On August 25, Hengshuo Co., Ltd. shares rose 4.16%, with trading volume of RMB 393 million, turnover rate of 4.97%, and total market value of RMB 8.188 billion.
Anomaly analysis
Memory chips + SMIC International concept + automotive chips + chip concepts + MCU chips
1. Hengshuo Semiconductor (Hefei) Co., Ltd. is an integrated circuit design enterprise whose main businesses are the research, design, and sales of memory chips and MCU chips. The company’s current main products include NOR Flash memory chips and general 32-bit MCU chips based on the Arm Cortex-M0+ core architecture.
2. March 24, 2023, an interaction response on Yidongyi: The company’s wafer foundries mainly include Wuhan Xinxin and SMIC International, and it has established long-term and stable cooperation with them.
3. According to the 2025 annual report: Automotive certification—some NOR Flash products have already passed AEC-Q100 certification. The company will work to achieve full-capacity series certification for automotive-grade products to meet the automotive industry’s demand for high-reliability storage solutions.
4. The company’s main business is an integrated circuit design enterprise engaged in the R&D, design, and sales of memory chips and MCU chips. The company’s current main products include NOR Flash memory chips and general-purpose 32-bit MCU chips based on the Arm Cortex-M0+ core architecture.
5. Hengluer Semiconductor (Hefei) Co., Ltd. is mainly engaged in the R&D, design, and sales of ICs for memory chips and MCU chips. The company is an integrated circuit design enterprise. The company’s main products currently include NOR Flash memory chips and general-purpose 32-bit MCU chips based on the Arm Cortex-M0+ core architecture. In addition, the company is also committed to developing inference AI chips for compute-in-memory terminals based on NOR flash technology.
(Disclaimer: The analysis content comes from the internet and does not constitute investment advice. Please make independent judgments based on different market conditions.)
Capital flow analysis
Today, the net inflow from main players is 12.9058 million yuan, representing 0.03%. Industry ranking is 34/186. The stock currently shows no continuous increase or decrease in positions by main players, and the main players’ trend is not obvious. Meanwhile, the net inflow from main players in the industry is -1.181 billion yuan, with the main players reducing positions for 2 consecutive days.
In the price range, main players’ net inflow for today and the past 3/5/10/20 days: 12.9058 million yuan, 11.6598 million yuan, -6.2435 million yuan, 18.8969 million yuan, 165 million yuan. Main players’ holdings
The main players are not controlling the market; share distribution is highly scattered. The main players’ transaction amount is 157 million yuan, accounting for 5.46% of the total transaction amount.
Technical analysis: The average trading cost of the chips/positions is 76.86 yuan.
The stock’s average trading cost for its holdings is 76.86 yuan. Recently, holdings have been reduced, but the pace of reduction has slowed. The current share price is between the resistance level of 81.73 yuan and the support level of 73.39 yuan, so a trading range strategy may be used.
Company profile
According to available information, Hengluer Semiconductor (Hefei) Co., Ltd. is located at No. 11, TianShui Road and Taihe Road intersection (northwest corner), Luyang Zhongke University Alumni Enterprise Innovation Park, Luyang District, Hefei City, Anhui Province. The company was established on February 13, 2015, and listed on August 29, 2022. The company’s principal business involves the R&D, design, and sales of memory chips and MCU chips. The revenue composition of its main business is: memory chips 86.30%, microcontrollers and other 13.67%, and other business revenue 0.03%.
For Hengluer shares, the Shenwan industry classification is: Electronics—Semiconductors—Digital Chip Design. Concept sector(s) include: Strong performers of the year, semiconductors, chip concepts, memory concepts, Xiaomi concept, etc.
As of March 31, the number of shareholders of Hengluer shares was 11,000, down 3.33% from the previous period. Average shares held per capita were 7,550 shares, up 31.47% from the previous period. From January to March 2026, Hengluer shares achieved operating revenue of 219 million yuan, up 192.08% year over year; net profit attributable to the parent company was 48.6366 million yuan, up 284.71% year over year.
Regarding institutional holdings: as of March 31, 2026, among the top 10 circulating shareholders of Hengluer shares, Yongying Pioneer Semiconductor Select Hybrid Fund (Initiated A) (025208) is the seventh-largest circulating shareholder, holding 1.500 million shares, and is a newly entered shareholder. Oriental Alpha Technology Select Hybrid Fund (Initiated A) (025499) is the ninth-largest circulating shareholder, holding 1.3513 million shares, and is a newly entered shareholder. Huaxia Industry Prosperity Hybrid A (003567) has exited the list of top 10 circulating shareholders.
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