2025年，公司始终坚守核心业务，持续深耕"3+1"技术平台及其应用领域，产品研发创新能力得到持续 加强，产品研发进展及市场拓展均实现预期。报告期内，公司紧贴客户需求并同步客户上量节奏，推动 营业收入稳健增长。报告期内，公司为保持技术领先优势，加强产品研发创新能力，持续加强研发投入 的同时，持续提升内部管理和经营效率，期间费用增长幅度低于营业收入增幅，推动盈利能力进一步提 升。另外，报告期内公司实现非经常性损益约9,000万元，主要系对外投资的金融资产公允价值上升及 公司承担的政府项目完成验收带来其他收益增加的影响。 格隆汇1月28日丨安集科技(688019.SH)公布，经财务部门初步测算，公司预计2025年实现营业收入约 250,500.00万元，同比增加约36.51%。归属于母公司所有者的净利润约79,500.00万元，同比增加约 48.98%。归属于母公司所有者的扣除非经常性损益的净利润约70,500.00万元,同比增加约33.96%。 ...

安集科技1月28日公告，预计2025年归母净利润约7.95亿元，同比增加约48.98%。报告期内，公司加强 产品研发创新能力，持续加强研发投入的同时，持续提升内部管理和经营效率，期间费用增长幅度低于 营业收入增幅，推动盈利能力进一步提升。 ...

| 证券代码：688019 | 证券简称：安集科技 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：118054 | 债券简称：安集转债 | | 安集微电子科技（上海）股份有限公司 部分董事及高管减持股份计划公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 部分董事及高级管理人员持有股份的基本情况 截至 2026 年 1 月 27 日，安集微电子科技（上海）股份有限公司（以下简称 "公司"）董事长 Shumin Wang（王淑敏）女士直接持有公司股份 89,682 股，占 公司总股本的 0.0532%；董事、总经理 Zhang Ming（张明）先生直接持有公司股 份 134,186 股，占公司总股本的 0.0796%；职工董事、副总经理、董事会秘书杨 逊女士直接持有公司股份122,241股，占公司总股本的0.0725%；副总经理Yuchun Wang（王雨春）先生直接持有公司股份 97,801 股，占公司总股本的 0.0580%； 财务负责人刘荣先生直 ...

| 证券代码：688019 | 证券简称：安集科技 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：118054 | 债券简称：安集转债 | | 安集微电子科技（上海）股份有限公司 2025 年年度业绩预告的自愿性披露公告 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 经财务部门初步测算，安集微电子科技（上海）股份有限公司（以下简称"公 司"）预计 2025 年实现营业收入约 250,500.00 万元，与上年同期相比，将增加 约 66,998.48 万元，同比增加约 36.51%。 归属于母公司所有者的净利润约 79,500.00 万元，与上年同期相比，将增加 约 26,135.64 万元，同比增加约 48.98%。 二、上年同期业绩情况 （一）营业收入：183,501.52 万元。利润总额：56,762.43 万元。归属于母 公司所有者的净利润：5 ...

| 证券代码：688019 | 证券简称：安集科技 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：118054 | 债券简称：安集转债 | | 安集微电子科技（上海）股份有限公司 部分董事及高管减持股份计划公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 截至 2026 年 1 月 27 日，安集微电子科技（上海）股份有限公司（以下简称 "公司"）董事长 Shumin Wang（王淑敏）女士直接持有公司股份 89,682 股，占 公司总股本的 0.0532%；董事、总经理 Zhang Ming（张明）先生直接持有公司股 份 134,186 股，占公司总股本的 0.0796%；职工董事、副总经理、董事会秘书杨 逊女士直接持有公司股份122,241股，占公司总股本的0.0725%；副总经理Yuchun Wang（王雨春）先生直接持有公司股份 97,801 股，占公司总股本的 0.0580%； 财务负责人刘荣先生直接持有公司股份 14,282 股，占公司总 ...

Core Viewpoint - The company Anji Technology announced that several executives plan to reduce their shareholdings between March 2, 2026, and June 1, 2026, with specific limits on the number of shares to be sold [1] Group 1: Shareholding Reduction Details - Chairman Shumin Wang intends to reduce holdings by up to 22,420 shares, representing 0.0133% of total shares [1] - Director and General Manager Zhang Ming plans to sell up to 33,546 shares, accounting for 0.0199% of total shares [1] - Employee Director Yang Xun will reduce holdings by up to 22,000 shares, which is 0.0131% of total shares [1] - Vice General Manager Yuchun Wang aims to sell up to 20,000 shares, representing 0.0119% of total shares [1] - Financial Officer Liu Rong will reduce holdings by up to 3,570 shares, which is 0.0021% of total shares [1] Group 2: Method and Limitations - The share reduction will occur through centralized bidding or block trading [1] - Each executive's reduction will not exceed 25% of their current holdings [1]

安集科技公告，预计2025年实现归属于母公司所有者的净利润约7.95亿元，与上年同期相比，将增加约 2.61亿元，同比增加约48.98%。报告期内，公司紧贴客户需求并同步客户上量节奏，推动营业收入稳健 增长。同时，公司为保持技术领先优势，加强产品研发创新能力，持续加强研发投入的同时，持续提升 内部管理和经营效率，期间费用增长幅度低于营业收入增幅，推动盈利能力进一步提升。 ...

Core Viewpoint - The storage chip industry is entering a "super cycle" driven by the demand surge from artificial intelligence (AI) and supply constraints, with significant price increases expected in NAND flash and DRAM products [1][6][7]. Price Increases - Samsung Electronics has raised NAND flash supply prices by over 100% in Q1, exceeding market expectations [6]. - DRAM prices for servers have increased by 60% to 70% in the same period [7]. Demand Drivers - The demand for storage chips is expanding due to increased investments in AI infrastructure, leading to a notable rise in enterprise solid-state drive (SSD) requirements [7]. - The trend of "edge AI," where devices perform AI computations directly, is further amplifying the need for high-performance storage solutions [7]. Market Outlook - Analysts predict that the storage chip market will experience a "super cycle" supported by both AI demand and domestic substitution, with price increases likely to continue [7]. - Global storage prices are expected to remain tight through 2026, with AI demand outpacing production capacity [7][8]. Investment Opportunities - The current market conditions suggest that various segments of the storage industry, including manufacturers, module companies, and testing/packaging firms, will benefit from the price surge [7]. - Investment in semiconductor-related funds and indices, such as the National Semiconductor Index and the China Semiconductor Index, is recommended for those looking to capitalize on the storage chip trend [9].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002584 | 西陇科学 | 9.58 | -2.04% | 49.75万 | 4.75亿 | | 002741 | 光华科技 | 22.21 | -2.03% | 20.01万 | 4.38 Z | | 301489 | 思泉新材 | 166.07 | -2.02% | 2.94万 | 4.85 Z | | 300481 | 濮阳惠成 | 17.62 | -1.56% | 14.15万 | 2.48亿 | | 688548 | 广钢气体 | 21.20 | -1.44% | 29.99万 | 6.40 Z | | 603078 | 江化微 | 29.03 | -1.26% | 64.15万 | 18.51亿 | | 688371 | 菲沃泰 | 20.95 | -1.23% | 4.54万 | 9295.08万 | | 301630 | 同宇新材 | 182.80 | -1.19% | 4403.0 | 7970.76万 | | 300537 ...

Group 1 - The core viewpoint of the news highlights a strong performance of the semiconductor materials and equipment sector, with the CSI Semiconductor Materials and Equipment Theme Index rising by 2.43% as of January 27, 2026 [1] - Notable individual stocks within the index include Chipone Technology, which increased by 10.90%, and other companies like Shengen Co. and Jinhai Tong, which saw gains of 10.53% and 10.00% respectively [1] - The E Fund Semiconductor Equipment ETF (159558) also experienced a rise of 2.06%, with a latest price of 2.23 yuan, and a cumulative increase of 2.20% over the past two weeks [1] Group 2 - In terms of liquidity, the E Fund Semiconductor Equipment ETF recorded a turnover rate of 6.35% and a trading volume of 294 million yuan, with an average daily trading volume of 320 million yuan over the past week, ranking it among the top two in comparable funds [1] - The ETF's scale grew significantly, with an increase of 1.825 billion yuan over the past two weeks, placing it second among comparable funds [1] - The latest share count for the E Fund Semiconductor Equipment ETF reached 2.091 billion shares, marking a one-year high and ranking it second among comparable funds [1] Group 3 - Over the past 20 days, the E Fund Semiconductor Equipment ETF has seen continuous net inflows, with a peak single-day net inflow of 621 million yuan, totaling 2.758 billion yuan in net inflows and an average daily net inflow of 138 million yuan [1] - The CSI Semiconductor Materials and Equipment Theme Index tracks 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these securities [1] - As of December 31, 2025, the top ten weighted stocks in the index accounted for 65.08% of the total, including companies like North Huachuang and Zhongwei Company [2]