必易微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：氮化镓、模拟芯片、智能家 居、芯片概念、集成电路等。 截至6月30日，必易微股东户数6014.00，较上期增加28.86%；人均流通股6267股，较上期减少20.74%。 2025年1月-6月，必易微实现营业收入2.83亿元，同比减少6.99%；归母净利润-881.46万元，同比增长 16.92%。 机构持仓方面，截止2025年6月30日，必易微十大流通股东中，诺安多策略混合A（320016）位居第六 大流通股东，持股31.21万股，为新进股东。招商量化精选股票发起式A（001917）、信澳新能源产业股 票A（001410）退出十大流通股东之列。 责任编辑：小浪快报 9月23日，必易微盘中下跌2.08%，截至09:44，报44.31元/股，成交1753.38万元，换手率1.04%，总市值 30.95亿元。 资金流向方面，主力资金净流出124.02万元，大单买入208.95万元，占比11.92%，卖出332.98万元，占 比18.99%。 必易微今年以来股价涨38.90%，近5个交易日跌4.48%，近20日跌2.01%，近60日涨27.77%。 ...

Core Insights - The Jiangcheng Integrated Circuit Super Incubator was officially launched on September 22, marking a significant development in the "laboratory+" model for new research institutions in Hubei province [1] - The incubator aims to serve as a "super connector" in the integrated circuit field, providing comprehensive support for project validation, technology transfer, pilot services, investment empowerment, ecological collaboration, and talent services [1] Group 1 - The incubator covers an area of 13,000 square meters and features leading domestic pilot lines for 12-inch advanced packaging and integrated circuits, along with a pre-validation platform for equipment, materials, and components [1] - A substantial industrial fund exceeding 1 billion yuan has been established to support the incubator's initiatives [1] - Partnerships have been formed with various universities, including Huazhong University of Science and Technology and Wuhan University, to continuously introduce technical experts and industry resources [1] Group 2 - The "Chip Innovation Camp" program was launched, signing the first batch of 8 emerging companies that focus on key areas such as semiconductor materials and advanced packaging [2] - The program aims to facilitate resource connections with leading industry players like Tencent Cloud and Huawei, promoting rapid transformation and market application of quality projects [2] - The AI industry's explosive growth is driving a surge in computing power demand, creating new opportunities in sectors like silicon photonics and integrated circuits [2] Group 3 - The Wuhan Optoelectronics National Research Center and teams from universities presented innovative technology projects, including a lithium niobate photonic integrated chip that fills a domestic gap in high-speed modulator chips [3] - A chip-level ultra-high-resolution thermal property measurement device developed by Wuhan University offers high-precision measurement capabilities, supporting thermal management in semiconductor and optoelectronic devices [3]

Core Viewpoint - The 25th China International Industry Fair (CIIF2025) will be held from September 23 to 27 at the National Exhibition and Convention Center (Shanghai), featuring a dedicated integrated circuit section to showcase innovations and cutting-edge technologies across the entire integrated circuit industry chain [1]. Agenda Summary Main Conference Agenda - The conference will include various forums and discussions, such as the "2025 Shanghai Integrated Circuit Industry ESG Development Forum" on September 24 and the "Automotive and Industrial Chip Special Session" on September 25 [3][8]. International Summit Forum Agenda - The International Summit Forum will feature a welcome address, leadership speeches, and several keynote presentations, including topics on AI in chip design and the transformation of chip design companies [4]. Industry Sub-Forum Agenda - The Industry Sub-Forum will cover topics such as semiconductor component innovation and lifecycle service solutions, with multiple keynote speeches from industry leaders [6]. Automotive and Industrial Chip Special Session - This session will focus on innovations and applications in automotive and industrial chips, featuring presentations on semiconductor component certification and the construction of a new ecosystem for domestic chips [9]. ESG Development Forum - The ESG Development Forum will discuss sustainable development in the semiconductor industry, with presentations on energy-saving strategies and compliance challenges related to ESG [12][13]. Exhibitor Information - A comprehensive exhibitor directory and booth layout will be provided to facilitate navigation and engagement during the event [15][17].

Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit-specific equipment in two categories: testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was -18.35 million yuan, which is a 73.01% increase in losses compared to the previous period [2]. - The company has distributed a total of 44.8 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On September 22, Zhongke Feimeasure's stock price decreased by 2.00%, closing at 97.84 yuan per share, with a trading volume of 642 million yuan and a turnover rate of 2.59%. The total market capitalization is 31.465 billion yuan [1]. - Year-to-date, the stock price has increased by 11.75%, with a 7.81% rise over the last five trading days, a 1.04% decline over the last 20 days, and a 16.21% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average circulating shares per person increased by 15.34% to 25,403 shares [2]. - Notable shareholders include Noan Growth Mixed A, holding 13.4533 million shares, and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which is a new shareholder with 5.3131 million shares [3].

Core Insights - The third National Skills Competition is being held in Zhengzhou, Henan, featuring 106 competition projects, with over 50% focused on intelligent manufacturing, high-end equipment, and digital technology [1] Group 1: Competition Overview - The competition includes a robotics system integration project where participants work in pairs to design and program robots to integrate with surrounding equipment, simulating industrial scenarios for tasks like material assembly and battery pack assembly [1] - The chief judge of the robotics system integration event highlighted the incorporation of advanced technologies such as intelligent recognition and offline programming, showcasing the intelligence of robotics technology [1] Group 2: New Competition Categories - A new category introduced is the drone operation for agricultural protection, where participants must use drones for tasks like agricultural survey, pest control flights, and emergency situation handling [1] - A participant in the drone operation event noted the inclusion of aerial photography and data acquisition as a challenging module, reflecting the national emphasis on artificial intelligence, programming, and drone technology [1] Group 3: Technical Skill Integration - The competition also features four professional technical categories, including artificial intelligence engineering technology, intelligent manufacturing engineering technology, industrial internet engineering technology, and integrated circuit engineering technology, highlighting the trend of technology skill integration [1]

Core Viewpoint - 华峰测控 has shown significant stock performance with an 84.58% increase year-to-date and strong financial growth, indicating a positive outlook for the company in the semiconductor testing systems sector [1][2]. Financial Performance - For the first half of 2025, 华峰测控 achieved 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 year-on-year increase of 74.04% [2]. - Cumulative cash dividends since the A-share listing amount to 565 million yuan, with 336 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 22, 华峰测控's stock price was 191.50 yuan per share, with a market capitalization of 25.955 billion yuan [1]. - The stock has seen a trading volume of 2.37 billion yuan and a turnover rate of 0.92% on the same day [1]. - The stock has experienced a 9.65% increase over the last five trading days and a 32.80% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for 华峰测控 was 7,015, a decrease of 10.56% from the previous period [2]. - The average number of circulating shares per shareholder increased by 11.88% to 19,320 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 404,410 shares, and new institutional investors such as 易方达积极成长混合 [3].

Company Overview - Biyimi Microelectronics Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 29, 2014. The company went public on May 26, 2022. Its main business involves the design and sales of high-performance analog and mixed-signal integrated circuits [2]. Stock Performance - As of September 22, Biyimi's stock price increased by 2.02%, reaching 45.40 CNY per share, with a trading volume of 38.28 million CNY and a turnover rate of 2.26%. The total market capitalization is 3.171 billion CNY [1]. - Year-to-date, the stock price has risen by 42.32%. In the last five trading days, it increased by 0.89%, while it decreased by 1.13% over the past 20 days and increased by 31.98% over the last 60 days [2]. Financial Performance - For the period from January to June 2025, Biyimi achieved operating revenue of 283 million CNY, a year-on-year decrease of 6.99%. The net profit attributable to shareholders was -8.81 million CNY, representing a year-on-year increase of 16.92% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Biyimi was 6,014, an increase of 28.86% from the previous period. The average number of circulating shares per shareholder was 6,267, a decrease of 20.74% [2]. - Among the top ten circulating shareholders, Noan Multi-Strategy Mixed A (320016) is the sixth largest shareholder with 312,100 shares, marking a new entry. Both China Merchants Quantitative Selected Stock Initiation A (001917) and Xin'ao New Energy Industry Stock A (001410) have exited the top ten circulating shareholders list [3]. Business Segmentation - The main business revenue composition of Biyimi is as follows: AC-DC accounts for 51.04%, Driver ICs 44.33%, DC-DC 3.94%, and other segments contribute 0.48% and 0.22% respectively [2]. - Biyimi operates within the Shenwan industry classification of Electronics - Semiconductors - Analog Chip Design, and is involved in concept sectors including Gallium Nitride, Smart Home, Analog Chips, Chip Concepts, and Integrated Circuits [2].

Company Overview - Huahong Semiconductor Co., Ltd. is primarily engaged in specialty process wafer foundry services, providing diverse platforms including embedded/non-volatile memory, power devices, analog and power management, logic, and RF [2] - The company was established on January 21, 2005, and went public on August 7, 2023 [2] - Main business revenue composition: integrated circuit wafer foundry 94.60%, others 4.78%, rental income 0.62% [2] Financial Performance - For the first half of 2025, Huahong achieved operating revenue of 8.018 billion yuan, a year-on-year increase of 19.09% [2] - The net profit attributable to the parent company was 74.3154 million yuan, a year-on-year decrease of 71.95% [2] - Cumulative cash distribution since A-share listing amounts to 258 million yuan [3] Stock Performance - As of September 22, the stock price of Huahong was 81.33 yuan per share, with a market capitalization of 140.995 billion yuan [1] - Year-to-date stock price increase is 75.02%, with a 5-day increase of 5.82%, 20-day increase of 29.80%, and 60-day increase of 71.44% [1] - The stock experienced a net outflow of 45.9452 million yuan in principal funds, with significant buying and selling activity [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 37,400, a decrease of 20.53% from the previous period [2] - The average circulating shares per person were 10,478 shares, unchanged from the previous period [2] - The eighth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 9.6866 million shares, an increase of 2.6691 million shares from the previous period [3]

Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo High-tech Zone, Shandong Province, established on December 7, 2017, and listed on June 20, 2025 [1] - The company's main business includes smart card business (59.74% of revenue), etched lead frame business (28.34%), and IoT eSIM chip testing business (6.16%), with other revenues accounting for 5.76% [1] Stock Performance - As of September 22, the stock price of Xin Heng Hui increased by 2.00% to 85.65 CNY per share, with a trading volume of 173 million CNY and a turnover rate of 4.50%, resulting in a total market capitalization of 20.518 billion CNY [1] - Year-to-date, the stock price has risen by 103.35%, but it has decreased by 4.43% in the last five trading days and 14.94% in the last twenty days, while increasing by 44.68% over the last sixty days [1] Financial Performance - For the first half of 2025, Xin Heng Hui achieved operating revenue of 474 million CNY, representing a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2] Shareholder Information - As of June 30, the number of shareholders for Xin Heng Hui was 37,300, a decrease of 30.05% from the previous period, with an average of 1,219 circulating shares per person, an increase of 42.96% [2] Industry Classification - Xin Heng Hui belongs to the electronic industry, specifically in the semiconductor and semiconductor materials sector, and is associated with concepts such as eSIM, newly listed stocks, mid-cap stocks, integrated circuits, and chip concepts [2]

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 30.81% and a recent surge of 52.28% over the past 60 days, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of September 22, SMIC's stock price reached 123.77 CNY per share, with a trading volume of 46.44 billion CNY and a market capitalization of 9900.67 billion CNY [1]. - The stock has experienced a net outflow of 3.04 billion CNY in principal funds, with large orders accounting for 32.58% of purchases and 32.92% of sales [1]. - Over the past five trading days, the stock has increased by 13.91%, and over the past 20 days, it has risen by 34.77% [1]. Group 2: Financial Performance - For the first half of 2025, SMIC reported a revenue of 323.48 billion CNY, reflecting a year-on-year growth of 23.14%, and a net profit attributable to shareholders of 23.01 billion CNY, which is a 39.76% increase compared to the previous year [2]. - The company primarily generates revenue from integrated circuit wafer foundry services, accounting for 93.83% of its total revenue, with other services contributing 6.17% [1]. 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, which is 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].