Group 1 - The core viewpoint of the article is that Xinyi Chang (688383.SH) has developed a composite copper foil integrated forming machine through its subsidiary Haiwei Vacuum, which is primarily used in the film capacitor and lithium battery industries [1] - The integrated forming machine is designed for applications in composite current collectors and PET coating for flexible displays, but it is not suitable for PCB copper foil [1]

Group 1 - The core point of the article highlights the performance and business profile of Shenzhen Xinyi Chang Technology Co., Ltd., which saw a stock price increase of 5.13% to 76.38 CNY per share, with a total market capitalization of 7.801 billion CNY [1] - The company, established on June 28, 2006, and listed on April 28, 2021, 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] Group 2 - From the perspective of major circulating shareholders, Minsheng Jia Yin Fund's "Minsheng Jia Yin Sustained Growth Mixed A" fund entered the top ten circulating shareholders, holding 688,000 shares, which is 0.67% of the circulating shares [2] - The fund has achieved a year-to-date return of 25.5%, ranking 3355 out of 8174 in its category, and a one-year return of 61.45%, ranking 2125 out of 7982 [2] - The fund manager, Zhu Chenzhe, has been in position for 3 years and 277 days, with the fund's total asset size at 1.483 billion CNY and a best return of 9.86% during his tenure [3]

来源：公司官微 来源：公司官微 新益昌（688383.SH）携子公司深圳新益昌开玖自动化设备有限公司、深圳新益昌飞鸿科技有限公司的 多款核心设备亮相展会，包括Flip chip固晶机、粗铝丝焊线机K580、测试分选编带机等智能制造装备， 全面展现公司在半导体封测与光通讯领域的技术实力与产品布局。 9月10日，全球半导体行业盛会——「SEMICON Taiwan 2025」在台北南港展览馆隆重开幕。本届展会 以"世界同行 创新启航"为主题，汇聚逾1200家企业、4100个展位，吸引超10万名专业人士参与，规模 创历史之最。 展会首日，新益昌展台便迎来众多行业专家与新老客户，现场交流热烈。团队通过深入沟通，收获诸多 宝贵建议，为后续产品研发与技术升级提供重要方向。（CIS） ...

Core Viewpoint - The 26th China International Optoelectronic Expo (CIOE 2025) has commenced in Shenzhen, showcasing advancements in high-end intelligent manufacturing equipment, particularly in the vacuum equipment sector by Shenzhen Xinyi Chang Haiwei Vacuum Equipment Co., Ltd. [1] Group 1: Company Overview - Shenzhen Haiwei Vacuum, a core member of Xinyi Chang, focuses on the research and manufacturing of core vacuum equipment in the fields of new energy, new materials, optoelectronics, and semiconductor chips [1] - The company has developed the world's first integrated forming machine for composite copper foil, demonstrating its innovative capabilities in the semiconductor vacuum equipment and composite copper foil winding equipment sectors [1] Group 2: Technological Advancements - Haiwei Vacuum has made significant progress in the optical coating field, overcoming several critical technological challenges and securing multiple core patents [1] - The company aims to provide ultra-high quality coating and vacuum technology solutions to its clients, reflecting its commitment to technological innovation [1] Group 3: Industry Collaboration - The participation in the expo is seen as a strategic opportunity for Haiwei Vacuum to collaborate with industry partners and promote innovation and application in material preparation technology [1]

Group 1 - The core point of the news is that Shenzhen Xinyi Chang Technology Co., Ltd. has seen a stock price increase of 5.52%, reaching 73.97 CNY per share, with a total market capitalization of 7.555 billion CNY [1] - The company specializes in the research, production, and sales of intelligent manufacturing equipment in industries such as LED, capacitors, semiconductors, and lithium batteries, contributing to advanced and stable solutions for smart manufacturing [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] Group 2 - Minsheng Jia Yin Fund's "Minsheng Jia Yin Sustained Growth Mixed A" (007731) has entered the top ten circulating shareholders of Xinyi Chang, holding 688,000 shares, which is 0.67% of the circulating shares [2] - The fund has achieved a year-to-date return of 22.28% and a one-year return of 52.1%, ranking 3398 out of 8175 and 2511 out of 7982 respectively [2] - The fund manager, Zhu Chenzhe, has been in position for 3 years and 272 days, with the fund's total asset size at 1.483 billion CNY [3]

Group 1: Semiconductor Equipment Manufacturers - Companies in the semiconductor equipment sector reported smooth progress in product research and market introduction, indicating a positive outlook for future developments [1] - MicroNano's ALD (Atomic Layer Deposition) equipment has achieved industrial application in high-k materials and metal compound films, with increasing production scale [1] - New Yichang has successfully validated multiple wire bonding and testing packaging equipment, receiving market recognition and bulk orders [1] Group 2: Semiconductor Testing Equipment - YaoMai Technology is advancing in semiconductor testing equipment across three levels: silicon photonic wafer testing, IC carrier board testing, and MEMS sensor testing [2] - The silicon photonic testing equipment has been continuously delivered to overseas wafer fabs, while IC carrier board testing is in the prototype system testing phase [2] - MEMS sensor testing equipment has gained recognition from leading domestic clients, with incremental orders being secured [2] Group 3: Semiconductor Materials Manufacturers - Domestic semiconductor manufacturers are rapidly enhancing competitiveness, breaking the original global industry pattern, with expansion becoming a key focus for semiconductor materials companies [3] - ShenGong Co. plans to steadily expand production capacity for silicon components, which will drive growth in large-diameter silicon materials [3] - The company anticipates that internal demand for silicon components will actively drive growth, rather than relying solely on overseas recovery [3] Group 4: Production Expansion Plans - TianCheng Technology is expanding production capacity to meet increasing orders, planning to increase the capacity of its Jinshan plant from 30,000 tons to 40,000 tons annually [4] - A new plant in Zhuhai with an annual capacity of 30,000 tons is set to begin construction soon, targeting the South China PCB market [4] - A fully-owned subsidiary in Thailand is expected to complete a 30,000-ton plant by 2026, enhancing supply capabilities in Southeast Asia [4] Group 5: Revenue Growth Expectations - Longtu Photoresist's new products from its Zhuhai plant are expected to gradually ramp up production in the second half of the year, leading to significant year-on-year revenue growth [5] - The company aims to leverage capacity release in Zhuhai as a turning point for performance recovery through high-end process breakthroughs and customer structure upgrades [5] - Fangbang Co., as an electronic materials platform enterprise, anticipates positive performance growth with the gradual ramp-up of new products such as peelable copper and flexible copper-clad laminates [5]

格隆汇9月10日丨新益昌(688383.SH)在投资者互动平台表示，公司目前在机器人领域的项目正按计划推 进中。公司预计于今年9月底推出小脑和轮式机器人产品，元旦左右推出双足人形机器人产品。 ...

据新益昌消息，近日，公司在珠海京东方晶芯科技有限公司Mini/Micro LED COB显示产品扩产项目招 标中再次中标，招标范围为固晶机。 ...

证券代码：688383 证券简称：新益昌 公告编号：2025-045 深圳新益昌科技股份有限公司 关于参加 2025 年半年度科创板半导体设备及材料行业 集体业绩说明会的公告 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，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： 会议召开时间：2025 年 9 月 10 日（星期三)15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://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 3 日（星期三)至 9 月 9 日（星期二）16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过邮件、电话等形式将需要 了解和关注的问题提前提供给公司。公司将在说明会上对投资者普遍关注的问题 进行回答。 深圳新益昌科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 18 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 ...

Market Performance - The Hong Kong stock market indices collectively declined, marking a three-day losing streak, with the Hang Seng Index falling by 0.81% and closing below the 25,000-point mark [1] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index dropped by 1.15% and 0.94%, respectively [1] - Notably, southbound capital recorded a net sell-off exceeding 20 billion HKD [1] Sector Performance - Major technology stocks exhibited poor performance, with Meituan experiencing the largest drop of 12.55% post-earnings, followed by JD.com down 5%, Alibaba down 4.69%, and Baidu down over 1% [1] - Infrastructure-related stocks, including heavy machinery, high-speed rail construction, steel, and building materials, also saw significant declines [1] - Popular sectors such as stablecoin concepts, automotive stocks, innovative pharmaceuticals, and new consumption concepts faced downward pressure [1] Semiconductor Sector - There is a positive outlook for the accelerated replacement of domestic chips, leading to significant gains in semiconductor stocks, with InnoCare Pharma surging over 15% [1] - Semiconductor heavyweight SMIC rose nearly 11%, reaching a new high since its listing [1] - Other active sectors included robotics, brain-computer interface concepts, insurance, oil, and military stocks [1]