单片式湿法设备

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芯源微股价涨5.11%,浙商证券资管旗下1只基金重仓,持有2.03万股浮盈赚取15.45万元
Xin Lang Cai Jing· 2025-10-09 05:38
从基金十大重仓股角度 数据显示,浙商证券资管旗下1只基金重仓芯源微。浙商汇金转型驱动(001540)二季度减持2045股, 持有股数2.03万股,占基金净值比例为4.01%,位居第二大重仓股。根据测算,今日浮盈赚取约15.45万 元。 浙商汇金转型驱动(001540)成立日期2015年7月27日,最新规模5431.28万。今年以来收益11.36%,同 类排名5812/8238;近一年收益20.18%,同类排名4280/8082;成立以来收益7.8%。 10月9日,芯源微涨5.11%,截至发稿,报156.61元/股,成交10.37亿元,换手率3.37%,总市值315.77亿 元。 截至发稿,陈顾君累计任职时间5年264天,现任基金资产总规模2.04亿元,任职期间最佳基金回报 39.58%, 任职期间最差基金回报-7.57%。 资料显示,沈阳芯源微电子设备股份有限公司位于辽宁省沈阳市浑南区彩云路1号,成立日期2002年12 月17日,上市日期2019年12月16日,公司主营业务涉及半导体专用设备的研发、生产和销售。主营业务 收入构成为:光刻工序涂胶显影设备59.86%,单片式湿法设备36.76%,其他(补充)2. ...
芯源微股价涨5.11%,东财基金旗下1只基金重仓,持有4000股浮盈赚取3.04万元
Xin Lang Cai Jing· 2025-10-09 05:38
资料显示,沈阳芯源微电子设备股份有限公司位于辽宁省沈阳市浑南区彩云路1号,成立日期2002年12 月17日,上市日期2019年12月16日,公司主营业务涉及半导体专用设备的研发、生产和销售。主营业务 收入构成为:光刻工序涂胶显影设备59.86%,单片式湿法设备36.76%,其他(补充)2.51%,其它设备 0.86%。 截至发稿,冯杰波累计任职时间331天,现任基金资产总规模2.34亿元,任职期间最佳基金回报 86.25%, 任职期间最差基金回报-2.5%。 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,不构成个人投资建 议。 数据显示,东财基金旗下1只基金重仓芯源微。东财时代优选混合发起式A(017857)二季度持有股数 4000股,占基金净值比例为3.97%,位居第九大重仓股。根据测算,今日浮盈赚取约3.04万元。 责任编辑:小浪快报 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1037.17万。今年以来收益 43.1%,同类排名19 ...
芯源微涨2.03%,成交额1.46亿元,主力资金净流入573.53万元
Xin Lang Cai Jing· 2025-09-29 02:03
Core Viewpoint - The stock of ChipSource Microelectronics has shown significant growth this year, with a notable increase in both short-term and long-term trading periods, indicating strong market interest and potential investment opportunities [2]. Company Overview - ChipSource Microelectronics, established on December 17, 2002, and listed on December 16, 2019, is located in Shenyang, Liaoning Province. The company specializes in the research, production, and sales of semiconductor equipment [2]. - The main revenue sources for ChipSource Microelectronics are: 59.86% from photoresist coating and developing equipment, 36.76% from single-wafer wet processing equipment, 2.51% from other supplementary equipment, and 0.86% from other devices [2]. Stock Performance - As of September 29, the stock price increased by 68.81% year-to-date, with a 9.48% rise in the last five trading days, a 10.32% increase over the past 20 days, and a 30.43% increase over the last 60 days [2]. - The stock closed at 140.99 CNY per share, with a market capitalization of 28.427 billion CNY [1]. Financial Performance - For the first half of 2025, ChipSource Microelectronics reported a revenue of 709 million CNY, reflecting a year-on-year growth of 2.24%. However, the net profit attributable to shareholders was 15.9242 million CNY, showing a significant decline of 79.09% compared to the previous year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 22.36% to 13,800, while the average number of circulating shares per person increased by 29.00% to 14,549 shares [2]. - The company has distributed a total of 139 million CNY in dividends since its A-share listing, with 86.8945 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include: - Noan Growth Mixed A (320007) as the third-largest shareholder with 5.1626 million shares, a new entry - Yinhua Integrated Circuit Mixed A (013840) as the fourth-largest shareholder with 4.41 million shares, down by 135,300 shares - Harvest SSE STAR Chip ETF (588200) as the fifth-largest shareholder with 3.8169 million shares, up by 346,400 shares [3].
芯源微股价涨5.15%,浙商证券资管旗下1只基金重仓,持有2.03万股浮盈赚取13.44万元
Xin Lang Cai Jing· 2025-09-18 02:36
Group 1 - The core viewpoint of the news is the recent performance of ChipSource Microelectronics, which has seen a stock price increase of 5.15% on September 18, reaching 135.18 CNY per share, with a total market capitalization of 27.209 billion CNY [1] - ChipSource Microelectronics has experienced a cumulative stock price increase of 6.69% over the past three days, indicating positive market sentiment [1] - The company specializes in the research, production, and sales of semiconductor equipment, with its main revenue sources being photoresist coating and developing equipment (59.86%) and single-wafer wet processing equipment (36.76%) [1] Group 2 - According to data from fund holdings, Zheshang Securities Asset Management has a fund that heavily invests in ChipSource Microelectronics, specifically the Zheshang Huijin Transformation Driver fund, which has reduced its holdings by 2,045 shares but still holds 20,300 shares, making it the second-largest holding in the fund [2] - The Zheshang Huijin Transformation Driver fund has achieved a year-to-date return of 8.78% and a one-year return of 42.49%, ranking 6,076 out of 8,172 and 4,104 out of 7,980 respectively [2] - The fund manager, Chen Gujun, has been in charge for 5 years and 243 days, with the best fund return during his tenure being 36.95% [3]
芯源微股价涨5.15%,华商基金旗下1只基金重仓,持有27.45万股浮盈赚取181.74万元
Xin Lang Cai Jing· 2025-09-18 02:36
Group 1 - The stock price of Xinyuan Microelectronics has increased by 5.15% on September 18, reaching 135.18 CNY per share, with a trading volume of 594 million CNY and a turnover rate of 2.23%, resulting in a total market capitalization of 27.209 billion CNY [1] - Xinyuan Microelectronics has seen a cumulative increase of 6.69% over the past three days [1] - The company, established on December 17, 2002, specializes in the research, production, and sales of semiconductor equipment, with its main revenue sources being photoresist coating and developing equipment (59.86%), single-wafer wet processing equipment (36.76%), and other equipment [1] Group 2 - Huashang Fund has a significant holding in Xinyuan Microelectronics, with its Huashang LeXiang Internet Flexible Allocation Mixed A Fund (001959) reducing its stake by 80,600 shares in the second quarter, now holding 274,500 shares, which accounts for 3.67% of the fund's net value [2] - The fund has realized a floating profit of approximately 1.8174 million CNY today and 2.2128 million CNY during the three-day increase [2] - The Huashang LeXiang Internet Flexible Allocation Mixed A Fund was established on December 18, 2015, with a current scale of 612 million CNY and a year-to-date return of 35.73% [2]
芯源微跌2.01%,成交额5.54亿元,主力资金净流出634.12万元
Xin Lang Cai Jing· 2025-09-12 07:40
Core Viewpoint - The company, ChipSource Microelectronics, has experienced a decline in stock price and significant changes in shareholder structure, while its revenue growth has slowed and net profit has decreased sharply [1][2]. Financial Performance - As of June 30, 2025, ChipSource Microelectronics reported a revenue of 709 million yuan, representing a year-on-year growth of 2.24%. However, the net profit attributable to shareholders was 15.92 million yuan, reflecting a significant decrease of 79.09% compared to the previous period [2]. - The company's stock price has increased by 45.21% year-to-date, with a slight increase of 0.37% over the last five trading days and a 1.10% increase over the last 20 days [1]. Shareholder Structure - The number of shareholders decreased by 22.36% to 13,800 as of June 30, 2025, while the average number of circulating shares per person increased by 29.00% to 14,549 shares [2]. - Notable changes in institutional holdings include the entry of new shareholders such as Nuoan Growth Mixed A and Hong Kong Central Clearing Limited, while others like Yinhua Integrated Circuit Mixed A and Dongfang Artificial Intelligence Theme Mixed A have reduced their holdings [3]. Company Overview - ChipSource Microelectronics, established on December 17, 2002, and listed on December 16, 2019, specializes in the research, production, and sales of semiconductor equipment. Its main revenue sources include photoresist coating and developing equipment (59.86%) and single-wafer wet processing equipment (36.76%) [1]. - The company operates within the semiconductor equipment sector and is associated with concepts such as photolithography, Huawei HiSilicon, advanced packaging, and specialized innovation [1].
芯源微(688037):涂胶显影+清洗设备一体两翼发展,北方华创战略收购,大湿法平台化提速
Hua Yuan Zheng Quan· 2025-08-19 09:03
Investment Rating - The report maintains a "Buy" rating for the company [5][8]. Core Views - The company is a leading domestic player in wet processing equipment, focusing on providing comprehensive solutions for semiconductor front-end and back-end processes. It has optimized its product layout, forming a matrix that includes front-end coating and developing equipment, cleaning equipment, advanced packaging equipment, and other small-sized devices [5][10]. - The demand for semiconductor equipment continues to grow, driven by AI advancements and the push for domestic semiconductor independence. The global semiconductor equipment sales are expected to increase by 10% year-on-year, reaching $117.1 billion in 2024, with a forecast of $125.5 billion in 2025 [5][10]. - The acquisition of control by Northern Huachuang is expected to inject new growth momentum into the company, enhancing its R&D capabilities, supply chain management, and customer resource optimization [5][10]. Summary by Sections Company Overview - The company has established itself as a leader in wet processing equipment, with a comprehensive product range covering front-end and back-end processes. It has successfully developed various models of coating and developing machines, achieving coverage for wafer processing nodes of 28nm and above [5][10]. - The company has undergone four development phases, culminating in its current status as a domestic leader in wet processing equipment. The acquisition by Northern Huachuang has strengthened its market position [15][21]. Business Expansion and Financial Performance - The company has experienced rapid revenue growth, with sales increasing from 213 million yuan to 1.717 billion yuan from 2019 to 2023, reflecting a CAGR of 68%. The net profit has also grown significantly during this period [24][29]. - In 2024, the company achieved a revenue of 1.754 billion yuan, with a year-on-year growth of 2.13%. The net profit for the same year was 203 million yuan, showing a decline of 19.08% due to increased R&D investments [6][24]. Industry Insights - The semiconductor equipment market is characterized by strong demand for coating and cleaning equipment, with a significant push for domestic alternatives to foreign products. The domestic market for coating equipment is projected to reach 12.59 billion yuan in 2024, with a market share of only 14.24% for domestic manufacturers [5][10]. - The cleaning equipment market is currently dominated by foreign companies, with a domestic market size of 11.3 billion yuan and a localization rate of 35%. There is substantial room for growth in domestic substitution [5][10].
以吸收合并开创资源整合新局面 新规后首单“A吞A”案例出现
Xin Hua Wang· 2025-08-12 05:38
在政策暖风下,越来越多的科创板公司开始创新探索用足用好并购重组政策,实现外延式高质量发 展。一大批体现新质生产力方向、具有产业整合逻辑的上市公司并购重组案例已在科创板渐次落地。 中科曙光与海光信息的整合,将优化从芯片到软件、系统的产业布局,汇聚信息产业链上下游的优 质资源,全面发挥龙头企业引领带动作用,实现产业链的"强链补链延链"。当前,全球科技产业正处于 快速变革和重构期,此次两家公司的整合符合全球产业链延伸发展的大趋势,有望推动公司快速迈向更 高的发展台阶。 政策持续发力 吸收合并是本轮并购重组政策重点鼓励的方向之一。今年5月16日,修订后的《上市公司重大资产 重组管理办法》发布,明确了上市公司之间吸收合并的锁定期要求,并正式建立简易审核程序,将上市 公司之间吸收合并作为适用情形之一,进一步释放吸收合并交易潜力。 政策持续发力,市场各方交易活力被进一步激发,科创板上市公司并购重组迈入新阶段。据统计, 《关于深化科创板改革 服务科技创新和新质生产力发展的八条措施》("科创板八条")发布后,科创 板新增发布并购交易102单,已披露的交易金额合计超过260亿元。今年以来,科创板新增披露40单并购 交易,其中14 ...
国产半导体大厂暴雷!欠薪数月!
国芯网· 2025-06-25 13:50
Core Viewpoint - The article highlights the financial struggles and operational challenges faced by Nanjing Chip Origin Semiconductor, including unpaid wages and significant revenue decline in early 2024 [2][3][4]. Group 1: Company Overview - Nanjing Chip Origin Semiconductor was founded in 2015 by Lu Sheng, focusing on integrated circuit core intellectual property, chip design, and EDA tools [2]. - The company has a research team with experience from top firms like Marvell, Broadcom, Intel, and ZTE, specializing in chip design and cloud data centers [2]. Group 2: Financial Performance - In 2023, the company achieved a revenue of 1.717 billion yuan, a year-on-year increase of 23.98%, with a net profit of 251 million yuan, up 25.21% [3]. - The strong performance was driven by the sales of photolithography coating and developing equipment, which generated 1.066 billion yuan, a 40.8% increase, accounting for 63.48% of total revenue [3]. - However, in Q1 2024, the company reported a revenue decline of 15.27% and a net profit drop of 75.73%, indicating potential financial distress [3]. Group 3: Operational Challenges - Reports from employees indicate that the company has not paid wages for several months and has failed to distribute year-end bonuses for 2022 and 2023 [4]. - The company is facing a reduction in contract liabilities, suggesting a lack of order growth, with a reported 359 million yuan in contract liabilities by the end of Q3 2023 [3]. - In April 2024, the company engaged in equity pledge financing exceeding 200 million yuan, indicating possible cash flow issues [3].
新规后首单!688041、603019,拟合并重组!
证券时报· 2025-05-25 11:49
Core Viewpoint - The merger between Haiguang Information and Zhongke Shuguang represents a significant move in the domestic information industry, aiming to optimize the industrial layout from chips to software and systems, aligning with global trends in the technology sector [8][10]. Group 1: Merger Announcement - Haiguang Information and Zhongke Shuguang announced a stock swap merger, with Haiguang Information issuing A-shares to absorb Zhongke Shuguang, and both companies' A-shares will be suspended from trading starting May 26 [1][2]. - This transaction marks the first absorption merger following the revision of the "Major Asset Restructuring Management Measures" on May 16 [2]. Group 2: Industry Context - Zhongke Shuguang is a leading player in high-end computing, storage, and cloud computing, while Haiguang Information focuses on domestic architecture CPUs and core chip design [8]. - The integration is expected to enhance the synergy across the information industry chain, promoting a stronger and more complete industrial ecosystem [8]. Group 3: Policy Support - Recent policies encourage absorption mergers, with the "National Nine Articles" and "Science and Technology Innovation Board Eight Articles" supporting major companies in consolidating their industry chain [10]. - Since the release of the "Science and Technology Innovation Board Eight Articles," there have been 102 new merger transactions with a total disclosed amount exceeding 26 billion [10].