冠石科技首次公开发行股票募集资金总额为5.01亿元，扣除发行费用后，募集资金净额为4.56亿元。冠 石科技于2021年7月28日披露的招股说明书显示，该公司拟募集资金4.56亿元，全部用于功能性结构 件、超高清液晶显示面板及研发中心。 冠石科技首次公开发行股票的发行费用总额为4523.26万元，其中，保荐及承销费用3006.60万元。 冠石科技于2026年1月9日披露的2025年度向特定对象发行股票证券募集说明书(申报稿)显示，本次向特 定对象发行股票拟募集资金总额（含发行费用）最多不超过70,000.00万元（含本数），扣除发行费用后 的募集资金净额将用于光掩膜版制造项目和补充流动资金。 (责任编辑：马欣) 中国经济网北京1月20日讯 冠石科技(605588.SH)近日发布2025年年度业绩预告。 经财务部门初步测算，冠石科技预计2025年年度实现归属于母公司所有者的净利润-8,400.00万元 至-5,600.00万元，与上年同期相比，亏损将扩大；预计2025年年度实现归属于母公司所有者的扣除非经 常性损益后的净利润-10,200.00万元到-6,800.00万元。本次业绩预告未经注册会计师审计。 202 ...

Core Viewpoint - Guanshi Technology is forecasting a significant increase in net losses for the year 2025, with expected losses ranging from 84 million to 56 million yuan, compared to a loss of 15.46 million yuan in the same period last year [2] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -102 million and -68 million yuan, compared to -24.75 million yuan in the previous year [2] - The total profit for the previous year was -25.81 million yuan, with earnings per share recorded at -0.21 yuan [2] Reasons for Performance Decline - The primary reason for the anticipated performance decline is attributed to losses from the wholly-owned subsidiary, Ningbo Guanshi Semiconductor Co., Ltd. [2] - The semiconductor manufacturing project is still in the sample and verification stage, which has not yet generated significant sales revenue [2] - The transition of related machinery and equipment to fixed assets has led to a substantial increase in depreciation and amortization costs compared to the previous year, contributing to the overall increase in losses [2]

（文章来源：证券日报） 证券日报网讯 1月16日，冠石科技发布公告称，公司已收到中国证券登记结算有限责任公司上海分公司 出具的《证券变更登记证明》，本次回购注销涉及公司 27 名激励对象尚未解锁的限制性股票 192，720 股，该部分限制性股票已于 2026 年 1 月 15 日予以回购注销。公司后续将依法办理相关工商变更登记手 续。 ...

Core Viewpoint - The company Guanshi Technology (605588.SH) expects a significant increase in net losses for the year 2025, projecting a loss of between 84 million to 56 million yuan, which is an expansion compared to the previous year [1] Financial Performance - The anticipated losses are primarily attributed to the company's wholly-owned subsidiary, Ningbo Guanshi Semiconductor Co., Ltd., which is currently in the sample and verification stage for its photomask manufacturing project [1] - The revenue from sales remains low, and as the company transitions its machinery and equipment to fixed assets, the depreciation and amortization costs have significantly increased compared to the previous year, contributing to the larger losses [1]

每经AI快讯，冠石科技1月16日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利 润-8400万元至-5600万元，与上年同期相比，亏损将扩大。业绩变动主要原因是，本年度亏损主要由全 资子公司宁波冠石半导体有限公司亏损导致，宁波冠石半导体有限公司光掩膜版制造项目部分产品处于 送样、验证阶段，销售收入规模尚小，随着机器设备等长期资产转固，折旧摊销等成本较上年大幅增 加，从而加大亏损。 每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ （记者 贾运可） ...

证券代码：605588 证券简称：冠石科技 公告编号：2026-003 南京冠石科技股份有限公司 关于回购注销部分限制性股票完成的公告 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。 2、公司已根据相关法律规定就以上回购注销部分限制性股票事项履行通知 债权人程序，具体内容详见公司于 2025 年 10 月 25 日披露的《关于回购注销部 分限制性股票减资暨通知债权人的公告》，至今公示期均已满 45 天，公示期间 未出现债权人申报债权并要求本公司清偿债务或者提供相应担保的情况。 3、2026 年 1 月 13 日，公司披露了《南京冠石科技股份有限公司关于部分 限制性股票回购注销实施公告》。 1 二、公司本次回购注销部分限制性股票的实施情况 公司已收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登 记证明》，本次回购注销涉及公司 27 名激励对象尚未解锁的限制性股票 192,720 股，该部分限制性股票已过户至公司开立的回购专用证券账户（账户号码： B886481481），并于 2026 年 1 月 15 日予以注销。公 ...

Core Viewpoint - Guanshi Technology (605588.SH) is expected to report a significant increase in losses for the fiscal year 2025, with projected net profit attributable to shareholders ranging from -84 million to -56 million yuan, indicating a worsening financial situation compared to the previous year [1] Financial Projections - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -102 million and -68 million yuan for the fiscal year 2025 [1]

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -84 million yuan and -56 million yuan, indicating an increase in losses compared to the previous year [2]. - The projected net profit after deducting non-recurring gains and losses is estimated to be between -102 million yuan and -68 million yuan for 2025 [4]. - The previous year's net profit attributable to shareholders was -15.46 million yuan, with a total profit of -25.81 million yuan [6]. Reasons for Losses - The primary reason for the anticipated losses is attributed to the full subsidiary Ningbo Guanshi Semiconductor Co., Ltd., which is in the sample and verification stage for its photomask manufacturing project, resulting in low sales revenue [7]. - The company reported a significant increase in depreciation and amortization costs due to the solidification of long-term assets, contributing to the larger losses [7]. Earnings Forecast Details - The earnings forecast has not been audited by a registered accountant, and the figures are preliminary estimates [5]. - Investors are advised to be cautious as the final financial data will be disclosed in the audited 2025 annual report [9]. - The company does not foresee any other major uncertainties that could affect the accuracy of this earnings forecast [8]. - The earnings forecast period is from January 1, 2025, to December 31, 2025 [3]. - The company emphasizes the importance of the accuracy, authenticity, and completeness of the information provided in the announcement [1].

Summary of Guanshi Technology Conference Call Company Overview - Guanshi Technology is a high-tech enterprise established in 2002, primarily engaged in the R&D, production, and sales of semiconductor display devices. The company has received national recognition for its specialized technology in 2025. [3][19] Industry Insights - The domestic photomask market is highly competitive, with four main players, including Guanshi Technology and Xinyue Optoelectronics, dominating the high-end segment. [4][18] - The trend in the photomask market shows that processes below 28nm are mostly produced in-house by chip manufacturers like TSMC and Samsung, while processes of 28nm and above are more likely to be outsourced. [6][16] Project Developments - Guanshi Technology's semiconductor project in Ningbo commenced in 2023, with construction starting in October 2023. The project aims to deliver 55nm products and establish a 40nm production line by March 2025, with full 28nm equipment delivery expected by early 2026. [2][5] Financial Projections - The company anticipates revenues of nearly 20 million yuan in 2025, primarily from low-end product validation. Higher revenues are expected by June 2026, contingent on client capacity arrangements. [2][9] - Guanshi Technology aims to achieve 850 million yuan in revenue by 2028, with a projected net profit margin of around 20%. [4][23] Product Offerings - The product range covers nodes from 0.35 microns to 28nm, with a focus on 45-28nm processes. Products delivered include 0.18 micron and 0.11 micron types. [2][7] - The pricing model is based on a "one order, one price" strategy, where prices are determined independently based on customer design requirements, leading to competitive pricing in the market. [11][21] Competitive Landscape - Guanshi Technology maintains long-term partnerships with major clients such as BOE, Huaxing Optoelectronics, and LG, with end applications including products from Apple, Huawei, Samsung, Xiaomi, OPPO, and Vivo. [3][19] - The company faces competition from both domestic and international suppliers, with high-end photomask materials still reliant on imports, although the risk of supply chain disruptions is considered low. [4][22] Future Outlook - The company is in a ramp-up phase for high-end products, with small orders expected for 55nm and 40nm products by mid-2026. The timeline for 28nm mass production is projected for 2028. [12][13] - Guanshi Technology's ability to compete internationally is bolstered by its partnerships and the potential for collaborative product development with chip design companies. [20]

Core Viewpoint - The optical and optoelectronic sector experienced a rise of 1.39% on January 14, with Hanbo High-tech leading the gains, while the Shanghai Composite Index fell by 0.31% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4126.09, down 0.31% [1] - The Shenzhen Component Index closed at 14248.6, up 0.56% [1] - The optical and optoelectronic sector saw significant individual stock movements, with notable gainers including: - Dongche High-tech (20.01% increase) [1] - Tengjing Technology (8.78% increase) [1] - Guanshi Technology (7.80% increase) [1] Group 2: Stock Performance - Key stocks in the optical and optoelectronic sector with their closing prices and percentage changes include: - Dongche High-tech: 23.03, +20.01% [1] - Tengjing Technology: 187.32, +8.78% [1] - Guanshi Technology: 58.19, +7.80% [1] - Infit: 18.20, +7.31% [1] - Xiangteng New Materials: 39.59, +6.80% [1] - Qiutian Micro: 37.41, +6.40% [1] - Aolaide: 33.19, +5.60% [1] - Weida Optoelectronics: 21.59, +5.16% [1] - Tianshan Electronics: 27.95, +4.84% [1] - TCL Technology: 4.96, +4.20% [1] Group 3: Fund Flow - The optical and optoelectronic sector experienced a net outflow of 746 million yuan from institutional funds, while retail investors saw a net inflow of 1.099 billion yuan [2] - Notable stock fund flows include: - 京东方 A: -4.12 million yuan from retail [3] - 腾景科技: -5899.32 million yuan from retail [3] - 翰博高新: +6880.73 million yuan from institutional [3]