Semitronix Corporation(301095)

Search documents
软件开发板块9月18日跌2.21%,*ST东通领跌,主力资金净流出73.79亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-18 08:52
Group 1 - The software development sector experienced a decline of 2.21% on September 18, with *ST Dongtong leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] - Notable gainers in the software development sector included Xinghuan Technology, which rose by 7.65% to a closing price of 62.76, and Xinan Century, which increased by 7.42% to 15.50 [1] Group 2 - *ST Dongtong saw a significant decline of 19.88%, closing at 2.70, with a trading volume of 112,900 shares [2] - The sector experienced a net outflow of 7.379 billion yuan from institutional funds, while retail investors contributed a net inflow of 5.749 billion yuan [2] - Major stocks that faced declines included Anbotong, which fell by 8.92% to 67.68, and Dazhihui, which decreased by 8.83% to 15.48 [2]
A股半导体股拉升,北方华创逼近涨停,华虹公司涨超7%
Ge Long Hui· 2025-09-18 02:31
Core Viewpoint - The semiconductor stocks in the A-share market experienced significant gains, with several companies reaching their daily limit up or showing substantial increases in share prices, indicating a strong market sentiment towards the semiconductor sector [1][2]. Company Performance - Huicheng Co., Ltd. (汇成股份) saw a 19.99% increase, with a total market capitalization of 13.7 billion [2]. - Liyang Chip (利扬芯片) rose by 16.53%, with a market cap of 7.958 billion [2]. - Zhongwei Company (中微公司) increased by 14.15%, with a market cap of 162.4 billion [2]. - New Xiangwei (新相微) gained 11.69%, with a market cap of 1.23 billion [2]. - Canxin Co., Ltd. (灿芯股份) rose by 10.06%, with a market cap of 954.1 million [2]. - Ruixin Microelectronics (瑞芯微) reached a 10% increase, with a market cap of 9.64 billion [2]. - Other notable performers include Shengke Communication (盛科通信) up by 9.90%, Beifang Huachuang (北方华创) up by 9.35%, and Haiguang Information (海光信息) up by 8.32% [2]. Industry Developments - On September 16, CCTV's "News Broadcast" highlighted the achievements of China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project, which involves several domestic AI chip brands such as Alibaba's Pingtouge, Muxi Co., Ltd., and others that have signed or are expected to sign contracts [1].
广立微(301095):25H1营收实现同比高增,收购LUCEDA深化硅光芯片布局
Great Wall Securities· 2025-09-17 12:49
证券研究报告 | 公司动态点评 2025 年 09 月 17 日 广立微(301095.SZ) 25H1 营收实现同比高增,收购 LUCEDA 深化硅光芯片布局 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 478 | 547 | 745 | 970 | 1,236 | | 增长率 yoy(%) | 34.3 | 14.5 | 36.3 | 30.2 | 27.4 | | 归母净利润(百万元) | 129 | 80 | 137 | 184 | 265 | | 增长率 yoy(%) | 5.3 | -37.7 | 70.2 | 34.5 | 43.9 | | ROE(%) | 4.0 | 2.7 | 4.3 | 5.6 | 7.6 | | EPS 最新摊薄(元) | 0.64 | 0.40 | 0.68 | 0.92 | 1.32 | | P/E(倍) | 121.5 | 195.0 | 114.6 | 85.2 | 59.2 | | P/B(倍) | 4. ...
广立微股价涨5.55%,海富通基金旗下1只基金重仓,持有300股浮盈赚取1302元
Xin Lang Cai Jing· 2025-09-17 07:04
9月17日,广立微涨5.55%,截至发稿,报82.50元/股,成交5.22亿元,换手率3.73%,总市值165.23亿 元。 资料显示,杭州广立微电子股份有限公司位于浙江省杭州市余杭区五常街道联创街188号A1号楼,成立 日期2003年8月12日,上市日期2022年8月5日,公司主营业务涉及集成电路EDA软件和晶圆级电性测试 设备的设计、开发、服务。主营业务收入构成为:测试设备及配件62.40%,软件开发及授权37.00%, 测试服务及其他0.60%。 从基金十大重仓股角度 数据显示,海富通基金旗下1只基金重仓广立微。海富通优势驱动混合A(018800)一季度持有股数300 股,与上期相比持股数量不变,占基金净值比例为3.5%,位居第七大重仓股。根据测算,今日浮盈赚 取约1302元。 海富通优势驱动混合A(018800)成立日期2024年2月29日,最新规模63.79万。今年以来收益15.34%, 同类排名1360/8225;近一年收益42.46%,同类排名589/7921;成立以来收益38.41%。 海富通优势驱动混合A(018800)基金经理为。 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 ...
广立微股价涨5.55%,诺安基金旗下1只基金重仓,持有288.18万股浮盈赚取1250.7万元
Xin Lang Cai Jing· 2025-09-17 07:04
诺安优化配置混合A(006025)基金经理为刘慧影。 截至发稿,刘慧影累计任职时间3年47天,现任基金资产总规模236.74亿元,任职期间最佳基金回报 47.51%, 任职期间最差基金回报1.38%。 从基金十大重仓股角度 9月17日,广立微涨5.55%,截至发稿,报82.50元/股,成交5.22亿元,换手率3.73%,总市值165.23亿 元。 资料显示,杭州广立微电子股份有限公司位于浙江省杭州市余杭区五常街道联创街188号A1号楼,成立 日期2003年8月12日,上市日期2022年8月5日,公司主营业务涉及集成电路EDA软件和晶圆级电性测试 设备的设计、开发、服务。主营业务收入构成为:测试设备及配件62.40%,软件开发及授权37.00%, 测试服务及其他0.60%。 从广立微十大流通股东角度 数据显示,诺安基金旗下1只基金位居广立微十大流通股东。诺安优化配置混合A(006025)二季度增 持39.88万股,持有股数288.18万股,占流通股的比例为2.68%。根据测算,今日浮盈赚取约1250.7万 元。 诺安优化配置混合A(006025)成立日期2018年9月20日,最新规模10.57亿。今年以来收益2 ...
软件开发板块9月4日跌2.79%,概伦电子领跌,主力资金净流出47.92亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-04 08:56
Market Overview - On September 4, the software development sector declined by 2.79%, with Gai Lun Electronics leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the software development sector included: - Xin'an Century (688201) with a closing price of 15.60, up 6.41% and a trading volume of 391,400 shares, totaling 605 million yuan [1] - Hanyi Co., Ltd. (301270) closed at 38.33, up 4.24% with a trading volume of 78,500 shares, totaling 303 million yuan [1] - Keda Automation (831832) closed at 29.00, up 3.24% with a trading volume of 113,300 shares, totaling 325 million yuan [1] - Major decliners included: - Gai Lun Electronics (688206) closed at 32.25, down 7.62% with a trading volume of 95,100 shares, totaling 316 million yuan [2] - Guangli Micro (301095) closed at 77.81, down 7.24% with a trading volume of 92,500 shares, totaling 737 million yuan [2] - Xinghuan Technology (688031) closed at 52.68, down 6.36% with a trading volume of 61,600 shares, totaling 335 million yuan [2] Capital Flow - The software development sector experienced a net outflow of 4.792 billion yuan from institutional investors, while retail investors saw a net inflow of 4.105 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling contrasted by retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Yan Hua Intelligent (002178) with a net inflow of 78.76 million yuan from institutional investors, but a net outflow of 82.45 million yuan from retail investors [3] - Xin'an Century (688201) had a net inflow of 31.44 million yuan from institutional investors, while retail investors saw a net outflow of 70.63 million yuan [3] - Hanyi Co., Ltd. (301270) experienced a net inflow of 30.10 million yuan from institutional investors, with a net outflow of 28.91 million yuan from retail investors [3]
9.15-16,杭州,EDA年度盛会!2场主论坛,12场分论坛,IDAS2025 设计自动化产业峰会诚邀您共襄盛举!
半导体行业观察· 2025-09-03 01:17
IFDA 由EDA2主办的第三届设计自动化产业峰会 IDAS 2025 (Intelligent Design Automation Summit 2025),将 于2025年9月15日-16日在杭州国际博览中心隆重举行(地 址: 杭州萧山区奔竞大道 353 号)。 本届峰会由主论坛、12场专题论坛以及相关企业用户 大会组成,预计将邀请500+半导体上下游领先企业、 2500+专业观众、200+专家学者参会,100+嘉宾将发表主 题演讲,设置100+个展台。 目前,峰会报名正火热进行,我们诚挚邀请您参加此 次峰会,共襄盛举,共话未来! 》》 报名方式一 《《 登录EDA²官方网站报名: https://www.eda2.com/idasMeeting/meeting/details PAS 报名方式二 通过"EDA平方"微信公众号报名 EDA' | IDAS 【 × Q ... < EDA 平方 15:3 EDA平方 IFDA 上海电子设计自动化发展促进会 尊 EDA 【欢迎您关注EDA2】 尊敬的行业伙伴、专家学者,您好! 这里是 EDA开放创新合作机制,(英 文: EDA Ecosystem Develo ...
广立微8月28日获融资买入5461.78万元,融资余额6.18亿元
Xin Lang Cai Jing· 2025-08-29 02:04
Core Viewpoint - Guangli Microelectronics has shown significant growth in revenue and net profit, indicating strong operational performance and investor interest in the company [2][3]. Group 1: Financial Performance - As of June 30, 2025, Guangli Microelectronics achieved a revenue of 246 million yuan, representing a year-on-year growth of 43.17% [2]. - The net profit attributable to shareholders for the same period was 15.68 million yuan, reflecting a substantial increase of 518.42% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 217 million yuan in dividends [3]. Group 2: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Guangli Microelectronics reached 29,300, an increase of 18.89% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 15.89% to 3,667 shares [2]. - The company’s financing balance as of August 28 was 618 million yuan, accounting for 3.34% of its market capitalization, indicating a high level of financing activity [1]. Group 3: Institutional Holdings - Among the top ten circulating shareholders, the Noan Optimized Allocation Mixed A fund increased its holdings by 39,880 shares to 2.88 million shares [3]. - The Guolian An Zhongzheng All-Index Semiconductor Products and Equipment ETF also increased its holdings by 9,520 shares to 1.06 million shares [3]. Group 4: Business Overview - Guangli Microelectronics, established on August 12, 2003, specializes in the design, development, and service of integrated circuit EDA software and wafer-level electrical testing equipment [1]. - The company's revenue composition includes 62.40% from testing equipment and accessories, 37.00% from software development and licensing, and 0.60% from testing services and others [1].
广立微股价下跌3.91% 半导体板块个股表现分化
Jin Rong Jie· 2025-08-27 19:52
Group 1 - The core viewpoint of the article highlights the recent stock performance of Guangliwei, which closed at 87.44 yuan on August 27, down by 3.56 yuan from the previous trading day [1] - Guangliwei's stock opened at 90.91 yuan, reached a high of 93.95 yuan, and a low of 87.08 yuan on the same day, with a trading volume of 89,200 hands and a transaction amount of 8.11 billion yuan [1] - The company specializes in the semiconductor industry, focusing on the research and sales of integrated circuit EDA software and electrical testing equipment, with applications in chip design and manufacturing [1] Group 2 - On August 27, Guangliwei experienced a net outflow of main funds amounting to 31.2263 million yuan, with a cumulative net outflow of 180 million yuan over the past five trading days [1]
广立微(301095) - 中国国际金融股份有限公司关于杭州广立微电子股份有限公司2025年半年度跟踪报告
2025-08-27 10:34
中国国际金融股份有限公司 关于杭州广立微电子股份有限公司 2025 年半年度跟踪报告 | 保荐人名称:中国国际金融股份有限公司 | 被保荐公司简称:广立微(301095.SZ) | | --- | --- | | 保荐代表人姓名:金玉龙 | 联系电话:010-65051166 | | 保荐代表人姓名:张文召 | 联系电话:010-65051166 | 一、保荐工作概述 三、公司及股东承诺事项履行情况 | 公司及股东承诺事项 | 是否履行承诺 | 未履行承诺的原因及解决措施 | | --- | --- | --- | | 1、关于股份锁定的承诺 | 是 | 不适用 | | 2、控股股东、实际控制人及持股5%以上股东 | 是 | 不适用 | | 关于持股及减持意向的承诺 | | | | 3、关于稳定股价及相应约束措施的承诺 | 是 | 不适用 | | 4、关于摊薄即期回报采取填补措施的承诺 | 是 | 不适用 | | 5、关于规范和减少关联交易的承诺 | 是 | 不适用 | | 6、关于避免资金占用的承诺 | 是 | 不适用 | | 7、关于避免同业竞争的承诺 | 是 | 不适用 | | 8、关于保证不影响和干扰 ...