证券日报网讯 2月26日，恒运昌在互动平台回答投资者提问时表示，公司是国内领先的半导体设备核心 零部件供应商，主要从事等离子体射频电源系统、等离子体激发装置、等离子体直流电源、各种配件的 研发、生产、销售及技术服务，并引进真空获得和流体控制等相关的核心零部件，围绕等离子体工艺提 供核心零部件整体解决方案。公司产品已量产交付拓荆科技、中微公司、北方华创、微导纳米、盛美上 海等国内头部半导体设备商，同时还为晶圆厂提供等离子体射频电源系统原位替换及维修等技术服务。 公司还将持续积极拓展半导体、光伏、显示面板、精密光学及其他领域优质的客户，不断加强公司在各 领域的发展并扩大业务规模。 （文章来源：证券日报） ...

格隆汇2月26日｜有投资者在互动平台向恒运昌提问：请问公司在存储方向都有哪些最终客户？恒运昌 回复称，公司是国内领先的半导体设备核心零部件供应商，主要从事等离子体射频电源系统、等离子体 激发装置、等离子体直流电源、各种配件的研发、生产、销售及技术服务，并引进真空获得和流体控制 等相关的核心零部件，围绕等离子体工艺提供核心零部件整体解决方案。公司产品已量产交付拓荆科 技、中微公司、北方华创、微导纳米、盛美上海等国内头部半导体设备商，同时还为晶圆厂提供等离子 体射频电源系统原位替换及维修等技术服务。公司还将持续积极拓展半导体、光伏、显示面板、精密光 学及其他领域优质的客户，不断加强公司在各领域的发展并扩大业务规模。 ...

公司方面，据上证报表示， 华海清科：主要产品包括CMP设备、减薄设备、划切设备、湿法设备、晶圆再生、关键耗材与维保服 务等，初步实现了"装备+服务"的平台化战略布局。 盛美上海：从事对集成电路制造行业至关重要的半导体清洗设备、半导体电镀等设备的开发、制造和销 售，并为半导体制造商提供定制化、高性能、低消耗的工艺解决方案。 据上证报报道，2月23日，北京大学电子学院研究员邱晨光说，团队创造性地制备了迄今尺寸最小、功 耗最低的铁电晶体管，有望为AI芯片算力和能效提升提供核心器件支撑。邱晨光表示，这一技术打破 了传统铁电晶体管的物理限制，使得能耗比国际最好水平整整降低了一个数量级。邱晨光解释，有着超 低工作电压与极低能耗特性的纳米栅铁电晶体管，不仅能为构建高能效数据中心提供核心器件方案，也 为发展下一代高算力人工智能芯片奠定关键技术基础。 东海证券认为，全球半导体需求持续改善，AI服务器与新能源车保持高速增长，需求在2026年1月或将 继续复苏。从供给端看，尽管企业库存水位较高且仍在上升，但AI带来的部分细分市场需求高增，使 得上游晶圆代工厂有所提价，手机、PC等消费电子受内存涨价影响或使成本有所上升，从而或使出货 ...

今年以来盛美上海已公布的国际专利申请16个，较去年同期增加了60%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了4.16亿元，同比增20.17%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，根据企查查数据显示盛美上海（688082）公布了一项国际专利申请，专利名为"一种处 理液供给装置"，专利申请号为PCT/CN2025/099031，国际公布日为2026年2月19日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） ...

Core Viewpoint - The increasing trend of funds focusing on inquiry transfer projects, which offer shorter cycles and greater discounts, is aimed at enhancing capital utilization efficiency [1]. Group 1: Market Trends - Since 2026, 12 listed companies have conducted inquiry transfers, with notable participation from well-known public and private fund institutions such as E Fund, Huaxia Fund, and Nord Fund [1][2]. - The inquiry transfer of Guangdong Wannianqing Pharmaceutical Co., Ltd. involved a maximum transfer of 8 million shares at a price of 18.80 CNY per share, reflecting a discount rate of 91.66% compared to the closing price on the pricing benchmark date [2][3]. Group 2: Participant Analysis - Private and public funds are the main participants in inquiry transfers, with private funds having the highest subscription frequency from 2020 to 2025, totaling 577 times [3]. - Public funds led with 82 subscriptions among licensed financial institutions, followed by QFII and securities companies with 43 and 60 subscriptions, respectively [3]. Group 3: Performance Metrics - As of February 11, 2026, 11 out of 12 companies that conducted inquiry transfers had stock prices above the initial transfer price, with some institutions achieving floating profits exceeding 30% [4]. - For example, Jiangbolong's inquiry transfer price was 212.09 CNY per share, while its stock price reached 284.14 CNY, resulting in a floating profit rate of approximately 34% [4]. Group 4: Comparative Analysis with Private Placements - Inquiry transfers have shown superior returns and discount performance compared to private placements, with an average return of 49.52% for inquiry transfers in 2025, surpassing the 38.61% return from competitive private placements [4][5]. - The number of companies conducting inquiry transfers increased from 12 in 2021 to 180 in 2025, indicating a growing acceptance of this method [5]. Group 5: Strategic Insights - Inquiry transfers and private placements complement each other by offering different risk-return profiles, attracting various investment strategies [5]. - The focus on sectors such as semiconductors, AI hardware, and domestic software is expected to enhance the visibility and growth certainty of leading companies, making their equity attractive assets [5].

Core Viewpoint - The company is positioned as a leading strategic supplier in the domestic thin film deposition and etching equipment sector, with significant progress in product supply and development for major domestic clients [1] Group 1: Product Supply and Development - The company has achieved bulk supply of thin film deposition equipment to major domestic enterprises such as TuoJing Technology, WeiDao Nano, and ShengMei Shanghai [1] - The company is also supplying etching equipment to key domestic players including ZhongWei Company and BeiFang HuaChuang [1] - The company is developing multiple models of plasma RF power supplies and matching devices for various models of clients like ZhongWei Company, WeiDao Nano, BeiFang HuaChuang, and ShengMei Shanghai [1] Group 2: Revenue Growth and Future Prospects - By the first half of 2025, the company expects to achieve sales revenue exceeding a certain threshold from clients in niche areas such as etching, ion implantation, and cleaning [1]

Core Viewpoint - Shengmei Shanghai (688082) has filed an international patent application for a "Pipeline Disassembly Tool," indicating a focus on innovation and R&D growth [1] Group 1: Patent Information - The patent application number is PCT/CN2025/101333, with an international publication date set for February 5, 2026 [1] - This marks the 15th international patent application filed by Shengmei Shanghai this year, representing an 87.5% increase compared to the same period last year [1] Group 2: R&D Investment - In the first half of 2025, the company invested 416 million yuan in R&D, reflecting a year-on-year increase of 20.17% [1]

上海证券交易所： 国泰海通证券股份有限公司（以下简称"国泰海通"或"组织券商"）受委 托担任 ACM RESEARCH,INC.（以下简称"美国 ACMR"或"出让方"）以向 特定机构投资者询价转让（以下简称"本次询价转让"）方式减持所持有的盛美 半导体设备（上海）股份有限公司（以下简称"公司"或"盛美上海"）首次公 开发行前已发行股份的组织券商。 经核查，国泰海通就本次询价转让的股东、受让方是否符合《上海证券交易 所科创板上市公司自律监管指引第 4 号——询价转让和配售（2025 年 3 月修订）》 （以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过 程与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报 告说明。 一、本次询价转让概况 （一）本次询价转让出让方 截至 2026 年 1 月 30 日，出让方所持公司股份的数量、比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | 1 | 美国 ACMR | 357,692,308 | 74.49% | 注：以上持股比例按 2026 年 1 月 ...

盛美半导体设备（上海）股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益 变动触及 1%整数倍的提示性公告 ACM RESEARCH, INC.（以下简称"美国 ACMR"或"出让方"）保证向盛美 半导体设备（上海）股份有限公司（以下简称"盛美上海"或"公司"）提供的信 息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和 完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：688082 证券简称：盛美上海 公告编号：2026-005 重要内容提示: 本次询价转让的价格为160.00元/股，转让的股票数量为4,801,648股。 公司控股股东美国 ACMR参与本次询价转让。美国 ACMR 为盛美上海实 际控制人、董事长 HUI WANG 控制的公司，本次询价转让的出让方与 HUI WANG 及公司董事、总经理王坚为一致行动人。 公司不存在《上海证券交易所科创板股票上市规则》第八章第二节规定的 应当披露而未披露的经营风险，不存在其他应披露而未披露的重大事项。 本次权益变动为股份减持和被动稀释，本次转让不会导致公司控股股东、 实际控 ...

Core Viewpoint - The company emphasizes its commitment to a development strategy focused on "technological differentiation, product platformization, and global customer reach" since its inception [1] Group 1 - The company has consistently promoted product innovation and technological breakthroughs, which have provided strong support for capturing market opportunities and achieving organic growth [1] - The company is optimistic about its future development, leveraging its current product portfolio's technology to explore new growth points [1]