Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

场的竞争地位。随着半导体存储器件测试需求的持续释放，本次设备交付为公司后续获取批量订单、拓 展市场创造有利条件，预计将对公司未来经营业绩产生积极影响。以本次交付的高速测试机为代表，公 司的系统化全站点布局能够有效支撑下游客户在关键生产环节的自主可控需求，为公司中长期发展战略 的实施提供坚实保障。公司将持续围绕全站点服务能力建设目标，深化在半导体测试检测领域的技术创 新及市场拓展。 格隆汇9月24日丨精智达(688627.SH)公布，公司近日向国内重点客户交付首台高速测试机。该设备主要 应用于半导体存储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设备主要 产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能力，展现出较强的综合竞争优 势。 ...

本次首台高速测试机的交付有助于进一步巩固公司在半导体存储测试设备市场的竞争地位。随着半导体 存储器件测试需求的持续释放，本次设备交付为公司后续获取批量订单、拓展市场创造有利条件，预计 将对公司未来经营业绩产生积极影响。 智通财经APP讯，精智达(688627.SH)发布公告，公司近日向国内重点客户交付首台高速测试机。该设 备主要应用于半导体存储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设 备主要产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能力，展现出较强的综合 竞争优势。 以本次交付的高速测试机为代表，公司的系统化全站点布局能够有效支撑下游客户在关键生产环节的自 主可控需求，为公司中长期发展战略的实施提供坚实保障。公司将持续围绕全站点服务能力建设目标， 深化在半导体测试检测领域的技术创新及市场拓展。 ...

人民财讯9月24日电，精智达(688627)9月24日公告，公司近日向国内重点客户交付首台高速测试机，该 设备主要应用于半导体存储器测试环节，解决高速测试需求。 公司目前已基本完成半导体存储器件测试设备主要产品的全面布局，可为客户提供系统化解决方案，初 步形成全站点服务能力。此次交付有助于巩固公司在半导体存储测试设备市场的竞争地位，预计将对公 司未来经营业绩产生积极影响。 ...

深圳精智达技术股份有限公司 关于交付首台高速测试机的自愿性披露公告 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： 一、本次高速测试机交付情况 二、高速测试机交付对公司的影响 证券代码：688627 证券简称：精智达 公告编号：2025-077 公司近日向国内重点客户交付首台高速测试机。该设备主要应用于半导体存 储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设 备主要产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能 力，展现出较强的综合竞争优势。 本次交付系向重点客户进行交付的首台高速测试机，未来仍需进一步开展市 场推广及产品技术升级。该设备从调试运行到达产达标尚需一定时间，若未来市 场推广进度、产品技术升级不及预期或者行业及客户需求发生变化，可能对该类 产品的规模化销售产生影响。敬请广大投资者注意投资风险。 特此公告。 深圳精智达技术股份有限公司董事会 2025 年 9 月 25 日 本次首台高速测试机的交付有助于进一步巩固公司在半导体存储测试设备 市场的竞争地位。随 ...

Core Viewpoint - The company has completed a comprehensive layout of semiconductor memory testing equipment, addressing high-speed testing demands and showcasing strong competitive advantages in providing systematic solutions to customers [1] Group 1 - The equipment is primarily used in the semiconductor memory testing segment [1] - The company has established a full-site service capability, indicating a robust competitive edge [1] - The focus on high-speed testing requirements highlights the company's commitment to meeting industry needs [1]

Group 1 - The core viewpoint of the news is the significant stock price increase of Shenzhen Jingzhida Technology Co., Ltd., which has risen 44.33% over the past five days, reaching a price of 188.90 CNY per share [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] - As of the latest data, the total market capitalization of Jingzhida is 17.759 billion CNY, with a trading volume of 1.083 billion CNY and a turnover rate of 8.48% [1] Group 2 - The fund "Huitianfu Mobile Internet Stock A" has increased its holdings in Jingzhida by 59,500 shares, bringing its total to 996,800 shares, which represents 3.45% of the fund's net value [2] - The fund has achieved a floating profit of approximately 9.898 million CNY today and a total floating profit of 54.7927 million CNY during the five-day stock price increase [2] - The fund has a total asset size of 2.317 billion CNY and has delivered a year-to-date return of 72.69%, ranking 101 out of 4,220 in its category [2]

Group 1 - The core viewpoint of the news highlights the significant increase in the stock price of Jingzhida, which rose by 16.97% on September 23, with a trading volume of 1.315 billion yuan [1] - As of September 23, the financing balance of Jingzhida reached 463 million yuan, accounting for 3.58% of its circulating market value, indicating a high level of financing activity compared to the past year [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%) and semiconductor memory device testing (31.06%) [1] Group 2 - As of September 10, the number of shareholders in Jingzhida increased to 6,335, reflecting a growth of 33.34%, while the average circulating shares per person decreased by 24.02% [2] - For the first half of 2025, Jingzhida reported a revenue of 444 million yuan, representing a year-on-year growth of 22.68%, but the net profit attributable to the parent company decreased by 19.94% to 30.587 million yuan [2] - Since its A-share listing, Jingzhida has distributed a total of 64.8572 million yuan in dividends [3]

Core Insights - On September 23, 2023, the Shanghai-Hong Kong Stock Connect saw its special seats appear in 13 stocks on the Dragon and Tiger list, indicating significant trading activity in these stocks [1][2] - The net buying activity was led by Shanghai Construction Engineering, Electric Wind Power, and Fuda Co., with net buying amounts of 203.87 million, 29.47 million, and 24.44 million respectively [1][2] - Conversely, net selling was observed in Zhejiang University Net New, Shoukai Co., and Jingzhida, with net selling amounts of 101.30 million, 52.81 million, and 46.61 million respectively [1][2] Summary by Category Net Buying Stocks - Shanghai Construction Engineering: Net buying of 203.87 million, with a daily increase of 7.69% and a turnover rate of 24.21% [2] - Electric Wind Power: Net buying of 29.47 million, with a daily increase of 15.55% and a turnover rate of 4.53% [2] - Fuda Co.: Net buying of 24.44 million, with a daily increase of 10.03% and a turnover rate of 10.57% [2] - Other notable net buyers include Galun Electronics and Zhongke Lanyun, with net buying amounts of 11.80 million and 5.26 million respectively [2] Net Selling Stocks - Zhejiang University Net New: Net selling of 101.30 million, with a daily increase of 4.14% and a turnover rate of 29.06% [2] - Shoukai Co.: Net selling of 52.81 million, with a daily decrease of 4.13% and a turnover rate of 17.81% [2] - Jingzhida: Net selling of 46.61 million, with a daily increase of 16.97% and a turnover rate of 10.31% [2] - Other notable net sellers include Electronic City and Haile Co., with net selling amounts of 11.03 million and 0.26 million respectively [2]

Group 1 - The stock of Jingzhida (688627) closed at 178.97 yuan on September 23, with a rise of 16.97%, a turnover rate of 10.31%, and an amplitude of 11.94%, resulting in a total transaction amount of 1.315 billion yuan [2] - The stock was listed on the daily trading list due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction amount of 434 million yuan, with a net selling amount of 68.47 million yuan [2] Group 2 - Among the top five buying departments, two were institutional special seats, with buying amounts of 46.70 million yuan and 31.27 million yuan, totaling 105 million yuan [3] - The selling departments included two institutional special seats, with selling amounts of 84.58 million yuan and 59.09 million yuan, and the Shanghai Stock Connect was the third-largest selling department with a selling amount of 46.61 million yuan [3] - The net inflow of main funds for the stock was 9.3185 million yuan throughout the day [3]