截至6月30日，长川科技股东户数7.57万，较上期减少8.80%；人均流通股6411股，较上期增加9.65%。 2025年1月-6月，长川科技实现营业收入21.67亿元，同比增长41.80%；归母净利润4.27亿元，同比增长 98.73%。 9月5日，长川科技（维权）盘中上涨2.01%，截至13:10，报55.25元/股，成交10.99亿元，换手率 4.15%，总市值348.33亿元。 资金流向方面，主力资金净流出1801.50万元，特大单买入6317.89万元，占比5.75%，卖出8445.31万 元，占比7.68%；大单买入2.83亿元，占比25.72%，卖出2.79亿元，占比25.42%。 长川科技今年以来股价涨25.48%，近5个交易日跌7.53%，近20日涨26.11%，近60日涨34.99%。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为：测试机57.68%，分选机32.73%，其他9.59%。 长川科技所属申万行业为：电子-半导体-半导 ...

9月4日，长川科技跌5.22%，截至发稿，报56.26元/股，成交11.55亿元，换手率4.13%，总市值354.70亿 元。 数据显示，国泰基金旗下1只基金重仓长川科技。国泰中证半导体材料设备主题ETF（159516）二季度 增持33.13万股，持有股数201.45万股，占基金净值比例为3.71%，位居第七大重仓股。根据测算，今日 浮亏损失约624.5万元。 国泰中证半导体材料设备主题ETF（159516）成立日期2023年7月19日，最新规模24.36亿。今年以来收 益22.77%，同类排名1777/4222；近一年收益62.66%，同类排名1158/3789；成立以来收益23.1%。 国泰中证半导体材料设备主题ETF（159516）基金经理为艾小军。 截至发稿，艾小军累计任职时间11年238天，现任基金资产总规模1418.59亿元，任职期间最佳基金回报 212.43%， 任职期间最差基金回报-42.8%。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入 ...

沪深两市数据显示，8月27日，融资净买入前十的股票分别为：胜宏科技（15.94亿元）、北方稀土 （14.09亿元）、宁德时代（6.57亿元）、海光信息（6.38亿元）、麦格米特（5.04亿元）、英维克 （4.39亿元）、中际旭创（4.24亿元）、长川科技（3.82亿元）、寒武纪（3.53亿元）、中国平安（3.52 亿元）。 ...

Group 1 - The core point of the article is that Changchuan Technology (300604.SZ) announced a share transfer agreement with Hangzhou Zhonghu Private Fund Management Co., Ltd. on November 27, 2023, where Changchuan Investment plans to transfer its shares [1] - Changchuan Investment is a significant shareholder, holding more than 5% of the company's shares, and is one of the actual controllers of the company [1] - The agreement indicates a strategic move in the company's ownership structure, potentially impacting its future operations and governance [1]

证券代码：300604 证券简称：长川科技 公告编号：2025-051 杭州长川科技股份有限公司 关于公司实际控制人所控制的合伙企业 终止协议转让部分公司股份暨终止权益变动的公告 公司实际控制人之一致行动人、持股 5%以上股东杭州长川投资管理合伙企 业（有限合伙）保证公告内容真实、准确和完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 杭州长川科技股份有限公司（以下简称"长川科技"或"公司"）于 2025 年 8 月 27 日收到公司实际控制人之一致行动人、持股 5%以上股东杭州长川投资 管理合伙企业（有限合伙）（以下简称"长川投资"）及杭州重湖私募基金管理 有限公司出具的《关于终止协议转让有关事项的函》，长川投资与杭州重湖私募 基金管理有限公司一致决定终止协议转让部分公司股份暨终止权益变动。现将相 关事项公告如下： 一、本次股份协议转让事项概述 2023 年 11 月 27 日，长川投资与杭州重湖私募基金管理有限公司签署了《杭 州长川科技股份有限公司之股份转让协议》（以下简称"《股份转让协议》"）， 长川投资拟将其持有的 ...

Market Overview - The Shanghai Composite Index fell by 1.76% on August 27, with only one industry, telecommunications, showing an increase of 1.66%. The beauty and real estate sectors experienced the largest declines, with drops of 3.86% and 3.51% respectively [1]. Capital Flow - The main capital flow in the two markets showed a net outflow of 129.75 billion yuan, with all industries under Shenwan experiencing net outflows. The computer industry had the largest net outflow of 16.31 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 12.33 billion yuan. Other industries with significant outflows included electronics, automotive, and machinery [1]. Electronics Industry Performance - The electronics sector declined by 0.40%, with a total net outflow of 11.58 billion yuan. Out of 467 stocks in this sector, 109 rose, 6 hit the daily limit, and 353 fell. A total of 138 stocks saw net inflows, with 24 stocks receiving over 100 million yuan in net inflows. The top three stocks with the highest net inflows were Fangzheng Technology (1.22 billion yuan), Changchuan Technology (977 million yuan), and Ruixin Micro (641 million yuan) [1]. Electronics Industry Outflow - Among the stocks with significant net outflows, 46 stocks had outflows exceeding 100 million yuan. The top three stocks with the largest net outflows were Lingyi Technology (-2.96 billion yuan), Shenghong Technology (-818.94 million yuan), and Haiguang Information (-647.22 million yuan) [2]. Notable Stocks in Electronics Sector - The following stocks in the electronics sector had notable performances: - Fangzheng Technology: +9.99%, turnover rate 15.43%, main capital flow 1.22 billion yuan - Changchuan Technology: +16.98%, turnover rate 26.06%, main capital flow 977 million yuan - Ruixin Micro: +10.00%, turnover rate 3.40%, main capital flow 640 million yuan - Other notable stocks included Ziguang Guowei (+0.99%), Industrial Fulian (+0.53%), and Zhaoyi Innovation (+2.74%) [1]. Underperforming Stocks in Electronics Sector - The following stocks in the electronics sector experienced significant declines: - Lingyi Technology: -0.94%, main capital flow -2.96 billion yuan - Shenghong Technology: -1.96%, main capital flow -818.94 million yuan - Haiguang Information: -2.68%, main capital flow -647.22 million yuan - Other underperformers included TCL Technology (-2.51%), Changying Precision (-6.13%), and O-film (-4.08%) [2].

证券之星消息，8月27日半导体板块较上一交易日上涨0.18%，乐鑫科技领涨。当日上证指数报收于 3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。半导体板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300604 | 长川科技 | | 9.62 Z | 13.07% | -7.06 Z | -9.60% | -2.56 Z | -3.47% | | 002049 | 紫光国微 | | 5.78 Z | 10.63% | -2.73 Z | -5.03% | -3.05 Z | -5.61% | | 603893 | 瑞心微 | | 5.20 Z | 17.27% | -2.79亿 | -9.26% | -2.41 Z | -8.00% | | 603986 | 兆易创新 | | 3.56/Z | 3.56% | -1.95 Z | -1.95% | ...

市场午后跳水回落，沪指、深成指双双跌超1%。 盘面上，从板块来看，CPO等算力硬件股维持强势，新易盛（300502）等多股再创历史新高。芯片股一 度冲高，瑞芯微（603893）涨停。稀土永磁概念股表现活跃，北矿科技（600980）涨停。下跌方面，地 产股展开调整，深深房A跌停。白酒、美容护理、创新药等板块跌幅居前。 截至收盘，沪指跌1.76%，深成指跌1.43%，创业板指跌0.69%。市场热点集中在算力和芯片方向，个股 跌多涨少，全市场超4700只个股下跌。沪深两市全天成交额3.17万亿，较上个交易日放量4865亿。 午后突发跳水，什么原因？ 今日，A股市场一度震荡走高，科创50指数盘中涨超4%，但午后加速跳水，最终三大指数悉数收跌， 除科创50微涨外，市场主要指数全线尽墨。 对于市场调整原因，据证券时报，分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此 同时，近期A股涨幅较大，且有局部过热迹象。在此背景下，部分资金选择获利了结，同时场外资金对 当前估值水平持观望态度，多空博弈明显加剧，市场因此呈现出显著的结构性分化特征。 不过多数机构认为，慢下来能走得更远，其后只要补量，大盘还会继续震荡盘升。融 ...

Core Viewpoint - The ChiNext 50 Index has shown strong performance, with significant gains in constituent stocks, indicating a positive market sentiment towards technology and growth sectors [1][2]. Group 1: Index Performance - As of August 27, 2025, the ChiNext 50 Index rose by 1.57%, with notable increases in constituent stocks such as Changchuan Technology (up 18.20%) and Zhongke Chuangda (up 13.67%) [1]. - The ChiNext 50 ETF (Jia Shi) experienced a more than 2% increase during the trading session, with a weekly cumulative rise of 5.53% as of August 26, 2025 [1][2]. Group 2: Fund Metrics - The ChiNext 50 ETF (Jia Shi) saw a turnover rate of 7.62% and a transaction volume of 29.87 million yuan during the trading session, with an average daily transaction volume of 31.53 million yuan over the past year [1]. - The fund's scale increased by 20.99 million yuan over the past week, and its share count grew by 16.2 million shares in the last six months, ranking first among comparable funds [1][2]. Group 3: Historical Performance - The ChiNext 50 ETF (Jia Shi) recorded a net value increase of 25.58% over the past six months, ranking 262 out of 3559 index equity funds, placing it in the top 7.36% [2]. - Since its inception, the fund achieved a maximum single-month return of 9.54% and an average monthly return of 6.10% during rising months [2]. Group 4: Sector Insights - The ChiNext 50 Index is composed of 50 stocks with high trading volumes, reflecting the performance of well-known, large-cap, and liquid companies in the ChiNext market [2]. - The top ten weighted stocks in the ChiNext 50 Index account for 65.85% of the index, with Ningde Times and Dongfang Wealth being the largest contributors [2][4]. Group 5: Market Trends - The current market trend is centered around AI technology, with the ChiNext 50 Index representing a growth-oriented benchmark, particularly in sectors like electronics and communications, which have outperformed the broader market [5]. - The recent government policy on "Artificial Intelligence+" aims to enhance the integration of AI across various sectors, potentially benefiting companies within the ChiNext 50 Index [4][5].

8月27日，"人工智能+"顶层设计出炉，半导体板块被引燃。半导体设备ETF（561980）一度涨超4%，截至发文涨幅3.52%，成交额超1亿元。 此外值得关注的是，根据CINNO Research最新统计数据，2025年上半年，中国半导体产业（含中国台湾）总投资额为4,550亿元，同比下滑9.8%，相比去年 同比下降41.6%，已有明显收敛向好之势。值得注意的是，半导体设备投资逆势增长53.4%，成为唯一实现正增长的领域。 展望未来，天风证券认为，半导体、国产算力及自主可控等领域仍将是未来的长期趋势。在中美围绕AI算力芯片的贸易政策持续存在不确定性的背景下， 预计国内大模型开发企业与互联网平台将逐步提高国产芯片的采购与使用规模。相应的国产芯片供应商及其配套产业链企业有望迎来发展机遇。 国信证券建议重视"三重周期"共振下半导体的估值扩张弹性。中芯、华虹2Q25稼动率趋近饱和，订单需求展望乐观，佐证半导体高景气延续。当下时点仍 坚定看好2025年电子板块在"宏观政策周期、产业库存周期、AI创新周期"共振下的"估值扩张"行情。 成分股中长川科技盘中20CM涨停，华峰测控涨超9%，中科飞测、寒武纪-U涨逾6%，联动科 ...