深圳中科飞测科技股份有限公司 关联交易管理制度 第一章 总则 第二章 关联人及关联交易认定 1 第一条 为了更好地规范深圳中科飞测科技股份有限公司（以下简称"公司"） 关联交易决策，完善公司内部控制制度，保护全体股东的合法权益， 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上海证券交易所科创 板股票上市规则》和其他有关法律、行政法规、部门规章、交易所 的制度以及其他规范性文件（以下简称"法律法规"）及《深圳中科 飞测科技股份有限公司章程》（以下简称"《公司章程》"），制定本《深 圳中科飞测科技股份有限公司关联交易管理制度》（以下简称"本制 度"）。 第二条 公司发生关联交易，应当保证关联交易的合法性、必要性、合理性 和公允性。保持公司的独立性，不得利用关联交易调节财务指标， 损害公司利益。 第三条 公司关联人包括关联法人和关联自然人。 第四条 关联人指具有下列情形之一的自然人、法人或其他组织： （一） 直接或者间接控制公司的自然人、法人或其他组织； （二） 直接或间接持有公司5%以上股份的自然人； （三） 公司董事、高级管理人员； （四） 第 ...

Group 1 - Zhongke Feimeasure experienced a decline of 5.02% on October 29, with a stock price of 119.85 CNY per share and a trading volume of 568 million CNY, resulting in a turnover rate of 1.86% and a total market capitalization of 41.967 billion CNY [1] - The company, established on December 31, 2014, and listed on May 19, 2023, specializes in the research, production, and sales of integrated circuit equipment, with revenue composition of 60.72% from testing equipment, 36.40% from measurement equipment, and 2.88% from services and others [1] Group 2 - Yongying Fund holds a significant position in Zhongke Feimeasure, with its fund "Yongying Semiconductor Industry Smart Selection Mixed Initiation A" (015967) increasing its holdings by 4 million shares to a total of 6 million shares, representing 7.38% of the fund's net value, making it the third-largest holding [2] - The fund has a current scale of 858 million CNY and has achieved a year-to-date return of 75.62%, ranking 300 out of 8155 in its category, with a one-year return of 77.55%, ranking 253 out of 8031 [2] Group 3 - The fund manager of Yongying Semiconductor Industry Smart Selection Mixed Initiation A is Zhang Haixiao, who has been in the position for 2 years and 154 days, managing a total asset size of 10.243 billion CNY, with the best fund return during his tenure being 79.61% and the worst being -19.48% [3]

Group 1 - The semiconductor equipment ETF (561980) has seen a significant increase, rising by 3.26% with a trading volume of 252 million as of 13:50 [1] - Notable gains in constituent stocks include a more than 16% increase in the photoresist stock Jingrui Electric Materials, over 7% in Aisen Co. and Jinhaitong, and a 6.06% rise in Nanda Optoelectronics [1] - Equipment manufacturers such as Tuojing Technology rose over 8%, while Zhongke Feicai and Zhongwei Company increased by over 4%, and Beifang Huachuang rose by 3.42% [1] Group 2 - A significant breakthrough has been achieved in China's photoresist field, with a team from Peking University using cryo-electron tomography to analyze the micro three-dimensional structure of photoresist molecules in liquid phase, leading to a new industrialization scheme that significantly reduces photoresist defects [3] - Semiconductor materials are essential in the manufacturing of integrated circuits, discrete devices, sensors, and optoelectronic devices, forming the basis of semiconductor manufacturing processes [3] - According to TECHCET data, the semiconductor manufacturing materials market is expected to grow nearly 8% year-on-year by 2025, with an annual compound growth rate (CAGR) of 5.6% from 2023 to 2028, potentially exceeding 84 billion by 2028 [3] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with approximately 70% weight in "semiconductor equipment + materials," and has reported a net value growth rate of 61.46% over the past six months and 89.26% over the past year [3]

格隆汇10月27日｜A股市场半导体设备股走强，其中，拓荆科技涨10%创历史新高，金海通涨超8%，富 创精密涨超6%，中微公司涨超5%，中科飞测涨超4%。近日，SEMI在《全球半导体设备市场报告》中 宣布，2025年第二季度全球半导体设备出货金额达到330.7亿美元，同比增长24%。 ...

Core Insights - Zhongke Feimeasure's stock increased by 5.58% to 130.60 CNY per share, with a trading volume of 1.334 billion CNY and a turnover rate of 4.30%, resulting in a total market capitalization of 45.731 billion CNY [1] Company Overview - Shenzhen Zhongke Feimeasure Technology Co., Ltd. was established on December 31, 2014, and went public on May 19, 2023 [1] - The company specializes in the research, production, and sales of integrated circuit testing and measurement equipment [1] - Revenue composition: Testing equipment accounts for 60.72%, Measurement equipment for 36.40%, and Services and others for 2.88% [1] Fund Holdings - Zhongke Feimeasure is a significant holding in the fund under China Post Fund, specifically in the China Post Innovation Advantage Flexible Allocation Mixed Fund (001275), which held 46,200 shares, representing 4.15% of the fund's net value [2] - The fund has achieved a year-to-date return of 18.74%, ranking 4650 out of 8226 in its category [2] - The fund manager, Liang Xuedan, has a tenure of 7 years and 91 days, with a total fund asset size of 978 million CNY [2]

Group 1 - The core viewpoint of the article highlights the performance of the Penghua Science and Technology Innovation 100 ETF, which reported a net value growth rate of 49.82% over the past year [1] - The fund's top ten holdings have seen changes, with new additions including Dongxin Co., Ltd., Yuanjie Technology, and Yuntian Lefe [1] - Huahong Technology remains the largest holding at 3.74% of the fund's portfolio, while Zexing Pharmaceutical, Naxin Micro, and Guodun Quantum have exited the top ten holdings [1] Group 2 - Detailed data on the fund's top holdings shows that Dongxin Co., Ltd. has entered the top ten with 1.872 million shares valued at 200 million yuan, and Yuanjie Technology has also entered with 362,500 shares valued at 156 million yuan [1] - Other notable changes include a reduction in holdings for Huahong Technology by 1.75%, with 2.4635 million shares valued at 282 million yuan, and a decrease in holdings for Baijie Shenzhou by 1.89% [1] - The fund's overall strategy reflects a shift in focus towards emerging technology companies, as indicated by the new additions and reductions in existing holdings [1]

Core Points - Zhongke Feimiao's stock price increased by 5.14% this week, closing at 123.7 yuan, with a market capitalization of 43.315 billion yuan [1] - The company received a government subsidy of 37.96 million yuan, which is expected to positively impact its 2025 profits [2][4] - Zhongke Feimiao completed a private placement of A-shares, raising approximately 2.5 billion yuan, with new shares registered and a six-month lock-up period [3][4] Group 1 - The stock price of Zhongke Feimiao reached a high of 124.32 yuan and a low of 114.82 yuan during the week [1] - The company ranks 37th in market capitalization within the semiconductor sector and 410th among all A-shares [1] - The government subsidy has not been audited yet, and its final accounting treatment will depend on the annual audit results [2] Group 2 - The private placement involved issuing 28,571,428 shares at a price of 87.50 yuan per share, resulting in a net fundraising amount of approximately 2.48 billion yuan [3] - The controlling shareholder remains unchanged, with the major shareholders being Suzhou Yiliu Mingguang Technology Co., Ltd. and the actual controllers being Chen Lu and Ha Chengshu [3] - The shareholding structure still complies with listing conditions after the issuance [3]

Key Points - The article highlights significant corporate announcements and developments in various companies, including investment projects, asset restructuring, and financial performance [1][2][3] Company Developments - **Weixinno**: Terminated major asset restructuring and withdrew application documents [1] - **Shandong Steel**: Plans to acquire 100% equity of Yingshan Steel for 714 million yuan [2] - **Zhongkong Technology**: Intends to repurchase shares worth between 500 million to 1 billion yuan [1][2] - **Hua Mai Technology**: Terminated plans for a change in control; stock will resume trading on October 27 [1][3] Investment Projects - **Luoyang Key Industry**: Plans to invest no more than 1.084 billion USD in the KFM Phase II project in the Democratic Republic of Congo [1] - **Shan Gu Power**: Investing 532 million yuan in a 100,000 Nm3/h air separation project [1] - **Huitong Co., Ltd.**: Plans to invest 81 million yuan in a high-temperature nylon and PEEK polymer project [1] Contract Awards - **CNOOC Engineering**: Awarded an overseas project valued at approximately 800 million USD [1] Financial Performance - **CITIC Securities**: Reported a net profit of 9.44 billion yuan for Q3, a year-on-year increase of 51.54% [1][3] - **Dongpeng Beverage**: Achieved a net profit of 1.386 billion yuan in Q3, up 41.91% year-on-year [3] - **Sungrow Power**: Reported a net profit of 3.43 billion yuan for the first three quarters, a 20.47% increase year-on-year [2] - **Oriental Fortune**: Net profit for the first three quarters reached 9.097 billion yuan, a 50.57% increase year-on-year [2] - **Gaoer Co., Ltd.**: Reported a non-recurring net profit of 1.03 billion yuan in Q3, a 19.91% increase year-on-year [2]

Core Insights - Shanghai Hejing (688361.SH) reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 380 million yuan, a year-on-year growth of 25.85%, and net profit of 45.084 million yuan, up 47.02% [1][3] - For the first three quarters of 2025, the company achieved a total revenue of 1.006 billion yuan, reflecting a year-on-year increase of 19.05%, and a net profit of 105 million yuan, which is a 32.86% increase compared to the previous year [1][3] Revenue and Profit Growth - The growth in performance is attributed to the recovery in industry conditions, reasonable inventory levels among downstream customers, increased product sales, and high capacity utilization rates, which collectively boosted both revenue and net profit [3] Strategic Developments - The company is accelerating its layout in the 12-inch large-size silicon wafer business, actively advancing research and development as well as capacity expansion [3] - The 12-inch 55nm CIS epitaxial wafers have already entered mass production, and the development of 28nm P/P-epitaxial wafers is progressing steadily [3] - With the continuous increase in demand for 12-inch products, the company's sales have significantly improved, providing effective support for its performance [3] Market Positioning - The company is implementing a differentiated strategy for its 8-inch products, focusing on high-end domestic substitution in the power device epitaxial wafer sector [3] - The company aims to continuously enhance its core technological capabilities and optimize its product structure to solidify its leading position in the semiconductor silicon wafer market [3] Industry Outlook - Industry experts believe that Shanghai Hejing's multi-line layout in the 12-inch and 8-inch epitaxial wafer sectors is likely to benefit from the expansion of wafer capacity and the recovery of downstream demand, suggesting that the momentum for performance growth may continue into subsequent quarters [3]

Core Insights - On October 24, seven A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Summary by Company - **Beilu Pharmaceutical**: Shareholder Sanxia Paint plans to reduce its stake by no more than 1.78% [2]. - **Abison**: Controlling shareholder Ding Yanhui intends to reduce his stake by no more than 3% [2]. - **Zhongke Feice**: Shareholder Guotou Chuangye Fund plans to reduce its stake by no more than 3% [2]. - **Liyang Chip**: Controlling shareholder and actual controller Huang Jiang plans to reduce his stake by no more than 600,000 shares [2]. - **Qifan Cable**: Controlling shareholder and actual controllers plan to collectively reduce their stake by no more than 3.5% [2]. - **Shangtai Technology**: Shareholder Changjiang Changdao plans to reduce his stake by no more than 2% [2]. - **Huayang Group**: Shareholders Zhongshan Zhongke and Zhongke Baiyun plan to collectively reduce their stake by no more than 1.5% [2].