持股 5%以上股东减持股份计划公告 证券代码：688233 证券简称：神工股份 公告编号：2025-038 锦州神工半导体股份有限公司 若减持计划实施期间公司有派息、送股、资本公积金转增股本、配股等除权 除息事项，减持股份数将进行相应调整。 公司于近日收到更多亮照明出具的《股份减持计划告知函》，现将具体情况 公告如下： 一、减持主体的基本情况 | | | 本公司董事会、全体董事及相关股东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。 重要内容提示： 持股 5%以上股东的基本情况 截至本公告披露日，锦州神工半导体股份有限公司（以下简称"公司"）持 股 5%以上股东更多亮照明有限公司(以下简称"更多亮照明")持有公司股份 37,003,560 股，占公司总股本比例为 21.73%。 上述股份均来源于公司首次公开发行前持有的股份，且已于 2023 年 2 月 21 日起解除限售并上市流通。 减持计划的主要内容 公司股东更多亮照明因经营发展需要，拟通过上海证券交易所交易系统以集 中竞价、大宗交易方式减持公司股份合计不超过 3,406,114 股（即不 ...

Core Viewpoint - More Light Lighting Co., Ltd., a shareholder holding 21.73% of Shen Gong Co., Ltd. (688233), plans to reduce its stake by up to 3.4061 million shares, representing 2% of the company's total share capital due to operational development needs [1] Group 1 - The shareholder's current ownership is 21.73% [1] - The planned reduction in shares is up to 3.4061 million [1] - The reduction represents 2% of the total share capital of Shen Gong Co., Ltd. [1]

格隆汇11月4日丨神工股份(688233.SH)公布，公司股东更多亮照明因经营发展需要，拟通过上海证券交 易所交易系统以集中竞价、大宗交易方式减持公司股份合计不超过340.61万股（即不超过公司总股本的 2%），其中拟通过集中竞价交易方式进行减持的，将于减持计划公告披露之日起15个交易日之后的90 日内减持公司股份不超过1%；拟通过大宗交易方式减持的，将于减持计划公告披露之日起15个交易日 之后的90日内减持公司股份不超过2%。 ...

神工股份(688233.SH)发布公告，公司股东更多亮照明因经营发展需要，拟通过上海证券交易所交易系 统以集中竞价、大宗交易方式减持公司股份合计不超过340.61万股(即不超过公司总股本的2%)。 ...

智通财经APP讯，神工股份(688233.SH)发布公告，公司股东更多亮照明因经营发展需要，拟通过上海 证券交易所交易系统以集中竞价、大宗交易方式减持公司股份合计不超过340.61万股(即不超过公司总 股本的2%)。 ...

神工股份晚间公告，持股5%以上股东更多亮照明因经营发展需要，拟自2025年11月26日至2026年2月25 日，通过集中竞价减持不超170.31万股、大宗交易减持不超340.61万股，合计不超340.61万股，占公司 总股本2%；截至公告披露日，该股东持有3700.36万股，占21.73%。 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Shen Gong Co., Ltd., including stock price movements and trading volumes [1][2] - As of November 4, Shen Gong's stock price increased by 2.05% to 52.29 CNY per share, with a total market capitalization of 8.905 billion CNY [1] - Year-to-date, Shen Gong's stock has risen by 123.70%, with a 15.69% increase over the past 20 days and a 62.64% increase over the past 60 days [1] Group 2 - Shen Gong Co., Ltd. specializes in the research, production, and sales of semiconductor-grade monocrystalline silicon materials, with main business revenue sources being silicon components (53.86%) and large-diameter silicon materials (44.37%) [2] - The company reported a revenue of 316 million CNY for the first nine months of 2025, representing a year-on-year growth of 47.59%, and a net profit of approximately 71.17 million CNY, reflecting a 158.93% increase [2] - As of September 30, 2025, the number of shareholders increased by 42.44% to 19,400, while the average circulating shares per person decreased by 29.79% to 8,785 shares [2] Group 3 - Shen Gong has distributed a total of 134 million CNY in dividends since its A-share listing, with 28.70 million CNY distributed over the past three years [3] - Among the top ten circulating shareholders, new institutional investors include Guotai Zhenzheng Semiconductor Materials Equipment Theme ETF and Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials Equipment Theme ETF [3]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Views - The company is experiencing steady performance with positive developments across various business segments. The storage chip market prices are on the rise, enhancing industry recovery expectations. The company's silicon component products are focused on the domestic market, showing steady sales growth and playing a unique role in the construction of China's semiconductor supply chain security [3][4] - The company has transitioned from a raw material supplier to a "materials + components" company rooted in the domestic market, with its silicon components now contributing significantly to total revenue [4][11] - The company is expected to achieve revenues of 4.5 billion, 7.5 billion, and 12 billion yuan in 2025, 2026, and 2027 respectively, with net profits of 1 billion, 2.2 billion, and 3.7 billion yuan [5][10] Company Overview - The latest closing price of the company's stock is 52.78 yuan, with a total market capitalization of 9 billion yuan. The company has a total share capital of 170 million shares, all of which are circulating [2] - The company's largest shareholder is More Bright Lighting Co., Ltd. [2] Financial Performance and Forecast - For the fiscal year 2024, the company is projected to generate revenue of 303 million yuan, with a growth rate of 124.19%. By 2027, revenue is expected to reach 1.198 billion yuan, with a growth rate of 60.11% [10][13] - The company's net profit is forecasted to grow from 41.15 million yuan in 2024 to 373.74 million yuan in 2027, reflecting a significant increase in profitability [10][13] - The company's earnings per share (EPS) is expected to rise from 0.24 yuan in 2024 to 2.19 yuan in 2027 [10][13] Market Dynamics - The domestic storage chip manufacturers in China are rapidly developing, surpassing overseas competitors in both cutting-edge technology and market share, thus altering the global industry landscape. The demand for supply chain security is urgent, and domestic equipment manufacturers are continuously improving their technology [4][11] - The semiconductor industry is undergoing a structural change, with a significant increase in capital expenditure from global tech giants, which is expected to drive demand for storage chips and related components [11]

Core Viewpoint - The semiconductor sector, particularly the related ETFs, is experiencing significant fluctuations, with a notable decline in the semiconductor materials and equipment index, while also witnessing growth in ETF scale due to increased demand for AI-related chips [1][2]. Group 1: Market Performance - The Shanghai Stock Exchange's semiconductor materials and equipment index fell by 4.14% as of November 3, 2025, with leading stocks like Huafeng Measurement Control down by 9.15% [1]. - The Kexin Semiconductor ETF (588170) decreased by 4.32%, with the latest price at 1.35 yuan [1]. - The ETF recorded a turnover rate of 7.74% during the trading session, with a transaction volume of 295 million yuan [1]. Group 2: Recent Developments - The Kexin Semiconductor ETF (588170) saw a scale increase of 370 million yuan over the past two weeks, indicating significant growth [2]. - Nvidia announced plans to supply over 260,000 advanced AI chips to the South Korean government and major corporations during the APEC meeting, with significant investments in AI infrastructure [2]. - Samsung and SK Hynix raised DRAM and NAND flash memory prices by up to 30%, driven by concerns over DRAM shortages and the ongoing AI semiconductor supercycle [2]. Group 3: Industry Insights - The Kexin Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (61%) and materials (23%), highlighting the importance of domestic substitution in the semiconductor sector [3]. - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor industry, which is expected to benefit from the AI revolution and ongoing technological advancements [3].

Group 1 - The storage chip sector experienced a decline at the beginning of trading on November 3, with significant drops in stock prices [1] - Time Space Technology hit the daily limit down, while Dawi Co. fell over 6% [1] - Other companies in the sector, including Super Eagle Electronics, Ruineng Technology, Juchen Co., Baiwei Storage, and Shenkong Co., also saw declines [1]