根据中国证券监督管理委员会《上市公司监管指引第 2 号——上市公司募集 资金管理和使用的监管要求》、上海证券交易所《上海证券交易所上市公司自律 监管指引第 1 号——规范运作》及相关格式指引等规定，上海至纯洁净系统科技 股份有限公司（以下简称"本公司"）编制的 2025 年半年度募集资金存放与实 际使用情况的专项报告如下： 一、募集资金基本情况 2020 年 11 月 12 日经中国证券监督管理委员会《关于核准上海至纯洁净系统 科技股份有限公司非公开发行股票的批复》（证监许可[2020]3020 号）的核准， 公司非公开发行不超过 78,005,377 股新股，截至 2020 年 12 月 23 日，公司本次 非公开发行人民币普通股 47,749,661 股，发行价格 28.79 元/股，实际募集资金总 额为人民币 1,374,712,740.19 元，扣除各项不含税发行费用人民币 20,184,669.49 元后，募集资金净额为人民币 1,354,528,070.70 元。众华会计师事务所（特殊普 通合伙）于 2020 年 12 月 23 日对本次发行的资金到位情况进行了审验，并出具 了《验资报告》[众会字 ...

证券代码：603690 证券简称：至纯科技 公告编号：2025-076 上海至纯洁净系统科技股份有限公司 关于调整第一期员工持股计划受让价格的公告 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法律责任。 上海至纯洁净系统科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第五届董事会第十三次会议、第五届监事会第十二次会议，审议通过 了《关于调整第一期员工持股计划受让价格的议案》。根据《上海至纯洁净系统 科技股份有限公司第一期员工持股计划》和公司 2024 年第三次临时股东会审议 通过的《关于提请股东会授权董事会办理公司第一期员工持股计划有关事项的议 案》中股东会对董事会的授权以及相关规定，公司董事会对第一期员工持股计划 （以下简称"本次员工持股计划"）的受让价格进行了调整。现将有关事项说明 如下： 一、已履行的相关审批程序 1、2024 年 10 月 29 日，公司召开职工代表大会就公司拟实施的第一期员工 持股计划事宜充分征求了公司职工代表意见。 2、2024 年 10 月 29 日，公司召开第五届董事会第九次会 ...

上海至纯洁净系统科技股份有限公司 调整第一期员工持股计划受让价格的 关于 上海市锦天城律师事务所 法律意见书 地址：上海市浦东新区银城中路501号上海中心大厦11/12层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于上海至纯洁净系统科技股份有限公司 调整第一期员工持股计划受让价格的 法律意见书 致：上海至纯洁净系统科技股份有限公司 根据上海至纯洁净系统科技股份有限公司（以下简称"公司"或"至纯科技"） 与上海市锦天城律师事务所（以下简称"本所"）签订的《专项法律服务合同》， 本所律师作为至纯科技实施第一期员工持股计划的专项法律顾问。根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）、《关于上市公司实施员工持股计划试点的指导意见》 （以下简称"《试点指导意见》"）《上海证券交易所上市公司自律监管指引第1号 —规范运作》（以下简称"《自律监管指引第1号》"）等相关法律、法规和规范性 文件以及《上海至纯洁净系统科技股份有限公司章程》（以下简称"《公司章 ...

证券代码：603690 证券简称：至纯科技 公告编号：2025-078 上海至纯洁净系统科技股份有限公司关于 2025 年半 年度计提信用减值、资产减值损失及核销资产的公告 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法律责任。 上海至纯洁净系统科技股份有限公司（以下简称"公司"）第五届董事会第 十三次会议、第五届监事会第十二次会议审议通过了《关于 2025 年半年度计提 信用减值、资产减值损失及核销资产的议案》，上述议案无需提交股东会审议。 现将 2025 年半年度计提减值损失及核销资产的具体情况公告如下： 一、计提信用减值、资产减值损失情况概述 根据《企业会计准则》及公司会计政策的相关规定，基于谨慎性原则，公司 对合并报表范围内可能发生减值迹象的各项资产进行了清查，2025 年半年度公 司合并报表冲回信用减值损失 2,997.82 万元，计提资产减值损失 343.30 万元， 增加利润总额 2,654.52 万元，上述减值损失计提已体现在公司 2025 年半年度归 属于上市公司股东净利润中。明细如下： 单位：万元 | | 项 目 ...

Group 1 - The company is planning to acquire 83.7775% of Guizhou Weidun Crystal Phosphorus Electronic Materials Co., Ltd. through a combination of issuing shares and cash payment, which will make Weidun Crystal Phosphorus a subsidiary of the company [1][2] - The transaction is not expected to constitute a major asset restructuring as defined by the relevant regulations, and it will not lead to a change in the actual controller of the company [1][2] - The company's stock was suspended from trading starting February 17, 2025, for a period not exceeding 10 trading days to facilitate the transaction [1][2] Group 2 - The company has been actively working on the transaction during the suspension period and has regularly published progress announcements [2][3] - As of the date of the announcement, the audit, evaluation, and due diligence related to the transaction are still ongoing, which has delayed the issuance of the notice for the shareholders' meeting [3][4] - The company will continue to push forward with the transaction and will re-convene the board of directors to review the transaction details once the necessary work is completed [3][4]

证券代码：603690 证券简称：至纯科技 公告编号：2025-071 上海至纯洁净系统科技股份有限公司 关于发行股份购买资产并募集配套资金事项进展暨 未在规定期限内发出召开股东会通知的专项说明 公司符合发行股份及支付现金购买资产并募集配套资金条件的议案》等与本次交 易相关的议案。详见公司2025年2月28日披露于上海证券交易所网站的《上海至 纯洁净系统科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨 关联交易预案》相关公告。经向上海证券交易所申请，公司股票于2025年2月28 日（星期五）开市起复牌。 本次交易预案披露后，公司持续推进本次交易的相关工作，并定期发布了进 展公告。详见公司分别于2025年3月29日、2025年4月29日、2025年5月30日、2025 年7月1日、2025年7月31日披露于上海证券交易所网站的《关于发行股份及支付 现金购买资产并募集配套资金暨关联交易事项的进展公告》（公告编号： 2025-026、2025-048、2025-052、2025-061、2025-069）。 截至本公告披露日，本次交易涉及资产的审计、评估、尽职调查等工作仍在 推进当中，公司将在相关工作完成 ...

Group 1 - The global market size for wafer manufacturing equipment is projected to grow significantly from 2021 to 2024, with various equipment categories showing increasing domestic production rates [2] - The market for thermal processing equipment is expected to increase from $31.5 billion in 2021 to a domestic production rate of approximately 23% by 2024 [2] - The market for thin film deposition equipment is projected to grow from $256.3 billion in 2021, with a domestic production rate reaching around 19% by 2024 [2] Group 2 - The etching equipment market is anticipated to grow from $180.9 billion in 2021, maintaining a domestic production rate of 28% from 2023 to 2024 [2] - The photolithography equipment market is valued at $258.4 billion, with no specific domestic production rate data provided for the years 2021 to 2024 [2] - The chemical mechanical planarization (CMP) equipment market is expected to grow from $29.8 billion in 2021, with a domestic production rate projected to be around 40% by 2024 [2] Group 3 - The cleaning equipment market is projected to grow from $65.7 billion in 2021, with a domestic production rate expected to be approximately 32% by 2024 [2] - The photoresist coating and developing equipment market is expected to grow from $35.3 billion in 2021, with a domestic production rate of about 10% by 2024 [2] - The detection and measurement equipment market is valued at $142.5 billion, with a domestic production rate projected to reach 5% by 2024 [2]

Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Zhichun Technology, including stock price movements and trading volumes [1][2] - As of August 22, Zhichun Technology's stock price increased by 2.02% to 27.23 CNY per share, with a total market capitalization of 10.447 billion CNY [1] - The company has seen a year-to-date stock price increase of 8.66%, with notable gains over various trading periods: 4.33% in the last 5 days, 6.78% in the last 20 days, and 5.46% in the last 60 days [1] - Zhichun Technology has appeared on the trading leaderboard four times this year, with the most recent instance on April 7, where it recorded a net buy of 8.0238 million CNY [1] - The company operates in the semiconductor equipment sector, with its main business involving semiconductor process equipment and technology support [1] Group 2 - As of March 31, the number of shareholders for Zhichun Technology reached 117,300, an increase of 75.37% compared to the previous period [2] - The company reported a revenue of 728 million CNY for the first quarter of 2025, reflecting a year-on-year decrease of 10.32% [2] - Zhichun Technology has distributed a total of 248 million CNY in dividends since its A-share listing, with 136 million CNY distributed over the past three years [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 3.4318 million shares as a new shareholder [2]

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

格隆汇8月6日丨至纯科技(603690.SH)在互动平台表示，公司子公司波汇科技主要从事光传感与光电子 元器件业务，其中光电子元器件产品可应用于数据通信领域，直接客户为光器件厂商。波汇科技当前未 涉及应用于算力相关产品的业务。 （原标题：至纯科技(603690.SH)：波汇科技当前未涉及应用于算力相关产品的业务） ...