深圳中科飞测科技股份有限公司 二、 补助的类型及对上市公司的影响 证券代码：688361 证券简称：中科飞测 公告编号：2026-008 关于获得政府补助的公告 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、 获取补助的基本情况 深圳中科飞测科技股份有限公司（以下简称"公司"）于近日收到人民币 9,891.00 万元的政府补助款。 特此公告。 深圳中科飞测科技股份有限公司董事会 2026 年 3 月 26 日 目前政府补助文件中未对资金支出类型进行明确规定，公司将根据《企业会 计准则第 16 号——政府补助》等相关规定，确认上述事项并划分补助类型，预 计对公司 2026 年度的利润产生一定的积极影响。上述政府补助未经审计，具体 的会计处理以及对公司相关年度损益的影响须以审计机构年度审计确认后的结 果为准。 公司严格按照有关法律法规的规定和要求，及时履行信息披露义务，敬请投 资者注意投资风险。 ...

Group 1 - The adjustment of the STAR Market 50 Index and other indices officially took effect after the market closed on March 13 [1] - The Shanghai Stock Exchange and China Securities Index Co., Ltd. announced on February 27 that they would adjust the sample stocks of the STAR Market 50 Index [1] - The STAR Market 50 Index replaced three stocks: Junshi Biosciences, Yingxi Network, and Tianneng Battery, with GuoDun Quantum, Zhongke FeiCe, and Zhongke XingTu being added [1] Group 2 - Ten securities, including Rejing Micro-Nano and SuiRui New Materials, will be added to the STAR Market 100 Index [1] - Five securities, including Huafeng Technology and Wealth Trend, are included in the backup list for the STAR Market 50 Index [1]

- The report introduces a comprehensive impact coefficient model to measure the influence of index rebalancing on individual stocks, particularly focusing on the March 2026 adjustments for key indices such as STAR 50, STAR-ChiNext 50, STAR 100, Dividend Low Volatility 100, and Beijing Stock Exchange 50[9][11][14] - The comprehensive impact coefficient is defined as follows: $ effect\_total_{s}=\sum_{i=1}^{n}\frac{wt\_chg_{s_{i}}\times fund\_size_{i}}{amount\_avg_{s_{i}}20} $ where: - $ wt\_chg_{s_{i}} $ represents the weight change of stock $ s $ in index $ i $ - $ fund\_size_{i} $ is the tracking scale of index $ i $ - $ amount\_avg_{s_{i}}20 $ is the average trading volume of stock $ s $ over the past 20 days[11] - The model evaluates the impact of passive trading caused by index rebalancing, emphasizing that larger indices with higher tracking scales (e.g., STAR 50 with 1489 billion RMB) generate more significant passive trading effects, creating potential investment opportunities for stocks added to these indices[13][14] - The report provides detailed calculations of the comprehensive impact coefficients for stocks with significant adjustments, identifying stocks like Jikang Technology (impact coefficient: 5.95), Zhongke Feice (impact coefficient: 1.73), and Taoli Bread (impact coefficient: 1.55) as having notable positive impacts due to their inclusion in indices such as Beijing Stock Exchange 50 and STAR 50[14][17] - Stocks removed from indices also exhibit negative impact coefficients, such as Weida Optoelectronics (-2.95), Jike Shares (-2.65), and Junshi Biosciences (-1.73), reflecting the adverse effects of exclusion from key indices[17]

Group 1 - The core announcement is about the quarterly adjustment results of the Sci-Tech 50 and other indices, which will be implemented after the market closes on March 13 [1] - Three companies, including Keda Guandun Quantum Technology Co., Ltd., Shenzhen Zhongke Feimeng Technology Co., Ltd., and Zhongke Xingtai Co., Ltd., will be added to the Sci-Tech 50 Index, while ten other securities will be added to the Sci-Tech 100 Index [1] - After the adjustments, the total market capitalization of the Sci-Tech 50 Index will be 4.5 trillion yuan, covering 39% of the market, while the Sci-Tech 100 Index will have a total market capitalization of 2.7 trillion yuan, covering 24% of the market, resulting in a combined coverage of 63%, an increase of 1.1% [1] Group 2 - The Shanghai Stock Exchange has been enhancing its "one body, two wings" index system to improve the quality and diversity of indices, effectively supporting long-term capital inflow and national strategic initiatives [2] - The periodic adjustments of existing indices aim to optimize industry structures, with the weight of information technology and other "new economy" sectors increasing by 4.9% and 4.7% respectively by the end of 2024 [2] - The newly launched indices cover the entire market capitalization and industry chain of the Sci-Tech Board, guiding over 320 billion yuan into "hard technology" companies [2]

Financial Performance Summary - The company achieved total operating revenue of 2,053.30 million yuan in 2025, representing a year-on-year growth of 48.75% [3] - The net profit attributable to the parent company was 57.71 million yuan, marking a turnaround from loss to profit [3] - The net profit attributable to the parent company after deducting non-recurring gains and losses was -122.20 million yuan [3] Financial Position - As of the end of the reporting period, the company's total assets amounted to 7,941.19 million yuan, an increase of 88.72% compared to the beginning of the period [2] - The equity attributable to the parent company reached 5,118.73 million yuan, reflecting a growth of 109.99% from the start of the period [2] Factors Influencing Performance - The significant revenue growth was driven by breakthroughs in core technology, ongoing industrialization, and the iterative upgrades of various product lines, enhancing the company's competitive advantages [3] - The improvement in profitability was attributed to the gradual realization of scale effects, with R&D investment increasing but its proportion of operating revenue decreasing year-on-year [3]

智通财经APP讯，中科飞测(688361.SH)披露2025年度业绩快报，报告期内，公司实现营业总收入20.53 亿元，同比增长48.75%;实现归属于母公司所有者的净利润5771.24万元，同比扭亏为盈。 公司2025年度归属于母公司所有者的净利润5771.24万元，实现扭亏为盈，主要系规模效应逐步凸显， 公司研发投入稳步增长但占营业收入的比例同比有所下降，盈利水平提升。 ...

Core Insights - The company reported a total operating revenue of 2.053 billion yuan for the fiscal year 2025, representing a year-on-year increase of 48.75% [1] - The net profit attributable to the parent company reached 57.7124 million yuan, marking a turnaround from loss to profit [1] - The improvement in profitability is primarily attributed to the gradual realization of scale effects, despite a steady increase in R&D investment, which saw a year-on-year decrease in its proportion relative to operating revenue [1]

Core Viewpoint - The article highlights the significant performance of overseas semiconductor component companies, which have led the semiconductor asset market since 2026, driven by strong demand from AI and increased capital expenditures from major players like TSMC and SK Hynix [3][6]. Group 1: Performance of Semiconductor Component Companies - Since the beginning of 2026, companies like UCT, MKS, and VAT have seen substantial stock price increases of 134%, 62%, and 38% respectively, outperforming major semiconductor manufacturers like SK Hynix and LAM [3][4]. - UCT has outperformed SK Hynix and LAM by 78% and 90% respectively in terms of stock performance since the start of the year [4]. - The capital expenditure for TSMC has been raised to between $52 billion and $56 billion for 2026, indicating a strong demand for AI-related products [6][7]. Group 2: Market Dynamics and Growth Potential - The semiconductor component sector is experiencing a significant upturn due to high-capacity utilization rates and increased capital expenditures, with a notable increase in orders for semiconductor equipment [6][12]. - The global semiconductor wafer fabrication capital expenditure is expected to rise significantly, with TSMC, SK Hynix, and Samsung all increasing their budgets for 2026 [7][20]. - The domestic semiconductor market in China is projected to have a supply-demand gap of 27.6% for storage chips, indicating strong growth potential for local manufacturers [21][22]. Group 3: A-Share Market Valuation - A-share semiconductor component stocks are considered undervalued compared to their overseas counterparts, with a current average PE ratio of 51X compared to 89X for overseas companies [33][36]. - The A-share semiconductor component sector has shown a 120-day stock price increase of 42%, while the overall sector has lagged behind other segments [33][36]. - The expected CAGR for revenue and profit from 2025 to 2027 for A-share semiconductor components is 33% and 214% respectively, indicating strong growth prospects [33][36]. Group 4: Supply Chain and Localization - The article emphasizes the importance of supply chain localization, with a focus on increasing domestic production capabilities in response to export controls from the US and Japan [30][32]. - The domestic semiconductor equipment manufacturers are at historically low inventory levels, suggesting a need for rapid replenishment as demand increases [23][24]. - The article notes that over 100 domestic semiconductor equipment companies have been placed on the entity list, which will impact their access to US technology and components [30][31].

Group 1 - The Shanghai Stock Exchange and China Securities Index Co., Ltd. announced adjustments to the sample of the Sci-Tech Innovation 50 Index, effective after the market closes on March 13, 2026 [2] - GuoDun Quantum, ZhongKe FeiCe, and ZhongKe XingTu will be added to the Sci-Tech Innovation 50 Index, while Rejing Bio, Sry New Materials, and Junshi Biosciences, among 10 other securities, will be added to the Sci-Tech Innovation 100 Index [4]

Group 1 - The Shanghai Stock Exchange and China Securities Index Company announced a quarterly adjustment of the sample stocks for the Sci-Tech 50 and other Sci-Tech indices [1] - The Sci-Tech 50 Index will replace three sample stocks, specifically Guoshun Quantum, Zhongke Feimeng, and Zhongke Xingtou [1] - Additionally, ten securities including Rejing Bio, Sry New Materials, and Junshi Biosciences will be added to the Sci-Tech 100 Index [1] - The adjustments will take effect after the market closes on March 13 [1]