1月5日，振芯科技跌5.03%，截至发稿，报27.00元/股，成交4.53亿元，换手率2.93%，总市值153.33亿 元。 资料显示，成都振芯科技股份有限公司位于四川省成都市高新区高朋大道1号，成立日期2003年6月12 日，上市日期2010年8月6日，公司主营业务涉及公司围绕北斗卫星导航应用的"元器件-终端-系统"产业 链提供产品和服务,主要从事北斗卫星导航应用关键元器件、特种行业高性能集成电路、北斗卫星导航 终端的设计、开发、生产和销售,以及北斗卫星导航定位应用系统的开发和建设。主营业务收入构成 为：集成电路业务50.23%，北斗导航综合应用35.43%，智慧城市建设运营服务11.34%，机器感知与智 能化产品2.44%，其他0.57%。 从振芯科技十大流通股东角度 数据显示，长信基金旗下1只基金位居振芯科技十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数913.52万股，占流通股的比例为1.61%。根据测算，今日浮亏损失约 1306.33万元。 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.05亿。今年以来收益48.32%， 同类排 ...

长信国防军工量化混合A（002983）基金经理为宋海岸。 截至发稿，宋海岸累计任职时间7年312天，现任基金资产总规模64.95亿元，任职期间最佳基金回报 151.43%， 任职期间最差基金回报-26.88%。 从基金十大重仓股角度 数据显示，长信基金旗下1只基金重仓振芯科技。长信国防军工量化混合A（002983）三季度持有股数 913.52万股，占基金净值比例为5.09%，位居第八大重仓股。根据测算，今日浮盈赚取约1023.14万元。 12月18日，振芯科技涨5.08%，截至发稿，报23.17元/股，成交3.16亿元，换手率2.45%，总市值131.58 亿元。 资料显示，成都振芯科技股份有限公司位于四川省成都市高新区高朋大道1号，成立日期2003年6月12 日，上市日期2010年8月6日，公司主营业务涉及公司围绕北斗卫星导航应用的"元器件-终端-系统"产业 链提供产品和服务,主要从事北斗卫星导航应用关键元器件、特种行业高性能集成电路、北斗卫星导航 终端的设计、开发、生产和销售,以及北斗卫星导航定位应用系统的开发和建设。主营业务收入构成 为：集成电路业务50.23%，北斗导航综合应用35.43%，智慧城市建 ...

Core Insights - The fourth Beidou Scale Application International Summit opened in Zhuzhou, Hunan, and the "Beidou Industry Development Blue Book (2025)" was officially released [1] Group 1: Industry Development - Beidou satellite navigation and positioning technology is increasingly integrated into the daily lives of the general public, with a rich variety of products in areas such as smartphones, wearable devices, and shared mobility [1] - The Blue Book indicates that over 70% of various terminals are now equipped with Beidou technology [1] Group 2: Market Statistics - In 2024, the total domestic smartphone shipment is projected to reach 294 million units, representing a year-on-year growth of 6.5% [1] - Approximately 288 million smartphones are expected to support Beidou positioning functionality, resulting in an installation rate close to 98% [1]

Core Insights - On September 24, Zhenxin Technology's stock rose by 4.45%, with a trading volume of 416 million yuan [1] - The company reported a net financing outflow of 10.31 million yuan on the same day, with a total financing and securities balance of 653 million yuan [1] Financing Overview - On September 24, Zhenxin Technology had a financing purchase amount of 33.52 million yuan, with a current financing balance of 651 million yuan, accounting for 4.57% of the circulating market value [1] - The financing balance is above the 50th percentile level over the past year, indicating a relatively high position [1] Securities Lending Overview - On September 24, Zhenxin Technology repaid 3,000 shares in securities lending and sold 7,300 shares, amounting to 183,200 yuan at the closing price [1] - The securities lending balance was 1.5 million yuan, which is below the 40th percentile level over the past year, indicating a relatively low position [1] Company Profile - Chengdu Zhenxin Technology Co., Ltd. was established on June 12, 2003, and listed on August 6, 2010 [2] - The company focuses on the "components-terminals-systems" industry chain related to Beidou satellite navigation, providing products and services in key components, high-performance integrated circuits, and navigation terminals [2] - Revenue composition includes integrated circuit business (50.23%), Beidou navigation applications (35.43%), smart city services (11.34%), machine perception and intelligent products (2.44%), and others (0.57%) [2] Financial Performance - For the first half of 2025, Zhenxin Technology achieved a revenue of 483 million yuan, a year-on-year increase of 36.44%, and a net profit attributable to shareholders of 65.55 million yuan, up 36.71% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders was 47,300, a decrease of 12.35% from the previous period [3] - The top circulating shareholders include Quan Guo Xu Yuan Mixed A, which increased its holdings by 1.94 million shares, and Huaxia Industry Prosperity Mixed, a new shareholder with 8.05 million shares [3]

Group 1 - The 2025 Youth Science Camp in Beijing will take place from now until July 27, aiming to immerse students in scientific innovation through visits to key laboratories and research centers [1] - The camp will host over 500 students from both sides of the Taiwan Strait and Hong Kong and Macau, with four universities serving as sub-camps [1] - Activities will include expert lectures on aerospace technology, artificial intelligence, and hands-on experiences with renowned scientists [1][2] Group 2 - Sub-camps will provide students with opportunities to visit national key laboratories and research centers, focusing on themes such as 5G, artificial intelligence, and robotics [2] - Tsinghua University will organize visits to various laboratories, allowing students to visualize theoretical knowledge through practical activities [2] - The program will feature engaging experiments designed to enhance students' practical skills and foster their interest in science [2]