Core Viewpoint - Zhongke Feimeasure conducted a block trade on August 4, with a transaction volume of 71,400 shares and a transaction amount of 4.9352 million yuan, at a price of 69.12 yuan, which represents a discount of 20.52% compared to the closing price of the day [2] Group 1 - The closing price of Zhongke Feimeasure on the same day was 86.96 yuan, reflecting an increase of 0.65% [2] - The daily turnover rate for the stock was 0.96%, with a total transaction amount of 207 million yuan and a net inflow of main funds amounting to 13.8531 million yuan [2] - Over the past five days, the stock has seen a cumulative decline of 1.32%, with a total net inflow of funds amounting to 5.6653 million yuan [2] Group 2 - The latest margin financing balance for Zhongke Feimeasure is 168 million yuan, which has decreased by 11.7547 million yuan over the past five days, representing a decline of 6.54% [2]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 中科飞测 | 688361 | 69.12 493.52 | 7.14 | 国泰海通证券股份 | 华泰证券股份有限 | | | | | | | | 有限公司深圳滨海 | 公司北京雍和宫证 | | | | | | | | 大道创投大厦证券 | 券营业部 | | 8月4日，中科飞测大宗交易成交7.14万股，成交额493.52万元，占当日总成交额的2.33%，成交价69.12元，较市场收盘价86.96元折价20.52%。 ...

Core Viewpoint - The semiconductor industry in China is transitioning from a global cooperative model to a regional strategic industry due to geopolitical factors, with significant growth in domestic wafer production capacity expected in the coming years [2][3]. Group 1: Market Trends - By 2024, China's mainland wafer production capacity is projected to account for nearly 25% of the global total, increasing to 31% by 2029, indicating a strong demand signal for local semiconductor equipment manufacturers [2]. - The equipment market size for wafer fabrication in mainland China is expected to reach $41.2 billion in 2024, leading other regions globally. However, a decline of 5% to $39 billion is anticipated in 2025 due to prior expansions and equipment stockpiling [2]. Group 2: Competitive Landscape - The impressive performance of equipment manufacturers in mainland China is attributed to their enhanced technological competitiveness and market development capabilities, supported by strong backing from the government and clients [3]. Group 3: Industry Players - A detailed table lists various companies involved in different process nodes, highlighting key players in the semiconductor equipment sector, such as North Huachuang, SMIC, and others, across various technologies [4].

Market Overview - As of 10:30 AM today, the Shanghai Composite Index stands at 3591.72 points, above the six-month moving average, with a change of 0.26% [1] - The total trading volume of A-shares today is 803.785 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 128 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Hongyang (000525) with a deviation rate of 3.72% and a price increase of 4.55% [1] - Zhongke Feice (688361) with a deviation rate of 3.40% and a price increase of 3.68% [1] - Anda Intelligent (688125) with a deviation rate of 3.12% and a price increase of 3.86% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the six-month moving average: | Stock Code | Stock Name | Today's Change (%) | Turnover Rate (%) | Six-Month Average (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 000525 | Hongyang | 4.55 | 5.03 | 6.64 | 6.89 | 3.72 | | 688361 | Zhongke Feice | 3.68 | 0.84 | 85.01 | 87.90 | 3.40 | | 688125 | Anda Intelligent | 3.86 | 3.24 | 38.05 | 39.24 | 3.12 | | 835438 | Gebijia | 3.66 | 1.95 | 18.98 | 19.53 | 2.89 | | 603193 | Runben Group | 4.97 | 24.92 | 33.26 | 34.21 | 2.85 | | 600185 | Zhumi Group | 5.08 | 2.55 | 6.06 | 6.21 | 2.55 | | 002146 | Rongsheng Development | 3.47 | 2.78 | 1.46 | 1.49 | 2.27 | | 301581 | Huangshan Valley | 2.81 | 5.97 | 52.71 | 53.86 | 2.19 | | 603843 | *ST Zhengping | 5.11 | 16.47 | 3.22 | 3.29 | 2.18 | | 300859 | Xiyu Tourism | 2.45 | 2.05 | 36.88 | 37.64 | 2.06 | | 688652 | Jingyi Equipment | 2.14 | 2.15 | 58.68 | 59.77 | 1.86 | | 002472 | Shuanghuan Transmission | 2.22 | 1.06 | 33.91 | 34.50 | 1.73 | | 688981 | Zhongxin International | 2.80 | 1.15 | 90.34 | 91.89 | 1.71 | | 301226 | Xiangming Intelligent | 1.99 | 1.15 | 27.28 | 27.74 | 1.67 | | 301297 | Fulede | 1.75 | 1.66 | 40.64 | 41.31 | 1.65 | | 920489 | Jiaxian Shares | 1.79 | 2.24 | 22.97 | 23.33 | 1.57 | | 300077 | Guomin Technology | 1.81 | 2.37 | 24.87 | 25.25 | 1.53 | | 002008 | Dazhu Laser | 2.77 | 1.61 | 25.22 | 25.60 | 1.52 [1]

Core Viewpoint - The semiconductor sector is experiencing a strong performance, with several companies showing significant growth in their financial results and optimistic forecasts for the future [7][8]. Group 1: Financial Performance - TSMC reported a net profit of nearly 398.3 billion NTD for Q2 2025, marking a year-on-year increase of approximately 61%, achieving the highest quarterly net profit in history and the highest growth rate for the same period in three years [7]. - Over 30 semiconductor companies have disclosed their performance forecasts for the first half of 2025, with more than 80% of these companies expecting positive results. The median net profit for these companies is nearly 6.4 billion CNY, representing a year-on-year growth of over 80%, the highest growth rate for the same period since 2021 [7]. Group 2: Industry Trends - The National Integrated Circuit Industry Investment Fund (Big Fund) is focusing on supporting domestic equipment and components to accelerate local replacements, with local governments in cities like Beijing and Shanghai establishing special funds and offering tax incentives to support the semiconductor supply chain [8]. - The average validation cycle for domestic wafer fabrication equipment in China is expected to decrease from 24 months to 14 months by 2024, with the market share of domestic equipment manufacturers increasing from 7% in 2020 to 19% in 2024 [8]. - NVIDIA has resumed supplying its H20 computing chips to the Chinese market and launched a new series of fully compatible NVIDIA RTX PRO GPUs, aimed at digital twin AI applications in smart factories and logistics, addressing high-end computing bottlenecks [8]. - The global semiconductor market is projected to continue its optimistic growth trajectory in 2025, driven by AI demand and ongoing domestic replacement efforts amid rising risks of supply chain disruptions [8].

Core Viewpoint - The AI Fund Zhaoshang China Opportunity Stock (001749) reported a profit of 4.3172 million yuan for Q2 2025, with a weighted average profit per fund share of 0.0328 yuan, indicating a net value growth rate of 2.48% during the period [3]. Fund Performance - As of the end of Q2 2025, the fund's scale was 183 million yuan [15]. - The fund's unit net value was 1.452 yuan as of July 17 [3]. - The fund manager, Li Huajian, oversees two funds, both of which have shown positive returns over the past year [3]. - The fund's one-year compounded net value growth rate reached 18.53%, ranking it 87 out of 166 comparable funds [3]. - Over the past three months, the fund's compounded net value growth rate was 9.75%, ranking 86 out of 167 comparable funds [3]. - The fund's six-month compounded net value growth rate was 5.60%, ranking 122 out of 167 comparable funds [3]. - The fund's three-year compounded net value growth rate was -29.86%, ranking 141 out of 159 comparable funds [3]. Risk Metrics - The fund's three-year Sharpe ratio was -0.2043, ranking 130 out of 159 comparable funds [8]. - The maximum drawdown over the past three years was 50.43%, ranking 14 out of 158 comparable funds [10]. - The largest single-quarter drawdown occurred in Q1 2021, at 23.46% [10]. Investment Strategy - The fund management remains optimistic about the structural market trends in A-shares, citing improvements in domestic economic growth and structural transformation [3]. - The fund is particularly focused on investment opportunities in sectors such as AI, pharmaceuticals, military industry, and media [3]. Portfolio Composition - As of the end of Q2 2025, the fund's top ten holdings included Changying Tong, Zhongke Feice, Jingyi Equipment, Boqian New Materials, Youfang Technology, Hudian Co., Changchuan Technology, Xinyi Sheng, Jinqiao Information, and Chip Origin Technology [18]. - The average stock position over the past three years was 89.19%, compared to the industry average of 87.97% [13]. - The fund reached a maximum stock position of 93.14% at the end of H1 2025, with a minimum of 79.84% at the end of H1 2024 [13].

中国经济网北京7月13日讯上交所网站近日更新信息显示，深圳中科飞测科技股份有限公司(简称"中科飞测"，688361.SH)非公开发行股票审核状态为通过。 | 序号 | | 项目名称 | 拟投资总额 | 拟使用 集资 会投资金额 | | --- | --- | --- | --- | --- | | | 试及产业化项目 | 上海高端半导体质量控制设 备研发测试中心项目 | 63.516.33 | 44.600.00 | | 2 | 总部基地及研发中心升级建设项目 | | 67.097.43 | 62.000.00 | | 3 | 补充流动资金 | | 70.000.00 | 70,000.00 | | | 合计 | | 285.186.74 | 250,000.00 | 本次发行对象为不超过35名符合中国证监会规定条件的特定对象，包括证券投资基金管理公司、证券公司、信托公司、财务公司、资产管理公司、保险机构 投资者、合格境外机构投资者、其他境内法人投资者、自然人或其他合格投资者。证券投资基金管理公司、证券公司、合格境外机构投资者、人民币合格境 外机构投资者以其管理的2只以上产品认购的，视为一个发行对象；信托公司 ...

关于 2024 年度向特定对象发行 A 股股票申请 收到上海证券交易所审核意见通知的公告 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。 深圳中科飞测科技股份有限公司（以下简称"公司"）于 2025 年 7 月 11 日 收到上海证券交易所出具的《关于深圳中科飞测科技股份有限公司向特定对象发 行股票的交易所审核意见》,具体意见如下： "深圳中科飞测科技股份有限公司向特定对象发行股票申请符合发行条件、 上市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注 册。" 公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 （以下简称"中国证监会"）作出同意注册的决定后方可实施，最终能否通过中 国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 证券代码：688361 证券简称：中科飞测 公告编号：2025-039 深圳中科飞测科技股份有限公司董事会 深圳中科飞测科技股份有限公司 2025 年 7 月 14 日 ...

证券代码：688361 证券简称：中科飞测 公告编号：2025-038 深圳中科飞测科技股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 6 月 27 日 （二） 股东大会召开的地点：深圳市南山区深圳国际创新谷 8 栋 A 座 24 楼公 司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 89 | | --- | --- | | 普通股股东人数 | 89 | | 2、出席会议的股东所持有的表决权数量 | 66,587,257 | | 普通股股东所持有表决权数量 | 66,587,257 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 20.7055 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 20.7055 ...

北京市君合(深圳)律师事务所 关于深圳中科飞测科技股份有限公司 2024年年度股东大会的法律意见书 致:深圳中科飞测科技股份有限公司 北京市君合(深圳)律师事务所(以下简称"本所")接受深圳中科飞测科技 股份有限公司(以下简称"贵公司"或"公司")的委托,就贵公司 2024年年度 股东大会(以下简称"本次股东大会")召开的有关事宜,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》、中国证券监督管理 委员会颁布的《上市公司股东会规则》(以下简称"《股东会规则》")等中国现行 法律、法规、规章、规范性文件(以下简称"中国法律、法规","中国"包括香 港特别行政区、澳门特别行政区和台湾省,为出具本法律意见书之目的,特指中 国大陆地区）及现行《深圳中科飞测科技股份有限公司章程》(以下简称"《公司 章程》"）的有关规定，出具本法律意见书。 本法律意见书仅就本次股东大会的召集和召开程序、出席本次股东大会人员 的资格、召集人资格、会议表决程序等是否符合中国法律、法规及《公司章程》 的规定以及表决结果是否合法有效发表意见。在本法律意见书中,本所仅依据本 法律意见书出具日及以前发生的事实及本所 ...