（编辑 丛可心） 证券日报网讯 2月27日，赛腾股份在互动平台回答投资者提问时表示，南浔项目按计划进行中，目前主 体基建已完工，装修及验收通过后可投产，预计今年上半年可陆续投产，具体请以公司公告、官网发布 的信息为准。公司目前产能利用率较高。 ...

证券日报网讯2月27日，赛腾股份（603283）在互动平台回答投资者提问时表示，公司始终聚焦研发投 入，紧跟行业前沿技术发展，通过与客户密切沟通，持续深挖核心需求，不断提升核心竞争力。 ...

Core Viewpoint - The company, Saiteng Co., Ltd. (603283.SH), announced a significant shareholding change involving a major shareholder, Ms. Zeng Hui, who reduced her stake in the company [1] Group 1: Shareholding Changes - Ms. Zeng Hui notified the company that she reduced her shareholding by a total of 1.05 million shares between February 25 and February 26, 2026 [1] - This reduction represents 0.39% of the company's total share capital [1] - Following this transaction, Ms. Zeng's ownership percentage decreased from 19.24% to 18.85%, marking a change that touches the 1% threshold [1]

Group 1 - The core point of the article is that the shareholder, Ms. Zeng Hui, has reduced her stake in the company, Saiteng Co., Ltd. (603283.SH), by selling a total of 1.05 million shares, which represents 0.39% of the company's total share capital [1] - Following the share reduction, Ms. Zeng's ownership percentage decreased from 19.24% to 18.85%, indicating a significant change in her equity position [1] - The reduction in shareholding occurred between February 25 and February 26, 2026, through centralized bidding and block trading methods [1]

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，能介绍近期几个重要的专利吗？比方说沙 姆镜头等，影响力如何？ 赛腾股份（603283.SH）2月27日在投资者互动平台表示，公司近期在沙姆镜头等领域取得的重要专 利，均应用于公司核心设备研发，有助于提升产品竞争力。相关信息请以公开披露内容为准。 （记者 张明双） ...

Group 1 - The company is progressing as planned with the construction of the Nanxun project, with the main infrastructure completed and expected to commence production in the first half of this year after decoration and acceptance [1] - The company currently has a high capacity utilization rate across its major factories [1]

证券代码：603283 证券简称：赛腾股份 公告编号：2026-005 苏州赛腾精密电子股份有限公司关于 持股 5%以上股东权益变动触及 1%刻度的提示性公告 曾慧保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 19.24% | | | | 权益变动后合计比例 | 18.85% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、 信息披露义务人的基本信息 1.身份类别 投资者的身份 ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他 / （请注明） 注：上述主体无一致行动人。 2.信息披露义务人信息 | 信息披露义务人名称 | | | 投资者身份 | 统一社会 ...

Core Viewpoint - The announcement from Saiteng Co., Ltd. indicates a significant share reduction by shareholder Zeng Hui, which may lead to potential changes in company control due to the divorce-related share division with Sun Feng [1] Group 1: Shareholder Actions - On February 25-26, 2026, shareholder Zeng Hui reduced her stake by 1.05 million shares, representing 0.39% of the total share capital [1] - Zeng Hui's shareholding decreased from 19.24% to 18.85%, reaching a threshold of 1% [1] - This reduction is part of a previously planned action and does not violate any commitments or trigger a mandatory takeover bid [1] Group 2: Control Changes - Following the divorce and subsequent share division, Sun Feng holds 19.88% of the shares while Zeng Hui holds 18.85% [1] - The potential change in company control is under discussion as both parties negotiate future arrangements [1]

证券研究报告 2026年度半导体设备行业策略： 看好存储&先进逻辑扩产， 设备商国产化迎新机遇 首席证券分析师：周尔双 执业证书编号：S0600515110002 zhouersh@dwzq.com.cn 13915521100 证券分析师：李文意 执业证书编号：S0600524080005 liwenyi@dwzq.com.cn 18867136239 2026年2月27日 请务必阅读正文之后的免责声明部分 投资要点 ⚫ AI驱动先进逻辑与存储扩产，资本开支进入新一轮上行周期。在AI算力需求爆发背景下，全球半导体设备市 场规模持续创新高。先进逻辑端，FinFET向GAA/CFET演进，5nm及以下制程单位产能设备投资额显著提升 ，单万片/月产能投资额较28nm提升数倍；存储端，HBM带动DRAM高阶制程升级，3D NAND向400层以上 堆叠演进，单万片产能投资额同步提升。中国大陆晶圆产能全球占比仍低于销售占比，逻辑与存储龙头资本 开支维持高位，叠加两大存储厂商上市融资在即，扩产动能具备持续性，支撑前道设备景气度中长期上行。 ⚫ 制程迭代推动设备结构升级，刻蚀与薄膜沉积价值量提升。先进制程结构复杂化带动图形 ...

Summary of Key Points Core Viewpoint - On February 26, 2026, Saiteng Co., Ltd. executed a block trade of 450,000 shares, amounting to 20.92 million yuan, which represented 2.45% of the total trading volume for the day. The transaction price was 46.49 yuan, reflecting a discount of 10.48% compared to the market closing price of 51.93 yuan [1]. Group 1 - The block trade involved a total of 450,000 shares of Saiteng Co., Ltd. [1] - The total transaction value was 20.92 million yuan [1] - The transaction price was 46.49 yuan per share, which is a 10.48% discount from the market closing price [1]