数据显示，天弘基金旗下1只基金重仓芯联集成。天弘中证500指数增强A（001556）三季度持有股数 552.17万股，占基金净值比例为1.14%，位居第七大重仓股。根据测算，今日浮盈赚取约198.78万元。 天弘中证500指数增强A（001556）成立日期2015年6月30日，最新规模21.71亿。今年以来收益 34.29%，同类排名1413/4216；近一年收益28.65%，同类排名1343/3956；成立以来收益56.84%。 11月17日，芯联集成涨5.29%，截至发稿，报7.17元/股，成交10.35亿元，换手率3.34%，总市值601.04 亿元。 资料显示，芯联集成电路制造股份有限公司位于浙江省绍兴市越城区皋埠街道临江路518号，成立日期 2018年3月9日，上市日期2023年5月10日，公司主营业务涉及MEMS和功率器件等领域的晶圆代工及模 组封测业务,为客户提供一站式系统代工解决方案。主营业务收入构成为：集成电路晶圆制造代工 85.96%，模组封装9.24%，其他(补充)3.58%，研发服务1.21%。 从基金十大重仓股角度 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 ...

Core Viewpoint - Semiconductor company SMIC reported strong financial results for the first half of the year, with significant revenue and profit growth, leading to a surge in stock prices and market capitalization [2][10]. Financial Performance - The company achieved a revenue of 32.348 billion RMB, representing a year-on-year growth of 23.1% [4][6]. - Net profit reached 2.3 billion RMB, an increase of 39.8% compared to the previous year [4][6]. - The gross profit was 9.56 billion USD, showing a substantial increase of 89.3%, with a gross margin improvement from 13.8% to 21.4% [5][6]. Stock Market Reaction - SMIC's H-shares rose over 10% to 62.3 HKD, while A-shares increased by more than 17% to 119.22 RMB, marking a historical high [2][3]. - The total market capitalization reached 952.129 billion RMB, nearing the 1 trillion RMB mark [2]. Business Segmentation - Revenue from the Chinese market increased from 80.9% to 84.2% of total revenue, while the U.S. market share decreased to 12.7% [9]. - The share of revenue from smartphones declined from 31.5% to 24.6%, while consumer electronics increased from 33.4% to 40.8% [7][9]. - The revenue contribution from 12-inch wafers rose to 77.1%, while 8-inch wafers decreased to 22.9% [8]. Market Position - SMIC ranks second globally among pure wafer foundries and first among companies in mainland China [10]. - The company anticipates continued growth in the semiconductor industry, particularly in AI, automotive chips, and domestic equipment sectors [11][12]. Future Outlook - For the third quarter, SMIC projects a revenue growth of 5%-7% quarter-on-quarter, with expectations for increased shipment volumes and average selling prices [12][13]. - The company aims to maintain a gross margin of 18%-20% despite rising depreciation costs [13]. - SMIC is focused on performance growth, new application development, and deepening collaborations in research and education [15].

Core Viewpoint - SMIC has achieved significant growth since its IPO, marking a milestone for China's semiconductor manufacturing industry, but its profitability has shown fluctuations in recent years [1][3]. Business Overview - SMIC's main business includes integrated circuit wafer foundry services across various technology nodes from 0.35 microns to 14 nanometers, with integrated circuit wafer manufacturing accounting for 92.13% of its revenue [3]. - The company reported a net profit attributable to shareholders of 43.32 billion yuan in 2020, which decreased to 36.99 billion yuan by 2024, reflecting a cumulative profit decline of 14.63% [3]. Financial Performance - Revenue grew from 274.71 billion yuan in 2020 to 577.96 billion yuan in 2024, achieving a compound annual growth rate (CAGR) of 20.4% [3]. - Profitability peaked in 2021 and 2022 but has declined in 2023 and 2024, with the company maintaining profitability without any annual losses over the past five years [3]. Market Capitalization - Since its IPO, SMIC's market capitalization has increased by 19%, reaching a peak of 873.22 billion yuan on November 8, 2024, with a stock price of 109.5 yuan [5]. - As of July 15, 2024, the market capitalization was 701.895 billion yuan, reflecting a decrease of 171.325 billion yuan or 19.62% from its peak [5][6].