Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., specializes in advanced packaging and testing services for integrated circuits, with a significant focus on Chiplet technology and OLED applications, benefiting from the depreciation of the RMB and recognized as a "specialized, refined, distinctive, and innovative" enterprise [2][3][5]. Group 1: Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022, focusing on gold bumping technology and providing comprehensive packaging and testing services for display driver chips [7]. - The company's main revenue source comes from integrated circuit packaging and testing, accounting for 90.38% of total revenue, with other services contributing 9.62% [7]. - As of March 31, the company had 20,400 shareholders, a decrease of 6.64% from the previous period, with an average of 28,329 circulating shares per shareholder, an increase of 7.11% [8]. Group 2: Financial Performance - For the period from January to March 2025, the company achieved a revenue of 375 million yuan, representing a year-on-year growth of 18.80%, while the net profit attributable to shareholders was approximately 40.59 million yuan, up 54.17% year-on-year [8]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8]. Group 3: Market Position and Trends - The company is positioned within the semiconductor industry, specifically in the integrated circuit packaging and testing sector, and is recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitiveness and stability within the supply chain [3][5]. - The company has a significant overseas revenue share of 54.15%, benefiting from the depreciation of the RMB [3].

Chiplet概念板块领涨，上涨2.85%，其中赛微电子上涨10.92%，芯原股份上涨6.45%，寒武纪上涨 5.05%，天承科技涨超4%。（第一财经AI快讯） ...

Group 1 - China's artificial intelligence patent count accounts for 60% of the global total, showcasing significant advancements in digital technology and the rise of domestic operating systems like HarmonyOS, which has reached over 1.19 billion devices [2][5] - A total of 65 A-share companies have announced plans to distribute dividends amounting to 82.902 billion yuan for the 2025 interim report, indicating a trend of substantial dividend payouts [3][5] - The Shanghai Composite Index has surpassed the 3700-point mark, increasing by 0.46%, with AI chips and Chiplet concepts leading the market gains [7] Group 2 - The national food safety supervision and sampling results for the first half of the year show an overall non-compliance rate of 2.61%, a decrease of 0.17 percentage points compared to the same period last year [8] - The total import and export value of the Yellow River Basin reached 3.67 trillion yuan in the first seven months of the year, reflecting a year-on-year growth of 7.8%, which is higher than the national average growth rate of 4.3% [8] - The ecological product value in the Tianjin Eco-city has exceeded 10 billion yuan for the first time, growing approximately 21 times since its establishment, with a projected value of 11.12 billion yuan for 2024 [8] - The number of inbound and outbound travelers at Beijing's ports is expected to exceed 13 million by 2025, marking an 18.7% year-on-year increase [8] Group 3 - JD Group reported a net revenue of 356.66 billion yuan for Q2, representing a year-on-year growth of 22.4%, surpassing the estimated 335.45 billion yuan [9]

Group 1 - The ChiNext Index has surpassed the 2500-point threshold, increasing by 0.15% [1] - AI chips and Chiplet concepts are among the leading sectors in terms of growth [1] - Sectors that experienced significant gains include those that had涨停 (limit-up) yesterday [1]

Group 1 - The Shenzhen Component Index has surpassed the 11,600-point mark, increasing by 0.42% [1] - Sectors such as AI chips, digital sentinels, and Chiplet concepts have shown significant gains [1]

Core Viewpoint - The Shanghai Composite Index broke through the 3700-point mark, increasing by 0.46% on the morning of August 14 [1]. Industry Summary - AI chips and Chiplet concepts are among the sectors with the highest gains [2].

来源：新浪证券-红岸工作室 8月5日，汇成股份跌0.35%，成交额3.49亿元，换手率5.30%，总市值95.45亿元。 异动分析 先进封装+OLED+芯片概念+人民币贬值受益+专精特新 1、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。 2、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 该股筹码平均交易成本为10.40元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 11.55，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 5、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、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力 ...

来源：新浪证券-红岸工作室 7月31日，汇成股份跌1.63%，成交额4.73亿元，换手率7.38%，总市值91.25亿元。 异动分析 先进封装+芯片概念+OLED+人民币贬值受益+专精特新 1、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。 2、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 主力没有控盘，筹码分布非常分散，主力成交额1.78亿，占总成交额的4.85%。 技术面：筹码平均交易成本为10.22元 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、根据2024年年报，公司海外营收占比为54.15%，受益于人民币贬值。 5、专精特新"小巨人"企业是全国中小企业评定工作中最 ...

Group 1 - The stock price of Galaxy Microelectronics closed at 25.63 yuan on July 29, 2025, down 0.62% from the previous trading day, with a trading volume of 0.60 billion yuan [1] - Galaxy Microelectronics focuses on the research and manufacturing of semiconductor devices, with products including discrete devices and power devices [1] - The company operates in sectors such as semiconductors, Jiangsu sector, and Chiplet concept [1] Group 2 - On July 29, the net outflow of main funds for Galaxy Microelectronics was 2.5886 million yuan [2] - The board of directors decided not to adjust the conversion price of "Yinwei Convertible Bonds" and clarified that if the adjustment conditions are triggered again within the next three months, no adjustment plan will be proposed [1]

Market Performance - On July 16, A-shares saw a slight decline, with the Shanghai Composite Index down 0.03% to 3503.78 points, the Shenzhen Component Index down 0.22% to 10720.81 points, and the ChiNext Index down 0.22% to 2230.19 points [1] Fund Manager Changes - In the past 30 days (June 16 - July 16), 440 fund managers have left their positions, with 8 announcements made on July 16 alone. Reasons for departure include job changes and personal reasons [3] - Notable fund manager Li Yuanbo from Fortune Fund has managed assets totaling 3.298 billion yuan, with a highest return of 121.90% on the HSBC Jintrust Technology Pioneer Stock Fund during his tenure [3] New Fund Managers - New fund manager Gui Zhenghui from Bosera Fund manages assets totaling 7.143 billion yuan, with a highest return of 77.93% on the Bosera CSI 300 Index C Fund over a tenure of 9 years and 174 days [4] Fund Research Activity - Bosera Fund conducted the most company research in the past month, engaging with 41 listed companies, followed by Jiashi Fund and Huaxia Fund, each with 39 companies [6] - The automotive parts industry was the most researched sector, with 143 instances, followed by communication equipment with 141 instances [6] Individual Stock Research - In the past month, Lexin Technology was the most researched stock, with 95 fund management companies participating, followed by Zhongji Xuchuang and Taotao Automotive with 75 and 63 respectively [8] - In the past week (July 8 - July 15), Zhongji Xuchuang led with 29 fund institution inquiries, followed by Shengshi Technology and Kefu Medical with 27 and 26 respectively [7]