智通财经6月23日电，芯片股震荡拉升，存储芯片、光刻机等方向领涨，大为股份、波长光电双双涨 停，中晶科技、晶方科技、芯导科技涨超5%，台基股份、中科飞测、拓荆科技等跟涨。 芯片股震荡走强 大为股份、波长光电双双涨停 ...

Group 1 - The core viewpoint of the news is that Shenzhen Hengyun Chang Vacuum Technology Co., Ltd. has received acceptance for its IPO on the Sci-Tech Innovation Board, marking its entry into the A-share market [1] - Hengyun Chang is a leading domestic supplier of core components for semiconductor equipment, focusing on the research, production, sales, and technical services of plasma RF power systems, plasma excitation devices, and plasma DC power supplies [1] - The company has a significant market valuation of 3.292 billion yuan following its last market financing in December 2023 [1] Group 2 - In 2024, Hengyun Chang is projected to achieve an operating revenue of approximately 541 million yuan, with a corresponding net profit of about 143 million yuan [1] - The company has a high customer concentration, with the top five customers accounting for 73.54%, 80.39%, and 90.62% of total operating revenue during the reporting periods [2] - Sales to the largest customer, Tuojing Technology, represented 45.23%, 58.16%, and 63.13% of total revenue in the respective years, indicating a growing dependency on this client [2]

一、本次实施差异化权益分派的原因 公司于 2025 年 4 月 23 日召开第二届董事会第十五次会议，并于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于公司 2024 年度利润分配 方案的议案》。公司拟以实施权益分派股权登记日公司总股本扣除回购专用证券 账户中的股份数为基数，向全体股东每 10 股派发现金红利 2.70 元（含税），不 进行资本公积转增股本，不送红股。 公司于 2024 年 3 月 1 日召开第二届董事会第三次会议，并于 2024 年 3 月 18 日召开 2024 年第二次临时股东大会，审议通过了《关于以集中竞价交易方式 回购公司股份方案的议案》。截至 2024 年 6 月 14 日，上述回购计划实施完毕， 公司通过上海证券交易所交易系统以集中竞价交易方式已累计回购公司股份 1,267,894 股，上述回购股份存放于"拓荆科技股份有限公司回购专用证券账户" 中。 招商证券股份有限公司 关于拓荆科技股份有限公司 差异化分红事项的核查意见 招商证券股份有限公司（以下简称"招商证券"或"保荐机构"）作为拓荆 科技股份有限公司（以下简称"拓荆科技"或"公司"）首次公 ...

证券代码：688072 证券简称：拓荆科技 公告编号：2025-033 拓荆科技股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： 1. 发放年度：2024年年度 每股现金红利0.27元（含税） 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/18 | 2025/6/19 | 2025/6/19 | 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的公司全体股东（存 放于"拓荆科技股份有限公司回购专用证券账户"中的回购股份除外）。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的有关 规定，上市公司回购专用证券账户中的股份，不享有股东会表决权、利润分配、 是否涉及差异化分红送转：是 每股分配比例 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经拓荆科技股份有限公司（以下 ...

Core Viewpoint - The digital economy theme index has experienced a decline, with significant drops in key component stocks, indicating a challenging market environment for the sector [1][2]. Group 1: Market Performance - As of June 10, 2025, the CSI Digital Economy Theme Index (931582) fell by 1.99%, with major declines in stocks such as Deepin Technology (300454) down 7.14% and Yonyou Network (600588) down 6.22% [1]. - The Digital Economy ETF (560800) also decreased by 1.98%, with a latest price of 0.74 yuan and a trading volume of 21.44 million yuan [1]. - The Digital Economy ETF has reached a recent high in scale at 788 million yuan and a recent high in shares at 1.042 billion, ranking in the top half of comparable funds [2]. Group 2: Investment Trends - Shenwan Hongyuan suggests that a structural bull market in A-shares may require significant technological catalysts, particularly in AI, embodied intelligence, and defense industries [1]. - The report highlights key products to watch in the second half of the year, including DeepSeekR2, GPT5, and the mass production version of Tesla's Optimus [1]. - There is a noted increase in leveraged funds, with the Digital Economy ETF seeing net inflows of 13.6 million yuan and a total of 12.12 million yuan over the last five trading days [2]. Group 3: Key Holdings - As of May 30, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 50.98% of the index, with notable companies including Dongfang Wealth (300059) and SMIC (688981) [3][5]. - The performance of these key stocks varied, with Dongfang Wealth down 2.47% and Hikvision (002415) down 1.55%, while Haiguang Information (688041) saw an increase of 2.86% [5].

Core Insights - The semiconductor industry is experiencing a mild recovery, with significant growth in AI-driven markets and demand for data centers, as evidenced by Nvidia's impressive Q1 performance, which saw a 73% year-over-year increase in data center revenue [3][4] - The semiconductor industry ETF (159582) has shown notable performance, with a 33.93% increase in net value over the past year, ranking in the top 8.67% among equity index funds [4][5] - Recent U.S. export restrictions on semiconductor technology to China have led to increased costs for companies like Nvidia, impacting their financials [3][4] ETF Performance - The semiconductor industry ETF has seen a significant increase in scale, growing by 30.85 million yuan over the past three months, placing it in the top half of comparable funds [4] - The ETF's share count has also increased by 30 million shares in the last six months, indicating strong investor interest [4] - The ETF's year-to-date performance shows a relative drawdown of 0.48% compared to its benchmark, with a Sharpe ratio of 1.11, indicating a favorable risk-adjusted return [5] Top Holdings - The top ten weighted stocks in the semiconductor index account for 75.47% of the index, with North Huachuang (002371) holding the largest weight at 15.51% [5][7] - Other significant holdings include Zhongwei Company (688012) at 12.80% and SMIC (688981) at 11.67%, reflecting a concentration in key players within the semiconductor sector [5][7] - The performance of these stocks varies, with some experiencing slight declines while others, like Tuojing Technology (688072), have seen increases of 3.02% [7]

Core Viewpoint -拓荆科技 is a leading enterprise in the domestic semiconductor thin film deposition equipment and hybrid bonding equipment market, focusing on advanced technologies and products to meet the growing demands of the semiconductor industry driven by AI and emerging sectors [1][2][3] Financial Performance - In Q1 2025, the company reported revenue of 709 million yuan, a year-on-year increase of 50.22%, but a net loss of 147 million yuan, with a basic earnings per share of -0.53 yuan [1] - The decline in gross margin is attributed to the high cost of new products and processes, which accounted for nearly 70% of the revenue during the quarter [2] Product Development and Market Position - The company is focusing on thin film deposition equipment and advanced bonding equipment for 3D integration, continuously expanding its product offerings to meet industry trends and customer demands [3][4] - The company has successfully developed and delivered several new products, including low dielectric constant SiCO film process equipment and Thermal-ALD devices, which have passed customer verification and are now in industrial application [4] Industry Outlook - The semiconductor industry is expected to grow significantly, with global sales projected to increase by 19% to reach 628 billion USD in 2024, and continue to maintain double-digit growth in 2025, potentially exceeding 1 trillion USD by 2030 [2] - The demand for semiconductor equipment is rising due to advancements in AI applications and the increasing performance requirements for semiconductor devices [3] Strategic Initiatives - The company is committed to deepening its core business and advancing technology products in cutting-edge fields, with plans for new R&D and industrialization bases to support future growth [4][5]

《科创板日报》3日讯，拓荆科技董事长吕光泉今日在业绩会上表示，公司今年一季度确认收入的部分 新产品、新工艺成本较高，是为满足部分客户需求紧急出货所致，该情况的发生与相关国家出口管制政 策、客户需求的紧迫程度及技术迭代节奏等多重因素有关，目前看属于阶段性的特殊情形，未来遇到类 似情况的可能性较低。"公司该等新产品大部分已经通过客户验证，逐步进入规模量产阶段，从长期来 看，有利于促进公司与客户的长期合作，扩大公司设备市场占有率"。（记者 郭辉） 拓荆科技吕光泉：一季度紧急出货致成本过高 属阶段性特殊情形 ...

作者丨鲁智高 来源丨 投中网 不久前，宁德时代成功在港上市，成为继快手之后香港市场规模最大的上市项目，同时还有望成为 2025年全球最大IPO。 将投中网设为"星标⭐"，第一时间收获最新推送 以基金投资加快产业培育。 基金的模式探索及制度设计。 也正是从那时起，他们逐步探索形成了以管理国家级基金为主，具有一定规模和影响力的国投特色基 金业务。从发展脉络来看，国投集团管理的几乎所有基金都紧密围绕着一项或数项国家重大战略。 早在2016年，国投系基金领投宁德时代早期轮融资，长期陪伴其发展，见证了这家公司成长为新能 源电池领域龙头的全过程。 除了宁德时代，包括比亚迪、拓荆科技、联影医疗、迪哲医药、中微半导体、寒武纪、华大九天、中 伟新材、粤芯半导体等明星企业在内，国投系基金都以投资者的身份在对方成长过程中扮演着重要角 色。 经过三十年的发展，国投系基金目前旗下在管基金超50只，管理规模超2700亿元，其中国家级政府 投资基金有十余只，规模超过2300亿元，是名副其实的基金"国家队"。 以基金投资加快产业培育，这支基金"国家队"聚焦集成电路、智能网联汽车、生物医药、生物制造等 战新产业重点领域，已经取得丰硕成果。 当 ...

Core Viewpoint - The announcement details the termination of the concerted action relationship among shareholders of Tuojing Technology Co., Ltd, which does not affect the actual shareholding structure or control of the company [2][10]. Group 1: Termination of Concerted Action Relationship - The termination of the concerted action relationship does not involve any increase or decrease in the actual shareholding of the shareholders, and it does not trigger a mandatory takeover bid [2][10]. - After the termination, the company will still not have a controlling shareholder or actual controller, and the operational status of the company remains unaffected [2][11]. - The termination of the concerted action relationship complies with the public commitments made by the shareholders [2][10]. Group 2: Details of Shareholders Involved - On May 30, 2025, Tuojing Technology received a notice from Jiang Qian and his concerted action parties, including eight individual shareholders and eleven employee shareholding platforms, regarding the termination of their concerted action relationship [3][6]. - The concerted action relationship was originally established through agreements signed in 2014 and 2015, which required the parties to act in unison in exercising their voting rights and other shareholder rights [3][4]. Group 3: Shareholding Structure Post-Termination - Before the termination, Jiang Qian and his concerted action parties collectively held 31,625,068 shares, accounting for 11.3056% of the total share capital [9]. - After the termination, the actual number of shares held by the shareholders remains unchanged, with the eight individual shareholders calculating their rights separately, while the eleven employee shareholding platforms continue to act in concert, holding a total of 25,149,516 shares, which is 8.9907% of the total share capital [8][9]. Group 4: Compliance and Governance - The termination of the concerted action relationship does not violate relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [10]. - The governance structure and daily operations of the company will not be adversely affected by this termination, and there will be no changes in the management team [12].