士兰微所属申万行业为：电子-半导体-分立器件。所属概念板块包括：LED、集成电路、半导体、柔性 电子、IGBT概念等。 截至6月30日，士兰微股东户数26.18万，较上期减少8.36%；人均流通股6355股，较上期增加9.12%。 2025年1月-6月，士兰微实现营业收入63.36亿元，同比增长20.14%；归母净利润2.65亿元，同比增长 1162.42%。 分红方面，士兰微A股上市后累计派现7.20亿元。近三年，累计派现2.08亿元。 机构持仓方面，截止2025年6月30日，士兰微十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股6513.53万股，相比上期增加2268.12万股。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股2075.66万股，相比上期增加174.19万股。华夏国证半导体芯片ETF（159995）位居第六大流 通股东，持股2067.34万股，相比上期增加41.01万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股1479.37万股，相比上期增加145.71万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第十大流通股 ...

Group 1 - The core point of the news is that Silan Microelectronics experienced a decline in stock price, closing at 30.23 CNY per share with a trading volume of 1.98 billion CNY and a market capitalization of 50.305 billion CNY [1] - Silan Microelectronics, established on September 25, 1997, and listed on March 11, 2003, is based in Hangzhou, Zhejiang Province, and its main business includes the design, manufacturing, and sales of electronic components and products [1] - The revenue composition of Silan Microelectronics is as follows: discrete devices account for 47.47%, integrated circuits for 40.37%, light-emitting diodes for 5.47%, and other products for 3.60% [1] Group 2 - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) is among the top ten circulating shareholders of Silan Microelectronics, having increased its holdings by 1.7419 million shares to a total of 20.7566 million shares, representing 1.25% of the circulating shares [2] - The estimated floating loss for Huatai-PB CSI 300 ETF today is approximately 33.2105 million CNY [2] - The Huatai-PB CSI 300 ETF was established on May 4, 2012, with a current scale of 374.704 billion CNY, and has achieved a year-to-date return of 17.41% [2]

Company Overview - Silan Microelectronics Co., Ltd. is located at Huanggu Mountain Road 4, Hangzhou, Zhejiang Province, established on September 25, 1997, and listed on March 11, 2003. The company specializes in the design, manufacturing, and sales of electronic components, electronic parts, and other electronic products, as well as the import and export of electromechanical products [1]. Financial Performance - As of June 30, 2025, Silan Microelectronics achieved a revenue of 6.336 billion yuan, representing a year-on-year growth of 20.14%. The net profit attributable to shareholders was 265 million yuan, showing a significant increase of 1162.42% [2]. - The company has distributed a total of 720 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3]. Stock Performance - On August 27, the stock price of Silan Microelectronics increased by 2.01%, reaching 32.94 yuan per share, with a trading volume of 3 billion yuan and a turnover rate of 5.58%. The total market capitalization is 54.815 billion yuan [1]. - Year-to-date, the stock price has risen by 26.79%, with a 16.60% increase over the last five trading days, a 26.94% increase over the last 20 days, and a 37.65% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Silan Microelectronics was 261,800, a decrease of 8.36% from the previous period. The average number of circulating shares per person increased by 9.12% to 6,355 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 65.1353 million shares, an increase of 22.6812 million shares from the previous period [3].

Core Viewpoint - Silan Microelectronics has shown significant stock performance and financial growth, indicating a positive outlook for the company in the semiconductor industry [1][2]. Financial Performance - As of March 31, 2025, Silan Microelectronics achieved a revenue of 3 billion yuan, representing a year-on-year growth of 21.70% [2]. - The net profit attributable to shareholders reached 149 million yuan, with a remarkable year-on-year increase of 1072.43% [2]. - The company has distributed a total of 720 million yuan in dividends since its A-share listing, with 208 million yuan distributed in the last three years [3]. Stock Market Activity - On August 22, the stock price of Silan Microelectronics rose by 2.07%, reaching 28.62 yuan per share, with a trading volume of 470 million yuan and a turnover rate of 0.99% [1]. - The company’s market capitalization stands at 47.626 billion yuan [1]. - Year-to-date, the stock price has increased by 10.16%, with notable gains of 4.15% over the last five trading days, 8.95% over the last twenty days, and 18.12% over the last sixty days [1]. Shareholder Structure - As of March 31, 2025, the number of shareholders decreased by 9.10% to 285,700, while the average number of circulating shares per person increased by 10.01% to 5,823 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 42.4541 million shares, an increase of 2.0967 million shares from the previous period [3].