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。 ...

证券日报网讯1月23日，微导纳米在互动平台回答投资者提问时表示，在半导体领域，公司作为国内领 先的ALD(原子层沉积)与高端CVD(化学气相沉积)设备供应商，设备已广泛应用于国产存储芯片产线， 半导体新增订单中超过80%来自于存储芯片NAND与DRAM头部客户。基于商业保密原则，具体客户信 息不便透露，敬请理解。在光伏领域，公司始终致力于前沿技术的研发与储备，推进以ALD为核心的 新一代高效光伏电池技术开发，以满足于客户各类新兴应用领域的需求。 ...

| 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2026-004 | | --- | --- | --- | | 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： 根据相关法律法规规定及《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募集说明书》的约定，江苏微导纳米科技股份有限公司（以 下简称"公司"）本次发行的"微导转债"自 2026 年 2 月 12 日（非交易日顺延） 起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券（以下简称"可转债"）， 对不符合上海证券交易所科创板股票投资者适当性要求的投资者所持"微导转债" 不能转股的风险，提示如下： 一、可转债发行上市概况 （一）可转债发行情况 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 ...

1月22日，微导纳米跌5.03%，截至发稿，报73.96元/股，成交4.24亿元，换手率1.21%，总市值341.07亿 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，华泰柏瑞基金旗下1只基金位居微导纳米十大流通股东。光伏ETF（515790）三季度减持 2.89万股，持有股数157.44万股，占流通股的比例为1.56%。根据测算，今日浮亏损失约617.16万元。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年81天，现任基金资产总规模414.59亿元，任职期间最佳基金回报 111.21%， 任职期间最差基金回报-18.35%。 李 ...

Investment Rating - The report rates the commercial aerospace and photovoltaic equipment industry as "Overweight" [4]. Core Insights - The commercial aerospace sector is entering a new phase characterized by large-scale deployment and capability upgrades, leading to increased demand for space photovoltaic systems. The application for over 200,000 satellites in China marks a transition from "thousands" to "tens of thousands" and even "millions" of satellites, indicating a super cycle in satellite manufacturing and launching over the next decade, which will drive long-term, large-scale demand for satellite energy systems, specifically space photovoltaics [4]. - The extreme conditions in space (high radiation, large temperature differences, vacuum) necessitate stringent requirements, leading to continuous iterations in space photovoltaic technology. The current mature solution is gallium arsenide (GaAs) multi-junction cells, which have high conversion efficiency (generally exceeding 30%) and good radiation resistance, but are extremely expensive and have limited production capacity. The short to medium-term scalable path is the HJT (Heterojunction) battery, which is more cost-effective for mass production despite lower absolute efficiency and radiation resistance compared to GaAs. Long-term potential directions include perovskite and tandem batteries, which have high theoretical efficiency limits and lightweight properties, but face challenges in long-term stability [4]. - Key equipment suppliers to focus on include Maiwei Co., Ltd. (HJT production line equipment), High Measurement Co., Ltd. (integrated slicing and processing services), Aotwei (module string welding equipment), and others. Battery module manufacturers include Yunda Co., Ltd. (collaborating on perovskite technology applications) and Trina Solar [4]. Summary by Sections Industry Overview - The commercial aerospace market in China is expected to expand significantly due to the submission of over 200,000 satellite constellation applications, which will stimulate demand across multiple segments including satellite manufacturing and rocket launching [2]. Technology Development - The report highlights the transition from traditional satellite power supply units to essential energy infrastructure for future space economies, driven by advancements in space computing and AI data centers powered by space photovoltaics [4]. Key Companies and Valuations - The report provides a valuation table for key companies in the industry, including Maiwei Co., Ltd. with a market cap of 66.5 billion and projected net profits for 2026 of 970 million, and others like Aotwei and High Measurement with varying financial forecasts [5].

一、可转债发行上市概况 | 证券代码：688147 | 证券简称：微导纳米 | 公告编号：2026-003 | | --- | --- | --- | | 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： 根据相关法律法规规定及《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募集说明书》的约定，江苏微导纳米科技股份有限公司（以 下简称"公司"）本次发行的"微导转债"自 2026 年 2 月 12 日（非交易日顺延） 起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券（以下简称"可转债"）， 对不符合上海证券交易所科创板股票投资者适当性要求的投资者所持"微导转债" 不能转股的风险，提示如下： 三、其他事项 投资者如需了解"微导转债"的详细情况，请查阅公司于 2025 年 8 月 4 日 在上海证券交易所网站（www.sse.com.cn）披露的《江苏微导纳米科 ...

Group 1 - The core viewpoint of the news is that MicroGuide Nano's stock has increased by 5.26%, reaching a price of 79.18 CNY per share, with a trading volume of 696 million CNY and a turnover rate of 1.96%, resulting in a total market capitalization of 36.514 billion CNY [1] - MicroGuide Nano, established on December 25, 2015, and listed on December 23, 2022, focuses on advanced micro and nano-scale film deposition technology and equipment, primarily serving the photovoltaic, integrated circuit, and flexible electronics sectors [1] - The company's revenue composition includes 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 MicroGuide Nano includes a fund from Penghua Fund, with the Science and Technology Innovation 100 ETF (588220) newly entering the top ten circulating shareholders, holding 836,800 shares, which is 0.83% of the circulating shares [2] - The Science and Technology Innovation 100 ETF (588220) was established on September 6, 2023, with a latest scale of 7.552 billion CNY, achieving a year-to-date return of 12.34% and a one-year return of 75.39% [2]

Group 1 - The photovoltaic equipment sector saw a slight increase of 0.03% on January 15, with Aotwei leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Notable gainers in the photovoltaic equipment sector included Aotwei, which rose by 8.15% to a closing price of 59.88, and Jinheng Materials, which increased by 7.54% to 79.46 [1] Group 2 - The photovoltaic equipment sector experienced a net outflow of 460 million yuan from institutional investors, while retail investors saw a net inflow of 506 million yuan [3][4] - Key stocks with significant net inflows from retail investors included Aerospace Electromechanical, which had a net inflow of 10.12 million yuan, and Saiwu Technology, with a net inflow of 1.16 million yuan [4] - Conversely, major stocks like Yijing Photovoltaic and Ban Sheng Technology faced declines of 9.88% and 4.74%, respectively [3]

Core Viewpoint - The domestic semiconductor equipment industry in China is experiencing rapid progress in localization, showcasing strong resilience and momentum, with companies like MicroNano leading the way in innovation and market penetration [1][2]. Group 1: Company Achievements - MicroNano has successfully developed and mass-produced atomic layer deposition (ALD) equipment for 28nm integrated circuit production, breaking the monopoly of international suppliers and filling a domestic gap [2][5]. - The company has also introduced hard mask chemical vapor deposition (CVD) equipment, which has become one of the first domestic devices used in high-end storage chip packaging lines, continuously receiving bulk orders [2][5]. - MicroNano's revenue has grown from 685 million yuan in 2022 to 2.7 billion yuan in 2024, marking a fourfold increase, with semiconductor business revenue increasing over sevenfold [5]. Group 2: Market Trends - The demand for domestic semiconductor equipment is surging, with a reported annual growth rate of 20% to 30% in localization over the past two years, indicating a robust market for domestic suppliers [5][6]. - The company has entered production lines of major domestic logic and storage chip manufacturers, benefiting from the ongoing expansion of domestic storage chip capacity and the acceleration of localization in logic chips and advanced packaging [5][6]. Group 3: Future Directions - MicroNano aims to maintain a higher order growth rate than the overall industry localization process, leveraging its innovative capabilities and deep collaboration with leading domestic chip manufacturers [5][7]. - The company is focusing on transitioning from being a "follower" in technology to a "definer," emphasizing original innovation and the development of new thin film materials and integrated processes for next-generation chip manufacturing [6][7]. - MicroNano is also exploring international markets, with existing equipment exports to Europe and potential for further breakthroughs in overseas business [6].

Group 1 - Institutional investors have shown interest in 41 stocks this week, with 6 stocks receiving target prices [1] - Kelu Electronics received an "Outperform" rating from Guosen Securities, with a target price of 9.70 to 10.10 CNY, while the latest closing price was 8.13 CNY [1] - Lepu Medical was rated "Overweight" by Guojin Securities, with a target price of 21.00 CNY, and the latest closing price was 19.45 CNY [1] Group 2 - Mcland received a "Buy" rating from Everbright Securities, with a target price of 56.65 CNY, and the latest closing price was 53.24 CNY [1] - Other stocks such as China Merchants Bank, Weidao Nano, and Zhongtong Bus also received initial attention from institutions this week [1]