Group 1 - The China Strategic Emerging Industries Index (new emerging index, 000171) rose by 1.66% to 1188.03 points, with a trading volume of 110.449 billion yuan [1] - Over the past month, the index increased by 1.27%, while it decreased by 3.76% over the past three months and has fallen by 1.33% year-to-date [1] - The index includes 100 representative listed companies from sectors such as energy conservation and environmental protection, new generation information technology, biotechnology, high-end equipment manufacturing, new energy, new materials, new energy vehicles, digital creativity, and high-tech services [1] Group 2 - The top ten holdings in the index are BYD (8.72%), Dongfang Wealth (8.59%), Hengrui Medicine (5.81%), Zhongji Xuchuang (3.47%), Xinyi Sheng (3.3%), Haiguang Information (3.18%), Luxshare Precision (3.15%), WuXi AppTec (3.13%), Huichuan Technology (3.01%), and Northern Huachuang (2.61%) [1] - The market capitalization distribution of the index shows that 61.12% of the holdings are listed on the Shenzhen Stock Exchange, while 38.88% are on the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index includes Information Technology (33.01%), Healthcare (15.20%), Communication Services (12.90%), Industry (12.37%), Consumer Discretionary (11.33%), Financials (9.11%), Materials (5.16%), Utilities (0.38%), Consumer Staples (0.31%), and Energy (0.24%) [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking the new emerging index include Huaxia Strategic Emerging Index ETF Link A, Huaxia Strategic Emerging Index ETF Link C, and Huaxia Strategic Emerging Index ETF [2]

Core Viewpoint - The domestic semiconductor equipment industry has witnessed a significant event with the change of control at ChipSource Micro (688037.SH), as North Huachuang Technology Group Co., Ltd. (002371.SZ) becomes the largest shareholder and actual controller through a series of share transfers totaling 3.135 billion yuan [2][3]. Group 1: Shareholder Changes - ChipSource Micro's major shareholder, Zhongke Tiansheng Automation Technology Co., Ltd., transferred all of its 16.8998 million shares (8.41% of total shares) to North Huachuang for 1.448 billion yuan [2]. - Another significant shareholder, Advanced Manufacturing Technology Industry Co., Ltd., transferred its 19.0649 million shares (9.48% of total shares) to North Huachuang for 1.687 billion yuan [2]. - North Huachuang now holds a total of 35.9647 million shares in ChipSource Micro, representing 17.87% of the total shares, making it the largest shareholder [2]. Group 2: Board Restructuring - On June 23, North Huachuang completed the restructuring of ChipSource Micro's board, with all four non-independent directors and one independent director nominated by North Huachuang being elected [3]. - Dong Boyu was appointed as the new chairman of ChipSource Micro for a three-year term, with the legal representative changing to Deng Xiaojun [3]. Group 3: Leadership Background - Dong Boyu, born in 1981, holds a Ph.D. from Fukui University in Japan and has extensive experience in the semiconductor equipment industry, having worked at North Huachuang since 2013 [4]. - ChipSource Micro, established in 2002, is the only domestic company capable of providing mass production front-end coating and developing machines, and it was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2019 [4]. Group 4: Market Performance - Following the announcement of the acquisition on March 10, ChipSource Micro's stock price increased by 21.1%, closing at 107.15 yuan per share on June 24, with a total market capitalization of 21.6 billion yuan [4]. - North Huachuang's stock closed at 435.82 yuan per share, with a market capitalization of 232.8 billion yuan [4].

北方华创科技集团股份有限公司 2024 年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 北方华创科技集团股份有限公司（简称"公司"）2024 年度权益分派方案已 经 2025 年 5 月 16 日召开的 2024 年度股东大会审议通过。现将权益分派事宜公 告如下： 证券代码：002371 证券简称：北方华创 公告编号：2025-041 一、股东大会审议通过利润分配方案情况 1．公司 2024 年度利润分配方案为：公司向全体股东每 10 股派发现金红利 10.60 元（含税），同时以资本公积金向全体股东每 10 股转增 3.5 股，本次转增 金额未超过报告期末"资本公积——股本溢价"余额。本年度不送红股。 若在公司 2024 年度利润分配预案实施前，公司总股本由于可转债转股、 股 份回购、股权激励行权、再融资新增股份上市等原因而发生变化的，分配方案将 按照每股分配及转增比例不变的原则相应调整分配总额及转增股本总额。 2．自 2024 年度利润分配方案披露日至本公告日，公司总股本因股权激励计 划股票期权行权增加 345,780 股，变动后公 ...

北方华创科技集团股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日 召开第八届董事会第二十次会议，审议通过了《关于协议受让沈阳芯源微电子设 备股份有限公司部分股份的议案》。同日，公司与沈阳先进制造技术产业有限公 司（以下简称"先进制造"）签署了股份转让协议，公司协议受让先进制造持有 的 19,064,915 股沈阳芯源微电子设备股份有限公司（股票代码 688037，以下简 称"芯源微"）股份。公司于 2025 年 3 月 20 日召开第八届董事会第二十二次会 议，审议通过了《关于参与沈阳芯源微电子设备股份有限公司股份公开挂牌竞买 的议案》。2025 年 3 月 31 日，公司与沈阳中科天盛自动化技术有限公司（以下 简称"中科天盛"）签署了股份转让协议，公司协议受让中科天盛持有的 16,899,750 股芯源微股份。具体内容详见公司于 2025 年 3 月 11 日、3 月 21 日及 4 月 1 日在指定信息披露媒体《中国证券报》《证券时报》《上海证券报》及巨 潮资讯网（www.cninfo.com.cn）披露的《第八届董事会第二十次会议决议公告》 《关于协议受让沈阳芯源微电子设备股份有限公司 ...

Core Viewpoint - The major shareholder of Chipsource Micro (688037.SH) has changed to Northern Huachuang following a share transfer agreement, marking a significant shift in the company's ownership structure [1] Group 1: Share Transfer Details - Zhongke Tiansheng, a shareholder holding over 5% of the company, has transferred all of its 16,899,750 shares to Northern Huachuang for a total transaction amount of 1.448 billion yuan [1] - Another major shareholder, Advanced Manufacturing, has also transferred its 19,064,915 shares to Northern Huachuang [1] - As a result, Northern Huachuang now holds 35,964,665 shares, representing approximately 17.87% of the total share capital of the company, making it the largest shareholder [1] Group 2: Changes in Corporate Governance - The company's board of directors has undergone a restructuring, with more than half of the directors being nominated by Northern Huachuang [1] - The company has transitioned from having no controlling shareholder and actual controller to having a controlling shareholder, which is Northern Huachuang, and an actual controller, which is Beijing Electronics Holdings Co., Ltd [1]

Investment Rating - The industry rating is maintained as "Outperform" [6] Core Viewpoints - The semiconductor industry is expected to continue its optimistic growth trajectory, driven by AI and domestic substitution efforts [4][15] - The storage sector is highlighted as a key area of focus, with expectations of price increases for DDR4 contracts by 30-40% in Q3 [3][16] - The demand for storage capacity is rapidly increasing due to AI servers, PCs, and mobile devices, leading to a rise in high-value product penetration [3][14] Summary by Sections 1. Market Overview - In May, global chip delivery times remained stable, with a slight increase in spot market delivery times and rising storage prices [2][13] - Major chip suppliers showed stable delivery times, with some experiencing slight increases in both delivery times and prices [2][13] 2. Storage Sector - The storage sector is expected to see continued price increases, with significant demand for DDR4 and DDR5, leading to a saturated production capacity [3][18] - The anticipated price increases for DRAM and NAND Flash in Q3 and Q4 are driven by supply-side reforms and strong demand from AI applications [3][14][17] 3. Industry Growth Projections - The global semiconductor market is projected to grow, with a forecasted sales figure of approximately $626.87 billion in 2024, reflecting a 19% year-on-year increase [30][31] - The Chinese semiconductor market is expected to exceed $170 billion in sales in 2024, with a significant contribution from the Yangtze River Delta region [30][31] 4. Key Companies to Watch - Recommended companies in the semiconductor storage sector include Jiangbolong, Shannon Semiconductor, and Zhaoyi Innovation, among others [5] - In the IDM foundry and packaging sector, companies like Huahong Semiconductor and SMIC are highlighted for their growth potential [5] 5. Equipment and Materials - The equipment and materials sector is seeing stable growth, with leading manufacturers showing strong performance in Q1 2025 [4][15] - The ongoing domestic substitution efforts are reshaping the supply chain landscape, enhancing the competitiveness of local firms [4][15]

百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至6月24日 收盘，沪指报收3420.57点，上涨1.15%，A股平均股价为11.64元，个股股价分布看，股价超过100元的 有85只，股价在50元至100元的有294只，股价在30元至50元的有694只。 以最新收盘价计算，A股平均股价为11.64元，其中股价超过100元的有85只，相比上一个交易日增加5 只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1437.20元，上涨1.21%，其次是寒武纪、北方 华创等，最新收盘价分别为607.25元、435.82元。 高价股一览 | 代码 | 简称 | 最新收盘价（元） | 今日涨跌（%） | 换手率（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1437.20 | 1.21 | 0.29 | 食品饮料 | | 688256 | 寒武纪 | 607.25 | 6.91 | 0.02 | 电子 | | 002371 | 北方华创 | 435.82 | -0.63 | 0.73 | 电子 | ...

金十图示：2025年06月24日（周二）富时中国A50指数成分股今日收盘行情一览：成分股大面积飘红，保险、证券、汽车整车涨 势较大 -0.10(-1.15%) +0.02(+0.47%) -0.04(-0.71%) 保险 100 中国太保 中国平安 中国人保 08 3980.16亿市值 3532.59亿市值 10341.59亿市值 14.29亿成交额 58.74亿成交额 11.14亿成交额 56.79 36.72 9.00 +0.83(+2.31%) +1.69(+3.07%) +0.36(+4.17%) 酸酒行业 贵州茅台 山西汾酒 五粮液 18054.07亿市值 2188.49亿市值 4648.23亿市值 52.29亿成交额 11.77亿成交额 21.39亿成交额 1437.20 179.39 119.75 +17.20(+1.21%) +1.68(+0.95%) +1.47(+1.24%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2328.04亿市值 2535.01亿市值 3187.60亿市值 17.03亿成交额 53.14亿成交额 26.75亿成交额 137.14 435.82 607.2 ...

Core Viewpoint - The average stock price of A-shares is 11.48 yuan, with 80 stocks priced over 100 yuan, indicating market interest and performance trends [1][2]. Market Performance - As of June 23, the Shanghai Composite Index closed at 3381.58 points, up 0.65%, while stocks priced over 100 yuan had an average increase of 0.81%, outperforming the index by 0.16 percentage points [1]. - In the last month, stocks priced over 100 yuan averaged a 2.27% increase, compared to a mere 0.04% rise in the Shanghai Composite Index [2]. Stock Distribution - Among the stocks priced over 100 yuan, the highest closing price is for Kweichow Moutai at 1420.00 yuan, followed by Cambricon Technologies at 568.00 yuan and Northern Huachuang at 438.57 yuan [1]. - The distribution of high-priced stocks by industry shows that the electronics sector has 28 stocks (35%), followed by the pharmaceutical and biological sector with 10 stocks (12.5%) and the computer sector with 9 stocks (11.25%) [2]. Notable Stocks - The top performers in the last month include Shenghong Technology (48.40%), Suzhou Tianmai (42.62%), and Haooubo (40.69%) [2]. - Year-to-date, the average increase for stocks priced over 100 yuan is 21.30%, surpassing the Shanghai Composite Index's increase of 20.41% [2]. Sector Analysis - The majority of stocks priced over 100 yuan are concentrated in the main board (20 stocks), ChiNext (21 stocks), and the Sci-Tech Innovation Board (35 stocks), with the latter accounting for 43.75% of the total [2].

Core Viewpoint - A-shares experienced significant movements across various sectors, particularly in oil and gas, shipping, and the semiconductor industry, with major financial institutions also showing strong performance [1][2][4][8]. Sector Summaries Oil and Gas - Oil and gas stocks surged, with companies like Taishan Petroleum and Shandong Molong hitting the daily limit, indicating strong market interest in this sector [1]. Shipping - The shipping sector also saw notable gains, with stocks such as Ningbo Shipping and Lianyungang reaching their daily limit, reflecting positive market sentiment [1]. Semiconductor Industry - The semiconductor sector showed strong performance, particularly in the wafer foundry segment, with leading companies like SMIC and Hua Hong Semiconductor rising by 3.57% and 3.82% respectively [4][8]. - The demand for semiconductor storage chips is increasing, driven by a recovery in the market since March, with significant price increases noted for DDR4 products [7]. - Analysts expect a "valuation expansion" trend in the semiconductor industry due to macroeconomic policies, inventory cycles, and AI innovation [8]. Solid-State Battery - The solid-state battery sector has been active, with companies like Tengyuan Cobalt and Taihe Technology seeing substantial gains [10]. - The industry is expected to maintain rapid growth, driven by emerging demands from new industries and supportive policies [12]. - Full solid-state battery commercialization faces challenges, but optimistic projections suggest that leading companies may achieve stable production by 2027 [13].