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 Insights - Fudan Microelectronics shares increased by 2.01% on November 13, reaching 57.40 CNY per share, with a total market capitalization of 47.15 billion CNY [1] Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses [2] - The company operates through two main segments: design, development, and sales of integrated circuits, and providing integrated circuit testing services. It also engages in manufacturing probe cards and offers various technology consulting services [2] - The revenue composition includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), integrated circuit testing services (4.15%), and rental income (0.09%) [2] Financial Performance - As of September 30, the number of shareholders increased by 26.42% to 27,500, while the average number of tradable shares per person decreased by 20.91% to 19,562 shares [3] - For the period from January to September 2025, the company reported revenue of 3.024 billion CNY, a year-on-year increase of 12.70%, while net profit attributable to shareholders decreased by 22.69% to 330 million CNY [3] Dividend and Shareholding - Since its A-share listing, Fudan Microelectronics has distributed a total of 311 million CNY in dividends, with 258 million CNY distributed over the past three years [4] - As of September 30, 2025, notable institutional shareholders include: - Harvest CSI Star Market Chip ETF (588200) as the fifth largest shareholder, holding 7.3177 million shares, a decrease of 336,900 shares from the previous period - Hong Kong Central Clearing Limited as the eighth largest shareholder, holding 6.8043 million shares, an increase of 1.0204 million shares - Southern Military Reform Flexible Allocation Mixed A (004224) as the ninth largest shareholder, holding 6.4227 million shares, an increase of 767,800 shares - Southern CSI 500 ETF (510500) as the tenth largest shareholder, holding 4.7347 million shares, a new entry [4]

Group 1 - The core viewpoint of the news is that Fudan Microelectronics has experienced a decline in stock price and trading activity, with a notable drop in net profit year-on-year despite revenue growth [1][3]. Group 2 - Fudan Microelectronics, established on July 10, 1998, and listed on August 4, 2021, operates primarily in the integrated circuit (IC) sector, focusing on design, development, and sales of ICs, as well as providing testing services [2]. - The company's revenue composition includes 37.04% from FPGA and other products, 23.92% from non-volatile memory, 21.35% from security and identification chips, 13.46% from smart meter chips, and 4.15% from IC testing services [2]. - As of September 30, 2025, the number of shareholders increased by 26.42% to 27,500, while the average circulating shares per person decreased by 20.91% to 19,562 shares [3]. - For the period from January to September 2025, Fudan Microelectronics reported a revenue of 3.024 billion yuan, a year-on-year increase of 12.70%, while net profit attributable to shareholders decreased by 22.69% to 330 million yuan [3]. - The company has distributed a total of 311 million yuan in dividends since its A-share listing, with 258 million yuan distributed over the past three years [4]. - Among the top ten circulating shareholders as of September 30, 2025, notable changes include a decrease in holdings by the fifth-largest shareholder and an increase by the eighth-largest shareholder [4].

Core Viewpoint - Jiewate Microelectronics Co., Ltd. has shown significant stock price fluctuations and financial performance, with a notable increase in revenue but a net loss in profit for the year 2025. Group 1: Stock Performance - On November 12, Jiewate's stock rose by 2.01%, reaching 41.10 CNY per share, with a trading volume of 124 million CNY and a turnover rate of 1.15%, resulting in a total market capitalization of 18.508 billion CNY [1] - Year-to-date, Jiewate's stock price has increased by 34.27%, but it has experienced a decline of 9.79% over the last five trading days and 23.63% over the last 20 days, while it has risen by 39.09% over the last 60 days [1] - Jiewate has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 15, where it recorded a net purchase of 195 million CNY [1] Group 2: Company Overview - Jiewate Microelectronics, established on March 18, 2013, and listed on December 23, 2022, specializes in the research and sales of analog integrated circuits, providing high-efficiency, high-performance, and high-reliability solutions [2] - The company's revenue composition includes 93.09% from power management chips, with DC-DC chips accounting for 56.79%, AC-DC chips for 20.48%, and linear power chips for 14.40% [2] - As of September 30, 2025, Jiewate reported a revenue of 1.942 billion CNY, reflecting a year-on-year growth of 63.01%, while the net profit attributable to shareholders was -460 million CNY, a year-on-year increase of 9.29% [2] Group 3: Shareholder Structure - As of September 30, 2025, Jiewate had 12,400 shareholders, an increase of 12.90% from the previous period, with an average of 21,255 circulating shares per shareholder, a decrease of 11.43% [2] - Among the top ten circulating shareholders, the largest shareholder is the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, holding 6.084 million shares, a decrease of 283,700 shares from the previous period [3] - New entrants among the top ten shareholders include Nu'an Pioneer Mixed A and Huitianfu Technology Innovation Mixed A, while several funds have exited the list [3]

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].

Group 1 - The core point of the news is that Jiewate Microelectronics Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 33% but a recent decline of 13.20% over the last five trading days [1] - As of November 11, Jiewate's stock price was 40.71 CNY per share, with a total market capitalization of 18.33 billion CNY [1] - The company has seen a net outflow of main funds amounting to 30.66 million CNY, with large orders showing a buy of 29.44 million CNY and a sell of 49.38 million CNY [1] Group 2 - Jiewate was established on March 18, 2013, and went public on December 23, 2022, focusing on the research and sales of analog integrated circuits [2] - The company's main business revenue composition includes power management chips at 93.09%, with DC-DC chips making up 56.79% and AC-DC chips at 20.48% [2] - As of September 30, 2025, Jiewate reported a revenue of 1.942 billion CNY, a year-on-year increase of 63.01%, while the net profit attributable to shareholders was -460 million CNY, a year-on-year increase of 9.29% [2] Group 3 - As of September 30, 2025, Jiewate's top ten circulating shareholders include notable funds such as the Harvest Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF, which holds 6.084 million shares [3] - The number of shareholders increased by 12.90% to 12,400, while the average circulating shares per person decreased by 11.43% to 21,255 shares [2]

Core Insights - Jiewate's stock price increased by 2.00% on November 7, reaching 45.29 CNY per share, with a total market capitalization of 20.395 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.96%, but has experienced a decline of 9.73% over the last five trading days and 19.11% over the last twenty days [1] - Jiewate's main business involves the research and sales of analog integrated circuits, with a revenue composition heavily weighted towards power management chips [2] Financial Performance - For the period from January to September 2025, Jiewate achieved a revenue of 1.942 billion CNY, representing a year-on-year growth of 63.01%, while the net profit attributable to shareholders was -460 million CNY, a year-on-year increase of 9.29% [2] - The company has appeared on the trading leaderboard twice this year, with the most recent instance on August 15, where it recorded a net purchase of 195 million CNY [1] Shareholder Structure - As of September 30, 2025, Jiewate had 12,400 shareholders, an increase of 12.90% from the previous period, with an average of 21,255 circulating shares per shareholder, a decrease of 11.43% [2] - Notable changes in institutional holdings include a decrease in shares held by the third-largest shareholder, while new shareholders have entered the top ten list [3]

Core Viewpoint - Dongxin Semiconductor Co., Ltd. has shown significant stock performance with a year-to-date increase of 281.04%, reflecting strong market interest and trading activity [1][2]. Company Overview - Dongxin Semiconductor, established on November 26, 2014, and listed on December 10, 2021, focuses on the research, design, and sales of general-purpose storage chips with a revenue composition of NAND (57.08%), MCP (25.88%), DRAM (10.43%), NOR (6.15%), and others [2]. - The company operates within the electronic semiconductor industry, specifically in digital chip design, and is involved in various concept sectors including automotive chips and consumer electronics [2]. Financial Performance - For the period from January to September 2025, Dongxin Semiconductor reported a revenue of 573 million yuan, marking a year-on-year growth of 28.09%, while the net profit attributable to shareholders was -146 million yuan, a decrease of 12.16% compared to the previous year [2]. - The company has distributed a total of 135 million yuan in dividends since its A-share listing, with 55.72 million yuan distributed over the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, with an average of 8,627 shares held per shareholder, a decrease of 62.75% [2]. - Notable institutional shareholders include the Harvest CSI Star Market Chip ETF, which is the third-largest shareholder, and new entrants like Hong Kong Central Clearing Limited and Guolian An Semiconductor ETF [3].

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is experiencing growth in the automotive electronics and consumer electronics sectors, particularly in power management and fast charging protocol chips. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022. The company is based in Zhuhai, Guangdong Province, and specializes in the research and sales of power management and fast charging protocol chips [7]. - The main revenue composition of the company includes power management at 65.15%, mixed-signal SoC at 22.02%, battery management at 12.33%, and other categories at 0.49% and 0.01% [7]. Group 2: Product Development - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards, which have been adopted by domestic and international automotive manufacturers and are now in mass production [2]. - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2]. - The company has established itself as a major supplier of power management and fast charging protocol chips in the consumer electronics market, leveraging its advantages in mobile power banks and fast charging adapters [2]. Group 3: Market Position and Recognition - Yingjixin has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies that excel in niche markets, innovation, and market share [3]. - As of September 30, 2025, the company reported a revenue of 1.169 billion yuan, representing a year-on-year growth of 14.16%, and a net profit of 114 million yuan, with a year-on-year increase of 28.54% [8].

Core Insights - The stock of Shengjing Microelectronics has increased by 2.24% on November 6, reaching a price of 42.48 CNY per share, with a total market capitalization of 4.276 billion CNY [1] - The company has seen a year-to-date stock price increase of 13.92%, with a recent five-day increase of 1.38% and a 60-day increase of 6.49% [1] - Shengjing Microelectronics operates in the semiconductor industry, focusing on high-performance, ultra-low power chip design [2] Financial Performance - For the period from January to September 2025, Shengjing Microelectronics reported a revenue of 346 million CNY, reflecting a year-on-year growth of 0.68%, and a net profit attributable to shareholders of 19.25 million CNY, up by 1.20% [2] - The company has distributed a total of 50.33 million CNY in dividends since its A-share listing [3] Shareholder Information - As of October 31, 2025, the number of shareholders for Shengjing Microelectronics is 13,500, a decrease of 13.32% from the previous period, with an average of 4,726 circulating shares per shareholder, an increase of 15.36% [2] - The top ten circulating shareholders include notable funds, with Dazhong Zhongzheng 360 Internet + Index A being the seventh largest shareholder, holding 405,500 shares, a decrease of 12,200 shares from the previous period [3]