证券代码：603607 证券简称：京华激光 公告编号：2025-033 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： ● 董事、高级管理人员持股的基本情况 本次减持计划实施前，浙江京华激光科技股份有限公司（以下简称"公司"）董事兼副总经理、财务总监 冯一平女士持有公司股份4,161,511股，占公司总股本的2.3312%；董事兼副总经理谢高翔先生持有公司 股份1,737,151股，占公司总股本的0.9731%。股份来源为公司首次公开发行前持有的股份及上市后以资 本公积转增股本方式取得的股份。 ● 减持计划的实施结果情况 公司于2025年9月2日披露了《京华激光董事、高级管理人员减持股份计划公告》（公告编号：2025- 027），冯一平女士、谢高翔先生因个人资金需求，自公告披露之日起15个交易日后3个月内（窗口期等 不减持股份），拟通过集中竞价、大宗交易方式，减持不超过其各自所持公司股份总数的25%，合计将 减持不超过1,434,200股的本公司股份，约占公司总股本的0.8034%。截至本公告披露日， ...

证券日报网讯 12月22日晚间，京华激光发布公告称，本次减持计划实施前，浙江京华激光科技股份有 限公司（以下简称"公司"）董事兼副总经理、财务总监冯一平女士持有公司股份4，161，511股，占公 司总股本的2.3312%；董事兼副总经理谢高翔先生持有公司股份1，737，151股，占公司总股本的 0.9731%。公司于2025年9月2日披露了《京华激光董事、高级管理人员减持股份计划公告》（公告编 号：2025-027），冯一平女士、谢高翔先生因个人资金需求，自公告披露之日起15个交易日后3个月内 （窗口期等不减持股份），拟通过集中竞价、大宗交易方式，减持不超过其各自所持公司股份总数的 25%，合计将减持不超过1，434，200股的本公司股份，约占公司总股本的0.8034%。截至本公告披露 日，冯一平女士通过集中竞价方式减持100，000股，占公司总股本的0.0560%；谢高翔先生通过集中竞 价方式减持255，700股，占公司总股本的0.1432%。 （文章来源：证券日报） ...

证券代码：603607 证券简称：京华激光 公告编号：2025-033 浙江京华激光科技股份有限公司 董事、高级管理人员减持股份结果公告 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： 董事、高级管理人员持股的基本情况 本次减持计划实施前，浙江京华激光科技股份有限公司（以下简称"公司"） 董事兼副总经理、财务总监冯一平女士持有公司股份 4,161,511 股，占公司总股 本的 2.3312%；董事兼副总经理谢高翔先生持有公司股份 1,737,151 股，占公司 总股本的 0.9731%。股份来源为公司首次公开发行前持有的股份及上市后以资本 公积转增股本方式取得的股份。 减持计划的实施结果情况 公司于 2025 年 9 月 2 日披露了《京华激光董事、高级管理人员减持股份计 划公告》（公告编号：2025-027），冯一平女士、谢高翔先生因个人资金需求，自 公告披露之日起 15 个交易日后 3 个月内（窗口期等不减持股份），拟通过集中竞 价、大宗交易方式，减持不超过其各自所持公司股份总数的 25%，合计将 ...

格隆汇12月22日丨京华激光(603607.SH)公布，截至本公告披露日，冯一平女士通过集中竞价方式减持 10万股，占公司总股本的0.0560%；谢高翔先生通过集中竞价方式减持25.57万股，占公司总股本的 0.1432%。 ...

Core Insights - The A-share market's photolithography machine sector experienced a collective surge, with notable gains in several companies, indicating strong investor interest and potential growth in this industry [1]. Company Performance - XINLAI YINGCAI (300260) saw a significant increase of 11.63%, with a total market capitalization of 22.7 billion and a year-to-date increase of 105.59% [2]. - Kaimeteqi (002549) achieved a 10% increase, reaching a market cap of 15.5 billion and a remarkable year-to-date growth of 262.64% [2]. - Saiwei Electronics (300456) rose by 6.43%, with a market value of 47.47 billion and a year-to-date increase of 276.89% [2]. - Jinghua Laser (603607) increased by 6.45%, with a market capitalization of 4.715 billion and a year-to-date growth of 65.31% [2]. - Blue Eagle Equipment (300293) experienced a 5.91% rise, with a market cap of 7.517 billion, but a year-to-date decline of 2.24% [2]. - Sudavige (300331) increased by 5.07%, with a market capitalization of 8.179 billion and a year-to-date growth of 45.63% [2].

Core Viewpoint - The A-share market's photolithography machine sector experienced a significant rally, with multiple companies showing strong gains on December 18, indicating positive market sentiment and potential growth in this industry [1]. Group 1: Company Performance - XINLAI YINGCAI (300260) saw an increase of 11.63%, with a total market capitalization of 22.7 billion and a year-to-date increase of 105.59% [2]. - KEMET GAS (002549) achieved a 10% rise, bringing its market cap to 15.5 billion and a remarkable year-to-date increase of 262.64% [2]. - SAIWEI ELECTRONICS (300456) rose by 6.43%, with a market value of 47.4 billion and a year-to-date increase of 276.89% [2]. - JINGHUA LASER (603607) increased by 6.45%, with a market cap of 4.715 billion and a year-to-date increase of 65.31% [2]. - BLUEYING EQUIPMENT (300293) rose by 5.91%, with a market capitalization of 7.517 billion, but a year-to-date decrease of 2.24% [2]. - SUDA WEIGE (300331) increased by 5.07%, with a market cap of 8.179 billion and a year-to-date increase of 45.63% [2]. - LIUSHI CO., LTD (603928) saw a rise of 3.89%, with a market cap of 4.269 billion and a year-to-date increase of 98.99% [2]. - QICAI CHEMICAL (300758) increased by 3.82%, with a market cap of 5.185 billion and a year-to-date increase of 6.59% [2]. - GAOMENG NEW MATERIAL (300200) rose by 3.71%, with a market cap of 5.659 billion and a year-to-date increase of 60.67% [2]. - MAOCAI OPTICS (688502) increased by 3.33%, with a market cap of 21.6 billion and a year-to-date increase of 103.33% [2].

Group 1 - The A-share market's photolithography machine sector experienced a collective surge, indicating strong investor interest and potential growth in this industry [1] - Xinlai Materials saw a significant increase of over 11%, reflecting positive market sentiment towards the company [1] - Kaimeteqi reached a daily limit increase of 10%, showcasing robust performance and investor confidence [1] Group 2 - Saiwei Electronics and Jinghua Laser both rose by over 6%, indicating a favorable trend among key players in the photolithography machine sector [1] - Lanying Equipment and Sudavige also reported gains of over 5%, further emphasizing the overall strength of the sector [1]

盘面上，光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备等跟涨；IP经济概念活 跃，广博股份、三湘印象双双涨停，德艺文创、创源股份等跟涨。下跌方面，海南、电网设备等板块跌 幅靠前。 展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配 置行情有望提前启动，围绕"春躁"布局，可重点关注科技+"反内卷"两条主线。 热门板块 1、光刻机概念异动拉升 光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备、波长光电、京华激光等冲高 12月18日，指数弱势震荡。截至9:40，上证指数跌1.13%，深证成指跌0.68%，创业板指跌1.31%。 机构观点 1、光大证券：新一轮政策部署护航，A股跨年行情可期 点评：消息面上，华源证券认为，近几年随着半导体产业的加速崛起，我国光刻机应用需求迅速激增。 同时，我国政府正在加快努力推动半导体产业发展，光刻机是中央政策指明要重点突破发展"卡脖子"技 术及装备，因此，国内光刻机行业得到了资金支持、税收优惠等一系列国家政策倾斜，持续助力了国产 光刻机生产能力提升，推动了国内光刻机市场规模上涨。 | | | 光刻机(0210131 ...

2016-2025年1-10月印刷和记录媒介复制业企业数统计图 数据来源：国家统计局，智研咨询整理 上市公司：珠海中富（000659），陕西金叶（000812），永新股份（002014），东港股份（002117）， 劲嘉股份（002191），合兴包装（002228），海顺新材（300501），龙利得（300883），上海艾录 （301062），喜悦智行（301198），京华激光（603607），大胜达（603687），方大新材（838163）， 沪江材料（870204），中荣股份（301223） 相关报告：智研咨询发布的《2026-2032年中国印刷业市场专项调查及投资前景分析报告》 2025年1-10月，印刷和记录媒介复制业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011 年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元） 为7106个，和上年同期相比，增加了126个，同比增长1.81%，占工业总企业的比重为1.36%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定 ...

Core Insights - The packaging and printing sector experienced a slight increase of 0.04% on November 20, with Xin Hongze leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Xin Hongze (002836) closed at 16.08, up 9.99% with a trading volume of 219,600 shares and a transaction value of 333 million yuan [1] - Yingxing Co. (002752) closed at 6.55, up 5.31% with a trading volume of 768,900 shares and a transaction value of 515 million yuan [1] - Xianggang Technology (665509) closed at 20.03, up 3.03% with a trading volume of 164,800 shares and a transaction value of 327 million yuan [1] - Other notable stocks include Yongxin Co. (002014) with a 1.24% increase and Donggang Co. (002117) with a 0.90% increase [1] Capital Flow - The packaging and printing sector saw a net outflow of 221 million yuan from institutional investors, while retail investors contributed a net inflow of 261 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Yingxing Co. (002752) had a net inflow of 10.8 million yuan from institutional investors, but saw a net outflow of 31.3 million yuan from speculative funds [3] - Xin Hongze (002836) experienced a net inflow of 16.1 million yuan from institutional investors, with a minor net inflow from speculative funds [3] - Other stocks like Aorijin (002701) and Jiahe Technology (920392) also showed varied capital flows, reflecting differing investor sentiments [3]