1月7日，胜科纳米涨5.02%，截至发稿，报28.65元/股，成交6869.13万元，换手率6.94%，总市值115.55 亿元。 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，先锋基金旗下1只基金重仓胜科纳米。先锋精一A（003586）三季度持有股数1764股，占基 金净值比例为3.98%，位居第十大重仓股。根据测算，今日浮盈赚取约2416.68元。 先锋精一A（003586）成立日期2016年11月18日，最新规模117.35万。今年以来收益2.34%，同类排名 5339/8823；近一年收益29.81%，同类排名4219/8083；成立以来收益13.91%。 先锋精一A（003586）基金经理为曾捷。 截至发稿，曾捷累计任职时间3年12天，现任基金资产总规模4600.56万元，任职期间最佳基金回报 63.6%， 任职期间最差基金回报36.71%。 资料显示，胜科纳米(苏州)股份有限公司位于江苏省苏州工业园区朝前路9号，成立日期2012 ...

该项目的投资建设符合行业发展趋势和公司在全国多点布局实验室的战略规划，有利于公司把握半导体 第三方检测分析的发展机遇，满足不断增长的市场需求，进而提升公司的市场占有率，巩固公司的行业 地位;同时，将实现公司产线升级与实验室建设，进一步赋能公司研发创新，增强公司的核心竞争力， 对公司的长期可持续发展具有重要意义。 胜科纳米(688757.SH)发布公告，为落实公司的战略规划，加快重点区域市场布局，充分发挥公司在半 导体第三方检测分析领域的竞争优势，满足公司不断增长的检测分析市场需求，公司全资子公司青岛胜 科或其合并报表范围内公司拟使用约5亿元投资建设"青岛检测分析能力提升建设项目"。 ...

Company Overview - Shengke Nano is located in Suzhou Industrial Park, Jiangsu Province, and was established on August 17, 2012. The company is set to be listed on March 25, 2025. Its main business involves third-party testing and analysis for the semiconductor industry, providing failure analysis, material analysis, and reliability analysis services [1]. Financial Performance - As of September 30, Shengke Nano achieved operating revenue of 386 million yuan and a net profit attributable to shareholders of 56.59 million yuan, representing a year-on-year growth of 3.59% [2]. - The company has distributed a total of 80.26 million yuan in dividends since its A-share listing [3]. Stock Performance - On November 12, Shengke Nano's stock price decreased by 2.04%, trading at 27.88 yuan per share, with a total market capitalization of 11.244 billion yuan. The stock has seen a year-to-date increase of 2.27%, but has declined by 2.79% over the past five trading days, 4.13% over the past 20 days, and 5.27% over the past 60 days [1]. - The number of shareholders as of September 30 was 9,036, a decrease of 19.79% from the previous period, while the average number of circulating shares per person increased by 34.12% to 3,878 shares [2]. Business Segmentation - The revenue composition of Shengke Nano's main business includes failure analysis (FA) at 64.04%, material analysis (MA) at 33.17%, reliability analysis (RA) at 2.63%, and other services at 0.16% [1].

Core Viewpoint - Shengke Nano's stock performance shows a slight increase, with significant financing activities indicating investor interest and confidence in the company's growth potential [1][2]. Financing Activities - On November 11, Shengke Nano's stock rose by 0.18%, with a trading volume of 64.03 million yuan. The financing buy-in amount for the day was 9.99 million yuan, while the financing repayment was 3.49 million yuan, resulting in a net financing buy-in of 6.51 million yuan. The total financing and securities balance reached 97.86 million yuan, accounting for 9.81% of the circulating market value [1]. - The company had no short selling activities on November 11, with zero shares sold or repaid, indicating a lack of bearish sentiment among investors [1]. Company Overview - Shengke Nano (Suzhou) Co., Ltd. was established on August 17, 2012, and is located in Suzhou Industrial Park, Jiangsu Province. The company specializes in semiconductor third-party testing and analysis, providing failure analysis, material analysis, and reliability analysis services to clients in the semiconductor industry [1]. - The revenue composition of the company's main business includes failure analysis (FA) at 64.04%, material analysis (MA) at 33.17%, reliability analysis (RA) at 2.63%, and other services at 0.16% [1]. Financial Performance - As of September 30, the number of shareholders for Shengke Nano was 9,036, a decrease of 19.79% from the previous period. The average number of circulating shares per person increased by 34.12% to 3,878 shares [2]. - For the period from January to September 2025, Shengke Nano reported a revenue of 386 million yuan and a net profit attributable to the parent company of 56.59 million yuan, reflecting a year-on-year growth of 3.59% [2]. Dividend Information - Since its A-share listing, Shengke Nano has distributed a total of 80.26 million yuan in dividends [3].

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Shengke Nano, indicating a slight increase in stock price and a net financing outflow on October 13 [1] - On October 13, Shengke Nano's stock price rose by 0.10%, with a trading volume of 73.20 million yuan, and a net financing buy of -1.41 million yuan [1] - As of October 13, the total margin balance for Shengke Nano was 117 million yuan, accounting for 10.84% of its market capitalization [1] Group 2 - As of June 30, the number of shareholders for Shengke Nano was 11,300, a decrease of 29.30% from the previous period, while the average circulating shares per person increased by 41.45% to 2,891 shares [2] - For the first half of 2025, Shengke Nano reported a revenue of 239 million yuan, representing a year-on-year growth of 29.03%, and a net profit attributable to shareholders of 33.37 million yuan, up 11.48% year-on-year [2] - Since its A-share listing, Shengke Nano has distributed a total of 60.09 million yuan in dividends [2]

Company Overview - Shengke Nano (Suzhou) Co., Ltd. specializes in semiconductor third-party testing and analysis, providing failure analysis, material analysis, and reliability analysis services for clients in the semiconductor industry [1] - The company was established on August 17, 2012, and is located in Suzhou Industrial Park, Jiangsu Province [1] Financial Performance - For the first half of 2025, Shengke Nano achieved operating revenue of 239 million yuan, representing a year-on-year growth of 29.03% [2] - The net profit attributable to the parent company was 33.37 million yuan, with a year-on-year increase of 11.48% [2] - The company's main business revenue composition includes failure analysis (FA) at 64.04%, material analysis (MA) at 33.17%, reliability analysis (RA) at 2.63%, and others at 0.16% [1] Stock Performance - As of September 11, the stock price of Shengke Nano increased by 2.02%, reaching 29.86 yuan per share, with a total market capitalization of 12.043 billion yuan [1] - Year-to-date, the stock price has risen by 9.33%, with a 3.39% increase over the last five trading days and a 30.73% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on July 1, where it recorded a net buy of -18.15 million yuan [1] Shareholder Information - As of June 30, the number of shareholders for Shengke Nano was 11,300, a decrease of 29.30% from the previous period [2] - The average number of circulating shares per shareholder increased by 41.45% to 2,891 shares [2] Dividend Information - Since its A-share listing, Shengke Nano has distributed a total of 60.09 million yuan in dividends [3]

Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 239 million yuan, a year-on-year increase of 29.03% [1] - The net profit attributable to shareholders was 33.37 million yuan, up 11.48% year-on-year, while the net profit after deducting non-recurring gains and losses was 31.52 million yuan, reflecting a 19.00% increase [1] - The company plans to distribute a cash dividend of 0.50 yuan per 10 shares, totaling 20.17 million yuan, which accounts for 60.43% of the net profit attributable to shareholders for the first half of 2025 [1] Group 2: Industry Context - The company primarily engages in third-party testing and analysis services for the semiconductor industry, providing failure analysis, material analysis, and reliability analysis [2] - The demand for semiconductor testing and analysis has been growing due to the rapid development of the global semiconductor industry and the increasing complexity of manufacturing processes [2] - The trend towards specialization in the semiconductor industry has led to the emergence of independent testing and analysis as a significant segment, benefiting the third-party testing and analysis sector [2] Group 3: Market Position - The company ranks among the top players in the domestic semiconductor third-party testing and analysis market, with a main business revenue of 415 million yuan in 2024, of which 364 million yuan comes from domestic sales [2] - In the failure analysis and material analysis market, the company is estimated to achieve domestic revenue of 353 million yuan in 2024, capturing approximately 7.44% of the market share [3] - The company has established a strong competitive position in the market, recognized for its diverse testing projects and precise diagnostic capabilities, making it one of the most influential third-party semiconductor testing and analysis laboratories in China [3]

Group 1 - The new stock market was active in June, with a total of 6 new stocks listed, and 33 stocks recorded positive growth in the last 6 months, accounting for 71.74% [11][12][14] - In the Sci-Tech Innovation Board, the newly listed stock "Ying Shi Innovation" saw a monthly decline of over -4%, while "Hai Bo Si Chuang" and "Sheng Ke Nano" recorded monthly increases of over 20% [14][17] - In the Growth Enterprise Market, "You You Green Energy" and "Xin Heng Hui" were newly listed, with "Hong Gong Technology" and "Xin Heng Hui" achieving monthly growth rates of over 50% and 40% respectively [24][26] Group 2 - The main board saw the listing of "Zhong Ce Rubber," "Hai Yang Technology," and "Hua Zhi Jie," with "Jiang Nan New Material" achieving a monthly growth of over 19%, while "Hai Yang Technology" recorded a decline of over -43% [29][32] - The first-day price-to-earnings ratio (PE) for the Sci-Tech Innovation Board in June was 51.55 times, up from 20.04 times in May, indicating an increase in valuation [17][26] - The first-day opening valuation for the main board in June was 28.90 times, down from 39.90 times in May, reflecting a decrease in valuation despite an increase in first-day growth [34][35] Group 3 - The near-term key new stocks include "Yi Tang Co.," which focuses on dry stripping equipment and rapid thermal processing equipment, and has received approval from the regulatory authority [42][44] - The market size for dry stripping equipment is projected to grow, with the global market expected to reach $950 million in 2022, indicating a strong demand in the semiconductor manufacturing sector [44][45] - The competitive landscape for dry stripping equipment is characterized by a few major players, with "Yi Tang Semiconductor" holding a market share of 34.60%, positioning it as a leading player in the industry [45][46]

Core Viewpoint - The article highlights the growth and innovative business model of Shengke Nano, a leading third-party semiconductor testing laboratory in Suzhou, which has adopted a "Labless" approach to meet the increasing demand for specialized testing services in the semiconductor industry [1][3]. Company Overview - Shengke Nano was established in 2004 in Singapore and became Southeast Asia's largest third-party chip testing laboratory by 2011. The company was founded in Suzhou in 2012 by Li Xiaomin, who identified a growing need for specialized testing as the domestic semiconductor industry advanced [4]. - The company has developed a unique "Labless" business model, similar to the "Fabless" model in semiconductor manufacturing, allowing semiconductor firms to outsource testing and analysis to specialized third-party laboratories [1][3]. Financial Performance - Shengke Nano's revenue has shown significant growth, with figures of approximately 168 million yuan in 2021, 287 million yuan in 2022, and 394 million yuan in 2023. Corresponding net profits were 27.5 million yuan, 65.6 million yuan, and 98.5 million yuan, respectively [2]. - The company currently possesses analysis instruments valued at around 800 million yuan and is actively expanding its production capacity through strategic partnerships with top global analysis instrument suppliers [2]. Market Trends - The "Labless" model is gaining traction in the semiconductor industry, driven by the increasing complexity of semiconductor technology and the rising costs associated with in-house laboratory setups [1][3]. - Shengke Nano aims to replicate the success of TSMC, which took nearly 40 years to become a leader in the chip foundry industry, by leveraging its "Labless" model to enhance the efficiency and performance of semiconductor research and development [3]. Future Outlook - Shengke Nano projects that its revenue for the first quarter of 2025 will reach between 110 million to 120 million yuan, representing a year-on-year growth of 26.78% to 38.31% [2]. - The company is positioned to play a crucial role in the ongoing advancement of the semiconductor industry, particularly as the demand for specialized testing services continues to rise [4].

Group 1 - The new stock market activity has decreased, with the first-day price increase of new stocks on the Sci-Tech Innovation Board declining, while the opening board valuation has increased [1][13][17] - In March, the Sci-Tech Innovation Board's Shengke Nano was listed, achieving a first-day price increase of 241.41% and an opening board valuation of 154.01 times [1][17] - The ChiNext Board saw the listing of Zhejiang Huaye, Zhejiang Huayuan, and Xidian shares, with some stocks experiencing significant declines [1][25] Group 2 - The new stock issuance PE ratio for the Sci-Tech Innovation Board increased to 42.64 times in March, compared to 23.30 times in January [19][36] - The ChiNext Board's new stock issuance PE ratio rose to 17.56 times in March, up from 17.14 times in February [26] - The main board's new stock issuance PE ratio increased to 18.17 times in March, compared to 18.88 times in February [36] Group 3 - The report highlights key newly listed stocks since January 2023, including Shengke Nano and Hongjing Optoelectronics, which are recommended for attention [49] - The report lists 19 companies that have received approval from the China Securities Regulatory Commission, including Weigao Blood Purification and Yitang Technology, which are considered promising [45][46] - The report provides a detailed overview of the market position and competitive landscape of Shengke Nano, emphasizing its leading status in the semiconductor testing and analysis industry [56][57]