格隆汇9月8日丨晶升股份(688478.SH)在投资者互动平台表示，公司的碳化硅长晶设备已批量供应中国 台湾地区及海外厂商。责任编辑：钟离 ...

格隆汇9月8日丨晶升股份(688478.SH)在投资者互动平台表示，公司的碳化硅长晶设备已批量供应中国 台湾地区及海外厂商。 ...

Group 1 - The semiconductor equipment industry is expected to enter a golden development period, with revenue and net profit of companies in this sector showing a continuous growth trend from 2021 to 2024, with revenue growth exceeding 25% and net profit growth exceeding 20% year-on-year [1] - Forecasts indicate that semiconductor equipment companies will maintain revenue growth rates exceeding 25% in 2025 and 2026, with 2025 potentially exceeding 30%, outpacing the overall growth of the semiconductor equipment market in mainland China [1] - A total of 16 companies are predicted to see a significant decline in forward P/E ratios, with net profit growth expected to exceed 10% for 2025 and 2026, and P/E ratios for 2026 forecasted to drop by over 20% compared to the latest rolling P/E [1] Group 2 - Specific companies such as Jing Sheng Co., Zhongke Feicai, and Fuchuang Precision are expected to see their P/E ratios decline by over 75% [1] - The table lists various semiconductor equipment companies along with their year-to-date performance, market capitalization ratios, and projected net profit growth for 2025 and 2026, highlighting significant potential in the sector [2] - For instance, Zhongke Feicai is projected to have a net profit increase of 89.98% in 2026, while Fuchuang Precision is expected to see a 55.68% increase [2]

鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，根 据上海证券交易所相关规定，经公司申请，公司股票（证券简称：晶升股份，证券代码：688478）自 2025年8月26日（星期二）开市起停牌，预计停牌时间不超过10个交易日。具体内容详见公司于2025年8 月26日在上海证券交易所网站（www.sse.com.cn）披露的《南京晶升装备股份有限公司关于筹划发行股 份及支付现金购买资产并募集配套资金事项的停牌的公告》（公告编号：2025-037）。 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 南京晶升装备股份有限公司（以下简称"公司"） 正在筹划以发行股份及支付现金的方式购买北京为准 智能科技股份有限公司（以下简称"北京为准"或"标的公司"）的控股权，同时拟募集配套资金（以下简 称"本次交易"）。 特此公告。 南京晶升装备股份有限公司董事会 2025年9月2日 证券代码：688478 证券简称：晶升股份 公告编号：2025-043 南京晶升 ...

鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免 造成公司股价异常波动，根据上海证券交易所相关规定，经公司申请，公司股票 （证券简称：晶升股份，证券代码：688478）自2025年8月26日（星期二）开市 起停牌，预计停牌时间不超过10个交易日。具体内容详见公司于2025年8月26日 在上海证券交易所网站（www.sse.com.cn）披露的《南京晶升装备股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套资金事项的停牌的公告》（公 告编号：2025-037）。 截至本公告披露日，公司及有关各方正在积极推进本次交易事项的相关工作， 相关各方正在就本次交易方案进行沟通、协商和论证等工作。鉴于上述事项尚存 在不确定性，为维护广大投资者利益，避免公司股价出现异常波动，根据上海证 券交易所的相关规定，公司股票将继续停牌。 南京晶升装备股份有限公司董事会 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。 南京晶升装备股份有限公司（以下简称"公司"） 正在筹划以发行股份及 支付现金的方式购买北京为准智能科技股份有限公 ...

截至本公告披露日，公司及有关各方正在积极推进本次交易事项的相关工作， 相关各方正在就本次交易方案进行沟通、协商和论证等工作。鉴于上述事项尚存 在不确定性，为维护广大投资者利益，避免公司股价出现异常波动，根据上海证 券交易所的相关规定，公司股票将继续停牌。 关于筹划发行股份及支付现金购买资产并募集配套 资金的停牌进展公告 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。 南京晶升装备股份有限公司（以下简称"公司"） 正在筹划以发行股份及 支付现金的方式购买北京为准智能科技股份有限公司（以下简称"北京为准"或 "标的公司"）的控股权，同时拟募集配套资金（以下简称"本次交易"）。 鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免 造成公司股价异常波动，根据上海证券交易所相关规定，经公司申请，公司股票 （证券简称：晶升股份，证券代码：688478）自2025年8月26日（星期二）开市 起停牌，预计停牌时间不超过10个交易日。具体内容详见公司于2025年8月26日 在上海证券交易所网站（www.sse.com.cn）披露 ...

Core Insights - A total of 13 stocks were suspended from trading on September 1, including Zhenyang Development, Xinyuan Co., and Shinke Co. [1] Group 1: Stock Suspension Details - Zhenyang Development: Suspended for one day due to plans for a major asset restructuring [2] - Xinyuan Co.: Suspended for one day due to plans for a major asset restructuring [2] - Shinke Co.: Suspended for one day due to significant matters [2] - Jingsheng Co.: Suspended for one day due to an important announcement [2] - Kuangda Technology: Suspended starting today due to significant matters [2] - Zhongben International: Suspended starting today due to plans for a major asset restructuring [2] - Zhonghuan Hailu: Suspended for one day due to significant matters [2] - China Shipbuilding Industry: Suspended for one day due to an important announcement [2] - Dongxin Co.: Suspended for one day due to undisclosed significant matters [2] - Dongzhu Ecology: Suspended for one day due to plans for a major asset restructuring [2] - *ST Zitian: Suspended for one day due to significant matters [2] - *ST Guangdao: Suspended for one day due to abnormal stock trading fluctuations [2] - *ST Tianmao: Suspended for one day due to significant matters [2]

Financial Performance - The company reported total revenue of 158 million yuan for the first half of 2025, a year-on-year decrease of 20.29% [1] - The net profit attributable to shareholders was -7.45 million yuan, down 121.29% year-on-year [1] - The gross profit margin fell to 3.87%, a decrease of 87.38% compared to the previous year [1] - The net profit margin was -4.7%, down 126.71% year-on-year [1] - Accounts receivable increased by 58.51% year-on-year, reaching 179 million yuan [1] Operational Insights - The company's return on invested capital (ROIC) was 3.25% last year, indicating weak capital returns [3] - The average operating cash flow over the past three years was negative, with a ratio of -19.14% to current liabilities [3] - The company has a healthy cash asset position, but the financial expenses have been a concern due to negative cash flow from operating activities [3] Market Position and Future Outlook - The semiconductor-grade single crystal silicon furnace business is expected to grow significantly this year, with high technical barriers and maintained gross margins [4] - The delivery cycle for major products is approximately 3-4 months for silicon carbide single crystal furnaces and around 6 months for semiconductor-grade single crystal silicon furnaces [5] - The company is focusing on market share acquisition and deep cooperation with key customers, prioritizing long-term growth over short-term profits [6] Shareholder Actions - The chairman's shareholding increase is based on confidence in the company's future development and long-term investment value [7] - The increase in shareholding is still ongoing, with the company committed to timely information disclosure regarding the progress [7]

Group 1 - The company reported a revenue of 158 million yuan for the first half of 2025, representing a year-on-year decrease of 20.29% [1] - The net profit attributable to shareholders of the listed company was -7.45 million yuan, a year-on-year decline of 121.29% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -20 million yuan, showing a year-on-year decrease of 213.81% [1] - The basic earnings per share were -0.05 yuan [1]

证券代码：688478 证券简称：晶升股份 公告编号：2025-041 南京晶升装备股份有限公司 第二届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 南京晶升装备股份有限公司（以下简称"公司"）第二届董事会第十三次会 议通知已于2025年8月19日向全体董事发出，会议于2025年8月29日在公司会议室 以现场及通讯方式召开。会议应出席董事7名，实际出席董事7名，本次会议由董 事长李辉主持。本次会议的召集、召开及表决程序符合《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）等有关法律、行政法规、规范性文件和《南京晶升装备股份有限公司章 程》（以下简称"《公司章程》"）的规定，会议决议合法有效。 二、董事会会议审议情况 （一）审议通过《关于2025年半年度报告及摘要的议案》 董事会认为：公司2025年半年度报告及摘要的编制和审议程序符合相关法律、 法规及《公司章程》等内部管理制度的规定。报告内容真实、准确、完整地反映 了公 ...