广州市人民政府办公厅印发《广州市加快建设先进制造业强市规划（2024—2035年）》。其中提到，持 续推动计算类、控制类、存储类、模拟驱动与电源类、通信与接口类、传感器类、功率类等汽车芯片设 计、制造和封测能力，提升产业链供应链安全水平。针对性推动芯片制造、设计企业与汽车制造企业开 展高可靠微控制单元（MCU）、人工智能芯片、动力控制管理芯片、高级驾驶辅助系统（ADAS）芯 片、汽车音视频/信息终端芯片等汽车芯片封装测试、认证应用，加快提高相关配套服务能力，推动自 主可控汽车芯片的规模化应用；以汽车企业应用为牵引，提高相关配套服务能力，推动自主可控汽车芯 片的规模化应用。 ...

来源：投资参考网shuahuang 2025年前三季度归母净利润同比激增51.33%、A股市值逼近200亿元，在业绩高光时刻，集成电路设计企业聚辰股份抛出了赴港二次上市的重磅计划。12月 31日，公司公告显示，第三届董事会第十次会议已审议通过发行H股并在香港联交所主板上市的相关议案，这意味着这家深耕存储与驱动芯片领域的企业， 正式启动境内外双资本平台搭建进程。 | 最高： 129.50 | 今开： 128.50 | 涨停： 153.18 | 成交量：47 | | --- | --- | --- | --- | | 最低： 124.31 | 昨收： 127.65 | 跌停： 102.12 | 成交额：6.( | | 换手:3.00% | 盘后量：0 | 量比：0.86 | 总市值: 19 | | 振幅： 4.07% | 盘后额：0.00 | 委比： 43.89% | 流通值:19 | | 市盈率(动)：46.60 | 市盈率(TTM)： 49.84 | 每股收益：2.52 | 股息(TTM)： | | 市盈率(静)： 68.47 | 市净率： 7.96 | 每股净资产： 15.79 | 股息率(TTM | | ...

Core Viewpoint - Yingtang Zhikong announced on November 13 that its product line includes storage chips, covering various types such as DRAM, NAND flash, NOR FLASH, EMMC, and SSD, with several brands represented [1] Group 1 - The company offers a range of storage devices in its agency product line [1] - The types of storage chips include DRAM, NAND flash, NOR FLASH, EMMC, and SSD [1] - The brands represented by the company include Baiwei, Shichuangyi, Jincun, Dongxin, and Xintianxia [1]

Group 1 - Institutional trading today saw 36 stocks listed, with 16 experiencing net buying and 20 facing net selling [1] - The top three stocks with the highest institutional buying were: Jucheng Co., Ltd. (3.59 billion), Xinyuan Co., Ltd. (2.73 billion), and Heertai (2.16 billion) [1] - Jucheng Co., Ltd. reported a net buying of 3.59 billion from four institutions, with its products widely used in various fields including storage modules, smartphones, automotive electronics, industrial control, IoT, wearable devices, white goods, communication equipment, and medical instruments [3] Group 2 - Jucheng Co., Ltd. saw a stock price increase of 15.35% with 3 buyers and 1 seller [2] - Xinyuan Co., Ltd. experienced a stock price increase of 17.34% with 1 buyer and no sellers [2] - Heertai's stock price rose by 10.00% with 2 buyers and no sellers [2] Group 3 - Apple device assembler Luxshare Precision has secured at least one assembly contract for an OpenAI device, and is in talks with GoerTek for future product components [4] - Apple has notified two suppliers to increase the daily production of the standard iPhone 17 model by at least 30% [5] - The Shanghai Stock Exchange will review the IPO of Moer Thread Technology on September 26, 2025, with a book value of 306 million [5]

Core Viewpoint - Juchen Semiconductor Co., Ltd. has returned to a growth trajectory, achieving a record high revenue of 1.028 billion yuan in 2024, marking a year-on-year increase of 46.17% and a net profit of 290 million yuan, up 189.23% from the previous year [1] Group 1: Financial Performance - In 2024, the company's revenue surpassed 1 billion yuan for the first time, reaching 1.028 billion yuan, with a significant year-on-year growth of 46.17% [1] - The net profit attributable to shareholders was 290 million yuan, reflecting a remarkable increase of 189.23% year-on-year [1] Group 2: Product and Market Development - Juchen Semiconductor focuses on integrated circuit products, with three main product lines: storage chips, voice coil motor driver chips, and smart card chips, widely used in memory modules, smartphone camera modules, and automotive electronics [2] - The company has seen a 57.74% year-on-year increase in revenue from storage chip products in 2024, while revenue from smart card chips decreased by over 30% to approximately 37.27 million yuan [2] - The automotive-grade EEPROM and NOR Flash businesses are experiencing rapid growth, contributing significantly to revenue expansion and profitability [2] Group 3: International Market Performance - The company's overseas market revenue grew by 72.41% year-on-year to 559 million yuan, while domestic market revenue increased by 23.71% to 469 million yuan [4] - The growth in the overseas market is attributed to the alleviation of supply shortages for automotive-grade EEPROM chips and the restoration of stable supply from competitors [4] - Juchen Semiconductor is expanding in key overseas markets such as the United States, South Korea, and Japan, with automotive-grade EEPROM products being adopted by leading global automotive electronics Tier 1 suppliers [4] Group 4: Industry Trends - The increasing penetration of automotive electronics driven by electrification, intelligence, and connectivity trends is expected to further boost the market size for automotive-grade EEPROM [5] - The company plans to continue technological upgrades and product iterations to enhance its technical accumulation and product layout in the automotive-grade EEPROM sector [5]