证券日报网讯12月18日，芯碁微装在互动平台回答投资者提问时表示，截至2025年11月28日，公司股东 总户数为20019户。 ...

证券日报网讯12月18日，芯碁微装在互动平台回答投资者提问时表示，公司2025年前三季度营收同比增 长30.03%，净利润同比增长28.20%，延续稳健增长趋势。同时，公司会持续关注股东减持动态，并督 促股东严格遵守相关法律法规及承诺，规范减持行为。公司一直致力于通过提升自身核心竞争力、优化 经营管理等方式，为股东创造长期价值，回报广大投资者的信任与支持。 ...

根据参与对象实际认购情况及最终缴款审验结果，本持股计划实际参与认购 的员工共计 125 人，认购资金已全部实缴到位，最终认购份额为 3,613.32754 万 份，缴纳认购资金总额为 3,613.32754 万元，认购份额对应股份数量为 47.7322 万股，股票来源为公司回购专用账户回购的芯碁微装 A 股普通股股票。 关于 2025 年员工持股计划完成非交易过户的公告 本公司董事会、全体董事及相关股东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。 合肥芯碁微电子装备股份有限公司（以下简称"公司"）于 2025 年 9 月 26 日 召开公司第三届董事会第二次会议，于 2025 年 10 月 14 日召开公司 2025 年第二 次临时股东会，审议通过了《关于公司<2025 年员工持股计划（草案）>及其摘 要的议案》及相关议案，同意公司实施 2025 年员工持股计划（以下简称"本持 股计划"）。具体内容详见公司分别于 2025 年 9 月 27 日、2025 年 10 月 15 日 在上海证券交易所网站（www.sse.com.cn）披露的相关 ...

首次覆盖方面，12月17日券商共给出了9次首次覆盖，其中上汽集团（600104）、蔚蓝锂芯（002245）均获得爱建 证券给予"买入"评级，九洲药业获得华创证券给予"推荐"评级，中科创达（300496）、珂玛科技（301611）获得 东北证券分别给予"买入""增持"评级。 | | | 9家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 600104 | 上汽集团 | 爱建证券 | 买人 | 乘用车 | | 002245 | 劇監理心 | 爱建证券 | 买人 | 电池 | | 603456 | 九洲药业 | 华创证券 | 推荐 | 医疗服务 | | 300496 | 中科创达 | 东北证券 | 北 | IT服务 | | 301611 | 珂玛科技 | 乐 训练 | 増持 | 半导体 | | 688031 | 星环科技 | 东吴证券 | 深入 | 软件开发 | | 688630 | 芯碁微装 | 中原证券 | 买人 | 专用设备 | | 688627 | 精智达 | 东北证券 | 增持 | 通用 ...

公司是我国直写光刻设备龙头企业。在PCB 领域，主要应用PCB制程中的线路层及阻焊层曝光环节， 业务从中低端PCB 市场向类载板、IC 载板等高阶市场纵向拓展。在泛半导体领域，应用场景涵盖IC 封 装、先进封装、FPD 面板显示、IC 掩模版制版、新型显示、新能源光伏等领域。2024 年公司的PCB 直 接成像设备市场份额为15.0%，在全球PCB 直接成像设备供应商中排名第一。受益行业需求良好和国产 替代趋势，公司近年来成长较快。 AI 发展驱动PCB 行业量价齐增，公司主业迎来发展机遇。新能源汽车、云计算等PCB 下游应用行业预 期将蓬勃发展，并带动PCB需求的持续增长。未来五年全球PCB 市场复合年均增长率为5.5%。 风险提示：1：PCB 客户扩产节奏低于预期；2：公司泛半导体业务拓展不及预期；3：行业竞争加剧， 毛利率不及预期；4：公司新产品研发、市场拓展不及预期。 泛半导体产业持续拓展，有望带动新一轮成长。直写光刻技术不断成熟，开始由IC 掩膜版制版、IC 制 造等细分领域向FPD 制造及晶圆级封装领域拓展，泛半导体应用渗透加速。先进封装、IC 载板等泛半 导体领域有望进入快速增长阶段，公司泛半导 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][9]. Core Insights - The company is a leading domestic manufacturer of direct imaging lithography equipment, primarily serving the PCB and semiconductor industries. It has rapidly expanded its market share and product offerings, particularly in high-end PCB applications and the semiconductor sector [9][14]. - The PCB industry is expected to grow significantly, driven by demand from sectors such as electric vehicles and cloud computing, with a projected compound annual growth rate (CAGR) of 5.5% over the next five years [9][37]. - The company's revenue and profit forecasts indicate strong growth, with expected revenues of 1.35 billion yuan in 2025 and 2.37 billion yuan in 2027, alongside net profits of 296 million yuan and 580 million yuan respectively [9][8]. Summary by Sections Company Overview - The company was established in June 2015 and went public in April 2021. It is located in Hefei, Anhui Province, and focuses on R&D and manufacturing of direct imaging equipment, holding over 200 patents [14][15]. - The company has shown robust growth, with revenue increasing from 310.9 million yuan in 2020 to 954 million yuan in 2024, representing a compound annual growth rate of 32.44% [20][24]. PCB Industry Development - The PCB industry is a crucial part of the electronic information sector, benefiting from national policies and a growing demand for electronic products. The global PCB market is projected to reach 73.565 billion USD in 2024, with a growth rate of 5.8% from the previous year [37][38]. - The domestic PCB market is also expanding, with a forecasted CAGR of 4.0% through 2028, driven by the shift of production capacity to China and the growth of downstream electronic manufacturing [49][50]. Financial Performance - The company maintains a high gross margin of approximately 42% and a net margin around 21%, indicating strong profitability [24][28]. - The revenue structure is primarily composed of PCB equipment, which accounted for 81.95% of total revenue in 2024, while the semiconductor equipment segment is growing rapidly [28][29]. Future Growth Potential - The company is well-positioned to benefit from the ongoing transition to high-end PCB products and the expansion of its semiconductor business, which is expected to drive significant revenue growth in the coming years [9][37]. - The report highlights the increasing demand for advanced packaging and IC substrates, which are expected to contribute to the company's growth trajectory [9][38].

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage [3]. Core Views - The company is expected to benefit from the expansion of mid-to-high-end PCB capacity and the rising demand for advanced packaging, leading to a significant increase in its direct imaging equipment sales [4][5]. - The company's projected net profits for 2025-2027 are estimated to be 309 million, 427 million, and 543 million yuan, respectively, with corresponding growth rates of 92.6%, 37.8%, and 27.2% [4][5]. Financial Data and Profit Forecast - Total revenue (in million yuan) is projected to grow from 829 in 2023 to 2,507 in 2027, with a CAGR of 29.9% [2]. - The net profit attributable to the parent company is expected to increase from 179 million in 2023 to 543 million in 2027, with a peak growth rate of 92.6% in 2025 [2]. - Earnings per share are forecasted to rise from 1.36 yuan in 2023 to 4.12 yuan in 2027 [2]. - The gross margin is expected to stabilize around 41% by 2027, after a dip in 2024 [2]. Industry and Company Situation - The company is the global leader in PCB direct imaging equipment, holding a 15% market share in 2024 [7]. - The direct imaging technology eliminates the need for traditional mask processes, enhancing production efficiency and profitability for downstream companies [36]. - The global market for direct imaging equipment is projected to grow from approximately 11.2 billion yuan in 2024 to 19 billion yuan by 2030, with a CAGR of 9.2% [40]. - The demand for high-end PCBs is driven by sectors such as AI servers and smart driving, leading to a structural growth in the PCB industry [50][52]. Product and Technology Development - The company covers a wide range of applications in micro-nano processing, including PCB, IC substrates, and advanced packaging [14][16]. - The direct imaging technology allows for finer line widths and higher precision, meeting the increasing demands of high-end PCB products [48][49]. - The company has established a strong customer base, including major PCB manufacturers, which enhances its market position and customer loyalty [21][60].

证券代码：688630 证券简称：芯碁微装 公告编号：2025-055 合肥芯碁微电子装备股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及 1%刻度的提示性公告 合肥芯碁微电子装备股份有限公司控股股东、实际控制人程卓女士及其一致行动人保证 向保证本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 36.13% | | | 权益变动后合计比例 | 35.99% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ 否☑ | | | 是否触发强制要约收购义务 | 是□ 否☑ | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际 ...

证券日报网讯 12月11日晚间，芯碁微装发布公告称，公司于2025年12月11日收到控股股东、实际控制 人、董事长程卓女士出具的《关于权益变动告知函》，程卓女士于12月10日通过竞价交易方式减持公司 股份190，000股，占公司总股本的比例为0.14%。本次权益变动后，公司实际控制人、控股股东、董事 长程卓女士及其一致行动人合计持有公司股份数量由47，602，490股减少至47，412，490股，合计持股 占公司总股本的比例由36.13%减少至35.99%，权益变动触及1%的刻度。 （文章来源：证券日报） ...

本次权益变动后，公司实际控制人、控股股东、董事长程卓女士及其一致行动人合计持有公司股份数量 由47,602,490股减少至47,412,490股，合计持股占公司总股本的比例由36.13%减少至35.99%，权益变动 触及1%的刻度。 格隆汇12月11日丨芯碁微装(688630.SH)公布，公司于2025年12月11日收到控股股东、实际控制人、董 事长程卓女士出具的《关于权益变动告知函》，程卓女士于12月10日通过竞价交易方式减持公司股份19 万股，占公司总股本的比例为0.14%。 ...