11月14日，思特威盘中下跌2.05%，截至09:35，报95.10元/股，成交4278.71万元，换手率0.14%，总市 值382.15亿元。 资金流向方面，主力资金净流出854.07万元，特大单买入142.87万元，占比3.34%，卖出200.69万元，占 比4.69%；大单买入879.47万元，占比20.55%，卖出1675.71万元，占比39.16%。 思特威今年以来股价涨22.60%，近5个交易日跌5.80%，近20日跌6.28%，近60日涨0.28%。 资料显示，思特威(上海)电子科技股份有限公司位于上海市闵行区田林路889号科技绿洲四期8号楼，成 立日期2017年4月13日，上市日期2022年5月20日，公司主营业务涉及高性能CMOS图像传感器芯片的研 发、设计和销售。主营业务收入构成为：芯片销售100.00%。 思特威所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能交通、机器视觉、传感 器、智能穿戴、人脸识别等。 截至9月30日，思特威股东户数1.83万，较上期增加38.46%；人均流通股17619股，较上期减少27.78%。 2025年1月-9月，思特威实现营业收入63.1 ...

Core Viewpoint - The stock of Saiwei Microelectronics has experienced a significant increase of 74.20% year-to-date, but has recently faced a decline of 7.94% over the past five trading days and 9.89% over the past twenty days [1] Group 1: Company Overview - Saiwei Microelectronics, established on November 2, 2009, and listed on April 22, 2022, is located in Dongguan, Guangdong Province, focusing on the research and sales of analog chips, primarily battery management chips [1] - The company's main business revenue is entirely derived from chips, accounting for 100% of its income [1] Group 2: Financial Performance - For the period from January to September 2025, Saiwei Microelectronics achieved a revenue of 344 million yuan, representing a year-on-year growth of 22.37%, while the net profit attributable to shareholders was 62 million yuan, up 3.23% year-on-year [2] - Since its A-share listing, the company has distributed a total of 101 million yuan in dividends [3] Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Saiwei Microelectronics was 7,180, a decrease of 19.41% from the previous period, with an average of 7,499 circulating shares per shareholder, an increase of 24.08% [2] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 26, where it recorded a net purchase of 51.92 million yuan [1]

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]

Core Points - The stock price of Qingyue Technology increased by 2.19% on November 13, reaching 7.01 CNY per share, with a total market capitalization of 3.155 billion CNY [1] - Year-to-date, the stock has declined by 18.20%, but has seen a recent increase of 3.39% over the last five trading days [2] - The company has reported a revenue of 476 million CNY for the first nine months of 2025, a year-on-year decrease of 13.64%, while the net profit attributable to shareholders was -43.35 million CNY, an increase of 11.30% year-on-year [3] Company Overview - Qingyue Technology, established on December 30, 2010, is located in Kunshan, Jiangsu Province, and was listed on December 28, 2022 [2] - The company specializes in the research, production, and sales of small and medium-sized display panels, focusing on providing customized display system solutions [2] - The revenue composition includes: electronic paper modules (70.01%), PMOLED (18.36%), AMOLED (3.85%), and other segments [2] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders decreased by 12.49% to 7,053, while the average circulating shares per person increased by 14.28% to 33,736 shares [3] - The company has distributed a total of 29.7 million CNY in dividends since its A-share listing [4] - Notable institutional shareholders include Minsheng Jia Yin Continuous Growth Mixed Fund and Penghua Preferred Growth Mixed Fund, with new entries from several other funds [4]

Core Viewpoint - Qingyue Technology's stock has experienced significant volatility, with a year-to-date decline of 20.54% and a recent drop of 2.01% on November 12, 2023, indicating potential concerns among investors [1][2]. Financial Performance - For the first nine months of 2025, Qingyue Technology reported a revenue of 476 million yuan, a year-on-year decrease of 13.64%, while the net profit attributable to shareholders was -43.35 million yuan, reflecting a growth of 11.30% compared to the previous period [3]. - The company has distributed a total of 29.7 million yuan in dividends since its A-share listing [4]. Stock Market Activity - The stock has seen a trading volume of 37.79 million yuan with a turnover rate of 2.30% as of November 12, 2023, and a net outflow of 1.13 million yuan in principal funds [1]. - Qingyue Technology has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on November 3, 2023, where it recorded a net buy of -3.29 million yuan [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 12.49% to 7,053, while the average circulating shares per person increased by 14.28% to 33,736 shares [3]. - Notable institutional shareholders include Minsheng Jia Yin Continuous Growth Mixed A and Penghua Preferred Growth Mixed A, with the latter being a new entrant among the top ten circulating shareholders [4]. Business Overview - Qingyue Technology, established on December 30, 2010, specializes in the research, production, and sales of small and medium-sized display panels, focusing on personalized display system solutions [2]. - The company's revenue composition includes electronic paper modules (70.01%), PMOLED (18.36%), AMOLED (3.85%), and other segments [2].

Core Viewpoint - The stock of Yingfang Microelectronics has shown fluctuations in trading activity, with a slight increase in price but a net outflow of funds, indicating mixed investor sentiment [1][2]. Company Overview - Yingfang Microelectronics Co., Ltd. is located in Changning District, Shanghai, and was established on February 22, 1993, with its listing date on December 17, 1996. The company specializes in the research, design, production, and sales of processors and related software for mobile internet terminals, smart homes, and wearable devices [2]. - The revenue composition of Yingfang Microelectronics includes active components at 87.28%, passive components at 12.39%, SoC chips at 0.29%, and others at 0.04% [2]. - The company belongs to the electronic industry, specifically categorized under other electronics, and is associated with concepts such as Beidou Navigation, smart wearables, security, Xiaomi concepts, and integrated circuits [2]. Financial Performance - For the period from January to September 2025, Yingfang Microelectronics achieved a revenue of 3.443 billion yuan, reflecting a year-on-year growth of 17.62%. However, the net profit attributable to shareholders was a loss of 43.34 million yuan, a decrease of 18.69% compared to the previous year [2]. - The company has cumulatively distributed 23.41 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Yingfang Microelectronics reached 139,200, an increase of 14.05% from the previous period, with an average of 5,868 circulating shares per person, a decrease of 0.84% [2]. - Among the top ten circulating shareholders, Guoxin Securities Co., Ltd. is the fourth largest, holding 12.21 million shares, a decrease of 8.39 million shares from the previous period. Meanwhile, Hong Kong Central Clearing Limited is the ninth largest, holding 3.59 million shares, an increase of 1.78 million shares [3].

Group 1 - The company, Lutai A, stated that its current research and development does not involve smart wearable products [2] - The company's functional fabrics are primarily focused on pants fabrics, outerwear, women's suit fabrics, and special uniform fabrics [2] - The projects are currently in the capacity ramp-up and technology enhancement phase [2]

格隆汇11月11日丨鲁泰Ａ(000726.SZ)在投资者互动平台表示，公司目前研发未涉及智能穿戴类产品。 公司功能性面料目前主要聚焦裤装面料、外套、女装套装面料及特种制服面料等产品，项目正处于产能 爬坡和技术提升阶段。 ...

格隆汇11月11日丨鲁泰A(000726.SZ)在互动平台表示，公司目前研发未涉及智能穿戴类产品。公司功能 性面料目前主要聚焦裤装面料、外套、女装套装面料及特种制服面料等产品，项目正处于产能爬坡和技 术提升阶段。 ...

11月11日，龙旗科技盘中下跌2.01%，截至13:58，报42.94元/股，成交1.96亿元，换手率1.70%，总市值 201.55亿元。 资金流向方面，主力资金净流出270.12万元，特大单买入554.26万元，占比2.82%，卖出396.00万元，占 比2.02%；大单买入2622.19万元，占比13.36%，卖出3050.57万元，占比15.55%。 分红方面，龙旗科技A股上市后累计派现4.61亿元。 责任编辑：小浪快报 截至9月30日，龙旗科技股东户数2.70万，较上期增加15.64%；人均流通股9848股，较上期减少 13.52%。2025年1月-9月，龙旗科技实现营业收入313.32亿元，同比减少10.28%；归母净利润5.07亿元， 同比增长17.74%。 资料显示，上海龙旗科技股份有限公司位于上海市徐汇区漕宝路401号1号楼一层,香港湾仔皇后大道东 183号合和中心46楼，成立日期2004年10月27日，上市日期2024年3月1日，公司主营业务涉及智能产品 研发设计、生产制造、综合服务。主营业务收入构成为：智能手机70.44%，AIoT产品16.68%，平板电 脑9.55%，其他(补充)3. ...