国家税务总局发布的最新增值税发票数据显示，10月份，我国新质生产力持续培育壮大。创新产业加快 发展，高技术产业销售收入同比增长13.6%，延续较快增长。其中，高技术服务业、高技术制造业销售 收入同比均保持两位数以上增长。特别是随着"人工智能+"行动加快落地，集成电路、工业机器人、无 人机制造销售收入同比分别增长32.5%、41.7%和38.4%。 高端制造持续发力 装备制造业销售收入同比增长7.3%，今年以来持续高于制造业平均水平，占制造业比重已近一半。 其中，计算机通信设备制造业、船舶及相关装置制造业、电池制造业销售收入同比分别增长10.1%、 24.4%和27.2%，展现强劲发展势头。 数实融合不断突破 10月份，数字经济核心产业销售收入同比增长8.5%，全国企业采购数字技术金额同比增长9.6%，反映 数字产业化和产业数字化持续推进。 其中，数字产品服务业、数字技术应用业销售收入同比分别增长10.2%和13.1%，数字消费拉动作用明 显，为经济发展持续注入新活力。 （文章来源：央视新闻） ...

科创板50指数由科创板中市值大、流动性好的50只股票组成，聚焦"硬科技"龙头，其中数字芯片设计与 集成电路制造行业合计占比超50%；中证半导体材料设备主题指数则更加聚焦半导体设备与半导体材料 领域，相关成分股合计权重约80%。科创板50ETF（588080）、半导体设备ETF易方达（159558）分别 跟踪以上指数，可助力投资者便捷布局半导体产业链。 （文章来源：每日经济新闻） 市场午后整体走强，存储芯片、半导体设备等方向上扬。截至14:45，科创板50指数上涨0.8%，中证半 导体材料设备主题指数上涨2.4%。 中国银河证券指出，头部互联网厂商资本开支预计仍将保持较快增长，Trendforce在11月6日上修对头部 互联网厂商今明两年资本支出的预计，达到2025年4306亿美元（+65%）、2026年6020亿美元 （+40%），支撑未来对算力芯片的需求。 ...

继上周五全线收跌后，本周一市场有所修复，三大指数高开拉升。半导体设备ETF（561980）早盘高开 0.94%，上周五回调期间获资金逆势买入，实现单日净流入7500万元。数据显示，该ETF目前已连续7个 交易日获资金净申购、区间累计吸金3.77亿元，年内份额大增108.8%，最新规模27.37亿元。 自主可控与AI需求打开成长空间，半导体设备ETF（561980）连续7日吸金3.77亿，机构：未来三年行 业或进入右侧收获期 一方面，随着自主可控政策持续支持，大型晶圆厂对中高端设备的验证、测试需求越来越清晰。这些晶 圆厂对明后年扩产规划积极，为国内设备企业提供了强劲的内生增长动力。 另一方面，AI和各类新兴应用驱动带来资本开支持续上调。近期存储器涨价和缺货现象明显，存储板 块明年资本开支需求向好，有望拉动刻蚀、薄膜沉积、先进封装等设备需求。 两大因素共振，半导体设备景气度将持续攀升。从现在往后看三年，半导体自主可控有望进入产业持续 突破的关键周期。郑晓曦预计，从渗透率和国产化率角度，未来三年半导体自主可控有望大幅提升，行 业增速保持高位。 综合来看，自主可控方向核心逻辑是国产化率提升叠加需求驱动带来长期景气高增 ...

10月份，高技术制造业、数字核心产品制造业增加值分别同比增长11.7%、9.4%，分别高于全部规 模以上工业5.9个、3.6个百分点，分别拉动全部规模以上工业增加值增长2.8个、1.9个百分点。光电子器 件制造、锂离子电池制造、集成电路制造行业分别增长21%、27.6%、34.1%；集成电路、工业机器人、 半导体分立器件、工业自动调节仪表与控制系统等产品产量分别增长18.5%、19.9%、11.3%和10.5%。 江苏省统计局同时还发布的前10月固定资产投资和消费数据显示，1—10月，全省固定资产投资同 比下降8.7%。从主要领域看，基础设施投资同比下降2.2%，其中电力热力生产和供应业、装卸搬运和 仓储业投资分别增长22.9%、27.2%；制造业投资下降4.1%，降幅比1—9月收窄0.4个百分点；房地产开 发投资下降19.8%。 1—10月，全省社会消费品零售总额38816.8亿元，同比增长4.0%。10月当月，限上家用电器和音像 器材类、计算机及其配套产品类商品零售额分别增长7.4%、48%。1—10月，全省限额以上批发业、零 售业销售额同比分别增长5.1%、7.6%；限额以上住宿业、餐饮业营业额同比分别 ...

资金流向方面，主力资金净流出7180.91万元，特大单买入9637.75万元，占比13.66%，卖出1.64亿元， 占比23.29%；大单买入2.34亿元，占比33.20%，卖出2.38亿元，占比33.75%。 来源：新浪证券-红岸工作室 11月21日，中芯国际盘中下跌2.02%，截至09:37，报114.42元/股，成交7.06亿元，换手率0.31%，总市 值9153.71亿元。 中芯国际今年以来股价涨20.93%，近5个交易日跌3.18%，近20日跌14.65%，近60日涨29.05%。 今年以来中芯国际已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-4.22亿 元；买入总计16.55亿元 ，占总成交额比6.10%；卖出总计20.77亿元 ，占总成交额比7.66%。 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%， ...

Core Viewpoint - Huahong Semiconductor has experienced a significant stock price increase of 138.09% year-to-date, but recent trading shows a decline in the short term, indicating potential volatility in the stock performance [1][2]. Financial Performance - For the period from January to September 2025, Huahong Semiconductor achieved a revenue of 12.583 billion yuan, representing a year-on-year growth of 19.82%. However, the net profit attributable to shareholders decreased by 56.52% to 251 million yuan [2]. - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3]. Stock Market Activity - As of November 21, the stock price of Huahong Semiconductor was 110.64 yuan per share, with a market capitalization of 192.054 billion yuan. The stock has seen a trading volume of 204 million yuan and a turnover rate of 0.45% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) three times this year, with the most recent appearance on October 13, where it recorded a net buying of 52.2506 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Huahong Semiconductor increased by 30.97% to 49,000. The top ten circulating shareholders include new entrants such as Galaxy Innovation Mixed A and Noan Growth Mixed A [2][3].

Core Viewpoint - The stock of Saiwei Electronics has shown significant growth this year, with a notable increase in both stock price and net profit, despite a decline in revenue [1][2]. Group 1: Stock Performance - As of November 20, Saiwei Electronics' stock price increased by 2.04% to 30.08 CNY per share, with a trading volume of 1.806 billion CNY and a turnover rate of 10.27% [1]. - The stock has risen 75.09% year-to-date, with a 9.50% increase over the last five trading days, 32.92% over the last 20 days, and 20.90% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Saiwei Electronics reported a revenue of 682 million CNY, a year-on-year decrease of 17.37%, while the net profit attributable to shareholders reached 1.576 billion CNY, reflecting a substantial increase of 1438.05% [2]. - The company has distributed a total of 155 million CNY in dividends since its A-share listing, with 25.6275 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Saiwei Electronics increased by 15.65% to 76,200, while the average number of circulating shares per person decreased by 13.54% to 7,843 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest with 21.0304 million shares, an increase of 10.7596 million shares from the previous period [3].

Core Viewpoint - SMIC's stock price has shown volatility, with a recent decline despite a year-to-date increase of 22.17% [2][3] Group 1: Stock Performance - On November 19, SMIC's stock fell by 2.00%, closing at 115.60 CNY per share, with a trading volume of 30.90 billion CNY and a turnover rate of 1.32% [1] - Year-to-date, SMIC's stock price has increased by 22.17%, but it has decreased by 3.37% over the last five trading days and 8.84% over the last twenty days [2] - In the last sixty days, the stock price has risen by 32.93% [2] Group 2: Financial Performance - For the period from January to September 2025, SMIC reported a revenue of 49.51 billion CNY, representing a year-on-year growth of 18.22% [3] - The net profit attributable to shareholders for the same period was 3.82 billion CNY, reflecting a year-on-year increase of 41.09% [3] Group 3: Shareholder Information - As of September 30, 2025, SMIC had 336,200 shareholders, an increase of 33.27% from the previous period [3] - The average number of circulating shares per shareholder was 6,134, a decrease of 25.41% [3] - Notable changes in institutional holdings include a reduction in shares held by major ETFs, with new entries from two ETFs [3]

Group 1 - Nongxin Technology plans to reduce its shareholding by no more than 542,000 shares, accounting for 0.5423% of total equity, starting from December 11, 2025 [1] - Kairun Co. intends to acquire an 18% stake in Suzhou Jiazhi Color Optoelectronics for 172 million yuan, increasing its ownership from 51% to 69% [1] - Junyi Digital's shareholder plans to reduce its stake by no more than 1%, equivalent to 1.7248 million shares, starting from December 10, 2025 [2] Group 2 - Shengbang Co. has signed a framework agreement to acquire 60% of Wuxi Woco Engine Noise Reduction Components Co., enhancing product complementarity [3][4] - Shuai Feng Electric plans to invest 53 million yuan in a private equity fund managed by You Shi Jin Kong, becoming a limited partner with a 50.08% stake [5] - Maixinlin intends to establish a partnership to invest between 200 million and 310 million yuan in Photon Arithmetic Technology Co., with performance guarantees from the controlling shareholder [6] Group 3 - Lei Ao Planning's shareholder plans to reduce its stake by no more than 1%, equivalent to 209,690 shares, starting from December 10, 2025 [7] - Huiyuan Communication plans to raise no more than 610 million yuan through a private placement, with the net proceeds used to supplement working capital [8] - *ST Dongyi's stock will resume trading on November 19, 2025, after completing a self-examination related to stock price fluctuations [9] Group 4 - Daon Co. plans to transfer 51% of its subsidiary Daon Wanyi for 2.46 million yuan, resulting in the subsidiary being excluded from consolidated financial statements [10][11] - Aibulu's controlling shareholder plans to reduce its stake by no more than 3%, equivalent to 4.68 million shares, starting from December 10, 2025 [12] - Lidasin's controlling shareholder plans to reduce its stake by no more than 1.56%, equivalent to 781,580 shares [12][13] Group 5 - Jin An Guo Ji plans to issue up to 2.18 billion shares to raise no more than 1.3 billion yuan for a high-grade copper-clad laminate project and R&D center [14][15] - Hualan Group's controlling shareholder will transfer 5.79% of shares, leading to a change in control to Xutong Investment [16] - Lihua Kechuang's subsidiary sold 2.95% of Qingyan Environment for approximately 50 million yuan, expected to generate significant profit [17][18] Group 6 - Wantong Technology plans to raise no more than 920 million yuan through a private placement, with proceeds used for working capital [19] - Tianyima intends to acquire 98.56% of Xingyun Kaiwu for 1.189 billion yuan, focusing on IoT smart hardware and SaaS solutions [20] - Siling Co. plans to acquire 24.34% of Ningbo Yinqiu Technology for 392 million yuan [21] Group 7 - Aike Co. is planning to issue shares and cash to acquire Dongguan Silicon Xiang Insulation Materials, leading to a stock suspension [22] - *ST Lingda plans to invest up to 90 million yuan in a technical upgrade project for a 50MW photovoltaic power station [23] - Saiwei Electronics intends to purchase part of Xindonglai's equity for no more than 60 million yuan, focusing on lithography machine technology [24]

Core Viewpoint - ChipLink Integrated Circuit Manufacturing Co., Ltd. has shown a significant increase in stock price and revenue, despite a recent decline in share price and net outflow of funds [1][2]. Financial Performance - As of September 30, 2025, ChipLink achieved a revenue of 5.422 billion yuan, representing a year-on-year growth of 19.23% [2]. - The company reported a net profit attributable to shareholders of -463 million yuan, which is a 32.32% increase compared to the previous period [2]. Stock Performance - The stock price of ChipLink decreased by 2.00% to 6.85 yuan per share, with a trading volume of 163 million yuan and a turnover rate of 0.53% [1]. - Year-to-date, the stock price has increased by 33.53%, with a 6.04% rise over the last five trading days, 7.20% over the last twenty days, and 26.15% over the last sixty days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 139,800, with an average of 31,681 circulating shares per person, a decrease of 0.34% [2]. - The largest circulating shareholder is E Fund's SSE STAR 50 ETF, holding 182 million shares, a decrease of 23.21 million shares from the previous period [2]. Business Overview - ChipLink specializes in wafer foundry and module packaging testing services, focusing on MEMS and power devices, with 85.96% of revenue coming from integrated circuit wafer manufacturing [1]. - The company is categorized under the semiconductor industry, with concepts including SMIC, smart vehicles, IGBT, integrated circuits, and analog chips [1].