Company Overview - Tianyue Advanced Technology Co., Ltd. is located in Jinan, Shandong Province, and was established on November 2, 2010. The company went public on January 12, 2022. Its main business involves the research, production, and sales of silicon carbide substrates, with revenue composition being 82.83% from silicon carbide semiconductor materials and 17.17% from other sources [2]. Stock Performance - As of September 25, Tianyue Advanced's stock price increased by 69.92% year-to-date, with a 2.47% rise over the last five trading days, 31.20% over the last 20 days, and 51.81% over the last 60 days [2]. - The stock was traded at 87.00 CNY per share, with a market capitalization of 42.162 billion CNY as of September 25 [1]. Trading Activity - On September 25, the net outflow of main funds was 6.2956 million CNY, with large orders accounting for 20.92% of total buy and 25.57% of total sell [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on September 5, where it recorded a net buy of -28.6282 million CNY [2]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include various ETFs, with notable changes in holdings. For instance, the Huaxia SSE Sci-Tech 50 ETF reduced its holdings by 56,200 shares, while the E Fund SSE Sci-Tech 50 ETF increased its holdings by 203,700 shares [3].

Group 1 - The article highlights the importance of weekly announcements related to the stock market, including key events such as suspensions, investments, acquisitions, and performance reports, which help investors identify potential opportunities and risks [1] - Specific companies are mentioned for their involvement in advanced technologies: one company provides components for lithography machines, while another has launched its first KrF process front-end coating and developing equipment, with clients including Xinkailai [1] - A company is noted for delivering the first high-speed testing machine used in the semiconductor memory testing segment, which is applicable in storage chips, computing power, AR/VR, and robotics [1]

Strong Stocks - As of September 24, the Shanghai Composite Index rose by 0.83% to 3853.64 points, the Shenzhen Component Index increased by 1.8% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [1] - A total of 87 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Hongdou Co., Ltd. (600400), Sunflower (300111), and Hanhigh Group (001221) [1] - Detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and industry classifications [1] Strong Concept Sectors - The top three concept sectors with the highest gains are: SMIC International Concept with a gain of 5.41%, National Big Fund Holdings with a gain of 4.83%, and BC Battery with a gain of 4.3% [2] - The top 10 concept sectors show a significant percentage of rising constituent stocks, with SMIC International Concept having 95.06% of its stocks rising [2] - Other notable sectors include Storage Chips and Advanced Packaging, both showing positive performance with gains of 4.18% and 3.38% respectively [2]

调研基本信息投资者活动关系类别：特定对象调研时间：2025年9月24日（周三）地点：河北省石家庄 市鹿泉经济开发区昌盛大街21号参与单位名称：光大证券、中国银河证券、信达澳亚基金、长江证券、 兴业证券、东北证券、国信证券、浙商证券、中信证券、海通通信上市公司接待人员姓名：副总经理邹 勇明；副总经理、财务总监、董事会秘书董惠；证券部相关工作人员 9月24日，河北中瓷电子科技股份有限公司（证券代码：003031，证券简称：中瓷电子）接待了包括光 大证券、中国银河证券等在内的10家机构的特定对象调研。公司副总经理邹勇明、副总经理兼财务总监 及董事会秘书董惠等相关人员参与接待。以下为本次调研的详细情况： 调研精彩要点上半年净利润增长原因：2025年上半年净利润增长得益于高端产品放量，同时降本增效成 果显著，公司盈利能力大幅提升。行业发展机遇：AI算力需求增长推动数字经济发展，带动半导体、 通信等行业持续增长，光模块等电子元器件和半导体设备市场规模上升。在第三代半导体氮化镓通信基 站射频芯片与器件领域，公司将进一步提升市场占有率；碳化硅功率模块领域，上半年碳化硅芯片晶圆 工艺线由6英寸升级为8英寸，已通线，处于产品升级 ...

来源：新浪证券-红岸工作室 9月24日，汇成真空涨6.42%，成交额13.78亿元，换手率18.61%，总市值185.71亿元。 异动分析 芯片概念+第三代半导体+苹果概念+PET铜箔+专精特新 1、招股说明书：镀膜设备作为芯片制造过程中核心的三大设备（光刻、刻蚀和镀膜）之一，对设备的 可靠性、稳定性和一致性提出了极高的要求。公司产品主要为 PVD 真空镀膜设备。根据公司官网，公 司原子层沉积(ALD)技术是将物质以单原子膜形式过循环反应逐层沉积在基底表面，形成对复杂形貌的 基底表面全覆盖成膜的方法，在结构复杂、薄膜厚度要求精准的先进逻辑芯片、DRAM和3D NAND制 造中，ALD是必不可少的核心设备之一。 2、根据2024年年报：六英寸碳化硅晶圆高温氧化炉多片机开发已完成设备开发 3、据招股说明书：发行人主要客户包括苹果公司、富士康、比亚迪、捷普、沃格光电、日久光电、宏 旺等国内外知名企业和科研院所，该等客户较多是行业内知名的生产企业，公司凭借自身生产能力、产 品和服务质量、技术创新、快速响应等多方面的优势获得了这些国内外大型知名企业的认可，并进入了 其供应链体系。 4、根据公司招股说明书：公司目前已推向 ...

Core Viewpoint - The company, Zhejiang Jingsheng Mechanical & Electrical Co., Ltd., is experiencing robust growth in its semiconductor equipment business, driven by the ongoing development of the semiconductor industry and the acceleration of domestic production processes. Group 1: Semiconductor Equipment Orders - The company has a substantial backlog of semiconductor equipment contracts, with over 3.7 billion yuan (including tax) in unfulfilled contracts as of June 30, 2025 [1]. Group 2: Semiconductor Equipment Sector - The company has achieved domestic production of 8-12 inch large silicon wafer equipment and is expanding into chip manufacturing and advanced packaging sectors. It holds a leading market share in the silicon wafer manufacturing segment, with clients including top semiconductor material manufacturers like Zhonghuan [1]. - In the compound semiconductor equipment sector, the company focuses on the research and development of third-generation silicon carbide equipment, successfully overcoming several core technological challenges in crystal growth, processing, and epitaxy [1]. - In the renewable energy photovoltaic equipment sector, the company has established a closed industrial chain for core equipment in silicon wafers, battery cells, and modules, positioning itself as a leading supplier in both technology and scale [1]. Group 3: Silicon Carbide Substrate Material - Silicon carbide, as a core representative of third-generation semiconductor materials, has significant application potential in high-voltage and high-temperature environments, particularly in electric vehicle drive systems and emerging fields like AR devices [1]. - The company has achieved large-scale production and sales of 6-8 inch silicon carbide substrates, with core parameters reaching industry-leading levels. It is actively expanding its global customer validation and has received bulk orders from some international clients [1]. - The company has made breakthroughs in 12-inch conductive silicon carbide single crystal growth technology, with product specifications meeting advanced industry standards. It is also developing optical-grade silicon carbide materials and advancing the industrialization of 12-inch substrates [1]. - The company is establishing production capacity with projects including an annual output of 300,000 silicon carbide substrates in Shangyu, an 8-inch silicon carbide substrate industrialization project in Penang, Malaysia, and a project in Yinchuan for an annual output of 600,000 8-inch silicon carbide substrates [1]. Group 4: Silicon Carbide Equipment Sector - The company is developing silicon carbide crystal growth and processing equipment to meet its own production capacity needs, creating technological, process, and cost barriers. It has achieved domestic substitution for 6-8 inch silicon carbide epitaxy equipment, leading the market share with clients including industry leaders like Hantian Tiancheng [1].

证券代码：300316 证券简称：晶盛机电 浙江晶盛机电股份有限公司投资者关系活动记录表 编号：2025-8 | 投资者关系活动 | √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 类别 | □新闻发布会 □路演活动 □现场参观 □电话会议 □其他 | | 参与单位名称及 | 参见附件：参会投资者清单。 | | 人员姓名 | | | 时间 | 2025 年 9 月 23 日—24 日 | | 地点 | 杭州 | | 上市公司接待人 | 董事长 曹建伟 | | 员姓名 | 投资者关系 林婷婷 | | | 1、请问公司半导体装备订单情况？ | | | 答：受益于半导体行业持续发展及国产化进程加快，公司半导 | | | 体业务持续发展，截至 2025 年 6 月 30 日，公司未完成集成电路及 | | | 化合物半导体装备合同超 37 亿元（含税）。 | | | 2、公司在半导体设备板块的布局？ | | | 答：在半导体集成电路装备领域，公司实现半导体 8-12 英寸大 | | 投资者关系活动 | 硅片设备的国产化，并延伸拓展至芯片制造和先进封装领域。在化 | | 主要内 ...

Group 1 - The third-generation semiconductor concept increased by 3.35%, ranking 9th among concept sectors, with 136 stocks rising, including Jiangfeng Electronics which hit a 20% limit up [1] - Notable gainers in the sector included Huanghai Xuanfeng, Beifang Huachuang, and Tongfu Microelectronics, all reaching their daily limit up, while Changfei Fiber, Kexin Innovation, and Dongni Electronics saw declines of 5.94%, 4.90%, and 3.47% respectively [1][2] Group 2 - The third-generation semiconductor sector attracted a net inflow of 6.5 billion yuan, with 94 stocks receiving net inflows, and 20 stocks exceeding 100 million yuan in net inflow [2] - The top net inflow stock was Tongfu Microelectronics with 1.273 billion yuan, followed by Beifang Huachuang, Changdian Technology, and Deep Technology with net inflows of 1.215 billion yuan, 920 million yuan, and 917 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Huanghai Xuanfeng, Tongfu Microelectronics, and Deep Technology led with net inflow rates of 47.12%, 35.94%, and 28.05% respectively [3] - The trading volume and turnover rates for key stocks in the third-generation semiconductor sector were significant, with Jiangfeng Electronics showing a turnover rate of 18.27% and a daily increase of 20% [3][4]

Core Viewpoint - The stock of Sda Semiconductor has shown significant growth in recent months, with a notable increase in both share price and trading volume, indicating strong investor interest and confidence in the company's performance [1][2]. Group 1: Stock Performance - As of September 24, Sda Semiconductor's stock price increased by 2.04% to 110.28 CNY per share, with a trading volume of 577 million CNY and a turnover rate of 2.21%, resulting in a total market capitalization of 26.409 billion CNY [1]. - Year-to-date, the stock price has risen by 23.65%, with a 3.18% increase over the last five trading days, a 12.28% increase over the last 20 days, and a 36.49% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Sda Semiconductor reported a revenue of 1.936 billion CNY, representing a year-on-year growth of 26.25%, while the net profit attributable to shareholders was 275 million CNY, showing a slight increase of 0.26% [2]. - The company has distributed a total of 885 million CNY in dividends since its A-share listing, with 671 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Sda Semiconductor was 53,900, a decrease of 5.10% from the previous period, while the average number of circulating shares per shareholder increased by 5.37% to 4,440 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 4.2794 million shares, an increase of 763,500 shares from the previous period, while Southern CSI 500 ETF and Guolian An CSI All-Index Semiconductor Products and Equipment ETF also increased their holdings [3].

秋招季，广东揽才再出"大招"！ 9月23日，由教育部和广东省委、省政府联合举办的"百万英才汇南粤"2025年N城联动秋季招聘活动在北京、上海同步 启动。其中，上海启动式暨上海、山东地区首场招聘活动在上海交通大学举行。 证券时报记者从上海交通大学专场招聘活动现场获悉，参加招聘的226家企业单位中，不乏华为、腾讯、比亚迪和影石等 知名企业，被认誉为"校招天团"，而招聘企业单位开出的薪酬中，最高可达年薪百万。 年薪100万元以上岗位119个 上海交通大学体育馆内，前来应聘的高校学子络绎不绝，不少知名企业的展位前都排起了长队。 最受追捧的企业当属比亚迪，展台前的排队队伍已挡住了通道，企业招聘人员正与应聘者沟通相关事项。 招聘信息显示，比亚迪拟招聘120人，岗位涉及高级软件工程师、高级机械工程师和高级算法工程师等，学历要求硕士研 究生以上，开出的薪酬为1.7万—4万元/月。 参与招聘的企业里，亦有不少岗位开出了百万年薪。记者注意到，有公司对智能化模型与算法研究、大语言模型异构与虚 拟化等多个岗位都开出了最高100万元/年的薪酬。 据统计，在上海交通大学专场招聘活动中，参聘企业单位226家，提供岗位1.59万个。其中，本 ...