2月27日，澜起科技盘中下跌2.00%，截至11:25，报161.81元/股，成交25.99亿元，换手率1.39%，总市 值1977.64亿元。 资金流向方面，主力资金净流出3.43亿元，特大单买入2.84亿元，占比10.93%，卖出4.76亿元，占比 18.32%；大单买入7.60亿元，占比29.25%，卖出9.11亿元，占比35.05%。 澜起科技今年以来股价涨37.36%，近5个交易日跌3.75%，近20日跌3.63%，近60日涨39.14%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及澜起科技 股份有限公司是一家主要从事数据处理及互连芯片设计的中国公司。该公司主要包括两大产品线，互连 类芯片产品线和津逮服务器平臺产品线。互连类芯片产品包括内存接口芯片、内存模组配套芯片、PCIe Retimer芯片、MXC芯片、时钟芯片等。津逮服务器平臺产品包括津逮服务器中央处理器（CPU）、数 据保护、可信计算加速芯片和混合安全内存模组。该公司产品销往国内市场 ...

资金流向方面，主力资金净流入5874.58万元，特大单买入11.68亿元，占比27.24%，卖出9.86亿元，占 比22.99%；大单买入26.95亿元，占比62.83%，卖出28.18亿元，占比65.72%。 2月26日，寒武纪盘中上涨2.02%，截至13:00，报1104.51元/股，成交42.89亿元，换手率0.94%，总市值 4657.55亿元。 寒武纪今年以来股价跌18.52%，近5个交易日涨2.37%，近20日跌18.42%，近60日跌12.48%。 资料显示，中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层，成立日期2016年3月15日，上市日期2020年7月20日，公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为：云端产品线99.62%， 其他(补充)0.32%，边缘产品线0.05%，IP授权及软件0.00%。 寒武纪所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：脑科学(脑机接口)、SOC芯 片、操作系统、NPU、边缘计算等。 截至9月30日，寒武纪股东户数6.20万，较上 ...

Core Viewpoint - Unisoc Microelectronics Co., Ltd. (紫光国微) shows a mixed performance in stock price and financial metrics, with a slight increase in stock price recently but a decline over the past 20 days, while demonstrating significant year-on-year growth in revenue and net profit [1][2]. Financial Performance - For the period from January to September 2025, Unisoc achieved a revenue of 4.904 billion yuan, representing a year-on-year increase of 15.05% [2]. - The net profit attributable to shareholders for the same period was 1.263 billion yuan, reflecting a year-on-year growth of 25.04% [2]. Stock Market Activity - As of February 24, the stock price of Unisoc was 79.11 yuan per share, with a trading volume of 866 million yuan and a turnover rate of 1.30% [1]. - The stock has seen a year-to-date increase of 0.38%, a 5-day increase of 1.42%, a 20-day decrease of 6.38%, and a 60-day decrease of 2.55% [1]. Shareholder Information - As of February 10, the number of shareholders for Unisoc was 210,300, a decrease of 0.29% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.29% to 4,038 shares [2]. Dividend Distribution - Unisoc has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 33.8843 million shares, an increase of 17.09 million shares from the previous period [3]. - Other notable shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with varying changes in their holdings [3].

2月13日，澜起科技盘中下跌2.06%，截至13:29，报164.65元/股，成交35.19亿元，换手率1.83%，总市 值2012.35亿元。 机构持仓方面，截止2025年9月30日，澜起科技十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.45亿股，相比上期增加2972.74万股。易方达上证科创板50ETF（588080）位居第五大流 通股东，持股3911.50万股，相比上期减少828.05万股。华夏上证科创板50成份ETF（588000）位居第六 大流通股东，持股3821.67万股，相比上期减少1415.66万股。嘉实上证科创板芯片ETF（588200）位居 第七大流通股东，持股2599.58万股，相比上期减少117.67万股。华夏上证50ETF（510050）位居第八大 流通股东，持股2187.86万股，相比上期减少60.18万股。华泰柏瑞沪深300ETF（510300）位居第九大流 通股东，持股1950.91万股，相比上期减少86.23万股。易方达沪深300ETF（510310）位居第十大流通股 东，持股1408.93万股，为新进股东。华夏国证半导体芯片ETF（159995）退出十大 ...

Group 1 - The core viewpoint of the news is that Hangyu Micro's stock has experienced fluctuations, with a recent decline of 2.02% and a total market capitalization of 14.23 billion yuan [1] - As of February 11, the stock price is reported at 20.42 yuan per share, with a trading volume of 608 million yuan and a turnover rate of 4.48% [1] - Year-to-date, the stock has increased by 7.36%, but has seen a decline of 8.80% over the last five trading days and 7.89% over the last twenty days, while it has risen by 42.90% over the last sixty days [1] Group 2 - Hangyu Micro is primarily engaged in aerospace electronics, satellite and satellite big data, and artificial intelligence, with its main revenue sources being SIP chips (37.48%), smart security and transportation (26.74%), satellite data and applications (13.74%), geographic information and smart surveying (11.70%), AI chips and algorithms (6.86%), SOC chips (2.36%), EMBC (0.68%), and other business revenues (0.42%) [1] - As of September 30, the company reported a revenue of 203 million yuan for the first nine months of 2025, a year-on-year decrease of 0.45%, and a net profit attributable to shareholders of -72.49 million yuan, a decrease of 18.19% year-on-year [2] - The company has not distributed any dividends in the last three years, with a total payout of 87.79 million yuan since its A-share listing [3]

Core Viewpoint - Jiangbolong's stock price has experienced fluctuations, with a recent decline of 2.09% and a year-to-date increase of 15.32% [1] Group 1: Stock Performance - As of February 11, Jiangbolong's stock price was 282.35 CNY per share, with a market capitalization of 118.346 billion CNY [1] - The stock has seen a net outflow of 69.2003 million CNY in principal funds, with significant buying and selling activity from large orders [1] - Over the past five trading days, the stock has decreased by 6.51%, while it has seen a slight decline of 0.84% over the past 20 days and 1.87% over the past 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jiangbolong reported a revenue of 16.734 billion CNY, representing a year-on-year growth of 26.12% [2] - The net profit attributable to shareholders for the same period was 713 million CNY, reflecting a year-on-year increase of 27.95% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 25.06% to 43,800, while the average circulating shares per person decreased by 20.04% to 6,260 shares [2] - The company has distributed a total of 302 million CNY in dividends since its A-share listing, with 104 million CNY distributed over the past three years [3] - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, increasing its holdings by 4.8541 million shares to 6.1139 million shares [3]

| 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 芯原股份 | 9.20% | | 电子 | *** | 数字芯片设计 | 1101亿 | 16.31亿 | | 2 | 寒武纪-U | 5.15% | an | 电子 | 老师法 | 数字芯片设计 | 4598亿 | 45.76亿 | | 4 4 | 湖起科技 | 4.65% | www | 电子 | 林島市 | 数字芯片设计 | 2058亿 | 26.01亿 | | | 旭浩风奥 | 4.20% | www | 计算机 | IT服务II | IT服务Ⅲ | 858 | 1.80亿 | | 5 | 星环科技-U | 3.74% | whil | 计算机 | 软件开发 | 横向通用软件 | 224亿 | 3.31亿 | | 6 | 云从科技-UW | 2.92% | A 1 1 1 | 计算机 | IT服务II | IT服务Ⅲ | 158亿 | 1.29亿 | | 7 ...

Core Viewpoint - Haiguang Information's stock price has shown volatility, with a recent decline despite a year-to-date increase, indicating potential market fluctuations and investor sentiment shifts [1][2]. Group 1: Stock Performance - As of February 5, Haiguang Information's stock price decreased by 2.01%, trading at 239.10 CNY per share, with a total market capitalization of 555.74 billion CNY [1]. - Year-to-date, the stock price has increased by 6.59%, but it has dropped by 8.49% over the last five trading days and by 1.03% over the last 20 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Haiguang Information reported a revenue of 9.49 billion CNY, reflecting a year-on-year growth of 54.65%, and a net profit attributable to shareholders of 1.96 billion CNY, up by 28.56% [2]. - The company's main business revenue is derived from high-end processors, accounting for 99.73% of total revenue, with other sources contributing 0.27% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Haiguang Information reached 127,500, an increase of 59.34% from the previous period, with an average of 18,230 shares held per shareholder, up by 64.54% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 52.75 million shares, a decrease of 20.38 million shares from the previous period [3].

Core Viewpoint - The company, Xingchen Technology, is actively involved in the design, research, and sales of edge AI SoC chips, with a focus on automotive, AI glasses, and smart wearable technologies, showing significant growth in revenue and profit [2][7]. Group 1: Company Overview - Xingchen Technology is located in Xiamen, Fujian Province, and was established on December 21, 2017, with its public listing on March 28, 2024 [3][7]. - The company's main business includes the design and sales of video surveillance chips, with 99.93% of revenue coming from product sales [7]. - As of January 20, the number of shareholders is 29,200, a decrease of 8.65%, while the average circulating shares per person increased by 9.47% [7]. Group 2: Financial Performance - For the period from January to September 2025, Xingchen Technology achieved a revenue of 2.166 billion yuan, representing a year-on-year growth of 19.50%, and a net profit attributable to shareholders of 202 million yuan, up 3.03% [7]. - The company has distributed a total of 126 million yuan in dividends since its A-share listing [8]. Group 3: Market Activity - On February 2, the stock price of Xingchen Technology fell by 1.15%, with a trading volume of 813 million yuan and a turnover rate of 6.24%, bringing the total market capitalization to 28.993 billion yuan [1]. - The main net inflow of funds today was 125,200 yuan, with a total of 2.1374 million yuan over the last three days [5]. Group 4: Product Development - The company has successfully shipped automotive imaging SoC chips to major domestic and joint venture car manufacturers [2]. - It has also developed chips suitable for AI glasses, which have been shipped to end customers, and is in ongoing discussions with various clients including mobile brands and startups [2].

1月30日午后，创业板指率先翻红，现涨超1.8%，科创板亦跟随飘红，覆盖科创板+创业板高成长龙头 的硬科技宽基——双创龙头ETF（588330）下探回升，场内价格盘中涨超2.2%，现涨1.87%。 成份股方面，光模块方面，天孚通信涨超14%创历史新高，新易盛涨逾6%，中际旭创涨超5%。此外， 芯原股份涨逾9%，泰格医药涨超8%，澜起科技、锐捷网络等个股跟涨。 | 序号 | 名称 | 洗洗幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 天孚通信 | 14.72% | None | 通信 | 通信设备 | 通信网络设备及器件 | 1998亿 | 137.81亿 | | 2 | 2001563 | 9.17% | min | 电子 | 非导体 | 数字芯片设计 | 1202亿 | 39.89 G | | 3 | 泰格医药 | 8.57% | ----- | 医药生物 | 医疗服务 | 医疗研发外包 | 533亿 | 11.84亿 | | 4 ...