格隆汇1月6日丨金海通(603061.SH)公布，公司收到公司持股5%以上股东上海金浦新兴产业股权投资基 金合伙企业（有限合伙）（简称"上海金浦"）《简式权益变动报告书》，其于2025年10月22日至2026年 1月6日期间通过集中竞价方式累计减持公司股份37.33万股，占公司股份总数的0.62%。本次权益变动 后，上海金浦持有公司股份比例由5.62%变动为5.00%，触及5%刻度。 ...

金海通公告，持股5%以上股东上海金浦新兴产业股权投资基金合伙企业（有限合伙）于2025年10月22 日至2026年1月6日期间通过集中竞价方式累计减持公司股份37.33万股，占公司股份总数的0.62%。本次 权益变动后，上海金浦持有公司股份比例由5.62%变动为5.00%，触及5%刻度。 ...

Group 1 - The semiconductor sector is experiencing a strong performance, with notable stocks such as Lian Micro and Jinhaitong reaching their daily limit up, and Kema Technology increasing by over 10% [1] - Key stocks in the semiconductor sector include Kema Technology (+10.06%), Lian Micro (+10.00%), and Jinhaitong (+10.00%), with their respective market values and current prices highlighted [2] - The Hong Kong semiconductor market is also showing strength, with stocks like Naxin Micro and Tianyue Advanced increasing by over 6% and 4% respectively [2][3] Group 2 - Specific stock performance includes Naxin Micro at 128.000 (+6.14%), Tianyue Advanced at 61.250 (+4.17%), and ASMPT at 85.300 (+3.77%), indicating a positive trend in the market [3] - Other notable performers in the Hong Kong market include Zhongxin International (+1.76%) and Hongguang Semiconductor (+1.04%), contributing to the overall positive sentiment in the semiconductor sector [3]

（文章来源：证券时报网） 证券时报·数据宝统计显示，金海通所属的电子行业，目前整体涨幅为0.85%，行业内，目前股价上涨的 有366只，涨幅居前的有苏大维格、东微半导、盈趣科技等，涨幅分别为15.14%、14.23%、9.98%。股 价下跌的有120只，跌幅居前的有ST得润、信维通信、富信科技等，跌幅分别为5.04%、4.66%、 3.77%。 公司发布的三季报数据显示，前三季度公司共实现营业收入4.82亿元，同比增长87.88%，实现净利润 1.25亿元，同比增长178.18%，基本每股收益为2.1600元，加权平均净资产收益率8.95%。（数据宝） 金海通股价创出历史新高，截至9:38，该股上涨8.81%，股价报168.04元，成交量155.93万股，成交金额 2.59亿元，换手率3.73%，该股最新A股总市值达100.82亿元，该股A股流通市值70.28亿元。 ...

半导体设备板块持续走强，金海通涨停，京仪装备涨超9%，中微公司、北方华创、华海清科涨幅居 前。 ...

Group 1 - The semiconductor equipment index has significantly outperformed the market since the beginning of 2025, with a cumulative increase of 62.3% compared to the Shanghai Composite Index's 42.0% [3][13] - The semiconductor industry is experiencing high prosperity, with the global semiconductor market expected to reach a historical high of $760.7 billion in 2026, driven by AI [3][36] - The domestic semiconductor equipment market is seeing a strong recovery in wafer fab capacity utilization and expansion willingness, supported by the AI-driven storage supercycle [3][36] Group 2 - Four key investment directions are recommended: 1. Focus on etching and thin film equipment leaders driven by AI storage supercycle [3] 2. Domestic lithography machine production is expected to achieve mass production in 2026, boosting subsystem and component companies [3] 3. ALD equipment is entering a golden development period, especially in advanced logic and storage fields [3] 4. Advanced packaging continues to follow Moore's Law, providing significant opportunities for domestic equipment manufacturers [3] Group 3 - Investment suggestions include leading companies such as North China Innovation, Zhongwei Company, and TuoJing Technology, as well as high-elasticity targets like XinYuanWei and HuaHaiQingKe [3] - The overall revenue of the semiconductor equipment industry is projected to grow by 36% year-on-year in the third quarter of 2025, with leading companies maintaining high growth rates [15] - The overall net profit of the semiconductor equipment industry is expected to increase by 22% year-on-year in the third quarter of 2025, with significant profit acceleration from companies like Shengmei and TuoJing [15][24] Group 4 - The semiconductor industry is expected to continue its growth trajectory, with AI as the core engine driving the market [36] - The global semiconductor market is projected to grow at a compound annual growth rate of 5.6% from 2004 to 2024, with a significant recovery and expansion phase starting from 2023 [36] - The capital expenditure of the top eight cloud service providers is expected to increase by 40% in 2026, reaching $600 billion, further supporting the semiconductor market growth [36]

天津金海通半导体设备股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日召开公司第二届董事会第十五次会议，审议通过了《关于公司<2025 年员工持 股计划（草案）>及其摘要的议案》及相关议案，并于 2025 年 7 月 14 日召开公 司 2025 年第二次临时股东大会，审议通过了《关于公司<2025 年员工持股计划 （草案）>及其摘要的议案》及相关议案。具体内容详见公司分别于 2025 年 6 月 28 日、2025 年 7 月 15 日在上海证券交易所网站（www.sse.com.cn）披露的相 关公告。 2025 年 9 月 1 日，公司收到中国证券登记结算有限责任公司出具的《过户 登记确认书》，2025 年员工持股计划首次受让部分对应的标的股票合计 164.887 万股已于 2025 年 8 月 29 日以非交易过户的方式从公司回购专用证券账户过户至 公司 2025 年员工持股计划证券账户。由于首次受让部分非交易过户前，存在部 分员工因个人原因自愿放弃认购全部或部分获授份额的情形，管理委员会已将因 员工放弃而收回的份额 344.7167 万份（对应公司 A 股普通股 8.59 万股）调整 ...

Group 1 - The core viewpoint of the news is that Jin Haitong has shown significant stock performance and financial growth in the semiconductor equipment industry, with a notable increase in both stock price and revenue [1][2]. - As of December 25, Jin Haitong's stock price increased by 2.02% to 147.60 CNY per share, with a total market capitalization of 8.856 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 105.26%, with a 7.82% rise in the last five trading days and a 19.73% increase over the past 20 days [1]. Group 2 - Jin Haitong's main business involves the research, production, and sales of semiconductor chip testing equipment, with revenue composition being 86.69% from testing sorting machines, 12.43% from spare parts, and 0.88% from other sources [1]. - For the period from January to September 2025, Jin Haitong achieved operating revenue of 482 million CNY, representing a year-on-year growth of 87.88%, and a net profit attributable to shareholders of 125 million CNY, reflecting a growth of 178.18% [2]. - As of September 30, 2025, the number of Jin Haitong's shareholders increased by 10.28% to 10,600, while the average number of circulating shares per person decreased by 9.32% to 3,927 shares [2].

Group 1 - The company held its 21st meeting of the second board of directors on December 23, 2025, to discuss key resolutions, including the allocation of reserved shares for the 2025 employee stock ownership plan [2][3] - The board approved the allocation of 3,447,167 shares, corresponding to 85,900 A-shares, to no more than 20 participants, including 5 directors and senior management, with a subscription price of 40.13 yuan per share [3][26] - The board also approved the 2026 "Quality Improvement and Efficiency Enhancement" action plan, aimed at improving company quality and investor returns [7][10] Group 2 - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 482 million yuan, up 87.88% year-on-year, and net profit of 125 million yuan, up 178.18% year-on-year [11] - The company plans to focus on product innovation and technology upgrades in the integrated circuit testing and sorting machine sector, enhancing its core competitiveness and profitability [11][12] - The company aims to expand its global market presence and improve customer service, with the opening of a production operation center in Malaysia in 2025 [13] Group 3 - The company is committed to improving corporate governance and compliance, having canceled its supervisory board and transferred its functions to the audit committee of the board [14][15] - The company emphasizes enhancing information disclosure and investor relations management, ensuring transparency and effective communication with investors [16] - The company maintains a stable profit distribution policy, having repurchased 2,423,970 shares in 2024, and plans to continue rewarding investors while balancing sustainable development [17][18] Group 4 - The company has implemented an employee stock ownership plan to align the interests of management and shareholders, enhancing motivation and retention of key talent [19] - The company will continue to refine its governance and operational standards, fulfilling its responsibilities as a listed company and protecting shareholder interests [20][21]

Core Viewpoint - The company, Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., has announced its 2026 "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan, focusing on enhancing its core business, governance, investor communication, and shareholder returns in response to regulatory initiatives aimed at improving the quality of listed companies. Group 1: Business Focus and Development - The company specializes in the research, production, and sales of integrated circuit testing and sorting machines, serving a diverse customer base including semiconductor packaging and testing companies, foundries, IDM firms, and chip design companies [1] - In the first three quarters of 2025, the company achieved a revenue of 482 million yuan, an increase of 87.88% year-on-year, and a net profit of 125 million yuan, up 178.18% year-on-year [2] - The company plans to deepen its focus on the integrated circuit testing and sorting field, enhancing its technological innovation capabilities to meet diverse testing needs and improve core competitiveness and profitability [2][3] Group 2: R&D and Technological Innovation - The company is increasing its R&D investment, with the "Semiconductor Testing Equipment Intelligent Manufacturing and Innovation R&D Center Phase I" project scheduled to be operational in 2026, enhancing its comprehensive competitiveness in R&D and intelligent manufacturing [3] - Continuous product innovation and technological upgrades will be pursued to solidify the company's competitive advantages in the market [2] Group 3: Global Market Expansion - The company is intensifying its market promotion efforts and enhancing its global service capabilities, with the "Malaysia Production and Operations Center" set to support closer proximity to global markets and customer needs [4] - Plans for 2026 include actively expanding the customer base and deepening existing customer relationships [4] Group 4: Governance and Compliance - The company has established a governance structure in compliance with relevant laws and regulations, ensuring a balance of power among shareholders, the board, and management [7] - In December 2025, the company canceled its supervisory board, transferring its functions to the audit committee of the board, and revised its governance documents accordingly [7] Group 5: Investor Relations and Communication - The company emphasizes improving information disclosure and investor relations management, ensuring transparency and effective communication with investors through various channels [9] - Plans for 2026 include continuing to enhance information disclosure levels and responding to investor concerns promptly [9] Group 6: Shareholder Return Mechanism - The company adheres to a prudent profit distribution policy, balancing short-term cash dividends with long-term returns, and has actively engaged in cash dividends and share buyback plans since its listing [10] - In 2024, the company repurchased 2.42397 million shares to enhance investor confidence [10] Group 7: Employee Incentives and Alignment - The company has implemented employee stock ownership plans to align the interests of management and shareholders, fostering high-quality development [11] - Plans for 2026 include reviewing the unlocking of shares related to the employee stock ownership plan based on performance [12]