Core Insights - Huahai Qingke's stock price increased by 0.45% on September 22, with a trading volume of 1.408 billion yuan [1] - The company achieved a financing buy amount of 200 million yuan and a net financing purchase of 42.236 million yuan on the same day [1] - As of September 22, the total margin balance for Huahai Qingke was 1.353 billion yuan, with a financing balance of 1.348 billion yuan, representing 2.90% of its market capitalization [1] Financing and Margin Trading - On September 22, Huahai Qingke's financing buy was 200 million yuan, with a financing repayment of 157 million yuan [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year [1] - The company had a margin sell of 2,200 shares and a margin repayment of 1,973 shares, with a margin balance of 5.5374 million yuan, which is below the 40th percentile of the past year [1] Company Performance - As of June 30, Huahai Qingke had 13,600 shareholders, a decrease of 10% from the previous period [2] - The average circulating shares per person increased by 54.75% to 17,452 shares [2] - For the first half of 2025, the company reported a revenue of 1.95 billion yuan, a year-on-year increase of 30.28%, and a net profit of 505 million yuan, up 16.82% year-on-year [2] Shareholder Structure - As of June 30, 2025, Huahai Qingke's top ten circulating shareholders included several ETFs, with Huaxia's ETF holding 8.9168 million shares, an increase of 904,700 shares [2] - E Fund's ETF held 6.8629 million shares, up by 1,149,700 shares [2] - The company has distributed a total of 271 million yuan in dividends since its A-share listing [2]

华海清科股份有限公司 简式权益变动报告书 上市公司名称：华海清科股份有限公司 股票简称：华海清科 股份变动性质：股份减少（集中竞价交易、大宗交易、询价转让等） 签署日期：2025年9月22日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称为《证券 法》）、《上市公司收购管理办法》（以下简称《收购管理办法》）、《公开 发行证券的公司信息披露内容与格式准则第15号-权益变动报告书》（以下简称 《准则15号》）及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 股票代码：688120 股票上市地点：上海证券交易所 信息披露义务人信息 信息披露义务人1：清津厚德（济南）科技合伙企业（有限合伙） 住所/通讯地址：中国（山东）自由贸易试验区济南片区舜华路街道新泺大 街1166号奥盛大厦3号楼二十七层2710室 信息披露义务人2：宁波清津立德企业管理合伙企业（有限合伙） 住所/通讯地址：浙江省宁波前湾新区玉海东路68号12号楼A208 三、依据《证券法》《收购管理办 ...

证券代码：688120 证券简称：华海清科 公告编号：2025-064 华海清科股份有限公司 股东询价转让结果报告书 暨持股 5%以上股东持有权益比例降至 5%以下的 权益变动提示性公告 股东清津厚德（济南）科技合伙企业（有限合伙）（以下简称"清津厚德"）、 宁波清津立德企业管理合伙企业（有限合伙）（以下简称"清津立德"）（上述主体 合称"转让方"）保证向华海清科股份有限公司（以下简称"华海清科"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。 重要内容提示: 本次询价转让的价格为102.00元/股，转让的股票数量为12,829,733股。 清津厚德（济南）科技合伙企业（有限合伙）、宁波清津立德企业管理合 伙企业（有限合伙）参与本次询价转让。 清津厚德、清津立德自公司披露《关于持股 5%以上股东权益变动触及 1%的提示性公告》（公告编号：2025-013）至本公告披露日期间，因集中竞价、大 宗交易、分红转增、被动稀释、询价转让等原因导致持股情况变动（以下简称"本 次权益变 ...

中信证券股份有限公司 关于华海清科股份有限公司 股东向特定机构投资者询价转让股份的核查报告 上海证券交易所： 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任清津 厚德（济南）科技合伙企业（有限合伙）、宁波清津立德企业管理合伙企业（有限合伙） （以下合称"转让方"）以向特定机构投资者询价转让（以下简称"询价转让"）方式 减持所持有的华海清科股份有限公司（以下简称"公司"或"华海清科"）首次公开发 行前已发行股份的组织券商。 经核查，中信证券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）本次询价转让转让方 | 转让股东名称 | 转让股份数 | 占总股 | 占所持股 | 转让股份来 | | --- | --- | --- | --- | --- | | | 量（股） | 本比例 | 份比例 | 源 | | 清津厚德（济南）科 ...

Core Viewpoint - The company reported strong revenue growth in the first half of 2025, driven by advancements in the semiconductor equipment market and competitive advantages in its products [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 1.95 billion yuan, a year-on-year increase of 30.28% - The net profit attributable to shareholders was 505 million yuan, up 16.82% year-on-year - The non-recurring net profit reached 460 million yuan, reflecting a year-on-year growth of 25.02% - In Q2 2025, revenue was 1.037 billion yuan, showing a year-on-year increase of 27.05% and a quarter-on-quarter increase of 13.65% [1][2]. Profitability Analysis - The gross margin for H1 2025 was 46.08%, a decrease of 0.21 percentage points year-on-year - The net profit margin was 25.92%, down 2.99 percentage points year-on-year - The decline in profitability was attributed to higher employee compensation and acquisition-related expenses, which outpaced revenue growth [2]. Product Development and Market Position - The company has seen a significant increase in new CMP orders, particularly in advanced packaging - The Universal-H300 CMP machine has received bulk orders and is being shipped at scale - The company has a strong market share in 12/8-inch CMP equipment among leading domestic clients [3]. - The Versatile-GP300 wafer thinning machine has seen a substantial increase in orders, and the Versatile-GM300 has achieved bulk shipments [3]. Capacity Expansion and Strategic Initiatives - The company has officially launched its Beijing facility, gradually releasing capacity for core equipment - The expansion project in Kunshan aims to increase wafer regeneration capacity to 400,000 pieces per month, with an initial phase of 200,000 pieces per month [4]. - The company is enhancing its product line and expanding its market reach through strategic capacity planning [4]. Future Outlook - The company maintains a "buy" rating, anticipating continued benefits from the expansion of advanced packaging in the semiconductor industry - Projected net profits for 2025, 2026, and 2027 are 1.347 billion yuan, 1.724 billion yuan, and 2.120 billion yuan, respectively, with corresponding EPS of 3.81 yuan, 4.88 yuan, and 6.00 yuan [4].

Group 1 - The core viewpoint of the news is that Huahai Qingke's stock has shown a significant upward trend, with a cumulative increase of 10.65% over four consecutive days, reaching a price of 130.57 yuan per share and a market capitalization of 46.144 billion yuan [1] - Huahai Qingke, established on April 10, 2013, specializes in the research, production, sales, and technical services of semiconductor equipment, with 87.70% of its revenue coming from CMP/thinning equipment sales [1] - The trading volume for Huahai Qingke on the reporting date was 2.05 billion yuan, with a turnover rate of 4.38% [1] Group 2 - According to data, one fund under China Europe Fund has a significant holding in Huahai Qingke, specifically the China Europe Vision Active Pension Target Five-Year Holding Mixed Fund (FOF) A, which held 10,600 shares, accounting for 1.36% of the fund's net value [2] - The fund has achieved a year-to-date return of 17.14% and a one-year return of 48.12%, ranking 408 out of 1,049 and 197 out of 1,010 in its category, respectively [2] - The fund manager, Deng Da, has been in position for 3 years and 188 days, with the fund's total asset size at 7.113 billion yuan [2]

Group 1: Core Views on Domestic Computing Power Chips - The domestic computing power chip market is expected to grow rapidly as Chinese tech companies halt purchases of NVIDIA AI chips and terminate existing orders, leading to an increase in market share for domestic chips [1] - Huawei announced a three-year roadmap for its Ascend AI chips, planning to launch four new products from 2026 to 2028, including self-developed HBM technology [1] Group 2: Expansion of Advanced Process Technology - Domestic advanced logic production is exceeding expectations, and a new iteration cycle in storage technology is anticipated next year, benefiting domestic equipment manufacturers [2] - The establishment of Changxin Storage and the initiation of its IPO process are positive indicators for the domestic advanced process sector [2] Group 3: High-End SoC Testing Machine Market - The complexity of SoC chips increases testing difficulty, creating a significant market for high-end testing machines, with domestic companies like Huafeng Measurement and Changchuan Technology actively developing solutions [3] Group 4: Advanced Packaging Requirements for Computing Chips - The shift from NVIDIA's dominance in training cards to domestic alternatives is expected, with domestic companies benefiting from advanced packaging supply chains [4] - Investment opportunities identified in various sectors, including front-end processing, back-end packaging, advanced packaging, and silicon photonics equipment [4]

Core Viewpoint - The Sci-Tech Chip ETF Fund (588290) opened at a decline of 0.88%, priced at 2.263 yuan, reflecting the current market performance of the semiconductor sector [1] Group 1: Fund Performance - The fund's benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on September 30, 2022, the fund has achieved a return of 123.78% [1] - The fund's return over the past month is reported at 27.55% [1] Group 2: Major Holdings - Key stocks in the fund include: - SMIC (Semiconductor Manufacturing International Corporation) opened with a gain of 0.70% [1] - Haiguang Information increased by 1.71% [1] - Cambrian (寒武纪) decreased by 2.04% [1] - Lattice Technology (澜起科技) rose by 2.66% [1] - Zhongwei Company (中微公司) saw an increase of 4.94% [1] - Chipone Technology (芯原股份) gained 0.57% [1] - Hu Silicon Industry (沪硅产业) increased by 0.28% [1] - Hengxuan Technology (恒玄科技) fell by 0.34% [1] - Sitaiwei (思特威) remained unchanged [1] - Huahai Qingke (华海清科) rose by 0.14% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Southern Science and Technology Chip ETF (588890), which opened with a slight increase of 0.08% at 2.590 yuan [1] - The major holdings of the ETF include companies such as SMIC, which rose by 0.70%, and Huada Semiconductor, which increased by 1.71%, while Cambrian Technology saw a decline of 2.04% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Southern Fund Management Co., Ltd., with a return of 157.29% since its establishment on April 15, 2024, and a monthly return of 27.99% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688120 证券简称：华海清科 公告编号：2025-063 华海清科股份有限公司关于以集中竞价交易方式回购股份的回购报告书 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： ●回购股份金额：不低于人民币5,000万元（含），不超过人民币10,000万元（含） ●回购股份资金来源：华海清科股份有限公司（以下简称"公司"）超募资金和自有资金 ●回购股份用途：本次回购的股份将用于股权激励或员工持股计划，或用于转换上市公司发行的可转换 为股票的公司债券，若公司未能在股份回购实施结果暨股份变动公告日后3年内使用完毕已回购股份， 尚未使用的已回购股份将予以注销 ●回购股份价格：不超过人民币173.00元/股（含），该价格未超过公司董事会审议通过相关决议前30个 交易日公司股票交易均价的150% ●回购股份方式：集中竞价交易方式 ●回购股份期限：自公司股东大会审议通过本次回购股份方案之日起12个月 ●相关股东是否存在减持计划： 1、持股5%以上股东清津厚德（济南 ...