11月28日，寒武纪盘中上涨2.10%，截至13:54，报1345.00元/股，成交56.67亿元，换手率1.03%，总市 值5671.67亿元。 资金流向方面，主力资金净流入791.09万元，特大单买入13.19亿元，占比23.27%，卖出15.12亿元，占 比26.68%；大单买入36.43亿元，占比64.28%，卖出34.41亿元，占比60.73%。 截至9月30日，寒武纪股东户数6.20万，较上期增加52.13%；人均流通股6748股，较上期减少34.13%。 2025年1月-9月，寒武纪实现营业收入46.07亿元，同比增长2386.38%；归母净利润16.05亿元，同比增长 321.49%。 机构持仓方面，截止2025年9月30日，寒武纪十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股1200.35万股，相比上期减少370.05万股。易方达上证科创板50ETF（588080）位居第六大流 通股东，持股540.56万股，相比上期减少323.78万股。华夏上证科创板50成份ETF（588000）位居第七 大流通股东，持股529.89万股，相比上期减少607.67万股。华夏上证50ETF（5 ...

截至9月30日，国芯科技股东户数2.57万，较上期减少3.43%；人均流通股13085股，较上期增加 31.62%。2025年1月-9月，国芯科技实现营业收入2.59亿元，同比减少44.92%；归母净利润-1.27亿元， 同比减少0.03%。 今年以来国芯科技已经1次登上龙虎榜，最近一次登上龙虎榜为3月4日，当日龙虎榜净买入7389.49万 元；买入总计1.57亿元 ，占总成交额比14.47%；卖出总计8303.81万元 ，占总成交额比7.66%。 资料显示，苏州国芯科技股份有限公司位于江苏省苏州市高新区汾湖路99号狮山总部经济中心1号楼， 成立日期2001年6月25日，上市日期2022年1月6日，公司主营业务涉及致力于服务安全自主可控的国家 战略,为国家重大需求和市场需求领域客户提供IP授权、芯片定制服务和自主芯片及模组产品,主要应用 于信息安全、汽车电子和工业控制、边缘计算和网络通信三大关键领域。主营业务收入构成为：自主芯 片及模组产品42.19%，芯片定制服务28.54%，芯片定制服务:量产服务22.06%，芯片定制服务:定制服务 6.48%，IP授权0.70%，其他0.03%。 国芯科技所属申万行业为 ...

Core Viewpoint - 瑞芯微's stock price has shown significant growth this year, with a year-to-date increase of 68.10% and a recent uptick of 2.14% on November 28, 2023, indicating strong market interest and performance [1][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, reflecting a substantial year-on-year increase of 121.65% [2]. Shareholder Information - As of September 30, 2025, 瑞芯微 had 87,500 shareholders, an increase of 34.79% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 25.76% to 4,811 shares [2]. Stock Market Activity - 瑞芯微's stock has been active, appearing on the龙虎榜 six times this year, with the most recent appearance on August 28 [1]. - The stock's trading volume on November 28 was 804 million yuan, with a turnover rate of 1.06% [1]. 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 included Hong Kong Central Clearing Limited, which increased its holdings by 1.6511 million shares to 15.3608 million shares [3]. - Other notable changes in institutional holdings include a decrease in shares held by 银河创新混合A and 南方中证500ETF [3].

Core Viewpoint - Lexin Technology's stock has shown a significant increase in recent trading days, with a year-to-date rise of 8.69% and a notable 13.86% increase over the last five trading days, indicating positive market sentiment towards the company [1] Financial Performance - For the period from January to September 2025, Lexin Technology achieved a revenue of 1.912 billion yuan, representing a year-on-year growth of 30.97%. The net profit attributable to shareholders was 377 million yuan, reflecting a 50.04% increase compared to the previous year [2] - Cumulatively, Lexin Technology has distributed 384 million yuan in dividends since its A-share listing, with 145 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Lexin Technology reached 20,100, an increase of 25.14% from the previous period. The average number of circulating shares per shareholder decreased by 20.09% to 7,777 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 7.4023 million shares, an increase of 2.2202 million shares from the previous period [3] Market Activity - On November 28, Lexin Technology's stock price reached 169.19 yuan per share, with a trading volume of 289 million yuan and a turnover rate of 1.10%. The total market capitalization stood at 28.279 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 27, where it recorded a net purchase of 92.5144 million yuan [1]

Core Viewpoint - Haiguang Information's stock price has shown volatility, with a year-to-date increase of 41.42%, but a recent decline over the past 20 days of 7.73% [1][2] Company Overview - Haiguang Information Technology Co., Ltd. was established on October 24, 2014, and went public on August 12, 2022. The company specializes in the research, design, and sales of high-end processors used in servers and workstations [1] - The company's main revenue source is high-end processors, accounting for 99.73% of total revenue, with other sources contributing 0.27% [1] Financial Performance - For the period from January to September 2025, Haiguang Information reported a revenue of 9.49 billion yuan, representing a year-on-year growth of 54.65%. The net profit attributable to shareholders was 1.96 billion yuan, up 28.56% year-on-year [2] - The company has distributed a total of 743 million yuan in dividends since its A-share listing [2] Stock Market Activity - As of November 28, Haiguang Information's stock price was 211.60 yuan per share, with a market capitalization of 491.83 billion yuan. The stock experienced a net outflow of 119 million yuan in principal funds [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on September 11, where it recorded a net purchase of 155 million yuan [1] Shareholder Information - As of September 30, 2025, Haiguang Information had 127,500 shareholders, an increase of 59.34% from the previous period. The average number of circulating shares per shareholder was 18,230, up 64.54% [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some institutions reducing their holdings [2]

Core Viewpoint - The stock of Hangyu Micro has shown a positive trend with a 12.76% increase year-to-date, reflecting strong market interest and trading activity [1]. Group 1: Stock Performance - As of November 27, Hangyu Micro's stock price increased by 2.00%, reaching 14.76 CNY per share, with a trading volume of 354 million CNY and a turnover rate of 3.73%, resulting in a total market capitalization of 10.286 billion CNY [1]. - The stock has experienced a 3.80% increase over the last five trading days, a 9.33% increase over the last 20 days, and a 1.37% increase over the last 60 days [1]. Group 2: Financial Data - For the period from January to September 2025, Hangyu Micro reported a revenue of 203 million CNY, a year-on-year decrease of 0.45%, and a net profit attributable to shareholders of -72.49 million CNY, representing an 18.19% decline compared to the previous year [2]. - The company has distributed a total of 87.79 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Business Overview - Hangyu Micro, established on March 20, 2000, and listed on February 11, 2010, operates in the fields of aerospace electronics, satellite and satellite big data, and artificial intelligence, with a revenue composition of 37.48% from SIP chips, 26.74% from smart security and transportation, and 13.74% from satellite data and applications [2]. - The company is categorized under the electronic-semiconductor-digital chip design industry and is involved in various concept sectors, including geographic information and satellite navigation [2].

Core Viewpoint - Ankai Micro's stock has shown mixed performance in recent trading sessions, with a year-to-date increase of 18.41% but a significant decline of 17.87% over the past 60 days [2][3]. Financial Performance - For the period from January to September 2025, Ankai Micro reported a revenue of 351 million yuan, representing a year-on-year decrease of 5.22%. The net profit attributable to shareholders was -82.24 million yuan, a decline of 267.46% compared to the previous year [3]. Stock Market Activity - As of November 27, Ankai Micro's stock price increased by 2.06%, reaching 11.90 yuan per share, with a trading volume of 38.1 million yuan and a turnover rate of 1.39%. The total market capitalization stands at 4.665 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on May 26, where it recorded a net purchase of 42.27 million yuan [2]. Shareholder Information - As of September 30, 2025, Ankai Micro had 20,800 shareholders, a decrease of 3.28% from the previous period. The average number of circulating shares per person increased by 3.39% to 11,192 shares [3]. Business Overview - Ankai Micro, established on April 10, 2001, and listed on June 27, 2023, specializes in the research, design, testing, and sales of core SoC chips for IoT smart hardware. The main revenue sources include IoT camera chips (79.07%) and IoT application processor chips (18.32%) [2].

Core Viewpoint - Hengxuan Technology's stock has shown volatility with a recent increase of 2.02%, while the company has experienced a year-to-date decline of 2.57% in stock price, indicating mixed market sentiment [1][2]. Financial Performance - For the period from January to September 2025, Hengxuan Technology reported a revenue of 2.933 billion yuan, representing a year-on-year growth of 18.61% [2]. - The net profit attributable to shareholders for the same period was 502 million yuan, reflecting a significant year-on-year increase of 73.50% [2]. - The company has distributed a total of 315 million yuan in dividends since its A-share listing, with 254 million yuan distributed over the past three years [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hengxuan Technology reached 20,600, an increase of 65.90% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 15.46% to 8,165 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [2]. Market Activity - On November 27, Hengxuan Technology's stock price was 225.78 yuan per share, with a trading volume of 331 million yuan and a turnover rate of 0.88% [1]. - The stock has seen a recent five-day increase of 11.33%, but a decline of 7.35% over the past 20 days and 23.93% over the last 60 days [1]. Business Overview - Hengxuan Technology, established on June 8, 2015, specializes in the research, design, and sales of smart audio SoC chips [1]. - The company's primary revenue source is from chip and related services, accounting for 99.95% of total revenue, with other income making up the remaining 0.05% [1]. - The company operates within the electronic semiconductor industry, focusing on digital chip design and is associated with concepts such as Google, SoC chips, smart speakers, smart glasses, and wearable technology [1].

Core Viewpoint - The stock price of Haowei Group has shown fluctuations, with a current price of 119.30 CNY per share, reflecting a year-to-date increase of 14.94% and a recent decline over the past 20 and 60 days [1] Company Overview - Haowei 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, Haowei Group reported a revenue of 21.783 billion CNY, marking a year-on-year growth of 15.20%, and a net profit attributable to shareholders of 3.210 billion CNY, reflecting a 35.15% increase [2] - Cumulative cash dividends since the A-share listing amount to 2.146 billion CNY, with 1.253 billion CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 170,500, with an average of 7,074 circulating shares per person, a decrease of 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 company, Xingchen Technology, is engaged in the design, research, and sales of edge AI SoC chips, with a focus on applications in smart security, IoT, and automotive sectors. The company has shown growth in revenue and net profit, indicating a positive business trajectory in the semiconductor industry. Company Overview - Xingchen Technology is located in Xiamen, Fujian Province, and was established on December 21, 2017, with its public listing on March 28, 2024 [3][7] - The company's main business revenue composition is 99.93% from product sales and 0.07% from other income [7] - As of November 20, the number of shareholders is 29,900, a decrease of 1.87% from the previous period, with an average of 6,269 circulating shares per person, an increase of 1.91% [7] Financial Performance - For the period from January to September 2025, Xingchen Technology achieved a revenue of 2.166 billion yuan, representing a year-on-year growth of 19.50%, and a net profit attributable to shareholders of 202 million yuan, up 3.03% year-on-year [7] - The company has distributed a total of 126 million yuan in dividends since its A-share listing [8] Market Activity - On November 26, the stock price of Xingchen Technology decreased by 0.27%, with a trading volume of 273 million yuan and a turnover rate of 2.59%, resulting in a total market capitalization of 23.363 billion yuan [1] - The main capital inflow for the day was 14.2742 million yuan, accounting for 0.05% of the total, with the industry ranking at 36 out of 167 [4][5] Product Development - The company has developed chips suitable for AI glasses and has begun shipping to end customers, while also engaging with various clients including mobile brands and ODMs [2] - The company is investing in the development of a new generation AI processor IP, which aims to significantly enhance processing capabilities and optimize algorithm efficiency [3]