1月1日，微导纳米发布关于重大销售合同的进展公告。 微导纳米公告称，公司此前于2024年3月，与光伏企业客户签署5.3亿元的设备销售合同，现因客户战略 调整，双方依据公司实际交付设备的种类与数量，对原合同内容进行调整并签订补充协议。 根据公告，双方经过协商调整后，合同总金额将由5.3亿元变更为4.1亿元，变更后合同涉及的设备均已 交付。同时对剩余货款支付安排进行了约定，后续双方将在约定期限内对剩余尚未支付货款进行结算。 资料显示，微导纳米成立于2015年12月，是一家面向全球的半导体、泛半导体高端微纳装备制造商，主 要产品应用于光伏电池、硅基微显示、逻辑芯片等领域。2022年12月正式上市。 2025年前三季度，微导纳米实现营收17.22亿元，同比增长11.48%；归母净利润为2.48亿元，同比增长 64.83%。其中，第三季度6.72亿元，同比下降11.31%；归母净利润5613.45万元，同比下降47.98%。 编辑：刘英丽 责编：刘婧媛 1月1日，微导纳米发布关于重大销售合同的进展公告。 微导纳米公告称，公司此前于2024年3月，与光伏企业客户签署5.3亿元的设备销售合同，现因客户战略 调整，双方依据公 ...

Core Insights - The report emphasizes a positive outlook for the mechanical industry in 2026, driven by structural transformation and a rebound in external demand [3][4] - The report introduces a "risk排雷" manual to proactively identify potential market misjudgments and challenges within various sectors [3][4] Industry Overview - The mechanical industry is expected to experience a cyclical reversal, with growth in engineering machinery, industrial gases, shipbuilding, photovoltaic equipment, and lithium battery equipment [6][8] - Key assumptions include continued government support for emerging technology industries and a stable macroeconomic recovery [11][16] Engineering Machinery - The engineering machinery sector is witnessing a cyclical upturn, with increased overseas market share and a gradual domestic renewal cycle [17] - Key growth drivers include global market expansion, improved domestic demand due to favorable macro policies, and a stabilizing domestic infrastructure and real estate market [17] Shipbuilding - The shipbuilding industry is on an upward trend, with demand supported by a variety of vessel types and improving profitability for shipyards [19] - The sector is expected to benefit from supply constraints driving up ship prices and a focus on high-end, large-scale, dual-fuel vessels [20] Export Chain - The export chain is optimistic about demand recovery, particularly in the U.S. market, with a focus on strategic exports and emerging markets [22] - Key assumptions include a favorable trade environment and ongoing industrial shifts towards resource-rich countries [22] Industrial Gases - The industrial gases sector is viewed positively, with expectations of volume and price increases leading to improved valuations [27] - The report highlights the importance of leading companies in the sector and recommends focusing on those with operational highlights in niche markets [30] Lithium Battery Equipment - The lithium battery equipment sector is expected to emerge from a downturn, with solid-state battery technology creating significant market opportunities [51] - The report anticipates a substantial increase in market size, projecting a growth from 2.06 billion in 2025 to 33.62 billion by 2030 [51] Wind Power Equipment - The wind power industry is projected to maintain high growth, particularly in offshore wind projects, with significant investments expected [63] - The report recommends focusing on leading manufacturers and components that support the offshore wind market [64] Testing and Inspection - The testing and inspection sector is expected to see upward momentum, driven by increasing demand and a trend towards consolidation among leading firms [71] - The report emphasizes the importance of focusing on emerging fields and the long-term growth potential of comprehensive testing companies [71] Rail Transit Equipment - The rail transit equipment sector is expected to benefit from steady investment in fixed assets and high demand for passenger and freight transport [75] - The report highlights the potential for continued growth in the high-speed train sector and recommends key players in the industry [76] Oil Service Equipment - The oil service equipment sector is anticipated to thrive due to sustained demand driven by oil prices and energy security concerns [79] - The report suggests focusing on companies with strong technical barriers and those benefiting from domestic and international market opportunities [80]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688147 证券简称：微导纳米公告编号：2026-001 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董事会 一、合同的基本情况及补充协议的签订 2024年3月，江苏微导纳米科技股份有限公司（以下简称"公司"）与光伏企业客户（以下简称"客户A"） 签署了设备销售合同，合同金额约为人民币5.2亿元（含税，下同）。具体内容详见公司在上海证券交 易所网站（www.sse.com.cn）披露的《关于签订重大销售合同的公告》（公告编号：2024-009）。合同 执行过程中，经双方协商一致，增加部分设备，合同总金额相应调整为约5.3亿元（以下简称"原合 同"）。 近日，因客户A战略调整，经双方友好协商，依据公司实际交付设备的种类与数量，对原合同内容进行 调整，并签订了补充协议。合同总金额由5.3亿元变更为4.1亿元，变更后合同涉及的设备均已交付。同 时，对剩余货款支付安排进行了约定，后续双方将在约定期限内对剩余尚未支付货款进行结算。 因涉及商业机密，对外披露客户名称、合同具体内容可能不利于公司生产经营活动，从而损害公司及投 资者利益 ...

证券研究报告 AI驱动新成长，自主可控大时代 ——2026年半导体设备行业策略报告 行业评级：看好 2026年1月4日 | 分析师 | 邱世梁 | 王华君 | 王一帆 | | --- | --- | --- | --- | | 邮箱 | qiushiliang@stocke.com.cn | wanghuajun@stocke.com.cn | wangyifan01@stocke.com.cn | | 证书编号 | S1230520050001 | S1230520080005 | S1230523120007 | 半导体设备：AI驱动新成长，自主可控大时代 ◼ 2025行业复盘：跑赢大盘，持续增长 2025年至今，半导体设备指数显著跑赢大盘，当前估值处于28%分位点。 2025年前道设备营收持续高增长，利润增速结构性放缓；后道设备迎来爆发式增长，净利率显著提升，行业呈现高景气态势。 ◼ 2026行业展望：半导体行业景气度高，先进逻辑存储扩产共振 半导体行业景气度高：AI驱动下，2025年全球半导体市场创历史新高，预计2026年将继续增长9%至7607亿美元。 中国半导体设备市场：国内晶圆厂产能利用率回升扩 ...

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2026-001 | | --- | --- | --- | | 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 关于重大销售合同的进展公告 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。 一、合同的基本情况及补充协议的签订 2024 年 3 月，江苏微导纳米科技股份有限公司（以下简称"公司"）与光伏 企业客户（以下简称"客户 A"）签署了设备销售合同，合同金额约为人民币 5.2 亿元（含税，下同）。具体内容详见公司在上海证券交易所网站（www.sse.com.cn） 披露的《关于签订重大销售合同的公告》（公告编号：2024-009）。合同执行过程 中，经双方协商一致，增加部分设备，合同总金额相应调整为约 5.3 亿元（以下 简称"原合同"）。 近日，因客户 A 战略调整，经双方友好协商，依据公司实际交付设备的种 类与数量，对原合同内容进行调整，并签订了补充协议。合同总金额由 5.3 亿元 变更为 4.1 亿元，变更后合同涉 ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 2461.743 billion yuan [1] Technical Analysis - A total of 167 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Sanfu New Science (三孚新科) with a difference of -1.68% [1] - Tianjian Technology (天箭科技) with a difference of -1.66% [1] - Zhongmin Energy (中闽能源) with a difference of -1.30% [1] Individual Stock Performance - Sanfu New Science (688359) decreased by 0.25% with a trading turnover of 1.57% [1] - Tianjian Technology (002977) saw a significant drop of 9.99% with a trading turnover of 2.27% [1] - Zhongmin Energy (600163) declined by 2.17% with a trading turnover of 1.33% [1] - Other notable stocks include: - Hainan Ruize (002596) increased by 0.94% [1] - Weidao Nano (688147) decreased by 1.54% [1] - Eighty Billion (688181) increased by 0.31% [1] Additional Stock Movements - Stocks such as Xiling Information (300588) and Zhaolong Interconnect (300913) also showed minor declines of 0.11% and 1.55% respectively [1] - The performance of ST stocks included: - ST Huaxi (002630) with a decrease of 0.40% [1] - ST Meicheng (300237) with a decline of 1.90% [1]

Group 1 - The company announced a sales contract with photovoltaic client A for equipment worth approximately 520 million yuan, which was later increased to 530 million yuan [1] - Due to a strategic adjustment by client A, a supplementary agreement was signed, reducing the contract amount from 530 million yuan to 410 million yuan [1] - The company stated that the change aligns with the interests of both parties and will not adversely affect the performance of the delivered equipment, with remaining payments to be settled within the agreed timeframe [1]

Group 1 - The core point of the article is the establishment of Weidao Nano Technology (Wuhan) Co., Ltd., which is fully owned by Weidao Nano [1] - The company’s business scope includes new material technology promotion services, manufacturing and sales of semiconductor device specialized equipment, and manufacturing of electronic specialized equipment [1]

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2025-101 | | --- | --- | --- | | 转债代码：118058 | 转债简称：微导转债 | | 为规范公司募集资金的管理和使用，保护投资者权益，根据《上海证券交易 所科创板上市公司自律监管指引第 1 号——规范运作》等法律、法规以及规范性 文件和公司《募集资金管理制度》的相关规定，公司与保荐机构中信证券股份有 限公司、各存放募集资金的商业银行分别签订了《募集资金专户存储三方监管协 议》。上述协议与上海证券交易所三方监管协议范本不存在重大差异，公司在使 用募集资金时严格按照协议的具体要求履行义务。 江苏微导纳米科技股份有限公司 关于注销部分募集资金专户的公告 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、准确性和完整性承担法律责任。 江苏微导纳米科技股份有限公司（以下简称"公司"）2022 年首次公开发行 股票募集资金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专 户。鉴于公司 2022 年首次公开发行股票募投项目"补充流动资金"的募集资金 已按规定使用 ...

（记者 财经资讯编辑）2025年12月29日，江苏微导纳米科技股份有限公司（证券代码：688147，证券 简称：微导纳米）发布公告称，公司2022年首次公开发行股份募集资金投资项目"基于原子层沉积技术 的光伏及柔性电子设备扩产升级项目"已完成结项，并计划将节余的2267.01万元募集资金永久补充流动 资金。 根据公告，公司拟将上述节余募集资金永久补充流动资金，用于日常生产经营。公司将保留募投项目对 应的募集资金专户，在按照相关合同约定满足付款条件时支付合同尾款等款项，待相关合同待支付款项 全部结清后，该募集资金专户如有节余将直接用于永久补充流动资金，并注销募集资金专户。 项目节余原因分析 公司表示，节余资金主要源于两方面原因：一方面，公司在项目实施过程中本着合理、节约、有效的原 则，加强成本控制和管理，合理降低项目相关成本费用；另一方面，在确保不影响募投项目使用的前提 下，公司使用部分闲置募集资金进行现金管理获得了一定的理财收益，同时募集资金存放期间也产生了 存款利息收入。 审议程序与保荐人意见 该事项已通过公司第三届董事会审计委员会第二次会议、第三届董事会战略委员会第二次会议及第三届 董事会第二次会议审议通 ...