688439 振华风光
已收盘 07-02 15:00:00
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股市必读：振华风光（688439）6月29日董秘有最新回复
证券之星 · 06-30
股市必读：振华风光（688439）6月29日董秘有最新回复
股市必读：新发布《中信证券股份有限公司关于贵州振华风光半导体股份有限公司2025年年度报告的信息披露监管问询函回复的核查意见》
证券之星 · 06-29
股市必读：新发布《中信证券股份有限公司关于贵州振华风光半导体股份有限公司2025年年度报告的信息披露监管问询函回复的核查意见》
每周股票复盘：振华风光（688439）每股派现0.17元
证券之星 · 06-28
每周股票复盘：振华风光（688439）每股派现0.17元
振华风光：以六类产品为“点”实现技术突破
证券之星 · 06-25
振华风光：以六类产品为“点”实现技术突破
振华风光：截至目前，公司暂未布局光模块领域的跨阻放大器（TIA）相关技术或产品
证券之星 · 06-25
振华风光：截至目前，公司暂未布局光模块领域的跨阻放大器（TIA）相关技术或产品
每周股票复盘：振华风光（688439）核心技术人员夏良离职
证券之星 · 06-20
每周股票复盘：振华风光（688439）核心技术人员夏良离职
振华风光（688439）披露核心技术人员离职公告，6月17日股价下跌0.72%
证券之星 · 06-17
振华风光（688439）披露核心技术人员离职公告，6月17日股价下跌0.72%
振华风光：公司已基于高可靠技术积累积极布局聚焦低空经济、医疗电子、商业航天等国家战略新兴领域
证券之星 · 06-15
振华风光：公司已基于高可靠技术积累积极布局聚焦低空经济、医疗电子、商业航天等国家战略新兴领域
每周股票复盘：振华风光（688439）董事赵晓辉增持3380股
证券之星 · 06-14
每周股票复盘：振华风光（688439）董事赵晓辉增持3380股
振华风光：公司在T/R组件领域已有明确布局
证券之星 · 06-10
振华风光：公司在T/R组件领域已有明确布局
振华风光：6月9日董事赵晓辉增持股份合计3380股
证券之星 · 06-09
振华风光：6月9日董事赵晓辉增持股份合计3380股
6月8日振华风光跌6.84%，大成元鸿锦利债券A基金重仓该股
证券之星 · 06-08
6月8日振华风光跌6.84%，大成元鸿锦利债券A基金重仓该股
振华风光：公司小卫星相关业务进展均严格按照监管要求履行信息披露义务
证券之星 · 06-05
振华风光：公司小卫星相关业务进展均严格按照监管要求履行信息披露义务
振华风光：目前公司暂未参与"逐日工程"的微波无线传能技术研发或相关产业布局
证券之星 · 06-05
振华风光：目前公司暂未参与"逐日工程"的微波无线传能技术研发或相关产业布局
5月29日振华风光跌7.69%，大成元鸿锦利债券A基金重仓该股
证券之星 · 05-29
5月29日振华风光跌7.69%，大成元鸿锦利债券A基金重仓该股
每周股票复盘：振华风光（688439）2025年度股东会顺利召开
证券之星 · 05-24
每周股票复盘：振华风光（688439）2025年度股东会顺利召开
每周股票复盘：振华风光（688439）2025年净利1.70亿，拟每股分红0.17元
证券之星 · 05-17
每周股票复盘：振华风光（688439）2025年净利1.70亿，拟每股分红0.17元
振华风光（688439）披露2025年年度股东会会议资料，5月14日股价下跌1.63%
证券之星 · 05-14
振华风光（688439）披露2025年年度股东会会议资料，5月14日股价下跌1.63%
每周股票复盘：振华风光（688439）将举办2026年投资者接待日
证券之星 · 05-10
每周股票复盘：振华风光（688439）将举办2026年投资者接待日
振华风光（688439）披露将举办2026年投资者集体接待日暨2025年度业绩说明会，5月7日股价上涨2.2%
证券之星 · 05-07
振华风光（688439）披露将举办2026年投资者集体接待日暨2025年度业绩说明会，5月7日股价上涨2.2%
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公司概况
公司名称：
贵州振华风光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：
2022-08-26
主营业务：
贵州振华风光半导体股份有限公司的主营业务是高可靠集成电路设计、封装、测试及销售。公司的主要产品是放大器、专用转换器、接口驱动、电源管理器、RISC-V架构MCU、射频微波芯片。报告期内，公司质量提升成效显著，获得全国优秀QC成果一等奖1项，获得贵州省优秀QC成果特级3项、一级3项，获得贵州省全面质量管理优秀企业、制造企业质量管理能力评估“保证级”。
发行价格：
66.99
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15:30:00","preClose":47.98},"floatMarketCap":9172000000},"requestUrl":"/m/hq/s/688439/tweets","defaultTab":"tweets","newsList":[{"id":"2647672306","title":"股市必读：振华风光（688439）6月29日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2647672306","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647672306?lang=zh_cn&edition=full","pubTime":"2026-06-30 01:03","pubTimestamp":1782752594,"startTime":"0","endTime":"0","summary":"截至2026年6月29日收盘，振华风光报收于42.89元，下跌1.22%，换手率1.71%，成交量3.41万手，成交额1.45亿元。董秘最新回复投资者： 您好，我注意到贵公司2024年未提供业绩说明会视频回放。同时，2026年05月22日在上证路演中心召开了振华风光2025年年度暨2026年第一季度业绩暨现金分红说明会。当日关注点交易信息汇总：6月29日主力资金净流出1879.34万元，游资与散户资金分别净流入1050.29万元和829.05万元。","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/RB2026063000000832.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","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647453383","title":"股市必读：新发布《中信证券股份有限公司关于贵州振华风光半导体股份有限公司2025年年度报告的信息披露监管问询函回复的核查意见》","url":"https://stock-news.laohu8.com/highlight/detail?id=2647453383","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647453383?lang=zh_cn&edition=full","pubTime":"2026-06-29 04:06","pubTimestamp":1782677177,"startTime":"0","endTime":"0","summary":"公司公告汇总贵州振华风光半导体股份有限公司关于2025年年度报告的信息披露监管问询函的回复公告公司就上海证券交易所对其2025年年度报告的信息披露监管问询函作出回复，内容涵盖会计差错更正、经营业绩下滑、应收账款、存货、固定资产、关联交易、期间费用、商誉减值及募投项目进展等九大问题。","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/RB2026062900001284.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":["LU2148510915.USD","BK1147","LU1255011170.USD","BK1521","06030","LU0405327494.USD","LU1580142542.USD","LU1794554557.SGD","BK0188","LU1328615791.USD","LU1655091616.SGD","LU2495084118.USD","LU2289578879.USD","LU1781817850.SGD","LU1997245177.USD","LU1997245094.SGD","600030","BK0214","LU1997244956.HKD","BK1564","688439","LU1720050803.USD","BK0028","BK0183","159582","BK1516","LU0405327148.USD","BK0276","BK0012","BK0196","LU1064130708.USD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646315313","title":"每周股票复盘：振华风光（688439）每股派现0.17元","url":"https://stock-news.laohu8.com/highlight/detail?id=2646315313","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646315313?lang=zh_cn&edition=full","pubTime":"2026-06-28 03:10","pubTimestamp":1782587418,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，振华风光报收于43.42元，较上周的45.5元下跌4.57%。本周，振华风光6月25日盘中最高价报45.98元。本周关注点公司公告汇总：振华风光每股派发现金红利0.17元（含税），股权登记日为2026年6月29日。分派对象为截至股权登记日在中国证券登记结算有限责任公司上海分公司登记在册的全体股东。贵州振华风光半导体股份有限公司于近日收到中信证券《关于更换保荐代表人的函》。","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/RB2026062800000915.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":["BK0214","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646205058","title":"振华风光：以六类产品为“点”实现技术突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2646205058","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646205058?lang=zh_cn&edition=full","pubTime":"2026-06-25 15:37","pubTimestamp":1782373070,"startTime":"0","endTime":"0","summary":"公司是国内高可靠集成电路核心供应商，主要竞争对手多为高可靠领域相关研究院所，未来公司围绕以放大器、接口驱动、电源管理器、专用转换器、RISC-V 架构 MCU、射频微波芯片等六类产品为“点”，实现各细分领域技术突破；以三大微系统为“面”，重点发展射频微波、电机控制、信号调理系统，推动产品从单一芯片向系统级解决方案升级，具体各业务推进详情敬请查阅公司定期报告。","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/RB2026062500022973.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","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646820654","title":"振华风光：截至目前，公司暂未布局光模块领域的跨阻放大器（TIA）相关技术或产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2646820654","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646820654?lang=zh_cn&edition=full","pubTime":"2026-06-25 15:37","pubTimestamp":1782373067,"startTime":"0","endTime":"0","summary":"证券之星消息，振华风光(688439)06月25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：请问贵公司有布局光模块中的跨阻放大器TIA相关技术和产品吗？振华风光回复：答：尊敬的投资者，您好！截至目前，公司暂未布局光模块领域的跨阻放大器（TIA）相关技术或产品。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。责任编辑：沈彬","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/RB2026062500022966.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","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644206550","title":"每周股票复盘：振华风光（688439）核心技术人员夏良离职","url":"https://stock-news.laohu8.com/highlight/detail?id=2644206550","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644206550?lang=zh_cn&edition=full","pubTime":"2026-06-20 02:55","pubTimestamp":1781895310,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘，振华风光报收于45.5元，较上周的43.69元上涨4.14%。本周，振华风光6月16日盘中最高价报46.2元。6月15日盘中最低价报43.52元。振华风光当前最新总市值91.0亿元，在军工电子板块市值排名34/62，在两市A股市值排名2121/5206。夏良先生在职期间参与申请的专利等知识产权均为职务成果，归属公司所有，不存在知识产权纠纷。公司研发团队结构完整，现有核心技术人员能够支持公司技术研发和持续经营，其离职不会对公司产生实质性影响。","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/RB2026062000000941.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":["BK0214","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644428877","title":"振华风光（688439）披露核心技术人员离职公告，6月17日股价下跌0.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644428877","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644428877?lang=zh_cn&edition=full","pubTime":"2026-06-17 22:31","pubTimestamp":1781706675,"startTime":"0","endTime":"0","summary":"截至2026年6月17日收盘，振华风光报收于45.36元，较前一交易日下跌0.72%，最新总市值为90.72亿元。该股当日开盘45.08元，最高45.76元，最低44.91元，成交额达1.15亿元，换手率为1.27%。公告显示，公司核心技术人员夏良先生因个人原因申请辞去公司职务，已办理离职手续，不再担任公司任何职务。夏良先生在职期间参与申请的专利等知识产权均为职务成果，归属公司所有，不存在知识产权纠纷。","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/RB2026061700042293.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":["688439","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643472273","title":"振华风光：公司已基于高可靠技术积累积极布局聚焦低空经济、医疗电子、商业航天等国家战略新兴领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2643472273","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643472273?lang=zh_cn&edition=full","pubTime":"2026-06-15 15:37","pubTimestamp":1781509078,"startTime":"0","endTime":"0","summary":"证券之星消息，振华风光06月15日在投资者关系平台上答复投资者关心的问题。公司业绩下滑主要受高可靠集成电路阶段性需求放缓、客户去库存行为、产品价格调整等因素影响所致，在民品领域拓展方面，公司已基于高可靠技术积累积极布局聚焦低空经济、医疗电子、商业航天等国家战略新兴领域，开展市场需求精准调研，推出低成本、高适配性的民用产品方案。","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/RB2026061500013597.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","159891","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643171032","title":"每周股票复盘：振华风光（688439）董事赵晓辉增持3380股","url":"https://stock-news.laohu8.com/highlight/detail?id=2643171032","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643171032?lang=zh_cn&edition=full","pubTime":"2026-06-14 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15:57","pubTimestamp":1781078233,"startTime":"0","endTime":"0","summary":"证券之星消息，振华风光(688439)06月10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：懂秘你好！请问贵司有布局和研发相控阵雷达T/R组件及T/R芯片吗？振华风光回复：尊敬的投资者，您好!公司在T/R组件领域已有明确布局，目前已有6款产品可应用于T/R组件。其中部分产品已于2025年第三季度实现供货，并处于小批量订货阶段，主要应用于通信、雷达等领域。在射频技术方面，公司已推出射频收发系统解决方案，持续完善相关能力。未来将结合技术发展和市场需求，进一步优化相关产品布局。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。","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/RB2026061000025321.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","688439"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642467540","title":"振华风光：6月9日董事赵晓辉增持股份合计3380股","url":"https://stock-news.laohu8.com/highlight/detail?id=2642467540","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642467540?lang=zh_cn&edition=full","pubTime":"2026-06-09 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