证券之星消息，9月25日，微导纳米（688147）融资买入1.86亿元，融资偿还1.85亿元，融资净买入 149.5万元，融资余额4.56亿元，近3个交易日已连续净买入累计7185.81万元，近20个交易日中有11个交 易日出现融资净买入。 融资融券余额4.58亿元，较昨日上涨0.28%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-09-25 | 4.58亿 | 126.84万 | 0.28% | | 2025-09-24 | 4.56亿 | 2398.13万 | 5.55% | | 2025-09-23 | 4.32亿 | 4690.81万 | 12.17% | | 2025-09-22 | 3.85亿 | -1639.78万 | -4.08% | | 2025-09-19 | 4.02亿 | -2603.11万 | -6.08% | 融券方面，当日融券卖出600.0股，融券偿还3200.0股，融券净买入2600.0股，融券余量2.53万股。 | 交易日 | (船) 田橋虎旅館 | | 融券会量(股) | 融券余额 ...

微导纳米 20250925 摘要 维达纳米 ALD 设备已跻身国内第一梯队，自 2023 年切入半导体 CVD 产品并迅速获市场认可，预计 2024-2025 年 CVD 高温掩膜产量保持在 3-4 亿元/年，一季度 ALD 氮化钛产品在武汉放量，订单超 3 亿元，占 客户 90%以上需求。 公司收入结构正从光伏设备向半导体设备转型，预计未来两年半导体收 入占比将提升至 30%-40%。通过发行 11 亿元可转债和实施股权激励， 公司积极扩张半导体业务，并设定每年新增 35%半导体订单的考核目标。 受益于 AR 算力需求增长、中国芯片厂向先进制程升级及国产化加速， 维达纳米预计半导体设备需求将超预期。存储和逻辑芯片厂商扩产是主 要驱动力，光刻机市场火热也推动国产化进程，公司有望实现阿尔法和 贝塔效应双重增长。 截至 8 月，新半导体新签订单约 14 亿元，全年预期 17 亿元，同比增长 约 70%。CVD 产品签单约 4 亿元，其余为 ALD 产品，其中氮化钛和高 k 材料是主要放量品种。前几大客户订单占比 70%-80%，武汉客户为 主，合肥地区国产化率提升迅速。 Q&A 维达纳米在半导体设备领域的最新进展 ...

江苏微导纳米科技股份有限公司 2025 年第三次临时股东大会会议资料 江苏微导纳米科技股份有限公司 2025 年第三次临时股东大会会议资料 江苏·无锡 2025 年 9 月 江苏微导纳米科技股份有限公司 2025 年第三次临时股东大会会议资料 目 录 | 2025 | 年第三次临时股东大会会议议程 2 | | --- | --- | | 2025 | 年第三次临时股东大会会议须知 3 | | 2025 | 年第三次临时股东大会会议议案 5 | | 议案一 | 关于公司《2025 年限制性股票激励计划（草案）》及其摘要的议案...5 | | 议案二 | 关于公司《2025 年限制性股票激励计划实施考核管理办法》的议案.6 | | 议案三 | 关于提请公司股东大会授权董事会办理公司 年限制性股票激励 2025 | | | 计划有关事项的议案 7 | | 议案四 | 关于补选公司第二届董事会非独立董事的议案 9 | 江苏微导纳米科技股份有限公司 2025 年第三次临时股东大会会议资料 2025 年第三次临时股东大会会议议程 一、召开时间 现场会议召开时间：2025年10月14日下午14:00； 网络投票时间：采用上 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company has released a 2025 restricted stock incentive plan, aiming to bind core technology and management talent, reflecting confidence in the development of semiconductor equipment [1] - The performance assessment targets for the incentive plan include a net profit margin of no less than 10% or a compound annual growth rate (CAGR) of 35% for semiconductor equipment orders from 2025 to 2027, indicating the company's focus on semiconductor equipment as a core development area [2] - The company is a leading domestic ALD equipment provider, with products covering mainstream ALD thin film materials and processes, and has developed the first domestically successful mass production High-k ALD equipment for integrated circuit manufacturing [3] - The company has successfully developed a complete line solution for XBC solar cells and is positioned to benefit from the next generation of battery technologies in the photovoltaic equipment sector [8] Summary by Sections Incentive Plan - The company plans to grant 3.8276 million restricted stocks, accounting for approximately 0.83% of the total share capital, to 420 individuals, which represents 28% of the total employees as of the end of 2024 [1] - The estimated amortization costs for the stock options from 2025 to 2028 are projected to be 9.02 million, 49.15 million, 21.76 million, and 7.53 million yuan respectively [2] Semiconductor Equipment - The company has developed various technologies including HKMG, column capacitors, and high aspect ratio 3D NAND, covering major application scenarios in logic chips, storage chips, advanced packaging, and compound semiconductors [3] - The PECVD equipment is being developed from high-end materials to general materials, with successful customer validation and batch orders in high-end materials [4] Financial Forecast - Revenue is expected to grow from 2.748 billion yuan in 2025 to 3.432 billion yuan in 2027, with corresponding net profits of 348 million yuan, 459 million yuan, and 546 million yuan, reflecting growth rates of 53%, 32%, and 19% respectively [9] - The price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 76, 58, and 48 times respectively [9]

9月24日微导纳米（688147）收盘价57.40元，收盘上涨15.54%，全天换手率28.97%，振幅21.15%，成交 额16.55亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.98亿元， 其中，买入成交额为1.71亿 元，卖出成交额为1.27亿元，合计净买入4421.61万元。具体来看，今日上榜的前五大买入营业部中，沪 股通为第一大买入营业部，买入金额为5345.82万元，营业部合计买入1.18亿元。卖出营业部中，沪股通 为第三大卖出营业部，卖出金额为2502.33万元，营业部合计卖出1.02亿元。买卖金额相抵，沪股通今日 净买入该股2843.49万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 5345.82 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 3983.32 | | 光大证券股份有限公司上海淮海中路证券营业部 | 3446.31 | | 开源证券股份有限公司西安西大街证 ...

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3853.64 points, up 0.83% [1][2] - The Shenzhen Component Index closed at 13356.14 points, up 1.8%, and the ChiNext Index closed at 3185.57 points, up 2.28% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor industry chain, photovoltaic equipment, gaming, and BC battery concepts saw significant gains, while the tourism sector weakened slightly [6][7] - Notable sector performances included: - Semiconductor: +4.60% with a net inflow of 156.7 billion yuan [7] - BC Battery: +4.30% with a net inflow of 11.57 billion yuan [7] - Tourism and hotels: -0.71% with a net outflow of 5.08 billion yuan [7] Individual Stock Highlights - Key stocks in the semiconductor sector, such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, hit the 20% limit up [8] - Lixun Precision saw a price increase of over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [8] - Major net inflows were observed in stocks like Sunshine Power, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Index around 3800 points, with the semiconductor sector continuing to show activity, indicating bullish market sentiment [11] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains loose, suggesting a focus on technology sectors for potential gains [11]

Group 1 - The OLED concept sector increased by 3.03%, ranking 10th among concept sectors, with 126 stocks rising, including Jiangfeng Electronics which hit a 20% limit up [1] - Notable gainers in the OLED sector include Tongcheng New Materials, Beifang Huachuang, and Glinda, all reaching the limit up, while Jingwang Electronics, Lihexing, and Hanbo High-tech saw significant declines [1][2] - The OLED sector attracted a net inflow of 5.884 billion yuan from main funds, with 91 stocks receiving net inflows, and 21 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks in the OLED sector include Beifang Huachuang with 1.215 billion yuan, followed by Haowei Group, Jiangfeng Electronics, and Lens Technology [2] - The net inflow ratios for Glinda, Tongcheng New Materials, and Taiji Industry were the highest at 25.46%, 19.66%, and 17.32% respectively [3][4] - Jiangfeng Electronics had a trading volume of 54.518 million yuan and a net inflow ratio of 14.50% [3][4] Group 3 - The overall market performance showed a mixed trend, with some sectors like the third-generation semiconductors and advanced packaging also experiencing gains [2] - The market dynamics indicate a strong interest in OLED technology, reflected in the significant capital inflows and stock performance [2][3]

Market Performance - On September 24, the photovoltaic equipment sector rose by 4.27%, with Micro导纳米 leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Key Stocks in Photovoltaic Equipment Sector - Micro导纳米 (688147) closed at 57.40, up 15.54% with a trading volume of 293,100 shares [1] - Tight Materials (688503) closed at 68.71, up 10.22% with a trading volume of 353,800 shares [1] - TCL Zhonghuan (002129) closed at 8.55, up 10.04% with a trading volume of 1,905,400 shares [1] - Other notable stocks include Yuan Tewei (688516) up 9.09%, Maiwei Co. (300751) up 8.94%, and Sunshine Power (300274) up 7.43% [1] Capital Flow Analysis - The photovoltaic equipment sector saw a net inflow of 2.879 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.485 billion yuan [2][3] - Major stocks like Sunshine Power (300274) had a net inflow of 1.342 billion yuan from institutional investors, despite a net outflow of 531 million yuan from retail investors [3] - Longqi Green Energy (601012) also saw significant institutional inflows of 510 million yuan, while retail investors withdrew 265 million yuan [3]

据天眼查APP显示，江苏微导纳米科技股份有限公司成立于2015年12月25日。注册资本46115.7283万人 民币。（数据宝） 数据宝统计，截至13:28，微导纳米成交额13.27亿元，创上市以来新高。最新股价上涨14.90%，换手率 23.33%。上一交易日该股全天成交额为6.36亿元。 （文章来源：证券时报网） ...

Core Insights - The STAR Market is experiencing significant inflows, with the STAR Composite Index ETF (Huitianfu 589080) rising by 3.13% and the STAR 100 ETF (Huitianfu 589980) increasing by 3.46% as of September 24 [1][4] - The STAR 100 ETF has seen strong capital inflows for nine consecutive days, accumulating nearly 200 million yuan in the last ten days [1] - The STAR Market has surpassed 100 ETFs, with a total management scale nearing 300 billion yuan, making it the highest proportion of index investment in A-shares [4] Industry Performance - The STAR Composite Index (000680) rose by 3.60%, with notable individual stock performances including Weidao Nano (688147) and Shenkong Co. (688233), both up by 20.01% [3] - The STAR 100 Index (000698) also saw a strong increase of 3.57%, with stocks like Weidao Nano (688147) and Jiewate (688141) rising by 20.01% and 18.23% respectively [4] - The semiconductor sector is experiencing a surge, driven by multiple favorable factors, including advancements in chip technology and increased domestic production [5] Market Trends - The market is witnessing a shift towards technology companies, with over 90% of new listings being tech-related, and the market capitalization of tech firms now exceeding 25% of the total A-share market [4] - By the end of the "13th Five-Year Plan," the number of top 50 companies in terms of market capitalization that are tech firms increased from 18 to 24 [4] - The semiconductor industry is expected to see continued investment growth, with projections indicating a 6% increase in domestic equipment market share by 2026 [5]