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龙芯中科股价涨5.27%,华夏基金旗下1只基金位居十大流通股东,持有892.91万股浮盈赚取6821.82万元
Xin Lang Cai Jing· 2025-09-19 01:47
华夏上证科创板50成份ETF(588000)基金经理为荣膺、赵宗庭。 9月19日,龙芯中科涨5.27%,截至发稿,报152.64元/股,成交3.40亿元,换手率0.56%,总市值612.09 亿元。 资料显示,龙芯中科技术股份有限公司位于北京市海淀区中关村环保科技示范园区龙芯产业园2号楼, 成立日期2008年3月5日,上市日期2022年6月24日,公司主营业务涉及处理器及配套芯片的研制、销售 及服务。主营业务收入构成为:信息化类芯片47.09%,工控类芯片35.82%,解决方案17.09%。 从龙芯中科十大流通股东角度 数据显示,华夏基金旗下1只基金位居龙芯中科十大流通股东。华夏上证科创板50成份ETF(588000) 二季度减持10.99万股,持有股数892.91万股,占流通股的比例为2.23%。根据测算,今日浮盈赚取约 6821.82万元。 华夏上证科创板50成份ETF(588000)成立日期2020年9月28日,最新规模833.43亿。今年以来收益 39.02%,同类排名1073/4222;近一年收益113.99%,同类排名264/3805;成立以来收益0.69%。 截至发稿,荣膺累计任职时间9年321 ...
龙芯中科股价跌5.01%,华夏基金旗下1只基金位居十大流通股东,持有892.91万股浮亏损失6687.88万元
Xin Lang Cai Jing· 2025-09-17 02:52
华夏上证科创板50成份ETF(588000)基金经理为荣膺、赵宗庭。 截至发稿,荣膺累计任职时间9年319天,现任基金资产总规模1382.88亿元,任职期间最佳基金回报 129.49%, 任职期间最差基金回报-7.58%。 赵宗庭累计任职时间8年156天,现任基金资产总规模3891.48亿元,任职期间最佳基金回报114.28%, 任职期间最差基金回报-32.63%。 9月17日,龙芯中科跌5.01%,截至发稿,报142.10元/股,成交13.22亿元,换手率2.29%,总市值569.82 亿元。 资料显示,龙芯中科技术股份有限公司位于北京市海淀区中关村环保科技示范园区龙芯产业园2号楼, 成立日期2008年3月5日,上市日期2022年6月24日,公司主营业务涉及处理器及配套芯片的研制、销售 及服务。主营业务收入构成为:信息化类芯片47.09%,工控类芯片35.82%,解决方案17.09%。 从龙芯中科十大流通股东角度 数据显示,华夏基金旗下1只基金位居龙芯中科十大流通股东。华夏上证科创板50成份ETF(588000) 二季度减持10.99万股,持有股数892.91万股,占流通股的比例为2.23%。根据测算,今日 ...
龙芯中科股价跌5.08%,国联安基金旗下1只基金重仓,持有5.92万股浮亏损失40.27万元
Xin Lang Cai Jing· 2025-09-04 03:29
Core Viewpoint - Longxin Zhongke's stock price dropped by 5.08% to 127.00 CNY per share, with a total market capitalization of 50.93 billion CNY as of September 4 [1] Company Overview - Longxin Zhongke Technology Co., Ltd. was established on March 5, 2008, and went public on June 24, 2022. The company is located in the Zhongguancun Environmental Technology Demonstration Park in Haidian District, Beijing [1] - The main business involves the research, sales, and services of processors and supporting chips, with revenue composition as follows: 47.09% from information technology chips, 35.82% from industrial control chips, and 17.09% from solutions [1] Fund Holdings - Longxin Zhongke is a top ten holding in the Guolian An Fund's ETF, specifically the Guolian An Science and Technology Chip Design ETF (588780), which held 59,200 shares, accounting for 3.23% of the fund's net value [2] - The ETF has a current scale of 244 million CNY and has achieved a year-to-date return of 53.36%, ranking 223 out of 4222 in its category [2] Fund Manager Performance - The fund manager Huang Xin has a tenure of 15 years and 146 days, with a total asset scale of 42.05 billion CNY and a best fund return of 166.78% during his tenure [3] - Co-manager Zhang Zhenyuan has a tenure of 11 years and 277 days, managing assets of 40.82 billion CNY, with a best fund return of 272.86% during his tenure [3]
龙芯中科股价跌5.08%,华夏基金旗下1只基金位居十大流通股东,持有892.91万股浮亏损失6071.77万元
Xin Lang Cai Jing· 2025-09-04 03:29
Company Overview - Longxin Zhongke Technology Co., Ltd. is located in Haidian District, Beijing, and was established on March 5, 2008. The company went public on June 24, 2022. Its main business involves the research, sales, and services of processors and supporting chips [1]. Financial Performance - As of September 4, Longxin Zhongke's stock price decreased by 5.08%, reaching 127.00 CNY per share, with a trading volume of 588 million CNY and a turnover rate of 1.12%. The total market capitalization is 50.93 billion CNY [1]. - The company's main business revenue composition is as follows: information technology chips account for 47.09%, industrial control chips 35.82%, and solutions 17.09% [1]. Shareholder Information - Among the top ten circulating shareholders of Longxin Zhongke, a fund under Huaxia Fund holds a significant position. The Huaxia SSE Sci-Tech Innovation Board 50 ETF (588000) reduced its holdings by 109,900 shares in the second quarter, now holding 8.9291 million shares, which represents 2.23% of the circulating shares. The estimated floating loss today is approximately 60.72 million CNY [2]. - The Huaxia SSE Sci-Tech Innovation Board 50 ETF (588000) was established on September 28, 2020, with a current scale of 83.343 billion CNY. Year-to-date, it has achieved a return of 31.7%, ranking 1024 out of 4222 in its category. Over the past year, it has returned 94.08%, ranking 332 out of 3789, while it has incurred a loss of 4.61% since inception [2]. Fund Management - The fund manager of Huaxia SSE Sci-Tech Innovation Board 50 ETF (588000) is Rong Ying, who has been in the position for 9 years and 306 days, managing a total fund size of 138.288 billion CNY. During his tenure, the best fund return was 129.49%, while the worst was -7.58% [3]. - Another fund manager, Zhao Zongting, has served for 8 years and 143 days, overseeing a fund size of 389.148 billion CNY. His best fund return was 107.43%, with the worst being -32.63% during his tenure [3].
龙芯中科8月28日获融资买入2.63亿元,融资余额9.68亿元
Xin Lang Cai Jing· 2025-08-29 02:04
Summary of Key Points Core Viewpoint - Longxin Zhongke's stock price increased by 5.61% on August 28, with a trading volume of 2.167 billion yuan, indicating strong market interest and activity in the company's shares [1]. Financing and Margin Trading - On August 28, Longxin Zhongke had a financing buy-in amount of 263 million yuan, with a financing repayment of 265 million yuan, resulting in a net financing outflow of 2.0413 million yuan [1]. - As of August 28, the total margin trading balance for Longxin Zhongke was 971 million yuan, with the financing balance accounting for 1.61% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, on August 28, the company had 600 shares repaid and 900 shares sold, with a selling amount of 135,100 yuan, and a remaining short position of 17,300 shares, with a short balance of 2.5934 million yuan, also above the 50th percentile level over the past year [1]. Company Profile and Financial Performance - Longxin Zhongke Technology Co., Ltd. is located in Haidian District, Beijing, and was established on March 5, 2008, with its listing date on June 24, 2022. The company specializes in the research, sales, and services of processors and supporting chips [1]. - The main business revenue composition includes: 47.09% from information technology chips, 35.82% from industrial control chips, and 17.09% from solutions [1]. - As of June 30, 2025, the number of shareholders increased to 22,400, a rise of 22.32%, with an average of 17,892 circulating shares per person, an increase of 17.23% [2]. - For the first half of 2025, Longxin Zhongke reported operating revenue of 244 million yuan, a year-on-year increase of 10.90%, while the net profit attributable to shareholders was -294 million yuan, a decrease of 23.66% year-on-year [2].
行业点评报告:TI持续涨价,模拟拐点或现
ZHESHANG SECURITIES· 2025-08-10 08:10
Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Insights - TI is expected to initiate a new round of price increases in August, focusing on industrial control, automotive, and computing-related chip products, which may signal a turning point for the domestic analog sector as demand continues to recover [1][2][4] - The price increase by TI is anticipated to end the price war in the analog industry, allowing domestic analog companies to accelerate their market share growth [2][3] - The price hikes are primarily driven by industrial control and automotive products, with over 40% of industrial control products seeing price increases, benefiting platform-type analog companies [3][4] Summary by Sections - **Price Increase Impact**: TI's price increase is expected to alleviate price pressure in the analog sector, opening up upward potential for domestic companies as demand remains strong [4] - **Key Companies**: Notable companies in the sector include: - Naxin Micro: Leader in automotive-grade analog chips - Sirepu: Leader in industrial control analog chips - Shengbang Co.: Leader in platform-type analog chips - Jiewate: Leader in computing analog chips [5] - **Market Dynamics**: The report indicates that the domestic analog companies have been under pressure due to TI's price competition, but the current price adjustments may lead to improved profitability and market positioning [3][4]
天德钰:深耕细琢,研创笃行-20250430
China Post Securities· 2025-04-30 05:23
Investment Rating - The investment rating for the company is "Buy" [3][10]. Core Views - The company reported a significant increase in revenue and net profit for Q1 2025, with revenue reaching 554 million yuan, up 60.52% year-on-year, and net profit of 71 million yuan, up 116.96% year-on-year [1][2]. - The growth in electronic price tags and the introduction of new display driver products are key drivers for revenue expansion. The company's four-color electronic price tag technology has achieved an 80% market share in 2024, with further growth expected as market penetration increases [2]. - The company is increasing its R&D investment, which reached 47 million yuan in Q1 2025, a 23.06% increase year-on-year, representing 8.54% of revenue. This investment supports the development of new products and applications, including narrow bezel GIP architecture for electronic paper driver ICs [2]. Financial Forecasts and Key Metrics - Revenue projections for 2025, 2026, and 2027 are 3.00 billion yuan, 4.01 billion yuan, and 5.22 billion yuan, respectively, with net profits of 373 million yuan, 528 million yuan, and 725 million yuan [3][5]. - The company is expected to maintain strong growth rates, with revenue growth rates of 42.82% in 2025, 33.62% in 2026, and 30.06% in 2027 [5][9]. - Key financial ratios include a projected P/E ratio of 25.52 in 2025, decreasing to 13.15 by 2027, indicating improving valuation metrics over time [5][9].
天德钰(688252):深耕细琢,研创笃行
China Post Securities· 2025-04-30 04:12
Investment Rating - The report maintains a "Buy" rating for the company Tian De Yu (688252) [3] Core Insights - The company reported a revenue of 554 million yuan for Q1 2025, representing a year-on-year increase of 60.52%, and a net profit attributable to shareholders of 71 million yuan, up 116.96% year-on-year [2] - The gross margin for Q1 2025 was 24.46%, an increase of 4.89 percentage points year-on-year [2] - The company's four-color electronic price tag technology has achieved an 80% market share in 2024, with expectations for continued growth in 2025 as the penetration rate of electronic price tags increases [2] - The company is increasing its R&D investment, which reached 47 million yuan in Q1 2025, a 23.06% increase year-on-year, accounting for 8.54% of revenue [2] Financial Forecasts - The company is expected to achieve revenues of 3.0 billion yuan, 4.0 billion yuan, and 5.2 billion yuan in 2025, 2026, and 2027 respectively, with net profits of 373 million yuan, 528 million yuan, and 725 million yuan for the same years [3][5] - The projected growth rates for revenue are 42.82% in 2025, 33.62% in 2026, and 30.06% in 2027 [5] - The earnings per share (EPS) are forecasted to be 0.91 yuan, 1.29 yuan, and 1.77 yuan for 2025, 2026, and 2027 respectively [5]