Shareholder Reduction Plans - Junchen Technology's shareholder Junchen Partnership plans to reduce its stake by no more than 2.94% [1] - Wuchan Jinlun's shareholder Jinlun Holdings intends to reduce its stake by no more than 3% [1] - Haiguang Information's major shareholder Blue Ocean Lightboat Partnership plans to reduce its stake by no more than 0.50% [1] - Boyun New Materials' shareholder Gao Chuang Investment plans to reduce its stake by no more than 1% [1] - Green Alliance Technology's shareholder Cyber Security Fund plans to reduce its stake by no more than 3% [1] - Te Fa Service's shareholder Yinkun Company plans to reduce its stake by no more than 3% [1] - Mengcao Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [1] - Huatu Shanding's shareholder Che Lu plans to reduce his stake by no more than 3% [1] - Heshun Electric's shareholder Shen Xin plans to reduce his stake by no more than 2.5% [1] - Ruihua Tai's shareholder Ju Yao Kun plans to reduce his stake by no more than 540,000 shares [1] - Luokai Co., Ltd.'s shareholders Luohui Investment, Luoteng Investment, and Luosheng Investment plan to reduce their total stake by 378,030 shares [1] - Zhongke Feice's shareholder Guotou Chuangye Fund plans to reduce its stake by 234,870 shares [1] - Tuo Jing Technology's shareholder National Integrated Circuit Fund has already reduced its stake by 297,760 shares [1] Other Significant Developments - *ST Biology has terminated its major asset restructuring plan [1] - *ST Biology's stock may face delisting [1]

近年来，拓荆科技形成的系列研发成果快速推向市场，业务规模快速增长。数据显示，2019年至2024 年，该公司累计营收近100亿元，复合增长率高达75%；归母净利润约18亿元，累计研发投入超22亿 元。截至2025年9月，公司研发团队规模超1600人，累计申请专利1918项，获得授权专利646项，其中发 明专利324项，展现了强劲的技术储备与市场爆发力。 在巩固原有优势的同时，公司前瞻性布局三维集成领域，快速推出先进键合设备及配套量检测产品。目 前，相关产品已在先进存储、图像传感器(CIS)等领域成功量产，并正持续扩大市场份额，为后摩尔时 代的技术演进提供了关键支撑。 拓荆科技始终以国家战略方向、前沿技术趋势及客户应用需求为导向，充分发挥全产业链协同创新优 势，先后承担10余项国家重大专项，构建了完善的知识产权体系，设备性能关键指标达到国际同类水 平。 "十四五"时期，作为国内半导体设备行业的领军企业，拓荆科技紧扣国家战略需求，在薄膜沉积与三维 集成领域取得了系列突破性成果。2022年4月，公司成功登陆科创板，借助资本市场的"东风"，为高质 量发展注入了强劲动力。 过去五年，拓荆科技始终坚持自主研发，深耕薄膜沉 ...

两融数据显示，该股最新融资余额为12.97亿元，近5日增加4665.47万元，增幅为3.73%。（数据宝） 1月22日拓荆科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | | | | | 国泰海通证券股份有 | 华泰证券股份有限公 | | 50.20 | 18108.65 | 360.73 | -0.90 | 限公司总部 | 司北京分公司 | （文章来源：证券时报网） 拓荆科技1月22日大宗交易平台出现一笔成交，成交量50.20万股，成交金额1.81亿元，大宗交易成交价 为360.73元，相对今日收盘价折价0.90%。该笔交易的买方营业部为国泰海通证券股份有限公司总部， 卖方营业部为华泰证券股份有限公司北京分公司。 进一步统计，近3个月内该股累计发生22笔大宗交易，合计成交金额为26.48亿元。 证券时报·数据宝统计显示，拓荆科技今日收盘价为364.00元，下跌1.31%，日换手率为1.99%，成交额 ...

1、身份类别 证券代码：688072 证券简称：拓荆科技 公告编号：2026-006 拓荆科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 股东国家集成电路产业投资基金股份有限公司（以下简称"国家集成电路基金"） 保证向拓荆科技股份有限公司（以下简称"公司"）提供的信息真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加 | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 17.92% | | | | 权益变动后合计比例 | 16.86% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是 | 否 | | | 是否触发强制要约收购义务 | 是 | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 三、 其他说明 1、本次权益变动为国家集成电路基金履行此前披露的减持计划所致，具体 内容详见公司于 2025 年 11 月 21 日在上海证券交易所网站（www.sse.com.cn） 披 ...

格隆汇1月22日丨拓荆科技(688072.SH)公布，公司股东国家集成电路基金于2026年1月13日至2026年1月 22日期间通过大宗交易方式减持公司股份297.7639万股，其所持有的公司股份比例由17.92%减少至 16.86%，权益变动触及1%刻度。 ...

Summary of the Conference Call on Global Semiconductor Capital Equipment Industry Overview - The focus is on the **Wafer Fabrication Equipment (WFE)** market, particularly imports to **China**. - In **2025**, total WFE imports to China reached **$39.2 billion**, representing a **3% year-over-year (YoY)** increase, despite a **13% YoY** decline in December imports due to a high base effect from December 2024 [2][26][37]. Key Insights - **December 2025** saw WFE imports of **$4.5 billion**, marking the highest monthly figure for the year, with a **MoM increase of 84%** [2][3][26]. - **Lithography imports** hit a record high in December at **$2.3 billion**, primarily driven by demand from **Shanghai** and **Beijing** [3][27][35]. - The overall demand for WFE in China remains robust, particularly for **AI chip and memory production**, indicating a continued push for local production capabilities [3][68]. Company-Specific Insights ASML - ASML's China sales are projected to reach **EUR 3.14 billion** in Q4 2025, reflecting a **35% QoQ** and **64% YoY** increase, driven by high lithography imports [4][68][70]. - China is expected to account for **42%** of ASML's total system sales in Q4 2025, significantly higher than previous guidance [68][79]. Lam Research (LRCX) - December revenues for LRCX are expected to decline by **42% QoQ**, with China exposure estimated at **25%** of total revenues [6][90]. - The company anticipates that its China revenue exposure will fall below **30%** in 2026 [6][90]. Applied Materials (AMAT) - AMAT's January quarter revenues are projected to increase by **4% QoQ**, with China exposure remaining around **30%** [7][87]. Other Companies - **Tokyo Electron (TEL)** and **Kokusai** are also expected to see growth, with TEL benefiting from competitive pricing and Kokusai from increased adoption of batch ALD technology [17][20]. - **Screen** and **Advantest** are projected to experience declines in China revenue, with Screen's expected to drop **43% YoY** [11][12]. Import Trends - The **US, Singapore, and Malaysia** combined accounted for **35%** of WFE imports to China in 2025, while Japan's share decreased to **23%** [43][50]. - The share of lithography imports from the Netherlands has increased significantly since 2023, indicating a shift in sourcing strategies among global vendors [43][65]. Investment Implications - **NAURA**, **AMEC**, and **Piotech** are highlighted as outperformers in the domestic WFE market, benefiting from local demand and technological advancements [14][15][16]. - **ASML**, **LRCX**, and **AMAT** are also rated as outperformers, with strong growth prospects driven by ongoing demand in the semiconductor sector [19][20][21]. Conclusion - The WFE market in China is showing signs of resilience and growth, particularly in lithography, despite some expected declines in revenue for certain companies. The ongoing investments in local production capabilities for advanced technologies like AI chips and memory are likely to sustain demand in the coming years.

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生21笔大宗交易，合计成交金额为24.67亿元。该股近5个交易日累 计上涨1.38%，主力资金合计净流入2.55亿元。 责任编辑：小浪快报 1月21日，拓荆科技收跌0.32%，收盘价为368.83元，发生1笔大宗交易，合计成交量50.1万股，成交金 额1.83亿元。 第1笔成交价格为365.52元，成交50.10万股，成交金额18,312.55万元，溢价率为-0.90%，买方营业部为 国泰海通证券股份有限公司总部，卖方营业部为华泰证券股份有限公司北京分公司。 ...

Group 1 - The semiconductor and chip sector experienced a significant rally, with the STAR Market chip index rising by 3.92% as of 10:14 AM on January 21, 2026, driven by strong performances from companies like Loongson Technology (up 20.00%) and Haiguang Information (up 12.46%) [1] - CITIC Securities believes that the storage chip market is currently in a price uptrend due to the explosive demand from AI and supply-side contractions, leading to a performance surge for global storage industry enterprises [1] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, creating investment opportunities in domestic semiconductor equipment and packaging/testing sectors [1] Group 2 - TSMC is projected to achieve record-high revenue in Q4 2025, with advanced process technology (7nm and below) accounting for 77% of its revenue, and 3nm process shipments reaching 28% [1] - The company anticipates a significant increase in capital expenditure for 2026, estimated between $52 billion and $56 billion, aimed at enhancing its technological advantages and capacity expansion in the high-end wafer foundry sector [1] - The ongoing demand for AI computing power is expected to strongly drive the semiconductor manufacturing sector [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.76% of the index, including companies like SMIC, Haiguang Information, and Cambrian [2] - The STAR Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the STAR Market chip sector [2] Group 4 - Investors without stock accounts can explore investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [3]

拓荆科技1月20日大宗交易平台出现一笔成交，成交量42.31万股，成交金额1.55亿元，大宗交易成交价 为366.71元，相对今日收盘价折价0.89%。该笔交易的买方营业部为机构专用，卖方营业部为华泰证券 股份有限公司北京分公司。 进一步统计，近3个月内该股累计发生20笔大宗交易，合计成交金额为22.84亿元。 证券时报·数据宝统计显示，拓荆科技今日收盘价为370.00元，下跌1.33%，日换手率为1.84%，成交额 为19.15亿元，全天主力资金净流出5551.04万元，近5日该股累计上涨8.09%，近5日资金合计净流入3.57 亿元。 两融数据显示，该股最新融资余额为13.18亿元，近5日增加5255.06万元，增幅为4.15%。（数据宝） 1月20日拓荆科技大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 42.31 | 15515.50 | 366.71 | -0.89 | 机构专 | 华泰证券 ...

拓荆科技股份有限公司 2026 年第一次临时股东会会议资料 证券代码：688072 证券简称：拓荆科技 拓荆科技股份有限公司 2026 年第一次临时股东会会议资料 2026 年 1 月 拓荆科技股份有限公司 2026 年第一次临时股东会会议资料 目 录 | 拓荆科技股份有限公司 2026 | 年第一次临时股东会会议须知 | 1 | | --- | --- | --- | | 拓荆科技股份有限公司 2026 | 年第一次临时股东会会议议程 | 3 | | 拓荆科技股份有限公司 2026 | 年第一次临时股东会会议议案 | 5 | | 议案一：关于补选公司第二届董事会非独立董事并相应调整董事会专门 | | | | | | 拓荆科技股份有限公司 2026 年第一次临时股东会会议资料 拓荆科技股份有限公司 2026 年第一次临时股东会会议须知 为维护全体股东的合法权利，确保股东会的正常秩序和议事效率，保证股东 会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股东会规则》以及《拓荆科技股份有限公司章程》《拓荆科技股份有限公 司股东会议事规则》等相关规定，拓荆科技股份有限公司（以下简称"公司 ...