11月17日，华海清科盘中下跌2.07%，截至09:55，报134.66元/股，成交2.14亿元，换手率0.44%，总市 值475.90亿元。 资金流向方面，主力资金净流出129.25万元，特大单买入1347.23万元，占比6.30%，卖出1617.46万元， 占比7.56%；大单买入3739.65万元，占比17.48%，卖出3598.67万元，占比16.82%。 华海清科今年以来股价涨23.43%，近5个交易日跌6.14%，近20日跌5.09%，近60日涨24.77%。 截至9月30日，华海清科股东户数2.89万，较上期增加112.76%；人均流通股12245股，较上期减少 29.83%。2025年1月-9月，华海清科实现营业收入31.94亿元，同比增长30.28%；归母净利润7.91亿元， 同比增长9.81%。 分红方面，华海清科A股上市后累计派现2.71亿元。 机构持仓方面，截止2025年9月30日，华海清科十大流通股东中，易方达上证科创板50ETF（588080） 位居第四大流通股东，持股904.17万股，相比上期增加217.88万股。华夏上证科创板50成份ETF （588000）位居第五大流通股东， ...

集成电路ETF（159546）跟踪的是集成电路指数（932087），该指数从市场中选取涉及集成电路设计、 制造、封装测试及相关材料设备等业务的上市公司证券作为指数样本，以反映集成电路相关上市公司证 券的整体表现。 （文章来源：每日经济新闻） 东海证券指出，电子行业需求持续复苏，供给有效出清，存储芯片价格上涨，我国国产化力度超预期。 国产晶圆代工厂华虹半导体2025Q3营收创历史新高，同比增长20.7%，产能利用率高达109.5%，毛利率 13.5%优于指引，主要得益于闪存、逻辑及模拟产品的强劲需求。谷歌宣布其最新一代TPU芯片即将上 市，性能较前代提升超过四倍，成为公司迄今性能最强、能效最高的定制AI芯片。当前电子行业结构 性机会集中在AI算力、AIOT、半导体设备、关键零部件和存储涨价等领域。 ...

11月14日，奥特维盘中上涨2.13%，截至09:48，报45.64元/股，成交7870.81万元，换手率0.56%，总市 值143.86亿元。 资金流向方面，主力资金净流入76.56万元，特大单买入147.23万元，占比1.87%，卖出256.19万元，占 比3.25%；大单买入1497.63万元，占比19.03%，卖出1312.11万元，占比16.67%。 奥特维今年以来股价涨10.75%，近5个交易日跌1.34%，近20日涨8.67%，近60日涨25.90%。 资料显示，无锡奥特维科技股份有限公司位于江苏省无锡新吴区新华路3号，成立日期2010年2月1日， 上市日期2020年5月21日，公司主营业务涉及高端智能装备的研发、设计、生产和销售。主营业务收入 构成为：光伏设备78.86%，改造及其他主营业务13.61%，锂电设备5.20%，半导体2.13%，其他(补 充)0.19%。 奥特维所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：半导体设备、机器视 觉、中盘、半导体、固态电池等。 分红方面，奥特维A股上市后累计派现18.84亿元。近三年，累计派现16.27亿元。 机构持仓方面，截止 ...

Core Viewpoint - The stock of Saiteng Co., Ltd. has experienced fluctuations, with a recent decline of 2.02%, while the company has shown a year-to-date price increase of 1.50% and significant growth over the past 60 days [1][2]. Company Overview - Saiteng Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 19, 2007, with its listing date on December 25, 2017. The company specializes in the research, design, production, sales, and technical services of automation production equipment, providing intelligent production solutions for clients [1]. - The main business revenue composition includes: automation equipment (76.79%), fixtures (18.95%), technical services (3.77%), and others (0.49%) [1]. Financial Performance - For the period from January to September 2025, Saiteng Co., Ltd. achieved an operating income of 2.535 billion yuan, a year-on-year decrease of 20.62%, and a net profit attributable to shareholders of 401 million yuan, down 15.61% year-on-year [2]. - The company has distributed a total of 567 million yuan in dividends since its A-share listing, with 211 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Saiteng Co., Ltd. reached 48,400, an increase of 20.73% from the previous period. The average number of circulating shares per person decreased by 17.17% to 5,618 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.8856 million shares, an increase of 762,100 shares from the previous period [3].

Core Viewpoint - Baiao Chemical's stock has shown significant growth this year, with a year-to-date increase of 119.15%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Baiao Chemical achieved a revenue of 1.056 billion yuan, representing a year-on-year growth of 17.88% [2]. - The net profit attributable to shareholders for the same period was 125 million yuan, which reflects a substantial decrease of 50.83% compared to the previous year [2]. Stock Market Activity - As of November 12, Baiao Chemical's stock price was 33.89 yuan per share, with a trading volume of 327 million yuan and a turnover rate of 1.40% [1]. - The company has appeared on the stock market's "Dragon and Tiger List" three times this year, with the most recent occurrence on August 28 [1]. Shareholder Information - As of September 30, the number of shareholders for Baiao Chemical increased by 12.51% to 24,000, while the average number of circulating shares per person decreased by 11.12% to 29,483 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 4.0587 million shares, an increase of 1.6304 million shares from the previous period [3]. Business Overview - Baiao Chemical, established on September 22, 2003, and listed on February 6, 2017, specializes in the research, production, and sales of isothiazolinone-based industrial biocides [1]. - The company's revenue composition includes 54.95% from industrial biocides and 44.36% from semiconductors, with minor contributions from other segments [1].

拉普拉斯今年以来股价涨5.31%，近5个交易日涨0.26%，近20日涨2.49%，近60日涨0.36%。 资料显示，拉普拉斯新能源科技股份有限公司位于广东省深圳市坪山区坑梓街道砾田路2号开沃大厦A 栋20层，成立日期2016年5月9日，上市日期2024年10月29日，公司主营业务涉及光伏电池片制造所需高 性能热制程、镀膜及配套自动化设备的研发、生产与销售。主营业务收入构成为：①光伏领域设备 91.69%，③配套产品及服务8.17%，其他(补充)0.09%，②半导体领域设备0.05%。 11月12日，拉普拉斯盘中下跌2.10%，截至10:34，报47.00元/股，成交1.16亿元，换手率5.27%，总市值 190.50亿元。 拉普拉斯所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：中盘、光伏玻璃、 次新股、半导体设备、太阳能等。 资金流向方面，主力资金净流入1025.06万元，特大单买入564.51万元，占比4.86%，卖出171.82万元， 占比1.48%；大单买入3480.37万元，占比29.94%，卖出2848.01万元，占比24.50%。 分红方面，拉普拉斯A股上市后累计派现1.50 ...

Core Viewpoint - Baiao Chemical's stock has shown significant growth this year, with a year-to-date increase of 108.74%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Baiao Chemical achieved a revenue of 1.056 billion yuan, representing a year-on-year growth of 17.88% [2]. - The net profit attributable to shareholders for the same period was 125 million yuan, which reflects a substantial decrease of 50.83% compared to the previous year [2]. Stock Market Activity - As of November 11, Baiao Chemical's stock price was 32.28 yuan per share, with a market capitalization of 22.797 billion yuan [1]. - The stock has seen a trading volume of 1.16 billion yuan and a turnover rate of 0.51% on the same day [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 28 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 12.51% to 24,000, while the average circulating shares per person decreased by 11.12% to 29,483 shares [2][3]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 4.0587 million shares, an increase of 1.6304 million shares from the previous period [3]. Dividend Distribution - Since its A-share listing, Baiao Chemical has distributed a total of 1.224 billion yuan in dividends, with 722 million yuan distributed over the past three years [3].

Core Points - The stock price of Lihexing increased by 2.03% on November 11, reaching 28.19 CNY per share, with a trading volume of 145 million CNY and a market capitalization of 6.589 billion CNY [1] - Year-to-date, Lihexing's stock price has risen by 140.94%, with a recent 5-day increase of 2.96%, a 20-day decrease of 29.35%, and a 60-day increase of 56.70% [2] - As of September 30, the number of shareholders increased by 168.43% to 46,000, while the average circulating shares per person decreased by 62.75% to 4,112 shares [3] Financial Performance - For the period from January to September 2025, Lihexing reported revenue of 327 million CNY, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of -65.883 million CNY, a decrease of 529.94% [3] - Since its A-share listing, Lihexing has distributed a total of 27.27 million CNY in dividends, with 11.6872 million CNY distributed over the past three years [4] Shareholder and Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of Lihexing saw the exit of Penghua Carbon Neutral Theme Mixed A (016530) from the list [4]

Core Viewpoint -拓荆科技 has shown significant stock price appreciation and strong financial performance, indicating a robust growth trajectory in the semiconductor equipment sector [1][2]. Financial Performance - As of September 30, 2025,拓荆科技 reported a revenue of 4.22 billion yuan, representing a year-on-year growth of 85.27% [2]. - The net profit attributable to shareholders for the same period was 557 million yuan, reflecting a year-on-year increase of 105.14% [2]. - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends [2]. Stock Market Activity - On November 11, 2025, the stock price of 拓荆科技 increased by 4.40%, reaching 352.90 yuan per share, with a trading volume of 508 million yuan [1]. - The stock has appreciated by 130.05% year-to-date, with a 15.78% increase over the last five trading days and a 42.50% increase over the last 20 days [1]. - The company has a total market capitalization of 99.22 billion yuan [1]. Shareholder Composition - As of September 30, 2025, the number of shareholders for 拓荆科技 increased to 25,200, a rise of 78.46% [2]. - The average number of circulating shares per shareholder decreased by 43.97% to 11,091 shares [2]. - Major institutional shareholders have seen a reduction in their holdings, with significant decreases noted among several ETFs [2]. Business Overview - 拓荆科技 specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its revenue derived from this core business [1]. - The company is classified under the electronic-semiconductor-semiconductor equipment sector and is involved in various concept sectors including buybacks and semiconductor equipment [1].

今日，人工智能产业链延续调整，半导体硅片、半导体设备等概念局部活跃，机器人概念跌幅居前。截至收盘，中证人工智能主题指数下跌0.9%，上证科 创板人工智能指数下跌1.0%，资金逆势加仓，人工智能ETF（159819）全天净申购近1.5亿份。 每日经济新闻 ...