10月9日，盛美上海跌1.89%，成交额17.38亿元。两融数据显示，当日盛美上海获融资买入额2.96亿 元，融资偿还3.18亿元，融资净买入-2175.47万元。截至10月9日，盛美上海融资融券余额合计7.75亿 元。 融资方面，盛美上海当日融资买入2.96亿元。当前融资余额7.72亿元，占流通市值的0.89%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，盛美上海10月9日融券偿还1200.00股，融券卖出1265.00股，按当日收盘价计算，卖出金额 25.05万元；融券余量1.49万股，融券余额294.89万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年6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603.63万股，相比上期减少48.25万股。华夏上证科创板50成份ETF（588000）位居第三大 流通股东，持股489.37万股，相比上期减少5.95万股。易方达上证科创板50ETF（588080）位居第五大 流通股东，持股365.24万股，相比上期增加12.21万股。诺安成长混合A（320007）位居第六大流通股 东，持股322.2 ...

9月30日，拓荆科技涨5.25%，截至发稿，报277.85元/股，成交10.41亿元，换手率1.39%，总市值777.23 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，长盛基金旗下1只基金重仓拓荆科技。长盛电子信息产业混合A（080012）二季度减持9990 股，持有股数19.3万股，占基金净值比例为3.1%，位居第九大重仓股。根据测算，今日浮盈赚取约 267.3万元。 长盛电子信息产业混合A（080012）成立日期2012年3月27日，最新规模3.83亿。今年以来收益 37.54%，同类排名2347/8167；近一年收益56.08%，同类排名1605/8010；成立以来收益280.27%。 长盛电子信息产业混合A（080012）基金经理为杨秋鹏。 截至发稿，杨秋鹏累计任职时间3年72天，现任基金资产总规模11.83亿元，任职期间最佳基金回报 24. ...

截至发稿，于威业累计任职时间1年271天，现任基金资产总规模7.58亿元，任职期间最佳基金回报 42.8%， 任职期间最差基金回报6.97%。 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。 数据显示，大成基金旗下1只基金重仓拓荆科技。大成专精特新混合A（014651）二季度持有股数1.91万 股，与上期相比持股数量不变，占基金净值比例为7.31%，位居第三大重仓股。根据测算，今日浮盈赚 取约24.41万元。 大成专精特新混合A（014651）成立日期2022年1月27日，最新规模3411.69万。今年以来收益22.97%， 同类排名4005/8244；近一年收益29.6%，同类排名4326/8080；成立以来亏损9.05%。 大成专精特新混合A（014651）基金经理为于威业。 9月29日，拓荆科技涨5.12%，截至发稿，报263.00元/股，成交6.26亿元，换手率0.87%，总市值735.69 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 ...

截至6月30日，盛美上海股东户数1.17万，较上期减少7.31%；人均流通股37360股，较上期增加7.89%。 2025年1月-6月，盛美上海实现营业收入32.65亿元，同比增长35.83%；归母净利润6.96亿元，同比增长 56.99%。 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6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603.63万股，相比上期减少48.25万股。华夏上证科创板50成份ETF（588000）位居第三大 流通股东，持股489.37万股，相比上期减少5.95万股。易方达上证科创板50ETF（588080）位居第五大 流通股东，持股365.24万股，相比上期增加12.21万股。诺安成长混合A（320007）位居第六大流通股 东，持股322.27万股，相比上期减少91.41万股。东方人工智能主题混合A（005844）位居第七大流通股 东，持股274.22万股，相比上期减少87.42万股。嘉实上证科创板芯片ETF（588200）位居第八大流通股 东，持股209.70万股，相比上期增加20.18万股。南方信息创新混合A（ ...

Company Overview -拓荆科技, established on April 28, 2010, is located in Shenyang, Liaoning Province, and was listed on April 20, 2022. The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment [1][2]. Financial Performance - For the first half of 2025,拓荆科技 reported revenue of 1.954 billion yuan, representing a year-on-year increase of 54.25%. However, the net profit attributable to shareholders decreased by 26.96% to 94.288 million yuan [2]. - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends [3]. Stock Performance - As of September 16, the stock price of拓荆科技 was 185.99 yuan per share, with a market capitalization of 52.027 billion yuan. The stock has increased by 21.24% year-to-date, with a 9.75% rise over the past five trading days [1]. - The trading volume on September 16 was 9.52 billion yuan, with a turnover rate of 1.81% [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 4.69% to 14,100, while the average number of circulating shares per person increased by 89.04% to 19,794 shares [2]. - The top ten circulating shareholders include various ETFs and investment funds, with notable changes in holdings among them [3].

Core Viewpoint - The stock of Tuojing Technology has shown a positive trend with a year-to-date increase of 13.31%, reflecting strong market interest and performance in the semiconductor equipment sector [1][2]. Company Overview - Tuojing Technology Co., Ltd. is located in Shenyang, Liaoning Province, established on April 28, 2010, and listed on April 20, 2022. The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment [1]. - The main business revenue composition is 96.47% from semiconductor equipment and 3.53% from other sources [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%. However, the net profit attributable to shareholders decreased by 26.96% to 94.288 million yuan [2]. - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 4.69% to 14,100, while the average number of circulating shares per person increased by 89.04% to 19,794 shares [2]. - The top ten circulating shareholders include notable funds such as Huaxia SSE STAR 50 ETF and others, with varying changes in their holdings [3].

Core Viewpoint - The company emphasizes that sustainable and stable shareholder returns are built on high-quality and sustainable development, focusing on core business, optimizing management, and enhancing profitability [1] Group 1: Company Overview - Dalian Bai'ao Chemical Co., Ltd. specializes in the research, production, and sales of isothiazolinone industrial biocide raw materials and has been in the industry for over 20 years, becoming the largest producer of such biocides in Asia [1] - In 2024, the company transitioned into the semiconductor equipment sector through its controlling stake in Suzhou Xinhuilian Semiconductor Technology Co., Ltd. and a stake in Xinhuilian New (Suzhou) Technology Co., Ltd., establishing a dual business model of industrial biocides and semiconductor equipment [1] Group 2: Financial Performance - In the first half of the year, the company reported revenue of 749 million yuan, a year-on-year increase of 28.42%, while net profit attributable to shareholders decreased by 44.22% to 91.79 million yuan [2] - The chemical business faced challenges due to external environmental factors, weak market demand, and continuously low prices, leading to sustained pressure on profitability [2] Group 3: Business Segments - The company’s industrial biocide products are primarily exported to Asia, Europe, the United States, and South America, with overall changes remaining stable [2] - Despite the pressure on profitability in the biocide segment, there are positive signs, such as a 7.69% increase in average sales prices of biocide products in the second quarter and a 21.37% decrease in the comprehensive procurement costs of key raw materials [2] - The semiconductor equipment business, led by the subsidiary Xinhuilian, remains a core strategic direction, focusing on technology development, market expansion, and operational stability [3]

Company Overview - Tuojing Technology Co., Ltd. is located in Shenyang, Liaoning Province, and was established on April 28, 2010. The company went public on April 20, 2022. Its main business involves the research, production, sales, and technical services of high-end semiconductor equipment [1] - The revenue composition of the company is 96.47% from semiconductor equipment and 3.53% from other supplementary services [1] Stock Performance - On September 4, Tuojing Technology's stock fell by 5.32%, closing at 176.57 CNY per share, with a trading volume of 567 million CNY and a turnover rate of 1.12%. The total market capitalization is 49.392 billion CNY [1] Fund Holdings - Longsheng Fund has one fund heavily invested in Tuojing Technology. The Longsheng Electronic Information Industry Mixed A Fund (080012) reduced its holdings by 9,990 shares in the second quarter, holding a total of 193,000 shares, which represents 3.1% of the fund's net value, ranking as the ninth largest holding [2] - The estimated floating loss for the fund today is approximately 1.9165 million CNY [2] Fund Performance - The Longsheng Electronic Information Industry Mixed A Fund (080012) was established on March 27, 2012, with a current size of 383 million CNY. Year-to-date, it has returned 25.79%, ranking 2715 out of 8180 in its category. Over the past year, it has returned 55.03%, ranking 1983 out of 7978. Since inception, it has achieved a return of 247.8% [2]

Core Viewpoint - The company is committed to enhancing operational quality and efficiency, aiming for sustainable growth and value creation for stakeholders through its 2025 "Quality Improvement and Efficiency Enhancement" action plan [1][6]. Group 1: Operational Performance - In the first half of 2025, the company achieved a net profit attributable to shareholders of 90,004,386.31 yuan, representing a year-on-year increase of 12.84% [1]. - The company has increased its R&D investment, resulting in the acquisition of 37 intellectual property rights, including 3 invention patents and 12 utility model patents [1]. Group 2: Corporate Governance - The company adheres to relevant laws and regulations to strengthen corporate governance, providing training for board members and senior management to enhance compliance and operational skills [2][4]. - The company held 2 shareholder meetings and 4 board meetings in the first half of 2025, ensuring effective decision-making and oversight [3]. Group 3: Investor Relations - The company emphasizes investor relations management, hosting an earnings and cash dividend briefing in May 2025 to communicate with investors about industry trends and operational status [4][5]. - The company plans to distribute a cash dividend of 0.125 yuan per share, totaling 21,000,000 yuan, reflecting a cash dividend ratio of 13.73% for the year [5][6]. Group 4: Future Outlook - The company aims to enhance its management and incentive systems to align the interests of management and shareholders, focusing on sustainable dividend strategies [6]. - The company will continue to implement its action plan, striving for improved governance and operational efficiency to maintain investor trust and market reputation [6].

Group 1 - The latest stock price of Chipbond Technology is 144.00 yuan, an increase of 6.00 yuan from the previous trading day, with a trading volume of 62,122 hands and a transaction amount of 884 million yuan, reflecting a volatility of 5.97% [1] - The company specializes in the research, production, and sales of semiconductor equipment, primarily used in integrated circuits and advanced packaging [1] - As a leading semiconductor equipment manufacturer in China, Chipbond Technology continues to drive technological innovation and product upgrades [1] Group 2 - The company has announced plans to deepen its global strategy by issuing H-shares overseas and listing on the main board of the Hong Kong Stock Exchange [1] - The company has completed the election of a new board of directors, with the candidate list approved [1]