2月4日，微导纳米涨5.02%，截至发稿，报77.61元/股，成交7.66亿元，换手率2.20%，总市值357.90亿 元。 资料显示，江苏微导纳米科技股份有限公司位于江苏省无锡市新吴区长江南路27号，成立日期2015年12 月25日，上市日期2022年12月23日，公司主营业务涉及以ALD技术为核心,致力于先进微、纳米级薄膜 沉积技术和设备的研究与产业化应用,为光伏、集成电路、柔性电子等半导体与泛半导体行业提供高端 装备与技术解决方案。主营业务收入构成为：光伏设备76.54%，半导体设备18.43%，配套产品及服务 3.07%，其他1.89%，其他(补充)0.07%。 从微导纳米十大流通股东角度 数据显示，中航基金旗下1只基金位居微导纳米十大流通股东。中航新起航灵活配置混合A（005537） 三季度新进十大流通股东，持有股数224.7万股，占流通股的比例为2.22%。根据测算，今日浮盈赚取约 833.65万元。 中航新起航灵活配置混合A（005537）成立日期2018年4月23日，最新规模8238.95万。今年以来收益 15.94%，同类排名342/8873；近一年收益96.99%，同类排名211/8119 ...

截至2026年2月3日收盘，光伏ETF(159857)全天获资金申购1.09亿份，换手17.77%，成交4.03亿元，市场交投活跃。跟踪的 中证光伏产业指数(931151)强势上涨5.79%，年初至今涨幅累计已达16.59%，成分股罗博特科上涨20.00%，奥特维上涨 20.00%，晶盛机电上涨17.34%，晶科能源，微导纳米等个股跟涨。 截至2月3日，光伏ETF(159857)近2周规模增长2.56亿元，近2周份额增长1.18亿份，实现显著增长。 资金流入方面，光伏ETF(159857)近10个交易日合计"吸金"1.79亿元。 业内指出，这是马斯克体系内迄今最重要的"太空+人工智能"整合交易，从长远来看天基人工智能是可行的规模化路径，相 关卫星可直接利用近乎恒定的太阳能，运营维护成本较低。 马斯克此前1月22日披露太空光伏重磅布局，SpaceX与特斯拉将三年内联合建设200GW光伏产能，其中100GW专用于太空 场景，并争取在2030年前实现首个100GW太空光伏部署里程碑。太空光伏的长期发展空间已清晰显现，有望成为光伏产业 新的增长蓝海。 2026年1月28日，工信部再次召开光伏行业"反内卷"座谈会，明确 ...

Investment Rating - The industry investment rating is maintained as "Positive" [4] Core Insights - The demand for AI computing power is driving a persistent shortage in storage [2][8] - Major storage companies are experiencing strong performance, with AI demand expected to continue creating incremental opportunities [6] - The supply of niche storage is under pressure from mainstream storage, leading to a sustained tight supply situation [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengsuo [2][8] - Domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage are also highlighted [2] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [2] - Semiconductor equipment firms such as Zhongwei Company, Jingzhida, and Beifang Huachuang are recommended [2] - Domestic packaging and testing companies like Shentek, Huicheng, and Tongfu Microelectronics are included in the investment targets [2] Market Dynamics - TrendForce has revised upward the price growth rates for DRAM and NAND Flash products for the first quarter, with DRAM contract prices expected to rise by 90-95% and NAND Flash by 55-60% [7] - AI computing demand is becoming the dominant factor in storage demand, with significant price increases anticipated for Server DRAM and Enterprise SSDs [7] - The AI inference process is expected to significantly alter data center storage structures, leading to increased demand for active data storage [7] Niche Storage Supply - Niche storage products like NOR Flash and MLC/SLC NAND Flash are expected to remain in tight supply due to reduced production from major suppliers focusing on mainstream products [7] - The global capacity for MLC NAND Flash is projected to decrease by 41.7% in 2026 due to supply constraints [7]

证券之星消息，2月2日光伏设备板块较上一交易日下跌1.5%，微导纳米领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。光伏设备板块个股涨跌见下表： 从资金流向上来看，当日光伏设备板块主力资金净流出9515.49万元，游资资金净流入8.01亿元，散户资 金净流出7.06亿元。光伏设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600537 亿晶光电 | | 1.71 Z | 21.86% | -5353.12万 | -6.86% | -1.17 Z | -15.01% | | 600481 | 双良节能 | 1.39亿 | 9.88% | -2418.45万 | -1.72% | -1.15 Z | -8.16% | | 300274 阳光电源 | | 1.39 Z | 1.50% | 5569.08万 | - 0.60% | -1. ...

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2026-005 | | --- | --- | --- | | 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 关于可转债投资者适当性要求的风险提示性公告 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： （三）可转债转股期限 本次发行的可转债转股期限自发行结束之日（2025 年 8 月 12 日）起满六个 月后的第一个交易日（2026 年 2 月 12 日，非交易日顺延）起至可转债到期日（2031 年 8 月 5 日）止（如遇法定节假日或休息日延至其后的第 1 个交易日；顺延期间 付息款项不另计息）。 二、不符合科创板股票投资者适当性要求的公司可转债投资者所持本次可 转债不能转股的风险 公司为科创板上市公司，本次向不特定对象发行可转债，参与可转债转股的 投资者，应当符合科创板股票投资者适当性管理要求。参与科创板可转债的投资 者，可将其持有的可转债进行买入或卖出的操作，可转债持有人如不符合科创板 股票投资者适 ...

证券日报网讯 1月29日，微导纳米在互动平台回答投资者提问时表示，在ALD设备中，水蒸气与臭氧均 可作为氧源。公司出厂的设备能够为客户提供多种配置选择，实际运行中客户会根据成本、稳定性、工 艺控制等因素决定具体采用的工艺路线。 ...

证券之星消息，1月29日光伏设备板块较上一交易日下跌1.13%，微导纳米领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002623 | 亚玛顿 | 25.75 | 6.49% | 36.05万 | 9.03亿 | | 002865 | 钧达股份 | 105.03 | 6.41% | 38.03万 | 40.00亿 | | 300724 | 捷佳伟创 | 136.30 | 6.01% | 47.63万 | 65.42 Z | | 002129 | TCL中环 | 9.81 | 5.94% | 364.28万 | 36.02亿 | | 603396 | 金辰股份 | 50.01 | 5.66% | 30.12万 | 15.06亿 | | 600481 | 双良节能 | 9.26 | 4.16% | 248.78万 | 23.20亿 | | 300316 | 晶盛机电 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry [5] Core Insights - The ongoing shortage of niche storage is expected to continue, with AI demand opening up incremental growth opportunities [2][8] - AI demand is anticipated to drive the need for niche storage, particularly in applications such as automotive, industrial, and security [7] - Domestic manufacturers are positioned competitively in the niche storage market and are likely to benefit from the supply constraints caused by international suppliers exiting this segment [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengshuo [3][8] - Other relevant companies include domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage, as well as semiconductor equipment firms such as Zhongwei, Jingzhida, and Beifang Huachuang [3][8] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [3][8] Market Dynamics - The supply of niche storage products is being significantly reduced as major international suppliers focus on mainstream storage products, leading to a substantial contraction in supply [7] - For instance, the global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to supply shrinkage, which is expected to drive prices significantly higher [7] - Domestic firms are gaining market share in niche storage, with Zhaoyi Innovation holding approximately 18.5% of the NOR Flash market in 2024, ranking second globally [7]

有投资者在互动平台向 微导纳米提问：公司目前在异质结电池和 太空光伏方面是否会有布局，技术的 发展趋势是否有布局和跟进？ 微导纳米回复称，公司作为高效光伏电池技术与设备的领军者之一，客 户覆盖国内一线主流 电池片厂商。目前产品涵盖ALD、CVD和炉管等设备，全面覆盖PERC、 TOPCon、异质结（HJT）、XBC、钙钛矿/钙钛矿叠层电池等技术路线。其中，在钙钛矿领域，公司已 覆盖了传统晶硅叠钙钛矿路线、大面积玻璃基底钙钛矿路线和纯柔性钙钛矿三个主要技术路线，相关设 备已获得多家客户认可并实现产业化应用。但产业整体尚处于市场培育阶段，公司相关产品也还处于市 场推广时期，相关订单和收入占公司整体订单和收入比例很小，短期内对公司收入贡献不大。未来，公 司将继续深耕光伏电池技术的研发与产业化，持续为客户提供多样化的解决方案，以满足于客户各类新 兴应用领域的需求。 ...

证券日报网讯1月26日，微导纳米在互动平台回答投资者提问时表示，公司会严格按照证监会和交易所 的要求履行信息披露义务。 ...