Group 1 - The storage chip concept index rose by 4.18%, ranking fourth among concept sectors, with 105 stocks increasing in value, including Jiangfeng Electronics and Xingfu Electronics, which both hit the 20% limit up [1][2] - Notable gainers in the storage chip sector included Chengbang Co., Beifang Huachuang, and Tongfu Microelectronics, which also reached their limit up, while major decliners were Shennan Circuit, Defu Technology, and Zhongjing Electronics, with declines of 3.81%, 2.66%, and 1.79% respectively [1][2] Group 2 - The storage chip sector saw a net inflow of 12.972 billion yuan from main funds, with 75 stocks receiving net inflows, and 31 stocks exceeding 100 million yuan in net inflows [2] - Tongfu Microelectronics led the net inflow with 1.273 billion yuan, followed by Beifang Huachuang, SMIC, and Changdian Technology with net inflows of 1.215 billion yuan, 1.137 billion yuan, and 920 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Tongfu Microelectronics, Deep Technology, and Kangqiang Electronics had the highest ratios at 35.94%, 28.05%, and 20.09% respectively [3] - The top stocks in the storage chip sector by net inflow included Tongfu Microelectronics, Beifang Huachuang, and SMIC, with respective daily turnover rates of 6.30%, 2.59%, and 7.31% [3][4]

Group 1 - The advanced packaging concept sector rose by 3.38%, ranking 8th among concept sectors, with 123 stocks increasing, including notable gainers such as Tongfu Microelectronics, which hit the daily limit, and Huicheng Co., Microguide Nano, and Shengmei Shanghai, which rose by 15.84%, 15.54%, and 14.81% respectively [1] - The sector saw a net inflow of 6.356 billion yuan from main funds, with 90 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflow. Tongfu Microelectronics led with a net inflow of 1.273 billion yuan, followed by Changdian Technology, Deep Technology, and Baiwei Storage with net inflows of 920 million yuan, 917 million yuan, and 466 million yuan respectively [1] - The top gainers in the advanced packaging concept sector included stocks like Tongfu Microelectronics, Changdian Technology, and Deep Technology, with respective daily increases of 10.00%, 5.10%, and 9.99% [2][3] Group 2 - The net inflow ratios for major funds were highest for Tongfu Microelectronics, Deep Technology, and *ST Huamei, with net inflow rates of 35.94%, 28.05%, and 25.80% respectively [2] - The advanced packaging concept sector's inflow leaderboard featured stocks such as Tongfu Microelectronics, Changdian Technology, and Deep Technology, with significant trading volumes and turnover rates [2][3] - Stocks like Huicheng Co. and Shengmei Shanghai also showed strong performance with daily increases of 15.84% and 14.81%, indicating robust investor interest [1][3]

Group 1 - The third-generation semiconductor concept increased by 3.35%, ranking 9th among concept sectors, with 136 stocks rising, including Jiangfeng Electronics which hit a 20% limit up [1] - Notable gainers in the sector included Huanghai Xuanfeng, Beifang Huachuang, and Tongfu Microelectronics, all reaching their daily limit up, while Changfei Fiber, Kexin Innovation, and Dongni Electronics saw declines of 5.94%, 4.90%, and 3.47% respectively [1][2] Group 2 - The third-generation semiconductor sector attracted a net inflow of 6.5 billion yuan, with 94 stocks receiving net inflows, and 20 stocks exceeding 100 million yuan in net inflow [2] - The top net inflow stock was Tongfu Microelectronics with 1.273 billion yuan, followed by Beifang Huachuang, Changdian Technology, and Deep Technology with net inflows of 1.215 billion yuan, 920 million yuan, and 917 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Huanghai Xuanfeng, Tongfu Microelectronics, and Deep Technology led with net inflow rates of 47.12%, 35.94%, and 28.05% respectively [3] - The trading volume and turnover rates for key stocks in the third-generation semiconductor sector were significant, with Jiangfeng Electronics showing a turnover rate of 18.27% and a daily increase of 20% [3][4]

Core Viewpoint - The advanced packaging sector is experiencing significant strength, with multiple companies reaching their daily price limits [1] Group 1: Company Performance - Tongfu Microelectronics, Northern Huachuang, and Shenzhen Technology have all hit the daily limit up [1] - Maiwei Co., Dinglong Co., Zhizheng Co., Feikai Materials, Inno Laser, and Yuyuan New Materials are among the stocks with notable gains [1]

Core Viewpoint - The large fund concept sector is experiencing strong performance, with several stocks reaching their daily limit up [1] Group 1: Stock Performance - Changchuan Technology, Tongfu Microelectronics, Northern Huachuang, and Shenzhen Technology have all hit the daily limit up [1] - Other notable stocks with significant gains include Nanda Optoelectronics, Wanye Enterprises, Jingrui Electronic Materials, Jingce Electronics, Feikai Materials, and Yake Technology [1]

Group 1 - The core point of the news is the performance and market position of Shenzhen Longcheng Development Technology Co., Ltd. (Deep Technology), which saw a stock price increase of 5.02% to 23.87 CNY per share, with a trading volume of 1.35 billion CNY and a market capitalization of 37.41 billion CNY [1] - The company was established on July 4, 1985, and listed on February 2, 1994. Its main business includes the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LED technology [1] - The revenue composition of the company is as follows: high-end manufacturing accounts for 50.52%, storage semiconductor business 27.13%, metering intelligent terminals 21.70%, and other supplementary sources 0.66% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Deep Technology. The Dongfang Quantitative Multi-Strategy Mixed A Fund (006785) held 9,000 shares in the second quarter, unchanged from the previous period, representing 0.58% of the fund's net value and ranking as the third-largest holding [2] - The Dongfang Quantitative Multi-Strategy Mixed A Fund was established on February 22, 2019, with a latest scale of 24.21 million CNY. Year-to-date returns are 29.18%, ranking 3058 out of 8173 in its category, while the one-year return is 64.45%, ranking 2062 out of 7996 [2] Group 3 - The fund managers of Dongfang Quantitative Multi-Strategy Mixed A Fund are Sheng Ze and Wang Huaixun. Sheng Ze has a cumulative tenure of 7 years and 45 days, with a total asset scale of 782 million CNY, achieving a best fund return of 119.82% and a worst return of -20.29% during his tenure [3] - Wang Huaixun has a cumulative tenure of 3 years and 132 days, managing assets totaling 228 million CNY, with a best fund return of 56.38% and a worst return of -0.02% during his tenure [3]

9月24日，深科技涨5.02%，截至发稿，报23.87元/股，成交13.50亿元，换手率3.73%，总市值374.11亿 元。 兴业中证500指数增强A（015507）基金经理为楼华锋。 截至发稿，楼华锋累计任职时间9年265天，现任基金资产总规模16.63亿元，任职期间最佳基金回报 88.18%， 任职期间最差基金回报-13.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，深圳长城开发科技股份有限公司位于广东省深圳市福田区彩田路7006号，成立日期1985年7 月4日，上市日期1994年2月2日，公司主营业务涉及硬盘磁头、电子产品先进制造、计量系统、支付终 端产品、数字家庭产品及LED的研发生产。主营业务收入构成为：高端制造50.52%，存储半导体业务 27.13%，计量智能终端21.70%，其他(补充)0.66%。 从基金十大重仓股角度 数据显示，兴业基金旗下1只基金重仓深科技。兴业中证500指数增强A（015507）二季度持有 ...

Group 1 - The core point of the article is that Deep Technology (SZ 000021) held its 13th meeting of the 10th board of directors on September 22, 2025, to review the stock option incentive plan and its first exercise conditions [1] - For the first half of 2025, Deep Technology's revenue composition was 99.34% from the computer and related equipment manufacturing industry, with other businesses contributing 0.66% [1] - As of the report date, Deep Technology's market capitalization was 36.5 billion yuan [1] Group 2 - The article mentions that the parent company of Arc'teryx is facing challenges, with the new president of Greater China having only been in office for over two months and being praised for his strong professional capabilities [1]

证券代码：000021 证券简称：深科技 公告编码：2025-039 深圳长城开发科技股份有限公司 关于注销 2022 年股票期权激励计划 预留授予部分股票期权的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 深圳长城开发科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召 开第十届董事会第十三次会议和第十届监事会第十一次会议，审议通过了《关于 注销 2022 年股票期权激励计划预留授予部分股票期权的议案》。现将有关情况 公告如下： 一、本次激励计划已履行的审批程序 5.2023 年 4 月 11 日，公司第九届董事会第三十二次会议审议通过了《关于 <深圳长城开发科技股份有限公司 2022 年股票期权激励计划（草案修订稿）> 及其摘要的议案》《关于<深圳长城开发科技股份有限公司 2022 年股票期权激 励计划实施考核管理办法（修订稿）>的议案》。公司独立董事就《深圳长城开 发科技股份有限公司 2022 年股票期权激励计划（草案修订稿）》（以下简称"《激 励计划》"）的相关事项发表了独立意见。 1.2022 年 12 月 29 日，公司第 ...

关于公司 2022 年股票期权激励计划 预留授予股票期权第一个行权期行权条件成就的公告 证券代码：000021 证券简称：深科技 公告编码：2025-038 深圳长城开发科技股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 特别提示： 1、公司预留授予部分第一个行权期行权条件已成就，可行权的激励对象 57 人；可行权的股票期权数量为 235.0722 万股；行权价格为 17.07 元/股。 2、满足行权条件的股票期权将采用自主行权模式。 3、本次可行权股票期权若全部行权，公司股份仍具备上市条件。 4、本次行权事宜需在相关机构办理完毕相应的行权手续后方可行权，敬请 投资者注意。 深圳长城开发科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召 开第十届董事会第十三次会议和第十届监事会第十一次会议，审议通过了《关于 2022 年股票期权激励计划预留授予部分第一个行权期行权条件成就的议案》。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）及公司《2022 年股票期权激励计划（草案修订稿）》（以下简称"《激励计划》"或"本次 ...