Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

证券代码：603283 证券简称：赛腾股份 公告编号：2026-003 苏州赛腾精密电子股份有限公司 股票交易异常波动公告 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法律责任。 重要内容提示： 针对公司股票异常波动，公司对有关事项进行核查，现将有关情况说明如下： （一）生产经营情况 经公司自查，公司目前生产经营活动正常，公司不存在影响公司股票交易异 常波动的重大事项，不存在其他应披露而未披露的重大信息。 （二）重大事项情况 苏州赛腾精密电子股份有限公司（以下简称 "公司"）股票于 2026 年 1 月 15 日、1 月 16 日、1 月 19 日连续三个交易日内日收盘价格涨幅偏离值累计 达 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 经公司自查，并函询公司股东孙丰先生、曾慧女士，截至本公告披露日， 除在公司指定信息披露媒体及上海证券交易所网站披露的相关信息外，不存在应 披露而未披露的重大信息。公司于 2026 年 1 月 8 日披露了《苏州赛腾精密电子 股份有限公司股东减持股份计划公告》（公告编号：20 ...

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

Group 1 - The automation equipment sector increased by 0.21% on January 19, with Tianzhong Precision leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the automation equipment sector showed significant price increases, with Tianzhong Precision rising by 11.30% to a closing price of 22.75 [1] Group 2 - The sector saw a net inflow of 345 million yuan from institutional investors, while retail investors experienced a net outflow of 331 million yuan [2][3] - Major stocks like Saiteng Co. and Dazhu Laser had notable net inflows from institutional investors, indicating strong interest [3] - The overall trading volume and turnover in the automation equipment sector reflected active market participation, with significant transactions recorded [2]

据天眼查APP显示，苏州赛腾精密电子股份有限公司成立于2007年06月19日，注册资本27117.4033万人 民币。 （文章来源：证券时报网） 数据宝统计，截至10:14，赛腾股份成交额19.34亿元，创2024年11月13日以来新高。最新股价上涨 9.99%，换手率13.47%。上一交易日该股全天成交额为16.18亿元。 ...

Group 1 - The stock of Purun Co., Ltd. increased by over 9% [1] - Previously, Saiteng Co., Ltd. hit the daily limit up [1] - Other companies such as Yingxin Development, Deep Technology, Kangqiang Electronics, and Kaipu Cloud also experienced gains [1]

据交易所数据显示， 赛腾股份连续两个交易日涨停，晋级2连板。该股今日于10时11分封涨停，成交额 19.46亿元，换手率13.55%。金融界App AI线索挖掘：赛腾股份在 半导体领域布局晶圆检查设备、封装 测试相关业务，持有从事半导体封装测试及视觉 检测 自动化设备企业的股份，同时涉及高带宽存储器 相关概念，相关业务方向契合市场对半导体产业链细分领域的关注。连板股波动剧烈，注意追高风险， 理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

证券日报网讯 1月16日，赛腾股份在互动平台回答投资者提问时表示，公司半导体板块2024年全年营收 5.68亿元，2025年前三季度营收4.57亿元，相关订单情况后续若达到披露标准，公司将及时通过指定信 息披露媒体发布公告。 （编辑 任世碧） ...

证券日报网讯 1月16日，赛腾股份在互动平台回答投资者提问时表示，公司订单获取渠道并非仅为公开 招投标，还包含客户竞价采购、谈判采购等合规合作形式，该类订单无需履行公开招投标流程，相关信 息未在招投标公示渠道体现，故公开中标信息无法全面反映公司整体订单情况。 （编辑 丛可心） ...

每经AI快讯，赛腾股份（603283.SH）1月16日在投资者互动平台表示，公司销往欧盟的相关业务占比 较小，不足1%，公司是通过境内主体直接向欧盟客户出口的方式实现。 （文章来源：每日经济新闻） ...