证券日报网讯2月11日，捷捷微电（300623）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东总户数85042户(不含信用账户)。 ...

行 业 研 究 2026 年 02 月 09 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -38% -19% 0% 19% 38% 58% 77% 2025-02 2025-06 2025-10 电子 沪深300 相关研究报告 《靶材：提价趋势渐成，有望持续演 绎 —行业点评报告》-2026.2.5 《美股存储业绩超预期，海内外 CSP 持续加码 AI 资本支出—行业周报》 -2026.2.1 《被动元件：成本端驱动涨价潮，高 端需求开启新周期—行业点评报告》 -2026.1.26 关注半导体自主可控和涨价连锁反应 ——行业点评报告 | 陈蓉芳（分析师） | 陈瑜熙（分析师） | | --- | --- | | chenrongfang@kysec.cn | chenyuxi@kysec.cn | | 证书编号：S0790524120002 | 证书编号：S0790525020003 | chenyuxi@kysec.cn 证书编号：S0790525020003 特朗普宣布提名凯文·沃什担任美联储主席，美股呈现剧烈动荡 合肥长鑫 2025 年底发布招股说明书，我们预计 2026 年长鑫长存扩产将会 ...

Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of February 5, with notable performances in terms of percentage increase and monetary value [1][2][3] Group 1: Top Stocks by Capital Inflow - Pingtan Development leads with a capital inflow of 1.278 billion, showing a price increase of 10.05% [2] - Wangsu Science & Technology follows with an inflow of 0.682 billion and a price increase of 7.48% [2] - N North Core U has an inflow of 0.666 billion, with a remarkable price increase of 183.33% [2] - Haixia Innovation shows a strong performance with a capital inflow of 0.642 billion and a price increase of 20% [2] - Other notable stocks include 263 with 0.566 billion inflow and a 10.04% increase, and China Merchants Bank with 0.554 billion and a 1.79% increase [2] Group 2: Sector Performance - The stocks listed are from various sectors, including agriculture, internet services, consumer electronics, and cultural media, indicating diverse investment interests [2][3] - The electronic components sector is represented by Fenghua High-Tech with a capital inflow of 0.401 billion and a price increase of 9.99% [3] - Aerospace is represented by Beimo High-Tech, which has a capital inflow of 0.312 billion and a price increase of 10% [3]

证券日报网讯2月2日，捷捷微电（300623）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数83739户(不含信用账户)。 ...

格隆汇2月2日丨捷捷微电(300623.SZ)在投资者互动平台表示，公司相关防护器件产品可以应用于家用 电器、漏电断路器等民用领域，无功补偿装置、电力模块等工业领域，及通讯网络、IT产品、汽车电子 等防雷击和防静电保护领域。部分MOSFET产品也可应用于光伏逆变器及BMS电源管理领域。公司在 手订单充足，具体业绩情况敬请关注公司后续披露的定期报告。 ...

格隆汇2月2日丨捷捷微电(300623.SZ)在投资者互动平台表示，公司相关防护器件产品可以应用于家用 电器、漏电断路器等民用领域，无功补偿装置、电力模块等工业领域，及通讯网络、IT产品、汽车电子 等防雷击和防静电保护领域。部分MOSFET产品也可应用于光伏逆变器及BMS电源管理领域。公司在 手订单充足，具体业绩情况敬请关注公司后续披露的定期报告。 ...

Company and Industry Summary Company: 中泰电子 (Zhongtai Electronics) / 捷捷微电 (Jiejie Microelectronics) Key Points - **Price Increase Elasticity**: The company has begun to increase prices for certain products, specifically MOSFETs and thyristors, starting in 2025 and early 2026 respectively. The high proportion of these products in the revenue structure indicates significant price increase elasticity [1][2][3]. - **Revenue Structure**: The revenue composition is as follows: - MOSFETs account for 51% - Thyristors account for 15% - Protection devices account for 33% [1][2][3]. - **IDM Model and 8-inch Capacity**: The company operates under an Integrated Device Manufacturer (IDM) model. With competitors like TSMC exiting the 8-inch capacity market, the company has a high utilization rate for its 8-inch capacity, which is currently at 130,000 wafers per month. The price for 8-inch wafers has also increased [1][2][3]. - **Current Production Capacity**: The company’s production capacity includes: - 8-inch capacity: 130,000 wafers per month - 6-inch capacity: 80,000 wafers per month [1][2][3]. - **Risk Factors**: There is a risk that the price increase may not meet expectations, which could impact revenue and profitability [1][2][3].

1月27日，捷捷微电涨5.51%，截至发稿，报34.49元/股，成交14.56亿元，换手率5.72%，总市值286.98 亿元。捷捷微电股价已经连续9天上涨，区间累计涨幅15.11%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益13.99%，同类 排名540/5548；近一年收益53.16%，同类排名1112/4285；成立以来收益186.85%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年284天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 186.88%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.c ...

1月21日，捷捷微电涨1.03%，成交额7.16亿元。两融数据显示，当日捷捷微电获融资买入额8751.89万 元，融资偿还6885.62万元，融资净买入1866.26万元。截至1月21日，捷捷微电融资融券余额合计9.89亿 元。 截至1月20日，捷捷微电股东户数9.16万，较上期增加0.66%；人均流通股8374股，较上期减少0.65%。 2025年1月-9月，捷捷微电实现营业收入25.02亿元，同比增长24.70%；归母净利润3.47亿元，同比增长 4.30%。 分红方面，捷捷微电A股上市后累计派现5.99亿元。近三年，累计派现2.37亿元。 机构持仓方面，截止2025年9月30日，捷捷微电十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股880.08万股，相比上期增加126.78万股。南方中证500ETF（510500）位居第八大流通股 东，持股727.81万股，相比上期减少10.33万股。国联安半导体ETF（512480）位居第十大流通股东，持 股341.12万股，为新进股东。国联安中证全指半导体产品与设备ETF联接A（007300）退出十大流通股 东之列。 责任编辑：小浪快报 融资方面，捷 ...

Group 1 - The core viewpoint of the news is that JieJie Microelectronics has seen a significant increase in its stock price, rising by 5.19% to 31.20 CNY per share, with a total market capitalization of 25.961 billion CNY [1] - JieJie Microelectronics has experienced a cumulative increase of 4.44% over the past three days, indicating positive market sentiment [1] - The company specializes in the research, design, production, and sales of power semiconductor discrete devices, with its main business revenue composition being 67.12% from power semiconductor devices, 30.73% from power semiconductor chips, and 1.42% from other sources [1] Group 2 - Among the top ten circulating shareholders of JieJie Microelectronics, a fund under Southern Fund holds a position, having reduced its holdings by 10.33 thousand shares in the third quarter, now owning 7.2781 million shares, which is 1% of the circulating shares [2] - The Southern CSI 500 ETF has generated a floating profit of approximately 11.2082 million CNY today, with a total floating profit of 9.1704 million CNY during the three-day increase [2] - The Southern CSI 500 ETF has a total scale of 140.098 billion CNY, with a year-to-date return of 10.32% and a one-year return of 51.09% [2]