Hunsun shares fell 3.43%, with trading volume of 500 million yuan; net inflow from the main funds over the past 5 days was 61.865 million yuan

On August 26, Hunsun shares fell 3.43%, with trading volume of 500 million yuan, a turnover rate of 6.39%, and a total market value of 7.908 billion yuan.
Anomaly analysis
Memory chips + SMIC concept + automotive chips + chip concept + MCU chips
1. Hunsun Semiconductor (Hefei) Co., Ltd. is an integrated circuit design company whose主营业务 is the R&D, design, and sales of memory chips and MCU chips. The company’s main products currently include NOR Flash storage chips and general-purpose 32-bit MCU chips based on the Arm Cortex-M0+ core architecture.
2. Reply on Interactive Investor on March 24, 2023: The company’s wafer foundries mainly include Wuhan Xinxin and SMIC International, with which the company has established long-term and stable cooperative relationships.
3. According to the 2025 annual report: Automotive-grade certification—some NOR Flash products have already passed AEC-Q100 standard certification. The company will work to achieve full-capacity series certification for automotive-grade products to meet the demand in the automotive industry for high-reliability storage solutions.
4. The company’s main business is integrated circuit design, including R&D, design, and sales of storage chip and MCU chip products. The company’s current main products include NOR Flash storage chips and general 32-bit MCU chips based on the Arm Cortex-M0+ core architecture.
5. Hensheng Semiconductor (Hefei) Co., Ltd. is mainly engaged in integrated circuit design for the R&D, design, and sales of storage chips and MCU chips. The company’s current main products include NOR Flash storage chips and general 32-bit MCU chips based on the Arm Cortex-M0+ core architecture. In addition, the company is also committed to developing AI inference chips for end-to-end computing and storage based on NOR flash memory technology.
(Disclaimer: The analysis content comes from the internet and does not constitute investment advice. Investors should make independent judgments based on different market conditions.)
Capital flow analysis
Today’s net inflow from major funds was RMB 24.6743 million, accounting for 0.05%. Industry ranking: 39/186. Major funds have increased their holdings for 2 consecutive days. In the related industry, the net inflow from major funds was -RMB 740 million, with major funds reducing holdings for 3 consecutive days.
Within the period: net inflow from major funds today; over the past 3 days; over the past 5 days; over the past 10 days; over the past 20 days: RMB 24.6743 million, RMB 287.64 million, RMB 61.865 million, RMB 50.6795 million, RMB 173 million; major fund holdings
The major funds do not have a controlling stake, and the chip distribution is very dispersed. The transaction amount of major funds was RMB 170 million, accounting for 4.39% of the total transaction amount.
Technical analysis: the average cost of trading the chips is RMB 76.52.
This stock’s average trading cost for the chips is RMB 76.52. Recently, the chips have quickly “escaped,” so it is recommended to adjust holdings and switch stocks. Currently, the stock price is near the resistance level at 73.39; be cautious of a pullback when the resistance level holds. If the resistance level is broken, it may trigger a new round of upward trend.
Company profile
According to the information, Hensheng Semiconductor (Hefei) Co., Ltd. is located at No. 11, Tianshui Road and Taihe Road intersection (northwest), Luoyang Zhongke University Alumni Innovation Park, Luoyang District, Hefei City, Anhui Province. The company was established on February 13, 2015, and listed on August 29, 2022. The company’s main business involves the R&D, design, and sales of storage chips and MCU chips. Revenue composition of main business: storage chips 86.30%, microcontrollers and others 13.67%, and other business income 0.03%. 
The company’s Shenwan industry is: Electronics - Semiconductor - Digital Chip Design. The concept sectors it belongs to include: annual strong performers, “specialized, refined, innovative and new” (专精特新), Xiaomi concept, chip concept, semiconductors, etc.
As of June 30, the number of shareholders of Hensheng Co., Ltd. was 15,600, up 42.35% from the previous period. Shares held per person were 6,893 shares, down 8.70% from the previous period. From January to June 2026, Hensheng Co., Ltd. realized operating revenue of RMB 528 million, up 203.21% year-on-year; attributable net profit was RMB 140 million, up 297.28% year-on-year.
Regarding shareholdings, as of June 30, 2026, among the top 10 circulating shareholders of Hensheng Co., Ltd., Founder Wealth Core Advantage Hybrid A (018815) ranked fifth among the top circulating shareholders, holding 2.0660 million shares, and was a newly added shareholder. Eastern Alpha Technology Smart Selection Hybrid Initiation A (025499) ranked seventh among the top circulating shareholders, holding 1.6118 million shares, which is an increase of 260,500 shares compared with the previous period. Yongying Pioneer Semiconductor Smart Selection Hybrid Initiation A (025208) exited the list of top 10 circulating shareholders.
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