国投瑞银专精特新量化选股混合A（015842）成立日期2022年12月5日，最新规模6467.75万。今年以来 收益53.64%，同类排名828/8244；近一年收益100.77%，同类排名356/8080；成立以来收益37.71%。 国投瑞银专精特新量化选股混合A（015842）基金经理为赵建。 截至发稿，赵建累计任职时间12年7天，现任基金资产总规模38.48亿元，任职期间最佳基金回报 172.91%， 任职期间最差基金回报-88.73%。 9月29日，英集芯涨5.12%，截至发稿，报21.76元/股，成交1.07亿元，换手率1.70%，总市值93.42亿 元。 资料显示，深圳英集芯科技股份有限公司位于广东省珠海市香洲区唐家湾镇港湾1号港7栋三楼，成立日 期2014年11月20日，上市日期2022年4月19日，公司主营业务涉及电源管理、快充协议芯片的研发和销 售。主营业务收入构成为：电源管理类65.15%，数模混合SoC类22.02%，电池管理类12.33%，其他(补 充)0.49%，其他0.01%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓英集芯。国投瑞银专精特新量化选股混合A（01 ...

截至6月30日，英集芯股东户数1.37万，较上期减少5.80%；人均流通股21800股，较上期增加6.19%。 2025年1月-6月，英集芯实现营业收入7.02亿元，同比增长13.42%；归母净利润5192.14万元，同比增长 32.96%。 分红方面，英集芯A股上市后累计派现1.71亿元。近三年，累计派现1.55亿元。 机构持仓方面，截止2025年6月30日，英集芯十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股270.66万股，为新进股东。 9月25日，英集芯跌0.95%，成交额1.65亿元。两融数据显示，当日英集芯获融资买入额3117.58万元， 融资偿还2055.17万元，融资净买入1062.41万元。截至9月25日，英集芯融资融券余额合计1.92亿元。 融资方面，英集芯当日融资买入3117.58万元。当前融资余额1.92亿元，占流通市值的3.08%，融资余额 超过近一年60%分位水平，处于较高位。 融券方面，英集芯9月25日融券偿还4157.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额2.09 万元；融券余量1.42万股，融券余额29.74万元，低于近一年40%分位水平 ...

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 ...

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the development and sales of power management and fast charging protocol chips, with a focus on automotive electronics and consumer electronics markets. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, with its headquarters located in Zhuhai, Guangdong Province [7] - The company's main business revenue composition includes: power management (65.15%), mixed-signal SoC (22.02%), battery management (12.33%), and others (0.49%) [7] - As of June 30, 2025, the company had 13,700 shareholders, a decrease of 5.80% from the previous period, with an average of 21,800 circulating shares per person, an increase of 6.19% [8] Group 2: Financial Performance - For the first half of 2025, Yingjixin achieved operating revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.92 million yuan, up 32.96% year-on-year [8] - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9] Group 3: Market Position and Products - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards, which have been adopted by domestic and international automotive manufacturers and are in mass production [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2] - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] Group 4: Technical Analysis - The average trading cost of the stock is 19.75 yuan, with the current stock price fluctuating between resistance at 21.88 yuan and support at 19.47 yuan, suggesting potential for range trading [6] - The stock has seen a net outflow of 21.72 million yuan today, with a total net outflow of 73.05 million yuan over the past three days, indicating a lack of strong buying interest from major funds [5]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Yingjixin Technology Co., Ltd. on September 18, 2023, indicating a stable market presence with significant financing activities [1] - On September 18, 2023, Yingjixin's stock price decreased by 0.05%, with a trading volume of 303 million yuan. The financing buy-in amount was 43.6964 million yuan, while the financing repayment was 43.0807 million yuan, resulting in a net financing buy of 615,600 yuan [1] - As of September 18, 2023, the total margin balance for Yingjixin was 193 million yuan, accounting for 3.09% of its market capitalization, which is above the 60th percentile level over the past year, indicating a high level of financing [1] Group 2 - Yingjixin's main business revenue composition includes 65.15% from power management, 22.02% from mixed-signal SoC, and 12.33% from battery management, with minor contributions from other segments [1] - As of June 30, 2025, Yingjixin reported a total revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.9214 million yuan, reflecting a growth of 32.96% [2] - The number of shareholders for Yingjixin decreased by 5.80% to 13,700 as of June 30, 2025, while the average circulating shares per person increased by 6.19% to 21,800 shares [2]

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the development and sales of power management and fast charging protocol chips, with a focus on automotive electronics and consumer electronics sectors. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, with its headquarters located in Zhuhai, Guangdong Province [7] - The company's main business revenue composition includes: 65.15% from power management, 22.02% from mixed-signal SoC, 12.33% from battery management, and 0.49% from other sources [7] - As of June 30, 2025, the company had 13,700 shareholders, a decrease of 5.80% from the previous period, with an average of 21,800 circulating shares per person, an increase of 6.19% [8] Group 2: Financial Performance - For the first half of 2025, Yingjixin achieved a revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.92 million yuan, up 32.96% year-on-year [8] - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9] Group 3: Market Position and Products - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards and has begun mass production for domestic and international automotive manufacturers [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2] - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] Group 4: Technical Analysis - The average trading cost of the stock is 19.68 yuan, with recent accumulation activity observed, although the strength of this accumulation is weak; the current stock price is between resistance at 21.88 yuan and support at 19.47 yuan, suggesting potential for range trading [6]

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., has shown significant growth in the automotive electronics sector, particularly with its AEC-Q100 compliant automotive charging chips, which have been successfully mass-produced and integrated into domestic and international automotive manufacturers [2]. Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022. The company specializes in the research and sales of power management and fast charging protocol chips [6]. - The revenue composition of the company includes 65.15% from power management, 22.02% from mixed-signal SoC, 12.33% from battery management, and 0.49% from other sources [6]. Financial Performance - For the first half of 2025, Yingjixin achieved a revenue of 702 million yuan, representing a year-on-year growth of 13.42%. The net profit attributable to the parent company was 51.92 million yuan, with a year-on-year increase of 32.96% [6][7]. - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [8]. Market Position and Recognition - Yingjixin has established itself as a key supplier in the consumer electronics market for power management and fast charging protocol chips, having entered the supply chains of major brands such as Xiaomi, OPPO, and Samsung [2]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and possessing strong innovation capabilities [2]. Stock Performance - On September 11, the stock price of Yingjixin increased by 3.91%, with a trading volume of 147 million yuan and a turnover rate of 2.57%, bringing the total market capitalization to 8.338 billion yuan [1].

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the automotive electronics sector and has successfully developed automotive-grade charging chips that meet AEC-Q100 standards, leading to mass production and integration with domestic and international automotive manufacturers [2]. Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022. The company specializes in the research and sales of power management and fast charging protocol chips [6]. - The revenue composition of the company includes 65.15% from power management, 22.02% from mixed-signal SoC, 12.33% from battery management, and 0.49% from other sources [6]. Market Position - The company has gained recognition in the power management market and has established a solid user base by entering the supply chains of well-known brands such as Xiaomi, OPPO, and Samsung [2]. - Yingjixin is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies that excel in niche markets and possess strong innovation capabilities [2]. Financial Performance - For the first half of 2025, the company achieved a revenue of 702 million yuan, representing a year-on-year growth of 13.42%. The net profit attributable to the parent company was 51.92 million yuan, with a year-on-year increase of 32.96% [6][7]. - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [8]. Stock Performance - On September 10, the stock price of Yingjixin fell by 0.80%, with a trading volume of 102 million yuan and a turnover rate of 1.81%, resulting in a total market capitalization of 8.024 billion yuan [1]. - The average trading cost of the stock is 19.45 yuan, with the current price near a support level of 18.52 yuan [5].

Investment Rating - The investment rating for the company is "Outperform the Market" [6] Core Views - The company achieved a record high revenue in Q2 2025, with a revenue of 1.208 billion yuan, representing a year-on-year growth of 43.35%, and a net profit attributable to the parent company of 152 million yuan, up 50.89% year-on-year [1] - The company is actively expanding into the industrial control and retail markets, leveraging its strong customer base and product lines, which include display driver chips and electronic shelf labels [2][3] - Due to the successful launch of new products, the forecast for net profit attributable to the parent company for 2025-2027 has been raised to 357 million, 424 million, and 496 million yuan respectively, with corresponding PE ratios of 33, 27, and 24 times [3] Financial Performance - In Q2 2025, the company reported revenue of 654 million yuan, a year-on-year increase of 31.43% and a quarter-on-quarter increase of 17.97% [1] - The gross profit margin improved by 3.7 percentage points to 24.41% in the first half of 2025, with R&D expenses increasing by 25.8% to 99 million yuan [1] - The company has a diversified product line that benefits from the trend of screen integration in consumer electronics, contributing to revenue growth [2] Customer Base and Market Expansion - The company has established a strong customer base, including major brands like Samsung, VIVO, and OPPO, and is expanding its presence in industrial control and retail sectors [3] - The electronic shelf label (ESL) chips have been adopted by several global retail giants, enhancing the company's market position [3]

Core Viewpoint - The company Tian De Yu has shown significant revenue and profit growth in the first half of 2025, driven by the demand for its display driver chips and innovative products like electronic price tag driver chips [1]. Financial Performance - In the first half of 2025, Tian De Yu achieved operating revenue of 1.208 billion yuan, representing a year-on-year increase of 43.35% [1]. - The net profit attributable to shareholders was 152 million yuan, up 50.89% year-on-year [1]. - The non-recurring net profit reached 146 million yuan, reflecting a substantial growth of 73.56% compared to the previous year [1]. Market Activity - As of August 26, 2025, Tian De Yu's stock price was 28.45 yuan, down 0.87% from the previous trading day [1]. - The stock opened at 28.32 yuan, peaked at 28.78 yuan, and fell to a low of 28.00 yuan, with a trading volume of 103,470 hands and a total transaction value of 293 million yuan [1]. - On August 26, the net outflow of main funds was 254,000 yuan, while the net inflow over the past five days was 69.46 million yuan [2].