9月26日，德科立盘中下跌2.07%，截至09:44，报123.89元/股，成交1.91亿元，换手率0.96%，总市值 196.10亿元。 德科立所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光电子、5G、光通 信、CPO概念、百元股等。 截至6月30日，德科立股东户数9508.00，较上期减少10.52%；人均流通股9395股，较上期增加47.14%。 2025年1月-6月，德科立实现营业收入4.33亿元，同比增长5.93%；归母净利润2809.37万元，同比减少 48.17%。 分红方面，德科立A股上市后累计派现1.42亿元。 机构持仓方面，截止2025年6月30日，德科立十大流通股东中，景顺长城品质长青混合A（010350）位 居第一大流通股东，持股301.15万股，为新进股东。财通价值动量混合A（720001）位居第三大流通股 东，持股205.31万股，为新进股东。易方达远见成长混合A（010115）位居第四大流通股东，持股 145.20万股，相比上期增加26.65万股。新华优选分红混合A（519087）位居第五大流通股东，持股 136.90万股，相比上期增加22.86万股。中 ...

9月23日，长芯博创盘中下跌2.01%，截至09:48，报125.58元/股，成交8.42亿元，换手率2.43%，总市值 365.57亿元。 机构持仓方面，截止2025年6月30日，长芯博创十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股623.75万股，相比上期增加205.56万股。财通价值动量混合A（720001）位居第八大流通 股东，持股222.23万股，为新进股东。财通资管数字经济混合发起式A（017483）位居第九大流通股 东，持股209.15万股，为新进股东。兴业兴睿两年持有期混合A（013910）、新华优选分红混合A （519087）、易方达远见成长混合A（010115）退出十大流通股东之列。 资金流向方面，主力资金净流出6558.46万元，特大单买入5972.29万元，占比7.09%，卖出9410.53万 元，占比11.18%；大单买入2.10亿元，占比24.95%，卖出2.41亿元，占比28.66%。 责任编辑：小浪快报 长芯博创所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光电子、年度强 势、IDC概念（数据中心）、芯片概念、集成电路等。 截至6月30 ...

Group 1 - The third China Listed Companies Industry Development Forum was held in Shanghai, focusing on "Future Industries and State Capital Empowering Listed Companies," attracting nearly 300 listed companies and over 800 industry and capital elites [3] - Changjiang New Momentum Fund, managed by Chen Hui, will focus on future industries and technological innovation, particularly in artificial intelligence, chips, optoelectronics, and low-altitude economy over the next 3 to 5 years [3] - The fund manages over 30 billion yuan related to listed companies and emphasizes strategic collaboration and industrial empowerment for long-term win-win relationships [3][4] Group 2 - Chen Hui highlighted that the fund does not blindly chase trends but focuses on the long-term value of enterprises, considering the integration and synergy with local industries [4] - The fund's support extends beyond financial investment to include project introduction, resource coordination, and technology incubation, showcasing the characteristics of patient capital [4] - The fund aims to clarify its ability to empower enterprises from the outset and become a partner in high-quality development, focusing on multi-dimensional value [4][5] Group 3 - The fund has successfully invested in technology innovation projects and supported companies like Hubei Yihua through a relief fund, achieving significant results [4] - A notable case involved promoting Shuanghuan Technology through external incubation and acquisition, resulting in over 50% investment returns and enhanced company value [4] - The fund will maintain a differentiated positioning in hot sectors like AI models and solid-state batteries, prioritizing industrial synergy and strategic implementation over following market trends [4]

Core Viewpoint - Qingshan Paper Industry (SH600103) experienced a limit down on September 22, 2025, with a price of 3.93 yuan, reflecting a decline of 10.07% and a total market capitalization of 8.806 billion yuan [1] Group 1: Company Performance - The company's operating revenue decreased by 15.27% year-on-year, indicating significant market pressure [2] - Operating cash flow was -66.16 million yuan, a year-on-year decline of 181.62%, highlighting liquidity risks [2] - Progress on the Xuanxian Pharmaceutical project is severely lagging, with only 0.82% of the investment completed, making it difficult to meet the timeline for the first phase of the project [2] Group 2: Industry and Market Environment - Despite the addition of a small-cap concept on September 19, 2025, the company faces intense competition, with net profit growth being minimal and not standing out in the industry [2] - The paper industry is currently under pressure due to changes in market demand and fluctuations in raw material prices, affecting the overall development of the sector [2] - Related sectors, including paper and optoelectronics, have also shown poor performance recently, impacting Qingshan Paper's stock price [2] Group 3: Financial and Technical Analysis - Recent fund flows indicated that while there was net buying from retail and foreign investors on September 18, 2025, retail investors' short-term trading strategies may lead to stock price volatility [2] - Technical indicators such as MACD showing bearish signals could prompt investors to sell, contributing to the stock's limit down [2]

Group 1 - A-shares experienced a collective decline on September 18, with all three major indices falling over 1%, specifically the Shanghai Composite Index down 1.15%, the Shenzhen Component down 1.06%, and the ChiNext Index down 1.64% [1] - The total trading volume exceeded 3 trillion yuan, indicating an increase in trading activity, with 1,029 stocks rising and 4,304 stocks declining [1] - The public utilities sector showed strong performance, with notable gains from Yunnan Tourism up 10.05%, Qujiang Cultural Tourism up 10.01%, and Fulongma up 9.99% [1] Group 2 - Analysts from Huatai Securities noted that the Federal Reserve's interest rate cut of 25 basis points was in line with market expectations, with two more cuts anticipated within the year [2] - The market is expected to experience increased volatility following the Fed's rate cut, as the Shanghai Composite Index has shown weaker performance compared to the Shenzhen Component and ChiNext Index since late August [2] - The upcoming September Loan Prime Rate (LPR) announcement is highly anticipated, especially after the LPR remained unchanged for three consecutive months following a cut in May [2]

9月17日，长芯博创盘中上涨2.02%，截至09:53，报119.21元/股，成交5.71亿元，换手率1.81%，总市值 347.03亿元。 长芯博创今年以来股价涨157.31%，近5个交易日涨1.13%，近20日涨12.12%，近60日涨90.98%。 今年以来长芯博创已经2次登上龙虎榜，最近一次登上龙虎榜为8月27日。 资料显示，长芯博创科技股份有限公司位于浙江省嘉兴市南湖区亚太路306号，成立日期2003年7月8 日，上市日期2016年10月12日，公司主营业务涉及光通信领域集成光电子器件的研发、生产和销售。主 营业务收入构成为：数据通信、消费及工业互联市场81.36%，电信市场18.46%，其他(补充)0.18%。 资金流向方面，主力资金净流入1967.60万元，特大单买入5224.94万元，占比9.14%，卖出4520.80万 元，占比7.91%；大单买入1.43亿元，占比25.11%，卖出1.31亿元，占比22.90%。 截至6月30日，长芯博创股东户数4.25万，较上期减少13.81%；人均流通股6331股，较上期增加 16.83%。2025年1月-6月，长芯博创实现营业收入12.00亿元，同比 ...

9月16日，长芯博创盘中下跌2.03%，截至10:13，报115.46元/股，成交7.66亿元，换手率2.42%，总市值 336.11亿元。 资料显示，长芯博创科技股份有限公司位于浙江省嘉兴市南湖区亚太路306号，成立日期2003年7月8 日，上市日期2016年10月12日，公司主营业务涉及光通信领域集成光电子器件的研发、生产和销售。主 营业务收入构成为：数据通信、消费及工业互联市场81.36%，电信市场18.46%，其他(补充)0.18%。 长芯博创所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光电子、集成电 路、芯片概念、年度强势、半导体等。 截至6月30日，长芯博创股东户数4.25万，较上期减少13.81%；人均流通股6331股，较上期增加 16.83%。2025年1月-6月，长芯博创实现营业收入12.00亿元，同比增长59.54%；归母净利润1.68亿元， 同比增长1121.21%。 分红方面，长芯博创A股上市后累计派现2.19亿元。近三年，累计派现1.04亿元。 资金流向方面，主力资金净流出4214.71万元，特大单买入8738.74万元，占比11.41%，卖出9109.87 ...

Core Viewpoint - Guangxun Technology's stock has shown significant growth in 2023, with a year-to-date increase of 25.62% and a recent surge of 51.65% over the past 60 days, indicating strong market performance and investor interest [1][2]. Company Overview - Guangxun Technology, established on January 22, 2001, and listed on August 21, 2009, is located in Wuhan, Hubei Province. The company specializes in the research, production, sales, and technical services of optoelectronic devices and subsystems [1]. - The company's main business revenue composition is as follows: Data and Access (70.86%), Transmission (28.94%), and Other (0.20%) [1]. Financial Performance - For the first half of 2025, Guangxun Technology reported a revenue of 5.243 billion yuan, representing a year-on-year growth of 68.59%. The net profit attributable to shareholders was 372 million yuan, reflecting a year-on-year increase of 78.42% [2]. - Since its A-share listing, Guangxun Technology has distributed a total of 1.641 billion yuan in dividends, with 537 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Guangxun Technology reached 130,200, an increase of 5.18% from the previous period. The average number of circulating shares per shareholder decreased by 4.91% to 5,938 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.3308 million shares (a decrease of 1.0675 million shares), and Southern CSI 500 ETF, which increased its holdings by 1.0777 million shares to 7.1633 million shares [3].

截至6月30日，长芯博创股东户数4.25万，较上期减少13.81%；人均流通股6331股，较上期增加 16.83%。2025年1月-6月，长芯博创实现营业收入12.00亿元，同比增长59.54%；归母净利润1.68亿元， 同比增长1121.21%。 分红方面，长芯博创A股上市后累计派现2.19亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年6月30日，长芯博创十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股623.75万股，相比上期增加205.56万股。财通价值动量混合A（720001）位居第八大流通 股东，持股222.23万股，为新进股东。财通资管数字经济混合发起式A（017483）位居第九大流通股 东，持股209.15万股，为新进股东。兴业兴睿两年持有期混合A（013910）、新华优选分红混合A （519087）、易方达远见成长混合A（010115）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入1323.31万元，特大单买入6220.60万元，占比9.47%，卖出5088.27万 元，占比7.75%；大单买入1.50亿元，占比22.84%，卖出1. ...

Core Viewpoint - Guangxun Technology's stock has shown significant growth this year, with a year-to-date increase of 16.78% and a recent surge in trading activity, indicating strong investor interest and market performance [1][2]. Company Overview - Guangxun Technology, established on January 22, 2001, and listed on August 21, 2009, is located in Wuhan, Hubei Province. The company specializes in the research, production, sales, and technical services of optoelectronic devices and subsystems [1]. - The company's main business revenue composition is as follows: Data and Access (70.86%), Transmission (28.94%), and Others (0.20%) [1]. Financial Performance - For the first half of 2025, Guangxun Technology reported a revenue of 5.243 billion yuan, representing a year-on-year growth of 68.59%. The net profit attributable to shareholders was 372 million yuan, reflecting a year-on-year increase of 78.42% [2]. - Since its A-share listing, Guangxun Technology has distributed a total of 1.641 billion yuan in dividends, with 537 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Guangxun Technology reached 130,200, an increase of 5.18% from the previous period. The average number of circulating shares per shareholder decreased by 4.91% to 5,938 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.3308 million shares (a decrease of 1.0675 million shares), and Southern CSI 500 ETF, which increased its holdings by 1.0777 million shares to 7.1633 million shares [3].