数据显示，大成基金旗下1只基金重仓联动科技。大成中证360互联网+指数A（002236）三季度持有股 数21.88万股，占基金净值比例为1.11%，位居第三大重仓股。根据测算，今日浮盈赚取约111.81万元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模7.88亿。今年以来收益 40.31%，同类排名1119/4216；近一年收益38.54%，同类排名635/3955；成立以来收益230.91%。 11月14日，联动科技涨5.07%，截至发稿，报105.99元/股，成交1.36亿元，换手率3.68%，总市值74.80 亿元。 资料显示，佛山市联动科技股份有限公司位于广东省佛山市南海国家高新区新光源产业基地光明大道16 号(住所申报)，成立日期1998年12月7日，上市日期2022年9月22日，公司主营业务涉及半导体行业后道 封装测试领域专用设备的研发、生产和销售。主营业务收入构成为：半导体自动化测试系统86.15%， 半导体激光打标设备及其他机电一体化设备10.24%，配件、维修及其他技术服务3.61%。 从基金十大重仓股角度 截至发稿，夏高累计任职时间10年347天，现任 ...

Company Overview - Founded in 1998, the company specializes in semiconductor backend packaging and testing equipment, focusing on automated testing systems and laser marking devices [2][3] - Key products include automated testing systems for power semiconductors and mixed-signal integrated circuits, as well as laser marking equipment for semiconductor chips [3] Financial Performance - For the first three quarters of 2025, the company reported a revenue of ¥232.75 million, a year-on-year increase of 3.48% [4] - Net profit attributable to shareholders was ¥14.46 million, reflecting a year-on-year decrease of 4.79% due to stock incentive expenses totaling ¥11.77 million [4] Industry Outlook - The global semiconductor industry is expected to recover in 2024, driven by demand from AI, automotive electronics, and industrial IoT [5][6] - The power semiconductor market is expanding, particularly in electric vehicles, renewable energy, and industrial automation sectors [5][6] - Silicon carbide (SiC) is highlighted as a key material with significant application potential in various high-tech fields [6] Order Trends and Customer Base - The semiconductor equipment industry is projected to maintain a positive outlook in 2025, with strong customer expansion intentions [7] - The company aims to capitalize on opportunities in SiC wafer testing and module testing, gaining recognition from leading domestic and international clients [7][8] - Major clients include ON Semiconductor, Lite-On Semiconductor, and domestic leaders like China CRRC and Sanan Optoelectronics, indicating a robust customer structure [8] Product Development - The company is advancing the development of SOC testing equipment, focusing on high-end SOC testing machines with low domestic replacement rates [10] - Increased investment in R&D and market efforts is anticipated to capture market opportunities in this sector [10]