截至6月30日，华懋科技股东户数1.97万，较上期减少1.75%；人均流通股16666股，较上期增加1.78%。 2025年1月-6月，华懋科技实现营业收入11.08亿元，同比增长14.42%；归母净利润1.37亿元，同比增长 3.21%。 分红方面，华懋科技A股上市后累计派现8.84亿元。近三年，累计派现1.52亿元。 机构持仓方面，截止2025年6月30日，华懋科技十大流通股东中，博时汇兴回报一年持有期混合 （011056）位居第四大流通股东，持股729.94万股，相比上期增加88.16万股。长信金利趋势混合A （519994）位居第九大流通股东，持股300.00万股，相比上期增加40.00万股。 华懋科技今年以来股价涨62.10%，近5个交易日跌3.69%，近20日跌0.39%，近60日涨22.93%。 今年以来华懋科技已经1次登上龙虎榜，最近一次登上龙虎榜为2月5日，当日龙虎榜净买入3521.63万 元；买入总计2.23亿元 ，占总成交额比25.96%；卖出总计1.88亿元 ，占总成交额比21.87%。 资料显示，华懋(厦门)新材料科技股份有限公司位于福建省厦门市集美区后溪镇苏山路69号，成立日期 2 ...

9月29日，斯迪克盘中上涨2.05%，截至10:18，报26.41元/股，成交1.19亿元，换手率1.44%，总市值 119.72亿元。 斯迪克今年以来股价涨104.10%，近5个交易日跌4.66%，近20日涨3.61%，近60日涨69.95%。 机构持仓方面，截止2025年6月30日，斯迪克十大流通股东中，申万菱信新经济混合A（310358）位居 第四大流通股东，持股666.76万股，持股数量较上期不变。香港中央结算有限公司位居第十大流通股 东，持股320.71万股，相比上期减少247.78万股。 责任编辑：小浪快报 资料显示，江苏斯迪克新材料科技股份有限公司位于江苏省太仓市青岛西路11号，成立日期2006年6月 21日，上市日期2019年11月25日，公司主营业务涉及功能性薄膜材料、电子级胶粘材料、热管理复合材 料及薄膜包装材料的研发、生产和销售。主营业务收入构成为：电子级胶粘材料52.07%，薄膜包装材 料16.77%，功能性薄膜材料15.93%，高分子薄膜材料7.62%，其他(补充)6.03%，热管理复合材料 1.57%。 斯迪克所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：光刻胶、光学、 ...

Company Overview - Suzhou Shiming Technology Co., Ltd. was established on December 11, 2001, and went public on July 5, 2016. The company is located at 219 Huangpujiang North Road, Zhou City Town, Kunshan, Jiangsu Province [2] - The main business involves the research, production, and sales of nano coloring materials, functional nano dispersions, special additives, electronic chemicals, and intelligent color adjustment systems [2] - The revenue composition is as follows: coloring agents 79.97%, special additives 15.63%, others 3.80%, and resins 0.60% [2] Stock Performance - As of September 29, the stock price increased by 2.05% to 12.92 CNY per share, with a total market capitalization of 4.166 billion CNY [1] - Year-to-date, the stock price has risen by 4.62%, but it has seen declines of 0.08% over the last 5 trading days, 4.93% over the last 20 days, and 4.01% over the last 60 days [2] Financial Performance - For the period from January to June 2025, the company achieved operating revenue of 359 million CNY, representing a year-on-year growth of 1.33%. However, the net profit attributable to shareholders decreased by 44.92% to 15.1996 million CNY [2] - The company has distributed a total of 222 million CNY in dividends since its A-share listing, with 56.0347 million CNY distributed over the past three years [3] Market Activity - As of September 10, the number of shareholders was 19,900, an increase of 0.29% from the previous period, with an average of 13,197 circulating shares per person, a decrease of 0.29% [2] - In terms of capital flow, there was a net inflow of 738,500 CNY from major funds, with significant buying activity from large orders [1]

Core Viewpoint - The stock of ChipSource Microelectronics has shown significant growth this year, with a notable increase in both short-term and long-term trading periods, indicating strong market interest and potential investment opportunities [2]. Company Overview - ChipSource Microelectronics, established on December 17, 2002, and listed on December 16, 2019, is located in Shenyang, Liaoning Province. The company specializes in the research, production, and sales of semiconductor equipment [2]. - The main revenue sources for ChipSource Microelectronics are: 59.86% from photoresist coating and developing equipment, 36.76% from single-wafer wet processing equipment, 2.51% from other supplementary equipment, and 0.86% from other devices [2]. Stock Performance - As of September 29, the stock price increased by 68.81% year-to-date, with a 9.48% rise in the last five trading days, a 10.32% increase over the past 20 days, and a 30.43% increase over the last 60 days [2]. - The stock closed at 140.99 CNY per share, with a market capitalization of 28.427 billion CNY [1]. Financial Performance - For the first half of 2025, ChipSource Microelectronics reported a revenue of 709 million CNY, reflecting a year-on-year growth of 2.24%. However, the net profit attributable to shareholders was 15.9242 million CNY, showing a significant decline of 79.09% compared to the previous year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 22.36% to 13,800, while the average number of circulating shares per person increased by 29.00% to 14,549 shares [2]. - The company has distributed a total of 139 million CNY in dividends since its A-share listing, with 86.8945 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include: - Noan Growth Mixed A (320007) as the third-largest shareholder with 5.1626 million shares, a new entry - Yinhua Integrated Circuit Mixed A (013840) as the fourth-largest shareholder with 4.41 million shares, down by 135,300 shares - Harvest SSE STAR Chip ETF (588200) as the fifth-largest shareholder with 3.8169 million shares, up by 346,400 shares [3].

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 上周五公布的美国PCE通胀符合预期，给美联储足够空间应对就业市场降温。逢低买盘支撑三大美股指结束三连跌，全周仍累跌；美监管方将放宽737 MAX交付限制，波音涨3.6%、领涨道指；特斯拉反弹4%；报道称其与台积电和苹果讨论投资，英特尔涨超4%；特朗普芯片新计划有关税威胁，台积电跌 超1%；甲骨文四连跌，一周跌超8%。 在美上市欧洲医药巨头盘中上涨，白宫澄清特朗普药品关税不适用于欧日等贸易协议国。中概指数回落超1%，蔚来和理想汽车跌近6% 美消费者信心后，两年期美债收益率刷新日低，仍连升三周。美元指数跌落三周高位，美消费者信心后刷新日低，仍创近两月最佳周表现。以太坊盘中反弹 超5%，全周仍跌超9%。 原油收创近两月新高，全周涨超5%创三个多月最大周涨。黄金逼近纪录高位，连涨六周，白银再创十四年新高，2011年来首次站上46美元，期银一度涨超 4%，全周涨超8%。纽铜一周涨超3%。 亚洲时段，创业板跌超2%，AI硬件、算力股普跌，恒科指跌近3%，小米跌8%，国债反弹，商品分化。 《付鹏说·第六季》全面升级！付鹏带你前瞻全球大类资产交 ...

资料显示，江阴江化微电子材料股份有限公司位于江苏省江阴市周庄镇长寿云顾路581号，成立日期 2001年8月17日，上市日期2017年4月10日，公司主营业务涉及超净高纯试剂、光刻胶配套试剂等湿电子 化学品的研发、生产和销售。主营业务收入构成为：超净高纯试剂62.62%，光刻胶配套试剂34.69%， 其他(补充)2.70%。 江化微所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：电子化学品、光刻 胶、OLED、增持回购、专精特新等。 9月26日，江化微盘中上涨2.42%，截至10:44，报21.17元/股，成交2.01亿元，换手率2.51%，总市值 81.64亿元。 资金流向方面，主力资金净流入553.78万元，特大单买入947.90万元，占比4.72%，卖出586.29万元，占 比2.92%；大单买入4342.21万元，占比21.64%，卖出4150.04万元，占比20.68%。 江化微今年以来股价涨27.15%，近5个交易日涨6.97%，近20日涨9.46%，近60日涨16.64%。 分红方面，江化微A股上市后累计派现1.77亿元。近三年，累计派现9982.07万元。 机构持仓方面，截止 ...

Core Viewpoint - Dinglong Co., Ltd. has shown significant stock performance with a year-to-date increase of 39.20%, driven by its core business in semiconductor materials and printing consumables [1][2]. Financial Performance - For the first half of 2025, Dinglong Co., Ltd. achieved a revenue of 1.732 billion yuan, representing a year-on-year growth of 14.00%, and a net profit attributable to shareholders of 311 million yuan, which is a 42.78% increase compared to the previous year [2]. - The company has distributed a total of 476 million yuan in dividends since its A-share listing, with 141 million yuan distributed over the last three years [3]. Shareholder Information - As of August 29, 2025, the number of shareholders increased to 43,000, up by 13.16%, while the average circulating shares per person decreased by 11.55% to 17,088 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 35.2352 million shares, a decrease of 2.2701 million shares from the previous period [3]. Stock Performance - As of September 26, 2025, Dinglong Co., Ltd.'s stock price was 36.08 yuan per share, with a market capitalization of 34.148 billion yuan [1]. - The stock has seen a recent increase of 8.64% over the last five trading days and 14.83% over the last twenty days [1]. Business Overview - Dinglong Co., Ltd. is primarily engaged in the business of printing consumables and optoelectronic semiconductor materials, with 99.47% of its revenue coming from semiconductor materials, chips, and printing consumables [1]. - The company is classified under the electronic industry, specifically in electronic chemicals [1].

Core Viewpoint - The company, Huasoft Technology, has clarified its limited involvement in the photoresist market, indicating that its revenue from this segment is minimal and subject to uncertainty [2]. Group 1: Company Overview - Huasoft Technology's main business focuses on the research, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [2]. - The company currently produces photoresist materials in small batches based on customer orders, specifically photo-initiator products [2]. Group 2: Financial Impact - Revenue from the photoresist products is projected to account for less than 2% of the company's total revenue in 2024, indicating a minimal impact on overall financial performance [2]. - The influence of photoresist sales on the company's operating results has been small for the past two years, and future sales are expected to be highly uncertain due to various influencing factors [2].

格隆汇9月25日丨红宝丽(002165.SZ)在互动平台表示，公司从事硬泡组合聚醚/异丙醇胺/环氧丙烷等业 务，不从事光刻胶业务。 ...

国林科技所属申万行业为：环保-环保设备Ⅱ-环保设备Ⅲ。所属概念板块包括：光刻胶、先进封装、半 导体设备、热泵概念、半导体等。 截至9月10日，国林科技股东户数1.92万，较上期减少0.04%；人均流通股7627股，较上期增加0.04%。 2025年1月-6月，国林科技实现营业收入2.59亿元，同比增长22.99%；归母净利润-988.17万元，同比增 长59.97%。 分红方面，国林科技A股上市后累计派现4966.66万元。近三年，累计派现368.03万元。 9月25日，国林科技盘中下跌2.04%，截至10:24，报16.80元/股，成交2.19亿元，换手率8.74%，总市值 30.91亿元。 资金流向方面，主力资金净流出1093.85万元，特大单买入1029.80万元，占比4.70%，卖出792.29万元， 占比3.61%；大单买入4528.51万元，占比20.65%，卖出5859.86万元，占比26.72%。 国林科技今年以来股价涨20.86%，近5个交易日涨3.58%，近20日涨5.26%，近60日涨8.81%。 今年以来国林科技已经1次登上龙虎榜，最近一次登上龙虎榜为3月28日，当日龙虎榜净买入-54 ...