Group 1 - The semiconductor ETF Southern (159325) opened down 2.20%, priced at 1.378 yuan [1] - Major holdings in the ETF experienced declines, including SMIC down 2.50%, Cambrian down 2.42%, and GigaDevice down 5.07% [1] - The ETF's performance benchmark is the CSI Semiconductor Industry Select Index return, managed by Southern Fund Management Co., Ltd. [1] Group 2 - Since its inception on October 31, 2024, the ETF has returned 40.62%, while the return over the past month is -4.13% [1]

Core Viewpoint - The semiconductor leader ETF (516640) opened down by 2.18% at 0.986 yuan, reflecting a broader decline in the semiconductor sector [1] Group 1: ETF Performance - The semiconductor leader ETF (516640) has a performance benchmark based on the CSI Semiconductor Industry Index return [1] - Since its establishment on August 19, 2021, the ETF has returned 0.82%, while its return over the past month is -3.38% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 2.50% - Cambricon (寒武纪) down 2.42% - Haiguang Information (海光信息) down 2.25% - Northern Huachuang (北方华创) down 2.40% - Lattice Semiconductor (澜起科技) down 2.66% - Zhaoyi Innovation (兆易创新) down 5.07% - Zhongwei Company (中微公司) down 2.90% - OmniVision (豪威集团) down 1.31% - Chipone (芯原股份) down 4.01% - Changdian Technology (长电科技) down 1.44% [1]

Core Viewpoint - The chip ETF Tianhong (159310) opened with a decline of 3.17%, indicating a bearish trend in the semiconductor sector [1] Group 1: ETF Performance - The Tianhong chip ETF (159310) opened at 1.896 yuan, reflecting a significant drop [1] - The fund's performance benchmark is the CSI Chip Industry Index return rate, managed by Tianhong Fund Management Co., Ltd. [1] - Since its establishment on April 18, 2024, the fund has achieved a return of 95.73%, while its return over the past month is -3.40% [1] Group 2: Major Holdings Performance - Key holdings in the Tianhong chip ETF experienced notable declines, including: - SMIC down 2.50% - Cambrian down 2.42% - Haiguang Information down 2.25% - Northern Huachuang down 2.40% - Lanke Technology down 2.66% - Zhaoyi Innovation down 5.07% - Zhongwei Company down 2.90% - OmniVision down 1.31% - Chipone down 4.01% - Changdian Technology down 1.44% [1]

证券日报网讯 11月20日晚间，中微公司发布公告称，2025年11月20日，公司回购专用证券账户在减持 期间内首次出售已回购股份273股，减持均价为286元/股。 （文章来源：证券日报） ...

证券代码：688012 证券简称：中微公司 公告编号：2025-067 中微半导体设备（上海）股份有限公司 关于回购股份集中竞价减持股份进展公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 回购股份的基本情况 中微半导体设备（上海）股份有限公司（以下简称"公司"或"中微公司"） 于 2024 年 2 月 8 日至 2024 年 4 月 30 日期间累计回购公司股份 2,096,273 股，占公司目前总股本的 0.33%。前述回购的股份用于维护公司价值及股 东权益，将在披露回购结果暨股份变动公告 12 个月后采用集中竞价交易方 式出售。公司如未能在股份回购实施完成之后 3 年内实施前述用途，尚未 出售的已回购股份将予以注销。 减持计划的进展情况 其他原因：首次出售回购股份 | 股东名称 | 中微半导体设备（上海）股份有限公司回购专用证券 | | --- | --- | | | 账户 | | 减持计划首次披露日期 | 2025 年 10 月 30 日 | | 减持数量 | 273股 | | 减持 ...

11月20日，中微公司跌5.03%，截至发稿，报283.50元/股，成交28.76亿元，换手率1.59%，总市值 1775.12亿元。 资料显示，中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号，成立日期2004年5月31日，上市日期2019年7月22日，公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为：专用设备86.17%，备品备件12.84%，其他0.99%。 从基金十大重仓股角度 数据显示，苏新基金旗下1只基金重仓中微公司。苏新上证科创综指增强A（023937）三季度持有股数 1.09万股，占基金净值比例为2.1%，位居第四大重仓股。根据测算，今日浮亏损失约16.35万元。 苏新上证科创综指增强A（023937）成立日期2025年5月20日，最新规模8261.27万。成立以来收益 31.73%。 苏新上证科创综指增强A（023937）基金经理为林茂政。 截至发稿，林茂政累计任职时间326天，现任基金资产总规模5.35亿元，任职期间最佳基金回报 33.98%， 任职期间最差基金回报-0.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大 ...

Group 1 - Semiconductor equipment stocks weakened, with Zhongwei Company down over 4%, Northern Huachuang down over 3%, and Huahai Qingshi, Tuojing Technology, Nanda Optoelectronics, Anji Technology, and Zhongke Feimiao all down over 2% [1] - Semiconductor equipment and materials-related ETFs fell over 2% [1] Group 2 - The semiconductor equipment ETF is priced at 1.420, down 2.41%; the semiconductor materials ETF is at 1.490, down 2.30%; the chip equipment ETF is at 1.562, down 2.25% [2] - Analysts indicate that under the backdrop of the AI wave and domestic production, there is a continuous demand for expansion in advanced production lines, making semiconductor equipment a cornerstone for wafer foundry expansion and an important link for achieving self-controllable industrial chains, suggesting that domestic semiconductor equipment companies are likely to encounter development opportunities [2]

Group 1 - The storage chip sector is experiencing a price surge, with a 50% price increase in memory prices expected by early 2025, and a projected 30% increase in Q4 2024, followed by a potential 20% rise in early 2025 [3] - The semiconductor equipment ETF (561980) has seen a net inflow of 211 million yuan over the last five trading days, with a year-to-date share increase of 96.6%, bringing its latest scale to 2.75 billion yuan [1][3] - The semiconductor industry index has risen by 53.42% year-to-date, ranking first among major semiconductor indices, with a maximum increase exceeding 80% [6][7] Group 2 - Nvidia plans to use mobile-grade memory chips in its AI servers, which could lead to a doubling of server memory prices by the end of 2026 [3] - The semiconductor equipment sector is expected to benefit from a "price cycle" and "product iteration cycle," leading to higher capital expenditures and sustained order growth for upstream equipment companies [3] - Major semiconductor events, such as ICCAD-Expo 2025 and the China International Semiconductor Expo, are set to take place, attracting leading companies from around the world [5] Group 3 - SMIC's 8-inch monthly production capacity has surpassed 1 million wafers for the first time, with a utilization rate of 95.8%, indicating strong demand for analog and storage orders [5] - The semiconductor industry is witnessing a robust recovery, with the China Securities Index reporting a 32.12% year-on-year revenue growth and a 27.12% increase in net profit for Q3 2025 [7][8] - The top ten components of the semiconductor equipment ETF account for over 78% of the index, focusing on key domestic innovations in the semiconductor supply chain [8]

Core Viewpoint - The chip ETF Tianhong (159310) opened with a gain of 1.82%, indicating positive market sentiment towards semiconductor stocks [1] Group 1: ETF Performance - The Tianhong chip ETF (159310) opened at 2.018 yuan, reflecting a 1.82% increase [1] - Since its establishment on April 18, 2024, the fund has achieved a return of 98.22% [1] - The fund's performance over the past month has seen a decline of 1.40% [1] Group 2: Major Holdings - Key stocks in the Tianhong chip ETF include: - SMIC (中芯国际) up 1.47% - Cambricon (寒武纪) up 2.18% - Haiguang Information (海光信息) up 2.47% - Northern Huachuang (北方华创) up 1.12% - Lattice Semiconductor (澜起科技) up 2.48% - Zhaoyi Innovation (兆易创新) up 2.46% - Zhongwei Company (中微公司) up 1.28% - OmniVision (豪威集团) up 0.83% - Chipone (芯原股份) up 2.68% - Changdian Technology (长电科技) up 1.09% [1]

Group 1 - The semiconductor ETF from Southern (159325) opened with a gain of 1.61%, priced at 1.448 yuan [1] - Key holdings in the semiconductor ETF include companies like SMIC, which rose by 1.47%, and Cambrian, which increased by 2.18% [1] - The ETF's performance benchmark is the CSI Semiconductor Industry Select Index return, managed by Southern Fund Management Co., Ltd. [1] Group 2 - Since its establishment on October 31, 2024, the ETF has achieved a return of 42.44%, while the return over the past month has been -2.04% [1]