资料显示，东芯半导体股份有限公司位于上海市青浦区徐泾镇诸光路1588弄虹桥世界中心L4A-F5，成 立日期2014年11月26日，上市日期2021年12月10日，公司主营业务涉及聚焦中小容量通用型存储芯片的 研发、设计和销售。主营业务收入构成为：NAND57.08%，MCP25.88%，DRAM10.43%，NOR6.15%， 其他(补充)0.25%，技术服务0.21%。 东芯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：GPU、车联网（车路 云）、中芯国际概念、汽车芯片、集成电路等。 截至9月30日，东芯股份股东户数5.13万，较上期增加168.45%；人均流通股8627股，较上期减少 62.75%。2025年1月-9月，东芯股份实现营业收入5.73亿元，同比增长28.09%；归母净利润-1.46亿元， 同比减少12.16%。 分红方面，东芯股份A股上市后累计派现1.35亿元。近三年，累计派现5572.35万元。 11月25日，东芯股份盘中上涨2.02%，截至10:08，报98.00元/股，成交6.83亿元，换手率1.59%，总市值 433.40亿元。 资金流向方面，主力资金净流出142 ...

November 20, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Investor feedback We address key investor questions amid the recent correction in old memory stock prices. We remain bullish on old memory and reiterate Winbond as our Top Pick. We are seeing a correction in the stock prices of old memory players. However, we continue to expect a structural DDR4 supply shortage and significant pricing upside, along with a widening undersupply gap in MLC NAND and NOR (link). We address key ...

Core Insights - Dongxin Semiconductor Co., Ltd. has experienced a significant stock price increase of 322.05% year-to-date, with a recent 12.40% rise over the last five trading days [1] - The company reported a revenue of 573 million yuan for the first nine months of 2025, reflecting a year-on-year growth of 28.09%, while the net profit attributable to shareholders was a loss of 146 million yuan, a decrease of 12.16% year-on-year [2] Financial Performance - As of November 21, Dongxin's stock price was 105.09 yuan per share, with a market capitalization of 46.476 billion yuan [1] - The company has seen a net outflow of 35.23 million yuan in principal funds, with large orders accounting for 44.16% of total buying and 46.13% of total selling [1] - Cumulative cash distribution since the A-share listing amounts to 135 million yuan, with 55.72 million yuan distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2] - Major shareholders include the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which holds 7.0325 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 3.6808 million shares [3]

11月19日，东芯股份盘中上涨2.00%，截至09:38，报110.95元/股，成交8.53亿元，换手率1.75%，总市 值490.68亿元。 东芯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：GPU、车联网（车路 云）、汽车芯片、集成电路、中芯国际概念等。 截至9月30日，东芯股份股东户数5.13万，较上期增加168.45%；人均流通股8627股，较上期减少 62.75%。2025年1月-9月，东芯股份实现营业收入5.73亿元，同比增长28.09%；归母净利润-1.46亿元， 同比减少12.16%。 分红方面，东芯股份A股上市后累计派现1.35亿元。近三年，累计派现5572.35万元。 机构持仓方面，截止2025年9月30日，东芯股份十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第三大流通股东，持股703.25万股，相比上期减少29.08万股。香港中央结算有限公司位居第五大流 通股东，持股368.08万股，为新进股东。南方中证1000ETF（512100）位居第七大流通股东，持股 283.14万股，相比上期减少3.05万股。国联安半导体ETF（512480）位居第十大流通 ...

Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On November 10, Mizuho analyst Vijay Rakesh reiterated an Outperform rating on Micron Technology, Inc. (NASDAQ:MU) with a price target of $265. This update came after virtual meetings with the company’s executives, including CFO Mark Murphy. Rakesh pointed out that demand for high bandwidth memory (HBM) looks strong through 2026 and 2027. The analyst also noted that around 40% of Micron Technology, Inc.’s ...

11月12日，东芯股份涨0.10%，成交额9.77亿元。两融数据显示，当日东芯股份获融资买入额9217.07万 元，融资偿还1.20亿元，融资净买入-2831.65万元。截至11月12日，东芯股份融资融券余额合计25.04亿 元。 分红方面，东芯股份A股上市后累计派现1.35亿元。近三年，累计派现5572.35万元。 融资方面，东芯股份当日融资买入9217.07万元。当前融资余额24.98亿元，占流通市值的6.27%，融资 余额超过近一年80%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，东芯股份十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第三大流通股东，持股703.25万股，相比上期减少29.08万股。香港中央结算有限公司位居第五大流 通股东，持股368.08万股，为新进股东。南方中证1000ETF（512100）位居第七大流通股东，持股 283.14万股，相比上期减少3.05万股。国联安半导体ETF（512480）位居第十大流通股东，持股211.44万 股，为新进股东。国联安中证全指半导体产品与设备ETF联接A（007300）、睿远成长价值混合A （007119）、华夏行 ...

Core Viewpoint - Dongxin Semiconductor Co., Ltd. is experiencing significant trading activity, with high financing and margin levels, indicating investor interest and potential volatility in the stock [1][2]. Financing Summary - On November 11, Dongxin's financing buy amounted to 124 million yuan, while financing repayment was 141 million yuan, resulting in a net financing outflow of 16.99 million yuan [1]. - The total financing and margin balance for Dongxin reached 2.533 billion yuan, with the financing balance accounting for 6.34% of the circulating market value, which is above the 80th percentile of the past year [1]. - The margin trading activity included a repayment of 2,300 shares and a sale of 6,399 shares, with a total selling amount of 576,200 yuan, indicating a high margin balance at 656,930 yuan, exceeding the 90th percentile of the past year [1]. Business Performance Summary - As of September 30, Dongxin reported a total of 51,300 shareholders, a 168.45% increase from the previous period, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2]. - For the first nine months of 2025, Dongxin achieved operating revenue of 573 million yuan, reflecting a year-on-year growth of 28.09%, but reported a net profit attributable to shareholders of -146 million yuan, a decrease of 12.16% year-on-year [2]. Dividend and Shareholder Information - Since its A-share listing, Dongxin has distributed a total of 135 million yuan in dividends, with 55.72 million yuan distributed over the past three years [3]. - As of September 30, 2025, notable institutional shareholders include the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which holds 7.0325 million shares, a decrease of 290,800 shares from the previous period [3]. - New institutional shareholders include Hong Kong Central Clearing Limited with 3.6808 million shares and Guolian An Semiconductor ETF with 2.1144 million shares [3].

Core Viewpoint - Dongxin Semiconductor Co., Ltd. has shown significant stock performance with a year-to-date increase of 281.04%, reflecting strong market interest and trading activity [1][2]. Company Overview - Dongxin Semiconductor, established on November 26, 2014, and listed on December 10, 2021, focuses on the research, design, and sales of general-purpose storage chips with a revenue composition of NAND (57.08%), MCP (25.88%), DRAM (10.43%), NOR (6.15%), and others [2]. - The company operates within the electronic semiconductor industry, specifically in digital chip design, and is involved in various concept sectors including automotive chips and consumer electronics [2]. Financial Performance - For the period from January to September 2025, Dongxin Semiconductor reported a revenue of 573 million yuan, marking a year-on-year growth of 28.09%, while the net profit attributable to shareholders was -146 million yuan, a decrease of 12.16% compared to the previous year [2]. - The company has distributed a total of 135 million yuan in dividends since its A-share listing, with 55.72 million yuan distributed over the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, with an average of 8,627 shares held per shareholder, a decrease of 62.75% [2]. - Notable institutional shareholders include the Harvest CSI Star Market Chip ETF, which is the third-largest shareholder, and new entrants like Hong Kong Central Clearing Limited and Guolian An Semiconductor ETF [3].

Core Insights - Dongxin Semiconductor Co., Ltd. experienced a stock price increase of 3.92% on November 6, with a trading volume of 1.751 billion yuan [1] - The company reported a financing buy-in of 214 million yuan and a net financing buy of 28.36 million yuan on the same day [1] - As of November 6, the total financing and securities lending balance for Dongxin was 2.503 billion yuan, indicating a high level of activity in the market [1] Financing Overview - On November 6, Dongxin's financing buy-in was 214 million yuan, with a financing balance of 2.499 billion yuan, representing 6.08% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of leverage [1] - In terms of securities lending, 14,600 shares were repaid, while 14,300 shares were sold, with a total selling amount of approximately 1.3261 million yuan [1] Company Performance - As of September 30, the number of shareholders for Dongxin increased by 168.45% to 51,300, while the average number of circulating shares per person decreased by 62.75% to 8,627 shares [2] - For the first nine months of 2025, Dongxin reported a revenue of 573 million yuan, a year-on-year increase of 28.09%, but a net profit attributable to shareholders of -146 million yuan, a decrease of 12.16% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Dongxin has distributed a total of 135 million yuan in dividends, with 55.7235 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders included notable ETFs, with the largest being the Harvest SSE STAR Chip ETF, holding 7.0325 million shares, a decrease of 290,800 shares from the previous period [3] - New shareholders included Hong Kong Central Clearing Limited and Guolian An Semiconductor ETF, while several other funds exited the top ten shareholder list [3]

Core Viewpoint - Dongxin Semiconductor Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 267.67% but a recent decline of 15.49% over the past five trading days [1] Company Overview - Dongxin Semiconductor, established on November 26, 2014, and listed on December 10, 2021, focuses on the research, design, and sales of general-purpose storage chips [2] - The company's revenue composition includes NAND (57.08%), MCP (25.88%), DRAM (10.43%), NOR (6.15%), and other services (0.46%) [2] - As of September 30, 2025, the company had 51,300 shareholders, a 168.45% increase from the previous period, with an average of 8,627 circulating shares per shareholder, down 62.75% [2] Financial Performance - For the period from January to September 2025, Dongxin Semiconductor reported revenue of 573 million yuan, a year-on-year increase of 28.09%, while the net profit attributable to shareholders was -146 million yuan, a decrease of 12.16% year-on-year [2] - The company has distributed a total of 135 million yuan in dividends since its A-share listing, with 55.72 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include notable entities such as the Harvest SSE STAR Chip ETF, which holds 7.03 million shares, a decrease of 290,800 shares from the previous period [3] - New shareholders include Hong Kong Central Clearing Limited, holding 3.68 million shares, and Guolian An Semiconductor ETF, holding 2.11 million shares [3]