8月13日衢州发展（600208）涨停分析：重大资产重组、半导体材料布局驱动

Group 1 - The stock of Quzhou Development reached a closing price of 4.53 yuan on August 13, 2025, with a limit-up increase of 9.95% [1] - The company announced a major asset restructuring plan to acquire 95.4559% of the equity of Xian Dao Electronic Technology, which specializes in semiconductor sputtering targets and rare metal recycling, enhancing its high-tech transformation expectations [1] - The restructuring aligns with the company's dual strategy of "high-tech investment + light asset operation in real estate," supported by the background of state-owned assets, which has increased market confidence in state-owned enterprise reform and industrial upgrades [1] Group 2 - On August 13, 2025, the net inflow of main funds was 16.96 million yuan, accounting for 8.96% of the total transaction volume, while retail investors experienced a net outflow of 8.64 million yuan, representing 4.57% of the total transaction volume [1][2] - The stock experienced a recovery in demand after resuming trading, with the overall market rising during the suspension period from July 30 to August 12, 2025, alongside a surge in the semiconductor materials sector [1] - The stock is categorized under futures concepts, insurance participation, and large financial concepts, with related sectors showing increases of 0.71% and 0.69% respectively on the same day [4]