Core Insights - Chengdu Huamei's stock price increased by 8.27% on October 15, with a trading volume of 946 million yuan [1] - The company reported a financing net purchase of 20.29 million yuan on the same day, indicating strong investor interest [1] - As of October 15, the total financing and securities lending balance reached 501 million yuan, reflecting a high level of market activity [1] Financing Summary - On October 15, Chengdu Huamei had a financing purchase of 119 million yuan, with a current financing balance of 499 million yuan, accounting for 4.50% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] - The company repaid 13,000 shares in securities lending and sold 12,600 shares, with a selling amount of approximately 639,800 yuan [1] Business Performance - As of June 30, the number of shareholders decreased by 2.53% to 13,100, while the average circulating shares per person increased by 2.60% to 16,617 shares [2] - For the first half of 2025, Chengdu Huamei achieved a revenue of 355 million yuan, representing a year-on-year growth of 26.93%, but the net profit attributable to shareholders decreased by 51.26% to 35.72 million yuan [2] Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders included notable institutional investors, with Huaxia Industry Prosperity Mixed A Fund increasing its holdings by 932,900 shares to 5.92 million shares [3] - The Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF also increased its holdings by 2.74 million shares to 4.53 million shares [3] - Guolian An Zhongzheng All Index Semiconductor Products and Equipment ETF joined as a new shareholder with 2.02 million shares [3]

Core Insights - Chengdu Huamei's stock price increased by 2.11% on October 15, reaching 48.01 CNY per share, with a total market capitalization of 30.575 billion CNY [1] - The company has seen a year-to-date stock price increase of 55.57%, with a recent 60-day increase of 54.08% [1] - Chengdu Huamei's main business focuses on integrated circuit research, design, testing, and sales, with a revenue composition of 50.03% from digital integrated circuits and 43.20% from analog integrated circuits [1] Financial Performance - For the first half of 2025, Chengdu Huamei reported revenue of 355 million CNY, a year-on-year increase of 26.93%, while net profit attributable to shareholders decreased by 51.26% to 35.72 million CNY [2] - The company has distributed a total of 84.0638 million CNY in dividends since its A-share listing [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.53% to 13,100, with an average of 16,617 circulating shares per person, an increase of 2.60% [2] - Notable institutional shareholders include Huaxia Industry Prosperity Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with both increasing their holdings [3]

9月29日，成都华微涨0.24%，成交额3.03亿元。两融数据显示，当日成都华微获融资买入额3387.43万 元，融资偿还4761.12万元，融资净买入-1373.68万元。截至9月29日，成都华微融资融券余额合计4.92 亿元。 分红方面，成都华微A股上市后累计派现8406.38万元。 机构持仓方面，截止2025年6月30日，成都华微十大流通股东中，华夏行业景气混合A（003567）位居 第七大流通股东，持股592.45万股，相比上期增加93.29万股。嘉实上证科创板芯片ETF（588200）位居 第八大流通股东，持股452.79万股，相比上期增加273.70万股。国联安中证全指半导体产品与设备ETF 联接A（007300）位居第十大流通股东，持股202.31万股，为新进股东。 融券方面，成都华微9月29日融券偿还1697.00股，融券卖出1100.00股，按当日收盘价计算，卖出金额 5.12万元；融券余量1.45万股，融券余额67.22万元，超过近一年80%分位水平，处于高位。 资料显示，成都华微电子科技股份有限公司位于四川省成都市高新区益州大道中段1800号1栋,成都市双 流区双华路288号，成立日期2 ...

Core Viewpoint - Chengdu Huamei experienced a stock price increase of 4.88% on September 24, with a trading volume of 654 million yuan, indicating strong market interest and activity [1]. Financing Summary - On September 24, Chengdu Huamei had a financing buy-in amount of 76.64 million yuan, with a net financing outflow of 17.03 million yuan, resulting in a total financing and securities balance of 510 million yuan [1]. - The current financing balance of 509 million yuan accounts for 4.82% 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, 3,941 shares were repaid, while 1,295 shares were sold, with a selling amount of 62,900 yuan, and the securities lending balance was 954,500 yuan, also above the 90th percentile level over the past year [1]. Business Performance - As of June 30, Chengdu Huamei reported a total of 13,100 shareholders, a decrease of 2.53% from the previous period, with an average of 16,617 circulating shares per shareholder, an increase of 2.60% [2]. - For the first half of 2025, the company achieved operating revenue of 355 million yuan, representing a year-on-year growth of 26.93%, while the net profit attributable to shareholders decreased by 51.26% to 35.72 million yuan [2]. Dividend and Institutional Holdings - Chengdu Huamei has cumulatively distributed dividends of 84.06 million yuan since its A-share listing [3]. - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund increased its holdings by 932,900 shares to 5.92 million shares, while the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF increased its holdings by 2.74 million shares to 4.53 million shares [3].

从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓成都华微。华夏行业景气混合（003567）二季度增持93.29万股， 持有股数592.45万股，占基金净值比例为2.67%，位居第六大重仓股。根据测算，今日浮亏损失约 1404.1万元。 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。 华夏行业景气混合（003567）成立日期2017年2月4日，最新规模72.61亿。今年以来收益57.81%，同类 排名680/8172；近一年收益112.6%，同类排名397/7995；成立以来收益384.32%。 华夏行业景气混合（003567）基金经理为钟帅。 截至发稿，钟帅累计任职时间5年59天，现任基金资产总规模82.53亿元，任职期间最佳基金回报 178.47%， 任职期间最差基金回报13.44%。 9月23日，成都华微跌5.02%，截至发稿，报44.86元/股，成交2.58亿元，换手率2.56%，总市值285.69亿 元。 资料显示，成都华微电子科技股份有限公司位于四川省成 ...

嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年200天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 126.06%， 任职期间最差基金回报-46.65%。 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 从成都华微十大流通股东角度 数据显示，嘉实基金旗下1只基金位居成都华微十大流通股东。嘉实上证科创板芯片ETF（588200）二 季度增持273.7万股，持有股数452.79万股，占流通股的比例为2.08%。根据测算，今日浮亏损失约 1073.1万元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模278.06亿。今年以来收益 61.49%，同类排名194/4220；近一年收益179.9%，同类排名5/3814；成立以来收益137.06%。 9月23日，成都华微跌5.02%，截至发稿，报44.86元/股，成交2.59亿元，换手率2.57%，总市值285.69亿 元 ...

Company Overview - Chengdu Huawi Electronics Technology Co., Ltd. is located in Chengdu, Sichuan Province, and was established on March 9, 2000. The company focuses on integrated circuit research, design, testing, and sales, providing overall solutions for signal processing and control systems [1]. - The company's main business revenue composition includes: digital integrated circuits 50.03%, analog integrated circuits 43.20%, other products 3.98%, technical services 2.70%, and others 0.08% [1]. Stock Performance - On September 19, Chengdu Huawi's stock fell by 5.12%, closing at 46.50 CNY per share, with a trading volume of 460 million CNY and a turnover rate of 4.43%. The total market capitalization is 29.613 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Chengdu Huawi, a fund under Jiashi Fund holds a significant position. Jiashi's Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (588200) increased its holdings by 2.737 million shares in the second quarter, totaling 4.5279 million shares, which accounts for 2.08% of the circulating shares [2]. - The Jiashi ETF was established on September 30, 2022, with a latest scale of 27.806 billion CNY. Year-to-date returns are 56.4%, ranking 243 out of 4222 in its category; the one-year return is 170.79%, ranking 11 out of 3805; and since inception, the return is 129.58% [2]. Fund Management - The fund manager of Jiashi's Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (588200) is Tian Guangyuan, who has been in the position for 4 years and 196 days. The total asset scale of the fund is 44.323 billion CNY, with the best fund return during his tenure being 126.67% and the worst being -46.65% [3].

Core Viewpoint - Chengdu Huawi's stock performance shows a mixed trend with a slight increase in share price but a net outflow in financing, indicating potential investor caution amid fluctuating financial results [1][2]. Financing and Trading Activity - On September 17, Chengdu Huawi's stock rose by 1.92% with a trading volume of 524 million yuan. The financing buy-in amounted to 80.09 million yuan, while financing repayment was 83.24 million yuan, resulting in a net financing outflow of 3.15 million yuan [1]. - As of September 17, the total financing and securities lending balance for Chengdu Huawi was 551 million yuan, with financing balance accounting for 5.11% of the circulating market value, indicating a high level compared to the past year [1]. - In terms of securities lending, on the same day, 200 shares were repaid while 1,505 shares were sold, amounting to 74,400 yuan in sales. The remaining securities lending balance was 2.18 million shares, with a total balance of 1.08 million yuan, also at a high level compared to the past year [1]. Company Overview - Chengdu Huawi Electronics Technology Co., Ltd. was established on March 9, 2000, and is located in Chengdu, Sichuan Province. The company focuses on the research, design, testing, and sales of integrated circuits, providing overall solutions for signal processing and control systems [1]. - The revenue composition of the company includes digital integrated circuits (50.03%), analog integrated circuits (43.20%), other products (3.98%), technical services (2.70%), and other (0.08%) [1]. Financial Performance - For the first half of 2025, Chengdu Huawi reported a revenue of 355 million yuan, representing a year-on-year growth of 26.93%. However, the net profit attributable to shareholders decreased by 51.26% to 35.72 million yuan [2]. - As of June 30, 2025, the number of shareholders was 13,100, a decrease of 2.53% from the previous period, while the average circulating shares per person increased by 2.60% to 16,617 shares [2]. Shareholder Information - Since its A-share listing, Chengdu Huawi has distributed a total of 84.06 million yuan in dividends. As of June 30, 2025, notable institutional shareholders include Huaxia Industry Prosperity Mixed Fund and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with both increasing their holdings [3].

Core Viewpoint - Chengdu Huawi experienced a stock price increase of 3.43% on September 11, with a trading volume of 884 million yuan, indicating strong market interest and activity in the stock [1]. Financing and Margin Trading - On September 11, Chengdu Huawi had a financing buy-in amount of 123 million yuan and a financing repayment of 115 million yuan, resulting in a net financing buy of 8.29 million yuan [1]. - As of September 11, the total margin trading balance for Chengdu Huawi was 541 million yuan, with the financing balance accounting for 5.04% of the circulating market value, indicating a high level of leverage compared to the past year [1]. - The company had no shares repaid in margin trading on September 11, with 200 shares sold short, amounting to approximately 9,828 yuan at the closing price [1]. Company Overview - Chengdu Huawi Electronics Technology Co., Ltd. was established on March 9, 2000, and is located in Chengdu, Sichuan Province. The company focuses on the research, design, testing, and sales of integrated circuits, providing overall solutions for signal processing and control systems [1]. - The revenue composition of the company includes digital integrated circuits (50.03%), analog integrated circuits (43.20%), other products (3.98%), technical services (2.70%), and other (0.08%) [1]. Financial Performance - For the first half of 2025, Chengdu Huawi reported a revenue of 355 million yuan, representing a year-on-year growth of 26.93%. However, the net profit attributable to shareholders decreased by 51.26% to 35.72 million yuan [2]. - As of June 30, 2025, the number of shareholders for Chengdu Huawi was 13,100, a decrease of 2.53% from the previous period, while the average circulating shares per person increased by 2.60% to 16,617 shares [2]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders included Huaxia Industry Prosperity Mixed Fund, which increased its holdings by 932,900 shares to 5.92 million shares, and the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which increased its holdings by 273,700 shares to 4.53 million shares [3]. - The Guolian An Zhongzheng All Index Semiconductor Products and Equipment ETF was a new entrant among the top ten circulating shareholders, holding 2.02 million shares [3].

Company Overview - Chengdu Huamei Electronics Technology Co., Ltd. is located in Chengdu, Sichuan Province, and was established on March 9, 2000. The company focuses on the research, design, testing, and sales of integrated circuits, providing overall solutions for signal processing and control systems [1][2]. Stock Performance - As of September 10, Chengdu Huamei's stock price increased by 2.14% to 47.68 CNY per share, with a trading volume of 406 million CNY and a turnover rate of 4.00%. The total market capitalization is 30.365 billion CNY [1]. - Year-to-date, the stock price has risen by 54.50%, but it has decreased by 16.20% over the last five trading days. Over the last 20 days, the stock has increased by 38.04%, and over the last 60 days, it has risen by 42.33% [1]. Financial Performance - For the first half of 2025, Chengdu Huamei reported a revenue of 355 million CNY, representing a year-on-year growth of 26.93%. However, the net profit attributable to shareholders decreased by 51.26% to 35.72 million CNY [2]. - The company has distributed a total of 84.0638 million CNY in dividends since its A-share listing [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 13,100, a decrease of 2.53% from the previous period. The average number of circulating shares per person increased by 2.60% to 16,617 shares [2]. - Notable institutional shareholders include Huaxia Industry Prosperity Mixed Fund and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which have increased their holdings [3]. Industry Context - Chengdu Huamei operates within the semiconductor industry, specifically in digital chip design, and is associated with concepts such as AI chips, autonomous driving, and brain-computer interfaces [2].