格隆汇1月29日｜燕东微公告，截至本公告日，持股5%以上股东北京亦庄国际投资发展有限公司持有 1.55亿股股票，占公司总股本10.83%，系IPO前取得。因自身经营管理需要，该股东拟自减持计划披露 之日起15个交易日后的2026年3月2日～2026年6月2日期间，通过集中竞价或大宗交易方式减持不超过 1427.62万股，减持比例不超过公司总股本1%。 ...

Group 1 - The core point of the news is that 43 stocks were listed on the institutional trading leaderboard, with 22 stocks experiencing net buying and 21 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions are: Purun Co., Ltd. (3.67 billion), Yandong Microelectronics (3.12 billion), and Kecuan Technology (1.45 billion) [1] - Yandong Microelectronics saw a net buying of 3.12 billion from five institutions, coinciding with a rising trend in semiconductor prices [3] Group 2 - The stock Purun Co., Ltd. (688766.SS) increased by 14.64% with 2 buyers and 0 sellers [2] - Yandong Microelectronics (688172.SS) rose by 17.56% with 4 buyers and 1 seller [2] - Kecuan Technology (603052.SS) experienced a 9.99% increase with 2 buyers and 0 sellers [2] Group 3 - Recent price hikes in the semiconductor sector include a 15% to 50% increase for MCU and Norflash products announced by Zhongwei Semiconductor [3] - Guokai Microelectronics issued a price increase notice for KGD products, with increases of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products [3] - The price of gold reached a historical high of 5300 USD/ounce, with a daily increase of over 2% [3]

Summary of Key Points Core Viewpoint - On January 28, a total of 49 stocks were involved with institutional investors, with 24 stocks showing net buying and 25 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Purun Co., Ltd. with a net buying amount of 367 million yuan, representing a daily increase of 14.64% [2]. - Yandong Microelectronics with a net buying amount of 312 million yuan, with a daily increase of 17.56% [2]. - Kecuan Technology with a net buying amount of 145 million yuan, showing a daily increase of 9.99% [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Chifeng Gold with a net outflow of 504 million yuan, with a daily increase of 10.00% [4]. - Haoxiangni with a net outflow of 107 million yuan, showing a daily decrease of 9.99% [4]. - Hongbaoli with a net outflow of 99 million yuan, with a daily increase of 4.80% [4].

Group 1 - The core viewpoint of the news is the strong performance of the semiconductor sector, particularly the "full-chip" ETF launched by Huabao, which has seen significant price increases in its initial days of trading [1][3] - The Huabao ETF, which tracks the Shanghai Stock Exchange's semiconductor index, includes 50 stocks related to semiconductor materials, equipment, design, manufacturing, and testing, with over 90% of its weight in core areas like integrated circuits and semiconductor equipment [3][6] - The index has shown a remarkable annualized return of 17.93% since its inception, outperforming other semiconductor indices, with a lower maximum drawdown, indicating a better risk-return profile [5][6] Group 2 - The semiconductor sector is experiencing a resurgence, driven by strong demand for analog chips and microcontrollers, particularly due to the ongoing construction of AI data centers [3] - Notable stocks within the ETF, such as Yandong Microelectronics, Naxin Micro, and SIRUI, have shown significant price increases, with Yandong Micro leading with a rise of over 10% [1][3] - A recent development from Peking University involves a new chip based on resistive random-access memory (RRAM), which reportedly enhances computing speed by approximately 12 times and energy efficiency by over 228 times compared to current advanced digital chips [2]

Group 1 - The core viewpoint of the news is the strong performance of the Sci-Tech Innovation Chip ETF (华宝, 589190), which saw a price increase of 2.72% on its first day and continued to rise by over 1.5% on the second day, indicating a bullish trend in the semiconductor sector [1][7]. - The ETF includes 50 stocks related to semiconductor materials, equipment, design, manufacturing, packaging, and testing, with over 90% of its weight in core areas like integrated circuits and semiconductor equipment, showcasing a comprehensive layout in the chip industry [3][10]. - The index tracked by the ETF has shown significant annualized returns of 17.93% since its inception, outperforming similar indices and demonstrating a better risk-reward ratio [12][13]. Group 2 - Key stocks within the ETF, such as 燕东微, 纳芯微, and 艾为电子, have shown strong gains, with 燕东微 leading with an increase of over 10% [1][7]. - Recent advancements in chip technology, such as a new chip developed by Peking University's AI Institute, have demonstrated a 12-fold increase in computing speed and over 228 times improvement in energy efficiency compared to current digital chips, indicating ongoing innovation in the sector [10][12]. - Positive signals from major overseas semiconductor companies, like Texas Instruments, indicate a strong recovery in demand for analog chips and microcontrollers, driven by the booming AI data center construction [3][10].

从燕东微十大流通股东角度 数据显示，嘉实基金旗下1只基金位居燕东微十大流通股东。嘉实上证科创板芯片ETF（588200）三季 度增持77.96万股，持有股数647.95万股，占流通股的比例为1.11%。根据测算，今日浮盈赚取约1282.94 万元。 1月27日，燕东微涨5.19%，截至发稿，报40.13元/股，成交4.79亿元，换手率1.61%，总市值572.90亿 元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模396.58亿。今年以来收益 16.96%，同类排名236/5548；近一年收益86.1%，同类排名163/4285；成立以来收益174.49%。 资料显示，北京燕东微电子股份有限公司位于北京市北京经济技术开发区经海四路51号，成立日期1987 年10月6日，上市日期2022年12月16日，公司主营业务涉及设计、生产和销售分立器件及模拟集成电 路、特种集成电路及器件;半导体开放式晶圆制造与封装测试服务。主营业务收入构成为：产品与方案 47.18%，制造与服务43.91%，其他5.79%，其他(补充)3.13%。 嘉实上证科创板芯片ETF（588200）基金经理为田 ...

Group 1 - The A-share market showed mixed performance on January 27, with the aerospace ETF (159227) experiencing a strong rally, rising by 1.63% and achieving a trading volume of 339 million yuan, leading its category [1] - The establishment of China's first Interstellar Navigation College by the University of Chinese Academy of Sciences focuses on advanced fields such as interstellar propulsion, deep space communication and navigation, and space science, aiming to cultivate versatile talents with solid foundations and strategic vision [1] - Dongxing Securities highlighted that during the 14th Five-Year Plan period, commercial aerospace will become a key driver for high-quality development in China's new productive forces and technology [1] Group 2 - The aerospace ETF (159227) closely tracks the National Securities Aerospace Index, covering leading companies across the entire industry chain, including fighter jets, aircraft engines, rockets, missiles, satellites, and radars, aligning perfectly with the "aerospace integration" strategic direction [2] - The ETF has a high commercial aerospace content of 70.19%, with top ten holdings including Aerospace Development, China Satellite, Aerospace Electronics, AVIC Aircraft, and AVIC High-Tech [2]

Summary of Key Points Core Viewpoint - Several shareholders from various companies are planning to reduce their stakes, indicating potential shifts in ownership and market dynamics [1]. Shareholder Reductions - Jianlong Micro-Nano's shareholder Shen Yunlong intends to conduct a block trade to reduce holdings by no more than 2 million shares [1]. - Kaipu Testing's chairman Yao Zhiqing plans to reduce his stake by no more than 3% [1]. - Yashi Chuangneng's shareholder Runhetongcai is set to passively reduce holdings by no more than 3% [1]. - Sun Cable's shareholder Yili Group aims to reduce its stake by no more than 3% [1]. - ST Taihe's Huayin Fund plans to reduce its holdings by no more than 3% [1]. - ST Sicor's Ningbo Tongtai and Ningbo Tongyuan Youbo intend to reduce their stakes by no more than 3% [1]. - Shanghai Yahong's shareholder Xie Yaming plans to reduce his stake by no more than 3% [1]. - Jianghang Equipment's Guoxin Capital intends to reduce its holdings by no more than 1% [1]. - Shengda Biological's Wan Jian Investment plans to reduce its stake by no more than 3% [1]. - Saitex New Materials' actual controller Wang Kunming will conduct a block trade to reduce 1.9998% of the company's shares [1]. - Yuanwang Valley's actual controller Xu Yusuo has reduced 303,130 shares [1]. - Honglida's Lai Anding has reduced 0.99% of the company's shares [1]. - Yandong Micro's Jing Guorui has cumulatively reduced 14,276,200 shares [1]. Other Notable Events - ST Jinggu's stock will be subject to delisting risk warning [1]. - ST Yingfituo's stock trading may also face delisting risk warning [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688172 证券简称：燕东微 公告编号：2026-005 北京燕东微电子股份有限公司 关于2025年限制性股票激励计划内幕信息知情人及激励对象买卖公司股票情况的自查报告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 北京燕东微电子股份有限公司（以下简称"公司"）于2025年12月30日召开了第二届董事会第二十次会 议，审议通过了《关于审议北京燕东微电子股份有限公司2025年限制性股票激励计划（草案）的议案》 及《关于审议北京燕东微电子股份有限公司2025年限制性股票激励计划激励对象的议案》等议案，具体 内容详见公司于2025年12月31日在上海证券交易所网站（www.sse.com.cn）上披露的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《上海证券交易所科创板股票上市规 则》《科创板上市公司自律监管指南第4号一一股权激励信息披露》等有关法律、法规和规范性文件的 相关规定，通过向中国证券登记结算有限责任公司上海分公司查询，公司对202 ...

证券日报网讯 1月26日，燕东微发布公告称，截至2026年1月26日，北京京国瑞国企改革发展基金（有 限合伙）通过集中竞价方式累计减持公司14，276，180股，占公司总股本1%，减持计划实施完毕，减 持后持股比例由5.88%降至4.88%。 （文章来源：证券日报） ...