Core Viewpoint - Shenzhen Xinyichang Technology Co., Ltd. has signed a sales contract with Zhongshun Semiconductor Technology Co., Ltd., but Zhongshun Panzhihua has failed to make the agreed payment, leading to legal action by the company to protect its rights and interests [1] Group 1 - The company has supplied goods as per the contract, but Zhongshun Panzhihua has not paid the outstanding amount of 37,420,000 yuan [1] - A supplementary agreement was signed to mortgage all machinery equipment purchased under the contract to ensure the payment of the outstanding amount [1] - Liu Wenjun and other related entities have provided guarantees for the payment obligations under the sales contract [1] Group 2 - The company has filed a lawsuit in the Renhe District People's Court of Panzhihua City against Zhongshun Panzhihua and other defendants to safeguard its legal rights [1] - The company has received a case acceptance notice from the court regarding the lawsuit [1]

人民财讯9月23日电，新益昌(688383)9月23日公告，公司与中顺半导体科技(攀枝花)有限公司(简称"中 顺攀枝花")签署了《购销合同》，公司如约供货，但中顺攀枝花却未按照合同约定支付货款。公司依法 向攀枝花市仁和区法院提起诉讼，并于近日收到法院出具的受理案件通知书。涉案金额合计约3855.87 万元。 ...

深圳新益昌科技股份有限公司发布重大诉讼公告。公司与中顺半导体科技（攀枝花）有限公司签《购销 合同》并供货，但对方未按约付款。公司向攀枝花市仁和区人民法院起诉中顺攀枝花、刘文军、浙江中 顺及深圳中顺，涉案金额包括欠付货款本金3742万元、逾期付款违约金、律师费、诉讼财产保全保函费 等，合计38558661元。目前案件已立案受理暂未开庭，审判结果、执行情况不确定，无法预计对公司利 润影响，公司将及时披露进展，提醒投资者注意风险。 ...

格隆汇9月16日丨新益昌(688383.SH)在投资者互动平台表示，公司子公司海威真空产品暂不涉及CPO光 通信领域，海威真空产品推出，有助于公司进一步拓展半导体、新能源、新材料等领域，实现多元化发 展。 ...

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]