大成中证360互联网+指数A（002236）基金经理为夏高。 11月26日，盛景微跌5.01%，截至发稿，报39.42元/股，成交3.63亿元，换手率13.79%，总市值39.68亿 元。 资料显示，无锡盛景微电子股份有限公司位于江苏省无锡市新吴区景贤路6号中国物联网国际创新园 H7，成立日期2016年4月8日，上市日期2024年1月24日，公司主营业务涉及公司是一家具备高性能、超 低功耗芯片设计能力的电子器件提供商。主营业务收入构成为：电子控制模块80.16%，放大器7.24%， 其他5.03%，其他(补充)3.91%，起爆控制器3.66%。 从盛景微十大流通股东角度 数据显示，大成基金旗下1只基金位居盛景微十大流通股东。大成中证360互联网+指数A（002236）三 季度减持1.22万股，持有股数40.55万股，占流通股的比例为0.64%。根据测算，今日浮亏损失约84.34万 元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模7.88亿。今年以来收益 39.52%，同类排名688/4206；近一年收益40.8%，同类排名613/3986；成立以来收益229.06%。 截 ...

Company Overview - Shengjing Microelectronics Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on April 8, 2016. The company specializes in high-performance, ultra-low power chip design [1] - The company is set to be listed on January 24, 2024, with a current stock price of 40.95 CNY per share and a total market capitalization of 4.122 billion CNY [1] Business Performance - The main revenue composition of Shengjing Microelectronics includes: electronic control modules (80.16%), amplifiers (7.24%), and other products (12.60% combined) [1] - The stock has experienced a decline of 5.54% over the last three days, with a trading volume of 82.643 million CNY and a turnover rate of 3.12% [1] Shareholder Information - The largest circulating shareholder is a fund under Dacheng Fund, specifically Dacheng CSI 360 Internet + Index A (002236), which reduced its holdings by 12,200 shares in the third quarter, now holding 405,500 shares, representing 0.64% of circulating shares [2] - The fund has incurred a floating loss of approximately 275,700 CNY today and a total floating loss of 973,100 CNY over the past three days [2] Fund Performance - Dacheng CSI 360 Internet + Index A has a total asset size of 788 million CNY and has achieved a year-to-date return of 38.69%, ranking 911 out of 4,208 in its category [2] - The fund manager, Xia Gao, has been in position for 10 years and 353 days, with the best fund return during this period being 233.78% [3]

Ultralife (NasdaqGM:ULBI) Q3 2025 Earnings Call November 18, 2025 08:30 AM ET Company ParticipantsPhilip Fain - CFOJody Burfening - Head of Investor RelationsMike Manna - President and CEOOperatorGood day, and thank you for standing by. Welcome to the Ultralife Corporation Third Quarter 2025 results call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 ...

Group 1 - The core viewpoint of the news is that Shengjing Microelectronics has shown a slight increase in stock price, with a current trading price of 42.20 yuan per share and a total market capitalization of 4.248 billion yuan [1] - Shengjing Microelectronics, established on April 8, 2016, is located in Wuxi, Jiangsu Province, and specializes in high-performance, ultra-low power chip design [1] - The company's main business revenue composition includes electronic control modules (80.16%), amplifiers (7.24%), and other products [1] Group 2 - Among the top circulating shareholders of Shengjing Microelectronics, a fund under Dacheng Fund has reduced its holdings by 12,200 shares, now holding 405,500 shares, which represents 0.64% of the circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund has achieved a year-to-date return of 40% and a one-year return of 42.26% [2] - The fund manager, Xia Gao, has a tenure of nearly 11 years, with the best fund return during this period being 230.2% [3]

（编辑 姚尧） 证券日报网讯 振华风光11月14日在互动平台回答投资者提问时表示，公司始终高度重视研发创新，持 续加大投入以推动技术进步和产品升级。公司结合市场需求，新增了多款新品，涵盖放大器、磁编码芯 片、旋变解码驱动等多个领域。在商业化应用方面，部分新品已通过用户试用，并逐步形成供货。公司 将继续遵循市场导向，积极推进新技术的产业化进程。 ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $66.7 million, a 19% increase from $56.1 million in Q3 2024 and an 8% increase from Q2 2025 [11] - Aerospace and defense revenue reached a record $45.6 million, up 50% year over year and 12% sequentially [11] - Gross margin for the quarter was 31.1%, compared to 22.4% in Q3 2023 and 29.9% in Q2 2025 [13] - Adjusted EBITDA for Q3 was $7.1 million, compared to a loss of approximately $1 million in the same quarter last year [17] Business Line Data and Key Metrics Changes - Aerospace and defense products revenue grew 71% year over year, driven by record sales [11] - Development revenue was $19.1 million, a 28% year-over-year increase, but down 8% sequentially due to the completion of smaller programs [12] - Commercial revenue was $21.2 million, down 18% year over year but slightly up compared to the previous quarter [12] Market Data and Key Metrics Changes - The company is focused on two key markets in aerospace and defense: directed energy and laser sensing, both of which outperformed expectations [5] - A new $50 million contract was signed for a long-running missile program incorporating laser sensing products [9] Company Strategy and Development Direction - The company is well-positioned to benefit from U.S. government initiatives, particularly in directed energy programs [8] - The HELSI-2 program, a $171 million contract, is expected to contribute significantly to revenue growth through 2026 [5] - The company is transitioning its latest generation of amplifier products into advanced production to optimize manufacturing for higher volumes [6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of aerospace and defense revenue, expecting it to exceed prior growth outlooks of at least 40% year over year [18] - The company anticipates new contracts in directed energy programs in the coming quarters [7] - Management noted that while the commercial business is expected to decline in 2026, there is stabilization in microfabrication markets [48] Other Important Information - GAAP net loss for Q3 was $6.9 million, an improvement from a loss of $10.3 million in Q3 2024 [16] - The company ended Q3 with total cash and investments of $116 million and generated $5.2 million in cash flow from operations [17] Q&A Session Summary Question: Is there a chance that the HELSI-2 completion date has changed? - Management confirmed that they are on track for the 2026 completion date [21] Question: Can you provide more color on the product gross margins? - Management indicated that gross margin fluctuations are influenced by freight costs and product mix, but they are pleased with the overall expansion [24] Question: How much incremental margin benefit is expected from the HELSI-2 contract? - Management explained that the HELSI-2 contract is a cost-plus type and revenue recognition will not be linear [32] Question: What is driving growth in advanced development? - Management noted that advanced development includes various programs, and while not all will become programs of record, they are well-positioned for future opportunities [36] Question: What is the status of the laser sensing contracts? - Management confirmed that both confidential laser sensing programs are progressing and support the overall business outlook [67]

Core Insights - The stock of Shengjing Microelectronics has increased by 2.24% on November 6, reaching a price of 42.48 CNY per share, with a total market capitalization of 4.276 billion CNY [1] - The company has seen a year-to-date stock price increase of 13.92%, with a recent five-day increase of 1.38% and a 60-day increase of 6.49% [1] - Shengjing Microelectronics operates in the semiconductor industry, focusing on high-performance, ultra-low power chip design [2] Financial Performance - For the period from January to September 2025, Shengjing Microelectronics reported a revenue of 346 million CNY, reflecting a year-on-year growth of 0.68%, and a net profit attributable to shareholders of 19.25 million CNY, up by 1.20% [2] - The company has distributed a total of 50.33 million CNY in dividends since its A-share listing [3] Shareholder Information - As of October 31, 2025, the number of shareholders for Shengjing Microelectronics is 13,500, a decrease of 13.32% from the previous period, with an average of 4,726 circulating shares per shareholder, an increase of 15.36% [2] - The top ten circulating shareholders include notable funds, with Dazhong Zhongzheng 360 Internet + Index A being the seventh largest shareholder, holding 405,500 shares, a decrease of 12,200 shares from the previous period [3]

Core Viewpoint - The company, Shengjing Microelectronics, is experiencing fluctuations in stock performance and financing activities, indicating a high level of investor interest and potential growth opportunities in the semiconductor sector [1][2]. Group 1: Stock Performance - On October 29, Shengjing Microelectronics' stock price decreased by 1.72%, with a trading volume of 115 million yuan [1]. - The financing buy-in amount for the day was 13.72 million yuan, while the financing repayment was 10.28 million yuan, resulting in a net financing buy-in of 3.45 million yuan [1]. - As of October 29, the total financing and securities lending balance was 123 million yuan, representing 4.49% of the circulating market value, which is above the 90th percentile level over the past year [1]. Group 2: Shareholder and Financial Data - As of October 20, the number of shareholders for Shengjing Microelectronics reached 15,600, an increase of 3.63% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.50% to 4,097 shares [2]. - For the period from January to September 2025, the company reported a revenue of 346 million yuan, reflecting a year-on-year growth of 0.68%, and a net profit attributable to shareholders of 19.25 million yuan, up by 1.20% [2]. Group 3: Business Overview - Shengjing Microelectronics, established on April 8, 2016, is located in Wuxi, Jiangsu Province, and specializes in high-performance, ultra-low power chip design [1]. - The company's main revenue sources include electronic control modules (80.16%), amplifiers (7.24%), and other products [1]. - Cumulatively, the company has distributed 50.33 million yuan in dividends since its A-share listing [2].

Group 1 - The core viewpoint of the news is that Shengjing Microelectronics has shown a slight increase in stock price, with a current trading price of 42.66 yuan per share and a total market capitalization of 4.294 billion yuan [1] - Shengjing Microelectronics, established on April 8, 2016, is located in Wuxi, Jiangsu Province, and specializes in high-performance, ultra-low power chip design [1] - The company's main business revenue composition includes: electronic control modules (80.16%), amplifiers (7.24%), and other categories [1] Group 2 - Among the top circulating shareholders of Shengjing Microelectronics, a fund under Dacheng Fund ranks as a significant holder, with 417,700 shares, representing 0.77% of circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund has achieved a year-to-date return of 31.72% and a one-year return of 47.33% [2] - The fund manager, Xia Gao, has a tenure of over 10 years, with the fund's best return during this period being 204.96% [3]

Group 1 - The core viewpoint of the news is that Shengjing Microelectronics has shown a slight increase in stock price, reaching 42.66 yuan per share, with a total market capitalization of 4.294 billion yuan as of October 21 [1] - Shengjing Microelectronics, established on April 8, 2016, is located in Wuxi, Jiangsu Province, and specializes in high-performance, ultra-low power chip design [1] - The company's main business revenue composition includes: electronic control modules (80.16%), amplifiers (7.24%), and other categories [1] Group 2 - Among the top circulating shareholders of Shengjing Microelectronics, CITIC Prudential Fund's multi-strategy mixed fund (LOF) A has entered the top ten, holding 660,600 shares, which is 1.22% of the circulating shares [2] - The fund has achieved a year-to-date return of 38.95% and a one-year return of 49.06%, ranking 1472 out of 8162 and 703 out of 8024 respectively [2] Group 3 - The fund manager of CITIC Prudential Multi-Strategy Mixed Fund (LOF) A is Wang Ying, who has been in the position for 8 years and 250 days, with a total fund asset scale of 6.176 billion yuan [3] - During Wang Ying's tenure, the best fund return was 50.82%, while the worst was -8.42% [3]