Market Overview - The automation equipment sector increased by 0.1% on July 29, with Jieput leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Performers - Jieput (688025) closed at 94.60, up 6.40% with a trading volume of 31,200 lots and a transaction value of 288 million [1] - Tianzhun Technology (688003) closed at 50.46, up 4.67% with a trading volume of 72,400 lots and a transaction value of 361 million [1] - Quick Intelligent (603203) closed at 26.47, up 3.00% with a trading volume of 51,900 lots and a transaction value of 136 million [1] Underperformers - Oke Technology (001223) closed at 43.08, down 3.95% with a trading volume of 16,700 lots and a transaction value of 73 million [2] - Dazhu Laser (002008) closed at 27.45, down 2.24% with a trading volume of 334,700 lots and a transaction value of 918 million [2] - Sanfeng Intelligent (300276) closed at 10.13, down 2.22% with a trading volume of 598,200 lots and a transaction value of 606 million [2] Capital Flow - The automation equipment sector experienced a net outflow of 915 million from institutional investors, while retail investors saw a net inflow of 998 million [2][3] - The capital flow for major stocks in the sector indicates mixed trends, with some stocks experiencing significant outflows from institutional and speculative investors [3] Notable Capital Movements - Huagong Technology (000988) had a net inflow of 1.15 million from institutional investors but saw outflows from both speculative and retail investors [3] - Zhongkong Technology (688777) recorded a net inflow of 114 million from institutional investors, while speculative and retail investors experienced outflows [3] - Tianzhun Technology (688003) had a net inflow of 14.5 million from institutional investors, with minor outflows from speculative and retail investors [3]

特此公告。 快克智能装备股份有限公司董事会 关于完成注册资本工商变更登记的公告 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。 快克智能装备股份有限公司（以下简称"公司"或"快克智能"）于 2025 年 7 月 10 日在中国证券登记结算有限责任公司上海分公司完成了公司 2025 年限 制性股票激励计划之限制性股票首次授予的股份登记工作。公司股本总数由 249,153,318 股增加至 253,661,118 股，具体内容详见公司于 2025 年 7 月 12 日 在上海证券交易所网站（www.sse.com.cn）及指定媒体披露的《快克智能关于 2025 年限制性股票激励计划限制性股票首次授予结果公告》（公告编号： 2025-030）。 近日，公司已完成本次股本变动涉及的注册资本工商变更登记，并对《公 司章程》进行了工商备案，现已取得常州市市场监督管理局颁发的《营业执照》。 登记信息变更后，公司注册资本变更为 25,366.1118 万元人民币，其他信息保持 不变。 证券代码：603203 证券简称：快克智能 公告编号 ...

Group 1 - The semiconductor packaging equipment industry is experiencing robust growth in China, driven by strong demand in emerging applications such as smartphones, AI, IoT, and automotive electronics. The sales revenue for semiconductor packaging equipment in China is projected to reach 28.27 billion yuan in 2024, representing a year-on-year increase of 18.93% [1][18] - The industry is expected to continue evolving towards high-density, high-performance, and high-reliability equipment due to rapid advancements in technologies like 5G, IoT, and AI [1][18] - The global semiconductor equipment market is also witnessing significant growth, with sales expected to reach 117.1 billion USD in 2024, a 10.16% increase from 2023 [15][17] Group 2 - Key players in the semiconductor packaging equipment market include both international leaders such as ASM Pacific Technology, Kulicke & Soffa, and local Chinese companies like North Huachuang, Shengmei Semiconductor, and Xinyi Chang [21][23] - North Huachuang's revenue from electronic process equipment is projected to be 27.707 billion yuan in 2024, marking a 41.28% increase [23] - Shengmei Semiconductor's revenue is expected to reach 5.44 billion yuan in 2024, reflecting a 46.43% growth [25] Group 3 - The semiconductor packaging equipment industry is supported by various policies aimed at promoting domestic production and technological breakthroughs, including the implementation of national standards and talent cultivation initiatives [8][10] - The industry is characterized by a complex supply chain, with upstream components including sensors and subsystems, midstream manufacturing, and downstream applications serving OSATs, IDMs, and foundries [11][13] Group 4 - The industry is witnessing a shift towards high precision and intelligent equipment, with advancements in packaging technologies such as Chiplet and 3D IC driving innovation [27] - New application scenarios, particularly in electric vehicles and AI chips, are creating additional market opportunities for specialized packaging equipment [28] - The construction of digital factories is transforming traditional equipment operation and maintenance, enhancing efficiency through real-time data collection and predictive maintenance [29]

根据《关于上市公司实施员工持股计划试点的指导意见》及《上海证券交易 所上市公司自律监管指引第 1 号——规范运作》的要求，现将公司 2025 年员工 持股计划（以下简称"本次员工持股计划"）实施进展情况公告如下： 根据信永中和会计师事务所(特殊普通合伙)出具的验资报告，截止 2025 年 总额为 10,409,208.00 元，认缴股数为 96.92 万股。股票来源为公司回购专用证 券账户的股份。 证券代码：603203 证券简称：快克智能 公告编号：2025-031 快克智能装备股份有限公司 关于公司 2025 年员工持股计划非交易过户完成的公告 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。 快克智能装备股份有限公司（以下简称"公司"或"快克智能"）于 2025 年 4 月 28 日召开公司第四届董事会第十八次会议，审议通过了《关于 <公司 ensp="ensp"> 年员工持股计划（草案）>及其摘要的议案》 《关于公司<2025 年员工持股计划实 施考核管理办法>的议案》等议案，具体内容详见公司在上海证券交易所网站 ...

证券代码：603203 证券简称：快克智能 公告编号：2025-031 2025 年７月 15 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》，确认公司回购专用证券账户所持有的 96.92 万股公司股票已于 2025 年 7 月 14 日通过非交易过户形式过户至"快克智能装备股份有限公司－ 2025 年员工持股计划"证券账户，过户价格为 10.74 元/股。截至本公告日，公 司 2025 年员工持股计划持有的公司股份数量为 96.92 万股，占目前公司总股本 的 0.38%。 根据《快克智能装备股份有限公司 2025 年员工持股计划（草案）》的相关规 定： 1、本员工持股计划的存续期为 48 个月，自本员工持股计划草案经公司股东 大会审议通过且公司公告最后一笔公司股票过户至本员工持股计划名下之日起 计算。本员工持股计划在存续期届满时如未展期则自行终止。 2、本员工持股计划所获标的股票分三期解锁，解锁时点分别为自公司公告 最后一笔标的股票过户至本员工持股计划名下之日起满 12 个月、24 个月、36 个月，每期解锁的标的股票比例分别为 40%、30%、30%。各年度实际解锁比例根 据持有人的 ...

证券代码：603203 证券简称：快克智能 公告编号：2025-030 快克智能装备股份有限公司 关于 2025 年限制性股票激励计划限制性股票首次授予结果 公告 2、本次限制性股票首次授予数量：450.78 万股。 3、本次限制性股票首次授予人数：258 名。 4、本次限制性股票授予价格：10.74 元/股。 5、本次限制性股票的股票来源：本激励计划涉及的标的股票来源为向激励 对象定向发行本公司人民币 A 股普通股股票。 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： 根据中国证券监督管理委员会《上市公司股权激励管理办法》、上海证券交 易所、中国证券登记结算有限责任公司上海分公司有关规则的规定，快克智能装 备股份有限公司（以下简称"公司"或"本公司"）已于近日完成了公司 2025 年限制性股票激励计划（以下简称"本激励计划"）限制性股票的首次授予登记 工作，有关具体情况如下： 一、限制性股票首次授予情况 2025 年 6 月 12 日，公司召开第五届董事会第二次会议，审议通过了《关于 调整 2025 年 ...

Group 1: Engineering Machinery - The engineering machinery industry is experiencing a cyclical recovery, with domestic demand showing signs of improvement and export growth driven by emerging markets such as Southeast Asia, Africa, and the Middle East [4][6] - Domestic engineering machinery demand is expected to continue its upward trend, supported by a peak in equipment replacement and increased investment in infrastructure projects, with local government bond issuance rising by 84% year-on-year in the first four months of 2025 [6] - The export value of engineering machinery reached USD 5.152 billion in April 2025, marking a year-on-year increase of 12.7%, with total exports from January to April amounting to USD 18.07 billion, up 9.01% year-on-year [6][8] Group 2: Semiconductor Equipment - The domestic semiconductor equipment industry is poised for expansion, with significant capital expenditure expected for 300mm wafer fabs in China, projected to exceed USD 100 billion from 2025 to 2027 [10][13] - The trend towards self-sufficiency in semiconductor equipment is accelerating, with low domestic localization rates in critical equipment categories, indicating substantial room for import substitution [11][13] - Investment opportunities are highlighted in companies such as Zhongwei Company, Northern Huachuang, and Quick Intelligent [13][25] Group 3: Industrial Mother Machines - The machine tool industry is on an upward cycle due to ongoing domestic substitution and increasing demand for high-end machine tools, with government policies supporting tax incentives and talent development [14][16] - Short-term performance improvements are anticipated as the industry enters a renewal phase [16] Group 4: Traditional Energy Equipment - The traditional energy equipment sector is benefiting from low oil inventories in the U.S. and the upcoming peak consumption season, which is expected to support rising oil prices [17][19] - Geopolitical factors, including U.S.-Iran negotiations and the Russia-Ukraine conflict, are influencing market dynamics [19] - Companies such as Nuwei Co., Xizhuang Co., and Jerry Co. are recommended for investment [19][25] Group 5: New Energy Equipment - The controlled nuclear fusion sector is witnessing increased capital expenditure and technological advancements, with a growing number of startups and active financing in the past five years [20][24] - Significant progress in nuclear fusion technology has been made, with multiple records achieved in plasma operation [24] - Investment opportunities include companies like Hezhuan Intelligent, Xizhuang Co., and Jingda Co. [24][25]

Market Overview - The A-share market experienced fluctuations on July 1, with the Shanghai Composite Index rising by 0.09%, while the Shenzhen Component Index and the ChiNext Index fell by 0.34% and 0.57% respectively [2][4]. Chip Industry - The chip industry chain continued to rise, with sectors such as photolithography machines and advanced packaging leading the gains. Notable stocks like Blue Eagle Equipment and San Chao New Materials reached the daily limit of 20% increase [6][8]. - The photolithography machine segment is highlighted as a core area for self-sufficiency, with significant market share in semiconductor equipment. Domestic demand for photolithography machines is expected to remain strong as local wafer fabs continue to expand [8]. Stablecoin Concept Stocks - Stablecoin concept stocks saw a significant decline, with companies like Jingbeifang, Xiongdi Technology, and Cuiwei Co. all dropping over 6% [9][10]. - The current divergence in monetary policy between the U.S. government and the Federal Reserve has created uncertainty regarding the future of stablecoin legislation, which is closely tied to the core issue of U.S. dollar issuance rights [10][11].

Group 1 - The advanced packaging sector continues to rise, with multiple stocks hitting the daily limit, including Tongxingda (002845), Kangda New Materials (002669), Landi Group (603726), Kuaike Intelligent (603203), and Bomin Electronics (603936) [1]

Group 1 - The company has adjusted the purchase price for the 2025 employee stock ownership plan to 10.74 yuan per share after a cash dividend distribution of 0.65 yuan per share [2][3] - The total number of shares eligible for the cash dividend distribution is 248,184,118 shares, resulting in a total cash dividend payout of approximately 161.32 million yuan (including tax) [2] - The adjustment of the purchase price is in accordance with the company's regulations and does not require further approval from the shareholders' meeting as it falls within the authorized scope [3] Group 2 - The adjustment will not have a substantial impact on the company's financial condition or operating results [3]