Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has shown significant growth in 2023, with a year-to-date increase of 35.14% and a recent surge of 16.33% over the past five trading days, indicating strong market interest and performance [1][2]. Financial Performance - For the first half of 2025, Shenzhen Technology reported a revenue of 77.40 billion yuan, reflecting a year-on-year growth of 9.71%, while the net profit attributable to shareholders was 4.52 billion yuan, up 25.39% compared to the previous year [2]. - The company has distributed a total of 39.58 billion yuan in dividends since its A-share listing, with 7.02 billion yuan distributed over the last three years [3]. Stock Market Activity - As of September 25, the stock price reached 25.50 yuan per share, with a trading volume of 38.78 billion yuan and a turnover rate of 9.84%, resulting in a total market capitalization of 399.66 billion yuan [1]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) once this year, with a net buying of 1.92 billion yuan on September 24, accounting for 15.90% of total trading volume [1]. Shareholder Information - As of September 10, the number of shareholders decreased to 162,200, while the average number of circulating shares per person increased by 6.98% to 9,663 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable increases in holdings from Southern CSI 500 ETF and Hong Kong Central Clearing Limited [3].

（文章来源：证券时报网） 数据宝统计，截至10:28，深科技成交额33.87亿元，创2024年11月12日以来新高。最新股价上涨 1.40%，换手率8.61%。上一交易日该股全天成交额为32.69亿元。（数据宝） ...

Core Insights - The stock of Deep Technology reached its daily limit up, with a turnover rate of 8.72% and a transaction amount of 3.269 billion yuan, showing a fluctuation of 11.61% [2] - Institutional investors net sold 20.86 million yuan, while the Northbound trading saw a net sell of 170,900 yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a price deviation of 8.44% [2] Trading Activity - The top five trading departments had a total transaction amount of 848 million yuan, with a net buying amount of 192 million yuan [2] - Among the trading departments, two institutional special seats were involved, with a total buying amount of 62.66 million yuan and a selling amount of 83.52 million yuan, resulting in a net sell of 20.86 million yuan [2] - The Northbound trading was the largest buying and selling department, with both buying and selling amounts at 185 million yuan, leading to a net sell of 17,090 yuan [2] Capital Flow - The stock saw a net inflow of 917 million yuan from main funds, with a significant inflow of 1.003 billion yuan from large orders, while large orders saw a net outflow of 85.74 million yuan [2] - Over the past five days, the main funds had a net inflow of 963 million yuan [2] Margin Trading Data - As of September 23, the latest margin trading balance for the stock was 1.629 billion yuan, with a financing balance of 1.615 billion yuan and a securities lending balance of 13.40 million yuan [3] - Over the past five days, the financing balance increased by 135 million yuan, representing a growth of 9.13%, while the securities lending balance decreased by 1,240 yuan, showing a decline of 0.09% [3]

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 ...