内容来源：厦门日报、厦门火炬高新区 近日 厦企瀚天天成 依托研发团队的自主技术攻坚 成功开发出全球首款 12英寸高质量碳化硅外延晶片 这一突破 不仅能显著提高 下游功率器件的生产效率 奠定关键基础 第三代半导体碳化硅比第一代硅半导体拥有更优的高频、高压、高温能力，能够实现系统更低的能耗、更小的体积和重量，被广泛应用于新能源汽车、光 伏发电、AI电源、轨道交通、智能电网及航空航天等领域。 相较于当前主流的150mm（6英寸）碳化硅外延晶片，以及尚处产业化推进阶段的200mm（8英寸）晶片，300mm（12英寸）晶片凭借直径的显著扩容， 在相同生产工序下，单片可承载的芯片（器件）数量实现大幅提升——较6英寸晶片提升至4.4倍，较8英寸晶片提升至2.3倍。 瀚天天成生产车间。 目前，瀚天天成已启动12英寸碳化硅外延晶片的批量供应筹备工作，产品在关键性能指标上表现优异：外延层厚度不均匀性控制在3%以内，掺杂浓度不 均匀性≤8%，2mm×2mm芯片良率大于96%，可充分满足下游功率器件领域的高可靠性应用需求。 据悉，瀚天天成是中国首家实现商业化3英寸、4英寸、6英寸碳化硅外延晶片批量供应的生产商。根据灼识咨询研报，公司 ...

Group 1 - The core viewpoint of the news is that Bichuang Technology has shown a positive stock performance with a 10.27% increase year-to-date and a market capitalization of 3.649 billion yuan as of December 25 [1] - As of December 19, the number of shareholders for Bichuang Technology increased to 19,400, reflecting a 1.59% rise, while the average circulating shares per person decreased by 1.57% to 8,891 shares [2] - The company reported a revenue of 471 million yuan for the period from January to September 2025, which represents a year-on-year decrease of 9.21%, and a net profit attributable to shareholders of -11.97 million yuan, a decline of 218.10% [2] Group 2 - Bichuang Technology has distributed a total of 126 million yuan in dividends since its A-share listing, with 40.36 million yuan distributed over the past three years [3] - As of September 30, 2025, the eighth largest circulating shareholder is the GF Quantitative Multi-Factor Mixed A fund, which holds 1.1653 million shares, indicating a new entry into the shareholder list [3] - The company's main business includes the development, production, and sales of industrial monitoring systems, detection analysis systems, and MEMS sensor chips, with revenue contributions of 61.67% from spectrometers, 22.76% from smart sensors, and 15.57% from precision optics [1]

Group 1 - The core viewpoint of the news is that Jin Xin Nuo's stock has experienced fluctuations, with a year-to-date increase of 34.67% and a recent decline in the last 60 days by 4.17% [1] - As of December 25, Jin Xin Nuo's stock price was 14.49 yuan per share, with a total market capitalization of 9.595 billion yuan [1] - The company has seen a net outflow of main funds amounting to 8.0621 million yuan, with significant buying and selling activity from large orders [1] Group 2 - Jin Xin Nuo, established on April 2, 2002, is located in Shenzhen and specializes in the research, production, and sales of signal interconnection products [2] - The company's main business revenue composition includes communication components and connectors (50.73%), communication cables and optical fibers (41.19%), PCB series (7.07%), and others [2] - As of September 30, 2025, Jin Xin Nuo achieved an operating income of 1.875 billion yuan, representing a year-on-year growth of 17.89%, and a net profit attributable to shareholders of 7.8906 million yuan, up 41.58% [2] Group 3 - Since its A-share listing, Jin Xin Nuo has distributed a total of 169 million yuan in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.9124 million shares [3]

Group 1 - The core viewpoint of the news is that Zhiguang Electric has experienced significant stock price fluctuations and changes in trading volume, indicating active market participation and investor interest [1][2]. - As of December 25, Zhiguang Electric's stock price decreased by 2.00% to 10.27 CNY per share, with a total market capitalization of 8.038 billion CNY [1]. - The company has seen a year-to-date stock price increase of 69.19%, with notable gains of 20.12% in the last five trading days and 30.83% over the past 20 days [1]. Group 2 - Zhiguang Electric operates in the power equipment sector, specifically in grid automation devices, and is involved in third-generation semiconductors and silicon carbide [2]. - For the period from January to September 2025, Zhiguang Electric reported a revenue of 2.507 billion CNY, reflecting a year-on-year growth of 32.03%, while the net profit attributable to shareholders was -51.2658 million CNY, showing a 63.67% increase [2]. - The company has distributed a total of 627 million CNY in dividends since its A-share listing, with 220 million CNY distributed in the last three years [3]. Group 3 - As of September 30, 2025, Zhiguang Electric had 54,900 shareholders, a decrease of 6.08% from the previous period, with an average of 13,821 circulating shares per shareholder, which is an increase of 6.47% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.471 million shares, which is an increase of 195,200 shares compared to the previous period [3].

12月25日，江丰电子盘中上涨2.02%，截至09:45，报98.71元/股，成交2.74亿元，换手率1.27%，总市值 261.90亿元。 江丰电子今年以来股价涨42.76%，近5个交易日涨8.00%，近20日涨17.71%，近60日跌0.11%。 今年以来江丰电子已经1次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入237.06万 元；买入总计6.64亿元 ，占总成交额比17.65%；卖出总计6.61亿元 ，占总成交额比17.59%。 资料显示，宁波江丰电子材料股份有限公司位于浙江省余姚市经济开发区名邦科技工业园区安山路，成 立日期2005年4月14日，上市日期2017年6月15日，公司主营业务涉及高纯溅射靶材的研发、生产和销售 业务。金属材料制造。主营业务收入构成为：超高纯靶材63.26%，精密零部件21.90%，其他14.84%。 江丰电子所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：中芯国际概念、电子化学 品、OLED、碳纤维、第三代半导体等。 截至12月10日，江丰电子股东户数5.90万，较上期增加0.50%；人均流通股3746股，较上期减少0.50%。 2025年1月 ...

日前，全球首款300毫米（12英寸）碳化硅外延晶片在我国成功开发并实现技术首发，这一进展有望为 我国第三代半导体产业规模化、低成本应用奠定关键基础。 碳化硅是第三代半导体核心材料，相较于传统硅材料，在耐高压、耐高温和高频性能上优势显著。此次 突破的12英寸碳化硅外延晶片由位于厦门火炬高新区的瀚天天成电子科技（厦门）股份有限公司研发， 其直径较当前主流的6英寸产品大幅提升。 来源：科技日报 科技日报记者 符晓波 技术数据显示，单片12英寸碳化硅外延晶片可承载的芯片数量是6英寸产品的4.4倍，是8英寸产品的2.3 倍。这意味着在相同生产工序下，单片可承载芯片（器件）数量进一步扩容，从而可降低下游功率器件 制造成本，加速其在新能源汽车、光伏发电、智能电网、轨道交通及航空航天等领域的规模化、低成本 应用。 据悉，该产品的成功开发得益于关键供应链的国产化协同，其核心生产设备与衬底材料均由国内企业提 供。产品在关键性能指标上表现优异，外延层厚度不均匀性小于3%，掺杂浓度不均匀性控制在8%以 内，芯片良率超过96%，能够满足高可靠性功率器件的应用需求。 近年来，全球半导体产业竞争正加速向大尺寸晶片演进。作为中国首家实现商业 ...

Core Viewpoint - Nanda Optoelectronics has shown a significant stock price increase of 47.14% year-to-date, with a recent trading volume indicating active market participation, despite a slight decline in the last five trading days [1] Group 1: Stock Performance - As of December 24, Nanda Optoelectronics' stock price rose by 2.29% to 46.93 CNY per share, with a trading volume of 1.807 billion CNY and a turnover rate of 6.02%, resulting in a total market capitalization of 32.436 billion CNY [1] - The stock has experienced a 0.61% decline over the last five trading days, but has increased by 20.30% over the past 20 days and 22.95% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Nanda Optoelectronics reported a revenue of 1.884 billion CNY, reflecting a year-on-year growth of 6.83%, and a net profit attributable to shareholders of 301 million CNY, which is a 13.24% increase compared to the previous year [2] Group 3: Shareholder Information - As of November 30, the number of shareholders for Nanda Optoelectronics reached 123,300, an increase of 4.56% from the previous period, while the average number of tradable shares per shareholder decreased by 4.36% to 5,321 shares [2] - The company has distributed a total of 507 million CNY in dividends since its A-share listing, with 293 million CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, notable institutional shareholders include E Fund's ChiNext ETF, holding 12.5014 million shares, and Southern CSI 500 ETF, holding 10.0607 million shares, both of which have seen a reduction in holdings [3] - New institutional shareholders include Guotai Junan's semiconductor materials and equipment theme ETF, holding 7.2704 million shares, and Guolian An's semiconductor ETF, holding 4.7250 million shares [3]

Group 1 - The core viewpoint of the news is that Jin Xin Nuo's stock has shown significant price movements and trading activity, with a year-to-date increase of 33.55% and a recent 6.60% rise over the past five trading days [1] - As of December 24, the stock price reached 14.37 yuan per share, with a total market capitalization of 9.515 billion yuan and a trading volume of 419 million yuan [1] - The company has experienced net outflows of 142,500 yuan from main funds, while large orders showed mixed buying and selling activity [1] Group 2 - Jin Xin Nuo, established on April 2, 2002, and listed on August 18, 2011, specializes in the research, production, and sales of signal interconnection products based on "deep coverage" and "reliable connection" [2] - The company's revenue composition includes 50.73% from communication components and connectors, 41.19% from communication cables and optical fibers, 7.07% from PCB series, and 0.57% from other products [2] - As of September 30, the number of shareholders increased to 69,400, with an average of 8,046 circulating shares per person [2] Group 3 - Jin Xin Nuo has distributed a total of 169 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 14.6637 million shares, an increase of 11.9124 million shares from the previous period [3]

12月24日，燕东微盘中上涨2.07%，截至10:58，报28.58元/股，成交2.42亿元，换手率1.11%，总市值 408.01亿元。 资料显示，北京燕东微电子股份有限公司位于北京市北京经济技术开发区经海四路51号，成立日期1987 年10月6日，上市日期2022年12月16日，公司主营业务涉及设计、生产和销售分立器件及模拟集成电 路、特种集成电路及器件;半导体开放式晶圆制造与封装测试服务。主营业务收入构成为：产品与方案 47.18%，制造与服务43.91%，其他5.79%，其他(补充)3.13%。 燕东微所属申万行业为：电子-半导体-分立器件。所属概念板块包括：第三代半导体、大基金概念、传 感器、碳化硅、半导体等。 截至9月30日，燕东微股东户数2.12万，较上期增加24.34%；人均流通股27621股，较上期减少19.58%。 2025年1月-9月，燕东微实现营业收入11.67亿元，同比增长18.03%；归母净利润-1340.04万元，同比增 长89.02%。 分红方面，燕东微A股上市后累计派现4796.42万元。 机构持仓方面，截止2025年9月30日，燕东微十大流通股东中，永赢半导体产业智选混合发 ...

Core Viewpoint - The stock of Lianang Microelectronics has shown significant growth this year, with a 51.84% increase in price, despite a recent net outflow of funds. The company operates in the semiconductor industry, focusing on silicon wafers and power devices, and has seen fluctuations in its financial performance. Group 1: Stock Performance - As of December 24, Lianang Microelectronics' stock price rose by 2.09% to 37.61 CNY per share, with a trading volume of 603 million CNY and a turnover rate of 2.42%, resulting in a total market capitalization of 25.25 billion CNY [1] - The stock has increased by 51.84% year-to-date, with a 7.98% rise in the last five trading days, 29.07% in the last 20 days, and 25.20% in the last 60 days [1] - The company has appeared on the "龙虎榜" (top trading list) three times this year, with the most recent occurrence on December 11 [1] Group 2: Financial Performance - For the period from January to September 2025, Lianang Microelectronics reported a revenue of 2.64 billion CNY, reflecting a year-on-year growth of 15.94%, while the net profit attributable to shareholders was -108 million CNY, a decrease of 98.67% compared to the previous year [2] - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianang Microelectronics reached 105,000, an increase of 39.37% from the previous period, while the average number of circulating shares per person decreased by 28.25% to 6,394 shares [2] - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 7.81 million shares, a decrease of 137,700 shares, while the Guotai CSI Semiconductor Materials and Equipment Theme ETF is a new entrant with 5.68 million shares [3]