迈为股份所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：OLED、先进封 装、半导体、钙钛矿电池、光伏玻璃等。 截至9月30日，迈为股份股东户数3.31万，较上期增加4.48%；人均流通股5840股，较上期减少4.28%。 2025年1月-9月，迈为股份实现营业收入62.04亿元，同比减少20.13%；归母净利润6.63亿元，同比减少 12.56%。 分红方面，迈为股份A股上市后累计派现13.49亿元。近三年，累计派现10.13亿元。 机构持仓方面，截止2025年9月30日，迈为股份十大流通股东中，睿远成长价值混合A（007119）位居 第六大流通股东，持股600.52万股，相比上期减少90.59万股。香港中央结算有限公司位居第七大流通股 东，持股472.32万股，相比上期减少67.93万股。易方达创业板ETF（159915）位居第八大流通股东，持 股322.43万股，相比上期减少54.14万股。南方中证500ETF（510500）位居第十大流通股东，持股 205.42万股，为新进股东。 1月6日，迈为股份盘中下跌2.02%，截至09:39，报190.11元/股，成交2.85亿元，换手率0 ...

1月5日，景旺电子盘中下跌2.01%，截至13:18，报71.62元/股，成交11.22亿元，换手率1.57%，总市值 705.30亿元。 资金流向方面，主力资金净流出3730.11万元，特大单买入5441.94万元，占比4.85%，卖出9158.60万 元，占比8.16%；大单买入2.66亿元，占比23.73%，卖出2.66亿元，占比23.74%。 景旺电子今年以来股价跌2.01%，近5个交易日跌6.81%，近20日涨14.54%，近60日涨12.98%。 资料显示，深圳市景旺电子股份有限公司位于广东省深圳市光明区凤凰街道东坑社区光源三路158号景 旺电子大厦,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期1993年3月9日，上市日期2017年1月6 日，公司主营业务涉及印制电路板的研发、生产和销售业务。主营业务收入构成为：印制电路板 94.67%，其他(补充)5.33%。 景旺电子所属申万行业为：电子-元件-印制电路板。所属概念板块包括：PCB概念、年度强势、柔性电 子、5G、OLED等。 截至9月30日，景旺电子股东户数5.02万，较上期增加20.83%；人均流通股19418股，较上期减少 12.4 ...

资料显示，深圳市南极光电子科技股份有限公司位于广东省深圳市宝安区松岗街道芙蓉路5号，成立日 期2009年1月4日，上市日期2021年2月3日，公司主营业务涉及以背光显示模组为核心的手机零部件的研 发、生产和销售。主营业务收入构成为：背光显示模组产品99.18%，其他(补充)0.82%。 1月5日，南极光盘中上涨2.00%，截至10:48，报29.03元/股，成交1.23亿元，换手率2.70%，总市值64.63 亿元。 分红方面，南极光A股上市后累计派现2735.63万元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入212.25万元，特大单买入1251.01万元，占比10.20%，卖出1112.90万 元，占比9.07%；大单买入2611.79万元，占比21.30%，卖出2537.65万元，占比20.69%。 机构持仓方面，截止2025年9月30日，南极光十大流通股东中，华安中小盘成长混合（040007）退出十 大流通股东之列。 南极光今年以来股价涨2.00%，近5个交易日跌6.60%，近20日涨8.08%，近60日涨3.53%。 南极光所属申万行业为：电子-光学光电子-LED。所属概念板块包括： ...

资金流向方面，主力资金净流出2430.35万元，特大单买入692.99万元，占比2.91%，卖出1618.45万元， 占比6.79%；大单买入4508.96万元，占比18.91%，卖出6013.86万元，占比25.22%。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66%；归母净利润-6694.27万 元，同比减少35.45%。 分红方面，沃格光电A股上市后累计派现1.18亿元。近三年，累计派现2136.46万元。 沃格光电今年以来股价跌2.01%，近5个交易日涨4.11%，近20日涨13.01%，近60日跌0.83%。 资料显示，江西沃格光电集团股份有限公司位于江西省新余高新技术产业开发区西城大道沃格工业园， 成立日期2009年12月14日，上市日期2018年4月17日，公司主营业务涉及FPD光电玻璃精加工业务。主 营业务收入构成为：光电显示器件51.83%，光电玻璃精加工29.63%，其他18.44%，其他(补充)0.10%。 沃格光电所属申万行业为：电子-光学 ...

Core Viewpoint - The company, Jinghe Integrated, has officially launched the construction of its Phase IV project with a total investment of 35.5 billion yuan, aiming to enhance its 12-inch wafer foundry capacity and meet the growing demand for high-performance semiconductor services [1][2]. Group 1: Project Overview - The Phase IV project will establish a production line with a capacity of 55,000 wafers per month, focusing on 40nm and 28nm processes for CIS, OLED, and logic applications [1]. - The project is expected to begin equipment installation in Q4 2026 and reach full production by the end of 2028 [2]. Group 2: Business and Financial Performance - Jinghe Integrated specializes in 12-inch wafer foundry services and has achieved mass production of various products, including display driver ICs (DDIC), CMOS image sensors (CIS), microcontrollers (MCU), power management ICs (PMIC), and logic applications [3]. - For the first three quarters of 2025, the company reported revenue of 8.13 billion yuan, a year-on-year increase of 19.99%, and a net profit attributable to shareholders of 550 million yuan, up 97.24% year-on-year [3]. - The company has successfully mass-produced 40nm high-voltage OLED display driver chips and is making progress in the development of 28nm OLED display driver chips, as well as Micro OLED technology for AR/VR applications [3].

Group 1 - The chemical sector experienced fluctuations on December 31, with the chemical ETF (516020) closing down 0.23% [1][10] - Key stocks in the petrochemical, lithium battery, and modified plastics sectors saw significant declines, with Dongfang Shenghong down 4.22% and several others dropping over 2% [1][10] - The chemical ETF (516020) has shown a remarkable annual increase of 41.09%, outperforming major indices like the Shanghai Composite Index (18.41%) and the CSI 300 Index (17.66%) [3][12] Group 2 - The chemical sector has been a popular investment tool, with the chemical ETF (516020) attracting significant net inflows, totaling 246 million yuan over the last five trading days [4][13] - The lithium battery supply chain has seen a rise in both volume and price, with industrial-grade lithium carbonate reaching 116,000 yuan per ton and lithium iron phosphate prices increasing by over 15% [6][14] - Looking ahead to 2026, the chemical sector is expected to benefit from macroeconomic recovery and supply-side policy advancements, leading to improved profitability [15] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with opportunities in various chemical sub-sectors [7][15] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [15]

来源：新浪证券-红岸工作室 12月31日，汇成股份涨0.00%，成交额8.93亿元，换手率6.22%，总市值140.53亿元。 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。 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 ...

联创电子所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：激光雷达、光学、 OLED、MR混合现实、无人驾驶等。 截至12月19日，联创电子股东户数10.59万，较上期减少3.49%；人均流通股9946股，较上期增加 3.61%。2025年1月-9月，联创电子实现营业收入64.89亿元，同比减少16.20%；归母净利润5092.02万 元，同比增长210.26%。 分红方面，联创电子A股上市后累计派现2.74亿元。近三年，累计派现966.23万元。 机构持仓方面，截止2025年9月30日，联创电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2357.66万股，相比上期增加562.68万股。南方中证1000ETF（512100）位居第四大流通股 东，持股969.17万股，相比上期减少19.16万股。华夏中证1000ETF（159845）位居第五大流通股东，持 股575.72万股，相比上期减少1.17万股。广发中证1000ETF（560010）位居第八大流通股东，持股 446.30万股，相比上期减少18.24万股。 12月31日，联创电子盘中上涨2.08%，截至14:02，报10.8 ...

Group 1 - The core viewpoint of the news is that Annochi's stock has experienced fluctuations, with a year-to-date decline of 19.97% and a recent increase in trading activity, indicating potential investor interest despite recent losses [1][2] - As of December 31, Annochi's stock price was 4.93 yuan per share, with a total market capitalization of 5.691 billion yuan [1] - The company's main business involves the research, production, and sales of new textile dyes, with a revenue composition of disperse dyes (58.65%), computing services (23.62%), and other categories [2] Group 2 - Annochi's revenue for the period from January to September 2025 was 773 million yuan, reflecting a year-on-year growth of 3.78%, while the net profit attributable to shareholders was a loss of 36.94 million yuan, a decrease of 400.98% compared to the previous year [2] - The company has distributed a total of 345 million yuan in dividends since its A-share listing, with 57.72 million yuan distributed over the last three years [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 1.3128 million shares [3]

Group 1 - The core viewpoint of the news is that 彩虹股份 (Rainbow Co., Ltd.) has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and profit year-on-year [1][2][3] Group 2 - As of December 31, 彩虹股份's stock price increased by 2.34% to 6.57 CNY per share, with a total market capitalization of 23.576 billion CNY [1] - The company has seen a year-to-date stock price decline of 20.07%, but a recent recovery with a 3.63% increase over the last five trading days [1] - For the period from January to September 2025, 彩虹股份 reported a revenue of 8.639 billion CNY, a decrease of 4.04% year-on-year, and a net profit of 379 million CNY, down 69.14% year-on-year [2] - The company's main business revenue composition includes 87.23% from liquid crystal panels, 11.39% from substrate glass, and minor contributions from other segments [1] - As of September 30, 2025, the number of shareholders increased to 82,500, while the average circulating shares per person decreased by 5.52% to 43,461 shares [2] - 彩虹股份 has not distributed any dividends in the last three years, with a total payout of 474 million CNY since its A-share listing [3] - The top ten circulating shareholders include significant holdings by Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with changes in their respective shareholdings noted [3]