Group 1 - The A-share market saw a collective rise on January 6, with the Shanghai Composite Index increasing by 0.73%, driven by gains in precious metals, brokerage, and basic metals sectors [1] - The chip technology sector continued to strengthen, with the chip ETF (159995) rising by 2.43% as of 10:04 AM, and notable increases in constituent stocks such as Huahai Qingke (+7.88%), Zhongwei Company (+6.80%), and others [1] Group 2 - Changxin announced plans to raise 29.5 billion, allocating 7.5 billion for upgrading the manufacturing line for memory chips, 13 billion for DRAM technology upgrades, and 9 billion for R&D in dynamic random-access memory [3] - SMIC plans to issue 547 million shares at 74.20 yuan per share to acquire a 49% stake in SMIC North, while Huahong Semiconductor intends to issue 191 million shares at 43.34 yuan per share to acquire a 97.4988% stake in Huali Micro [3] - According to Zhongshan Securities, the AI-related industry is expected to maintain a favorable outlook through 2026, with domestic semiconductor opportunities arising from accelerated localization [3] - Predictions indicate that capital expenditure by cloud computing giants may sustain over 40% growth by 2026, with the AI sector remaining robust [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

Group 1 - The core viewpoint of the news is that Huahai Qingke's stock price increased by 5.29% to 164.80 CNY per share, with a trading volume of 239 million CNY and a turnover rate of 0.42%, resulting in a total market capitalization of 58.282 billion CNY [1] - Huahai Qingke, established on April 10, 2013, and listed on June 8, 2022, is located in Tianjin and specializes in the research, production, sales, and technical services of semiconductor equipment [1] - The company's main business revenue composition includes 87.70% from CMP/thinning equipment sales and 12.30% from other products and services [1] Group 2 - Jiutai Fund has a significant holding in Huahai Qingke, with the Jiutai Quantitative Emerging Industry Fund (011500) holding 8,388 shares, representing 4.24% of the fund's net value, making it the ninth largest holding [2] - The Jiutai Quantitative Emerging Industry Fund was established on April 28, 2021, with a latest scale of 32.6674 million CNY, achieving a year-to-date return of 4.05% and a one-year return of 65.86% [2] - The fund manager, Huo Xiao, has been in position for 1 year and 56 days, with the fund's total assets amounting to 216 million CNY, and the best and worst returns during his tenure being 43.55% and 24.89%, respectively [2]

半导体设备板块持续走强，金海通涨停，京仪装备涨超9%，中微公司、北方华创、华海清科涨幅居 前。 ...

Group 1 - The A-share market saw a collective rise in the three major indices on January 5, with the Shanghai Composite Index increasing by 0.64%. The insurance, semiconductor, and healthcare sectors led the gains, while oil and gas, as well as highways, experienced declines [1] - The semiconductor ETF (159995) rose by 3.52%, with notable increases in component stocks such as Zhongwei Company (up 11.48%), Zhaoyi Innovation (up 7.99%), Beijing Junzheng (up 6.31%), Lanke Technology (up 6.01%), and Huahai Qingke (up 5.60%) [1] Group 2 - Driven by strong demand for AI, storage chip prices are expected to surge by 1800% for DDR4 16Gb, 500% for DDR5 16Gb, and 300% for 512Gb NAND flash by 2025 [3] - Guojin Securities forecasts that the global supply of storage chips will remain insufficient in 2026, leading to continued price increases. The expected growth in DRAM bit supply is around 15% to 20%, while demand growth is projected to reach 20% to 25% [3] - The semiconductor ETF (159995) tracks the Guozheng Semiconductor Index, which includes 30 leading companies in the A-share semiconductor industry across materials, equipment, design, manufacturing, packaging, and testing, such as SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

Group 1 - The semiconductor equipment index has significantly outperformed the market since the beginning of 2025, with a cumulative increase of 62.3% compared to the Shanghai Composite Index's 42.0% [3][13] - The semiconductor industry is experiencing high prosperity, with the global semiconductor market expected to reach a historical high of $760.7 billion in 2026, driven by AI [3][36] - The domestic semiconductor equipment market is seeing a strong recovery in wafer fab capacity utilization and expansion willingness, supported by the AI-driven storage supercycle [3][36] Group 2 - Four key investment directions are recommended: 1. Focus on etching and thin film equipment leaders driven by AI storage supercycle [3] 2. Domestic lithography machine production is expected to achieve mass production in 2026, boosting subsystem and component companies [3] 3. ALD equipment is entering a golden development period, especially in advanced logic and storage fields [3] 4. Advanced packaging continues to follow Moore's Law, providing significant opportunities for domestic equipment manufacturers [3] Group 3 - Investment suggestions include leading companies such as North China Innovation, Zhongwei Company, and TuoJing Technology, as well as high-elasticity targets like XinYuanWei and HuaHaiQingKe [3] - The overall revenue of the semiconductor equipment industry is projected to grow by 36% year-on-year in the third quarter of 2025, with leading companies maintaining high growth rates [15] - The overall net profit of the semiconductor equipment industry is expected to increase by 22% year-on-year in the third quarter of 2025, with significant profit acceleration from companies like Shengmei and TuoJing [15][24] Group 4 - The semiconductor industry is expected to continue its growth trajectory, with AI as the core engine driving the market [36] - The global semiconductor market is projected to grow at a compound annual growth rate of 5.6% from 2004 to 2024, with a significant recovery and expansion phase starting from 2023 [36] - The capital expenditure of the top eight cloud service providers is expected to increase by 40% in 2026, reaching $600 billion, further supporting the semiconductor market growth [36]

华海清科股份有限公司 章 程 二〇二五年十二月 1 | 第一章 | 总 则 3 | | --- | --- | | 第二章 | 经营宗旨和范围 4 | | 第三章 | 股 份 4 | | 第一节 | 股份发行 4 | | 第二节 | 股份增减和回购 6 | | 第三节 | 股份转让 7 | | 第四章 | 股东和股东会 8 | | 第一节 | 股东的一般规定 8 | | 第二节 | 控股股东和实际控制人 10 | | 第三节 | 股东会的一般规定 11 | | 第四节 | 股东会的召集 14 | | 第五节 | 股东会的提案与通知 15 | | 第六节 | 股东会的召开 16 | | 第七节 | 股东会的表决和决议 19 | | 第五章 | 公司党委 23 | | 第六章 | 董事和董事会 25 | | 第一节 | 董事的一般规定 25 | | 第二节 | 董事会 28 | | 第三节 | 独立董事 33 | | 第四节 | 董事会专门委员会 35 | | 第七章 | 高级管理人员 37 | | 第八章 | 职工民主管理与劳动人事制度 40 | | 第九章 | 财务会计制度、利润分配和审计 40 | | 第一 ...

格隆汇12月31日丨华海清科(688120.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系 统以集中竞价交易方式回购公司股份44.11万股，占公司总股本的比例为0.1247%，回购成交的最高价为 156.96元/股，最低价为127.30元/股，支付的资金总额为人民币6022.45万元（不含交易佣金等费用）。 ...

证券代码：688120 证券简称：华海清科 公告编号：2026-003 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 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 | | 累计已回购股数 | □为维护公司价值及股东权益 441,120股 | | 累计已回购股数占总股本比例 | 0.1247% | | 累计已回购金额 | 60,224,451.49元 | | 实际回购价格区间 | 127.30元/股~156.96元/股 | 注："累计已回购股数占总股本比例"以公司目前总股本 353,651,991 股计算。 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 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——最高返现60%！惠民保年末销售乱象调查：业务员"贴钱"冲考核，谁在"赔 本赚吆喝"？ 每经AI快讯，华海清科12月31日晚间发布公告称，截至2025年12月31日，公司通过上海证券交易所交 易系统以集中竞价交易方式回购公司股份约44万股，占公司总股本约3.54亿股的比例为0.1247%，回购 成交的最高价为156.96元/股，最低价为127.3元/股，支付的资金总额为人民币约6022万元。 ...

证券代码：688120 证券简称：华海清科 公告编号：2026-001 华海清科股份有限公司 经相关部门批准后方可开展经营活动）公司的经营范围以登记机关核准的事项为 准。 关于变更经营范围、注册资本、修订《公司章程》并 办理工商变更登记的公告 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"）于 2025 年 12 月 31 日召开了 公司第二届董事会第二十一次会议，审议通过了《关于变更经营范围、注册资本 及修订<公司章程>的议案》，该议案尚需提交公司股东会审议，具体内容如下： 一、公司经营范围变更的相关情况 为契合有权机关合规管理要求及经营范围规范表述相关规定，公司拟对经营 范围予以修订。本次经营范围修订不会对公司主营业务、生产经营状况产生重大 影响，具体修订情况如下： 变更前的经营范围如下:机电设备技术的开发、转让、咨询、服务及相关产 品的制造、安装、维修；货物及技术进出口业务；企业管理咨询服务；晶圆加工； 机电设备及耗材制造、销售；电子专用材料销售；电子专用材料制造；电子专用 材 ...