NATA OPTO-ELECT(SZ:300346) Xin Lang Cai Jing·2025-10-21 01:34Core Insights - Nanda Optoelectronics experienced a slight increase of 0.08% in stock price on October 20, with a trading volume of 1.081 billion yuan. The net financing buy was negative at 26.44 million yuan, indicating more repayments than new purchases [1] Financing and Margin Trading - On October 20, Nanda Optoelectronics had a financing buy of 131 million yuan and a repayment of 158 million yuan, resulting in a net financing buy of -26.44 million yuan. The total financing and margin trading balance reached 2.091 billion yuan [1] - The current financing balance of 2.078 billion yuan accounts for 7.90% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1] - In terms of securities lending, 17,600 shares were repaid, while 4,400 shares were sold, amounting to 167,500 yuan at the closing price. The remaining securities lending balance was 1.328 million yuan, also above the 90th percentile level over the past year [1] Company Overview - Jiangsu Nanda Optoelectronics Materials Co., Ltd. was established on December 28, 2000, and went public on August 7, 2012. The company specializes in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The main revenue composition includes specialty gas products (60.95%), precursor materials (including MO sources) (27.80%), and other products (7.02% and 4.23%) [1] Financial Performance - As of September 30, the number of shareholders increased to 130,200, a rise of 23.39%, while the average circulating shares per person decreased by 18.96% to 5,042 shares. For the first half of 2025, the company reported a revenue of 1.229 billion yuan, a year-on-year increase of 9.48%, and a net profit attributable to shareholders of 208 million yuan, up 16.30% year-on-year [2] Dividend Distribution - Since its A-share listing, Nanda Optoelectronics has distributed a total of 507 million yuan in dividends, with 293 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included E Fund's ChiNext ETF, which increased its holdings by 2.123 million shares to 14.6025 million shares. Other notable shareholders include Southern CSI 500 ETF and Guolian An CSI All-Index Semiconductor Products and Equipment ETF, which also increased their holdings [3]