资金面情况 当日盘面数据显示，风华高科获得主力资金净流入约1.17亿元，资金面的积极介入对股价形成了直接支 撑。此外，该股近期活跃度较高，2月5日曾因日涨幅偏离值达7%登上龙虎榜。 股价情况 股价在当日交易中突破了布林带上轨等关键技术位置，处于明确的上升趋势中，这也吸引了部分趋势交 易资金的关注。 以上内容基于公开资料整理，不构成投资建议。 经济观察网风华高科（000636）股价上涨主要受行业景气度提升、公司基本面利好、资金面推动及技术 面因素等多重因素驱动。 行业政策与环境 电子元器件行业，特别是MLCC(片式多层陶瓷电容器)领域，正处涨价周期。行业龙头自2026年2月起对 相关产品调价，市场对风华高科等公司的业绩弹性抱有积极预期。 公司基本面 风华高科在高端产品领域取得突破，其车规级MLCC产品已实现规模化应用，并成功导入新能源车供应 链。同时，公司在AI算力等新兴领域的业务拓展也被市场关注，这些进展被视为其向高附加值领域转 型的关键信号。 ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

（原标题：AI需求激增 MLCC接棒内存上涨） AI服务器需采用耐高温、大容量的高端MLCC，因此具备大规模量产能力的厂商率先受益。TrendForce 集邦咨询的报告显示，受惠于英伟达服务器以及亚马逊、谷歌等云服务巨头的备货需求，高端MLCC订 单畅旺。日韩大厂高端MLCC产能满载，村田制作所、三星电机、太阳诱电的产能稼动率均维持在80% 以上。其中，村田制作所因掌握先进封装关键材料，预估第一季高端MLCC订单量将增长20%至25%， 产线持续满载。 AI引发的涨价潮正在元器件产业链蔓延。继存储芯片价格飙升后，片式多层陶瓷电容器（MLCC）成为 下一个涨价的关键元器件。据悉，韩国MLCC现货价格已上涨近20%，业内预计短期内仍持续上涨。 资本市场反应积极。今年以来，MLCC行业龙头韩国三星电机涨幅明显，风华高科、三环集团等A股相 关股票同步上行。业内普遍预计，2026年MLCC行业将呈现分化格局：受益于AI热潮，高端产品需求有 望爆发；中低端产品则面临需求疲软和成本上涨的压力。国内相关企业在中低端市场已确立优势，目前 正加速向高端市场突围。 高端MLCC供不应求 2026年以来，MLCC行业相关股票持续上涨 ...

● 本报记者 葛瑶 AI引发的涨价潮正在元器件产业链蔓延。继存储芯片价格飙升后，片式多层陶瓷电容器（MLCC）成为 下一个涨价的关键元器件。据悉，韩国MLCC现货价格已上涨近20%，业内预计短期内仍持续上涨。 业绩数据印证了市场景气度。数据显示，三星电机2025年四季度营收创历史新高，其中高电压、高容量 MLCC所在的组件部门营收达1.3203万亿韩元，同比增长22%。 国产厂商加速突围 从当前全球竞争格局看，国际龙头企业市场占有率位居前列。根据中国电子元件行业协会信息中心统 计，2023年，包括村田制作所、三星电机、太阳诱电在内的全球MLCC供给端前五大厂商占据超过80% 的市场份额。 业内人士认为，中国在全球中低端MLCC市场已确立相对优势。然而在高容值、高可靠性等高端MLCC 产品领域，国内产业化进程相对滞后。 不过，国内厂商也在高端市场加速突围。国元证券研报显示，国内MLCC市场分为民用和军用两大领 域。民用领域高端市场虽仍由国际龙头主导，但国内企业正持续发力。三环集团MLCC产品聚焦5G通 信、AI服务器、汽车电子等方向，已覆盖0201至2220尺寸常规产品及中高压产品、车规产品，并在高 容产品领域 ...

Core Viewpoint - The recent price hikes in passive components, led by major players like Yageo and Walsin, indicate a significant shift in the market driven by supply-demand imbalances and rising raw material costs, particularly in high-end sectors like AI and electric vehicles [1][4][19]. Group 1: Price Adjustments - Yageo announced a price increase of 15%-20% for certain resistor products starting February 1, marking its third price adjustment in a short period [1]. - Walsin and Panasonic also announced price hikes of around 20% and 15%-30% respectively for various passive components, reflecting a broader trend among major manufacturers [1][2]. - Smaller manufacturers in China, such as Fenghua Advanced Technology and Shunluo Electronics, have also followed suit with price adjustments ranging from 5%-30% across multiple product categories [2][3]. Group 2: Supply Chain Dynamics - The passive component market is experiencing supply tightness, with lead times extending and some distributors pausing quotes due to uncertainty in price adjustments [3][4]. - Rising costs of raw materials, particularly precious metals like silver and palladium, have significantly increased production costs for passive components, with estimates suggesting a 20%-30% rise in production costs [5][6]. - Capacity constraints are exacerbated by major manufacturers shifting focus to high-end products, leading to a structural shortage in the mid-range market [7][8]. Group 3: Demand Drivers - The demand for passive components is being driven by the rapid growth of AI and electric vehicles, with AI servers requiring significantly more MLCCs than traditional servers [10][11]. - The automotive sector is also a major growth area, with electric vehicles using up to three times more passive components compared to traditional vehicles, creating a favorable environment for price increases [11][12]. - The overall market for passive components in China is projected to grow from 1237.65 billion yuan in 2023 to 2583.59 billion yuan by 2030, with a compound annual growth rate of 11.09% [13]. Group 4: Market Structure Changes - The current price hikes reflect a structural change in the passive components market, with high-end products experiencing significant demand while traditional consumer electronics face challenges [15][19]. - Domestic manufacturers in China are beginning to capture more market share, particularly in high-end segments, as they improve their technology and production capabilities [19][20]. - The geopolitical landscape and supply chain diversification are providing opportunities for Chinese manufacturers to enter high-end markets, as global players face capacity and delivery challenges [19][24]. Group 5: Future Outlook - The passive components market is expected to continue evolving, with AI and automotive electronics driving demand for high-value products [25][26]. - Companies need to focus on high-capacity, miniaturized, and reliable products to meet the changing market demands and maintain competitiveness [25][26]. - Collaboration across the supply chain will be crucial for manufacturers to overcome technical challenges and align with market needs [25][26].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000636 证券简称：风华高科 公告编号：2026-01 广东风华高新科技股份有限公司关于持股5% 以上股东减持股份变动触及1%及5%的整数倍 暨披露简式权益变动报告书的提示性公告 公司股东广东恒阔投资有限公司、广东恒嘉合投资合伙企业（有限合伙）、广东恒聚达企业管理合伙企 业（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.本次权益变动系共同持有公司63,874,344股（占公司总股本比例为5.520624%，占剔除回购专用账户中 的股份数量后总股本的比例为5.566438%）的股东广东恒阔投资有限公司（以下简称"恒阔投资"）、广 东恒嘉合投资合伙企业（有限合伙）（以下简称"恒嘉合"）、广东恒聚达企业管理合伙企业（有限合 伙）（以下简称"恒聚达"）减持广东风华高新科技股份有限公司（以下简称"风华高科"或"公司"）股份 造成的持股比例变化，不触及要约收购。 2.本次权益变动前，恒阔投资、恒嘉合分别持有公司股份26,178, ...

每经AI快讯，2月8日，风华高科（000636）公告称，股东恒阔投资、恒嘉合、恒聚达为一致行动人， 于2026年1月22日至2月5日通过集中竞价合计减持602.37万股，占总股本0.520626%。变动前，三者共持 股6387.43万股，占比5.520624%；变动后，三者持股降至5785.06万股，占4.999998%，不再是持股5%以 上股东。 ...

风华高科公告称，股东恒阔投资、恒嘉合、恒聚达为一致行动人，于2026年1月22日至2月5日通过集中 竞价合计减持602.37万股，占总股本0.520626%。变动前，三者共持股6387.43万股，占比5.520624%； 变动后，三者持股降至5785.06万股，占4.999998%，不再是持股5%以上股东。本次减持符合法规，不 会导致公司控制权变更。 ...

1 上市公司名称：广东风华高新科技股份有限公司 上市地点：深圳证券交易所 股票简称：风华高科 广东风华高新科技股份有限公司 简式权益变动报告书 股票代码：000636 信息披露义务人一名称：广东恒阔投资有限公司 法定代表人：张大伟 住所：广东省广州市越秀区天河路45号恒健大厦16楼 通讯地址：广东省广州市越秀区天河路45号恒健大厦16楼 信息披露义务人二（信息披露义务人一之一致行动人）名称：广东恒嘉合投 资合伙企业（有限合伙） 住所：梅州市梅江区彬芳大道中43号7楼710房 通讯地址：梅州市梅江区彬芳大道中43号7楼710房 信息披露义务人三（信息披露义务人一之一致行动人）名称：广东恒聚达企 业管理合伙企业（有限合伙） 住所：佛山市南海区桂城街道桂澜北路6号千灯湖创投小镇核心区三座 404-405 通讯地址：佛山市南海区桂城街道桂澜北路6号千灯湖创投小镇核心区三座 404-405 权益变动性质：持股比例减少 日期：2026 年 2 月 5 日 2 | 信息披露义务人声明 | | 3 | | --- | --- | --- | | 第一节 释义 | | 5 | | 第二节 信息披露义务人介绍 | | 6 | | ...