11月20日，张江高科盘中下跌2.02%，截至10:05，报39.28元/股，成交7.83亿元，换手率1.27%，总市值 608.33亿元。 张江高科所属申万行业为：房地产-房地产开发-产业地产。所属概念板块包括：REITs概念、房屋租 赁、光刻机、集成电路、芯片概念等。 截至9月30日，张江高科股东户数26.24万，较上期增加50.84%；人均流通股5901股，较上期减少 33.71%。2025年1月-9月，张江高科实现营业收入20.04亿元，同比增长19.09%；归母净利润6.17亿元， 同比增长20.66%。 分红方面，张江高科A股上市后累计派现48.18亿元。近三年，累计派现9.63亿元。 机构持仓方面，截止2025年9月30日，张江高科十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2826.93万股，相比上期减少1926.69万股。南方中证500ETF（510500）位居第四大流通股 东，持股1128.10万股，相比上期减少17.79万股。南方中证房地产ETF发起联接A（004642）位居第五大 流通股东，持股974.68万股，相比上期减少13.59万股。中证上海国企ETF（5108 ...

Core Viewpoint - Huahai Qingke's stock price has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 20.99%, indicating volatility in the semiconductor equipment sector [1][2]. Financial Performance - For the period from January to September 2025, Huahai Qingke achieved a revenue of 3.194 billion yuan, representing a year-on-year growth of 30.28%. The net profit attributable to shareholders was 791 million yuan, reflecting a growth of 9.81% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 271 million yuan [3]. Stock Market Activity - As of November 20, Huahai Qingke's stock was trading at 132.00 yuan per share, with a market capitalization of 46.649 billion yuan. The trading volume was 2.29 billion yuan, with a turnover rate of 0.49% [1]. - The stock has seen a net outflow of 22.9738 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 112.76% to 28,900, while the average circulating shares per person decreased by 29.83% to 12,245 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by E Fund's SSE STAR 50 ETF and a decrease by Huaxia's SSE STAR 50 ETF [3].

4、公司的光模块低功耗设计技术，通过独特的电路设计和算法优化，显著降低光模块产品功耗，在 5G 通信和数据中心应用领域具有突出优势。公司产品是数据中心和 5G 通信应用领域的上游关键部件 异动分析 共封装光学(CPO)+5G+芯片概念+数据中心+人民币贬值受益 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 2、光模块目前主要应用市场包括数通市场、电信市场和新兴市场。其中数通市场是光模块增速最快的 市场，目前已超越电信市场成为第一大市场，是光模块产业未来的主流增长点；电信市场是光模块最先 发力的市场， 5G 建设将大幅拉动电信用光模块需求。公司产品是数据中心和 5G 通信应用领域的上游 关键部件。 3、根据公司互动：公司具备的是光芯片到光器件的设计制造 ...

Group 1 - The core point of the article highlights the recent stock performance of Xinhenghui, which has seen a year-to-date increase of 59.63%, but has experienced a decline of 5.72% in the last five trading days, 14.88% in the last 20 days, and 20.48% in the last 60 days [1] - As of November 19, Xinhenghui's stock price was reported at 66.44 yuan per share, with a total market capitalization of 15.916 billion yuan [1] - The company has been active in the stock market, appearing on the "龙虎榜" (Dragon and Tiger List) 13 times this year, with the most recent appearance on August 25, where it recorded a net buy of 169 million yuan [1] Group 2 - Xinhenghui operates in the electronic industry, specifically in the semiconductor materials sector, and is involved in concepts such as eSIM, integrated circuits, and chip concepts [2] - For the period from January to September 2025, Xinhenghui reported a revenue of 700 million yuan, reflecting a year-on-year growth of 18.12%, while the net profit attributable to shareholders decreased by 11.72% to 120 million yuan [2] - The company has distributed a total of 120 million yuan in dividends since its A-share listing [3] Group 3 - As of September 30, 2025, Xinhenghui had 30,000 shareholders, a decrease of 19.55% from the previous period, with an average of 1,515 circulating shares per shareholder, which is an increase of 24.31% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest shareholder, holding 254,400 shares as a new shareholder [3]

11月19日，晓程科技盘中上涨2.01%，截至13:19，报23.91元/股，成交2.83亿元，换手率5.11%，总市值 65.51亿元。 截至11月10日，晓程科技股东户数6.16万，较上期减少4.96%；人均流通股3795股，较上期增加5.22%。 2025年1月-9月，晓程科技实现营业收入3.79亿元，同比增长59.66%；归母净利润7680.04万元，同比增 长88.94%。 分红方面，晓程科技A股上市后累计派现9973.60万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，晓程科技十大流通股东中，黄金股ETF（517520）位居第二大流 通股东，持股449.93万股，相比上期增加202.68万股。前海开源金银珠宝混合A（001302）位居第四大 流通股东，持股409.78万股，为新进股东。华夏中证沪深港黄金产业股票ETF（159562）位居第九大流 通股东，持股90.67万股，为新进股东。博时主题行业混合（160505）、广发策略优选混合（270006） 退出十大流通股东之列。 责任编辑：小浪快报 今年以来晓程科技已经15次登上龙虎榜，最近一次登上龙虎榜为10月9日，当日龙 ...

Core Viewpoint - Zhangjiang Hi-Tech's stock price has shown significant volatility, with a year-to-date increase of 52.48% and a recent 6.10% rise over the last five trading days, indicating strong market interest and potential growth opportunities [1][2]. Financial Performance - For the period from January to September 2025, Zhangjiang Hi-Tech reported a revenue of 2.004 billion yuan, reflecting a year-on-year growth of 19.09%, and a net profit attributable to shareholders of 617 million yuan, which is a 20.66% increase compared to the previous year [2]. - Cumulatively, the company has distributed 4.818 billion yuan in dividends since its A-share listing, with 963 million yuan distributed over the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 262,400, a rise of 50.84%, while the average number of circulating shares per person decreased by 33.71% to 5,901 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 28.2693 million shares, a decrease of 19.2669 million shares from the previous period [3].

Core Viewpoint - The stock of Hubei Feilihua Quartz Glass Co., Ltd. has experienced a significant increase of 96.10% year-to-date, but has recently shown a downward trend in the short term, with a 3.87% decline over the last five trading days and a 22.71% decline over the last 60 days [1]. Financial Performance - For the period from January to September 2025, Feilihua achieved a revenue of 1.382 billion yuan, representing a year-on-year growth of 5.17%. The net profit attributable to shareholders was 334 million yuan, reflecting a substantial increase of 42.23% year-on-year [2]. - The company has distributed a total of 677 million yuan in dividends since its A-share listing, with 275 million yuan distributed over the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Feilihua increased to 31,400, up by 115.79% from the previous period. The average number of circulating shares per shareholder decreased by 53.66% to 16,346 shares [2]. - The stock has seen significant trading activity, with a net outflow of 17.62 million yuan in principal funds recently, and notable buying and selling volumes on the trading day mentioned [1]. Company Overview - Hubei Feilihua Quartz Glass Co., Ltd. specializes in the production and sales of high-performance quartz glass materials and products, primarily serving sectors such as optical communications, semiconductors, solar energy, and aerospace. The revenue composition is 70.80% from quartz glass materials, 28.91% from quartz glass products, and 0.30% from other sources [1].

Core Viewpoint - Shanghai Xinyang's stock price has shown significant fluctuations, with a year-to-date increase of 46.31% and a recent decline over the past 20 days, indicating volatility in the semiconductor materials sector [1][2]. Company Overview - Shanghai Xinyang Semiconductor Materials Co., Ltd. was established on May 12, 2004, and listed on June 29, 2011. The company specializes in the R&D, production, sales, and service of key process materials and equipment for integrated circuit manufacturing and advanced packaging, as well as environmentally friendly functional coatings [1]. - The revenue composition of Shanghai Xinyang includes: 74.93% from integrated circuit materials, 20.86% from coatings, 2.76% from supporting equipment and accessories for integrated circuits, 1.34% from integrated circuit plating processing, and 0.11% from other sources [1]. Financial Performance - For the period from January to September 2025, Shanghai Xinyang achieved a revenue of 1.394 billion yuan, representing a year-on-year growth of 30.62%. The net profit attributable to the parent company was 211 million yuan, reflecting a year-on-year increase of 62.70% [2]. - Since its A-share listing, Shanghai Xinyang has distributed a total of 458 million yuan in dividends, with 189 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Xinyang was 44,900, a decrease of 1.17% from the previous period. The average circulating shares per person increased by 1.18% to 6,202 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.3845 million shares, a decrease of 19,000 shares compared to the previous period. The Guolian An Zhongzheng All-Index Semiconductor Products and Equipment ETF (007300) has exited the list of top ten circulating shareholders [3].

Core Viewpoint - Guangxun Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 11.94% but a decline in the last five and twenty trading days [1][2] Financial Performance - For the period from January to September 2025, Guangxun Technology achieved a revenue of 8.532 billion yuan, representing a year-on-year growth of 58.65% [2] - The net profit attributable to shareholders for the same period was 719 million yuan, reflecting a year-on-year increase of 54.95% [2] Stock Market Activity - As of November 18, Guangxun Technology's stock price was 58.11 yuan per share, with a market capitalization of 46.886 billion yuan [1] - The stock has experienced a net inflow of 12.627 million yuan from main funds, with significant buying and selling activity noted [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 147,300, up by 13.14% from the previous period [2] - The average number of circulating shares per shareholder decreased by 10.88% to 5,292 shares [2] Dividend Distribution - Guangxun Technology has distributed a total of 1.641 billion yuan in dividends since its A-share listing, with 537 million yuan distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, increasing its holdings by 4.0608 million shares [3] - New institutional shareholders include Debon Xinxing Value A and Guotai Junan CSI All Share Communication Equipment ETF [3]

Core Viewpoint - Mingyang Smart Energy experienced a stock price decline of 2.04% on November 18, with a current price of 13.96 CNY per share and a total market capitalization of 31.71 billion CNY [1] Group 1: Stock Performance - Year-to-date, Mingyang Smart Energy's stock price has increased by 13.29%, but it has seen a decline of 9.17% over the last five trading days and 8.34% over the last twenty days [1] - The stock's performance over the last sixty days shows an increase of 11.59% [1] Group 2: Financial Performance - For the period from January to September 2025, Mingyang Smart Energy reported a revenue of 26.30 billion CNY, representing a year-on-year growth of 29.98% [2] - The company's net profit attributable to shareholders was 766 million CNY, which reflects a year-on-year decrease of 5.29% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Mingyang Smart Energy reached 129,300, an increase of 8.84% from the previous period [2] - The average number of circulating shares per shareholder decreased by 8.12% to 17,564 shares [2] Group 4: Dividend Information - Mingyang Smart Energy has distributed a total of 2.86 billion CNY in dividends since its A-share listing, with 1.99 billion CNY distributed over the last three years [3] Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 65.28 million shares, a decrease of 3.12 million shares from the previous period [3] - HSBC Jintrust Low Carbon Pioneer Stock A has exited the list of the top ten circulating shareholders [3]