中邮专精特新一年持有期混合A（015505）成立日期2022年9月14日，最新规模5222.55万。今年以来收 益41.68%，同类排名1804/8155；近一年收益35.87%，同类排名1945/8031；成立以来收益7.69%。 10月29日，芯碁微装涨5%，截至发稿，报141.89元/股，成交9.57亿元，换手率5.24%，总市值186.93亿 元。 资料显示，合肥芯碁微电子装备股份有限公司位于安徽省合肥市高新区长宁大道789号1号楼,香港铜锣 湾希慎道33号利园1期19楼1915室，成立日期2015年6月30日，上市日期2021年4月1日，公司主营业务涉 及主要从事以微纳直写光刻为技术核心的直接成像设备及直写光刻设备的研发、制造、销售以及相应的 维保服务,主要产品及服务包括PCB直接成像设备及自动线系统、泛半导体直写光刻设备及自动线系 统、其他激光直接成像设备以及上述产品的售后维保服务,产品功能涵盖微米到纳米的多领域光刻环 节。主营业务收入构成为：激光直写成像设备99.58%，其他(补充)0.42%。 从基金十大重仓股角度 数据显示，中邮基金旗下1只基金重仓芯碁微装。中邮专精特新一年持有期混合A（01 ...

Core Insights - Chipone Microelectronics has seen a stock price increase of 5% as of October 24, reaching 136.45 CNY per share, with a trading volume of 658 million CNY and a turnover rate of 3.73%, resulting in a total market capitalization of 17.976 billion CNY [1] - The company's stock has risen for four consecutive days, accumulating a total increase of 7.89% during this period [1] Company Overview - Chipone Microelectronics, established on June 30, 2015, and listed on April 1, 2021, is located in Hefei, Anhui Province, China [1] - The company specializes in the research, development, manufacturing, and sales of direct imaging equipment and direct-write lithography equipment, focusing on micro-nano direct-write lithography technology [1] - Main products include PCB direct imaging equipment, semiconductor direct-write lithography equipment, and related maintenance services, with 99.58% of revenue coming from laser direct imaging equipment [1] Fund Holdings - Guolian Fund has a significant holding in Chipone Microelectronics, with its Guolian Xinrui Select One-Year Holding Mixed A Fund (010987) holding 31,900 shares, accounting for 3.48% of the fund's net value, ranking as the tenth largest holding [2] - The fund has realized a floating profit of approximately 207,400 CNY today and 303,100 CNY during the four-day stock price increase [2] - The Guolian Xinrui Select One-Year Holding Mixed A Fund was established on April 29, 2021, with a current scale of 51.521 million CNY and has achieved a year-to-date return of 44.86% [2]

10月24日，芯碁微装涨5%，截至发稿，报136.45元/股，成交6.58亿元，换手率3.73%，总市值179.76亿 元。芯碁微装股价已经连续4天上涨，区间累计涨幅7.89%。 资料显示，合肥芯碁微电子装备股份有限公司位于安徽省合肥市高新区长宁大道789号1号楼,香港铜锣 湾希慎道33号利园1期19楼1915室，成立日期2015年6月30日，上市日期2021年4月1日，公司主营业务涉 及主要从事以微纳直写光刻为技术核心的直接成像设备及直写光刻设备的研发、制造、销售以及相应的 维保服务,主要产品及服务包括PCB直接成像设备及自动线系统、泛半导体直写光刻设备及自动线系 统、其他激光直接成像设备以及上述产品的售后维保服务,产品功能涵盖微米到纳米的多领域光刻环 节。主营业务收入构成为：激光直写成像设备99.58%，其他(补充)0.42%。 从基金十大重仓股角度 数据显示，泓德基金旗下1只基金重仓芯碁微装。泓德泓华混合（002846）二季度持有股数16.74万股， 占基金净值比例为3.13%，位居第七大重仓股。根据测算，今日浮盈赚取约108.84万元。连续4天上涨期 间浮盈赚取159.07万元。 泓德泓华混合（002 ...

Core Insights - The specialized equipment sector experienced a slight increase of 0.02% on October 23, with Sai Xiang Technology leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Notable gainers in the specialized equipment sector included: - Yunjia Technology (002337) with a closing price of 7.02, up 10.03% and a trading volume of 864,300 shares, totaling 596 million yuan [1] - Shihua Machinery (000852) at 9.34, up 10.01% with a trading volume of 2,720,200 shares, totaling 2.531 billion yuan [1] - Shandong Molong (002490) at 9.36, up 9.99% with a trading volume of 1,097,100 shares, totaling 1 billion yuan [1] Capital Flow - The specialized equipment sector saw a net outflow of 2.135 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.673 billion yuan [2] - The capital flow for specific stocks indicated: - He Dung Intelligent (603011) had a net inflow of 1.011 billion yuan from institutional investors, but a net outflow from retail investors [3] - Lingyun Optics (688400) experienced a net inflow of 82.8594 million yuan from institutional investors [3]

Core Insights - Chipone Microelectronics has seen a stock price increase of 7.89% over the past four days, currently trading at 129.95 CNY per share with a market capitalization of 17.12 billion CNY [1] Company Overview - Chipone Microelectronics, established on June 30, 2015, and listed on April 1, 2021, is based in Hefei, Anhui Province. The company 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, while other services contribute 0.42% [1] Fund Holdings - The Xinghe Anying Mixed A Fund (017813) holds a significant position in Chipone Microelectronics, with 3,500 shares representing 4.34% of the fund's net value, making it the seventh-largest holding [2] - The fund has generated a floating profit of approximately 26.25 million CNY today, with a total floating profit of 33,200 CNY during the four-day stock price increase [2] Fund Manager Performance - The fund manager, Sun Qi, has a tenure of 9 years and 197 days, with a total fund size of 6.40 million CNY and a best return of 12.73% during his tenure [3] - Co-manager Liang Chenxing has been in the role for 2 years and 78 days, managing a fund size of 55.41 million CNY, achieving a best return of 88.37% [3]

Market Overview - The specialized equipment sector increased by 0.7% on October 22, with DeShi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Top Performers - DeShi Co., Ltd. (301158) closed at 29.97, up 16.80% with a trading volume of 506,700 shares and a transaction value of 1.498 billion [1] - KaiTeng Precision (920553) closed at 12.39, up 11.42% with a trading volume of 121,400 shares [1] - ZhongYa Co., Ltd. (300512) closed at 11.25, up 10.29% with a trading volume of 461,800 shares [1] - Other notable gainers include BeiFang Co. (600262), SaiXiang Technology (002337), and ZhongXin CheGong (601608), all showing significant increases [1] Underperformers - MaHe Co., Ltd. (301056) closed at 12.90, down 5.77% with a trading volume of 89,600 shares [2] - LiHeXing (301013) closed at 29.22, down 3.60% with a trading volume of 349,900 shares [2] - Other notable decliners include ZhongJian Technology (002779) and HongMing Co. (301105), both experiencing declines [2] Capital Flow - The specialized equipment sector saw a net outflow of 480 million from institutional investors, while retail investors contributed a net inflow of 199 million [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remain active [2] Individual Stock Capital Flow - SaiXiang Technology (002337) had a net inflow of 11.34 million from institutional investors but saw significant outflows from retail investors [3] - Other stocks like XinQi Microelectronics (688630) and HuiCheng Vacuum (301392) also experienced varied capital flows, with institutional inflows and retail outflows [3] - The data suggests a trend where institutional investors are more cautious, while retail investors are more engaged in the market [3]

Group 1 - The core point of the article is that Chip Microelectronics has announced a change in its continuous supervision sponsor representative due to the work relocation of the previous representative [2] - Guotai Junan Securities, the sponsor for the company's 2022 A-share issuance project, has appointed Chen Saide as the new continuous supervision representative [2] - The continuous supervision period is set to last until December 31, 2025 [2]

证券代码：688630 证券简称：芯碁微装 公告编号：2025-048 合肥芯碁微电子装备股份有限公司 关于更换持续督导保荐代表人的公告 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。 合肥芯碁微电子装备股份有限公司（以下简称"公司"）于近日 收到国泰海通证券股份有限公司（以下简称"国泰海通证券"）出具 的《关于更换合肥芯碁微电子装备股份有限公司持续督导保荐代表人 的函》。国泰海通证券作为公司 2022 年度向特定对象发行 A 股股票项 目的保荐机构，原委派签字保荐代表人为林剑辉先生、汤文宇先生， 负责保荐工作及持续督导工作，持续督导期至 2025 年 12 月 31 日。 由于林剑辉先生工作变动，不再继续担任公司持续督导的保荐代 表人，为保证公司持续督导工作的有序进行，国泰海通证券现委派陈 赛德先生（简历见附件）接替林剑辉先生继续担任公司持续督导的保 荐代表人，履行持续督导职责。 此次变更后，公司 2022 年度向特定对象发行 A 股股票项目的保 荐代表人为陈赛德先生、汤文宇先生。本次变更不影响国泰海通证券 对公司的持 ...

证券代码：688630 证券简称：芯碁微装 公告编号：2025-047 合肥芯碁微电子装备股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 10 月 14 日 （二） 股东会召开的地点：合肥市高新区长宁大道 789 号 1 号楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 142 | | --- | --- | | 普通股股东人数 | 142 | | 2、出席会议的股东所持有的表决权数量 | 49,471,141 | | 普通股股东所持有表决权数量 | 49,471,141 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 37.5518 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 37.5518 | （四） 表决方式是 ...

北京德恒（合肥）律师事务所 关于 合肥芯基微电子装备股份有限公司 2025 年第二次临时股东会 见证法律意见 北京德恒(合肥)律师事务所 关于合肥芯碁微电子装备股份有限公司 2025 年第二次临时股东会见证法律意见 北京德恒(合肥) 律师事务所 关于 合肥芯基微电子装备股份有限公司 2025 年第二次临时股东会 见证法律意见 德合律意字 DHHF062-7 号 致:合肥芯碁微电子装备股份有限公司 北京德恒(合肥)律师事务所(以下简称"本所")接受合肥芯碁微电子装 备股份有限公司(以下简称"公司"或"芯碁微装")的委托,本所指派钱方律 师、王睿律师(以下合称"本所承办律师")列席了公司于 2025年 10月 14 日 在安徽省合肥市高新区长宁大道 789 号 1 号楼会议室召开的 2025 年第二次临时 股东会(以下简称"本次股东会"),就本次股东会召开的合法性进行见证并出 具本法律意见。 本所承办律师依据本法律意见出具日前已经发生或存在的事实和《中华人民 共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》〈以 下简称"《证券法》"）、《上市公司股东会规则》(以下简称"《股东会规则》") 等现行 ...