Semiconductor Industry Performance - Semiconductor giants SMIC and Zhongwei both reported strong financial results on the same day, with SMIC achieving a revenue of 32.348 billion yuan, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% [2] - Zhongwei reported a revenue of 4.961 billion yuan, a year-on-year growth of approximately 43.88%, and a net profit of 706 million yuan, an increase of 36.62% [2] - SMIC's revenue growth was attributed to an increase in wafer sales volume and average selling prices, with wafer sales rising by 19.9% to 4.682 million pieces [2][3] R&D and Technological Advancements - SMIC invested 2.375 billion yuan in R&D, accounting for 7.3% of its revenue, and holds 14,200 authorized patents, including 12,300 invention patents [3] - Zhongwei's R&D investment reached 1.492 billion yuan, a significant increase of 53.7%, with R&D expenses exceeding 30% of its revenue [3] - Zhongwei's plasma etching equipment sales reached 3.781 billion yuan, a year-on-year increase of approximately 40.1%, covering over 95% of etching applications [3][4] Market Expansion and Future Plans - Zhongwei is actively expanding into the semiconductor market, with plans to cover 50% to 60% of high-end semiconductor equipment through organic growth and acquisitions over the next 5 to 10 years [4] - MicroNano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, driven by growth in both photovoltaic and semiconductor businesses [6] - MicroNano's semiconductor equipment revenue reached 194 million yuan, with a significant increase in orders, indicating a transition from a technology breakthrough phase to a volume order phase [7] Globalization and Strategic Investments - Gree Electric reported a revenue of 97.325 billion yuan, a year-on-year decline of 2.46%, but maintained a net profit of 14.412 billion yuan, a growth of 1.95% [10] - Gree is focusing on diversifying its revenue structure, with a goal to reduce reliance on air conditioning, as its consumer electronics revenue reached 76.28 billion yuan, a decrease of 5.09% [12] - Gree's foreign sales revenue increased by 10.19%, reaching 16.71% of total revenue, as the company accelerates its globalization strategy [15] Innovation and Product Development - Yingshi Innovation reported a revenue of 3.671 billion yuan, a year-on-year increase of 51.17%, with a focus on market expansion and new product launches [17] - The company doubled its R&D investment to 561 million yuan, accounting for 15.30% of its revenue, and holds nearly 1,000 authorized patents [18] - Yingshi plans to launch new drone products, leveraging its panoramic imaging technology, with a market share of 67.2% in the panoramic camera sector [20]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 1.05 billion and a net profit of 192 million, reflecting year-on-year growth of 33.42% and 348.95% respectively [1] - The semiconductor equipment segment has emerged as a new growth driver, with revenue of 194 million, a year-on-year increase of 27.17%, and its share of main business revenue rising to 18.45% [1] - The company has a strong order backlog in the semiconductor sector, amounting to 2.328 billion, which is a 54.72% increase from the beginning of the year, with new orders exceeding the total for the previous year [1] - The photovoltaic equipment revenue remained robust at 804 million, showing a year-on-year growth of 31.53% [1] - The company issued convertible bonds totaling 1.17 billion, which are set to be listed on the Shanghai Stock Exchange, with proceeds aimed at enhancing semiconductor thin-film deposition equipment and expanding R&D facilities [1] - The company plans to continue its innovation-driven development strategy, increasing investment in the semiconductor field and maintaining a leading position in next-generation photovoltaic battery technology [2]

Core Viewpoint - MicroGuide Nano reported a significant increase in both revenue and net profit for the first half of the year, indicating strong financial performance and growth potential in the market [1]. Financial Performance - The company's revenue for the first half of the year reached 1,049,948,203.50 yuan, representing a year-on-year increase of 33.42% [1]. - The net profit attributable to shareholders was 192,360,633.27 yuan, showing a remarkable year-on-year increase of 348.95% [1]. Shareholder Information - Among the top ten circulating shareholders, China Merchants Bank Co., Ltd. - Southern CSI 1000 Exchange-Traded Open-Ended Index Securities Investment Fund has been identified as a new circulating shareholder [1].

Core Insights - MicroGuide Nano (688147) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong business performance [1] Financial Performance - The company achieved an operating income of 1.05 billion yuan, representing a year-on-year growth of 33.42% [1] - Net profit attributable to shareholders reached 192 million yuan, marking a substantial increase of 348.95% [1] - Basic earnings per share were reported at 0.42 yuan [1] Business Segments - Revenue from photovoltaic equipment grew by 31.53% year-on-year [1] - Revenue from semiconductor equipment increased by 27.17% year-on-year [1] - The growth in revenue is attributed to the continuous improvement in product process coverage and technology levels, as well as an increase in the number of customer-accepted devices [1]

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2025-053 | | --- | --- | --- | | 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 第二届监事会第二十三次会议决议公告 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。 一、会议召开情况 江苏微导纳米科技股份有限公司（以下简称"公司"）第二届监事会第二十三 次会议于 2025 年 8 月 28 日在公司会议室以现场结合通讯表决方式召开，会议由 监事会主席潘景伟先生主持。本次会议通知于 2025 年 8 月 18 日以电子邮件方式 向全体监事发出。本次会议应出席监事 3 名，实际出席监事 3 名。本次会议的召 开符合《中华人民共和国公司法》（以下简称"《公司法》"）及《江苏微导纳米 科技股份有限公司章程》（以下简称"公司章程"）的有关规定，会议决议合法、 有效。 二、会议审议情况 本次会议审议并通过如下议案： （一）审议通过了《关于公司 2025 年半年度报告及摘要的议案》 根据相关法律、法规、 ...

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2025-052 | | --- | --- | --- | | 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 第二届董事会第二十五次会议决议公告 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、准确性和完整性依法承担法律责任。 公司 2025 年半年度报告未经会计师事务所审计。 表决结果：同意 6 票；反对 0 票；弃权 0 票。 公司董事会审计委员会已经审议通过了本议案。 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《江苏 微导纳米科技股份有限公司 2025 年半年度报告》及《江苏微导纳米科技股份有 限公司 2025 年半年度报告摘要》。 一、会议召开情况 江苏微导纳米科技股份有限公司（以下简称"公司"）第二届董事会第二十五 次会议于 2025 年 8 月 28 日在公司会议室以现场结合通讯表决方式召开，会议由 董事长王磊先生主持。本次会议通知于 2025 年 8 月 18 日以电子邮件方式向全体 董事发出。本次会议应 ...

中信证券股份有限公司 关于江苏微导纳米科技股份有限公司 调整募集资金投资项目拟投入募集资金金额的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为江苏微 导纳米科技股份有限公司（以下简称"微导纳米"、"公司"）向不特定对象发 行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《上海证 券交易所科创板股票上市规则》《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》《上市公司募集资金监管规则》等有关规定，对微导纳米 调整募集资金投资项目拟投入募集资金金额的事项进行了核查，核查情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意江苏微导纳米科技股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕1404 号），公司向不特定对象发行 1,170,000,000.00 元的可转换公司债券，期限 6 年， 每张面值人民币 100 元，发行数量 11,700,000 张（1,170,000 手）。本次发行的 募集资金总额为人民币 1,170,000,000.00 元，扣除发行费用（不含增值税）人民 币 11,078,396. ...

一、拟开展的套期保值业务概述 （一）交易目的 为规避外汇市场风险，防范汇率波动对公司经营业绩的不良影响，提高外汇 资金使用效率，公司拟根据具体情况适度开展外汇套期保值业务。该业务是以正 常生产经营为基础，以稳健为原则，以降低汇率风险为目的，不做无实际需求的 投机性交易，不进行单纯以盈利为目的外汇交易，不会影响公司主营业务发展。 （二）交易金额 中信证券股份有限公司 关于江苏微导纳米科技股份有限公司 开展外汇套期保值业务的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为江苏微 导纳米科技股份有限公司（以下简称"微导纳米"、"公司"）的保荐人，根据 《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《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》等有关规定， 对微导纳米本次开展外汇套期保值业务进行了核查，具体情况如下： 根据公司资产规模及业务需求情况，公司开展的外汇套期保值业务，在任一 时点的交易金额（含前述交易的收益进行再交易的相关金额）将不超过 3 亿元人 民币或其他等值货币金额。 （三）资金来源 本次外汇套期保值业务的资金来源为自有资金及通过法律法 ...

中信证券股份有限公司 关于江苏微导纳米科技股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为江苏微 导纳米科技股份有限公司（以下简称"微导纳米"、"公司"）向不特定对象发 行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《上海证 券交易所科创板股票上市规则》《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》《上市公司募集资金监管规则》等有关规定，对微导纳米 使用部分暂时闲置募集资金进行现金管理的事项进行了核查，核查情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意江苏微导纳米科技股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕1404 号），公司向不特定对象发行 1,170,000,000.00 元的可转换公司债券，期限 6 年， 每张面值人民币 100 元，发行数量 11,700,000 张（1,170,000 手）。本次发行的 募集资金总额为人民币 1,170,000,000.00 元，扣除发行费用（不含增值税）人民 币 11,078,396.22 ...

江苏微导纳米科技股份有限公司 外汇套期保值业务管理制度 二〇二五年八月 第二章 规范运作 第五条 公司进行外汇套期保值业务遵循合法、审慎、安全、有效的原则， 公司不进行单纯以盈利为目的的外汇套期保值交易，所有外汇套期保值交易行为 均以正常生产经营为基础，以具体经营业务为依托，以规避和防范风险为目的， 不得进行以投机为目的的衍生品交易。 第六条 公司开展外汇套期保值业务只允许与经有关政府部门批准、具有相 关业务经营资质的银行等金融机构进行交易，不得与前述金融机构之外的其他组 织或个人进行交易。 第七条 公司进行外汇套期保值交易必须基于公司外币款项的审慎预测，外 汇套期保值合约的外币金额不得超过外币款项的实际需求总额。外汇套期保值业 务的交割期间需与公司预测的外币款项事宜相匹配。 第一章 总则 第一条 为规范江苏微导纳米科技股份有限公司（以下简称"公司"）及下 属子公司外汇套期保值业务，有效防范和控制风险，加强对外汇套期保值业务的 管理，根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易 所上市公司自律监管指引第 5 号——交易与关联交易》等有关法律、行政法规、 部门规章及其他有关规定以及《公司章 ...