沪硅产业所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：中芯国际概念、大基金概 念、集成电路、半导体、增持回购等。 截至6月30日，沪硅产业股东户数6.13万，较上期减少5.37%；人均流通股44349股，较上期增加5.68%。 2025年1月-6月，沪硅产业实现营业收入16.97亿元，同比增长8.16%；归母净利润-3.67亿元，同比增长 5.67%。 分红方面，沪硅产业A股上市后累计派现1.10亿元。 机构持仓方面，截止2025年6月30日，沪硅产业十大流通股东中，华夏上证科创板50成份ETF （588000）位居第六大流通股东，持股9112.10万股，相比上期减少216.41万股。易方达上证科创板 50ETF（588080）位居第八大流通股东，持股6824.89万股，相比上期增加195.10万股。香港中央结算有 限公司位居第十大流通股东，持股4231.65万股，为新进股东。诺安成长混合A（320007）退出十大流通 股东之列。 责任编辑：小浪快报 10月29日，沪硅产业盘中上涨2.03%，截至13:39，报25.10元/股，成交7.45亿元，换手率1.11%，总市值 689.54亿元。 资金 ...

Core Insights - The listing of three unprofitable companies on the STAR Market marks a significant innovation in the capital market, reflecting the board's increased inclusivity towards hard technology firms [1][3][4] - The strong performance of these companies on their first trading day indicates high market demand for new stocks in the STAR Market, particularly in rapidly developing sectors like biomedicine and new materials [1][3] Group 1: Company Performance - On the first trading day, N Yicai surged by 198.7% with a market capitalization of 104 billion, N Heyuan rose by 213.49% with a market cap of 32.57 billion, and N Bibeite increased by 74.41% with a market cap of 13.96 billion [1] - The STAR Market has now supported 57 unprofitable companies, with 22 of them achieving profitability post-listing [6] Group 2: Regulatory Changes - The introduction of the "1+6" policy by the China Securities Regulatory Commission (CSRC) on June 18, 2023, allows unprofitable companies to list under the fifth set of standards, enhancing the STAR Market's adaptability to innovative firms [4][13] - The establishment of the STAR Market's growth layer aims to provide a more suitable platform for technology innovation companies at various development stages [7][11] Group 3: Company Profiles - Heyuan Biotech has developed a third-generation technology platform achieving a human albumin expression level of 20-30g/kg, with multiple products in various stages of clinical research [4][5] - Bibeite focuses on innovative drug development for major diseases, with several products in clinical trials and one expected to be approved by October 2025 [5] - Xi'an Yicai, a leading manufacturer of 12-inch silicon wafers, is positioned as the sixth largest globally, with significant market share [6] Group 4: Investment Landscape - The shareholder backgrounds of these companies include nearly a hundred investment institutions, showcasing a diverse mix of venture capital and private equity [8][9] - The STAR Market's reforms have attracted significant investment interest, with many institutions participating in the funding rounds of these companies [10][12] Group 5: Future Outlook - The STAR Market is expected to continue expanding its coverage of technology innovation sectors, with increasing participation from unprofitable firms [7][13] - The CSRC aims to enhance the market's inclusivity and adaptability, focusing on supporting hard technology companies and improving investor confidence [16]

Core Insights - Tianyue Advanced's stock price decreased by 2.04% on October 29, trading at 71.68 CNY per share with a market capitalization of 34.737 billion CNY [1] - The company has seen a 40% increase in stock price year-to-date, but a decline of 14.02% over the past 20 days [1] Financial Performance - For the period from January to September 2025, Tianyue Advanced reported a revenue of 1.112 billion CNY, a year-on-year decrease of 13.21%, and a net profit of 1.1199 million CNY, down 99.22% year-on-year [2] - The company’s main business revenue composition includes 82.83% from silicon carbide semiconductor materials and 17.17% from other sources [1] Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 73.90% to 29,600, while the average circulating shares per person decreased by 17.70% to 14,537 shares [2] - Major institutional shareholders have reduced their holdings, with E Fund's ETF holding 6.2126 million shares, down 907,000 shares from the previous period [2]

10月29日，立昂微盘中下跌2.00%，截至10:29，报35.24元/股，成交5.92亿元，换手率2.47%，总市值 236.59亿元。 资金流向方面，主力资金净流出8484.53万元，特大单买入1749.16万元，占比2.95%，卖出7407.73万 元，占比12.50%；大单买入1.06亿元，占比17.86%，卖出1.34亿元，占比22.63%。 立昂微今年以来股价涨42.27%，近5个交易日涨12.19%，近20日涨17.31%，近60日涨42.44%。 今年以来立昂微已经2次登上龙虎榜，最近一次登上龙虎榜为9月24日。 资料显示，杭州立昂微电子股份有限公司位于浙江省杭州经济技术开发区20号大街199号，成立日期 2002年3月19日，上市日期2020年9月11日，公司主营业务涉及半导体硅片、半导体功率器件、化合物半 导体射频芯片。主营业务收入构成为：半导体硅片66.96%，半导体功率器件芯片25.09%，化合物半导 体射频和光电芯片7.12%，其他(补充)0.83%。 立昂微所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：中芯国际概念、集成电路、半 导体、第三代半导体、芯片概念等。 截至 ...

近期上市新股首日融资融券交易明细 | 代码 | 简称 | 上市日期 | 上市首日涨跌 | 上市首日融资余额 | 占流通市值比 | 上市首日融券余额 | | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | （万元） | 例（%） | （万元） | | 688759 | C必贝 特-U | 2025.10.28 | 74.41 | 6090.80 | 4.23 | 0.00 | | 688765 | C禾元 U | 2025.10.28 | 213.49 | 26914.87 | 7.21 | 0.00 | | 688783 | C奕材 U | 2025.10.28 | 198.72 | 25070.06 | 5.91 | 0.00 | | 920020 | 泰凯英 | 2025.10.28 | 188.53 | 1050.08 | 1.22 | 0.00 | | 603175 | C超颖 | 2025.10.24 | 397.60 | 15188.91 | 4.06 | 0.00 | | 001386 | 马可波 罗 | 2025.10.22 | ...

鼎龙股份 20251028 摘要 鼎龙股份第三季度营收 9.67 亿元，同比增长 6.57%，净利润 2.08 亿 元，环比增长 22%，同比增长 31.48%。核心产品 CMP 抛光垫、抛光 液、清洗液及柔性显示材料同比增长均超过 50%，预计第四季度延续增 长。 公司在高端晶圆光刻胶及先进封装材料领域处于孵化阶段，虽尚未盈利， 但持续投入研发和市场开拓。该业务对归母净利润造成 5,579 万元影响， 股权激励计划、可转债利息费用等因素合计影响净利润 1.04 亿元。 前三季度经营性现金流 7.7 亿元，同比增长 26.55%。研发投入 3.89 亿元，同比增加 16%，占总收入比例达 14.41%。柔显业务进入国家重 点小巨人行列，鼎泽成为国家专精特新小巨人企业。 预计 2026 年下游半导体和 OLED 显示面板领域加速扩产，对上游材料 企业形成利好。抛光垫业务预计今年收入超 11 亿，明年预期增幅不低 于 20%。OLED 产业链稼动率普遍达到 90%以上。 光刻胶项目已完成从小试到量产全流程建设，工厂基本建成，具备国际 一流水准。现有 30 多种 K 线和 A 线产品正在送样测试或少量销售中， 预计 ...

Core Viewpoint - Xi'an Yiswei Materials Technology Co., Ltd. has officially listed on the Sci-Tech Innovation Board, marking it as the first unprofitable company accepted by the Shanghai Stock Exchange since the release of the "Eight Articles" by the CSRC, and it is the largest IPO on the Sci-Tech Innovation Board this year [2][3]. Group 1: Company Overview - Xi'an Yiswei planned to raise 4.9 billion yuan during its IPO, making it the largest IPO in Xi'an's history [3]. - As of the closing price, the stock reached 25.75 yuan, with an increase of 198.72%, resulting in a total market capitalization of 103.973 billion yuan [3]. - The company has become the largest 12-inch silicon wafer manufacturer in China within a few years, supported by over 50 institutional investors and a total of 11.5 billion yuan raised through four rounds of financing [3]. Group 2: Financial Performance - Xi'an Yiswei reported revenues of 1.055 billion yuan in 2022, 1.474 billion yuan in 2023, 2.121 billion yuan in 2024, and 1.933 billion yuan in the first three quarters of 2025, with net losses of 533 million yuan, 683 million yuan, 738 million yuan, and 558 million yuan respectively [4]. Group 3: Market Position and Innovation - By the end of 2024, Xi'an Yiswei is projected to be the largest 12-inch silicon wafer manufacturer in mainland China and the sixth globally, with a market share of approximately 6% in monthly shipment volume and 7% in production capacity [3]. - The company holds the most authorized domestic and foreign invention patents in the 12-inch silicon wafer sector in mainland China [3].

Core Viewpoint - Anji Technology reported a nearly 47% year-on-year increase in net profit for Q3 2025, with significant growth in revenue and net profit driven by core business focus and product innovation [1][2]. Financial Performance - Q3 2025 revenue reached 671 million yuan, a year-on-year increase of approximately 30% - Net profit attributable to shareholders was 233 million yuan, up 46.74% year-on-year - Non-recurring net profit grew by 21.59% year-on-year - For the first three quarters of 2025, total revenue was 1.812 billion yuan, a 38.09% increase, and net profit was 608 million yuan, reflecting a 54.96% growth - Basic earnings per share stood at 3.62 yuan [1]. Research and Development - R&D investment amounted to 128 million yuan, a year-on-year increase of about 40% - Contract liabilities reached 26.74 million yuan, up approximately 137% year-on-year - The company emphasized its commitment to the "3+1" technology platform and its application areas, enhancing product R&D capabilities [1][2]. Market Position and Product Development - Anji Technology's main products include chemical mechanical polishing liquids, functional wet electronic chemicals, and electroplating liquids, primarily used in integrated circuit manufacturing and advanced packaging - The company has achieved a global market share of approximately 4% in cleaning liquids as of 2024 - The functional wet electronic chemicals segment is entering a phase of scale growth, with a focus on high-end products for wafer manufacturing and packaging [2]. Stock Performance and Shareholder Activity - Since July, Anji Technology's stock price has increased by about 50% - In Q2, major shareholders generally increased their holdings, but several institutions reduced their stakes in Q3 - Notable reductions were made by various funds, while the Hong Kong Stock Connect increased its holdings by approximately 3.58% [3].

Core Viewpoint - TCL Zhonghuan reported a decline in revenue for the first three quarters of 2025, but showed improvement in the third quarter with significant year-on-year growth in revenue and a reduction in net losses [1] Financial Performance - For the first three quarters, the company achieved operating revenue of 21.572 billion yuan, a year-on-year decrease of 4.48% [1] - The net loss attributable to shareholders for the first three quarters was 5.777 billion yuan, showing a reduction in losses compared to the previous year [1] - In the third quarter, the company recorded operating revenue of 8.174 billion yuan, representing a year-on-year increase of 28.34% [1] - The net loss attributable to shareholders in the third quarter was 1.534 billion yuan, also reflecting a reduction in losses year-on-year [1] Business Segments - The new energy photovoltaic business generated sales revenue of 16.01 billion yuan, with a quarter-on-quarter improvement of 22% [1] - The semiconductor materials business shipped 907 million square inches (MSI) and achieved operating revenue of 4.24 billion yuan, marking a year-on-year growth of 28.7% [1]

Core Insights - Company Anji Technology (688019) reported a nearly 47% year-on-year increase in net profit attributable to shareholders for Q3 2025, with a revenue growth of approximately 30% [1][2] - The company’s revenue for the first three quarters of 2025 reached 1.812 billion yuan, marking a 38.09% increase year-on-year, while net profit attributable to shareholders grew by 54.96% to 608 million yuan [1][2] Financial Performance - Q3 2025 revenue was 671 million yuan, a year-on-year increase of about 30%, with net profit attributable to shareholders at 233 million yuan, up 46.74% [1] - For the first three quarters of 2025, the company achieved a revenue of 1.812 billion yuan, a 38.09% increase, and a net profit of 608 million yuan, reflecting a 54.96% growth [1][2] - Basic earnings per share for the period stood at 3.62 yuan [1] Research and Development - The company invested 128 million yuan in R&D during the reporting period, a year-on-year increase of approximately 40% [2] - The company emphasized its commitment to core business and continuous innovation in its "3+1" technology platform, which has strengthened its product development capabilities [2] Market Position and Strategy - Anji Technology focuses on high-end functional wet electronic chemicals for both front-end wafer manufacturing and back-end wafer-level packaging, entering a phase of scale growth [3] - The company holds a 4% global market share in cleaning solutions as of 2024, competing primarily with overseas firms [3] - The domestic semiconductor market is experiencing positive growth, driving demand for customized products in the polishing liquid sector [3] Shareholder Activity - Since July, the company's stock price has increased by approximately 50%, with major shareholders generally increasing their holdings in Q2, while several institutions reduced their stakes in Q3 [3][4] - Notable reductions in holdings were observed from various funds, while the Hong Kong Stock Connect increased its stake by about 3.58% [4]