会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 4 日（星期四）至 9 月 10 日（星期三）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@skyverse.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 深圳中科飞测科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 19 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 9 月 11 日（星期四） 11:00-12:00 举行 2025 半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 证券代码：688361 证券简称：中科飞测 公告编号：2025-048 深圳中科飞测科技股份有限公司 关于召开 2025 半年度业绩说明会的公告 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， ...

国泰海通证券股份有限公司 关于深圳中科飞测科技股份有限公司 2025 年半年度持续督导跟踪报告 国泰海通证券股份有限公司（以下简称"国泰海通"）作为深圳中科飞测科 技股份有限公司（以下简称"中科飞测"或"公司"）首次公开发行股票并在科 创板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交易所 科创板股票上市规则》《上海证券交易所上市公司持续督导工作指引》等相关规 定，作为公司持续督导工作的保荐人，负责中科飞测上市后的持续督导工作，并 出具本持续督导跟踪报告。 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对具体 | 保荐人已根据持续督导工作 | | | 的持续督导工作制定相应的工作计划 | 进度制定相应工作计划 | | 2 | 根据中国证监会相关规定，在持续督导工作开始前， | 保荐人已与中科飞测签署协 议，明确了双方在持续督导期 | | | 与上市公司或相关当事人签署持续督导协议，明确双 | | | | 方在持续督导期间的权利义务，并报上海证券交易所 | | | | | 间的权利义务 | | 备案 | ...

证券代码：688361 证券简称：中科飞测 公告编号：2025-047 深圳中科飞测科技股份有限公司 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"）全资子公司广州中科 飞测科技有限公司于近日收到人民币 940.00 万元的政府补助款。 二、 补助的类型及对上市公司的影响 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 2025 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。 特此公告。 深圳中科飞测科技股份有限公司董事会 2025 年 9 月 2 日 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [2] Core Views - The company has shown rapid revenue growth, with a projected revenue of 19.16 billion, 26.80 billion, and 34.44 billion for the years 2025 to 2027 respectively, while the net profit is expected to reach 2.19 billion, 3.91 billion, and 5.94 billion in the same period [9] - The company has received government subsidies amounting to 1.25 million, and its revenue for the first half of the year was 702 million, reflecting a year-on-year growth of 51.39% [9] - The company has successfully delivered over 300 units of its main product, the non-patterned wafer defect detection equipment, and has seen an increase in market share [9] - The development of nano-patterned wafer defect detection equipment is progressing steadily, with prototypes already shipped to leading customers for validation [9] - The company is accelerating the promotion of its analysis and classification system products, enhancing its software ecosystem [9] Financial Performance - Revenue for 2023 is reported at 891 million, with a growth rate of 74.9%, and is expected to grow to 1.38 billion in 2024 and 1.92 billion in 2025 [7][10] - The net profit for 2023 is 140 million, with a significant increase projected to 219 million in 2025 and 391 million in 2026 [7][10] - The earnings per share (EPS) is expected to improve from 0.49 in 2023 to 0.68 in 2025 and 1.22 in 2026 [7][10] - The price-to-earnings (PE) ratio is projected to decrease from 151.9 in 2023 to 146.4 in 2025 and further to 81.9 in 2026 [7][10] Market Performance - The company's stock has shown a performance of -6% compared to the market index, while the market index (CSI 300) has shown a performance of 21% [4]

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。 证券代码：688361 证券简称：中科飞测 公告编号：2025-046 深圳中科飞测科技股份有限公司 关于获得政府补助的公告 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 2025 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。 特此公告。 深圳中科飞测科技股份有限公司董事会 2025 年 8 月 29 日 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 125.40 万元的政府补助款，均为与收益相关的政府补助。 二、 补助的类型及对上市公司的影响 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Index has risen by 3.02% as of August 27, with notable increases in constituent stocks such as Huafeng Measurement Control (up 6.56%), Zhongke Feimiao (up 5.84%), and SMIC (up 5.07%) [1] - The Sci-Tech Semiconductor ETF (588170) has increased by 3.28%, with a latest price of 1.26 yuan, and has accumulated a 10.42% increase over the past week as of August 26, 2025 [1] - Advanced packaging technology is becoming a key path to support the demand for AI and high-performance computing, as traditional processes struggle to support performance evolution due to the "power wall, memory wall, and cost wall" [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, which includes hard tech companies in semiconductor equipment (60%) and semiconductor materials (24%) [2] - The semiconductor equipment and materials industry is a significant area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]

Core Viewpoint - The news highlights the performance of the STAR Market and the launch of Huawei's new AI SSD, indicating a growing interest in AI storage solutions and the potential for investment opportunities in the tech sector [3][4]. Group 1: STAR Market Performance - As of August 26, 2025, the STAR Market 100 Index rose by 0.61%, with notable increases in constituent stocks such as Huafeng Technology (up 13.04%) and Zhuhai Guanyu (up 12.17%) [3]. - The STAR 100 Index ETF saw a 0.78% increase, marking its third consecutive rise, with a latest price of 1.3 yuan [3]. - Over the past week, the STAR 100 Index ETF accumulated a 5.49% increase, with a trading volume of 99.8865 million yuan and a turnover rate of 1.36% [3][4]. Group 2: Investment Trends and Fund Performance - The STAR 100 Index ETF experienced a net inflow of 27.3865 million yuan over the last ten trading days, despite a recent net outflow of 6.55234 million yuan [4]. - The ETF's net asset value increased by 23.84% over the past six months, ranking it 514 out of 3544 in the index stock fund category [5]. - The ETF's management fee is 0.15%, and its tracking error is 0.020%, indicating a competitive cost structure and high tracking precision compared to similar funds [5][6]. Group 3: Huawei's AI SSD Launch - Huawei is set to launch a new AI SSD on August 27, targeting the AI storage market by addressing the limitations of traditional HBM with innovative technology [3]. - The new product aims to meet the demands for large capacity and high performance in AI training and inference processes, potentially revitalizing the AI storage market [3]. - Huawei plans to collaborate with integrated machine manufacturers to enhance the current market landscape, suggesting a strategic move to increase competitiveness in the AI storage sector [3]. Group 4: Domestic Computing Power Chain - The release of DeepSeek-V3.1 is expected to boost the domestic computing power chain, with significant growth anticipated in related infrastructure due to increased capital expenditure from domestic internet companies [4]. - The focus on domestic computing power and its supporting industries, such as optical modules and switches, is projected to maintain high demand and growth in the coming years [4].

Group 1 - The company Shenzhen Zhongke Feice Technology Co., Ltd. has received approval from the Shanghai Stock Exchange for its A-share issuance to specific targets for the year 2024, which was confirmed on July 2025 [1] - The company obtained the registration approval from the China Securities Regulatory Commission on August 2025, allowing it to proceed with the issuance of stocks [1] - The company has updated its financial data in relation to the issuance and has disclosed relevant documents on the Shanghai Stock Exchange website [2] Group 2 - The company, along with relevant intermediaries, has supplemented the application documents related to the issuance following the release of its 2025 semi-annual report on August 19, 2025 [2] - The company commits to timely information disclosure regarding the progress of the issuance and urges investors to pay attention to investment risks [2]

Group 1 - The core point of the news is that Guotai Junan Securities Co., Ltd. has been appointed as the sponsor for Shenzhen Zhongke Feice Technology Co., Ltd.'s issuance of A-shares to specific investors in 2024 [1][2] - The designated representatives for this project are Tian Fangjun and Ying Jia, both of whom have extensive experience in IPO projects [2][3] - The company is listed on the Shanghai Stock Exchange with the stock code 688361 and was officially listed on May 19, 2023 [4] Group 2 - Shenzhen Zhongke Feice Technology Co., Ltd. has a total share capital of 321,591,809 shares [4] - The company operates in the field of automation equipment, electromechanical automation equipment, optoelectronic instruments, and related technical consulting and maintenance services [4] - The company reported a net profit of -1,835.43 million yuan for the first half of 2025, indicating a significant loss [5][6] Group 3 - The financial data shows that the total assets of the company are 494,458.24 million yuan, with total liabilities of 242,062.23 million yuan, resulting in a total equity of 252,396.01 million yuan [5] - The company has a cash flow from operating activities of -31,270.10 million yuan for the first half of 2025, indicating cash flow challenges [5] - The company’s debt-to-asset ratio is reported at 48.96%, reflecting its financial leverage [5]

Group 1 - The company, Shenzhen Zhongke Feice Technology Co., Ltd., is focused on high-end semiconductor quality control, providing comprehensive yield management solutions for the semiconductor industry [14][15]. - The company plans to issue shares to specific investors, with the issuance approved by the Shanghai Stock Exchange and registered by the China Securities Regulatory Commission [2][3]. - The total number of shares to be issued will not exceed 96,477,542 shares, accounting for a maximum of 30% of the company's total share capital prior to the issuance [3][4]. Group 2 - The company aims to raise a total of 250 million yuan through this issuance, with funds allocated to various projects, including the development of semiconductor quality control equipment [5][6]. - The semiconductor equipment market is projected to grow significantly, with global sales expected to reach 113 billion USD in 2024, reflecting a 6.5% increase from 2023 [20][22]. - The domestic semiconductor equipment market in China is experiencing rapid growth, with a compound annual growth rate of 26.7% from 2019 to 2023 [26][27]. Group 3 - The company has established a competitive advantage in the domestic semiconductor detection and measurement equipment market, with a market share increase from 1.91% in 2021 to 2.89% in 2023 [28]. - The semiconductor industry is characterized by high technical barriers, significant R&D investment, and long investment cycles, with foreign companies currently dominating the market [27][28]. - The company is committed to continuous innovation and R&D, focusing on enhancing key performance indicators such as sensitivity, repeatability, and throughput in its equipment [27][29].