随着汽车智能化趋势的持续渗透，车规CIS芯片的应用范围快速增长，公司在车规CIS领域的封装业务 规模与领先优势持续提升；持续加大先进封装技术的创新开发，满足客户新业务与新产品的技术需求， 在MEMS、射频滤波器等新应用领域实现商业化应用；不断优化生产工艺与管理模式，生产运营效率与 成本控制能力有效提升。得益于上述利好因素，虽然本期有汇率波动带来的财务费用增加以及股权激励 费用影响，公司整体业绩仍继续保持快速增长趋势。 格隆汇1月23日丨晶方科技(603005.SH)公布，经公司财务部门初步测算，预计2025年年度实现归属于上 市公司股东的净利润为36,500万元至38,500万元，与2024年同比增长44.41%至52.32%。扣除非经常性损 益事项后，预计2025年年度实现归属于上市公司股东的净利润约为31,500万元至33,500万元，与2024年 同比增长45.48%至54.72%。 ...

证券代码：603005 证券简称：晶方科技 公告编号：临 2026-001 苏州晶方半导体科技股份有限公司 2025年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、本期业绩预告情况 （一）业绩预告期间 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 经苏州晶方半导体科技股份有限公司（以下简称"公司"）财务部门初 步测算，预计 2025 年年度实现归属于上市公司股东的净利润为 36,500 万元至 38,500 万元，同比增长 44.41%至 52.32%。 扣除非经常性损益事项后，预计 2025 年年度实现归属于上市公司股东 的净利润约为 31,500 万元至 33,500 万元，同比增长 45.48%至 54.72%。 二、上年同期业绩情况 （一）公司2024年年度归属于上市公司股东的净利润：25,275.83万元，归属 于上市公司股东扣除非经常性损益的净利润：21,652.18万元。 （二）每股收益：0.39 元。 三、本期业绩预增的主要原因 2025 ...

Core Viewpoint - The lithography machine sector experienced a decline of 0.79%, with significant losses in companies such as Meike Technology, Chipone Microelectronics, and Kema Technology, while some companies like Tengjing Technology, Su Da Weige, and Dazhu Laser saw gains of 20.00%, 3.54%, and 3.48% respectively [1][2]. Group 1: Market Performance - The lithography machine concept ranked among the top decliners in the market, with a drop of 0.79% [1][2]. - The sector saw a net outflow of 1.017 billion yuan, with 36 stocks experiencing net outflows, and 7 stocks exceeding 100 million yuan in outflows [2]. - Zhangjiang Hi-Tech led the outflows with a net outflow of 261 million yuan, followed by Xinlai Materials and Jingfang Technology with outflows of 235 million yuan and 207 million yuan respectively [2]. Group 2: Individual Stock Performance - Tengjing Technology led the gainers in the lithography machine sector with a rise of 20.00%, followed by Su Da Weige and Dazhu Laser with increases of 3.54% and 3.48% respectively [1][5]. - The top decliners included Kema Technology with a drop of 5.31%, Chipone Microelectronics down 5.45%, and Meike Technology down 7.16% [3][4]. - The trading volume for Zhangjiang Hi-Tech was 2.53%, while Kema Technology had a turnover rate of 8.20% [3][4].

机构持仓方面，截止2025年9月30日，晶方科技十大流通股东中，东吴移动互联混合A（001323）位居 第二大流通股东，持股960.00万股，相比上期减少485.75万股。香港中央结算有限公司位居第三大流通 股东，持股897.88万股，相比上期增加489.32万股。南方中证1000ETF（512100）位居第四大流通股 东，持股596.50万股，相比上期减少5.71万股。国联安半导体ETF（512480）位居第六大流通股东，持 股445.56万股，为新进股东。华夏中证1000ETF（159845）位居第七大流通股东，持股354.50万股，相 比上期减少6000.00股。广发中证1000ETF（560010）位居第十大流通股东，持股274.04万股，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）、景顺长城电子信息产业股票A类 （010003）退出十大流通股东之列。 资料显示，苏州晶方半导体科技股份有限公司位于江苏省苏州工业园区汀兰巷29号，成立日期2005年6 月10日，上市日期2014年2月10日，公司主营业务涉及传感器领域的封装测试业务。主营业务收入构成 为：芯片封装及测试72.3 ...

Group 1 - The lithography machine concept sector rose by 2.76%, ranking 10th among concept sectors, with 39 stocks increasing in value, including Baidao Chemical and Woge Optoelectronics hitting the daily limit [1] - Notable gainers in the sector included ChipMOS Technologies, which increased by 16.26%, followed by Maolai Optics at 8.69% and Wavelength Optoelectronics at 8.10% [1] - The stocks with the largest declines were Jiangfeng Electronics, Su Da Weige, and Kema Technology, which fell by 3.02%, 1.32%, and 0.94% respectively [1] Group 2 - The lithography machine concept sector saw a net inflow of 1.075 billion yuan, with 31 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] - Baidao Chemical led the net inflow with 232 million yuan, followed by Jingfang Technology, Saiwei Electronics, and Dazhu Laser with net inflows of 171 million yuan, 153 million yuan, and 144 million yuan respectively [2] - The top net inflow ratios were recorded by Woge Optoelectronics at 19.57%, Baidao Chemical at 16.33%, and Juguang Technology at 9.33% [3] Group 3 - The trading performance of Baidao Chemical showed a daily increase of 10.01% with a turnover rate of 5.45% and a net inflow of 232.45 million yuan [3] - Jingfang Technology increased by 4.03% with a turnover rate of 11.80% and a net inflow of 171.48 million yuan [3] - Other notable performers included Saiwei Electronics with a 2.46% increase and a net inflow of 152.86 million yuan, and Dazhu Laser with a 6.72% increase and a net inflow of 144.47 million yuan [3][4]

资金面上看，今日光刻机概念板块获主力资金净流入9.49亿元，其中，30股获主力资金净流入，7股主 力资金净流入超亿元，净流入资金居首的是大族激光，今日主力资金净流入1.90亿元，净流入资金居前 的还有晶方科技、腾景科技、新莱应材等，主力资金分别净流入1.87亿元、1.70亿元、1.58亿元。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002008 | 大族激 光 | 5.46 | 5.66 | 18965.63 | 7.59 | | 603005 | 晶方科 技 | 4.62 | 11.26 | 18732.84 | 8.45 | | 688195 | 腾景科 技 | 3.74 | 8.16 | 17006.85 | 8.17 | | 300260 | 新莱应 材 | 2.49 | 15.15 | 15753.71 | 5.85 | | 002549 | 凯美特 气 | 3.06 | 12.47 | 14611.3 ...

Core Viewpoint - Jingfang Technology has shown significant growth in revenue and net profit, indicating strong operational performance in the semiconductor packaging and testing sector. Group 1: Financial Performance - As of September 30, 2025, Jingfang Technology achieved a revenue of 1.066 billion yuan, representing a year-on-year growth of 28.48% [2] - The net profit attributable to shareholders reached 274 million yuan, reflecting a year-on-year increase of 48.40% [2] - Cumulative cash dividends since the company's A-share listing amount to 496 million yuan, with 130 million yuan distributed over the past three years [2] Group 2: Shareholder and Market Activity - As of January 15, 2025, Jingfang Technology's stock price increased by 1.42%, with a trading volume of 703 million yuan [1] - The company recorded a net financing purchase of 6.36 million yuan on January 15, 2025, with a total financing balance of 11.84 billion yuan, accounting for 6.20% of the market capitalization [1] - The number of shareholders increased to 147,700, up by 7.82%, while the average number of circulating shares per person decreased by 7.26% to 4,416 shares [2] Group 3: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Dongwu Mobile Internet Mixed A, holding 9.6 million shares, a decrease of 4.8575 million shares from the previous period [3] - Hong Kong Central Clearing Limited is the third-largest shareholder with 8.9788 million shares, an increase of 489,320 shares [3] - New institutional shareholders include Guolian An Semiconductor ETF and GF Zhongzheng 1000 ETF, which have entered the top ten circulating shareholders list [3]

Group 1 - Nanda Optoelectronics is a core enterprise in the semiconductor materials field, focusing on the R&D and mass production of ArF photoresists, having achieved breakthroughs that disrupt the monopoly of Japanese and American companies in the mid-to-high-end photoresist market [1][38][39] - The company has established deep cooperation with foundries in the Yangtze River Delta and has successfully validated its ArF photoresist for 28nm processes, leading to significant order growth and capacity expansion following the introduction of U.S. semiconductor tariffs in 2026 [1][39] - The National Big Fund has provided financial support for its photoresist projects, enhancing its first-mover advantage in the domestic photoresist market [1][39] Group 2 - Tongcheng New Materials, based in Shanghai, is a leading domestic rubber additive company that has entered the photoresist market through the acquisition of Beixu Electronics, focusing on the R&D and production of KrF photoresists [2][40] - The company has established stable partnerships with major domestic foundries, achieving large-scale production of KrF photoresists widely used in memory chips and power devices [2][40] - Plans for an H-share listing in 2026 aim to raise funds for high-end photoresist R&D and capacity expansion, further enhancing its competitive edge in the domestic market [2][40] Group 3 - Dinglong Co., headquartered in Wuhan, is a leader in printing and copying consumables, diversifying into semiconductor materials with a focus on polishing pads and supporting materials for photoresists [3][41] - The company has established close cooperation with major foundries like SMIC, achieving import substitution for its CMP polishing pads, which supports its photoresist business [3][41] - Following the U.S. semiconductor tariffs, there has been a surge in demand for localized supporting materials, leading to increased orders for its photoresist and related products [3][41] Group 4 - Yake Technology, located in Jiangsu, has entered the semiconductor photoresist market through the acquisition of South Korea's UP Chemical, focusing on KrF and ArF photoresists [4][42] - The company has integrated the technical advantages of the Korean team with domestic market resources, positioning itself as a core supplier of mid-to-high-end photoresists in the global semiconductor supply chain [4][42] - The electronic specialty gas business complements its photoresist offerings, providing a one-stop material solution for foundries [4][42] Group 5 - Dongcai Technology, based in Sichuan, specializes in high polymer resin materials for photoresists, leveraging its chemical industry foundation in the Southwest [5][43] - The company has achieved batch supply of resin products for various photoresist models, including G/I line and KrF, validated by multiple domestic photoresist manufacturers [5][43] - The demand for localized raw materials has surged following the U.S. semiconductor tariffs, leading to increased production capacity and a focus on high-end resin materials for ArF photoresists [5][43] Group 6 - Lianhong New Materials, located in Shandong, produces core raw materials such as monomers and solvents for photoresists, achieving low-cost production with quality meeting import standards [6][44] - The company has established long-term partnerships with downstream photoresist manufacturers, enhancing product adaptability and market share [6][44] - The acceleration of domestic substitution due to U.S. tariffs has led to a significant increase in orders for its photoresist raw materials [6][44] Group 7 - Shengquan Group, based in Shandong, focuses on developing phenolic and epoxy resins for photoresists, achieving breakthroughs in green and high-performance materials [7][45] - The company has become a core supplier for downstream photoresist manufacturers, benefiting from the growing demand for upstream resin materials following the U.S. semiconductor tariffs [7][45] - Increased R&D investment aims to develop high-end resin materials for KrF photoresists, further extending its position in the semiconductor materials industry [7][45] Group 8 - Shanghai Xinyang, a leader in semiconductor cleaning liquids, has diversified into the photoresist market, focusing on G/I line and electroplating photoresists [8][46] - The company has achieved large-scale production of G/I line photoresists, becoming a major supplier for domestic packaging applications [8][46] - The introduction of U.S. tariffs has accelerated the domestic adoption of photoresist materials, significantly increasing order volumes for its products [8][46] Group 9 - Jingrui Electric Materials, located in Jiangsu, is a leader in microelectronic materials, with its photoresist business covering multiple models including G/I line and KrF [9][48] - The company has accumulated extensive experience in photoresist R&D and production, with KrF photoresists entering the customer validation phase [9][48] - The U.S. semiconductor tariffs have led to a significant increase in domestic procurement of photoresists, resulting in notable revenue growth for the company [9][48] Group 10 - Huamao Technology, based in Fujian, has entered the photoresist market through the acquisition of XuZhou Bokan, focusing on ArF photoresist R&D [10][49] - The company aims to leverage its technical reserves to achieve breakthroughs in the production of mid-to-high-end photoresists, particularly in automotive semiconductor applications [10][49] - The acceleration of domestic substitution due to U.S. tariffs positions the company favorably in the ArF photoresist market [10][49] Group 11 - Jingfang Technology, headquartered in Jiangsu, specializes in semiconductor packaging and testing, relying on photoresists as a core consumable in its processes [11][50] - The company is enhancing cooperation with domestic photoresist manufacturers to optimize supply chain costs amid the push for domestic substitution [11][50] - The growth in demand from automotive electronics and AIoT sectors is driving the expansion of its packaging business, indirectly benefiting from the photoresist market [11][50] Group 12 - Xinlai Yingcai, based in Jiangsu, is a leader in ultra-pure fluid equipment, providing clean production equipment for photoresist manufacturing [12][51] - The company is expanding its product offerings to include ultra-clean equipment suitable for ArF and EUV photoresist production [12][51] - The demand for clean equipment has surged following the U.S. semiconductor tariffs, leading to significant order growth [12][51] Group 13 - Hubei Yihua, located in Hubei, is a leader in basic chemicals, producing raw materials for photoresists such as chlorobenzene and phosphorus trichloride [13][53] - The company has achieved large-scale production of photoresist raw materials, benefiting from the growing demand for localized supply following U.S. tariffs [13][53] - Its integrated chemical industry advantages help reduce production costs, enhancing its competitiveness in the photoresist supply chain [13][53]

证券日报网讯1月15日，晶方科技（603005）在互动平台回答投资者提问时表示，公司将计划于2026年3 月10日对外披露2025年年度报告。关于业绩预告等情况，请关注公司的相关公告。 ...

晶方科技（603005.SH）1月15日在投资者互动平台表示，公司子公司wafertek正在牵头推进马来西亚生 产基地的建设，以顺应满足海外市场与客户的需求。目前正处在厂务系统、无尘室装修的施工阶段，同 时生产工艺与设备选型、团队组建与培训工作正在有序展开。 每经AI快讯，有投资者在投资者互动平台提问：您好董秘，请问贵司马来西亚工厂预计什么时候开始 量产，主要是负责什么类型的封装？ （文章来源：每日经济新闻） ...