Group 1 - Teruid (特锐德) plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Aotwei (奥特维) states that "space photovoltaic" is still in the early exploration and R&D stage [1] Group 2 - Anqi Yeast (安琪酵母) intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [1] - Beiqi Blue Valley (北汽蓝谷) plans to invest 1.991 billion yuan to build a high-end platform model industrialization and digital upgrade project [1] Group 3 - Jingzhida (精智达) signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [1] - Qiaoyin Co. (侨银股份) is expected to win a pre-bid of approximately 61 million yuan for integrated sanitation and landscaping services [1] - Chengdi Xiangjiang (城地香江) won the EPC general contracting procurement project for China Mobile's data center [1] Group 4 - Shannon Chip (香农芯创) expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [1] - Zhongwei Company (中微公司) anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [1] Group 5 - Shenghong Technology (胜宏科技) plans to acquire 100% equity of SPMY, enhancing its FPC/PCB production capacity in Southeast Asia [1] Group 6 - Jinkai New Energy (金开新能) intends to repurchase shares with an investment of 500 million to 600 million yuan [1] - Wenzhou Hongfeng (温州宏丰) actual controller Chen Xiao plans to reduce his stake by no more than 3% [2] - Guohang (国货航) Innovation Fund plans to reduce its stake by no more than 1.02% [2] - Zhongqi New Materials (中旗新材) plans to reduce its stake by no more than 3% [2] - Pengling Co. (鹏翎股份) actual controller plans to increase his stake by 20 million to 40 million yuan [2] Group 7 - Jinlei Co. (金雷股份) plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology (华神科技) intends to raise no more than 450 million yuan through a private placement [2]

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

Group 1 - Aotewei is currently in the early exploration and research phase of "space photovoltaic" technology [2] - Teruid plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Anqi Yeast's Puer company intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [2] Group 2 - Jingzhida has signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [2] - Xiangnong Xinchuan expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [2] - Zhongwei Company anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [2] Group 3 - Shenghong Technology's subsidiary plans to acquire 100% equity of SPMY, enhancing the company's FPC/PCB production capacity in Southeast Asia [2] - Jinkai New Energy intends to repurchase shares worth 500 million to 600 million yuan [2] - Wenzhou Hongfeng's actual controller plans to reduce holdings by no more than 3% [2] Group 4 - Jinlei Co. plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology intends to raise no more than 450 million yuan through a private placement to Yuanhong Bio [2]

Core Viewpoint - The company is expected to achieve significant growth in key financial indicators for the fiscal year 2025, demonstrating strong development momentum and market competitiveness in the semiconductor core equipment sector [1][2] Financial Performance - The company anticipates a revenue of approximately 12.385 billion yuan for 2025, an increase of about 3.319 billion yuan compared to the previous year, representing a year-on-year growth of approximately 36.62% [1] - The net profit attributable to the parent company is projected to be between 2.08 billion yuan and 2.18 billion yuan, an increase of 464 million to 564 million yuan year-on-year, reflecting a growth of approximately 28.74% to 34.93% [1] - The net profit excluding non-recurring gains and losses is expected to be between 1.5 billion yuan and 1.6 billion yuan, indicating a year-on-year increase of approximately 8.06% to 15.26% [1] Business Growth Drivers - The growth in performance is primarily driven by continuous breakthroughs in core business and rapid development of new products [1] - In the plasma etching equipment sector, the company has significantly increased the shipment volume of high-end products for critical etching processes in advanced logic and memory device manufacturing, with cumulative shipments of etching equipment expected to exceed 6,800 units by the end of 2025 [1] - Sales revenue from etching equipment is projected to grow by approximately 35.12% year-on-year [1] New Product Development - The company has successfully launched over ten new thin film equipment models, including LPCVD and ALD, which have entered the market and received repeat orders, with related sales revenue expected to grow by approximately 224.23% year-on-year [2] - The company's epitaxial (EPI) equipment has entered the client mass production verification stage, while MOCVD equipment has maintained its leading position in traditional markets and made good progress in new application areas such as silicon carbide and Micro-LED [2] Research and Development Investment - To seize market opportunities and strengthen long-term development, the company is maintaining high levels of R&D investment, with an expected total of approximately 3.736 billion yuan for 2025, a significant increase of about 52.32% compared to the previous year [2] - R&D expenditure is expected to grow by approximately 74.36%, accounting for 30.16% of total revenue, reflecting the company's commitment to technological innovation and catching up with international advanced levels [2] Operational Support - The company's production and R&D bases in Nanchang and Shanghai Lingang have been put into operation, ensuring capacity supply [2] - Continuous optimization of supply chain management has ensured timely delivery of equipment, providing strong support for the rapid expansion of the company's sales scale [2]

（编辑 袁冠琳） 证券日报网讯 1月23日，中微公司在互动平台回答投资者提问时表示，公司紧跟技术发展趋势和客户需 求，坚持自主创新，致力于产品的差异化，持续强化刻蚀设备的技术领先优势。公司在过去的20多年着 力开发了一个完整系列的20种等离子体刻蚀设备，并积累了大量的芯片生产线量产数据和客户验证数 据。公司CCP和ICP刻蚀机的单双反应台并举策略的优势凸显，对各个技术节点的工艺应用形成有效的 覆盖。同时，公司大力投入先进芯片制造技术中关键刻蚀设备的研发和验证，目前针对逻辑和存储芯片 制造中最关键刻蚀工艺的设备在客户的产线验证进展顺利，CCP和ICP设备中的部分先进机型成为先进 器件生产中关键工艺的主力机型。公司始终以最先进器件制造的需求为指引，不断加大投入，着力研发 先进器件生产亟需的高端设备。 ...

Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some showing growth rates exceeding 200% [1] Group 1: Company Projections - 永创智能 is expected to see a net profit increase of 721.57% to 894.86% in 2025 [1] - 福达合金 anticipates a net profit growth of 119.14% to 219.95% for 2025 [1] - 西菱动力 projects a net profit increase of 77.82% to 117.33% in 2025 [1] - 昊志机电 expects a net profit growth of 54.4% to 99.03% for 2025 [1] - 神工股份 forecasts a net profit increase of 119% to 167% in 2025 [1] - 联创光电 anticipates a net profit growth of 80.36% to 120.57% for 2025 [1] - 道氏技术 projects a substantial net profit increase of 206.01% to 269.76% in 2025 [1] - 香农芯创 expects a net profit growth of 82% to 135% for 2025 [1] - 奥特佳 anticipates a net profit increase of 41.85% to 79.67% in 2025 [1] - 双一科技 projects a net profit growth of 80% to 100% for 2025 [1] - 飞荣达 expects a net profit increase of 57.23% to 83.43% in 2025 [1] - 晶方科技 anticipates a net profit growth of 44.41% to 52.32% for 2025 [1] - 中微公司 projects a net profit increase of 28.74% to 34.93% in 2025 [1] - 派能科技 expects a net profit growth of 50.82% to 109.21% for 2025 [1]

证券日报网讯 1月23日，中微公司发布2025年年度业绩预告的自愿性披露公告称，公司预计2025年营业 收入约123.85亿元，较2024年增加约33.19亿元，同比增长约36.62%。根据市场需求，公司加大研发力 度，新产品数量快速增加。2025年全年公司研发投入约37.36亿元，较2024年增长12.83亿元（增长约 52.32%），研发投入占公司营业收入比例约为30.16%。公司预计2025年度归属于母公司所有者的净利 润为20.80亿元至21.80亿元，与上年同期（法定披露数据）相比，将增加4.64亿元至5.64亿元，同比增长 约28.74%至34.93%。 （编辑 任世碧） ...

预计2025年度实现归属于母公司所有者的净利润为20.80亿元至21.80亿元，与上年同期(法定披露数据) 相比，将增加4.64亿元至5.64亿元，同比增长约28.74%至34.93%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润为15.00亿元至16.00亿元，与上年 同期(法定披露数据)相比，将增加1.12亿元至2.12亿元，同比增加约8.06%至15.26%。 智通财经APP讯，中微公司(688012.SH)发布2025年年度业绩预告，预计2025年营业收入约123.85亿元， 较2024年增加约33.19亿元，同比增长约36.62%。 根据市场需求，公司加大研发力度，新产品数量快速增加。2025年全年公司研发投入约37.36亿元，较 2024年增长12.83亿元(增长约52.32%)，研发投入占公司营业收入比例约为30.16%。 ...

预计2025年度实现归属于母公司所有者的净利润为20.80亿元至21.80亿元，与上年同期(法定披露数据) 相比，将增加4.64亿元至5.64亿元，同比增长约28.74%至34.93%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润为15.00亿元至16.00亿元，与上年 同期(法定披露数据)相比，将增加1.12亿元至2.12亿元，同比增加约8.06%至15.26%。 中微公司(688012.SH)发布2025年年度业绩预告，预计2025年营业收入约123.85亿元，较2024年增加约 33.19亿元，同比增长约36.62%。 根据市场需求，公司加大研发力度，新产品数量快速增加。2025年全年公司研发投入约37.36亿元，较 2024年增长12.83亿元(增长约52.32%)，研发投入占公司营业收入比例约为30.16%。 ...

Core Viewpoint - The company, Zhongwei, is primarily engaged in the research, production, and sales of high-end semiconductor equipment, serving various sectors within the semiconductor industry [1] Group 1: Company Overview - Zhongwei focuses on high-end semiconductor equipment, including areas such as semiconductor integrated circuit manufacturing, advanced packaging, LED production, MEMS manufacturing, and other microfabrication technologies [1] - The company's clientele includes leading domestic and international manufacturers of memory chips, logic chips, LED epitaxial wafers, and MEMS products [1]