Company Overview - Haowei Group's stock price increased by 2.01% on September 30, reaching 152.97 CNY per share, with a trading volume of 2.297 billion CNY and a market capitalization of 184.483 billion CNY [1] - The company specializes in semiconductor products, including discrete devices and power management ICs, with a revenue composition of 82.92% from semiconductor design sales, 16.58% from semiconductor agency sales, and minor contributions from other services [1] Financial Performance - For the first half of 2025, Haowei Group reported a revenue of 13.956 billion CNY, representing a year-on-year growth of 15.42%, and a net profit attributable to shareholders of 2.028 billion CNY, which is a 48.34% increase compared to the previous year [2] - The company has distributed a total of 1.664 billion CNY in dividends since its A-share listing, with 0.771 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, Haowei Group had 144,100 shareholders, a decrease of 6.08% from the previous period, with an average of 8,445 circulating shares per shareholder, an increase of 6.50% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 163 million shares, and various ETFs such as Huaxia SSE 50 ETF and Huaxia National Semiconductor Chip ETF, which have increased their holdings [3]

资金流向方面，主力资金净流入1659.76万元，特大单买入4243.09万元，占比10.47%，卖出2478.53万 元，占比6.12%；大单买入9054.96万元，占比22.35%，卖出9159.76万元，占比22.61%。 德赛西威今年以来股价涨40.01%，近5个交易日涨9.67%，近20日涨25.69%，近60日涨50.17%。 9月30日，德赛西威盘中上涨2.13%，截至09:54，报152.48元/股，成交4.05亿元，换手率0.49%，总市值 846.19亿元。 截至6月30日，德赛西威股东户数5.90万，较上期增加20.92%；人均流通股9374股，较上期减少 17.30%。2025年1月-6月，德赛西威实现营业收入146.44亿元，同比增长25.25%；归母净利润12.23亿 元，同比增长45.82%。 分红方面，德赛西威A股上市后累计派现22.37亿元。近三年，累计派现14.38亿元。 机构持仓方面，截止2025年6月30日，德赛西威十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股781.28万股，相比上期减少551.06万股。华泰柏瑞沪深300ETF（510300）位居第十 ...

机构持仓方面，截止2025年6月30日，宏昌科技十大流通股东中，华夏双债债券A（000047）位居第六 大流通股东，持股165.90万股，为新进股东。 资料显示，浙江宏昌电器科技股份有限公司位于浙江省金华市婺城区秋滨街道新宏路788号，成立日期 1996年5月3日，上市日期2021年6月11日，公司主营业务涉及流体电磁阀、传感器及其他电器配件的研 发、生产和销售。主营业务收入构成为：智能家电部件96.11%，其他3.89%。 宏昌科技所属申万行业为：家用电器-家电零部件Ⅱ-家电零部件Ⅲ。所属概念板块包括：汽车零部件、 减速器、机器人概念、人形机器人、传感器等。 截至6月30日，宏昌科技股东户数1.58万，较上期增加68.18%；人均流通股7347股，较上期减少 29.33%。2025年1月-6月，宏昌科技实现营业收入5.42亿元，同比增长20.80%；归母净利润1596.27万 元，同比减少47.78%。 分红方面，宏昌科技A股上市后累计派现1.31亿元。近三年，累计派现9071.49万元。 9月29日，宏昌科技盘中上涨2.12%，截至11:06，报45.78元/股，成交2.40亿元，换手率4.61%，总市值 ...

Core Viewpoint - The stock of Ruichuang Micro-Nano has shown significant growth this year, with a year-to-date increase of 79% as of September 29, 2023, despite a recent decline in share price [1] Financial Performance - For the first half of 2025, Ruichuang Micro-Nano reported a revenue of 2.544 billion yuan, representing a year-on-year growth of 25.82% [2] - The net profit attributable to shareholders for the same period was 351 million yuan, reflecting a year-on-year increase of 56.46% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Ruichuang Micro-Nano was 13,800, a decrease of 17.63% from the previous period [2] - The average number of circulating shares per shareholder increased by 21.95% to 33,156 shares [2] Dividend Distribution - Since its A-share listing, Ruichuang Micro-Nano has distributed a total of 331 million yuan in dividends, with 199 million yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 13.1661 million shares, a decrease of 2.2672 million shares from the previous period [3] - The top ten circulating shareholders included various ETFs, with notable increases in holdings from the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF and the Southern CSI 500 ETF [3]

Core Viewpoint - Desay SV Automotive experienced a stock price decline of 2.00% on September 26, 2023, with a current price of 144.19 CNY per share and a market capitalization of 80.018 billion CNY [1] Financial Performance - For the first half of 2025, Desay SV reported a revenue of 14.644 billion CNY, representing a year-on-year growth of 25.25% [2] - The net profit attributable to shareholders for the same period was 1.223 billion CNY, showing a year-on-year increase of 45.82% [2] Stock and Shareholder Information - As of June 30, 2025, the number of shareholders increased by 20.92% to 59,000, while the average number of circulating shares per person decreased by 17.30% to 9,374 shares [2] - Since its A-share listing, Desay SV has distributed a total of 2.237 billion CNY in dividends, with 1.438 billion CNY distributed over the past three years [3] Market Activity - On September 26, 2023, the trading volume was 1.085 billion CNY, with a turnover rate of 1.34% [1] - The stock has seen a year-to-date increase of 32.39%, with a 7.38% rise over the last five trading days and a 41.89% increase over the last 60 days [1] Business Overview - Desay SV specializes in the research, design, production, and sales of automotive electronic products, with revenue composition as follows: 64.59% from smart cockpits, 28.32% from intelligent driving, and 7.09% from connected services and others [1] - The company is categorized under the software development industry, specifically in vertical application software, and is involved in sectors such as smart cockpits, sensors, millimeter-wave radar, and automotive electronics [1]

截至6月30日，精工科技股东户数5.94万，较上期增加27.92%；人均流通股8751股，较上期减少 10.72%。2025年1月-6月，精工科技实现营业收入10.61亿元，同比增长10.31%；归母净利润1.13亿元， 同比增长15.55%。 资料显示，浙江精工集成科技股份有限公司位于浙江省绍兴市柯桥区鉴湖路1809号，成立日期2000年9 月10日，上市日期2004年6月25日，公司主营业务涉及碳纤维及复合材料装备、机器人及智能装备、太 阳能光伏专用装备、新型建筑节能专用设备、轻纺专用设备等高新技术产品的研制开发、生产销售和技 术服务以及精密制造加工业务和军民融合项目开发。主营业务收入构成为：碳纤维装备59.31%，轻纺 专用设备17.38%，建筑建材专用设备10.11%，聚酯循环再生装备5.75%，部件及精密加工4.18%，其他 3.26%。 精工科技所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：3D打印、机器人概 念、人形机器人、充电桩、传感器等。 9月26日，精工科技盘中下跌2.04%，截至13:07，报22.12元/股，成交3.30亿元，换手率2.85%，总市值 114.98 ...

Group 1 - The core viewpoint of the news is that Haowei Group has shown significant stock price growth and financial performance in recent months, indicating a positive market sentiment towards the company [2][3]. - As of September 25, Haowei Group's stock price increased by 45.50% year-to-date, with a 5.10% rise in the last five trading days and a 21.24% increase over the past 60 days [2]. - The company reported a revenue of 13.956 billion yuan for the first half of 2025, representing a year-on-year growth of 15.42%, and a net profit of 2.028 billion yuan, which is a 48.34% increase compared to the previous year [2]. Group 2 - Haowei Group's main business involves the research and design of semiconductor discrete devices and power management ICs, with semiconductor design sales accounting for 82.92% of total revenue [2]. - The company has distributed a total of 1.664 billion yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders decreased by 6.08% to 144,100, while the average circulating shares per person increased by 6.50% to 8,445 shares [2].

Core Viewpoint - Geke Micro's stock price has shown significant fluctuations, with a year-to-date increase of 31.61% and a recent 5-day increase of 8.21%, despite a decline over the past 20 days [1][2]. Company Overview - Geke Micro, established on September 3, 2003, and listed on August 18, 2021, is located in the Shanghai Free Trade Zone and specializes in the research, design, and sales of CMOS image sensors and display driver chips [1]. - The company's main revenue sources are CMOS image sensors (80.51%), display driver chips (19.41%), and other products (0.08%) [1]. Financial Performance - For the first half of 2025, Geke Micro reported a revenue of 3.636 billion yuan, reflecting a year-on-year growth of 30.33%, while the net profit attributable to shareholders decreased by 61.59% to 29.762 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 152 million yuan [3]. Shareholder Structure - As of June 30, 2025, the number of Geke Micro shareholders decreased by 8.99% to 26,700, with an average of 54,363 circulating shares per person, an increase of 9.88% [2]. - The top ten circulating shareholders include notable ETFs, with changes in their holdings indicating varying levels of investment interest [3].

Company Overview - Fenda Technology, established on April 14, 1993, and listed on June 5, 2012, is located in Shenzhen, Guangdong Province. The company specializes in the research, design, production, and sales of consumer electronics and their core components [1][2]. Financial Performance - For the first half of 2025, Fenda Technology reported revenue of 1.26 billion yuan, a year-on-year decrease of 10.68%. The net profit attributable to shareholders was 17.09 million yuan, down 80.16% year-on-year [2]. - The company has cumulatively distributed 362 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Performance - As of September 22, Fenda Technology's stock price increased by 2.06%, reaching 7.93 yuan per share, with a total market capitalization of 14.23 billion yuan. The stock has risen 27.08% year-to-date [1]. - The stock has seen significant trading activity, with a net inflow of 10.36 million yuan from major funds on the same day [1]. Shareholder Information - As of June 30, 2025, Fenda Technology had 206,100 shareholders, a decrease of 10.02% from the previous period. The average number of circulating shares per shareholder increased by 10.36% to 7,435 shares [2][3]. - The top ten circulating shareholders include the Southern CSI 1000 ETF, which increased its holdings by 3.78 million shares [3].

（文章来源：每日经济新闻） 每经AI快讯，9月22日，传感器概念持续走强，日盈电子涨停，润欣科技、盾安环境、歌尔股份、蓝思 科技、开特股份、和林微纳等跟涨。 ...