8只科创板股大宗交易平台发生交易，合计成交1.21亿元。 证券时报·数据宝统计显示，12月16日共有8只科创板股发生大宗交易，合计成交15笔，累计成交量 1369.19万股，成交额合计1.21亿元。 统计显示，成交金额最多的是和辉光电，共有2笔大宗交易，合计成交量为1250.00万股，成交金额合计 3275.00万元；其次是中邮科技、华海清科，大宗交易金额分别为2910.00万元、2498.65万元。 | 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | | （%） | （万元） | | 688538 | 和辉光 电 | 2 | 1250.00 | 2.62 | -0.76 | | 3275.00 | | 688648 | 中邮科 技 | 2 | 60.00 | 48.50 | -12.94 | | 2910.00 | | 688120 | 华海清 科 | 6 | 17.30 | 144.43 | -6. ...

12月16日，华海清科大宗交易成交17.3万股，成交额2498.65万元，占当日总成交额的2.41%，成交价 144.43元，较市场收盘价155元折价6.82%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-16 | 李洪泉华 | 688120 | 144.43 | 1227.66 | 85 | 机构专用 | | 客 | | 2025-12-16 | 华海清科 | 688120 | 144.43 | 332.19 | 2.3 | 机构专用 | | KI | | 2025-12-16 | 华海清科 | 688120 | 144.43 | 303.3 | 2.1 | 公司 2017 | | る | | 2025-12-16 | 李洪洪华 | 688120 | 144.43 | 216.65 | 1.5 | 机构专用 | | 習 | | 2025-12-16 | 华海清科 | 6 ...

华海清科12月15日大宗交易平台共发生12笔成交，合计成交量152.86万股，成交金额2.21亿元。成交价 格均为144.43元，相对今日收盘价折价7.01%。从参与大宗交易营业部来看，机构专用席位共出现在7笔 成交的买方或卖方营业部中，合计成交金额为1.97亿元，净买入1.97亿元。 证券时报·数据宝统计显示，华海清科今日收盘价为155.31元，下跌0.44%，日换手率为2.05%，成交额 为11.36亿元，全天主力资金净流出1.45亿元，近5日该股累计上涨8.63%，近5日资金合计净流出1.39亿 元。 部(非营业场所) 司天津新开路证券营业部 | 2.16 | 312.65 | 144.43 | -7.01 | 华泰证券股份有限公司北 | 国泰海通证券股份有限公 | | --- | --- | --- | --- | --- | --- | | | | | | 京分公司 | 司天津新开路证券营业部 | | 2.00 | 288.86 | 144.43 | -7.01 | 招商证券股份有限公司深 | 国泰海通证券股份有限公 | | | | | | 圳前海大道证券营业部 | 司天津新开路证券营业部 | | ...

证券代码：688120 证券简称：华海清科 公告编号：2025-078 华海清科股份有限公司 2025年第四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 （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 | 378 | | --- | --- | | 普通股股东人数 | 378 | | 2、出席会议的股东所持有的表决权数量 | 169,095,524 | | 普通股股东所持有表决权数量 | 169,095,524 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 47.9347 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 47.9347 | 注：截至本次股东会股权登记日的总股本为 353,651,991 股，其中，公司回购专用账户 中股份数为 889,971 股，不享有股东会表决权。 （四） 表决方 ...

致：华海清科股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受华海清科股份有限公司（以 下简称"公司"）的委托，就公司 2025 年第四次临时股东会（以下简称"本次 股东会"）召开的有关事宜，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市 公司股东会规则》（以下简称"《股东会规则》"）和上海证券交易所发布的《上 海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等现行有效的 法律、法规、规范性文件及《华海清科股份有限公司章程》（以下简称"《公司 章程》"）、《华海清科股份有限公司股东会议事规则》（以下简称"《股东会 议事规则》"）的有关规定，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本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为出具本法律意见书所必 需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、准 确、完整的要求，有关副本、复印件等材料与原始材料一致。 在本法律意见书中，本所律师对本次股东会的召集和召开程序、出席会议人 1 法律意见书 北京市中伦律师 ...

半导体设备股走强，亚翔集成涨停，续创历史新高，中科飞测、旭光电子、圣晖集成、华海清科、精测 电子跟涨。消息面上，国际半导体产业协会近日在《全球半导体设备市场报告》中宣布，2025年第三季 度全球半导体设备出货金额同比增长11%，达到336.6亿美元，环比增长2%。 （原标题：午后异动，猛拉涨停！北证50大涨超5%！） 午后，创业板指盘中翻绿，该指数早盘一度涨超1%。 北证50指数大幅拉升涨超5%。个股方面，天力复合午后拉升30%涨停。 可控核聚变概念午后短线拉升，哈焊华通涨超10%，昇辉科技、旭光电子跟涨。 港股方面，恒生科技指数午后跌幅扩大至1%，恒指小幅下跌。 部分内容综合自人民财讯 校对：吕久彪 ...

智通财经APP获悉，富瑞发表2026年亚洲展望报告称，今年亚洲股市今年以来已上涨约25%，主要受惠 于市盈率重估。然而，美元预期将走弱、宏观环境具韧性，且企业盈利动能持续强劲，均为亚洲市场提 供支撑。韩国与中国仍保持强劲动能，印度股市亦屡创新高。日本在东证改革加速的背景下仍具吸引 力，澳洲市场亦表现稳健。 AI商业化与货币政策常态化，美国市场命运现与AI资本支出周期紧密相连。预期2026年中将面临AI回 报率的现实检验，美元汇率见顶，将助亚洲与新兴市场跑赢大市。新兴市场内部贸易蓬勃发展，中国人 工智能(AI)自给自足能力提升与反倒退政策，正驱动新一轮增长动能。日本面临政策常态化挑战，日本 央行可能因应持续通胀加息，但资产价格仍获支撑。 报告指出，关税与转运风险虽存，亚洲宏观环境韧性较过往周期更为强劲。在亚太区除日本方面，富瑞 料韩国与中国胜过印度；增长价值股优先于价值投资。增长动能源自AI、新时代大宗商品、高科技制 造业、基础建设及消费领域。企业获利动能强劲，MSCI亚太区(除日本)每股盈利增成预计在2026年将 加速至18%。 富瑞提及在中国方面，强劲盈利动能驱动15%上行空间，中国在"十五五"下，转向民营 ...

华海清科介绍，减薄抛光一体机的成功是公司坚持自主创新、攻克关键工艺的缩影。公司自2021年首台 装备出机发往客户端，到2023年量产机台的顺利交付，再到如今的出机量突破20台，其凭借颠覆性的创 新设计，将磨削减薄、化学机械抛光(CMP)与清洗模块一体化集成，实现了从装备结构、控制系统到工 艺集成的全方位突破，不仅显著提升了减薄精度与工艺稳定性，更解决了复杂翘曲形态晶圆传输系统、 跨洁净度等级清洗等一系列难题。 中证报中证网讯(王珞)12月10日，华海清科官微披露，公司自主研发的12英寸减薄抛光一体机Versatile- GP300累计出机量突破20台。这一发展里程碑，不仅体现了该装备卓越的技术性能与稳定的量产能力获 得市场高度认可，更标志着国产高端半导体装备在3D IC、先进封装等关键工艺领域实现了从技术突破 到规模化应用的重要跨越，为产业发展注入强劲动力。 公司创新设计与稳定的量产能力为Versatile-GP300赢得行业高度关注与权威认可。该产品自面世以来已 陆续荣获多项殊荣，更在今年成功斩获好设计金奖，其行业价值与贡献得到充分肯定。市场的认可是产 品最有力的证明，该装备凭借优异的性能表现，已获得多家头 ...

Core Insights - The semiconductor ion implanter industry is experiencing a critical development phase driven by technological breakthroughs, market expansion, and domestic substitution [4][5] - The global market for semiconductor ion implanters is projected to grow from $3.102 billion in 2024 to $3.530 billion by 2031, with a CAGR of 2.7% from 2025 to 2031 [5] - The Chinese market is rapidly evolving, expected to account for approximately 39.40% of the global market by 2031, up from 38.28% in 2024 [5] Market Overview - The semiconductor ion implanter industry is characterized by high technological barriers and is predominantly led by American and Japanese manufacturers, creating a concentrated and monopolistic competitive landscape [4][11] - Domestic manufacturers have made significant progress in medium and high current platforms, with some equipment already integrated into 12-inch production lines, indicating accelerated domestic substitution [4][5][11] Product and Application Insights - Logic devices are expected to hold a market share of approximately 42.78% in 2024, with a CAGR of about 1.2% in the coming years [8] - High-temperature and hydrogen/helium ion implantation technologies are gaining market share due to the rapid development of power devices [8] Competitive Landscape - The top five global manufacturers, including Applied Materials, Axcelis, and Nissin, dominate approximately 95.6% of the international market share [11] - In the Chinese market, the top five manufacturers hold about 93.6% of the market share, with increasing competition from new entrants [11] Industry Characteristics - The ion implanter is one of the four core equipment in chip manufacturing, with a high degree of system integration and complex technology requirements [12][26] - The market is characterized by a clear differentiation of mainstream technology types, including low-energy and high-energy ion implanters [14][15] Growth Drivers - The demand for ion implanters is driven by the expansion of global wafer manufacturing capacity and the rapid growth of emerging applications such as power devices and image sensors [16][17] - National policies and local government support are fostering a conducive environment for domestic ion implanter manufacturers [18] Challenges - The high technological barriers and long R&D cycles, typically ranging from 5 to 8 years, pose significant challenges for new entrants [20][26] - The international market remains dominated by American and Japanese firms, creating strong customer loyalty and making it difficult for domestic equipment to penetrate high-end markets [21][22] Barriers to Entry - The industry faces significant barriers including high technical requirements, lengthy customer validation processes, and reliance on imported core components [26][27][23] - There is a notable shortage of talent and experience in critical technology areas, limiting the ability of domestic firms to rapidly develop competitive products [24][28]

Investment Rating - The report maintains an investment rating of "Recommended" for the mechanical equipment industry [2][3]. Core Views - The mechanical equipment industry saw a 2.9% increase last week, ranking second among 31 primary industries. Sub-industries such as engineering machinery (+6%) and specialized equipment (+3.45%) showed strong performance, while rail transit equipment experienced a decline of 0.82% [3][14]. - The report suggests that with the completion of the third-quarter reports, market risk appetite is expected to improve. It recommends a balanced approach between technology growth and cyclical investments, focusing on sectors and stocks with performance support [3][4]. - Key areas of focus include humanoid robots, PCB equipment, semiconductor equipment, and cyclical recovery in engineering machinery and general equipment [3][4]. Summary by Sections 1. Recent Trends - In November 2025, excavator sales reached 20,027 units, a year-on-year increase of 13.9%. Domestic sales were 9,842 units (+9.11%), while exports were 10,185 units (+18.8%). Cumulatively, from January to November, 212,162 excavators were sold, marking a 16.7% increase year-on-year [5][44]. - The report highlights a structural recovery in the industry, driven by domestic demand from large projects and a new round of replacement cycles [5][44]. 2. Sub-Industry Performance - The engineering machinery sector is experiencing a significant recovery, with excavator sales showing strong growth. The report emphasizes the importance of technological upgrades and global expansion for leading companies [5][44]. - The industrial robot sector saw a production increase of 17.9% in October 2025, indicating potential investment opportunities as the industry adjusts to new demands [28][44]. 3. Key Companies and Recommendations - The report identifies several companies for investment consideration, including XCMG Machinery (000425.SZ), SANY Heavy Industry (600031.SH), and Huazhong CNC (688697.SH), which are expected to benefit from the ongoing recovery and technological advancements in the industry [7][44]. - The semiconductor equipment sector is highlighted as a critical area for investment, with companies like North Huachuang (002371.SZ) and Zhongwei Company (688012.SH) recommended due to their strong market positions and growth potential [4][7]. 4. Policy and Market Drivers - The report notes that government policies are strongly supporting the high-end machine tool sector, with initiatives aimed at accelerating domestic production and technological breakthroughs [5][46]. - The global demand for high-end manufacturing is recovering, as indicated by Japan's machine tool orders, which have seen continuous growth driven by exports [5][46].