华泰紫金中证半导体产业指数型发起A（021718）基金经理为毛甜。 1月8日，安集科技跌5.01%，截至发稿，报264.45元/股，成交13.40亿元，换手率2.96%，总市值445.76 亿元。 资料显示，安集微电子科技(上海)股份有限公司位于上海市浦东新区华东路5001号金桥综合保税区T6-5 幢，成立日期2006年2月7日，上市日期2019年7月22日，公司主营业务涉及关键半导体材料的研发和产 业化。主营业务收入构成为：销售化学机械抛光液81.48%，销售功能性湿电子化学品18.14%，其他 0.38%。 从基金十大重仓股角度 数据显示，华泰资管旗下1只基金重仓安集科技。华泰紫金中证半导体产业指数型发起A（021718）三 季度持有股数1.51万股，占基金净值比例为3.02%，位居第十大重仓股。根据测算，今日浮亏损失约 21.01万元。 华泰紫金中证半导体产业指数型发起A（021718）成立日期2024年7月17日，最新规模3035.34万。今年 以来收益13.97%，同类排名27/5493；近一年收益86.96%，同类排名160/4197；成立以来收益133.51%。 截至发稿，毛甜累计任职时间8年3 ...

Group 1 - The core point of the news is that Anji Technology's stock price decreased by 1.16% to 213.70 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 0.33%, resulting in a total market capitalization of 36.02 billion CNY [1] - Anji Microelectronics Technology (Shanghai) Co., Ltd. is located in the Pudong New Area of Shanghai and was established on February 7, 2006, with its listing date on July 22, 2019. The company focuses on the research and industrialization of key semiconductor materials [1] - The main business revenue composition includes 81.48% from the sales of chemical mechanical polishing liquids, 18.14% from functional wet electronic chemicals, and 0.38% from other sources [1] Group 2 - From the perspective of the top ten holdings of funds, Huashan Fund has one fund heavily invested in Anji Technology. The Huashan CSI 1000 Index Enhanced A (015148) held 1,180 shares in the third quarter, accounting for 0.47% of the fund's net value, making it the second-largest holding [2] - The Huashan CSI 1000 Index Enhanced A (015148) was established on July 12, 2022, with a latest scale of 45.938 million CNY. Year-to-date returns are 28.89%, ranking 1,908 out of 4,189 in its category; the one-year return is 25.71%, ranking 1,975 out of 4,188; and since inception, the return is 10.65% [2] - The fund manager of Huashan CSI 1000 Index Enhanced A (015148) is Zhang Xu, who has a cumulative tenure of 5 years and 229 days, with total fund assets of 7.661 billion CNY. The best fund return during his tenure is 144.3%, while the worst is -7.07% [2]

Core Viewpoint - Anji Technology has shown significant stock performance with a year-to-date increase of 107.71% and a market capitalization of 37.42 billion yuan as of December 24 [1]. Group 1: Stock Performance and Market Activity - On December 24, Anji Technology's stock rose by 2.05%, reaching 222.00 yuan per share, with a trading volume of 461 million yuan and a turnover rate of 1.25% [1]. - The stock has increased by 9.39% over the last five trading days, 15.22% over the last 20 days, and 13.68% over the last 60 days [1]. - The net outflow of main funds was 1.82 million yuan, with large orders accounting for 26.89% of purchases and 27.82% of sales [1]. Group 2: Financial Performance - For the period from January to September 2025, Anji Technology reported a revenue of 1.812 billion yuan, representing a year-on-year growth of 38.09%, and a net profit attributable to shareholders of 608 million yuan, up 54.96% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 178 million yuan, with 125 million yuan distributed over the past three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased by 48.24% to 16,800, while the average circulating shares per person decreased by 32.30% to 10,037 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 18.796 million shares, an increase of 6.0729 million shares from the previous period [3]. - New institutional shareholders include the Guotai CSI Semiconductor Materials and Equipment Theme ETF, holding 1.219 million shares [3].

尚正研究睿选混合发起A（023397）基金经理为张志梅、李睿。 截至发稿，张志梅累计任职时间8年19天，现任基金资产总规模2.53亿元，任职期间最佳基金回报 121.21%， 任职期间最差基金回报-29.86%。 12月23日，安集科技涨5.04%，截至发稿，报222.58元/股，成交2.27亿元，换手率0.62%，总市值375.17 亿元。 资料显示，安集微电子科技(上海)股份有限公司位于上海市浦东新区华东路5001号金桥综合保税区T6-5 幢，成立日期2006年2月7日，上市日期2019年7月22日，公司主营业务涉及关键半导体材料的研发和产 业化。主营业务收入构成为：销售化学机械抛光液81.48%，销售功能性湿电子化学品18.14%，其他 0.38%。 从基金十大重仓股角度 数据显示，尚正基金旗下1只基金重仓安集科技。尚正研究睿选混合发起A（023397）三季度持有股数 5387股，与上期相比持股数量不变，占基金净值比例为6.81%，位居第八大重仓股。根据测算，今日浮 盈赚取约5.75万元。 尚正研究睿选混合发起A（023397）成立日期2025年2月18日，最新规模1646.59万。成立以来收益 30. ...

Core Viewpoint - Anji Technology (688019.SH) has disclosed its latest developments in storage demand, capacity layout, and overseas expansion during an investor relations event held on December 9-10, 2023, attended by various institutional investors [1] Group 1: Storage Demand - The company indicated that several products, including chemical mechanical polishing (CMP) slurries and functional wet electronic chemicals, are now applied in the manufacturing process of storage chips, with improvements in customer demand expected to drive business growth [3] Group 2: Capacity Layout - Anji Technology's production capacity is primarily based in Shanghai's Jinqiao, focusing on CMP slurry production, while the Ningbo Beilun site emphasizes functional wet electronic chemicals, ensuring supply chain security with some slurry production [3] - The Shanghai Chemical Zone is currently in the construction phase for upstream raw material production lines, with the company planning to align production line construction and commissioning with its mid-to-long-term strategy and market conditions [3] Group 3: Overseas Expansion - The company reiterated its core strategy of "rooted in China, serving globally," adopting a gradual and demand-driven approach to expand overseas markets, particularly focusing on Taiwan [3] - Efforts include building a local talent team and laboratory environment, enhancing local service capabilities, and actively managing projects with clients, achieving progress in technical cooperation and product validation [3] Group 4: Competitive Advantages - Anji Technology has established a "3+1" technology platform over two decades, with some technical indicators reaching international advanced levels, enhancing its product iteration speed and continuous innovation [4] - The company emphasizes a customer-centric service model with high responsiveness and flexibility, providing one-stop solutions while ensuring supply security through self-controlled core raw material supply [4] Group 5: Business Structure and Market Position - The business structure for CMP slurries and functional wet electronic chemicals is expected to remain stable in the short term, with functional wet electronic chemicals entering a phase of scale growth after expanding its product series [4] - The competitive landscape for functional wet electronic chemicals is primarily dominated by overseas manufacturers, but the company aims to leverage its R&D strength, quality assurance, and customer collaboration to expand in both mainland China and overseas markets [4] Group 6: Profitability and Financial Outlook - With the ramp-up of functional wet electronic chemicals production at the Ningbo Beilun site, scale effects are anticipated to gradually improve the gross margin of related products [5] - The company aims to balance gross margin and R&D investment to solidify its long-term competitive advantage [6]

Core Insights - Anji Technology (688019), a leading company in semiconductor polishing liquids, has shown continuous profit growth in Q3 2023, with functional wet electronic chemicals forming a "second growth curve" [1] Revenue Performance - The company's Q3 revenue reached 671 million yuan, representing a year-on-year increase of approximately 30% [1] - The net profit attributable to shareholders was 233 million yuan, up 46.74% year-on-year, while the net profit after deducting non-recurring items grew by about 20% [1] Product Development and Market Expansion - Anji Technology's products, including chemical mechanical polishing liquids and functional wet electronic chemicals, are now applied in various semiconductor sectors, including logic chips, memory chips, and third-generation semiconductors [1] - The company has achieved stable mass production of multiple polishing liquid products at leading domestic fabs and is actively iterating on mature product platforms [1] - The revenue from chemical mechanical polishing liquids accounts for approximately 80% of total revenue, with functional wet electronic chemicals showing significant growth and increasing revenue share [1] R&D Investment - The company invested 128 million yuan in R&D during the reporting period, a year-on-year increase of about 40% [3] - R&D expenses accounted for 19.04% of revenue, an increase of 1.65 percentage points year-on-year, driven by close collaboration with clients and active R&D activities [3]

Group 1 - Anji Technology's stock increased by 5.11%, reaching 201.50 CNY per share, with a trading volume of 453 million CNY and a turnover rate of 1.38%, resulting in a total market capitalization of 33.964 billion CNY [1] - Anji Microelectronics Technology (Shanghai) Co., Ltd. specializes in the research and industrialization of key semiconductor materials, with its main business revenue composition being 81.48% from the sale of chemical mechanical polishing liquids, 18.14% from functional wet electronic chemicals, and 0.38% from other sources [1] Group 2 - According to data, a fund under Shangyin Fund holds a significant position in Anji Technology, with the Shangyin CSI Semiconductor Industry Index Initiation A Fund (024069) holding 8,900 shares, accounting for 2.95% of the fund's net value, ranking as the tenth largest holding [2] - The Shangyin CSI Semiconductor Industry Index Initiation A Fund was established on May 13, 2025, with a latest scale of 22.1553 million CNY and has achieved a return of 44.27% since inception [2] - The fund manager, Zhai Yunfei, has a tenure of 9 years and 301 days, with the total asset scale of 391 million CNY, achieving a best fund return of 52.52% and a worst fund return of -12.79% during the tenure [2]

Core Viewpoint - Anji Technology's stock has shown significant volatility, with a year-to-date increase of 81.79% but a recent decline in the last five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [1][2]. Financial Performance - For the period from January to September 2025, Anji Technology reported a revenue of 1.812 billion yuan, representing a year-on-year growth of 38.09% [2]. - The net profit attributable to shareholders for the same period was 608 million yuan, reflecting a year-on-year increase of 54.96% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Anji Technology reached 16,800, an increase of 48.24% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 32.30% to 10,037 shares [2]. Dividend Distribution - Anji Technology has distributed a total of 178 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 18.796 million shares, an increase of 6.0729 million shares from the previous period [3]. - The fourth-largest circulating shareholder, Harvest SSE STAR Chip ETF, holds 2.666 million shares, a decrease of 120,300 shares [3]. - New institutional investors include Guotai Junan CSI Semiconductor Materials and Equipment Theme ETF, holding 1.219 million shares [3].

Core Viewpoint - Anji Technology's stock price has experienced fluctuations, with a year-to-date increase of 81.98% but a recent decline in the last five and twenty trading days [1] Group 1: Stock Performance - On November 20, Anji Technology's stock fell by 2.02%, trading at 194.50 CNY per share with a total transaction volume of 2.42 billion CNY [1] - The stock's turnover rate was 0.73%, and its total market capitalization reached 32.784 billion CNY [1] - Year-to-date, the stock has increased by 81.98%, while it has decreased by 3.28% in the last five trading days and 5.99% in the last twenty trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Anji Technology reported a revenue of 1.812 billion CNY, representing a year-on-year growth of 38.09% [2] - The net profit attributable to shareholders for the same period was 608 million CNY, showing a year-on-year increase of 54.96% [2] Group 3: Shareholder Information - As of September 30, 2025, Anji Technology had 16,800 shareholders, an increase of 48.24% from the previous period [2] - The average number of circulating shares per shareholder was 10,037, a decrease of 32.30% from the previous period [2] - The company has distributed a total of 178 million CNY in dividends since its A-share listing, with 125 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 18.796 million shares, an increase of 6.0729 million shares from the previous period [3] - The fourth-largest circulating shareholder, Harvest SSE STAR Chip ETF, held 2.666 million shares, a decrease of 120,300 shares from the previous period [3] - New institutional shareholders include Guotai Junan CSI Semiconductor Materials and Equipment Theme ETF, holding 1.219 million shares [3]

Core Viewpoint - Anji Technology has shown significant stock performance with a year-to-date increase of 90.22%, indicating strong market interest and potential growth in the semiconductor materials sector [1][2]. Financial Performance - For the period from January to September 2025, Anji Technology reported a revenue of 1.812 billion yuan, representing a year-on-year growth of 38.09% [2]. - The net profit attributable to shareholders for the same period was 608 million yuan, reflecting a year-on-year increase of 54.96% [2]. Stock Market Activity - As of November 11, Anji Technology's stock price was 203.30 yuan per share, with a market capitalization of 34.267 billion yuan [1]. - The stock experienced a trading volume of 83.8253 million yuan, with a turnover rate of 0.25% [1]. - Over the last five trading days, the stock price increased by 5.66%, while it decreased by 0.25% over the last 20 days and increased by 38.77% over the last 60 days [1]. Shareholder Information - As of September 30, the number of shareholders increased to 16,800, a rise of 48.24% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 32.30% to 10,037 shares [2]. Dividend Distribution - Anji Technology has distributed a total of 178 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 18.796 million shares, an increase of 6.0729 million shares from the previous period [3]. - The fourth-largest shareholder, Harvest SSE STAR Chip ETF, reduced its holdings by 120,300 shares to 2.666 million shares [3]. - New institutional investors include the Guotai CSI Semiconductor Materials and Equipment Theme ETF, holding 1.219 million shares [3].