Market Overview - The Shanghai Composite Index is at 3677.06 points, slightly down by 0.17%, and trading volume in A-shares reached 1,893.89 billion yuan [1] - A total of 158 A-shares have surpassed the five-day moving average, indicating positive market sentiment [1] Notable Stocks - Longtu Guangzhao (688721) has the highest deviation rate at 13.25%, with a daily increase of 17.48% and a turnover rate of 34.08% [1] - Huina Technology (300609) follows with a deviation rate of 10.99%, increasing by 14.40% today [1] - Robot (300024) shows a deviation rate of 9.61% with a daily increase of 12.59% [1] Additional Stocks with Significant Movements - Luqiao Information (837748) increased by 12.82% with a deviation rate of 8.93% [1] - Jida Zhengyuan (003029) and Toukeng Life (300642) also showed notable increases of 9.99% and 10.74% respectively, with deviation rates of 7.89% and 7.69% [1] - Other stocks like Jiu Zhi Tang (000989) and Sichuan Jinding (600678) also reported increases of around 10% [1] Summary of Stocks Breaking the Five-Day Moving Average - A detailed table lists various stocks, their daily price changes, turnover rates, five-day moving averages, latest prices, and deviation rates, highlighting the performance of these stocks in the current market [1][2]

Market Overview - The Shanghai Composite Index is at 3701.99 points, above the five-day moving average, with an increase of 0.50% [1] - The total trading volume of A-shares is 10,347.99 million yuan [1] Stocks Performance - A total of 259 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Longtu Guangzhao (15.12%) - Huina Technology (11.87%) - Toukeng Life (11.07%) [1] Top Stocks by Deviation Rate - Longtu Guangzhao (688721): - Today's increase: 20.00% - Five-day moving average: 49.57 yuan - Latest price: 57.06 yuan - Deviation rate: 15.12% [1] - Huina Technology (300609): - Today's increase: 15.57% - Five-day moving average: 46.71 yuan - Latest price: 52.25 yuan - Deviation rate: 11.87% [1] - Toukeng Life (300642): - Today's increase: 15.21% - Five-day moving average: 17.87 yuan - Latest price: 19.85 yuan - Deviation rate: 11.07% [1] Additional Notable Stocks - Jida Zhengyuan (003029): - Today's increase: 9.99% - Five-day moving average: 26.83 yuan - Latest price: 28.95 yuan - Deviation rate: 7.89% [1] - Sichuan Jinding (600678): - Today's increase: 10.00% - Five-day moving average: 9.93 yuan - Latest price: 10.56 yuan - Deviation rate: 6.32% [1]

Group 1 - Longtu Guozhao stock reached the daily limit, trading at 57.06 yuan with a transaction volume of 296 million yuan and a turnover rate of 15.80% as of 09:51 on August 14 [1] - Among the stocks in the Sci-Tech Innovation Board, 179 stocks were up, with 15 stocks rising over 5%, including Longtu Guozhao, Haichuang Pharmaceutical-U, and Youfang Technology, which increased by 20.00%, 13.42%, and 10.20% respectively [1] - A total of 403 stocks declined, with significant drops in Dingyang Technology, China Shipbuilding Special Gas, and Aohua Endoscopy, which fell by 10.44%, 8.23%, and 7.30% respectively [1] Group 2 - In terms of capital flow, Longtu Guozhao experienced a net outflow of 1.6056 million yuan on the previous trading day, but a net inflow of 18.7257 million yuan over the last five days [2] - The latest margin trading data as of August 13 shows a total margin balance of 158 million yuan for Longtu Guozhao, with a financing balance of 158 million yuan, reflecting an increase of 1.2594 million yuan or 0.80% from the previous trading day [2] - Over the past ten days, the total margin balance increased by 32.3324 million yuan, representing a growth of 25.66%, with the financing balance also growing by 25.66% during this period [2]

| 601298 | 青岛港 | 1.82 | 0.31 | 8.86 | 8.95 | 1.01 | | --- | --- | --- | --- | --- | --- | --- | | 300782 | 卓胜微 | 2.88 | 3.82 | 77.15 | 77.90 | 0.98 | | 600368 | 五洲交 | 1.39 | 2.44 | 4.35 | 4.39 | 0.91 | | | 通 | | | | | | | 872808 | 曙光数 | 1.02 | 2.07 | 61.05 | 61.60 | 0.90 | | | 创 | | | | | | | 600797 | 浙大网 | 2.21 | 12.71 | 10.09 | 10.18 | 0.86 | | | 新 | | | | | | | 603931 | 格林达 | 1.26 | 2.57 | 27.21 | 27.42 | 0.78 | | 002584 | 西陇科 | 0.78 | 5.68 | 9.04 | 9.10 | 0.71 | | | 学 | | | | | | | 688593 | 新相微 | 1.50 | ...

Market Overview - The semiconductor sector increased by 0.58% on August 5, with Xin Heng Hui leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Semiconductor Sector - Xin Heng Hui (301678) closed at 91.81, up 16.23% with a trading volume of 218,100 shares and a transaction value of 1.817 billion [1] - Aishi Chuang (300706) closed at 38.46, up 10.20% with a trading volume of 404,000 shares [1] - Yinhe Microelectronics (688689) closed at 27.47, up 3.82% with a trading volume of 51,700 shares [1] Top Losers in Semiconductor Sector - Dongxin Co., Ltd. (688110) closed at 60.87, down 11.63% with a trading volume of 726,300 shares [2] - Hongwei Technology (688711) closed at 26.02, down 4.97% with a trading volume of 139,000 shares [2] - SIRUI Technology (688536) closed at 144.86, down 3.28% with a trading volume of 32,600 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 1.266 billion from institutional investors, while retail investors saw a net inflow of 265 million [2] - The top stocks with significant net inflows from retail investors include Ziguang Guowei (002049) with a net inflow of 110 million [3] Individual Stock Capital Flow - Saiwuji (688256) had a net inflow of 158 million from institutional investors, while it faced a net outflow of 155 million from retail investors [3] - Yuanjie Technology (688498) saw a net inflow of 111 million from institutional investors, with a net outflow of 106 million from retail investors [3] - Yangjie Technology (300373) had a net inflow of 84.54 million from institutional investors, but faced a net outflow of 37.32 million from retail investors [3]

人民财讯8月4日电，龙图光罩(688721)在互动平台表示，英诺赛科是公司的重要客户之一，双方建立了 紧密的合作关系。公司为英诺赛科的氮化镓产品提供配套的半导体掩模版，是其掩模版的主要供应商。 ...

Group 1 - The stock price of Longtu Mask reported at 44.18 yuan as of August 1, 2025, down 1.38% from the previous trading day [1] - The trading volume on that day was 13,297 hands, with a transaction amount of 0.59 billion yuan [1] - Longtu Mask is an independent third-party semiconductor mask manufacturer in China, focusing on the R&D, production, and sales of semiconductor masks [1] Group 2 - The Zhuhai base of the company successfully commenced production in the second quarter of 2025, with expected gradual ramp-up in the second half of the year [1] - The annual production capacity of the new base is planned to be 18,000 pieces, with an expected output value of 540 million yuan upon reaching full capacity [1] - The company has completed the production equipment layout for the 40nm process node, and samples for the 65nm products have begun validation [1] Group 3 - As of August 1, 2025, the net outflow of main funds for Longtu Mask was 217,800 yuan, with a net outflow of 16.71 million yuan over the past five days [2]

在2025年一季度以前，龙图光罩主要依靠深圳基地贡献营业收入，产能不足是最大的制约。据了解，珠 海基地的生产设备自今年一季度末开始陆续到货，顺利完成安装调试，并在第二季度顺利投产，预计下 半年将逐步放量。按照之前的规划，珠海基地年产能为1.8万片，预计达产后产值将达到5.4亿元。 据悉，龙图光罩珠海项目第三代掩模版PSM产品也取得显著进展，KrF-PSM和ArF-PSM陆续送往部分客 户进行测试验证，其中90nm节点产品已成功完成从研发到量产的跨越，65nm产品已开始送样验证，公 司在高端制程的影响力进一步增强，覆盖的下游领域更加丰富。 龙图光罩在机构调研中也表示，珠海基地新产品预计下半年逐步放量，公司的季度营收预计会出现明显 的同比增长，公司将以珠海基地产能释放为转折点，通过"高端制程突破+客户结构升级"双引擎驱动业 绩反转，相信在依托扎实的技术积累与良好的客户基础下，有望在2025年下半年迎来营业收入的明显增 加。 技术驱动长期成长，产品结构持续优化 2025年8月6日，龙图光罩(688721)迎来科创板上市一周年。作为国内稀缺的独立第三方半导体掩模版厂 商，公司在这一年间持续推进技术突破与稳健经营，实现 ...

Core Viewpoint - Longtu Photomask (688721) has officially achieved mass production of 90nm semiconductor photomask products at its high-end manufacturing base in Zhuhai, while 65nm products are undergoing sample validation, indicating an enhanced influence in high-end processes and broader coverage in downstream fields [1] Group 1: Company Overview - Longtu Photomask was established in 2010, focusing on the research, production, and sales of semiconductor photomasks, and is an independent third-party photomask manufacturer [2] - The company has evolved its technology from 130nm to 65nm and has completed the production equipment layout for the 40nm process node [2] - Longtu Photomask has established deep cooperative relationships with key domestic wafer fabs and design companies, positioning its technical strength and process capabilities among the top tier in the domestic industry [2] Group 2: Research and Development - The R&D team at Longtu Photomask has extensive experience in the semiconductor photomask field, with 43 R&D personnel accounting for 17.41% of the total workforce, including 8 master's degree holders [3] - The company has received multiple recognitions, including "Little Giant" enterprise certification from the Ministry of Industry and Information Technology, and has accumulated 25 invention patents and over 40 utility model patents [3] - In Q1 2025, the company reported revenue of 54.37 million yuan, with R&D investment of 5.65 million yuan, representing 10.4% of revenue, an increase of 2.14 percentage points year-on-year [3] Group 3: Market Opportunities - The semiconductor photomask market is expanding due to strong growth in emerging fields such as renewable energy, AI, autonomous driving, IoT, 5G communication, VR/AR, and the metaverse [4] - Currently, domestic manufacturers in China primarily produce semiconductor photomasks in the 350nm-130nm range, with a low participation rate in nodes below 130nm [4] - The domestic photomask market has a localization rate of about 10%, with high-end photomasks having a localization rate of only approximately 3% [4] - Longtu Photomask aims to increase R&D investment in high-end semiconductor photomasks, aspiring to become a leading benchmark enterprise in the domestic and international markets [4]

Core Viewpoint - Longtu Photomask, a leading player in the semiconductor photomask sector, successfully listed on the STAR Market, with its closing price on the first day rising by 121.6% from the issue price, marking it as a notable company in the semiconductor supply chain [1]. Company Performance - In 2024, Longtu Photomask achieved a revenue of 247 million yuan, a year-on-year increase of 12.92%, and a net profit attributable to shareholders of 91.83 million yuan, up 9.84%, indicating stable performance [6]. - The company has maintained a high level of R&D investment, with R&D expenses reaching 23.05 million yuan in 2024, a 14.25% increase year-on-year, and accounting for 10.40% of revenue [6]. - Longtu Photomask has established long-term stable partnerships with key clients such as SMIC, Silan Microelectronics, and BYD Semiconductor, enhancing its competitive edge through rich project experience and industry know-how [6]. Technological Advancements - Longtu Photomask has developed a comprehensive technical system covering CAM, lithography, and inspection, with 14 core process technologies, including industry-leading OPC compensation and PSM phase-shifting mask technologies [4]. - The company has made significant progress in its third-generation PSM products, with successful transitions from R&D to mass production for 90nm products and ongoing sample testing for 65nm products [8]. Market Outlook - The global semiconductor photomask market is projected to reach $6 billion by 2025, with China's market expected to approach 5 billion yuan, indicating a growing demand for photomasks [9]. - The shift of semiconductor chip production capacity to mainland China is becoming inevitable, with 15 out of 60 new 300mm wafer fabs being established in the region from 2020 to 2024, further driving the local semiconductor materials supply chain [9]. Industry Context - Currently, the domestic production rate of semiconductor photomasks in China is around 10%, with high-end photomasks at only 3%, highlighting the critical need for domestic production to address supply chain vulnerabilities [10]. - Government policies are increasingly supporting the semiconductor industry, with investments directed towards key materials like photomasks, which are essential for ensuring supply chain security [10]. - Longtu Photomask is positioned to benefit significantly from the domestic substitution trend, leveraging its technological and production capacity advantages to capture growth opportunities in the market [11].