Jiwei Popularity Ranking for November 4: Semiconductor supply chain surges across the board in the afternoon, Changxin Technology's buyback cap proposed to be raised to 5 billion yuan, ZTE denies smartphone spin-off rumors

As of 15:00 today, according to the "Listed Company Popularity Ranking" dynamically updated by Jiwei's self-developed public opinion algorithm, the top 20 companies are:

Changxin Technology, ZTE, Cambricon, GigaDevice, BOE A, Dongshan Precision, NAURA, China Resources Micro, JCET, Unitree Robotics, Dongnan Electronics, Wingtech Technology, Midea Group, AMEC, Silan Micro, Crystal Optoelectronics, Chipown Micro, HC Semitek, Nexchip.

Top 20 Listed Companies by Popularity

Changxin Technology Popularity Curve

Today, the A-share market saw a rapid rebound in the afternoon, semiconductor industry ETFs strengthened collectively, with Semiconductor ETF Bosera, Semiconductor Equipment ETF China Merchants and others hitting the daily limit up one after another, and the entire semiconductor industry chain surged.

The chairman of Changxin Technology proposed raising the upper limit of the buyback amount from 2 billion yuan to 5 billion yuan, signaling confidence in the company's future development. Today the stock price rose 13.63%, and its popularity topped the list. ZTE responded to rumors that "the mobile phone business will be partially spun off," stating that this is seriously inconsistent with the facts. Today the stock price rose 3.29%, and its popularity ranked second. Cambricon's stock price rose 10.38% with a turnover of 12.351 billion yuan, highlighting its position as a leading AI chip company, and its popularity ranked third. GigaDevice and BOE A ranked fourth and fifth respectively.

Chipown Micro's popularity rose 71 places, Silan Micro rose 56 places, Crystal Optoelectronics rose 20 places, Wingtech Technology rose 18 places, GigaDevice rose 15 places, and China Resources Micro rose 10 places.

The "penetrating analysis" function of the Jiwei public opinion system shows that today's market popularity mainly revolved around four main themes: "buybacks and shareholder returns," "rumor clarification and market response," "full-scale surge in the semiconductor industry chain," and "robotics industry and terminal innovation." Multiple companies gained high market attention due to increased buybacks, rumor clarification, performance delivery, and sector surges.

Driven by Buybacks and Shareholder Returns

Changxin Technology: The chairman proposed raising the upper limit of the buyback amount from 2 billion yuan to 5 billion yuan, signaling confidence in the company's future development. The substantial increase in the buyback cap strengthened the market's recognition of the long-term value of the memory leader. Today the stock price rose 13.63% to 44.09 yuan, and its popularity topped the list.

Dongshan Precision: On November 3, it announced that the controlling shareholder proposed a total shareholder return for 2026 of no less than 1 billion yuan. Today the stock price rose 7.04% to 94.33 yuan per share, with a turnover of 17.652 billion yuan and a total market value of 183.509 billion yuan, and its popularity ranked sixth.

Midea Group: On November 3, it announced that as of October 31, Midea Group had spent 11.757 billion yuan to cumulatively repurchase 145 million shares. The continued implementation of large-scale buybacks demonstrates the company's confidence in its long-term value, and its popularity ranked thirteenth.

Chipown Micro: On November 3, it announced a plan to use its own funds or self-raised funds to repurchase company shares through centralized bidding, with a total repurchase amount of no less than 15 million yuan and no more than 30 million yuan, and a repurchase price of no more than 114.42 yuan per share. Today the stock price rose 14.46% to 55.87 yuan per share, with a turnover of 372 million yuan and a total market value of 7.398 billion yuan. Its popularity soared 71 places to rank seventeenth.

Driven by Rumor Clarification and Market Response

ZTE: Market rumors claimed that "ZTE's mobile phone business will be partially spun off," and the company responded that this is seriously inconsistent with the facts. Clarifying the rumor stabilized market expectations. Today the stock price rose 3.29%, and its popularity ranked second.

Driven by the Full-Scale Surge in the Semiconductor Industry Chain

Cambricon: Today the stock price rose 10.38% to 847.66 yuan per share, with a turnover of 12.351 billion yuan and a total market value of 533.054 billion yuan. The AI chip leader led gains in the afternoon surge of the semiconductor industry chain, and its popularity ranked third.

GigaDevice: During an institutional research visit, it stated that both its customized memory and niche DRAM businesses are developing well; in both this year and next, the company's DRAM segment revenue will still be mainly contributed by the niche DRAM business; customer introduction and key project implementation for the customized memory business are progressing smoothly, and it is expected to enter a rapid growth channel going forward. Today the stock price rose 8.48% with a turnover of 11.349 billion yuan, and its popularity rose 15 places to rank fourth.

BOE A: Today the stock price rose 5.23% to 4.63 yuan, with a turnover of 5.476 billion yuan and a total market value of 171.515 billion yuan. The panel leader recovered along with the technology sector, and its popularity ranked fifth.

NAURA: Today the stock price hit the daily limit up, rising 10.00% to 535.50 yuan, leading the semiconductor equipment sector. The equipment leader performed strongly in the sector surge, and its popularity ranked seventh.

China Resources Micro: Today the stock price rose 7.17% to 50.06 yuan per share, with a turnover of 901 million yuan and a total market value of 66.490 billion yuan. Its popularity rose 10 places to rank eighth.

JCET: Today the stock price hit the daily limit up, rising 9.99% to 51.74 yuan, with a turnover of 5.137 billion yuan and a total market value of 92.584 billion yuan. The packaging and testing leader sealed the limit up strongly, and its popularity ranked ninth.

AMEC: Today the stock price rose 16.62% to 240.01 yuan per share, with a turnover of 8.471 billion yuan and a total market value of 229.892 billion yuan. The etching equipment leader surged, and its popularity ranked fourteenth.

Silan Micro: Today the stock price rose 8.04% to 24.19 yuan per share, with a turnover of 1.655 billion yuan and a total market value of 40.254 billion yuan. The power semiconductor sector strengthened, and its popularity soared 56 places to rank fifteenth.

Crystal Optoelectronics: Today the stock price rose 8.05% to 23.50 yuan per share, with a turnover of 1.518 billion yuan and a total market value of 32.675 billion yuan.

HC Semitek: Today the stock price rose 6.41% to 7.64 yuan per share, with a turnover of 392 million yuan and a total market value of 12.400 billion yuan.

Nexchip: Today the stock price rose 11.26% to 27.67 yuan per share, with a turnover of 694 million yuan and a total market value of 61.837 billion yuan.

Driven by the Robotics Industry and Terminal Innovation

Unitree Robotics: On November 4, at the "Internet Entrepreneurs Forum" of the 2026 World Internet Conference Wuzhen Summit, Wang Xingxing, founder of Unitree Robotics, said that the greatest value of humans at present has become evaluating AI models, or setting goals for AI to achieve; he also judged that there is a high probability that next year will be the critical point for the entire embodied intelligence industry or models. The judgment on the industry's critical point drew market attention to the pace of commercialization of humanoid robots, and its popularity ranked tenth.

About the "Listed Company Popularity Ranking"

The data in this log comes from the core public opinion monitoring product launched on the Jiwei VIP channel. It builds a comprehensive evaluation model that goes beyond simple counting, calculating from multiple dimensions such as media authority, communication penetration, and industry relevance. It is updated every 6 hours and is dedicated to restoring a true and valuable trajectory of market sentiment, serving as a precise dashboard for investors, analysts, and corporate managers to perceive market temperature.

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This article is generated based on the dynamic data of the Jiwei VIP channel and is intended to demonstrate the analytical logic and value of the public opinion product. The "Listed Company Popularity Observation Log" will continue to decode market sentiment for you.