来源：新浪证券-红岸工作室 2月24日，好上好涨1.69%，成交额1.74亿元，换手率3.39%，总市值92.86亿元。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新能源等应用领域的电子产品制造商销售电子元器件，并提供相关产品设计 方案和技术支持等服务。主要产品包括SoC芯片、无线芯片及模块、电源及功率器件、模拟/数字器件、 存储器、LED器件、处理器、传感器、光电器件、结构件及被动器件等各类电子元器件。 5、根据2024年年报，公司海外营收占比为67.36%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-94.61万，占比0.01%，行业排名10/33，连续3日被主力资金减仓；所属行业主力净流 入-2.24亿，连续2日被主力资金减仓。 异动分析 存储芯片+MCU芯片+无线耳机+芯片概念+人民币贬值受益 1、2023年6月1日互动易回复：公司代理的产品主要包括SoC芯片、无线芯片及模块、电源及功率器 件、模拟/数字器件、存储器等主动元器件，存储器业务是公司 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净体 !! = 2 N = 2 x = 2 = | | | --- | --- | --- | --- | --- | | 1 | 方正富邦核 ... C | 1.4854 | 6.62% | 8 | | | 018816 | 2026-1-27 | | | | 2 | 方正富邦核...A | 1.5055 | 6.61% | 8 | | | 018815 | 2026-1-27 | | | | 3 | 广发远见智 ... A | 1.3800 | 5.68% | 7 | | | 016873 | 2026-1-27 | | | | 4 | 广发远见智 ... C | 1.3586 | 5.68% | 7 | | | 016874 | 2026-1-27 | | | | 5 | 华夏磐晟混...F) | 2.2141 | 5.19% | 8 | | | 1 ...

Strong Stocks - As of January 16, the Shanghai Composite Index fell by 0.26% to 4101.91 points, the Shenzhen Component Index decreased by 0.18% to 14281.08 points, and the ChiNext Index dropped by 0.2% to 3361.02 points. A total of 67 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on current consecutive limit up counts and daily trading data are: Wulian Development (600058), Kangqiang Electronics (002119), and Datang Telecom (600198) [1] - Detailed data for the top 10 strong stocks includes: - Wulian Development (600058): 2 consecutive limit ups, turnover rate of 0.39%, and a closing price of 5872 - Kangqiang Electronics (002119): 2 consecutive limit ups, turnover rate of 19.25%, and a closing price of 15.4 - Datang Telecom (600198): 2 limit ups in 3 days, turnover rate of 9.39%, and a closing price of 13.9 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are: Storage Chips, National Big Fund Holdings, and Advanced Packaging, each with a rise of 4.07% [2] - The detailed performance of the top 10 concept sectors includes: - Storage Chips: 4.07% increase - National Big Fund Holdings: 4.07% increase - Advanced Packaging: 3.53% increase - Other notable sectors include: SMIC International Concept (3.44%), Lithography Machines (3.28%), and Third Generation Semiconductors (3.23%) [3]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is primarily engaged in the distribution of electronic components, with a significant focus on memory chips and MCU chips, benefiting from the depreciation of the RMB and showing strong revenue growth in recent periods [2][3][7]. Company Overview - Shenzhen Haoshanghao was established on December 23, 2014, and went public on October 31, 2022. The company is located in Nanshan District, Shenzhen, Guangdong Province [7]. - The main business involves selling electronic components to manufacturers in various sectors, including consumer electronics, IoT, lighting, and automotive, while also providing product design solutions and technical support [2][7]. - The revenue composition is heavily weighted towards distribution, accounting for 99.08% of total revenue, with minimal contributions from IoT product design and manufacturing [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%. The net profit attributable to shareholders was 49.1458 million yuan, reflecting a significant increase of 62.14% [7]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [8]. Market Activity - On January 9, the stock price of Haoshanghao decreased by 0.07%, with a trading volume of 292 million yuan and a turnover rate of 5.81%, resulting in a total market capitalization of 9.117 billion yuan [1]. - The stock has seen a net outflow of 18.862 million yuan from major investors, indicating a reduction in holdings over the past three days [4][5]. Industry Context - The company is part of the electronic components industry, specifically categorized under other electronics, and is involved in various concept sectors such as smart home, wireless headphones, and storage concepts [7]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 67.36% of total revenue, enhancing its competitive position in international markets [3].

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is primarily engaged in the distribution of electronic components, with a significant focus on memory chips and MCU chips, benefiting from the depreciation of the RMB and showing growth in revenue and profit [2][3][7]. Company Overview - Shenzhen Haoshanghao was established on December 23, 2014, and listed on October 31, 2022. The company is located in Nanshan District, Shenzhen, Guangdong Province [7]. - The main business involves selling electronic components to manufacturers in various sectors, including consumer electronics, IoT, lighting, and automotive, while also providing product design solutions and technical support [2][7]. - The revenue composition is as follows: distribution business 99.08%, IoT product design and manufacturing 0.91%, and others 0.01% [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%. The net profit attributable to shareholders was 49.1458 million yuan, with a year-on-year increase of 62.14% [7]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [8]. Market Position and Trends - The company has a total market capitalization of 8.815 billion yuan, with a trading volume of 183 million yuan and a turnover rate of 3.73% [1]. - The overseas revenue accounted for 67.36% of total revenue, benefiting from the depreciation of the RMB [3]. - The stock has seen a net outflow of 11.7878 million yuan today, with a lack of clear trends in major shareholder movements [4][5]. Technical Analysis - The average trading cost of the stock is 31.51 yuan, with the current price near a support level of 29.31 yuan, indicating potential for a rebound if this support holds [6].

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is experiencing growth in its electronic component distribution business, particularly benefiting from the depreciation of the RMB and its diverse product offerings in the semiconductor sector. Group 1: Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and went public on October 31, 2022. The company primarily sells electronic components to manufacturers in consumer electronics, IoT, lighting, and other sectors, providing product design solutions and technical support [7]. - The company's main business revenue composition includes 99.08% from distribution, 0.91% from IoT product design and manufacturing, and 0.01% from custom chips [7]. - As of November 28, the number of shareholders is 72,100, a decrease of 6.29% from the previous period, with an average of 2,283 circulating shares per person, an increase of 6.71% [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%. The net profit attributable to the parent company was 49.1458 million yuan, up 62.14% year-on-year [7]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [8]. Group 3: Market Activity - On December 25, the company's stock price increased by 1.08%, with a trading volume of 201 million yuan and a turnover rate of 4.09%, bringing the total market capitalization to 8.895 billion yuan [1]. - The company has seen a net inflow of 922,900 yuan from major investors today, with a total of 607.39 million yuan in major transactions, accounting for 6.26% of the total trading volume [4][5]. Group 4: Product and Market Position - The company’s product offerings include SoC chips, wireless chips and modules, power and power devices, analog/digital devices, and memory, with memory being a key focus area [2]. - The company’s overseas revenue accounts for 67.36%, benefiting from the depreciation of the RMB [3].

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., has shown a significant increase in stock performance and is benefiting from the depreciation of the RMB, with a focus on electronic component distribution and various chip technologies. Group 1: Company Overview - Shenzhen Haoshanghao specializes in the distribution of electronic components, primarily serving manufacturers in consumer electronics, IoT, lighting, industrial control, automotive electronics, and new energy sectors [3][8] - The company was established on December 23, 2014, and went public on October 31, 2022 [8] - As of November 28, the number of shareholders is 72,100, a decrease of 6.29% from the previous period [8] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46% [8] - The net profit attributable to shareholders for the same period was 49.1458 million yuan, reflecting a year-on-year increase of 62.14% [8] - Cumulative cash distribution since the company's A-share listing amounts to 69.3405 million yuan [9] Group 3: Market Activity - On December 24, the stock price increased by 2.07%, with a trading volume of 237 million yuan and a turnover rate of 4.86%, leading to a total market capitalization of 8.8 billion yuan [1] - The main net inflow of funds today was 16.1639 million yuan, accounting for 0.07% of the total, with no significant trend in the main capital flow [5][6] Group 4: Product and Market Focus - The company's main products include SoC chips, wireless chips and modules, power and power devices, analog/digital devices, and memory, with memory being a key business direction [2][3] - The company has a significant overseas revenue share of 67.36%, benefiting from the depreciation of the RMB [4]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is experiencing a decline in stock price and trading volume, with a market capitalization of 8.485 billion yuan and a recent drop of 2.82% in stock price [1] Group 1: Company Overview - Shenzhen Haoshanghao specializes in the distribution of electronic components, primarily targeting sectors such as consumer electronics, IoT, lighting, industrial control, automotive electronics, and new energy [3][8] - The company's main products include SoC chips, wireless chips and modules, power and power devices, analog/digital devices, memory, LED devices, processors, sensors, optoelectronic devices, structural components, and passive components [3][8] - As of November 28, the company had 72,100 shareholders, a decrease of 6.29% from the previous period, with an average of 2,283 circulating shares per person, an increase of 6.71% [8] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%, and a net profit attributable to shareholders of 49.1458 million yuan, up 62.14% year-on-year [8] - The company reported that 67.36% of its revenue comes from overseas, benefiting from the depreciation of the Chinese yuan [4] Group 3: Market Activity - The stock has seen a net outflow of 14.4428 million yuan from main funds today, with a continuous reduction in main fund positions over the past three days [5][6] - The average trading cost of the stock is 32.19 yuan, with the stock price currently near a support level of 28.28 yuan, indicating potential for a rebound if this support holds [7]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is primarily engaged in the distribution of electronic components, with a significant focus on memory chips and MCU chips, benefiting from the depreciation of the RMB [2][4]. Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and went public on October 31, 2022. The company is located in Nanshan District, Shenzhen, Guangdong Province [8]. - The main business involves selling electronic components to manufacturers in various sectors, including consumer electronics, IoT, lighting, industrial control, automotive electronics, and new energy, while also providing product design solutions and technical support [3][8]. - The revenue composition is as follows: distribution business 99.08%, IoT product design and manufacturing 0.91%, and others 0.01% [8]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%. The net profit attributable to the parent company was 49.1458 million yuan, with a year-on-year increase of 62.14% [8]. - As of November 20, the number of shareholders was 76,900, an increase of 13.85% from the previous period, with an average of 2,140 circulating shares per person, a decrease of 11.48% [8]. Market Activity - On December 10, the stock price of Haoshanghao fell by 0.67%, with a trading volume of 233 million yuan and a turnover rate of 4.60%, bringing the total market capitalization to 9.211 billion yuan [1]. - The company has seen a net outflow of 20.8586 million yuan from major funds today, ranking 25th out of 33 in its industry, with continuous reduction in major fund positions over the past three days [5][6]. Technical Analysis - The average trading cost of the stock is 32.62 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a support level of 31.00 yuan, which is critical for potential rebound or further decline [7]. Shareholder Information - As of September 30, 2025, the fifth largest shareholder is Hong Kong Central Clearing Limited, holding 1.6462 million shares as a new shareholder [9]. Industry Context - The company operates within the electronic components distribution sector, specifically focusing on memory and MCU chips, and is part of various concept sectors including small-cap, storage concept, and star flash concept [3][8].

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is experiencing fluctuations in stock performance and is primarily engaged in the distribution of electronic components, with a significant portion of its revenue coming from overseas markets, benefiting from the depreciation of the RMB. Group 1: Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and listed on October 31, 2022. The company focuses on selling electronic components to manufacturers in various sectors, including consumer electronics, IoT, and automotive [7] - The main business revenue composition includes 99.08% from distribution, 0.91% from IoT product design and manufacturing, and 0.01% from custom chips [7] - As of November 20, the number of shareholders increased by 13.85% to 76,900, with an average of 2,140 circulating shares per person, a decrease of 11.48% [7] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46%, while the net profit attributable to shareholders was 49.1458 million yuan, up 62.14% year-on-year [7] - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [8] Group 3: Market Activity - On December 9, the stock price of Haoshanghao fell by 0.83%, with a trading volume of 268 million yuan and a turnover rate of 5.18%, resulting in a total market capitalization of 9.273 billion yuan [1] - The stock has seen a net outflow of 13.1624 million yuan from major investors today, ranking 20th out of 33 in its industry, indicating a trend of reduced holdings by major funds over the past three days [4][5] Group 4: Product and Market Position - The company’s product offerings include SoC chips, wireless chips, power components, and memory devices, with a focus on active components [2] - The company’s overseas revenue accounted for 67.36% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [3]