Xin Lang Cai Jing·2025-11-25 09:50Core Viewpoint - SMIC's stock performance shows slight increase with a trading volume of 4.584 billion yuan and a market capitalization of 893.45 billion yuan, indicating its popularity in the A-share market [1] Group 1: Company Overview - SMIC is the largest integrated circuit manufacturing enterprise group in mainland China, recognized for its advanced technology and comprehensive support [2] - The company specializes in integrated circuit wafer foundry services, design services, IP support, and photomask manufacturing, with wafer foundry services accounting for 93.83% of its revenue [6] - As of September 30, 2025, SMIC reported a revenue of 49.51 billion yuan, representing a year-on-year growth of 18.22%, and a net profit of 3.818 billion yuan, up 41.09% year-on-year [6] Group 2: Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC, reflecting government support for the company [2] - As of September 30, 2025, the number of shareholders in SMIC increased to 336,200, with an average of 6,134 shares held per shareholder [6] - Major shareholders have reduced their holdings, with significant decreases noted in several ETFs, indicating a shift in institutional investment [7] Group 3: Market Position and Trends - SMIC ranks second globally among pure wafer foundry companies and first among mainland Chinese enterprises based on the latest sales figures for 2024 [2] - The company is part of the China AI 50 index, which focuses on AI-related capabilities and performance metrics [2] - The average trading cost of SMIC shares is 123.25 yuan, with current price fluctuations between resistance at 119.22 yuan and support at 99.98 yuan, suggesting potential trading strategies [5]