中微公司(688012.SH)发布公告，近日，公司收到巽鑫(上海)投资有限公司(简称"巽鑫投资")出具的《关 于股份减持情况的告知函》，巽鑫投资通过大宗交易已累计减持公司股份1252.29万股,减持股份数量已 达到公司股份总数的2%，本次减持计划已实施完毕。 ...

智通财经APP讯，中微公司(688012.SH)发布公告，近日，公司收到巽鑫(上海)投资有限公司(简称"巽鑫 投资")出具的《关于股份减持情况的告知函》，巽鑫投资通过大宗交易已累计减持公司股份1252.29万 股,减持股份数量已达到公司股份总数的2%，本次减持计划已实施完毕。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 中微公司(688012.SH)公告称，巽鑫投资通过大宗交易已累计减持中微公司股份1252.29万股，减持股份数量已达到中微公司股份总数的2%，本次 减持计划已实施完毕。此次权益变动后，巽鑫投资持有中微公司股份6847.39万股，占公司总股本的10.94%。 ...

格隆汇11月14日丨中微公司(688012.SH)公布，近日，公司收到巽鑫投资出具的《关于股份减持情况的 告知函》，巽鑫投资通过大宗交易已累计减持中微公司股份1252.29万股,减持股份数量已达到中微公司 股份总数的2%，本次减持计划已实施完毕。 ...

南财智讯11月14日电，中微公司公告，本次减持计划实施前，巽鑫（上海）投资有限公司持有中微公司 股份80,996,822股，占公司总股本的12.94%。公司于2025年8月27日披露减持计划，巽鑫投资拟通过大 宗交易方式减持不超过公司总股本2%的股份。截至2025年11月13日，巽鑫投资已通过大宗交易累计减 持12,522,906股，减持比例达2%，本次减持计划已实施完毕。减持后，巽鑫投资持股比例由11.94%降至 10.94%，权益变动触及1%刻度。本次权益变动不触及要约收购，不会导致公司控制权变化，亦不影响 公司治理结构和持续经营。 ...

中微公司公告称，减持计划实施前，巽鑫（上海）投资有限公司持有公司股份80,996,822股，占总股本 12.94%。2025年8月27日公司披露减持计划，巽鑫投资拟减持不超总股本2%。近日，巽鑫投资已累计减 持12,522,906股，减持比例达2%，总金额33.51亿元，减持计划实施完毕。2025年10月14日至11月13 日，其持股比例由11.94%降至10.94%，权益变动触及1%刻度。 ...

Core Viewpoint - The financing balance of the Sci-Tech Innovation Board increased by 455 million yuan compared to the previous day, with significant net purchases in stocks such as Cambricon, Chipone, and Wanrun New Energy [1][2]. Financing Balance Summary - As of November 13, the total margin financing balance of the Sci-Tech Innovation Board reached 258.733 billion yuan, an increase of 471 million yuan from the previous trading day [1]. - Among the stocks, 486 had a financing balance exceeding 100 million yuan, with 43 stocks having balances over 1 billion yuan [1]. - A total of 282 stocks saw an increase in financing balance, while 62 stocks experienced a decrease of over 10 million yuan [1]. Net Purchase Summary - Cambricon led in net purchases with a financing balance of 14.951 billion yuan, increasing by 307 million yuan, and its stock rose by 1.40% [2]. - Other notable net purchases included Chipone and Wanrun New Energy, with net purchases of 104 million yuan and 92.87 million yuan, respectively [2]. - Stocks with net purchases exceeding 10 million yuan averaged a rise of 2.45%, with top gainers including Kangpeng Technology and Huasheng Lithium Battery, which rose by 20.02% and 20.00% respectively [2]. Industry Preference Summary - Investors showed a preference for stocks in the electronics, power equipment, and pharmaceutical industries, with 30, 13, and 10 stocks respectively making the list of significant net purchases [2]. - The average financing balance as a percentage of market capitalization for the stocks with significant net purchases was 4.49%, with the highest being Suocheng Technology at 13.41% [2].

Core Viewpoint - The semiconductor ETF from Southern (159325) opened with a decline of 1.62%, indicating a bearish trend in the semiconductor sector [1] Group 1: ETF Performance - The Southern Semiconductor ETF (159325) opened at 1.456 yuan, reflecting a decrease of 1.62% [1] - Since its establishment on October 31, 2024, the fund has achieved a return of 47.93%, while its return over the past month has been -6.60% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC: down 0.08% - Cambricon: down 2.52% - Haiguang Information: down 2.13% - Northern Huachuang: down 1.13% - Lanke Technology: down 2.97% - Zhaoyi Innovation: down 5.05% - Zhongwei Company: down 2.48% - OmniVision: down 1.18% - Changdian Technology: down 1.15% - Unisoc: down 1.81% [1]

Core Insights - The thin film deposition equipment is a critical device in micro-nano manufacturing and precision processing, widely used in strategic emerging industries such as semiconductors, photovoltaics, and display panels [1][2] - China has become the largest market for semiconductor equipment globally for five consecutive years, with sales expected to reach $49.55 billion in 2024, accounting for 42% of the global total [1][6] - The global thin film deposition equipment market is projected to reach $23.186 billion in 2024, representing 22% of the wafer manufacturing equipment market [1][6] - The Chinese market for thin film deposition equipment is expected to grow to approximately 77.31 billion yuan in 2024, a year-on-year increase of 38.75% [1][7] - The industry is expected to accelerate the research and application of advanced processes such as ALD, promote collaboration across the entire supply chain, and expand applications into photovoltaics and new displays [1][7] Industry Overview - Thin film deposition equipment is essential for depositing functional films on substrate materials through physical or chemical methods, impacting surface properties and widely applied in various fields [2][5] - The main types of thin film deposition technologies include Physical Vapor Deposition (PVD), Chemical Vapor Deposition (CVD), and Atomic Layer Deposition (ALD), each with distinct advantages [3][4] Market Dynamics - The global semiconductor equipment market is expected to reach $117.1 billion in 2024, with a 10% year-on-year growth, driven by the demand for advanced processes and packaging [5][6] - The Chinese semiconductor equipment market is projected to grow by 35% year-on-year, reaching $49.55 billion in 2024, solidifying its position as the largest market globally [5][6] Competitive Landscape - The competitive structure of the thin film deposition equipment industry in China is tiered, with international giants dominating high-end markets, while domestic leaders focus on replacing imports and niche markets [8][9] - Key domestic players include North Huachuang, Tuojing Technology, and Zhongwei Company, which are making significant strides in various segments of the market [8][9] Company Performance - Major companies in the thin film deposition equipment sector are experiencing strong revenue growth, with Tuojing Technology leading with over 54% growth, while North Huachuang maintains a stable profit margin of around 42% [9][10] - The overall domestic market still has a low localization rate of under 25%, but companies are progressively building a more robust domestic ecosystem [8][9] Future Trends - The industry is expected to focus on technological advancements, ecological improvements, and expanding application scenarios, particularly in semiconductor manufacturing and emerging high-end manufacturing fields [10][11][12] - The shift towards a comprehensive ecosystem involving equipment, materials, and components is anticipated, supported by government policies and market demands [11][12]

Core Insights - The overall performance of companies listed on the Sci-Tech Innovation Board (STAR Market) has shown a strong rebound in the first three quarters, with a significant year-on-year net profit growth of 75% in Q3 [2] - The focus on "hard technology" has led to increased R&D investments, particularly in key industries such as integrated circuits, artificial intelligence, and biomedicine, contributing to the foundation for high-level technological self-reliance [2] Performance Overview - In the first three quarters, STAR Market companies achieved a total revenue of 1.11 trillion yuan, a year-on-year increase of 7.9%, and a net profit of 49.268 billion yuan, up 8.9% [2] - Excluding four leading photovoltaic companies, overall revenue and net profit growth rates were 14.6% and 30.6%, respectively, indicating an amplified growth momentum [2] - Over 70% of companies reported revenue growth, and nearly 60% saw net profit increases, with 158 companies experiencing net profit growth exceeding 50% [2] Industry Highlights - The STAR Market's top enterprises and growth-oriented companies complement each other well, with the Sci-Tech 50 Index companies accounting for 46% of revenue and 50% of net profit [3] - The Sci-Tech 100 Index companies demonstrated high growth elasticity, with revenue and net profit increasing by 12% and 134%, respectively, becoming the "vanguard" of performance growth [3] R&D Investment - Total R&D investment by STAR Market companies reached 119.745 billion yuan, 2.4 times the net profit, with a median R&D intensity of 12.4%, leading A-share sectors [4] - The biomedicine sector saw revenue growth of 11% and net profit growth of 48%, driven by the rapid commercialization of innovative drugs [4] - Nine first-class new drugs were approved for market entry during the reporting period, with significant international business development transactions totaling over 13 billion USD [4] Growth of Emerging Companies - 35 unprofitable companies in the Sci-Tech Growth Layer reported a revenue increase of 39% and a significant reduction in net losses by 65% [5] - These companies are focusing on R&D with a median R&D intensity of 44.3%, indicating a promising development trend [5] Competitive Advantages in Key Industries - The integrated circuit industry, crucial for technological self-reliance, saw 121 related companies achieve a revenue growth of 25% and a net profit growth of 67% [6] - Major players like SMIC and Huahong Semiconductor maintained high capacity utilization rates, with record sales revenue [6] - The AI industry has emerged as a new growth pillar, with significant revenue increases across the supply chain, particularly in computing and data transmission sectors [7] Renewable Energy Sector - In the photovoltaic sector, 17 related companies significantly reduced their net losses by 28% [7] - The lithium battery industry experienced a revenue growth of 7% and a net profit of 1.02 billion yuan, marking a return to profitability [7]