Core Viewpoint - The company, NAIKE Equipment, is involved in the semiconductor packaging and plastic extrusion molding sectors, focusing on intelligent manufacturing equipment and solutions, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [4][8]. Group 1: Company Overview - NAIKE Equipment was established on October 8, 2005, and went public on November 7, 2022, specializing in the research, production, and sales of intelligent manufacturing equipment for semiconductor packaging and plastic extrusion molding [8]. - The company's main products include semiconductor packaging equipment, plastic extrusion molding molds, and downstream equipment, with revenue composition being 64.66% from plastic extrusion molding molds, 26.93% from semiconductor packaging equipment, and 4.94% from semiconductor packaging molds [8]. Group 2: Financial Performance - For the period from January to September 2025, NAIKE Equipment achieved a revenue of 220 million yuan, representing a year-on-year growth of 11.59%, and a net profit attributable to shareholders of 66.24 million yuan, up 14.70% year-on-year [9]. - The company reported that as of September 30, 2024, overseas revenue accounted for 60.53% of total revenue, benefiting from the depreciation of the RMB [4]. Group 3: Market Activity - On November 11, the stock price of NAIKE Equipment fell by 1.44%, with a trading volume of 40.43 million yuan and a turnover rate of 2.33%, leading to a total market capitalization of 3.288 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 1.09 million yuan on the day of analysis, ranking 67th out of 166 in its industry [5][6]. Group 4: Industry Context - NAIKE Equipment operates within the electronic semiconductor equipment sector, with its business aligned with concepts such as integrated circuits, semiconductors, advanced packaging, and specialized manufacturing [9]. - The company is actively upgrading its packaging equipment to support advanced packaging forms like FCCSP and FCBGA, indicating a focus on innovation in semiconductor manufacturing processes [2][3].

Core Insights - Nake Equipment (688419) reported a net financing purchase of 1.295 million yuan on November 5, 2025, with a total financing balance of 58.6702 million yuan, indicating a strong buying interest in the stock [1][2]. Financing Activity Summary - On November 5, 2025, the net financing purchase was 1.295 million yuan, with a financing balance of 58.6702 million yuan, representing 6.86% of the circulating market value [2]. - The financing balance increased by 2.26% from the previous day, reflecting a positive market sentiment [3]. - Over the past three trading days, the cumulative net financing purchase reached 3.7123 million yuan, indicating sustained buying interest [1]. Historical Financing Data - The financing balance has shown a consistent upward trend over the last few trading days, with the following net purchases: - November 4: 754,100 yuan [2] - November 3: 1.6632 million yuan [2] - October 31: 1.9685 million yuan [2] - October 30: -963,400 yuan (indicating a net outflow) [2]. - The overall financing balance has increased from 52.9895 million yuan on October 30 to 58.6702 million yuan on November 5 [3].

证券代码：688419 证券简称：耐科装备 公告编号：2025-034 安徽耐科装备科技股份有限公司 首次公开发行部分限售股上市流通公告 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上 市股数为28,736,544股。 本次股票上市流通总数为28,736,544股。 本次股票上市流通日期为2025 年 11 月 7 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意安徽耐科装备科技股份 有限公司首次公开发行股票注册的批复》（证监许可〔2022〕2207 号）， 安徽耐科装备科技股份有限公司（以下简称"公司"、"耐科装备"） 向境内投资者首次公开发行人民币普通股 20,500,000 股，并于 2022 年 11 月 7 日在上海证券交易所科创板上市，发行完成后总股本为 82,000,000 股，其中有限售条件流通股 63,351,329 股，无限售条件流 通股 18,648,671 股。具体详见公司 2022 年 11 月 15 ...

首次公开发行部分限售股上市流通的核查意见 国元证券股份有限公司（以下简称"国元证券"或"保荐机构"）作为安徽 耐科装备科技股份有限公司（以下简称"耐科装备"或"公司"）首次公开发行 股票并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共 和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票 上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等法律法规，对耐科装备部分限售股上市流通事项进行了认真、审慎的核 查，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意安徽耐科装备科技股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕2207 号），安徽耐科装备科 技股份有限公司（以下简称"公司"、"耐科装备"）向境内投资者首次公开发行 人民币普通股 20,500,000 股，并于 2022 年 11 月 7 日在上海证券交易所科创板 上 市 ， 发 行 完 成 后 总 股 本 为 82,000,000 股 ， 其 中 有 限 售 条 件 流 通 股 63,351,329 股，无限售条件流通股 18,648,671 ...

Core Points - The company, Anhui Naike Equipment Technology Co., Ltd., will hold a Q3 2025 performance briefing on November 6, 2025, from 10:00 to 11:00 AM [2][4] - The briefing will be conducted in an interactive online format at the Shanghai Stock Exchange Roadshow Center [3][4] - Investors can submit questions for the briefing from October 30 to November 5, 2025, and the company will address commonly asked questions during the session [2][5] Meeting Details - Meeting Date and Time: November 6, 2025, from 10:00 to 11:00 AM [4] - Meeting Location: Shanghai Stock Exchange Roadshow Center [4] - Participants include the Chairman, Secretary of the Board, CFO, and an Independent Director [4] Investor Participation - Investors can join the briefing online via the Shanghai Stock Exchange Roadshow Center [4][5] - Questions can be submitted through the Roadshow Center's website or via the company's email before the deadline [5]

证券代码：688419 证券简称：耐科装备 公告编号： 2025-033 安徽耐科装备科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： https://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 10 月 30 日（星期四）至 11 月 05 日（星期 三）16：00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 ir@nextooling.com 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 安徽耐科装备科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告，为便于广大投资者更 全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计 划于 2025 年 11 月 06 日(星期四) 10:00-11:00 举行 2025 年第三季 度业绩说明会，就投资者关心的问题进行交流。 一、 说 ...

Core Insights - Neike Equipment (688419.SH) reported its Q3 2025 results, revealing that as of October 27, 2025, seven institutional investors held a total of 29.953 million shares, representing 26.15% of the company's total equity [1] Institutional Holdings - The total institutional holding percentage decreased by 0.19 percentage points compared to the previous quarter [1] - Notable institutional investors include Tongling Songbao Intelligent Equipment Co., Ltd., Anhui Tuo Ling Investment Co., Ltd., J.P. Morgan Securities PLC, Barclays Bank PLC, and others [1] Public Fund Activity - One public fund, the Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials Equipment Theme ETF, increased its holdings by 0.20% compared to the last period [1] - One new public fund disclosed its holdings this period, namely the Yimin Dividend Growth Mixed Fund [1] - A total of 67 public funds did not disclose their holdings this quarter, including notable funds such as Guotou Ruijin Shanghai Stock Exchange Sci-Tech Innovation Board Comprehensive Price Index Enhanced A and others [1]

Core Viewpoint - The company, Anhui Naike Equipment Technology Co., Ltd., has released its quarterly report, ensuring the accuracy and completeness of the financial information presented, and confirming that the report has not been audited [1]. Financial Data Summary - The report includes key financial data and indicators, with all figures presented in Renminbi (RMB) [1]. - The company plans to implement a capital increase by distributing 4 shares for every 10 shares held, resulting in a total increase of 32,551,669 shares [1]. Non-Recurring Gains and Losses - The company has identified non-recurring gains and losses, but specific amounts and reasons for classification are not detailed in the report [2]. Shareholder Information - There is no change in the number of shareholders or significant changes in the top ten shareholders compared to the previous period [4]. Other Important Information - The report does not include any additional reminders or important information regarding the company's operational status during the reporting period [4]. Financial Statements - The financial statements, including the consolidated balance sheet, profit and loss statement, and cash flow statement for the period ending September 30, 2025, are presented but are not audited [5].

Core Insights - The company reported a revenue of 220,336,402.50 yuan for the first three quarters of 2025, representing a year-on-year growth of 11.59% [2] - The net profit attributable to shareholders for the same period was 66,240,523.84 yuan, showing a year-on-year increase of 14.70% [2] Financial Performance - Revenue for the first three quarters of 2025: 220.34 million yuan [2] - Year-on-year revenue growth: 11.59% [2] - Net profit for the first three quarters of 2025: 66.24 million yuan [2] - Year-on-year net profit growth: 14.70% [2]

Core Insights - The company reported a revenue of 220 million yuan for the first three quarters of 2025, representing a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders reached 66.24 million yuan, marking a year-on-year increase of 14.7% [1] - The non-recurring net profit was 57.86 million yuan, showing a significant year-on-year growth of 24.71% [1] - The basic earnings per share stood at 0.58 yuan [1]