10月13日，必易微涨0.78%，成交额7782.38万元。两融数据显示，当日必易微获融资买入额1000.82万 元，融资偿还1496.26万元，融资净买入-495.45万元。截至10月13日，必易微融资融券余额合计7064.30 万元。 融资方面，必易微当日融资买入1000.82万元。当前融资余额7064.30万元，占流通市值的4.17%，融资 余额超过近一年80%分位水平，处于高位。 融券方面，必易微10月13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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，深圳市必易微电子股份有限公司位于广东省深圳市南山区西丽街道西丽社区打石二路万科云 城六期一栋云中城B3303，成立日期2014年5月29日，上市日期2022年5月26日，公司主营业务涉及高性 能模拟及数模混合集成电路的设计和销售。主营业务收入构成为：AC-DC51.04%，驱动IC44.33%，DC- DC3.94%，其他(补充)0.48%，其他0.22%。 截至6月30日，必易微股东户数6014.00，较上期增加28.86%；人均 ...

必易微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：氮化镓、模拟芯片、智能家 居、芯片概念、集成电路等。 截至6月30日，必易微股东户数6014.00，较上期增加28.86%；人均流通股6267股，较上期减少20.74%。 2025年1月-6月，必易微实现营业收入2.83亿元，同比减少6.99%；归母净利润-881.46万元，同比增长 16.92%。 机构持仓方面，截止2025年6月30日，必易微十大流通股东中，诺安多策略混合A（320016）位居第六 大流通股东，持股31.21万股，为新进股东。招商量化精选股票发起式A（001917）、信澳新能源产业股 票A（001410）退出十大流通股东之列。 责任编辑：小浪快报 9月23日，必易微盘中下跌2.08%，截至09:44，报44.31元/股，成交1753.38万元，换手率1.04%，总市值 30.95亿元。 资金流向方面，主力资金净流出124.02万元，大单买入208.95万元，占比11.92%，卖出332.98万元，占 比18.99%。 必易微今年以来股价涨38.90%，近5个交易日跌4.48%，近20日跌2.01%，近60日涨27.77%。 ...

Company Overview - Biyimi Microelectronics Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 29, 2014. The company went public on May 26, 2022. Its main business involves the design and sales of high-performance analog and mixed-signal integrated circuits [2]. Stock Performance - As of September 22, Biyimi's stock price increased by 2.02%, reaching 45.40 CNY per share, with a trading volume of 38.28 million CNY and a turnover rate of 2.26%. The total market capitalization is 3.171 billion CNY [1]. - Year-to-date, the stock price has risen by 42.32%. In the last five trading days, it increased by 0.89%, while it decreased by 1.13% over the past 20 days and increased by 31.98% over the last 60 days [2]. Financial Performance - For the period from January to June 2025, Biyimi achieved operating revenue of 283 million CNY, a year-on-year decrease of 6.99%. The net profit attributable to shareholders was -8.81 million CNY, representing a year-on-year increase of 16.92% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Biyimi was 6,014, an increase of 28.86% from the previous period. The average number of circulating shares per shareholder was 6,267, a decrease of 20.74% [2]. - Among the top ten circulating shareholders, Noan Multi-Strategy Mixed A (320016) is the sixth largest shareholder with 312,100 shares, marking a new entry. Both China Merchants Quantitative Selected Stock Initiation A (001917) and Xin'ao New Energy Industry Stock A (001410) have exited the top ten circulating shareholders list [3]. Business Segmentation - The main business revenue composition of Biyimi is as follows: AC-DC accounts for 51.04%, Driver ICs 44.33%, DC-DC 3.94%, and other segments contribute 0.48% and 0.22% respectively [2]. - Biyimi operates within the Shenwan industry classification of Electronics - Semiconductors - Analog Chip Design, and is involved in concept sectors including Gallium Nitride, Smart Home, Analog Chips, Chip Concepts, and Integrated Circuits [2].

Company Overview - Biyimi Microelectronics Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 29, 2014. The company went public on May 26, 2022. Its main business involves the design and sales of high-performance analog and mixed-signal integrated circuits [2]. Stock Performance - As of September 19, Biyimi's stock price decreased by 2.01%, closing at 44.39 CNY per share, with a trading volume of 52.29 million CNY and a turnover rate of 3.08%. The total market capitalization is 3.1 billion CNY [1]. - Year-to-date, the stock price has increased by 39.15%. Over the past five trading days, it has risen by 0.07%, over the past 20 days by 3.35%, and over the past 60 days by 30.94% [2]. Financial Performance - For the period from January to June 2025, Biyimi achieved a revenue of 283 million CNY, a year-on-year decrease of 6.99%. The net profit attributable to shareholders was -8.81 million CNY, representing a year-on-year increase of 16.92% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Biyimi is 6,014, an increase of 28.86% from the previous period. The average number of circulating shares per shareholder is 6,267, a decrease of 20.74% [2]. - Among the top ten circulating shareholders, Noan Multi-Strategy Mixed A (320016) is the sixth largest shareholder with 312,100 shares, marking its entry as a new shareholder. Both China Merchants Quantitative Selected Stock Initiation A (001917) and Xin'ao New Energy Industry Stock A (001410) have exited the top ten circulating shareholders list [3]. Business Segmentation - The main revenue composition of Biyimi is as follows: AC-DC accounts for 51.04%, Driver ICs for 44.33%, DC-DC for 3.94%, and other segments contribute 0.48% and 0.22% respectively [2]. - Biyimi operates within the Shenwan industry classification of Electronics - Semiconductors - Analog Chip Design, and is involved in several concept sectors including Gallium Nitride, Smart Home, Chip Concept, Integrated Circuits, and Analog Chips [2].

Company Overview - Biyimi Microelectronics Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 29, 2014. The company went public on May 26, 2022. Its main business involves the design and sales of high-performance analog and mixed-signal integrated circuits [2]. Stock Performance - As of September 18, Biyimi's stock price increased by 2.14%, reaching 47.19 CNY per share, with a trading volume of 39.70 million CNY and a turnover rate of 2.27%. The total market capitalization is 3.296 billion CNY [1]. - Year-to-date, Biyimi's stock price has risen by 47.93%. In the last 5 trading days, it increased by 7.42%, in the last 20 days by 14.85%, and in the last 60 days by 41.03% [2]. Revenue and Profitability - For the period from January to June 2025, Biyimi achieved a revenue of 283 million CNY, a year-on-year decrease of 6.99%. The net profit attributable to the parent company was -8.81 million CNY, which represents a year-on-year increase of 16.92% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Biyimi was 6,014, an increase of 28.86% from the previous period. The average circulating shares per person decreased by 20.74% to 6,267 shares [2]. - Among the top ten circulating shareholders, Noan Multi-Strategy Mixed A (320016) is the sixth largest shareholder with 312,100 shares, marking a new entry. Both China Merchants Quantitative Selected Stock Initiation A (001917) and Xin'ao New Energy Industry Stock A (001410) have exited the top ten circulating shareholders list [3]. Business Segmentation - Biyimi's main business revenue composition is as follows: AC-DC accounts for 51.04%, Driver ICs 44.33%, DC-DC 3.94%, and other segments contribute 0.70% [2].

Group 1 - The core viewpoint of the news is that Biyimi's stock has shown significant growth this year, with a 40.60% increase, and recent trading activity indicates a mixed sentiment among investors [2][3] - As of September 12, Biyimi's stock price rose by 2.09% to 44.85 CNY per share, with a total market capitalization of 3.132 billion CNY [1] - The company's main business involves the design and sales of high-performance analog and mixed-signal integrated circuits, with revenue composition primarily from AC-DC (51.04%), driver ICs (44.33%), and DC-DC (3.94%) [2] Group 2 - Institutional holdings show that as of June 30, 2025, the sixth largest shareholder is Nuoan Multi-Strategy Mixed A, which holds 312,100 shares as a new shareholder [3] - The number of shareholders increased by 28.86% to 6,014 as of June 30, 2025, while the average circulating shares per person decreased by 20.74% to 6,267 shares [2] - For the first half of 2025, Biyimi reported a revenue of 283 million CNY, a year-on-year decrease of 6.99%, while the net profit attributable to the parent company was -8.8146 million CNY, reflecting a year-on-year increase of 16.92% [2]

Core Viewpoint - The stock of Biyimi Microelectronics has shown a mixed performance in recent trading sessions, with a notable increase in the year-to-date price, but a decline in the last five trading days [1][2]. Group 1: Stock Performance - As of September 5, Biyimi's stock price increased by 2.09% to 42.59 CNY per share, with a trading volume of 27.42 million CNY and a turnover rate of 1.73%, resulting in a total market capitalization of 2.974 billion CNY [1]. - Year-to-date, Biyimi's stock has risen by 33.51%, but it has decreased by 6.17% over the last five trading days, increased by 12.08% over the last 20 days, and increased by 34.23% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Biyimi reported operating revenue of 283 million CNY, a year-on-year decrease of 6.99%, while the net profit attributable to shareholders was -8.81 million CNY, reflecting a year-on-year increase of 16.92% [2]. - As of June 30, the number of shareholders increased by 28.86% to 6,014, while the average number of circulating shares per person decreased by 20.74% to 6,267 shares [2]. Group 3: Company Overview - Biyimi Microelectronics, established on May 29, 2014, and listed on May 26, 2022, is located in Nanshan District, Shenzhen, Guangdong Province, specializing in the design and sales of high-performance analog and mixed-signal integrated circuits [1]. - The company's main business revenue composition includes AC-DC at 51.04%, driver ICs at 44.33%, DC-DC at 3.94%, and other categories contributing 0.48% and 0.22% [1]. - Biyimi belongs to the semiconductor industry, specifically in the analog chip design sector, and is associated with concepts such as gallium nitride, smart home, semiconductor, chip concepts, and third-generation semiconductors [1].

Group 1 - The core viewpoint of the articles indicates that Biyimi has experienced fluctuations in stock performance and financing activities, with a slight decline in stock price and notable financing activities on August 28 [1] - As of August 28, Biyimi's financing balance reached 76.13 million yuan, accounting for 4.19% of its market capitalization, which is above the 90th percentile level over the past year, indicating a high level of financing [1] - The company reported a revenue of 283 million yuan for the first half of 2025, a year-on-year decrease of 6.99%, while the net profit attributable to shareholders was -8.81 million yuan, reflecting a year-on-year increase of 16.92% [2] Group 2 - Biyimi's main business involves the design and sales of high-performance analog and mixed-signal integrated circuits, with revenue composition being 51.04% from AC-DC, 44.33% from driver ICs, and 3.94% from DC-DC [1] - As of June 30, 2025, the number of shareholders increased by 28.86% to 6,014, while the average circulating shares per person decreased by 20.74% to 6,267 shares [2] - Notably, the sixth largest circulating shareholder is Nuoan Multi-Strategy Mixed A, which holds 312,100 shares as a new shareholder, while two other funds exited the top ten circulating shareholders [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自经济日报，谢谢。 国际金货价昨（21）日冲上每英两3,400美元新天价，半导体当中，用于面板驱动IC的金凸块封装 （gold bumping）制程因大量使用黄金作为原材料，金价一路飙高，国内两大面板驱动IC封测厂 颀邦、南茂「不忍了」，传近期同步调升报价，成为此波金价飙涨，半导体业者调高报价首例。 颀邦为全球最大专业驱动IC封测厂，终端客户包含苹果、索尼、京东方等国际大厂，掌握市场上 主要的金凸块封装制程订单。法人预计，这波金价上涨带来的材料成本调升，颀邦有机会反映在报 价上。 南茂在驱动IC封装制程同样手握不少订单，虽然代工价格不变，但同样可望调升封装报价。颀 邦、南茂等两大厂成为金价上涨带来涨价效益的半导体大厂。 法人指出，过去封测厂在驱动IC市场上价格竞争激烈，金价上涨可能使毛利率下滑，但现在因地 缘政治关系，专攻驱动IC厂商减少，厂商现在可以反映成本，降低黄金涨价对毛利率的冲击。 业界人士指出，晶圆凸块（wafer bumping）是在晶圆上所长的金属凸块，每个凸点皆是IC信号接 点。金属凸块多用于体积较小的封装产品上。凸块种类有金凸块、共晶锡铅 ...

Core Insights - The article discusses the recent surge in gold prices, which has reached a new high of $3,400 per ounce, impacting the semiconductor industry, particularly the panel driver IC packaging sector [1] - Major packaging companies, Chipbond and Nanmao, are expected to raise their prices in response to increased material costs due to rising gold prices [1] - The geopolitical situation has reduced competition among driver IC manufacturers, allowing them to pass on costs and mitigate the impact of rising gold prices on profit margins [1][2] Group 1: Price Adjustments and Market Dynamics - Chipbond, the largest driver IC packaging company, has significant orders from major clients like Apple and Sony, and is likely to reflect the increased material costs in its pricing [1] - Nanmao also holds substantial orders in the driver IC packaging process and is expected to adjust its packaging prices despite maintaining stable foundry prices [1] - The article notes that the price competition among packaging companies has been intense, but the current situation allows for cost reflection due to reduced competition [1][2] Group 2: Demand Surge and Financial Performance - The semiconductor industry is experiencing a surge in urgent orders, particularly from laptop brands, as companies prepare for potential tariffs and supply chain uncertainties [4] - Chipbond reported a consolidated revenue of 1.83 billion TWD in March, marking a 9.16% month-on-month increase and a 19.5% year-on-year increase, indicating a recovery in performance [4] - Nanmao also benefited from the surge in urgent orders, achieving a consolidated revenue of 2.03 billion TWD in March, a 15.7% month-on-month increase and a 5.09% year-on-year increase [5] Group 3: Future Outlook - Both companies anticipate that demand will become clearer in the second half of the year, with expectations of better performance compared to the first half [5] - However, Nanmao acknowledges the competitive challenges in the low-end product market and plans to carefully manage capital expenditures based on actual capacity utilization and customer demand [5]