1月7日，晶晨股份盘中下跌2.10%，截至13:05，报91.22元/股，成交5.15亿元，换手率1.32%，总市值 384.19亿元。 晶晨股份今年以来股价涨4.57%，近5个交易日涨5.46%，近20日跌0.20%，近60日跌13.66%。 机构持仓方面，截止2025年9月30日，晶晨股份十大流通股东中，兴全合润混合A（163406）位居第三 大流通股东，持股1823.40万股，相比上期减少130.83万股。易方达上证科创板50ETF（588080）位居第 四大流通股东，持股1217.68万股，相比上期减少177.25万股。华夏上证科创板50成份ETF（588000）位 居第五大流通股东，持股1192.08万股，相比上期减少651.53万股。香港中央结算有限公司位居第六大流 通股东，持股1191.94万股，相比上期减少222.78万股。兴全合宜混合A（163417）位居第八大流通股 东，持股896.14万股，相比上期减少55.65万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股 东，持股765.29万股，相比上期减少34.00万股。兴全商业模式混合(LOF)A（163415）位居第十大流通 ...

永赢上证科创板人工智能指数发起A（024774）基金经理为张璐。 截至发稿，张璐累计任职时间6年159天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 150.95%， 任职期间最差基金回报-60.31%。 1月5日，晶晨股份涨5.07%，截至发稿，报91.65元/股，成交9.21亿元，换手率2.42%，总市值386.00亿 元。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0.02%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓晶晨股份。永赢上证科创板人工智能指数发起A（024774）三季 度持有股数15.04万股，占基金净值比例为6.04%，位居第六大重仓股。根据测算，今日浮盈赚取约 66.46万元。 永赢上证科创板人工智能指数发起A（024774）成立日期2025年8月12日，最新规模6300.89万。成立以 ...

12月26日，晶晨股份盘中下跌2.01%，截至11:16，报87.30元/股，成交3.66亿元，换手率0.98%，总市值 367.68亿元。 晶晨股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：端侧AI、算力概念、人工 智能、SOC芯片、NPU等。 截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同比增长 17.51%。 分红方面，晶晨股份A股上市后累计派现2.57亿元。近三年，累计派现2.08亿元。 机构持仓方面，截止2025年9月30日，晶晨股份十大流通股东中，兴全合润混合A（163406）位居第三 大流通股东，持股1823.40万股，相比上期减少130.83万股。易方达上证科创板50ETF（588080）位居第 四大流通股东，持股1217.68万股，相比上期减少177.25万股。华夏上证科创板50成份ETF（588000）位 居第五大流通股东，持股1192.08万股，相比上期减少651.53万股。香港中央结算有限公司位居 ...

12月22日，晶晨股份盘中上涨2.04%，截至11:00，报86.88元/股，成交3.44亿元，换手率0.95%，总市值 365.91亿元。 资金流向方面，主力资金净流入2598.61万元，特大单买入2786.66万元，占比8.11%，卖出2171.02万 元，占比6.31%；大单买入9137.55万元，占比26.58%，卖出7154.57万元，占比20.81%。 晶晨股份今年以来股价涨26.50%，近5个交易日涨1.32%，近20日跌6.30%，近60日跌4.53%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0.02%。 截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同 ...

晶晨股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：端侧AI、NPU、WIFI概 念、SOC芯片、算力概念等。 截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同比增长 17.51%。 分红方面，晶晨股份A股上市后累计派现2.57亿元。近三年，累计派现2.08亿元。 12月18日，晶晨股份盘中下跌2.01%，截至10:13，报83.68元/股，成交1.74亿元，换手率0.49%，总市值 352.43亿元。 资金流向方面，主力资金净流出854.14万元，特大单买入454.58万元，占比2.61%，卖出1712.96万元， 占比9.84%；大单买入4289.91万元，占比24.65%，卖出3885.68万元，占比22.33%。 晶晨股份今年以来股价涨21.84%，近5个交易日跌2.24%，近20日跌5.72%，近60日跌12.28%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5 ...

Core Viewpoint - Jingchen Semiconductor (Zhuhai) Co., Ltd., a wholly-owned subsidiary of Jingchen Co., Ltd. (688099.SH), has been established in Zhuhai to focus on semiconductor manufacturing and design, enhancing the company's operational efficiency and customer proximity [1][4]. Company Summary - Jingchen Co., Ltd. is a semiconductor system design company listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, primarily engaged in the research, design, and sales of system-level SoC chips and peripheral chips [3]. - The company’s product line includes smart set-top boxes, smart displays, AI smart terminals, wireless connectivity, and in-vehicle infotainment, serving various domestic and international brands [3]. Industry Context - The semiconductor industry is experiencing increasing demands for power consumption, reliability, and cost control in the manufacturing of discrete and lighting devices, driven by the upgrade of multimedia smart terminals and AIoT applications [4]. - The establishment of the new entity in Zhuhai is expected to enhance Jingchen's domestic supply chain and create synergies with existing SoC products and customer resources, improving overall solution capabilities [4].

Group 1 - The core point of the article highlights the decline in the stock price of Jingchen Semiconductor, which fell by 5.03% to 90.22 CNY per share, with a trading volume of 1.364 billion CNY and a turnover rate of 3.50%, resulting in a total market capitalization of 37.998 billion CNY [1] - Jingchen Semiconductor, established on July 11, 2003, and listed on August 8, 2019, specializes in the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] - A fund under Yinhua Fund has heavily invested in Jingchen Semiconductor, with the Sci-Tech Innovation Board AI fund increasing its holdings by 49.84 thousand shares in the third quarter, bringing the total to 127.89 thousand shares, which constitutes 6.11% of the fund's net value, making it the sixth-largest holding [2] Group 2 - The Sci-Tech Innovation Board AI fund, established on January 6, 2025, has a current size of 2.326 billion CNY and has achieved a return of 48.82% since its inception [3] - The fund manager of the Sci-Tech Innovation Board AI fund is Tan Yuefeng, who has been in the position for 3 years and 335 days, managing a total asset size of 10.674 billion CNY, with the best fund return during his tenure being 51.77% and the worst being -44.45% [4]

Group 1 - The core viewpoint of the news is that 晶晨股份 (Amlogic) has seen a significant stock price increase of 5.15%, reaching 84.28 yuan per share, with a trading volume of 459 million yuan and a market capitalization of 35.496 billion yuan [1] - 晶晨股份 is primarily engaged in the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] - The company was established on July 11, 2003, and went public on August 8, 2019, indicating a relatively recent entry into the public market [1] Group 2 - 永赢基金 has a significant holding in 晶晨股份, with its fund 永赢上证科创板人工智能指数发起A (024774) holding 150,400 shares, accounting for 6.04% of the fund's net value, making it the sixth-largest holding [2] - The fund has a total size of 63.089 million yuan and has achieved a return of 9.49% since its inception on August 12, 2025 [2] - The fund manager, 张璐, has been in the position for 6 years and 111 days, overseeing assets totaling 22.921 billion yuan, with the best and worst fund returns during her tenure being 108.47% and -60.31%, respectively [2]

Core Viewpoint - The stock of Amlogic Co., Ltd. experienced a decline of 2.01% on November 11, with a trading price of 82.48 yuan per share and a market capitalization of 34.732 billion yuan, indicating a mixed performance in recent trading days [1] Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion yuan, representing a year-on-year growth of 9.29%, and a net profit attributable to shareholders of 698 million yuan, reflecting a year-on-year increase of 17.51% [2] Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Amlogic was 21,900, a decrease of 1.08% from the previous period, with an average of 19,200 circulating shares per shareholder, which is an increase of 1.09% [2] - The stock has seen a net outflow of 20.8073 million yuan in principal funds, with significant buying and selling activity from large orders [1] Dividend Distribution - Amlogic has distributed a total of 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3] Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, several institutional investors have reduced their holdings, including Xingquan Helun Mixed A and E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF [3]

Core Viewpoint - The stock of Amlogic Co., Ltd. has shown a mixed performance in recent trading sessions, with a year-to-date increase of 26.15% but a decline of 19.33% over the past 20 days, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion yuan, representing a year-on-year growth of 9.29%. The net profit attributable to shareholders was 698 million yuan, reflecting a growth of 17.51% compared to the previous year [2]. - Cumulatively, the company has distributed 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Amlogic decreased to 21,900, a reduction of 1.08% from the previous period. The average number of circulating shares per shareholder increased by 1.09% to 19,200 shares [2]. - The stock's trading activity on November 7 showed a net inflow of 18.48 million yuan from main funds, with significant buying and selling activity from large orders [1].