证券代码：688200 证券简称：华峰测控 公告编号：2025-061 北京华峰测控技术股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况 的专项报告 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。 根据《上海证券交易所科创板上市公司自律监管规则适用指引第 1 号——规 范运作》及相关格式指引的要求，编制了截至 2025 年 6 月 30 日的《北京华峰测 控技术股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告》。 一、募集资金基本情况 （一）扣除发行费用后的实际募集资金金额、资金到账时间 - 3 - 16,355,220.68元外,募集资金账户支出共计1,175,934,402.95元(含账户管理手 续费33,382.57元)，以前年度收到的理财收益及银行利息收入为65,014,107.67元 (不含2023年"集成电路先进测试设备产业化基地建设项目"节余募集资金永久补 充流动资金中，理财收益及银行利息收入28,343,179.59元)。 2025半年度募集资金账户支出合计109,553 ...

北京华峰测控技术股份有限公司 前次募集资金使用情况 审核报告 大信专审字[2025]第 3-00257 号 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mc.fgov.cn）" 进行变 。 前次募集资金使用情况审核报告 大信专审字[2025]第 3-00257 号 WUYIGE Certified Public Accountants L 路 1 号 Room 2206 22/F. Xuevuan International Tower 晨 2206 No.1 Zhichun Road, Haidian Dist. Beijing, China, 100083 大信会计师事务所（特殊普通合伙） WUYIGE CERTIFIED PUBLIC ACCOUNTANTS LLP. 我们的责任是在实施审核工作的基础上对贵公司编制的前次募集资金使用情况专项报告 发表审核意见。我们按照《中国注册会计师其他鉴证业务准则第3101号—历史财务信息审计 或审阅以外的鉴证业务》的规定执行了审核业务。该准则要求我们计划和实施审核工作,以 对贵公司编制的前次募集资金使用情况专项报告是否不存在重大错报 ...

北京华峰测控技术股份有限公司 2025 年度"提质增效重回报"行动方案的半年度评估报告 为践行"以投资者为本"的上市公司发展理念，维护北京华峰测控技术股份 有限公司（以下简称"公司"）全体股东利益，基于对公司价值的认可，对公司 发展前景的信心，为切实履行社会责任，北京华峰测控技术股份有限公司（以下 简称"公司"）于 2025 年 3 月 14 日披露了《北京华峰测控技术股份有限公司 2025 年"提质增效重回报"专项行动方案》（以下简称"行动方案"）。2025 年上半年， 公司根据行动方案内容，积极开展和落实各项工作，现将《行动方案》主要举措 的实施情况和效果报告如下： 一、聚焦经营主业，持续提升经营效率 （一）积极拓展行业市场，加速全球营销网络建设 报告期内，公司在深化与欧洲、日本、韩国和东南亚等传统海外市场客户合 作的基础上，积极开拓越南、印度等新兴市场并取得初步成效，业务版图持续扩 张。通过加大海外市场资源投入、完善本地化服务体系，公司产品与服务的国际 竞争力显著提升。得益于此，即使在严峻的外部环境下，公司海外业务依然展现 出强大的增长韧性，2025 年上半年实现海外收入 5,797.49 万元，同比增 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 129.75 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 5.165 billion yuan [1] - A total of 220 stocks on the Sci-Tech Innovation Board saw net inflows, while 366 stocks experienced net outflows [1] Stock Performance - On the Sci-Tech Innovation Board, 123 stocks rose, with three stocks hitting the daily limit up, including Kaipu Cloud and Jingjin Electric [1] - Conversely, 462 stocks declined in value [1] Fund Flow Analysis - Among the stocks with net inflows, Aojie Technology led with a net inflow of 265 million yuan, followed by Xinyuan Technology and Zhongxin International with net inflows of 249 million yuan and 228 million yuan, respectively [1] - The stock with the highest net outflow was Haiguang Information, which saw a net outflow of 647 million yuan and a decline of 2.68% [1] Continuous Fund Flow - A total of 52 stocks have seen continuous net inflows for more than three trading days, with Bochu Electronics leading at nine consecutive days of inflow [1] - Conversely, 164 stocks have experienced continuous net outflows, with Dongxin Co., Ltd. and ST Nuotai both seeing 12 consecutive days of outflow [1] Top Stocks by Net Inflow - The top stocks by net inflow include: - Aojie Technology: 264.55 million yuan, 8.30% inflow rate, 8.66% increase [1] - Xinyuan Technology: 248.54 million yuan, 4.83% inflow rate, -0.11% change [1] - Zhongxin International: 228.08 million yuan, 1.54% inflow rate, 0.57% change [1] Stocks with Significant Outflows - The stocks with the most significant outflows include: - Haiguang Information: 647 million yuan outflow, -2.68% change [1] - Dongxin Co., Ltd.: 327 million yuan outflow [1] - Yuntian Lifefly: 255 million yuan outflow [1]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Index has risen by 3.02% as of August 27, with notable increases in constituent stocks such as Huafeng Measurement Control (up 6.56%), Zhongke Feimiao (up 5.84%), and SMIC (up 5.07%) [1] - The Sci-Tech Semiconductor ETF (588170) has increased by 3.28%, with a latest price of 1.26 yuan, and has accumulated a 10.42% increase over the past week as of August 26, 2025 [1] - Advanced packaging technology is becoming a key path to support the demand for AI and high-performance computing, as traditional processes struggle to support performance evolution due to the "power wall, memory wall, and cost wall" [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, which includes hard tech companies in semiconductor equipment (60%) and semiconductor materials (24%) [2] - The semiconductor equipment and materials industry is a significant area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]

半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （59%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 （文章来源：每日经济新闻） 浙商证券认为，半导体设备是半导体产业链的基石，在AI浪潮引领下，芯片库存周期、国内晶圆厂扩 产周期、海外管制趋严背景下的设备国产化诉求有望实现三重共振，推动半导体设备板块业绩超预期。 半导体设备行业马太效应极强，建议一方面把握住龙头企业的成长确定性，一方面可以关注国产化率较 低，成长空间较大的细分领域龙头企业。核心受益环节包括半导体前后道设备、设备零部件企业。 相关ETF：公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟 踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（59%）和半导体材料（25%）细分 领域的硬科技公司。半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花 板较高属性，受益于人工智能革命下的半导体需求扩张、科技重组并购浪潮、光刻机技术进展。 截至2025年8月26日 14点32，上证科创板半导体材料设备主题指数强 ...

责任编辑：小浪快报 第1笔成交价格为174.39元，成交10.48万股，成交金额1,827.61万元，溢价率为7.73%，买方营业部为中 信证券股份有限公司北京安外大街证券营业部，卖方营业部为第一创业证券股份有限公司北京和平里证 券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为1827.61万元。该股近5个交易日累 计上涨11.20%，主力资金合计净流入9456.48万元。 8月25日，华峰测控收涨1.19%，收盘价为161.88元，发生1笔大宗交易，合计成交量10.48万股，成交金 额1827.61万元。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-25 | 华峰测控 | 688200 | 174.39 1827.61 | 10.48 | 中信证券股份有限 | 第一创业证券股份 | | | | | | | 公司北京安外大街 | 有限公司北京和平 | | | | | | | 『十二世出』『 | RIT **** Ltd | 8月25日，华峰测控大宗交易成交10.48万股，成交额1827.61万元，占当日总成交额的2.53%，成交价174.39元，较市场收盘价161.88元溢价7.73%。 ...

Group 1 - The core viewpoint is that the domestic AI industry is transitioning towards a stage of hardware-software synergy, which presents investment opportunities in the domestic computing power industry chain [2] - The semiconductor materials and equipment theme index on the STAR Market has shown positive performance, with significant increases in constituent stocks such as Shengmei Shanghai and China Shipbuilding Special Gas [1] - The STAR Market semiconductor ETF (588170) has seen a notable increase of 11.21% over the past week, indicating strong market activity and liquidity [1] Group 2 - The semiconductor equipment and materials sectors are crucial areas for domestic substitution, characterized by low domestic replacement rates and high potential for growth [2] - The ETF tracking the semiconductor materials and equipment index focuses on upstream semiconductor companies, with a significant portion allocated to semiconductor equipment and materials [3]

Core Viewpoint - The solid-state relay (SSR) industry is experiencing steady growth in China, driven by advancements in electronic technology and increasing demand from renewable energy sectors and electric vehicles. The market size is projected to reach 11.249 billion yuan in 2024, reflecting a year-on-year increase of 6.6% [1][11]. Industry Overview - Solid-state relays are new types of contactless switching devices composed entirely of solid-state electronic components, offering higher reliability, longer lifespan, and faster switching speeds compared to traditional electromechanical relays [3][11]. - The solid-state relay operates without physical contacts, reducing mechanical wear and electromagnetic interference, making it suitable for applications requiring frequent switching and high reliability [1][11]. Market Size and Growth - The market size of China's solid-state relay industry is expected to grow steadily from 2015 to 2024, reaching 11.249 billion yuan in 2024, with a year-on-year growth rate of 6.6% [1][11]. - The production volume of solid-state relays in China is projected to reach 738 million units in 2024, reflecting a year-on-year increase of 3.9% [15]. Product Demand and Trends - Demand for mid-to-high-end solid-state relays is increasing, with their market share expected to reach 40.10% by 2024, while low-end products will still dominate at 59.90% [13]. - The industry is witnessing a trend towards miniaturization and integration of solid-state relays, driven by the need for compact electronic components in modern devices [23]. Technological Advancements - Continuous advancements in semiconductor technology, materials science, and manufacturing processes are enhancing the performance of solid-state relays, enabling them to meet more complex and high-end application requirements [24]. - New semiconductor materials are allowing solid-state relays to operate stably in harsh environments, supporting the growth of industrial automation and renewable energy sectors [24]. Competitive Landscape - The solid-state relay market in China includes numerous participants, with domestic companies primarily focusing on mid-to-low-end products, while foreign companies dominate the high-end market [17]. - Key players in the industry include Hongfa Technology Co., Ltd., Guizhou Aerospace Electric Co., Ltd., and Zhejiang Chint Electric Co., Ltd., among others [18][19][21].