数据显示，诺安基金旗下1只基金重仓微导纳米。诺安高端制造股票A（001707）二季度增持1万股，持 有股数9万股，占基金净值比例为4.21%，位居第七大重仓股。根据测算，今日浮盈赚取约21.6万元。 诺安高端制造股票A（001707）成立日期2017年6月8日，最新规模6273.19万。今年以来收益28.72%， 同类排名1670/4222；近一年收益59.24%，同类排名1655/3804；成立以来收益76.6%。 9月17日，微导纳米涨5.06%，截至发稿，报49.79元/股，成交4.99亿元，换手率10.12%，总市值229.61 亿元。 资料显示，江苏微导纳米科技股份有限公司位于江苏省无锡市新吴区长江南路27号，成立日期2015年12 月25日，上市日期2022年12月23日，公司主营业务涉及以ALD技术为核心,致力于先进微、纳米级薄膜 沉积技术和设备的研究与产业化应用,为光伏、集成电路、柔性电子等半导体与泛半导体行业提供高端 装备与技术解决方案。主营业务收入构成为：光伏设备76.54%，半导体设备18.43%，配套产品及服务 3.07%，其他1.89%，其他(补充)0.07%。 从基金十大重仓股角度 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为正在对江苏微导纳米科技股份有限公司 （以下简称"微导纳米""公司"）进行持续督导工作的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持续督导职责，并出具本持续督导 半年度跟踪报告。 一、持续督导工作概述 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的权利义务，并报上海证券交 易所备案。 3、本持续督导期间，保荐人根据相关法规和规范性文件的要求履行持续督导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； 基于前述保荐人开展的持续督导工作，本持续督导期间，保荐人和保荐代表人未发现公司存在重大问 题。 三、重大风险事项 本持续督导期间，公司主要的风险事项如下： （2）查阅公司财务管理、会计核算和内部审计等内部控制制度； （3）查阅公司与控股股东及其关联方的资金往来明细及相关内部审议文件、信息披露文件； （4）查 ...

Investment Rating - Investment Rating: "Accumulate" (Maintain) [1] Core Views - The company reported a significant increase in performance, with a 33.42% year-on-year growth in revenue to 1.05 billion yuan and a 348.95% increase in net profit to 192 million yuan for the first half of 2025 [4] - The semiconductor business continues to grow, with a 27.17% increase in revenue and a substantial order backlog of 2.328 billion yuan, reflecting a 54.72% increase since the beginning of the year [6][7] - The photovoltaic segment is also showing resilience, with ongoing technology upgrades and new battery technology development, contributing to stable growth [8] Financial Performance Summary - For the first half of 2025, the company achieved a revenue of 1.05 billion yuan, with a gross margin of 36.05% and a net profit margin of 18.32% [4] - In Q2 2025, revenue was 540 million yuan, a 12.43% decline year-on-year but a 5.76% increase quarter-on-quarter, with net profit reaching 108 million yuan, up 175.65% year-on-year [5] - The company forecasts revenues of 2.946 billion yuan, 3.332 billion yuan, and 3.589 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 318 million yuan, 496 million yuan, and 530 million yuan for the same years [9][10] Business Segment Analysis - Semiconductor: The company is focusing on expanding its semiconductor product offerings, with several new ALD and CVD equipment series gaining market acceptance and orders from key clients [7] - Photovoltaic: The company is enhancing its technology capabilities and optimizing costs while expanding its market presence, particularly with its JW series edge passivation equipment and new XBC battery line solutions [8]