Core Viewpoint - Suoao Sensor's stock price has shown significant volatility, with a year-to-date increase of 44.58% but a recent decline of 5.42% over the last five trading days [2] Group 1: Stock Performance - As of October 20, Suoao Sensor's stock price was 9.60 CNY per share, with a market capitalization of 7.686 billion CNY [1] - The stock has experienced a 14.42% increase over the past 20 days and a 24.68% increase over the past 60 days [2] - The company has appeared on the "Dragon and Tiger List" twice this year, with the latest instance on September 18, where it recorded a net purchase of 278 million CNY [2] Group 2: Financial Performance - For the first half of 2025, Suoao Sensor reported revenue of 1.104 billion CNY, representing a year-on-year growth of 99.21%, while net profit attributable to shareholders was 57.2446 million CNY, a decrease of 9.12% [3] - The company has distributed a total of 333 million CNY in dividends since its A-share listing, with 190 million CNY distributed in the last three years [4] Group 3: Shareholder and Ownership Structure - As of June 30, 2025, the number of shareholders increased to 46,700, with an average of 16,588 circulating shares per person, a decrease of 1.36% [3] - The sixth-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 4.3514 million shares, which is a decrease of 3.7071 million shares from the previous period [4] Group 4: Business Overview - Suoao Sensor, established on November 19, 1993, and listed on April 29, 2016, specializes in the production and sale of sensors and related components, fuel system accessories, and automotive interior parts [2] - The company's revenue composition includes automotive thermal management systems (42.49%), fuel system accessories (22.50%), new energy components (13.09%), sensors and accessories (10.85%), interior parts (6.63%), and others (4.43%) [2]

Core Viewpoint - Guodun Quantum's stock has shown significant growth this year, with a year-to-date increase of 28.87% and a notable rise of 41.97% over the past 60 days, indicating strong market interest and performance in the quantum technology sector [1][2]. Company Overview - Guodun Quantum Technology Co., Ltd. was established on May 27, 2009, and went public on July 9, 2020. The company is based in Hefei, Anhui Province, and specializes in the research, production, sales, and technical services of quantum communication products [1]. - The company's main business revenue composition includes: technical services (35.68%), quantum communication products (34.31%), quantum precision measurement products (13.03%), quantum computing products (12.42%), and other (4.56%) [1]. Financial Performance - For the period from January to September 2025, Guodun Quantum achieved operating revenue of 190 million yuan, representing a year-on-year growth of 90.27%. However, the company reported a net profit attributable to shareholders of -26.47 million yuan, which is a year-on-year increase of 51.98% in losses [2]. - Since its A-share listing, Guodun Quantum has distributed a total of 9.6 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guodun Quantum reached 21,700, an increase of 12.24% from the previous period. The average number of circulating shares per shareholder decreased by 10.91% to 3,711 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the newest entrant, holding 1.1147 million shares, while Guangfa Multi-Factor Mixed Fund has exited the top ten list [3].

Core Viewpoint - Zhongjing Technology's stock price has shown fluctuations in 2023, with a year-to-date increase of 10.12% but a recent decline of 4.80% over the last five trading days [2]. Company Overview - Zhongjing Technology, established on January 25, 2010, and listed on December 18, 2020, is located in Huzhou, Zhejiang Province. The company specializes in the research, production, and sales of semiconductor silicon materials and products [2]. - The revenue composition of Zhongjing Technology includes: 52.93% from semiconductor monocrystalline silicon wafers, 31.50% from semiconductor power chips and devices, 14.06% from semiconductor monocrystalline silicon rods, and 1.50% from other sources [2]. Financial Performance - As of June 30, 2025, Zhongjing Technology reported a revenue of 217 million yuan, a year-on-year decrease of 1.62%. The net profit attributable to shareholders was 25.74 million yuan, reflecting a year-on-year increase of 144.05% [2]. - The company has distributed a total of 199 million yuan in dividends since its A-share listing, with 39.51 million yuan distributed over the past three years [3]. Stock Market Activity - On October 20, Zhongjing Technology's stock rose by 2.00%, reaching 35.68 yuan per share, with a trading volume of 19.73 million yuan and a turnover rate of 0.58%. The total market capitalization is 4.625 billion yuan [1]. - The net inflow of main funds was 392,300 yuan, with large orders accounting for 12.14% of purchases and 10.15% of sales [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 24.77% to 37,600, while the average circulating shares per person decreased by 20.77% to 2,546 shares [2]. - Among the top ten circulating shareholders, the Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF holds 297,200 shares, an increase of 46,000 shares compared to the previous period [3].

Core Viewpoint - The stock of Sda Semiconductor has shown a significant increase in price and trading activity, reflecting positive market sentiment and growth in revenue and profit for the company [1][2]. Company Overview - Sda Semiconductor, established on April 27, 2005, and listed on February 4, 2020, is located in Jiaxing, Zhejiang Province. The company specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology [1]. - The company's main revenue source comes from IGBT modules, accounting for 98.12% of total revenue, while other products contribute 1.88% [1]. Financial Performance - For the first half of 2025, Sda Semiconductor reported a revenue of 1.936 billion yuan, representing a year-on-year growth of 26.25%. The net profit attributable to shareholders was 275 million yuan, with a slight increase of 0.26% [2]. - Since its A-share listing, Sda Semiconductor has distributed a total of 885 million yuan in dividends, with 671 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Sda Semiconductor was 53,900, a decrease of 5.10% from the previous period. The average number of circulating shares per shareholder increased by 5.37% to 4,440 shares [2]. - The stock price increased by 28.43% year-to-date, with a recent decline of 1.43% over the last five trading days. The stock has seen a 40.16% increase over the past 60 days [1]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest, holding 4.2794 million shares, an increase of 763,500 shares from the previous period. Southern CSI 500 ETF and Guolian An CSI All-Index Semiconductor Products and Equipment ETF also increased their holdings [3].

Core Viewpoint - The stock of Lihua Microelectronics has shown fluctuations in recent trading sessions, with a notable increase in the stock price year-to-date, but a decline in the short term [1][2]. Company Overview - Lihua Microelectronics, established on August 12, 2002, is located in the High-tech Industrial Park of Tsinghua Information Port, Nanshan District, Shenzhen, Guangdong Province [2]. - The company was listed on July 22, 2020, and specializes in the research and design of communication chips [2]. - The revenue composition of the company includes 94.84% from self-developed chips and core technologies, 4.85% from proprietary chips, and 0.31% from other products [2]. Financial Performance - As of June 30, the number of shareholders for Lihua Microelectronics was 11,100, a decrease of 5.22% from the previous period, while the average circulating shares per person increased by 26.54% to 13,110 shares [2]. - For the first half of 2025, the company reported a revenue of 198 million yuan, a year-on-year decrease of 24.74%, and a net profit attributable to shareholders of 24.85 million yuan, down 41.15% year-on-year [2]. Stock Performance - The stock price of Lihua Microelectronics increased by 6.24% year-to-date, but has seen a decline of 9.06% over the last five trading days and 4.92% over the last 20 days [2]. - As of October 20, the stock was trading at 23.98 yuan per share, with a market capitalization of 3.485 billion yuan [1]. Dividend Information - Since its A-share listing, Lihua Microelectronics has distributed a total of 131 million yuan in dividends, with 96.43 million yuan distributed over the past three years [3].

Core Insights - The stock price of Gaon Electronics increased by 2.06% on October 20, reaching 40.68 CNY per share, with a total market capitalization of 17.703 billion CNY [1] - Year-to-date, Gaon Electronics' stock has risen by 115.47%, but it has experienced a decline of 10.51% over the last five trading days [1] Financial Performance - For the first half of 2025, Gaon Electronics reported a revenue of 218 million CNY, representing a year-on-year growth of 11.43%, and a net profit attributable to shareholders of 46.18 million CNY, which is a significant increase of 212.95% [2] - The company's main revenue sources include EDA tool licensing (67.95%), technical development solutions (21.23%), and semiconductor device testing systems (10.63%) [2] Shareholder Information - As of June 30, 2025, Gaon Electronics had 16,300 shareholders, an increase of 43.22% from the previous period, with an average of 26,771 circulating shares per shareholder, up by 71.49% [2] - The company has distributed a total of 52.06 million CNY in dividends since its A-share listing, with 43.38 million CNY distributed over the last three years [3] Market Activity - Gaon Electronics has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 23, where it recorded a net purchase of 68.84 million CNY [1] - The stock has seen significant trading activity, with major funds showing a net outflow of 3.21 million CNY on the latest trading day [1]

Core Viewpoint - The stock price of Jiejie Microelectronics has experienced fluctuations, with a year-to-date decline of 9.73% and a recent increase in trading activity, indicating potential investor interest amidst mixed performance metrics [1][2]. Company Overview - Jiejie Microelectronics, established on March 29, 1995, and listed on March 14, 2017, is located in Qidong City, Jiangsu Province. The company specializes in the research, design, production, and sales of power semiconductor discrete devices [2]. - The revenue composition of Jiejie Microelectronics includes power semiconductor devices (67.12%), power semiconductor chips (30.73%), other (1.42%), and power device packaging and testing (0.73%) [2]. Financial Performance - For the first half of 2025, Jiejie Microelectronics reported a revenue of 1.6 billion yuan, reflecting a year-on-year growth of 26.77%. The net profit attributable to shareholders was 247 million yuan, marking a 15.35% increase [2]. - The company has distributed a total of 599 million yuan in dividends since its A-share listing, with 237 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jiejie Microelectronics was 94,000, a decrease of 0.55% from the previous period. The average number of tradable shares per shareholder increased by 0.55% to 7,723 shares [2]. - Notable changes in institutional holdings include a reduction in shares held by Hong Kong Central Clearing Limited and the entry of Southern CSI 500 ETF as a new major shareholder [3].

Core Viewpoint - Hengtong Optic-Electric has shown a significant stock price increase of 22.48% year-to-date, despite a recent decline of 6.05% over the last five trading days [2]. Company Overview - Hengtong Optic-Electric, established on June 5, 1993, and listed on August 22, 2003, is located in Suzhou, Jiangsu Province. The company specializes in high-end technology, product research and development, and system integration services in the communication network and energy interconnection sectors, particularly in global submarine cable communication network construction [2]. - The company's revenue composition includes: Smart Grid 36.98%, Copper Conductor 25.02%, Industrial and New Energy Intelligence 11.28%, Optical Communication 10.94%, Marine Energy and Communication 9.57%, Other 5.33%, and Other (Supplementary) 0.88% [2]. Financial Performance - For the first half of 2025, Hengtong Optic-Electric achieved a revenue of 32.049 billion yuan, representing a year-on-year growth of 20.42%. The net profit attributable to shareholders was 1.613 billion yuan, with a slight increase of 0.24% [2]. - The company has distributed a total of 2.614 billion yuan in dividends since its A-share listing, with 1.121 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hengtong Optic-Electric was 161,700, a decrease of 11.80% from the previous period. The average circulating shares per person increased by 13.38% to 15,118 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 64.5046 million shares, an increase of 10.1831 million shares from the previous period. Other significant shareholders include Southern CSI 500 ETF and GF High-end Manufacturing Stock A, with respective increases in holdings [3].

Core Insights - The stock price of Jintaiyang increased by 2.04% on October 20, reaching 24.06 CNY per share, with a trading volume of 17.16 million CNY and a turnover rate of 0.61% [1] - Jintaiyang's stock has risen by 26.15% year-to-date, with a recent decline of 1.64% over the last five trading days, and increases of 17.60% over the last 20 days and 20.72% over the last 60 days [2] - The company reported a revenue of 270 million CNY for the first half of 2025, reflecting a year-on-year growth of 15.82%, while the net profit attributable to shareholders decreased by 9.35% to 14.71 million CNY [2] Company Overview - Jintaiyang, established on September 21, 2004, and listed on February 8, 2017, is located in Dongguan, Guangdong Province, specializing in the research, production, and sales of new precision polishing materials and high-end intelligent equipment [2] - The company's main business revenue composition includes: paper-based/fabric-based polishing materials (60.74%), intelligent CNC equipment and precision structural components (24.77%), new polishing materials (14.22%), and others (0.27%) [2] - Jintaiyang operates within the machinery equipment sector, specifically in general equipment and abrasives, and is associated with concepts such as third-generation semiconductors, chip concepts, large aircraft, high transfer, and new materials [2] Shareholder and Dividend Information - Since its A-share listing, Jintaiyang has distributed a total of 108 million CNY in dividends, with 37.35 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased to 17,200, with an average of 6,930 circulating shares per person, a slight decrease of 0.18% from the previous period [2][3] - Among the top ten circulating shareholders, Ping An New Xin Pioneer Mixed A holds 759,500 shares, remaining unchanged from the previous period, while Ping An Advanced Manufacturing Theme Stock A has exited the top ten list [3]

Core Viewpoint - ShenNan Circuit has shown significant stock performance with a year-to-date increase of 111.89%, despite a recent decline of 6.08% over the past five trading days [1] Financial Performance - For the first half of 2025, ShenNan Circuit achieved a revenue of 10.453 billion yuan, representing a year-on-year growth of 25.63% [2] - The net profit attributable to shareholders for the same period was 1.36 billion yuan, reflecting a year-on-year increase of 37.75% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for ShenNan Circuit was 53,200, a decrease of 9.48% from the previous period [2] - The average number of tradable shares per shareholder increased by 43.62% to 12,502 shares [2] Dividend Distribution - Since its A-share listing, ShenNan Circuit has distributed a total of 3.441 billion yuan in dividends, with 1.744 billion yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest shareholder, holding 14.2369 million shares, an increase of 4.1809 million shares from the previous period [3] - Various ETFs, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, have increased their holdings in ShenNan Circuit, indicating growing institutional interest [3]