希荻微公告称，2026年1月期间，重庆唯纯企业管理咨询有限公司通过集中竞价及大宗交易方式合计减 持公司股份242.3万股，其中集中竞价减持60万股，大宗交易减持182.3万股。其持有公司股份数量由 2984.6925万股减少至2742.3925万股，占公司总股本的比例由7.24%降至6.65%。同时，因公司2024年股 票期权激励计划实施自主行权，重庆唯纯所持股份被动稀释0.0020%。本次减持系履行此前披露的减持 计划，不触及要约收购，不会使公司实控人发生变化。 ...

智通财经APP获悉，周五，半导体设备与材料板块普涨，截至发稿，阿斯麦(ASML.US)涨超5%，股价 创历史新高；泛林集团(LRCX.US)涨近6%，应用材料(AMAT.US)涨近4%，Onto Innovation(ONTO.US) 涨超3%，泰瑞达(TER.US)涨0.6%。 ...

周五，半导体设备与材料板块普涨，截至发稿，阿斯麦(ASML.US)涨超5%，股价创历史新高；泛林集 团(LRCX.US)涨近6%，应用材料(AMAT.US)涨近4%，Onto Innovation(ONTO.US)涨超3%，泰瑞达 (TER.US)涨0.6%。 ...

Group 1 - Kangfang Biotech (09926) shares rose over 6% after the approval of an important update to the product label for its PD-1/VEGF bispecific antibody, Ivosidenib, which showed significant clinical benefits in treating advanced non-squamous non-small cell lung cancer [1] - Sunac China (01918) shares fell over 6% as the company reported a contract sales amount of 2.95 billion RMB in December, a year-on-year increase of 68.6%, but with a decrease in average sales price per square meter by 14.4% [1] - Nanshan Aluminum International (02610) saw a nearly 14% increase in shares, attributed to a tight global electrolytic aluminum market, with Indonesia being a key marginal supplier [1] Group 2 - Optical communication stocks rebounded, with Longi Fiber Optic (06869) up 7.46% and Cambridge Technology (06166) up 3.86%, following a significant rise in U.S. optical communication stocks [2] - Hengrui Medicine (01276) shares increased over 2.8% after announcing the approval of two innovative drugs for clinical trials targeting prostate cancer [2] - Cao Cao Travel (02643) shares rose over 7% following the announcement of acquisitions of Yao Travel and Geely Business Travel [2] Group 3 - Hutchison China MediTech (00013) shares increased over 5.3% after announcing positive results from a Phase III trial for a new treatment for autoimmune hemolytic anemia [3] - Geekplus Technology (02590) shares rose slightly by 0.51%, with a report highlighting its stable business model and growth potential due to AI applications [3] Group 4 - Xuan Bamboo Biotech (02575) shares surged over 11.6% after its drug, Pyrotinib, was included in the national medical insurance directory, providing new benefits for advanced breast cancer patients [4] Group 5 - Semiconductor equipment and materials stocks continued to rise, with significant gains for companies like Amkor Technology (AMKR.US) and Lam Research (LRCX.US) [5] - Chinese concept stocks mostly rose, with notable increases for Hesai (HSAI.US) and Pinduoduo (PDD.US), amid a bullish market sentiment [5] - Uber (UBER.US) and Lyft (LYFT.US) saw stock price increases following Nvidia's announcement of advancements in autonomous driving technology [5] Group 6 - Data center cooling stocks experienced a decline, with companies like Modine Manufacturing (MOD.US) and Johnson Controls (JCI.US) facing significant drops [6] - Copper stocks strengthened, with Freeport-McMoRan (FCX.US) and Southern Copper (SCCO.US) showing notable gains as copper futures reached a historic high [6] - The storage sector continued its upward trend, with SanDisk (SNDK.US) achieving a 27.56% increase after launching a new SSD product line [6] Group 7 - Alumis (ALMS.US) shares skyrocketed by 95.31% following positive results from clinical trials for its TYK2 inhibitor targeting psoriasis patients [7] - Tesla (TSLA.US) shares fell over 4.14% as BYD surpassed Tesla in electric vehicle sales in key European markets [7] - Zeta Global (ZETA.US) shares rose 9.83% after announcing a strategic partnership with OpenAI to enhance its product capabilities [7]

智通财经APP获悉，周二，半导体设备与材料概念涨势不止，截至发稿，艾马克技术(AMKR.US)涨超 6%，此前一度涨超6%；泛林集团(LRCX.US)涨超4.7%，应用材料(AMAT.US)涨3%，阿斯麦(ASML.US) 涨超1%，同时创历史新高。 ...

晶圆制造与代工板块：中芯国际全资收购中芯北方，直接强化了其在12英寸成熟制程晶圆代工领域的资 产完整性与控制力。此举预计将提升公司整体产能规划与运营效率，增强在成熟工艺市场的竞争力与盈 利能力。对于产业链而言，龙头企业的资本开支与整合动作，往往预示着对上游设备、材料需求的稳定 或增长预期，同时也为下游芯片设计公司提供了更可靠的产能保障，增强了国内半导体制造环节的自主 可控能力。 半导体设备与材料板块：晶圆制造产能的整合与潜在扩张，直接拉动了对光刻机、刻蚀机、薄膜沉积、 量测等前道制造设备的需求。同时，制造过程中所需的硅片、电子特气、光刻胶、湿电子化学品等关键 材料的消耗量也将随之增加。在国内持续推进供应链安全与自主替代的背景下，具备技术突破和产品验 证能力的国产设备与材料供应商，有望率先受益于下游制造厂的产能建设与国产化采购需求。 交易所数据显示，芯片产业链午后表现活跃，算力芯片、晶圆代工方向领涨。 中芯国际于2025年12月29日晚间发布公告，拟向国家集成电路基金等五方股东发行股份，收购其持有的 中芯北方集成电路制造（北京）有限公司49%的股权，交易总价约406.01亿元。根据公告披露的《资产 评估报告》， ...

Core Viewpoint - SMIC has implemented a price increase of approximately 10% on certain production capacities due to rising demand from mobile applications and AI, alongside raw material cost increases [1] Semiconductor Industry Analysis - The semiconductor industry is experiencing growth driven by the AI wave, domestic substitution, and technological innovation, supporting the long-term development logic of the semiconductor sector [1] - The global semiconductor equipment market is entering a new expansion cycle, with equipment demand and domestic production rates expected to rise simultaneously [2] Market Segment Analysis - **Semiconductor Equipment and Materials**: This sector is a core area for domestic substitution, benefiting from the anticipated investments from the National Integrated Circuit Industry Investment Fund [2] - **Memory Chip Sector**: The industry is seeing an upward trend due to the reversal of the global memory cycle and massive demand from AI applications [3] - **Advanced Packaging and Chiplet Sector**: As chip manufacturing approaches physical limits, advanced packaging becomes crucial for enhancing system performance, presenting growth opportunities for industry chain companies [3] - **Automotive Electronics and Power Semiconductor Sector**: The demand for automotive-grade chips is experiencing rigid growth due to the long-term trends of electrification and intelligence in new energy vehicles [3] Company Overview - **SMIC (688981.SH)**: The largest and most advanced integrated circuit foundry in mainland China, benefiting significantly from the increase in domestic foundry demand [4] - **North Huachuang (002371.SZ)**: A leading domestic semiconductor equipment manufacturer with a strong platform advantage, playing a key role in domestic equipment substitution [4] - **Changdian Technology (600584.SH)**: The third-largest chip packaging and testing company globally, with a strong competitive edge in advanced packaging technologies [4] - **Haiguang Information (688041.SH)**: A key provider of high-end CPUs and DCUs in China, with products widely used in servers and workstations [4] - **Lanke Technology (688008.SH)**: An international leader in data processing and interconnect chip design, maintaining a leading position in DDR5 memory interface chips and actively developing AI chips [4]

台基股份公告，公司实际控制人邢雁先生及其他29名自然人于2025年6月18日与长江产业投资集团有限 公司、襄阳新仪元半导体有限责任公司签署了相关协议，出让方向长江产业集团转让新仪元576.76万股 股权（占新仪元股权比例为32.04%），并将其持有的剩余新仪元1148.5万股股权对应的表决权委托给长 江产业集团行使，同时将其持有的剩余新仪元1148.5万股股权质押给长江产业集团。湖北省国资委原则 同意长江产业集团取得公司实际控股权。本次权益变动完成后，公司控股股东仍为新仪元，实际控制人 由邢雁先生变更为湖北省国资委。 ...

SK海力士警告称，DRAM供应短缺状况将持续至2028年。此前，包括瑞银，摩根大通，野村证券在内 的国际大行均预测，DRAM短缺将持续至2027年。 在AI引爆存储需求以及行业产能调整等多重因素的影响下，过去几个月，全球存储荒愈演愈烈。据全 球存储三巨头之一，韩国SK海力士的一份意外曝光的内部分析文件，揭示了存储市场供需严重失衡的 局面。 研究机构认为，目前国内相关设备厂商经过长时间的发展，产品性能不断迭代，可覆盖制程以及工艺节 点不断优化，已经在多个领域实现了国产替代。在AI存储需求爆发与供应链自主可控的双重驱动下， 国内半导体设备与材料企业有望持续受益于这一轮超级周期，实现技术突破与市场扩张的良性循环。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 瑞银上周预计，DRAM供应短缺预计将持续至2027年第一季度，其中DDR内存的需求料增长20.7%，远 超供应增速。NAND闪存的短缺态势则预计将持续至2026年第三季度。 ...

港股三大指数午后持续拉升转涨，全天呈现低开高走的单边行情，市场情绪持续回升。截止收盘，恒生指数涨0.58%再度站上26000点，国企指数、恒生科 技指数分别上涨1.01%及0.84%。本周，恒指累涨0.87%，国指累涨0.75%，恒生科技指数累涨1.13%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800000 | TURES AND 恒生指数 | @ | 26085.08 | +149.18 | 0.58% | 0.87% | | 800100 | 国企指数 | | 9198.30 | +91.82 | 1.01% | 0.75% | | 800700 | 恒生科技指数 | | 5662.46 | +47.03 | 0.84% | 1.13% | 盘面上，午后大部分权重科技股拉升上涨，尤其是百度午后开盘直线涨近8%收涨5%；同时大金融股(保险、银行、券商)拉升助力大市上行，金融监管总局 调整保险公司投资相关股票的风险因子，保险股涨幅最为明显；铜、铝、黄金等有色金属股继续活跃；新 ...