Group 1 - Jiangsu Changdian Technology Co., Ltd. has seen its stock price drop by 3.49% to 47.31 CNY per share, with a total market capitalization of 846.57 billion CNY and a trading volume of 60.12 billion CNY, marking a cumulative decline of 10.07% over the past three days [1] - The company's main business involves integrated circuit system integration, design simulation, technical development, product certification, wafer testing, and packaging testing, with 99.59% of its revenue coming from chip testing services [1] Group 2 - Zhongke Wotu Fund holds a total of 9,082 shares of Changdian Technology across three funds, resulting in a floating loss of approximately 15,500 CNY today and a total floating loss of 48,100 CNY over the past three days [2] - The fund's largest holding, Zhongke Wotu Wo Jia Mixed A, increased its holdings by 1,800 shares to a total of 5,200 shares, representing 2.35% of the fund's net value, with a floating loss of about 8,892 CNY today [3] - Zhongke Wotu Transformation Upgrade Mixed A reduced its holdings by 1,400 shares to 3,200 shares, accounting for 2.4% of the fund's net value, with a floating loss of approximately 5,472 CNY today [4]

说真的，在芯片生产的环节中，中国大陆在芯片封测这一节点上，表现还是相当不错的。 按照2024年的数据显示，全球前10大芯片封测企业中，中国大陆占了4家，分别是长电科技、通富微 电、天水华天，智路封测。 这4大企业在全球的排名是第3、4、5、7名，合计份额在25%左右，也就是全球的四分之一，超过了美 国的市场份额，仅次于中国台湾了，真正的第二梯队。 前几天，长电科技发布了2024年的财报，业绩很是不错，2024年总营收高达359亿元，同比增长 21.2%，而净利润高达16.1亿元，同比增长9.5%。 而近日，通富微电也发布了2024年财报，那真的是炸裂了，实现营业收入238.82亿元，同比增长 7.24%，而扣非净利润6.21亿元，同比增长944%。 通富微电成立于1994年，排名全球第四，中国第二。 通富微信拥有众多的先进封测技术，包括Bumping、WLCSP、FC、BGA、SiP等。 也因为技术先进，所以一直是AMD的最大委外封测厂商，AMD的委外封测订单中，通富微电占到了 80%左右，可以说是AMD最重要的合作伙伴。 而通富微信的营收中，AMD也占到了50%左右，可以说双方是深入绑定的合作关系。 而20 ...