Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued a work plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, emphasizing the enhancement of rare metal applications [1] Group 1: Industry Development - The plan focuses on accelerating the application verification of high-end products such as high-purity gallium, tungsten carbide, and all-solid-state battery materials in emerging industries like integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence [1] - It encourages downstream user enterprises and research institutions to open application scenarios, creating typical case studies to cultivate emerging markets [1] Group 2: Innovation and Materials - The initiative promotes the innovative application of frontier materials such as superconducting materials, liquid metals, and high-entropy alloys [1]

目前，上海形成需求、招生、培养、就业和监测联动机制，开展全市高校毕业生就业状况全口径、 长周期调研工作。当天，教育部高校学生司（高校毕业生就业服务司）向沪上高校授牌"上海市高校毕 业生跟踪调查分中心"。 为破解结构性就业矛盾，补齐学生技能短板，上海正积极推进职前培训体系建设，研习坊成为大学 生职前实践的"练兵场"。在现场，一批用人单位向2025年上海大学生职前见习坊毕业生代表颁发证书。 上海市副市长解冬等出席并宣布招聘会启动。 记者 徐瑞哲 昨天，2026届上海高校毕业生秋季校园招聘会暨长三角联合招聘会在上海交通大学闵行校区霍英东 体育中心举行，超过1000家用人单位进场招聘新一届毕业学子，共提供用人需求3.5万个，涵盖集成电 路、生物医药、人工智能等多个重点产业，实现"一地参会、岗通长三角"。 据悉，教育部门预估全市应届生源的情况显示，明年上海高校毕业生预计规模达25.8万人，其中研 究生9.1万人、本科生11.3万人、专科高职学生5.4万人。 ...

"今年我们的订单仍在持续交付中，未来几年目标是让离子注入机覆盖更多国内12英寸晶圆厂。"张长勇补充道。 （文/罗叶馨梅）芯片是人工智能算力的核心底座与性能引擎，离子注入机通过纳米级精准掺杂为AI芯片制造与性能提升提供关键工艺支撑。近日，凯世 通副总经理张长勇在接受采访时表示："作为一家半导体设备制造公司，凯世通一直专注于离子注入机领域，我们力争在这一领域做精做专，在擅长的赛 道上与进口设备实现全面竞争。" 依托先导科技集团垂直纵向全产业链整合优势，凯世通围绕半导体行业客户全生命周期需求，提供从离子注入机整机、零部件、原材料、维修、定向开 发、设备升级和置换等一站式解决方案，持续服务国内集成电路产业高质量发展。目前，公司国产离子注入机已在国内超12家12英寸晶圆厂的产线实现近 50台设备的稳定量产运行。 （校对/秋贤） 谈及发展战略，张长勇称："国际化是未来的重要方向之一。凯世通将持续推进全系列离子注入机技术突破，针对不同客户的个性化需求提供定制化解决 方案，深化与客户合作，共同推动集成电路应用创新与产业升级。" 值得注意的是，在第25届中国国际工业博览会上，凯世通还联合上海人工智能研究院等参与发布《人工智能大 ...

Core Viewpoint - The stock of Huafeng Measurement and Control has shown significant growth in 2023, with a year-to-date increase of 97.60%, indicating strong market performance and investor interest [1]. Financial Performance - For the first half of 2025, Huafeng Measurement and Control reported a revenue of 534 million yuan, representing a year-on-year growth of 40.99% [2]. - The net profit attributable to shareholders for the same period was 196 million yuan, reflecting a substantial increase of 74.04% compared to the previous year [2]. Stock Market Activity - As of September 26, the stock price was 205.01 yuan per share, with a trading volume of 5.56 billion yuan and a turnover rate of 1.96% [1]. - The company experienced a net inflow of main funds amounting to 13.11 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.56% to 7,015, while the average number of circulating shares per person increased by 11.88% to 19,320 shares [2]. - The top ten circulating shareholders include notable institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 404,410 shares [3]. Dividend Distribution - Since its A-share listing, Huafeng Measurement and Control has distributed a total of 565 million yuan in dividends, with 336 million yuan distributed over the past three years [3].

Core Viewpoint - The stock of Shanghai Silicon Industry has experienced significant fluctuations, with a notable increase in price over the past months, reflecting strong market interest and activity in the semiconductor sector [1][2]. Company Overview - Shanghai Silicon Industry Group Co., Ltd. was established on December 9, 2015, and listed on April 20, 2020. The company specializes in the research, production, and sales of semiconductor silicon wafers and other materials [1]. - The main revenue sources for the company are semiconductor silicon wafers (94.92%), entrusted processing services (4.22%), and other services (0.86%) [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 1.697 billion yuan, representing a year-on-year growth of 8.16%. However, the net profit attributable to shareholders was -367 million yuan, showing a year-on-year increase of 5.67% despite being negative [2]. - Since its A-share listing, the company has distributed a total of 110 million yuan in dividends [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Shanghai Silicon Industry was 61,300, a decrease of 5.37% from the previous period. The average number of circulating shares per person increased by 5.68% to 44,349 shares [2]. - The stock has seen a significant price increase of 34.96% year-to-date, with a 20.61% rise over the last five trading days, 22.47% over the last 20 days, and 39.03% over the last 60 days [1]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, notable changes include a decrease in holdings by 华夏上证科创板50成份ETF and an increase in holdings by 易方达上证科创板50ETF. Additionally, 香港中央结算有限公司 entered the top ten as a new shareholder [3].

谈及未来发展战略，张长勇称："国际化肯定是未来的发展方向之一。未来，凯世通将持续推进全系列 离子注入机技术突破，针对不同客户的个性化需求提供定制化解决方案，进一步深化与客户的合作，共 同推动集成电路应用创新与产业升级。" 值得注意的是，在第25届中国国际工业博览会上，凯世通还联合上海人工智能研究院等参与发布《人工 智能大模型驱动智能工厂建设导则》，旨在推动人工智能技术在集成电路装备制造领域的规模化落地与 推广。 中证报中证网讯（记者 黄一灵）芯片是人工智能算力的核心底座与性能引擎，离子注入机通过纳米级 精准掺杂为人工智能芯片的精密制造和性能提升提供关键工艺支撑。近日，上海凯世通半导体股份有限 公司（以下简称"凯世通"，万业企业旗下公司）副总经理张长勇在接受中国证券报记者采访时表 示："作为一家半导体设备制造公司，凯世通一直专注于离子注入机领域，我们力争在这一领域做精做 专，在我们擅长的赛道上和进口设备实现全面竞争。" 据介绍，依托先导科技集团垂直纵向全产业链的整合优势，凯世通围绕半导体行业客户全生命周期需 求，提供从离子注入机整机、零部件、原材料、维修、定向开发、设备升级和置换等一站式解决方案， 不断服务国内 ...

9月26日，芯朋微盘中上涨2.00%，截至11:04，报70.89元/股，成交2.72亿元，换手率2.96%，总市值 93.09亿元。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、人工 智能、DeepSeek概念、集成电路等。 截至6月30日，芯朋微股东户数1.54万，较上期增加6.19%；人均流通股8508股，较上期减少5.83%。 2025年1月-6月，芯朋微实现营业收入6.36亿元，同比增长40.32%；归母净利润9049.35万元，同比增长 106.02%。 分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 机构持仓方面，截止2025年6月30日，芯朋微十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股288.84万股，相比上期增加31.17万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1731.11万元，特大单买入1093.68万元，占比4.03%，卖出663.09万元， 占比2.44%；大单买入9341.29万元，占比34.39%，卖出8040.76万元，占比29.60%。 芯朋微今年以来股价涨6 ...

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 38.70% and a recent surge of 50.37% over the past 60 days, despite a recent decline in trading activity [1][2]. Group 1: Stock Performance - As of September 26, SMIC's stock price was 131.24 CNY per share, with a trading volume of 4.797 billion CNY and a turnover rate of 1.80%, leading to a total market capitalization of 1,049.822 billion CNY [1]. - The stock experienced a net outflow of 5.45 billion CNY in principal funds, with large orders accounting for 30.29% of purchases and 32.30% of sales [1]. - Over the past five trading days, the stock has increased by 8.16%, and over the past 20 days, it has risen by 44.14% [1]. Group 2: Financial Performance - For the first half of 2025, SMIC reported revenue of 32.348 billion CNY, reflecting a year-on-year growth of 23.14%, and a net profit attributable to shareholders of 2.301 billion CNY, which is a 39.76% increase compared to the previous year [2]. - The company's main business revenue composition is 93.83% from integrated circuit wafer foundry services and 6.17% from other services [1][2]. Group 3: Shareholder Information - As of June 30, 2025, SMIC had 252,300 shareholders, a decrease of 2.20% from the previous period, with an average of 8,223 shares held per shareholder, an increase of 2.26% [2]. - Notable institutional shareholders include the Huaxia SSE STAR 50 ETF and the E Fund SSE STAR 50 ETF, which have increased their holdings significantly [2].

分红方面，思瑞浦A股上市后累计派现9098.51万元。近三年，累计派现2476.03万元。 今年以来思瑞浦已经2次登上龙虎榜，最近一次登上龙虎榜为4月15日。 机构持仓方面，截止2025年6月30日，思瑞浦十大流通股东中，银河创新混合A（519674）位居第五大 流通股东，持股649.20万股，相比上期增加283.20万股。万家优选（161903）位居第六大流通股东，持 股430.00万股，相比上期减少70.00万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股东，持 股220.43万股，相比上期增加20.58万股。万家自主创新混合A（008120）退出十大流通股东之列。 资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成立日期2012年4月23日，上市日期2020年9月21日，公司主营业务涉及模拟集成 电路产品研发和销售。主营业务收入构成为：信号链类模拟芯片67.70%，电源类模拟芯片32.25%，其 他0.05%。 责任编辑：小浪快报 9月26日，思瑞浦盘中上涨2.16%，截至09:43，报169.44元/股，成交1.3 ...

"北京作为我国集成电路产业发展的重要高地和创新策源地，坚持开放创新、合作共赢的发展理念，推动创新链、产业链、 供应链协同发展，建立起相对完备的集成电路产业链格局，呈现出'以设计和制造为引领，装备强势支撑，封测加速成长'的 发展态势，聚集了北方华创（002371）等600余家集成电路重点企业，产业规模达2000亿……"9月24日，在2025北京微电子 国际研讨会暨IC WORLD大会上，北京市政府副秘书长许心超这样介绍北京集成电路产业高质量发展情况。 孔磊表示，北京经开区现已建成全国门类最全的量产制程体系，2024年北京经开区集成电路产业规模首次突破千亿大关， 增速位于全国首位，2025年上半年产值达528亿元，同比增长20.5%。 据悉，开幕式上还进行了北京市集成电路行业组织与产业园区、金融、人才服务机构战略合作协议签订仪式和《集成电路 系列丛书》新书发布仪式。 会议同期举行了学术论坛和博览会，80余位院士专家大咖聚焦IC制造发展、先进存储、宽禁带半导体、RISC-V、设备、材 料、零部件、工厂建设、绿色发展、投融资等方面进行学术交流。在博览会上，来自国内外顶尖的集成电路企业、高校及 科研机构等超130家集成 ...