11月24日，至纯科技（维权）盘中上涨2.09%，截至13:51，报28.31元/股，成交2.70亿元，换手率 2.52%，总市值108.61亿元。 资金流向方面，主力资金净流出591.60万元，特大单买入130.93万元，占比0.49%，卖出653.43万元，占 比2.42%；大单买入4609.21万元，占比17.08%，卖出4678.31万元，占比17.34%。 至纯科技今年以来股价涨12.97%，近5个交易日跌3.48%，近20日跌15.24%，近60日涨2.95%。 今年以来至纯科技已经7次登上龙虎榜，最近一次登上龙虎榜为10月15日，当日龙虎榜净买入-9341.60 万元；买入总计3.58亿元 ，占总成交额比7.92%；卖出总计4.51亿元 ，占总成交额比9.98%。 资料显示，上海至纯洁净系统科技股份有限公司位于上海市闵行区紫海路170号，成立日期2000年11月 13日，上市日期2017年1月13日，公司主营业务涉及半导体制程设备、工艺支持设备的研发和生产销售, 以及由此衍生的高纯工艺系统建设、电子材料、部件清洗及晶圆再生等服务。主营业务收入构成为：系 统集成72.70%，设备业务18.70%， ...

Core Insights - Dongxin Semiconductor Co., Ltd. has experienced a significant stock price increase of 322.05% year-to-date, with a recent 12.40% rise over the last five trading days [1] - The company reported a revenue of 573 million yuan for the first nine months of 2025, reflecting a year-on-year growth of 28.09%, while the net profit attributable to shareholders was a loss of 146 million yuan, a decrease of 12.16% year-on-year [2] Financial Performance - As of November 21, Dongxin's stock price was 105.09 yuan per share, with a market capitalization of 46.476 billion yuan [1] - The company has seen a net outflow of 35.23 million yuan in principal funds, with large orders accounting for 44.16% of total buying and 46.13% of total selling [1] - Cumulative cash distribution since the A-share listing amounts to 135 million yuan, with 55.72 million yuan distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2] - Major shareholders include the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which holds 7.0325 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 3.6808 million shares [3]

11月20日，精测电子盘中下跌2.01%，截至10:58，报66.83元/股，成交1.31亿元，换手率0.85%，总市值 186.95亿元。 资金流向方面，主力资金净流出1054.61万元，特大单买入0.00元，占比0.00%，卖出414.24万元，占比 3.16%；大单买入2331.88万元，占比17.81%，卖出2972.25万元，占比22.70%。 精测电子今年以来股价涨3.93%，近5个交易日跌6.40%，近20日跌6.70%，近60日涨4.39%。 资料显示，武汉精测电子集团股份有限公司位于武汉市东湖新技术开发区佛祖岭四路2号，成立日期 2006年4月20日，上市日期2016年11月22日，公司主营业务涉及显示、半导体及新能源检测系统的研 发、生产与销售。主营业务收入构成为：显示48.56%，半导体40.74%，新能源8.67%，其他(补 充)2.03%。 精测电子所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：大基金概念、半导体、 光学、小米概念、中芯国际概念等。 截至11月10日，精测电子股东户数2.02万，较上期增加0.48%；人均流通股11258股，较上期减少 0.48%。2 ...

Core Viewpoint - Huahai Qingke's stock price has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 20.99%, indicating volatility in the semiconductor equipment sector [1][2]. Financial Performance - For the period from January to September 2025, Huahai Qingke achieved a revenue of 3.194 billion yuan, representing a year-on-year growth of 30.28%. The net profit attributable to shareholders was 791 million yuan, reflecting a growth of 9.81% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 271 million yuan [3]. Stock Market Activity - As of November 20, Huahai Qingke's stock was trading at 132.00 yuan per share, with a market capitalization of 46.649 billion yuan. The trading volume was 2.29 billion yuan, with a turnover rate of 0.49% [1]. - The stock has seen a net outflow of 22.9738 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 112.76% to 28,900, while the average circulating shares per person decreased by 29.83% to 12,245 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by E Fund's SSE STAR 50 ETF and a decrease by Huaxia's SSE STAR 50 ETF [3].

Core Viewpoint - SMIC's stock price has shown volatility, with a recent decline despite a year-to-date increase of 22.17% [2][3] Group 1: Stock Performance - On November 19, SMIC's stock fell by 2.00%, closing at 115.60 CNY per share, with a trading volume of 30.90 billion CNY and a turnover rate of 1.32% [1] - Year-to-date, SMIC's stock price has increased by 22.17%, but it has decreased by 3.37% over the last five trading days and 8.84% over the last twenty days [2] - In the last sixty days, the stock price has risen by 32.93% [2] Group 2: Financial Performance - For the period from January to September 2025, SMIC reported a revenue of 49.51 billion CNY, representing a year-on-year growth of 18.22% [3] - The net profit attributable to shareholders for the same period was 3.82 billion CNY, reflecting a year-on-year increase of 41.09% [3] Group 3: Shareholder Information - As of September 30, 2025, SMIC had 336,200 shareholders, an increase of 33.27% from the previous period [3] - The average number of circulating shares per shareholder was 6,134, a decrease of 25.41% [3] - Notable changes in institutional holdings include a reduction in shares held by major ETFs, with new entries from two ETFs [3]

Core Viewpoint - ChipLink Integrated Circuit Manufacturing Co., Ltd. has shown a significant increase in stock price and revenue, despite a recent decline in share price and net outflow of funds [1][2]. Financial Performance - As of September 30, 2025, ChipLink achieved a revenue of 5.422 billion yuan, representing a year-on-year growth of 19.23% [2]. - The company reported a net profit attributable to shareholders of -463 million yuan, which is a 32.32% increase compared to the previous period [2]. Stock Performance - The stock price of ChipLink decreased by 2.00% to 6.85 yuan per share, with a trading volume of 163 million yuan and a turnover rate of 0.53% [1]. - Year-to-date, the stock price has increased by 33.53%, with a 6.04% rise over the last five trading days, 7.20% over the last twenty days, and 26.15% over the last sixty days [1]. 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 largest circulating shareholder is E Fund's SSE STAR 50 ETF, holding 182 million shares, a decrease of 23.21 million shares from the previous period [2]. Business Overview - ChipLink specializes in wafer foundry and module packaging testing services, focusing on MEMS and power devices, with 85.96% of revenue coming from integrated circuit wafer manufacturing [1]. - The company is categorized under the semiconductor industry, with concepts including SMIC, smart vehicles, IGBT, integrated circuits, and analog chips [1].

11月19日，东芯股份盘中上涨2.00%，截至09:38，报110.95元/股，成交8.53亿元，换手率1.75%，总市 值490.68亿元。 东芯股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：GPU、车联网（车路 云）、汽车芯片、集成电路、中芯国际概念等。 截至9月30日，东芯股份股东户数5.13万，较上期增加168.45%；人均流通股8627股，较上期减少 62.75%。2025年1月-9月，东芯股份实现营业收入5.73亿元，同比增长28.09%；归母净利润-1.46亿元， 同比减少12.16%。 分红方面，东芯股份A股上市后累计派现1.35亿元。近三年，累计派现5572.35万元。 机构持仓方面，截止2025年9月30日，东芯股份十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第三大流通股东，持股703.25万股，相比上期减少29.08万股。香港中央结算有限公司位居第五大流 通股东，持股368.08万股，为新进股东。南方中证1000ETF（512100）位居第七大流通股东，持股 283.14万股，相比上期减少3.05万股。国联安半导体ETF（512480）位居第十大流通 ...

Core Viewpoint - ChipLink Integrated experienced a stock price decline of 2.09% on November 18, with a current price of 7.01 CNY per share and a total market capitalization of 58.763 billion CNY [1] Financial Performance - For the period from January to September 2025, ChipLink Integrated reported a revenue of 5.422 billion CNY, representing a year-on-year growth of 19.23%. However, the net profit attributable to shareholders was -463 million CNY, showing a year-on-year increase of 32.32% in losses [2] Stock Market Activity - As of November 18, the stock had a trading volume of 5.87 billion CNY, with a turnover rate of 1.87%. The main funds saw a net outflow of 90.156 million CNY, with large orders accounting for 22.58% of purchases and 37.95% of sales [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for ChipLink Integrated was 139,800, an increase of 0.34% from the previous period. The average number of circulating shares per person decreased by 0.34% to 31,681 shares [2] Business Overview - ChipLink Integrated, established on March 9, 2018, and listed on May 10, 2023, specializes in wafer foundry and module packaging testing services in the MEMS and power device sectors. The revenue composition includes 85.96% from integrated circuit wafer manufacturing, 9.24% from module packaging, 3.58% from other services, and 1.21% from R&D services [1] Industry Classification - The company is classified under the Shenwan industry category of Electronics - Semiconductors - Integrated Circuit Manufacturing, and is associated with concepts such as SMIC International, smart vehicles, IGBT concepts, integrated circuits, and analog chips [1]

来源：新浪证券-红岸工作室 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 中芯国际所属申万行业为：电子-半导体-集成电路制造。所属概念板块包括：IGBT概念、集成电路、大 基金概念、半导体、中芯国际概念等。 截至9月30日，中芯国际股东户数33.62万，较上期增加33.27%；人均流通股6134股，较上期减少 25.41%。2025年1月-9月，中芯国际实现营业收入495.10亿元，同比增长18.22%；归母净利润38.18亿 元，同比增长41.09%。 机构持仓方面，截止2025年9月30日，中芯国际十大流通股东中，易方达上证科创板50ETF（588080） 位居第五大流通股东，持股5730.50万股，相比上期减少1650.36万股。华夏上证科创板50成份ETF （588000）位居第六大流通股东，持股5599.90万 ...

Core Viewpoint - The company Meai Technology (美埃科技) is experiencing fluctuations in stock performance, with a recent decline of 1.84% and a total market capitalization of 6.385 billion yuan, while also being recognized as a leader in the domestic semiconductor cleanroom equipment sector [1][3]. Company Overview - Meai Technology specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a primary revenue source from cleanroom air filtration and clean wall systems, accounting for 90.18% of total revenue [3][7]. - The company was awarded the national-level "specialized, refined, distinctive, and innovative" title at the end of 2021, solidifying its position as a leading domestic enterprise in the semiconductor cleanroom equipment market [3][7]. Financial Performance - For the period from January to September 2025, Meai Technology reported a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to shareholders decreased by 5.17% to 141 million yuan [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Supply Chain - Meai Technology has developed the first domestic 28nm lithography equipment and provides essential air purification products to major international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive standing in both domestic and international markets [2][3]. - The company has a long-term supply relationship with SMIC (中芯国际), providing various air filtration products necessary for maintaining the required air cleanliness standards for advanced semiconductor manufacturing processes [2][3]. Stock and Trading Analysis - The stock has seen a net inflow of 2.71 million yuan today, with a trading volume of 145 million yuan and a turnover rate of 5.84%, indicating a relatively low level of trading activity [1][4]. - The average trading cost of the stock is 48.37 yuan, with the current price approaching a support level of 47.50 yuan, suggesting potential volatility in the near term [6].