Core Viewpoint - The technology sector experienced a widespread pullback on October 14, with the Sci-Tech 50 Index leading the decline, falling over 4% as of the report, particularly affecting the semiconductor industry chain [1] Group 1: Market Performance - The semiconductor industry chain saw a significant drop, with all sub-sectors including wafer foundries, semiconductor equipment, GPUs, and AI chips experiencing substantial declines [1] - SMIC (Semiconductor Manufacturing International Corporation) fell by over 6%, while other major stocks in the Sci-Tech 50 Index, such as Huahai Qingshi, Shengmei Shanghai, Haiguang Information, and Chipone, also saw significant declines [1] - The stock prices of these key Sci-Tech 50 Index constituents have retreated over 15% from their recent highs [1]

Core Points - The company has completed the registration of changes in business operations and has received a new business license [1][2] - The board of directors and shareholders approved the cancellation of the supervisory board, changes in registered capital, and amendments to the company's articles of association [1] - The registered capital of the company is now 353,405,110 RMB [1] Company Information - Company Name: Huahai Qingke Co., Ltd [1] - Unified Social Credit Code: 91120112064042488E [1] - Type: Joint-stock company (listed) [1] - Legal Representative: Wang Tongqing [1] - Established Date: April 10, 2013 [1] - Address: No. 11, Juxing Road, Xianshuigu Town, Jinnan District, Tianjin [1] Business Scope - The company is engaged in the development, transfer, consultation, and service of electromechanical equipment technology, as well as related product manufacturing, installation, and maintenance [1] - It also conducts import and export business of goods and technology, enterprise management consulting services, wafer processing, manufacturing and sales of electromechanical equipment and consumables, sales and manufacturing of electronic special materials, and non-residential real estate leasing [1]

南方财经10月14日电，半导体板块持续下挫，芯源微跌超10%，华海清科、江丰电子跌超7%，华虹公 司、中微公司、芯原股份多股跌超5%。 ...

Core Viewpoint - Huahai Qingshi experienced a stock price decline of 2.01% on October 14, with a current price of 163.38 CNY per share and a market capitalization of 57.739 billion CNY. The company has seen a year-to-date stock price increase of 49.75% [1] Financial Performance - For the first half of 2025, Huahai Qingshi reported revenue of 1.95 billion CNY, representing a year-on-year growth of 30.28%. The net profit attributable to shareholders was 505 million CNY, reflecting a year-on-year increase of 16.82% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Huahai Qingshi was 13,600, a decrease of 10% from the previous period. The average number of circulating shares per shareholder increased by 54.75% to 17,452 shares [2] Dividend Distribution - Since its A-share listing, Huahai Qingshi has distributed a total of 271 million CNY in dividends [3] Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Huaxia SSE Sci-Tech Innovation Board 50 ETF, which is the fourth largest shareholder with 8.9168 million shares, an increase of 904,700 shares from the previous period. Other significant shareholders include E Fund SSE Sci-Tech Innovation Board 50 ETF and Harvest SSE Sci-Tech Innovation Board Chip ETF, with increases in their holdings as well [3]

证券日报网讯 10月13日晚间，华海清科发布公告称，公司已于2025年8月28日和2025年9月16日分别召 开了第二届董事会第十七次会议和2025年第三次临时股东大会，审议通过了《关于取消监事会、变更注 册资本并修订的议案》。近日，公司已完成工商变更登记和备案手续，并取得了由天津市津南区市场监 督管理局换发的《营业执照》。 （文章来源：证券日报） ...

近日，公司已完成工商变更登记和备案手续，并取得了由天津市津南区市场 监督管理局换发的《营业执照》，具体登记信息如下： 名称：华海清科股份有限公司 统一社会信用代码：91120112064042488E 类型：股份有限公司（上市） 法定代表人：王同庆 证券代码：688120 证券简称：华海清科 公告编号：2025-067 华海清科股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 华海清科股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日和 2025 年 9 月 16 日分别召开了第二届董事会第十七次会议和 2025 年第三次临时股东大 会，审议通过了《关于取消监事会、变更注册资本并修订<公司章程>的议案》， 具体内容详见公司于 2025 年 8 月 29 日和 2025 年 9 月 17 日披露于上海证券交易 所网站（www.sse.com.cn）的相关公告及文件。 住所：天津市津南区咸水沽镇聚兴道 11 号 经营范围：机电设备技术的开发、转让、咨询、服 ...

Investment Rating - The report maintains a "Recommended" rating for the semiconductor equipment sector [4] Core Insights - The U.S. may expand export restrictions on semiconductor equipment, which could benefit domestic manufacturers in China [1] - U.S. semiconductor equipment manufacturers heavily rely on the Chinese market, with significant revenue contributions from China [2] - The ongoing U.S.-China trade tensions may accelerate the push for self-sufficiency in the semiconductor industry [2] - Domestic semiconductor equipment manufacturers are making progress in high-end equipment sectors, with several notable companies emerging [3] - Investment suggestions focus on domestic alternatives in the semiconductor equipment supply chain [3] Summary by Sections Section 1: U.S. Export Restrictions - The U.S. House of Representatives proposed nine recommendations to expand export restrictions on semiconductor equipment to China, affecting both basic and advanced chip manufacturing [1] Section 2: Revenue Dependence on China - In 2024, the top 10 global semiconductor equipment manufacturers are projected to generate over $110 billion in revenue, with the top five accounting for nearly $90 billion, representing 85% of the total [2] - Major U.S. companies like AMAT, LAM, and KLA derive significant portions of their revenue from the Chinese market, with sales exceeding $200 billion collectively [2] Section 3: Domestic Equipment Manufacturers - A number of domestic companies are emerging in the semiconductor equipment sector, achieving high localization rates in certain equipment categories [3] - The report highlights the need for continued focus on domestic alternatives to mitigate reliance on foreign technology [3] Section 4: Investment Recommendations - The report suggests monitoring domestic semiconductor equipment manufacturers and related supply chain components as potential investment opportunities [3]

Core Viewpoint - The Sci-Tech Chip ETF FuGuo (588810) opened down 1.45% at 1.829 yuan, reflecting a decline in its major holdings and overall market sentiment [1] Group 1: ETF Performance - The Sci-Tech Chip ETF FuGuo (588810) has a performance benchmark of the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on December 30, 2024, the fund has achieved a return of 85.38% [1] - The fund's return over the past month is reported at 34.87% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 2.91% - Haiguang Information (海光信息) down 2.30% - Cambricon (寒武纪) down 2.31% - Lattice Technology (澜起科技) down 1.96% - Zhongwei Company (中微公司) down 1.40% - Chipone (芯原股份) down 3.88% - Hu Silicon Industry (沪硅产业) down 2.94% - Hengxuan Technology (恒玄科技) down 2.54% - SiTewave (思特威) down 2.05% - Huahai Qingke (华海清科) down 2.08% [1]

证券代码：688120 证券简称：华海清科 公告编号：2025-066 截至 2025 年 9 月 30 日，公司暂未实施股份回购，公司后续将根据市场情况 择机实施本次回购计划。 三、其他事项 重要内容提示： | 回购方案首次披露日 | 2025/8/29 | | --- | --- | | 回购方案实施期限 | 2025 年 9 月 17 日~2026 年 9 月 16 日 | | 预计回购金额 | 5,000万元~10,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 0万股 | | 累计已回购股数占总股本比例 | 0% | | 累计已回购金额 | 0万元 | | 实际回购价格区间 | 0元/股~0元/股 | 一、回购股份的基本情况 华海清科股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第二届 董事会第十七次会议，并于 2025 年 9 月 16 日召开 2025 年第三次临时股东大会， 审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司以自 有 ...

Group 1 - Company Huahai Qingke announced on October 9 that as of September 30, 2025, it has not yet implemented a share buyback plan and will consider executing this plan based on market conditions [1] - The current market capitalization of Huahai Qingke is 57.3 billion yuan [1]