1月7日，芯碁微装收涨3.64%，收盘价为144.50元，发生6笔大宗交易，合计成交量17.13万股，成交金 额2226.42万元。 第4笔成交价格为130.00元，成交1.80万股，成交金额234.00万元，溢价率为-10.03%，买方营业部为华 泰证券股份有限公司南京分公司，卖方营业部为华泰证券股份有限公司南京中山东路第二证券营业部。 第5笔成交价格为130.00元，成交2.30万股，成交金额299.00万元，溢价率为-10.03%，买方营业部为国 都证券股份有限公司江苏分公司，卖方营业部为华泰证券股份有限公司南京中山东路第二证券营业部。 第6笔成交价格为130.00元，成交6.13万股，成交金额796.42万元，溢价率为-10.03%，买方营业部为广 发证券股份有限公司总部，卖方营业部为华泰证券股份有限公司南京中山东路第二证券营业部。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为2427.4万元。该股近5个交易日累 计上涨7.00%，主力资金合计净流入780.76万元。 责任编辑：小浪快报 第1笔成交价格为130.00元，成交2.30万股，成交金额299.00万元，溢价率为-10.03 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-07 | 芯基微装 | 688630 | 130 | 796.42 | 6.13 | 权证分成功官网 | 委員貴 | | 2026-01-07 | 芯基微装 | 688630 | 130 | 299 | 2.3 | 公司南景关党路提 | 公司南 | | 2026-01-07 | 芯基微装 | 688630 | 130 | 299 | 2.3 | 公司江嘉宾公营限 | 公司南京 | | 2026-01-07 | 芯基微装 | 688630 | 130 | 299 | 2.3 | 次曾生存於分 | 公司 | | 2026-01-07 | 芯基微装 | 688630 | 130 | 299 | 2.3 | 公司青田涌潮街证 | 公司南京中山 | | 2026-01-07 | 芯基微装 | 688630 | 130 | 234 | 1.8 | 华泰业空版分有限 | ...

Core Viewpoint - The company, Chipbond Technology, reports a positive growth trend in orders due to the booming PCB industry, supported by the capacity release from its new factory [1] Group 1: Company Performance - The company indicates that its current order situation is good and shows a positive growth trend [1] - The release of capacity from the second-phase park provides a solid foundation for the company to undertake more orders [1] - Advanced production equipment and optimized processes enable the company to meet diverse and customized demands from customers, leading to an increase in order volume [1] Group 2: Industry Context - The PCB industry chain is experiencing rapid development, which is beneficial for companies like Chipbond Technology [1] - The company's ability to expand market share and enhance performance is strongly supported by the increasing order intake [1]

Group 1 - The core viewpoint of the news is that Chip Quasar Microelectronics has seen a significant increase in stock price, with a rise of 5.4% to 146.96 yuan per share, and a total market capitalization of 19.361 billion yuan [1] - Chip Quasar Microelectronics, established on June 30, 2015, specializes in the research, manufacturing, and sales of direct imaging equipment and related maintenance services, focusing on micro-nano direct writing lithography technology [1] - The company's main revenue source comes from laser direct imaging equipment, accounting for 99.58% of total revenue, with other supplementary services making up 0.42% [1] Group 2 - According to data, the Ruida Advanced Manufacturing Mixed Fund A (018226) holds a significant position in Chip Quasar Microelectronics, with 10,800 shares, representing 4.5% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 2.85% and a one-year return of 58.07%, ranking 1403 out of 8083 in its category [2] - The fund manager, Zhang Xiying, has a tenure of 1 year and 240 days, with the best fund return during this period being 95.81% [3]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as humanoid robots [1] Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant investment opportunities in the industrial control sector, robotics, machine tools, and AI equipment [6][8] - The AI equipment and consumables sector is experiencing a surge in demand due to the rapid iteration of AI models and smart hardware applications, leading to increased requirements for high-performance servers and advanced PCBs [6][21] - The humanoid robot industry is transitioning from concept validation to commercialization, presenting unique investment opportunities in companies with productization capabilities in key components and solutions [6][21] Summary by Sections Industry Overview - The mechanical industry comprises 634 listed companies with a total market capitalization of 6.37 trillion yuan and a circulating market value of 5.29 trillion yuan [3] Company Earnings Forecasts and Valuations - Key companies in the mechanical sector are projected to have strong earnings growth, with several receiving a "Strong Buy" rating, including: - Huichuan Technology: EPS forecast of 2.11 yuan in 2025, with a PE ratio of 35.72 [2] - Falan Technology: EPS forecast of 0.60 yuan in 2025, with a PE ratio of 19.85 [2] - Xinjie Electric: EPS forecast of 1.83 yuan in 2025, with a PE ratio of 30.13 [2] - Okoyi: EPS forecast of 0.71 yuan in 2025, with a PE ratio of 44.86 [2] - Other notable companies include Anhui Heli, Su Shi Testing, and Sany Heavy Industry, all rated as "Strong Buy" [2] Market Performance - The mechanical sector has shown a 1.0% increase in the recent week, outperforming the broader market indices [10][15] - The absolute performance over the last 12 months is 40.7%, indicating strong growth relative to other sectors [4] Investment Recommendations - The report suggests focusing on companies in various sub-sectors, including: - Industrial control: Huichuan Technology, Xinjie Electric, and Weichuang Electric [6] - Robotics: Keli Sensor, Donghua Testing, and Mingzhi Electric [6] - Machine tools: Haitai Precision, Neway CNC, and Huacheng Equipment [6] - Consumables: Dingtai High-Tech and Zhongtung High-Tech [6] - Testing: Huace Testing and Guandian Measurement [6] - Engineering machinery: Sany Heavy Industry and XCMG [6] - Forklift industry: Anhui Heli and Hangcha Group [6] - Laser industry: Ruike Laser and Plit [6] - Logistics equipment: Falan Technology and Lanjian Intelligent [6] - Rail transit equipment: CRRC and Times Electric [6] - 3C equipment: Kuaike Intelligent and Bozhong Precision [6]

Group 1 - The "Spring Market" is gradually unfolding, with both internal and external environments showing positive changes, including favorable macroeconomic conditions and supportive policies [2][3] - The report suggests that the focus for investment should be on growth sectors, particularly those related to the "14th Five-Year Plan," which is expected to attract significant capital [3][4] - Key investment directions for January include AI industry chains, emerging industries, and cyclical price increases in industrial metals and chemicals [6][7] Group 2 - The report highlights specific companies as top investment picks, including North China Innovation (机械), Maiwei Co., Ltd. (机械), Wanhua Chemical (能源化工), Chipbond Technology (电子), Ping An Insurance (非银), Zijin Mining (煤炭有色钢铁), Giant Network (传媒互联网), AVIC High-Tech (军工), Sanhua Intelligent Control (电新), and Kaiter (北交所) [7][11] - North China Innovation is expected to benefit from increased domestic equipment adoption and the expansion of storage and AI chip production [14][20] - Maiwei Co., Ltd. is positioned to capitalize on the U.S. solar expansion due to a significant gap in battery production capacity [23][30] - Wanhua Chemical is projected to strengthen its market position in MDI and TDI, with expected price increases due to supply constraints [33][35] - Chipbond Technology is set to benefit from the growing demand for PCB and semiconductor equipment driven by AI [41][42] - Ping An Insurance is anticipated to maintain strong growth in new business value (NBV) and dividend yield, supported by its insurance operations [45][46] - Zijin Mining is expected to see price increases in gold and copper, with a clear growth path in production [49][50] - Giant Network's game "Supernatural Action Group" is expected to show significant potential for long-term growth and profitability [56][57] - AVIC High-Tech is positioned to benefit from the increasing demand for aerospace composite materials as the C919 enters mass production [58][59] - Sanhua Intelligent Control is expected to see growth from its involvement in Tesla's supply chain and the increasing demand for cooling solutions in data centers and energy storage [65][66] - Kaiter is projected to benefit from the automotive electronics sector and its expansion into robotics and liquid cooling markets [72][78]

Group 1 - The core viewpoint of the news is that Chip Quik Microelectronics Equipment Co., Ltd. (芯碁微装) experienced a decline in stock price, closing at 133.60 yuan per share, with a total market capitalization of 17.601 billion yuan [1] - The company, established on June 30, 2015, specializes in the research, manufacturing, and sales of direct imaging equipment and related maintenance services, primarily focusing on micro-nano direct writing lithography technology [1] - The main revenue source for the company comes from laser direct imaging equipment, accounting for 99.58% of total revenue, while other supplementary services contribute 0.42% [1] Group 2 - From the perspective of the top ten circulating shareholders, Xingsheng Global Fund holds a position in Chip Quik Microelectronics Equipment, having reduced its holdings by 2.1722 million shares, now owning 1.0389 million shares, which represents 0.79% of circulating shares [2] - The fund, Xingsheng Commercial Model Mixed (LOF) A, has a total scale of 14.567 billion yuan and has achieved a year-to-date return of 39.06%, ranking 2103 out of 8087 in its category [2] - The fund manager, Qiao Qian, has been in position for 8 years and 173 days, with the fund's total asset scale reaching 25.241 billion yuan, achieving a best return of 209.69% during the tenure [3]

Group 1 - The photoresist sector is experiencing a significant upward movement, with Andar Intelligent rising over 10% [1] - Other companies such as Chipbond Microelectronics, Dinglong Co., Matsui Chemical, Huarong Chemical, and Hengkun New Materials are also seeing gains [1]

Company Overview - Chipone Microelectronics Equipment Co., Ltd. is located in Hefei, Anhui Province, and was established on June 30, 2015. The company went public on April 1, 2021. Its main business involves the research, development, manufacturing, and sales of direct imaging equipment and direct writing lithography equipment, focusing on micro-nano direct writing lithography technology [1] - The company's primary products include PCB direct imaging equipment, semiconductor direct writing lithography equipment, and other laser direct imaging equipment, along with corresponding maintenance services. The revenue composition is 99.58% from laser direct writing imaging equipment and 0.42% from other supplementary services [1] Stock Performance - On December 22, Chipone Microelectronics saw a stock price increase of 5.21%, reaching 132.18 yuan per share, with a trading volume of 238 million yuan and a turnover rate of 1.40%. The total market capitalization is 17.413 billion yuan [1] Fund Holdings - According to data from major fund holdings, Yuanxin Yongfeng Fund has a significant position in Chipone Microelectronics. The Yuanxin Yongfeng Technology-Driven Mixed Fund A (024592) held 5,500 shares in the third quarter, accounting for 3.43% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit for today is approximately 36,000 yuan [2] - The Yuanxin Yongfeng Technology-Driven Mixed Fund A was established on July 4, 2025, with a current scale of 16.2452 million yuan and a cumulative return of 47.66% since inception [2]

Group 1 - The company, Chipbond Technology, reported that as of November 28, 2025, the total number of shareholders is 20,019 [1]