证券代码：688352 证券简称：颀中科技 公告编号：2026-013 转债代码：118059 转债简称：颀中转债 （二）可转债上市情况 合肥颀中科技股份有限公司 关于可转债投资者适当性要求的风险提示性公告 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： ● 根据相关法律法规规定及《合肥颀中科技股份有限公司向不特定对象发行可转换公司债券募集说明 书》（以下简称"《募集说明书》"）的约定，合肥颀中科技股份有限公司（以下简称"公司"）本次发行 的"颀中转债"自2026年5月7日起可转换为公司股份。 ● 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交易所科创板股票投资者适当性 要求的投资者所持"颀中转债"不能转股的风险，提示如下： 一、可转换公司债券发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意合肥颀中科技股份有限公司向不特定对象发行可转换公司债券注 册的批复》（证监许可〔2025〕2298号）同意，公司向不特定对象发行85,000.00万元可转换公司债券， 期限6年，每张 ...

| 证券代码：688352 | 证券简称：颀中科技 | 公告编号：2026-013 | | --- | --- | --- | | 转债代码：118059 | 转债简称：颀中转债 | | 合肥颀中科技股份有限公司 关于可转债投资者适当性要求的风险提示性公告 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： 根据相关法律法规规定及《合肥颀中科技股份有限公司向不特定对象发行 可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约定，合肥颀 中科技股份有限公司（以下简称"公司"）本次发行的"颀中转债"自2026年5月 7日起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交易 所科创板股票投资者适当性要求的投资者所持"颀中转债"不能转股的风险，提 示如下： 一、可转换公司债券发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意合肥颀中科技股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2025〕2298 号）同意，公司 向不特定对象发行 8 ...

内容概要：集成电路封测是半导体产业链后道核心工序，涵盖封装与测试两大环节，核心价值是实现芯 片的"可使用性"与"品质确定性"，广泛支撑各类电子设备领域。作为我国战略性、基础性产业，该行业 持续获得国家多项政策支持，为技术突破与市场拓展提供保障。全球范围内，封测行业市场规模呈波动 扩张态势，产能已向亚洲新兴市场转移，形成中国台湾、中国大陆、美国三足鼎立格局，头部企业集聚 效应显著，先进封装成为后摩尔时代核心增长驱动力，细分领域中倒装芯片规模最大，芯粒多芯片集成 封装增长最快。中国大陆封测市场稳步发展，虽仍以传统封装为主，但先进封装领域追赶势头强劲，凭 借庞大消费市场与国产替代需求，增长潜力突出，且在全球前十大封测企业中占据重要地位。未来，中 国封测行业将朝着高端化、协同化、差异化方向发展，聚焦先进封装技术攻关，深化产业链协同，完善 国产化生态，实现高质量发展。 上市企业：长电科技（600584.SH）、通富微电（002156.SZ）、华天科技（002185.SZ）、甬矽电子 （688362.SH）、颀中科技（688352.SH）、伟测科技（688372.SH）、晶方科技（603005.SH） 相关企业：盛合晶微 ...

东方金诚公告【2026】0057 号 东方金诚国际信用评估有限公司关于合肥颀中科技股份有限公司 全资子公司发生火灾事故的关注公告 1 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对合肥颀中科技股份有限公司（以 下简称"颀中科技"或"公司"）及其发行的"合肥颀中科技股份有限公司向不特定对象发行可转换 公司债券"（以下简称"颀中转债"）进行了信用评级。2025 年 4 月 28 日，东方金诚对颀中科技主 体及"颀中转债"进行了初始评级，评定颀中科技主体信用等级为 AA+，评级展望稳定，评定"颀 中转债"信用等级为 AA+，评级结果在受评债项的存续期内有效。 东方金诚关注到，2026 年 1 月 26 日，公司发布《合肥颀中科技股份有限公司关于全资子公司 发生火灾事故的公告》披露，2026 年 1 月 24 日清晨，公司全资子公司颀中科技（苏州）有限公司 （以下简称"苏州颀中"）厂区凸块制程段发生火灾事故。事故发生后，公司立即启动应急预案，成 立现场应急小组，全力配合当地消防部门开展现场灭火救援，火情已经扑灭。目前，火灾事故的具 体原因正在调查、核实中。该事故未造成人员伤亡，事故导致凸块制程段部分无尘室 ...

颀中科技公告，2026年1月24日，其全资子公司苏州颀中厂区凸块制程段发生火灾，未造成人员伤亡， 具体原因正在调查。事故导致部分无尘室环境及生产设备受影响，损失待核实，预计对2026年业绩有一 定影响。受损资产已投保，损失及理赔金额未确定。苏州颀中凸块制造产线预计7月复产，预计2026年 度营收较年初预算增长幅度减少5-8个百分点。过渡期内部分生产设备将运至合肥，2月末大部分客户订 单可由合肥工厂承接。 ...

Group 1 - The core viewpoint of the article is that Qizhong Technology's main end customers include BOE Technology Group, Huaxing Optoelectronics, Tianma Microelectronics, and Visionox [2] Group 2 - Qizhong Technology is actively engaging with investors and responding to inquiries during research sessions [2]

Core Viewpoint - The company, Qizhong Technology, plans to invest 50 million RMB in HeXin Integrated to enhance its strategic layout and expand its business in the advanced packaging and testing field of integrated circuits [2] Group 1: Investment Details - The investment will increase HeXin Integrated's registered capital by 26 million RMB, resulting in Qizhong Technology holding a 2.27% stake in the company [2] - The investment is not merely a financial maneuver but is based on strategic considerations for industry chain collaboration [2] Group 2: Strategic Implications - The partnership with HeXin Integrated is expected to enhance customer resource expansion, complement technological capabilities, and improve the advanced packaging ecosystem [2] - This move aims to create a differentiated competitive advantage for Qizhong Technology and solidify its position in the advanced packaging and testing sector [2]

Core Viewpoint - The fire incident at Suzhou Qizhong's Fab2 has caused significant damage to facilities and equipment, leading to a temporary halt in production. The company has insurance coverage for the damages and is working on recovery plans to resume operations by July 2026 [2][4][11]. Insurance Coverage - The company has a property insurance policy with a coverage amount of RMB 2,916,494,109.07, which includes various categories such as buildings, machinery, and goods [2][10]. - The insurance covers damages caused by natural disasters and unforeseen accidents, including fire and explosions [2][9]. Impact on Production and Recovery Plans - The fire has resulted in damage to production equipment, cleanroom facilities, and energy supply pipelines, leading to a temporary shutdown of the manufacturing line [4][11]. - The company is coordinating with equipment suppliers for repairs and prioritizing the cleaning and restoration of cleanroom facilities, which is expected to take 2-3 months [4][11]. - After the cleanroom passes fire safety inspections, equipment installation and testing will take an additional 2 months, with production expected to resume in July [4][11]. Customer Communication and Order Management - The company has promptly informed major clients about the incident and the measures being taken to address it. Orders have been shifted to the Hefei factory to maintain delivery schedules [4][12]. - During the transition period, the company plans to relocate some production equipment to Hefei to enhance capacity, aiming to meet customer demand by February [12]. Financial Impact - The temporary halt in production is expected to reduce the projected revenue growth for 2026 by 5-8 percentage points compared to the initial financial budget [5][12].

Core Viewpoint - The article discusses the synergy between domestic chip companies and cloud service providers in Shanghai, emphasizing the need for collaboration to advance AI applications in various sectors such as autonomous driving and biomedicine [3][19]. Group 1: Shanghai's Chip Industry Development - Shanghai's domestic chip industry is more mature compared to other cities in China, with significant government support and a high concentration of AI companies [6]. - In 2025, Shanghai's integrated circuit industry revenue is expected to exceed 480 billion yuan, with 35 companies listed on the Sci-Tech Innovation Board, the highest in the country [9]. - Major local chip companies like Wallen, Muxi, and Tensu Zhixin have recently gone public, breaking down barriers between technology and capital markets [9][10]. Group 2: AI Chip Ecosystem and Challenges - Despite the growth of local AI chip companies, the industry faces challenges due to reliance on NVIDIA's ecosystem, which dominates AI software development [14][18]. - The lack of a unified development platform for heterogeneous computing limits the adoption of domestic chips, as developers are often tied to specific software architectures [15][17]. - There is a need for a standardized approach to enhance compatibility and efficiency across different chip platforms [16]. Group 3: Future Prospects and Strategies - The process of domestic computing power localization is expected to continue through 2026, with ongoing advancements in AI models and competitive pricing compared to U.S. counterparts [23][24]. - Domestic chip companies should focus on identifying more application scenarios to increase the usage of local chips, aiming for international markets as well [25]. - Collaboration with ASEAN and Central Asian countries is suggested to build an international supply chain for computing power, promoting domestic GPU solutions abroad [26].

Core Viewpoint - The fire incident at Hefei Qizhong Technology Co., Ltd.'s wholly-owned subsidiary, Suzhou Qizhong, has led to temporary production halts and potential impacts on revenue growth for the fiscal year 2026 [1][6]. Group 1: Incident Overview - A fire occurred on January 24, 2026, at the etching area of the Fab2 production line at Suzhou Qizhong, resulting in damage to nearby buildings and equipment [1]. - The affected assets are covered by property insurance, and the loss assessment is being conducted by an insurance appraisal company [2]. Group 2: Production Impact and Recovery Plan - The fire has caused a temporary shutdown of the production line, with a recovery plan in place that includes equipment repairs and facility cleaning, expected to take approximately 2-3 months [3]. - After the facility's fire safety inspection is completed, equipment installation and testing will take an additional 2 months, with production expected to resume by July [3][4]. - During the downtime, production equipment will be relocated to the Hefei facility to meet existing customer orders, with full capacity expected by February [4]. Group 3: Financial Impact - The incident is projected to reduce the revenue growth forecast for 2026 by 5-8 percentage points compared to the initial financial budget [6].