| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-08 | 富创精密 | 688409 | 80.33 | 1204.95 | | 友正证券股份有限 公司总部 | 国泰海通证券股份 有限公司沈阳犬省 | | 1月8日，富创精密大宗交易成交15万股，成交额1204.95万元，占当日总成交额的1.29%，成交价80.33元，较市场收盘价80.9元折价0.7%。 ...

Group 1 - The core point of the article highlights a significant block trade of 150,000 shares of Fuchuang Precision on January 7, with a transaction value of 11.8755 million yuan and a transaction price of 79.17 yuan, reflecting a discount of 0.70% compared to the closing price of the day [2] - In the last three months, Fuchuang Precision has recorded a total of 11 block trades, amounting to a cumulative transaction value of 162 million yuan [2] - The closing price of Fuchuang Precision on the day of the report was 79.73 yuan, showing an increase of 5.56%, with a daily turnover rate of 5.80% and a total transaction amount of 1.396 billion yuan, indicating a net inflow of 137 million yuan in main funds for the day [2] Group 2 - Over the past five days, Fuchuang Precision's stock has risen by 17.25%, with a total net inflow of 171 million yuan during this period [2] - The latest margin financing balance for Fuchuang Precision is 564 million yuan, which has decreased by 81.2933 million yuan over the past five days, representing a decline of 12.60% [2]

Group 1 - The core point of the news is that Fuchuang Precision has seen a stock price increase of 5.34%, reaching 79.56 CNY per share, with a trading volume of 617 million CNY and a market capitalization of 24.362 billion CNY as of January 7 [1] - Fuchuang Precision, established on June 24, 2008, specializes in manufacturing precision components for semiconductor equipment using 7nm process technology, with its main revenue sources being mechanical and electromechanical components (68.56%), gas transmission systems (28.92%), and others (2.51%) [1] Group 2 - From the perspective of fund holdings, Fuchuang Precision is a significant investment for the Caitong Fund, with the Caitong Furu Mixed Fund A (501028) holding 25,800 shares, unchanged from the previous period, representing 1.21% of the fund's net value and ranking as the seventh largest holding [2] - The Caitong Furu Mixed Fund A has a total asset size of 58.0718 million CNY, with a year-to-date return of 1.25%, a one-year return of 14.19%, and a cumulative return since inception of 45.7% [2]

Core Viewpoint - The semiconductor equipment stocks in the A-share market experienced a collective rise, with several companies reaching historical highs in their stock prices [1]. Group 1: Stock Performance - Xinyuan Micro (芯源微) saw a 20% increase, reaching a market capitalization of 38.5 billion [2]. - Kema Technology (珂玛科技) rose by over 14%, with a total market value of 49.7 billion [2]. - Pioneer Precision (先锋精科) increased by over 12%, with a market cap of 14.7 billion [2]. - Zhongwei Company (中微公司) experienced a 7.96% rise, bringing its market value to 222.8 billion [2]. - Fuchuang Precision (富创精密) rose by 7.68%, with a market capitalization of 24.9 billion [2]. - Northern Huachuang (北方华创) increased by 6.96%, with a total market value of 376.6 billion [2]. - TuoJing Technology (拓荆科技) saw a 6.74% rise, reaching a market cap of 107.4 billion [2]. - Several companies, including Xinyuan Micro, Kema Technology, Zhongwei Company, Northern Huachuang, TuoJing Technology, and Huahai Qingke (华海清科), reached historical highs [1]. Group 2: Year-to-Date Performance - Xinyuan Micro has a year-to-date increase of 28.47% [2]. - Kema Technology has a year-to-date increase of 33.03% [2]. - Zhongwei Company has a year-to-date increase of 30.50% [2]. - Northern Huachuang has a year-to-date increase of 13.23% [2]. - TuoJing Technology has a year-to-date increase of 15.79% [2].

Group 1 - The A-share semiconductor equipment stocks collectively rose, with notable gains including a 20% increase for Xinyuan Microelectronics, over 14% for Kema Technology, and over 12% for Pioneer Precision [1] - Several companies, including Xinyuan Microelectronics, Kema Technology, Zhongwei Company, and others, reached historical highs [1] - The overall market sentiment in the semiconductor sector appears positive, as indicated by the MACD golden cross signal formation [2] Group 2 - Xinyuan Microelectronics (688037) had a market cap of 38.5 billion and a year-to-date increase of 28.47% [2] - Kema Technology (301611) reported a market cap of 49.7 billion with a year-to-date increase of 33.03% [2] - Zhongwei Company (688012) had a significant market cap of 222.8 billion and a year-to-date increase of 30.50% [2]

Core Viewpoint - The recent block trade of Fuchuang Precision on January 6 involved a transaction of 200,000 shares at a price of 75.00 yuan, reflecting a discount of 0.70% compared to the closing price of the day [2] Group 1: Block Trade Details - The total transaction amount for the block trade was 15 million yuan [2] - The buyer was the headquarters of Founder Securities Co., Ltd., while the seller was the Shenyang Daxilu Securities Branch of Guotai Junan Securities Co., Ltd. [2] - In the last three months, Fuchuang Precision has recorded a total of 10 block trades, amounting to 150 million yuan [2] Group 2: Stock Performance - The closing price of Fuchuang Precision on the day of the block trade was 75.53 yuan, with an increase of 8.66% [2] - The daily turnover rate was 5.22%, with a total transaction volume of 1.181 billion yuan [2] - There was a net inflow of main funds amounting to 61.43 million yuan for the day, and the stock has increased by 9.85% over the past five days [2] Group 3: Margin Financing Data - The latest margin financing balance for Fuchuang Precision is 607 million yuan, which has decreased by 54.52 million yuan over the past five days, representing a decline of 8.24% [2]

1月6日，富创精密大宗交易成交20万股，成交额1500万元，占当日总成交额的1.25%，成交价75元，较市场收盘价75.53元折价0.7%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-06 | 富创精密 | 688409 | 75 1500 20 | 友正证券股份有限 公司总部 | 国泰海通证券股给 | | ...

证券代码：688409 证券简称：富创精密 公告编号：2026-001 沈阳富创精密设备股份有限公司 重要内容提示： 沈阳富创精密设备股份有限公司（以下简称"公司"）董事会于近日收到非独立董事齐雷先生提交的辞职 函，因其个人工作原因，申请辞去公司第二届董事会非独立董事、第二届董事会提名委员会委员职务。 该辞职函自送达公司董事会之日起生效，辞任后齐雷先生不再担任公司的任何职务。 一、董事/高级管理人员离任情况 (一)提前离任的基本情况 关于公司董事离任的公告 ■ 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、准确性和完整性承担法律责任。 (二)离任对公司的影响 齐雷先生的离任不会导致公司董事会成员低于法定最低人数，不会影响董事会和公司经营正常运作。截 至本公告披露日，齐雷先生未直接持有公司股份。齐雷先生确认，其与公司、董事会之间无任何意见分 歧，亦无任何与辞职有关的事项需提请公司股东注意。 齐雷先生在担任公司董事期间勤勉尽责，凭借丰富的行业知识、投资经验维护了公司整体利益，在董事 会中充分发挥作用，公司董事会对齐雷先生在担任公司董事期间为公司所做的贡献表示 ...

Core Viewpoint - Fuchuang Precision experienced a slight decline in stock price on December 31, with a trading volume of 372 million yuan, indicating a mixed market sentiment towards the company. Group 1: Financing and Trading Activity - On December 31, Fuchuang Precision had a financing buy-in amount of 44.71 million yuan and a financing repayment of 38.69 million yuan, resulting in a net financing buy of 6.03 million yuan [1] - The total financing and securities lending balance for Fuchuang Precision reached 616 million yuan, with the financing balance accounting for 2.98% of the circulating market value, indicating a high level compared to the past year [1] - The company had a securities lending repayment of 1,409 shares and a securities lending sell of 1,200 shares, with a sell amount of 80,900 yuan calculated at the closing price [1] Group 2: Company Performance - As of September 30, Fuchuang Precision reported a total revenue of 2.73 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 17.94% [2] - The net profit attributable to the parent company was 37.48 million yuan, showing a significant year-on-year decrease of 80.24% [2] Group 3: Shareholder and Dividend Information - Fuchuang Precision has distributed a total of 356 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the number of shareholders increased to 14,500, a rise of 3.52% from the previous period, while the average circulating shares per person decreased by 3.40% to 12,255 shares [2][3] - Notable changes in institutional holdings include a decrease of 1.08 million shares for Yinhua Integrated Circuit Mixed A and an increase of 220,900 shares for Southern Information Innovation Mixed A [3]

Core Viewpoint - The semiconductor equipment components industry is crucial for the development of the semiconductor sector, with significant growth driven by domestic policies and market demand, leading to a projected market size of 188.79 billion yuan in 2024, representing a year-on-year growth of 34.9% [1][8]. Industry Overview - Semiconductor equipment components are essential building blocks for semiconductor manufacturing equipment, directly impacting precision, stability, and lifespan [2]. - The industry has evolved from complete reliance on imports to local enterprises gradually breaking through, focusing on high-quality and systematic breakthroughs [3]. Market Size and Composition - The market size for semiconductor equipment components in China is expected to reach 188.79 billion yuan in 2024, with the supporting market (including imported equipment) accounting for 92.5% and the maintenance market for 7.5% [1][8]. - Within the supporting market, mechanical components hold the largest share at 36.5%, followed by system transport systems at 16.1% and electrical components at 14.3% [8]. Policy Support - The Chinese government has implemented numerous policies to support the development of the semiconductor industry, including tax reductions and action plans aimed at promoting high-quality growth [4]. Industry Chain - The upstream of the semiconductor equipment components industry includes suppliers of various metals and non-metals, while the midstream involves R&D, design, and production of components, and the downstream includes applications in wafer fabrication and chip packaging [4][5]. Competitive Landscape - Despite a large market, domestic manufacturers have historically captured a small share, with many relying on imported components. However, local firms are increasingly entering the supply chain, focusing on proprietary technology and modular solutions [6][9]. - Major domestic players include companies like 富创精密 (Fuchuang Precision) and 江丰电子 (Jiangfeng Electronics), which have established competitive positions in their respective niches [10][12]. Development Trends - The industry is moving towards systematic penetration of domestic alternatives across all categories, with a focus on high-end components previously reliant on imports [13]. - Future R&D will emphasize high precision and new materials to meet the evolving demands of semiconductor manufacturing [13]. - Collaboration across the supply chain will strengthen, with industry clusters enhancing resource integration and reducing costs [14]. - The integration of AI and a focus on green manufacturing practices are becoming key development directions, aiming to improve efficiency and reduce environmental impact [15][16].