12月23日，盛美上海涨0.61%，成交额7.21亿元。两融数据显示，当日盛美上海获融资买入额9807.76万 元，融资偿还9990.28万元，融资净买入-182.52万元。截至12月23日，盛美上海融资融券余额合计7.44 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，相比上期减少177.35万股。诺安成长混合A（320007）位居第五大流通股 东，持股246.86万股，相比上期减少75.41万股。东方人工智能主题混合A（005844）位居第六大流通股 东，持股227.48万股，相比上期减少46.74万股。易方达上证科创板50ETF（588080）位居第七大流通股 东，持股216.61万股，相比上期减少148.63万股。嘉实上证科创板芯片ETF（588200）位居第八大流通 股东，持股199.83万股，相比上期减少9.86万股。华泰柏瑞沪深300ETF（510300）位居第九大流通股 东，持股152.81 ...

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%。 12月23日，拓荆科技盘中上涨2.04%，截至09:49，报369.02元/股，成交4.80亿元，换手率0.47%，总市 值1037.55亿元。 资金流向方面，主力资金净流出722.67万元，特大单买入5609.32万元，占比11.68%，卖出6063.62万 元，占比12.62%；大单买入1.33亿元，占比27.76%，卖出1.36亿元，占比28.32%。 拓荆科技今年以来股价涨140.56%，近5个交易日涨9.50%，近20日涨26.99%，近60日涨68.27%。 截至9月30日，拓荆科技股东户数2.52万，较上期增加78.46%；人均流通股11091股，较上期减少 43.97%。2025年1月-9月，拓荆科技实现营业收入42.20亿元，同比增长85.27%；归母净利润5.57亿元， 同比增长105.14%。 分红方面，拓荆科技A股上市后累 ...

数据显示，东财基金旗下1只基金重仓拓荆科技。东财时代优选混合发起式A（017857）三季度持有股 数3000股，占基金净值比例为4.12%，位居第六大重仓股。根据测算，今日浮盈赚取约5.2万元。 东财时代优选混合发起式A（017857）成立日期2023年2月24日，最新规模1427.86万。今年以来收益 37.77%，同类排名1842/8170；近一年收益34.24%，同类排名1982/8139；成立以来收益29.35%。 12月22日，拓荆科技涨5.29%，截至发稿，报345.00元/股，成交5.35亿元，换手率0.56%，总市值970.02 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 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 ...

Core Insights - The stock price of Shengmei Shanghai increased by 2.10% on November 25, reaching 159.43 CNY per share, with a total market capitalization of 76.55 billion CNY [1] - The company has seen a year-to-date stock price increase of 60.48%, but has experienced a decline of 2.56% over the last five trading days and 14.61% over the last twenty days [1] - Shengmei Shanghai reported a revenue of 5.146 billion CNY for the first nine months of 2025, representing a year-on-year growth of 29.42%, and a net profit of 1.266 billion CNY, which is a 66.99% increase year-on-year [2] Financial Performance - The company has distributed a total of 0.723 billion CNY in dividends since its A-share listing [3] - As of September 30, 2025, the number of shareholders increased to 21,700, a rise of 85.89%, while the average number of circulating shares per person decreased by 46.20% to 20,098 shares [2] Shareholder Composition - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.0576 million shares, a decrease of 978,700 shares from the previous period [3] - Other notable shareholders include Huaxia SSE STAR 50 ETF, which is the fourth-largest shareholder with 3.1201 million shares, and several other ETFs that have also seen reductions in their holdings [3]

Group 1: Company Performance and Strategy - The company has experienced annual growth before going public, but performance has been suboptimal post-IPO due to the cyclical nature of the flat panel display industry and capital expenditure fluctuations [3] - Future strategies include focusing on new display technologies, semiconductor equipment, and expanding product categories to enhance market share and competitiveness [3] - The company aims to achieve breakthroughs in flexible OLED production, VR/AR/MR display development, and Mini/Micro LED technology commercialization [3] Group 2: Recent Developments and Orders - In Q3 2025, the company secured projects, but the amounts did not meet disclosure standards [4] - The company’s subsidiary has received orders for micro-assembly equipment applicable to certain optical module components [4] Group 3: Shareholder and Investment Insights - The recent share transfer to Qianji Investment was based on confidence in the company's long-term value, with a commitment to not sell shares for 12 months post-transfer [4] - The company is open to exploring mergers and acquisitions to enhance its strategic position and resource integration [4] Group 4: Market Conditions and Stock Performance - The company acknowledges the recent decline in stock price, attributing it to various external factors, while emphasizing stable operations and ongoing efforts to enhance competitiveness [5] - The company will disclose any stock repurchase plans in a timely manner, encouraging investors to maintain confidence [5]

Group 1 - The core viewpoint of the news is that拓荆科技 has experienced a significant stock price increase, with a 5.17% rise on November 7, reaching 344.97 yuan per share, and a total market capitalization of 969.93 billion yuan [1] - The company has seen a cumulative increase of 11.05% over the past three days, indicating strong market performance [1] -拓荆科技 specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its revenue coming from semiconductor equipment [1] Group 2 - 惠升基金 has a significant holding in拓荆科技, with its惠升惠民混合A fund holding 164,400 shares, representing 4.11% of the fund's net value [2] - The fund has generated a floating profit of approximately 278.93 million yuan today and 536.49 million yuan during the three-day increase [2] - 惠升惠民混合A fund has shown strong performance this year with a return of 41.87% and a one-year return of 52.12%, ranking 1765 out of 8148 and 680 out of 8053 respectively [2]

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]

Core Viewpoint - TuoJing Technology experienced a 5.07% decline in stock price, closing at 289.54 CNY per share, with a total market capitalization of 81.408 billion CNY as of November 3 [1] Company Overview - TuoJing Technology Co., Ltd. is located at 900 Shui Jia, Hunnan District, Shenyang, Liaoning Province, and was established on April 28, 2010. The company went public on April 20, 2022 [1] - The main business involves the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of revenue coming from semiconductor equipment and 3.53% from other supplementary sources [1] Fund Holdings - Guolian An Fund has a significant holding in TuoJing Technology, with the Guolian An Craftsmanship Technology Mixed Fund (011599) holding 16,000 shares, accounting for 6.9% of the fund's net value, making it the fourth-largest holding [2] - The fund has experienced a floating loss of approximately 247,300 CNY today [2] - The Guolian An Craftsmanship Technology Mixed Fund was established on May 18, 2021, with a current scale of 60.3175 million CNY, yielding 5.55% this year and 9.84% over the past year, ranking 6728 out of 8223 and 5919 out of 8115 respectively [2] - Since its inception, the fund has incurred a loss of 27.36% [2] Fund Manager Profile - The fund manager, Pan Ming, has a tenure of 11 years and 265 days, managing assets totaling 2.108 billion CNY, with the best fund return during his tenure being 233.15% and the worst being -35.33% [2]

Core Viewpoint - TuoJing Technology experienced a 5.07% decline in stock price, closing at 289.54 CNY per share, with a trading volume of 1.12 billion CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 81.41 billion CNY [1] Company Overview - TuoJing Technology Co., Ltd. is located at 900 ShuiJia, Hunnan District, Shenyang, Liaoning Province, established on April 28, 2010, and listed on April 20, 2022 [1] - The company's main business involves the research, production, sales, and technical services of high-end semiconductor specialized equipment [1] - The revenue composition of the main business is 96.47% from semiconductor specialized equipment and 3.53% from other supplementary sources [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Fangzheng Fubon holds TuoJing Technology [2] - Fangzheng Fubon CSI 500 ETF (510550) held 500 shares in TuoJing Technology in the third quarter, accounting for 0.51% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a total scale of 25.68 million CNY and has achieved a year-to-date return of 28.61%, ranking 1934 out of 4216 in its category [2] - Over the past year, the fund has returned 24.58%, ranking 2038 out of 3894 in its category, and since inception, it has returned 85.1% [2] - The fund manager, Yu Runze, has been in position for 3 years and 232 days, with a total asset scale of 1.96 billion CNY [2]

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].