并购是模拟芯片行业做大做强的关键手段 华创证券在6月30日发布的模拟芯片行业研报中分析，模拟芯片作为典型的"长尾"产品市场，单一企业 难以凭借单一品类建立全面竞争力，并购是模拟芯片行业做大做强的关键手段。近年来国内厂商也加快 了并购整合的步伐，通过横向并购补齐产品链，有望推动市场从分散走向集中，推动模拟芯片产业链走 向高质量发展。 标的公司聚焦泛能源和汽车电子等高壁垒市场 据资料，荣湃半导体曾获2022年上海市"专精特新"企业和上海市"科技小巨人"，2023年荣获国家级专精 特新"小巨人"企业称号。小米产投、北汽产投等曾参与荣湃半导体的A+轮融资。 记者从荣湃半导体的公众号文章了解到，标的公司2025年第一季度出货量同比增长40%，未来2到3年的 产品规划将持续在隔离器件细分领域深耕，构建完善的隔离技术生态体系。标的公司将持续聚焦泛能源 和汽车电子等高壁垒市场，深耕关键头部客户，坚定海外市场拓展，目标成为泛能源和汽车电子领域占 据领导性地位的完整芯片解决方案提供商。 2025年9月30日，帝奥微(688381)发布公告称，公司正在筹划以发行股份及支付现金方式购买荣湃半导 体(上海)有限公司(下称"荣湃半导体" ...

中颖电子所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：无人机、MCU概念、 WIFI概念、模拟芯片、超高清等。 截至9月20日，中颖电子股东户数4.80万，较上期增加0.00%；人均流通股7089股，较上期增加0.00%。 2025年1月-6月，中颖电子实现营业收入6.52亿元，同比减少0.20%；归母净利润4106.26万元，同比减少 42.20%。 分红方面，中颖电子A股上市后累计派现11.07亿元。近三年，累计派现2.72亿元。 机构持仓方面，截止2025年6月30日，中颖电子十大流通股东中，南方中证1000ETF（512100）位居第 五大流通股东，持股315.46万股，相比上期增加60.84万股。香港中央结算有限公司位居第七大流通股 东，持股221.31万股，相比上期增加36.72万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股185.68万股，相比上期增加43.94万股。广发中证1000ETF（560010）位居第十大流通股东，持股 149.97万股，为新进股东。 责任编辑：小浪快报 10月9日，中颖电子盘中上涨2.06%，截至13:00，报27.78元/股， ...

10月9日，思瑞浦盘中上涨2.11%，截至11:14，报176.99元/股，成交5.39亿元，换手率2.34%，总市值 240.09亿元。 资金流向方面，主力资金净流出189.57万元，特大单买入6005.83万元，占比11.14%，卖出6063.43万 元，占比11.25%；大单买入1.62亿元，占比30.03%，卖出1.63亿元，占比30.28%。 分红方面，思瑞浦A股上市后累计派现9098.51万元。近三年，累计派现2476.03万元。 机构持仓方面，截止2025年6月30日，思瑞浦十大流通股东中，银河创新混合A（519674）位居第五大 流通股东，持股649.20万股，相比上期增加283.20万股。万家优选（161903）位居第六大流通股东，持 股430.00万股，相比上期减少70.00万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股东，持 股220.43万股，相比上期增加20.58万股。万家自主创新混合A（008120）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成 ...

10月9日，圣邦股份盘中上涨2.19%，截至10:03，报85.11元/股，成交9.52亿元，换手率1.91%，总市值 525.99亿元。 资金流向方面，主力资金净流入25.72万元，特大单买入7405.86万元，占比7.78%，卖出7525.58万元， 占比7.90%；大单买入2.51亿元，占比26.35%，卖出2.50亿元，占比26.20%。 圣邦股份今年以来股价涨35.62%，近5个交易日涨2.44%，近20日涨17.04%，近60日涨22.07%。 圣邦股份所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、人工智能、超 高清、LED、智能手机等。 截至6月30日，圣邦股份股东户数4.84万，较上期增加31.13%；人均流通股12245股，较上期减少 0.51%。2025年1月-6月，圣邦股份实现营业收入18.19亿元，同比增长15.37%；归母净利润2.01亿元，同 比增长12.42%。 分红方面，圣邦股份A股上市后累计派现5.57亿元。近三年，累计派现2.50亿元。 今年以来圣邦股份已经3次登上龙虎榜，最近一次登上龙虎榜为9月15日，当日龙虎榜净买入5267.72万 元；买入总 ...

Core Viewpoint - The company SiRuPu has shown significant stock performance and financial growth, with a notable increase in revenue and net profit in the first half of 2025, alongside a rise in shareholder numbers and changes in institutional holdings [2][3]. Group 1: Stock Performance - As of September 29, SiRuPu's stock price decreased by 2.02% to 165.20 CNY per share, with a trading volume of 1.88 billion CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 22.409 billion CNY [1]. - Year-to-date, SiRuPu's stock price has increased by 78.59%, with a 3.95% rise over the last five trading days, 1.97% over the last twenty days, and 22.31% over the last sixty days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on April 15 [1]. Group 2: Financial Performance - For the first half of 2025, SiRuPu reported a revenue of 949 million CNY, representing a year-on-year growth of 87.33%, and a net profit attributable to shareholders of 65.6867 million CNY, which is a 200.07% increase compared to the previous period [2]. - Since its A-share listing, SiRuPu has distributed a total of 90.9851 million CNY in dividends, with 24.7603 million CNY distributed over the last three years [3]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, SiRuPu had 11,500 shareholders, an increase of 26.45% from the previous period, with an average of 11,512 circulating shares per shareholder, down by 20.91% [2]. - Among the top ten circulating shareholders, Galaxy Innovation Mixed A (519674) is the fifth largest with 6.492 million shares, an increase of 2.832 million shares; Wan Jia You Xuan (161903) is the sixth largest with 4.300 million shares, a decrease of 0.700 million shares; and Jia Shi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF (588200) is the ninth largest with 2.2043 million shares, an increase of 0.2058 million shares [3].

9月26日，芯朋微盘中上涨2.00%，截至11:04，报70.89元/股，成交2.72亿元，换手率2.96%，总市值 93.09亿元。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、人工 智能、DeepSeek概念、集成电路等。 截至6月30日，芯朋微股东户数1.54万，较上期增加6.19%；人均流通股8508股，较上期减少5.83%。 2025年1月-6月，芯朋微实现营业收入6.36亿元，同比增长40.32%；归母净利润9049.35万元，同比增长 106.02%。 分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 机构持仓方面，截止2025年6月30日，芯朋微十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股288.84万股，相比上期增加31.17万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1731.11万元，特大单买入1093.68万元，占比4.03%，卖出663.09万元， 占比2.44%；大单买入9341.29万元，占比34.39%，卖出8040.76万元，占比29.60%。 芯朋微今年以来股价涨6 ...

分红方面，思瑞浦A股上市后累计派现9098.51万元。近三年，累计派现2476.03万元。 今年以来思瑞浦已经2次登上龙虎榜，最近一次登上龙虎榜为4月15日。 机构持仓方面，截止2025年6月30日，思瑞浦十大流通股东中，银河创新混合A（519674）位居第五大 流通股东，持股649.20万股，相比上期增加283.20万股。万家优选（161903）位居第六大流通股东，持 股430.00万股，相比上期减少70.00万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股东，持 股220.43万股，相比上期增加20.58万股。万家自主创新混合A（008120）退出十大流通股东之列。 资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成立日期2012年4月23日，上市日期2020年9月21日，公司主营业务涉及模拟集成 电路产品研发和销售。主营业务收入构成为：信号链类模拟芯片67.70%，电源类模拟芯片32.25%，其 他0.05%。 责任编辑：小浪快报 9月26日，思瑞浦盘中上涨2.16%，截至09:43，报169.44元/股，成交1.3 ...

Core Viewpoint - The stock price of SiRuPu has shown significant volatility, with a year-to-date increase of 78.98% and a recent decline in the last 20 days, indicating potential market fluctuations and investor sentiment changes [2]. Company Performance - As of June 30, 2025, SiRuPu achieved a revenue of 949 million yuan, representing a year-on-year growth of 87.33%, and a net profit attributable to shareholders of 65.69 million yuan, which is a remarkable increase of 200.07% [2]. - The company's main business revenue composition includes 67.70% from signal chain analog chips and 32.25% from power analog chips, with other sources contributing 0.05% [2]. Stock Market Activity - On September 25, SiRuPu's stock price decreased by 2.04%, trading at 165.56 yuan per share, with a total market capitalization of 22.458 billion yuan [1]. - The stock has seen a trading volume of 4.91 billion yuan, with a turnover rate of 2.21% [1]. - The net outflow of main funds was 52.04 million yuan, with large orders showing a buy of 136 million yuan and a sell of 169 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 26.45% to 11,500, while the average circulating shares per person decreased by 20.91% to 11,512 shares [2]. - The company has distributed a total of 90.99 million yuan in dividends since its A-share listing, with 24.76 million yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds such as Galaxy Innovation Mixed A and Wan Jia You Xuan, with changes in their holdings indicating shifts in institutional interest [3].

资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成立日期2012年4月23日，上市日期2020年9月21日，公司主营业务涉及模拟集成 电路产品研发和销售。主营业务收入构成为：信号链类模拟芯片67.70%，电源类模拟芯片32.25%，其 他0.05%。 思瑞浦所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、集成 电路、芯片概念、半导体等。 截至6月30日，思瑞浦股东户数1.15万，较上期增加26.45%；人均流通股11512股，较上期减少20.91%。 2025年1月-6月，思瑞浦实现营业收入9.49亿元，同比增长87.33%；归母净利润6568.67万元，同比增长 200.07%。 9月23日，思瑞浦盘中下跌2.04%，截至10:09，报155.68元/股，成交2.02亿元，换手率0.96%，总市值 211.18亿元。 资金流向方面，主力资金净流出2477.80万元，特大单买入941.22万元，占比4.66%，卖出1940.49万元， 占比9.60%；大单买入4229.09万元，占比20.93%，卖出5 ...

Core Viewpoint - The stock of Fuman Micro has experienced fluctuations in recent trading days, with a recent decline in share price and significant net outflow of funds, indicating potential investor concerns about the company's performance and market position [1][2]. Company Performance - As of June 30, Fuman Micro reported a revenue of 383 million yuan for the first half of 2025, representing a year-on-year growth of 26.42%. However, the company also recorded a net profit loss of 35.77 million yuan, which is an increase of 25.20% compared to the previous period [3]. - The company's stock price has increased by 4.31% year-to-date, but it has seen a decline of 4.46% over the last five trading days and 8.92% over the last 20 days [2]. Shareholder Information - As of June 30, the number of shareholders for Fuman Micro reached 42,300, an increase of 3.52% from the previous period. The average number of circulating shares per shareholder decreased by 3.40% to 5,133 shares [3]. - The company has cumulatively distributed 96.54 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [4]. Market Activity - Fuman Micro's stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 55.24 million yuan on April 11, accounting for 34.60% of the total trading volume on that day [2]. - The company has a total market capitalization of 8.07 billion yuan, with a recent trading volume of 70.58 million yuan and a turnover rate of 0.87% [1]. Business Overview - Fuman Micro, established on November 5, 2001, and listed on July 5, 2017, is located in Shenzhen, Guangdong Province. The company specializes in the design, research and development, packaging, testing, and sales of high-performance analog and mixed-signal integrated circuits [2]. - The main revenue sources for Fuman Micro include power management chips (38.51%), LED lighting and control chips (32.16%), MOSFET chips (14.56%), and other chips (14.55%) [2].