截至发稿，田光远累计任职时间4年217天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 157.04%， 任职期间最差基金回报-46.65%。 数据显示，嘉实基金旗下1只基金位居有研硅十大流通股东。嘉实上证科创板芯片ETF（588200）二季 度增持79.8万股，持有股数885.43万股，占流通股的比例为1.74%。根据测算，今日浮亏损失约628.66万 元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模278.06亿。今年以来收益 80.31%，同类排名99/4220；近一年收益85.94%，同类排名43/3852；成立以来收益164.69%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 10月10日，有研硅跌5.08%，截至发稿，报13.26元/股，成交2.32亿元，换手率3.39%，总市值165.43亿 元。 资料显示，有研半导体硅材料股份公司位于北京市西城区新街口外大街2号D座17层，成立日期2001年6 月21日，上市日期2022年11月10日，公司主营业务涉及半导体材料的研发、生产、销售。主营业务收入 构成为：半导体硅抛光片61.48% ...

融资融券余额1.87亿元，较昨日下滑0.11%。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-25 | 12.31万 | 1.87亿 | 2.69% | | 2025-09-24 | 2439.21万 | 1.87亿 | 2.64% | | 2025-09-23 | 526.37万 | 1.62亿 | 2.45% | | 2025-09-22 | -379.20万 | 1.57亿 | 2.53% | | 2025-09-19 | -220.71万 | 1.61亿 | 2.59% | 融券方面，当日融券卖出1300.0股，融券偿还2.45万股，融券净买入2.32万股，融券余量4.87万股。 | 交易日 | 融券冷卖出(股) | | 融券会重(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-09-25 | | -2.32万 | 4.87万 | 66.50万 | | 2025-09-24 | | 5154.0 | 7.19万 | 99.90万 | | 2 ...

Group 1 - The semiconductor sector is experiencing a rebound after hitting a low point, with notable stocks such as Lianang Micro reaching the daily limit increase, and Hu Silicon Industry rising over 10% [1] - Other companies in the semiconductor industry, including Yuyuan Silicon, Zhongjing Technology, Shanghai Hejing, and Shenkong Co., also saw significant gains, indicating a positive trend in the sector [1]

数据显示，南方基金旗下1只基金位居有研硅十大流通股东。南方中证1000ETF（512100）二季度增持 66.22万股，持有股数345.94万股，占流通股的比例为0.68%。根据测算，今日浮盈赚取约269.83万元。 连续5天上涨期间浮盈赚取110.7万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.06%，同 类排名1867/4220；近一年收益69.5%，同类排名1280/3814；成立以来收益12.44%。 南方中证1000ETF（512100）基金经理为崔蕾。 9月23日，有研硅涨6.37%，截至发稿，报13.02元/股，成交1.93亿元，换手率3.08%，总市值162.44亿 元。有研硅股价已经连续5天上涨，区间累计涨幅2.68%。 资料显示，有研半导体硅材料股份公司位于北京市西城区新街口外大街2号D座17层，成立日期2001年6 月21日，上市日期2022年11月10日，公司主营业务涉及半导体材料的研发、生产、销售。主营业务收入 构成为：半导体硅抛光片61.48%，刻蚀设备用硅材料29.55%，其他6.80%，其他(补充)2.16 ...

Key Points on China's Integrated Circuit Industry Recent Breakthroughs - China's integrated circuit industry has made significant advancements in design, equipment, and materials over the past two years, with overall strength steadily improving [3]. - Tianyue Advanced has achieved major breakthroughs in large-size substrate materials, with core parameters optimized, supporting device applications [3]. - Domestic manufacturers have reached a competitive level with international counterparts, particularly in silicon carbide (SiC) substrates, with Tianyue Advanced supplying a significant portion of 8-inch SiC substrates to overseas markets [6][3]. Progress in Domestic Substitution - The domestic substitution process in the integrated circuit field is advancing, although there are still high external dependencies in high-end equipment and core IP [5]. - The domestic semiconductor equipment localization rate has been increasing, with companies like Zhongwei focusing on etching, thin film, and measurement equipment to support domestic production [5][6]. - The localization rate for 8-inch silicon wafers is nearly complete, while the 12-inch silicon wafer localization rate is around 50% [6]. Global Competitive Landscape - China is a leading semiconductor consumer and producer, but many sectors are still dominated by foreign companies, leading to oligopolistic market conditions [7]. - Domestic manufacturers are gradually expanding their market share in mid-to-low-end products, while high-end applications remain largely controlled by international firms [7][9]. - The rapid iteration of technology and strong industry chain capabilities are seen as advantages for domestic companies [8]. Strategies for Internationalization - Companies like Huazhong Micro aim to deepen domestic market engagement while also expanding internationally to enhance their competitive edge [11]. - Zhongke Feicai is focused on providing domestic measurement equipment to global clients, emphasizing the importance of internationalization in their business strategy [11][12]. Challenges in Process Upgrades - Domestic suppliers face challenges in technology iteration and process upgrades, particularly in high-end components and talent acquisition [13]. - Companies are focusing on cultivating domestic suppliers and enhancing their technical capabilities to overcome these challenges [13]. Future Technology Trends - The industry is looking towards advancements in SiC substrates and 3D chip structures, with companies like Tianyue Advanced and Zhongwei leading in these areas [14][15]. - The growth of AI is expected to significantly increase demand for semiconductor equipment, driving technological upgrades and market expansion [15]. Mergers and Acquisitions - The integrated circuit industry is witnessing a trend of mergers and acquisitions, which are seen as essential for achieving scale and enhancing competitiveness [16][17]. - Companies are encouraged to pursue strategic mergers that create synergies and improve market positioning [17][18]. Development Strategies of Industry Leaders - Companies are setting ambitious goals, such as becoming top suppliers in their respective fields, with a focus on innovation and market expansion [19][20]. - Huazhong Micro plans to enhance its product offerings in emerging markets like humanoid robots and AI servers, while Tianyue Advanced aims to lead in SiC substrate production [21][22].

Group 1 - The core point of the news is that Youyan Silicon (688432) has seen significant financing activity, with a net financing purchase of 2.36 million yuan on September 10, 2025, and a total financing balance of 17.8 million yuan [1][2][3] - In the last three trading days, Youyan Silicon has recorded a cumulative net purchase of 7.84 million yuan, indicating a strong buying interest [1][2] - Over the past 20 trading days, there have been 11 days with net financing purchases, reflecting a positive market sentiment towards the stock [1] Group 2 - The financing balance increased by 1.34% on September 10, 2025, compared to the previous day, indicating a growing bullish sentiment in the market [3] - The financing balance on September 9, 2025, was 17.6 million yuan, which shows a previous increase of 2.58% from the day before [3] - The financing balance has fluctuated over the past few days, with a notable increase of 8.47% on September 4, 2025, suggesting volatility in investor sentiment [3]

证券日报网讯9月9日晚间，有研硅发布公告称，公司计划于2025年9月18日举行2025年半年度业绩说明 会。 ...

证券代码：688432 证券简称：有研硅 公告编号：2025-033 有研半导体硅材料股份公司 关于召开 2025 年半年度业绩说明会 投资者可于 2025 年 09 月 11 日(星期四) 至 09 月 17 日(星期 三)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 通过公司邮箱 gritekipo@gritek.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。 有研半导体硅材料股份公司（以下简称"公司"）已于 2025 年 08 月 14 日在上海证券交易所网站（www.sse.com.cn）披露了《2025 年半年度报告》及其摘要。为便于广大投资者更全面深入地了解 2025 年半年度公司经营成果及财务状况等情况，公司计划于 2025 年 09 月 18 日上午 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。 会议召开时间：2025 年 09 月 18 日(星期四) 上午 10:00-11:00 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/） 会议召开方式：上 ...

Group 1 - The company, Youyan Silicon, announced that its second extraordinary general meeting of shareholders for 2025 was held on September 1, 2025 [2] - The meeting approved several proposals, including the use of part of the raised funds for new fundraising investment projects [2]

Meeting Overview - The shareholders' meeting of Youyan Semiconductor Silicon Materials Co., Ltd. was held on September 1, 2025, in Beijing [1]. - A total of 158 ordinary shareholders attended the meeting, holding 1,012,621,897 voting rights, which accounts for 81.3961% of the company's total voting rights [1]. Voting Results - All proposed resolutions were approved with significant majority votes. For instance, one resolution received 99.9679% approval from ordinary shareholders [2]. - The voting results for various resolutions showed consistent support, with approval rates generally above 99.93% [3][4]. Legal Compliance - The meeting's convening, procedures, and voting processes were confirmed to comply with the Company Law, Securities Law, and the company's articles of association, ensuring the legality and validity of the resolutions passed [4].