Group 1 - The core point of the news is that Shengmei Shanghai (688082.SH) has announced a share transfer price of 160.00 CNY per share based on the inquiry subscription situation as of February 2, 2026, with 38 institutional investors participating in the inquiry transfer [1] - The total number of shares effectively subscribed by institutional investors is 5,639,000, with an effective subscription multiple of approximately 1.17 times [1] - The total number of shares to be transferred is 4,801,648, with 30 institutional investors identified as the preliminary transferees [1] Group 2 - The total amount of the inquiry transfer is calculated to be 768 million CNY [2] - The transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [2] - The controlling shareholder, ACMR from the United States, holds a 74.49% stake in Shengmei Shanghai, and the transfer is associated with HUI WANG, the actual controller and chairman of the company [2] Group 3 - Shengmei Shanghai raised a total of 3.685 billion CNY through its initial public offering, with a net amount of 3.481 billion CNY after deducting issuance costs, exceeding the original plan by 1.681 billion CNY [3] - The funds raised are intended for the development and manufacturing center of semiconductor equipment, high-end semiconductor equipment research projects, and to supplement working capital [3] Group 4 - The total issuance costs for Shengmei Shanghai amount to 204 million CNY, with underwriting and sponsorship fees accounting for 174 million CNY [4] - The company has raised a total of 8.167 billion CNY from two fundraising rounds [5]

证券代码：688082 证券简称：盛美上海 公告编号：2026-004 盛美半导体设备（上海）股份有限公司 股东询价转让定价情况提示性公告 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。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为 30 家机 构投资者，拟受让股份总数为 4,801,648 股。 二、风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。本次询价转让的最终结果以中国证券登记结算有限责任 公司上海分公司股份变更登记办理完成的结果为准。 1 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 经营。 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。 重要内容提示： 根据2026年2月2日询价申购情况，初步确定的盛美上海股东询价转让（以 下简称"本次询价转让"）的转让价格为160.00元/股。 ...

每经AI快讯，2月2日，盛美上海(688082.SH)公告称，根据2026年2月2日询价申购情况，初步确定的股 东询价转让价格为160.00元/股。参与报价的机构投资者家数为38家，合计有效认购股份数量为 5,639,000股，对应的有效认购倍数约为1.17倍。本次询价转让拟转让股份已获全额认购，初步确定受让 方为30家机构投资者，拟受让股份总数为4,801,648股。 ...

Core Viewpoint - Shengmei Shanghai (688082.SH) announced a share transfer plan on January 31, 2023, where its controlling shareholder, ACMR, intends to transfer 4,801,648 shares, representing 1.00% of the total share capital, due to personal funding needs [1][2]. Group 1: Share Transfer Details - The transferring party, ACMR, holds 74.49% of Shengmei Shanghai's total shares and is controlled by HUI WANG, who is also the chairman [1]. - The share transfer will not occur through centralized bidding or block trading, and the minimum transfer price will be set at no less than 70% of the average trading price over the previous 20 trading days [2]. - The total amount expected to be raised from the share transfer is approximately 90.66 million yuan, based on the closing price of 188.80 yuan on January 30, 2023 [1]. Group 2: Shareholder Reduction Results - As of November 21, 2025, HUI WANG and other associated parties have reduced their holdings, with HUI WANG selling 199,794 shares (0.04% of total shares) and other executives also reducing their stakes [3]. - The total amount raised from these reductions includes 34,633,920.43 yuan from HUI WANG and 24,786,328.00 yuan from Wang Jian, among others [4]. Group 3: Fundraising History - Shengmei Shanghai went public on November 18, 2021, raising a total of 3.685 billion yuan, with a net amount of 3.481 billion yuan after deducting issuance costs [4]. - The company initially planned to raise 1.8 billion yuan for semiconductor equipment R&D and working capital, but the final net amount exceeded the original plan by 1.681 billion yuan [4]. - The total fundraising amount from two rounds of financing is approximately 8.167 billion yuan [6].

Core Viewpoint - ACM Research, Inc. plans to transfer 4,801,648 shares of Shengmei Semiconductor Equipment (Shanghai) Co., Ltd., representing 1.00% of the total share capital, through a pre-IPO shareholder inquiry transfer to meet its funding needs [3][8]. Group 1: Share Transfer Details - The total number of shares to be transferred is 4,801,648, which accounts for 1.00% of Shengmei Shanghai's total share capital as of January 30, 2026 [3][4]. - The transfer will not occur through centralized bidding or block trading and is not classified as a secondary market reduction [3]. - The shares acquired through this inquiry transfer cannot be transferred within six months after acquisition [3]. Group 2: Seller Information - The seller, ACMR, is the controlling shareholder of Shengmei Shanghai and is associated with HUI WANG, who is the chairman and actual controller of the company [5]. - ACMR has confirmed that the shares are free from any restrictions or prohibitions on transfer and comply with relevant regulations [5][6]. Group 3: Transfer Pricing and Conditions - The minimum transfer price will not be lower than 70% of the average trading price over the 20 trading days prior to January 30, 2026 [8]. - If the total number of valid subscriptions exceeds the number of shares available, the transfer price will be determined based on price priority, quantity priority, and time priority [9]. Group 4: Investor Eligibility - Eligible investors for the inquiry transfer include institutional investors with appropriate pricing capabilities and risk tolerance, such as securities companies, fund management companies, and qualified foreign institutional investors [10]. Group 5: Company Risk and Control - Shengmei Shanghai does not face any operational risks that require disclosure under the relevant stock exchange rules [11]. - The inquiry transfer is not expected to result in a change of control for Shengmei Shanghai [11].

盛美半导体设备（上海）股份有限公司 股东询价转让计划书 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"公司"或"盛美上海"）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。 重要内容提示： 证券代码：688082 证券简称：盛美上海 公告编号：2026-003 拟参与盛美上海首发前股东询价转让（以下简称"本次询价转让"）的 股东为美国ACMR； 出让方拟转让股份的总数为4,801,648股，占盛美上海总股本的比例为 1.00%； 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。受让方通过询价转让受让的股份，在受让后6个月内不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托国泰海通证券股份有限公司（以下简称"国泰海通"）组织实施 本次询价转让。截至 2026 年 1 ...

国泰海通证券股份有限公司 关于盛美半导体设备（上海）股份有限公司 一、本次询价转让的委托 国泰海通收到出让方关于本次询价转让的委托，委托国泰海通组织实施本次 询价转让。 二、关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 股东向特定机构投资者询价转让股份 相关资格的核查意见 中国（上海）自由贸易试验区商城路 618 号 1 国泰海通证券股份有限公司（以下简称"国泰海通"）受盛美半导体设备（上 海）股份有限公司（以下简称"盛美上海"或"公司"）股东 ACM RESEARCH, INC.（以下简称"美国 ACMR"或"出让方"）委托，组织实施本次盛美上海 首发前股东向特定机构投资者询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则》《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》"）等相关规定，国泰海 通对参与本次询价转让股东的相关资格进行核查，并出具本核查意见。 根据相关法规要求，国泰海通对 ...

（文章来源：证券日报） 证券日报网1月29日讯 ，盛美上海在接受调研者提问时表示，公司预计2026年的毛利率水平仍将保持在 42%-48%，研发投入占比预计将在14%-19%。 ...

Core Viewpoint - Shengmei Shanghai reported that its overall performance remained stable in the third quarter of last year, despite a decrease in ACRM's gross margin due to differing accounting standards between China and the United States [1] Group 1: Financial Performance - The gross margin of ACRM has decreased, primarily influenced by the differences in accounting standards between China and the United States [1] Group 2: Strategic Initiatives - The company will continue to promote technological iteration and product innovation to address client process challenges [1] - Shengmei Shanghai aims to strengthen its differentiated competitive barriers, which will help maintain a stable and positive trend in gross margin [1]

证券日报网1月29日讯，盛美上海在接受调研者提问时表示，目前，公司重点推出的面板级先进封装的 新设备包括UltraECPap-p面板级电镀设备、UltraCvac-p面板级负压清洗设备和UltraCbev-p面板级边缘刻 蚀设备等三款新产品。其中，UltraECPap-p面板级电镀设备创新性地采用了专利申请保护的水平(平面) 电镀方式，让方形电场与面板实现同步旋转，能够更好地控制电镀均匀性；同时能够实现面板传输过程 中引起的槽体间污染控制，大大降低了不同种金属电镀槽之间化学交叉污染的风险；UltraCvac-p面板级 负压清洗设备利用负压技术去除芯片结构中的助焊剂残留物，可使清洗液到达狭窄的缝隙，显著提高了 清洗效率，目前该设备已经在客户端实现量产；UltraCbev-p面板级边缘刻蚀设备采用专为边缘刻蚀和铜 残留清除而设计的湿法刻蚀工艺，在扇出型面板级封装技术中起到至关重要的作用。公司将积极推进上 述三类产品在中国台湾市场的应用及拓展，后续相关产品的具体动态信息敬请关注公司披露的公开信 息。公司将积极把握面板级设备市场发展趋势，做全湿法工艺的面板设备类型。此外，晶圆级封装设备 今年也有信心在中国台湾打开市场 ...