Group 1 - The core viewpoint of the article highlights that Shengmei Shanghai (688082.SH) is committed to a "globalization of customers" strategy, actively expanding its international market presence while serving domestic clients [1] - Shengmei has established stable partnerships with numerous leading companies in the semiconductor industry, including Changxin Technology in Hefei, after years of effort [1] - The company's international clients are spread across the United States, South Korea, Taiwan, and Southeast Asia [1]

Group 1 - The core point of the news is that Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. experienced a stock price increase of 5.39%, reaching 199.50 CNY per share, with a trading volume of 323 million CNY and a turnover rate of 0.38%, resulting in a total market capitalization of 95.793 billion CNY [1] - Shengmei Shanghai specializes in the research, development, production, and sales of semiconductor equipment, with 99.72% of its revenue coming from product sales and 0.28% from services [1] Group 2 - According to data from the top ten circulating shareholders of Shengmei Shanghai, the Nuoan Growth Mixed Fund A (320007) reduced its holdings by 754,100 shares in the third quarter, now holding 2,468,600 shares, which represents 0.57% of the circulating shares [2] - The Nuoan Growth Mixed Fund A has a current scale of 18.468 billion CNY and has achieved a year-to-date return of 11.92%, ranking 447 out of 8,838 in its category, while its one-year return is 59.27%, ranking 1,529 out of 8,089 [2] - The fund manager, Liu Huiying, has been in charge for 3 years and 166 days, with the fund's total asset scale at 23.634 billion CNY, achieving a best return of 94.73% and a worst return of 26.25% during her tenure [2]

Group 1 - The semiconductor equipment market is experiencing significant growth driven by the demand for AI-related investments, particularly in advanced logic circuits, memory, and packaging technologies [2][3] - The global semiconductor equipment sales are projected to reach a record $133 billion in 2025, with a year-on-year growth of 13.7%, and expected to continue rising to $145 billion in 2026 and $156 billion in 2027 [2] - The wafer fabrication equipment (WFE) sector is anticipated to achieve a sales record of $104 billion in 2024, with an 11% increase to $115.7 billion in 2025, reflecting higher-than-expected investments in DRAM and HBM [2] Group 2 - Major global memory manufacturers are expanding production and upgrading technology, which is a key driver for semiconductor equipment demand [3][4] - Samsung and SK Hynix are accelerating memory capacity expansion, with Samsung focusing on high-end products and SK Hynix preparing to complete a new factory by 2027 [4] - By 2026, South Korea is expected to reclaim the second position in global chip equipment spending, reaching approximately $29.66 billion, a 27.2% increase from 2025 [4] Group 3 - The evolution of storage chips, particularly 3D NAND and DRAM, is driving demand for etching and deposition equipment, with significant increases in the number of layers and complexity of structures [5][6] - The demand for etching equipment is expected to rise sharply as 3D NAND layers increase from 32 to 128, with etching equipment usage rising from 34.9% to 48.4% [10] - The global spending on storage-related equipment is projected to reach $136 billion between 2026 and 2028, with over 40% attributed to 3D NAND investments [11] Group 4 - The demand for deposition equipment is also surging, with the need for more steps in the deposition process as the number of 3D NAND layers increases [11] - Advanced technologies such as atomic layer deposition (ALD) are becoming more critical, with ALD equipment's share in capital expenditures rising from 18% in the 2D era to 26% in the 3D era [11] - HBM technology is increasing the demand for lithography and hybrid bonding equipment due to the need for high-density interconnections and precision [12] Group 5 - Domestic companies are making significant progress in the production of core semiconductor equipment, including etching, deposition, and hybrid bonding devices [14][15] - Companies like Zhongwei, Northern Huachuang, and Yitang Semiconductor are leading in etching equipment, while Northern Huachuang and TuoJing Technology are notable in deposition equipment [14][15] - The hybrid bonding sector is also seeing advancements, with companies like Qinghe Crystal and TuoJing Technology developing innovative bonding solutions for various applications [16][17]

Group 1 - The core announcement from Shengmei Shanghai is the approval of several key proposals during the first extraordinary shareholders' meeting of 2026, including changes to registered capital and related documents [2] - The company also approved a proposal regarding the execution of related party transactions for the year 2025 and the expected related party transactions for 2026 [2]

致：盛美半导体设备（上海）股份有限公司 北京市金杜律师事务所上海分所（以下简称本所）接受盛美半导体设备（上 海）股份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以 下简称《证券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券 监督管理委员会（以下简称中国证监会）《上市公司股东会规则》（以下简称《股 东会规则》）等中华人民共和国境内（以下简称中国境内，为本法律意见书之目 的，不包括中国香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效 的法律、行政法规、规章和规范性文件和现行有效的公司章程有关规定，指派律 师出席了公司于 2026 年 1 月 8 日召开的 2026 年第一次临时股东会（以下简称本 次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司 2025 年第四次临时股东会审议通过的《盛美半导体设备（上海） 股份有限公司章程》（以下简称《公司章程》）； 2. 公司 2025 年 12 月 13 日刊登于上海证券交易所网站的《盛美半导体设备 （上海）股份有限公司第三届董事会第二次会议决议 ...

证券代码：688082 证券简称：盛美上海 公告编号：2026-001 盛美半导体设备（上海）股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 1 月 8 日 （二） 股东会召开的地点：中国（上海）自由贸易试验区丹桂路 999 弄 B4 栋会 议室 二、 议案审议情况 （一） 非累积投票议案 1、 议案名称：关于变更注册资本及修订《公司章程》及其附件的议案 审议结果：通过 表决情况： （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 194 | | --- | --- | | 普通股股东人数 | 194 | | 2、出席会议的股东所持有的表决权数量 | 365,592,553 | | 普通股股东所持有表决权数量 | 365,592,553 | | 3、出席会议的股东所持有表决权数量 ...

Core Viewpoint - The stock of Semiconductor Manufacturing International Corporation (SMIC) in Shanghai has shown a significant increase in price and trading activity, reflecting positive financial performance and investor interest in the semiconductor equipment sector [1][2]. Group 1: Stock Performance - As of January 8, SMIC's stock price decreased by 2.01% to 194.03 CNY per share, with a trading volume of 5.51 billion CNY and a turnover rate of 0.64%, resulting in a total market capitalization of 931.66 billion CNY [1]. - Year-to-date, SMIC's stock has risen by 10.21%, with a 9.65% increase over the last five trading days, an 18.31% increase over the last 20 days, and a 7.99% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, SMIC reported a revenue of 5.146 billion CNY, representing a year-on-year growth of 29.42%, and a net profit attributable to shareholders of 1.266 billion CNY, which is a 66.99% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for SMIC increased to 21,700, up by 85.89%, while the average number of circulating shares per shareholder decreased by 46.20% to 20,098 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable reductions in holdings for several funds, indicating a shift in investor positions [3].

Core Viewpoint - The semiconductor equipment stocks in the A-share market experienced a collective rise, with several companies reaching historical highs in their stock prices [1]. Group 1: Stock Performance - Xinyuan Micro (芯源微) saw a 20% increase, reaching a market capitalization of 38.5 billion [2]. - Kema Technology (珂玛科技) rose by over 14%, with a total market value of 49.7 billion [2]. - Pioneer Precision (先锋精科) increased by over 12%, with a market cap of 14.7 billion [2]. - Zhongwei Company (中微公司) experienced a 7.96% rise, bringing its market value to 222.8 billion [2]. - Fuchuang Precision (富创精密) rose by 7.68%, with a market capitalization of 24.9 billion [2]. - Northern Huachuang (北方华创) increased by 6.96%, with a total market value of 376.6 billion [2]. - TuoJing Technology (拓荆科技) saw a 6.74% rise, reaching a market cap of 107.4 billion [2]. - Several companies, including Xinyuan Micro, Kema Technology, Zhongwei Company, Northern Huachuang, TuoJing Technology, and Huahai Qingke (华海清科), reached historical highs [1]. Group 2: Year-to-Date Performance - Xinyuan Micro has a year-to-date increase of 28.47% [2]. - Kema Technology has a year-to-date increase of 33.03% [2]. - Zhongwei Company has a year-to-date increase of 30.50% [2]. - Northern Huachuang has a year-to-date increase of 13.23% [2]. - TuoJing Technology has a year-to-date increase of 15.79% [2].

Group 1 - The A-share semiconductor equipment stocks collectively rose, with notable gains including a 20% increase for Xinyuan Microelectronics, over 14% for Kema Technology, and over 12% for Pioneer Precision [1] - Several companies, including Xinyuan Microelectronics, Kema Technology, Zhongwei Company, and others, reached historical highs [1] - The overall market sentiment in the semiconductor sector appears positive, as indicated by the MACD golden cross signal formation [2] Group 2 - Xinyuan Microelectronics (688037) had a market cap of 38.5 billion and a year-to-date increase of 28.47% [2] - Kema Technology (301611) reported a market cap of 49.7 billion with a year-to-date increase of 33.03% [2] - Zhongwei Company (688012) had a significant market cap of 222.8 billion and a year-to-date increase of 30.50% [2]

Group 1 - The core point of the news is that Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. has seen a stock price increase of 5.71%, reaching 195.56 CNY per share, with a total market capitalization of 93.901 billion CNY as of January 7 [1] - The company specializes in the research, development, production, and sales of semiconductor equipment, with 99.72% of its revenue coming from product sales and 0.28% from services [1] - The stock has a trading volume of 4.90 million CNY and a turnover rate of 0.59% [1] Group 2 - According to data from the top ten holdings of funds, Huabao Fund has a significant position in Shengmei Shanghai, holding 2,000 shares in the Huabao SSE STAR Market Comprehensive Index Enhanced A Fund (024752), which accounts for 0.12% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 21,100 CNY today [2] - The fund was established on September 16, 2025, with a current scale of 94.9275 million CNY and a year-to-date return of 4.43%, ranking 1505 out of 5488 in its category [2]