Cctech(SZ:300604) 中国基金报·2025-09-24 23:58Core Viewpoint - Longchuan Technology (300604) has experienced significant stock price increases, with a cumulative rise of 44% over two trading days, attributed to strong market demand in the semiconductor equipment industry and positive earnings forecasts [2][3][7]. Group 1: Stock Performance - On September 23 and 24, Longchuan Technology's stock price surged by 20% each day, reaching a new high of 96.32 yuan per share, resulting in a market capitalization exceeding 600 billion yuan [2][3]. - The stock's performance is linked to the broader trend of rising stock prices among A-share companies in the semiconductor equipment sector [6]. Group 2: Shareholder Actions - Longchuan Investment, a significant shareholder, announced plans to reduce its stake by up to 1.7796% of the total share capital, amounting to a maximum of 11.22 million shares [5][6]. - The reduction was executed through block trades and centralized bidding, with shares sold at prices of 69 yuan, 80 yuan, and 96.32 yuan per share on different dates [6]. Group 3: Financial Performance - Longchuan Technology's earnings forecast indicates a projected net profit of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year growth of 131.39% to 145.38% [7]. - The third quarter alone is expected to yield a net profit of 400 million to 450 million yuan, reflecting a substantial increase of 180.67% to 215.75% compared to the previous year [7]. - The company attributes this growth to sustained demand in the semiconductor industry, resulting in a significant increase in sales revenue and product orders [7].