11月20日，中微公司跌5.03%，截至发稿，报283.50元/股，成交28.76亿元，换手率1.59%，总市值 1775.12亿元。 资料显示，中微半导体设备(上海)股份有限公司位于上海市浦东新区金桥出口加工区(南区)泰华路188 号，成立日期2004年5月31日，上市日期2019年7月22日，公司主营业务涉及高端半导体设备的研发、生 产和销售。主营业务收入构成为：专用设备86.17%，备品备件12.84%，其他0.99%。 从基金十大重仓股角度 数据显示，苏新基金旗下1只基金重仓中微公司。苏新上证科创综指增强A（023937）三季度持有股数 1.09万股，占基金净值比例为2.1%，位居第四大重仓股。根据测算，今日浮亏损失约16.35万元。 苏新上证科创综指增强A（023937）成立日期2025年5月20日，最新规模8261.27万。成立以来收益 31.73%。 苏新上证科创综指增强A（023937）基金经理为林茂政。 截至发稿，林茂政累计任职时间326天，现任基金资产总规模5.35亿元，任职期间最佳基金回报 33.98%， 任职期间最差基金回报-0.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大 ...

Group 1 - The core point of the news is the performance and financial metrics of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw its stock price increase by 5.01% to 128.85 CNY per share, with a total market capitalization of 7.731 billion CNY [1] - The company specializes in the research, development, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the latest report, the trading volume for Jinhaitong was 1.26 million CNY, with a turnover rate of 2.39% [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has a significant position in Jinhaitong, specifically the Baoying New Rising Mixed A fund, which held 13,200 shares, accounting for 1.07% of the fund's net value [2] - The Baoying New Rising Mixed A fund has achieved a year-to-date return of 36.74% and a one-year return of 41.27%, ranking 2023/8149 and 1096/8053 respectively among its peers [2] - The fund manager, Cai Dan, has been in charge for 8 years and 96 days, with the fund's total asset size currently at 2.35 billion CNY, achieving a best return of 99.22% during the tenure [2]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongwei Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.28% to 292.56 CNY per share, with a total market capitalization of 183.185 billion CNY [1] - Zhongwei's main business involves the research, production, and sales of high-end semiconductor equipment, with a revenue composition of 86.17% from specialized equipment, 12.84% from spare parts, and 0.99% from other sources [1] - The company is located in the Pudong New Area of Shanghai and was established on May 31, 2004, with its listing date on July 22, 2019 [1] Group 2 - From the perspective of fund holdings, a fund under Zheshang Securities Asset Management has Zhongwei as a significant investment, holding 1,500 shares, which accounts for 4.9% of the fund's net value, making it the fifth-largest holding [2] - The Zheshang Dingying Event-Driven Mixed Fund (LOF) has achieved a year-to-date return of 22.94% and a one-year return of 19.22%, ranking 4054 out of 8150 and 4487 out of 8043 respectively [2] - The fund manager, Zhang Lei, has been in position for 236 days, with the fund's total asset size at 9.1569 million CNY and a best return of 13.99% during his tenure [2]

责任编辑：小浪快报 中微公司所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：沪自贸区、半导体设备、大 基金概念、中芯国际概念、先进封装等。 截至9月30日，中微公司股东户数6.08万，较上期增加29.52%；人均流通股10301股，较上期减少 22.79%。2025年1月-9月，中微公司实现营业收入80.63亿元，同比增长46.40%；归母净利润12.11亿元， 同比增长32.66%。 分红方面，中微公司A股上市后累计派现4.96亿元。 机构持仓方面，截止2025年9月30日，中微公司十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5589.39万股，相比上期减少157.80万股。易方达上证科创板50ETF（588080）位居第五大 流通股东，持股1494.54万股，相比上期减少316.89万股。华夏上证科创板50成份ETF（588000）位居第 六大流通股东，持股1463.36万股，相比上期减少908.74万股。嘉实上证科创板芯片ETF（588200）位居 第七大流通股东，持股993.70万股，相比上期减少43.50万股。华夏上证50ETF（510050）位居第八大流 通股东，持股 ...

Core Viewpoint - Jinhaitong Semiconductor Equipment Co., Ltd. experienced a 5.13% decline in stock price, closing at 131.20 CNY per share, with a total market capitalization of 7.872 billion CNY as of October 31 [1] Company Overview - Jinhaitong was established on December 24, 2012, and went public on March 3, 2023. The company specializes in the research, development, production, and sales of semiconductor chip testing equipment [1] - The revenue composition of Jinhaitong includes 86.69% from testing sorting machines, 12.43% from spare parts, and 0.88% from other sources [1] Shareholder Information - Guoshou Anbao Fund's Guoshou Anbao Smart Life Stock A (001672) entered the top ten circulating shareholders of Jinhaitong in the third quarter, holding 632,800 shares, which is 1.51% of the circulating shares. The estimated floating loss for today is approximately 4.4864 million CNY [2][4] - Guoshou Anbao Smart Life Stock A was established on September 1, 2015, with a latest scale of 2.21 billion CNY. Year-to-date returns are 40.47%, ranking 1189 out of 4216 in its category, while the one-year return is 49.72%, ranking 751 out of 3889 [2] Fund Management - The fund manager of Guoshou Anbao Smart Life Stock A is Zhang Qi, who has a cumulative tenure of 15 years and 120 days. The total asset scale of the fund is 2.773 billion CNY, with the best fund return during his tenure being 239.54% and the worst being -19.09% [3]

Core Insights - Zhongwei Company experienced a stock price increase of 2.08% on October 28, reaching 301.50 CNY per share, with a total market capitalization of 188.78 billion CNY [1] - The company has seen a significant stock price rise of 59.64% year-to-date, with a 50.70% increase over the past 60 days [1] Financial Performance - For the first half of 2025, Zhongwei Company reported a revenue of 4.961 billion CNY, representing a year-on-year growth of 43.88%, and a net profit of 706 million CNY, up 36.62% from the previous year [2] - The company has distributed a total of 496 million CNY in dividends since its A-share listing [2] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 46,900, with an average of 13,342 shares held per shareholder, a decrease of 2.15% [2] - Major institutional shareholders include Hong Kong Central Clearing Limited, which holds 57.4719 million shares, and several ETFs focused on technology and semiconductor sectors [3]

Group 1 - The core point of the news is the performance and financial metrics of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.34% to 141.58 CNY per share, with a total market capitalization of 8.495 billion CNY [1] - The company specializes in the research, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the report, the trading volume was 21 million CNY, with a turnover rate of 3.63% [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Jinhaitong, with its Southern Semiconductor Industry Stock Initiation A fund holding 39,900 shares, accounting for 4.97% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 60.42%, ranking 302 out of 4,219 in its category, and a one-year return of 72.75%, ranking 111 out of 3,877 [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 133 days, with the fund's total asset size at 5.844 billion CNY [3]

Core Insights - Nanchang Mining Machinery Group Co., Ltd. reported a revenue of 618 million yuan for Q3 2025, a year-on-year increase of 2.3%, while net profit decreased by 12.3% to 56.28 million yuan [1] - In Q3 alone, the company achieved a revenue of 234 million yuan, up 26.4% year-on-year, and net profit rose by 21.5% to 15.2 million yuan [1] Business Performance - The company has focused on enhancing after-market services, expanding mining operations, and accelerating overseas market development, leading to significant improvements in business performance [1] - After-market service orders increased by 27.03% year-on-year, while orders in the metal mining sector grew by 25.23% [2] - The proportion of metal mining equipment orders has significantly surpassed that of non-metal mining, indicating a favorable shift in business structure [2] After-Market Services - The after-market business, which includes parts sales and equipment maintenance services, has seen substantial growth, with a gross margin consistently above 40% [2][3] - The company has established a dedicated service team and a technical R&D department to enhance operational efficiency and customer satisfaction [3] International Expansion - The company has established subsidiaries in key overseas markets such as Malaysia, South Africa, Zimbabwe, Australia, and Singapore, and has set up a research center in Sweden [4] - The total contract signing amount for the first three quarters of 2025 increased by 4.06%, with international contracts rising by 38.71% [4] - The company is actively building an overseas warehousing, logistics, and service network to support its international business growth [4] Strategic Adjustments - The management has decided to forgo large integrated equipment projects, which typically have lower profit margins, to better ensure overall performance growth [4] - The company is advancing its "Digital Nanchang" initiative, integrating information technology, digitalization, and smart manufacturing to enhance market competitiveness [4]

Group 1 - The core point of the news is the performance of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw a decline of 5.02% in its stock price, reaching 132.32 CNY per share, with a total market capitalization of 7.939 billion CNY [1] - The company specializes in the research, development, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the latest report, the trading volume was 158 million CNY, with a turnover rate of 2.81% [1] Group 2 - From the perspective of fund holdings, Beixin Ruifeng Fund has one fund heavily invested in Jinhaitong, specifically the Beixin Ruifeng Quantitative Optimal Flexible Allocation Fund (007808), which held 2,000 shares, accounting for 1.51% of the fund's net value [2] - The fund has experienced a year-to-date return of 54.55%, ranking 576 out of 8,159 in its category, and a one-year return of 50.81%, ranking 691 out of 8,030 [2] - The fund manager, Cheng Min, has been in the position for over 7 years, with the fund's total asset size at 79.545 million CNY and a best return of 108.13% during the tenure [3]

Core Viewpoint - Zhongwei Company has shown significant stock performance with a year-to-date increase of 42.07% and a market capitalization of 168 billion yuan as of October 21 [1] Financial Performance - For the first half of 2025, Zhongwei Company reported revenue of 4.961 billion yuan, representing a year-on-year growth of 43.88%, and a net profit of 706 million yuan, up 36.62% from the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 496 million yuan [2] Stock Market Activity - As of October 21, Zhongwei Company's stock price was 268.31 yuan per share, with a trading volume of 653 million yuan and a turnover rate of 0.39% [1] - The company experienced a net inflow of 37.71 million yuan from main funds, with significant buying activity from large orders [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 46,900, with an average of 13,342 shares held per shareholder, a decrease of 2.15% [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified institutional interest [3]