09月24日消息，截止13:20，大基金概念板块强势，长川科技（维权）、通富微电、北方华创、深科技 涨停，南大光电、万业企业、晶瑞电材、精测电子、飞凯材料（维权）、雅克科技等个股涨幅居前。 责任编辑：小浪快报 ...

Group 1 - The large fund concept sector experienced a significant increase, with notable stocks such as Tongfu Microelectronics hitting the daily limit [1] - Other companies that saw substantial gains include Changchuan Technology, Nanda Optoelectronics, Jingrui Electric Materials, Northern Huachuang, Yake Technology, and Feikai Materials [1]

Core Viewpoint - Nanda Optoelectronics experienced a stock price decline of 2.01% on September 23, with a current price of 36.96 CNY per share and a total market capitalization of 25.545 billion CNY [1] Financial Performance - For the first half of 2025, Nanda Optoelectronics reported revenue of 1.229 billion CNY, representing a year-on-year growth of 9.48%, and a net profit attributable to shareholders of 208 million CNY, up 16.30% year-on-year [2] Stock Market Activity - As of September 23, the stock saw a trading volume of 942 million CNY, with a turnover rate of 3.83%. The net outflow of main funds was 108 million CNY, while large orders accounted for 23.83% of purchases and 27.85% of sales [1] Shareholder Information - As of August 31, the number of shareholders increased to 105,500, with an average of 6,222 circulating shares per person, a decrease of 5.63% [2] - The top ten circulating shareholders include several ETFs, with notable increases in holdings from E Fund's ChiNext ETF and Southern's CSI 500 ETF [3]

截至6月30日，长电科技股东户数31.90万，较上期减少1.37%；人均流通股5608股，较上期增加1.39%。 2025年1月-6月，长电科技实现营业收入186.05亿元，同比增长20.14%；归母净利润4.71亿元，同比减少 23.98%。 分红方面，长电科技A股上市后累计派现15.33亿元。近三年，累计派现8.05亿元。 机构持仓方面，截止2025年6月30日，长电科技十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.01亿股，相比上期增加1361.15万股。华泰柏瑞沪深300ETF（510300）位居第四大流通 股东，持股2557.08万股，相比上期增加239.88万股。华夏国证半导体芯片ETF（159995）位居第五大流 通股东，持股2518.78万股，相比上期增加50.03万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股1820.14万股，相比上期增加174.27万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第七大流通股东，持股1518.24万股，相比上期增加139.00万股。华夏沪深300ETF （510330）位居第八大流通股东，持 ...

责任编辑：小浪快报 截至6月30日，赛微电子股东户数6.59万，较上期减少2.35%；人均流通股9071股，较上期增加2.41%。 2025年1月-6月，赛微电子实现营业收入5.70亿元，同比增长3.40%；归母净利润-65.03万元，同比增长 98.48%。 分红方面，赛微电子A股上市后累计派现1.55亿元。近三年，累计派现2562.75万元。 机构持仓方面，截止2025年6月30日，赛微电子十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1027.08万股，相比上期增加630.89万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第四大流通股东，持股543.24万股，相比上期增加49.55万股。南方中证1000ETF （512100）位居第五大流通股东，持股474.16万股，相比上期增加85.35万股。华夏中证1000ETF （159845）位居第十大流通股东，持股279.04万股，为新进股东。 资金流向方面，主力资金净流出2410.29万元，特大单买入2575.64万元，占比6.94%，卖出3175.09万 元，占比8.55%；大单买入6052.15万元，占比16.30 ...

Core Viewpoint - Northern Huachuang's stock price has shown significant growth this year, with a notable increase in trading activity and institutional holdings, indicating strong investor interest and confidence in the company's performance [2][3]. Group 1: Stock Performance - As of September 22, Northern Huachuang's stock price increased by 2.05%, reaching 410.25 CNY per share, with a trading volume of 1.721 billion CNY and a turnover rate of 0.59% [1]. - The stock has risen by 42.03% year-to-date, with a 7.96% increase over the last five trading days, 7.94% over the last 20 days, and 25.54% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Northern Huachuang reported revenue of 16.142 billion CNY, a year-on-year increase of 30.86%, and a net profit attributable to shareholders of 3.208 billion CNY, up 15.37% year-on-year [2]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 29.48% to 97,700, while the average number of circulating shares per person decreased by 22.77% to 7,383 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 6.789 million shares [3].

Core Viewpoint - Huazhu Microelectronics has shown a positive stock performance with a year-to-date increase of 7.68% and a recent trading volume indicating active investor interest [1][2]. Financial Performance - For the first half of 2025, Huazhu Microelectronics reported revenue of 5.218 billion yuan, representing a year-on-year growth of 9.62% [2]. - The net profit attributable to shareholders for the same period was 339 million yuan, reflecting a year-on-year increase of 20.85% [2]. Stock Market Activity - As of September 22, Huazhu Microelectronics' stock price was 50.75 yuan per share, with a market capitalization of 67.372 billion yuan [1]. - The stock experienced a net inflow of 2.3904 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders decreased to 44,000, a reduction of 9.77% from the previous period [2]. - The average number of circulating shares per shareholder increased by 10.83% to 30,173 shares [2]. Dividend Distribution - Since its A-share listing, Huazhu Microelectronics has distributed a total of 851 million yuan in dividends, with 487 million yuan distributed over the past three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 30.4979 million shares, an increase of 14.9252 million shares from the previous period [3]. - Other significant shareholders include various ETFs, with notable changes in their holdings [3].

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 30.81% and a recent surge of 52.28% over the past 60 days, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of September 22, SMIC's stock price reached 123.77 CNY per share, with a trading volume of 46.44 billion CNY and a market capitalization of 9900.67 billion CNY [1]. - The stock has experienced a net outflow of 3.04 billion CNY in principal funds, with large orders accounting for 32.58% of purchases and 32.92% of sales [1]. - Over the past five trading days, the stock has increased by 13.91%, and over the past 20 days, it has risen by 34.77% [1]. Group 2: Financial Performance - For the first half of 2025, SMIC reported a revenue of 323.48 billion CNY, reflecting a year-on-year growth of 23.14%, and a net profit attributable to shareholders of 23.01 billion CNY, which is a 39.76% increase compared to the previous year [2]. - The company primarily generates revenue from integrated circuit wafer foundry services, accounting for 93.83% of its total revenue, with other services contributing 6.17% [1]. 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, which is 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].

Market Overview - On September 19, the large fund concept sector declined by 0.29% compared to the previous trading day, with Shengke Communication leading the decline [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Notable gainers in the large fund concept sector included Jiangbolong, which rose by 12.25% to a closing price of 127.95, with a trading volume of 269,700 shares and a transaction value of 3.41 billion [1] - Other gainers included Jingrui Electric Materials (+3.75%), Baiwei Storage (+2.74%), and Xingfu Electronics (+2.43%) [1] - Conversely, Shengshu Communication experienced the largest decline, falling by 7.55% to a closing price of 127.21, with a trading volume of 83,100 shares and a transaction value of 200.6 million [2] Capital Flow - The large fund concept sector saw a net outflow of 1.062 billion from institutional investors, while retail investors experienced a net inflow of 840 million [2][3] - The capital flow data indicates that institutional investors were net sellers, while retail investors were net buyers, suggesting differing market sentiments [2][3] Individual Stock Capital Flow - Baiwei Storage had a net inflow of 131 million from institutional investors, while it faced a net outflow of 131 million from speculative funds [3] - North Huachuang saw a net inflow of approximately 85.93 million from institutional investors, but also faced significant outflows from speculative and retail investors [3] - Jingrui Electric Materials experienced a net inflow of 67.69 million from institutional investors, while speculative funds and retail investors showed net outflows [3]

Core Viewpoint - The company, Chipone Microelectronics, has experienced fluctuations in stock performance, with a notable increase in revenue and profit year-over-year, indicating strong growth potential in the semiconductor industry [1][2]. Group 1: Stock Performance - On September 19, Chipone's stock price decreased by 2.00%, reaching 66.14 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 8.685 billion CNY [1]. - Year-to-date, Chipone's stock price has increased by 55.34%, with a slight decline of 0.33% over the last five trading days and a 0.45% drop over the last twenty days, while showing a 20.96% increase over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Chipone reported a revenue of 636 million CNY, reflecting a year-over-year growth of 40.32%, and a net profit attributable to shareholders of 90.4935 million CNY, which is a significant increase of 106.02% compared to the previous year [2]. - Since its A-share listing, Chipone has distributed a total of 200 million CNY in dividends, with 98.644 million CNY paid out over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Chipone increased to 15,400, marking a 6.19% rise from the previous period, while the average number of circulating shares per person decreased by 5.83% to 8,508 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 2.8884 million shares, which is an increase of 311,700 shares from the previous period [3].