1月6日，豪威集团涨1.68%，成交额28.13亿元。两融数据显示，当日豪威集团获融资买入额3.56亿元， 融资偿还3.34亿元，融资净买入2214.98万元。截至1月6日，豪威集团融资融券余额合计50.45亿元。 融券方面，豪威集团1月6日融券偿还1.00万股，融券卖出1.39万股，按当日收盘价计算，卖出金额 181.95万元；融券余量12.22万股，融券余额1599.27万元，超过近一年90%分位水平，处于高位。 资料显示，豪威集成电路(集团)股份有限公司位于上海市浦东新区上科路88号东楼,香港铜锣湾希慎道33 号利园1期19楼1912室，成立日期2007年5月15日，上市日期2017年5月4日，公司主营业务涉及半导体分 立器件和电源管理IC等半导体产品的研发设计,以及被动件(包括电阻、电容、电感等)、结构器件、分立 器件和IC等半导体产品的分销业务。主营业务收入构成为：半导体设计销售82.92%，半导体代理销售 16.58%，半导体设计技术服务0.39%，租赁收入0.08%，其他0.03%。 机构持仓方面，截止2025年9月30日，豪威集团十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1 ...

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 台媒 报道 ， 根据供应链流出的普思公告，由于关键原材料，特别是白银价格长期居高不下，为 确保产品质量与供应稳定，并持续投资必要的产能与技术资源，经审慎评估后，决定对部分磁珠产 品进行价格调整。 适用于公制尺寸 1608 （含） 以上的铁氧体磁珠产品，已确认合约及进行中的 项目则不受影响。 扫码加我本人微信 2 0 2 6 年开年 ， 被动元件大厂 国巨 再度 传出 涨价 。 据台媒报道，市场1月 2日传出，国巨旗下磁性元件品牌普思 （ PU LSE） 向客户发出通知，针对 部分铁氧体磁珠 （Ferrite Bead） 产品实施价格调整， 今年1月1日起正式生效。 回顾2025年年底，多家被动元件厂商密集发布涨价函，再叠加国巨、京瓷等大厂此前的涨价动 作，被动元件行业的涨价氛围持续扩散。 本次国巨再度调价，又一次 引发 市场关注 ， 此次 国巨 为什么 又 涨价 ？ 哪些 被动 元件 厂商 已经 涨价 ？ 01 国巨又要涨价了 观察原物料，白银价格去年以来涨势凌厉，NY ...

（文章来源：每日经济新闻） 悦安新材（688786.SH）12月31日在投资者互动平台表示，尊敬的投资者，您好。公司生产的羰基铁粉 可应用于制造电感等电子元器件，相关部件广泛适配各类电子设备领域。关于该产品在磁悬浮列车领域 的具体应用场景，公司目前暂未掌握直接信息。感谢您的关注。 每经AI快讯，有投资者在投资者互动平台提问：羰基铁粉是否有应用于磁悬浮列车呢？ ...

Core Viewpoint - A major passive component manufacturer will moderately adjust prices for certain products starting January 1, 2026, with increases in resistors, inductors, and other components due to rising material costs and increased demand from AI applications [1] Group 1: Price Adjustments - The manufacturer will increase prices for conventional resistors and inductors, including magnetic beads and ferrite inductors, while other products like sensitive components, protective components, and ceramic capacitors will be adjusted based on material cost increases [1] - Domestic passive component manufacturers have implemented two price hikes in the fourth quarter, expanding the range of products and customers affected by these increases [1] Group 2: Market Dynamics - The price increases are primarily aimed at cost transmission, but the significant rise in passive component usage driven by AI is expected to enhance overall industry utilization rates [1] - Currently, passive component prices are at a low level, and with demand recovering alongside rising raw material prices, manufacturers are likely to have strong motivation for further price increases, potentially initiating a new price increase cycle [1]

Core Viewpoint - The company reported significant growth in its mid-year performance for 2020, with a notable increase in both revenue and net profit, driven by a swift recovery in operations and strong sales in new energy products [1] Financial Performance - The company achieved a revenue of 523 million yuan in the first half of 2020, representing a year-on-year growth of 12.45% [1] - The net profit attributable to shareholders reached 145 million yuan, marking a substantial increase of 342.02% compared to the same period last year [1] Business Segments - The company's revenue structure indicates that the magnetic components and switch power supply businesses generated revenues of 311 million yuan and 198 million yuan, respectively, with year-on-year growth rates of 14.25% and 12.29% [1] Geographic Distribution - Domestic sales accounted for 37.71% of total revenue, while export sales made up 62.29% [1]

智通财经APP讯，铂科新材(300811.SZ)公告，公司全资子公司铂科控股拟与钧崴电子全资子公司 TFTHK在中国香港共同出资成立合资公司。合资公司出资额拟定为1亿港元,其中,TFTHK认缴5100万港 元出资额,占合资公司51%持股比例,铂科控股认缴合资公司4900万港元出资额,占合资公司49%持股比 例。合资公司设立后，拟从事磁性材料、电感及电阻等元件的研发与销售。 ...

铂科新材（300811）(300811.SZ)公告，公司全资子公司铂科控股拟与钧崴电子（301458）全资子公司 TFTHK在中国香港共同出资成立合资公司。合资公司出资额拟定为1亿港元,其中,TFTHK认缴5100万港 元出资额,占合资公司51%持股比例,铂科控股认缴合资公司4900万港元出资额,占合资公司49%持股比 例。合资公司设立后，拟从事磁性材料、电感及电阻等元件的研发与销售。 ...

Core Viewpoint - The article discusses the ongoing price increases across the semiconductor supply chain, driven by rising raw material costs and surging demand from AI applications, leading to a widespread tightening of supply and price hikes across various components [3][4][6]. Group 1: Price Increases in PCB and Wafer Manufacturing - The price increase trend has spread to the PCB industry, with major players like 建滔 and 南亚 raising prices by 5% to 10% and 8% respectively due to rising raw material costs [8][9]. - TSMC has announced price hikes for advanced process nodes, with increases expected to be in the range of 8% to 10% starting in 2026, and potentially up to 50% for 2nm wafers [12][11]. Group 2: Storage Market Dynamics - The storage market is experiencing significant price increases, with DRAM and NAND prices rising by 20% to 30% due to AI demand and supply constraints [15][19]. - Major manufacturers like 三星 and SK海力士 have suspended pricing for certain products, indicating a tightening supply situation [17][18]. - Flash memory prices have surged, with companies like 闪迪 announcing a 50% increase in NAND flash contract prices [21]. Group 3: Passive Components Price Adjustments - Passive component manufacturers are also raising prices, with increases driven by raw material costs and heightened demand from AI applications [32][33]. - Companies like 国巨 and 风华高科 have issued price hikes for various components, with increases ranging from 5% to 30% [35][36]. Group 4: Power Devices and Other Components - The power semiconductor market is seeing price increases, particularly following the 安世事件, which has led to a surge in demand for alternative products [42][44]. - 华润微 has confirmed price increases for certain IGBT products, citing rising raw material costs and strong order performance as key factors [45]. Group 5: Market Sentiment and Future Outlook - The overall sentiment in the semiconductor market remains optimistic, with expectations of continued price increases and strong demand driven by AI and other emerging technologies [26][27][28]. - The storage market is anticipated to maintain a tight supply situation, with companies like 兆易创新 predicting further price increases in the coming quarters [23].

Summary of Key Points from Conference Call Records Industry Overview - **Copper Market**: Expected price increase to 120,000 CNY/ton due to lower global copper mine production growth compared to demand growth, leading to a persistent supply-demand gap. A weak dollar environment is favorable for copper's financial attributes [1][4][3] - **Aluminum Market**: Benefiting from domestic supply-side reforms and strong demand, with projected consumption growth of 1.5% to 2.3% for electrolytic aluminum by 2028. Raw material prices are relatively weak, but product prices remain strong, leading to substantial profits [1][4][5] - **Precious Metals Market**: Long-term outlook remains positive due to global financial order restructuring, dollar credit issues, and geopolitical factors supporting gold prices. Silver has seen rapid price increases, and attention is drawn to the gold-silver ratio recovery [1][6] - **Minor Metals**: Thorium and tantalum show investment potential, with thorium's supply-demand mismatch due to global energy shortages and nuclear power development. Tantalum prices are expected to recover due to export controls [1][7] - **New Materials**: Fields such as AI chips, inductors, capacitors, and new materials for robotics have significant growth potential, driven by expanding applications of emerging technologies [1][7] Steel Industry Insights - **Challenges and Opportunities**: The steel industry faces a contradiction between the increasing proportion of high-end products and supply surplus. Attention is needed on production restriction policies, new iron ore capacity releases, and cost changes. High-end special steel is expected to see development opportunities [1][13] - **Demand Structure Changes**: The demand for construction steel has significantly declined, with manufacturing becoming the primary growth point, accounting for over 50% of demand. Key sectors include machinery, automotive, and energy [1][21][22] - **Profit Influencing Factors**: Steel industry profits are influenced by cost factors (iron ore and coking coal prices), demand from real estate and manufacturing, and the effectiveness of production restriction policies [1][28] Market Projections - **Iron Ore Market**: Supply is expected to increase significantly in 2026, with new projects contributing substantial increments. Iron ore prices are projected to be under pressure, potentially dropping from approximately 101 USD to around 90 USD [2][26] - **Coking Coal Market**: Expected to remain stable in 2026 after significant fluctuations in 2025, with supply gradually recovering from various regions [2][27] Investment Strategies - **Investment Recommendations**: Investors are advised to focus on high-dividend, high-return leading companies across various sectors. Continuous monitoring of real estate sales and construction starts is crucial, along with the development potential in special steel [1][30]

Company Overview - The company is a high-tech enterprise specializing in the research, development, manufacturing, and sales of relays and transformers, ranking among the top in China's electronic components industry [2] - The company has established a comprehensive service system covering technology research and development, mold development, manufacturing, production, and after-sales service [2] Product Categories - The company's relay products include six main categories: general power relays, magnetic latching relays, automotive relays, new energy relays, photovoltaic relays, and signal relays, along with inductors and transformers [2] - Future focus will be on strengthening general power relays, magnetic latching relays, transformers, and magnetic materials, while maintaining profitability in automotive relays, new energy relays, and photovoltaic relays [2] Production Bases - The company has multiple production bases, including: - General power relays in Dongguan, Zhejiang, and Anhui [3] - Magnetic latching relays in Anhui [3] - Transformers and magnetic materials in Hebei [3] - High voltage DC relays, automotive relays, photovoltaic relays, and energy storage relays in Dongguan [3] - An overseas production base in Vietnam [3] Profit Margins - The general product segment has a lower gross margin, while the electric power, automotive, and new energy segments have relatively higher gross margins [3] Future Plans and Capacity Management - The company aims to enhance its capacity management system in the new energy sector, focusing on flexible production and intelligent upgrades to improve capacity utilization [4] - Future plans include: - Increasing R&D investment to strengthen core product areas and explore diversification [4] - Establishing sales companies or production bases in key overseas markets to boost international sales and market share [4] - Enhancing smart equipment design and manufacturing capabilities to adopt an automated and digital production model [4] - Integrating supply systems for key components to ensure quality and cost control [4]