Core Viewpoint - The stock of Qingyi Optoelectronics has shown a year-to-date increase of 24.42%, but has recently experienced declines over various time frames, indicating potential volatility in its stock performance [1][2]. Financial Performance - For the period from January to September 2025, Qingyi Optoelectronics achieved a revenue of 928 million yuan, representing a year-on-year growth of 12.28%. The net profit attributable to shareholders was 144 million yuan, reflecting a year-on-year increase of 19.33% [2]. - Since its A-share listing, the company has distributed a total of 217 million yuan in dividends, with 156 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 13, the stock price of Qingyi Optoelectronics was 28.17 yuan per share, with a market capitalization of 8.868 billion yuan. The trading volume was 52.47 million yuan, with a turnover rate of 0.60% [1]. - The company has seen a net outflow of 583,600 yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 18.95% to 12,700, while the average circulating shares per person decreased by 15.93% to 21,017 shares [2][3]. - Notable changes in institutional holdings include an increase in shares held by Hong Kong Central Clearing Limited and new entries from other funds [3]. Business Overview - Qingyi Optoelectronics, established on August 25, 1997, specializes in the research, design, production, and sales of photomasks, with quartz photomasks accounting for 93.16% of its main business revenue [1]. - The company operates within the semiconductor materials sector and is associated with various concepts such as third-generation semiconductors and OLED [2].

Core Viewpoint - The stock of Guangli Technology has shown a significant increase of 32.33% year-to-date, with recent fluctuations indicating a slight decline in the short term, while the company continues to demonstrate strong revenue and profit growth [1][2]. Financial Performance - For the period from January to September 2025, Guangli Technology achieved a revenue of 460 million yuan, representing a year-on-year growth of 20.75%. The net profit attributable to shareholders reached 36.52 million yuan, marking a substantial increase of 167.44% compared to the previous year [2]. Stock Market Activity - As of November 13, Guangli Technology's stock price was 17.07 yuan per share, with a market capitalization of 6.023 billion yuan. The stock experienced a net inflow of 5.21 million yuan from main funds, with significant buying activity noted [1]. Shareholder Information - The number of shareholders for Guangli Technology decreased by 3.70% to 26,000, while the average number of circulating shares per person increased by 3.85% to 9,520 shares [2]. Dividend Distribution - Since its A-share listing, Guangli Technology has distributed a total of 167 million yuan in dividends, with 87.95 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited emerged as the fourth largest circulating shareholder, holding 2.0628 million shares as a new investor [3].

Core Viewpoint - The stock of Mountain High Technology Co., Ltd. has shown significant volatility, with a year-to-date increase of 81.00%, but recent declines in the short term raise questions about future performance [1][2]. Financial Performance - For the period from January to September 2025, Mountain High Technology reported a revenue of 2.418 billion yuan, a year-on-year decrease of 38.67%, while the net profit attributable to shareholders increased by 153.47% to 437 million yuan [2]. - The company has cumulatively distributed 3.282 billion yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of November 13, the stock price was 3.62 yuan per share, with a market capitalization of 36.191 billion yuan. The stock experienced a trading volume of 1.105 billion yuan and a turnover rate of 3.26% [1]. - The stock has appeared on the daily trading leaderboard 19 times this year, with the most recent net buy of 313 million yuan on October 29 [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 141.83% to 587,000, while the average circulating shares per person decreased by 58.65% to 16,205 shares [2][3]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 217 million shares, an increase of 108 million shares from the previous period [3].

Core Viewpoint - Quartz Co., Ltd. has shown a significant stock price increase of 38.68% year-to-date, despite a recent slight decline in the last five and twenty trading days [1][2] Company Overview - Jiangsu Pacific Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999, with its listing date on October 31, 2014 [1] - The company specializes in the research, production, and sales of high-purity quartz sand, quartz tubes (rods, plates, ingots, and cylinders), quartz crucibles, and other quartz materials, primarily used in light sources, photovoltaics, semiconductors, and optical fibers [1] - The revenue composition of the main business includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [1] Financial Performance - For the period from January to September 2025, Quartz Co. reported a revenue of 753 million yuan, a year-on-year decrease of 24.46%, and a net profit attributable to shareholders of 135 million yuan, down 56.81% year-on-year [2] - The company has distributed a total of 3.374 billion yuan in dividends since its A-share listing, with 2.945 billion yuan distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Quartz Co. was 55,200, a decrease of 13.28% from the previous period, with an average of 9,813 circulating shares per person, an increase of 15.32% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 11.6441 million shares, and new entrants such as Guotai Value Advantage Mixed Fund and E Fund Environmental Theme Mixed Fund [3]

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on high-speed optical modules and technologies related to 5G and data centers [7]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from optical modules, with 92.72% from modules of 10G and above, 5.57% from modules below 10G, and 1.71% from material sales and leasing [7]. - As of September 30, 2025, the company reported a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, also showing a growth of 31.39% [8]. Market Position and Trends - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2]. - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest market for optical modules. The demand for optical modules in the telecommunications sector is expected to increase significantly due to 5G construction [2][3]. Financial Performance - The company's overseas revenue accounts for 89.07% of its total revenue, benefiting from the depreciation of the Renminbi [3]. - The average trading cost of the company's shares is 114.44 yuan, with the stock price currently near a resistance level of 108.00 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 24,900, with an average of 2,725 shares held per person, a decrease of 6.66% from the previous period [8]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest shareholder, increasing its holdings by 533,300 shares [9].

Core Viewpoint - SMIC (Semiconductor Manufacturing International Corporation) shows a positive market performance with a 1.61% increase in stock price and a total market capitalization of 957.05 billion yuan, ranking 13th in popularity on Sina Finance [1]. Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise group in mainland China, with a comprehensive range of technologies and services [3]. - The company specializes in integrated circuit wafer foundry services across various technology nodes and platforms, providing design services, IP support, and photomask manufacturing [3]. - As of June 30, 2025, SMIC achieved a revenue of 32.348 billion yuan, representing a year-on-year growth of 23.14%, and a net profit of 2.301 billion yuan, with a year-on-year increase of 39.76% [7]. Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC, indicating strong institutional support [2]. - As of June 30, 2025, the number of shareholders decreased by 2.20% to 252,300, while the average number of tradable shares per person increased by 2.26% to 8,223 shares [7]. Market Activity - The stock experienced a net inflow of 56.7934 million yuan today, with a trading volume of 5.405 billion yuan and a turnover rate of 2.29% [1][4]. - The main funds have shown a slight decrease in holdings, with a net outflow of 4.091 billion yuan over the past three days [5]. Technical Analysis - The average trading cost of SMIC's shares is 124.71 yuan, with the stock price approaching a resistance level of 120.87 yuan, suggesting potential for upward movement if this level is surpassed [6].

Core Viewpoint - Zhongke Haixun's stock price has experienced significant fluctuations, with a year-to-date increase of 102.65%, but a recent decline of 9.88% over the past five trading days, indicating potential volatility in investor sentiment [2]. Financial Performance - For the period from January to September 2025, Zhongke Haixun reported operating revenue of 145 million yuan, a year-on-year decrease of 0.41%, while the net profit attributable to shareholders was -76.92 million yuan, reflecting a year-on-year increase of 16.27% [2]. - Cumulatively, the company has distributed dividends totaling 20.72 million yuan since its A-share listing, with 7.02 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, Zhongke Haixun's stock price was 38.93 yuan per share, with a market capitalization of 4.596 billion yuan. The trading volume was 53.11 million yuan, with a turnover rate of 1.18% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent instance on August 19, where net purchases amounted to 39.998 million yuan [2]. Shareholder Structure - As of October 31, 2025, Zhongke Haixun had 22,200 shareholders, a decrease of 1.18% from the previous period, with an average of 5,136 circulating shares per shareholder, an increase of 1.19% [2]. - Notable changes in institutional holdings include a decrease of 1.22 million shares held by Changcheng Jiujia Innovation Growth Mixed A, while new shareholders include Yongying Ruixin Mixed A and Yongying Jianjian Enhanced Bond A [3]. Business Overview - Zhongke Haixun, established on July 18, 2005, specializes in the research, production, and sales of sonar-related products, with its main revenue sources being signal processing platforms (41.94%), underwater big data and simulation systems (39.42%), and sonar systems (17.69%) [2]. - The company operates within the defense and military industry, specifically in the maritime equipment sector, and is associated with concepts such as computing power, artificial intelligence, marine economy, robotics, and chip technology [2].

11月12日，晓程科技盘中下跌2.03%，截至10:31，报24.56元/股，成交3.38亿元，换手率5.83%，总市值 67.29亿元。 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。 资金流向方面，主力资金净流出2800.42万元，特大单买入1246.76万元，占比3.69%，卖出1723.42万 元，占比5.10%；大单买入8009.25万元，占比23.70%，卖出1.03亿元，占比30.58%。 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。 晓程科技今年以来股价涨68.33%，近5个交易日涨2.12%，近20日跌15.46%，近60日涨28.92%。 责任编辑：小 ...

Core Viewpoint - Qingniao Fire's stock price has shown fluctuations with a year-to-date increase of 16.55%, while recent performance indicates a 10.23% decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Qingniao Fire reported a revenue of 3.359 billion yuan, representing a year-on-year decrease of 4.60%. The net profit attributable to shareholders was 238 million yuan, down 29.01% compared to the previous year [2]. - Since its A-share listing, Qingniao Fire has distributed a total of 899 million yuan in dividends, with 575 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 12, Qingniao Fire's stock price was 11.14 yuan per share, with a market capitalization of 9.751 billion yuan. The trading volume was 52.0322 million yuan, with a turnover rate of 0.63% [1]. - The stock experienced a net inflow of 7.9659 million yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of October 31, the number of shareholders for Qingniao Fire was 27,000, reflecting a 0.49% increase from the previous period. The average number of circulating shares per shareholder decreased by 0.49% to 27,722 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 7.216 million shares, a decrease of 609,000 shares from the previous period [3]. Business Overview - Qingniao Fire, established on June 15, 2001, and listed on August 9, 2019, specializes in the research, development, production, and sales of fire safety system products. The main revenue sources include fire alarm and control systems (44.58%), emergency lighting and intelligent evacuation systems (21.20%), and other fire safety products [1].

Core Points - The stock price of Jintaiyang has decreased by 2.00% to 23.50 CNY per share as of November 12, with a market capitalization of 3.251 billion CNY [1] - Year-to-date, Jintaiyang's stock price has increased by 23.22%, but it has seen a decline of 1.59% over the last five trading days and 8.27% over the last 20 days [2] - For the period from January to September 2025, Jintaiyang reported a revenue of 424 million CNY, representing a year-on-year growth of 22.06%, and a net profit attributable to shareholders of 20.9741 million CNY, up 2.83% year-on-year [2] Company Overview - Jintaiyang, established on September 21, 2004, and listed on February 8, 2017, is located in Dongguan, Guangdong Province [2] - The company specializes in the research, production, and sales of new precision polishing materials, high-end intelligent equipment, and precision structural components, providing comprehensive solutions for precision polishing and manufacturing [2] - The revenue composition of Jintaiyang includes 60.74% from paper-based/fabric-based polishing materials, 24.77% from intelligent CNC equipment and precision structural components, and 14.22% from new polishing materials [2] Shareholder and Dividend Information - As of September 30, 2025, Jintaiyang has distributed a total of 108 million CNY in dividends since its A-share listing, with 37.354 million CNY distributed over the past three years [3] - The number of shareholders has decreased by 8.80% to 15,700, while the average circulating shares per person have increased by 8.02% to 7,486 shares [2][3] - Notably, Ping An New Xin Pioneer Mixed A (000739) has exited the list of the top ten circulating shareholders as of September 30, 2025 [3]