| 证券代码：688352 | 证券简称：颀中科技 | 公告编号：2026-009 | | --- | --- | --- | | 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 关于全资子公司发生火灾事故的公告 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。 一、 全资子公司火灾事故说明 截至本公告日，公司生产经营情况正常。公司将全力配合相关部门对事故进 行调查，认真查明事故原因，敦促下属子公司加强自身的安全管理，防止类似事 故再次发生。 三、 风险提示 公司指定信息披露媒体为《上海证券报》《中国证券报》《证券时报》《证券日 报》《经济参考报》等及上海证券交易所网站（www.sse.com.cn），公司发布的信 1 息均以在上述指定媒体披露的信息为准。公司将密切关注本次事故的具体影响， 并及时按规定履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 合肥颀中科技股份有限公司董事会 2026 年 1 月 26 日 2 2026年1月24日清晨，合肥颀中科技股份有限公司（以下简称"公 ...

颀中科技公告称，2026年某日清晨，其全资子公司苏州颀中厂区凸块制程段发生火灾，火情已扑灭，事 故原因正在调查。本次事故未造成人员伤亡，但部分无尘室环境及生产设备受影响，具体损失待核实， 初步预计或影响2026年全年业绩。公司已投保，核损理赔工作推进中。公司将统筹合肥厂区产能，加速 凸块产能扩充，保障订单交付。目前公司生产经营正常。 ...

Core Viewpoint - Qizhong Technology (688352.SH) is increasing its investment in advanced packaging by acquiring a 2.27% stake in HeXin Integrated Circuit Co., Ltd. for 50 million yuan, aiming to enhance its position in the high-end computing chip packaging market and diversify its non-display chip business [1][2]. Group 1: Investment and Strategic Moves - The investment in HeXin Integrated is not merely a financial transaction but a strategic initiative aimed at achieving industrial chain synergy, targeting the high-end computing chip packaging market while addressing gaps in non-display chip business [2][3]. - HeXin Integrated, established in 2021, focuses on high-end packaging and testing for integrated circuits, with a registered capital exceeding 10.57 billion yuan, serving sectors like information communication, AI, big data centers, and automotive electronics [2][3]. Group 2: Technological and Ecological Synergy - The collaboration will enable deep synergy in customer bases, technology, and industrial ecosystems, with Qizhong leveraging its established customer relationships in display drivers and power management, while HeXin offers unique positioning in 5G/6G and AI [2][3]. - Qizhong's expertise in bump manufacturing and flip-chip packaging complements HeXin's strengths in 2.5D/3D integration, creating a comprehensive technology chain and enhancing core technological barriers through shared R&D resources [2][3]. Group 3: Business Performance and Future Outlook - Qizhong Technology, under the control of the Hefei State-owned Assets Supervision and Administration Commission, has solidified its leading position in the display driver chip packaging sector, with projected revenue of 1.758 billion yuan and sales of 18.45 billion units in 2024 [4]. - The company reported a revenue of 1.605 billion yuan for the first three quarters of 2025, marking an 11.8% year-on-year increase, although net profit decreased by 19.2% [4]. - Qizhong is accelerating its diversification strategy, with over half of the 839 million yuan raised from convertible bonds directed towards enhancing non-display chip packaging capacity, which is expected to generate an additional annual revenue of over 790 million yuan upon reaching full production [4][5].

颀中科技1月20日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 9152.18 | | 国泰海通证券股份有限公司总部 | 4165.99 | | 财通证券股份有限公司杭州丽水路证券营业部 | 3079.02 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2542.27 | | 中国国际金融股份有限公司北京建国门外大街证券营业部 | 2292.76 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 8388.10 | | 中信建投证券股份有限公司安徽分公司 | 4257.65 | | 国泰海通证券股份有限公司总部 | 2145.66 | | 中信证券股份有限公司苏州分公司 | 1504.38 | | 东吴证券股份有限公司苏州狮山路证券营业部 | 1303.73 | （文章来源：证券时报网） 1月20日颀中科技（688352）收盘价16.68元，收盘上涨16.32%，全天换手率22.82%，振幅19.62%，成交 额13.12亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统 ...

Market Performance - The Sci-Tech Innovation Board Index fell by 1.58%, closing at 1482.99 points, with a total trading volume of 5.652 billion shares and a turnover of 299.275 billion yuan, resulting in an average turnover rate of 2.88% [1] - Among the tradable stocks on the Sci-Tech Innovation Board, 168 stocks closed higher, with 5 stocks rising over 10% and 14 stocks rising between 5% and 10%. Conversely, 425 stocks closed lower, with 5 stocks declining over 10% [1] Turnover Rate Analysis - The turnover rate distribution shows that 3 stocks had a turnover rate exceeding 20%, 28 stocks had a turnover rate between 10% and 20%, and 105 stocks had a turnover rate between 5% and 10% [1] - The highest turnover rate was recorded by Qizhong Technology, which closed up by 16.32% with a turnover rate of 22.82% and a transaction amount of 1.312 billion yuan [1] - Other notable stocks with high turnover rates include Huahai Chengke (22.52% turnover rate, 4.24% increase) and Youxun Co. (20.31% turnover rate, 2.48% increase) [1] Sector Performance - In terms of sector performance, the electronics sector had the highest number of stocks with a turnover rate exceeding 5%, totaling 48 stocks. The computer and machinery equipment sectors followed with 18 and 17 stocks, respectively [2] - Among the stocks with a turnover rate over 5%, 54 stocks increased, with the highest increases seen in Zhongwei Semiconductor (19.99%), Qizhong Technology (16.32%), and Sains (13.80%). Conversely, the largest declines were in Pinggao Co. (-11.63%), Aerospace Hongtu (-11.22%), and Haohan Depth (-10.55%) [2] Capital Flow - In terms of capital flow, 55 stocks with high turnover rates experienced net inflows from main funds, with the largest inflows seen in Lankai Technology (345 million yuan), Baiwei Storage (276 million yuan), and Zhongwei Semiconductor (258 million yuan) [2] - Conversely, the stocks with the largest net outflows included Zhenlei Technology (-557 million yuan), Huafeng Technology (-319 million yuan), and Moer Thread (-303 million yuan) [2] Leverage Fund Movements - A total of 77 stocks with high turnover rates received net purchases from leveraged funds, with significant increases in financing balances observed in Baiwei Storage (1.152 billion yuan), Lankai Technology (777 million yuan), and Jinpan Technology (278 million yuan) [2] - Stocks with the largest decreases in financing balances included Moer Thread (-180 million yuan), Changguang Huaxin (-163 million yuan), and Muxi Co. (-97.7694 million yuan) [2]

Core Viewpoint - The Anhui state-owned enterprise reform sector experienced a rise of 0.96% on January 20, with Qizhong Technology leading the gains, while the Shanghai Composite Index fell by 0.01% and the Shenzhen Component Index decreased by 0.97% [1] Group 1: Market Performance - The Anhui state-owned enterprise reform sector saw a rise of 0.96% on the previous trading day [1] - The Shanghai Composite Index closed at 4113.65, down 0.01% [1] - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] Group 2: Capital Flow - The main funds in the Anhui state-owned enterprise reform sector had a net outflow of 102 million yuan [1] - Retail funds experienced a net inflow of 161 million yuan [1] - Speculative funds had a net outflow of 58.92 million yuan [1]

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： | 证券代码：688352 | 证券简称：颀中科技 | 公告编号：2026-008 | | --- | --- | --- | | 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 本次发行的可转换公司债券转股期限自发行结束之日（2025年11月7日，T+4 日）起满六个月后的第一个交易日（2026年5月7日，非交易日顺延）起至可转换 公司债券到期日（2031年11月2日）止（如遇法定节假日或休息日延至 ...

Group 1 - The core viewpoint of the news is that Qizhong Technology has seen a significant increase in its stock price, rising 5.09% on January 20, reaching 15.07 yuan per share, with a total market capitalization of 17.919 billion yuan [1] - Qizhong Technology has experienced a cumulative increase of 9.13% over the past three days, indicating strong market interest and performance [1] - The company specializes in advanced packaging and testing services for integrated circuits, with a revenue composition heavily weighted towards display driver ICs at 92.09% [1] Group 2 - From the perspective of major fund holdings, Qizhong Technology is a significant investment for the Xingquan Antai Stable Pension One-Year Holding Mixed Fund (FOF) A, which holds 24,200 shares, accounting for 0.05% of the fund's net value [2] - The fund has realized a floating profit of approximately 17,700 yuan today and a total of 29,100 yuan during the three-day price increase [2] - The Xingquan Antai Stable Pension One-Year Holding Mixed Fund (FOF) A has a total scale of 659 million yuan and has achieved a year-to-date return of 1.26% [2]

Core Viewpoint - Hefei Qizhong Technology Co., Ltd. plans to invest 50 million yuan in Zhejiang Hexin Integrated Circuit Co., Ltd., acquiring a 2.27% stake, indicating a strategic move to enhance industry collaboration and competitive advantage in the integrated circuit packaging sector [2] Group 1: Investment Details - The investment will increase Hexin Integrated's registered capital by 26 million yuan, bringing its total registered capital to 105.716 million yuan [2] - Hexin Integrated, established in January 2021, focuses on advanced packaging and testing for integrated circuits, covering key areas such as information communication, AI, big data centers, automotive electronics, and smart terminals [2] Group 2: Strategic Considerations - Qizhong Technology aims to leverage this investment for customer resource expansion, technology capability complementarity, and enhancement of the advanced packaging ecosystem, thereby solidifying its industry position [2] - The collaboration will enable Qizhong to penetrate AI and high-performance computing chip packaging markets, while Hexin can accelerate technology commercialization through Qizhong's established market channels [3] Group 3: Technical Synergy - Qizhong has significant expertise in bumping and flip-chip packaging technologies, leading the industry in full-process testing for 8-inch and 12-inch display driver chips [3] - Hexin Integrated focuses on advanced packaging technologies, creating a unique platform for both wafer-level and panel-level advanced packaging processes, allowing for a comprehensive technical chain from basic to high-end integration [3] Group 4: Industry Ecosystem and Market Expansion - Qizhong is advancing a strategy centered on high-end display driver chip packaging while diversifying into various chip packaging areas, aligning with Hexin's capabilities in flip-chip, wafer-level, and panel-level packaging technologies [4] - The partnership will enhance capabilities in 5G/6G and automotive electronics packaging, optimizing resource allocation and cost control through collaborative capacity planning and supply chain synergy [4]

Group 1: OpenAI and Advertising - OpenAI announced the introduction of advertising in the free version and entry-level subscription tier of ChatGPT, starting with adult users in the U.S. in the coming weeks [2] - The ChatGPT Go subscription service has launched in all regions supporting ChatGPT, offering enhanced features such as using the GPT-5.2 Instant model and increased message and file upload limits [2] - OpenAI emphasizes that advertising will not interfere with the objectivity of responses and aims to diversify revenue streams while enhancing AI accessibility [2] Group 2: Apple Trade-In Program - Apple has updated its trade-in program to include devices from Huawei and Xiaomi, allowing customers to trade in these brands for discounts on new purchases [3] - The maximum trade-in values include up to 5,800 yuan for the iPhone 16 Pro Max and 6,050 yuan for the MacBook Pro [3] - The "Yearly Renewal Plan" allows consumers to upgrade their devices within a specified period at a discount of at least 50% of the original purchase price [3] Group 3: Tesla AI Chip Development - Tesla CEO Elon Musk announced that the design of the AI5 chip is nearing completion, with the AI6 chip in early development stages [4] - Future plans include the development of AI7, AI8, and AI9 chips, with a target design cycle of nine months [4] - Musk highlighted the strength of Tesla's AI team, stating that these chips aim to become the highest-volume AI chips globally [4] Group 4: Meituan's Open Source Model - Meituan's LongCat team released the upgraded open-source model LongCat-Flash-Thinking-2601, achieving state-of-the-art performance in key evaluation benchmarks [5] - The model excels in tool invocation and interaction reasoning, significantly reducing training costs for adapting new tools [5] - It is the first fully open-source model supporting online free experience in the rethinking mode, ensuring comprehensive decision-making in complex tasks [5] Group 5: SpaceX and Falcon 9 Launch - SpaceX successfully launched the Falcon 9 rocket, completing its 600th mission by placing the NROL-105 satellite into orbit [8] Group 6: Commercial Space Ventures in China - Beijing Chuanweizhe's CYZ1 manned spacecraft completed a successful verification test of its landing buffer system, marking a significant milestone in China's commercial space sector [9] - This project is the first full-size test of landing buffer technology for a manned spacecraft in China's commercial space industry [9] Group 7: Investment Activities - Xiangzhong Technology plans to invest 50 million yuan in Zhejiang Hexin Integrated Circuit Co., acquiring a 2.27% stake, focusing on advanced packaging and testing in the integrated circuit sector [10] - Mianbao Optoelectronics is planning to acquire 100% of Xiamen Xizhi Precision Technology and Jiangxi Maida Intelligent Technology, focusing on micro-drilling technology for PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% of Yongqiang Technology, expanding its business into high-end electronic interconnect materials for integrated circuits [11]