| 成交量: 1.59亿手 | 换手:2.98% | | --- | --- | | 成交额:4363.11亿 | 量比: 1.33 | | 振幅:2.55% | 平盘:26 | | 总市值: 17.73万亿 | | | | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | | | 区间统计 | 全屏显示 | | --- | --- | --- | --- | --- | --- | --- | --- | | 最新:3140.76+53.72+1.74% | | | | | | | | | 3143.62 | | | | | | | T.83% | | 3129.47 | | | | | | | 1.37% | | 3115.33 | | | | | | | 0.92% | | 3101.18 | | | | | | | 0.46% | | 3081 | | | | | | | 0.00% | | 3072.89 | | | | | | | -0.46% | | 3058.75 | | | | | | | -0.92% | | 3044.61 | | | | ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index (000685) has seen a strong increase of 1.72%, with notable gains from companies such as SMIC (688981) up 9.77%, Dongxin Technology (688110) up 7.80%, and Fengcai Technology (688279) up 7.25% [1] - The Sci-Tech Chip ETF Index (588920) has risen by 2.04%, marking its sixth consecutive increase, with the latest price reported at 1.45 yuan [1] - The storage market has experienced a broad increase this year, with major companies like SanDisk and Micron raising prices, driven by supply-side reductions and a shift in production capacity towards high-end products, alongside increased demand [1] Group 2 - The Sci-Tech Chip ETF Index closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, which selects securities related to semiconductor materials, equipment, chip design, manufacturing, packaging, and testing from listed companies on the Sci-Tech Board [2] - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech Chip Index include Cambricon (688256), Haiguang Information (688041), SMIC (688981), and others, collectively accounting for 62.02% of the index [2]

Company Overview - Changguang Huaxin is located in Suzhou, Jiangsu Province, and was established on March 6, 2012. The company went public on April 1, 2022. Its main business involves the research, manufacturing, and sales of semiconductor laser chips, devices, and modules, which are core components in the laser industry [2]. - The revenue composition of Changguang Huaxin includes: high-power single-tube series (76.98%), VCSEL and optical communication chips series (11.47%), high-power bar series (5.54%), other (5.05%), and waste sales (0.96%) [2]. Financial Performance - For the first half of 2025, Changguang Huaxin achieved operating revenue of 214 million yuan, representing a year-on-year growth of 68.08%. The net profit attributable to the parent company was 8.97 million yuan, reflecting a year-on-year increase of 121.13% [2]. - Since its A-share listing, Changguang Huaxin has distributed a total of 115 million yuan in dividends, with 47.46 million yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Changguang Huaxin's stock price decreased by 2.01%, trading at 74.01 yuan per share, with a total transaction volume of 246 million yuan and a turnover rate of 3.09%. The company's total market capitalization is 13.046 billion yuan [1]. - Year-to-date, Changguang Huaxin's stock price has increased by 89.82%, with an 8.61% rise over the last five trading days, a 2.04% decline over the last 20 days, and a 37.92% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on February 7, where it recorded a net purchase of 52.2285 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Changguang Huaxin was 14,500, an increase of 9.23% from the previous period. The average circulating shares per person were 7,323, a decrease of 2.40% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.4084 million shares, a decrease of 123,900 shares from the previous period. The Southern CSI 1000 ETF (512100) is a new entrant among the top ten shareholders, holding 954,700 shares [3].

Core Viewpoint - The stock price of Saiwei Electronics has shown fluctuations, with a year-to-date increase of 33.18% and a recent decline of 12.30% over the past 20 days [2] Company Overview - Saiwei Electronics, established on May 15, 2008, and listed on May 14, 2015, is located in Beijing and specializes in MEMS process development, wafer manufacturing, GaN epitaxial material growth, and chip design [2] - The company's revenue composition includes 54.30% from MEMS wafer manufacturing, 39.14% from MEMS process development, 4.90% from other sources, and 1.67% from semiconductor equipment [2] - As of June 30, 2025, the company had 65,900 shareholders, a decrease of 2.35% from the previous period, with an average of 9,071 circulating shares per shareholder, an increase of 2.41% [2] Financial Performance - For the first half of 2025, Saiwei Electronics achieved a revenue of 570 million yuan, representing a year-on-year growth of 3.40%, while the net profit attributable to the parent company was a loss of 650,300 yuan, but this reflected a significant improvement of 98.48% year-on-year [2] - The company has distributed a total of 155 million yuan in dividends since its A-share listing, with 25.63 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 10.27 million shares, an increase of 6.31 million shares from the previous period [3] - The fourth-largest shareholder, Guolian An Zhongzheng Semiconductor Products and Equipment ETF, held 5.43 million shares, an increase of 49,550 shares, while the fifth-largest shareholder, Southern Zhongzheng 1000 ETF, held 4.74 million shares, an increase of 85,350 shares [3] - Huaxia Zhongzheng 1000 ETF entered as the tenth-largest shareholder with 2.79 million shares [3]

Core Viewpoint - Shanghai Xinyang's stock price has shown significant growth this year, with a year-to-date increase of 42.89%, indicating strong market performance and investor interest [1][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 [1]. - The company's main business revenue composition includes: integrated circuit materials (74.93%), coatings (20.86%), supporting equipment and accessories for integrated circuit materials (2.76%), integrated circuit electroplating processing (1.34%), and others (0.11%) [1]. Financial Performance - For the first half of 2025, Shanghai Xinyang achieved operating revenue of 897 million yuan, representing a year-on-year growth of 35.67%. The net profit attributable to shareholders was 133 million yuan, reflecting a substantial increase of 126.31% [2]. - Since its A-share listing, the company has distributed a total of 458 million yuan in dividends, with 189 million yuan distributed over the past three years [3]. Shareholder Information - As of July 31, the number of shareholders for Shanghai Xinyang was 38,600, an increase of 0.39% from the previous period. The average number of circulating shares per person decreased by 0.38% to 7,228 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 3.4035 million shares, a decrease of 243,300 shares from the previous period. Additionally, Guolian An Zhongzheng Semiconductor Products and Equipment ETF Connect A (007300) is a new entrant among the top ten shareholders, holding 2.3267 million shares [3].

Core Viewpoint - Dazhong Laser's stock price has shown significant volatility, with a year-to-date increase of 52.32% and a recent decline of 2.01% on September 15, 2023, indicating fluctuating investor sentiment and market dynamics [1][2]. Financial Performance - For the first half of 2025, Dazhong Laser reported revenue of 7.613 billion yuan, a year-on-year increase of 19.79%, while net profit attributable to shareholders decreased by 60.15% to 488 million yuan [2]. - Cumulatively, Dazhong Laser has distributed 3.713 billion yuan in dividends since its A-share listing, with 779 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 15, 2023, Dazhong Laser's stock was trading at 37.56 yuan per share, with a market capitalization of 38.672 billion yuan and a trading volume of 1.105 billion yuan [1]. - The stock has experienced a 10.15% increase over the last five trading days and a 60.51% increase over the last 60 days [2]. - Dazhong Laser has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 452 million yuan on August 11, 2023 [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Dazhong Laser increased to 165,300, with an average of 5,925 shares held per shareholder, a decrease of 4.64% from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 25.3518 million shares, a decrease of 4.444 million shares from the previous period [3].

Company Overview - 中船特气, established on December 21, 2016, is located in Handan, Hebei Province, and was listed on April 21, 2023. The company specializes in the research, production, and sales of electronic specialty gases and trifluoromethanesulfonic acid series products [2]. - The main revenue composition includes electronic specialty gases (87.89%), trifluoromethanesulfonic acid series (10.70%), and other (1.41%) [2]. Financial Performance - For the first half of 2025, 中船特气 achieved operating revenue of 1.04 billion yuan, representing a year-on-year growth of 13.84%. The net profit attributable to the parent company was 178 million yuan, showing a slight decrease of 0.01% year-on-year [2]. - Since its A-share listing, 中船特气 has distributed a total of 308 million yuan in dividends [3]. Stock Performance - As of September 12, 中船特气's stock price increased by 42.34% year-to-date, with a recent 5-day increase of 3.40% and a 20-day decrease of 2.03%. Over the past 60 days, the stock price rose by 48.19% [1]. - The stock's trading volume on September 12 was 150 million yuan, with a turnover rate of 2.55% and a total market capitalization of 21.754 billion yuan [1]. Shareholder Information - As of June 30, 2025, 中船特气 had 14,200 shareholders, an increase of 10.05% from the previous period. The average circulating shares per person decreased by 7.62% to 10,188 shares [2]. - Notable institutional holdings include 嘉实上证科创板芯片ETF, which is the seventh largest shareholder with 3.7696 million shares, and new entrants like 香港中央结算有限公司 and 南方中证1000ETF [3].

Company Overview - Jiangsu Hongtian Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 29, 2001, with its listing date on December 10, 2015 [2] - The company's main business involves the research, production, and sales of drilling equipment for oil, natural gas, and shale gas [2] - The revenue composition includes: 64.91% from electrolytic copper foil equipment, 21.52% from oil and gas forged products, 8.17% from steel trading, 3.69% from other (supplementary), 1.70% from oil and gas processing, and 0.00% from other minor sales [2] Financial Performance - As of June 30, 2025, the company reported a revenue of 386 million yuan, a year-on-year decrease of 43.40%, and a net profit attributable to shareholders of -35.51 million yuan, a year-on-year decrease of 159.16% [2] - The company has distributed a total of 302 million yuan in dividends since its A-share listing, with 50.71 million yuan distributed over the past three years [3] Stock Performance - On September 12, the stock price of Hongtian increased by 2.56%, reaching 54.99 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 2.35%, resulting in a total market capitalization of 11.44 billion yuan [1] - Year-to-date, the stock price has risen by 118.62%, with a 5-day increase of 11.09%, a 20-day increase of 6.55%, and a 60-day increase of 133.37% [1] - The stock has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on August 19, where it recorded a net buy of -2.23 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 53.16% to 13,300, with an average of 15,691 circulating shares per person, a decrease of 34.71% [2] - Notable new institutional shareholders include Hong Kong Central Clearing Limited and Guotai Junan Growth Flexible Allocation Mixed Fund, holding 2.03 million shares and 1.80 million shares respectively [3]

Core Viewpoint - The stock of Jingfang Technology has shown a positive trend with a year-to-date increase of 10.95%, reflecting strong performance in the semiconductor packaging and testing sector [1][2]. Financial Performance - For the first half of 2025, Jingfang Technology reported a revenue of 667 million yuan, representing a year-on-year growth of 24.68%. The net profit attributable to shareholders was 165 million yuan, marking a significant increase of 49.78% [2]. - Cumulative cash dividends since the A-share listing amount to 496 million yuan, with 130 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 12, the stock price reached 31.25 yuan per share, with a trading volume of 443 million yuan and a turnover rate of 2.20%, resulting in a total market capitalization of 20.38 billion yuan [1]. - The stock has experienced a net outflow of 2.6 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, the number of shareholders increased to 136,900, a rise of 19.44%, while the average circulating shares per person decreased by 16.28% to 4,762 shares [2]. - Notable changes in the top ten circulating shareholders include a decrease in holdings by Dongwu Mobile Internet Mixed A and an increase by Guolian An Zhongzheng Semiconductor Products and Equipment ETF [3].

Core Viewpoint - The photolithography concept sector has seen a significant increase, with a rise of 4.47% as of the market close on September 11, 2023, ranking it ninth among concept sectors [1] Group 1: Market Performance - Within the photolithography concept sector, 39 stocks experienced gains, with notable performers including Juguang Technology and Tengjing Technology, both reaching a 20% limit up [1] - Major gainers also included Dazhu Laser, which hit the limit up, and companies like Tongfei Co., Xinqi Microelectronics, and Sitake, which saw increases of 15.73%, 10.87%, and 10.42% respectively [1] - Conversely, stocks such as Jiuri New Materials, *ST He, and United Chemicals faced declines of 1.26%, 0.67%, and 0.57% respectively [1] Group 2: Capital Flow - The photolithography concept sector attracted a net inflow of 1.112 billion yuan from main funds today, with 25 stocks receiving net inflows [2] - Dazhu Laser led the sector with a net inflow of 426 million yuan, followed by Tengjing Technology and Zhangjiang Hi-Tech, each with net inflows of 163 million yuan [2] - The net inflow ratios for Dazhu Laser, Juguang Technology, and Tengjing Technology were 14.21%, 9.11%, and 9.00% respectively [3] Group 3: Stock Performance Metrics - Dazhu Laser recorded a daily increase of 10.00% with a turnover rate of 8.31% and a main fund flow of approximately 425.65 million yuan [3] - Tengjing Technology also saw a significant rise of 20.00% with a turnover rate of 15.04% and main fund flow of about 163.12 million yuan [3] - Other notable stocks included Zhangjiang Hi-Tech with a 5.56% increase and a turnover rate of 4.34%, and Juguang Technology with a 20.00% increase and a turnover rate of 10.77% [3]