Core Viewpoint - Lian Microelectronics has shown a significant increase in stock price this year, with a year-to-date rise of 33.63%, despite a recent decline in the last five trading days [1] Group 1: Stock Performance - As of October 16, Lian Microelectronics' stock price rose by 2.16% to 33.10 CNY per share, with a trading volume of 2.92 billion CNY and a turnover rate of 1.35%, resulting in a total market capitalization of 222.22 billion CNY [1] - The stock has experienced a 3.19% decline over the last five trading days, a 33.79% increase over the last 20 days, and a 43.35% increase over the last 60 days [1] - The company has appeared on the "龙虎榜" (a stock market leaderboard) twice this year, with the most recent appearance on September 24 [1] Group 2: Financial Performance - For the first half of 2025, Lian Microelectronics reported a revenue of 1.666 billion CNY, reflecting a year-on-year growth of 14.18%, while the net profit attributable to shareholders was -127 million CNY, a decrease of 90% compared to the previous year [2] - Since its A-share listing, the company has distributed a total of 637 million CNY in dividends, with 342 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Lian Microelectronics increased to 75,300, up by 2.70% from the previous period, with an average of 8,911 circulating shares per person, a decrease of 2.63% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.4344 million shares, an increase of 279,200 shares from the previous period, while Southern CSI 500 ETF holds 7.9461 million shares, an increase of 1.1353 million shares [3]

Core Viewpoint - Allwinner Technology's stock price has experienced fluctuations, with a year-to-date increase of 67.74% but a recent decline of 4.90% over the last five trading days [1] Financial Performance - For the first half of 2025, Allwinner Technology reported revenue of 1.337 billion yuan, a year-on-year increase of 25.82%, and a net profit attributable to shareholders of 161 million yuan, up 35.36% year-on-year [2] - Cumulatively, the company has distributed 934 million yuan in dividends since its A-share listing, with 348 million yuan distributed over the past three years [3] Stock Market Activity - As of October 16, Allwinner Technology's stock was trading at 49.69 yuan per share, with a market capitalization of 41.015 billion yuan [1] - The company has seen significant trading activity, with a net outflow of 32.41 million yuan in principal funds on the same day, and a total trading volume of 421 million yuan [1] - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with a net buy of 171 million yuan on January 21 [1] Shareholder Structure - As of June 30, 2025, Allwinner Technology had 137,700 shareholders, a decrease of 7.12% from the previous period, with an average of 4,907 circulating shares per shareholder, an increase of 40.41% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 37.6531 million shares, an increase of 2.3389 million shares from the previous period [3]

Core Viewpoint - Fuchuang Precision has shown significant stock price growth in 2023, with a year-to-date increase of 59.39% and a recent surge of 5.60% over the past five trading days, indicating strong market interest and performance in the semiconductor equipment sector [1][2]. Company Overview - Fuchuang Precision, established on June 24, 2008, and listed on October 10, 2022, specializes in manufacturing precision components for semiconductor equipment, particularly for 7nm process technology [1]. - The company's revenue composition includes 68.56% from mechanical and electromechanical components, 28.92% from gas transmission systems, and 2.51% from other sources [1]. Financial Performance - For the first half of 2025, Fuchuang Precision reported revenue of 1.724 billion yuan, reflecting a year-on-year growth of 14.44%. However, the net profit attributable to shareholders was 12.276 million yuan, a significant decline of 89.92% compared to the previous period [2]. - Since its A-share listing, the company has distributed a total of 356 million yuan in dividends [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 15.56% to 14,000, while the average number of circulating shares per person increased by 18.42% to 12,687 shares [2]. - Notable institutional shareholders include Yinhua Integrated Circuit Mixed A and Southern Information Innovation Mixed A, with both increasing their holdings [3].

Core Viewpoint - Yandong Microelectronics has shown significant stock price fluctuations and strong revenue growth, indicating potential investment opportunities in the semiconductor sector [1][2]. Group 1: Stock Performance - As of October 16, Yandong Microelectronics' stock price increased by 2.35% to 27.45 CNY per share, with a total market capitalization of 39.198 billion CNY [1]. - Year-to-date, the stock price has risen by 36.91%, but it has experienced a decline of 15.54% over the last five trading days [1]. - The stock has been on the龙虎榜 (top trading list) once this year, with the most recent appearance on October 9, where it recorded a net buy of -625.807 million CNY [1]. Group 2: Company Overview - Yandong Microelectronics, established on October 6, 1987, is located in Beijing and was listed on December 16, 2022 [2]. - The company's main business includes the design, production, and sales of discrete devices and analog integrated circuits, as well as semiconductor wafer manufacturing and packaging testing services [2]. - The revenue composition is as follows: products and solutions 47.18%, manufacturing and services 43.91%, and others 9.92% [2]. Group 3: Financial Performance - For the first half of 2025, Yandong Microelectronics achieved a revenue of 659 million CNY, representing a year-on-year growth of 6.85% [2]. - The net profit attributable to the parent company reached 128 million CNY, showing a remarkable year-on-year increase of 943.17% [2]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.43% to 17,000, with an average of 34,345 circulating shares per person, an increase of 2.49% [2]. - The eighth largest circulating shareholder is the 嘉实上证科创板芯片ETF, holding 5.6999 million shares, which is an increase of 542,500 shares compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Dawi Co., Ltd. has shown significant stock performance with a year-to-date increase of 54.40%, despite a recent decline in the last five trading days [1] - As of October 16, Dawi's stock price reached 20.92 CNY per share, with a market capitalization of 4.965 billion CNY [1] - The company has been actively traded, appearing on the "Dragon and Tiger List" 13 times this year, with the latest appearance on October 10, where it recorded a net buy of 14.8074 million CNY [1] Group 2 - Dawi Co., Ltd. was established on October 25, 2000, and listed on February 1, 2008, primarily engaged in the semiconductor storage and automotive manufacturing sectors [2] - The company's revenue composition shows that 92.16% comes from semiconductor storage, while other segments contribute significantly less [2] - As of June 30, the number of shareholders increased by 49.58% to 64,300, while the average circulating shares per person decreased by 33.06% to 3,206 shares [2] Group 3 - Dawi Co., Ltd. has distributed a total of 84.2937 million CNY in dividends since its A-share listing, with 4.9837 million CNY distributed in the last three years [3]

Core Insights - Lanke Technology's stock price increased by 2.03% on October 16, reaching 147.49 CNY per share, with a total market capitalization of 168.898 billion CNY [1] - The company has seen a significant stock price increase of 118.46% year-to-date, despite a recent decline of 6.11% over the last five trading days [1] - For the first half of 2025, Lanke Technology reported a revenue of 2.633 billion CNY, representing a year-on-year growth of 58.17%, and a net profit of 1.159 billion CNY, up 95.41% year-on-year [2] Financial Performance - The company has distributed a total of 2.367 billion CNY in dividends since its A-share listing, with 1.35 billion CNY distributed over the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 14.90% to 68,300, while the average number of circulating shares per person increased by 17.51% to 16,771 shares [2] Shareholder Composition - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 115 million shares, an increase of 27.5736 million shares from the previous period [3] - Other significant shareholders include various ETFs, with notable changes in holdings among them, such as the Huaxia SSE Sci-Tech 50 ETF and the E Fund SSE Sci-Tech 50 ETF [3]

Core Points - The stock price of Gaon Electronics increased by 2.01% on October 16, reaching 43.22 CNY per share, with a market capitalization of 18.808 billion CNY [1] - Year-to-date, Gaon Electronics' stock price has risen by 128.92%, with a recent decline of 1.46% over the last five trading days [1] - The company has been featured on the "Dragon and Tiger List" three times this year, with the latest instance on September 23, where net purchases amounted to 68.848 million CNY [1] Company Overview - Gaon Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the Shanghai Free Trade Zone [1] - The company specializes in providing EDA products and solutions, with revenue composition as follows: 67.95% from EDA tool licensing, 21.23% from technical development solutions, and 10.63% from semiconductor device testing systems [1] Financial Performance - As of June 30, 2025, Gaon Electronics reported a revenue of 21.8 million CNY, reflecting a year-on-year growth of 11.43%, and a net profit of 4.618 million CNY, showing a significant increase of 212.95% [2] - The company has distributed a total of 52.0587 million CNY in dividends since its A-share listing, with 43.3826 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 43.22% to 16,300, with an average of 26,771 circulating shares per shareholder, up by 71.49% [2] - Notable changes in institutional holdings include a decrease in shares held by the Noan Optimized Allocation Mixed A fund, which now holds 5.331 million shares [3]

10月15日，2025湾区半导体产业生态博览会（简称"湾芯展"）在深圳会展中心开幕，首日即吸引超4.83 万人次观展，共同见证湾区"芯"时刻。 主办方、深圳市半导体与集成电路产业联盟理事长戴军在致辞中表示，2025湾芯展全面对标"更高规 格、更广辐射、更深融合、更优服务"目标，吸引了全球各主要集成电路国家和地区600多家企业参展， 实现技术展示、成果发布、学术交流、资本对接多维融合，参展企业数、展览规模、国际化程度再创新 高，成为展示中国半导体产业实力与全球合作潜力的重要窗口，以"不一样的精彩"着力打造具有全球引 领力的中国集成电路"第一展"，以"不一样的展会"助力深圳成为全球半导体科技产业创新的前沿洞察 站、市场风向标、合作"芯"高地。 揭晓芯片十大进展 2025湾芯展着力构建高端对话交流平台和空间，同期举办2025芯片大会、第九届国际先进光刻技术研讨 会等30多场细分领域专业论坛。顾敏、俞大鹏、彭练茅、姚新等多位半导体领域知名院士，以及荷兰阿 斯麦、美国应材、日本佳能、中国集成电路创新联盟等国内外上千位行业领军人物和技术大咖，聚焦产 业核心挑战与未来机遇，深入交流思想、碰撞观点，为迈向高质量发展探索切实路 ...

Core Viewpoint - Beijing Angrui Microelectronics Technology Co., Ltd. has successfully passed the IPO review by the Shanghai Stock Exchange's Listing Committee, marking a significant step towards its listing on the Sci-Tech Innovation Board [1]. Company Information - The full name of the company is Beijing Angrui Microelectronics Technology Co., Ltd., commonly referred to as Angrui Micro [5]. - Angrui Micro was established in 2012 and is recognized as a national-level specialized and innovative "little giant" enterprise [6]. - The company focuses on the design of integrated circuits in the RF and analog fields, primarily engaged in the research, design, and sales of RF front-end chips, RF SoC chips, and other analog chips [6]. Product Line - Angrui Micro's core product lines include a full range of RF front-end chip products for smart mobile terminals, covering 5G, 4G, 3G, and 2G technologies, as well as RF SoC chip products aimed at the Internet of Things [6]. IPO Process - The IPO review status has been updated to "approved by the Listing Committee," indicating that the company is one step closer to being listed [1]. - The underwriting institution for the IPO is CITIC Securities Co., Ltd., with auditing services provided by Zhongshen Zhonghuan Certified Public Accountants [5].

Group 1 - The stock price of Unisoc Microelectronics increased by 2.06% on October 15, reaching 85.62 CNY per share, with a trading volume of 1.591 billion CNY and a market capitalization of 72.745 billion CNY [1] - Year-to-date, Unisoc Microelectronics' stock price has risen by 33.44%, with a recent decline of 5.19% over the last five trading days, but an increase of 16.17% over the last 20 days and 29.55% over the last 60 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 CNY [1] Group 2 - Unisoc Microelectronics, established on September 17, 2001, and listed on June 6, 2005, is located in Yutian County, Tangshan, Hebei Province, and specializes in integrated circuit chip design and sales, piezoelectric quartz crystal components, and LED sapphire substrate materials [2] - The company's main business revenue composition includes special integrated circuits (48.20%), smart security chips (45.78%), quartz crystal frequency devices (4.96%), and others (1.06%) [2] - As of October 10, 2023, the number of shareholders for Unisoc Microelectronics was 177,500, a decrease of 2.72% from the previous period, with an average of 4,786 circulating shares per person, an increase of 2.79% [2] Group 3 - Unisoc Microelectronics has distributed a total of 1.419 billion CNY in dividends since its A-share listing, with 750 million CNY distributed over the last three years [3] - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited, which holds 16.7943 million shares, an increase of 597,000 shares from the previous period [3] - Other significant shareholders include Huatai-PB CSI 300 ETF, holding 12.1328 million shares, and Huaxia National Semiconductor Chip ETF, holding 11.4205 million shares, both showing increases in their holdings [3]