格隆汇2月24日｜甬矽电子(688362.SH)公告称，2025年实现营业总收入44.00亿元，较上年同期增长 21.92%；归属于母公司所有者的净利润8224万元，同比增长23.99%。公司表示，业绩增长主要受益于 行业景气度提升、产品线建设优化、客户群拓展以及规模化效应显现。 ...

证券代码：688362 证券简称：甬矽电子 公告编号：2026-009 债券代码：118057 债券简称：甬矽转债 甬矽电子（宁波）股份有限公司 2025年年度业绩快报公告 本公司董事会及全体董事保证本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。 。 本公告所载甬矽电子（宁波）股份有限公司（以下简称"公司"）2025年度主要 财务数据为初步核算数据，未经会计师事务所审计，具体数据以公司2025年年度报告 为准，敬请投资者注意投资风险。 1、报告期的经营情况、财务状况 报告期内，公司实现营业收入4,400,450,244.88元，较上年同期增长21.92%；实现 营业利润35,415,338.32元，较上年同期增长75.66%；实现归属于母公司所有者的净利 润82,240,263.81元，较上年同期增长23.99%；实现归属于母公司所有者的扣除非经常 性损益的净利润-44,451,884.11元，较上年同期变动19,139,260.84元。 报告期末，公司总资产15,222,131,518.76元，较本报告期初增长11.47%；归属于 母公司的所有者 ...

每经AI快讯，2月24日，甬矽电子(688362.SH)公告称，2025年实现营业总收入44.00亿元，较上年同期增 长21.92%；归属于母公司所有者的净利润8224万元，同比增长23.99%。公司表示，业绩增长主要受益 于行业景气度提升、产品线建设优化、客户群拓展以及规模化效应显现。 ...

甬矽电子公告，2025年度实现营业总收入44亿元，同比增长21.92%；净利润为8224.03万元，同比增长 23.99%。报告期内，公司实现营业收入44亿元，较上年同期增长21.92%；实现营业利润3541.53万元， 较上年同期增长75.66%；实现归属于母公司所有者的净利润8224.03万元，较上年同期增长23.99%。 ...

内容概要：集成电路封测是半导体产业链后道核心工序，涵盖封装与测试两大环节，核心价值是实现芯 片的"可使用性"与"品质确定性"，广泛支撑各类电子设备领域。作为我国战略性、基础性产业，该行业 持续获得国家多项政策支持，为技术突破与市场拓展提供保障。全球范围内，封测行业市场规模呈波动 扩张态势，产能已向亚洲新兴市场转移，形成中国台湾、中国大陆、美国三足鼎立格局，头部企业集聚 效应显著，先进封装成为后摩尔时代核心增长驱动力，细分领域中倒装芯片规模最大，芯粒多芯片集成 封装增长最快。中国大陆封测市场稳步发展，虽仍以传统封装为主，但先进封装领域追赶势头强劲，凭 借庞大消费市场与国产替代需求，增长潜力突出，且在全球前十大封测企业中占据重要地位。未来，中 国封测行业将朝着高端化、协同化、差异化方向发展，聚焦先进封装技术攻关，深化产业链协同，完善 国产化生态，实现高质量发展。 上市企业：长电科技（600584.SH）、通富微电（002156.SZ）、华天科技（002185.SZ）、甬矽电子 （688362.SH）、颀中科技（688352.SH）、伟测科技（688372.SH）、晶方科技（603005.SH） 相关企业：盛合晶微 ...

Group 1 - The core viewpoint of the news highlights the significant surge in Chinese AI model stocks, particularly with companies like Zhiyu and MiniMax experiencing substantial price increases, with Zhiyu rising over 130% in five trading days and MiniMax increasing over 40% in the same period [1] - The launch of new AI models such as GLM-5 by Zhiyu and Minimax 2.5 by MiniMax is expected to drive further interest and investment in the sector, with additional models from Alibaba and ByteDance anticipated to be released around the Chinese New Year [1] - Korean retail investors are actively purchasing Chinese AI model stocks, indicating a shift in investment preferences towards emerging technology companies, as evidenced by their buying patterns in the Hong Kong stock market [2][4] Group 2 - Data from the Korea Securities Depository shows that Korean investors have favored stocks like MiniMax and various ETFs related to Chinese technology and semiconductors, reflecting a strong interest in these sectors [2][3] - The Korean stock market has seen a remarkable increase, with the composite index rising by 130% since 2025, largely driven by a few major stocks like Samsung Electronics and SK Hynix, which have contributed significantly to the overall market performance [6][7] - The trend of Korean retail investors converting their currency to invest in foreign markets, including the Chinese stock market, has raised concerns about the depreciation of the Korean won, as highlighted by the Bank of Korea [10][11]

Core Insights - Korean investors have shown significant interest in various stocks and ETFs in the Hong Kong Stock Exchange, with the top ten purchases reflecting a diverse investment strategy [1][3] Investment Highlights - The top purchase by Korean investors is MiniMax-WP, with an investment amount of 20.67 million USD [1][3] - The second highest is the 华夏沪深300ETF, attracting 19.18 million USD [1][3] - 澜起科技 follows closely with an investment of 18.65 million USD [1][3] - 安硕恒生科技ETF received 7.36 million USD from Korean investors [1][3] - 南方东英每日杠杆三星电子 saw an investment of 7.33 million USD [1][3] - 英诺赛科 attracted 4.17 million USD in purchases [1][3] - Premia中国科创50ETF received 3.38 million USD [1][3] - 药明合联 was purchased for 3.13 million USD [1][3] - 歌礼制药 saw investments totaling 2.45 million USD [1][3] - Global X中国半导体ETF attracted 2.07 million USD [1][3]

兆易创新：公司是全球唯一一家在NOR Flash、SLC NAND Flash、利基型DRAM和MCU领域均排名全 球前十的集成电路设计公司。 东海证券研报指出，全球半导体需求持续改善，PC、智能手机保持小幅增长，TWS耳机、可穿戴腕式 设备、智能家居快速增长，AI服务器与新能源车保持高速增长。供给端看，尽管企业库存水位较高且 仍在上升，但AI带来的部分细分市场需求高增，使得上游晶圆代工厂有所提价。长期看，半导体国产 化有望继续加速，细分板块龙头标的值得逢低关注。 *免责声明：文章内容仅供参考，不构成投资建议 公司方面，据上证报表示， *风险提示：股市有风险，入市需谨慎 美国半导体行业协会（SIA）2月6日表示，今年全球半导体销售额预计将达到1万亿美元。SIA称，2025 年全球半导体销售额为7917亿美元，同比增长25.6%。这一迅猛增长预计将持续到今年，因为全球各大 科技公司正斥资数千亿美元建设AI数据中心。 甬矽电子：公司从成立之初就聚焦集成电路中高端及先进晶圆级封装测试服务，终端包含消费类电子、 物联网、工业/汽车电子及AI高性能计算领域等，公司对2026年营业收入增速持乐观态度。 ...

Group 1 - A-share market saw a collective decline in AIGC concept stocks on February 6, with notable drops including Zhejiang Wenhui down 9%, Kunlun Wanwei and Guangdong Media (core stocks) down over 7% [1] - Other companies such as Xuan Ya International and Tian Xia Xiu fell more than 5%, while Zhongkong Technology and Zhi De Mai dropped over 4% [1] - Several other firms including InSai Group, Shengguang Group, Huace Film & TV (core stocks), Liou Shares, Zhongwen Online, and Yanshan Technology experienced declines exceeding 3% [1] Group 2 - Specific stock performance included Zhejiang Wenhui at -9.09% with a total market value of 21 billion, and Kunlun Wanwei at -7.56% with a market cap of 68.8 billion [2] - Guangdong Media reported a decline of -7.45% with a market value of 13.1 billion, while Xuan Ya International and Tian Xia Xiu saw drops of -5.95% and -5.75% respectively [2] - Other notable declines included Zhongkong Technology at -4.32% (68.8 billion), Zhi De Mai at -4.19% (12.9 billion), and InSai Group at -3.92% (7.572 billion) [2]

Core Insights - The semiconductor industry is experiencing a surge in demand for AI chips, leading to price increases of 5-20% by companies like ASE, while Taiwanese firms such as Powertech and Nan Ya are also raising prices by up to 30% due to full order books and near-capacity production [1][3] - TSMC has significantly raised its capital expenditure guidance for 2026 to between $52 billion and $56 billion, a 36.9% increase from 2025, with 10-20% allocated to advanced packaging and testing [2] - The demand for advanced packaging is expected to grow, with major companies like Changdian Technology and Tongfu Microelectronics actively expanding their production capacities to meet this demand [2][3] Industry Developments - The semiconductor packaging industry is seeing structural demand growth, particularly for AI and storage chips, which is tightening the capacity for standard storage chip packaging [3] - Rising prices of raw materials such as gold, silver, and copper are contributing to increased packaging costs, prompting packaging companies to raise prices to maintain profitability [3] - Companies are focusing on high-margin businesses and optimizing product structures in response to the favorable market conditions [3] Investment Recommendations - Investors are advised to focus on domestic companies actively investing in high-end advanced packaging, such as Changdian Technology and Tongfu Microelectronics, as well as the IPO progress of Shenghe Microelectronics [4] - Beneficiary stocks include Yongxi Electronics, Huatian Technology, Shenzhen Technology, and Huicheng Co., among others [4] - Equipment and materials beneficiaries include companies like Changchuan Technology, Jingzhida, and ASMPT, which are positioned to gain from the industry's growth [4]