1月13日，神工股份跌5%，截至发稿，报73.09元/股，成交1.66亿元，换手率1.32%，总市值124.48亿 元。 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 截至发稿，杨斯琪累计任职时间1年217天，现任基金资产总规模112.48亿元，任职期间最佳基金回报 73.59%， 任职期间最差基金回报-3.79%。 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，华夏基金旗下1只基金位居神工股份十大流通股东。华夏上证科创板半导体材料设备主题 ETF（588170）三季度新进十大流通股东，持有股数77.1万股，占流通股的比 ...

华夏上证科创板半导体材料设备主题ETF（588170）基金经理为杨斯琪。 截至发稿，杨斯琪累计任职时间1年212天，现任基金资产总规模112.48亿元，任职期间最佳基金回报 51.66%， 任职期间最差基金回报-3.79%。 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 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 从神工股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居神工股份十大流通股东。华夏上证科创板半导体材料设备主题 ETF（588170）三季度新进十大流通股东，持有股数77.1万股，占流通股的比例为0.45%。根据 ...

资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓神工股份。国投瑞银专精特新量化选股混合A（015842）三 季度持有股数3.09万股，占基金净值比例为1.48%，位居第二大重仓股。根据测算，今日浮盈赚取约 11.33万元。 12月24日，神工股份涨5.2%，截至发稿，报74.31元/股，成交5.09亿元，换手率4.19%，总市值126.55亿 元。 国投瑞银专精特新量化选股混合A（015842）基金经理为赵建。 截至发稿，赵建累计任职时间12年93天，现任基金资产总规模76.12亿元，任职期间最佳基金回报 172.91%， 任职期间最差基金回报-88.73%。 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 ...

12月23日，神工股份盘中上涨2.12%，截至10:56，报67.59元/股，成交3.38亿元，换手率3.00%，总市值 115.11亿元。 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 神工股份所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：单晶硅、中盘、存储概念、 融资融券、增持回购等。 截至9月30日，神工股份股东户数1.94万，较上期增加42.44%；人均流通股8785股，较上期减少 29.79%。2025年1月-9月，神工股份实现营业收入3.16亿元，同比增长47.59%；归母净利润7116.96万 元，同比增长158.93%。 资金流向方面，主力资金净流出2417.60万元，特大单买入936.46万元，占比2.77%，卖出2244.45万元， 占比6.65%；大单买 ...

"成立该基金，是公司落实外延式发展的诸多路径之一。该基金将结合公司的产业优势，重点关注围绕 晶圆制造需要的关键设备、零部件、材料等方向进行布局；基金的投资地域重点聚焦于中国境内，兼顾 布局全球及投资拥有先进技术、优质产能且有望引进国内的海外优秀标的公司。"神工股份表示，公司 已与管理人国泰君安创新投资及其他合伙人正式签署了合伙协议。截至目前，该基金已完成合伙协议的 签署、收到缴款通知并取得了武汉市江汉区行政审批局颁发的《营业执照》。 展望2025年第四季度以及2026年，神工股份认为当前半导体产业正在"换挡变速"。今年以来，全球科技 巨头对算力中心的单季度资本开支金额，已经从此前的300亿至400亿美元，大幅增加到800亿至1000亿 美元的历史新高，并叠加年底消费电子产业链备料出货需求，因此存储芯片产能出现结构性短缺；中国 本土存储芯片制造厂商发展迅猛，已经在前沿技术和市场份额两方面不断赶超海外竞争对手，改变了既 有的全球产业格局；此外，消费者端侧应用创新正在加速，有望为半导体周期上行带来最根本且持久的 市场驱动力。 公司大直径硅材料的制成品硅零部件，主要应用于存储芯片制造厂的刻蚀环节，开工率越高，使用量越 ...

Core Viewpoint - Shen Gong Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 176.36% but a recent decline of 9.59% over the past five trading days [2]. Group 1: Stock Performance - As of December 2, Shen Gong's stock price was 64.60 CNY per share, with a market capitalization of 11 billion CNY [1]. - The stock has seen a 29.46% increase over the past 20 days and a 73.10% increase over the past 60 days [2]. - The company has appeared on the trading leaderboard four times this year, with the most recent net buy of 13.20 million CNY on November 11 [2]. Group 2: Financial Performance - For the period from January to September 2025, Shen Gong reported revenue of 316 million CNY, representing a year-on-year growth of 47.59% [3]. - The net profit attributable to shareholders for the same period was approximately 71.17 million CNY, reflecting a year-on-year increase of 158.93% [3]. Group 3: Shareholder and Dividend Information - As of September 30, 2025, the number of shareholders increased by 42.44% to 19,400, while the average number of circulating shares per person decreased by 29.79% to 8,785 shares [3]. - Since its A-share listing, Shen Gong has distributed a total of 134 million CNY in dividends, with 28.71 million CNY distributed over the past three years [4]. - Notable institutional shareholders include the Guotai Zhenzheng Semiconductor Materials Equipment Theme ETF and the Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials Equipment Theme ETF, both of which are new entrants among the top ten circulating shareholders [4].

11月26日，神工股份跌5.02%，截至发稿，报67.86元/股，成交4.68亿元，换手率4.00%，总市值115.57 亿元。 责任编辑：小浪快报 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 从神工股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居神工股份十大流通股东。华夏上证科创板半导体材料设备主题 ETF（588170）三季度新进十大流通股东，持有股数77.1万股，占流通股的比例为0.45%。根据测算， 今日浮亏损失约276.8万元。 华夏上证科创板半导体材料设备主题ETF（588170）成立日期2025年3月24日，最新规模27.9亿。成立 以来收益33.86%。 华夏上证科创板半导体材料设备主题ETF（588170）基金经理为杨斯琪。 截至发稿，杨斯琪累计任职时间1年16 ...

Core Viewpoint - Shen Gong Co., Ltd. has shown significant stock performance with a year-to-date increase of 207.81%, indicating strong market interest and potential growth in the semiconductor materials sector [1][2]. Company Overview - Shen Gong Co., Ltd. was established on July 24, 2013, and went public on February 21, 2020. The company specializes in the research, production, and sales of semiconductor-grade monocrystalline silicon materials [2]. - The main revenue components are silicon components (53.86%) and large-diameter silicon materials (44.37%), with 16-inch and above accounting for 24.07% and below 16-inch for 20.30% [2]. Financial Performance - For the period from January to September 2025, Shen Gong Co., Ltd. achieved a revenue of 316 million yuan, representing a year-on-year growth of 47.59%. The net profit attributable to the parent company was 71.17 million yuan, showing a remarkable increase of 158.93% [2]. - The company has distributed a total of 134 million yuan in dividends since its A-share listing, with 28.70 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 42.44% to 19,400, with an average of 8,785 circulating shares per person, a decrease of 29.79% [2]. - Notable institutional shareholders include the Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF and the Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials Equipment Theme ETF, both of which are new entrants among the top ten circulating shareholders [3].

Core Viewpoint - Shen Gong Co., Ltd. experienced a 5% decline in stock price, trading at 71.25 yuan per share, with a total market capitalization of 12.134 billion yuan as of November 18 [1] Company Overview - Shen Gong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013, with its listing date on February 21, 2020 [1] - The company specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] - Revenue composition includes: silicon components (53.86%), large diameter silicon materials (44.37%), with 16-inch and above at 24.07%, 16-inch and below at 20.30%, semiconductor large-size silicon wafers at 1.44%, and others at 0.33% [1] Shareholder Information - The top circulating shareholder includes a fund under Guotai Fund, specifically the Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516), which entered the top ten circulating shareholders in Q3 with 1.0754 million shares, representing 0.63% of circulating shares [2] - The estimated floating loss for this fund today is approximately 4.0326 million yuan [2] - The fund was established on July 19, 2023, with a latest scale of 8.299 billion yuan, and has achieved a year-to-date return of 42.68% [2] Fund Manager Information - The fund manager of Guotai CSI Semiconductor Materials and Equipment Theme ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 313 days [3] - The total asset scale of the fund is 169.029 billion yuan, with the best fund return during the tenure being 265.64% and the worst being -46.54% [3]

Core Points - Shen Gong Co., Ltd. experienced a stock price increase of 5.06%, reaching 75.51 CNY per share, with a trading volume of 626 million CNY and a turnover rate of 5.03%, resulting in a total market capitalization of 12.86 billion CNY [1] - The company, established on July 24, 2013, and listed on February 21, 2020, specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] Business Overview - The main revenue composition of Shen Gong Co., Ltd. includes silicon components at 53.86% and large diameter silicon materials at 44.37%, with specific breakdowns of over 16 inches at 24.07% and under 16 inches at 20.30%, while semiconductor large-size silicon wafers account for 1.44% and others for 0.33% [1] Shareholder Information - Among the top ten circulating shareholders, a fund under Huaxia Fund has entered the list, specifically the Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170), which acquired 771,000 shares, representing 0.45% of circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board ETF has a current scale of 2.79 billion CNY and has achieved a return of 45.77% since its inception on March 24, 2025 [2] - The fund manager, Yang Siqi, has been in the position for 1 year and 156 days, overseeing a total fund asset scale of 11.54 billion CNY, with the best fund return during the tenure being 51.66% and the worst being -3.79% [2]