Group 1 - The stock of 富创精密 (Fuchuang Precision) closed at 89.34 yuan, with a rise of 9.39% on January 16 [1] - A block trade occurred involving 100,000 shares, totaling a transaction amount of 8.871 million yuan, with a transaction price of 88.71 yuan per share and a premium rate of -0.71% [1] - Over the past three months, the stock has seen a total of 10 block trades, with a cumulative transaction amount of 134 million yuan [1] Group 2 - In the last five trading days, the stock has increased by 10.57%, while the main capital has seen a net outflow of 234 million yuan [1]

Group 1 - The core transaction involved 100,000 shares of Fuchuang Precision, with a total transaction value of 8.871 million yuan, accounting for 0.58% of the total trading volume on that day [1] - The transaction price was 88.71 yuan, which represents a discount of 0.71% compared to the market closing price of 89.34 yuan [1] - The buying brokerage was Youzheng Securities Co., Ltd. Headquarters, while the selling brokerage was Guotai Junan Securities Co., Ltd. Shenyang Branch [2]

Core Viewpoint - Fuchuang Precision experienced a 5.03% increase in stock price, reaching 81.50 yuan per share, with a trading volume of 655 million yuan and a turnover rate of 2.71%, resulting in a total market capitalization of 24.956 billion yuan [1] Company Overview - Fuchuang Precision Equipment Co., Ltd. is located in Shenyang, Liaoning Province, and was established on June 24, 2008. The company went public on October 10, 2022. It specializes in the manufacturing of precision components for semiconductor equipment using 7nm process technology [1] - The revenue composition of the company includes: 68.56% from mechanical and electromechanical components, 28.92% from gas transmission systems, and 2.51% from other sources [1] Shareholder Information - Among the top ten circulating shareholders of Fuchuang Precision, a fund under Harvest Fund holds a significant position. The Harvest SSE STAR Market Chip ETF (588200) reduced its holdings by 160,300 shares in the third quarter, now holding 3.4752 million shares, which accounts for 1.96% of the circulating shares. The estimated floating profit today is approximately 13.5532 million yuan [2] - The Harvest SSE STAR Market Chip ETF (588200) was established on September 30, 2022, with a current scale of 40.404 billion yuan. Year-to-date returns are 11.01%, ranking 833 out of 5525 in its category; the one-year return is 76.04%, ranking 289 out of 4208; and since inception, the return is 160.52% [2] Fund Performance - The fund manager of the Harvest SSE STAR Market Chip ETF (588200) is Tian Guangyuan, who has been in the position for 4 years and 314 days. The total asset scale of the fund is 75.408 billion yuan, with the best return during his tenure being 161.1% and the worst being -46.65% [3] Top Holdings - The Harvest New Trend Mixed A Fund (002222) also holds a significant position in Fuchuang Precision, with 2,074 shares, representing 0.5% of the fund's net value, making it the fourth-largest holding. The estimated floating profit today is approximately 8,088.6 yuan [4] - The Harvest New Trend Mixed A Fund (002222) was established on April 8, 2016, with a current scale of 19.5612 million yuan. Year-to-date returns are 4.24%, ranking 3,874 out of 8,840; the one-year return is 8.14%, ranking 6,667 out of 8,094; and since inception, the return is 81.74% [4] Fund Managers - The fund managers of the Harvest New Trend Mixed A Fund (002222) are Lai Lihui and Xuan Xuan. Lai has been in the position for 5 years and 90 days, managing assets totaling 2.951 billion yuan, with the best return during his tenure being 42.13% and the worst being 0.16% [5] - Xuan has been in the position for 6 years and 74 days, managing assets totaling 25.251 billion yuan, with the best return during his tenure being 32.23% and the worst being 1.3% [5]

Core Viewpoint - The semiconductor equipment metal components market in China is experiencing significant growth, with a projected market size of $3.1 billion in 2024, representing a year-on-year increase of 34.8%, and accounting for 42% of the global market, thus becoming a key driver in the global semiconductor equipment metal components industry [1][9]. Overview - Semiconductor equipment metal components are essential for wafer manufacturing, supporting critical processes such as lithography, etching, deposition, and cleaning, which are vital for achieving high performance, reliability, and yield in semiconductor equipment [1][9]. - The industry is classified under "C34 General Equipment Manufacturing" as per the National Economic Industry Classification [2]. Market Development - The development of China's semiconductor equipment metal components industry can be divided into four stages: technology dependence, initial exploration, system construction, and accelerated domestic substitution [4]. - Since 2016, companies have focused on core functional components, achieving breakthroughs in sub-micron precision and ultra-high purity, expanding their customer base from domestic to international manufacturers [5]. Market Policies - The Chinese government has implemented various policies to support the semiconductor industry, including tax reductions and growth action plans, which also benefit the semiconductor equipment metal components sector [6]. Industry Chain - The upstream of the semiconductor equipment metal components industry includes suppliers of raw materials like aluminum alloys and stainless steel, while the midstream consists of production companies, and the downstream involves semiconductor equipment manufacturers and end-users in sectors like consumer electronics and automotive electronics [7]. Competitive Landscape - The global market is dominated by major international players such as Japan's Ferrotec and the US's Ultra Clean Technology, which have established high barriers to entry due to their technological advantages [9]. - The domestic market is characterized by a tiered structure with companies like Fuchuang Precision and Pioneer Precision emerging as key players, with expectations for increased market share as domestic substitution progresses [10]. Development Trends - The industry is expected to focus on technological upgrades, with an emphasis on high-precision processing and the development of corrosion-resistant and thermally stable components [13]. - Domestic companies are anticipated to break through in high-end core components, enhancing their presence in the supply chains of leading semiconductor equipment manufacturers [14]. - Collaborative efforts across the industry chain are expected to intensify, fostering an integrated innovation ecosystem [15]. - Customization and green manufacturing practices are becoming essential to meet diverse market demands and align with global sustainability trends [17].

Group 1 - The company, Fuchuang Precision, announced that it will hold its first extraordinary general meeting of shareholders on January 29, 2026 [1]

Group 1 - The company Fuchuang Precision held its 24th meeting of the second board of directors on January 12, 2026, to review the proposal for changing accounting policies [1] - There is a trend among solar companies to expedite exports ahead of the April 1 deadline, indicating a competitive market environment [1] - Some companies are facing challenges due to skyrocketing raw material costs, such as silver, leading to difficult decision-making processes [1]

证券代码：688409 证券简称：富创精密 公告编号：2026-006 沈阳富创精密设备股份有限公司 关于作废 2023 年限制性股票激励计划部分 限制性股票的公告 1、2023 年 2 月 27 日，公司召开第一届董事会第十八次会议，审议通过了 《关于<沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划（草案）> 及其摘要的议案》《关于<沈阳富创精密设备股份有限公司 2023 年限制性股票激 励计划实施考核管理办法>的议案》《关于提请股东大会授权董事会办理股权激 励相关事宜的议案》等议案，公司独立董事对 2023 年限制性股票激励计划的相 关事项发表了独立意见。 2、2023 年 2 月 27 日，公司召开第一届监事会第九次会议，审议通过了《关 于<沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划（草案）>及其 摘要的议案》《关于<沈阳富创精密设备股份有限公司 2023 年限制性股票激励计 划实施考核管理办法>的议案》《关于核查公司 2023 年限制性股票激励计划首次 授予激励对象名单的议案》等议案，监事会对 2023 年限制性股票激励计划的相 关事项发表了核查意见。 3、2023 年 ...

限制性股票拟归属数量：共计 2.3377 万股。 归属股票来源：公司从二级市场回购的公司人民币 A 股普通股股票。 证券代码：688409 证券简称：富创精密 公告编号：2026-007 沈阳富创精密设备股份有限公司 关于公司 2023 年限制性股票激励计划预留授予部分 第二个归属期符合归属条件的公告 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： 一、2023 年限制性股票激励计划（以下简称"本次激励计划"或"本激励 计划"）的批准及实施情况 （一）本次激励计划主要内容 1、股权激励方式：第二类限制性股票。 2、授予数量：本激励计划拟授予激励对象的限制性股票数量为 167.03 万股， 约占本激励计划草案公告时公司股本总额 20,905.33 万股的 0.7990%。其中，首 次授予限制性股票 151.78 万股，约占本激励计划草案公告时公司股本总额 20,905.33 万股的 0.7260%，约占本激励计划拟授予限制性股票总数的 90.8699%； 预留 15.25 万股，约占本激励计划草案公告时公司股 ...

北京市中伦律师事务所 关于沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划预留授予部分第二个归 属期归属条件成就及作废部分限制性股票相关事宜 的法律意见书 2026 年 1 月 北京市中伦律师事务所 关于沈阳富创精密设备股份有限公司 对本法律意见书，本所律师作出如下声明： 1、 本所律师在工作过程中，已得到富创精密的保证：即公司业已向本所律 师提供了本所律师认为制作法律意见书所必需的原始书面材料、副本材料和口头 证言，其所提供的文件和材料是真实、准确和完整的，且无隐瞒、虚假和重大遗 漏之处。 2023 年限制性股票激励计划预留授予部分第二个归属期归属条 件成就及作废部分限制性股票相关事宜 的法律意见书 致：沈阳富创精密设备股份有限公司 根据沈阳富创精密设备股份有限公司（以下简称"富创精密"、"公司"） 与北京市中伦律师事务所（以下简称"本所"）签订的《法律服务合同》的约定 及受本所指派，本所律师作为公司 2023 年限制性股票激励计划（以下简称"2023 年激励计划"）相关事宜的专项法律顾问，出具本法律意见书。 为出具本法律意见书，本所律师审阅了《沈阳富创精密设备股份有限公司 2023 年限制性股 ...

证券简称：富创精密 证券代码：688409 中信证券股份有限公司 关于 沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划 作废部分限制性股票、预留授予部分第二 个归属期符合归属条件 之 独立财务顾问报告 独立财务顾问 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 二零二六年一月 | | | | 一、释义 | 2 | | --- | --- | | 二、声明 | 3 | | 三、基本假设 | 4 | | 四、限制性股票激励计划的审批程序 | 5 | | 五、独立财务顾问意见 | 8 | | （一）本次作废部分限制性股票的具体情况 8 | | | （二）2023 | 年限制性股票激励计划预留授予部分第二个归属期符合归属条 | | 件的情况 8 | | | （三）结论性意见 12 | | | 六、备查文件及咨询方式 | 13 | | （一）备查文件 13 | | | （二）咨询方式 13 | | 一、释义 2 除非另有说明，本报告中下列简称具有如下特定含义： 富创精密、本公司、 公司、上市公司 指 沈阳富创精密设备股份有限公司，股票代码：688409.SH 2023 年限制性股票激 励 ...