深科技所属申万行业为：电子-消费电子-消费电子零部件及组装。 截至9月10日，深科技股东户数16.22万，较上期减少6.53%；人均流通股9663股，较上期增加6.98%。 2025年1月-6月，深科技实现营业收入77.40亿元，同比增长9.71%；归母净利润4.52亿元，同比增长 25.39%。 分红方面，深科技A股上市后累计派现39.58亿元。近三年，累计派现7.02亿元。 今年以来深科技已经1次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入1.92亿元；买 入总计5.20亿元 ，占总成交额比15.90%；卖出总计3.28亿元 ，占总成交额比10.03%。 资料显示，深圳长城开发科技股份有限公司位于广东省深圳市福田区彩田路7006号，成立日期1985年7 月4日，上市日期1994年2月2日，公司主营业务涉及硬盘磁头、电子产品先进制造、计量系统、支付终 端产品、数字家庭产品及LED的研发生产。主营业务收入构成为：高端制造50.52%，存储半导体业务 27.13%，计量智能终端21.70%，其他(补充)0.66%。 9月26日，深科技盘中上涨2.13%，截至09:43，报25.38元/股，成交7 ...

Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has shown significant growth in recent months, with a notable increase in both stock price and trading volume, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the first half of 2025, Shenzhen Technology reported a revenue of 7.74 billion yuan, representing a year-on-year growth of 9.71% [2]. - The net profit attributable to shareholders for the same period was 452 million yuan, reflecting a year-on-year increase of 25.39% [2]. Stock Market Activity - As of September 18, the stock price of Shenzhen Technology reached 22.18 yuan per share, with a market capitalization of 34.76 billion yuan [1]. - The stock has appreciated by 17.54% year-to-date, with a 6.79% increase over the last five trading days [1]. Shareholder Information - The number of shareholders decreased to 162,200, a reduction of 6.53% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.98% to 9,663 shares [2]. Dividend Distribution - Since its A-share listing, Shenzhen Technology has distributed a total of 3.96 billion yuan in dividends, with 702 million yuan distributed over the past three years [3]. Major Shareholders - As of June 30, 2025, the top circulating shareholder is the Southern CSI 500 ETF, holding 16.17 million shares, an increase of 4.12 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the fourth largest shareholder, holding 12.99 million shares, which is an increase of 3.21 million shares [3].

Group 1 - The core point of the news is that Shenzhen Technology Co., Ltd. (深科技) experienced a stock price increase of 5.01%, reaching 20.75 CNY per share, with a trading volume of 1.724 billion CNY and a turnover rate of 5.39%, resulting in a total market capitalization of 32.521 billion CNY [1] - Shenzhen Technology's main business includes the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LEDs. The revenue composition is as follows: high-end manufacturing 50.52%, storage semiconductor business 27.13%, metering smart terminals 21.70%, and others 0.66% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Shenzhen Technology. The Dongfang Quantitative Multi-Strategy Mixed A Fund (东方量化多策略混合A) held 9,000 shares in the second quarter, unchanged from the previous period, accounting for 0.58% of the fund's net value, ranking as the third-largest holding. The estimated floating profit today is approximately 8,910 CNY [2] - The Dongfang Quantitative Multi-Strategy Mixed A Fund was established on February 22, 2019, with a current scale of 24.2106 million CNY. Year-to-date returns are 26.71%, ranking 2,659 out of 8,175 in its category; the one-year return is 60.65%, ranking 1,835 out of 7,982; and since inception, it has a loss of 6.85% [2]

Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has shown positive performance with a year-to-date increase of 6.84% and a recent rise of 2.02% on September 11, 2023, indicating strong market interest and potential growth in the electronic manufacturing sector [1][2]. Financial Performance - For the first half of 2025, Shenzhen Technology reported a revenue of 7.74 billion yuan, reflecting a year-on-year growth of 9.71%, while the net profit attributable to shareholders was 452 million yuan, up 25.39% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 3.96 billion yuan in dividends, with 702 million yuan distributed over the last three years [3]. Shareholder Information - As of August 30, 2025, the number of shareholders for Shenzhen Technology reached 173,500, an increase of 0.27% from the previous period, with an average of 9,032 circulating shares per shareholder, which is a decrease of 0.27% [2]. - The top ten circulating shareholders include significant institutional investors, with the Southern CSI 500 ETF holding 16.17 million shares, an increase of 4.12 million shares from the previous period [3]. Business Overview - Shenzhen Technology, established on July 4, 1985, and listed on February 2, 1994, operates in the electronic manufacturing sector, focusing on high-end manufacturing (50.52% of revenue), storage semiconductors (27.13%), and intelligent metering terminals (21.70%) [1]. - The company is categorized under the electronic industry, specifically in consumer electronics and components, and is involved in various concept sectors including blockchain, drones, and advanced packaging [1].

Group 1 - The company has integrated externally sourced eSIM technology into some of its payment terminal products, primarily for device connectivity [2] - The main business areas of the company include payment services, digital scene services, electronic payment terminal business, cross-border payment, and artificial intelligence [2] - The inquiry about eSIM technology application was made by an investor on the investor interaction platform [2]

Core Viewpoint - The company, New Guodu (300130.SZ), is actively involved in various sectors including payment services, digital scene services, electronic payment terminals, cross-border payments, and artificial intelligence [1] Group 1 - The company's main business areas encompass payment services and digital scene services [1] - The electronic payment terminal business is a significant part of the company's operations [1] - The company integrates externally sourced eSIM technology into some of its payment terminal products, primarily for device connectivity [1]

Core Viewpoint - The company is actively responding to the national financial security strategy by developing a domestic platform for financial payment terminal software and hardware, as well as contributing to the OpenHarmony community ecosystem [1] Group 1: Company Initiatives - The company has signed a cooperation agreement for enabling the OpenHarmony ecosystem through its wholly-owned subsidiary, New Guodu Payment [1] - The company is a member of the OpenHarmony Financial Payment Special Committee and has several products that have passed the compatibility certification for the OpenHarmony ecosystem [1] Group 2: Compliance and Disclosure - The company strictly adheres to relevant laws, regulations, and disclosure rules, committing to timely information disclosure for any cooperative matters that meet disclosure standards [1] - Currently, the impact of this business on the company's overall operating performance is minimal [1]