10月24日，中科飞测涨5.07%，截至发稿，报123.97元/股，成交8.99亿元，换手率2.98%，总市值434.10 亿元。 资料显示，深圳中科飞测科技股份有限公司位于广东省深圳市龙华区观澜街道观光路银星科技园1301 号，成立日期2014年12月31日，上市日期2023年5月19日，公司主营业务涉及检测和量测两大类集成电 路专用设备的研发、生产和销售。主营业务收入构成为：检测设备60.72%，量测设备36.40%，服务及 其他2.88%。 从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓中科飞测。财通资管科技创新一年定开混合（009447）二季 度持有股数46.68万股，占基金净值比例为4.94%，位居第四大重仓股。根据测算，今日浮盈赚取约 279.17万元。 财通资管科技创新一年定开混合（009447）成立日期2020年7月10日，最新规模7.96亿。今年以来收益 38.53%，同类排名1655/8154；近一年收益45.98%，同类排名870/8025；成立以来收益64.5%。 财通资管科技创新一年定开混合（009447）基金经理为邓芳程、包斅文。 截至发稿，邓芳程累计任职时间5天，现 ...

Group 1 - The core point of the news is that Changchuan Technology's stock price increased by 9.99%, reaching 88.29 CNY per share, with a trading volume of 3.132 billion CNY and a turnover rate of 7.35%, resulting in a total market capitalization of 55.664 billion CNY [1] - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is based in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of integrated circuit equipment [1] - The company's main business revenue composition includes testing machines (57.68%), sorting machines (32.73%), and other products (9.59%) [1] Group 2 - From the perspective of fund holdings, one fund under Zheshang Securities Asset Management has a significant position in Changchuan Technology [2] - The Zheshang Zhijiang Phoenix ETF (512190) reduced its holdings by 31,100 shares in the second quarter, now holding 45,400 shares, which accounts for 3.48% of the fund's net value, ranking as the eighth largest holding [2] - The Zheshang Zhijiang Phoenix ETF has a total scale of 58.662 million CNY and has achieved a return of 29.83% this year, ranking 1623 out of 4220 in its category [2]

Group 1 - Zhongke Feimeasure's stock increased by 5.11% to 99.69 CNY per share, with a trading volume of 385 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 32.059 billion CNY [1] - The company, established on December 31, 2014, specializes in the research, production, and sales of integrated circuit equipment, with its main business revenue composition being 60.72% from testing equipment, 36.40% from measuring equipment, and 2.88% from services and others [1] Group 2 - The Qianhai Kaiyuan High-end Equipment Manufacturing Mixed A Fund (001060) has Zhongke Feimeasure as its fifth-largest holding, having increased its position by 3,233 shares to a total of 119,600 shares, representing 7.76% of the fund's net value [2] - The fund has achieved a year-to-date return of 40.74%, ranking 1,669 out of 8,172 in its category, and a one-year return of 101.34%, ranking 533 out of 7,980 [2] Group 3 - The fund manager, Wei Chun, has been in position for 6 years and 255 days, with the fund's total asset size at 1.197 billion CNY and a best return of 126.53% during his tenure [3]

Company Overview - Hangzhou Changchuan Technology Co., Ltd. specializes in the research, production, and sales of integrated circuit testing equipment, aiming to enhance China's integrated circuit testing technology and promote the upgrade of the integrated circuit equipment industry [4][16]. - The company has been recognized as a national high-tech enterprise and has accumulated over 1,150 patents domestically and internationally [5][18]. Financial Performance - For the first half of 2025, the company reported revenue of approximately 2.17 billion yuan, a 41.80% increase compared to the same period last year [2]. - The net profit attributable to shareholders was approximately 357.17 million yuan, reflecting a 71.32% increase year-on-year [2]. - The company did not distribute cash dividends or issue bonus shares during this period [1]. Business Model and Operations - The company operates on a direct sales model, utilizing commercial negotiations and bidding to secure orders, and has established marketing service points in various regions [12][11]. - The production process combines order-based and inventory-based manufacturing, ensuring flexibility in meeting customer demands [10][11]. Product Offerings - The main products include testing machines, sorting machines, automation equipment, and AOI optical inspection devices, with a focus on high-performance integrated circuit testing machines [8][19]. - The company has developed a comprehensive product line covering various testing and sorting equipment, including high-power testers and automated sorting machines [8][19]. Market Position and Competitive Landscape - The integrated circuit testing equipment market in China is primarily dominated by foreign companies, but domestic manufacturers, including the company, have begun to capture market share through technological advancements and competitive pricing [16][14]. - The company has established a strong reputation among leading integrated circuit manufacturers, including Longji Technology and Huada Semiconductor, which enhances its market influence [19]. Research and Development - The company invested approximately 57.74 million yuan in R&D during the reporting period, accounting for 26.65% of its revenue, emphasizing its commitment to innovation [18]. - The R&D team comprises over 50% of the total workforce, ensuring a strong focus on technological advancement and product development [18]. Strategic Partnerships and Acquisitions - The company completed the acquisition of Exis Technology in Malaysia, enhancing its product offerings in the sorting equipment segment and expanding its market reach [7][6]. - Collaborations with international firms like STI have strengthened the company's technological capabilities and customer relationships, facilitating entry into global semiconductor supply chains [6][19]. Future Outlook - The company aims to continue expanding its product line and market presence, focusing on high-end applications and international markets to become a leading player in the integrated circuit testing equipment industry [17][16].