Group 1 - The stock of Chipbond Technology Co., Ltd. (芯碁微装) has a comprehensive score of 62.29, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 79.45 yuan, with a 5-day average of 77.71 yuan, a 20-day average of 74.73 yuan, and a 60-day average of 72.51 yuan [1] - In the past year, the stock has experienced 0 limit-up days and 1 limit-down day [1] Group 2 - The short-term resistance level is at 77.89 yuan, while the short-term support level is at 71.07 yuan [2] - The stock price has the potential to strengthen in the short term if it breaks through the short-term resistance level, and in the medium term if it surpasses the medium-term resistance level of 78.72 yuan [2] - On June 24, 2025, the net outflow of main funds was 383.20 thousand yuan, accounting for -1% of the total transaction amount [2] Group 3 - The stock is associated with several industry sectors, including specialized equipment (2.26%), photolithography machines (2.37%), semiconductor concepts (2.06%), and PCB (2.43%) [2]

Group 1 - The company, Hefei Chip Microelectronics Equipment Co., Ltd., has signed a total of 7 equipment purchase contracts with a total amount of RMB 146 million (including tax), which is expected to have a positive impact on the company's future operating performance [1][2] - The total contract amount represents approximately 15% of the company's audited operating income for the year 2024, indicating a significant contribution to revenue if successfully implemented [2] - The contracts are classified as daily operational contracts and do not require approval from the board of directors or shareholders, as the company has completed the necessary internal approval procedures [2] Group 2 - The counterparties involved in the contracts are not disclosed due to exemption, but they are identified as related transactions [2] - The contracts include clear provisions regarding payment terms, confidentiality, contract changes and termination, liability for breach, dispute resolution, and effective dates [2]

Group 1 - The stock of Chipbond Technology Co., Ltd. (688630) has a strong overall score of 54.41, indicating a robust performance trend [1] - The main cost analysis shows that the current main cost is 77.71 yuan, with a 5-day average of 73.69 yuan and a 20-day average of 71.85 yuan [1] - Over the past year, the stock has experienced one limit down and no limit up events [1] Group 2 - As of June 19, 2025, the northbound capital holds 501,300 shares, accounting for 0.38% of the circulating shares, with a net buy of 35,600 shares yesterday [1] - The short-term pressure level is at 75.83 yuan, while the short-term support level is at 71.07 yuan, indicating potential for short-term strength if the price breaks through the pressure level [2] - The net inflow of main funds on June 19, 2025, was 45.1255 million yuan, representing 12% of the total transaction amount [2]

Investment Rating - The report assigns a "Sell" rating to CFME, indicating a cautious outlook on the company's performance in the near term [1][9][16]. Core Insights - CFME is expected to see a revenue growth of 22% year-over-year and 27% quarter-over-quarter in Q2 2025, reaching Rmb308 million, driven by an upgrade in product mix towards mid-to-high-end PCB equipment [1][2]. - The company is actively expanding into global markets, including plans for a new subsidiary and plant in Thailand, which aims to capitalize on the growing PCB demand influenced by AI trends and geopolitical uncertainties [2][4]. - The earnings revision reflects an upward adjustment in revenue forecasts for 2025-2027, with expected revenues of Rmb1,761 million in 2025, Rmb2,242 million in 2026, and Rmb2,754 million in 2027, representing increases of 9%, 12%, and 21% respectively [3][4]. Financial Projections - The report projects gross profit margins to remain strong, with gross margins of 40.0% in 2025, 39.6% in 2026, and 38.7% in 2027, indicating a positive trend in profitability [3][4]. - Net income is expected to rise to Rmb328 million in 2025, Rmb400 million in 2026, and Rmb460 million in 2027, reflecting growth rates of 10%, 16%, and 23% respectively [3][4]. - The operating income is forecasted to increase to Rmb381 million in 2025, Rmb469 million in 2026, and Rmb527 million in 2027, with corresponding operating margins of 21.7%, 20.9%, and 19.1% [3][4]. Valuation - The target price for CFME is set at Rmb66.7, based on a discounted P/E methodology using a 21x P/E on the 2027E EPS, discounted back to 2026E at a 10% cost of equity [9][14][16]. - The report indicates a downside potential of 8% from the current price of Rmb72.50, reinforcing the "Sell" rating [16].

证券代码：688630 证券简称：芯碁微装 公告编号：2025-022 合肥芯碁微电子装备股份有限公司 关于签订日常经营重要合同的公告 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。 特别提示： 1、合同的生效条件：本合同经各方签字、加盖公章后生效。 2、风险及不确定性：本合同已正式签署并生效，合同双方均具 有相应的履约能力，不存在法律法规、履约能力等方面的不确定性和 风险，但在合同履行过程中，如遇外部宏观环境发生重大变化、行业 政策调整、市场环境变化等不可抗力或其他因素的影响，可能会导致 合同无法如期或全面履行、交付及验收进度存在不确定性。 3、合同履行对上市公司本年度经营成果的影响：本合同的签订 和履行预计将对公司未来经营业绩产生积极影响，具体会计处理以及 对公司当年损益的影响 情况需以审计机构年度审计确认后的结果为 准。 3、该客户信用良好，与公司多年保持业务合作关系，具备较强 的履约能力。 三、合同的主要内容 1、合同标的：LDI 曝光设备及阻焊 LDI 连线 敬请广大投资者理性投资，注意投资风险。 一、合同签署 ...

Group 1 - The company has signed a total of 7 equipment purchase contracts with another company, with a total contract value of RMB 146 million (including tax) [1] - The contract period will last until the rights and obligations specified in the contract are fulfilled [1] - This contract is expected to have a positive impact on the company's future operating performance, accounting for 15% of the company's audited revenue for the year 2024 [1]

证券代码：688630 证券简称：芯碁微装 公告编号：2025-021 合肥芯碁微电子装备股份有限公司 2024年年度权益分派实施公告 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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/17 | 2025/6/18 | 2025/6/18 | 根据中国证监会《上市公司股份回购规则》《上海证券交易所上市公司自律监 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.37元 相关日期 管指引第 7 号——回购股份》及《公司章程》等有关规定，公司回购专用账户中 的股份，不享有利润分配的权利。 3. 差异化分红送转方案： 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经合肥芯碁微电子装备股份有限公司（以下简称"公司"） 2025 年 5 月 14 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后， ...

国泰海通证券股份有限公司 关于合肥芯碁微电子装备股份有限公司 根据公司第二届董事会第十四次会议审议通过的《关于以集中竞价交易方式 回购公司股份的方案》，同意公司通过集中竞价交易方式回购公司已发行的部分 人民币普通股（A 股）股票，回购股份的资金总额不低于人民币 3,000 万元（含）， 不超过人民币 6,000 万元（含），回购股份的价格不超过 76 元/股（含），回购股 份的期限自董事会审议通过最终股份回购方案之日起不超过 6 个月。 1 截至本核查意见出具日，公司已实施完成本次回购计划，实际回购股份 477,322 股，占公司总股本 131,740,716 股的比例为 0.3623%，回购成交的最高价 为 67.09 元/股，最低价为 58.44 元/股，支付的资金总额为人民币 30,016,900.65 元（不含印花税、交易佣金等交易费用）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股份回 购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》及《公 司章程》等相关规定，上述公司回购的股份不参与利润分配。因此，公司 2024 年度利润分配实施差异化权益分派。 差异化分 ...

Core Viewpoint - The company, Hefei Chip Microelectronics Equipment Co., Ltd., has announced a differentiated cash dividend distribution plan, proposing a cash dividend of 0.37 RMB per share for its shareholders [1][2]. Dividend Distribution Plan - The total share capital of the company is 131,740,716 shares, with 477,322 shares in the repurchase account excluded, resulting in a base of 131,263,394 shares for the cash dividend calculation [2]. - The total cash dividend to be distributed amounts to approximately 48,567,455.78 RMB (including tax) [2]. - The cash dividend will not involve capital reserve conversion to share capital or stock dividends [1][2]. Ex-Dividend Dates - The relevant dates for the dividend distribution include the record date, ex-dividend date, and cash dividend payment date [3]. Implementation of Distribution - Cash dividends for shareholders will be distributed through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, based on the record date [3]. - Shares in the company's repurchase account will not participate in the profit distribution [3]. Taxation on Dividends - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, with a cash dividend of 0.37 RMB per share [4]. - For shares held for less than one year, the company will not withhold personal income tax at the time of distribution, but tax will be calculated and withheld upon the transfer of shares [4][5]. - For Qualified Foreign Institutional Investors (QFIIs), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.333 RMB per share [5][6]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's securities department at 0551-63826207 [6].

国泰海通证券股份有限公司 关于合肥芯碁微电子装备股份有限公司 差异化分红送转特殊除权除息事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 合肥芯碁微电子装备股份有限公司（以下简称"芯碁微装"或"公司"）2022 年 度向特定对象发行 A 股股票的持续督导保荐机构，根据《证券发行上市保荐业 务管理办法》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》《上 海证券交易所科创板股票上市规则》等有关规定，对芯碁微装差异化分红送转特 殊除权除息事项进行了审慎核查，具体情况如下： 一、本次差异化权益分派的原因 2025 年 5 月 14 日，公司 2024 年年度股东大会，审议通过了《关于公司 2024 年度利润分配预案的议案》，公司 2024 年度拟以实施权益分派股权登记日登记的 总股本扣减公司回购专用证券账户中的股份为基数分配利润，向全体股东每 10 股派发现金红利 3.70 元（含税）。截至本核查意见出具日，公司总股本 131,740,716 股，扣减回购专用证券账户中股份总数 477,322 股后的股本 131,263,394 股为基 数，以此计算合计拟派发现金红利 ...