Core Viewpoint - Guangli Technology's stock has shown a year-to-date increase of 22.64%, despite recent declines in the short term, indicating potential volatility in its market performance [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% [2]. - The company's net profit attributable to shareholders reached 36.52 million yuan, marking a significant year-on-year increase of 167.44% [2]. - Cumulatively, the company has distributed 166.7 million yuan in dividends since its A-share listing, with 87.95 million yuan distributed over the past three years [2]. Stock Market Activity - As of November 27, Guangli Technology's stock price was 15.82 yuan per share, with a market capitalization of 5.582 billion yuan [1]. - The stock experienced a trading volume of 25.38 million yuan and a turnover rate of 0.65% on the same day [1]. - The net inflow of main funds was 629,000 yuan, with large orders accounting for 6.31% of total purchases [1]. Shareholder Information - As of November 20, the number of shareholders for Guangli Technology was 25,000, reflecting a decrease of 3.85% from the previous period [2]. - The average number of circulating shares per shareholder increased by 4.00% to 9,901 shares [2]. - Hong Kong Central Clearing Limited emerged as the fourth largest circulating shareholder, holding 2.0628 million shares as a new investor [2]. Business Overview - Guangli Technology, established on January 22, 1994, and listed on July 2, 2015, operates primarily in the fields of safety production monitoring equipment and semiconductor packaging and testing equipment [1]. - The revenue composition of the company includes 51.26% from safety production monitoring products, 44.79% from semiconductor packaging and testing equipment, and 3.95% from other sources [1]. - The company is classified under the machinery and equipment sector, specifically in specialized equipment for energy and heavy machinery [1].

来源：新浪证券-红岸工作室 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 2、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电 ...

Company Overview - Jin Haitong Semiconductor Equipment Co., Ltd. is located in Qingpu District, Shanghai, established on December 24, 2012, and listed on March 3, 2023. The company specializes in the research, production, and sales of semiconductor chip testing equipment [1][2]. Financial Performance - For the period from January to September 2025, Jin Haitong achieved operating revenue of 482 million yuan, representing a year-on-year growth of 87.88%. The net profit attributable to shareholders was 125 million yuan, showing a year-on-year increase of 178.18% [2]. - Since its A-share listing, Jin Haitong has distributed a total of 35.6963 million yuan in dividends [3]. Stock Performance - As of November 21, Jin Haitong's stock price decreased by 2.10%, trading at 121.45 yuan per share, with a total market capitalization of 7.287 billion yuan. The stock has increased by 68.89% year-to-date, but has seen a decline of 2.85% over the last five trading days and 9.64% over the last twenty days [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on October 14, where it recorded a net purchase of 6.0002 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of Jin Haitong's shareholders was 10,600, an increase of 10.28% from the previous period. The average number of circulating shares per shareholder was 3,927, a decrease of 9.32% [2]. - Among the top ten circulating shareholders, Guoshou Anbao Smart Life Stock A (001672) is the ninth largest shareholder, holding 632,800 shares as a new investor [3]. Market Position - Jin Haitong operates within the electronic semiconductor equipment industry, with its business segments including testing sorting machines (86.69% of revenue), spare parts (12.43%), and other supplementary services (0.88%) [1][2].

Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 36.34 billion yuan, despite a year-to-date increase of 22.52% [1] Group 1: Stock Performance - As of November 21, the stock price is 23.12 yuan per share, with a trading volume of 1.59 billion yuan and a turnover rate of 0.44% [1] - The stock has seen a net outflow of 14.54 million yuan from main funds, with significant buying and selling activity from large orders [1] - Over the past five trading days, the stock has decreased by 6.55%, and over the past 20 days, it has dropped by 22.00% [1] Group 2: Company Overview - Shenzhen Technology Co., Ltd. was established on July 4, 1985, and listed on February 2, 1994, focusing on advanced manufacturing of hard disk heads, electronic products, and other technology [2] - The company's revenue composition includes high-end manufacturing (50.52%), storage semiconductor business (27.13%), and intelligent metering terminals (21.70%) [2] - The company operates within the electronic industry, specifically in consumer electronics and components, and is involved in various concept sectors such as advanced packaging and automotive electronics [2] Group 3: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 11.28 billion yuan, reflecting a year-on-year growth of 3.93%, and a net profit of 756 million yuan, up 14.27% [2] - The company has distributed a total of 3.96 billion yuan in dividends since its A-share listing, with 702 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include significant institutional investors, with notable changes in holdings [3]

分红方面，富满微A股上市后累计派现9653.66万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，富满微十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股175.03万股，相比上期增加47.29万股。 责任编辑：小浪快报 今年以来富满微已经1次登上龙虎榜，最近一次登上龙虎榜为4月11日，当日龙虎榜净买入5523.61万 元；买入总计8228.46万元 ，占总成交额比34.60%；卖出总计2704.84万元 ，占总成交额比11.37%。 资料显示，富满微电子集团股份有限公司位于广东省深圳市前海深港合作区听海大道5059号前海鸿荣源 中心B座37层，成立日期2001年11月5日，上市日期2017年7月5日，公司主营业务涉及从事高性能模拟 及数模混合集成电路的设计研发、封装、测试和销售。主营业务收入构成为：电源管理类芯片 38.51%，LED灯、LED控制及驱动类芯片32.16%，MOSFET类芯片14.56%，其他类芯片14.55%，其他 收入0.19%，设计收入0.03%，租赁收入0.00%。 富满微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：WIFI概念 ...

Core Viewpoint - Longji Technology's stock price has experienced a decline of 10.56% year-to-date, with a recent drop of 2.04% on November 19, 2023, indicating potential concerns among investors regarding its performance in the semiconductor industry [1][2]. Financial Performance - For the period from January to September 2025, Longji Technology reported a revenue of 28.669 billion yuan, reflecting a year-on-year growth of 14.78%. However, the net profit attributable to shareholders decreased by 11.39% to 0.954 billion yuan [2]. - Cumulative cash dividends since the A-share listing amount to 1.533 billion yuan, with 0.805 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 376,300, a rise of 17.94%. The average number of circulating shares per person decreased by 15.21% to 4,755 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 52.8334 million shares, a decrease of 48.321 million shares from the previous period [3].

来源：新浪证券-红岸工作室 11月14日，汇成股份跌5.13%，成交额4.51亿元，换手率3.59%，总市值123.72亿元。 异动分析 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 2、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎 ...

11月14日，长电科技盘中下跌2.01%，截至11:01，报37.47元/股，成交7.82亿元，换手率1.16%，总市值 670.49亿元。 资金流向方面，主力资金净流出1.57亿元，特大单买入4285.52万元，占比5.48%，卖出1.35亿元，占比 17.32%；大单买入1.35亿元，占比17.31%，卖出2.00亿元，占比25.55%。 长电科技今年以来股价跌7.96%，近5个交易日跌3.73%，近20日跌5.14%，近60日涨6.30%。 资料显示，江苏长电科技股份有限公司位于江苏省江阴市滨江中路275号，成立日期1998年11月6日，上 市日期2003年6月3日，公司主营业务涉及集成电路的系统集成、设计仿真、技术开发、产品认证、晶圆 中测、晶圆级中道封装测试、系统级封装测试、芯片成品测试并可向世界各地的半导体客户提供直运服 务。主营业务收入构成为：芯片封测99.59%，其他0.35%，租赁收入0.05%。 分红方面，长电科技A股上市后累计派现15.33亿元。近三年，累计派现8.05亿元。 机构持仓方面，截止2025年9月30日，长电科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5 ...

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 - Longji Technology's stock price has shown fluctuations, with a recent increase of 2.01% and a total market capitalization of 70.968 billion yuan, despite a year-to-date decline of 2.58% [1] Financial Performance - For the period from January to September 2025, Longji Technology achieved operating revenue of 28.669 billion yuan, representing a year-on-year growth of 14.78%, while the net profit attributable to shareholders decreased by 11.39% to 0.954 billion yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 17.94% to 376,300, with an average of 4,755 circulating shares per person, which is a decrease of 15.21% [2] - The company has distributed a total of 1.533 billion yuan in dividends since its A-share listing, with 0.805 billion yuan distributed in the last three years [3] Institutional Holdings - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 52.8334 million shares, a decrease of 48.321 million shares from the previous period [3] - Other notable shareholders include various ETFs, all of which have seen a reduction in holdings, indicating a potential shift in institutional investment strategies [3]