每经AI快讯，1月28日，先进封装指数涨逾2%。成分股中，气派科技涨停，富满微涨超13%，康强电子 涨超6%，金海通、华天科技等涨超4%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The storage chip sector is experiencing a strong rally driven by a super cycle, supported by surging AI demand and domestic substitution, leading to significant price increases and robust performance across the industry [2][3]. Market Performance - Notable stocks in the storage chip sector include: - Qipai Technology: +19.99% - Zhongwei Semiconductor: +12.36% - Yingxin Development: +10.06% - Puran Shares: +10.04% - Kangqiang Electronics: +10.02% [2]. Industry Dynamics - The storage chip market is expected to maintain a tight supply until at least 2027, with AI demand outpacing capacity expansion. Price increases are anticipated to continue, with significant hikes already observed in contracts with major companies like Samsung and SK Hynix [3][4]. - Domestic companies such as Zhongwei Semiconductor and Guokewai have announced price increases ranging from 15% to 100% for various products due to rising costs and supply constraints [3]. Future Projections - The global storage chip market value is projected to reach $842.7 billion by 2027, with semiconductor equipment sales expected to exceed $150 billion, positioning China as the largest market [4]. - The expansion plans of major players like Micron are likely to stimulate demand for upstream semiconductor equipment, benefiting domestic suppliers [4]. Sector Opportunities - Storage chip design firms are set to benefit from the price surge, with AI-driven demand for high-end storage driving revenue growth [5]. - The storage testing and packaging sector will see increased order volumes and pricing due to the expansion of domestic and international storage manufacturers [5]. - The demand for high-capacity storage modules is expected to rise significantly, providing opportunities for domestic manufacturers amid the trend of domestic substitution [5]. - The expansion in storage chip production will boost demand for upstream materials and equipment, offering growth prospects for domestic suppliers in these segments [5].

Core Viewpoint - The company, Qipai Technology, has received approval from the China Securities Regulatory Commission (CSRC) for a stock issuance to specific investors, which is expected to enhance its capital structure and support future growth initiatives [1][2]. Group 1: Stock Performance - As of January 19, 2026, Qipai Technology's stock closed at 26.91 yuan, marking a 4.34% increase from the previous trading day [1]. - The stock opened at 25.6 yuan, reached a high of 27.29 yuan, and a low of 25.58 yuan, with a trading volume of 1.46 billion yuan and a turnover rate of 5.19% [1]. Group 2: Regulatory Approval - The company has received the CSRC's approval for its application to issue stocks to specific investors, as per the official document numbered 79 in 2026 [1]. - The approval is valid for 12 months from the date of issuance, and the company must adhere to the submission documents and issuance plan filed with the Shanghai Stock Exchange [1]. - In case of any significant events during the approval period, the company is required to report to the Shanghai Stock Exchange and handle matters according to relevant regulations [1].

Core Viewpoint - The China Securities Regulatory Commission has approved the application for the issuance of shares by Qipai Technology Co., Ltd. to specific investors, allowing the company to proceed with its capital-raising efforts [1]. Group 1 - The company has received approval from the China Securities Regulatory Commission for its application to issue shares to specific investors [1]. - The issuance must strictly follow the application documents and issuance plan submitted to the Shanghai Stock Exchange [2]. - The approval is valid for 12 months from the date of consent, and the company must report any significant events to the Shanghai Stock Exchange before the issuance is completed [3].

证券代码：688216 证券简称：气派科技 公告编号：2026-002 气派科技股份有限公司 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案 实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告上海证券交易所并按有关规定处理。 公司将按照上述批复文件和相关法律法规的要求及公司股东会的授权，在规 定期限内办理本次向特定对象发行股票的相关事宜，并及时履行信息披露义务， 敬请投资者注意投资风险。 关于向特定对象发行股票申请获中国证券监督管理委员会 同意注册批复的公告 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。 气派科技股份有限公司（以下简称"公司"）近日收到中国证券监督管理委 员会出具的《关于同意气派科技股份有限公司向特定对象发行股票注册的批复》 （证监许可【2026】79 号），主要内容如下： 一、同意你公司向特定对象发行股票的注册申请。 1 特此公告。 气派科技股份有限公司董事会 2026 年 1 月 17 日 ...

Core Viewpoint - The company has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors, indicating a significant step in its capital-raising efforts [1] Group 1 - The approval allows the company to issue stocks to specific investors as per the submitted application [1] - The issuance must be conducted strictly according to the documents and plans submitted to the Shanghai Stock Exchange [1] - The approval is valid for 12 months from the date of registration consent [1] Group 2 - The company is required to report any major events to the Shanghai Stock Exchange from the date of registration consent until the completion of the stock issuance [1]

Group 1: Financial Performance Forecast - The company expects to achieve an operating revenue of approximately 760 million yuan in 2025, representing an increase of about 93.44 million yuan, or a growth of 14.02% year-on-year [1] - The projected net profit attributable to the parent company for 2025 is around -80 million yuan, indicating a reduction in losses by approximately 22.11 million yuan compared to the previous year [1] - The expected net profit attributable to the parent company after deducting non-recurring gains and losses is projected to be -95 million yuan, which reflects a reduction in losses by about 26.12 million yuan year-on-year [1] Group 2: Historical Financial Data - The company's operating revenues from 2021 to 2024 were 809 million yuan, 540 million yuan, 554 million yuan, and 667 million yuan respectively [1] - The net profits attributable to shareholders for the same period were 135 million yuan, -58.56 million yuan, -131 million yuan, and -102 million yuan respectively [1] - The net profits attributable to shareholders after deducting non-recurring gains and losses were 126 million yuan, -74.30 million yuan, -154 million yuan, and -121 million yuan respectively [1] - The net cash flow from operating activities for the years 2021 to 2024 was 221 million yuan, -74.03 million yuan, 37.19 million yuan, and -29.54 million yuan respectively [1] Group 3: Initial Public Offering and Fundraising - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 23, 2021, issuing 26.57 million new shares at a price of 14.82 yuan per share, raising a total of 394 million yuan [2] - The net amount raised was 338 million yuan, which was 148 million yuan less than originally planned [2] - The funds were intended for projects including advanced integrated circuit packaging and testing expansion, as well as the construction of a research and development center [2] Group 4: Upcoming Stock Issuance - The company plans to issue up to 15.9 million yuan in new shares, with net proceeds to be used entirely for replenishing working capital [3] - The number of shares to be issued will not exceed 7.9 million, representing no more than 30% of the total share capital prior to the issuance [3] - The issuance will be fully subscribed by the controlling shareholders and their associates, who will pay in cash [3]

Core Viewpoint - The company expects to achieve a revenue of approximately 760 million yuan in 2025, representing a year-on-year increase of about 14.02% compared to the previous year [2][4]. Group 1: Performance Forecast - The company anticipates a revenue of approximately 760 million yuan for the year 2025, an increase of about 93.44 million yuan from the previous year [2][4]. - The expected net profit attributable to the parent company for 2025 is approximately -80 million yuan, which indicates a reduction in losses by about 22.11 million yuan compared to the previous year [2][4]. - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is approximately -95 million yuan, reflecting a reduction in losses by about 26.12 million yuan compared to the previous year [2][4]. Group 2: Previous Year Performance - In 2024, the company achieved a revenue of 666.56 million yuan [5]. - The total profit for 2024 was -105.46 million yuan, with a net profit attributable to the parent company of -102.11 million yuan [5]. - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -121.12 million yuan [5]. Group 3: Reasons for Performance Changes - The overall demand in the global semiconductor industry has significantly increased due to the recovery in consumer electronics, expansion in the electric vehicle market, and the dual drivers of AI and storage, leading to a notable increase in order volume for the company's core products [7]. - The company has seen a rise in capacity utilization, effectively diluting fixed costs and improving the overall gross margin compared to the previous year [7]. - However, the company is still in a loss position due to market price impacts, which have affected sales prices [8].

Core Viewpoint - The company expects to achieve an annual operating revenue of approximately 760 million yuan in 2025, reflecting a year-on-year increase of about 14.02% [2] Group 1: Financial Performance - The projected operating revenue for 2025 is around 760 million yuan, which represents an increase of approximately 93.44 million yuan compared to the previous year [2] - The net profit attributable to the parent company is expected to be around -80 million yuan, indicating a reduction in losses by approximately 22.11 million yuan compared to the same period last year [2]

Core Viewpoint - The company expects a net loss of approximately 80 million yuan for the year 2025, which represents a reduction in loss of about 22.11 million yuan compared to the previous year [1] Industry Summary - The global semiconductor industry is experiencing a significant increase in demand driven by the recovery in consumer electronics, expansion in the electric vehicle market, and the dual drivers of AI and storage [1] - The company is capitalizing on industry opportunities, with a notable increase in order volume for core products such as power devices and advanced packaging, contributing to revenue growth [1] - The company's capacity utilization rate continues to rise, effectively diluting fixed costs, leading to an improvement in overall gross margin compared to the same period last year [1] Company Summary - Despite the growth in orders and revenue, the company remains in a loss position due to market price impacts, resulting in sales prices not meeting expectations [1]