中芯国际概念

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沪硅产业涨2.00%,成交额4.43亿元,主力资金净流入885.82万元
Xin Lang Cai Jing· 2025-08-27 03:15
Core Viewpoint - The stock of Shanghai Silicon Industry has shown a positive trend with a year-to-date increase of 11.11%, reflecting strong market interest and performance in the semiconductor sector [1]. Company Overview - Shanghai Silicon Industry Group Co., Ltd. was established on December 9, 2015, and listed on April 20, 2020. The company is located in the China (Shanghai) Pilot Free Trade Zone and specializes in the research, production, and sales of semiconductor silicon wafers and other materials [1]. - The main revenue composition includes 300mm semiconductor silicon wafers (62.16%), 200mm and below silicon wafers (30.90%), processing services (5.20%), and other supplementary services (1.73%) [1]. Financial Performance - As of March 31, 2025, the company reported a revenue of 800 million yuan, representing a year-on-year growth of 10.60%. However, the net profit attributable to shareholders was -209 million yuan, a decrease of 5.47% compared to the previous period [2]. - Cumulative cash dividends since the A-share listing amount to 110 million yuan [3]. Shareholder Structure - As of March 31, 2025, the number of shareholders increased to 64,800, up by 3.44%. The average number of tradable shares per person decreased by 3.33% to 41,967 shares [2]. - The top ten circulating shareholders include notable funds such as Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF, with some reductions in their holdings [3].
拓荆科技涨2.00%,成交额2.64亿元,主力资金净流出638.76万元
Xin Lang Cai Jing· 2025-08-27 02:47
Company Overview -拓荆科技 is located in Shenyang, Liaoning Province, and was established on April 28, 2010. The company went public on April 20, 2022. Its main business involves the research, production, sales, and technical services of high-end semiconductor equipment [1][2]. Financial Performance - As of June 30, 2025,拓荆科技 reported a revenue of 1.954 billion yuan, representing a year-on-year growth of 54.25%. However, the net profit attributable to shareholders decreased by 26.96% to 94.288 million yuan [2]. - The company has distributed a total of 174 million yuan in dividends since its A-share listing [3]. Stock Performance - On August 27, 2023, the stock price of 拓荆科技 increased by 2.00%, reaching 195.54 yuan per share, with a total market capitalization of 54.698 billion yuan. The stock has risen by 27.47% year-to-date and 37.87% over the past 60 days [1]. - The trading volume on August 27 was 264 million yuan, with a turnover rate of 0.49% [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 4.69% to 14,100, while the average number of circulating shares per person increased by 89.04% to 19,794 shares [2]. - The top ten circulating shareholders include various ETFs and mutual funds, with notable changes in holdings among them [3].
再升科技涨2.09%,成交额1.26亿元,主力资金净流入329.76万元
Xin Lang Zheng Quan· 2025-08-27 02:13
Company Overview - Zai Sheng Technology has seen a stock price increase of 89.55% year-to-date, with a recent 8.92% rise over the last five trading days and a 29.33% increase over the last 20 days [2] - The company specializes in the research, production, and sales of microfiber glass wool and related products, with main revenue sources being energy-efficient materials (51.74%), clean air materials (33.29%), and dust-free air conditioning products (10.73%) [2] Financial Performance - For the first half of 2025, Zai Sheng Technology reported a revenue of 658 million yuan, a year-on-year decrease of 12.29%, and a net profit attributable to shareholders of 60.29 million yuan, down 20.84% year-on-year [2] - The company has distributed a total of 685 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the last three years [3] Market Activity - As of August 27, Zai Sheng Technology's stock was trading at 6.35 yuan per share, with a market capitalization of 6.488 billion yuan and a trading volume of 126 million yuan [1] - The company has appeared on the stock market's "Dragon and Tiger List" seven times this year, with the most recent appearance on August 18 [2] Shareholder Information - As of June 30, 2025, Zai Sheng Technology had 33,500 shareholders, a decrease of 10.30% from the previous period, with an average of 30,517 circulating shares per shareholder, an increase of 11.49% [2] - Among the top ten circulating shareholders, the "Fuguo CSI 300 Index Enhanced A/B" fund is the sixth largest shareholder, holding 4.0513 million shares as a new investor [3]
中芯国际跌2.17%,成交额86.64亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-08-26 08:38
Core Viewpoint - SMIC's stock experienced a decline of 2.17% on August 26, with a trading volume of 8.664 billion yuan and a market capitalization of 806.06 billion yuan [1] Group 1: Company Overview - SMIC is the largest integrated circuit manufacturing enterprise group in mainland China, known for its advanced technology and comprehensive support [3] - The company's main business includes integrated circuit wafer foundry services based on various technology nodes and platforms, along with design services, IP support, and photomask manufacturing [3] - As of March 31, SMIC's revenue for the first quarter of 2025 reached 16.301 billion yuan, representing a year-on-year growth of 29.44%, while net profit attributable to shareholders was 1.356 billion yuan, up 166.50% year-on-year [7] Group 2: Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC [2] - As of March 31, 2025, SMIC had 258,000 shareholders, an increase of 3.69% from the previous period, with an average of 8,042 circulating shares per shareholder, a decrease of 3.82% [7] - Major shareholders include various ETFs, with notable reductions in holdings observed among several funds [8] Group 3: Market Position and Performance - SMIC ranks second globally among pure wafer foundry companies and first among enterprises in mainland China based on the latest sales figures for 2024 [3] - The average trading cost of SMIC's shares is 92.90 yuan, with the stock currently trading between resistance at 109.24 yuan and support at 88.19 yuan, suggesting potential for short-term trading strategies [6]
北方华创涨2.00%,成交额24.24亿元,主力资金净流入4994.32万元
Xin Lang Cai Jing· 2025-08-26 03:30
Core Viewpoint - Northern Huachuang's stock price has shown significant growth this year, with a notable increase in trading volume and market capitalization, indicating strong investor interest and confidence in the company's performance [1][2]. Group 1: Stock Performance - As of August 26, Northern Huachuang's stock price increased by 2.00% to 387.69 CNY per share, with a trading volume of 2.424 billion CNY and a turnover rate of 0.89%, resulting in a total market capitalization of 279.758 billion CNY [1]. - The stock has risen by 34.22% year-to-date, with a 14.04% increase over the last five trading days, 12.44% over the last 20 days, and 23.52% over the last 60 days [2]. Group 2: Financial Performance - For the first quarter of 2025, Northern Huachuang reported revenue of 8.206 billion CNY, representing a year-on-year growth of 40.05%, and a net profit attributable to shareholders of 1.581 billion CNY, also up by 40.31% year-on-year [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders increased to 69,500, up by 10.39%, while the average circulating shares per person decreased by 9.41% to 10,374 shares [2]. - The company has distributed a total of 1.535 billion CNY in dividends since its A-share listing, with 1.217 billion CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of March 31, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 47.6648 million shares, an increase of 15.8145 million shares from the previous period [3]. - Huatai-PB CSI 300 ETF and Huaxia National Semiconductor Chip ETF have seen reductions in their holdings, with decreases of 218,800 shares and 345,600 shares, respectively [3].
动物疫苗概念下跌0.72%,6股主力资金净流出超千万元
Zheng Quan Shi Bao Wang· 2025-08-22 08:56
Group 1 - The animal vaccine sector experienced a decline of 0.72% as of the market close on August 22, ranking among the top declines in concept sectors [1] - Within the animal vaccine sector, companies such as Shenlian Biological, Weilan Biological, and Xianfeng Holdings saw significant declines, while Kexing Pharmaceutical, Haizheng Pharmaceutical, and Guoyao Modern recorded increases of 2.06%, 0.44%, and 0.09% respectively [1] - The overall market saw a net outflow of 0.68 billion yuan from the animal vaccine sector, with 11 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The top net outflow in the animal vaccine sector was from Kanghua Biological, with a net outflow of 30.50 million yuan, followed by Shenlian Biological, Dabeinong, and Jinhai Biological with outflows of 27.38 million yuan, 24.27 million yuan, and 23.53 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Haizheng Pharmaceutical, Kexing Pharmaceutical, and Luoniushan, with net inflows of 27.34 million yuan, 16.70 million yuan, and 10.38 million yuan respectively [3] - The trading activity in the animal vaccine sector showed that Kanghua Biological had a turnover rate of 3.52% and a decline of 1.70%, while Kexing Pharmaceutical had a turnover rate of 3.12% and an increase of 2.06% [3]
中国AI 50概念涨5.31%,主力资金净流入42股
Zheng Quan Shi Bao Wang· 2025-08-22 08:56
Core Insights - The China AI 50 concept index rose by 5.31%, leading the sector in gains, with 50 stocks increasing in value, including notable performers like Cambricon and Haiguang Information, which hit the 20% limit up [1][2] Group 1: Market Performance - The China AI 50 concept saw a net inflow of 13.337 billion yuan, with 42 stocks receiving net inflows, and 23 stocks exceeding 100 million yuan in net inflows [2] - The top net inflow stocks included SMIC with 2.579 billion yuan, followed by Zhongke Shuguang and ZTE with 2.218 billion yuan and 1.938 billion yuan respectively [2] Group 2: Stock Performance - Key stocks in the China AI 50 concept included: - SMIC: increased by 14.19% with a turnover rate of 10.37% and a net inflow of 2.579 billion yuan [3] - Zhongke Shuguang: increased by 10.00% with a net inflow rate of 21.12% [3] - Haiguang Information: surged by 20.00% with a turnover rate of 3.23% [3] - Other notable performers included Deepin Technology with a 15.17% increase and a net inflow rate of 5.17% [4]
中芯国际概念上涨3.67%,10股主力资金净流入超亿元
Zheng Quan Shi Bao Wang· 2025-08-22 08:48
截至8月22日收盘,中芯国际概念上涨3.67%,位居概念板块涨幅第3,板块内,70股上涨,盛美上海 20%涨停,京仪装备、中芯国际、恒烁股份等涨幅居前,分别上涨14.39%、14.19%、13.30%。跌幅居 前的有国机精工、再升科技、顺钠股份等,分别下跌7.98%、4.84%、1.03%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 中国AI 50 | 5.31 | 毛发医疗 | -1.01 | | 国家大基金持股 | 5.00 | 大豆 | -0.94 | | 中芯国际概念 | 3.67 | 高压氧舱 | -0.76 | | MCU芯片 | 3.64 | 动物疫苗 | -0.72 | | 汽车芯片 | 3.46 | 乳业 | -0.63 | | 存储芯片 | 3.44 | 草甘膦 | -0.62 | | 同花顺新质50 | 3.18 | 玉米 | -0.60 | | Sora概念(文生视频) | 3.17 | 人造肉 | -0.59 | | 云游戏 | 3.10 | 染料 | -0.58 | | 先进 ...
沪指突破3800点创10年新高,AI、芯片概念爆发
Zhong Guo Xin Wen Wang· 2025-08-22 08:29
Market Performance - A-shares indices collectively rose, with the Shanghai Composite Index surpassing 3800 points, reaching a 10-year high [1] - As of the market close, the Shanghai Composite Index increased by 1.45% to 3825.76 points, the Shenzhen Component Index rose by 2.07% to 12166.06 points, and the ChiNext Index climbed by 3.36% to 2682.55 points [1] - The total trading volume in Shanghai, Shenzhen, and Beijing reached 25,788 billion yuan, significantly higher than the previous trading day [1] Sector Performance - The semiconductor sector led the gains, with stocks such as Haiguang Information, Cambrian-U, Chengdu Huamei, and Shengmei Shanghai hitting the daily limit [1] - Other sectors such as education and securities also showed strong performance [1] Conceptual Sector Highlights - AI and chip concepts experienced significant growth, with notable performances from China AI 50, MCU chips, automotive chips, and storage chips [3] - Specific stocks like Haiguang Information and Chengdu Huamei saw a 20% increase, while other related stocks also performed well [4] Market Outlook - According to Bohai Securities research, the ongoing market trend has created a profit-making effect, which is beneficial for liquidity and may lead to an upward valuation process [4] - The market is expected to maintain a moderate upward trend unless there are clear signals of liquidity turning points or accelerated peaks [4]
格科微涨2.03%,成交额1.64亿元,主力资金净流入975.00万元
Xin Lang Cai Jing· 2025-08-22 03:13
Company Overview - GeKowei Co., Ltd. is located in the Shanghai Free Trade Zone and was established on September 3, 2003. The company went public on August 18, 2021. Its main business involves CMOS image sensors [1][2] - The company belongs to the semiconductor industry under the category of electronic-digital chip design and is associated with concepts such as full-screen displays, SMIC, smartphones, sensors, and smart wearables [1] Stock Performance - As of August 22, GeKowei's stock price increased by 2.03%, reaching 17.08 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 0.39%. The total market capitalization is 44.418 billion CNY [1] - Year-to-date, GeKowei's stock price has risen by 27.29%. In the last five trading days, the stock increased by 9.42%, while it rose by 6.02% over the last 20 days and 10.28% over the last 60 days [1] Financial Performance - For the period from January to March 2025, GeKowei achieved a revenue of 1.524 billion CNY, representing a year-on-year growth of 18.21%. The net profit attributable to the parent company was reported as -5 million CNY [1] - Since its A-share listing, GeKowei has distributed a total of 152 million CNY in dividends [1] Shareholder Information - As of March 31, 2025, the number of shareholders for GeKowei is 29,300, a decrease of 0.89% from the previous period. The average circulating shares per person increased by 0.89% to 49,477 shares [1] - Among the top ten circulating shareholders, the Huaxia SSE Sci-Tech Innovation Board 50 ETF is the fifth largest shareholder, holding 43.88 million shares, a decrease of 8.5925 million shares compared to the previous period [2]