我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2026年1月29日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 4151.24 | | 0.27% | 上证当月连续 | 3065.6 | -0.03% | | 深证成指 14342.89 | | 0.09% | 沪深当月连续 | 4727.8 | 0.08% | | 创业板指 | 3323.56 | -0.57% | 恒生期货指数 | 35848.43 | 2.66% | 宏观消息汇总 1.国家药监局: 《采用脑机接口技术的医疗器械范式设计与应 用规范运动功能重建》等2项医疗器械行业标准立项。 2国家能源局:截至2025年底,全国累计太阳能发电装机容量 12亿千瓦，同比增长35.4%。 3.国务院国资委：大力推进战略性、专业化重组和高质量并购。 2.盈新发展(000620)：拟5.2亿元收购长兴半导体60%股权，切入 存储芯片领域。 3.中牧股份(600195)：预计2025年度实现归属于上市公司股东的 净利润1.49亿元到1.92亿元 ...

Core Insights - 泰凌微's stock increased by 1.63% on November 26, with a trading volume of 351 million yuan [1] - The company reported a financing buy-in of 38.64 million yuan and a net financing outflow of 13.09 million yuan on the same day [1] - As of November 26, the total financing and securities lending balance for 泰凌微 was 504 million yuan, representing 6.87% of its market capitalization [1] Financing and Securities Lending - On November 26, 泰凌微's financing buy-in was 38.64 million yuan, while the financing balance stood at 504 million yuan, exceeding the 70th percentile of the past year [1] - There were no securities lent or sold on that day, with a securities lending balance of 0 yuan, indicating a high level of inactivity in this area [1] Company Overview - 泰凌微电子 (Shanghai) Co., Ltd. was established on June 30, 2010, and went public on August 25, 2023 [1] - The company specializes in the research, design, and sales of wireless IoT system-level chips, with 87.62% of its revenue coming from IoT products [1] Financial Performance - For the period from January to September 2025, 泰凌微 achieved a revenue of 766 million yuan, marking a year-on-year growth of 30.49% [2] - The net profit attributable to shareholders for the same period was 140 million yuan, reflecting a significant year-on-year increase of 117.35% [2] Shareholder Information - As of September 30, 2025, 泰凌微 had 21,600 shareholders, an increase of 19.07% from the previous period [2] - The average number of circulating shares per shareholder decreased by 14.80% to 7,815 shares [2] - The company has distributed a total of 65.87 million yuan in dividends since its A-share listing [3]

Core Insights - The stock price of Tailin Micro has declined for six consecutive days, with a total drop of 9.57% during this period, currently trading at 45.34 CNY per share [1] - Tailin Micro focuses on the research, design, and sales of wireless IoT system-level chips, with 87.62% of its revenue coming from IoT products [1] Company Overview - Tailin Microelectronics (Shanghai) Co., Ltd. was established on June 30, 2010, and went public on August 25, 2023 [1] - The company is located in the Shanghai Free Trade Zone and specializes in cutting-edge technology development in the wireless IoT chip sector [1] Fund Holdings - Wan Jia Fund has a significant holding in Tailin Micro, with its Wan Jia Technology Quantitative Stock Mixed Fund A (020975) holding 12,800 shares, accounting for 1.96% of the fund's net value [2] - The fund has experienced a floating loss of approximately 61,400 CNY during the six-day decline [2] Fund Performance - The Wan Jia Technology Quantitative Stock Mixed Fund A has a total asset size of 23.99 million CNY and has achieved a year-to-date return of 40.61% [2] - The fund's manager, Yin Hang, has been in position for over five years, with the best return during this period being 67.72% [3]

Group 1 - The core point of the news is that TaiLing Microelectronics has experienced a slight decline in stock price, with a current trading price of 55.75 yuan per share and a total market capitalization of 13.421 billion yuan [1] - TaiLing Microelectronics specializes in the research, design, and sales of wireless IoT system-level chips, with its main business revenue composition being 87.62% from IoT products, 12.15% from audio products, and 0.23% from other sources [1] - The company was established on June 30, 2010, and went public on August 25, 2023, indicating its recent entry into the stock market [1] Group 2 - North Xin Rui Feng Fund holds a significant position in TaiLing Microelectronics, with its Advantage Industry Stock Fund (013242) maintaining 21,600 shares, representing 2.1% of the fund's net value, ranking as the eighth largest holding [2] - The fund has seen a year-to-date return of 76.25%, ranking 118 out of 4,220 in its category, and a one-year return of 89.1%, ranking 63 out of 3,857 [2] - The fund manager, Cheng Min, has been in position for over 7 years, achieving a best fund return of 114.51% during his tenure [3]