Group 1 - Tianyue Advanced increased by over 9% [1] - Jingyi Equipment and Shenkong Co., Ltd. rose by over 7% [1] - Crystal Integrated, Tuojing Technology, and Weidao Nano also saw gains [1]

Group 1 - The semiconductor sector showed strength on November 28, 2025, with the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rising by 1.22% [1] - Key stocks such as Jinghe Integrated rose by 11.32%, Tuojing Technology by 6.55%, and Tianyue Advanced by 6.13% [1] - The Chinese semiconductor industry is expected to see the chip design sector exceed 1 trillion yuan by 2030, indicating strong long-term growth potential [1] Group 2 - Dongguan Securities forecasts that artificial intelligence will remain the main innovation line in the technology sector through 2026, benefiting multiple segments including computing power, storage, equipment, and advanced packaging [1] - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 60.55% of the index, with major companies including Haiguang Information, Cambricon, and SMIC [1] Group 3 - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, providing a convenient tool for investing in the chip sector [2] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF Linked Fund (017470) [3]

Core Viewpoint - The company will hold an investor briefing on December 5, 2025, to discuss its Q3 2025 performance and financial results, allowing for interactive communication with investors [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for December 5, 2025, from 15:00 to 16:00 [2][4]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an online interactive format [2][4]. - Investors can submit questions from November 28, 2025, to December 4, 2025, through the Roadshow Center website or via the company's email [2][5]. Group 2: Participants - Key participants in the briefing will include the Chairman and General Manager, Mr. Zong Yanmin, the Board Secretary, Mr. Zhong Wenqing, the CFO, Ms. You Ying, and Independent Director, Mr. Li Honghui [4]. Group 3: Contact Information - For inquiries, investors can contact the Board Office at phone number 0531-69900616 or via email at dmo@sicc.cc [6].

Group 1 - Tianyue Advanced Technology Co., Ltd. experienced a stock price increase of 5.01%, reaching 82.94 yuan per share, with a trading volume of 654 million yuan and a turnover rate of 1.92%, resulting in a total market capitalization of 40.194 billion yuan [1] - The company, established on November 2, 2010, and listed on January 12, 2022, specializes in the research, production, and sales of silicon carbide substrates, with 82.83% of its main business revenue coming from silicon carbide semiconductor materials and 17.17% from other supplementary sources [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huatai PineBridge holds Tianyue Advanced as a significant investment, with the Huatai PineBridge SSE STAR Market New Materials ETF (589180) holding 8,723 shares, accounting for 3.45% of the fund's net value, making it the eighth largest heavy stock [2] - The Huatai PineBridge SSE STAR Market New Materials ETF (589180) was established on June 5, 2025, with a latest scale of 20.7736 million, and has achieved a return of 32.15% since inception [2] - The fund manager, Luo Hao, has been in position for 1 year and 77 days, managing total assets of 17.634 billion yuan, with the best fund return during his tenure being 80.3% and the worst being -14.33% [2]

Core Viewpoint - The company, Shandong Tianyue Advanced Technology Co., Ltd., is set to hold a Q3 2025 performance briefing on December 5, 2025, to discuss its operational results and financial status with investors [2][3]. Group 1: Meeting Details - The performance briefing will take place on December 5, 2025, from 15:00 to 16:00 [4]. - The venue for the meeting is the Shanghai Stock Exchange Roadshow Center, and it will be conducted in an interactive online format [4][6]. - Investors can submit questions from November 28, 2025, to December 4, 2025, before the meeting [2][6]. Group 2: Participants - Key participants in the meeting will include the Chairman and General Manager, Mr. Zong Yanmin, the Board Secretary, Mr. Zhong Wenqing, the CFO, Ms. You Ying, and Independent Director, Mr. Li Honghui [4]. Group 3: Investor Participation - Investors can join the meeting online via the Shanghai Stock Exchange Roadshow Center [6]. - The company encourages investors to submit questions in advance through the designated website or via email [6]. Group 4: Contact Information - For inquiries, investors can contact the Board Office at phone number 0531-69900616 or via email at dmo@sicc.cc [6].

Core Viewpoint - Tianyue Advanced (02631.HK) announced the release of its Q3 2025 report on October 28, 2025, and plans to hold a performance briefing on December 5, 2025, to address investor concerns [1] Group 1 - The company aims to provide a comprehensive understanding of its Q3 2025 operational results and financial status [1] - The performance briefing is scheduled for December 5, 2025, from 15:00 to 16:00 [1]

| | | 山东天岳先进科技股份有限公司 关于召开 2025 年第三季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。 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 12 月 5 日（星期五）15:00-16:00 （二）会议召开地点：上证路演中心 重要内容提示： 1、会议召开时间：2025 年 12 月 5 日（星期五）15:00-16:00 2 、 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 3、会议召开方式：上证路演中心网络互动 4、投资者可于 2025 年 11 月 28 日（星期五）至 12 月 4 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过山东天岳 ...

Core Viewpoint - Tianyue Advanced (688234.SH) is actively engaged in the application of SiC MOS technology in power semiconductors, which are essential for various industries including electric vehicles, photovoltaics, energy storage systems, and smartphones [1] Company Collaboration - The company has established partnerships with multiple power semiconductor manufacturers and has collaborated with more than half of the top ten global power semiconductor device manufacturers [1]

Group 1 - The A-share market saw all three major indices turn positive on November 24, with the Sci-Tech 50 ETF (588000) experiencing a maximum increase of over 1% [1] - The Sci-Tech 50 ETF has attracted significant capital inflow, with a net inflow of 3.479 billion in the last five days and 5.979 billion in the last ten days [1] - Google announced a plan to expand its computing power by 1000 times over the next 4-5 years, doubling its capacity every six months to support AI infrastructure competition [1] Group 2 - The Sci-Tech 50 ETF (588000) tracks the Sci-Tech 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, totaling 74.47%, aligning well with the development of cutting-edge industries like AI and robotics [2] - The ETF also covers various sub-sectors such as semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2]

Group 1 - The semiconductor equipment sector is experiencing a high growth phase, driven by dual benefits from domestic policies and increasing demand for mid-to-high-end equipment from large wafer fabs [3] - The semiconductor equipment ETF (561980) has seen significant inflows, with a net inflow of nearly 75 million yuan in a single day and a total of 3.77 billion yuan year-to-date, indicating strong investor interest [1] - The semiconductor equipment ETF has increased by 43.72% year-to-date, ranking third among 31 primary industries, only behind non-ferrous metals and communications [1] Group 2 - Capital expenditures for leading internet companies in China and the U.S. are expected to grow rapidly, with projections of $430.6 billion (+65%) in 2025 and $602 billion (+40%) in 2026, supporting future demand for computing chips [2] - The domestic storage manufacturers are expected to contribute significantly to wafer fab capital expenditures next year, which will drive demand for semiconductor equipment and materials [2] Group 3 - The semiconductor equipment sector is expected to maintain high growth rates over the next three years, driven by increased domestic production and demand, with a focus on enhancing localization rates [3] - The top ten constituents of the semiconductor equipment ETF account for over 78% of the index, focusing on key players in the chip industry chain [4]