Core Viewpoint - ChipLink Integrated experienced a stock price decline of 2.09% on November 18, with a current price of 7.01 CNY per share and a total market capitalization of 58.763 billion CNY [1] Financial Performance - For the period from January to September 2025, ChipLink Integrated reported a revenue of 5.422 billion CNY, representing a year-on-year growth of 19.23%. However, the net profit attributable to shareholders was -463 million CNY, showing a year-on-year increase of 32.32% in losses [2] Stock Market Activity - As of November 18, the stock had a trading volume of 5.87 billion CNY, with a turnover rate of 1.87%. The main funds saw a net outflow of 90.156 million CNY, with large orders accounting for 22.58% of purchases and 37.95% of sales [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for ChipLink Integrated was 139,800, an increase of 0.34% from the previous period. The average number of circulating shares per person decreased by 0.34% to 31,681 shares [2] Business Overview - ChipLink Integrated, established on March 9, 2018, and listed on May 10, 2023, specializes in wafer foundry and module packaging testing services in the MEMS and power device sectors. The revenue composition includes 85.96% from integrated circuit wafer manufacturing, 9.24% from module packaging, 3.58% from other services, and 1.21% from R&D services [1] Industry Classification - The company is classified under the Shenwan industry category of Electronics - Semiconductors - Integrated Circuit Manufacturing, and is associated with concepts such as SMIC International, smart vehicles, IGBT concepts, integrated circuits, and analog chips [1]

Core Viewpoint - Stada Semiconductor's stock has shown a mixed performance in recent trading, with a year-to-date increase of 13.08% but a decline of 11.16% over the past 20 days, indicating volatility in its market position [1][2]. Financial Performance - For the period from January to September 2025, Stada Semiconductor reported a revenue of 2.99 billion yuan, representing a year-on-year growth of 23.82%. However, the net profit attributable to shareholders decreased by 9.80% to 382 million yuan [2]. - Cumulatively, since its A-share listing, Stada has distributed a total of 885 million yuan in dividends, with 671 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 21.67% to 65,600, while the average number of circulating shares per person decreased by 17.81% to 3,649 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.18 million shares, a decrease of 1.10 million shares from the previous period. The Southern CSI 500 ETF and Guolian An Semiconductor ETF are also notable shareholders, with slight reductions and new entries, respectively [3]. Stock Performance - On November 18, Stada's stock price rose by 2.01% to 100.85 yuan per share, with a trading volume of 140 million yuan and a turnover rate of 0.59%. The total market capitalization reached 24.15 billion yuan [1]. - The stock has experienced a 0.90% increase over the last five trading days and a 1.89% increase over the last 60 days, reflecting some recovery after a recent decline [1]. Business Overview - Stada Semiconductor, established on April 27, 2005, and listed on February 4, 2020, specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology. The revenue composition shows that 98.12% comes from modules, while other products account for 1.88% [1]. - The company operates within the semiconductor industry, specifically in the electronic sector, and is involved in various concept sectors including silicon carbide, IGBT, third-generation semiconductors, automotive chips, and integrated circuits [1].

来源：新浪证券-红岸工作室 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 中芯国际所属申万行业为：电子-半导体-集成电路制造。所属概念板块包括：IGBT概念、集成电路、大 基金概念、半导体、中芯国际概念等。 截至9月30日，中芯国际股东户数33.62万，较上期增加33.27%；人均流通股6134股，较上期减少 25.41%。2025年1月-9月，中芯国际实现营业收入495.10亿元，同比增长18.22%；归母净利润38.18亿 元，同比增长41.09%。 机构持仓方面，截止2025年9月30日，中芯国际十大流通股东中，易方达上证科创板50ETF（588080） 位居第五大流通股东，持股5730.50万股，相比上期减少1650.36万股。华夏上证科创板50成份ETF （588000）位居第六大流通股东，持股5599.90万 ...

11月14日，中芯国际盘中下跌2.01%，截至13:09，报120.62元/股，成交61.33亿元，换手率2.49%，总市 值9649.71亿元。 资金流向方面，主力资金净流出3.45亿元，特大单买入11.33亿元，占比18.46%，卖出15.11亿元，占比 24.63%；大单买入20.76亿元，占比33.85%，卖出20.43亿元，占比33.31%。 中芯国际今年以来股价涨27.48%，近5个交易日跌1.22%，近20日跌1.11%，近60日涨32.87%。 今年以来中芯国际已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-4.22亿 元；买入总计16.55亿元 ，占总成交额比6.10%；卖出总计20.77亿元 ，占总成交额比7.66%。 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 中芯国际所属申 ...

11月14日，长电科技盘中下跌2.01%，截至11:01，报37.47元/股，成交7.82亿元，换手率1.16%，总市值 670.49亿元。 资金流向方面，主力资金净流出1.57亿元，特大单买入4285.52万元，占比5.48%，卖出1.35亿元，占比 17.32%；大单买入1.35亿元，占比17.31%，卖出2.00亿元，占比25.55%。 长电科技今年以来股价跌7.96%，近5个交易日跌3.73%，近20日跌5.14%，近60日涨6.30%。 资料显示，江苏长电科技股份有限公司位于江苏省江阴市滨江中路275号，成立日期1998年11月6日，上 市日期2003年6月3日，公司主营业务涉及集成电路的系统集成、设计仿真、技术开发、产品认证、晶圆 中测、晶圆级中道封装测试、系统级封装测试、芯片成品测试并可向世界各地的半导体客户提供直运服 务。主营业务收入构成为：芯片封测99.59%，其他0.35%，租赁收入0.05%。 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9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三大流 通股东，持股5 ...

Core Viewpoint - The stock of Silan Microelectronics has shown a year-to-date increase of 13.32%, with recent fluctuations indicating a 2.06% decline over the past five trading days and a 6.92% decline over the past 20 days, while experiencing an 8.39% increase over the last 60 days [2] Company Overview - Silan Microelectronics, established on September 25, 1997, and listed on March 11, 2003, is located at Huanggu Mountain Road 4, Hangzhou, Zhejiang Province. The company specializes in the design, manufacturing, and sales of electronic components and products, as well as the import and export of electromechanical products [2] - The revenue composition of Silan Microelectronics includes discrete devices (47.47%), integrated circuits (40.37%), light-emitting diodes (5.47%), and other products (3.60% and 3.10%) [2] - The company belongs to the semiconductor sector within the electronics industry and is involved in various concept sectors such as IGBT, sensors, automotive chips, smart wearables, and third-generation semiconductors [2] Financial Performance - For the period from January to September 2025, Silan Microelectronics achieved a revenue of 9.713 billion yuan, representing a year-on-year growth of 18.98%. The net profit attributable to shareholders reached 349 million yuan, marking a significant year-on-year increase of 1108.74% [2] - Since its A-share listing, Silan Microelectronics has distributed a total of 720 million yuan in dividends, with 208 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Silan Microelectronics reached 296,200, an increase of 13.11% from the previous period. The average number of circulating shares per shareholder decreased by 11.59% to 5,618 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 32.1797 million shares, a decrease of 32.9556 million shares from the previous period. Other notable shareholders include Huatai-PB CSI 300 ETF, Huaxia National Semiconductor Chip ETF, and E Fund CSI 300 ETF, all of which have seen reductions in their holdings [3]

11月13日，扬杰科技盘中上涨2.01%，截至11:06，报66.92元/股，成交3.26亿元，换手率0.91%，总市值 363.61亿元。 资金流向方面，主力资金净流出741.70万元，特大单买入1859.33万元，占比5.70%，卖出3495.60万元， 占比10.72%；大单买入6706.02万元，占比20.57%，卖出5811.45万元，占比17.83%。 扬杰科技今年以来股价涨56.71%，近5个交易日跌3.92%，近20日跌14.70%，近60日涨15.48%。 资料显示，扬州扬杰电子科技股份有限公司位于江苏省扬州市邗江区新甘泉大道68号，成立日期2006年 8月2日，上市日期2014年1月23日，公司主营业务涉及集研发、生产、销售于一体,专业致力于功率半导 体硅片、芯片及器件制造、集成电路封装测试等中高端领域。主营业务收入构成为：半导体器件 88.05%，半导体芯片7.34%，半导体硅片2.59%，其他2.02%。 扬杰科技所属申万行业为：电子-半导体-分立器件。所属概念板块包括：碳化硅、IGBT概念、汽车芯 片、氮化镓、中芯国际概念等。 截至10月31日，扬杰科技股东户数5.80万，较上期减少 ...

Core Viewpoint - The stock of Unisoc Microelectronics has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 64.325 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, Unisoc Microelectronics achieved a revenue of 4.904 billion yuan, reflecting a year-on-year growth of 15.05%, while the net profit attributable to shareholders was 1.263 billion yuan, up by 25.04% [2]. - The company has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, the stock price of Unisoc Microelectronics was 75.71 yuan per share, with a trading volume of 759 million yuan and a turnover rate of 1.17% [1]. - The stock has seen a year-to-date increase of 18.00%, but has declined by 5.11% over the last five trading days and 11.48% over the last twenty days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 9, where it recorded a net purchase of 357 million yuan [1]. Shareholder Structure - As of October 31, the number of shareholders for Unisoc Microelectronics was 183,800, an increase of 2.27% from the previous period, with an average of 4,620 circulating shares per person, a decrease of 2.22% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 33.8843 million shares, which increased by 17.09 million shares compared to the previous period [3].

克来机电所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：IGBT概念、新 型工业化、机器视觉、汽车零部件、华为汽车等。 11月12日，克来机电盘中上涨2.05%，截至10:41，报19.91元/股，成交7781.75万元，换手率1.51%，总 市值52.20亿元。 资金流向方面，主力资金净流入621.69万元，特大单买入216.71万元，占比2.78%，卖出0.00元，占比 0.00%；大单买入1758.10万元，占比22.59%，卖出1353.12万元，占比17.39%。 克来机电今年以来股价涨0.34%，近5个交易日涨3.27%，近20日跌6.44%，近60日涨0.92%。 资料显示，上海克来机电自动化工程股份有限公司位于上海市宝山区罗东路1555号，成立日期2003年5 月30日，上市日期2017年3月14日，公司主营业务涉及现代机电智能装备、工业机器人系统集成的研 究、开发、制造。主营业务收入构成为：汽车零部件60.99%，智能装备产品37.92%，其他(补 充)1.09%。 截至9月30日，克来机电股东户数4.30万，较上期减少10.07%；人均流通股6101股，较上期增加 ...

Core Viewpoint - The stock of Sda Semiconductor has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 12.76%, indicating mixed market sentiment and performance [1][2]. Financial Performance - For the period from January to September 2025, Sda Semiconductor reported a revenue of 2.99 billion yuan, representing a year-on-year growth of 23.82%. However, the net profit attributable to shareholders decreased by 9.80% to 382 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 885 million yuan, with 671 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 21.67% to 65,600, while the average circulating shares per person decreased by 17.81% to 3,649 shares [2]. - The stock's trading activity shows a net outflow of 17.2 million yuan from main funds, with significant buying and selling from large orders [1]. Company Overview - Sda Semiconductor, established on April 27, 2005, and listed on February 4, 2020, specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology [1]. - The company's revenue composition is heavily weighted towards modules, accounting for 98.12%, with other products making up 1.88% [1]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 1.1 million shares, and new entrants like Guolian An Semiconductor ETF [3].