| 交易日期 | 证券简称 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-10 | 南芯科技 | 688484 | 42.34 5.06 | 214.24 | 中信证券股份有限 场所) | 机构专用 | | | 大宗交易信息 | | | | | | | | | 股票基金信息 | | | | | | | | | 交易日期 | 证券简称 | 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 | | 2026-02-10 | 南芯科技 | 688484 | 42.34 17.74 | 751.11 | 中信证券股份有限公司总部(菲雪亚 | 机构专用 | | | 2026-02-10 | 南芯科技 | 688484 | 中信证券股份有限公司总部(非营业 42.34 7.2 | 304.85 | | 机构专用 | | 2月10日，南芯科技大宗交易成交30万股，成交额1270.2万元，占当日总 ...

2月9日，南芯科技大宗交易成交20万股，成交额843.6万元，占当日总成交额的1.9%，成交价42.18元， 较市场收盘价42.61元折价1.01%。 | 交易日期 | 证券調稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | | 类出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 南芯科技 | 688484 | 42.18 | 600.22 | 14.23 | 去日常都有望 场所) | 机构专用 | | | M | | 2026-02-09 | 南芯科技 | 688484 | 42.18 | 243.38 | 5.77 | 去筒更新增加盟 | 机构专用 | | | Ka | ...

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power supply sector [1] Group 1: Product Development - The company is actively laying out the AI computing power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the development of its business related to AI computing power supply [1]

Core Viewpoint - Company is experiencing tight capacity in wafer foundry and packaging testing due to factors such as AI demand and shifts in capacity orders, leading to strategic partnerships with key foundries and testing manufacturers [1] Group 1: Capacity and Demand - Company has established deep strategic partnerships with important wafer foundry and packaging testing manufacturers to address capacity supply and wafer allocation [1] - Current capacity planning aligns with the company's future order demands, indicating proactive management in response to market conditions [1] Group 2: Supply Chain and Cost Management - There are instances of price increases within the supply chain, prompting the company to actively communicate and coordinate with key suppliers [1] - Company is implementing cost control measures while ensuring effective capacity matching [1]

Core Viewpoint - Company Nanchip Technology (688484.SH) is set to initiate its overseas strategy in 2025, with significant orders expected from a well-known South Korean client in 2026, indicating a robust growth trajectory in its business operations [1] Group 1 - The company anticipates a substantial increase in product shipments to the South Korean client, with a full order book for 2026 and expectations for more product categories to be introduced [1] - Nanchip Technology is intensifying its overseas business expansion, targeting opportunities in Europe and North America [1] - Key focus areas for the company's overseas business development include smart automotive electronics and high-end consumer electronics, suggesting a strategic alignment with growing market demands [1]

Core Viewpoint - The company focuses on high-performance, low-power, and long-lasting power solutions for AI glasses, exemplified by its collaboration with Alibaba on the Quark AI glasses [1] Group 1: Product Development - The company has developed the first domestic battery balancing current limiting IC, which effectively addresses the balancing issue of dual batteries in the Quark AI glasses [1] - This solution ensures synchronous charging and discharging of both batteries, providing a stable power foundation for 24-hour long-lasting performance of AI glasses [1] Group 2: Market Position - The company's products in the AI glasses sector have already been supplied to multiple well-known brand clients [1]

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power sector [1] Group 1: Product Development - The company is actively laying out the AI computing power power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the business development related to AI computing power power supplies [1]

Core Viewpoint - Company has supplied high-performance power chip products to several well-known clients in the robotics sector, applicable in various types of robots such as smart cleaning and aerial photography [1] Group 1: Product Offerings - Company is focused on providing high-performance power solutions for robotics clients, including intelligent perception, AI and control, battery management, and charging management [1]

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in Q3 of this year, emphasizing its focus on business opportunities in the AI server power sector [1] Group 1: Product Development - The company is actively laying out its AI computing power power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of related power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Business Confidence - The company expresses confidence in the development of its business related to AI computing power power supplies [1]

Core Viewpoint - Company is experiencing tight capacity in wafer foundry and packaging testing due to factors such as AI demand and shifts in capacity orders, leading to strategic partnerships with key foundries and testing manufacturers [1] Group 1: Capacity and Demand - Company has established deep strategic partnerships with important wafer foundry and packaging testing manufacturers to address capacity supply and production scheduling [1] - Current capacity planning aligns with the company's future order demands, indicating proactive management in response to market conditions [1] Group 2: Supply Chain and Cost Management - There are instances of price increases within the supply chain, prompting the company to actively communicate and coordinate with key suppliers [1] - Company is implementing cost control measures while ensuring effective capacity matching [1]