算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 华邦 | W988D6FBGX6I | 25+ | 6K | | 华邦 | W25Q16JVBYIQ | 22+ | 90K | | 华邦 | W25Q40CLWI | 22+ | 30K | | 英飞凌 | BTS724G | 两年内 | 10k | | --- | --- | --- | --- | | SKYWORKS | RFX2401C | 两年内 | 10k | | 三星 | KLM8G1GETF B041 | 两年内 | 10k | | | CXDB4CBAM | | | | CXMT/长鑫 | ML-A | 两年内 | 10k | | 三星 | K4B4G1646E BYMA | 24+ | 10k | | 三星 | K4B4G164 ...

Core Viewpoint - The establishment of Wuhan Shengbang Microelectronics Co., Ltd. marks a strategic expansion into the integrated circuit sector by Shengbang Co., Ltd. [1] Group 1: Company Overview - Wuhan Shengbang Microelectronics Co., Ltd. has been registered with a capital of 30 million yuan [1] - The company is wholly owned by Shengbang Co., Ltd. (stock code: 300661) [1] Group 2: Business Scope - The business scope of the new company includes integrated circuit design, chip design and services, manufacturing, and sales [1] - The company will engage in various integrated circuit-related activities, indicating a comprehensive approach to the semiconductor market [1]

经济观察网根据公开信息，截至2026年2月初，圣邦股份（300661）近期有以下动态值得关注： 资金面与技术面 主力资金动向：在2026年2月3日，圣邦股份主力资金净流出437.02万元，连续2日呈现净流出状态。这 与2026年1月6日主力资金净流入1.0亿元的情况形成对比，显示短期资金情绪有所变化。 股价与成交：2月3日公司股价上涨2.60%，收盘于69.33元，成交额12.95亿元，换手率为3.05%。 公司基本面 机构持仓分析：2025年第三季度报告显示，部分机构投资者调整了持仓。例如，香港中央结算有限公司 减持了1024.27万股，诺安成长混合等基金也有所减持。 行业政策与环境 公司所处的模拟芯片设计行业长期受益于国产替代、汽车电子、人工智能等下游需求扩张。但需关注全 球半导体行业景气度变化及市场竞争格局对公司的影响。 股价情况 截至2月3日，该股筹码平均交易成本为74.19元，股价接近技术分析中提及的支撑位70.52元。 以上内容基于公开资料整理，不构成投资建议。 财务数据：公司2025年1-9月营业收入为28.01亿元，同比增长14.55%；归母净利润为3.43亿元，同比增 长20.47%。 股东 ...

Core Viewpoint - The company YingShi is set to release a handheld gimbal camera in the first half of the year, targeting the DJI Pocket market segment [1] Group 1: Product Features - The handheld gimbal camera from YingShi will be available in multiple color versions [1] - It is expected to feature a modular design and a dual-camera setup, marking the industry's first handheld gimbal camera with telephoto capabilities [1]

Investment Rating - The report maintains a positive investment rating for the cross-border e-commerce industry [11]. Core Insights - Cross-border e-commerce is characterized by high customer unit prices and high markup rates, but it has a longer midstream chain, leading to significant fluctuations in profitability [22]. - The industry is currently in a recovery phase, with a projected revenue growth of 26% in 2024 and 15% in Q1-Q3 of 2025, while non-recurring net profits are expected to decline by 46% and grow by 1% respectively [3][7]. - The report emphasizes the cyclical nature of profitability in the industry, with leading sellers gaining a relative advantage [8]. Summary by Sections Introduction: Exploring the Operating Cycle of Cross-Border E-Commerce - Cross-border e-commerce involves pre-stocking goods in overseas warehouses and includes complex logistics processes such as customs clearance and last-mile delivery, making it more intricate than traditional consumer goods [3][7]. Review: Strong Profitability Cycles and Head Seller Advantages - Historical analysis shows that the penetration rate of overseas e-commerce and the share of Chinese sellers are increasing, establishing a high growth baseline for the industry [8]. - The industry is transitioning from a phase dominated by e-commerce dividends to one focused on quality and compliance, with leading sellers outperforming overall industry growth [8]. Current Situation: Negative Impacts Easing, Industry Bottoming Out - The industry is currently in a recovery phase, driven by orderly supply chain transitions and tax reforms in China's e-commerce sector, which enhance competitive dynamics among leading sellers [9]. - Inventory levels among top sellers have reached historical lows, indicating that the inventory destocking phase is nearing its end, and shipping costs still have room to decline [9]. Investment Recommendations: Lightening the Load, Performance Inflection Point Expected - The report suggests that the cross-border e-commerce industry is expected to experience a performance inflection point in 2026, with revenue and profitability on an upward trajectory [10]. - Recommended companies include Anker Innovations and Ugreen Technology, which are leveraging channel and operational advantages to build brand recognition among overseas consumers [10].

圣邦微电子（北京）股份有限公司 关于公司控股股东的一致行动人股份减持计划实施完毕的公告 公司控股股东的一致行动人之一、公司董事林林先生保证向本公司提供 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。 证券代码：300661 证券简称：圣邦股份 公告编号：2026-001 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。 圣邦微电子（北京）股份有限公司（以下简称"公司"）于 2025 年 10 月 17 日披露了《关于公司控股股东的一致行动人股份减持计划的预披露公告》 （公告编号：2025-101）（以下简称"减持计划公告"）。公司控股股东的一 致行动人之一、董事林林先生计划通过大宗交易、集中竞价交易方式减持公司 股份。减持期间为减持计划公告之日起 15 个交易日后的 3 个月内（即 2025 年 11 月 10 日-2026 年 2 月 9 日）。预计减持数量不超过 7,887,125 股，即不超过 减持计划公告披露时公司总股本的 1.28%（若减持期间公司有送股、资本公积 金转增股本等股份变动事项，减持股份数量进行相应调整）。 截至本公告披露日，本次减持计划已实施完毕， ...

Group 1 - The core viewpoint of the article is that Shengbang Co., Ltd. will disclose the number of shareholders in its periodic reports, with the current number of shareholders reported as 110,773 as of September 30, 2025 [2]

Group 1 - The core point of the news is that Shengbang Microelectronics (Beijing) Co., Ltd. has seen a stock price increase of 5.05%, reaching 75.56 yuan per share, with a total market capitalization of 467 billion yuan [1] - The company specializes in high-performance and high-quality analog integrated circuits, with its main business revenue composition being 61.75% from power management products and 38.04% from signal chain products [1] - The company was established on January 26, 2007, and went public on June 6, 2017 [1] Group 2 - According to data from the top ten heavy stocks of funds, Shangzheng Fund has one fund heavily invested in Shengbang shares, specifically the Shangzheng Research Selected Mixed Fund A (023397), which increased its holdings by 4,200 shares in the third quarter [2] - The fund currently holds 14,600 shares, accounting for 6.73% of the fund's net value, ranking as the ninth largest heavy stock [2] - The fund has achieved a return of 16.09% this year, ranking 207 out of 8,844 in its category, and a cumulative return of 52.22% since its inception [2] Group 3 - The fund manager of Shangzheng Research Selected Mixed Fund A is Zhang Zhimei, who has a tenure of 8 years and 48 days, with the fund's total asset size at 253 million yuan [3] - During Zhang's tenure, the best fund return was 121.21%, while the worst was -29.86% [3] - Co-manager Li Rui has a tenure of 338 days, with a fund asset size of 18.07 million yuan, achieving a best return of 52.26% and a worst return of 7.12% during his tenure [3]

Market Overview - The Shanghai Composite Index closed at 4120.10 points, above the annual line, with a change of 0.16% [1] - The total trading volume of A-shares reached 1,645.83 billion yuan [1] Stocks Above Annual Line - A total of 61 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Huawi Design (华维设计) with a deviation rate of 24.42% - Hualing Co. (华岭股份) at 5.51% - Huilong Piston (汇隆活塞) at 4.81% [1] Detailed Stock Performance - The following table summarizes the performance of selected stocks that have crossed the annual line: - Huawi Design (华维设计): Today's change of 29.96%, turnover rate of 26.39%, annual line at 14.64 yuan, latest price at 18.22 yuan [1] - Hualing Co. (华岭股份): Today's change of 12.70%, turnover rate of 9.21%, annual line at 24.90 yuan, latest price at 26.27 yuan [1] - Huilong Piston (汇隆活塞): Today's change of 18.06%, turnover rate of 13.30%, annual line at 9.86 yuan, latest price at 10.33 yuan [1] - Other notable stocks include: - Wuhan Fangu (武汉凡谷) with a deviation rate of 4.17% - Meirui New Materials (美瑞新材) with a deviation rate of 3.81% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Gongdong Medical (拱东医疗) and Chongqing Gas (重庆燃气) [1] - The performance of these stocks indicates a cautious upward trend in the market [1]

Group 1 - The company, Shengbang Co., stated that it adheres to the information disclosure standards set by the Shenzhen Stock Exchange and relevant laws and regulations [1] - The company has timely and compliant announcements for matters that meet disclosure standards [1] - The company will continue to comply with relevant laws and regulations for information disclosure in the future [1]