长川科技所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：集成电路、半导体、芯片概 念、大基金概念、长三角一体化等。 截至11月10日，长川科技股东户数11.91万，较上期减少9.84%；人均流通股4108股，较上期增加 11.81%。2025年1月-9月，长川科技实现营业收入37.79亿元，同比增长49.05%；归母净利润8.65亿元， 同比增长142.14%。 分红方面，长川科技A股上市后累计派现3.05亿元。近三年，累计派现1.87亿元。 机构持仓方面，截止2025年9月30日，长川科技十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股996.85万股，相比上期减少615.50万股。易方达创业板ETF（159915）位居第七大流通股 东，持股895.26万股，相比上期减少150.39万股。南方中证500ETF（510500）位居第九大流通股东，持 股655.06万股，相比上期增加4.05万股。国联安中证全指半导体产品与设备ETF联接A（007300）退出十 大流通股东之列。 11月27日，长川科技（维权）盘中上涨2.05%，截至09:59，报78.58元/股，成交4.08亿元，换手 ...

半导体设备+哈勃，细分设备市占率第一且份额不断上升，哈勃位列前十大股东，产品已发往长江存储等 企业验证，这家公司产品拓展分选机、AOI检测机领域。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ...

Core Viewpoint - Changchuan Technology's stock has experienced fluctuations, with a year-to-date increase of 77.52% but a recent decline in the last five and twenty trading days [1][2] Company Overview - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, and sales of integrated circuit equipment [1] - The main revenue composition includes testing machines (57.68%), sorting machines (32.73%), and others (9.59%) [1] Financial Performance - For the period from January to September 2025, Changchuan Technology achieved a revenue of 3.779 billion yuan, representing a year-on-year growth of 49.05%. The net profit attributable to shareholders was 865 million yuan, with a year-on-year increase of 142.14% [2] - Since its A-share listing, the company has distributed a total of 305 million yuan in dividends, with 187 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders for Changchuan Technology was 132,100, an increase of 10.76% from the previous period. The average number of circulating shares per shareholder was 3,674, a decrease of 9.71% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 9.9685 million shares, a decrease of 6.155 million shares from the previous period [3]

Core Viewpoint - Changchuan Technology's stock has experienced significant fluctuations, with a year-to-date increase of 84.58% but a recent decline in the last 20 days by 11.91% [1][2] Company Overview - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, and sales of integrated circuit equipment [1] - The main revenue components are testing machines (57.68%), sorting machines (32.73%), and others (9.59%) [1] Financial Performance - For the period from January to September 2025, Changchuan Technology achieved a revenue of 3.779 billion yuan, representing a year-on-year growth of 49.05%. The net profit attributable to shareholders was 865 million yuan, with a year-on-year increase of 142.14% [2] - Since its A-share listing, the company has distributed a total of 305 million yuan in dividends, with 187 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders for Changchuan Technology reached 132,100, an increase of 10.76% from the previous period. The average number of tradable shares per shareholder decreased by 9.71% to 3,674 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 9.9685 million shares (a decrease of 6.155 million shares), and E Fund's ChiNext ETF, holding 8.9526 million shares (a decrease of 1.5039 million shares) [3]

Core Viewpoint - Changchuan Technology's stock has shown significant volatility, with a year-to-date increase of 85.06% but a recent decline over the past five trading days and twenty days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, and sales of integrated circuit equipment [1]. - The company's main revenue sources are testing machines (57.68%), sorting machines (32.73%), and other products (9.59%) [1]. Financial Performance - For the period from January to September 2025, Changchuan Technology reported a revenue of 3.779 billion yuan, representing a year-on-year growth of 49.05%. The net profit attributable to shareholders was 865 million yuan, showing a substantial increase of 142.14% [2]. - Since its A-share listing, the company has distributed a total of 305 million yuan in dividends, with 187 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders for Changchuan Technology reached 132,100, an increase of 10.76% from the previous period. The average number of tradable shares per shareholder decreased by 9.71% to 3,674 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.9685 million shares, a decrease of 6.155 million shares from the previous period. E-Fund's ChiNext ETF and Southern CSI 500 ETF also show changes in their holdings [3]. Market Activity - On November 6, Changchuan Technology's stock price rose by 2.00% to 81.48 yuan per share, with a trading volume of 814 million yuan and a turnover rate of 2.07%. The total market capitalization reached 51.37 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 24, where it recorded a net buy of -193 million yuan [1].

Group 1 - The company has established a strong intellectual property barrier around key products such as testing machines and sorting machines [1] - This intellectual property strategy effectively protects the company's independent innovation achievements [1] - The company's technological moat and global market competitiveness have been significantly enhanced [1]

Group 1 - Fixed asset investment in Neijiang City (excluding rural households) increased by 7.5% year-on-year in the first three quarters, indicating stable overall performance [1][3] - Investment in the secondary industry grew by 25.6%, with industrial investment rising by 25.0% and manufacturing investment increasing by 26.4%, reflecting accelerated industrial upgrading [1][3] - The launch of the second phase of Changchuan Technology's integrated circuit testing equipment manufacturing base marks a strategic decision to seize development opportunities, following the successful operation of the first phase [1][2] Group 2 - Ming Tai Microelectronics' production value surged from 50 million yuan in 2019 to nearly 400 million yuan in the first few months of this year, with expectations to reach 500 million yuan for the entire year [2] - The new 40,000 square meter factory planned by Ming Tai Microelectronics will invest 500 million yuan in high-end equipment, increasing the proportion of high-end products from 20% to over 50% [2] - The construction of the E-commerce Industrial Park's Maker Center in Neijiang is progressing, with 35% of the total project completed, expected to inject new momentum into the high-quality development of the e-commerce industry [2][3] Group 3 - Qingdao Zhengwang New Materials' project for producing 30,000 tons of graphite materials for new energy is nearing completion, with 90% of the overall project progress achieved [3] - The strong momentum in project construction and rapid industrial development reflects the robust investment data, emphasizing the effectiveness of the "project-oriented" development strategy [3]

Group 1 - The core point of the news is that Changchuan Technology's stock price dropped by 5.1% to 83.51 CNY per share, with a trading volume of 2.631 billion CNY and a turnover rate of 6.32%, resulting in a total market capitalization of 52.650 billion CNY [1] Group 2 - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is located 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 at 57.68%, sorting machines at 32.73%, and other products at 9.59% [1] Group 3 - From the perspective of major fund holdings, Jin Ying Fund has one fund heavily invested in Changchuan Technology, specifically the Jin Ying Industrial Integration Mixed A Fund (001366), which held 18,600 shares, accounting for 1.93% of the fund's net value, ranking as the ninth largest holding [2] - The Jin Ying Industrial Integration Mixed A Fund (001366) was established on June 16, 2015, with a latest scale of 95.9036 million CNY, and has achieved a return of 37.34% this year, ranking 2284 out of 8154 in its category [2] - The fund manager, Yang Xiaobin, has been in position for 7 years and 214 days, with a total asset scale of 1.331 billion CNY, achieving the best fund return of 171.57% and the worst return of -11.35% during his tenure [2]

Group 1 - The core viewpoint of the articles highlights the strong financial performance of Changchuan Technology, with significant revenue and profit growth in the semiconductor industry [1][2] Group 2 - In the first three quarters of 2025, the company achieved operating revenue of 3.779 billion yuan, a year-on-year increase of 49.05%, and a net profit attributable to shareholders of 865 million yuan, a year-on-year increase of 142.14% [1] - In the third quarter alone, the company reported operating revenue of 1.612 billion yuan, a year-on-year increase of 60.04%, and a net profit of 438 million yuan, a year-on-year increase of 207.6% [1] - The growth in revenue and profit is attributed to the continuous increase in market demand for the semiconductor industry, with strong customer demand and abundant product orders [1] Group 3 - Changchuan Technology is recognized as a benchmark enterprise in the domestic semiconductor testing equipment field, serving major integrated circuit packaging, wafer manufacturing, and chip design companies [1] - The company's core products include testing machines, sorting machines, automation equipment, and AOI (Automated Optical Inspection) equipment, which have been recognized by leading integrated circuit companies [1] Group 4 - Recently, the company’s application for a private placement of shares was accepted by the Shenzhen Stock Exchange, aiming to raise no more than 3.132 billion yuan [2] - The raised funds will be used for semiconductor equipment R&D projects and to supplement working capital, enhancing product technology depth and supporting the import substitution process of testing machines and AOI equipment [2] - The project will also help to improve the company's product line and meet the diverse needs of the market [2]

Core Viewpoint - Changchuan Technology's stock has experienced significant fluctuations, with a year-to-date increase of 88.87% and recent declines in trading performance [1][2]. Group 1: Stock Performance - As of October 22, Changchuan Technology's stock price was 83.16 yuan per share, with a market capitalization of 52.43 billion yuan [1]. - The stock has seen a net outflow of 22.25 million yuan in principal funds, with large orders showing a buy of 181 million yuan and a sell of 184 million yuan [1]. - Over the past five trading days, the stock has decreased by 1.91%, while it has increased by 39.25% over the past 20 days and 89.34% over the past 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Changchuan Technology reported revenue of 2.167 billion yuan, representing a year-on-year growth of 41.80%, and a net profit attributable to shareholders of 427 million yuan, up 98.73% [2]. - The company has distributed a total of 305 million yuan in dividends since its A-share listing, with 187 million yuan distributed over the past three years [2]. Group 3: Shareholder Information - As of July 20, 2025, the number of shareholders for Changchuan Technology was 78,600, with an average of 6,176 circulating shares per person [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 16.1235 million shares, and E Fund's ChiNext ETF, which holds 10.4565 million shares, both showing increases in holdings compared to the previous period [2].