截至9月30日，海光信息股东户数12.75万，较上期增加59.34%；人均流通股18230股，较上期增加 64.54%。2025年1月-9月，海光信息实现营业收入94.90亿元，同比增长54.65%；归母净利润19.61亿元， 同比增长28.56%。 资金流向方面，主力资金净流出1.90亿元，特大单买入6.82亿元，占比16.97%，卖出7.19亿元，占比 17.89%；大单买入13.32亿元，占比33.16%，卖出14.86亿元，占比36.98%。 海光信息今年以来股价涨24.14%，近5个交易日涨9.59%，近20日涨28.03%，近60日涨21.48%。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务收入构成为：高端处理器99.73%，其他 (补充)0.27%。 海光信息所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：AMD概念、中科院系、 AIPC概念、AI算力芯片等。 1月27日 ...

截至9月30日，思特威股东户数1.83万，较上期增加38.46%；人均流通股17619股，较上期减少27.78%。 2025年1月-9月，思特威实现营业收入63.17亿元，同比增长50.14%；归母净利润6.99亿元，同比增长 155.99%。 分红方面，思特威A股上市后累计派现1.76亿元。 1月22日，思特威盘中下跌2.03%，截至10:15，报101.01元/股，成交6.51亿元，换手率1.95%，总市值 406.37亿元。 资金流向方面，主力资金净流出2382.57万元，特大单买入7098.88万元，占比10.90%，卖出7284.63万 元，占比11.19%；大单买入2.23亿元，占比34.33%，卖出2.45亿元，占比37.70%。 思特威今年以来股价涨6.23%，近5个交易日涨6.67%，近20日涨11.10%，近60日跌9.91%。 资料显示，思特威(上海)电子科技股份有限公司位于上海市闵行区田林路889号科技绿洲四期8号楼，成 立日期2017年4月13日，上市日期2022年5月20日，公司主营业务涉及高性能CMOS图像传感器芯片的研 发、设计和销售。主营业务收入构成为：芯片销售100.00% ...

Group 1 - The core viewpoint of the news is that 富瀚微 (Fuhang Micro) has shown a positive stock performance with a 7.03% increase since the beginning of the year and a 2.07% rise on January 21, reaching a stock price of 49.30 yuan per share [1][2] - As of January 9, 2025, 富瀚微 reported a total revenue of 1.141 billion yuan, a year-on-year decrease of 12.42%, and a net profit attributable to shareholders of 82.03 million yuan, down 55.82% year-on-year [2] - The company specializes in the research and sales of digital signal processing chips, with its main business revenue composition being 61.66% from professional video processing products, 20.02% from smart IoT products, and 18.21% from smart automotive products [2] Group 2 - 富瀚微 has a total market capitalization of 11.464 billion yuan and a trading volume of 242 million yuan on January 21, with a turnover rate of 2.26% [1] - The company has distributed a total of 178 million yuan in dividends since its A-share listing, with 96.47 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of 富瀚微 include Hong Kong Central Clearing Limited, which holds 2.2046 million shares, a decrease of 87,000 shares from the previous period [3]

今日（1月21日）电子板块领涨两市，截至发稿，电子板块获主力资金净流入超320亿元，板块吸金额高 居31个申万一级行业首位！电子ETF（515260）成份股海光信息、中科曙光、通富微电、中芯国际分别 吸金32.83亿元、21.90亿元、21.42亿元、20.29亿元，包揽A股吸金榜TOP4。 | 代码 | 名称 | 主力净流入额 ▼ | 涨跌幅 | | --- | --- | --- | --- | | 801080 | 电子(申万) | 329.91亿 | 2.71% | | 801050 | 有色金属(申万) | 124.26 Z | 1.93% | | 801750 | 计算机(申万) | 97.25亿 | 1.28% | | 801730 | 电力设备(电万) | 91.4377 | 0.79% | | 代码 | 名称 | 主力净流入额 ▼ | | | 688041 | 海洲信息 | 32.84亿 | | | 002156 | 通富微电 | 21.40亿 | | 热门ETF方面，果链含量46%的电子ETF（515260）场内价格盘中涨超3.4%，现涨2.99%，日k线或已走 出上行台阶。 | 综合屏 ...

Core Viewpoint - Hengxuan Technology's stock has shown mixed performance, with a slight increase year-to-date but a significant decline over the past two months, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Hengxuan Technology achieved a revenue of 2.933 billion yuan, representing a year-on-year growth of 18.61% [2]. - The company's net profit attributable to shareholders reached 502 million yuan, marking a substantial year-on-year increase of 73.50% [2]. Stock Market Activity - As of January 20, Hengxuan Technology's stock price was 231.12 yuan per share, with a market capitalization of 38.988 billion yuan [1]. - The stock experienced a 2.05% decline during the trading session, with a trading volume of 839 million yuan and a turnover rate of 2.12% [1]. - Year-to-date, the stock price has increased by 1.84%, with a 0.14% rise over the last five trading days, a 9.28% increase over the last 20 days, but a 17.62% decline over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 20,600, up by 65.90% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 15.46% to 8,165 shares [2]. Dividend Distribution - Hengxuan Technology has distributed a total of 315 million yuan in dividends since its A-share listing, with 254 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 4.6851 million shares, a decrease of 164,000 shares from the previous period [3]. - E Fund's SSE STAR 50 ETF ranked sixth among the top circulating shareholders, increasing its holdings by 771,000 shares to 4.2489 million shares [3].

Group 1 - The core point of the news is that Longxin Technology Co., Ltd. experienced a decline in stock price and significant changes in shareholder structure, while also reporting mixed financial results for the year [1][2]. Group 2 - As of January 19, Longxin's stock price decreased by 2.01% to 142.13 CNY per share, with a total market capitalization of 56.994 billion CNY [1]. - The company saw a net outflow of 27.6364 million CNY in principal funds, with large orders showing a buy of 118 million CNY and a sell of 138 million CNY [1]. - Year-to-date, Longxin's stock price has increased by 7.58%, but it has dropped by 12.54% over the last five trading days [1]. - Longxin's main business revenue composition includes 47.09% from information technology chips, 35.82% from industrial control chips, and 17.09% from solutions [1]. - As of September 30, the number of Longxin's shareholders increased by 25.97% to 28,200, while the average circulating shares per person decreased by 20.62% [2]. - For the period from January to September 2025, Longxin reported operating revenue of 351 million CNY, a year-on-year increase of 13.94%, but a net profit loss of 394 million CNY, a decrease of 14.89% year-on-year [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as a new shareholder, holding 6.2578 million shares [2].

Core Viewpoint - The stock of Moore Threads has shown a mixed performance with a year-to-date increase of 10.36%, but a decline of 2.32% in the last five trading days and 9.23% over the last twenty days [1] Group 1: Stock Performance - On January 16, Moore Threads' stock price rose by 2.06%, reaching 648.81 CNY per share, with a trading volume of 1.164 billion CNY and a turnover rate of 6.18% [1] - The total market capitalization of Moore Threads is approximately 304.96 billion CNY [1] - The net outflow of main funds was 42.29 million CNY, with large orders accounting for 31.17% of purchases and 31.76% of sales [1] Group 2: Company Overview - Moore Threads was established on June 11, 2020, and is located in the Wangjing International R&D Park, Chaoyang District, Beijing [1] - The company primarily engages in the research, design, and sales of GPUs and related products, with revenue composition as follows: clusters 70.75%, graphics cards 17.74%, all-in-one machines 9.05%, others 2.41%, and chips 0.05% [1] - The company is classified under the Shenwan industry as electronic-semiconductors-digital chip design and is associated with concepts such as near-term new shares, new shares, GPU, SOC chips, and all-in-one machines [1] Group 3: Financial Performance - As of December 5, the number of shareholders for Moore Threads reached 39,200, an increase of 455.12% compared to the previous period [2] - For the period from January to September 2025, Moore Threads reported a revenue of 785 million CNY, representing a year-on-year growth of 181.99% [2] - The net profit attributable to the parent company was -724 million CNY, showing a year-on-year increase of 18.71% [2]

截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同比增长 17.51%。 1月16日，晶晨股份盘中上涨2.00%，截至13:48，报94.76元/股，成交7.60亿元，换手率1.94%，总市值 399.10亿元。 资金流向方面，主力资金净流出2474.55万元，特大单买入3577.50万元，占比4.71%，卖出3876.27万 元，占比5.10%；大单买入1.55亿元，占比20.46%，卖出1.77亿元，占比23.32%。 晶晨股份今年以来股价涨8.63%，近5个交易日涨2.96%，近20日涨10.96%，近60日涨0.45%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0. ...

Core Viewpoint - Ankai Microelectronics has shown a positive stock performance since its listing, with a notable increase in stock price and trading volume, despite a decline in revenue and net profit for the year [2][3]. Group 1: Stock Performance - On January 16, Ankai Micro's stock rose by 2.07%, reaching 12.83 CNY per share, with a trading volume of 83.82 million CNY and a turnover rate of 2.86%, resulting in a total market capitalization of 5.03 billion CNY [1]. - Year-to-date, Ankai Micro's stock price has increased by 6.56%, with a 1.10% rise over the last five trading days, a 13.14% increase over the last 20 days, and a 0.63% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Ankai Micro reported a revenue of 351 million CNY, representing a year-on-year decrease of 5.22%, while the net profit attributable to shareholders was -82.24 million CNY, a significant decline of 267.46% [2]. - Cumulative cash dividends since the A-share listing amount to 11.76 million CNY [3]. Group 3: Company Overview - Ankai Microelectronics, established on April 10, 2001, and listed on June 27, 2023, is based in Guangzhou, Guangdong Province, and specializes in the research, design, testing, and sales of core SoC chips for IoT smart hardware [2]. - The company's main revenue sources include IoT camera chips (79.07%), IoT application processor chips (18.32%), and other products (1.73%) [2]. - Ankai Micro is classified under the electronic-semiconductor-digital chip design industry and is associated with concepts such as smart home, SOC chips, smart glasses, NPU, and smart speakers [2].

Core Viewpoint - Chipsea Technology's stock price has shown a positive trend with a year-to-date increase of 10.64%, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of January 16, Chipsea Technology's stock price rose by 2.08% to 36.29 CNY per share, with a trading volume of 99.29 million CNY and a turnover rate of 1.94% [1]. - The stock has increased by 3.63% over the last five trading days, 14.41% over the last 20 days, and 4.76% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Chipsea Technology reported a revenue of 615 million CNY, representing a year-on-year growth of 19.59% [2]. - The company recorded a net profit attributable to shareholders of -62.98 million CNY, which is a year-on-year increase of 45.23% [2]. Group 3: Business Overview - Chipsea Technology, established on September 27, 2003, and listed on September 28, 2020, specializes in the research, design, and sales of chip products [2]. - The company's revenue composition includes 46.45% from MCU chips, 25.92% from AIoT chips, 25.81% from analog signal chain chips, and 1.79% from other sources [2]. - The company operates within the semiconductor industry, specifically in digital chip design, and is involved in various concept sectors such as smart home, wearable technology, and wireless charging [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Chipsea Technology increased by 11.16% to 12,800, while the average circulating shares per person decreased by 8.99% to 11,240 shares [2]. - The company has distributed a total of 49.92 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 3.27 million shares, marking its entry as a new shareholder [3].