半导体设备
Search documents
中微公司股价涨5.49%,中银基金旗下1只基金重仓,持有4.06万股浮盈赚取78.48万元
Xin Lang Cai Jing· 2026-01-15 05:59
中银上证科创板50ETF(588720)成立日期2025年3月27日,最新规模2.06亿。今年以来收益11.55%, 同类排名702/5525;成立以来收益50.97%。 中银上证科创板50ETF(588720)基金经理为赵建忠。 从基金十大重仓股角度 数据显示,中银基金旗下1只基金重仓中微公司。中银上证科创板50ETF(588720)三季度减持6.23万 股,持有股数4.06万股,占基金净值比例为5.89%,位居第五大重仓股。根据测算,今日浮盈赚取约 78.48万元。 截至发稿,赵建忠累计任职时间10年225天,现任基金资产总规模52.22亿元,任职期间最佳基金回报 130.97%, 任职期间最差基金回报-31.32%。 1月15日,中微公司涨5.49%,截至发稿,报371.71元/股,成交38.57亿元,换手率1.73%,总市值 2327.44亿元。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口 ...
香港“新型工业加速计划”新项目获评审委员会支持 投资逾8亿港元建半导体设备生产线
智通财经网· 2026-01-15 05:55
Core Viewpoint - The Hong Kong Innovation and Technology Commission has approved a new industrial acceleration plan submitted by East Microelectronics Hong Kong, which aims to establish a new production line for semiconductor equipment with a total budget exceeding HKD 800 million, and expects funding of approximately HKD 200 million from the "Acceleration Plan" [1] Group 1: Government Support and Initiatives - The project is expected to bring advanced manufacturing technology to Hong Kong and enhance the competitiveness of the local industry [1] - The government will continue to support enterprises in promoting new industrialization and high-quality economic development in Hong Kong [1] Group 2: Acceleration Plan Details - The "Acceleration Plan" provides funding for strategic industries such as life and health technology, artificial intelligence and data science, as well as advanced manufacturing and new energy technology [1] - Companies must invest at least HKD 100 million to establish new smart production facilities in Hong Kong to qualify for the funding, which is provided in a matching format of one (government) to two (enterprise) [1] - The maximum funding amount for each company is capped at HKD 200 million, with additional support available for hiring research talent and/or technical personnel [1]
中微公司涨2.02%,成交额25.59亿元,主力资金净流出5474.36万元
Xin Lang Cai Jing· 2026-01-15 05:54
Core Viewpoint - The company, Zhongwei Semiconductor Equipment, has shown significant stock performance and financial growth, indicating a strong position in the semiconductor equipment industry. Group 1: Stock Performance - On January 15, Zhongwei's stock rose by 2.02%, reaching 359.50 yuan per share, with a trading volume of 2.559 billion yuan and a turnover rate of 1.16%, resulting in a total market capitalization of 225.099 billion yuan [1] - Year-to-date, Zhongwei's stock price has increased by 31.82%, with a 3.94% rise over the last five trading days, 38.55% over the last 20 days, and 20.24% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Zhongwei achieved a revenue of 8.063 billion yuan, representing a year-on-year growth of 46.40%, and a net profit attributable to shareholders of 1.211 billion yuan, up by 32.66% year-on-year [2] - Since its A-share listing, Zhongwei has distributed a total of 496 million yuan in dividends [3] Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Zhongwei had 60,800 shareholders, an increase of 29.52% from the previous period, with an average of 10,301 circulating shares per person, a decrease of 22.79% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 55.8939 million shares, and various ETFs showing a decrease in holdings [3]
矽电股份股价涨5.14%,先锋基金旗下1只基金重仓,持有2100股浮盈赚取2.98万元
Xin Lang Cai Jing· 2026-01-15 05:54
1月15日,矽电股份涨5.14%,截至发稿,报290.50元/股,成交4.44亿元,换手率15.31%,总市值121.22 亿元。 资料显示,矽电半导体设备(深圳)股份有限公司位于广东省深圳市龙岗区龙城街道黄阁坑社区龙城工业 园3号厂房三楼东区、五楼中西区,成立日期2003年12月25日,上市日期2025年3月24日,公司主营业务 涉及主要从事半导体专用设备的研发、生产和销售,专注于半导体探针测试技术领域。主营业务收入构 成为:晶粒探针台54.52%,晶圆探针台34.00%,其他11.48%。 从基金十大重仓股角度 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 先锋量化优选A(006401)成立日期2019年5月15日,最新规模3825.11万。今年以来收益4.94%,同类 排名3350/8840;近一年收益32.41%,同类排名3902/8094;成立以来收益9357.05%。 先锋量化优选A(006401)基金经理为曾捷。 截至发稿,曾捷累计任职 ...
至纯科技涨2.02%,成交额4.92亿元,主力资金净流入1355.72万元
Xin Lang Zheng Quan· 2026-01-15 05:39
Core Viewpoint - ZhiChun Technology's stock has shown fluctuations in price and trading volume, reflecting investor sentiment and market conditions, with a notable increase in shareholder numbers and a decrease in average shares held per shareholder [1][2]. Group 1: Stock Performance - On January 15, ZhiChun Technology's stock rose by 2.02%, reaching 32.34 CNY per share, with a trading volume of 4.92 billion CNY and a turnover rate of 4.03%, resulting in a total market capitalization of 12.385 billion CNY [1]. - Year-to-date, the stock price has increased by 2.83%, with a 1.19% decline over the last five trading days, an 11.10% increase over the last 20 days, and a 5.02% decline over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, ZhiChun Technology reported a revenue of 2.367 billion CNY, a year-on-year decrease of 10.33%, and a net profit attributable to shareholders of 84.697 million CNY, down 56.08% year-on-year [2]. Group 3: Shareholder and Institutional Holdings - As of October 31, the number of shareholders for ZhiChun Technology reached 110,800, an increase of 43.52% from the previous period, while the average number of shares held per shareholder decreased by 30.32% to 3,457 shares [2]. - The company has distributed a total of 248 million CNY in dividends since its A-share listing, with 136 million CNY distributed over the past three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 6.6843 million shares, and Guotai Junan's ETF is the ninth largest with 2.8115 million shares, both being new shareholders [3].
长川科技涨2.07%,成交额24.62亿元,主力资金净流入2313.24万元
Xin Lang Zheng Quan· 2026-01-15 05:37
资料显示,杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号,成立日期2008年4月10 日,上市日期2017年4月17日,公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为:测试机57.68%,分选机32.73%,其他9.59%。 1月15日,长川科技(维权)盘中上涨2.07%,截至13:24,报131.72元/股,成交24.62亿元,换手率 3.91%,总市值835.64亿元。 资金流向方面,主力资金净流入2313.24万元,特大单买入3.28亿元,占比13.31%,卖出3.25亿元,占比 13.22%;大单买入6.32亿元,占比25.69%,卖出6.12亿元,占比24.85%。 长川科技今年以来股价涨30.02%,近5个交易日涨6.53%,近20日涨50.43%,近60日涨55.20%。 长川科技所属申万行业为:电子-半导体-半导体设备。所属概念板块包括:半导体设备、专精特新、半 导体、集成电路、大基金概念等。 截至11月10日,长川科技股东户数11.91万,较上期减少9.84%;人均流通股4108股,较上期增加 11.81%。2025年1月-9月,长川科技实现营业收入3 ...
半导体设备板块早盘震荡,资金逆势布局,半导体设备ETF易方达(159558)半日净申购超7000万份
Sou Hu Cai Jing· 2026-01-15 05:14
1月15日早盘,科技方向集体降温,半导体设备板块跌幅相对较窄,指数层面,中证云计算与大数据主题指数下跌2.5%,中证芯片产业指数下跌1.0%,中证 半导体材料设备主题指数下跌0.3%,资金逆势布局,半导体设备ETF易方达(159558)半日净申购超7000万份。 浙商证券认为,2025年半导体设备板块显著跑赢大盘,其中前道设备营收持续高增长,利润增速结构性放缓;后道设备迎来爆发式增长,净利率显著提升, 行业呈现高景气态势。 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 截至午间收盘 该指数涨跌 -1.0% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 同标的指数中规模居第一 低费率(0.15%+0. 05%费 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 -0.3% 每日经济新闻 ...
AI应用、商业航天回撤,半导体、有色、化工发力,沪深300ETF华夏(510330)成交放量
Sou Hu Cai Jing· 2026-01-15 04:03
华夏基金投资者回报研究中心表示:复盘2024年9月及2025年8月,市场成交额突破3万亿大关、快速上涨的行情,赚钱效应有力激发了人气,即使后续大盘 步入震荡,市场依然活跃一段时间。对于普通个人投资者,参与主题投资难度较大,可以选择宽基如沪深300指数ETF锚定大势。 1月15日早盘,前期强势的AI应用、商业航天退潮,沪深300ETF持仓股中国卫通、润泽股份、用友网络等板块权重股跌超8%;与此同时,此前处于震荡的 半导体设备、新能源及周期(锂电、化工)方向回暖,沪深300ETF持仓股紫光国微涨停,其余持仓股华友钴业、江西铜业、赣锋锂业、中国巨石、洛阳钼 业均上涨超4%。 另外,值得注意的是,沪深300ETF华夏(510330.SH)盘中下探时,成交显著放量,或有资金逢低入场。据悉,沪深300指数汇集了沪深两市大盘蓝筹股, 传统蓝筹+新质生产力均衡分布,是A股标杆性指数,也是类平准资金的"压舱"资产。沪深300ETF华夏(510330.SH)为全市场同类标的费率最低,充分让利 投资者。 每日经济新闻 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可 ...
亚电科技终止科创板IPO 原拟募资9.5亿元
Zhong Guo Jing Ji Wang· 2026-01-15 02:41
中国经济网北京1月15日讯 据上交所官网消息,上交所决定终止江苏亚电科技股份有限公司(以下简称"亚电科技") 首次公开发行股票并在科创板上市审核。 日前,亚电科技和保荐人华泰联合证券有限责任公司向上交所提交了《江苏亚电科技股份有限公司关于撤回首次公开 发行股票并在科创板上市申请文件的申请》和《华泰联合证券关于撤回江苏亚电科技股份有限公司首次公开发行股票 并在科创板上市申请文件的申请》,申请撤回发行上市申请文件。根据《上海证券交易所股票发行上市审核规则》第 六十三条的有关规定,上交所决定终止对亚电科技首次公开发行股票并在科创板上市的审核。 亚电科技系国内领先的湿法清洗设备供应商,主要从事硅基半导体、化合物半导体及光伏领域湿法清洗设备的研发、 生产和销售。 截至招股说明书签署日,钱诚直接持有公司22.59%的股份,通过全资控股的无锡亚腾担任亚电合伙的执行事务合伙 人从而控制亚电合伙所持公司14.89%股份的表决权,通过全资控股的无锡亚腾担任止于至善的执行事务合伙人从而 控制止于至善所持公司3.81%股份的表决权,合计控制公司41.29%股份的表决权,并担任公司董事长兼总经理,系公 司的控股股东、实际控制人。杜建生 ...
纳尔股份终止收购菲莱测试 曾计划进军半导体赛道
Zheng Quan Shi Bao Wang· 2026-01-14 23:47
Group 1 - The company NAR Co., Ltd. announced the termination of its acquisition plan for Shanghai Feilai Testing Technology Co., Ltd. after failing to reach consensus on key cooperation arrangements during negotiations [1][2] - The acquisition was initially intended to allow NAR to hold at least 51% of Feilai Testing, thereby gaining control and entering the semiconductor equipment sector, with an estimated transaction value of approximately 350 to 400 million yuan [1][2] - NAR emphasized the strategic importance of the acquisition for creating a second growth curve and overcoming limitations in its existing business [1] Group 2 - Feilai Testing specializes in semiconductor chip testing reliability solutions, offering a comprehensive range of products including wafer AOI equipment and chip testers under its "FeedLiTech" brand [2] - The termination was attributed to disagreements on equity proportions and concerns regarding the maturity of business integration and governance structures between NAR and Feilai Testing [2] - NAR plans to continue leveraging its resources to strengthen its core business and enhance competitiveness, while also announcing a private placement to acquire 100% of Nantong NAR's shares [2][3] Group 3 - Nantong NAR focuses on the research, production, and sales of automotive protective films, serving major clients such as Seres and BYD, and has established itself as a leading player in its niche market [3] - Financial projections indicate that Nantong NAR's net profits are expected to be 19.33 million yuan in 2023 and 33.96 million yuan in 2024, with a net profit of 66.66 million yuan reported for the first three quarters of 2025 [3]