Core Viewpoint - The company is progressing with the Nanzhu project as planned, with the main construction completed and production expected to commence in the first half of this year [1] Group 1 - The main construction of the Nanzhu project has been completed [1] - Renovation and acceptance have been passed, allowing for production to begin [1] - The company currently has a high capacity utilization rate [1]

Core Viewpoint - The company emphasizes its commitment to research and development, focusing on cutting-edge technology and core customer needs to enhance its competitive edge [1] Group 1 - The company is dedicated to increasing its investment in research and development [1] - The company maintains close communication with clients to better understand and address their core needs [1] - The company aims to continuously improve its core competitiveness in the industry [1]

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]

Group 1 - The company has recently achieved important patents in the field of "Sham lens," which are applied to the development of core equipment, enhancing product competitiveness [1] - The information regarding these patents should be referenced from publicly disclosed content [1] - The company responded to investor inquiries on an interactive platform regarding the impact of these patents [1]

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]

Investment Thesis - The semiconductor equipment industry is expected to see significant growth driven by AI-related demand, with capital expenditures entering a new upward cycle. The global semiconductor equipment market is projected to reach a record high, supported by advancements in advanced logic and memory production [2][29] - The transition from FinFET to GAA/CFET in advanced logic and the upgrade of DRAM and 3D NAND technologies are leading to substantial increases in capital investment per unit of production capacity [2][29] - The domestic semiconductor equipment market is experiencing a shift towards localization due to external sanctions, with the domestic procurement rate for critical equipment expected to rise significantly [2][29] Industry Performance - The semiconductor equipment companies are showing robust revenue growth, with total revenues for selected companies reaching 732.2 billion yuan in 2024, a year-on-year increase of 33%, and 648.0 billion yuan in the first three quarters of 2025, a 32% increase [12][26] - The net profit attributable to shareholders is projected to be 119.0 billion yuan in 2024, up 15% year-on-year, and 110.4 billion yuan in the first three quarters of 2025, reflecting a 28% increase [12][26] - The industry is maintaining high R&D investment levels, with R&D expenditures reaching 139.88 billion yuan in 2024, a 34.7% increase year-on-year [22][26] Market Dynamics - The global semiconductor equipment market is expected to grow to 133 billion USD in 2025, driven by AI investments, with further growth anticipated in subsequent years [30][32] - China is becoming a crucial market for semiconductor equipment, with its market share expected to reach 42% of global sales by 2024, significantly higher than other regions [33][36] - The domestic wafer manufacturing capacity is projected to increase from 16% in 2021 to 22% in 2024, indicating substantial room for growth in local production capabilities [36][38] Company Insights - Key domestic companies such as North Huachuang and Zhongwei Company are recommended for investment due to their strong market positions and growth potential in the semiconductor equipment sector [2][12] - The upcoming IPOs of major storage manufacturers are expected to provide significant capital for expansion, with Longxin Storage projected to achieve revenues of 550-580 billion yuan in 2025, reflecting a growth rate of 127%-140% [54][58] - The production capacity of leading domestic manufacturers is still significantly lower than that of international leaders, indicating potential for future expansion [50][49]

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]