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 荐代表人为林剑辉先生、汤文宇先生。本次变更不影响国泰海通证券 对公司的持续督导工作。 公司董事会对周磊先生在担任公司保荐代表人期间所做的工作 表示衷心感谢！ 特此公告。 证券代码：688630 证券简称：芯碁微装 公告编号：2025-024 合肥芯碁微电子装备股份有限公司 合肥芯碁微电子装备股份有限公司董事会 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。 附件：汤文宇先生简历 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、周磊先生，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。 汤文宇，保荐代表人、中国注册会计师、硕士研究生。曾就职于 普华永道中天会计师事务所(特殊普 ...

表示衷心感谢！ 证券代码：688630 证券简称：芯碁微装 公告编号：2025-024 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、周磊先生，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。 由于周磊先生工作变动，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汤文 宇先生（简历见附件）接替周磊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 荐代表人为林剑辉先生、汤文宇先生。本次变更不影响国泰海通证券 ...

Investment Rating - The report maintains an "Overweight" rating for the machinery industry, indicating a positive outlook compared to the overall market performance [4]. Core Insights - The machinery industry is expected to see a moderate recovery in demand in the second half of 2025, driven by equipment upgrades and technological empowerment [4]. - Key companies in the machinery sector are projected to experience varied growth rates in Q2 2025, with notable performances from companies like SANY Heavy Industry (25% growth) and PCB manufacturer Ding Tai Gao Ke (66% growth) [4][5]. - The report highlights three main trends in the robotics sector: the advancement of humanoid robots, the entry of global giants into the robotics field, and the practical application of various robot forms in specific scenarios [4]. - In the rail transit equipment sector, significant investment is expected to continue, with a projected fixed asset investment nearing 900 billion yuan for the year, supported by strong passenger demand [4]. - The engineering machinery sector is approaching a cyclical turning point, with signs of recovery in demand and a favorable environment for new machine sales [4]. - The laser segment is experiencing rapid growth, particularly in general laser applications, driven by technological advancements and increased overseas exports [4]. Summary by Sections Robotics and Components - The humanoid robot industry is progressing towards commercialization, with significant contributions expected from companies like Greentech Harmonic and Wolong Electric Drive [4]. Rail Transit Equipment - In the first half of 2025, China's railway fixed asset investment reached 355.9 billion yuan, a year-on-year increase of 5.5%, with expectations for continued high growth [4]. Engineering Machinery - The engineering machinery sector has seen improved profitability and is positioned for a new sales cycle as construction activity resumes [4]. Laser Technology - General laser demand is rapidly increasing due to high-power technology iterations and new applications in consumer electronics and photovoltaics [4].

Core Viewpoint - The article discusses the advancements and challenges in the domestic photolithography machine industry, emphasizing the need for self-sufficiency in light of increasing U.S. export controls on semiconductor technology to China. Group 1: Photolithography Machines - The photolithography machine is a critical device in semiconductor manufacturing, with the process being complex and costly, comprising steps like coating, exposure, and development [18][19]. - The global photolithography machine market is estimated to exceed $30 billion, with ASML dominating the market, holding an 82.1% share in 2022 [39][45]. - The demand for domestic photolithography machines is rising due to the expansion of wafer fabrication plants in China, with expected monthly capacity growth from 2.17 million wafers in 2023 to over 4.14 million by the end of 2026 [15][50]. Group 2: Technological Developments - The SSA600/20 series is currently the most advanced domestic photolithography machine, capable of mass production with a resolution of 90nm, primarily used for mature processes [3]. - SMEE is focusing on developing a 28nm immersion photolithography machine, with the goal of delivering the first unit by 2024-2025, although actual progress may vary [4]. - The resolution of photolithography machines can be enhanced through shorter wavelengths and increased numerical apertures, with ASML's EUV machines achieving resolutions as low as 8nm [11][33]. Group 3: Market Dynamics - The photolithography machine market is characterized by a few dominant players, with ASML, Canon, and Nikon controlling the majority of the market share [45]. - The U.S. has intensified export controls on semiconductor technology to China, making the localization of photolithography machines a pressing issue for the Chinese semiconductor industry [50][65]. - The construction of new wafer fabs and the rapid development of AI technologies are driving the demand for advanced photolithography machines in China, which are crucial for producing smaller transistors and higher performance chips [52][59]. Group 4: Investment Recommendations - The article suggests focusing on the domestic photolithography machine supply chain, highlighting companies such as Maolai Optical, Fuguang Co., Huicheng Vacuum, Inno Laser, Sudavige, and Chip Quasar as potential beneficiaries of this trend [96].

Summary of the Conference Call for Chipbond Technology Company Overview - **Company**: Chipbond Technology - **Industry**: PCB (Printed Circuit Board) and Advanced Packaging Key Points Industry and Market Dynamics - Chipbond Technology benefits from the growing demand for AI computing power, leading to a full order book for PCB exposure equipment [2][3] - The company signed a contract worth 146 million CNY for LDI (Laser Direct Imaging) equipment, indicating strong demand [2][3] - The LDI equipment market is expected to remain robust until 2026, supported by expansion plans from major companies [2][3] Financial Performance and Projections - The company has scheduled production through the end of Q3 2025, with monthly production of approximately 80 to 100 units in Q2 [5] - Projected revenue growth for 2025 is approximately 290 million CNY, representing an 80% year-over-year increase [5][11] Competitive Positioning - Chipbond's products are competitive in both PCB and advanced semiconductor fields, with a focus on high-value exposure processes [6] - The company’s LDI equipment is cost-effective, approximately half the cost of traditional projection exposure equipment, and is recognized by leading clients [3][9] - Performance metrics of Chipbond's products surpass those of international competitors, establishing a strong market position [6] Growth Opportunities - The advanced packaging and IC substrate sectors are expected to see significant growth, with IC substrate projected to grow by 50% to 100% by 2025 [3][7][10] - The company has developed 3-4 micron resolution capabilities in the IC substrate field, aligning with international standards [10] Future Outlook - The company is well-positioned to benefit from the ongoing expansion in AI computing demand, which is driving investments in high-layer PCBs and HDI boards [7][8] - The overall market outlook remains positive, with expectations of continued strong performance and profitability [7][11] Valuation and Stock Performance - Current valuation is around 40 times earnings, with historical averages closer to 50 times, suggesting potential for stock price appreciation [11] Additional Insights - The company’s advanced packaging technology addresses challenges in wafer reconstruction, enhancing operational efficiency and cost-effectiveness [9] - The anticipated recovery in the IC substrate market is expected to contribute to a strong rebound in equipment demand [10]

Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

Group 1 - The A-share photolithography machine (gel) concept has seen a short-term rise, with Dongcai Technology hitting the daily limit and achieving two consecutive boards in three days [1] - Chip Microelectronics has increased by over 8%, indicating strong market interest in the sector [1] - Other stocks such as Yake Technology, Feikai Materials, Shengjian Technology, and Huilun Crystal have also experienced upward movement, reflecting a broader trend in the industry [1]

Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment, promoting collaboration among experts and industry representatives to enhance the domestic semiconductor industry's capabilities [36][35][34]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui [30][5]. - It will feature over 20 speakers from the lithography industry, covering advanced lithography technologies, photoresists, and wet electronic chemicals [27][26]. - The event aims to foster deep interaction between upstream and downstream sectors of the industry, providing a platform for resource integration and collaboration [29][35]. Group 2: Key Topics and Discussions - Discussions will include the latest research and application prospects of extreme ultraviolet lithography (EUV), electron beam lithography, and nanoimprint technologies [26]. - The conference will analyze the current state of domestic photoresist production, technical bottlenecks, and the need for innovation to improve self-sufficiency and quality [34][35]. - Key issues regarding the localization of lithography equipment and the challenges faced in the domestic semiconductor manufacturing process will be highlighted [34][35]. Group 3: Featured Speakers and Sessions - Wei Ran, head of the semiconductor product line at Hefei Chip Microelectronics Equipment Co., will present on the industrialization of laser direct-write lithography equipment [7][1]. - The agenda includes specialized forums on advanced lithography technology and the development trends of photoresists and wet electronic chemicals [14][11]. - A roundtable discussion will feature industry leaders discussing the integration of scientific data-driven innovations in new materials [17][26]. Group 4: Company and Industry Background - Hefei Chip Microelectronics Equipment Co., established in June 2015, specializes in the research and production of direct imaging equipment based on micro-nano direct-write lithography technology [7]. - The company has over 200 intellectual property rights and has received multiple awards, including the "National High-tech Enterprise" designation [7]. - The lithography technology is crucial for semiconductor manufacturing, directly impacting chip performance, integration, and production costs [34].

Core Viewpoint - Chipone Microelectronics (芯碁微装) plans to initiate the process for issuing H-shares and listing on the Hong Kong Stock Exchange to enhance its international strategy and brand recognition [1][2]. Group 1: H-Share Listing Plans - The company's board approved the proposal to start preparations for the H-share issuance and listing on June 27, 2025, with a 12-month authorization period [1]. - The H-share listing aims to strengthen the company's capital strength and overall competitiveness [1]. - Specific details regarding the H-share listing are yet to be finalized, and the company will consult with relevant intermediaries [1]. Group 2: Previous Fundraising Activities - Chipone Microelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 1, 2021, raising a total of 460 million yuan, with a net amount of 416 million yuan after expenses [2][3]. - The company initially planned to raise 473 million yuan, with allocations for various projects including high-end PCB laser imaging equipment and wafer-level packaging [3]. - The total fundraising from the IPO and subsequent private placement amounts to 1.258 billion yuan [5]. Group 3: Recent Capital Increases - As of July 25, 2023, the company issued 10,497,245 shares at a price of 75.99 yuan per share, raising approximately 797.69 million yuan, with a net amount of about 789.36 million yuan after expenses [4].

Core Viewpoint - The lithography machine concept sector has shown a positive performance with a 2.34% increase, ranking 8th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the lithography machine sector, 29 stocks experienced gains, with notable performers including: - Kaimeite Gases and Haili Shares both hitting the daily limit up, with increases of 10.00% and 9.99% respectively [1][3]. - Xuguang Electronics rose by 9.97% [3]. - Other significant gainers included Blue Ying Equipment (up 14.60%), Jiuri New Materials (up 5.93%), and Zhongci Electronics (up 4.55%) [1][2]. - Conversely, the sector also saw declines in stocks such as Tengjing Technology (down 3.29%), Electronic Science and Technology Digital (down 1.20%), and Fuchuang Precision (down 1.11%) [1]. Group 2: Capital Flow - The lithography machine sector attracted a net inflow of 825 million yuan from main funds, with 23 stocks receiving net inflows [2]. - Xuguang Electronics led the net inflow with 312 million yuan, followed by Haili Shares (290 million yuan) and Kaimeite Gases (58.84 million yuan) [2][3]. - The net inflow ratios for key stocks were as follows: - *ST and Ke, Xuguang Electronics, and Haili Shares had net inflow ratios of 41.92%, 20.54%, and 18.75% respectively [3].