证券代码：688383 证券简称：新益昌 公告编号：2025-055 深圳新益昌科技股份有限公司 关于召开2026年第一次临时股东会的通知 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： 股东会召开日期：2026年1月12日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、召开会议的基本情况 （一）股东会类型和届次 2026年第一次临时股东会 （三）投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结 合的方式 （四）现场会议召开的日期、时间和地点 召开日期时间：2026 年 1 月 12 日 15 点 00 分 召开地点：深圳市宝安区新安街道海旺社区兴业路瑞湾大厦 15 楼公司会议 室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 12 日 至2026 年 1 月 12 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9 ...

12月17日，玻璃基Micro-LED（COG-基于TFT背板的玻璃基 Micro-LED 技术）领军企业辰显光电与高端半导体装备制造商新益昌正式签订战略合作框架 协议。双方将聚焦玻璃基Micro-LED芯片巨量转移这一核心工艺环节，共同攻克技术瓶颈，展望其在商业显示、智慧会议、透明显示、车载显示等广阔场 景的应用前景，携手破解行业量产化与成本优化的核心痛点，共赴千亿蓝海市场。 当前，玻璃基Micro-LED技术已从实验室验证阶段，全面进入工程化、产业化的加速期。尤其是在大尺寸高像素密度、高亮度、高精度无缝拼接显示及车 载、创新商业展示、舞台、智能医疗与家居等新型空间显示领域，玻璃基技术凭借其高可靠性、结构简洁性、超高像素密度、高透光率及微米级拼接精度 等显著优势，正加速推动COG Micro-LED技术在智能显示时代的渗透与革新。 此外，随着AI芯片算力需求爆发式增长，先进封装技术对基板材料提出了更高要求，玻璃基板替代传统有机基板的趋势已然显现。AMD、苹果、英伟 达、英特尔、台积电、微软等全球半导体与科技巨头纷纷布局玻璃基方案，为其在半导体先进封装及高端光通信领域的产业化应用注入强大动力。 辰显光电在此领 ...

本报讯(记者李昱丞)12月16日，玻璃基Micro-LED(COG-基于TFT背板的玻璃基Micro-LED技术)领军企业 成都辰显光电有限公司(以下简称"辰显光电")与高端半导体装备制造商深圳新益昌科技股份有限公司(以 下简称"新益昌")正式签订战略合作框架协议。双方将聚焦玻璃基Micro-LED芯片巨量转移这一核心工艺 环节，共同攻克技术瓶颈，展望其在商业显示、智慧会议、透明显示、车载显示等广阔场景的应用前 景，携手破解行业量产化与成本优化的核心痛点，共赴千亿蓝海市场。 此外，随着AI芯片算力需求爆发式增长，先进封装技术对基板材料提出了更高要求，玻璃基板替代传 统有机基板的趋势已然显现。AMD、苹果、英伟达、英特尔、台积电、微软等全球半导体与科技巨头 纷纷布局玻璃基方案，为其在半导体先进封装及高端光通信领域的产业化应用注入强大动力。 辰显光电在此领域布局深远、投入巨大。根据公开信息，辰显光电已于成都高新区投资建设中国大陆首 条大尺寸TFT玻璃基MicroLED量产线。该项目总投资超40亿元，占地面积约为53亩，预计完全投产后 带动上下游产业链产值超千亿元。 市场分析认为，此次辰显光电与新益昌合作，两家企业 ...

Core Viewpoint - The strategic cooperation between Xinyi Chang and Chenxian Optoelectronics marks a significant step in the high-end semiconductor equipment sector, focusing on the mass transfer of glass-based Micro-LED chips and addressing challenges in industrialization and cost optimization [2][3]. Group 1: Strategic Cooperation - Xinyi Chang and Chenxian Optoelectronics have signed a strategic cooperation framework agreement to collaborate on glass-based Micro-LED technology [2]. - The partnership aims to tackle the core process of mass transfer for glass-based Micro-LED chips and explore applications in commercial displays, smart meetings, and automotive displays [2][3]. - This collaboration is seen as a key move for Xinyi Chang in its strategic layout within the new display sector, targeting a market worth hundreds of billions [2]. Group 2: Industry Trends - The glass-based Micro-LED industry is rapidly emerging, driven by the increasing demand for AI chip computing power and the need for advanced packaging materials [2][3]. - Major global tech companies like AMD, Apple, and NVIDIA are investing in this sector, enhancing the industrialization of semiconductor advanced packaging and high-end optical communication [2]. - The technology has transitioned from laboratory verification to accelerated engineering and industrialization, particularly in high-pixel density and high-brightness displays [3]. Group 3: Technological Advancements - Glass-based Micro-LED technology offers significant advantages such as high reliability, structural simplicity, ultra-high pixel density, and micro-level stitching precision [3]. - The collaboration between Xinyi Chang and Chenxian Optoelectronics is expected to create a synergy that combines technical expertise and industrial resources, facilitating breakthroughs in core processes [3]. Group 4: Future Outlook - The partnership is anticipated to accelerate the localization of core equipment and the iteration speed of processes in the high-end display sector [4]. - As the cooperation deepens, it is expected to help establish a self-controlled industrial ecosystem in China and promote the global market penetration of glass-based Micro-LED technology [4].

Core Viewpoint - The specialized equipment sector experienced a decline of 0.35% on December 9, with major stocks like HeTai Machinery leading the drop. The Shanghai Composite Index closed at 3909.52, down 0.37%, while the Shenzhen Component Index closed at 13277.36, down 0.39% [1]. Group 1: Stock Performance - The top-performing stocks in the specialized equipment sector included: - Dapeng Industrial (Code: 920091) with a closing price of 55.94, up 10.14% on a trading volume of 79,000 shares and a transaction value of 443 million [1]. - ST Xinyuan (Code: 300472) closed at 9.17, up 7.13% with a trading volume of 165,900 shares and a transaction value of 150 million [1]. - Dazhu CNC (Code: 301200) closed at 116.69, up 6.12% with a trading volume of 61,300 shares and a transaction value of 708 million [1]. - Lijun Thermal Energy (Code: 603391) closed at 72.30, up 6.09% with a trading volume of 132,700 shares and a transaction value of 232 million [1]. - Jiangshun Technology (Code: 001400) closed at 66.90, up 4.37% with a trading volume of 17,000 shares and a transaction value of 113 million [1]. Group 2: Capital Flow - On the same day, the specialized equipment sector saw a net outflow of 1.365 billion from major funds, while retail investors contributed a net inflow of 1.303 billion. Speculative funds recorded a net inflow of 61.775 million [3].

Core Insights - The voice coil motor (VCM) market in China is projected to reach approximately 2.231 billion yuan in 2024, reflecting a year-on-year growth of 9.52% driven by the increasing demand in various sectors such as smartphones, industrial automation, and medical devices [1][9][10]. Industry Overview - VCM operates based on the Lorentz force principle, converting electrical energy directly into linear mechanical energy without the need for gears or screws, making it suitable for high-precision positioning and rapid linear motion [2][4]. - The VCM technology encompasses three main types: linear, swing, and multi-axis, each designed for specific applications ranging from autofocus in cameras to complex movements in semiconductor equipment [4][5]. Industry Supply Chain - The upstream supply chain includes raw materials such as magnetic materials, coil materials, and electronic components, while the midstream focuses on the manufacturing of VCMs, and the downstream applications span consumer electronics, automotive electronics, and medical devices [6]. Key Components - The core components of VCM include the permanent magnet assembly, the moving coil, and the guiding mechanism, which collectively ensure rapid response and precise control [7][8]. Market Dynamics - The demand for VCMs in smartphones is expected to remain stable, with the number of VCMs per device increasing from 2-3 to 5-8 due to the trend of multi-camera setups and higher pixel counts [9]. - The penetration of high-end smartphone models is driving the increase in VCM prices and profit margins [9]. Key Companies - Shenzhen Xinyi Chang focuses on semiconductor equipment and has achieved over 90% yield in its VCM applications, while Jiangsu Leili specializes in medical and automotive applications, with its VCMs being used in ventilators and laser radars [10][11]. Industry Trends 1. The application of new materials, such as high-temperature superconducting coils and neodymium iron nitrogen magnets, is reshaping performance boundaries and cost structures, particularly in high-demand sectors like automotive and medical [12]. 2. The integration of AI algorithms and edge computing is transitioning VCMs from passive execution to autonomous decision-making, leading to new business models that combine hardware and software services [13]. 3. The trend towards multi-dimensional integration is transforming VCMs from standard components to comprehensive system solutions, enhancing product value and profit margins [14][15].

Core Points - New Yichang (688383.SH) reported a significant decline in financial performance for the first three quarters of 2025, with a revenue of 594 million yuan, down 22.85% year-on-year, and a net profit attributable to shareholders of 7.815 million yuan, down 88.75% [1] - The company's net cash flow from operating activities also saw a drastic decrease of 78.02%, amounting to 33.83 million yuan [1] Financial Performance Summary - Revenue for the reporting period was 594 million yuan, reflecting a year-on-year decrease of 22.85% [3] - Total profit for the period was 13.35 million yuan, which is an 82.26% decline compared to the previous year [3] - Net profit attributable to shareholders was 7.815 million yuan, down 88.75% year-on-year [3] - Net profit after excluding non-recurring gains and losses was 7.349 million yuan, a decrease of 88.37% [3] - The net cash flow from operating activities was 33.83 million yuan, down 78.02% year-on-year [3] Historical Financial Data - From 2021 to 2024, the company's revenue showed a declining trend: 1.197 billion yuan in 2021, 1.184 billion yuan in 2022, 1.04 billion yuan in 2023, and projected 934 million yuan in 2024 [4] - Net profit attributable to shareholders also decreased from 232 million yuan in 2021 to a projected 40.46 million yuan in 2024 [4] - The net cash flow from operating activities fluctuated, with a negative cash flow of 96 million yuan in 2023 and a positive cash flow of 139 million yuan projected for 2024 [4]

Core Viewpoint - The company Xin Yichang experienced a decline in stock price and trading volume, with significant changes in financing and stockholder dynamics, indicating potential challenges in its financial performance and market position [1][2]. Financing Summary - On November 21, Xin Yichang's stock dropped by 3.90%, with a trading volume of 72.82 million yuan. The financing buy-in amounted to 9.98 million yuan, while financing repayment was 7.87 million yuan, resulting in a net financing buy of 2.10 million yuan. The total financing and securities balance reached 238 million yuan [1]. - The current financing balance of 238 million yuan represents 3.85% of the circulating market value, exceeding the 90th percentile level over the past year, indicating a high financing level [1]. - In terms of securities lending, 800 shares were repaid, and 200 shares were sold on November 21, with a selling amount of 12,100 yuan. The remaining securities lending volume was 3,702 shares, with a balance of 223,800 yuan, which is below the 10th percentile level over the past year, indicating a low lending level [1]. Financial Performance Summary - For the period from January to September 2025, Xin Yichang reported a revenue of 594 million yuan, reflecting a year-on-year decrease of 22.85%. The net profit attributable to the parent company was 7.82 million yuan, down 88.75% year-on-year [2]. - Since its A-share listing, Xin Yichang has distributed a total of 122 million yuan in dividends, with 71.01 million yuan distributed over the past three years [3]. Shareholder Dynamics - As of September 30, 2025, the number of shareholders for Xin Yichang increased to 4,791, a rise of 5.67%. The average circulating shares per person decreased by 5.36% to 21,317 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the eighth largest, holding 718,300 shares, an increase of 35,100 shares from the previous period. Huafu Industrial Upgrade Flexible Allocation Mixed A (002064) entered the top ten as the tenth largest shareholder with 458,000 shares, while Minsheng Jianyin Continuous Growth Mixed A (007731) exited the list [3].

Core Insights - New Yichang's stock price dropped by 5.23% to 59.61 CNY per share, with a trading volume of 68.90 million CNY and a turnover rate of 1.11%, resulting in a total market capitalization of 6.088 billion CNY [1] Company Overview - Shenzhen New Yichang Technology Co., Ltd. was established on June 28, 2006, and went public on April 28, 2021. The company specializes in the research, production, and sales of intelligent manufacturing equipment in industries such as LED, capacitors, semiconductors, and lithium batteries [1] - The revenue composition of the company includes: 81.87% from die bonding machines, 11.15% from capacitor aging testing equipment, 3.31% from parts and maintenance fees, 2.73% from other equipment, and 0.94% from lithium battery equipment [1] Shareholder Insights - Huafu Fund's Huafu Industrial Upgrade Flexible Allocation Mixed A (002064) entered the top ten circulating shareholders of New Yichang, holding 458,000 shares, which is 0.45% of the circulating shares. The estimated floating loss today is approximately 1.5068 million CNY [2] - The fund was established on May 8, 2017, with a latest scale of 494 million CNY. Year-to-date returns are 56.42%, ranking 486 out of 8136 in its category, while the one-year return is 54.71%, ranking 448 out of 8056 [2] Fund Holdings - Huafu Industrial Upgrade Flexible Allocation Mixed A (002064) reduced its holdings by 42,000 shares in the third quarter, maintaining 458,000 shares, which constitutes 6.49% of the fund's net value, making it the seventh-largest holding [3]

Group 1: New Stock Offerings - China Uranium Industry (001280) will begin subscription on November 21, becoming the first uranium stock in A-shares, focusing on natural uranium resource mining, sales, and trade [1] Group 2: Semiconductor Industry - Chinese Commerce Minister Wang Wentao held a video meeting with UK Trade Minister Peter Kyle to discuss the ASML semiconductor issue, emphasizing that the responsibility lies with the Netherlands [3] - The Netherlands' recent suspension of an administrative order is seen as a positive step towards resolving the global semiconductor supply chain crisis [3] Group 3: Trade Relations - The Chinese Foreign Ministry reiterated that Japanese seafood products currently have no market in China due to public sentiment against Japan's leadership statements on Taiwan [2] - The Ministry of Commerce is working with relevant departments to guide localities in implementing policies to enhance the quality and value of used car exports [9] Group 4: Technological Development - Guangdong Province is focusing on developing cutting-edge technology, particularly in areas like "AI+" and "robotics+" to drive innovation and economic growth [3][4] - The Guangdong government aims to expand new scenarios for terminal industries and promote the development of consumer-level smart terminal products [3] Group 5: International Cooperation - The China-EU Investment Trade and Technology Cooperation Conference opened in Chengdu, with EU representatives expressing optimism about future cooperation with Chinese enterprises [7] - The Chinese Academy of Sciences signed a cooperation agreement with the Shanghai government to support the construction of an international science and technology innovation center [5]