Core Insights - Chipone Microelectronics has seen a stock price increase of 7.89% over the past four days, currently trading at 129.95 CNY per share with a market capitalization of 17.12 billion CNY [1] Company Overview - Chipone Microelectronics, established on June 30, 2015, and listed on April 1, 2021, is based in Hefei, Anhui Province. The company specializes in the research, manufacturing, and sales of direct imaging equipment and related maintenance services, focusing on micro-nano direct writing lithography technology [1] - The company's main revenue source comes from laser direct imaging equipment, accounting for 99.58% of total revenue, while other services contribute 0.42% [1] Fund Holdings - The Xinghe Anying Mixed A Fund (017813) holds a significant position in Chipone Microelectronics, with 3,500 shares representing 4.34% of the fund's net value, making it the seventh-largest holding [2] - The fund has generated a floating profit of approximately 26.25 million CNY today, with a total floating profit of 33,200 CNY during the four-day stock price increase [2] Fund Manager Performance - The fund manager, Sun Qi, has a tenure of 9 years and 197 days, with a total fund size of 6.40 million CNY and a best return of 12.73% during his tenure [3] - Co-manager Liang Chenxing has been in the role for 2 years and 78 days, managing a fund size of 55.41 million CNY, achieving a best return of 88.37% [3]

Core Viewpoint - ChipMOS Technologies (芯碁微装) has submitted a listing application to the Hong Kong Stock Exchange, with CICC acting as the sole sponsor [1]. Company Overview - ChipMOS Technologies is a global leader in the direct imaging lithography industry, providing core equipment for advanced information technology in the AI era. The company focuses on high-precision micro-nano lithography technology and its application in various innovative uses [4]. - According to ZhiShi Consulting, ChipMOS is the largest supplier of PCB direct imaging equipment globally, with a market share of 15.0% based on projected revenue for 2024. It is the only company with business coverage across PCB, IC substrates, advanced packaging, and mask applications as of June 30, 2025 [4]. - The company has a comprehensive R&D technical system that includes light sources, exposure engines, precision work tables, alignment and focusing, data links, and modular system design. It aims to provide innovative, stable, and reliable micro-nano direct writing lithography equipment to maximize customer value [4]. Financial Performance - For the fiscal years ending December 31 and the six months ending June 30, the company reported the following revenues and profits: - 2022: Revenue of approximately 652.3 million RMB, profit of 136.6 million RMB - 2023: Revenue of approximately 828.9 million RMB, profit of 179.3 million RMB - 2024: Revenue of approximately 953.9 million RMB, profit of 160.7 million RMB - 2025 (first half): Revenue of approximately 654.3 million RMB, profit of 142.0 million RMB [5][7].