51，报77.38元/股，成交4.58亿元，换手率3.45%，总市值 154.98亿元。 资金流向方面，主力资金净流出2808.91万元，特大单买入1881.44万元，占比4.11%，卖出3124.81万 元，占比6.83%；大单买入9886.70万元，占比21.60%，卖出1.15亿元，占比25.02%。 广立微所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：集成电路、芯片概念、 融资融券、中盘、专精特新等。 截至9月30日，广立微股东户数2.06万，较上期减少29.94%；人均流通股8487股，较上期增加131.45%。 2025年1月-9月，广立微实现营业收入4.28亿元，同比增长48.86%；归母净利润3701.72万元，同比增长 380.14%。 广立微今年以来股价涨7.91%，近5个交易日涨7.91%，近20日涨9.46%，近60日跌6.22%。 资料显示，杭州广立微电子股份有限公司位于浙江省杭州市滨江区浦沿街道潮涌路1095号，成立日期 2003年8月12日，上市日期2022年8月5日，公司主营业务涉及集成电路EDA软件和晶圆级电性 ...

Group 1 - The core viewpoint of the articles highlights significant movements in the stock market, particularly in Hong Kong and the US, driven by various company announcements and market trends [1][2][3][5][6][7][8]. Group 2 - 万国数据-SW (09698) saw a rise of over 3.6% following the announcement of a successful C-round financing of $2 billion for its international business platform DayOne [1]. - 智谱 (02513) experienced a surge of over 24% on its second day of trading, becoming the first global large model stock listed on the Hong Kong Stock Exchange [1]. - 禾赛-W (02525) increased by over 3% after showcasing its latest lidar technology at CES 2026, along with updates on delivery volume and strategic partnerships [1]. - Lithium battery concept stocks rose, with 中创新航 (03931) up 4.74%, as the Ministry of Industry and Information Technology announced a meeting to regulate the battery industry [1]. - 快手-W (01024) gained over 2.3% as Goldman Sachs projected that its AI model upgrades would enhance overseas user recognition and revenue [2]. - 佳鑫国际资源 (03858) rose over 5.4% after announcing a mining service procurement agreement worth approximately 2.27 billion HKD [2]. - Gold stocks generally increased, with 山东黄金 (01787) up 6.01%, driven by geopolitical risks and expectations of interest rate cuts supporting gold prices [2]. - 九方智投控股 (09636) rose over 5.6% following the announcement of acquiring JF Financial Company Limited [3]. - 凌雄科技 (02436) surged by over 96.85%, with expectations of significant market penetration in the DaaS sector over the next five years [3]. - 理士国际 (00842) plummeted over 60% after announcing a plan to split and list on the US stock market [3]. - Buda Juice (BUDA.US) debuted on the US market with an 8.13% increase, focusing on fresh juice and health drinks [5]. - 虎牙 (HUYA.US) reached a five-and-a-half-month high, rising 14.47% after the successful launch of a new mobile game [5]. - Applied Digital (APLD.US) led gains in the crypto mining sector with a 250% year-over-year revenue increase [5]. - Critical Metals (CRML.US) saw a near 10% rise but later fell, having gained over 110% in the first five trading days of the year [6]. - 哔哩哔哩 (BILI.US) rose 6.51% as Morgan Stanley noted stable ad performance despite uncertain gaming prospects [6]. - Storage stocks fell, with SanDisk (SNDK.US) down 5.38%, amid concerns over the sustainability of AI-related capital expenditures [6]. - The space sector saw gains, with L3Harris Technologies (LHX.US) up 5.16% after a strategic sale [7]. - Chip stocks declined, with NVIDIA (NVDA.US) down 2.15%, reflecting broader market concerns [7]. - Precious metals stocks fell, with significant drops in silver and gold prices due to liquidity shocks [8].

资料显示，新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号，成立日期2017年12月7 日，上市日期2025年6月20日，公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为：智能卡业务59.74%，蚀刻引线框架28.34%，物联网eSIM芯片封测 6.16%，其他5.76%。 新恒汇所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：次新股、高派息、集成电路、 芯片概念、融资融券等。 1月9日，新恒汇盘中上涨2.14%，截至11:02，报70.68元/股，成交1.44亿元，换手率4.30%，总市值 169.32亿元。 资金流向方面，主力资金净流入237.71万元，特大单买入772.94万元，占比5.37%，卖出1462.90万元， 占比10.16%；大单买入3552.01万元，占比24.68%，卖出2624.34万元，占比18.24%。 新恒汇今年以来股价涨10.06%，近5个交易日涨10.06%，近20日涨6.48%，近60日跌9.64%。 分红方面，新恒汇A股上市后累计派现1.20亿元。 机构持仓方面，截止2025年9月30日，新恒汇十大流 ...

华峰测控所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：半导体、集成电路、芯片概 念、融资融券、中盘等。 截至9月30日，华峰测控股东户数1.02万，较上期增加45.32%；人均流通股13295股，较上期减少 31.18%。2025年1月-9月，华峰测控实现营业收入9.39亿元，同比增长51.21%；归母净利润3.87亿元，同 比增长81.57%。 分红方面，华峰测控A股上市后累计派现5.65亿元。近三年，累计派现3.36亿元。 机构持仓方面，截止2025年9月30日，华峰测控十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股851.11万股，相比上期减少33.30万股。嘉实上证科创板芯片ETF（588200）位居第七大流 通股东，持股183.91万股，相比上期减少8.84万股。易方达竞争优势企业混合A（010198）位居第九大 流通股东，持股165.35万股，为新进股东。易方达积极成长混合（110005）退出十大流通股东之列。 1月9日，华峰测控盘中下跌2.17%，截至11:01，报206.11元/股，成交3.93亿元，换手率1.39%，总市值 279.35亿元。 资金流向方面，主力 ...