Core Viewpoint - The company, ShenGong Co., Ltd. (688233.SH), forecasts a net profit attributable to shareholders of 90 million to 110 million yuan for the year 2025, representing an increase of 48.8493 million to 68.8493 million yuan compared to the previous year, with a year-on-year growth of 118.71% to 167.31% [1] Group 1: Company Performance - The company expects a significant increase in net profit for 2025, driven by favorable market conditions [1] - The anticipated profit growth is attributed to the recovery of the global semiconductor market [1] - The demand for artificial intelligence is boosting the operational rates of high-end logic and memory chip manufacturers, leading to increased capital expenditures [1] Group 2: Market Dynamics - The overseas market is experiencing growth due to the demand for artificial intelligence, which is positively impacting the company's large-diameter silicon material business [1] - In the domestic market, the acceleration of domestic substitution is driving continuous growth in capital expenditures [1] - Memory chip manufacturers in China are advancing in both technology and capacity, increasing the demand for key consumables, which is benefiting the company's silicon component business [1]

Group 1 - New Strength Union (新强联) expects a net profit attributable to shareholders of 780 million to 920 million yuan for 2025, representing a year-on-year growth of 1093.07% to 1307.21, driven by the recovery in wind power demand and increased market share due to technological advantages [1] - Yongchuang Intelligent (永创智能) forecasts a net profit of 128 million to 155 million yuan for 2025, an increase of 721.57% to 894.86%, attributed to improved production and delivery management, along with a favorable product mix that enhanced gross margins [3] - Lianhua Technology (联化科技) anticipates a net profit of 350 million to 420 million yuan for 2025, reflecting a growth of 239.35% to 307.22%, supported by higher capacity utilization and foreign exchange gains from overseas subsidiaries [7] - Jinkai Biotechnology (金凯生科) projects a net profit of 92 million to 116 million yuan for 2025, indicating a year-on-year increase of 138.28% to 200.45%, driven by increased order deliveries and improved product mix affecting overall gross margins [8] - Shengen Technology (神工股份) expects a net profit of 90 million to 110 million yuan for 2025, a growth of 118.71% to 167.31%, due to the recovery in the global semiconductor market and increased demand for key materials in domestic markets [9]

Core Viewpoint - The company, ShenGong Co., Ltd. (688233), anticipates a significant increase in its 2025 annual net profit, projecting between 90 million to 110 million yuan, representing a year-on-year growth of 118.71% to 167.31% [2] Group 1: Financial Performance - The company expects its 2025 annual revenue to be between 430 million to 450 million yuan, reflecting a growth of 42.04% to 48.65% compared to the previous year [2] - For the first three quarters of 2025, the company reported a net profit of approximately 71.17 million yuan, suggesting a fourth-quarter net profit estimate between 18.83 million to 38.83 million yuan [2] Group 2: Market Dynamics - The global semiconductor market is experiencing a recovery, driven by increased demand for artificial intelligence, leading to higher operating rates and capital expenditures in high-end logic and memory chip manufacturing [2] - In the domestic market, the acceleration of local substitution and continuous capital investment is driving rapid growth in the company's silicon component business [2][3] Group 3: Product and Technology Insights - The company specializes in semiconductor-grade single crystal silicon materials, with three main product categories: large-diameter silicon materials, silicon components, and semiconductor large-size silicon wafers [3] - The demand for silicon components is closely linked to the operating rates of storage chip manufacturing lines, with higher utilization leading to increased consumption of these core materials [3] Group 4: Future Outlook - The company anticipates a "gear shift" in the semiconductor industry, with significant increases in capital expenditures from global tech giants, which have risen to historical highs of 80 billion to 100 billion USD [4] - The rapid development of domestic storage chip manufacturers is reshaping the global industry landscape, with innovations in consumer applications expected to drive a sustained upward cycle in the semiconductor market [4] Group 5: Strategic Plans - The company plans to steadily expand production and increase revenue from silicon components, while also addressing local market demands for silicon wafers [5] - With a leading position in large-diameter silicon material production, the company is well-prepared to meet new external demands and support the long-term development of its silicon component business [5]

（记者 王晓波） 每经AI快讯，神工股份1月23日晚间发布业绩预告，公司预计2025年年度实现净利润为1.1亿元到1.3亿 元，与上年同期相比，将增加6325.17万元到8325.17万元，同比增长135.3%~178.09%。公司预计2025年 年度实现归属于母公司所有者的净利润为9000万元到1.1亿元，与上年同期相比，将增加4884.93万元到 6884.93万元，同比增长118.71%~167.31%。 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

神工股份公告称，预计2025年年度归属于母公司所有者的净利润实现9000万元到1.1亿元，同比增长 118.71%到167.31%。报告期内，全球半导体市场持续回暖。其中，海外市场受到人工智能需求拉动， 高端逻辑、存储芯片制造厂开工率持续提升，资本开支有所增加，带动公司大直径硅材料业务收入稳步 增长；中国本土市场国产替代加速，资本开支持续增长，特别是存储芯片制造厂在技术和产能两方面紧 跟全球先进水平，对关键耗材需求增加，带动公司硅零部件业务收入快速增长。随着下游需求回暖向 好，公司产能利用率提升，规模效应显现；叠加内部管理优化，毛利率与净利率同步提升，公司盈利能 力稳步上行。 (本文来自第一财经) ...

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

国泰海通证券股份有限公司 关于神工半导体股份有限公司终止部分募投项目 并将节余募集资金永久性补充流动资金 的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 锦州神工半导体股份有限公司（以下简称"神工股份"或"公司"）向特定对象 发行股票并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人 民共和国证券法》《证券发行上市保荐业务管理办法》《上市公司募集资金监管规 则》以及《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》 等相关法律、法规和规范性文件的规定和要求，对神工股份终止部分募投项目并 将节余募集资金永久性补充流动资金事项进行了审慎核查，核查情况及核查意见 如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意锦州神工半导体股份有限公司向特定 对象发行股票注册的批复》（证监许［2023］2051 号）核准，公司向特定对象发 行人民币普通股(A 股)股票 10,305,736 股，每股面值人民币 1.00 元，每股发行价 格为 29.11 元，募集资金总额为人民币 299,999,974.96 元，扣除不含税的发行费 用人民币 3,943,3 ...

证券代码：688233 证券简称：神工股份 公告编号：2026-006 锦州神工半导体股份有限公司 关于终止部分募投项目并将节余募集资金永久 补充流动资金的公告 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。 重要内容提示： 锦州神工半导体股份有限公司（以下简称"神工股份"或"公司"）拟终 止实施公司募投项目"集成电路刻蚀设备用硅材料扩产项目"，并将节余募集资 金 131,946,959.87 元（含利息收入和现金管理收益，实际转出金额以转出当日专 户余额为准）永久补充流动资金。 本事项已经公司第三届董事会审计委员会第十一次会议及第三届董事会 战略委员会第三次会议、第三届董事会第十一次会议审议通过。公司保荐机构国 泰海通证券股份有限公司（以下简称"国泰海通"） 对该事项出具了无异议的核 查意见。本事项尚需提交公司股东大会审议。 现将相关事项公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意锦州神工半导体股份有限公司向特定 对象发行股票注册的批复》（证监许［2023］2051 号）核准，公司向特定对象发 行 ...

证券代码：688233 证券简称：神工股份 公告编号：2026-007 锦州神工半导体股份有限公司 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 召开日期时间：2026 年 2 月 10 日 14 点 00 分 召开地点：公司会议室（辽宁省锦州市太和区中信路 46 号甲） 关于召开2026年第一次临时股东会的通知 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 2 月 10 日 至2026 年 2 月 10 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 股东会召开日期：2026年2月10日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方 ...

证券代码：688233 证券简称：神工股份 公告编号：2026-004 锦州神工半导体股份有限公司 2025 年年度业绩预告 本公司董事会、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。 重要内容提示： 经财务部门初步测算，锦州神工半导体股份有限公司（以下简称"公 司"）预计 2025 年年度实现营业收入为 43,000.00 万元到 45,000.00 万元，与 上年同期相比增加 12,727.05 万元到 14,727.05 万元，同比增长 42.04%到 48.65%。 预计 2025 年年度净利润实现 11,000.00 万元到 13,000.00 万元，与上年 同期相比增加 6,325.17 万元到 8,325.17 万元，同比增长 135.30%到 178.09%。 预计 2025 年年度归属于母公司所有者的净利润实现 9,000.00 万元到 11,000.00 万元，与上年同期相比增加 4,884.93 万元到 6,884.93 万元，同比增 长 118.71%到 167.31%。 预计归属于母公司所有者的扣除非经常性损 ...