来源：新浪证券-红岸工作室 2月5日，盈方微跌2.12%，成交额2.76亿元，换手率4.03%，总市值70.11亿元。 异动分析 存储芯片+人民币贬值受益+智能家居+虚拟现实+芯片概念 1、盈方微电子股份有限公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售。公司的 主要产品是射频芯片、指纹芯片、电源芯片、存储芯片、被动元件、综合类元件等。 5、公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售。公司的主要产品是射频芯 片、指纹芯片、电源芯片、存储芯片、被动元件、综合类元件等。 (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) 2、根据2024年年报，公司海外营收占比为59.86%，受益于人民币贬值。 3、2023年2月27日互动易：公司专注于智能终端 SoC芯片系统集成设计、图像信号处理（ISP）以及智 能视频算法等核心技术研发、设计，现阶段主要产品为影像类SoC芯片，应用于智能家居、视频监控、 运动相机、消费级无人机、教育机器人等领域。 4、公司在互动平台上表示，公司的子公司上海盈方微电子有限公司为腾讯miniStation微游戏机上的部 分芯片提供商， ...

来源：新浪证券-红岸工作室 2月4日，汉朔科技跌1.50%，成交额1.53亿元，换手率7.72%，总市值247.61亿元。 异动分析 云计算+电子纸+人工智能+人民币贬值受益+物联网 1、汉朔科技股份有限公司的主营业务是电子价签系统、SaaS云平台服务等软硬件产品及服务。主要产 品是电子价签终端、配件及其他智能硬件。 2、根据招股说明书，公司主要采取以销定产、以产定采的生产及采购模式，以客户订单及中长期预计 需求量为导向，制定生产实施计划，并据此进行物料和业务需求的规划及采购。公司业务产品中，SaaS 云平台服务系基于以微软Azure为主的云架构，直接为客户提供系统运维与技术支持服务，因此不涉及 物料采购与生产环节；针对电子价签终端等硬件产品及其配件，生产及采购模式以外协加工为主、自主 生产为辅；除产成品以外，公司还自主生产部分电子纸显示模组，用于电子价签产品生产。 资金分析 今日主力净流入-1864.91万，占比0.12%，行业排名20/33，连续3日被主力资金减仓；所属行业主力净流 入-12.19亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1864.91万-7080.72 ...

2月4日，盈方微盘中下跌2.09%，截至11:05，报8.42元/股，成交2.02亿元，换手率2.90%，总市值71.13 亿元。 资金流向方面，主力资金净流出1868.31万元，特大单买入255.34万元，占比1.27%，卖出1009.13万元， 占比5.00%；大单买入2699.80万元，占比13.38%，卖出3814.31万元，占比18.91%。 盈方微今年以来股价涨14.09%，近5个交易日跌7.27%，近20日涨13.78%，近60日跌0.47%。 截至9月30日，盈方微股东户数13.92万，较上期增加14.05%；人均流通股5868股，较上期减少0.84%。 2025年1月-9月，盈方微实现营业收入34.43亿元，同比增长17.62%；归母净利润-4334.49万元，同比减 少18.69%。 分红方面，盈方微A股上市后累计派现2341.00万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，盈方微十大流通股东中，国新证券股份有限公司位居第四大流通 股东，持股1220.58万股，相比上期减少839.49万股。香港中央结算有限公司位居第九大流通股东，持股 358.79万股，相比 ...

来源：新浪证券-红岸工作室 中电港所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：存储器、汽车电子、芯片 概念、智能电网、无线耳机等。 截至1月20日，中电港股东户数9.52万，较上期增加10.89%；人均流通股4595股，较上期减少9.82%。 2025年1月-9月，中电港实现营业收入505.98亿元，同比增长33.29%；归母净利润2.58亿元，同比增长 73.06%。 分红方面，中电港A股上市后累计派现2.58亿元。 机构持仓方面，截止2025年9月30日，中电港十大流通股东中，香港中央结算有限公司位居第六大流通 股东，持股753.75万股，相比上期增加484.76万股。南方中证1000ETF（512100）位居第七大流通股 东，持股278.35万股，相比上期减少1.20万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股165.20万股，相比上期减少4800.00股。广发中证1000ETF（560010）位居第十大流通股东，持股 128.71万股，相比上期减少4.56万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出 ...

1月21日，好上好盘中上涨2.00%，截至13:25，报33.65元/股，成交4.87亿元，换手率8.90%，总市值 99.87亿元。 资金流向方面，主力资金净流出624.79万元，特大单买入3058.70万元，占比6.28%，卖出1587.31万元， 占比3.26%；大单买入5736.82万元，占比11.78%，卖出7833.00万元，占比16.09%。 好上好今年以来股价涨13.72%，近5个交易日涨9.15%，近20日涨14.03%，近60日涨0.63%。 资料显示，深圳市好上好信息科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区高新南一 道002号飞亚达科技大厦1501A，成立日期2014年12月23日，上市日期2022年10月31日，公司主营业务 涉及主要向消费电子、物联网、照明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。主营业务收入构成为：分销业务99.08%，物联网产品设计及制造0.91%，其 他0.01%，芯片定制0.01%。 截至11月28日，好上好股东户数7.21万，较上期减少6.29%；人均流通股2283股，较上期增加6.71%。 2025 ...

Group 1 - The core viewpoint of the news is that Yunhan Chip City has shown significant stock performance with a year-to-date increase of 17.23% and a recent rise of 4.87% over the last five trading days [1] - As of January 20, the stock price reached 179.66 yuan per share, with a total market capitalization of 11.699 billion yuan [1] - The company has experienced notable trading activity, with a net inflow of 4.826 million yuan from major funds and significant trading volumes on the stock exchange [1] Group 2 - Yunhan Chip City, established on May 7, 2008, is located in Shanghai and specializes in providing a one-stop supply chain service for electronic components through its B2B online mall [2] - The company's main business revenue composition includes 56.14% from semiconductor devices, 17.35% from connectors, 16.05% from passive components, and 10.19% from other sources [2] - For the period from January to September 2025, Yunhan Chip City achieved an operating income of 2.229 billion yuan, representing a year-on-year growth of 20.68%, and a net profit attributable to shareholders of 81.4604 million yuan, up 46.74% year-on-year [2]

Group 1 - The core viewpoint of the news is that Jingquan Technology 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 16, the stock price of Jingquan Technology increased by 2.14% to 28.62 CNY per share, with a total market capitalization of 7.754 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 11.41%, with a 3.28% rise over the last five trading days and an 18.22% increase over the last 60 days [1]. Group 2 - For the fiscal year ending December 31, Jingquan Technology reported a revenue of 2.6 billion CNY, representing a year-on-year growth of 23.96%, and a net profit attributable to shareholders of 71.87 million CNY, which is a 69.74% increase [2]. - The company has distributed a total of 64.83 million CNY in dividends since its A-share listing, with 29.18 million CNY distributed over the last three years [3]. - Jingquan Technology's main business segments include special transformers (44.52% of revenue), magnetic components (35.37%), and power supplies (19.16%) [1].

Group 1 - The core viewpoint of the news is that Yuanwanggu's stock has experienced fluctuations, with a current price of 7.92 yuan per share and a market capitalization of 5.859 billion yuan, while the company has shown positive revenue growth and significant profit increase year-on-year [1][2]. Group 2 - As of January 15, Yuanwanggu's stock price has increased by 8.34% year-to-date, with a 5.04% rise over the last five trading days and a 13.96% increase over the last 20 days [1]. - The company reported a revenue of 418 million yuan for the period from January to September 2025, reflecting a year-on-year growth of 11.16%, and a net profit attributable to shareholders of 145 million yuan, which is a substantial increase of 128.50% [2]. Group 3 - Yuanwanggu has distributed a total of 180 million yuan in dividends since its A-share listing, with 24.412 million yuan distributed over the last three years [3]. Group 4 - The company specializes in the development and production of ultra-high frequency radio frequency identification (RFID) technology and related products, with its main business revenue composition being 82.51% from IoT solutions, 11.72% from IoT application products, and 5.77% from other sources [1]. - Yuanwanggu is categorized under the electronic industry, specifically in the sub-sectors of other electronics, and is involved in concepts such as electronic license plates, smart cities, digital economy, edge computing, and unmanned retail [1].

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 Chinese yuan and its focus on various chip technologies [2][4]. Group 1: Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and went public on October 31, 2022 [8]. - The company primarily sells electronic components to manufacturers in the consumer electronics, IoT, lighting, industrial control, automotive electronics, and new energy sectors, providing product design solutions and technical support [3][8]. - The main revenue sources include 99.08% from distribution, 0.91% from IoT product design and manufacturing, and 0.01% from other services [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%, while the net profit attributable to shareholders was 49.1458 million yuan, up 62.14% year-on-year [8]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Trends - The company’s total market capitalization is 9.15 billion yuan, with a trading volume of 351 million yuan and a turnover rate of 6.93% [1]. - The company’s overseas revenue accounts for 67.36%, benefiting from the depreciation of the yuan [4]. - The stock has seen a recent increase of 1.55% [1]. Group 4: Technical Analysis - The average trading cost of the stock is 30.96 yuan, with a current price near the support level of 30.43 yuan [7]. - The stock has a dispersed ownership structure, with the main capital inflow being relatively low, indicating no clear trend in major shareholder activity [5][6].

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, benefiting from the depreciation of the RMB and its focus on various electronic applications [1][4]. Group 1: Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and went public on October 31, 2022 [8]. - The company 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 main revenue sources include 99.08% from distribution, 0.91% from IoT product design and manufacturing, and 0.01% from other services [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, showing a significant increase of 62.14% year-on-year [8]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [9]. Group 3: Market Activity - On January 13, the company's stock price fell by 3.53%, with a trading volume of 350 million yuan and a turnover rate of 6.90%, resulting in a total market capitalization of 9.01 billion yuan [1]. - The company’s main net inflow of funds was -30.2422 million yuan, indicating a lack of clear trends in major investor activity [5][6]. - The average trading cost of the stock is 31.09 yuan, with current price levels between resistance at 30.40 yuan and support at 30.27 yuan, suggesting potential for range trading [7].