证券代码：688147 证券简称：微导纳米 公告编号：2025-073 转债代码：118058 转债简称：微导转债 江苏微导纳米科技股份有限公司 关于 2025 年限制性股票激励计划内幕信息知情人 买卖公司股票情况的自查报告 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。 2、本激励计划的内幕信息知情人均填报了《内幕信息知情人登记表》； 3、公司向中国证券登记结算有限责任公司上海分公司（以下简称"中登公 司"）就核查对象在自查期间买卖公司股票情况进行了查询确认，并由中登公司 出具了书面的查询证明。 二、核查对象买卖公司股票的情况说明 根据中登公司 2025 年 9 月 30 日出具的《信息披露义务人持股及股份变更查 询证明》及《股东股份变更明细清单》，共有 3 名核查对象存在买卖公司股票的 行为，经公司核查并与上述人员沟通确认，上述核查对象在自查期间进行的股票 交易行为均基于自身对公司已公开披露信息的分析、对二级市场交易情况的独立 判断而进行的操作，在买卖公司股票前，并未知悉本次激励计划的相关信息，亦 未通过其他内幕信息知 ...

Core Points - The company, Weidao Nano (688147.SH), announced the approval of the first grant of restricted stock under the 2025 Restricted Stock Incentive Plan [1] - The grant date is set for October 14, 2025, with a grant price of 24.30 yuan per share [1] - A total of 3.3276 million shares will be granted to 420 eligible incentive recipients [1]

10月10日，微导纳米跌6.08%，成交额7.06亿元。两融数据显示，当日微导纳米获融资买入额1.13亿 元，融资偿还1.21亿元，融资净买入-873.66万元。截至10月10日，微导纳米融资融券余额合计4.67亿 元。 融资方面，微导纳米当日融资买入1.13亿元。当前融资余额4.66亿元，占流通市值的8.37%，融资余额 超过近一年90%分位水平，处于高位。 分红方面，微导纳米A股上市后累计派现5896.22万元。 机构持仓方面，截止2025年6月30日，微导纳米十大流通股东中，银华中小盘混合（180031）位居第二 大流通股东，持股352.11万股，相比上期增加16.30万股。光伏ETF（515790）位居第六大流通股东，持 股160.32万股，相比上期减少2746.00股。南方中证1000ETF（512100）位居第九大流通股东，持股 127.34万股，为新进股东。博时上证科创板100ETF联接A（019857）退出十大流通股东之列。 融券方面，微导纳米10月10日融券偿还2400.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 4.40万元；融券余量2.58万股，融券余额141.73万元， ...

关于 2024 年第二期以集中竞价方式回购股份进展公告 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： | 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2025-071 | | --- | --- | --- | | 转债代码：118058 | 转债简称：微导转债 | | 江苏微导纳米科技股份有限公司 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购期间，应当在每个月的前 3 个交易日 内公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 截至 2025 年 9 月 30 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购股份 2,901,842 股，占公司总股本 461,157,283 股的比例为 0.63%，购 买的最高价为 30.70 元/股、最低价为 23.66 元/股，已支付的总金额为 79,526,891.92 元（不含交易费用）。 上述回购进展符合既定的回购股份方案。 ...

江苏微导纳米科技股份有限公司发布2024年第二期以集中竞价方式回购股份进展公告。该回购方案于 2024年11月15日首次披露，实施期限至2025年11月14日，预计回购金额4000万 - 8000万元，用于员工持 股计划或股权激励。截至2025年9月30日，公司累计回购股份2901842股，占总股本0.63%，已支付总金 额79526891.92元，实际回购价格区间为23.66元/股 - 30.70元/股，进展符合既定方案。公司将依规择机 回购并及时披露信息。 ...

Group 1 - The core viewpoint of the news is the performance and market position of Jiangsu Weidao Nano Technology Co., Ltd., which has seen a stock price increase of 5.05% to 61.63 CNY per share, with a total market capitalization of 28.421 billion CNY [1] - The company specializes in advanced micro and nano-scale film deposition technology and equipment, primarily serving the photovoltaic, integrated circuit, and flexible electronics sectors [1] - The revenue composition of the company is as follows: 76.54% from photovoltaic equipment, 18.43% from semiconductor equipment, 3.07% from supporting products and services, and 1.89% from other sources [1] Group 2 - The top circulating shareholder of Weidao Nano is a fund under Huatai-PB Fund, which reduced its holdings in the photovoltaic ETF (515790) by 2,746 shares, now holding 1.6032 million shares, representing 1.58% of circulating shares [2] - The photovoltaic ETF (515790) has a total scale of 9.984 billion CNY and has achieved a year-to-date return of 25.8% [2] - The fund manager of the photovoltaic ETF, Li Qian, has a total asset scale of 39.351 billion CNY, with the best fund return during her tenure being 99.51% [3]

本公司监事会及全体监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。 | 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2025-070 | | --- | --- | --- | | 转债代码：118058 | 转债简称：微导转债 | | 江苏微导纳米科技股份有限公司（以下简称"公司"）于 2025 年 9 月 23 日 召开了第二届董事会第二十六次会议、第二届监事会第二十四次会议审议通过了 《关于公司<2025 年限制性股票激励计划（草案）>及其摘要的议案》等相关议 案。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》"）《上市公司股权激励管理办法》（以下简称"《管 理办法》"）《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"） 《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等法律、法规及 规范性文件和《江苏微导纳米科技股份有限公司章程》（以下简称"《公司章程》"） 的相关规定，公司对 2025 年限制性股票激励计划拟首次授予激励对象的名单在 ...

Core Viewpoint - MicroGuide Nano has successfully developed the first domestically produced High-k ALD equipment, addressing critical challenges in the semiconductor industry and contributing to the self-sufficiency of China's semiconductor sector [1] Group 1: Product Development - The High-k ALD equipment has been successfully applied in the front-end production line of integrated circuit manufacturing, overcoming key process node challenges [1] - The company has made significant advancements in CVD equipment, becoming one of the first domestic enterprises to develop hard mask chemical vapor deposition (CVD) equipment [1] Group 2: Industry Impact - The core technology of the company has achieved multi-domain coverage, precisely adapting to key application scenarios in logic chips, memory chips, advanced packaging, compound semiconductors, and new display technologies [1] - The company continues to focus on advanced process film technology solutions for semiconductors, leading the development of new architectures and devices, and addressing the demand for next-generation technology iterations in China's advanced semiconductor industry [1]

Core Insights - The photovoltaic equipment sector experienced a 2.24% increase on September 29, with Yicheng New Energy leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Summary of Key Points Stock Performance - Yicheng New Energy (300080) saw a closing price of 5.88, with a significant increase of 20.00% and a trading volume of 1.29 million shares, amounting to a transaction value of 724 million yuan [1] - Airo Energy (688717) closed at 82.90, up 10.53%, with a trading volume of 109,400 shares [1] - Shangneng Electric (300827) closed at 35.33, up 8.94%, with a trading volume of 777,500 shares [1] - Other notable performers include Weidao Nano (688147) at 56.28 (+7.10%), Aishuo Co. (600732) at 16.41 (+6.08%), and Hengdian East Magnetic (002056) at 20.49 (+6.06%) [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 936 million yuan from main funds, while retail funds experienced a net outflow of 302 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors showing interest while retail investors withdrew [2]

Core Viewpoint - The article emphasizes the critical importance of domestic semiconductor equipment manufacturing in China, particularly in the thin film deposition sector, as a response to U.S. export restrictions and the need for technological independence [2][40]. Group 1: Industry Overview - The thin film deposition equipment market in China reached approximately 47.9 billion yuan in 2023, with a domestic production rate of less than 25%, indicating significant potential for domestic substitution [6][41]. - The semiconductor manufacturing process requires a growing number of thin film layers, with the number of deposition steps increasing from about 40 for 90nm processes to over 100 for 3nm processes [3][63]. - The global semiconductor capital expenditure (Capex) is expected to enter a new growth phase, driven by advanced products and increasing production capacity [48]. Group 2: Technological Developments - The transition from 2D to 3D chip structures has fundamentally changed the technology focus and market structure for thin film deposition equipment [9]. - ALD (Atomic Layer Deposition) technology is becoming essential for advanced nodes and 3D structures due to its atomic-level thickness control and 100% step coverage [19][20]. - PECVD (Plasma-Enhanced Chemical Vapor Deposition) holds the largest market share (33%) among thin film deposition technologies, particularly suited for 28nm and below nodes [13][41]. Group 3: Domestic Manufacturers - Key domestic manufacturers in the thin film deposition equipment sector include North Huachuang, Tuo Jing Technology, and Micro Company, each focusing on different aspects of the market [7][41]. - Domestic manufacturers are adopting a multi-dimensional strategy to break through the monopolistic barriers set by international giants, focusing on specialized equipment like HDPCVD and SACVD [25][70]. Group 4: Investment Insights - Investment focus should be on companies that can achieve a closed loop in specific advanced process windows rather than merely replacing single machines [28]. - Companies with dual capabilities in PEALD and Thermal ALD, particularly those that have validated their technology in specific applications, are expected to hold the highest value [29]. - The importance of core components and subsystems, such as plasma sources and vacuum systems, is highlighted as critical for the success of semiconductor equipment [34][36]. Group 5: Conclusion - The U.S. technology blockade has catalyzed a more resilient and innovative semiconductor equipment industry in China, moving from mere substitution to defining next-generation processes [38]. - The journey of domestic equipment manufacturers reflects a broader trend of understanding and meeting the specific needs of Chinese manufacturing, paving the way for long-term value discovery in the semiconductor sector [38].