Core Viewpoint - Yachuang Electronics announced a plan to acquire 40% of Shenzhen Ouchuang Semiconductor Co., Ltd. and 45% of Shenzhen Yihai Nengda Co., Ltd. through a combination of share issuance and cash payment, while raising supporting funds from no more than 35 specific investors [2][3] Group 1: Transaction Details - The transaction involves natural persons such as Li Yonghong and Yang Longfei, as well as institutions like Shenzhen Hainengda Technology Development Co., Ltd. [2] - The preliminary agreement sets the transaction price for Ouchuang's 40% stake at 200 million yuan and for Yihai Nengda's 45% stake at 117 million yuan, with final prices pending audit and evaluation [2] - Prior to the transaction, the company held 60% of Ouchuang and 55% of Yihai Nengda; post-transaction, both will become wholly-owned subsidiaries [3] Group 2: Strategic Intent - The transaction aims to deepen management and synergy with the target companies, enhance the company's core competitiveness, increase business scale and profitability, optimize capital structure, and improve risk resistance [3][4] - The company commits to timely disclosure of relevant information regarding the transaction, ensuring its authenticity, accuracy, and completeness [3] Group 3: Regulatory and Governance Aspects - The transaction will not change the actual controller of the company and does not constitute a restructuring as defined by the relevant regulations [4] - The company plans to improve its corporate governance structure in accordance with legal requirements to protect the interests of the company and minority shareholders [4]

雅创电子（301099）(301099.SZ)发布公告，公司拟通过发行股份及支付现金的方式购买李永红、杨龙 飞、王磊、黄琴、盛夏、张永平持有的欧创芯40.00%的股权，以及海能达（002583）科技、海友同 创、王利荣持有的怡海能达45.00%的股权;同时，拟向其他不超过35名特定投资者发行股份募集配套资 金。本次交易前，上市公司分别持有欧创芯60%股权和怡海能达55%股权;本次交易完成后，欧创芯和怡 海能达将成为上市公司全资子公司。经交易各方协商，欧创芯40.00%股权的交易价格暂定为2亿元，怡 海能达45.00%股权的交易价格暂定为1.17亿元，最终交易价格尚未确定。 本次交易体现了上市公司对"内生增长与外延式并购相结合的发展策略"的贯彻执行，通过收购标的公司 的少数股权，上市公司能够进一步增强对标的公司的控制，有利于公司内部资源整合，提升经营管理效 率，增强上市公司在电子元器件分销行业、模拟芯片设计行业的核心竞争力。 欧创芯是一家模拟芯片研发商，专注于模拟集成电路设计、研发及服务，产品主要聚焦于中低压LED驱 动、电源管理、通讯和物联网相关的集成电路设计及配套方案服务，目前拥有LED驱动、DC-DC等两 ...

Core Viewpoint - The company, Guangzhou Huizhiwei Electronics Co., Ltd., specializes in the research, design, and sales of RF front-end chips and modules, with a significant focus on 5G and 4G modules, primarily serving the mobile phone and IoT sectors [2][3][7]. Group 1: Company Overview - The company was established on November 11, 2011, and went public on May 16, 2023 [7]. - As of June 30, the company had 16,200 shareholders, an increase of 8.23% from the previous period, with an average of 20,015 circulating shares per person, a decrease of 6.98% [7]. - The main business revenue composition includes 55.01% from 5G modules, 44.80% from 4G modules, and 0.19% from technical services and others [7]. Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 355 million yuan, representing a year-on-year growth of 39.97% [7]. - The net profit attributable to the parent company was -65.28 million yuan, showing a year-on-year increase of 64.41% [7]. Group 3: Market Position and Investment - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and possess strong innovation capabilities [3]. - The National Integrated Circuit Industry Investment Fund holds 26.03 million shares, accounting for 5.75% of the total share capital [2]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 98.18% of total revenue [3]. Group 4: Technical Analysis - The average trading cost of the stock is 12.53 yuan, with the current stock price fluctuating between resistance at 13.10 yuan and support at 11.75 yuan, indicating potential for range trading [6].

9月26日，上海贝岭盘中下跌2.05%，截至13:46，报36.81元/股，成交8.86亿元，换手率3.35%，总市值 260.95亿元。 资金流向方面，主力资金净流出7610.86万元，特大单买入5349.75万元，占比6.04%，卖出7604.81万 元，占比8.58%；大单买入1.42亿元，占比15.98%，卖出1.95亿元，占比22.02%。 分红方面，上海贝岭A股上市后累计派现12.30亿元。近三年，累计派现3.34亿元。 机构持仓方面，截止2025年6月30日，上海贝岭十大流通股东中，南方中证500ETF（510500）位居第二 大流通股东，持股840.24万股，为新进股东。国联安中证全指半导体产品与设备ETF联接A（007300） 位居第三大流通股东，持股601.72万股，相比上期增加58.77万股。香港中央结算有限公司位居第四大流 通股东，持股483.40万股，相比上期增加33.76万股。南方中证国新央企科技引领ETF（560170）位居第 九大流通股东，持股145.91万股，为新进股东。南方中证1000ETF（512100）、华夏中证1000ETF （159845）、广发中证1000ETF（ ...

9月26日，芯朋微盘中上涨2.00%，截至11:04，报70.89元/股，成交2.72亿元，换手率2.96%，总市值 93.09亿元。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、人工 智能、DeepSeek概念、集成电路等。 截至6月30日，芯朋微股东户数1.54万，较上期增加6.19%；人均流通股8508股，较上期减少5.83%。 2025年1月-6月，芯朋微实现营业收入6.36亿元，同比增长40.32%；归母净利润9049.35万元，同比增长 106.02%。 分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 机构持仓方面，截止2025年6月30日，芯朋微十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股288.84万股，相比上期增加31.17万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1731.11万元，特大单买入1093.68万元，占比4.03%，卖出663.09万元， 占比2.44%；大单买入9341.29万元，占比34.39%，卖出8040.76万元，占比29.60%。 芯朋微今年以来股价涨6 ...

杰华特所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：储能、新能源车、比亚迪概 念、基金重仓、消费电子等。 截至6月30日，杰华特股东户数1.10万，较上期减少9.16%；人均流通股23997股，较上期增加10.08%。 2025年1月-6月，杰华特实现营业收入11.87亿元，同比增长58.20%；归母净利润-2.95亿元，同比增长 12.44%。 9月26日，杰华特盘中下跌2.01%，截至09:53，报57.60元/股，成交2.07亿元，换手率1.35%，总市值 257.40亿元。 资金流向方面，主力资金净流入1086.96万元，特大单买入2506.07万元，占比12.09%，卖出2746.64万 元，占比13.25%；大单买入6098.89万元，占比29.42%，卖出4771.36万元，占比23.01%。 杰华特今年以来股价涨88.17%，近5个交易日涨14.51%，近20日涨58.24%，近60日涨85.99%。 今年以来杰华特已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日，当日龙虎榜净买入1.95亿元；买 入总计2.99亿元 ，占总成交额比23.36%；卖出总计1.04亿元 ，占总成 ...

Core Viewpoint - The stock of Zhaosheng Microelectronics has shown fluctuations with a recent increase, but the company has faced a significant decline in revenue and profit in the first half of 2025 compared to the previous year [2][3]. Group 1: Stock Performance - On September 26, Zhaosheng Microelectronics' stock rose by 2.14%, reaching 83.93 CNY per share, with a trading volume of 1.89 billion CNY and a turnover rate of 0.51%, resulting in a total market capitalization of 448.98 billion CNY [1]. - Year-to-date, the stock price has decreased by 6.33%, but it has increased by 6.58% over the last five trading days, 1.38% over the last 20 days, and 18.56% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to June 2025, Zhaosheng Microelectronics reported a revenue of 1.704 billion CNY, representing a year-on-year decrease of 25.42%, and a net profit attributable to shareholders of -147 million CNY, a decline of 141.59% year-on-year [2]. - The company has distributed a total of 884 million CNY in dividends since its A-share listing, with 265 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders of Zhaosheng Microelectronics was 81,100, an increase of 2.77% from the previous period, with an average of 5,527 circulating shares per person, a decrease of 2.70% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.1102 million shares, a decrease of 278,400 shares from the previous period, while Huatai-PB CSI 300 ETF increased its holdings by 561,000 shares to 6.6318 million shares [3].

分红方面，思瑞浦A股上市后累计派现9098.51万元。近三年，累计派现2476.03万元。 今年以来思瑞浦已经2次登上龙虎榜，最近一次登上龙虎榜为4月15日。 机构持仓方面，截止2025年6月30日，思瑞浦十大流通股东中，银河创新混合A（519674）位居第五大 流通股东，持股649.20万股，相比上期增加283.20万股。万家优选（161903）位居第六大流通股东，持 股430.00万股，相比上期减少70.00万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股东，持 股220.43万股，相比上期增加20.58万股。万家自主创新混合A（008120）退出十大流通股东之列。 资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成立日期2012年4月23日，上市日期2020年9月21日，公司主营业务涉及模拟集成 电路产品研发和销售。主营业务收入构成为：信号链类模拟芯片67.70%，电源类模拟芯片32.25%，其 他0.05%。 责任编辑：小浪快报 9月26日，思瑞浦盘中上涨2.16%，截至09:43，报169.44元/股，成交1.3 ...

Core Viewpoint - The stock price of SiRuPu has shown significant volatility, with a year-to-date increase of 78.98% and a recent decline in the last 20 days, indicating potential market fluctuations and investor sentiment changes [2]. Company Performance - As of June 30, 2025, SiRuPu achieved a revenue of 949 million yuan, representing a year-on-year growth of 87.33%, and a net profit attributable to shareholders of 65.69 million yuan, which is a remarkable increase of 200.07% [2]. - The company's main business revenue composition includes 67.70% from signal chain analog chips and 32.25% from power analog chips, with other sources contributing 0.05% [2]. Stock Market Activity - On September 25, SiRuPu's stock price decreased by 2.04%, trading at 165.56 yuan per share, with a total market capitalization of 22.458 billion yuan [1]. - The stock has seen a trading volume of 4.91 billion yuan, with a turnover rate of 2.21% [1]. - The net outflow of main funds was 52.04 million yuan, with large orders showing a buy of 136 million yuan and a sell of 169 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 26.45% to 11,500, while the average circulating shares per person decreased by 20.91% to 11,512 shares [2]. - The company has distributed a total of 90.99 million yuan in dividends since its A-share listing, with 24.76 million yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds such as Galaxy Innovation Mixed A and Wan Jia You Xuan, with changes in their holdings indicating shifts in institutional interest [3].

来源：新浪证券-红岸工作室 9月24日，英集芯涨3.59%，成交额2.36亿元，换手率3.78%，总市值90.50亿元。 今日主力净流入-510.31万，占比0.02%，行业排名145/165，连续3日被主力资金减仓；所属行业主力净 流入162.93亿，当前无连续增减仓现象，主力趋势不明显。 异动分析 汽车芯片+芯片概念+无线耳机+消费电子概念+专精特新 1、根据2025年4月29日公告：在汽车电子领域，公司成功研发符合AEC-Q100标准的车规级车充芯片， 并顺利导入国内外汽车厂商，完成规模量产。 2、公司的主营业务为为电源管理、快充协议芯片的研发和销售。主要产品是电源管理芯片、快充协议 芯片。 3、2022年3月29日招股书显示英集芯的TWS耳机充电仓芯片能够以单颗芯片为TWS耳机充电仓提供高 集成度的电源解决方案,支持MCU软件深度定制,可降低客户的设计复杂度和物料成本。英集芯专门为 TWS耳机充电仓设计的电源管理芯片不仅支持电源管理功能,还集成了双向通讯功能和内部通讯隔离功 能。 4、目前，公司基于在移动电源（即充电宝）、快充电源适配器（即充电器、充电头）等应用领域的优 势地位，成为了消费电子市场主要 ...