第1笔成交价格为95.32元，成交15.00万股，成交金额1,429.80万元，溢价率为-0.70%，买方营业部为方 正证券股份有限公司总部，卖方营业部为国泰海通证券股份有限公司沈阳大西路证券营业部。 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为1.62亿元。该股近5个交易日累计 上涨0.46%，主力资金合计净流出4291.37万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月27日，富创精密收涨4.28%，收盘价为95.99元，发生1笔大宗交易，合计成交量15万股，成交金额 1429.8万元。 责任编辑：小浪快报 ...

1月27日，富创精密大宗交易成交15万股，成交额1429.8万元，占当日总成交额的1.81%，成交价95.32 元，较市场收盘价95.99元折价0.7%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-01-27 | 富创精密 | 688409 95.32 | 1429.8 15 | 交焉受塑胶的有限 | 蛋白菜 | ко | ...

Group 1 - The semiconductor sector experienced a strong rebound on January 27, 2026, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 2.39% [1] - Notable individual stock performances included ChipSource Microelectronics increasing by 14.04%, and Jin Hai Tong and Kang Qiang Electronics hitting the daily limit up [1] - The semiconductor equipment ETF Wan Jia (159327) saw an increase of 2.03% and reached a new high in scale at 1.187 billion yuan with 536 million shares outstanding [1] Group 2 - The electronic industry achieved a 19.5% double-digit profit growth in 2025, indicating a robust demand for semiconductor manufacturing equipment, particularly high-end process and advanced packaging equipment [2] - Huatai Securities highlighted that the A-share market is shifting towards performance recovery, with semiconductor equipment identified as a key investment focus [2] - As of December 31, 2025, the top ten weighted stocks in the China Securities Semiconductor Materials and Equipment Theme Index accounted for 65.08% of the index, including companies like North Huachuang and Zhongwei Company [2]

Core Viewpoint - The semiconductor equipment sector is experiencing strong performance, driven by significant price increases in the storage industry and breakthroughs in technology, indicating a robust recovery in the storage cycle and long-term growth potential in semiconductor materials and equipment [1][3][4]. Group 1: Market Performance - As of January 27, the semiconductor equipment ETF (561980) rose by 2.09%, with leading gains from companies closely related to the storage supply chain, such as ChipSource Microelectronics, Jinhai Tong, Fuchuang Precision, and Kangqiang Electronics [1]. - The focus of the market is currently on the upstream equipment and materials segments of the storage industry [2]. Group 2: Industry Cycle - Samsung Electronics plans to increase NAND flash supply prices by over 100% in Q1, confirming a shift in the supply-demand dynamics of the storage chip market and indicating the start of an upward industry cycle [3]. - The significant price recovery is expected to enhance the profitability and capital expenditure willingness of storage chip manufacturers, leading to increased orders for front-end manufacturing equipment and precision components [3]. Group 3: Technological Advancements - A research team from the Chinese Academy of Sciences has made significant progress in storage technology for AI chips, with new structures of ferroelectric materials published in the journal "Science," potentially breaking existing limits on density and energy efficiency [4]. - The concept of "space storage" links this technology to high-reliability applications in extreme environments, opening long-term growth opportunities for semiconductor materials and advanced equipment [4]. Group 4: Investment Opportunities - The semiconductor equipment ETF (561980) focuses on critical areas of domestic substitution, heavily investing in leading equipment companies and design giants, indicating strong growth potential [5]. - Investors can also consider connecting to funds for exposure to this sector, with a significant concentration in leading companies within the equipment and design fields [5].

Group 1 - The semiconductor materials and equipment theme index on the STAR Market has seen a strong increase of 3.22%, with notable gains from stocks such as ChipSource Microelectronics up 14.10% and Xingfu Electronics up 9.87% [1] - The semiconductor equipment ETF, Huaxia, has risen by 2.4%, with a trading volume of 2.12 billion yuan and a turnover rate of 7.08% [1] - The National Bureau of Statistics reported that profits in the high-tech manufacturing sector increased by 13.3%, significantly outpacing the overall industrial profit growth of 12.7 percentage points [2] Group 2 - The semiconductor industry has shown remarkable profit growth, with integrated circuit manufacturing profits soaring by 172.6% and semiconductor device manufacturing profits increasing by 128% [2] - The domestic fab expansion is expected to accelerate, particularly in advanced logic, driven by a significant gap in supply [2] - The semiconductor equipment ETF, Huaxia, focuses on the upstream semiconductor sector, with 63% of its index comprising semiconductor equipment [3]

| 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-01-23 | 富创精密 | 688409 94.94 | 949.4 10 | 交焉还塑胶的有限 | 蛋白菜 | ко | 1月23日，富创精密大宗交易成交10万股，成交额949.4万元，占当日总成交额的0.95%，成交价94.94 元，较市场收盘价95.61元折价0.7%。 ...

Core Viewpoint - The AI Fund, Dongfang Artificial Intelligence Theme Mixed A, reported a profit of 1.6323 million yuan for Q4 2025, with a net asset value growth rate of 1.22% during the period, and a total fund size of 600 million yuan as of the end of Q4 [3][15]. Fund Performance - As of January 22, the fund's unit net value was 2.026 yuan, with a one-year return of 101.09%, ranking 18 out of 222 comparable funds [4]. - The fund's performance over the last three months showed a growth rate of 37.55%, ranking 1 out of 229 comparable funds, and over the last six months, it achieved a growth rate of 84.15%, ranking 7 out of 229 [4]. Investment Strategy - The fund focuses on the semiconductor industry, particularly in areas such as semiconductor equipment, materials, and components, which are expected to benefit from national policy support and have significant market advantages [3]. - The fund manager emphasized the dual trends of explosive growth in the AI industry and the accelerated localization of the domestic semiconductor industry as key investment directions [3]. Risk and Return Metrics - The fund's Sharpe ratio over the last three years was 0.8653, ranking 53 out of 163 comparable funds [8]. - The maximum drawdown over the last three years was 47.36%, with the largest single-quarter drawdown occurring in Q1 2022 at 32.48% [10]. Portfolio Composition - The fund maintains a high concentration in its holdings, with the top ten stocks consistently representing over 60% of the portfolio for the past two years [19]. - As of Q4 2025, the top ten holdings included companies such as Zhongwei Company, Jingce Electronics, and Chip Source Micro [19]. Stock Positioning - The average stock position over the last three years was 87.65%, slightly above the comparable average of 86.9% [13].

第1笔成交价格为95.64元，成交10.00万股，成交金额956.40万元，溢价率为-0.70%，买方营业部为方正 证券股份有限公司总部，卖方营业部为国泰海通证券股份有限公司沈阳大西路证券营业部。 进一步统计，近3个月内该股累计发生12笔大宗交易，合计成交金额为1.53亿元。该股近5个交易日累计 上涨24.11%，主力资金合计净流出1.08亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月21日，富创精密收涨0.80%，收盘价为96.31元，发生1笔大宗交易，合计成交量10万股，成交金额 956.4万元。 责任编辑：小浪快报 ...

富创精密1月20日大宗交易平台出现一笔成交，成交量10.00万股，成交金额948.80万元，大宗交易成交 价为94.88元，相对今日收盘价折价0.70%。该笔交易的买方营业部为方正证券股份有限公司总部，卖方 营业部为国泰海通证券股份有限公司沈阳大西路证券营业部。 1月20日富创精密大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 10.00 | 948.80 | 94.88 | -0.70 | 方正证券股份有 | 国泰海通证券股份有限公司沈 | | | | | | 限公司总部 | 阳大西路证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，富创精密今日收盘价为95.55元，上涨3.41%，日换手率为3.92%，成交额为 11.47亿元，全天主力资金净流出5489.69万元，近5日该股累计上涨25.39%，近5日资金合计净流出2.15 亿元。 两融数据显示，该股最新融资余额为4.33亿元，近 ...

沈阳富创精密设备股份有限公司 2026 年第一次临时股东会会议资料 证券代码：688409 证券简称：富创精密 沈阳富创精密设备股份有限公司 2026 年第一次临时股东会会议资料 沈阳富创精密设备股份有限公司 2026 年第一次临时股东会会议资料 目 录 | 2026 | 年第一次临时股东会会议须知 | 3 | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议案 | 5 | | | 议案一：《关于选举公司第二届董事会非独立董事候选人议案》 | 5 | | | 议案二：《关于公司 2026 年度日常关联交易预计的议案》 | 6 | 2026 年 1 月 1 2 沈阳富创精密设备股份有限公司 2026 年第一次临时股东会会议资料 沈阳富创精密设备股份有限公司 2026 年第一次临时股东会会议须知 为维护投资者的合法权益，确保股东会的正常秩序和议事效率，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《沈阳富创精密设备股份有 限公司章程》（以下简称"《公司章程》"）的有关规定，沈阳富创精密设备 股份有限公司（以下简称"公司"）特制定本次股东会现场会议须知： 1、为保证股东 ...