Company Overview - Sitway (Shanghai) Electronic Technology Co., Ltd. specializes in the research, design, and sales of high-performance CMOS image sensor chips, with 100% of its revenue derived from chip sales [1] - The company was established on April 13, 2017, and went public on May 20, 2022 [1] - Sitway is classified under the electronic-semiconductor-digital chip design industry and is involved in sectors such as intelligent transportation, drones, facial recognition, security, and large fund concepts [1] Financial Performance - For the first half of 2025, Sitway reported a revenue of 3.786 billion yuan, representing a year-on-year growth of 54.11% [2] - The net profit attributable to shareholders for the same period was 397 million yuan, showing a significant increase of 164.93% year-on-year [2] - Since its A-share listing, Sitway has distributed a total of 126 million yuan in dividends [3] Stock Performance - As of September 18, Sitway's stock price increased by 2.00%, reaching 102.99 yuan per share, with a total market capitalization of 41.386 billion yuan [1] - Year-to-date, the stock has risen by 32.77%, with a 0.93% increase over the last five trading days, 2.21% over the last twenty days, and 5.17% over the last sixty days [1] - The trading volume on September 18 was 215 million yuan, with a turnover rate of 0.65% [1] Shareholder Structure - As of June 30, the number of shareholders increased by 3.62% to 13,200 [2] - The average number of circulating shares per shareholder decreased by 3.49% to 24,397 shares [2] - Notable institutional shareholders include 华夏上证科创板50成份ETF, 易方达上证科创板50ETF, and 嘉实上证科创板芯片ETF, all of which increased their holdings compared to the previous period [3]

Core Viewpoint - The article discusses the performance of the Sci-Tech Chip ETF (富国) and its major holdings, highlighting significant price movements and returns since its inception [1]. Group 1: ETF Performance - The Sci-Tech Chip ETF (富国, 588810) opened with a gain of 0.88%, priced at 1.600 yuan [1]. - Since its establishment on December 30, 2024, the ETF has achieved a return of 58.47% [1]. - The ETF's return over the past month is reported at 27.96% [1]. Group 2: Major Holdings - Key stocks within the ETF include: - 中芯国际 (SMIC) with a gain of 2.21% [1]. - 海光信息 (Haiguang Information) with a gain of 3.04% [1]. - 寒武纪 (Cambricon) with a gain of 4.58% [1]. - Other notable stocks include: - 澜起科技 (Lattice Semiconductor) up 0.34% [1]. - 中微公司 (Zhongwei Company) up 0.18% [1]. - 芯原股份 (Chipone) up 1.85% [1]. - 沪硅产业 (Hua Silicon Industry) up 0.33% [1]. - 恒玄科技 (Hengxuan Technology) up 0.35% [1]. - 思特威 (Sutai) up 0.52% [1]. - 华海清科 (Huahai Qingke) down 0.02% [1]. Group 3: Management Information - The ETF is managed by 富国基金管理有限公司 (Fuguo Fund Management Company) [1]. - The fund manager is 张圣贤 (Zhang Shengxian) [1].

Group 1 - The core viewpoint of the article highlights the performance of the Kexin Chip 50 ETF (588750), which opened with a slight increase of 0.23% at 1.332 yuan [1] - The major holdings of the Kexin Chip 50 ETF include companies such as SMIC, Haiguang Information, and Cambrian, with varying performance; for instance, SMIC decreased by 1.24%, while Cambrian increased by 1.73% [1] - The Kexin Chip 50 ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Huatai-PineBridge Fund Management Co., Ltd., with a return of 33.47% since its establishment on December 18, 2024, and a return of 23.61% over the past month [1]

Group 1 - The core point of the article highlights the performance of the Kexin 50 Enhanced ETF (588460), which opened down 0.67% at 1.473 yuan on September 11 [1] - The major holdings of the Kexin 50 Enhanced ETF include companies like Haiguang Information, which rose by 0.60%, and SMIC, which fell by 1.24% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board 50 Index, managed by Penghua Fund Management Co., Ltd., with a return of 48.16% since its establishment on December 1, 2022, and a return of 21.79% over the past month [1] Group 2 - The article provides specific stock performance details of the ETF's holdings, including notable movements such as Cambrian's increase of 1.73% and Lanke Technology's decrease of 3.59% [1] - The fund manager is Su Junjie, indicating a specific leadership in the management of the ETF [1] - The article emphasizes the importance of monitoring market risks associated with investments, although it does not provide specific risk details [1]

Group 1 - The core point of the article highlights the performance of the Sci-Tech Chip ETF (588200), which opened with a slight decline of 0.45% at 1.981 yuan on September 11 [1] - The major holdings of the Sci-Tech Chip ETF include companies like SMIC, which fell by 1.24%, and Cambrian, which rose by 1.73% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index, managed by Harvest Fund Management, with a return of 100.24% since its inception on September 30, 2022, and a monthly return of 23.55% [1]

Core Viewpoint - The company, SmartSens Technology Co., Ltd., is set to hold a half-year performance briefing on September 22, 2025, to discuss its operational results and financial status for the first half of 2025, addressing investor concerns [2][3]. Group 1: Meeting Details - The performance briefing will take place on September 22, 2025, from 10:00 to 11:00 AM [4]. - The location for the meeting is the Shanghai Stock Exchange Roadshow Center, and it will be conducted in an interactive online format [4][5]. - Participants in the meeting will include the Chairman, General Manager, Independent Directors, Financial Director, and Board Secretary [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date and time [5]. - Questions can be submitted by investors from September 15 to September 19, 2025, through the Roadshow Center's website or via the company's email [5]. - After the briefing, investors can access the meeting's details and main content on the Roadshow Center's website [5].

Core Viewpoint - The company, Siwei, announced that it will hold a semi-annual performance briefing on September 22, 2025, from 10:00 to 11:00 [2] Company Information - Siwei plans to conduct the performance briefing to discuss its financial results for the first half of 2025 [2] - The announcement was made on the evening of September 8 [2] Industry Context - The performance briefing is part of the company's ongoing communication strategy with stakeholders [2] - Such events are common in the industry to provide transparency and updates on financial performance [2]

一、持续督导工作情况 1 中信建投证券股份有限公司 | 保荐机构名称：中信建投证券股份有限公司 | 被保荐公司名称：思特威（上海）电子科技股 | | --- | --- | | | 份有限公司 | | 保荐代表人姓名：李重阳 | 联系方式：021-68801584 | | | 联系地址：上海市浦东新区浦东南路 号上 528 | | | 海证券大厦北塔 室 2203 | | 保荐代表人姓名：董军峰 | 联系方式：021-68801585 | | | 联系地址：上海市浦东新区浦东南路 号上 528 | | | 海证券大厦北塔 室 2203 | 经中国证券监督管理委员会（简称"中国证监会"）"证监许可〔2022〕636 号文"批准，思特威（上海）电子科技股份有限公司（简称"公司"或"思特威"） 向社会公众公开发行人民币普通股（A 股）股票 40,010,000 股。本次公司发行新 股的发行价为 31.51 元/股，募集资金总额为 126,071.51 万元，扣除发行费用 8,649.69万元后，实际募集资金净额为117,421.82 万元。本次公开发行股票于2022 年 5 月 20 日在上海证券交易所上市。中信建 ...

证券代码：688213 证券简称：思特威 公告编号：2025-034 思特威（上海）电子科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事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： 投资者可于 2025 年 09 月 15 日（星期一）至 09 月 19 日（星期五）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 预 征 集 问 答 " 栏 目 或 通 过 公 司 邮 箱 ir@smartsenstech.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 董事长、总经理：徐辰先生 思特威（上海）电子科技股份有限公司（以下简称"公司"）已于 2025 年 08 月 23 日发布公司《2025 年半年度报告》及摘要，为便于广大投资者更全面深 入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 22 日（星期一）10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题 进行交流。 一、 说明会 ...

Group 1: Industry Overview - The performance of companies in emerging industries, particularly integrated circuits, has shown significant improvement, reflecting the optimization and upgrading of China's economic structure [1] - The number of integrated circuit companies listed on the Sci-Tech Innovation Board has reached 120, accounting for 60% of the total number of A-share companies in this sector [1] - In the first half of the year, these 120 integrated circuit companies achieved a total revenue of 160.04 billion yuan, a year-on-year increase of 24%, and a net profit of 13.1 billion yuan, up 62% [1] Group 2: AI Chip Companies - Companies producing AI computing chips have experienced explosive growth due to the surge in demand for computing power driven by AI technology [2] - For instance, Cambrian Technology Co., Ltd. reported a revenue of 2.881 billion yuan in the first half of the year, a staggering increase of 4,300% year-on-year [2] - Other companies like Haiguang Information Technology Co., Ltd. and Montage Technology Co., Ltd. also reported significant revenue growth of 45% and 58%, respectively [2] Group 3: Consumer Electronics and Chips - The dual drive of national subsidies and AI technology has effectively stimulated the consumer market, leading to a structural recovery in categories like smartphones and tablets [3] - Companies such as Tailing Microelectronics and SmartSens Technology have reported substantial revenue increases of 37.72% and 54.11%, respectively, in the first half of the year [3] - The wearable market's growth has also contributed to the revenue increase for companies like Hengxuan Technology, which saw a 26.58% rise in revenue [3] Group 4: Wafer Manufacturing - The domestic wafer manufacturing sector has shown steady growth, with four major wafer foundry companies achieving a combined revenue of 49.059 billion yuan, a year-on-year increase of 21.80% [4] - SMIC reported a revenue of 32.348 billion yuan, up 23.14%, and a net profit of 1.646 billion yuan, reflecting a 39.76% increase [4] - The capacity utilization rates of these companies are close to full capacity, indicating a robust foundation for industry development [4] Group 5: Mergers and Acquisitions - Leading wafer companies are pursuing growth through mergers and acquisitions to enhance their production capacity and technological capabilities [5][6] - For example, Huahong Semiconductor plans to acquire Shanghai Huahong Microelectronics, which is expected to add 38,000 pieces per month of new capacity [6] - Chip Alliance's acquisition of a minority stake in a related company is also aimed at strengthening its service capabilities in emerging markets like new energy vehicles [6] Group 6: Equipment and Materials - The semiconductor equipment sector continues to experience high demand driven by domestic substitution and technological breakthroughs [7] - Companies like Zhongwei Semiconductor Equipment and Shenzhen Zhongke Feicai Technology reported significant revenue growth, with Zhongwei's sales reaching approximately 3.781 billion yuan, a 40.12% increase [7] - The materials segment also saw positive performance, with leading companies like Anji Microelectronics achieving revenue growth of 43.17% [7]