688126 沪硅产业
已收盘 04-10 15:00:01
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国信证券：推荐周期向上且低位的模拟芯片及需求旺盛的算力芯片
智通财经 · 04-08
国信证券：推荐周期向上且低位的模拟芯片及需求旺盛的算力芯片
每周股票复盘：沪硅产业（688126）子公司拟签订许可协议获股东会通过
证券之星 · 04-05
每周股票复盘：沪硅产业（688126）子公司拟签订许可协议获股东会通过
沪硅产业（688126）披露子公司拟签订许可协议暨关联交易议案，4月3日股价下跌1.72%
证券之星 · 04-03
沪硅产业（688126）披露子公司拟签订许可协议暨关联交易议案，4月3日股价下跌1.72%
4月3日沪硅产业创60日新低，科创50ETF华夏基金重仓该股
证券之星 · 04-03
4月3日沪硅产业创60日新低，科创50ETF华夏基金重仓该股
可靠、可控、安全！科创板半导体产业韧性足
证券日报 · 04-02
可靠、可控、安全！科创板半导体产业韧性足
每周股票复盘：沪硅产业（688126）子公司拟签1150万美元许可协议
证券之星 · 03-15
每周股票复盘：沪硅产业（688126）子公司拟签1150万美元许可协议
沪硅产业（688126）披露子公司拟签订SOI知识产权许可协议暨关联交易公告，3月13日股价下跌0.97%
证券之星 · 03-13
沪硅产业（688126）披露子公司拟签订SOI知识产权许可协议暨关联交易公告，3月13日股价下跌0.97%
沪硅产业最新公告：子公司拟与SOITECS.A.签订许可协议
证券之星 · 03-13
沪硅产业最新公告：子公司拟与SOITECS.A.签订许可协议
12个半导体项目同日签约落户红莲湖
市场资讯 · 03-05
12个半导体项目同日签约落户红莲湖
每周股票复盘：沪硅产业（688126）2025年净亏14.76亿
证券之星 · 03-01
每周股票复盘：沪硅产业（688126）2025年净亏14.76亿
沪硅产业发布2025年度业绩快报，亏损14.758亿元
证券之星 · 02-27
沪硅产业发布2025年度业绩快报，亏损14.758亿元
鑫华半导体冲刺科创板：9个月营收13亿，净利7759万 拟募资13亿
雷递网 · 02-26
鑫华半导体冲刺科创板：9个月营收13亿，净利7759万 拟募资13亿
沪硅产业宣布子公司拟签署多晶硅采购框架协议 预计总金额高达30亿元
美股速递 · 02-06
沪硅产业宣布子公司拟签署多晶硅采购框架协议 预计总金额高达30亿元
沪硅产业(688126.SH)下属与鑫华半导体及其子公司签订电子级多晶硅采购框架合同
智通财经 · 02-06
沪硅产业(688126.SH)下属与鑫华半导体及其子公司签订电子级多晶硅采购框架合同
沪硅产业(688126.SH)股东国家集成电路产业投资基金拟减持不超3%股份
智通财经 · 02-06
沪硅产业(688126.SH)股东国家集成电路产业投资基金拟减持不超3%股份
国家集成电路产业投资基金拟于3月10日至6月9日减持沪硅产业不超过3%股份
美股速递 · 02-06
国家集成电路产业投资基金拟于3月10日至6月9日减持沪硅产业不超过3%股份
智算规模突破12万P，上海加快沪产芯片规模化部署
上观新闻 · 01-27
智算规模突破12万P，上海加快沪产芯片规模化部署
每周股票复盘：大基金减持沪硅产业（688126）1638.77万股
证券之星 · 01-25
每周股票复盘：大基金减持沪硅产业（688126）1638.77万股
1月20日增减持汇总：暂无增持 沪硅产业等14股减持（表）
新浪证券 · 01-20
1月20日增减持汇总：暂无增持 沪硅产业等14股减持（表）
1月20日沪硅产业发布公告，股东减持1638.77万股
证券之星 · 01-20
1月20日沪硅产业发布公告，股东减持1638.77万股
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公司概况
公司名称：
上海硅产业集团股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2020-04-20
主营业务：
上海硅产业集团股份有限公司的主营业务是半导体硅片及其他材料的研发、生产和销售。公司的主要产品是300mm抛光片及外延片、200mm及以下抛光片及外延片、SOI硅片、压电薄膜衬底材料。
发行价格：
3.89
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10:59","pubTimestamp":1775617149,"startTime":"0","endTime":"0","summary":"投资策略：推荐周期向上且低位的模拟芯片及需求旺盛的算力芯片从全球模拟芯片来看，目前处于去库存完成的周期向上初期，TI、ADI均表示Q1淡季不淡，国内厂商在此基础上继续受益份额提高趋势，前几年研发布局的新产品进入收入变现期，且价格竞争环境也有所改善，板块盈利能力有望持续提高，建议关注模拟芯片企业圣邦股份、思瑞浦、杰华特、纳芯微、南芯科技、晶丰明源、艾为电子等。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1425752.html","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":"stock_zhitongcaijing","symbols":["BK0028","688347","NVDA","002736","688126","ON","SOX","06809","BK0183","BK0188","BK4588","UMC","BK4535","AMD","01347","BK0276","BK4585","688008"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2625761690","title":"每周股票复盘：沪硅产业（688126）子公司拟签订许可协议获股东会通过","url":"https://stock-news.laohu8.com/highlight/detail?id=2625761690","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625761690?lang=zh_cn&edition=full","pubTime":"2026-04-05 02:09","pubTimestamp":1775326151,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘，沪硅产业报收于16.61元，较上周的17.59元下跌5.57%。本周关注点公司公告汇总：子公司拟签订许可协议暨关联交易议案获股东会通过，同意票占比99.7998%公司公告汇总北京市嘉源律师事务所对上海硅产业集团股份有限公司2026年第二次临时股东会进行见证，出具法律意见书。出席会议的股东共628人，代表有表决权股份总数1,686,463,412股，占公司总表决权股份的51.0272%。","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/RB2026040500000466.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","688126"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624596076","title":"沪硅产业（688126）披露子公司拟签订许可协议暨关联交易议案，4月3日股价下跌1.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2624596076","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624596076?lang=zh_cn&edition=full","pubTime":"2026-04-03 17:35","pubTimestamp":1775208918,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘，沪硅产业报收于16.61元，较前一交易日下跌1.72%，最新总市值为548.96亿元。近日，沪硅产业发布《2026年第二次临时股东会决议公告》。公告显示，公司于2026年3月31日召开2026年第二次临时股东会，审议通过了《关于子公司拟签订许可协议暨关联交易的议案》，该议案对中小投资者单独计票。出席会议的股东共628人，代表有表决权股份总数1,686,463,412股，占公司总表决权股份的51.0272%。","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/RB2026040300034515.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":["688126","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624265560","title":"4月3日沪硅产业创60日新低，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2624265560","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624265560?lang=zh_cn&edition=full","pubTime":"2026-04-03 16:11","pubTimestamp":1775203913,"startTime":"0","endTime":"0","summary":"证券之星消息，4月3日沪硅产业创60日新低，收盘报16.61元，当日跌1.72%，换手率0.51%，成交量13.87万手，成交额2.33亿元。重仓沪硅产业的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共52家，其中持有数量最多的公募基金为华夏基金的科创50ETF华夏。该公募基金现任基金经理为荣膺。","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/RB2026040300031135.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","588000","688126"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624950277","title":"可靠、可控、安全！科创板半导体产业韧性足","url":"https://stock-news.laohu8.com/highlight/detail?id=2624950277","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624950277?lang=zh_cn&edition=full","pubTime":"2026-04-02 21:19","pubTimestamp":1775135940,"startTime":"0","endTime":"0","summary":"近期，科创板半导体企业进入年报密集披露期。目前，科创板汇聚128家半导体企业，占A股同类企业超过六成，形成设计、制造、封测、设备、材料全链条布局，合计IPO募资金额突破3000亿元。 基于可靠、可控、安全的行业生态，中国半导体行业打造了双循环的产业体系。AI算力需求持续攀升，科创板多细分赛道爆发增长。2025年年报显示，科创板AI算力芯片企业净利润普遍实现扭亏或大幅缩亏。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-04-02/doc-inhtcnft7670093.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, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-04-02/doc-inhtcnft7670093.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":"sina","symbols":["00981","688981","588750","BK4588","588170","BK4535","BK4585","000680","688126"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619912096","title":"每周股票复盘：沪硅产业（688126）子公司拟签1150万美元许可协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2619912096","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619912096?lang=zh_cn&edition=full","pubTime":"2026-03-15 02:05","pubTimestamp":1773511516,"startTime":"0","endTime":"0","summary":"截至2026年3月13日收盘，沪硅产业报收于19.34元，较上周的19.57元下跌1.18%。本周，沪硅产业3月11日盘中最高价报20.03元。会议审议《关于子公司拟签订许可协议暨关联交易的议案》，该议案对中小投资者单独计票。","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/RB2026031500000492.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688126","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619113051","title":"沪硅产业（688126）披露子公司拟签订SOI知识产权许可协议暨关联交易公告，3月13日股价下跌0.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619113051","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619113051?lang=zh_cn&edition=full","pubTime":"2026-03-13 22:26","pubTimestamp":1773411985,"startTime":"0","endTime":"0","summary":"截至2026年3月13日收盘，沪硅产业报收于19.34元，较前一交易日下跌0.97%，最新总市值为639.19亿元。该股当日开盘19.23元，最高19.76元，最低19.16元，成交额达5.04亿元，换手率为0.95%。近日，上海硅产业集团股份有限公司披露公告显示，其控股子公司新傲科技、新傲芯翼拟与关联方SOITEC S.A.签订许可协议，获得SOI相关知识产权许可，用于在中国境内开发、制造及销售SOI硅片。本次交易尚需提交公司股东大会审议。","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/RB2026031300041688.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":["688126","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619195820","title":"沪硅产业最新公告：子公司拟与SOITECS.A.签订许可协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2619195820","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619195820?lang=zh_cn&edition=full","pubTime":"2026-03-13 18:11","pubTimestamp":1773396664,"startTime":"0","endTime":"0","summary":"沪硅产业公告称，公司控股子公司新傲科技、新傲芯翼拟与SOITEC 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