111 美国政府宣布对药品和重型卡车等商品加征关税 新华社华盛顿9月25日电 美国总统特朗普25日宣布，自10月1日起，美国将对进口的所有品牌或专利药 品征收100%关税；对所有厨房橱柜、浴室柜及相关产品征收50%关税、软体家具征收30%关税；对在美 国境外生产的重型卡车征收25%关税。 特朗普在社交媒体上发文称："自2025年10月1日起，我们将对所有品牌或专利药品征收100%关税，除 非相关公司在美国建立制药厂。"此外，特朗普还以国家安全为由宣布，自10月1日起，对在美国境外生 产的重型卡车征收25%关税。 美国劳工统计局数据显示，受关税政策影响，2025年8月美国市场家具价格同比上涨4.7%。 美国商会此前呼吁美国政府不要对重型卡车征收新的关税。美国商会指出，美国前五大重型卡车进口来 源国分别为墨西哥、加拿大、日本、德国和芬兰，"这些国家均为美国盟友或亲密伙伴，对美国国家安 全并不构成威胁"。 美国联邦最高法院9月9日宣布，将快速审议特朗普政府征收的多数关税的合法性，定于11月首周听取口 头辩论。 欧盟和日本药品将免受特朗普100%关税的影响 白宫一名官员表示，总统唐纳德·特朗普对进口医品征收的新关税， ...

Group 1 - The company has entered mass production of core cooling components for lithography machines, and high-purity 300mm silicon targets for advanced storage chips are being supplied in stable batches [1] - Significant progress has been made in the company's harmonic magnetic field motor technology, which is gradually being industrialized for applications in humanoid robots, automotive thermal management, and autonomous driving in new energy vehicles [1] - The company has signed contracts to obtain industrialization technology for PEEK materials, and a full-size biped robot assembly factory has begun supplying components in bulk for Zhiyuan Robotics [1]

9月26日，据晶盛机电（300316）（300316.SZ）官方微信号消息，首条12英寸碳化硅衬底加工中试线在 晶盛机电子公司浙江晶瑞SuperSiC正式通线，至此，浙江晶瑞SuperSiC真正实现了从晶体生长、加工到 检测环节的全线设备自主研发，100%国产化，标志着晶盛机电在全球SiC衬底技术从并跑向领跑迈进， 迈入高效智造新阶段。 SiC是第三代半导体材料的核心代表，因其耐高压、高频、高效等特性，广泛应用于新能源汽车、智能 电网、5G通信等重点行业。同时，在AR设备、CoWoS先进封装中间基板等新兴应用领域，SiC也正逐 步成为推动技术突破的关键材料。相较于8英寸产品，12英寸产品单片晶圆芯片产出量增加约2.5倍，能 够在大规模生产中显著减少长晶、加工、抛光等环节的单位成本，是大幅降低下游应用成本的关键路 径。 基于产业链核心设备的国产化突破，公司在检测、离子注入、激活、氧化、减薄、退火等工艺环节积极 布局产品体系，以高标准研发目标，逐步实现碳化硅设备产业化市场突破。公司6-8英寸碳化硅外延设 备实现国产替代并市占率领先。公司碳化硅设备客户包括瀚天天成、东莞天域、芯联集成、士兰微 （600460）等行业 ...

文/罗叶馨梅）9月26日，晶盛机电（300316）消息称，旗下浙江晶瑞SuperSiC首条12英寸碳化硅衬底加 工中试线正式通线，实现了从晶体生长、加工到检测环节的全线设备自主研发与100%国产化。此举标 志着公司在全球SiC衬底技术上已由"并跑"迈向"领跑"，进入高效智造新阶段。 据介绍，SiC作为第三代半导体材料的核心代表，具备耐高压、高频、高效等特性，广泛应用于新能源 汽车、智能电网和5G通信等领域，并逐渐在AR设备、先进封装等新兴应用场景中发挥关键作用。相较 8英寸产品，12英寸SiC衬底单片晶圆产出量提升约2.5倍，可显著降低长晶、加工和抛光等环节的单位 成本，被视为推动下游应用降本增效的重要路径。 晶盛机电方面表示，此次贯通的中试线覆盖晶体加工、切割、减薄、倒角、研磨、抛光、清洗及检测全 流程工艺，所有环节均采用国产设备与自主技术。其中，高精密减薄机、倒角机、双面精密研磨机等核 心设备均由公司多年研发攻关完成，性能指标达到行业领先水平。至此，晶盛机电已形成12英寸SiC衬 底从装备到材料的完整闭环，彻底解决了关键装备"卡脖子"风险，为下游产业提供了新的成本与效率基 准。（校对/秋贤） ...

晶盛机电(300316)26日盘中大幅拉升，一度涨超15%，创近2年新高。 晶盛机电今日发布消息称，9月26日，首条12英寸碳化硅衬底加工中试线在晶盛机电子公司浙江晶瑞 SuperSiC正式通线，至此，浙江晶瑞SuperSiC真正实现了从晶体生长、加工到检测环节的全线设备自主 研发，100%国产化，标志着晶盛在全球SiC衬底技术从并跑向领跑迈进，迈入高效智造新阶段。 据悉，SiC是第三代半导体材料的核心代表，因其耐高压、高频、高效等特性，广泛应用于新能源汽 车、智能电网、5G通信等重点行业。同时，在AR设备、CoWoS先进封装中间基板等新兴应用领域， SiC也正逐步成为推动技术突破的关键材料。相较于8英寸产品，12英寸产品单片晶圆芯片产出量增加约 2.5倍，能够在大规模生产中显著减少长晶、加工、抛光等环节的单位成本，是大幅降低下游应用成本 的关键路径。 公司表示，浙江晶瑞SuperSiC此次贯通的中试线，覆盖了晶体加工，切割，减薄，倒角，研磨，抛光， 清洗，检测的全流程工艺，所有环节均采用国产设备与自主技术，高精密减薄机、倒角机、双面精密研 磨机等核心加工设备更是由公司历时多年自研攻关完成，性能指标达到行业领 ...

Group 1: Rare Metal ETF Performance - The Rare Metal ETF has a turnover rate of 3.51% and a transaction volume of 87.15 million yuan [3] - As of September 25, the ETF has seen an average daily transaction volume of 208 million yuan over the past month, ranking first among comparable funds [3] - The ETF's scale has increased by 247 million yuan this month, also ranking first among comparable funds [3] - The ETF's shares have grown by 43.5 million shares this month, achieving significant growth and ranking first among comparable funds [3] - Over the past 19 trading days, the ETF has experienced net inflows on 10 days, totaling 423 million yuan [3] - The ETF's net value has increased by 79.68% over the past year [3] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly gains being 4 months and a maximum increase of 58.56% [3] - The average monthly return during rising months is 8.77%, and the ETF has outperformed the benchmark with an annualized return of 5.45% over the past three months [3] Group 2: Silicon Carbide and Rare Metals Market Trends - Silicon carbide prices have risen by 5.7% to 5,600 yuan per ton, reaching a three-month high, while high-purity gallium prices have increased by 1.1% due to recovering demand in the semiconductor sector [4] - The strategic importance of silicon carbide as a core substrate is increasing with its penetration in new energy vehicles, photovoltaic inverters, and 5G base stations [4] - Although short-term price fluctuations are influenced by production capacity release, the long-term outlook for the silicon carbide industry remains positive due to accelerated domestic substitution and increased downstream application [4] - Prices of tungsten and praseodymium-neodymium oxide are also at high levels, indicating a continued structural tightness in resource supply [4] Group 3: Top Holdings in Rare Metal Index - As of August 29, 2025, the top ten weighted stocks in the China Rare Metal Theme Index include Northern Rare Earth, Luoyang Molybdenum, Salt Lake Industry, Huayou Cobalt, Tianqi Lithium, Ganfeng Lithium, China Rare Earth, Shenghe Resources, Zhongjin Resources, and Xiamen Tungsten, collectively accounting for 57.58% of the index [4]

资金流向方面，主力资金净流出670.43万元，特大单买入3087.50万元，占比6.09%，卖出2565.32万元， 占比5.06%；大单买入1.32亿元，占比25.96%，卖出1.43亿元，占比28.32%。 斯达半导今年以来股价涨27.83%，近5个交易日涨7.42%，近20日涨4.43%，近60日涨41.93%。 资料显示，斯达半导体股份有限公司位于浙江省嘉兴市南湖区科兴路988号，成立日期2005年4月27日， 上市日期2020年2月4日，公司主营业务涉及以IGBT为主的功率半导体芯片和模块的设计研发和生产,并 以IGBT模块形式对外实现销售。主营业务收入构成为：模块98.12%，其他产品1.88%。 9月26日，斯达半导盘中上涨2.03%，截至10:42，报114.00元/股，成交5.07亿元，换手率1.88%，总市值 273.00亿元。 截至6月30日，斯达半导股东户数5.39万，较上期减少5.10%；人均流通股4440股，较上期增加5.37%。 2025年1月-6月，斯达半导实现营业收入19.36亿元，同比增长26.25%；归母净利润2.75亿元，同比增长 0.26%。 分红方面，斯达半导A股上 ...

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].

Company Overview - Qingyi Optoelectronics, established on August 25, 1997, is located in Nanshan District, Shenzhen, Guangdong Province, and was listed on November 20, 2019. The company specializes in the research, design, production, and sales of photomasks [1][2]. Financial Performance - For the first half of 2025, Qingyi Optoelectronics achieved operating revenue of 622 million yuan, representing a year-on-year growth of 10.90%. The net profit attributable to shareholders was 92.04 million yuan, an increase of 3.52% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 189 million yuan in dividends, with 128 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, Qingyi Optoelectronics' stock price increased by 2.05%, reaching 33.29 yuan per share, with a total market capitalization of 10.48 billion yuan. The stock has risen 46.45% year-to-date, with an 8.72% increase over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 25.97 million yuan on January 17 [1]. Shareholder Information - As of September 10, the number of shareholders for Qingyi Optoelectronics was 9,776, a decrease of 4.65% from the previous period. The average circulating shares per person increased by 4.88% to 27,291 shares [2]. - Among the top ten circulating shareholders, major institutional investors include D. Morgan Digital Economy Mixed A and Hong Kong Central Clearing Limited, with notable changes in their holdings [3]. Industry Context - Qingyi Optoelectronics operates within the semiconductor materials sector, categorized under the electronic industry. It is associated with concepts such as specialized and innovative enterprises, SMIC concepts, chip concepts, and third-generation semiconductors [2].

和而泰所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：毫米波雷达、氮 化镓、龙虎榜热门、第三代半导体、智能穿戴等。 资金流向方面，主力资金净流入2872.89万元，特大单买入4.97亿元，占比20.93%，卖出4.01亿元，占比 16.88%；大单买入4.53亿元，占比19.09%，卖出5.21亿元，占比21.93%。 和而泰今年以来股价涨204.61%，近5个交易日涨24.82%，近20日涨38.01%，近60日涨142.53%。 今年以来和而泰已经8次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入-1.58亿元； 买入总计17.88亿元 ，占总成交额比12.17%；卖出总计19.46亿元 ，占总成交额比13.24%。 资料显示，深圳和而泰智能控制股份有限公司位于广东省深圳市南山区高新南区科技南十路6号深圳航 天科技创新研究院大厦D座10楼1010-1011，成立日期2000年1月12日，上市日期2010年5月11日，公司主 营业务涉及家庭用品智能控制器、新一代智能控制器、智能硬件的研发、生产和销售以及厂商服务平台 业务;微波毫米波模拟相控阵T/R芯片设计研发、生产、销 ...