证券代码：688627 证券简称：精智达 公告编号：2025-063 深圳精智达技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 重要内容提示： ■ 一、回购股份的基本情况 深圳精智达技术股份有限公司（以下简称"公司"）于2025年3月10日召开第三届董事会第二十六次会 议，审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金以集中 竞价交易方式回购公司已发行的部分人民币普通股（A股）股票，用于股权激励或员工持股计划。本次 回购资金总额不低于人民币3,000万元（含），不超过人民币5,000万元（含），回购价格不超过人民币 120.34元/股（含）。回购期限为自公司董事会审议通过回购股份方案之日起12个月内。具体内容详见 公司于2025年3月12日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集中竞价交易方式回 购股份的回购报告书》（公告编号：2025-018）。 登录新浪财经APP 搜索【信披】查看更多考评等级 特此 ...

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： | 回购方案首次披露日 | 2025/3/12 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 3,000万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 56.9149万股 | | 累计已回购股数占总股本比例 | 0.61% | | 累计已回购金额 | 4,016.70万元 | | 实际回购价格区间 | 60.53元/股~75.19元/股 | 证券代码：688627 证券简称：精智达 公告编号：2025-063 深圳精智达技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 2025 年 7 月，公司未实施股份回购。自 2025 年 3 月 10 日第三届董事会第二 十六次会议审议通过《关于以集中竞价交易方式回购公司股份方案的议案》之日 起至 2025 年 ...

金融界2025年8月2日消息，国家知识产权局信息显示，苏州精智达智能装备技术有限公司取得一项名 为"一种针对触控屏划线检测的报点延迟侦测系统"的专利，授权公告号CN115639922B，申请日期为 2022年10月。 天眼查资料显示，苏州精智达智能装备技术有限公司，成立于2017年，位于苏州市，是一家以从事研究 和试验发展为主的企业。企业注册资本400万人民币。通过天眼查大数据分析，苏州精智达智能装备技 术有限公司参与招投标项目1次，专利信息41条，此外企业还拥有行政许可3个。 ...

Group 1 - The report emphasizes a focus on the broad technology sector for investment in August, highlighting a "slow bull" market mentality [2][4] - The recommended stocks include leading companies across various industries, such as XianDao Intelligent in machinery and HuaQin Technology in military [2][6] - The report suggests that the current market is experiencing a consolidation phase, with a potential shift from point trading to space trading as profits are realized [4][6] Group 2 - XianDao Intelligent is expected to benefit from the restart of production by domestic leaders, with significant orders projected from partners like Ningde Times [9][10] - HuaQin Technology is positioned to grow due to its leading role in stealth materials, with projected net profits increasing from 4.98 billion to 6.56 billion from 2025 to 2027 [15][16] - Anker Innovation is recognized as a leader in consumer electronics, with a projected overseas revenue share of 96.4% in 2024, driven by strong growth in new products [20][22] Group 3 - JingZhiDa is advancing in the semiconductor testing equipment market, with significant orders expected from major clients, indicating a strong growth potential [25][26] - BoRui Pharmaceutical is projected to see net profits rise from 2.6 billion to 4.3 billion from 2025 to 2027, driven by clinical advancements [29][30] - Focus Technology is leveraging AI tools to enhance seller efficiency and increase cash flow, indicating a positive outlook for its business model [32][34] Group 4 - HaiTianRuiSheng is involved in high-quality data set development, with expected revenue growth of 61%-78% in 2025, supported by government and enterprise contracts [38][39] - DongPeng Beverage is experiencing increased sales due to enhanced brand exposure and product offerings, maintaining a "buy" rating [43][44] - DaJin Heavy Industry is positioned for growth with a strong order backlog and plans for overseas expansion, indicating robust future performance [45][46] Group 5 - XinHeCheng is a leading player in the fine chemical sector, with a focus on vitamins and amino acids, benefiting from a strong integrated supply chain [49][50] - The company is expected to see a recovery in vitamin prices and increased production capacity in amino acids, enhancing its competitive position [53][54] - The report highlights the potential for significant growth in the new materials sector, driven by ongoing projects and market demand [50][52]

Investment Rating - The report provides a positive investment outlook for the medical equipment sector, highlighting potential growth opportunities due to recent procurement trends and market recovery [1]. Core Insights - The medical equipment sector has shown a significant recovery in procurement since Q4 2024, with expectations for financial performance to reflect this recovery by Q3 2025 [1]. - The technology sector is expected to benefit from the commercialization of tier 1 generative models, which could lead to a revaluation of core business segments [1]. - The beverage industry, particularly Dongpeng Beverage, is experiencing strong sales growth, driven by new product launches and market expansion [1]. - The semiconductor equipment sector is seeing increased demand, with a focus on expanding production capabilities and meeting the needs of major clients [1]. - The aerospace and defense sector is positioned for growth as it aligns with national strategic goals, despite facing some operational challenges [1]. - The chemical sector is witnessing a recovery in performance, supported by favorable domestic policies and improving pricing power [1]. - The rare earth industry is expected to see significant growth due to rising demand in high-growth areas such as electric vehicles and robotics [1]. Summary by Category Medical Equipment - The report emphasizes the strong bidding performance of companies in the ultrasound and endoscopy segments, with notable growth in market share expected in 2025 [1]. Technology - The report highlights the potential for revenue growth driven by the deepening of platform capabilities and international expansion strategies [1]. Beverage - Dongpeng Beverage is noted for its rapid sales growth, with new product lines contributing to a more robust revenue stream [1]. Semiconductor Equipment - The report indicates that the company is transitioning from a focus on panel testing to semiconductor equipment, with expectations for significant revenue growth in this area [1]. Aerospace and Defense - The report outlines the strategic importance of the aerospace sector in national planning, with a focus on achieving operational goals despite regulatory challenges [1]. Chemicals - The report discusses the positive outlook for the chemical sector, driven by improved pricing and demand recovery [1]. Rare Earth - The report notes a substantial increase in production and sales in the rare earth sector, driven by strong demand in emerging technologies [1].

Investment Rating - The report maintains an "Outperform" rating for the semiconductor testing equipment industry [1]. Core Insights - The rapid development of AI chips and HBM (High Bandwidth Memory) is driving new testing demands in the semiconductor industry, highlighting the need for improved domestic production capabilities in testing equipment [1][4]. - The domestic semiconductor testing equipment market is expected to grow significantly, with projections indicating a market size of 26.74 billion yuan by 2027, reflecting a compound annual growth rate (CAGR) of approximately 12.6% [16]. - The report emphasizes the importance of post-manufacturing testing to ensure that chips meet design specifications, with a focus on the core testing equipment: testing machines, sorting machines, and probe stations [8][14]. Summary by Sections 1. Semiconductor Post-Manufacturing Testing - Semiconductor testing is crucial across design, manufacturing, and packaging stages to ensure chip functionality meets design specifications [6][8]. - The testing equipment market is stable, with testing machines accounting for over 61.9% of the market share in 2022 [16]. 2. New Requirements from AI Chips and HBM - AI chips are experiencing rapid growth, with the global AI chip market expected to reach approximately $92 billion by 2025, growing at a CAGR of 27.7% [22]. - The complexity of AI chip designs and advanced manufacturing processes increases testing challenges, necessitating more efficient testing systems [29]. 3. Domestic Semiconductor Testing Equipment Market - The domestic market for semiconductor testing equipment is primarily dominated by foreign companies, with a significant opportunity for domestic manufacturers to increase their market share [40]. - Current projections indicate that the domestic localization rate for storage testing machines will only be 8% by 2025, and for SOC testing machines, it will be 9% by 2027 [44]. 4. Investment Recommendations - The report suggests focusing on domestic companies such as Changchuan Technology, Huafeng Measurement and Control, Jinhaitong, Jingzhida, and Helin Micro-Nano, which are expected to benefit from the growing demand for semiconductor testing equipment [4].

Core Viewpoint - The company, Jingzhida (688627.SH), announced the completion of a share reduction plan by its major shareholders, which involved a total reduction of 939,607 shares, representing 1% of the company's total share capital [1][3][5]. Shareholder Reduction Details - The shareholders involved in the reduction are Shenzhen Yuanchuangli Qingyuan Venture Capital Partnership, Changzhou Qingyuan Angel Venture Capital Partnership, Suzhou Xinlin Phase II Venture Capital, and Shanghai Lihua Qingyuan Venture Capital, collectively holding 7,094,655 shares, or 7.55% of the total shares [1][2]. - The reduction was executed through centralized bidding from April 28, 2025, to June 23, 2025, with a total reduction of 939,607 shares at a price range of 71.38 to 83.30 CNY per share, amounting to a total of 73,060,503.64 CNY [3][4]. Current Shareholding Status - After the reduction, the remaining shares held by the shareholders are 6,155,048, which is 6.55% of the total share capital [5]. - The original plan allowed for a maximum reduction of 940,118 shares, indicating that the plan was nearly fully executed with only 511 shares remaining untransacted [5]. Company IPO and Fundraising - Jingzhida was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 18, 2023, with an initial public offering of 23,502,939 shares at a price of 46.77 CNY per share, raising a total of 109,923.25 million CNY [5]. - The net proceeds from the offering, after deducting issuance costs, amounted to 98,656.46 million CNY, exceeding the original fundraising target by 38,656.46 million CNY [5]. Underwriter Participation - The underwriter, CITIC Securities, participated in the offering with a follow-on investment of approximately 4% of the total shares issued, amounting to 940,118 shares, with an investment of 43,969,318.86 CNY, subject to a 24-month lock-up period [6].

Core Points - The article outlines the insider information management system of Shenzhen Jingzhida Technology Co., Ltd, aimed at regulating insider information handling and protecting investors' rights [1][2][3] Chapter Summaries General Principles - The system is established to ensure the confidentiality of insider information and maintain fair information disclosure [1] - The board of directors is responsible for the accuracy and completeness of insider information records, with the chairman as the main responsible person [2] - Unauthorized disclosure of insider information by any department or individual is prohibited [2] Scope of Insider Information and Insiders - Insider information refers to significant information affecting the company's market price that has not been publicly disclosed [3] - The scope of insider information includes major changes in business strategy, significant asset transactions exceeding 30% of total assets, and major losses or debts [4][5] Management and Registration of Insiders - The company must maintain a detailed record of insiders who have access to insider information before it is publicly disclosed [6] - Insiders include company directors, senior management, and significant shareholders, among others [5][6] Confidentiality and Accountability - Insiders are required to keep insider information confidential and are prohibited from trading based on this information [14][15] - The company will impose penalties on insiders who violate confidentiality rules, including administrative and economic sanctions [16][17] Additional Provisions - The system includes specific procedures for reporting insider information to regulatory bodies and maintaining records for at least ten years [20][21] - The board of directors is responsible for interpreting and revising the system, which will take effect upon approval [18][19]

Core Viewpoint - The document outlines the investor relations management measures of Shenzhen Jingzhida Technology Co., Ltd., emphasizing the importance of effective communication between the company and its investors to enhance transparency, protect investor rights, and improve corporate governance. Group 1: General Principles - The purpose of investor relations management is to foster a positive relationship with investors, enhance their understanding of the company, and maximize overall corporate benefits while protecting investor rights [1][2]. - The basic principles of investor relations management include compliance, equality, proactivity, and honesty [2]. Group 2: Management Structure - The board secretary is responsible for investor relations management, and only authorized personnel may represent the company in investor relations activities [3]. - The investor relations management team must possess comprehensive knowledge of the company, including its operations, financials, and governance [16]. Group 3: Communication Channels - The company should utilize multiple channels for investor communication, including its website, media platforms, and direct interactions such as meetings and conferences [4][5]. - Investor communication should be timely, transparent, and accessible, ensuring that all investors, especially minority shareholders, have the opportunity to participate [5][10]. Group 4: Information Disclosure - The company must adhere to legal and regulatory requirements for information disclosure, ensuring that all disclosed information is accurate, complete, and understandable [11][12]. - The company is required to establish a dedicated investor relations section on its website to facilitate communication and provide relevant information [7][8]. Group 5: Handling Investor Complaints - The company has established a dedicated office for handling investor complaints, ensuring timely and fair resolution of issues related to information disclosure and corporate governance [17][18]. - A structured process for documenting and addressing complaints is in place, with a focus on maintaining confidentiality and adhering to legal requirements [20][21].

中信建投证券股份有限公司（以下简称"保荐机构"）对该事项出具了明确 同意的核查意见。现将有关情况公告如下： 证券代码：688627 证券简称：精智达 公告编号：2025-061 深圳精智达技术股份有限公司 关于使用部分暂时闲置募集资金 进行现金管理的公告 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。 深圳精智达技术股份有限公司（以下简称"精智达"或"公司"）于 2025 年 7 月 16 日召开第四届董事会第二次会议，审议通过了《关于使用部分暂时闲 置募集资金进行现金管理的议案》，同意公司及子公司使用额度不超过人民币 6 亿元暂时闲置募集资金（含超募资金）进行现金管理，使用期限自公司上一授权 期限到期日（2025 年 7 月 27 日）起 12 个月内有效。在上述授权额度及期限内， 资金可以循环滚动使用，并于到期后归还至募集资金专项账户。公司使用部分闲 置募集资金进行现金管理将严格遵守上海证券交易所关于上市公司募集资金管 理的相关规定。 一、本次使用闲置募集资金进行现金管理的基本情况 （一）现金管理目的 为提高公司募集资 ...