10月20日，卓胜微盘中上涨2.01%，截至10:04，报74.98元/股，成交1.35亿元，换手率0.41%，总市值 401.10亿元。 截至9月30日，卓胜微股东户数7.94万，较上期减少2.08%；人均流通股5644股，较上期增加2.12%。 2025年1月-6月，卓胜微实现营业收入17.04亿元，同比减少25.42%；归母净利润-1.47亿元，同比减少 141.59%。 分红方面，卓胜微A股上市后累计派现8.84亿元。近三年，累计派现2.65亿元。 机构持仓方面，截止2025年6月30日，卓胜微十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股911.02万股，相比上期减少27.84万股。易方达创业板ETF（159915）位居第七大流通股东， 持股854.86万股，相比上期减少10.77万股。华泰柏瑞沪深300ETF（510300）位居第十大流通股东，持 股663.18万股，相比上期增加56.10万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入92.41万元，特大单买入201.29万元，占比1.49%，卖出0.00元，占比 0.00%；大单买入3027.90万元，占比22.36%， ...

Core Viewpoint - The stock of Zhaosheng Microelectronics has experienced a significant decline in 2023, with a year-to-date drop of 16.65% and a recent 5-day decline of 6.61% [1] Financial Performance - For the first half of 2025, Zhaosheng Microelectronics reported a revenue of 1.704 billion yuan, representing a year-on-year decrease of 25.42% [2] - The net profit attributable to the parent company for the same period was -147 million yuan, a year-on-year decrease of 141.59% [2] Stock and Market Activity - As of October 17, Zhaosheng Microelectronics' stock price was 74.68 yuan per share, with a market capitalization of 39.95 billion yuan [1] - The stock has seen a trading volume of 171 million yuan and a turnover rate of 0.51% on the same day [1] - The company has a total of 79,400 shareholders as of September 30, with a decrease of 2.08% from the previous period [2] Shareholder and Institutional Holdings - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 9.1102 million shares, a decrease of 278,400 shares from the previous period [3] - E Fund's ChiNext ETF and Huatai-PB's CSI 300 ETF are also among the top shareholders, with changes in their holdings noted [3] Business Overview - Zhaosheng Microelectronics, established on August 10, 2012, specializes in the research, development, production, and sales of radio frequency integrated circuits [1] - The company's main revenue sources include product sales (99.08%), with minor contributions from other services and royalties [1]

Core Insights - Guobo Electronics experienced a stock price increase of 2.24% on October 13, with a trading volume of 194 million yuan [1] - The company reported a financing net buy of -7.52 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of October 13, the total margin balance for Guobo Electronics reached 318 million yuan, reflecting a high level of financing activity [1] Financing Summary - On October 13, Guobo Electronics had a financing buy amount of 16.01 million yuan, with a current financing balance of 316 million yuan, representing 0.68% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing [1] - The company also had a short selling activity with 6,927 shares repaid and 3,899 shares sold on the same day, with a short selling balance of 183.25 million yuan, exceeding the 80th percentile of the past year [1] Business Performance - As of June 30, Guobo Electronics had 7,485 shareholders, an increase of 7.39% from the previous period, while the average circulating shares per person decreased by 6.88% [2] - For the first half of 2025, the company reported a revenue of 1.07 billion yuan, a year-on-year decrease of 17.82%, and a net profit attributable to shareholders of 201 million yuan, down 17.66% year-on-year [2] Dividend and Shareholding - Since its A-share listing, Guobo Electronics has distributed a total of 992 million yuan in dividends [3] - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Military Industry Safety Mixed A ranked fifth with 8.86 million shares, an increase of 3.94 million shares from the previous period [3] - Other notable shareholders include Changcheng Jiujia Innovation Growth Mixed A and Huaxia Shanghai Stock Exchange Science and Technology Innovation Board 50 ETF, with varying changes in their holdings [3]

Core Viewpoint - Guobo Electronics experienced a 5.09% decline in stock price on October 10, with a trading volume of 224 million yuan, indicating market volatility and investor sentiment [1] Financing Summary - On October 10, Guobo Electronics had a financing buy-in amount of 26.94 million yuan and a net financing buy of 10.33 million yuan, with a total financing balance of 326 million yuan, which is 0.72% of its market capitalization [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year [1] Short Selling Summary - On the same day, Guobo Electronics had no shares repaid in short selling, with 7,227 shares sold short, amounting to 547,500 yuan at the closing price [1] - The short selling balance is 2,670 shares, valued at 202,170 yuan, also exceeding the 90th percentile of the past year [1] Company Overview - Guobo Electronics, established on November 27, 2000, and listed on July 22, 2022, is located in Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu Province [1] - The company primarily engages in the research, production, and sales of active phased array T/R components and RF integrated circuits, with revenue composition: T/R components and RF modules 88.19%, RF chips 8.49%, other chips 2.04%, and others 1.28% [1] Financial Performance - For the first half of 2025, Guobo Electronics reported a revenue of 1.07 billion yuan, a year-on-year decrease of 17.82%, and a net profit attributable to shareholders of 201 million yuan, down 17.66% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 7.39% to 7,485, while the average circulating shares per person decreased by 6.88% to 35,467 shares [2] - The company has distributed a total of 999.2 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, notable changes include an increase in holdings by Huaxia Military Industry Safety Mixed A and Changcheng Jiujia Innovation Growth Mixed A [3]

Group 1 - The core point of the news is that Guobo Electronics has seen a stock price increase of 5.25%, reaching 77.78 CNY per share, with a total market capitalization of 46.358 billion CNY as of September 30 [1] - Guobo Electronics, established on November 27, 2000, primarily engages in the research, production, and sales of active phased array T/R components and RF integrated circuits, with 88.19% of its revenue coming from T/R components and RF modules [1] - The company is located in Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu Province, and was listed on July 22, 2022 [1] Group 2 - Changsheng Fund has a significant holding in Guobo Electronics, with its Changsheng Aerospace Marine Mixed A Fund (000535) reducing its stake by 33,400 shares in the second quarter, now holding 97,400 shares, which represents 3.28% of the fund's net value [2] - The fund has achieved a year-to-date return of 21.15% and a one-year return of 33.9%, ranking 4,464 out of 8,167 and 3,547 out of 8,010 in its category, respectively [2] - The fund manager, Wang Bingfang, has been in charge for 3 years and 72 days, with the fund's total asset size currently at 370 million CNY [3]

Core Viewpoint - The stock of Zhaosheng Microelectronics has shown fluctuations with a recent increase of 2.01%, while the company faces a significant decline in revenue and profit for the first half of 2025 [1][2]. Financial Performance - As of September 30, Zhaosheng Microelectronics' stock price is 82.61 CNY per share, with a market capitalization of 44.192 billion CNY [1]. - For the first half of 2025, the company reported a revenue of 1.704 billion CNY, a year-on-year decrease of 25.42%, and a net profit of -147 million CNY, a decline of 141.59% [2]. Shareholder Information - As of September 19, the number of shareholders increased to 81,100, with an average of 5,527 circulating shares per person, a decrease of 2.70% [2]. - The company has distributed a total of 884 million CNY in dividends since its A-share listing, with 265 million CNY distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 9.1102 million shares (a decrease of 278,400 shares), and E Fund's ChiNext ETF, holding 8.5486 million shares (a decrease of 107,700 shares) [3].

Core Viewpoint - The stock of Zhaosheng Microelectronics has shown fluctuations with a recent increase, but the company has faced a significant decline in revenue and profit in the first half of 2025 compared to the previous year [2][3]. Group 1: Stock Performance - On September 26, Zhaosheng Microelectronics' stock rose by 2.14%, reaching 83.93 CNY per share, with a trading volume of 1.89 billion CNY and a turnover rate of 0.51%, resulting in a total market capitalization of 448.98 billion CNY [1]. - Year-to-date, the stock price has decreased by 6.33%, but it has increased by 6.58% over the last five trading days, 1.38% over the last 20 days, and 18.56% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to June 2025, Zhaosheng Microelectronics reported a revenue of 1.704 billion CNY, representing a year-on-year decrease of 25.42%, and a net profit attributable to shareholders of -147 million CNY, a decline of 141.59% year-on-year [2]. - The company has distributed a total of 884 million CNY in dividends since its A-share listing, with 265 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders of Zhaosheng Microelectronics was 81,100, an increase of 2.77% from the previous period, with an average of 5,527 circulating shares per person, a decrease of 2.70% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.1102 million shares, a decrease of 278,400 shares from the previous period, while Huatai-PB CSI 300 ETF increased its holdings by 561,000 shares to 6.6318 million shares [3].

Core Insights - Guobo Electronics experienced a stock price increase of 5.06% on September 25, reaching 75.95 CNY per share, with a trading volume of 169 million CNY and a turnover rate of 0.38%, resulting in a total market capitalization of 45.267 billion CNY [1] Company Overview - Nanjing Guobo Electronics Co., Ltd. was established on November 27, 2000, and went public on July 22, 2022. The company is primarily engaged in the research, development, production, and sales of active phased array T/R components and RF integrated circuit-related products [1] - The revenue composition of the company includes T/R components and RF modules at 88.19%, RF chips at 8.49%, other chips at 2.04%, and other revenues at 1.28% [1] Fund Holdings - Longsheng Fund has a significant holding in Guobo Electronics, with the Longsheng Aerospace Marine Mixed A Fund (000535) reducing its position by 33,400 shares in the second quarter, now holding 97,400 shares, which represents 3.28% of the fund's net value, ranking as the ninth largest holding [2] - The Longsheng Aerospace Marine Mixed A Fund was established on March 11, 2014, with a current size of 159 million CNY. Year-to-date returns are 22.43%, ranking 4200 out of 8173 in its category, while the one-year return is 47.26%, ranking 3223 out of 8003 [2]

Core Viewpoint - The stock price of Zhaosheng Microelectronics has shown fluctuations, with a recent increase of 2.01% on September 22, 2023, despite a year-to-date decline of 10.34% [1][2]. Company Overview - Zhaosheng Microelectronics, established on August 10, 2012, and listed on June 18, 2019, is located in Wuxi, Jiangsu Province. The company specializes in the research, development, production, and sales of radio frequency integrated circuits [2]. - The main revenue sources for the company include product sales (99.08%), other income (0.49%), IP licensing and services (0.37%), and royalties (0.06%) [2]. Financial Performance - For the first half of 2025, Zhaosheng Microelectronics reported a revenue of 1.704 billion yuan, a year-on-year decrease of 25.42%. The net profit attributable to the parent company was -147 million yuan, reflecting a significant decline of 141.59% [2]. - Cumulatively, the company has distributed 884 million yuan in dividends since its A-share listing, with 265 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Zhaosheng Microelectronics was 78,900, a decrease of 5.02% from the previous period. The average number of circulating shares per person increased by 5.29% to 5,680 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [3].

Core Viewpoint - The stock of Zhaosheng Microelectronics has shown fluctuations with a recent increase, but the company has faced significant revenue and profit declines in the first half of 2025 [1][2]. Financial Performance - As of August 20, 2025, Zhaosheng Microelectronics reported a revenue of 1.704 billion yuan for the first half of 2025, a year-on-year decrease of 25.42% [2]. - The net profit attributable to shareholders for the same period was -147 million yuan, reflecting a year-on-year decrease of 141.59% [2]. - The company has cumulatively distributed 884 million yuan in dividends since its A-share listing, with 265 million yuan distributed over the past three years [3]. Stock Market Activity - On September 11, 2025, Zhaosheng Microelectronics' stock price increased by 2.00%, reaching 79.53 yuan per share, with a trading volume of 329 million yuan and a turnover rate of 0.94% [1]. - The company’s total market capitalization stood at 42.544 billion yuan [1]. - Year-to-date, the stock price has decreased by 11.24%, but it has seen a 4.91% increase over the last five trading days [1]. Shareholder Information - As of August 20, 2025, the number of shareholders for Zhaosheng Microelectronics was 85,200, a decrease of 0.67% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.67% to 5,263 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [3].