证券代码：688120 证券简称：华海清科 公告编号：2025-080 华海清科股份有限公司 股东减持股份结果暨持股 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 股东路新春先生保证向华海清科股份有限公司（以下简称"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： 本次减持计划实施前，公司股东路新春先生持有公司股份 20,998,046 股，占公司总股本 353,651,991 股的 5.9375%，上述股份来源均为公司 IPO 前取 得的股份及通过资本公积转增股本取得的股份。 2025 年 11 月 20 日，公司在上海证券交易所网站（www.sse.com.cn）披 露了《关于持股 5%以上的股东减持股份计划公告》（公告编号：2025-072），路 新春先生因自身资金需求，拟于减持计划披露之日起 15 个交易日后的 3 个月内 （即 2025 年 12 月 11 日至 2026 年 3 月 10 日）通过大宗交易方式减持其所持有 的公司股份 ...

Core Viewpoint - The announcement from Huahai Qingke indicates a significant reduction in shareholding by shareholder Lu Xinchun, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Reduction - Shareholder Lu Xinchun originally held 20.998 million shares, representing 5.9375% of the total shares [1] - The planned reduction period is from December 11, 2025, to March 10, 2026, with a maximum reduction of 3.5341 million shares, equating to 1.00% [1] - As of December 23, 2025, Lu Xinchun has already reduced holdings by 3.3156 million shares, which is 0.9375%, at a transaction price of 144.43 yuan per share, totaling a transaction amount of 479 million yuan [1] Group 2: Post-Reduction Holdings - After the reduction, Lu Xinchun's remaining shares amount to 17.6824 million, which is 4.9999% of the total shares, thus falling below the 5% threshold [1]

Group 1 - The core transaction involved Huahai Qingke, with a total of 517,100 shares traded on December 23, amounting to 74.6848 million yuan, which represented 5.66% of the total trading volume for that day [1] - The transaction price was 144.43 yuan per share, reflecting a discount of 9.62% compared to the market closing price of 159.8 yuan [1]

Summary of Key Points Core Viewpoint - On December 22, a total of 19 stocks from the Sci-Tech Innovation Board (科创板) experienced block trading, with a cumulative transaction amount of 411 million yuan, indicating active trading activity in this sector [1]. Group 1: Trading Activity - The total number of block trades was 62, with a cumulative trading volume of 5.81 million shares [1]. - The stock with the highest transaction amount was Tuojing Technology (拓荆科技), with a trading volume of 310,000 shares and a transaction amount of 111 million yuan [1]. - Other notable stocks in terms of transaction amounts included Huahai Qingke (华海清科) and Honghua Shuke (宏华数科), with transaction amounts of 79.44 million yuan and 43.78 million yuan, respectively [1]. Group 2: Price and Discount/Premium Analysis - Among the stocks that underwent block trading, the highest discount rates relative to the closing price were observed in Liyuanheng (利元亨), Tongyuan Environment (通源环境), and Lide Xiebo (绿的谐波), with discount rates of 21.39%, 21.09%, and 14.90% respectively [1]. - The only stock with a premium was Laplace (拉普拉斯), which had a premium rate of 7.22% [1]. Group 3: Stock Performance - The Sci-Tech 50 Index rose by 2.04%, with 369 stocks (61.81%) on the Sci-Tech Innovation Board experiencing price increases [1]. - The average increase for stocks involved in block trading was 1.93%, with the highest increases seen in Tongyuan Environment (18.56%), Tuojing Technology (10.37%), and Canxin Co. (灿芯股份) (6.18%) [1]. - Conversely, stocks that saw the largest declines included Laplace (-10.12%), Weichuang Electric (-3.04%), and Aters (-1.13%) [1]. Group 4: Institutional Participation - There were 29 transactions involving institutional buyers or sellers across 9 stocks, with the highest buying amounts in Tuojing Technology (111 million yuan), Huahai Qingke (79.44 million yuan), and Honghua Shuke (21.71 million yuan) [2]. - The stocks with the highest net inflows of funds included Dekeli (德科立), Tuojing Technology, and Huahai Qingke, with net inflows of 216 million yuan, 110 million yuan, and 60.91 million yuan respectively [2]. - Stocks with the highest net outflows included Aters (-140 million yuan), Laplace (-130 million yuan), and Fuchuang Precision (-14.23 million yuan) [2].

Group 1 - The core point of the article is that Huahai Qingke conducted three block trades on December 22, totaling 794.365 million yuan with a transaction price of 144.43 yuan, which is a discount of 7.83% compared to the closing price [1] - The total trading volume for the three transactions was 550,000 shares, with institutional special seats participating in all trades, resulting in a net purchase of 794.365 million yuan [1] - Over the past three months, Huahai Qingke has seen a total of 33 block trades amounting to 404 million yuan [2] Group 2 - On December 22, Huahai Qingke's closing price was 156.70 yuan, reflecting a 3.02% increase, with a daily turnover rate of 2.20% and a total transaction amount of 1.208 billion yuan [2] - The stock experienced a net inflow of 60.9134 million yuan in main funds for the day, while over the past five days, the stock has increased by 0.89% but saw a total net outflow of 186 million yuan [2] - The latest margin financing balance for Huahai Qingke is 1.281 billion yuan, which has increased by 33.7395 million yuan over the past five days, representing a growth of 2.70% [2]

Group 1 - On December 22, Huahai Qingke conducted a block trade of 550,000 shares, with a transaction value of 79.4365 million yuan, accounting for 6.17% of the total transaction volume for the day [1] - The transaction price was 144.43 yuan, representing a discount of 7.83% compared to the market closing price of 156.7 yuan [1]

Core Insights - The company has successfully delivered over 800 CMP equipment units, covering major product lines such as logic, 3D NAND storage, and DRAM storage, while also entering advanced sectors like large silicon wafers and third-generation semiconductors [1] - The recognition of the company's technology, product maturity, and market adaptability has strengthened its position as a leading domestic CMP equipment provider [1] Group 1 - The company's CMP equipment has achieved full coverage and mass application in domestic mainstream integrated circuit manufacturing lines, enhancing its market recognition and industry influence [1] - The company believes that breakthroughs in domestic AI technology will drive opportunities in advanced packaging and chip stacking technologies, expanding the market growth potential [2] - The synergy between CMP equipment and other products like thinning, cutting, and edge grinding equipment will provide comprehensive solutions for advanced packaging and chip stacking [2] Group 2 - The company plans to continue focusing on independent innovation and increasing R&D investment, targeting advancements in process technology and product performance [2] - The company reported a revenue of 3.194 billion yuan for the first three quarters of 2025, a year-on-year increase of 30.28%, and a net profit of 791 million yuan, up 9.81% year-on-year [3] - New product breakthroughs are expected by Q3 2025, including the first 12-inch low-temperature ion implanter and the mass shipment of 12-inch wafer edge trimming equipment [3]

Core Insights - The company has achieved a significant milestone with over 800 units of Chemical Mechanical Polishing (CMP) equipment delivered, indicating enhanced technical strength, product competitiveness, and market recognition in the CMP sector [2] Group 1: Product and Market Development - The delivered CMP equipment includes key models such as Universal-H300 and Universal-S300, covering a wide range of applications in mainstream product lines like logic, 3D NAND storage, and DRAM storage [2] - The company has successfully penetrated supply chains of leading customers in advanced fields such as large silicon wafers, third-generation semiconductors, CIS, MEMS, MicroLED, and advanced packaging, achieving full coverage and mass application in domestic integrated circuit manufacturing lines [2] Group 2: Future Growth and Strategy - The rise in domestic AI technology is driving opportunities in advanced packaging and chip stacking, with the company's CMP equipment expected to synergize with thinning, cutting, and edge polishing equipment to provide comprehensive solutions [3] - The increasing number of CMP equipment units will enhance the company's "equipment + service" platform strategy, leading to rapid growth in key consumables and maintenance service business, contributing to stable profit growth [3] - The company plans to continue focusing on independent innovation in core technologies and increase R&D investment, targeting advancements in process technology and product performance while tracking trends in advanced packaging technologies like HBM and CoWos [3]

Core Viewpoint - Huahai Qingshi announced that its CMP equipment has exceeded 800 units in total, marking a significant achievement in the domestic integrated circuit manufacturing sector and enhancing its position as a leading domestic supplier in CMP equipment [1][3] Group 1: Product Development and Market Position - The company's CMP equipment covers major product lines including logic, 3D NAND storage, and DRAM storage, and has successfully entered supply chains for large silicon wafers, third-generation semiconductors, CIS, MEMS, MicroLED, and advanced packaging [1] - The recognition of the company's technology, product maturity, quality reliability, and market adaptability has been highly acknowledged within the industry, reinforcing its leading position in the CMP equipment sector [1] Group 2: Strategic Initiatives and Future Outlook - The domestic AI technology advancements in algorithm architecture and computing power density are creating significant opportunities for the development of advanced packaging and chip stacking technologies [3] - The synergy between CMP equipment and other products such as thinning, cutting, and edge grinding equipment will provide comprehensive solutions for advanced packaging and chip stacking, broadening future application scenarios and market growth potential [3] - The increasing inventory of CMP equipment will enhance the company's "equipment + service" platform strategy, leading to rapid growth in key consumables and maintenance service business, contributing to stable profit growth [3] - The company will continue to focus on independent innovation in core technologies and increase R&D investment, targeting breakthroughs in advanced processes and continuously upgrading product performance [3] - The company aims to track trends in advanced packaging technologies like HBM and CoWos, promoting product innovation and category expansion to seize opportunities in the integrated circuit industry chain [3]

Group 1 - The core transaction on December 19 involved a block trade of 106,000 shares of Huahai Qingke, with a transaction value of 15.3096 million yuan, at a price of 144.43 yuan, representing a discount of 5.04% compared to the closing price of the day [2][3] - Over the past three months, Huahai Qingke has recorded a total of 30 block trades, amounting to a cumulative transaction value of 325 million yuan [2] - On the same day, Huahai Qingke's closing price was 152.10 yuan, reflecting a decline of 1.70%, with a turnover rate of 1.88% and a total trading volume of 1.023 billion yuan, alongside a net outflow of main funds amounting to 62.3473 million yuan [2][3] Group 2 - The latest margin financing balance for Huahai Qingke stands at 1.28 billion yuan, with an increase of 5.3296 million yuan over the past five days, representing a growth rate of 0.42% [3]