证券代码：000670 证券简称：盈方微 公告编号：2026-010 盈 方 微 电 子 股 份 有 限 公 司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 公司于 2026 年 1 月 20 日披露了《盈方微电子股份有限公司发行股份及支付 现金购买资产并募集配套资金暨关联交易预案》等相关公告，公司拟通过发行 股份及支付现金的方式取得上海肖克利信息科技股份有限公司 100%股份、 FIRST TECHNOLOGY CHINA LIMITED（富士德中国有限公司）100%股份， 并募集配套资金。本次交易尚需满足多项条件及取得相关主管部门的批准后方 可实施，包括但不限于公司再次召开董事会审议通过本次交易相关议案、交易 对方履行内部决策程序通过本次交易相关的议案、公司股东会审议通过本次交 易相关的议案、深交所审核通过本次交易方案、中国证监会同意注册等。本次 交易能否通过股东会审议以及能否取得监管机构的批准和注册存在不确定性， 就上述事项取得相关批准和注册的时间也存在不确定性。提请广大投资者注意 投资风险。 一、股票交易异常波动情 ...

| 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002931 | 锋龙股份 | 82.25 | 1.11 | 1259.21 | 103569.83 | 机械设备 | | 002156 | 通富微电 | 56.11 | 9.38 | 1303.71 | 73150.92 | 电子 | | 000670 | 盈方微 | 9.35 | 0.54 | 7808.02 | 73004.99 | 电子 | | 000066 | 中国长城 | 17.82 | 4.42 | 3427.68 | 61081.17 | 计算机 | | 000880 | 潍柴重机 | 33.43 | 5.22 | 1500.61 | 50165.40 | 汽车 | | 603078 | 江化微 | 25.92 | 0.44 | 1729.49 | 44828.35 | 电子 | | 002185 | 华天科技 | 14.18 | 10.81 | 2714.66 | 38493.82 | ...

Market Performance - The other electronic sector increased by 1.86% on January 21, with Zhongrong Electric leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Highlights - Zhongrong Electric (301031) closed at 143.40, up 20.00% with a trading volume of 50,300 shares and a transaction value of 720 million yuan [1] - Keli Ke (002782) closed at 22.84, up 10.02% with a trading volume of 256,500 shares [1] - Yingfang Micro (000670) closed at 9.35, up 10.00% with a trading volume of 44,700 shares [1] - Other notable stocks include Jingquan Hua (002885) up 5.84%, Zhongdian Port (001287) up 4.87%, and Ruikeda (688800) up 4.54% [1] Capital Flow - The other electronic sector experienced a net outflow of 334 million yuan from institutional investors, while retail investors saw a net inflow of 153 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Zhongdian Port (001287) had a net inflow of 204 million yuan from institutional investors, but a net outflow of 59.64 million yuan from speculative funds [3] - Zhongrong Electric (301031) saw a net inflow of 158 million yuan from institutional investors, with significant outflows from both speculative and retail investors [3] - Keli Ke (002782) had a net inflow of 148 million yuan from institutional investors, but also faced outflows from speculative and retail investors [3]

Core Viewpoint - The storage chip sector experienced a significant rally, with multiple companies reaching their daily price limits, indicating strong market interest and potential investment opportunities in this industry [1] Group 1: Company Performance - Jin Sun (300606) and Xingsen Technology (002436) hit the daily limit up, showcasing robust investor confidence [1] - Yingfang Micro (000670), Zhizheng Co. (603991), Dagang Co. (002077), and Tongfu Microelectronics (002156) also reached their daily limit up, reflecting a broader trend in the storage chip market [1] - Zhaoyi Innovation (603986) surged over 6%, achieving a new historical high, indicating strong growth potential [1] Group 2: Market Trends - The overall performance of the storage chip sector is highlighted by the significant price increases of various companies, suggesting a bullish sentiment in the market [1] - Other notable performers include Saiteng Co. (603283), Unisoc (002049), and China Electric Port (001287), which also showed substantial gains, further emphasizing the positive momentum in the industry [1]

Group 1 - The A-share market opened lower on January 21, but all four major indices turned positive, with the Sci-Tech Innovation Index rising over 1% [1] - Domestic chip stocks experienced significant gains, with Longxin Zhongke (688047) hitting the daily limit of 20%, and companies like China Great Wall and Jianghua Microelectronics also reaching their daily limits [1][2] - Haiguang Information saw a rise of over 14% during trading, while Tongfu Microelectronics and Hualing Co. also reported increases [1] Group 2 - Overnight, U.S. storage chip stocks surged, with SanDisk rising over 9% to reach a new historical high [3] - Micron Technology executives indicated that the shortage of storage chips has accelerated significantly over the past quarter, driven by surging demand for high-end semiconductors due to AI infrastructure [3] - A report from Counterpoint Research noted that the storage market has surpassed its historical peak from 2018, with suppliers' bargaining power at an all-time high, and prices expected to rise by 40% to 50% in Q1 2026, followed by an additional 20% increase in Q2 [3]

Group 1 - The storage chip sector continues to show strong momentum, with multiple companies experiencing significant stock performance [1] - Yingfang Microelectronics (000670) has achieved a consecutive two-day stock increase [1] - Other companies in the sector, including Purun Co., Baiwei Storage, Jiangbolong (301308), Shannon Chip Creation (300475), Zhaoyi Innovation (603986), Hengshuo Co., and Dawi Co. (002213), have also seen stock price increases [1]

1月20日，盈方微股票复牌涨停，报收8.50元，上涨9.96%，总市值达71.8亿元。停牌前，盈方微股价为 7.73元/股，总市值65.28亿元。 长江商报消息 ●长江商报记者 李璟 盈方微（000670.SZ）重大资产重组预案敲定。 1月19日晚间，盈方微发布公告，公司拟通过发行股份及支付现金的方式取得上海肖克利100%股份、富 士德中国100%股份，并募集配套资金。本次交易构成关联交易、预计构成重大资产重组、不构成重组 上市。 此前，盈方微曾宣布拟购买上海肖克利等三家公司控股权，同时，公司因筹划发行股份及支付现金购买 资产并募集配套资金的事项存在不确定性，自2026年1月6日起停牌。 盈方微表示，本次重组是对上市公司半导体分销业务的巩固与强化，实现了对半导体赛道的精准聚焦与 布局升级。 拟收购标的减至两家 长江商报记者注意到，与此前抛出的收购计划相比，盈方微拟收购标的资产由三家变为两家。 1月5日晚，盈方微发布重大资产重组停牌公告，宣布公司正筹划以发行股份和/或支付现金相结合的方 式收购三家企业控股权并募集配套资金。 三家公司均来自半导体行业，分别为上海肖克利信息科技股份有限公司（简称"上海肖克利"）、F ...

Core Viewpoint - Yingfang Micro (000670.SZ) has resumed trading after a 14-day suspension, announcing a significant asset restructuring plan to acquire 100% stakes in Shanghai Xiaokeli and Fujide China, while abandoning the previous acquisition of Shiqing Intelligent. This move represents a strategic shift from internal restructuring to acquiring external quality assets to escape the "increased revenue without increased profit" dilemma [2][9]. Group 1: Acquisition Details - The acquisition focuses on two core targets, Shanghai Xiaokeli and Fujide China, which complement each other within the semiconductor distribution sector. The transaction design includes clauses that do not make the two acquisitions interdependent, significantly reducing overall restructuring risks [3]. - Shanghai Xiaokeli, established in 2005, is a component distributor with authorization from major semiconductor companies like Toshiba and ROHM. It has a stable revenue stream, projected to achieve revenues of 1.43 billion yuan and a net profit of 45.12 million yuan in 2024, with further growth expected in 2025 [4][6]. - Fujide China, with foreign investment background, specializes in high-value equipment distribution, serving as a core agent for Japanese and Korean semiconductor packaging and testing equipment. This acquisition opens a new high-margin distribution avenue for Yingfang Micro [4]. Group 2: Financial Implications - The share issuance price is set at 5.97 yuan per share, representing a 30% premium over the pre-suspension price of 7.73 yuan, which may create short-term valuation pressure. The payment method combines shares and cash, with plans to raise funds from up to 35 specific investors to alleviate cash flow pressures [7]. - The combined net profit of the two targets is expected to reach 82.45 million yuan in the first three quarters of 2025, significantly exceeding Yingfang Micro's loss of 43.34 million yuan during the same period, indicating an immediate positive impact on the company's financial performance [7]. Group 3: Strategic Context - The restructuring is a response to Yingfang Micro's ongoing struggles with profitability and failed internal restructuring attempts. The company has faced multiple setbacks in previous acquisition attempts, leading to a strategic pivot towards external acquisitions [9]. - The semiconductor industry is entering a recovery phase, with demand surging in automotive electronics, renewable energy, and AIoT sectors, providing growth opportunities for component and equipment distribution companies [9]. Group 4: Risks and Challenges - There are significant integration risks due to the differing business models of the two targets. Shanghai Xiaokeli focuses on technical service distribution, while Fujide China is centered on equipment distribution, which may complicate management and integration efforts [10]. - The financial stability of Shanghai Xiaokeli, despite current profitability, has historical volatility and high customer concentration risks. The dependency on a few major clients and suppliers raises concerns about future performance [10].

Group 1: A-Share Market Dynamics - The potential incremental capital scale for A-shares in 2026 may reach 3 trillion yuan, with public funds, insurance capital, and bank wealth management as the main contributors [2][7] - After the market warmed up since December 2025, retail investors' willingness to enter the market increased, with a net inflow of 155.7 billion yuan in the first week after New Year [2][7] - A-share market experienced a decline on January 20, with the ChiNext index dropping nearly 2%, influenced by regulatory actions and external market pressures [2][7] Group 2: Economic Forecasts and Trends - The IMF has raised the economic growth forecast for China and the US, predicting growth rates of 4.5% and 4.0% for China in 2025 and 2026, respectively [3][8] - The IMF warns that the AI boom could act as a "double-edged sword," potentially leading to financial market adjustments if productivity expectations are reassessed [3][8] Group 3: Corporate Developments - Yingfang Microelectronics announced a major asset restructuring plan, aiming to acquire 100% stakes in Shanghai Xiaokeli and Fujide China to enhance its semiconductor service platform [3][8] - 451 A-share listed companies have disclosed their 2025 earnings forecasts, with 156 companies expecting positive results, driven significantly by AI [4][9] Group 4: Regulatory Actions - The Zhejiang Securities Regulatory Bureau imposed penalties exceeding 83 million yuan on a prominent investor for market manipulation, resulting in a three-year ban from the securities market [4][9] Group 5: Global Market Reactions - US stock index futures and European stocks fell sharply following Trump's announcement of tariffs on European goods, with Germany indicating a unified response from Europe [5][10]

Market Overview - The other electronic sector experienced a decline of 0.55% on January 20, with Fuxin Technology leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the other electronic sector included: - Yingfang Micro (Code: 000670) with a closing price of 8.50, up 9.96% [1] - Yunhan Chip City (Code: 301563) with a closing price of 189.40, up 7.55% [1] - Woer Nuclear Material (Code: 002130) with a closing price of 30.62, up 3.13% [1] - Significant decliners included: - Fuxin Technology (Code: 688662) with a closing price of 53.98, down 6.93% [2] - Jiu Zhi Yang (Code: 300516) with a closing price of 69.76, down 6.26% [2] - Xin Ya Zhi Cheng (Code: 002388) with a closing price of 5.77, down 4.63% [2] Capital Flow - The other electronic sector saw a net outflow of 8.92 billion yuan from main funds, while retail funds had a net inflow of 3.04 billion yuan [2] - Notable capital flows for specific stocks included: - Woer Nuclear Material had a main fund net inflow of 4.26 million yuan, but a retail net outflow of 3.95 million yuan [3] - Yunhan Chip City experienced a main fund net inflow of 58.20 million yuan, with a retail net outflow of 40.24 million yuan [3] - Yingfang Micro had a significant main fund net inflow of 27.01 million yuan, but a retail net outflow of 17.34 million yuan [3]