Core Viewpoint - The stock of Unisoc Microelectronics has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 64.325 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, Unisoc Microelectronics achieved a revenue of 4.904 billion yuan, reflecting a year-on-year growth of 15.05%, while the net profit attributable to shareholders was 1.263 billion yuan, up by 25.04% [2]. - The company has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, the stock price of Unisoc Microelectronics was 75.71 yuan per share, with a trading volume of 759 million yuan and a turnover rate of 1.17% [1]. - The stock has seen a year-to-date increase of 18.00%, but has declined by 5.11% over the last five trading days and 11.48% over the last twenty days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 9, where it recorded a net purchase of 357 million yuan [1]. Shareholder Structure - As of October 31, the number of shareholders for Unisoc Microelectronics was 183,800, an increase of 2.27% from the previous period, with an average of 4,620 circulating shares per person, a decrease of 2.22% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 33.8843 million shares, which increased by 17.09 million shares compared to the previous period [3].

Core Viewpoint - The stock of KLA Electric has shown a slight increase of 2.05% on November 12, with a current price of 19.91 CNY per share and a total market capitalization of 5.22 billion CNY [1] Financial Performance - For the period from January to September 2025, KLA Electric reported a revenue of 323 million CNY, representing a year-on-year decrease of 14.73%. The net profit attributable to shareholders was 22.82 million CNY, down 32.55% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 193 million CNY, with 69.72 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for KLA Electric is 43,000, a decrease of 10.07% from the previous period. The average number of circulating shares per shareholder has increased by 11.19% to 6,101 shares [2] - The top ten circulating shareholders include several ETFs focused on robotics, with notable increases in holdings for 华夏中证机器人ETF and 易方达国证机器人产业ETF [3] Stock Performance - Year-to-date, KLA Electric's stock price has increased by 0.34%, with a 3.27% rise over the last five trading days. However, it has seen a decline of 6.44% over the past 20 days [1]

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].

Core Viewpoint - The stock of Kelaimechatronics has shown fluctuations with a recent increase of 2.02%, while the company faces a decline in revenue and profit year-on-year [1][2]. Financial Performance - As of September 30, Kelaimechatronics reported a revenue of 323 million yuan, a year-on-year decrease of 14.73% [2]. - The net profit attributable to shareholders for the same period was 22.82 million yuan, down 32.55% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 193 million yuan, with 69.72 million yuan distributed over the past three years [3]. Stock Market Activity - The stock price is currently at 19.70 yuan per share, with a market capitalization of 5.165 billion yuan [1]. - The trading volume shows a net inflow of 2.97 million yuan from main funds, with significant buying activity from large orders [1]. - Year-to-date, the stock has decreased by 0.72%, with a recent 5-day increase of 1.81% [1]. Shareholder Information - The number of shareholders has decreased by 10.07% to 43,000, while the average number of circulating shares per person has increased by 11.19% to 6,101 shares [2]. - Notable institutional shareholders include Huaxia CSI Robot ETF and E Fund CSI Robot Industry ETF, with increases in their holdings [3].

Core Viewpoint - The stock price of Jiejie Microelectronics has experienced a decline of 14.58% this year, with recent trading showing slight fluctuations, while the company continues to show growth in revenue and profit [2]. Group 1: Stock Performance - As of November 10, Jiejie Microelectronics' stock rose by 2.00% to 29.05 CNY per share, with a total market capitalization of 24.172 billion CNY [1]. - The company has seen a year-to-date stock price decrease of 14.58%, with a 0.31% drop over the last five trading days and an 8.79% decline over the last 20 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Jiejie Microelectronics reported a revenue of 2.502 billion CNY, reflecting a year-on-year growth of 24.70%, and a net profit attributable to shareholders of 347 million CNY, which is a 4.30% increase [2]. - The company has distributed a total of 599 million CNY in dividends since its A-share listing, with 237 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of October 31, 2025, the number of shareholders for Jiejie Microelectronics was 89,200, a decrease of 3.46% from the previous period, with an average of 8,601 circulating shares per shareholder, an increase of 9.48% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.8008 million shares, an increase of 1.2678 million shares from the previous period, while the Southern CSI 500 ETF has reduced its holdings by 103,300 shares [3].

Core Viewpoint - The stock of Pirey Co., Ltd. has experienced a decline of 11.80% year-to-date, with recent trading showing mixed performance, indicating potential volatility in the semiconductor sector [1][2]. Financial Performance - For the period from January to September 2025, Pirey Co., Ltd. reported a revenue of 102 million yuan, representing a year-on-year decrease of 32.88% [2]. - The net profit attributable to the parent company for the same period was 20.11 million yuan, down 61.73% year-on-year [2]. Stock Market Activity - As of November 7, the stock price of Pirey Co., Ltd. was 14.16 yuan per share, with a market capitalization of 4.531 billion yuan [1]. - The stock has seen a trading volume of 81.02 million yuan and a turnover rate of 3.08% on the same day [1]. - The net outflow of main funds was 15.64 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of October 20, the number of shareholders for Pirey Co., Ltd. was 32,100, a decrease of 1.43% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.45% to 5,754 shares [2]. Dividend Distribution - Since its A-share listing, Pirey Co., Ltd. has distributed a total of 58.02 million yuan in dividends, with 31.78 million yuan distributed over the past three years [3]. Company Overview - Pirey Co., Ltd. specializes in the research, production, testing, and sales of power semiconductor devices and systems, with 91.60% of its revenue coming from power electronic devices [1]. - The company is categorized under the semiconductor industry, focusing on concepts such as silicon carbide and third-generation semiconductors [1].

Core Insights - The stock price of ChipLink Integrated has increased by 24.95% year-to-date, with a recent rise of 2.07% on November 7, reaching 6.41 CNY per share [2][1] - The company reported a revenue of 5.422 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 19.23%, while the net profit attributable to shareholders was -463 million CNY, a 32.32% increase compared to the previous year [2] Company Overview - ChipLink Integrated Circuit Manufacturing Co., Ltd. was established on March 9, 2018, and went public on May 10, 2023. The company is located in Shaoxing, Zhejiang Province [2] - The main business areas include wafer foundry and module packaging testing in MEMS and power devices, providing one-stop system foundry solutions [2] - The revenue composition is as follows: 85.96% from integrated circuit wafer manufacturing, 9.24% from module packaging, 3.58% from other services, and 1.21% from R&D services [2] Market Performance - As of November 7, the trading volume was 4.61 billion CNY with a turnover rate of 1.66%, and the total market capitalization was 53.733 billion CNY [1] - The stock has experienced a 4.04% decline over the past 20 days, but a significant increase of 23.75% over the last 60 days [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 139,800, with an average of 31,681 circulating shares per person, a decrease of 0.34% [2] - The top shareholders include E Fund's SSE STAR 50 ETF and Huaxia's SSE STAR 50 ETF, with significant reductions in their holdings [3]

Core Viewpoint - Longji Technology's stock price has shown fluctuations, with a recent increase of 2.01% and a total market capitalization of 70.968 billion yuan, despite a year-to-date decline of 2.58% [1] Financial Performance - For the period from January to September 2025, Longji Technology achieved operating revenue of 28.669 billion yuan, representing a year-on-year growth of 14.78%, while the net profit attributable to shareholders decreased by 11.39% to 0.954 billion yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 17.94% to 376,300, with an average of 4,755 circulating shares per person, which is a decrease of 15.21% [2] - The company has distributed a total of 1.533 billion yuan in dividends since its A-share listing, with 0.805 billion yuan distributed in the last three years [3] Institutional Holdings - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 52.8334 million shares, a decrease of 48.321 million shares from the previous period [3] - Other notable shareholders include various ETFs, all of which have seen a reduction in holdings, indicating a potential shift in institutional investment strategies [3]

Core Viewpoint - 京运通's stock has shown a significant increase this year, with a 37.70% rise, indicating strong market interest and potential growth in its sectors [1][2]. Financial Performance - For the period of January to September 2025, 京运通 reported a revenue of 2.457 billion yuan, a year-on-year decrease of 37.55%, while the net profit attributable to shareholders was -227 million yuan, reflecting an 83.86% increase compared to the previous year [2]. Stock Market Activity - 京运通's stock price increased by 2.19% on November 5, reaching 4.20 yuan per share, with a trading volume of 184 million yuan and a turnover rate of 1.84% [1]. - The company has appeared on the龙虎榜 (a stock trading list) 10 times this year, with the most recent appearance on September 17, where it recorded a net purchase of 130 million yuan [1]. Shareholder Information - As of September 30, 2025, 京运通 had 144,900 shareholders, an increase of 11.26% from the previous period, with an average of 16,667 shares held per shareholder, a decrease of 10.12% [2][3]. - The top shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]. Business Overview - 京运通, established in 2002 and listed in 2011, operates in high-end equipment manufacturing, photovoltaic power generation, new materials, and energy conservation and environmental protection [1]. - The revenue composition includes silicon wafers (36.93%), electricity (36.00%), silicon rods (16.94%), and other segments [1]. Dividend Information - 京运通 has distributed a total of 810 million yuan in dividends since its A-share listing, with 31.39 million yuan distributed over the last three years [3].

Core Viewpoint - Shanghai Beiling's stock has experienced a significant decline in recent months, with a year-to-date drop of 16.40% and a 5-day decline of 5.49% [1] Financial Performance - For the period from January to September 2025, Shanghai Beiling reported revenue of 2.213 billion yuan, representing a year-on-year growth of 18.32%. However, the net profit attributable to shareholders decreased by 14.38% to 204 million yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 1.23 billion yuan, with 334 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 6.61% to 226,000, while the average circulating shares per person increased by 7.08% to 3,136 shares [2] - The top circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.6023 million shares, and Southern CSI 500 ETF, which reduced its holdings by 147,000 shares [3]