Group 1 - *ST Tianmao's stock will be delisted on September 30, 2025 [1] - Duori Pharmaceutical is planning a change in control and will suspend trading from September 29 [2] - Zhonghuan Environmental is also planning a change in control and will suspend trading from September 29 [3] Group 2 - Yidao Information is planning to acquire Langguo Technology and become its controlling shareholder, suspending trading from September 29 [3] - Zhiguang Electric is planning to purchase minority stakes in its subsidiary Zhiguang Energy, suspending trading from September 29 [4] - Guanzhong Ecology's controlling shareholder intends to change to Deep Blue Finance Whale, with trading resuming on September 29; the company plans to acquire 51% of Hangzhou Actuary [5] Group 3 - Xindazheng intends to acquire 75.15% of Jiaxin Liheng to expand its business reach [6] - Boqian New Materials signed a strategic cooperation agreement, estimating sales of nickel powder products between 4.3 billion to 5 billion yuan [7] - Zhongxin Co. faces significant impact from the U.S. Department of Commerce's final ruling on anti-dumping investigations against thermoplastic molded fiber products from China and Vietnam [7] Group 4 - Xin Guang Optoelectronics' chairman and general manager, Kang Weimin, has been placed under detention measures [8] - Yalake Co. has commenced trial production for its 40,000 tons/year integrated lithium salt project [9] - United Precision's two actual controllers plan to collectively reduce their holdings by no more than 3% [10] Group 5 - Keli'er's actual controller and chairman, Nie Pengju, plans to reduce his holdings by no more than 2% [11] - Jinhaitong's Xunuo Investment plans to reduce its holdings by no more than 3% [12] - Jingsong Intelligent's Anyuan Investment plans to reduce its holdings by no more than 2.68% [13]

Group 1 - On September 28, Nanjing Bank disclosed an increase in shareholding, with BNP Paribas and its QFII increasing their stake to a total holding ratio of 17.02% [2] - Nine A-share listed companies announced share reductions, including Jisong Intelligent, Jinhai Tong, and others [1][2] Group 2 - Jisong Intelligent's shareholder Anyuan Investment plans to reduce its stake by no more than 2.6801% [2] - Jinhai Tong's shareholder Xunuo Investment intends to reduce its stake by no more than 3% [2] - Directors and executives of Dihun Network plan to collectively reduce their stake by no more than 1.63% [2] - The controlling shareholder and actual controller of United Precision plan to reduce their stake by no more than 3% [2] - Shareholders of Weiteng Electric, including Zhenjiang Guokong and Oasis New City, plan to reduce their stakes by no more than 1% each [2] - Wuhan Huikong Group intends to reduce its stake in Changjiang Communication by no more than 1% [2] - The controlling shareholder of Keli'er, Nie Pengju, plans to reduce his stake by no more than 2% [2] - Shareholder Xinjiang Runfeng plans to reduce its stake in Changxin Technology by no more than 2.60% [2] - A director and senior management personnel of Zhongtai Co. plan to reduce their shares [2]

智通财经APP讯，金海通(603061.SH)公告，公司股东旭诺投资计划以集中竞价交易方式和大宗交易方 式减持公司合计不超过180万股股份，即不超过公司总股本的3.00%。 ...

金海通（603061）(603061.SH)公告，公司股东旭诺投资计划以集中竞价交易方式和大宗交易方式减持 公司合计不超过180万股股份，即不超过公司总股本的3.00%。 ...

人民财讯9月28日电，金海通（603061）9月28日公告，上海旭诺股权投资基金合伙企业(有限合伙)(简 称"旭诺投资")持有公司8.95%股份，计划以集中竞价和大宗交易方式，减持公司合计不超过180万股股 份，即不超过公司总股本的3%。 ...

格隆汇9月28日丨金海通(603061.SH)公布，旭诺投资因自身资金需求，计划以集中竞价交易方式和大宗 交易方式减持公司合计不超过180万股股份，即不超过公司总股本的3.00%（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 次减持以集中竞价交易方式减持的，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28日至2026年1月27日）进行，减持公司股份不超过60万股，即减持股份不超过公司总股本的 1.00%；以大宗交易方式减持的，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28日至2026年1月27日）进行，减持公司股份不超过120万股，即减持股份不超过公司总股本的 2.00%。 ...

金海通(603061.SH)公告称，股东旭诺投资因自身资金需求，计划以集中竞价交易方式和大宗交易方式 减持公司合计不超过180万股股份，即不超过公司总股本的3.00%。其中，通过集中竞价交易方式减持 不超过60万股，通过大宗交易方式减持不超过120万股。减持期间为2025年10月28日至2026年1月27日。 ...

格隆汇9月28日丨金海通(603061.SH)公布，旭诺投资因自身资金需求，计划以集中竞价交易方式和大宗 交易方式减持公司合计不超过180万股股份，即不超过公司总股本的3.00%（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 次减持以集中竞价交易方式减持的，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28日至2026年1月27日）进行，减持公司股份不超过60万股，即减持股份不超过公司总股本的 1.00%；以大宗交易方式减持的，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28日至2026年1月27日）进行，减持公司股份不超过120万股，即减持股份不超过公司总股本的 2.00%。 ...

证券代码：603061 证券简称：金海通 公告编号：2025-053 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"）持有天津金海通半导体设备股份有限公司（以下简称"公司"） 股份 5,369,685 股，占公司总股本的 8.95%。 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 旭诺投资因自身资金需求，计划以集中竞价交易方式和大宗交易方式减持公 司合计不超过 1,800,000 股股份，即不超过公司总股本的 3.00%（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）。本次减持以集中竞价交易方式减持的，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 28 日至 2026 年 1 月 27 日）进 ...

Summary of Semiconductor Equipment Industry Conference Call Industry Overview - The semiconductor equipment industry is experiencing accelerated self-sufficiency in China due to geopolitical tensions and licensing restrictions, making it a key area for investment focus [1][2][3] - The global semiconductor equipment market exceeds $100 billion, with key segments including photolithography, thin film deposition, etching, metrology, cleaning, and stripping [4] Key Points and Arguments - **Photolithography**: This is the most critical subfield within semiconductor equipment. China is currently in a breakthrough phase from 0 to 1, but high-end DUV and EUV photolithography machines are blocked from import due to U.S. sanctions, creating urgent domestic replacement demand [1][5][10] - **Thin Film Deposition**: Domestic companies like Tuojing Technology, Huachuang, and Zhongwei have achieved high localization rates in CVD, PVD, and ALD technologies, indicating significant progress in self-sufficiency [1][6] - **Etching Technology**: Companies such as Zhongwei and Huachuang have made notable advancements in CCP and ICP etching technologies, achieving a high level of self-sufficiency [1][7] - **Metrology Equipment**: The domestic localization rate is low (below 15%), with companies like Zhongke Feimeasure and Jingce Electronics making some breakthroughs, but large-scale production will take time [1][8] - **Back-end Testing and Sorting Equipment**: Companies like Changchuan Technology and Jinhai Tong have made significant progress and show strong profitability in this area [1][9] Market Catalysts - The establishment of Changjiang Storage's third phase marks a new stage in capacity expansion, positively impacting future capital expenditures [3] - The revocation of certain licenses for wafer fabs in China by the U.S. has increased the difficulty for foreign companies to produce chips in China, further driving the need for domestic semiconductor equipment and materials [3] Demand Dynamics - **Advanced Logic and Storage Expansion**: Domestic wafer foundries are investing steadily in mature processes, while demand for advanced processes, particularly AI computing chips, is high but supply is insufficient [11][12] - **Storage Sector**: The expansion in NAND and DRAM is robust, with Changxin Storage's third phase expected to generate hundreds of billions of RMB in domestic equipment demand. The urgent need for DRAM, especially HBM, will significantly boost related packaging production [13] Investment Opportunities - Focus on platform companies (e.g., Beifang Huachuang, Zhongwei) and specialized companies (e.g., Zhongke Feimeasure, Jingce Electronics) as well as photolithography-related enterprises [2][15] - The slow progress in the localization of semiconductor equipment components presents potential investment opportunities, especially as AI technology drives industry growth [16] Characteristics of Semiconductor Equipment Components Market - The market for semiconductor equipment components is characterized by small batch sizes, diverse products, customization, and variability. Companies with expansion potential and platform logic are expected to grow into quality enterprises [17] Specific Types of Components to Watch - Recommended focus on components such as pipelines, valves, ceramic parts, machined parts, and spray heads, as well as photolithography-related components, which may present investment opportunities [18]