Core Viewpoint - Longji Technology's stock price has shown a positive trend this year, with a year-to-date increase of 4.96% and significant gains over various trading periods, despite a recent decline in share price and net capital outflow [1][2]. Company Overview - Jiangsu Longji Technology Co., Ltd. was established on November 6, 1998, and went public on June 3, 2003. The company specializes in integrated circuit system integration, design simulation, technology development, product certification, wafer testing, and packaging testing, providing direct services to semiconductor customers worldwide [1]. - The main revenue source for Longji Technology is chip packaging and testing, accounting for 99.59% of total revenue, with other income sources contributing minimally [1]. Financial Performance - For the first half of 2025, Longji Technology reported operating revenue of 18.605 billion yuan, representing a year-on-year growth of 20.14%. However, the net profit attributable to shareholders decreased by 23.98% to 471 million yuan [2]. - Cumulatively, the company has distributed 1.533 billion yuan in dividends since its A-share listing, with 805 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Longji Technology had 319,000 shareholders, a decrease of 1.37% from the previous period. The average number of circulating shares per shareholder increased by 1.39% to 5,608 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the second-largest shareholder, holding 101 million shares, an increase of 13.61 million shares from the previous period [3].

Core Viewpoint - Yandong Microelectronics has experienced significant stock price fluctuations and strong revenue growth, indicating potential investment opportunities in the semiconductor sector [1][2][3]. Stock Performance - As of October 13, Yandong Microelectronics' stock price decreased by 3.77% to 28.87 CNY per share, with a trading volume of 1.11 billion CNY and a turnover rate of 0.67%, resulting in a total market capitalization of 41.226 billion CNY [1]. - Year-to-date, the stock price has increased by 43.99%, with a 15.02% rise in the last five trading days, 30.63% in the last 20 days, and 53.32% in the last 60 days [2]. Trading Activity - The net outflow of main funds was 26.5935 million CNY, with large orders accounting for 60.97% of total buying and 68.50% of total selling [1]. - The company appeared on the "Dragon and Tiger List" once this year, with the latest appearance on October 9, showing a net buy of -62.5807 million CNY [2]. Financial Performance - For the first half of 2025, Yandong Microelectronics reported a revenue of 659 million CNY, representing a year-on-year growth of 6.85%, and a net profit attributable to shareholders of 128 million CNY, reflecting a substantial increase of 943.17% [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.43% to 17,000, while the average circulating shares per person increased by 2.49% to 34,345 shares [3]. - The company has distributed a total of 47.9642 million CNY in dividends since its A-share listing [4]. Institutional Holdings - As of June 30, 2025, the eighth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 5.6999 million shares, an increase of 542,500 shares compared to the previous period [4].

Core Viewpoint - Changchuan Technology has shown significant stock price growth and strong financial performance, indicating a positive outlook for the company in the semiconductor equipment industry [1][2]. Company Performance - As of October 10, Changchuan Technology's stock price increased by 121.35% year-to-date, with a recent price of 97.46 CNY per share and a market capitalization of 61.445 billion CNY [1]. - The company reported a revenue of 2.167 billion CNY for the first half of 2025, representing a year-on-year growth of 41.80%, and a net profit of 427 million CNY, which is a 98.73% increase compared to the previous year [2]. Stock Trading Activity - On October 10, the stock experienced a trading volume of 3.971 billion CNY, with a turnover rate of 8.51%. However, there was a net outflow of 238 million CNY in main funds [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 24, where it recorded a net buy of -193 million CNY [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.80% to 75,700, while the average number of circulating shares per person increased by 9.65% to 6,411 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.1049 million shares, and several ETFs that also increased their positions [3]. Dividend Distribution - Since its A-share listing, Changchuan Technology has distributed a total of 305 million CNY in dividends, with 187 million CNY distributed over the past three years [3].

Core Viewpoint - Feikai Materials has shown significant stock performance and financial growth, indicating a positive outlook for the company in the high-tech materials sector [1][2]. Financial Performance - As of September 19, 2025, Feikai Materials achieved a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, marking a substantial increase of 80.45% year-on-year [2]. - Cumulatively, the company has distributed 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed over the last three years [3]. Stock Performance - The stock price of Feikai Materials increased by 66.87% year-to-date, with a 2.59% rise over the last five trading days, 14.17% over the last twenty days, and 28.82% over the last sixty days [1]. - As of September 30, the stock was trading at 26.19 yuan per share, with a market capitalization of 14.848 billion yuan [1]. Shareholder Information - The number of shareholders increased to 62,200 as of September 19, 2025, reflecting a 4.95% rise [2]. - The average number of circulating shares per shareholder decreased by 4.72% to 9,064 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which increased its holdings by 102,170 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 190,900 shares [3]. Business Overview - Feikai Materials specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials, with a revenue breakdown of 52.32% from display materials, 24.51% from semiconductor materials, and 22.78% from ultraviolet curing materials [1]. - The company is classified under the electronic chemicals industry and is involved in several concept sectors, including photolithography and advanced packaging [1].

Core Viewpoint - The stock price of Shanghai Silicon Industry has shown significant growth, with a year-to-date increase of 37.57% and a recent surge in trading activity, indicating strong investor interest and potential for further appreciation [2][3]. Company Overview - Shanghai Silicon Industry Group Co., Ltd. was established on December 9, 2015, and listed on April 20, 2020. The company specializes in the research, production, and sales of semiconductor silicon wafers and other materials [2]. - The main revenue composition includes 94.92% from semiconductor silicon wafers, 4.22% from entrusted processing services, and 0.86% from other sources [2]. Stock Performance - As of September 30, the stock price reached 25.89 CNY per share, with a trading volume of 8.31 billion CNY and a market capitalization of 711.24 billion CNY [1]. - The stock has experienced a 2.05% increase on the trading day, with significant net inflows of capital, indicating strong buying interest from institutional investors [1]. Financial Performance - For the period from January to June 2025, the company reported a revenue of 1.697 billion CNY, reflecting a year-on-year growth of 8.16%. However, the net profit attributable to shareholders was -367 million CNY, showing a year-on-year increase of 5.67% despite being negative [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 5.37% to 61,300, while the average circulating shares per person increased by 5.68% to 44,349 shares [2]. - The company has distributed a total of 110 million CNY in dividends since its A-share listing [3]. Institutional Holdings - As of June 30, 2025, major shareholders include the Huaxia SSE STAR 50 ETF and the E Fund SSE STAR 50 ETF, with notable changes in their holdings [3].

Core Viewpoint - 华大九天's stock price has shown fluctuations, with a slight increase year-to-date but a notable decline over the past 20 days, indicating potential volatility in investor sentiment and market performance [1][2]. Financial Performance - For the first half of 2025, 华大九天 reported revenue of 5.02 billion yuan, reflecting a year-on-year growth of 13.01%. However, the net profit attributable to shareholders was only 306.79 million yuan, a significant decrease of 91.90% compared to the previous period [2]. - Cumulative cash dividends since the A-share listing amount to 2.44 billion yuan, indicating a commitment to returning value to shareholders [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 8.11% to 37,700, while the average number of circulating shares per person increased by 8.82% to 6,948 shares [2]. - The stock experienced a net outflow of 28.04 million yuan in principal funds, with significant selling pressure observed [1]. Company Overview - 华大九天, established on May 26, 2009, and listed on July 29, 2022, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing, with 82.57% of its revenue coming from EDA software sales [1]. - The company operates within the computer software development sector, focusing on vertical application software, and is associated with several concepts including EDA,信创, and advanced packaging [1].

Core Viewpoint - Wan Ye Enterprise's stock price has shown significant growth this year, with a year-to-date increase of 26.70% and a recent 60-day increase of 38.17% [1] Financial Performance - For the first half of 2025, Wan Ye Enterprise reported a revenue of 699 million yuan, representing a year-on-year growth of 247.76%, and a net profit attributable to shareholders of 40.81 million yuan, up 157.63% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 2.546 billion yuan, with 212 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 5.44% to 50,600, while the average number of circulating shares per person increased by 5.76% to 18,394 shares [2] - Notable institutional shareholders include Southern Information Innovation Mixed A, which increased its holdings by 5.51 million shares, and Hong Kong Central Clearing Limited, which added 706,000 shares [3] Business Segments - Wan Ye Enterprise's main business segments include real estate sales (48.34%), specialized equipment manufacturing (41.44%), property services (6.14%), property leasing (2.58%), and other supplementary services (1.49%) [1] - The company operates in the real estate development sector, focusing on residential development, and is also involved in semiconductor equipment and photovoltaic industries [1]

Core Viewpoint - BGI Tech (华大九天) has experienced a decline in stock price and significant net outflow of funds, while its revenue has shown growth but net profit has drastically decreased [1][2]. Financial Performance - As of June 30, 2025, BGI Tech reported a revenue of 502 million yuan, representing a year-on-year growth of 13.01%. However, the net profit attributable to shareholders was only 3.07 million yuan, a significant decrease of 91.90% compared to the previous period [2]. - Since its A-share listing, BGI Tech has distributed a total of 244 million yuan in dividends [3]. Stock Market Activity - On September 26, 2023, BGI Tech's stock price fell by 2.00%, trading at 125.30 yuan per share with a total market capitalization of 68.343 billion yuan. The trading volume was 867 million yuan, with a turnover rate of 1.25% [1]. - The stock has seen a year-to-date increase of 3.60%, with a 5-day increase of 5.98%, a 20-day increase of 1.87%, and a 60-day increase of 8.81% [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for BGI Tech was 37,700, a decrease of 8.11% from the previous period. The average number of circulating shares per person increased by 8.82% to 6,948 shares [2]. - The top ten circulating shareholders include notable funds such as Nuoan Growth Mixed A and Galaxy Innovation Mixed A, with varying changes in their holdings [3]. Business Overview - BGI Tech, established on May 26, 2009, and listed on July 29, 2022, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing. The main revenue sources are EDA software sales (82.57%), technical services (13.41%), and hardware/agency software sales (4.02%) [1]. - The company is categorized under the computer software development industry, with concepts including EDA, Xinchuang, and advanced packaging [1].

Core Viewpoint - The stock of Shanghai Silicon Industry has experienced significant fluctuations, with a notable increase in price over the past months, reflecting strong market interest and activity in the semiconductor sector [1][2]. Company Overview - Shanghai Silicon Industry Group Co., Ltd. was established on December 9, 2015, and listed on April 20, 2020. The company specializes in the research, production, and sales of semiconductor silicon wafers and other materials [1]. - The main revenue sources for the company are semiconductor silicon wafers (94.92%), entrusted processing services (4.22%), and other services (0.86%) [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 1.697 billion yuan, representing a year-on-year growth of 8.16%. However, the net profit attributable to shareholders was -367 million yuan, showing a year-on-year increase of 5.67% despite being negative [2]. - Since its A-share listing, the company has distributed a total of 110 million yuan in dividends [3]. Shareholder and Market Activity - 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 number of circulating shares per person increased by 5.68% to 44,349 shares [2]. - The stock has seen a significant price increase of 34.96% year-to-date, with a 20.61% rise over the last five trading days, 22.47% over the last 20 days, and 39.03% over the last 60 days [1]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, notable changes include a decrease in holdings by 华夏上证科创板50成份ETF and an increase in holdings by 易方达上证科创板50ETF. Additionally, 香港中央结算有限公司 entered the top ten as a new shareholder [3].

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 38.70% and a recent surge of 50.37% over the past 60 days, despite a recent decline in trading activity [1][2]. Group 1: Stock Performance - As of September 26, SMIC's stock price was 131.24 CNY per share, with a trading volume of 4.797 billion CNY and a turnover rate of 1.80%, leading to a total market capitalization of 1,049.822 billion CNY [1]. - The stock experienced a net outflow of 5.45 billion CNY in principal funds, with large orders accounting for 30.29% of purchases and 32.30% of sales [1]. - Over the past five trading days, the stock has increased by 8.16%, and over the past 20 days, it has risen by 44.14% [1]. Group 2: Financial Performance - For the first half of 2025, SMIC reported revenue of 32.348 billion CNY, reflecting a year-on-year growth of 23.14%, and a net profit attributable to shareholders of 2.301 billion CNY, which is a 39.76% increase compared to the previous year [2]. - The company's main business revenue composition is 93.83% from integrated circuit wafer foundry services and 6.17% from other services [1][2]. Group 3: Shareholder Information - As of June 30, 2025, SMIC had 252,300 shareholders, a decrease of 2.20% from the previous period, with an average of 8,223 shares held per shareholder, an increase of 2.26% [2]. - Notable institutional shareholders include the Huaxia SSE STAR 50 ETF and the E Fund SSE STAR 50 ETF, which have increased their holdings significantly [2].