Core Viewpoint - The stock price of Howie Group has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 21.84% [1] Company Overview - Howie Group, established on May 15, 2007, and listed on May 4, 2017, is located in Shanghai and specializes in semiconductor products, including discrete devices and power management ICs [1] - The company's revenue composition includes 82.92% from semiconductor design sales, 16.58% from semiconductor agency sales, and minor contributions from other services [1] Financial Performance - For the period from January to September 2025, Howie Group reported a revenue of 21.783 billion yuan, reflecting a year-on-year growth of 15.20%, and a net profit attributable to shareholders of 3.210 billion yuan, up 35.15% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.664 billion yuan, with 771 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Howie Group had 170,500 shareholders, an increase of 18.31% from the previous period, with an average of 7,074 circulating shares per shareholder, down 16.23% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 142 million shares, and various ETFs, with some experiencing changes in their holdings [3]

Core Viewpoint - The stock of Chip Origin Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 192.62% but a recent decline of 9.75% over the past five trading days, indicating volatility in investor sentiment and market conditions [1]. Company Overview - Chip Origin Microelectronics (Shanghai) Co., Ltd. was established on August 21, 2001, and went public on August 18, 2020. The company specializes in providing platform-based, comprehensive, and one-stop chip customization services and semiconductor IP licensing services [2]. - The revenue composition of Chip Origin includes: 41.85% from chip volume business, 28.81% from intellectual property licensing fees, 23.83% from chip design services, 5.21% from royalties, and 0.29% from other sources [2]. - As of September 30, 2025, the company reported a revenue of 2.255 billion yuan, a year-on-year increase of 36.64%, while the net profit attributable to shareholders was -347 million yuan, reflecting a year-on-year growth of 12.42% [2]. Market Performance - As of November 4, the stock price of Chip Origin was 153.42 yuan per share, with a market capitalization of 80.677 billion yuan. The trading volume was 871 million yuan, with a turnover rate of 1.11% [1]. - The stock has appeared on the daily trading leaderboard six times this year, with the most recent instance on September 22, where it recorded a net purchase of 523 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders of Chip Origin increased by 94.49% to 49,400, while the average circulating shares per person decreased by 48.39% to 10,144 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest with 12.6965 million shares, while Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF have seen reductions in their holdings [3].

Core Viewpoint - The stock of Guokewi has experienced fluctuations, with a current price of 86.24 CNY per share, reflecting a year-to-date increase of 29.78% but a recent decline over the past five and twenty trading days [1] Financial Performance - For the period from January to September 2025, Guokewi reported a revenue of 1.172 billion CNY, representing a year-on-year decrease of 2.50%. The net profit attributable to shareholders was 7.4054 million CNY, down 89.42% compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 371 million CNY, with 195 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Guokewi is 27,900, a decrease of 15.46% from the previous period. The average number of circulating shares per shareholder increased by 18.28% to 7,539 shares [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.0088 million shares, which is an increase of 961,500 shares from the previous period [3] Market Activity - On November 4, Guokewi's stock price decreased by 2.00%, with a trading volume of 221 million CNY and a turnover rate of 1.21%. The total market capitalization stands at 18.726 billion CNY [1] - The net inflow of main funds was 4.2336 million CNY, with significant buying and selling activities recorded [1]

Core Viewpoint - Geke Micro's stock has experienced a decline recently, with a notable drop in trading volume and significant net outflow of funds, despite a year-to-date increase in stock price [1][2]. Company Overview - Geke Micro, established on September 3, 2003, and listed on August 18, 2021, is located in the Shanghai Free Trade Zone. The company specializes in the research, design, and sales of CMOS image sensors and display driver chips [1]. - The revenue composition of Geke Micro includes 80.51% from CMOS image sensors, 19.41% from display driver chips, and 0.08% from other sources [1]. Financial Performance - For the period from January to September 2025, Geke Micro reported a revenue of 5.723 billion yuan, representing a year-on-year growth of 25.66%. The net profit attributable to shareholders was 50.1886 million yuan, showing a significant increase of 518.75% [2]. - Since its A-share listing, Geke Micro has distributed a total of 152 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, the number of Geke Micro's shareholders increased to 29,100, up by 9.06% from the previous period. The average number of circulating shares per shareholder rose by 58.14% to 85,969 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 41.0368 million shares, an increase of 15.1347 million shares from the previous period. Conversely, the holdings of E Fund's and Huaxia's ETFs decreased [3].

Core Points - The stock price of Lihua Microelectronics has decreased by 2.04% on November 4, trading at 23.09 CNY per share with a market capitalization of 3.356 billion CNY [1] - Year-to-date, the stock price has increased by 2.29%, but it has seen declines of 4.98% over the last five trading days, 12.54% over the last 20 days, and 1.58% over the last 60 days [2] - The company reported a revenue of 270 million CNY for the first nine months of 2025, a year-on-year decrease of 28.62%, and a net profit of 22.38 million CNY, down 55.55% year-on-year [2] Company Overview - Lihua Microelectronics, established on August 12, 2002, is located in the High-tech Industrial Park of Tsinghua Information Port, Nanshan District, Shenzhen, Guangdong Province [2] - The company specializes in the research and design of communication chips, with 94.84% of its revenue coming from self-developed chips and core technologies [2] - As of September 30, the number of shareholders increased by 10.38% to 12,200, while the average circulating shares per person decreased by 9.41% to 11,877 shares [2] Financial Performance - Since its A-share listing, Lihua Microelectronics has distributed a total of 131 million CNY in dividends, with 96.426 million CNY paid out in the last three years [3]

Core Viewpoint - 瑞芯微's stock price has experienced significant fluctuations, with a year-to-date increase of 60.51% but a recent decline of 9.11% over the past five trading days [2] Financial Performance - For the period from January to September 2025, 瑞芯微 achieved a revenue of 3.141 billion yuan, representing a year-on-year growth of 45.46% [2] - The net profit attributable to shareholders for the same period was 780 million yuan, showing a substantial year-on-year increase of 121.65% [2] Stock Market Activity - On November 4, 瑞芯微's stock fell by 2.04%, trading at 175.21 yuan per share with a total market capitalization of 73.749 billion yuan [1] - The stock has seen a net outflow of 57.8903 million yuan in principal funds, with large orders showing a buy of 129 million yuan and a sell of 157 million yuan [1] Shareholder Information - As of September 30, 2025, 瑞芯微 had 87,500 shareholders, an increase of 34.79% from the previous period [2] - The average circulating shares per shareholder decreased by 25.76% to 4,811 shares [2] Dividend Distribution - Since its A-share listing, 瑞芯微 has distributed a total of 1.274 billion yuan in dividends, with 566 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.6511 million shares [3] - Other notable changes include a decrease in holdings by 银河创新混合A and 南方中证500ETF [3]

Core Viewpoint - The stock of Allwinner Technology experienced a decline of 2.01% on November 4, with a trading price of 44.86 CNY per share and a total market capitalization of 37.03 billion CNY. The company has seen a year-to-date stock price increase of 51.44% but has faced recent declines over the past five and twenty trading days [1]. Financial Performance - For the period from January to September 2025, Allwinner Technology reported a revenue of 2.16 billion CNY, representing a year-on-year growth of 28.21%. The net profit attributable to shareholders was 278 million CNY, showing an impressive increase of 84.41% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, Allwinner Technology had 157,300 shareholders, an increase of 14.26% from the previous period. The average number of tradable shares per shareholder was 4,294, which decreased by 12.48% [2]. Dividend Distribution - Since its A-share listing, Allwinner Technology has distributed a total of 934 million CNY in dividends, with 348 million CNY distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder of Allwinner Technology was Hong Kong Central Clearing Limited, holding 44.86 million shares, an increase of 7.21 million shares from the previous period. The seventh-largest shareholder, E Fund's ChiNext ETF, reduced its holdings by 2.13 million shares [3].

Core Viewpoint - The stock of Puran Semiconductor (普冉股份) has experienced significant fluctuations, with a year-to-date increase of 98.57%, but a recent decline of 2.06% on November 4, 2023, indicating potential volatility in the semiconductor market [1][2]. Financial Performance - For the period from January to September 2025, Puran Semiconductor reported a revenue of 1.433 billion yuan, representing a year-on-year growth of 4.89%. However, the net profit attributable to shareholders decreased by 73.73% to 59.0492 million yuan [2]. - The company has distributed a total of 105 million yuan in dividends since its A-share listing, with 65.305 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 4, 2023, Puran Semiconductor's stock price was 143.13 yuan per share, with a market capitalization of 21.19 billion yuan. The trading volume was 725 million yuan, with a turnover rate of 3.33% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the most recent appearance on October 24, 2023, where it recorded a net buy of -47.177 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 26.53% to 16,900, while the average circulating shares per person decreased by 20.80% to 8,740 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest with 1.9624 million shares, marking its entry as a new shareholder [3].

Core Viewpoint - The stock of Demingli has shown significant growth this year, with a year-to-date increase of 275.65%, indicating strong market performance and investor interest [1][2]. Company Overview - Demingli Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 20, 2008. It was listed on July 1, 2022. The company specializes in the design and development of flash memory controller chips and storage module products [2]. - The main revenue sources for Demingli are embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [2]. - The company operates within the semiconductor and digital chip design sector and is associated with concepts such as storage, SMIC, and chip financing [2]. Financial Performance - For the period from January to September 2025, Demingli achieved a revenue of 6.659 billion yuan, representing a year-on-year growth of 85.13%. However, the net profit attributable to the parent company was -27.07 million yuan, a decrease of 106.42% compared to the previous year [2]. - Since its A-share listing, Demingli has distributed a total of 78.2496 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, Demingli had 36,900 shareholders, an increase of 22.38% from the previous period. The average number of circulating shares per shareholder was 4,350, a decrease of 17.98% [2]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.1451 million shares, which is an increase of 3.7972 million shares from the previous period [3].

Company Overview - Guomin Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on March 20, 2000, with its listing date on April 30, 2010 [2] - The company specializes in the development and sales of security chips and communication chip products and solutions, with main business revenue composition: integrated circuits and key components (50.98%), negative electrode materials (46.02%), and others (3.00%) [2] - The company belongs to the semiconductor industry, specifically digital chip design, and is involved in concepts such as digital currency, electronic payment, mobile payment, blockchain, and artificial intelligence [2] Financial Performance - As of September 30, 2025, Guomin Technology achieved operating revenue of 958 million yuan, representing a year-on-year growth of 16.73%, while the net profit attributable to shareholders was -73.74 million yuan, showing a year-on-year increase of 50.63% [2] - The company has cumulatively distributed 211 million yuan in dividends since its A-share listing, with no distributions in the past three years [3] Stock Performance - On November 3, Guomin Technology's stock price fell by 2.02%, trading at 22.82 yuan per share, with a total market capitalization of 13.307 billion yuan [1] - Year-to-date, the stock price has decreased by 4.28%, with a decline of 3.06% over the last five trading days, 8.13% over the last 20 days, and 6.97% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on April 9, where it recorded a net purchase of 200 million yuan [1] Shareholder Structure - As of September 30, 2025, the number of shareholders was 141,900, a decrease of 11.33% from the previous period, with an average of 3,991 circulating shares per person, an increase of 12.78% [2] - The largest circulating shareholder is the Southern CSI 1000 ETF, holding 5.335 million shares, a decrease of 53,800 shares from the previous period [3] - Other notable shareholders include Hong Kong Central Clearing Limited and Huaxia CSI 1000 ETF, with varying changes in their holdings [3]