Core Viewpoint - Naxin Microelectronics has experienced fluctuations in stock price and trading volume, with a notable increase in revenue and a significant rise in stockholder numbers since its establishment [1][2]. Group 1: Stock Performance - On September 19, Naxin Micro's stock fell by 2.02%, trading at 183.22 CNY per share with a total transaction volume of 320 million CNY and a market capitalization of 26.114 billion CNY [1]. - Year-to-date, Naxin Micro's stock price has increased by 40.61%, with a 4.69% rise over the last five trading days, a 3.82% decline over the last 20 days, and a 4.40% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard twice this year, with the most recent instance on April 11, where it recorded a net buy of -80.32 million CNY [1]. Group 2: Company Overview - Naxin Microelectronics, established on May 17, 2013, and listed on April 22, 2022, focuses on the research and sales of high-performance, high-reliability analog integrated circuits [2]. - The company's revenue composition includes signal chain products (38.45%), power management products (34.09%), sensor products (27.11%), and other products (0.35%) [2]. - As of June 30, the number of shareholders increased to 8,026, with an average of 17,758 circulating shares per person, reflecting a 45.09% increase [2]. Group 3: Financial Performance - For the first half of 2025, Naxin Micro reported a revenue of 1.524 billion CNY, representing a year-on-year growth of 79.49%, while the net profit attributable to shareholders was -78.01 million CNY, a 70.59% increase year-on-year [2]. - Since its A-share listing, Naxin Micro has distributed a total of 162 million CNY in dividends, with 80.85 million CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Xingshan He Run Mixed A holds 3.5334 million shares, a decrease of 48,000 shares from the previous period [3]. - Other notable changes include an increase of 127.98 thousand shares for Galaxy Innovation Mixed A and a decrease of 65.95 thousand shares for Xingshan Business Model Mixed (LOF) A [3].

Core Viewpoint - Zhangjiang Hi-Tech has shown significant stock performance with a year-to-date increase of 46.63% and a market capitalization of 605.23 billion yuan as of September 19 [1]. Financial Performance - For the first half of 2025, Zhangjiang Hi-Tech reported revenue of 1.704 billion yuan, representing a year-on-year growth of 39.05%, and a net profit attributable to shareholders of 369 million yuan, up 38.64% [2]. - Cumulatively, the company has distributed 4.706 billion yuan in dividends since its A-share listing, with 852 million yuan distributed over the last three years [3]. Stock Market Activity - As of September 19, the stock price was 39.08 yuan per share, with a trading volume of 813 million yuan and a turnover rate of 1.38% [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 424 million yuan on August 28, accounting for 27.19% of total trading volume on that day [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 174,000, with an average of 8,902 circulating shares per person, an increase of 5.73% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 47.5362 million shares, an increase of 1.76612 million shares from the previous period [3].

Core Viewpoint - The stock of Shanghai Silicon Industry has shown a significant increase in price and trading volume, indicating positive market sentiment and potential growth in the semiconductor sector [1][2]. Company Overview - Shanghai Silicon Industry Group Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on December 9, 2015, with its listing date on April 20, 2020. The company specializes in the research, production, and sales of semiconductor silicon wafers and other materials [1]. - The main business revenue composition includes 94.92% from semiconductor silicon wafers, 4.22% from entrusted processing services, and 0.86% from other sources [1]. Financial Performance - For the first half of 2025, the company achieved a revenue of 1.697 billion yuan, representing a year-on-year growth of 8.16%. However, it reported a net profit attributable to shareholders of -367 million yuan, which is a year-on-year increase of 5.67% [2]. - Since its A-share listing, the company has distributed a total of 110 million yuan in dividends [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shanghai Silicon Industry was 61,300, a decrease of 5.37% from the previous period. The average circulating shares per person increased by 5.68% to 44,349 shares [2]. - The top ten circulating shareholders include notable ETFs, with 华夏上证科创板50成份ETF holding 91.121 million shares, a decrease of 2.1641 million shares from the previous period, while 易方达上证科创板50ETF increased its holdings by 1.951 million shares to 68.2489 million shares [3].

本报北京9月18日电 （记者王昊男）9月18日下午，"社会主义是干出来的新时代是奋斗出来的"——首 都产业一线科技人才走进高校系列宣讲启动仪式暨首场宣讲在中国科学院大学举办。当天，"首都产业 一线科技人才宣讲团"正式成立，从12个领域遴选出的36名一线科技人才获聘成为宣讲团成员。 在宣讲现场，来自集成电路、人工智能、生物医药产业的3名宣讲人，以案例讲思想，以发展讲改革， 用实验室里的突破、车间里的创新、市场中的验证，生动展现中国式现代化的首都实践。 本次系列宣讲由北京市委教育科技人才工作领导小组主办。未来两个月，宣讲团还将陆续走进北京大 学、清华大学等21所高校。 （文章来源：人民日报） 本次系列宣讲还与"领导干部上讲台开展思想政治教育"相结合，采取"领导干部+科技人才"联袂开讲形 式，将政策解读与实践分享有机融合。 ...

值得关注的是，此次大赛首次设置乡村振兴专项赛项，直接服务国家乡村振兴战略。同时设置4个专业 技术类竞赛项目，包括人工智能工程技术、智能制造工程技术、工业互联网工程技术和集成电路工程技 术，展现技术技能融合发展的最新趋势。 据悉，此次大赛项目设置紧密结合科技变革、产业发展、企业实际，注重技术与技能的有机融合，体现 传统与现代的相互辉映。106个竞赛项目，包括66个世界技能大赛选拔项目和40个国赛精选项目。其 中，智能制造、高端装备、数字技术、新能源等赛项占比超过50%，充分体现了大赛服务国家创新驱动 发展战略的定位。 这是我国赛事规格最高、竞赛项目最多、参赛规模最大、技能水平最高、影响范围最广的综合性国家职 业技能赛事。 本报讯 （记者肖艳青）中华人民共和国第三届职业技能大赛（简称"第三届全国职业技能大赛"）将于9 月19日晚在河南省郑州市开幕。 据悉，本届大赛以"技能照亮前程"为主题，共设置106个竞赛项目，来自全国35个代表团的3420名选手 参赛。 ...

Investment Rating - The report assigns a "Buy" rating to the company, indicating a potential upside in the stock price [8][11]. Core Insights - The company is a leader in the domestic semiconductor etching equipment sector and is expanding into other areas such as thin films and measurement. It aims to cover over 60% of the equipment market in key integrated circuit areas through self-research and acquisitions over the next five to ten years, opening up significant growth opportunities [8][11]. - The report anticipates that starting from the second half of 2025, more funding and policies will be directed towards advanced processes, including lithography machines and EDA tools, due to the ongoing US-China trade tensions. This presents a structural opportunity for the Chinese semiconductor industry [8][11]. - The company's stock price corresponds to a PE ratio of 35 times for 2027, justifying the "Buy" rating [8]. Financial Summary - For the first half of 2025, the company achieved revenue of 4.96 billion RMB, a year-on-year increase of 43.9%. The etching equipment revenue was 3.78 billion RMB, up 40.1%, while LPCVD equipment revenue surged to 200 million RMB, reflecting a 608% increase [11]. - The net profit for the first half of 2025 was 706 million RMB, a 36.6% increase year-on-year. The company expects net profits of 2.12 billion RMB, 3.09 billion RMB, and 4.03 billion RMB for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 31%, 46%, and 30% [10][11]. - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 3.42 RMB, 4.97 RMB, and 6.48 RMB, respectively [10]. Market Position and Shareholder Information - The company has a market capitalization of 142.26 billion RMB, with a share price of 227.20 RMB as of September 17, 2025. The stock has seen a significant increase of 83.4% over the past year [2][3]. - Major shareholders include Shanghai Venture Capital Co., Ltd., holding 14.93% of the shares [2]. Product Composition - The company's product mix consists of 79% sales of dedicated equipment, 19% sales of spare parts, and 1% from equipment maintenance [3]. Institutional Ownership - Institutional investors hold 22.4% of the circulating A-shares, while general corporations hold 31.6% [4].

Group 1 - The core viewpoint of the news is that Yingfang Microelectronics has shown a positive stock performance with a year-to-date increase of 9.25% and significant trading activity, indicating investor interest and market confidence [1] - As of September 18, Yingfang Micro's stock price was 9.09 yuan per share, with a market capitalization of 7.631 billion yuan and a trading volume of 2.37 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 1.5973 million yuan, with large orders contributing significantly to both buying and selling activities [1] Group 2 - Yingfang Microelectronics, established on February 22, 1993, and listed on December 17, 1996, specializes in mobile internet terminals, smart home devices, and wearable technology, focusing on processor and software development [2] - The company's revenue composition includes 87.28% from active components, 12.39% from passive components, 0.29% from SoC chips, and 0.04% from other sources [2] - As of June 30, 2025, Yingfang Micro reported a revenue of 1.927 billion yuan, reflecting a year-on-year growth of 4.48%, while the net profit attributable to shareholders was -32.2966 million yuan, a decrease of 44.17% compared to the previous year [2] Group 3 - Yingfang Micro has distributed a total of 23.41 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included Guoxin Securities Co., Ltd. as the fourth largest shareholder, holding 20.6006 million shares, unchanged from the previous period [3] - Hong Kong Central Clearing Limited was the tenth largest shareholder, holding 1.8058 million shares, which decreased by 1.3828 million shares compared to the previous period [3]

Company Overview - Biyimi Microelectronics Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 29, 2014. The company went public on May 26, 2022. Its main business involves the design and sales of high-performance analog and mixed-signal integrated circuits [2]. Stock Performance - As of September 18, Biyimi's stock price increased by 2.14%, reaching 47.19 CNY per share, with a trading volume of 39.70 million CNY and a turnover rate of 2.27%. The total market capitalization is 3.296 billion CNY [1]. - Year-to-date, Biyimi's stock price has risen by 47.93%. In the last 5 trading days, it increased by 7.42%, in the last 20 days by 14.85%, and in the last 60 days by 41.03% [2]. Revenue and Profitability - For the period from January to June 2025, Biyimi achieved a revenue of 283 million CNY, a year-on-year decrease of 6.99%. The net profit attributable to the parent company was -8.81 million CNY, which represents a year-on-year increase of 16.92% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Biyimi was 6,014, an increase of 28.86% from the previous period. The average circulating shares per person decreased by 20.74% to 6,267 shares [2]. - Among the top ten circulating shareholders, Noan Multi-Strategy Mixed A (320016) is the sixth largest shareholder with 312,100 shares, marking a new entry. Both China Merchants Quantitative Selected Stock Initiation A (001917) and Xin'ao New Energy Industry Stock A (001410) have exited the top ten circulating shareholders list [3]. Business Segmentation - Biyimi's main business revenue composition is as follows: AC-DC accounts for 51.04%, Driver ICs 44.33%, DC-DC 3.94%, and other segments contribute 0.70% [2].

Group 1 - The stock price of Naxin Micro increased by 2.07% on September 18, reaching 192.28 CNY per share, with a trading volume of 273 million CNY and a turnover rate of 1.01%, resulting in a total market capitalization of 27.405 billion CNY [1] - Year-to-date, Naxin Micro's stock price has risen by 47.57%, with a 6.45% increase over the last five trading days, 7.91% over the last 20 days, and 7.87% over the last 60 days [1] - Naxin Micro has appeared on the trading leaderboard twice this year, with the most recent occurrence on April 11, where the net buying on the leaderboard was -80.32 million CNY [1] Group 2 - Naxin Micro, established on May 17, 2013, and listed on April 22, 2022, focuses on the research and sales of high-performance, high-reliability analog integrated circuits [2] - The company's main business revenue composition includes signal chain products (38.45%), power management products (34.09%), sensor products (27.11%), and others (0.35%) [2] - As of June 30, the number of shareholders of Naxin Micro was 8,026, an increase of 5.25% from the previous period, with an average of 17,758 circulating shares per person, up by 45.09% [2] Group 3 - Naxin Micro has distributed a total of 162 million CNY in dividends since its A-share listing, with 80.85 million CNY distributed over the past three years [3] - As of June 30, 2025, among the top ten circulating shareholders, Xingshan He Run Mixed A (163406) held 3.5334 million shares, a decrease of 48,000 shares from the previous period [3] - Other notable changes in holdings include an increase of 127,980 shares for Galaxy Innovation Mixed A (519674) and a decrease of 65,950 shares for Xingshan Business Model Mixed (LOF) A (163415) [3]

Company Overview - Yangjie Technology Co., Ltd. is located in Yangzhou, Jiangsu Province, and was established on August 2, 2006. The company went public on January 23, 2014. Its main business involves research, production, and sales in the field of power semiconductor wafers, chips, and devices, as well as integrated circuit packaging and testing in the mid-to-high-end sector [1]. Financial Performance - For the first half of 2025, Yangjie Technology achieved operating revenue of 3.455 billion yuan, representing a year-on-year growth of 20.58%. The net profit attributable to shareholders was 601 million yuan, reflecting a year-on-year increase of 41.55% [2]. - Since its A-share listing, the company has distributed a total of 1.717 billion yuan in dividends, with 1.180 billion yuan distributed over the past three years [3]. Stock Performance - As of September 18, Yangjie Technology's stock price increased by 60.77% year-to-date, with a 5.86% rise over the last five trading days, a 15.67% increase over the last 20 days, and a 35.83% increase over the last 60 days. The stock was trading at 68.65 yuan per share, with a market capitalization of 37.301 billion yuan [1]. - The company experienced a net inflow of main funds amounting to 2.5435 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 10, the number of shareholders for Yangjie Technology was 55,000, a decrease of 11.29% from the previous period. The average number of tradable shares per person increased by 12.73% to 9,857 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 7.9215 million shares, an increase of 1.9883 million shares from the previous period [3].