12月1日，雅克科技盘中上涨2.05%，截至09:47，报70.84元/股，成交1.87亿元，换手率0.83%，总市值 337.15亿元。 资金流向方面，主力资金净流入1336.83万元，特大单买入1003.64万元，占比5.37%，卖出366.80万元， 占比1.96%；大单买入5817.53万元，占比31.15%，卖出5117.53万元，占比27.40%。 机构持仓方面，截止2025年9月30日，雅克科技十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股866.71万股，相比上期减少779.69万股。南方中证500ETF（510500）位居第六大流通股 东，持股414.60万股，相比上期减少8.27万股。国泰中证半导体材料设备主题ETF（159516）位居第八 大流通股东，持股300.82万股，为新进股东。国联安中证全指半导体产品与设备ETF联接A（007300） 退出十大流通股东之列。 责任编辑：小浪快报 雅克科技所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：特种气体、大基金概念、中 芯国际概念、半导体、存储概念等。 截至9月30日，雅克科技股东户数6.15万，较上期增加13. ...

Core Insights - On November 11, 2023, Yake Technology's stock fell by 2.10%, with a trading volume of 2.061 billion yuan [1] - The company reported a financing buy amount of 224 million yuan and a financing repayment of 301 million yuan, resulting in a net financing outflow of 76.759 million yuan [1] - As of November 11, the total margin balance for Yake Technology was 1.633 billion yuan [1] Financing Summary - On the same day, Yake Technology's financing buy was 224 million yuan, with a current financing balance of 1.614 billion yuan, accounting for 4.26% of its market capitalization [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of financing activity [1] Securities Lending Summary - On November 11, Yake Technology repaid 2,000 shares in securities lending and sold 1,500 shares, with a selling amount of 119,500 yuan based on the closing price [1] - The remaining securities lending volume was 233,000 shares, with a balance of 18.562 million yuan, also exceeding the 90th percentile level for the past year [1] Company Overview - Yake Technology, established on October 29, 1997, and listed on May 25, 2010, is located in Yixing Economic Development Zone, Jiangsu Province [2] - The company's main business includes R&D, production, and sales of electronic materials, LNG insulation materials, and flame retardants [2] - The revenue composition includes semiconductor chemical materials (49.23%), LNG insulation composite materials (27.13%), LNG engineering installation (7.91%), and other segments [2] Financial Performance - For the period from January to September 2025, Yake Technology achieved a revenue of 6.467 billion yuan, representing a year-on-year growth of 29.36% [2] - The net profit attributable to the parent company was 796 million yuan, with a year-on-year increase of 6.33% [2] Shareholder Information - As of September 30, 2025, Yake Technology had 61,500 shareholders, an increase of 13.91% from the previous period [3] - The average circulating shares per person decreased by 12.21% to 5,179 shares [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3]

Core Viewpoint - The stock of Yake Technology has shown significant growth this year, with a 44.81% increase, reflecting strong performance in the semiconductor materials sector [1][2]. Company Overview - Yake Technology, established on October 29, 1997, and listed on May 25, 2010, is located in Yixing Economic Development Zone, Wuxi, Jiangsu Province. The company specializes in the research, production, and sales of electronic materials, LNG insulation materials, and flame retardants [1]. - The main revenue sources for Yake Technology include semiconductor chemical materials and photoresists (49.23%), LNG insulation composite materials (27.13%), LNG engineering installation (7.91%), electronic specialty gases (4.56%), LDS equipment (3.17%), flame retardants (3.15%), spherical silica powder (2.99%), and other businesses (1.88%) [1]. Financial Performance - For the period from January to September 2025, Yake Technology achieved a revenue of 6.467 billion yuan, representing a year-on-year growth of 29.36%. The net profit attributable to shareholders was 796 million yuan, with a year-on-year increase of 6.33% [2]. - Since its A-share listing, Yake Technology has distributed a total of 1.156 billion yuan in dividends, with 752 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, Yake Technology had 61,500 shareholders, an increase of 13.91% from the previous period. The average number of tradable shares per shareholder was 5,179, a decrease of 12.21% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 8.6671 million shares, a decrease of 7.7969 million shares from the previous period. The Southern CSI 500 ETF held 4.1460 million shares, down by 82,700 shares, while the Guotai CSI Semiconductor Materials and Equipment Theme ETF entered the top ten with 3.0082 million shares [3].

Core Viewpoint - On November 3, Jiangsu Yake Technology Co., Ltd. experienced a 5.16% decline in stock price, closing at 73.40 yuan per share, with a trading volume of 818 million yuan and a turnover rate of 3.45%, resulting in a total market capitalization of 34.933 billion yuan [1] Company Overview - Jiangsu Yake Technology Co., Ltd. was established on October 29, 1997, and went public on May 25, 2010. The company is located in Yixing Economic Development Zone, Wuxi, Jiangsu Province [1] - The main business activities include research, production, and sales of electronic materials, LNG insulation boards, and flame retardants. The revenue composition is as follows: semiconductor chemical materials and photoresists account for 49.23%, LNG insulation composite materials 27.13%, LNG engineering installation 7.91%, electronic specialty gases 4.56%, LDS equipment 3.17%, flame retardants 3.15%, spherical silica powder 2.99%, and other businesses 1.88% [1] Fund Holdings - According to data from the top ten holdings of funds, China Life Asset Management's fund holds Yake Technology. The fund "China Life Anbao Research Selected Mixed A" (008082) held 9,500 shares in the third quarter, unchanged from the previous period, representing 4.64% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 37,900 yuan [2] - The fund "China Life Anbao Research Selected Mixed A" was established on December 30, 2019, with a latest scale of 11.9259 million. Year-to-date returns are 38.01%, ranking 2071 out of 8223 in its category; the one-year return is 30.64%, ranking 2727 out of 8115; and since inception, the return is 51.95% [2]

Group 1 - The core point of the news is the performance and market position of Jiangsu Yake Technology Co., Ltd., which saw a stock price increase of 5.1% to 79.19 CNY per share, with a total market capitalization of 37.689 billion CNY [1] - The company was established on October 29, 1997, and went public on May 25, 2010, focusing on the research, production, and sales of electronic materials, LNG insulation boards, and flame retardants [1] - The revenue composition of the company includes semiconductor chemical materials and photoresists at 49.23%, LNG insulation composite materials at 27.13%, LNG engineering installation at 7.91%, electronic specialty gases at 4.56%, LDS equipment at 3.17%, flame retardants at 3.15%, spherical silica powder at 2.99%, and other businesses at 1.88% [1] Group 2 - From the perspective of fund holdings, Huazheng Fund has a significant position in Yake Technology, with the Huazheng CSI 500 Low Volatility ETF holding 10,900 shares, accounting for 1.02% of the fund's net value, ranking as the fifth-largest holding [2] - The Huazheng CSI 500 Low Volatility ETF was established on November 30, 2018, with a current scale of 583.031 million CNY and has achieved a year-to-date return of 13.94% [2] - The fund manager, Su Qingyun, has been in position for 8 years and 312 days, with the fund's total asset size at 6.506 billion CNY, achieving a best return of 109.76% during the tenure [3]

Group 1 - The core viewpoint of the news is that Jiangsu Yake Technology Co., Ltd. has seen a stock price increase of 5.1%, reaching 79.19 CNY per share, with a total market capitalization of 37.689 billion CNY [1] - The company was established on October 29, 1997, and went public on May 25, 2010. Its main business includes the research, production, and sales of electronic materials, LNG insulation materials, and flame retardants [1] - The revenue composition of the company is as follows: semiconductor chemical materials and photoresists account for 49.23%, LNG insulation composite materials 27.13%, LNG engineering installation 7.91%, electronic specialty gases 4.56%, LDS equipment 3.17%, flame retardants 3.15%, spherical silica powder 2.99%, and other businesses 1.88% [1] Group 2 - Dongwu Fund has one fund heavily invested in Yake Technology, specifically the Dongwu Configuration Optimization Mixed A Fund (582003), which holds 47,500 shares, unchanged from the previous period, representing 5.35% of the fund's net value [2] - The fund has achieved a year-to-date return of 65.98%, ranking 281 out of 8,154 in its category, and a one-year return of 56.69%, ranking 417 out of 8,025 [2] - The fund manager, Zhou Jian, has a tenure of 13 years and 178 days, with the fund's total asset size at 17.4 million CNY and the best return during his tenure being 143.97% [3]

Group 1 - The core point of the news is that Jiangsu Yake Technology Co., Ltd. has seen a stock price increase of 6.09%, reaching 77.18 CNY per share, with a total market capitalization of 36.732 billion CNY [1] - The company was established on October 29, 1997, and went public on May 25, 2010. Its main business includes the research, production, and sales of electronic materials, LNG insulation boards, and flame retardants [1] - The revenue composition of the company is as follows: semiconductor chemical materials and photoresists account for 49.23%, LNG insulation composite materials 27.13%, LNG engineering installation 7.91%, electronic specialty gases 4.56%, LDS equipment 3.17%, flame retardants 3.15%, spherical silica powder 2.99%, and other businesses 1.88% [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 500 ETF (510500) increased its holdings by 585,200 shares in the second quarter, now holding 4.2287 million shares, which is 1.33% of the circulating shares [2] - The estimated floating profit from this increase is approximately 18.7331 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion CNY, and has achieved a year-to-date return of 24.28% [2]

Core Insights - On October 16, Jiangsu Yake Technology Co., Ltd. saw a stock price increase of 1.21% with a trading volume of 1.835 billion yuan, indicating strong market interest [1] - The company reported a financing buy-in of 205 million yuan and a financing repayment of 233 million yuan on the same day, resulting in a net financing outflow of 27.487 million yuan [1] - As of October 16, the total margin trading balance for Yake Technology was 1.592 billion yuan, with a financing balance of 1.575 billion yuan, representing 4.31% of its market capitalization, which is above the 90th percentile of the past year [1] Financial Performance - For the first half of 2025, Yake Technology achieved a revenue of 4.293 billion yuan, reflecting a year-on-year growth of 31.82%, while the net profit attributable to shareholders was 523 million yuan, a slight increase of 0.63% [2] - Cumulative cash dividends since the company's A-share listing amount to 1.156 billion yuan, with 752 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 54,000, up by 5.29%, while the average number of circulating shares per person decreased by 5.02% to 5,899 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 16.464 million shares, a decrease of 3.0642 million shares from the previous period, while Southern CSI 500 ETF increased its holdings by 585,200 shares to 4.2287 million shares [3]

Core Viewpoint - Jacques Technology's stock price has shown significant growth this year, with a 43.45% increase, and the company is involved in various electronic materials and LNG insulation products [2] Group 1: Stock Performance - As of October 14, Jacques Technology's stock price was 82.30 CNY per share, with a market capitalization of 39.169 billion CNY [1] - The stock has increased by 12.89% in the last five trading days, 40.28% in the last 20 days, and 53.17% in the last 60 days [2] Group 2: Financial Performance - For the first half of 2025, Jacques Technology reported a revenue of 4.293 billion CNY, representing a year-on-year growth of 31.82%, and a net profit of 523 million CNY, with a slight increase of 0.63% [2] - The company has distributed a total of 1.156 billion CNY in dividends since its A-share listing, with 752 million CNY distributed in the last three years [3] Group 3: Shareholder Information - As of June 30, 2025, Jacques Technology had 54,000 shareholders, an increase of 5.29% from the previous period, with an average of 5,899 circulating shares per shareholder, a decrease of 5.02% [2] - The top three circulating shareholders include Hong Kong Central Clearing Limited, which holds 16.464 million shares, and Southern CSI 500 ETF, which increased its holdings by 585,200 shares [3]

Group 1 - The core point of the news is that Jiangsu Yake Technology Co., Ltd. experienced a stock decline of 5.24%, with a current share price of 80.49 yuan and a total market capitalization of 38.307 billion yuan [1] - The company was established on October 29, 1997, and went public on May 25, 2010. Its main business includes the research, production, and sales of electronic materials, LNG insulation boards, and flame retardants [1] - The revenue composition of the company is as follows: semiconductor chemical materials and photoresists account for 49.23%, LNG insulation composite materials 27.13%, LNG engineering installation 7.91%, electronic specialty gases 4.56%, LDS equipment 3.17%, flame retardants 3.15%, spherical silica powder 2.99%, and other businesses 1.88% [1] Group 2 - Dongwu Fund has one fund heavily invested in Yake Technology, specifically the Dongwu Configuration Optimization Mixed A fund (582003), which held 47,500 shares in the second quarter, unchanged from the previous period, representing 5.35% of the fund's net value [2] - The fund has a total scale of 36.5495 million yuan and has achieved a year-to-date return of 70.96%, ranking 283 out of 8,234 in its category [2] - The fund manager, Zhou Jian, has a tenure of 13 years and 167 days, with the best fund return during his tenure being 143.97% and the worst being -27.36% [3]