11月21日，晶丰明源跌5.41%，截至发稿，报88.32元/股，成交5950.66万元，换手率0.74%，总市值 78.15亿元。 李睿累计任职时间277天，现任基金资产总规模1807.13万元，任职期间最佳基金回报28.73%， 任职期 间最差基金回报1.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，上海晶丰明源半导体股份有限公司位于中国(上海)自由贸易试验区申江路5005弄3号9-11层,2 号102单元，成立日期2008年10月31日，上市日期2019年10月14日，公司主营业务涉及拟半导体电源管 理类芯片的设计、研发与销售。主营业务收入构成为：LED照明驱动芯片51.44%，电机控制驱动芯片 26.21%，AC/DC电源芯片17.56%，高性能计算电源芯片4.76%，其他0.03%。 尚正研究睿选混合发起A（023397）基金经理为张志梅、李睿。 截至发稿，张志梅累计任职时间7年352天，现任基金资产总规模2.53亿元，任职期间最佳基金回报 ...

11月18日，晶丰明源盘中下跌2.05%，截至14:25，报95.70元/股，成交1.05亿元，换手率1.22%，总市值 84.69亿元。 资金流向方面，主力资金净流入843.63万元，特大单买入471.92万元，占比4.48%，卖出394.42万元，占 比3.75%；大单买入2605.76万元，占比24.75%，卖出1839.63万元，占比17.48%。 分红方面，晶丰明源A股上市后累计派现3.88亿元。近三年，累计派现4345.64万元。 机构持仓方面，截止2025年9月30日，晶丰明源十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股71.55万股，相比上期增加5.78万股。嘉实科技创新混合（007343）位居第八大流通股东， 持股52.79万股，相比上期减少88.21万股。嘉实创新先锋混合A（009994）位居第九大流通股东，持股 51.55万股，相比上期减少37.11万股。嘉实前沿科技沪港深股票A（004450）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，上海晶丰明源半导体股份有限公司位于中国(上海)自由贸易试验区申江路5005弄3号9-11层,2 号102单元，成立日期200 ...

Core Viewpoint - Jingfeng Mingyuan is a leading domestic analog chip design company specializing in semiconductor power management chips, with strong technical research and development capabilities [1] Group 1: Business Performance - In Q3 2025, Jingfeng Mingyuan reported revenue of 1.117 billion yuan, ranking 13th in the industry, with the industry leader, Weiting Technology, at 3.521 billion yuan [2] - The main business composition includes LED lighting driver chips at 376 million yuan (51.44%), motor control driver chips at 192 million yuan (26.21%), AC/DC power chips at 128 million yuan (17.56%), and high-performance computing power chips at 34.794 million yuan (4.76%) [2] - The net profit for the same period was 27.367 million yuan, ranking 14th in the industry, with the industry leader at 677 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 40.63%, up from 35.91% year-on-year, which is higher than the industry average of 16.92% [3] - The gross profit margin for Q3 2025 was 39.53%, an increase from 36.11% year-on-year, exceeding the industry average of 36.44% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 37.18% to 8,574, while the average number of circulating A-shares held per shareholder decreased by 27.11% [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and several mutual funds, with notable changes in their holdings [5] Group 4: Future Outlook - The company is expected to achieve net profits of 96 million yuan, 184 million yuan, and 260 million yuan from 2025 to 2027 [5] - The company plans to acquire 100% of Yichong Technology to enhance business synergy and revenue [6]

Core Viewpoint - The stock of Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. experienced a decline of 5.02% on October 17, with a trading price of 101.20 yuan per share and a total market capitalization of 8.955 billion yuan [1] Company Overview - Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. was established on October 31, 2008, and listed on October 14, 2019. The company is located in the China (Shanghai) Pilot Free Trade Zone [1] - The company's main business involves the design, research and development, and sales of semiconductor power management chips. The revenue composition is as follows: LED lighting driver chips 51.44%, motor control driver chips 26.21%, AC/DC power chips 17.56%, high-performance computing power chips 4.76%, and others 0.03% [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Shangzheng Fund holds a significant position in Jingfeng Mingyuan. The Shangzheng Research Selected Mixed Fund A (023397) held 8,249 shares in the second quarter, accounting for 6.8% of the fund's net value, making it the seventh-largest heavy stock [2] - The fund has an estimated floating loss of approximately 44,100 yuan as of the current trading day [2] Fund Manager Performance - The fund manager of Shangzheng Research Selected Mixed Fund A is Zhang Zhimei, who has been in the position for 7 years and 317 days, with a total fund asset size of 429 million yuan. The best fund return during her tenure is 121.21%, while the worst is -25.03% [3] - Co-manager Li Rui has been in the position for 242 days, managing assets totaling 10.6467 million yuan, with a best return of 38.55% and a worst return of 0.9% during his tenure [3]

Group 1 - The core point of the article highlights the recent decline in the stock price of Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd., which fell by 5.02% to 101.20 CNY per share, with a total market capitalization of 8.955 billion CNY [1] - The company specializes in the design, research, and sales of semiconductor power management chips, with its main revenue sources being LED lighting driver chips (51.44%), motor control driver chips (26.21%), AC/DC power chips (17.56%), high-performance computing power chips (4.76%), and others (0.03%) [1] - The company was established on October 31, 2008, and went public on October 14, 2019, located in the Shanghai Free Trade Zone [1] Group 2 - From the perspective of fund holdings, one fund under Dongcai has a significant position in Jingfeng Mingyuan, specifically the Dongcai Huixin Preferred Mixed Initiation A (019113), which held 4,900 shares, accounting for 4.72% of the fund's net value [2] - The fund has experienced a floating loss of approximately 26,200 CNY today, with a total fund size of 8.8871 million CNY and a year-to-date return of 12.7% [2] - The fund manager, Luo Shen, has been in position for 248 days, with the fund's total assets amounting to 30.0017 million CNY, achieving a best return of 13.25% and a worst return of -11.02% during his tenure [3]

Core Viewpoint - The stock of Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. experienced a decline of 5.05% on October 14, closing at 108.00 CNY per share, with a trading volume of 159 million CNY and a turnover rate of 1.61%, resulting in a total market capitalization of 9.557 billion CNY [1] Company Overview - Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. was established on October 31, 2008, and listed on October 14, 2019. The company is located in the China (Shanghai) Pilot Free Trade Zone [1] - The company's main business involves the design, research and development, and sales of semiconductor power management chips. The revenue composition is as follows: LED lighting driver chips 51.44%, motor control driver chips 26.21%, AC/DC power chips 17.56%, high-performance computing power chips 4.76%, and others 0.03% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Shangzheng Fund has a significant position in Jingfeng Mingyuan. The Shangzheng Research Selected Mixed Fund A (023397) held 8,249 shares in the second quarter, accounting for 6.8% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 47,300 CNY [2] - The Shangzheng Research Selected Mixed Fund A (023397) was established on February 18, 2025, with a latest scale of 10.5849 million CNY and a cumulative return of 43.27% since inception [2] - The fund managers are Zhang Zhimei and Li Rui. Zhang Zhimei has a tenure of 7 years and 314 days, managing assets totaling 429 million CNY, with the best fund return of 121.21% and the worst return of -21.22% during the tenure. Li Rui has a tenure of 239 days, managing assets of 10.6467 million CNY, with the best return of 42.71% and the worst return of 0.03% during the tenure [2]

Core Viewpoint - The stock of Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. experienced a decline of 5.13%, trading at 111.53 yuan per share, with a total market capitalization of 9.869 billion yuan as of October 10 [1]. Company Overview - Shanghai Jingfeng Mingyuan Semiconductor Co., Ltd. was established on October 31, 2008, and listed on October 14, 2019. The company is located in the China (Shanghai) Pilot Free Trade Zone [1]. - The company's main business involves the design, research and development, and sales of semiconductor power management chips [1]. Revenue Composition - The revenue composition of the company is as follows: - LED lighting driver chips: 51.44% - Motor control driver chips: 26.21% - AC/DC power chips: 17.56% - High-performance computing power chips: 4.76% - Others: 0.03% [1]. Fund Holdings - Taiping Fund has a significant holding in Jingfeng Mingyuan, with its Taiping Industry Select A fund (009537) holding 129,400 shares, accounting for 6.69% of the fund's net value, making it the fourth-largest holding [2]. - The fund has reported a floating loss of approximately 780,400 yuan as of the latest data [2]. Fund Performance - Taiping Industry Select A fund was established on September 1, 2020, with a current scale of 93.3723 million yuan. Year-to-date returns are 41.79%, ranking 1274 out of 4220 in its category [2]. - Over the past year, the fund achieved a return of 47.59%, ranking 942 out of 3852 in its category, and since inception, it has returned 18.58% [2]. Fund Manager Information - The fund manager of Taiping Industry Select A is Lin Kaisheng, who has been in the position for 8 years and 157 days. The total asset size of the fund is 396 million yuan, with the best return during his tenure being 83.66% and the worst being -12.31% [2].

Group 1 - The core point of the news is that Jingfeng Mingyuan's stock price dropped by 5.13% to 111.53 yuan per share, with a trading volume of 169 million yuan and a turnover rate of 1.68%, resulting in a total market capitalization of 9.869 billion yuan [1] - Jingfeng Mingyuan Semiconductor Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on October 31, 2008, with its listing date on October 14, 2019. The company specializes in the design, research, and sales of semiconductor power management chips [1] - The main business revenue composition includes: LED lighting driver chips at 51.44%, motor control driver chips at 26.21%, AC/DC power chips at 17.56%, high-performance computing power chips at 4.76%, and others at 0.03% [1] Group 2 - From the perspective of the top ten heavy stocks held by funds, it is noted that Shangzheng Fund has one fund heavily invested in Jingfeng Mingyuan. The Shangzheng Research Rui Xuan Mixed Initiation A (023397) held 8,249 shares in the second quarter, accounting for 6.8% of the fund's net value, making it the seventh-largest heavy stock [2] - The estimated floating loss for the fund today is approximately 49,700 yuan [2] - The fund manager of Shangzheng Research Rui Xuan Mixed Initiation A is Zhang Zhimei, who has a cumulative tenure of 7 years and 310 days, with the fund's total asset scale at 429 million yuan and the best fund return during the tenure being 121.21% [3]

Group 1 - The core viewpoint of the news is that Jingfeng Mingyuan's stock has seen a significant increase, with a rise of 5.64% to 109.60 CNY per share, and a total market capitalization of 9.65 billion CNY [1] - Jingfeng Mingyuan Semiconductor Co., Ltd. specializes in the design, research, and sales of semiconductor power management chips, with its main revenue sources being LED lighting driver chips (51.44%), motor control driver chips (26.21%), AC/DC power chips (17.56%), high-performance computing power chips (4.76%), and others (0.03%) [1] - The company is located in the Shanghai Free Trade Zone and was established on October 31, 2008, with its listing date on October 14, 2019 [1] Group 2 - Taiping Fund has a significant holding in Jingfeng Mingyuan, with its Taiping Industry Selection A fund (009537) holding 129,400 shares, accounting for 6.69% of the fund's net value, making it the fourth-largest holding [2] - The Taiping Industry Selection A fund has achieved a year-to-date return of 34.92% and a one-year return of 85.74%, ranking 1387 out of 4220 and 860 out of 3814 in its category, respectively [2] - The fund manager, Lin Kaisheng, has been in position for 8 years and 140 days, with the fund's total asset size at 396 million CNY and a best return of 81.84% during his tenure [3]

Group 1 - The company achieved a sales revenue of 731 million yuan in the first half of 2025, a decrease of 0.44% year-on-year, while the net profit attributable to shareholders increased by 151.67% to 15.76 million yuan [1][2] - The comprehensive gross profit margin for the company's main products was 39.60%, an increase of 4.18 percentage points compared to the same period last year [2][4] - The company completed the acquisition of the remaining 19.19% equity of Lingou Chuangxin, making it a wholly-owned subsidiary, which contributed to a 24.30% increase in revenue from motor control driver chips [7][6] Group 2 - The company reported a significant increase in revenue from high-performance computing power chips, with a year-on-year growth of 419.81% [4][7] - The company faced a 15.02% decline in sales revenue from its LED lighting business due to intense market competition, but maintained a leading position in smart LED lighting products [6][5] - The company is advancing its third-generation process research and development, with mass production expected in 2026 [7][6]