Core Viewpoint - The semiconductor industry index in China has shown mixed performance, with a slight increase recently but a decline over the past month and three months, indicating potential volatility in the sector [1][2]. Group 1: Index Performance - The Shanghai Composite Index rose by 0.38%, while the China Semiconductor Industry Index increased by 0.45%, closing at 8565.3 points with a trading volume of 25.338 billion yuan [1]. - Over the past month, the China Semiconductor Industry Index has decreased by 1.63%, and over the last three months, it has fallen by 6.31%. Year-to-date, it has risen by 1.57% [1]. Group 2: Index Composition - The China Semiconductor Industry Index tracks the overall performance of publicly listed companies in the semiconductor sector, covering areas such as materials, equipment, design, manufacturing, packaging, and testing [1]. - The index's top ten holdings include: SMIC (9.2%), Cambricon (7.64%), Northern Huachuang (7.52%), Haiguang Information (7.03%), Weir Shares (6.1%), Lattice Technology (4.86%), Zhaoyi Innovation (4.56%), Zhongwei Company (4.22%), Changdian Technology (2.6%), and Sanan Optoelectronics (2.41%) [1]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (77.35%) and the Shenzhen Stock Exchange (22.65%) [1]. Group 3: Industry Breakdown - Within the index's sample holdings, integrated circuits account for 70.29%, semiconductor materials and equipment for 21.03%, discrete devices for 4.09%, optoelectronics for 2.41%, and electronic terminals and components for 2.18% [2]. Group 4: Related Funds - Public funds tracking the China Semiconductor Index include: Guotai CES Semiconductor Industry ETF Link A, Guotai CES Semiconductor Industry ETF Link C, Huaan CES Semiconductor Industry A, Huaan CES Semiconductor Industry C, Western Gain CES Semiconductor Industry Index Enhanced A, Western Gain CES Semiconductor Industry Index Enhanced C, and Guotai CES Semiconductor ETF [2].

Financial Performance - The company reported a basic earnings per share of -0.0058 yuan for Q1 2025, a decrease of 132.58% compared to 0.0178 yuan in Q1 2024 [1] - Net profit for Q1 2025 was -0.19 billion yuan, representing a decline of 133.33% from 0.57 billion yuan in Q1 2024 [1] - Operating revenue increased to 35.69 billion yuan in Q1 2025, up 14.91% from 31.06 billion yuan in Q1 2024 [1] - The return on equity was -0.11% in Q1 2025, down 130.56% from 0.36% in Q1 2024 [1] Shareholder Information - The top ten unrestricted shareholders collectively hold 109,169.98 million shares, accounting for 34.07% of the circulating shares, with a decrease of 845.98 million shares compared to the previous period [2] - Tianshui Huatian Electronics Group Co., Ltd. holds 72,784.44 million shares, representing 22.72% of the total share capital, with no change [3] - Hong Kong Central Clearing Limited increased its holdings by 141.09 million shares, now holding 5,336.72 million shares, which is 1.67% of the total share capital [3] Dividend Distribution - The company has announced that there will be no distribution or transfer of dividends this time [4]

Financial Performance - The basic earnings per share for 2024 is 2.48 yuan, an increase of 3.77% compared to 2023's 2.39 yuan [1] - The net profit for 2024 is 688 million yuan, reflecting a 3.77% increase from 663 million yuan in 2023 [1] - The operating revenue for 2024 is 4.103 billion yuan, showing a significant increase of 51.68% from 2.705 billion yuan in 2023 [1] - The return on equity for 2024 is 14.11%, down 12.31% from 16.09% in 2023 [1] - The net asset per share decreased by 22.65% to 18.88 yuan in 2024 from 24.41 yuan in 2023 [1] - The undistributed profits per share increased by 8.53% to 5.85 yuan in 2024 from 5.39 yuan in 2023 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 6.06838 million shares, accounting for 39.47% of the circulating shares, a decrease of 478.08 thousand shares from the previous period [2] - Among the top shareholders, Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. holds 2.05163 million shares, representing 13.34% of the total share capital, with no change [3] - The Huaxia SSE STAR 50 ETF decreased its holdings by 188.03 thousand shares to 920.36 thousand shares, representing 5.98% of the total share capital [3] - New entrants in the top ten shareholders include the Jiashi SSE STAR Chip ETF with 299.89 thousand shares (1.95%) and the Agricultural Bank of China - Dongfang Artificial Intelligence Theme Mixed Fund with 273.17 thousand shares (1.78%) [3] Dividend Distribution - The company has announced a dividend distribution plan of 2.7 yuan per share (including tax) [4]

本文为IPO早知道原创 作者｜Stone Jin 2025年1月初正式发布榜单。 微信公众号｜ipozaozhidao IPO早知道「2024年度榜单」评选工作日前已正式启动，并计划于2025年1月初正式发布榜单。 为了进一步增强榜单的完整性与真实性，我们今年仍然预留了足够的时间接受各方申报，涵盖问卷填 写、自荐/推荐等环节。 IPO早知道年度榜单评选已连续举办四年。这四年来，不乏各种类型的LP来向我们咨询评判维度及排 名依据，以便他们更好地了解市场真实情况；亦有数十家我们不曾覆盖到的GP主动向我们提供IPO 案例及相关数据。 本次榜单仍将延续IPO早知道过去四年的研究与评判方法，将设立： 1、围绕IPO项目数量等维度的主榜单 「2024年度IPO最佳投资机构 TOP100」 ； 2、面向不同领域、类型的投资机构和投资人的 「2024年度最佳投资机构」 榜单； 3、面向上市企业服务者的 「2024年度IPO最佳服务机构」 榜单； 4、今年特别新增的 「2024年度最佳并购退出」 榜单。 年度IPO最佳服务机构 在企业上市过程中、尤其是在上市环境更加险峻的情况下，中介机构的价值不言而喻。 2024年度IPO最佳 ...