来源：新浪证券-红岸工作室 10月10日，星徽股份跌1.43%，成交额4.47亿元，换手率15.21%，总市值37.86亿元。 异动分析 无线耳机+跨境电商+人民币贬值受益+家用电器+消费电子概念 1、2019年11月18日公司在互动平台称：公司音频产品的主要品牌是TaoTronics，TWS技术现已普遍应 用于公司蓝牙耳机产品，年销售额达数千万美金 2、2024年4月16日互动易：公司跨境电商业务板块在售的产品包含小家电品类，产品有香薰机、咖啡 机、空气炸锅、奶泡机等，主要在海外销售。 3、根据2024年年报，公司海外营收占比为67.99%，受益于人民币贬值。 今日主力净流入-3102.27万，占比0.07%，行业排名17/18，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.65亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-3102.27万7120.00万8187.29万9577.22万7703.76万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.95亿，占总成交额的9.84%。 技术面：筹码平均交易成本为6.93元 该股筹码平 ...

来源：新浪港股-好仓工作室 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 配售配售价75.58港元较前一交易日收市价82.05港元折让约7.88%，较前五个交易日平均收市价89.08港 元折让约15.15%。配售股份占现有已发行股本约2.31%，完成后占扩大股本约2.26%。 英诺赛科是氮化镓功率器件领域企业，主要业务涉及消费电子、汽车电子、数据中心等领域。所得款项 中，约4.82亿港元将用于产能扩充及产品迭代升级，约3.76亿港元用于偿还有息负债，约6.92亿港元用 作营运资金及一般公司用途。本次发行根据股东大会授予的一般授权实施，预计于配售协议条件达成或 豁免（如适用）当日后第一个营业日完成，惟完成日期不得迟于配售协议 ...

资料显示，湖北台基半导体股份有限公司位于湖北省襄阳市襄城区胜利街162号，成立日期2004年1月2 日，上市日期2010年1月20日，公司主营业务涉及大功率半导体器件及其功率组件的研发、制造、销售 及服务。主营业务收入构成为：模块44.19%，晶闸管42.65%，其他13.16%。 台基股份所属申万行业为：电子-半导体-分立器件。所属概念板块包括：航天军工、EDA概念、国资改 革、氮化镓、直流输电等。 截至6月30日，台基股份股东户数9.49万，较上期增加45.22%；人均流通股2492股，较上期减少 31.14%。2025年1月-6月，台基股份实现营业收入1.79亿元，同比增长4.18%；归母净利润3972.84万元， 同比增长3789.41%。 分红方面，台基股份A股上市后累计派现4.91亿元。近三年，累计派现3429.70万元。 资金流向方面，主力资金净流出3449.50万元，特大单买入1993.44万元，占比3.23%，卖出3235.74万 元，占比5.25%；大单买入1.21亿元，占比19.57%，卖出1.43亿元，占比23.15%。 台基股份今年以来股价涨21.58%，近5个交易日涨1.08%，近 ...

Core Viewpoint - New Energy's stock price has shown a positive trend with a year-to-date increase of 7.55%, indicating strong market performance and investor interest [2]. Company Overview - New Energy, established on January 5, 2013, and listed on September 28, 2020, is located in Wuxi, Jiangsu Province. The company specializes in the research, design, and sales of semiconductor chips and power devices, primarily MOSFETs and IGBTs [2]. - The revenue composition of New Energy is as follows: power devices account for 95.96%, chips for 2.56%, ICs for 1.12%, and other sources for 0.36% [2]. - The company operates within the semiconductor industry, specifically in the electronic sector focusing on discrete devices, and is associated with concepts such as drones, gallium nitride, low-altitude economy, specialized and innovative enterprises, and IGBT concepts [2]. Financial Performance - For the first half of 2025, New Energy reported a revenue of 930 million yuan, reflecting a year-on-year growth of 6.44%. The net profit attributable to shareholders was 235 million yuan, marking an 8.03% increase [2]. - Since its A-share listing, New Energy has distributed a total of 325 million yuan in dividends, with 201 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, New Energy had 73,800 shareholders, a decrease of 6.03% from the previous period. The average number of circulating shares per shareholder increased by 6.41% to 5,630 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.61 million shares, an increase of 4.32 million shares from the previous period. The Guolian An Zhongzheng Semiconductor Products and Equipment ETF (007300) is the eighth largest shareholder with 3.52 million shares, up by 0.34 million shares [3].

Company Overview - China Resources Microelectronics Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on January 28, 2003, with its listing date on February 27, 2020 [2] - The company specializes in the design, production, and sales of power semiconductors, smart sensors, and smart control products, as well as providing open wafer manufacturing and packaging testing services [2] - The main business revenue composition is as follows: products and solutions 54.34%, manufacturing and services 42.92%, and others 2.74% [2] Stock Performance - As of September 25, the stock price of China Resources Microelectronics increased by 2.01%, reaching 55.21 CNY per share, with a trading volume of 8.32 billion CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 732.93 billion CNY [1] - Year-to-date, the stock price has risen by 17.14%, with a 9.35% increase over the last five trading days, a 2.30% increase over the last 20 days, and a 15.91% increase over the last 60 days [2] Financial Performance - For the period from January to June 2025, the company achieved a revenue of 5.218 billion CNY, representing a year-on-year growth of 9.62%, and a net profit attributable to shareholders of 339 million CNY, reflecting a year-on-year increase of 20.85% [2] - Since its A-share listing, the company has distributed a total of 851 million CNY in dividends, with 487 million CNY distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders was 44,000, a decrease of 9.77% from the previous period, with an average of 30,173 circulating shares per person, an increase of 10.83% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 30.4979 million shares, an increase of 14.9252 million shares from the previous period [3]

9月23日，立昂微盘中上涨2.01%，截至10:23，报27.86元/股，成交4.13亿元，换手率2.25%，总市值 187.04亿元。 资金流向方面，主力资金净流出2023.62万元，特大单买入3717.02万元，占比8.99%，卖出4857.56万 元，占比11.75%；大单买入8243.82万元，占比19.94%，卖出9126.90万元，占比22.07%。 截至6月30日，立昂微股东户数7.53万，较上期增加2.70%；人均流通股8911股，较上期减少2.63%。 2025年1月-6月，立昂微实现营业收入16.66亿元，同比增长14.18%；归母净利润-1.27亿元，同比减少 90.00%。 分红方面，立昂微A股上市后累计派现6.37亿元。近三年，累计派现3.42亿元。 机构持仓方面，截止2025年6月30日，立昂微十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股843.44万股，相比上期增加27.92万股。南方中证500ETF（510500）位居第九大流通股东， 持股794.61万股，相比上期增加113.53万股。 责任编辑：小浪快报 立昂微今年以来股价涨12.47%，近5个交易日涨6. ...

Core Viewpoint - Nanda Optoelectronics experienced a stock price decline of 2.01% on September 23, with a current price of 36.96 CNY per share and a total market capitalization of 25.545 billion CNY [1] Financial Performance - For the first half of 2025, Nanda Optoelectronics reported revenue of 1.229 billion CNY, representing a year-on-year growth of 9.48%, and a net profit attributable to shareholders of 208 million CNY, up 16.30% year-on-year [2] Stock Market Activity - As of September 23, the stock saw a trading volume of 942 million CNY, with a turnover rate of 3.83%. The net outflow of main funds was 108 million CNY, while large orders accounted for 23.83% of purchases and 27.85% of sales [1] Shareholder Information - As of August 31, the number of shareholders increased to 105,500, with an average of 6,222 circulating shares per person, a decrease of 5.63% [2] - The top ten circulating shareholders include several ETFs, with notable increases in holdings from E Fund's ChiNext ETF and Southern's CSI 500 ETF [3]

Core Viewpoint - New Clean Energy's stock price has shown mixed performance in recent trading sessions, with a slight year-to-date increase but recent declines, indicating potential volatility in the market [2]. Company Overview - New Clean Energy, established on January 5, 2013, and listed on September 28, 2020, is located in Wuxi, Jiangsu Province. The company specializes in the research, design, and sales of semiconductor chips and power devices, with a revenue composition of 95.96% from power devices, 2.56% from chips, 1.12% from ICs, and 0.36% from other sources [2]. - The company operates within the electronic-semiconductor-discrete devices sector and is associated with concepts such as drones, low-altitude economy, gallium nitride, specialized and innovative enterprises, and mid-cap stocks [2]. Financial Performance - For the first half of 2025, New Clean Energy reported a revenue of 930 million yuan, reflecting a year-on-year growth of 6.44%, and a net profit attributable to shareholders of 235 million yuan, which is an increase of 8.03% [2]. - Since its A-share listing, the company has distributed a total of 325 million yuan in dividends, with 201 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for New Clean Energy was 73,800, a decrease of 6.03% from the previous period, with an average of 5,630 circulating shares per person, which is an increase of 6.41% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 11.61 million shares, an increase of 4.32 million shares from the previous period. Other notable shareholders include Guolian An Zhongzheng Semiconductor Products and Equipment ETF and Southern Zhongzheng 1000 ETF, with respective holdings of 3.52 million and 3.06 million shares [3].

Core Viewpoint - The stock of Saiwei Electronics has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 55.65%, indicating volatility and growth potential in the semiconductor sector [1][2]. Financial Performance - For the first half of 2025, Saiwei Electronics reported revenue of 570 million yuan, reflecting a year-on-year growth of 3.40%. However, the net profit attributable to shareholders was a loss of 650,300 yuan, despite a significant year-on-year improvement of 98.48% [2]. - Cumulative cash dividends since the company's A-share listing amount to 155 million yuan, with 25.63 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 2.35% to 65,900, while the average number of tradable shares per shareholder increased by 2.41% to 9,071 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 10.27 million shares, an increase of 6.31 million shares from the previous period [3]. Market Activity - On September 23, the stock price was 26.74 yuan per share, with a trading volume of 371 million yuan and a turnover rate of 2.30%. The total market capitalization stood at 19.579 billion yuan [1]. - The stock has shown strong performance over various time frames, with a 14.91% increase over the last five trading days and a 55.19% increase over the last 60 days [1]. Business Overview - Saiwei Electronics specializes in MEMS process development, wafer manufacturing, GaN epitaxial material growth, and chip design. The revenue breakdown shows that MEMS wafer manufacturing accounts for 54.30%, followed by MEMS process development at 39.14% [1]. - The company operates within the semiconductor industry, specifically in integrated circuit manufacturing, and is associated with several key concepts such as 5.5G, Huawei HiSilicon, and GaN technology [1].

必易微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：氮化镓、模拟芯片、智能家 居、芯片概念、集成电路等。 截至6月30日，必易微股东户数6014.00，较上期增加28.86%；人均流通股6267股，较上期减少20.74%。 2025年1月-6月，必易微实现营业收入2.83亿元，同比减少6.99%；归母净利润-881.46万元，同比增长 16.92%。 机构持仓方面，截止2025年6月30日，必易微十大流通股东中，诺安多策略混合A（320016）位居第六 大流通股东，持股31.21万股，为新进股东。招商量化精选股票发起式A（001917）、信澳新能源产业股 票A（001410）退出十大流通股东之列。 责任编辑：小浪快报 9月23日，必易微盘中下跌2.08%，截至09:44，报44.31元/股，成交1753.38万元，换手率1.04%，总市值 30.95亿元。 资金流向方面，主力资金净流出124.02万元，大单买入208.95万元，占比11.92%，卖出332.98万元，占 比18.99%。 必易微今年以来股价涨38.90%，近5个交易日跌4.48%，近20日跌2.01%，近60日涨27.77%。 ...