今年以来北方华创已经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-8662.00万 元；买入总计19.69亿元 ，占总成交额比23.72%；卖出总计20.55亿元 ，占总成交额比24.77%。 机构持仓方面，截止2025年6月30日，北方华创十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5445.37万股，相比上期增加678.89万股。华泰柏瑞沪深300ETF（510300）位居第六大流 通股东，持股563.80万股，相比上期增加42.93万股。华夏国证半导体芯片ETF（159995）位居第七大流 通股东，持股493.89万股，相比上期增加13.38万股。易方达沪深300ETF（510310）位居第九大流通股 东，持股405.81万股，为新进股东。诺安成长混合A（320007）退出十大流通股东之列。 资料显示，北方华创科技集团股份有限公司位于北京市经济技术开发区文昌大道8号5层，成立日期2001 年9月28日，上市日期2010年3月16日，公司主营业务涉及半导体基础产品的研发、生产、销售和技术服 务。主营业务收入构成为：电子工艺装备94.53%，电子元器件5.37%，其他( ...

Core Viewpoint - Northern Huachuang's stock has shown significant volatility, with a year-to-date increase of 41.06%, but a recent decline of 6.51% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Northern Huachuang Technology Group Co., Ltd. is located in Beijing and was established on September 28, 2001. It was listed on March 16, 2010. The company specializes in the research, production, sales, and technical services of semiconductor basic products [1]. - The main revenue composition of the company includes 94.53% from electronic process equipment, 5.37% from electronic components, and 0.10% from other sources [1]. Financial Performance - For the first half of 2025, Northern Huachuang achieved an operating income of 16.142 billion yuan, representing a year-on-year growth of 30.86%. The net profit attributable to shareholders was 3.208 billion yuan, reflecting a year-on-year increase of 15.37% [2]. - Since its A-share listing, the company has distributed a total of 1.535 billion yuan in dividends, with 1.217 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Northern Huachuang was 84,400, a decrease of 0.83% from the previous period. The average circulating shares per person increased by 0.83% to 8,574 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 54.4537 million shares, an increase of 6.7889 million shares from the previous period [3].

Core Viewpoint - Northern Huachuang's stock performance shows a decline of 0.41% on October 16, with a trading volume of 2.769 billion yuan, indicating a mixed sentiment among investors [1] Financing Summary - On October 16, Northern Huachuang had a financing buy-in amount of 147 million yuan and a financing repayment of 168 million yuan, resulting in a net financing outflow of 20.52 million yuan [1] - As of October 16, the total balance of margin trading for Northern Huachuang is 2.874 billion yuan, with a financing balance of 2.855 billion yuan, accounting for 0.96% of the circulating market value, which is above the 60th percentile over the past year [1] - In terms of securities lending, on October 16, Northern Huachuang repaid 4,400 shares and sold 5,830 shares, with a selling amount of approximately 2.3943 million yuan, and the remaining securities lending balance is 44,400 shares, totaling 18.2367 million yuan, which is above the 90th percentile over the past year [1] Company Performance - As of October 10, Northern Huachuang has 84,400 shareholders, a decrease of 0.83% from the previous period, with an average of 8,574 circulating shares per person, an increase of 0.83% [2] - For the first half of 2025, Northern Huachuang achieved operating revenue of 16.142 billion yuan, a year-on-year increase of 30.86%, and a net profit attributable to shareholders of 3.208 billion yuan, a year-on-year increase of 15.37% [2] - Since its A-share listing, Northern Huachuang has distributed a total of 1.535 billion yuan in dividends, with 1.217 billion yuan distributed in the last three years [2] Shareholding Structure - As of June 30, 2025, the second-largest circulating shareholder of Northern Huachuang is Hong Kong Central Clearing Limited, holding 54.4537 million shares, an increase of 6.7889 million shares from the previous period [2] - The sixth-largest circulating shareholder is Huatai-PB CSI 300 ETF, holding 5.6380 million shares, an increase of 429,300 shares [2] - The seventh-largest circulating shareholder is Huaxia National Index Semiconductor Chip ETF, holding 4.9389 million shares, an increase of 133,800 shares, while the ninth-largest is E Fund CSI 300 ETF, which is a new shareholder with 4.0581 million shares [2]

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 数据显示，民生加银基金旗下1只基金重仓北方华创。民生加银鑫喜混合（002455）二季度减持4000 股，持有股数3.5万股，占基金净值比例为2.82%，位居第一大重仓股。根据测算，今日浮亏损失约 77.21万元。 民生加银鑫喜混合（002455）成立日期2016年12月9日，最新规模5.49亿。今年以来收益10.72%，同类 排名5766/8162；近一年收益18.78%，同类排名4647/8015；成立以来收益79.62%。 民生加银鑫喜混合（002455）基金经理为夏荣尧。 截至发稿，夏荣尧累计任职时间5年98天，现任基金资产总规模6.01亿元，任职期间最佳基金回报 20.34%， 任职期间最差基金回报1.74%。 10月14日，北方华创跌5.06%，截至发稿，报413.74元/股，成交35.02亿元，换手率1.14%，总市值 2995.84亿元。 资料显示，北方华创科技集团股份有限公司位于北京市经济 ...

10月10日，北方华创跌5%，截至发稿，报435.14元/股，成交61.64亿元，换手率1.92%，总市值3150.80 亿元。 资料显示，北方华创科技集团股份有限公司位于北京市经济技术开发区文昌大道8号5层，成立日期2001 年9月28日，上市日期2010年3月16日，公司主营业务涉及半导体基础产品的研发、生产、销售和技术服 务。主营业务收入构成为：电子工艺装备94.53%，电子元器件5.37%，其他(补充)0.10%。 从基金十大重仓股角度 数据显示，国海富兰克林基金旗下1只基金重仓北方华创。国富沪港深成长精选股票A（001605）二季 度持有股数5万股，与上期相比持股数量不变，占基金净值比例为2.5%，位居第八大重仓股。根据测 算，今日浮亏损失约114.55万元。 国富沪港深成长精选股票A（001605）成立日期2016年1月20日，最新规模8.1亿。今年以来收益 47.85%，同类排名1016/4220；近一年收益42.57%，同类排名1182/3852；成立以来收益123.64%。 国富沪港深成长精选股票A（001605）基金经理为徐成。 截至发稿，徐成累计任职时间9年294天，现任基金资产总规模7 ...

Group 1 - The core viewpoint of the news is the performance and market position of North China Huachuang Technology Group Co., Ltd., which saw a stock price increase of 5.06% to 440.00 CNY per share, with a total market capitalization of 318.99 billion CNY [1] - The company specializes in the research, production, sales, and technical services of semiconductor basic products, with its main business revenue composition being 94.53% from electronic process equipment, 5.37% from electronic components, and 0.10% from other sources [1] Group 2 - Xiangcai Fund has a significant holding in North China Huachuang, with its Xiangcai Innovation Growth One-Year Holding Mixed A Fund (011550) holding 8,000 shares, representing 4.63% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 25.82% and a one-year return of 64.59%, ranking 3509 out of 8173 and 2051 out of 7996 respectively [2] Group 3 - The fund manager of Xiangcai Innovation Growth One-Year Holding Mixed A Fund is Fang Tianhao, who has been in the position for nearly 300 days, with the fund's total asset size at 76.44 million CNY [3] - During his tenure, the best fund return was 8.39%, while the worst return was 7.42% [3]

Core Viewpoint - Northern Huachuang's stock price has shown significant growth this year, with a notable increase in trading activity and institutional holdings, indicating strong investor interest and confidence in the company's performance [2][3]. Group 1: Stock Performance - As of September 22, Northern Huachuang's stock price increased by 2.05%, reaching 410.25 CNY per share, with a trading volume of 1.721 billion CNY and a turnover rate of 0.59% [1]. - The stock has risen by 42.03% year-to-date, with a 7.96% increase over the last five trading days, 7.94% over the last 20 days, and 25.54% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Northern Huachuang reported revenue of 16.142 billion CNY, a year-on-year increase of 30.86%, and a net profit attributable to shareholders of 3.208 billion CNY, up 15.37% year-on-year [2]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 29.48% to 97,700, while the average number of circulating shares per person decreased by 22.77% to 7,383 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 6.789 million shares [3].

融券方面，北方华创9月17日融券偿还1.19万股，融券卖出3200.00股，按当日收盘价计算，卖出金额 124.60万元；融券余量4.19万股，融券余额1632.71万元，超过近一年90%分位水平，处于高位。 9月17日，北方华创涨3.05%，成交额49.37亿元。两融数据显示，当日北方华创获融资买入额3.71亿 元，融资偿还4.55亿元，融资净买入-8394.31万元。截至9月17日，北方华创融资融券余额合计24.38亿 元。 融资方面，北方华创当日融资买入3.71亿元。当前融资余额24.22亿元，占流通市值的0.86%，融资余额 超过近一年50%分位水平，处于较高位。 分红方面，北方华创A股上市后累计派现15.35亿元。近三年，累计派现12.17亿元。 机构持仓方面，截止2025年6月30日，北方华创十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5445.37万股，相比上期增加678.89万股。华泰柏瑞沪深300ETF（510300）位居第六大流 通股东，持股563.80万股，相比上期增加42.93万股。华夏国证半导体芯片ETF（159995）位居第七大流 通股东，持股493.89万股，相 ...

Core Viewpoint - The share price of Northern Huachuang (002371.SZ) increased despite a reduction in shareholding by the National Integrated Circuit Industry Investment Fund (referred to as "Big Fund") [2][3] Group 1: Shareholding Changes - Big Fund reduced its holdings by 2.5919 million shares from July 28 to September 15, 2025, bringing its ownership below 5% [4][5] - Following the reduction, Big Fund's shareholding was diluted to 4.999932%, no longer qualifying as a major shareholder [5][6] Group 2: Financial Performance - Northern Huachuang has demonstrated strong growth, with revenue and net profit consistently increasing from 2017 to 2024 [3][14] - In the first half of 2025, the company reported approximately 16.1 billion yuan in revenue and 3.2 billion yuan in net profit, maintaining double-digit growth year-on-year [3][14] - Over the past year, the company's stock price rose by 80%, increasing its market capitalization by approximately 120 billion yuan to reach 281.9 billion yuan [3][14] Group 3: Investment and Support - Big Fund invested a total of 1.5 billion yuan in two rounds of private placements in 2016 and 2019, accounting for 51.3% of the total funds raised [6][7] - The total investment by Big Fund has resulted in an estimated profit of 18.2 billion yuan over the ten years of support [9] Group 4: Company Growth and Development - Northern Huachuang, formed from the strategic merger of Qixing Electronics and Northern Microelectronics in 2016, has become a leading semiconductor equipment company in China [11] - The company has focused on R&D, with significant increases in research investment from 2022 to 2025, totaling approximately 29.15 billion yuan in the first half of 2025 [12][14] - The company has achieved significant milestones in equipment delivery, with over 1,000 units of key products delivered, contributing to advancements in the domestic semiconductor industry [13][14]

Core Viewpoint - Northern Huachuang's stock price has shown significant growth this year, reflecting strong performance in the semiconductor equipment sector and positive financial results [2][3]. Group 1: Stock Performance - As of September 17, Northern Huachuang's stock price increased by 2.00% to 385.43 CNY per share, with a trading volume of 1.273 billion CNY and a market capitalization of 279.085 billion CNY [1]. - The stock has risen 33.44% year-to-date, with a 4.68% increase over the last five trading days, 9.97% over the last 20 days, and 18.12% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Northern Huachuang reported revenue of 16.142 billion CNY, a year-on-year increase of 30.86%, and a net profit attributable to shareholders of 3.208 billion CNY, up 15.37% year-on-year [2]. - The company has distributed a total of 1.535 billion CNY in dividends since its A-share listing, with 1.217 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 29.48% to 97,700, with an average of 7,383 shares held per shareholder, a decrease of 22.77% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.789 million shares, and several ETFs that have also increased their positions [3].