芯碁微装 20251102 摘要 新启维装 2024 年全球 PCB 曝光设备市场占有率首次位居第一，超过 15%，预计 2025 年提升至 20%-25%，2026 年进一步提升，显示其 市场领导地位和增长潜力。公司正积极推进东南亚市场布局，并计划通 过港股融资支持产能扩张。 2025 年第三季度环比下滑主要因二季度抢装潮导致发货高峰后的调试 和验收延迟。但公司整体接单和排产情况良好，存货结构良性，有八亿 多元存货，其中约 1/3 为已发出商品等待验收，全年增长预期仍然强劲。 新启维装的曝光设备在头部客户中市场占有率高，如盛宏、景旺达八九 成，深南、鹏鼎超 50%。新增头部客户几乎全部采用其设备，受益于 AR 技术升级带来的需求，以及更高层数、更好对比和翘曲控制等技术优 势。 新启维装通过大客户战略和技术升级，已在高精度晶圆级工艺领域形成 显著优势，与国内竞争对手差距拉大。智能化、工业化和定制化形成壁 垒，高单价产品试错成本高，对 24 小时稳定生产要求高，竞争对手难 以追赶。 2025 年 1 月至 9 月，新启维装实现营业收入 9.34 亿元，同比增长超过 30%。扣非净利润也保持在 30%以上的增速， ...

截至三季度末，该基金的前十大重仓股包括紫金矿业、赣锋锂业、中远海能、芯碁微装、精测电子等。 其中，赣锋锂业、洛阳钼业等个股三季度内涨幅均超过80%。 随着权益市场回暖，部分外资公募旗下产品凭借前瞻性的行业布局与稳健的投资策略，取得了显著超额 收益。 数据显示，今年以来，多家外资公募表现突出，旗下代表性产品年内收益均有亮眼表现，其中部分绩优 基金收益率已超过50%。随着三季报披露，这些产品在科技制造、资源能源等主线上的积极布局也逐渐 浮出水面。 展望四季度，多位基金经理普遍认为，低利率与宽松流动性的组合将继续支撑A股的中长期表现，政策 呵护与经济韧性有望延续结构性行情，但与此同时，地缘因素与海外政策节奏仍可能带来阶段性扰动。 整体而言，他们仍看好优质科技、制造与资源类资产的配置价值。 外资公募绩优产品持仓路径曝光 截至10月31日，贝莱德先进制造一年持有A的年内收益率为66.44%。从配置结构看，该基金股票行业的 配置中，制造业占投资股票市值比为92.52%，占净值比为84.17%，体现出明显的行业集中度。 截至三季度末，该基金的前十大重仓股包括宁德时代、中际旭创、汇川技术、海康威视、福耀玻璃等， 其中，中际旭 ...

中证报中证网讯（王珞）10月29日，以"向新而行 以实致远 智启未来"为主题的2025上市公司高质量发 展论坛暨第二十七届上市公司金牛奖颁奖典礼在江苏南通举行，备受瞩目的上市公司金牛奖榜单揭晓。 作为国产光刻设备领域的领军企业，芯碁微装凭借突出的技术创新实力、行业领先的市场站位及稳健的 高质量发展表现，成功斩获"2024年度新质企业金牛奖"。 此次获奖是资本市场对芯碁微装创新实力与发展潜力的高度认可。未来公司将持续深化泛半导体领域技 术布局，把握AI算力爆发与国产化机遇，通过技术创新与全球化运营，构建更具韧性的产业生态，为 中国半导体装备产业高质量发展注入新动能。 上市公司金牛奖是中国证券报主办的金牛系列评选活动之一，创立于1999年，活动采取严谨、客观、科 学、透明的评选体系，着力搭建中国资本市场最权威、专业、高效的交流和品牌展示平台，致力于打造 资本市场最具公信力的上市公司权威奖项，成为引领上市公司健康发展的一面旗帜。金牛奖见证了资本 市场发展历程，记录了上市公司在证券市场的不凡表现，涌现出一大批治理规范、业绩增长、积极回报 股东、回报社会的优秀上市公司。 作为国家级专精特新"小巨人"企业，芯碁微装始终聚 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has requested Chipmore Microelectronics (688630.SH) to provide additional information regarding its major shareholder, Asia Song Investment, and the specific use of raised funds [1] - Chipmore Microelectronics submitted its listing application to the Hong Kong Stock Exchange on August 31, 2025, with China International Capital Corporation (CICC) as its sole sponsor [1] - The CSRC has outlined specific areas for Chipmore Microelectronics to clarify, including the basic situation of its major shareholder, the company's business scope in relation to foreign investment restrictions, and detailed plans for the use of raised funds [1] Group 2 - Chipmore Microelectronics is a global leader in the direct-write lithography industry, providing core equipment for the advanced information technology sector in the AI era [1] - The company has a comprehensive R&D technical system that includes components such as light sources, exposure engines, precision worktables, alignment and focusing systems, data links, and modular system integration design [2] - The product portfolio primarily consists of PCB direct imaging equipment and automatic line systems, as well as semiconductor direct-write lithography equipment and automatic line systems [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has requested Chipone Microelectronics (688630.SH) to provide additional information regarding its major shareholder, Aige Venture Capital, and the specific use of raised funds [1] - Chipone Microelectronics submitted its listing application to the Hong Kong Stock Exchange on August 31, 2025, with CICC as its sole sponsor [1] - The CSRC's inquiries include the basic situation of Aige Venture Capital, the company's business scope, and whether the raised funds will require overseas investment approvals [1] Group 2 - Chipone Microelectronics is a global leader in the direct-write lithography industry, providing core equipment for advanced information technology in the AI era [1] - The company has a complete R&D technology system that includes light sources, exposure engines, precision worktables, alignment and focusing, data links, and modular system integration design [2] - The product portfolio primarily consists of PCB direct imaging equipment and automatic line systems, as well as semiconductor direct-write lithography equipment and automatic line systems [2]

三、请说明募集资金具体用途，包括募投项目、国别地区等，是否涉及需要履行境外投资审批、核准或 备案的情况。 招股书显示，芯碁微装是直写光刻行业的全球引领者，为AI时代的先进信息技术产业提供核心设备。 公司凭借在核心高精度微纳光刻技术研发以及将自有技术应用于各种创新应用的成熟能力，致力于为全 球客户制造、销售及维护直接成像及直写光刻设备。 芯碁微装拥有涵盖光源及曝光引擎、精密工件台、对准对焦、数据链路、系统模块化集成设计等在内的 完整研发技术体系架构。公司专注于提供创新、稳定、可靠的微纳直写光刻设备，致力于为客户实现价 值最大化。于往绩记录期间，公司的产品组合主要包括PCB直接成像设备及自动线系统、半导体直写光 刻设备及自动线系统。 一、请按照《监管规则适用指引——境外发行上市类第2号》股东核查要求，说明你公司持股5%以上股 东亚歌创投的基本情况。 二、请说明你公司及下属公司经营范围和实际业务开展是否涉及《外商投资准入特别管理措施(负面清 单)(2024年版)》外资禁止或限制准入领域。 智通财经APP获悉，10月31日，中国证监会公布《境外发行上市备案补充材料要求(2025年10月27日— 2025年10月31日 ...

Core Viewpoint - Chip Qu Micro Equipment is a leading domestic manufacturer of micro-nano direct writing lithography equipment, focusing on high-precision direct imaging devices and direct writing lithography systems [1] Group 1: Company Overview - Chip Qu Micro Equipment was established on June 30, 2015, and was listed on the Shanghai Stock Exchange on April 1, 2021, with its registered and office address in Anhui Province and Hong Kong [1] - The company operates in the specialized equipment sector, specifically in micro-nano direct writing lithography technology, covering various fields including PCB, OLED, and nuclear power [1] Group 2: Financial Performance - For Q3 2025, Chip Qu Micro Equipment reported revenue of 934 million yuan, ranking 30th out of 89 in the industry, with the industry leader, Keda Manufacturing, generating 12.605 billion yuan [2] - The company's net profit for the same period was 199 million yuan, ranking 13th in the industry, with Keda Manufacturing leading at 1.832 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 27.82%, an increase from 23.77% year-on-year, which is significantly lower than the industry average of 42.80%, indicating strong solvency [3] - The gross profit margin for the same period was 42.09%, up from 40.99% year-on-year, which is higher than the industry average of 28.52%, reflecting strong profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 105.75% to 20,600, while the average number of circulating A-shares held per shareholder decreased by 51.40% to 6,406.69 [5] Group 5: Future Outlook - Shanghai Securities noted that Chip Qu Micro Equipment is a leader in domestic direct writing lithography equipment, with PCB contributing the majority of revenue. The company is expected to achieve a revenue of 954 million yuan in 2024, a year-on-year increase of 15% [6] - The company is projected to achieve net profits of 314 million yuan, 503 million yuan, and 637 million yuan from 2025 to 2027, respectively [6]

Core Viewpoint - The company, Hefei Chip Microelectronics Equipment Co., Ltd., is preparing for its third-quarter performance briefing scheduled for November 13, 2025, to discuss its operational results and financial status for the first three quarters of 2025 [8][10]. Financial Data - The financial statements for the third quarter of 2025 have not been audited [3][5]. - The report indicates that there were no significant changes in the net profit from merged entities, with both the current and previous periods showing a net profit of 0 yuan [5][6]. Shareholder Information - The company confirms that there are no changes in the major shareholders or their holdings compared to the previous period [4]. Investor Engagement - Investors can submit questions for the performance briefing until November 12, 2025, and the company will address common concerns during the session [8][12]. - The briefing will be conducted in an interactive online format, allowing real-time engagement with investors [9][10]. Meeting Details - The performance briefing is set for November 13, 2025, from 13:00 to 14:00, hosted on the Shanghai Stock Exchange Roadshow Center [11]. - Key personnel attending include the Chairman, General Manager, and Financial Director [10].

Core Viewpoint - The company reported significant revenue growth in the first three quarters of 2025, driven by an expansion in sales and strategic focus on high-end products and overseas markets [1] Financial Performance - For the first nine months of 2025, the company achieved operating revenue of 934 million yuan, a year-on-year increase of 30.03% [1] - In Q3 2025, the operating revenue was 279 million yuan, reflecting a year-on-year growth of 3.98% [1] - The net profit attributable to shareholders for Q3 was 56.78 million yuan, up 4.41% year-on-year [1] - The company's net cash flow from operating activities was -35.72 million yuan, showing improvement compared to the same period last year due to increased sales collections [1] Research and Development - The company increased its R&D investment, with total R&D expenses reaching 88.36 million yuan in the first three quarters, marking an 18.20% year-on-year growth [1] Market Position and Future Plans - The company submitted an application for H-share listing on the Hong Kong Stock Exchange on August 31, 2025, which has been accepted by the China Securities Regulatory Commission [1] - Established in 2015 and listed on the Sci-Tech Innovation Board in April 2021, the company currently has a market capitalization exceeding 18 billion yuan [1] - As a global leader in the direct-write lithography industry, the company's equipment is widely used in mask manufacturing, PCB, MEMS, and IC packaging [1]

Group 1 - The core point of the article is that Chipone Microelectronics (SH 688630) announced its third board meeting for 2025, where it reviewed the proposal for the Q3 2025 report [1] - For the year 2024, the revenue composition of Chipone Microelectronics is 99.35% from the specialized equipment manufacturing industry and 0.65% from other businesses [1] - As of the report, Chipone Microelectronics has a market capitalization of 18.8 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after ten years of stagnation, with technology leading the market's transformation [1] - A new "slow bull" market pattern is emerging, indicating a shift in market dynamics [1]