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金海通(603061) - 股东减持股份计划公告
2025-09-22 11:17
证券代码:603061 证券简称:金海通 公告编号:2025-052 天津金海通半导体设备股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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法律责任。 重要内容提示: 大股东持股的基本情况 截至本公告披露日,上海金浦新兴产业股权投资基金合伙企业(有限合伙) (以下简称"上海金浦")持有公司股份 3,373,271 股,占公司总股本的 5.62%。 上述股份为公司首次公开发行 A 股股票并上市前取得的股份,且已上市流通。 减持计划的主要内容 上海金浦因自身资金需求,计划以集中竞价交易方式减持公司合计不超过 600,000 股股份,即不超过公司总股本的 1.00%(若计划减持期间有派息、送股、 资本公积金转增股本、配股等除权除息事项,拟减持股份数量和减持价格将相应 进行调整)。本次减持将在本减持计划公告之日起十五个交易日后的 3 个月内(即 2025 年 10 月 22 日至 2026 年 1 月 21 日)进行,减持公司股份不超过 600,000 股,即减持股份不超过公司总股本的 1.00%。 公 ...
金海通:上海金浦拟减持不超1.00%股份
Xin Lang Cai Jing· 2025-09-22 11:09
金海通公告,股东上海金浦新兴产业股权投资基金合伙企业(有限合伙)持有公司股份337.33万股,占 公司总股本5.62%,拟自2025年10月22日至2026年1月21日,以集中竞价方式减持不超过60万股,不超 过公司总股本1.00%,上述股份为IPO前取得且已上市流通。 ...
天津金海通半导体设备股份有限公司 关于持股5%以上股东部分股份解除质押的公告
Core Points - The major shareholder of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., Shanghai Xunuo Equity Investment Fund Partnership, holds 5,369,685 shares, accounting for 8.95% of the total share capital [1] - Xunuo Investment has released a pledge on 2,050,000 shares, which represents 38.18% of its total holdings and 3.42% of the company's total share capital [1] - After the release of the pledge, Xunuo Investment has a total of 1,680,000 shares pledged, which is 31.29% of its holdings and 2.80% of the total share capital [1] Pledge Release Situation - The company received a notification from Xunuo Investment regarding the release of part of its pledged shares, and the registration procedures for the release have been completed [1] - The data discrepancies in the announcement are due to rounding [1] Future Actions - Following the release of the pledge, Xunuo Investment will determine whether to pledge shares again based on future funding needs and will fulfill its obligation to inform [2] - The company will comply with relevant laws and regulations regarding timely information disclosure [2]
金海通:关于持股5%以上股东部分股份解除质押的公告
证券日报网讯 9月19日晚间,金海通发布公告称,持股5%以上股东上海旭诺股权投资基金合伙企业 (有限合伙)将其所持有的公司部分股份办理了解除质押业务,本次解除质押2,050,000股。 (编辑 楚丽君) ...
金海通(603061) - 关于持股5%以上股东部分股份解除质押的公告
2025-09-19 07:45
重要内容提示: 天津金海通半导体设备股份有限公司(以下简称"公司")持股 5%以上股 东上海旭诺股权投资基金合伙企业(有限合伙)(以下简称"旭诺投资")持有 公司股份 5,369,685 股,占公司总股本比例为 8.95%,本次解除质押 2,050,000 股, 占其持有公司股份总数的 38.18%,占公司总股本总数的 3.42%。本次股份解除 质押后,旭诺投资累计质押公司股份数为 1,680,000 股,占其持有公司股份总数 的 31.29%,占公司总股本总数的 2.80%。 证券代码:603061 证券简称:金海通 公告编号:2025-051 天津金海通半导体设备股份有限公司 关于持股5%以上股东部分股份解除质押的公告 本公司董事会、全体董事及相关股东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法律责任。 注:本公告中所涉数据的尾数差异或不符系四舍五入所致。 二、其他情况说明 本次股份解除质押后,旭诺投资将根据其未来资金需求情况确定是否进行质 押,并及时履行告知义务,公司将按照相关法律法规要求及时履行信息披露义务。 特此公告。 天津金海通半导体设备股份 ...
半导体后道测试设备:AI产业趋势下,重视本土测试设备投资机会
HUAXI Securities· 2025-09-18 08:12
Investment Rating - The report recommends a positive investment outlook for the semiconductor back-end testing equipment industry, particularly focusing on domestic testing equipment opportunities driven by the AI industry trend [2][3]. Core Insights - Advantest's stock price and performance have reached new highs, benefiting fundamentally from the global AI industry trend. The company has shown significant growth over the past year, three years, and ten years, with respective increases of +131%, +578%, and +5630% [3][11]. - The domestic back-end testing equipment market is expected to exceed 30 billion yuan, with a notable increase in demand for AI chips driving this growth. Companies like Changchuan Technology, Huafeng Measurement Control, and Jinhai Tong have reported impressive revenue growth rates of +40%, +39%, and +89% respectively in Q2 2025 [3][27]. - The report highlights the optimistic outlook for the global testing machine market, projecting a market size of $6 billion by 2025, with Advantest holding a significant market share [3][23]. Summary by Sections Advantest's Performance - Advantest's revenue and net profit for Q2 2025 were $1.79 billion and $610 million, respectively, marking year-on-year increases of +90% and +278% [3][20]. - The company's PE-TTM is currently at 46 times, significantly higher than its competitors, indicating a premium valuation due to its dominant position in the SOC and storage testing machine markets [3][16]. Domestic Testing Equipment Market - The domestic back-end testing equipment sector is experiencing a resurgence, with significant capital expenditure from downstream packaging and testing companies expected to drive demand [27][32]. - The report estimates that the domestic testing machine market will reach 22.3 billion yuan by 2026, with SOC and storage testing machines accounting for 11.1 billion and 6.7 billion yuan, respectively [48][49]. AI Chip Demand - The demand for testing machines is expected to surge due to the increasing complexity and requirements of AI chips, which necessitate longer testing times and higher performance standards [50][53]. - Major Chinese tech companies are ramping up their capital expenditures, with Alibaba's capital expenditure reaching 38.6 billion yuan in Q2 2025, reflecting a strong commitment to AI development [53][55]. Investment Recommendations - The report recommends focusing on domestic companies such as Changchuan Technology and Huafeng Measurement Control, which are well-positioned to benefit from the growing demand for AI testing machines [3][58][75]. - Changchuan Technology is highlighted as a core player in the SOC testing machine market, with a significant increase in revenue and profit margins expected due to its strong R&D capabilities and product offerings [58][62].
金海通(603061):25H1业绩同比高增,高端分选机放量助力盈利提升
Great Wall Securities· 2025-09-17 13:00
Investment Rating - The report maintains an "Accumulate" rating for the company [4] Core Views - The company has shown significant growth in H1 2025, with revenue increasing by 67.86% year-on-year to 307 million yuan and net profit rising by 91.56% to 76 million yuan [1][2] - The semiconductor packaging and testing equipment sector is experiencing a recovery, leading to increased demand for high-end testing and sorting machines, which has positively impacted the company's sales [2][9] - The company is well-positioned to benefit from the ongoing restructuring of the global semiconductor supply chain and the trend towards high-end testing equipment [9] Financial Performance Summary - Revenue projections for the company are as follows: 2023A: 347 million yuan, 2024A: 407 million yuan, 2025E: 682 million yuan, 2026E: 884 million yuan, 2027E: 1,108 million yuan, with a growth rate of 67.7% in 2025E [1][11] - Net profit projections are: 2023A: 85 million yuan, 2024A: 78 million yuan, 2025E: 188 million yuan, 2026E: 273 million yuan, 2027E: 372 million yuan, reflecting a significant increase of 139.6% in 2025E [1][11] - The company's overall gross margin for H1 2025 was 51.39%, an increase of 1.18 percentage points year-on-year, while the net profit margin was 24.72%, up by 3.05 percentage points [2] Product and Market Development Summary - The company has seen a substantial increase in sales of its EXCEED-9000 series products, which accounted for 51.37% of total sales in H1 2025, up from 25.80% in 2024 [3] - The company is actively developing customized testing and sorting solutions for specific semiconductor applications, enhancing its technological capabilities and market position [3] - The company is also investing in projects to enhance its R&D and manufacturing capabilities, which will further strengthen its competitive edge in the semiconductor testing equipment market [3][9] Market Outlook - The global semiconductor testing machine market is projected to grow from 6,053.36 million USD in 2024 to 9,927.50 million USD by 2031, with a CAGR of 6.39%, indicating a favorable market environment for the company [8] - The company is expected to benefit from the acceleration of domestic substitution trends and the growing demand for high-reliability testing equipment driven by advancements in AI and automotive electronics [8][9]
基金最新动向:走访这32家公司
Group 1 - On September 11, a total of 57 companies were investigated by institutions, with 32 companies being surveyed by funds, indicating a strong interest from institutional investors [1] - The most popular company among funds was Robotech, which had 20 participating funds, followed by Huanrui Century with 18 funds and Jinhaitong with 11 funds [1][2] - The surveyed companies were distributed across various sectors, with the machinery and equipment sector having the highest representation, featuring 7 companies [1] Group 2 - Among the surveyed companies, 3 had a total market capitalization exceeding 50 billion yuan, with China General Nuclear Power and Shenzhen South Circuit exceeding 100 billion yuan [1] - In terms of market performance, 28 out of the surveyed stocks increased in value over the past 5 days, with Shengyi Electronics, Daoshi Technology, and Shenzhen South Circuit showing significant gains of 23.13%, 21.02%, and 19.45% respectively [1][2] - Notably, Robotech saw a net inflow of 481 million yuan in the past 5 days, indicating strong investor interest [2]
金海通跌2.02%,成交额4365.54万元,主力资金净流入123.39万元
Xin Lang Cai Jing· 2025-09-09 03:16
Core Viewpoint - Jin Haitong's stock price has shown significant growth this year, but recent trading indicates a slight decline, suggesting potential volatility in the market [2]. Group 1: Stock Performance - Jin Haitong's stock price increased by 45.18% year-to-date, with a minor decline of 0.02% over the last five trading days [2]. - The stock has appreciated by 8.11% over the past 20 days and 38.98% over the last 60 days [2]. - As of September 9, the stock was trading at 104.40 yuan per share, with a market capitalization of 6.264 billion yuan [1]. Group 2: Financial Performance - For the first half of 2025, Jin Haitong reported revenue of 307 million yuan, representing a year-on-year growth of 67.86% [2]. - The net profit attributable to shareholders was 76.01 million yuan, reflecting a year-on-year increase of 91.56% [2]. - Cumulative cash dividends since the company's A-share listing amount to 35.6963 million yuan [3]. Group 3: Company Overview - Jin Haitong, established on December 24, 2012, specializes in the research, development, production, and sales of semiconductor chip testing equipment [2]. - The company's main revenue sources include testing sorting machines (86.69%), spare parts (12.43%), and other (0.88%) [2]. - Jin Haitong is classified under the electronic-semiconductor-semiconductor equipment industry and is associated with concepts such as chip, integrated circuit, semiconductor, and specialized new [2]. Group 4: Shareholder Information - As of June 30, the number of shareholders for Jin Haitong was 9,657, an increase of 5.12% from the previous period [2]. - The average number of circulating shares per shareholder was 4,331, which decreased by 4.87% compared to the previous period [2].
半导体设备行业迎来发展黄金期 16只绩优潜力股曝光
Group 1 - The semiconductor equipment industry is expected to enter a golden development period, with revenue and net profit of companies in this sector showing a continuous growth trend from 2021 to 2024, with revenue growth exceeding 25% and net profit growth exceeding 20% year-on-year [1] - Forecasts indicate that semiconductor equipment companies will maintain revenue growth rates exceeding 25% in 2025 and 2026, with 2025 potentially exceeding 30%, outpacing the overall growth of the semiconductor equipment market in mainland China [1] - A total of 16 companies are predicted to see a significant decline in forward P/E ratios, with net profit growth expected to exceed 10% for 2025 and 2026, and P/E ratios for 2026 forecasted to drop by over 20% compared to the latest rolling P/E [1] Group 2 - Specific companies such as Jing Sheng Co., Zhongke Feicai, and Fuchuang Precision are expected to see their P/E ratios decline by over 75% [1] - The table lists various semiconductor equipment companies along with their year-to-date performance, market capitalization ratios, and projected net profit growth for 2025 and 2026, highlighting significant potential in the sector [2] - For instance, Zhongke Feicai is projected to have a net profit increase of 89.98% in 2026, while Fuchuang Precision is expected to see a 55.68% increase [2]