688110 东芯股份
已收盘 07-01 15:00:00
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每周股票复盘：东芯股份（688110）注册资本变更为44237.7391万元
证券之星 · 06-28
每周股票复盘：东芯股份（688110）注册资本变更为44237.7391万元
A股AI算力芯片板块异动拉升
智通财经 · 06-25
A股AI算力芯片板块异动拉升
34只半导体个股创新高，10只跻身“700元股”阵营
第一财经 · 06-25
34只半导体个股创新高，10只跻身“700元股”阵营
东芯股份（688110）披露关于变更经营范围及注册资本并完成工商变更登记的公告，6月22日股价上涨3.15%
证券之星 · 06-22
东芯股份（688110）披露关于变更经营范围及注册资本并完成工商变更登记的公告，6月22日股价上涨3.15%
每周股票复盘：东芯股份（688110）SLC NAND Flash价格趋势有望继续向上
证券之星 · 06-20
每周股票复盘：东芯股份（688110）SLC NAND Flash价格趋势有望继续向上
【机构调研记录】德邦基金调研信德新材、东芯股份
证券之星 · 06-17
【机构调研记录】德邦基金调研信德新材、东芯股份
【机构调研记录】太平基金调研东芯股份
证券之星 · 06-17
【机构调研记录】太平基金调研东芯股份
【机构调研记录】信达澳亚基金调研华光新材、东芯股份
证券之星 · 06-17
【机构调研记录】信达澳亚基金调研华光新材、东芯股份
东芯股份：公司目前存货结构整体健康
证券之星 · 06-16
东芯股份：公司目前存货结构整体健康
东芯股份：公司高度重视技术研发与产品创新
证券之星 · 06-16
东芯股份：公司高度重视技术研发与产品创新
东芯股份最新公告：董事暨核心技术人员辞任并补选董事
证券之星 · 06-14
东芯股份最新公告：董事暨核心技术人员辞任并补选董事
东芯股份：公司已有LPDDR4x产品进入量产阶段
证券之星 · 06-09
东芯股份：公司已有LPDDR4x产品进入量产阶段
东芯股份：2026年一季度实现营业收入4.79亿元，同比增长236.95%
证券之星 · 06-09
东芯股份：2026年一季度实现营业收入4.79亿元，同比增长236.95%
每周股票复盘：东芯股份（688110）拟发H股募资扩产
证券之星 · 06-07
每周股票复盘：东芯股份（688110）拟发H股募资扩产
【机构调研记录】鑫元基金调研东芯股份
证券之星 · 06-04
【机构调研记录】鑫元基金调研东芯股份
东芯股份：公司持续围绕"存、算、联"一体化战略推进技术研发与产品迭代
证券之星 · 06-03
东芯股份：公司持续围绕"存、算、联"一体化战略推进技术研发与产品迭代
东芯股份（688110）披露2024年限制性股票激励计划首次授予部分第二个归属期归属结果暨股份上市公告，6月2日股价上涨0.77%
证券之星 · 06-02
东芯股份（688110）披露2024年限制性股票激励计划首次授予部分第二个归属期归属结果暨股份上市公告，6月2日股价上涨0.77%
每周股票复盘：东芯股份（688110）因涨幅达15%两度登龙虎榜
证券之星 · 05-31
每周股票复盘：东芯股份（688110）因涨幅达15%两度登龙虎榜
千倍PE股冰火两重天：“科技牛”催生高估值，绩差股被动飙升
第一财经 · 05-26
千倍PE股冰火两重天：“科技牛”催生高估值，绩差股被动飙升
5月25日东芯股份（688110）涨停分析：行业复苏、H股上市、股权激励驱动
证券之星 · 05-25
5月25日东芯股份（688110）涨停分析：行业复苏、H股上市、股权激励驱动
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公司概况
公司名称：
东芯半导体股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2021-12-10
主营业务：
东芯半导体股份有限公司的主营业务是半导体芯片的研发、设计和销售，提供半导体芯片相关的开发服务和产品技术支持。公司的主要产品是NANDFlash、NORFlash、DRAM、MCP、技术服务。
发行价格：
30.18
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08:40","pubTimestamp":1782348000,"startTime":"0","endTime":"0","summary":"6月24日，A股半导体板块迎来全线爆发。截至收盘，科创50指数收涨3.82%，报1989.43点，再创历史新高，共有34只半导体相关个股创下历史新高，覆盖存储芯片、半导体设备、晶圆制造、先进封装、功率半导体等多条核心赛道，兆易创新、华虹宏力、北方华创、中微公司等千亿市值龙头悉数在列。近10只半导体设备个股刷新历史高点，涨出了满屏新高的板块效应。至此，半导体板块已有73只百元股，其中10只股价超过700元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-06-25/doc-inieqnce5839413.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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22:04","pubTimestamp":1782137064,"startTime":"0","endTime":"0","summary":"近日，东芯半导体股份有限公司发布《关于变更经营范围及注册资本并完成工商变更登记的公告》。公告显示，公司于2026年5月22日召开第三届董事会第十二次会议，于2026年6月8日召开2026年第二次临时股东大会，审议通过变更公司经营范围及修订《公司章程》的议案；同日，公司召开第三届董事会第十三次会议，审议通过变更注册资本及办理工商变更登记的议案。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062200038422.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644068931","title":"每周股票复盘：东芯股份（688110）SLC NAND Flash价格趋势有望继续向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2644068931","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644068931?lang=zh_cn&edition=full","pubTime":"2026-06-20 01:07","pubTimestamp":1781888830,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘，东芯股份报收于154.42元，较上周的125.7元上涨22.85%。本周，东芯股份6月18日盘中最高价报162.0元。本周关注点来自机构调研要点：SLC NAND Flash价格趋势有望继续向上。综上，SLC NAND 价格趋势方向有望继续保持向上。根据 Gartner（高德纳）最新行业研判，NAND Flash 涨价周期有望延续至 2027 年以后。公司持续布局 SLC NAND Flash 的新制程开发及多样化产品拓展，形成核心竞争优势，市场份额居大陆厂商第一梯队。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062000000100.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796471","title":"【机构调研记录】德邦基金调研信德新材、东芯股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796471","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796471?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:12","pubTimestamp":1781655165,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月16日披露的机构调研信息，德邦基金近期对2家上市公司进行了调研，相关名单如下：1）信德新材 调研纪要：沥青基碳纤维适配高端热场场景，具备保温性、纯度和抗氧化性优势。德邦基金成立于2012年，截至目前，资产管理规模706.91亿元，排名78/212；资产管理规模528.15亿元，排名75/212；管理公募基金数72只，排名87/212；旗下公募基金经理15人，排名91/212。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700006767.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688110","301349","BK0214","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796267","title":"【机构调研记录】太平基金调研东芯股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796267","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796267?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:12","pubTimestamp":1781655161,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月16日披露的机构调研信息，太平基金近期对1家上市公司进行了调研，相关名单如下：1）东芯股份 调研纪要：自2025年下半年以来，受海外存储大厂退出消费类市场影响，SLC NAND供给收缩，价格呈上涨趋势，供需失衡短期难改，价格有望继续向上。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700006758.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688110","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796297","title":"【机构调研记录】信达澳亚基金调研华光新材、东芯股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796297","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796297?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:12","pubTimestamp":1781655151,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月16日披露的机构调研信息，信达澳亚基金近期对2家上市公司进行了调研，相关名单如下：1）华光新材 调研纪要：公司电子领域业务2025年营收同比增长超110%，2026年一季度同比增长160%。2）东芯股份 调研纪要：自2025年下半年以来，受海外存储大厂退出消费类市场影响，SLC NAND供给收缩，价格呈上涨趋势，供需失衡短期难改，价格有望继续向上。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700006738.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688110","BK0256","BK0214","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643753344","title":"东芯股份：公司目前存货结构整体健康","url":"https://stock-news.laohu8.com/highlight/detail?id=2643753344","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643753344?lang=zh_cn&edition=full","pubTime":"2026-06-16 17:48","pubTimestamp":1781603313,"startTime":"0","endTime":"0","summary":"证券之星消息，东芯股份06月16日在投资者关系平台上答复投资者关心的问题。投资者提问：公司一季度存货达到了11.93亿的历史最高库存，请问公司是因为产量增加了吗？公司目前存货结构整体健康，并将持续关注市场动态，灵活调整库存策略与产能规划，积极把握市场机遇。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061600032205.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688110","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643538067","title":"东芯股份：公司高度重视技术研发与产品创新","url":"https://stock-news.laohu8.com/highlight/detail?id=2643538067","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643538067?lang=zh_cn&edition=full","pubTime":"2026-06-16 17:48","pubTimestamp":1781603305,"startTime":"0","endTime":"0","summary":"证券之星消息，东芯股份06月16日在投资者关系平台上答复投资者关心的问题。建议公司赶紧停牌融资收购砺算科技。公司高度重视技术研发与产品创新，始终坚持以市场需求为导向，保持高水平的研发投入以巩固核心竞争力。砺算科技作为公司的战略投资标的，公司持续关注其业务发展和技术进展。后续，公司将继续努力提升经营业绩，推动公司市值合理反映内在价值。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061600032195.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643246962","title":"东芯股份最新公告：董事暨核心技术人员辞任并补选董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2643246962","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643246962?lang=zh_cn&edition=full","pubTime":"2026-06-14 16:30","pubTimestamp":1781425809,"startTime":"0","endTime":"0","summary":"东芯股份(688110.SH)公告称，公司非独立董事AHNSEUNGHAN因个人原因辞任，同时不再认定为核心技术人员。其工作已平稳交接，不会对公司技术研发及核心竞争力产生实质性影响。公司董事会提名颜荣勤为非独立董事候选人，并调整董事会专门委员会成员，由蒋雨舟担任战略与可持续发展委员会委员。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 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18:09","pubTimestamp":1780999762,"startTime":"0","endTime":"0","summary":"证券之星消息，东芯股份(688110)06月09日在投资者关系平台上答复投资者关心的问题。投资者提问：请问公司的lpddr4x产品量产了吗？今年二季度是否有lpddr4x产品出货？规划的lpddr4x年产能是多少？东芯股份回复：尊敬的投资者您好！公司已有LPDDR4x产品进入量产阶段，并持续开发更多型号的LPDDR4x产品。公司将持续完善新产品研发布局，推动产品矩阵多元化发展。感谢您对公司的关注！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。相关 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年一季度实现营业收入4.79亿元，同比增长236.95%，归母净利润 1.38 亿元，同比扭亏为盈，毛利率提升至 53.17%，经营业绩显著改善。后续，公司将继续努力提升经营业绩，推动公司市值合理反映内在价值。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060900029720.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641122656","title":"每周股票复盘：东芯股份（688110）拟发H股募资扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2641122656","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641122656?lang=zh_cn&edition=full","pubTime":"2026-06-07 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08:14","pubTimestamp":1780532044,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月3日披露的机构调研信息，鑫元基金近期对1家上市公司进行了调研，相关名单如下：1）东芯股份 个股亮点：公司涉及的AI终端的产品主要包括耳机、手环、手表等。鑫元基金成立于2013年，截至目前，资产管理规模2496.0亿元，排名34/212；资产管理规模1304.88亿元，排名40/212；管理公募基金数204只，排名37/212；旗下公募基金经理24人，排名61/212。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400004327.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640908032","title":"东芯股份：公司持续围绕\"存、算、联\"一体化战略推进技术研发与产品迭代","url":"https://stock-news.laohu8.com/highlight/detail?id=2640908032","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640908032?lang=zh_cn&edition=full","pubTime":"2026-06-03 17:49","pubTimestamp":1780480146,"startTime":"0","endTime":"0","summary":"公司持续围绕\"存、算、联\"一体化战略推进技术研发与产品迭代。联接芯片方面，公司持续推进Wi-Fi 7无线通信芯片的研发设计，首款无线传输芯片已完成原型机样片测试，核心性能符合设计目标。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300036658.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640406919","title":"东芯股份（688110）披露2024年限制性股票激励计划首次授予部分第二个归属期归属结果暨股份上市公告，6月2日股价上涨0.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640406919","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640406919?lang=zh_cn&edition=full","pubTime":"2026-06-02 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