Group 1 - The core point of the news is that ShenGong Co., Ltd. executed a block trade of 500,000 shares on November 27, with a transaction value of 32.69 million yuan, accounting for 4.42% of the total trading volume for that day [1][2] - The transaction price was 65.38 yuan per share, which represents a 1% discount compared to the market closing price of 66.04 yuan [1]

Group 1 - The core point of the announcement is that the shareholder, More Bright Lighting Co., Ltd., has reduced its stake in Jinzhou Shengo Semiconductor Co., Ltd. by 1% through a competitive trading method, bringing its total shareholding down from 37,003,560 shares (21.73%) to 35,303,481 shares (20.73%) [1][2] - The reduction in shareholding is part of a previously disclosed plan and does not trigger a mandatory tender offer, nor does it change the company's controlling shareholder or actual controller [2] - The company confirms that the reduction complies with relevant laws and regulations and does not violate any prior commitments made by the information disclosure obligor [2] Group 2 - The company will hold a Q3 2025 performance briefing on December 4, 2025, from 11:00 AM to 12:00 PM at the Shanghai Stock Exchange Roadshow Center [3][4] - The briefing will be conducted in an interactive online format, allowing investors to ask questions and receive answers regarding the company's Q3 performance and financial indicators [5][6] - Key personnel attending the meeting include the Chairman, General Manager, Secretary of the Board, and Independent Director, with potential adjustments based on special circumstances [6]

Core Viewpoint - The announcement from Shen Gong Co., Ltd. regarding the share reduction by its shareholder, More Bright Lighting Co., Ltd., indicates a significant change in ownership structure and may impact investor sentiment and stock performance [2] Summary by Category Shareholder Activity - More Bright Lighting Co., Ltd. reduced its stake in Shen Gong Co., Ltd. by selling 1,700,079 shares, which represents 1.00% of the total share capital [2] - Following this transaction, More Bright Lighting's shareholding decreased from 37,003,560 shares to 35,303,481 shares, lowering its ownership percentage from 21.73% to 20.73% [2]

证券代码：688233 证券简称：神工股份 公告编号：2025-041 信息披露义务人更多亮照明有限公司（以下简称"更多亮照明"）不存在一 致行动人。 锦州神工半导体股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 公司股东更多亮照明有限公司保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 5%以上大股东及其一致行动人 | | --- | --- | | | 其他 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 更多亮照明有限公司 | □ | | □ | | --- | --- | --- | --- | | | | 控股股东/实控人的一致行动人 |  不适用 | | 信息披露义务人名称 | □  | 投资者身份 控 ...

会议召开时间：2025 年 12 月 4 日(星期四) 上午 11:00-12:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 12 月 3 日 (星期三)16:00 前登录上证路演 中心网站首页点击"提问预征集"栏目或通过公司邮箱 info@thinkon-cn.com 进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 证券代码：688233 证券简称：神工股份 公告编号：2025-040 锦州神工半导体股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 锦州神工半导体股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日披露《2025 年第三季度报告》，为便于广大投资者更全面 深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 4 日 上午 11:00- ...

Group 1 - The core point of the news is that ShenGong Co., Ltd. experienced a decline of 5.02% in its stock price, reaching 67.86 yuan per share, with a trading volume of 468 million yuan and a turnover rate of 4.00%, resulting in a total market capitalization of 11.557 billion yuan [1] - ShenGong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013, with its listing date on February 21, 2020. The company specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] - The main business revenue composition of ShenGong Co., Ltd. includes silicon components at 53.86%, large diameter silicon materials at 44.37%, with over 16 inches accounting for 24.07% and under 16 inches for 20.30%, and semiconductor large-size silicon wafers at 1.44%, with other contributions at 0.33% [1] Group 2 - From the perspective of the top ten circulating shareholders of ShenGong Co., Ltd., a fund under Huaxia Fund ranks among the top shareholders. The Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170) entered the top ten circulating shareholders in the third quarter, holding 771,000 shares, which accounts for 0.45% of the circulating shares [2] - The Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170) was established on March 24, 2025, with a latest scale of 2.79 billion yuan and has achieved a return of 33.86% since its inception [2] - The fund manager of the Huaxia ETF is Yang Siqi, who has been in the position for 1 year and 169 days, with the total asset scale of the fund currently at 11.54 billion yuan. The best fund return during Yang's tenure is 51.66%, while the worst return is -5.74% [2]

Core Viewpoint - The semiconductor industry is experiencing a resurgence driven by both short-term catalysts and long-term fundamental recovery, with significant interest in domestic alternatives and technology advancements. Group 1: Market Performance - On November 25, major indices opened higher, with technology sectors such as aerospace, computing power, and semiconductors showing strength. The semiconductor equipment ETF (561980) rose over 1% during the day, with key stocks like ShenGong Co. increasing by 6.12% and others like ChangChuan Technology and JingYi Equipment rising over 3% [1]. Group 2: Short-term Drivers - The recent IPO of MoEr Thread, the first domestic GPU stock, has garnered significant attention, becoming one of the most expensive new stocks in A-shares this year, indicating high market interest in self-controlled sectors [3]. - ChangXin Storage showcased its latest DDR5 and LPDDR5X products at IC China 2025, achieving top-tier performance in speed and capacity, which boosts market confidence in domestic storage chips [4]. Group 3: Long-term Fundamentals - Major wafer foundries, SMIC and HuaHong Semiconductor, reported high capacity utilization rates in Q3, reflecting strong industry demand. This indicates a recovery in domestic semiconductor demand rather than merely "export grabbing" or channel replenishment [4]. - According to Shihua Securities, the high utilization rates of these domestic foundries signal a gradual recovery in semiconductor demand, with expectations for a resurgence in power semiconductor demand in Q3 [4]. - The semiconductor equipment ETF (561980) tracks the semiconductor industry chain, with over 90% of its holdings in key areas such as semiconductor equipment, materials, and integrated circuit design. The ETF has attracted 334 million yuan in the last ten trading days and has seen its annual share volume double [4].

（文章来源：每日经济新闻） 每经AI快讯，11月25日，A股存储芯片板块高开，雷科防务2连板，香农芯创、神工股份、德明利高开 超5%，盈新发展、时空科技跟涨。 ...

近日，北京华卓精科科技股份有限公司（简称"华卓精科"）第100台激光退火装备完成检 测、包装，正式发往客户现场。这标志着公司激光退火装备研发、制造、销售、交付和服务 全链条能力均已获得市场高度认可，成功迈入新的规模化应用阶段。 从零到百的跨越，感谢客户朋友的信任与支持。专业的沟通、精准的需求反馈、严苛的标准让每一 台装备在实战中淬炼出硬实力。感恩供应商伙伴的同心同行，上下游共同坚守"追求卓越"初心，用 稳定可靠的供应链，支撑装备的生产与应用。 华卓精科激光退火装备始终聚焦集成电路高端装备制造领域先进工艺需求，依托深厚的技术积淀自 主研发高精密激光光学系统与超高精度运动平台；凭借丰富的先进制程工艺经验，为客户生产线连 续、稳定运行提供了坚实保障；目前，该系列装备已在多家客户端顺利通过验证，凭借出色的综合 性能赢得客户高度肯定，百台订单的获取正是产品实力与市场信心的有力证明。 "百台"是新的高度，更是新的起点。华卓精科将持续深耕技术研发、加速产品迭代，凭借强大的研 发实力与前瞻的市场布局，以更卓越的稳定性、更先进的技术性能和更可靠的售后服务，为集成电 路装备制造业提供更先进的定制化解决方案，为打造自主可控的产业链 ...

Group 1 - The semiconductor equipment sector is experiencing a high growth phase, driven by dual benefits from domestic policies and increasing demand for mid-to-high-end equipment from large wafer fabs [3] - The semiconductor equipment ETF (561980) has seen significant inflows, with a net inflow of nearly 75 million yuan in a single day and a total of 3.77 billion yuan year-to-date, indicating strong investor interest [1] - The semiconductor equipment ETF has increased by 43.72% year-to-date, ranking third among 31 primary industries, only behind non-ferrous metals and communications [1] Group 2 - Capital expenditures for leading internet companies in China and the U.S. are expected to grow rapidly, with projections of $430.6 billion (+65%) in 2025 and $602 billion (+40%) in 2026, supporting future demand for computing chips [2] - The domestic storage manufacturers are expected to contribute significantly to wafer fab capital expenditures next year, which will drive demand for semiconductor equipment and materials [2] Group 3 - The semiconductor equipment sector is expected to maintain high growth rates over the next three years, driven by increased domestic production and demand, with a focus on enhancing localization rates [3] - The top ten constituents of the semiconductor equipment ETF account for over 78% of the index, focusing on key players in the chip industry chain [4]