688521 芯原股份
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每周股票复盘：芯原股份（688521）Q4新签订单24.94亿元
证券之星 · 01:16
每周股票复盘：芯原股份（688521）Q4新签订单24.94亿元
高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）
投研派 · 12-31 18:04
高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）
【机构调研记录】诺安基金调研芯原股份、晶升股份
证券之星 · 12-31 08:12
【机构调研记录】诺安基金调研芯原股份、晶升股份
【机构调研记录】海富通基金调研中通客车、芯原股份
证券之星 · 12-31 08:12
【机构调研记录】海富通基金调研中通客车、芯原股份
【机构调研记录】易米基金调研芯原股份
证券之星 · 12-31 08:12
【机构调研记录】易米基金调研芯原股份
【机构调研记录】博时基金调研柳 工、芯原股份等4只个股（附名单）
证券之星 · 12-31 08:11
【机构调研记录】博时基金调研柳 工、芯原股份等4只个股（附名单）
芯原股份拟新增3000万元关联交易额度 向芯思原采购IP及设计服务
中金财经 · 12-30 23:18
芯原股份拟新增3000万元关联交易额度 向芯思原采购IP及设计服务
芯原股份：收购逐点半导体的控制权将提升公司在显示后处理IP领域的竞争力
证券日报 · 12-30 21:41
芯原股份：收购逐点半导体的控制权将提升公司在显示后处理IP领域的竞争力
芯原股份：截至今年三季度末公司在手订单32.86亿元
证券日报 · 12-30 21:41
芯原股份：截至今年三季度末公司在手订单32.86亿元
芯原股份2020年股权激励第三期归属条件达成，同时作废部分未归属股票
中金财经 · 12-30 21:11
芯原股份2020年股权激励第三期归属条件达成，同时作废部分未归属股票
冲击5连阳！科创人工智能ETF华宝（589520）盘中上探1.2%！芯原股份领涨超4%，AI芯片需求快速增长！
新浪基金 · 2025-12-30
冲击5连阳！科创人工智能ETF华宝（589520）盘中上探1.2%！芯原股份领涨超4%，AI芯片需求快速增长！
芯原股份（688521）披露作废处理部分限制性股票公告，12月29日股价上涨5.71%
证券之星 · 2025-12-29
芯原股份（688521）披露作废处理部分限制性股票公告，12月29日股价上涨5.71%
12月29日芯原股份涨5.71%，易方达上证科创板50成分ETF基金重仓该股
证券之星 · 2025-12-29
12月29日芯原股份涨5.71%，易方达上证科创板50成分ETF基金重仓该股
芯原股份涨5.71%，群益证券二个月前给出“买入”评级，目标价250.00元
证券之星 · 2025-12-29
芯原股份涨5.71%，群益证券二个月前给出“买入”评级，目标价250.00元
芯原股份（688521）披露股东减持股份计划公告，12月26日股价上涨0.2%
证券之星 · 2025-12-26
芯原股份（688521）披露股东减持股份计划公告，12月26日股价上涨0.2%
芯原股份(688521.SH)：10月1日至12月25日新签订单24.94亿元 第四季度AI算力相关订单占比超84%
智通财经网 · 2025-12-26
芯原股份(688521.SH)：10月1日至12月25日新签订单24.94亿元 第四季度AI算力相关订单占比超84%
芯原股份(688521.SH)：国家集成电路基金拟减持不超1.7%股份
智通财经 · 2025-12-26
芯原股份(688521.SH)：国家集成电路基金拟减持不超1.7%股份
芯原股份股东大基金拟减持不超1.7%公司股份
美股速递 · 2025-12-26
芯原股份股东大基金拟减持不超1.7%公司股份
揭秘年内72单重大重组失利，半导体赛道失败率高
21世纪经济报道 · 2025-12-25
揭秘年内72单重大重组失利，半导体赛道失败率高
半导体领域多起并购终止 行业长期整合趋势不改
滚动播报 · 2025-12-25
半导体领域多起并购终止 行业长期整合趋势不改
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公司概况
公司名称：
芯原微电子(上海)股份有限公司
所属行业：
软件和信息技术服务业
上市日期：
2020-08-18
主营业务：
芯原微电子(上海)股份有限公司的主营业务是依托自主半导体IP，为客户提供平台化、全方位、一站式芯片定制服务和半导体IP授权服务。公司的主要产品是芯片设计业务、芯片量产业务、半导体IP授权服务。2020年，公司在科创板上市时，曾被誉为“中国半导体IP第一股”；随着公司业务在业界获得更广泛的关注度和更深的认知度，目前公司已被业界誉为“AIASIC龙头企业”。
发行价格：
38.53
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15:30:00","preClose":140.99},"floatMarketCap":72027000000},"requestUrl":"/m/hq/s/688521","defaultTab":"news","newsList":[{"id":"2600070033","title":"每周股票复盘：芯原股份（688521）Q4新签订单24.94亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2600070033","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600070033?lang=zh_cn&edition=full","pubTime":"2026-01-02 01:16","pubTimestamp":1767287770,"startTime":"0","endTime":"0","summary":"截至2025年12月26日收盘，芯原股份报收于127.9元，较上周的125.11元上涨2.23%。本周，芯原股份12月24日盘中最高价报139.39元。来自机构调研要点：截至2025年12月25日，公司第四季度新签订单24.94亿元，AI算力相关订单占比超84%。交易信息汇总12月31日芯原股份发生1笔大宗交易，成交金额410.91万元。答：截至2025年三季度末，在手订单达32.86亿元，连续八个季度保持高位。截至12月25日，第四季度新签订单24.94亿元，创历史新高，在手订单预计维持高位。","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/RB2026010200000176.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":["SGXZ49509284.SGD","SGXZ81163826.USD","BK0231","688521"],"gpt_icon":0},{"id":"2595770914","title":"高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2595770914","media":"投研派","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595770914?lang=zh_cn&edition=full","pubTime":"2025-12-31 18:04","pubTimestamp":1767175473,"startTime":"0","endTime":"0","summary":"高盛12月30日发布了最新研报，标题是《摩尔线程：顺应AI趋势的本土GPU供应商；面相大规模计算集群的新型GPU平台》。对中国半导体行业的启示：高盛看好先进制程和生成式AI对中国半导体在 IP、设计、代工、半导体设备及先进封装领域发展的支撑作用，同时也看好本土客户供应链多元化的趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231230637a48f1028&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231230637a48f1028&s=b","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":"tencent","symbols":["00981","BK1614","IE0034224299.USD","688256","SG9999006597.SGD","01347","688521","BK1163","688347","688012","BK1607","LU0052750758.USD","002371","LU0320764599.SGD","LU0708995583.HKD","BK1589","688981"],"gpt_icon":1},{"id":"2595745238","title":"【机构调研记录】诺安基金调研芯原股份、晶升股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2595745238","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595745238?lang=zh_cn&edition=full","pubTime":"2025-12-31 08:12","pubTimestamp":1767139957,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月30日披露的机构调研信息，诺安基金近期对2家上市公司进行了调研，相关名单如下：1）芯原股份 调研纪要：未来随着芯片设计业务订单增加，研发投入占营收比重将下降。2）晶升股份 调研纪要：随着半导体行业复苏，公司业务较上半年逐步改善。","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/RB2025123100008239.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":["688478","SGXZ81163826.USD","BK0231","688521","BK0251","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2595473745","title":"【机构调研记录】海富通基金调研中通客车、芯原股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2595473745","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595473745?lang=zh_cn&edition=full","pubTime":"2025-12-31 08:12","pubTimestamp":1767139935,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月30日披露的机构调研信息，海富通基金近期对2家上市公司进行了调研，相关名单如下：1）中通客车 调研纪要：出口业务增长与中国整体出口形势向好密切相关，自2022年起中国出口进一步增长，公司在中东尤其是沙特市场实现突破。2）芯原股份 调研纪要：截至2025年12月25日，公司第四季度新签订单24.94亿元，AI算力相关订单占比超84%，涵盖云侧和端侧。","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/RB2025123100008229.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":["SGXZ49509284.SGD","BK0264","000957","SGXZ81163826.USD","688521","BK0188","BK0014","BK0231"],"gpt_icon":0},{"id":"2595451017","title":"【机构调研记录】易米基金调研芯原股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2595451017","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595451017?lang=zh_cn&edition=full","pubTime":"2025-12-31 08:12","pubTimestamp":1767139929,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月30日披露的机构调研信息，易米基金近期对1家上市公司进行了调研，相关名单如下：1）芯原股份 调研纪要：截至2025年12月25日，公司第四季度新签订单24.94亿元，AI算力相关订单占比超84%，涵盖云侧和端侧。旗下最近一年表现最佳的公募基金产品为易米中证科创创业50指数增强发起A，最新单位净值为1.15，近一年增长51.16%。","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/RB2025123100008223.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":["688521","BK0231","SGXZ49509284.SGD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2595454157","title":"【机构调研记录】博时基金调研柳 工、芯原股份等4只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2595454157","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595454157?lang=zh_cn&edition=full","pubTime":"2025-12-31 08:11","pubTimestamp":1767139914,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月30日披露的机构调研信息，博时基金近期对4家上市公司进行了调研，相关名单如下：1）柳 工 调研纪要：公司对超额完成2026年度预算目标具有充足信心，2025年净利率增长面临挑战，2026年将提升研发与营销投入。已实施约5,523万股股份回购用于股权激励，方案待审批。2）芯原股份 调研纪要：截至2025年12月25日，公司第四季度新签订单24.94亿元，AI算力相关订单占比超84%，涵盖云侧和端侧。","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/RB2025123100008203.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":["BK0231","SGXZ81163826.USD","SGXZ49509284.SGD","688521"],"gpt_icon":0},{"id":"2595471556","title":"芯原股份拟新增3000万元关联交易额度 向芯思原采购IP及设计服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2595471556","media":"中金财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595471556?lang=zh_cn&edition=full","pubTime":"2025-12-30 23:18","pubTimestamp":1767107908,"startTime":"0","endTime":"0","summary":"中访网数据 芯原微电子(上海)股份有限公司于12月29日召开董事会，审议通过了增加日常关联交易预计额度的议案。公司拟在本年度内，新增向关联方芯思原微电子有限公司采购半导体IP及芯片设计服务的交易额度3000万元人民币。此次增加后，公司2025年度向芯思原的原材料采购预计总额度将调整为6200万元。公司表示，该关联交易为正常经营所需，交易定价遵循市场化原则，公允合理，不会损害公司及中小股东利益，亦不影响公司独立性。","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":"http://sc.stock.cnfol.com/ggzixun/20251230/31905066.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["SGXZ49509284.SGD","IE00B3T34201.USD","LU1481599808.USD","BK4588","LU1169589451.USD","LU2463526074.USD","IP","BK0231","LU1481600234.SGD","LU1169590202.USD","SGXZ81163826.USD","BK4136","BK4585","688521","LU1487256676.USD"],"gpt_icon":0},{"id":"2595790929","title":"芯原股份：收购逐点半导体的控制权将提升公司在显示后处理IP领域的竞争力","url":"https://stock-news.laohu8.com/highlight/detail?id=2595790929","media":"证券日报 ","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595790929?lang=zh_cn&edition=full","pubTime":"2025-12-30 21:41","pubTimestamp":1767102060,"startTime":"0","endTime":"0","summary":"证券日报网12月30日讯 ，芯原股份在接受调研者提问时表示，公司公告拟以天遂芯愿为收购主体收购逐点半导体的控制权。本次收购完成后，公司的图像前处理IP与逐点半导体的图像后处理IP相结合，将为手机客户提供一套完整的图像处理方案，提升公司在显示后处理IP领域的竞争力。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-30/doc-inhequpk4186590.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/stock/relnews/cn/2025-12-30/doc-inhequpk4186590.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0231","SGXZ49509284.SGD","LU1481600234.SGD","IE00B3T34201.USD","SOXX","LU1169589451.USD","688521","SGXZ81163826.USD","SMH","BK4585","BK4588","LU1169590202.USD","LU1481599808.USD","LU2463526074.USD","BK4136","LU1487256676.USD"],"gpt_icon":0},{"id":"2595107790","title":"芯原股份：截至今年三季度末公司在手订单32.86亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595107790","media":"证券日报 ","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595107790?lang=zh_cn&edition=full","pubTime":"2025-12-30 21:41","pubTimestamp":1767102060,"startTime":"0","endTime":"0","summary":"证券日报网12月30日讯 ，芯原股份在接受调研者提问时表示，截至今年三季度末，公司在手订单32.86亿元，已连续八个季度保持高位。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-30/doc-inhequpm5711637.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/stock/relnews/cn/2025-12-30/doc-inhequpm5711637.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":"sina","symbols":["BK0231","688521","SGXZ49509284.SGD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2595974727","title":"芯原股份2020年股权激励第三期归属条件达成，同时作废部分未归属股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2595974727","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595974727?lang=zh_cn&edition=full","pubTime":"2025-12-30 21:11","pubTimestamp":1767100306,"startTime":"0","endTime":"0","summary":"中访网数据 芯原微电子(上海)股份有限公司于2025年12月29日召开董事会会议，审议通过了其2020年限制性股票激励计划的相关事项。根据公告，公司2020年激励计划中预留授予的第二批次限制性股票已进入第三个归属期。经审核，该批次涉及的19名激励对象归属条件已成就，可归属的限制性股票数量共计5.9000万股。公司董事会同意为相关激励对象办理归属及股份登记手续。","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":"http://sc.stock.cnfol.com/ggzixun/20251230/31904735.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0231","SGXZ49509284.SGD","688521","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2595768578","title":"冲击5连阳！科创人工智能ETF华宝（589520）盘中上探1.2%！芯原股份领涨超4%，AI芯片需求快速增长！","url":"https://stock-news.laohu8.com/highlight/detail?id=2595768578","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595768578?lang=zh_cn&edition=full","pubTime":"2025-12-30 11:08","pubTimestamp":1767064080,"startTime":"0","endTime":"0","summary":"今日AI方向表现活跃，重点布局国产AI产业链的科创人工智能ETF华宝场内涨幅一度上探1.2%，现涨0.68%，盘中收复60日均线，冲击日线5连阳！ 消息面上，芯原股份第四季度新签订单近25亿元，较去年第四季度全期大幅增长129.94%，再创历史单季度新高。第四季度新签订单中，AI算力相关订单占比超84%。","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://finance.sina.com.cn/money/fund/etf/2025-12-30/doc-inhepxiq7231124.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":"sina","symbols":["SGXZ81163826.USD","BK0231","589520","688521","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2595773322","title":"芯原股份（688521）披露作废处理部分限制性股票公告，12月29日股价上涨5.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2595773322","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595773322?lang=zh_cn&edition=full","pubTime":"2025-12-29 22:01","pubTimestamp":1767016879,"startTime":"0","endTime":"0","summary":"截至2025年12月29日收盘，芯原股份报收于135.2元，较前一交易日上涨5.71%，最新总市值为710.96亿元。近日，芯原股份召开董事会，审议通过作废处理2022年和2025年限制性股票激励计划中部分已授予但尚未归属的限制性股票。因2022年激励计划预留授予第三个归属期未达业绩考核目标，作废该期拟归属的第二类限制性股票21.6400万股；因部分2025年激励计划首次授予对象离职，作废其已获授股票0.1500万股。本次合计作废21.7900万股。","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/RB2025122900036986.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","SGXZ81163826.USD","688521","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2595409207","title":"12月29日芯原股份涨5.71%，易方达上证科创板50成分ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2595409207","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595409207?lang=zh_cn&edition=full","pubTime":"2025-12-29 15:34","pubTimestamp":1766993691,"startTime":"0","endTime":"0","summary":"证券之星消息，12月29日芯原股份涨5.71%，收盘报135.2元，换手率6.34%，成交量31.77万手，成交额44.07亿元。根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共255家，其中持有数量最多的公募基金为易方达基金的易方达上证科创板50成分ETF。易方达上证科创板50成分ETF目前规模为767.61亿元，最新净值1.372，较上一交易日下跌0.23%，近一年上涨31.71%。","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/RB2025122900014493.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":["515890","510300","000300.SH","510880","SGXZ49509284.SGD","512880","BK0231","399001","159967","000905.SH","399006","688521","SGXZ81163826.USD","000688.SH","512510"],"gpt_icon":0},{"id":"2595718207","title":"芯原股份涨5.71%，群益证券二个月前给出“买入”评级，目标价250.00元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595718207","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595718207?lang=zh_cn&edition=full","pubTime":"2025-12-29 15:34","pubTimestamp":1766993678,"startTime":"0","endTime":"0","summary":"今日芯原股份涨5.71%，收盘报135.2元。2025年10月9日，群益证券研究员朱吉翔发布了对芯原股份的研报《3Q25收入高速增长，在手订单创新高》，该研报对芯原股份给出“买入”评级，认为其目标价为250.0元，现价距离目标价尚有84.91%的涨幅空间。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为38.4%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为光大证券的黄筱茜、刘凯。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122900014489.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":["688521","161027"],"gpt_icon":0},{"id":"2594102291","title":"芯原股份（688521）披露股东减持股份计划公告，12月26日股价上涨0.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2594102291","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594102291?lang=zh_cn&edition=full","pubTime":"2025-12-26 22:03","pubTimestamp":1766757797,"startTime":"0","endTime":"0","summary":"截至2025年12月26日收盘，芯原股份报收于127.9元，较前一交易日上涨0.2%，最新总市值为672.57亿元。该股当日开盘126.1元，最高128.7元，最低124.0元，成交额达20.18亿元，换手率为3.19%。近日，芯原股份发布股东减持股份计划公告。公告显示，截至公告披露日，国家集成电路产业投资基金股份有限公司持有芯原微电子（上海）股份有限公司34,724,272股，占总股本的6.6034%。本次减持不会导致公司控制权变更，符合相关法律法规及承诺。股东此前未减持公司股票。","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/RB2025122600035636.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688521","SGXZ49509284.SGD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2594729935","title":"芯原股份(688521.SH)：10月1日至12月25日新签订单24.94亿元 第四季度AI算力相关订单占比超84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2594729935","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594729935?lang=zh_cn&edition=full","pubTime":"2025-12-26 20:57","pubTimestamp":1766753877,"startTime":"0","endTime":"0","summary":"智通财经APP讯，芯原股份 发布公告，2025年10月1日至2025年12月25日，公司新签订单24.94亿元，较去年第四季度全期大幅增长129.94%，较今年第三季度全期进一步增长56.54%，继2025年第二、三季度单季度新签订单屡创历史新高后，再创历史单季度新高，将为公司未来营业收入增长提供有力的保障。截至2025年12月25日，公司第四季度新签订单金额中绝大部分为一站式芯片定制业务订单，AI算力相关订单占比超84%，数据处理领域订单占比近76%。","market":"sg","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/1386127.html","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":"highlight_zhitongcaijin","symbols":["SGXZ49509284.SGD","SGXZ81163826.USD","BK0231","688521"],"gpt_icon":0},{"id":"2594993382","title":"芯原股份(688521.SH)：国家集成电路基金拟减持不超1.7%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2594993382","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594993382?lang=zh_cn&edition=full","pubTime":"2025-12-26 20:55","pubTimestamp":1766753738,"startTime":"0","endTime":"0","summary":"智通财经APP讯，芯原股份(688521.SH)发布公告，公司于近日收到国家集成电路基金发送的《上市公司股东股份减持计划告知函》，因股东自身经营管理需要，国家集成电路基金计划通过集中竞价(含盘后固定价格交易)和大宗交易方式合计减持不超过893.96万股公司股份，减持比例不超过1.7%。","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":"http://www.zhitongcaijing.com/content/detail/1386125.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"芯原股份(688521.SH)：国家集成电路基金拟减持不超1.7%股份","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688521","159546","BK0231","SGXZ81163826.USD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"1147467172","title":"芯原股份股东大基金拟减持不超1.7%公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1147467172","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1147467172?lang=zh_cn&edition=full","pubTime":"2025-12-26 19:15","pubTimestamp":1766747712,"startTime":"0","endTime":"0","summary":"芯原股份公告称，其股东国家集成电路产业投资基金（简称“大基金”）计划通过集中竞价方式减持公司股份，减持比例不超过公司总股本的1.7%。\n此次减持计划若实施完毕，大基金持股比例将相应下降。市场普遍关注此次减持对芯原股份股价及集成电路板块情绪可能带来的影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ81163826.USD","SGXZ49509284.SGD","688521","BK0231"],"gpt_icon":0},{"id":"2594289283","title":"揭秘年内72单重大重组失利，半导体赛道失败率高","url":"https://stock-news.laohu8.com/highlight/detail?id=2594289283","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594289283?lang=zh_cn&edition=full","pubTime":"2025-12-25 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