资金流向方面，主力资金净流出680.63万元，特大单买入791.37万元，占比4.37%，卖出2013.88万元， 占比11.13%；大单买入3976.42万元，占比21.98%，卖出3434.54万元，占比18.98%。 盛美上海今年以来股价涨60.48%，近5个交易日跌2.56%，近20日跌14.61%，近60日涨4.54%。 11月25日，盛美上海盘中上涨2.10%，截至10:28，报159.43元/股，成交1.81亿元，换手率0.26%，总市 值765.53亿元。 截至9月30日，盛美上海股东户数2.17万，较上期增加85.89%；人均流通股20098股，较上期减少 46.20%。2025年1月-9月，盛美上海实现营业收入51.46亿元，同比增长29.42%；归母净利润12.66亿元， 同比增长66.99%。 分红方面，盛美上海A股上市后累计派现7.23亿元。 机构持仓方面，截止2025年9月30日，盛美上海十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股505.76万股，相比上期减少97.87万股。华夏上证科创板50成份ETF（588000）位居第四大 流通股东，持股312.01万股， ...

证券代码：300812 证券简称：易天股份 编号：2025-003 深圳市易天自动化设备股份有限公司 2025 年 11 月 20 日投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 | | | （2025 年度深圳辖区上市公司投资者网上集体接待日活动） 其他 | | 形式 | 现场 网上 电话会议 ☐ ☐ | | 参与单位名称 | 通过全景网（http://rs.p5w.net）参加"2025 年度深圳辖区上市公司投资 | | 及人员姓名 | 者网上集体接待日活动"的投资者 | | 时间 | 2025 年 11 月 20 日 16:00-17:00 | | 地点 | "全景路演"网站（http://rs.p5w.net） | | 上市公司接待 | 董事长、总经理： 高军鹏先生 | | 人员姓名 | 独立董事： 薛志坚先生 | | | 副总经理、董事会秘书：王亚丽女士 | | | 为进一步加强与投资者的互动交流工作，公司于 2025 年 11 月 ...

截至发稿，彭柏文累计任职时间1年275天，现任基金资产总规模10.4亿元，任职期间最佳基金回报 63.49%， 任职期间最差基金回报62.36%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，惠升基金旗下1只基金重仓拓荆科技。惠升惠民混合A（008531）三季度持有股数16.44万 股，占基金净值比例为4.11%，位居第六大重仓股。根据测算，今日浮盈赚取约278.93万元。连续3天上 涨期间浮盈赚取536.49万元。 惠升惠民混合A（008531）成立日期2020年3月5日，最新规模3.78亿。今年以来收益41.87%，同类排名 1765/8148；近一年收益52.12%，同类排名680/8053；成立以来收益41.98%。 惠升惠民混合A（008531）基金经理为彭柏文。 11月7日，拓荆科技涨5.17%，截至发稿，报344.97元/股，成交25.45亿元，换手率2.69%，总市值969.93 亿元。拓荆科技股价已经连续3天上涨，区间累 ...

Company Overview - Shengmei Shanghai's stock price increased by 2.13% on November 4, reaching 178.28 CNY per share, with a trading volume of 114 million CNY and a market capitalization of 85.555 billion CNY [1] - The company specializes in the research, production, and sales of semiconductor equipment, with 99.72% of its revenue coming from product sales and 0.28% from services [1] Financial Performance - For the period from January to September 2025, Shengmei Shanghai reported a revenue of 5.146 billion CNY, representing a year-on-year growth of 29.42%, and a net profit attributable to shareholders of 1.266 billion CNY, which is a 66.99% increase year-on-year [2] - The company has distributed a total of 723 million CNY in dividends since its A-share listing [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 21,700, up by 85.89%, while the average number of circulating shares per person decreased by 46.20% to 20,098 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 5.0576 million shares, and several ETFs, with notable reductions in holdings among the top ten circulating shareholders [3]

11月3日，拓荆科技跌5.07%，截至发稿，报289.54元/股，成交11.32亿元，换手率1.37%，总市值814.08 亿元。 资料显示，拓荆科技股份有限公司位于辽宁省沈阳市浑南区水家900号，成立日期2010年4月28日，上市 日期2022年4月20日，公司主营业务涉及高端半导体专用设备的研发、生产、销售和技术服务。主营业 务收入构成为：半导体专用设备96.47%，其他(补充)3.53%。 责任编辑：小浪快报 国联安匠心科技1个月滚动持有混合（011599）成立日期2021年5月18日，最新规模6031.75万。今年以 来收益5.55%，同类排名6728/8223；近一年收益9.84%，同类排名5919/8115；成立以来亏损27.36%。 国联安匠心科技1个月滚动持有混合（011599）基金经理为潘明。 截至发稿，潘明累计任职时间11年265天，现任基金资产总规模21.08亿元，任职期间最佳基金回报 233.15%， 任职期间最差基金回报-35.33%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等 ...

11月3日，拓荆科技跌5.07%，截至发稿，报289.54元/股，成交11.21亿元，换手率1.36%，总市值814.08 亿元。 资料显示，拓荆科技股份有限公司位于辽宁省沈阳市浑南区水家900号，成立日期2010年4月28日，上市 日期2022年4月20日，公司主营业务涉及高端半导体专用设备的研发、生产、销售和技术服务。主营业 务收入构成为：半导体专用设备96.47%，其他(补充)3.53%。 从基金十大重仓股角度 数据显示，方正富邦基金旗下1只基金重仓拓荆科技。方正富邦中证500ETF（510550）三季度持有股数 500股，占基金净值比例为0.51%，位居第十大重仓股。根据测算，今日浮亏损失约7730元。 方正富邦中证500ETF（510550）成立日期2018年11月30日，最新规模2567.88万。今年以来收益 28.61%，同类排名1934/4216；近一年收益24.58%，同类排名2038/3894；成立以来收益85.1%。 方正富邦中证500ETF（510550）基金经理为于润泽。 截至发稿，于润泽累计任职时间3年232天，现任基金资产总规模19.55亿元，任职期间最佳基金回报 32.84%， ...

Core Viewpoint - The company, Shengmei Semiconductor Equipment (Shanghai) Co., Ltd., reported significant growth in revenue and net profit for the first three quarters of 2025, indicating strong operational performance and market recognition of its products and services [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 5.146 billion yuan, a year-on-year increase of 29.42% - The net profit attributable to shareholders reached 1.266 billion yuan, up 66.99% - The net profit after deducting non-recurring items was 1.107 billion yuan, reflecting a growth of 49.48% - In Q3 2025, revenue was 1.881 billion yuan, with a year-on-year growth of 19.61% - The net profit for Q3 was 570 million yuan, showing an impressive increase of 81.04% [1]. Research and Development - The company invested 868 million yuan in R&D during the first three quarters, marking a 41.89% increase, with R&D expenses accounting for 16.87% of total revenue - As of September 29, 2025, the total amount of orders on hand was 9.072 billion yuan, representing a year-on-year growth of 34.10% [2]. Capacity and Production - The company’s production capacity is supported by its semiconductor equipment R&D and manufacturing center, with Factory A nearing full production - Factory B is expected to begin renovations next year, with both factories projected to achieve an annual output value of 20 billion yuan [2]. Capital Operations - The company successfully completed its first refinancing through a private placement, raising approximately 4.482 billion yuan by issuing about 38.6013 million shares - The raised funds will be directed towards R&D and process testing platform construction, high-end semiconductor equipment iterative R&D projects, and supplementing working capital [3]. Strategic Development - The R&D and process testing platform aims to enhance the company’s testing capabilities and support product development from R&D to finalization - The high-end semiconductor equipment iterative R&D project focuses on developing differentiated technologies with independent intellectual property rights, facilitating market expansion both domestically and internationally [4].

Core Insights - The company reported a revenue of 5.146 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 29.42% [1] - The net profit attributable to shareholders reached 1.266 billion yuan, with a year-on-year increase of 66.99% [1] - The basic earnings per share stood at 2.87 yuan [2] Financial Performance - The company achieved a gross margin of 49.54%, up by 1.07 percentage points year-on-year, and a net margin of 24.59%, which increased by 5.53 percentage points compared to the same period last year [2] - In Q3 2025, the gross margin was 47.48%, showing a year-on-year increase of 0.39 percentage points but a quarter-on-quarter decrease of 3.15 percentage points [2] - The net margin for Q3 was 30.30%, up by 10.27 percentage points year-on-year and 7.36 percentage points quarter-on-quarter [2] Expense Analysis - Total operating expenses for the period were 1.317 billion yuan, an increase of 227 million yuan year-on-year, with an expense ratio of 25.60%, down by 1.82 percentage points from the previous year [2] - Sales expenses grew by 34.51% year-on-year, while management expenses decreased by 7.82% [2] - R&D expenses increased by 27.59%, and financial expenses saw a significant reduction of 136.54% [2] Company Overview - The company, established on May 17, 2005, is located in the China (Shanghai) Free Trade Zone and specializes in the R&D, production, and sales of semiconductor equipment [3] - The main revenue source is from product sales, accounting for 99.72%, with service provision making up 0.28% [3] - The company is classified under the electronic-semiconductor-semiconductor equipment industry and is associated with concepts such as advanced packaging and integrated circuits [3]

Group 1 - The core viewpoint of the news is that拓荆科技 has experienced a significant stock price increase, rising 5.14% on October 24, with a total market capitalization of 764.79 billion yuan and a cumulative increase of 7.08% over four consecutive days [1] - The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its main business revenue coming from semiconductor equipment [1] - The stock's trading volume on the reporting day was 8.20 billion yuan, with a turnover rate of 1.09% [1] Group 2 - 工银瑞信基金 has a significant holding in拓荆科技, with its 工银主题策略混合A fund increasing its position by 11,300 shares in the second quarter, making it the largest holding in the fund [2] - The fund has achieved a year-to-date return of 38.32% and a one-year return of 41.79%, ranking 1677 out of 8154 and 1152 out of 8025 respectively in its category [2] - The fund manager, 林念, has been in charge for nearly 10 years, with the fund's best return during his tenure being 113.14% [2]

Core Viewpoint - The stock of Tuojing Technology has experienced fluctuations, with a notable decline of 2.03% on October 17, 2023, despite a year-to-date increase of 59.73% [1] Financial Performance - For the first half of 2025, Tuojing Technology reported a revenue of 1.954 billion yuan, representing a year-on-year growth of 54.25% [2] - The net profit attributable to shareholders for the same period was 94.288 million yuan, showing a decrease of 26.96% compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 174 million yuan [2] Stock Market Activity - As of October 17, 2023, Tuojing Technology's stock price was 245.02 yuan per share, with a market capitalization of 68.891 billion yuan [1] - The stock has seen a trading volume of 226 million yuan and a turnover rate of 0.32% on the same day [1] - The stock has experienced a decline of 7.54% over the last five trading days, but a significant increase of 38.45% over the last 20 days [1] Shareholder Structure - As of June 30, 2025, the number of shareholders for Tuojing Technology was 14,100, a decrease of 4.69% from the previous period [2] - The average number of circulating shares per shareholder increased by 89.04% to 19,794 shares [2] - Major shareholders include various ETFs, with notable changes in holdings among the top ten circulating shareholders [2]