来源：新浪证券-红岸工作室 10月10日，汇成股份跌2.14%，成交额11.48亿元，换手率7.10%，总市值164.64亿元。 异动分析 5、根据2024年年报，公司海外营收占比为54.15%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1.27亿，占比0.11%，行业排名121/165，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-205.43亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1.27亿-1295.32万2420.82万1.43亿2.65亿 主力持仓 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告：公司投 ...

资料显示，气派科技股份有限公司位于广东省东莞市石排镇气派科技路气派大厦，成立日期2006年11月 7日，上市日期2021年6月23日，公司主营业务涉及集成电路的封装、测试。主营业务收入构成为：集成 电路封装测试87.52%，功率器件封装测试6.54%，其他5.20%，晶圆测试0.74%。 10月9日，气派科技涨0.15%，成交额1.13亿元。两融数据显示，当日气派科技获融资买入额1499.71万 元，融资偿还1293.93万元，融资净买入205.78万元。截至10月9日，气派科技融资融券余额合计1.21亿 元。 融资方面，气派科技当日融资买入1499.71万元。当前融资余额1.21亿元，占流通市值的4.24%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，气派科技10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量200.00股，融券余额5396.00元，超过近一年70%分位水平，处于较高位。 截至8月8日，气派科技股东户数6599.00，较上期减少0.02%；人均流通股16106股，较上期增加0.02%。 2025年1月-6月，气派科技实现营业收入3 ...

Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and testing services for integrated circuits, benefiting from the depreciation of the RMB and increasing demand in the semiconductor industry [2][3]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022. Its main business focuses on gold bumping technology and comprehensive testing services for display driver chips, with 90.25% of revenue coming from this segment [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit of 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has invested 89.41 million yuan in R&D during the reporting period, a 13.38% increase compared to the previous year [2]. Market Activity - On September 30, the stock price of the company increased by 2.54%, with a trading volume of 1.158 billion yuan and a turnover rate of 7.13%, leading to a total market capitalization of 16.258 billion yuan [1]. - The average trading cost of the stock is 15.61 yuan, with the stock currently near a resistance level of 20.05 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per shareholder, an increase of 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].

Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and semiconductor testing services, benefiting from the depreciation of the RMB and increasing demand in the industry. Group 1: Company Performance - On September 26, the company's stock rose by 3.96%, with a trading volume of 1.191 billion yuan and a turnover rate of 7.35%, bringing the total market capitalization to 15.897 billion yuan [1] - For the first half of 2025, the company achieved operating revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit attributable to shareholders of 96.0398 million yuan, up 60.94% year-on-year [7] - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8] Group 2: Industry Position and Strategy - The company specializes in high-end advanced packaging testing services for integrated circuits, with its main products being integrated circuit packaging and testing [2] - The company is focusing on advanced packaging technologies, including Chiplet, Fan-out, 2.5D/3D, and SiP, and has invested significantly in R&D, with expenditures of 89.4069 million yuan, a 13.38% increase from the previous year [2][3] - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3] Group 3: Shareholder and Market Dynamics - As of June 30, 2025, the number of shareholders was 20,300, a decrease of 0.64%, with an average of 28,512 circulating shares per person, an increase of 0.65% [7] - The main capital inflow for the stock today was 38.7488 million yuan, accounting for 0.03% of the total, with no significant trend in major capital movements observed [4][5]

Group 1 - The core viewpoint of the news is that Tongfu Microelectronics has experienced significant stock price increases and notable trading activity, indicating strong market interest and performance in the semiconductor packaging and testing sector [1][2][3] - As of September 26, Tongfu Microelectronics' stock price was 38.01 yuan per share, with a market capitalization of 57.684 billion yuan and a trading volume of 2.183 billion yuan [1] - The company has seen a year-to-date stock price increase of 28.83%, with a 51.49% rise over the past 60 days [1] Group 2 - For the first half of 2025, Tongfu Microelectronics reported revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit attributable to shareholders of 412 million yuan, up 27.72% [2] - The company has distributed a total of 4.54 billion yuan in dividends since its A-share listing, with 2.33 billion yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 6.46% to 276,000, while the average number of tradable shares per shareholder increased by 6.90% to 5,497 shares [2][3]

来源：新浪证券-红岸工作室 9月25日，汇成股份跌0.05%，成交额11.24亿元，换手率7.44%，总市值152.92亿元。 异动分析 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告：公司投入大量资金持续建设研发中心、吸纳技术人才，研发凸块制造技术及车 规级芯片、存储芯片等其他细分领域封装技术。 本报告期研发投入 8,940.69万元，较上年同期增长 13.38%。 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 区间今日近3日近5日近10日近 ...

Core Viewpoint - Huatian Technology announced plans to issue shares and cash to acquire assets and raise supporting funds, involving a related party transaction with Huayi Microelectronics, a subsidiary of its controlling shareholder, Tianshui Huatian Electronics Group. The transaction is not expected to constitute a major asset restructuring or a reverse listing but is classified as a related party transaction [1]. Group 1: Transaction Details - The transaction involves Huayi Microelectronics, which has previously attempted an IPO but failed in June 2023. The company specializes in the research, production, and sales of semiconductor power devices [2][4]. - Huatian Technology has signed a share acquisition intention agreement with the main transaction counterparties and will suspend trading from September 25, 2025, with a plan to disclose the transaction scheme within 10 trading days [1]. Group 2: Financial Performance of Huayi Microelectronics - Huayi Microelectronics reported revenues of 847 million yuan, 1.16 billion yuan, and 1.16 billion yuan for the years 2020, 2021, and 2022, respectively. However, it experienced a net profit decline, with a loss of 43.21 million yuan in 2022 [4][5]. - The company’s financial struggles are evident, as it failed to respond to the first round of inquiries during its IPO process, leading to the termination of its IPO in June 2024 [2][4]. Group 3: Financial Performance of Huatian Technology - Huatian Technology's revenue grew from 12.1 billion yuan in 2021 to 14.46 billion yuan in 2024, but its net profit decreased from 1.416 billion yuan to 616 million yuan during the same period. The net profit, excluding non-recurring gains and losses, fell from 1.1 billion yuan to 33.42 million yuan, with a loss of 308 million yuan in 2023 [7][8]. - In the first half of 2025, Huatian Technology reported a net profit of 227 million yuan, but continued to incur losses when excluding non-recurring gains and losses [9][10]. Group 4: Government Support and Shareholder Information - Huatian Technology's financial performance heavily relies on government subsidies and tax incentives, which amounted to approximately 360 million yuan and 66.58 million yuan, respectively, in the first half of 2025 [11]. - As of June 30, 2025, Huatian Technology had over 400,000 shareholders, indicating a broad base of retail investors [14][16].

Group 1 - Huatian Technology is planning to acquire Huayi Microelectronics, a subsidiary of its controlling shareholder, Tianshui Huatian Electronics Group [1][2] - The acquisition is expected to involve issuing shares and cash payments, along with raising supporting funds, and is classified as a related party transaction [1] - Huatian Technology's stock will be suspended from trading starting September 25, 2025, with a transaction plan to be disclosed within 10 trading days [1] Group 2 - Huayi Microelectronics had a failed IPO attempt in June 2023, which was terminated due to a lack of response to initial inquiries from the Shanghai Stock Exchange [2][4] - The company specializes in the research, production, and sales of semiconductor power devices, and has a dual-driven business strategy of design and packaging testing [4] - Financial data from 2020 to 2022 shows Huayi Microelectronics' revenue was 847 million yuan, 1.16 billion yuan, and 1.16 billion yuan, with net profits of 41.63 million yuan, 88.13 million yuan, and a loss of 43.21 million yuan respectively [4][5] Group 3 - Huatian Technology, established in December 2003 and listed in November 2007, primarily engages in integrated circuit packaging and testing, with over 99% of its revenue coming from this segment [5][6] - From 2021 to 2024, Huatian Technology's revenue grew from 12.1 billion yuan to 14.46 billion yuan, while net profit declined from 1.416 billion yuan to 616 million yuan [6][7] - The company's financial performance heavily relies on government subsidies and tax incentives, with significant amounts reported in recent financial statements [8][9] Group 4 - As of September 24, 2025, Huatian Technology's stock price was 11.78 yuan per share, giving it a market capitalization of approximately 38 billion yuan [10] - The company has over 400,000 shareholders as of June 30, 2025 [12]

龙头点睛：光刻胶板块掀起涨停潮 今日（9月24日）28股封单资金均超过1亿元。 涨停战场：3股封单资金均超5亿元 据证券时报·数据宝统计，从收盘涨停板封单量来看，蓝丰生化（002513）、启迪环境（000826）、华 软科技（002453）排名前三，封单量依次为51.82万手、36.68万手、33.88万手；TCL中环（002129）、 杭钢股份（600126）、渝开发（000514）、红豆股份（600400）紧随其后，封单量均在20万手以上。 从连续涨停天数看，华软科技斩获4连板；蓝丰生化、联美控股（600167）、向日葵实现3连板；另有张 江高科（600895）、立昂微（605358）、长川科技（300604）、南京港（002040）等2连板。 以封单金额计算，今日28股封单资金均超过1亿元。北方华创（002371）、通富微电（002156）、张江 高科排名前三，依次为8.74亿元、6.03亿元、5.03亿元；立昂微、蓝丰生化、长川科技、华软科技随 后，封单资金均在3亿元及以上。 北方华创最新收盘价为460.68元/股，1.9万手封单。盘后龙虎榜数据显示，今日合计净卖出8662万元。 深股通买入8.15亿 ...

Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and semiconductor testing services, benefiting from the depreciation of the RMB and increasing demand in the OLED and storage chip sectors [2][3]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022. Its main business focuses on gold bumping technology and comprehensive testing services for display driver chips, with 90.25% of revenue coming from this segment [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, a year-on-year increase of 28.58%, and a net profit of 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has invested 89.41 million yuan in R&D, a 13.38% increase compared to the previous year [2]. Market Activity - On September 23, the company's stock rose by 3.22%, with a trading volume of 809 million yuan and a turnover rate of 6.30%, bringing the total market capitalization to 13.208 billion yuan [1]. - The average trading cost of the stock is 13.78 yuan, with a recent price approaching a resistance level of 16.27 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per person, an increase of 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].