1月15日，国芯科技盘中下跌2.01%，截至11:25，报31.28元/股，成交2.00亿元，换手率1.88%，总市值 105.10亿元。 资金流向方面，主力资金净流出9.87万元，特大单买入130.94万元，占比0.65%，卖出762.76万元，占比 3.82%；大单买入5865.68万元，占比29.34%，卖出5243.73万元，占比26.23%。 国芯科技所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：AI芯片、汽车芯片、 Chiplet概念、RISC概念、NPU等。 截至9月30日，国芯科技股东户数2.57万，较上期减少3.43%；人均流通股13085股，较上期增加 31.62%。2025年1月-9月，国芯科技实现营业收入2.59亿元，同比减少44.92%；归母净利润-1.27亿元， 同比减少0.03%。 分红方面，国芯科技A股上市后累计派现1.20亿元。近三年，累计派现5999.96万元。 责任编辑：小浪快报 国芯科技今年以来股价涨3.06%，近5个交易日跌4.69%，近20日涨6.39%，近60日涨7.27%。 资料显示，苏州国芯科技股份有限公司位于江苏省苏州市高新区汾湖路99号狮山 ...

Group 1 - The core stock price of Cambrian has decreased by 2.18% to 1477.01 CNY per share, with a total market capitalization of 622.83 billion CNY as of January 13 [1] - Cambrian's stock has increased by 8.96% year-to-date, with a 6.79% rise over the last five trading days, 9.90% over the last twenty days, and 18.38% over the last sixty days [2] - The company primarily focuses on the research, design, and sales of AI core chips for various cloud servers, edge computing devices, and terminal devices, with 99.62% of its revenue coming from cloud products [2] Group 2 - As of September 30, 2025, Cambrian's revenue reached 4.607 billion CNY, representing a year-on-year growth of 2386.38%, while the net profit attributable to shareholders was 1.605 billion CNY, up 321.49% [2] - The number of shareholders increased by 52.13% to 62,000, while the average circulating shares per person decreased by 34.13% to 6,748 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 12.0035 million shares, and several ETFs that have reduced their holdings [3]

Core Viewpoint - The stock price of Tongxingda has increased by 2.63% this year, with a market capitalization of 4.73 billion yuan as of January 5, 2025 [1][2]. Group 1: Stock Performance - As of January 5, 2025, Tongxingda's stock price is 14.44 yuan per share, with a trading volume of 56.07 million yuan and a turnover rate of 1.58% [1]. - Year-to-date, the stock has risen by 2.63%, with a slight increase of 0.35% over the last five trading days, but a decline of 1.50% over the last 20 days and 1.23% over the last 60 days [2]. Group 2: Company Overview - Tongxingda Technology Co., Ltd. was established on April 30, 2004, and went public on January 25, 2017. The company is located in Longhua District, Shenzhen, Guangdong Province [2]. - The main business activities include research, design, production, and sales of LCD and OLED display modules, optical camera modules, and advanced semiconductor packaging [2]. - The revenue composition is as follows: LCD display modules account for 59.55%, camera-related products for 35.95%, and others for 4.49% [2]. Group 3: Financial Performance - For the period from January to September 2025, Tongxingda achieved operating revenue of 7.605 billion yuan, representing a year-on-year growth of 9.24%. However, the net profit attributable to shareholders was a loss of 15.38 million yuan, a decrease of 121.23% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 152 million yuan in dividends, with 38.86 million yuan distributed in the last three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders is 34,700, a decrease of 10.66% from the previous period, with an average of 7,205 circulating shares per person, an increase of 11.93% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 2.9488 million shares as a new shareholder [3].

Group 1 - The core viewpoint of the news is that Cambricon Technologies has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year [1][2]. - As of January 5, Cambricon's stock price increased by 2.06%, reaching 1383.50 yuan per share, with a total market capitalization of 583.40 billion yuan [1]. - The company has a strong presence in the semiconductor industry, focusing on AI core chip development, with 99.62% of its revenue coming from cloud products [1]. Group 2 - As of September 30, the number of shareholders for Cambricon increased by 52.13% to 62,000, while the average number of circulating shares per person decreased by 34.13% to 6,748 shares [2]. - For the period from January to September 2025, Cambricon achieved a revenue of 4.607 billion yuan, representing a year-on-year growth of 2386.38%, and a net profit of 1.605 billion yuan, up 321.49% year-on-year [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 12.0035 million shares, a decrease of 3.7005 million shares from the previous period [2].

Market Performance - The three major stock indices closed mixed, with the Shanghai Composite Index rising by 0.09%, while the Shenzhen Component Index and the ChiNext Index fell by 0.58% and 1.23% respectively [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets exceeded 2 trillion yuan [1] Index Summary - The Shanghai Composite Index closed at 3968.84, with a slight increase of 0.09% [2] - The Shenzhen Component Index closed at 13525.02, down by 0.58% [2] - The ChiNext Index closed at 3203.17, decreasing by 1.23% [2] - The total market capitalization of A-shares reached nearly 109 trillion yuan, with an increase of approximately 2.3 trillion yuan during the year [2] Annual Performance - The market was active throughout the year, with daily trading volumes exceeding 1 trillion yuan becoming the norm [3] - The ChiNext Index led the annual performance with a nearly 50% increase [2] - The total trading volume in the Shanghai and Shenzhen markets surpassed 400 trillion yuan, marking a year-on-year growth of over 60% [3] Sector Highlights - Several technology leaders, including Shenghong Technology, Xinyi Sheng, and Zhongji Xuchuang, saw their stock prices increase by over three times during the year [3] - Sectors such as CPO (optical modules), storage chips, commercial aerospace, and non-ferrous metals were among the top performers [3]

（文章来源：每日经济新闻） 每经AI快讯，12月31日，创业板指失守3200点整数关口，跌1.33%，Chiplet概念、CPO概念、F5G概念 等板块跌幅居前。 ...

12月29日，A股缩量微跌，逾3000只个股收绿，但成交额仍在2.1万亿元上方。有色金属、电力设备等板块拖累科创50、创业板指小幅下挫；石油石化、银 行等板块护盘，沪指微红。 受访人士表示，年末资金避险情绪显著升温，机构正加速向低估值、高股息的防御板块调仓。2025年仅剩两个交易日，市场大概率维持震荡收官，同时为 跨年结构性行情蓄势。操作上延续"哑铃型"均衡配置，一手抓成长弹性，一手抓防御高股息。 沪市跑赢深市 指数涨跌互现，沪指收涨0.04%报3965.28点，创业板指收跌0.66%报3222.61点，深证成指微跌0.49%。科创50微涨，沪深300、上证50、北证50微跌。 量能较上一个交易日减少234.5亿元，今日成交额2.16万亿元。杠杆资金方面，截至12月26日，沪深京两融余额为2.54万亿元。 盘面上，石油天然气、页岩气、航空机场、Chiplet概念、数字货币涨势不错，但锂矿概念、黄金概念、氟化工、磷化工领跌，基础金属、贵金属、稀有金 属、电力、化肥农药跌幅也靠前。 | | 灰财概念指数 | | | 东财行业指数 | | | | A股市场核心指数 | | | | | --- | --- | --- ...

Core Viewpoint - The stock of Cambricon Technologies Co., Ltd. has experienced fluctuations, with a notable increase of 98.95% year-to-date, but a recent decline in trading performance over the past few days [1][2]. Group 1: Stock Performance - As of December 24, Cambricon's stock price was 1309.10 CNY per share, with a market capitalization of 5520.28 billion CNY [1]. - The stock has seen a trading volume of 27.50 billion CNY, with a turnover rate of 0.50% [1]. - Year-to-date, the stock has risen by 98.95%, but it has decreased by 0.49% over the last five trading days, 0.42% over the last twenty days, and 3.06% over the last sixty days [1]. Group 2: Financial Performance - For the period from January to September 2025, Cambricon reported a revenue of 46.07 billion CNY, reflecting a year-on-year growth of 2386.38% [2]. - The net profit attributable to shareholders for the same period was 16.05 billion CNY, showing a significant increase of 321.49% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Cambricon was 62,000, which is an increase of 52.13% compared to the previous period [2]. - The average number of circulating shares per shareholder was 6748 shares, a decrease of 34.13% from the previous period [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some experiencing a reduction in holdings [3].

Chiplet概念板块领跌，下跌1.24%，其中赛微电子下跌3.14%，华海诚科下跌2.27%，润欣科技下跌 2.04%，寒武纪跌超2%。（AI生成） ...

Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is strategically expanding its business in the semiconductor industry, particularly in advanced packaging and testing services for integrated circuits, to capitalize on the growing demand for storage chips in the AI infrastructure era [2][3]. Group 1: Company Developments - On October 14, 2025, the company announced a significant investment by acquiring a 27.5445% stake in Hefei Xinfeng Technology Co., Ltd., and forming a strategic partnership with East China Technology (Suzhou) Co., Ltd. to expand into 3D DRAM and other storage chip packaging services [2]. - The company is focusing on advanced packaging technologies, including Chiplet, Fan-out, 3D, and SiP, leveraging its expertise in bump manufacturing as a foundational technology [2]. - As of September 30, 2025, the company reported a revenue of 1.295 billion yuan, representing a year-on-year growth of 21.05%, and a net profit of 124 million yuan, with a growth of 23.21% [9]. Group 2: Financial Performance - The company's overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [9]. - As of September 30, 2025, the number of shareholders increased to 23,500, with an average of 36,445 shares held per shareholder, indicating growing investor interest [9]. Group 3: Market Position - Hefei Xinhui Microelectronics specializes in high-end packaging and testing services for integrated circuits, with its main products being integrated circuit packaging and testing [3]. - The company operates within the semiconductor industry, specifically in the integrated circuit packaging and testing sector, and is involved in various concept sectors including packaging, automotive electronics, and chip technology [8].