融券方面，概伦电子11月12日融券偿还500.00股，融券卖出600.00股，按当日收盘价计算，卖出金额 2.03万元；融券余量2701.00股，融券余额9.12万元，低于近一年10%分位水平，处于低位。 11月12日，概伦电子涨0.06%，成交额1.21亿元。两融数据显示，当日概伦电子获融资买入额870.30万 元，融资偿还1200.80万元，融资净买入-330.50万元。截至11月12日，概伦电子融资融券余额合计3.06 亿元。 融资方面，概伦电子当日融资买入870.30万元。当前融资余额3.06亿元，占流通市值的2.08%，融资余 额超过近一年80%分位水平，处于高位。 分红方面，概伦电子A股上市后累计派现5205.87万元。近三年，累计派现4338.26万元。 机构持仓方面，截止2025年9月30日，概伦电子十大流通股东中，南方信息创新混合A（007490）位居 第十大流通股东，持股574.41万股，为新进股东。诺安优化配置混合A（006025）退出十大流通股东之 列。 责任编辑：小浪快报 资料显示，上海概伦电子股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号4幢901 室，成 ...

截至9月30日，概伦电子股东户数1.57万，较上期减少3.29%；人均流通股27681股，较上期增加3.40%。 2025年1月-9月，概伦电子实现营业收入3.15亿元，同比增长12.71%；归母净利润4199.07万元，同比增 长173.46%。 11月11日，概伦电子跌2.79%，成交额1.51亿元。两融数据显示，当日概伦电子获融资买入额1371.09万 元，融资偿还1193.51万元，融资净买入177.58万元。截至11月11日，概伦电子融资融券余额合计3.10亿 元。 融资方面，概伦电子当日融资买入1371.09万元。当前融资余额3.10亿元，占流通市值的2.11%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，概伦电子11月11日融券偿还0.00股，融券卖出500.00股，按当日收盘价计算，卖出金额1.69 万元；融券余量2601.00股，融券余额8.78万元，低于近一年10%分位水平，处于低位。 资料显示，上海概伦电子股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号4幢901 室，成立日期2010年3月18日，上市日期2021年12月28日，公司主营业务涉及向客 ...

Group 1 - The core point of the news is that Gaolun Electronics experienced a decline of 5.03% in stock price, reaching 34.52 CNY per share, with a trading volume of 203 million CNY and a turnover rate of 1.33%, resulting in a total market capitalization of 15.022 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Pilot Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The revenue composition of Gaolun Electronics includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other supplementary services [1] Group 2 - From the perspective of major fund holdings, one fund under Caitong Securities Asset Management holds Gaolun Electronics as its second-largest position, with 3,100 shares representing 1.05% of the fund's net value, resulting in an estimated floating loss of approximately 5,673 CNY [2] - The Caitong Securities Asset Management CSI 1000 Index Enhanced A fund (019402) was established on April 29, 2024, with a latest scale of 11.4364 million CNY, achieving a year-to-date return of 23.01% and a one-year return of 22.25% [2] - The fund manager, Xin Chenchen, has a tenure of 5 years and 61 days, with the fund's total asset size at 12.5057 million CNY, achieving a best return of 37.35% and a worst return of -34.95% during the tenure [3]

Core Points - Gaolun Electronics experienced a decline of 5.03% on November 7, with a stock price of 34.52 CNY per share and a total market capitalization of 15.022 billion CNY [1] - The company, established on March 18, 2010, and listed on December 28, 2021, specializes in providing EDA products and solutions validated by leading global integrated circuit design and manufacturing companies [1] - The revenue composition of Gaolun Electronics includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other sources [1] Fund Holdings - According to data, Baoying Fund has a significant holding in Gaolun Electronics through its Baoying Xiangyu Enhanced Return Mixed A Fund (008336), which held 4,200 shares, accounting for 0.42% of the fund's net value, making it the second-largest holding [2] - The fund has reported a floating loss of approximately 7,686 CNY as of the latest update [2] - Baoying Xiangyu Enhanced Return Mixed A Fund was established on October 27, 2020, with a current scale of 37.9229 million CNY, yielding a return of 5.85% year-to-date, ranking 6,671 out of 8,148 in its category [2] Fund Manager Information - The fund managers of Baoying Xiangyu Enhanced Return Mixed A Fund are Cai Dan and Lü Shuyi, with tenures of 8 years and 97 days, and 9 years and 160 days, respectively [3] - Cai Dan manages assets totaling 2.35 billion CNY, achieving a best return of 102.99% and a worst return of 0.99% during the tenure [3] - Lü Shuyi oversees assets of 28.809 billion CNY, with a best return of 18.7% and a worst return of -10.91% during her tenure [3]

Group 1 - The core point of the news is that Gaolun Electronics experienced a decline of 5.04% in its stock price, reaching 36.92 CNY per share, with a total market capitalization of 16.067 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the Shanghai Free Trade Zone and specializes in providing EDA products and solutions widely used by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Gaolun Electronics, with 3,100 shares held, representing 1.05% of the fund's net value, making it the second-largest holding [2] - The Caitong Securities Asset Management CSI 1000 Index Enhanced A fund (019402) has a current scale of 11.4364 million CNY and has achieved a year-to-date return of 22.28%, ranking 2541 out of 4216 in its category [2] - The fund manager, Xin Chenchen, has been in the position for 5 years and 57 days, with the best fund return during the tenure being 36.54% and the worst being -34.95% [3]

Group 1 - The core point of the news is that Gaolun Electronics experienced a decline of 5.04% in its stock price, reaching 36.92 CNY per share, with a total market capitalization of 16.067 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the Shanghai Free Trade Zone and specializes in providing EDA products and solutions widely used by leading global integrated circuit design and manufacturing companies [1] - The revenue composition of Gaolun Electronics includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other sources [1] Group 2 - According to data, the Baoying Fund has a significant holding in Gaolun Electronics through its Baoying Xiangyu Enhanced Return Mixed A fund, which holds 4,200 shares, accounting for 0.42% of the fund's net value [2] - The Baoying Xiangyu Enhanced Return Mixed A fund has a total scale of 37.9229 million CNY and has reported a year-to-date return of 5.78% [2] - The fund manager, Cai Dan, has an experience of 8 years and 93 days, while the other manager, Lv Shuyi, has 9 years and 156 days of experience, with their respective best and worst fund returns noted [3]

Core Viewpoint - Gaon Electronics, established in March 2010 and listed on the Shanghai Stock Exchange in December 2021, is a leading EDA company in China, providing products and solutions widely validated by global integrated circuit design and manufacturing enterprises, showcasing high technical barriers and differentiated advantages [1] Group 1: Business Performance - In Q3 2025, Gaon Electronics reported revenue of 315 million yuan, ranking 63rd among 102 companies in the industry, significantly lower than the top company, Shanghai Steel Union, with 57.318 billion yuan, and the second, Desay SV, with 22.337 billion yuan; the industry average revenue was 1.712 billion yuan [2] - The net profit for Q3 2025 was 41.779 million yuan, ranking 30th in the industry, with the top company, Desay SV, at 1.805 billion yuan, and the second, Tonghuashun, at 1.206 billion yuan; the industry average net profit was 26.431 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Gaon Electronics had a debt-to-asset ratio of 17.24%, an increase from 14.68% year-on-year, but still significantly lower than the industry average of 31.94%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 89.11%, slightly down from 90.26% year-on-year, yet higher than the industry average of 41.71%, reflecting robust profitability [3] Group 3: Executive Compensation - Chairman Liu Zhihong's compensation for 2024 was 4.3013 million yuan, an increase of 1.5169 million yuan from 2023; President Yang Lianfeng's compensation was 2.3996 million yuan, up by 570,000 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.29% to 15,700, with an average holding of 27,700 circulating A-shares, an increase of 3.40% [5] - In the first half of 2025, Gaon Electronics reported revenue of 218 million yuan, a year-on-year increase of 11.43%, and a net profit of 46.18 million yuan, marking a return to profitability; domestic business revenue grew by 24.43% [5] Group 5: Market Outlook - The company is expected to achieve revenue of 502 million yuan, 601 million yuan, and 706 million yuan from 2025 to 2027, with net profit forecasts of 3 million yuan, 25 million yuan, and 57 million yuan respectively, maintaining a "buy" rating [6]

Core Viewpoint - The stock of Gaon Electronics has shown significant growth this year, with a year-to-date increase of 117.85%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Gaon Electronics achieved a revenue of 218 million yuan, representing a year-on-year growth of 11.43% [2]. - The net profit attributable to the parent company for the same period was 46.18 million yuan, reflecting a substantial increase of 212.95% year-on-year [2]. - Cumulatively, the company has distributed dividends amounting to 52.06 million yuan since its A-share listing, with 43.38 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 27, the stock price of Gaon Electronics was 41.13 yuan per share, with a trading volume of 161 million yuan and a turnover rate of 0.88%, leading to a total market capitalization of 17.899 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 23, where it recorded a net purchase of 68.84 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Gaon Electronics was 16,300, an increase of 43.22% from the previous period, with an average of 26,771 circulating shares per shareholder, up by 71.49% [2]. - Notably, the top ten circulating shareholders include the Noan Optimized Allocation Mixed A fund, which holds 5.33 million shares, a decrease of 1.36 million shares from the previous period [3]. Business Overview - Gaon Electronics, established on March 18, 2010, and listed on December 28, 2021, is primarily engaged in providing EDA products and solutions validated by leading global integrated circuit design and manufacturing companies [2]. - The company's revenue composition includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, and 10.63% from semiconductor device characteristic testing systems [2].

Group 1 - The core point of the news is that Gaolun Electronics has seen a 5% increase in stock price, reaching 41.97 CNY per share, with a trading volume of 279 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 18.264 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Pilot Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The revenue composition of Gaolun Electronics includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other supplementary services [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund holds a significant position in Gaolun Electronics, specifically the Huaxia Digital Economy Leader Mixed Initiation A (016237), which held 882,300 shares in the second quarter, accounting for 2.99% of the fund's net value, ranking as the seventh largest heavy stock [2] - The Huaxia Digital Economy Leader Mixed Initiation A (016237) fund was established on August 5, 2022, with a current scale of 458 million CNY, achieving a year-to-date return of 45.8%, ranking 1039 out of 8154 in its category, and a one-year return of 50.39%, ranking 667 out of 8025 [2] - The fund manager of Huaxia Digital Economy Leader Mixed Initiation A is Zhang Jingsong, who has been in the position for 3 years and 272 days, with the fund's total asset scale at 1.863 billion CNY, achieving the best return of 37.59% and the worst return of -24.95% during his tenure [3]

Core Insights - The stock price of Gaon Electronics increased by 2.06% on October 20, reaching 40.68 CNY per share, with a total market capitalization of 17.703 billion CNY [1] - Year-to-date, Gaon Electronics' stock has risen by 115.47%, but it has experienced a decline of 10.51% over the last five trading days [1] Financial Performance - For the first half of 2025, Gaon Electronics reported a revenue of 218 million CNY, representing a year-on-year growth of 11.43%, and a net profit attributable to shareholders of 46.18 million CNY, which is a significant increase of 212.95% [2] - The company's main revenue sources include EDA tool licensing (67.95%), technical development solutions (21.23%), and semiconductor device testing systems (10.63%) [2] Shareholder Information - As of June 30, 2025, Gaon Electronics had 16,300 shareholders, an increase of 43.22% from the previous period, with an average of 26,771 circulating shares per shareholder, up by 71.49% [2] - The company has distributed a total of 52.06 million CNY in dividends since its A-share listing, with 43.38 million CNY distributed over the last three years [3] Market Activity - Gaon Electronics has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 23, where it recorded a net purchase of 68.84 million CNY [1] - The stock has seen significant trading activity, with major funds showing a net outflow of 3.21 million CNY on the latest trading day [1]