深圳精智达技术股份有限公司 关于召开 2025 年半年度业绩说明会的公告 证券代码：688627 证券简称：精智达 公告编号：2025-069 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： 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 19 日（星期五）14:00-15:00 投资者可于 2025 年 9 月 12 日（星期五）至 9 月 18 日（星期四）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 jzd@seichitech.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。 深圳精智达技术股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日 发布公司《2025 年半年度报告》及其摘要，为便于广大投资者更全面深入地了 解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 19 日（星 期五）14:00-15:00 举行 2025 ...

Core Viewpoint - The company is focused on continuous technological innovation and intellectual property development in the semiconductor testing and inspection field, emphasizing the importance of protecting research and development achievements [1] Group 1: Technological Innovation - The company has applied for a patent related to a "sparse autoencoder model training method, device, equipment, and medium," although it has not yet been authorized [1] - The company closely monitors the development of AI technology, viewing it as a key direction for the intelligent upgrade of semiconductor testing and inspection equipment [1] Group 2: Intellectual Property and R&D - The examination results of the specific patent application do not affect the company's other technological accumulations and patent layouts in this field [1] - The company currently holds multiple authorized patents and technological achievements, which provide strong support for product competitiveness [1] Group 3: Future Development Plans - The company plans to continue its layout around AI-driven high computing power, high storage, and deep human-machine interaction-related demands [1] - The goal is to build a service platform that covers all sites of semiconductor testing and inspection equipment [1]

证券代码：688627 证券简称：精智达 公告编号：2025-068 深圳精智达技术股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 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、准确性和完整性依法承担法律责任。 一、持有人会议召开情况 深圳精智达技术股份有限公司（以下简称"公司"）2025 年员工持股计划第 一次持有人会议于 2025 年 9 月 5 日以现场结合通讯方式召开。会议由公司董事 会秘书彭娟女士主持，会议应出席持有人 40 人，实际出席 40 人，代表公司员工 持股计划份额 50,787,720 份，占公司 2025 年员工持股计划（以下简称"员工持股 计划"或"持股计划"或"本持股计划"）首次授予总份额的 100.00%。本次会 议的召集、召开和表决程序符合公司 2025 年员工持股计划的有关规定。 二、持有人会议审议情况 （一）审议通过《关于设立公司 2025 年员工持股计划管理委员会的议案》 为保证 2025 年员工持股计划的顺利进行，保障持有人的合法权益，根据《深 圳精智达技术股份有限公司 2025 年员工持股计划管理 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Shenzhen Jingzhida Technology Co., Ltd., which saw a stock price increase of 5.29% to 111.87 CNY per share, with a total market capitalization of 10.517 billion CNY [1] - The company specializes in the research, production, and sales of new display device testing equipment, with its main revenue sources being optical detection and calibration systems (52.16%), semiconductor memory device testing (31.06%), aging systems (10.51%), signal generators (4.17%), touch detection systems (1.36%), testing system accessories (0.64%), and other (0.11%) [1] - The company was established on May 31, 2011, and went public on July 18, 2023 [1] Group 2 - From the perspective of fund holdings, the Chuangjin Hexin Fund has a significant position in Jingzhida, with its fund "Chuangjin Hexin Specialized and New Stocks Initiation A" (014736) holding 162,300 shares, accounting for 4.85% of the fund's net value [2] - The fund has seen a year-to-date return of 31.32% and a one-year return of 94.91%, ranking 1100 out of 4223 and 282 out of 3796 respectively in its category [2] - The fund manager, Wang Xianwei, has been in position for 4 years and 196 days, with the best fund return during his tenure being 46.01% [3]

Investment Rating - The report maintains a "Recommended" rating for the company [2][7]. Core Insights - The company has shown impressive growth in the semiconductor testing sector, with a revenue increase of 22.68% year-on-year, reaching 444 million yuan in the first half of 2025. However, the net profit attributable to shareholders decreased by 19.94% to 30.59 million yuan due to increased salary expenses [3][4]. - The semiconductor testing equipment segment experienced significant growth, with revenue soaring by 376.52% to 313 million yuan, driven by strong demand in the global storage and AI sectors [4][5]. - The company has secured major orders exceeding 300 million yuan, marking a validation of its testing machine systems in the market [4][5]. - R&D expenditures reached 60.99 million yuan, accounting for 13.75% of revenue, reflecting the company's commitment to innovation [4][5]. Summary by Sections Financial Performance - In Q2 2025, the company achieved revenue of 292 million yuan, a year-on-year increase of 4.65%, while net profit was 47 million yuan, down 11.1% [4]. - The gross margin for Q2 was 40.40%, showing a 12.69 percentage point increase quarter-on-quarter but a 2.81 percentage point decrease year-on-year [4]. Business Segments - The new display detection equipment segment has seen a notable increase in gross margin, with significant orders in the G8.6 AMOLED production line [4][5]. - The company is actively collaborating with leading manufacturers in the Micro LED and Micro OLED sectors, with demand for detection equipment growing in tandem with performance [4][5]. R&D and Innovation - The company has made substantial progress in R&D, with several projects yielding orders, including a high-resolution imaging colorimeter and advanced packaging MEMS probe cards [4][5]. - The company is focusing on enhancing its testing and packaging solutions, with a total investment of nearly 300 million yuan in advanced packaging equipment [5][7]. Future Outlook - The company is projected to achieve earnings per share (EPS) of 1.92 yuan, 2.88 yuan, and 3.80 yuan for 2025, 2026, and 2027, respectively, indicating a strong growth trajectory [7][11].

Group 1: Company Research Highlights - Jiashi Fund recently conducted research on seven listed companies, focusing on their strategic directions and performance [1][2][3][4][5][6]. - Puxian Technology is focusing on satellite internet and has established a joint laboratory with Xidian ISN for low-orbit satellite communication products [1]. - Lexin Technology launched an AI development board "Miao Ban," which supports natural language interaction and intent recognition [2]. - Zhangyuan Tungsten's tungsten concentrate production increased by 3.24% year-on-year, with significant growth in tungsten powder sales by 43.68% [3]. - Lanjie Technology's main products include memory interface chips and server platforms, primarily used in data centers [4]. - Zoomlion is cautiously optimistic about market demand, with overseas revenue growing approximately 15% [5]. - Jingzhida reported a 22.68% year-on-year revenue increase, with semiconductor business accounting for over 70% of its revenue [6]. Group 2: Financial Performance and Market Outlook - Zhangyuan Tungsten's revenue from Ganzhou Aoketai reached 353.53 million yuan, a 15.36% year-on-year increase, with net profit turning positive [3]. - Zoomlion's mid-term dividend exceeded 60%, with cumulative dividends surpassing 30.6 billion yuan, reflecting a long-term stable return philosophy [5]. - Jingzhida's new orders are gradually increasing its market share, with a focus on high-end chip testing [6]. Group 3: Strategic Collaborations and Innovations - Puxian Technology is developing data governance services and has signed agreements with Helium Star and Yixin Technology to establish a joint R&D center [1]. - Lexin Technology is participating in the AI+ hardware initiative with Volcano Engine and ToyCity [2]. - Shenzhou Digital has over 6 billion yuan in confirmed orders and is collaborating with domestic GPU manufacturers to explore AI applications [6].

Group 1 - The core viewpoint of the news is the performance and financial details of Shenzhen Jingzhida Technology Co., Ltd., which saw a stock price increase of 5.02% to 115.78 CNY per share, with a total market capitalization of 10.885 billion CNY [1] - The company specializes in the research, production, and sales of new display device testing equipment, with its main revenue sources being optical detection and calibration systems (52.16%), semiconductor memory device testing (31.06%), aging systems (10.51%), signal generators (4.17%), touch detection systems (1.36%), testing system accessories (0.64%), and others (0.11%) [1] Group 2 - From the perspective of fund holdings, Rongtong Fund has a significant position in Jingzhida, with its fund "Rongtong New Area New Economy Flexible Allocation Mixed" holding 107,400 shares, accounting for 4.29% of the fund's net value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 23.99% and a one-year return of 36.58%, ranking 3106 out of 8180 and 3904 out of 7967 respectively in its category [2]

Core Viewpoint - On the evening of September 2, the company announced that it will not implement a share buyback by August 2025 [1] Group 1 - The company, 精智达, has officially stated its decision regarding share repurchase plans [1]

证券代码：688627 证券简称：精智达 公告编号：2025-067 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。 第 7 号——回购股份》等相关规定，公司在回购期间，应当在每个月的前 3 个交 易日内公告截至上月末的回购进展情况。现将公司回购股份的实施情况公告如下： 2025 年 8 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 8 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易方式 已累计回购股份 56.9149 万股，占公司总股本比例为 0.61%，回购成交的最高价为 75.19 元/股，最低价为 60.53 元/股，支付的资金总额为人民币 4,016.70 万元（不含 印花税、交易佣金等交易费用）。 鉴于公司存在前次股份回购计划，截至 2025 年 6 月 3 日，公司回购专用证券 账户累计持有公司股份 163. ...

Core Viewpoint - Jingzhida (688627.SH) has initiated a share buyback program, reflecting the company's strategy to enhance shareholder value through capital management [1] Summary by Relevant Sections - **Share Buyback Details** - The company has repurchased a total of 569,149 shares, which accounts for 0.61% of its total share capital [1] - The buyback was conducted through the Shanghai Stock Exchange's centralized bidding system [1] - The highest price paid for the shares was 75.19 CNY per share, while the lowest price was 60.53 CNY per share [1] - The total amount spent on the buyback was 40.167 million CNY, excluding transaction fees such as stamp duty and commissions [1]