Group 1 - The index consists of 50 companies involved in chip design, manufacturing, packaging, testing, semiconductor materials, and semiconductor production equipment, focusing on the core hardware aspects of future computing [2] - The semiconductor equipment ETF managed by E Fund tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 companies related to semiconductor materials and equipment, emphasizing the hardware foundation for future computing [3] - As of the midday close, the index experienced a change of -0.2% [3]

Core Viewpoint - Geke Micro's stock has experienced a decline recently, with a notable drop in trading volume and significant net outflow of funds, despite a year-to-date increase in stock price [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. The company specializes in the research, design, and sales of CMOS image sensors and display driver chips [1]. - The revenue composition of Geke Micro includes 80.51% from CMOS image sensors, 19.41% from display driver chips, and 0.08% from other sources [1]. Financial Performance - For the period from January to September 2025, Geke Micro reported a revenue of 5.723 billion yuan, representing a year-on-year growth of 25.66%. The net profit attributable to shareholders was 50.1886 million yuan, showing a significant increase of 518.75% [2]. - Since its A-share listing, Geke Micro has distributed a total of 152 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, the number of Geke Micro's shareholders increased to 29,100, up by 9.06% from the previous period. The average number of circulating shares per shareholder rose by 58.14% to 85,969 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 41.0368 million shares, an increase of 15.1347 million shares from the previous period. Conversely, the holdings of E Fund's and Huaxia's ETFs decreased [3].

Core Viewpoint - Shanghai Xinyang's stock price has experienced fluctuations, with a year-to-date increase of 50.65% but a recent decline of 9.97% over the past five trading days [2]. Company Overview - Shanghai Xinyang Semiconductor Materials Co., Ltd. was established on May 12, 2004, and listed on June 29, 2011. The company specializes in the research, production, sales, and service of key process materials and supporting equipment for integrated circuit manufacturing and advanced packaging, as well as environmentally friendly functional coatings [2]. - The company's revenue composition is as follows: integrated circuit materials 74.93%, coatings 20.86%, supporting equipment and accessories for integrated circuits 2.76%, integrated circuit plating processing 1.34%, and others 0.11% [2]. Financial Performance - For the period from January to September 2025, Shanghai Xinyang achieved operating revenue of 1.394 billion yuan, representing a year-on-year growth of 30.62%. The net profit attributable to the parent company was 211 million yuan, reflecting a year-on-year increase of 62.70% [2]. - Cumulatively, the company has distributed 458 million yuan in dividends since its A-share listing, with 189 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Xinyang was 44,900, a decrease of 1.17% from the previous period. The average circulating shares per person increased by 1.18% to 6,202 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.3845 million shares, a decrease of 19,000 shares from the previous period [3].

Core Viewpoint - The stock of Suotong Development has experienced a decline of 2.08% on November 4, with a current price of 23.53 CNY per share, despite a year-to-date increase of 76.90% [1] Financial Performance - For the period from January to September 2025, Suotong Development achieved a revenue of 12.762 billion CNY, representing a year-on-year growth of 28.66%, and a net profit attributable to shareholders of 654 million CNY, reflecting a significant increase of 201.81% [2] Stock Market Activity - As of November 4, the stock has seen a net outflow of 8.3025 million CNY in principal funds, with large orders showing a buy of 328.067 million CNY and a sell of 396.578 million CNY [1] - The stock has been on the龙虎榜 (top trading list) once this year, with the last appearance on March 12, where it recorded a net buy of -1.57 billion CNY [1] Shareholder Information - As of September 30, 2025, the number of shareholders is 54,600, a decrease of 1.50% from the previous period, with an average of 9,117 shares held per person, an increase of 1.52% [2] - The top ten circulating shareholders include notable funds, with the sixth largest being Guotai Junan's flexible allocation fund, holding 5 million shares, down by 1.7 million shares from the previous period [3] Company Overview - Suotong Development, established on August 27, 2003, and listed on July 18, 2017, is primarily engaged in the research, production, and sales of prebaked anodes, which account for 90.75% of its main business revenue [1]

Core Viewpoint - The stock of Sda Semiconductor has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 13.29%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Sda Semiconductor reported a revenue of 2.99 billion yuan, representing a year-on-year growth of 23.82%. However, the net profit attributable to shareholders decreased by 9.80% to 382 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 885 million yuan, with 671 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 21.67% to 65,600, while the average number of circulating shares per person decreased by 17.81% to 3,649 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.18 million shares, a decrease of 1.10 million shares from the previous period. Additionally, the Southern CSI 500 ETF and Guolian An Semiconductor ETF have also seen changes in their holdings [3]. Market Activity - On November 4, the stock price was reported at 101.04 yuan per share, with a trading volume of 141 million yuan and a turnover rate of 0.58%. The total market capitalization stood at 24.20 billion yuan [1]. - The stock has shown a decline of 11.37% over the last five trading days and an increase of 18.93% over the last 60 days [1]. Business Overview - Sda Semiconductor, established on April 27, 2005, specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology. The revenue composition indicates that 98.12% comes from modules, while other products account for 1.88% [1]. - The company operates within the semiconductor industry, specifically in the electronic sector, and is associated with concepts such as IGBT, third-generation semiconductors, integrated circuits, and silicon carbide [1].

Core Viewpoint - Quartz Co., Ltd. has experienced a stock price increase of 40.57% year-to-date, but has seen a recent decline of 5.47% over the past five trading days, indicating volatility in its stock performance [2]. Company Overview - Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999. It was listed on October 31, 2014. The company specializes in the research, production, and sales of high-purity quartz sand, quartz tubes (rods, plates, ingots, and cylinders), quartz crucibles, and other quartz materials, primarily used in the fields of light sources, photovoltaics, semiconductors, and optical fibers [2]. - The revenue composition of the company includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [2]. Financial Performance - For the period from January to September 2025, Quartz Co., Ltd. reported a revenue of 753 million yuan, a year-on-year decrease of 24.46%. The net profit attributable to the parent company was 135 million yuan, down 56.81% year-on-year [2]. - The company has distributed a total of 3.374 billion yuan in dividends since its A-share listing, with 2.945 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Quartz Co., Ltd. was 55,200, a decrease of 13.28% from the previous period. The average number of circulating shares per person increased by 15.32% to 9,813 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.6441 million shares, an increase of 3.6438 million shares from the previous period. New shareholders include Guotai Valuation Advantage Mixed Fund and E Fund Environmental Theme Mixed Fund [3].

Core Viewpoint - Jin Haitong's stock price has experienced significant fluctuations, with a year-to-date increase of 73.36% but a recent decline of 14.70% over the past five trading days [2]. Group 1: Stock Performance - As of November 4, Jin Haitong's stock price was 124.66 CNY per share, with a market capitalization of 7.48 billion CNY [1]. - The stock has seen a trading volume of 46.18 million CNY, with a turnover rate of 0.87% [1]. - Year-to-date, the stock has been on the龙虎榜 once, with a net buy of 6 million CNY on October 14 [2]. Group 2: Financial Performance - For the period from January to September 2025, Jin Haitong reported revenue of 482 million CNY, representing a year-on-year growth of 87.88% [2]. - The net profit attributable to shareholders for the same period was 125 million CNY, showing a year-on-year increase of 178.18% [2]. - The company's main revenue sources include testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [2]. Group 3: Shareholder Information - As of September 30, 2025, Jin Haitong had 10,600 shareholders, an increase of 10.28% from the previous period [2]. - The average number of circulating shares per shareholder was 3,927, a decrease of 9.32% [2]. - The company has distributed a total of 35.70 million CNY in dividends since its A-share listing [3].

Company Overview - Shengmei Shanghai's stock price increased by 2.13% on November 4, reaching 178.28 CNY per share, with a trading volume of 114 million CNY and a market capitalization of 85.555 billion CNY [1] - The company specializes in the research, production, and sales of semiconductor equipment, with 99.72% of its revenue coming from product sales and 0.28% from services [1] Financial Performance - For the period from January to September 2025, Shengmei Shanghai reported a revenue of 5.146 billion CNY, representing a year-on-year growth of 29.42%, and a net profit attributable to shareholders of 1.266 billion CNY, which is a 66.99% increase year-on-year [2] - The company has distributed a total of 723 million CNY in dividends since its A-share listing [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 21,700, up by 85.89%, while the average number of circulating shares per person decreased by 46.20% to 20,098 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 5.0576 million shares, and several ETFs, with notable reductions in holdings among the top ten circulating shareholders [3]

Core Viewpoint - Huahai Qingshi's stock price has shown volatility, with a year-to-date increase of 25.26% but a recent decline over the past five and twenty trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Financial Performance - For the period from January to September 2025, Huahai Qingshi achieved a revenue of 3.194 billion yuan, representing a year-on-year growth of 30.28%. The net profit attributable to shareholders was 791 million yuan, reflecting a year-on-year increase of 9.81% [2]. - Cumulative cash dividends since the company's A-share listing amount to 271 million yuan [3]. Shareholder and Market Activity - As of September 30, 2025, the number of Huahai Qingshi's shareholders increased to 28,900, up by 112.76% from the previous period. The average number of tradable shares per shareholder decreased by 29.83% to 12,245 shares [2]. - The stock's trading activity on November 4 showed a net inflow of 8.756 million yuan from major funds, with significant buying and selling activity from large orders [1]. Company Overview - Huahai Qingshi, established on April 10, 2013, and listed on June 8, 2022, is based in Tianjin and specializes in the research, production, sales, and technical services of semiconductor equipment. The main revenue sources are CMP/thinning equipment sales (87.70%) and other products/services (12.30%) [1]. - The company operates within the semiconductor equipment sector and is categorized under the electronic-semiconductor industry [1]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include E Fund's SSE STAR 50 ETF, which increased its holdings by 2.1788 million shares, and other ETFs with varying changes in their shareholdings [3].

Core Viewpoint - The stock of Pirey Co., Ltd. has shown a slight increase recently, but the overall performance this year has been negative, indicating potential challenges ahead for the company in the semiconductor industry [1][2]. Company Performance - As of November 4, Pirey Co., Ltd. shares rose by 2.03% to 14.06 CNY per share, with a trading volume of 16.87 million CNY and a market capitalization of 4.499 billion CNY [1]. - Year-to-date, the stock price has decreased by 12.42%, with a slight increase of 0.29% over the last five trading days, but a decline of 1.76% over the last 20 days and 7.39% over the last 60 days [2]. - For the period from January to September 2025, the company reported a revenue of 102 million CNY, a year-on-year decrease of 32.88%, and a net profit attributable to shareholders of 20.11 million CNY, down 61.73% year-on-year [2]. Business Overview - Pirey Co., Ltd. specializes in the research, production, testing, and sales of power semiconductor devices and systems, with its main revenue sources being power electronic devices (91.60%), power electronic systems (8.27%), and other (0.13%) [2]. - The company is categorized under the semiconductor industry, specifically in the electronic-semiconductor-discrete devices sector, and is associated with concepts such as silicon carbide, IGBT, third-generation semiconductors, and chips [2]. Shareholder Information - As of October 20, the number of shareholders for Pirey Co., Ltd. was 32,100, a decrease of 1.43% from the previous period, with an average of 5,754 circulating shares per shareholder, an increase of 1.45% [2]. Dividend Information - Since its A-share listing, Pirey Co., Ltd. has distributed a total of 58.02 million CNY in dividends, with 31.78 million CNY distributed over the past three years [3].