Market Overview - The Shanghai Composite Index rose by 0.08% to close at 4116.94 points, with a daily high of 4135.96 points [1] - The Shenzhen Component Index increased by 0.7% to close at 14255.12 points, reaching a peak of 14320.94 points [1] - The ChiNext Index gained 0.54%, closing at 3295.52 points, with a maximum of 3329.5 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets reached 27119.75 billion yuan, with a financing balance of 26945.23 billion yuan and a securities lending balance of 174.52 billion yuan [2] - This represents an increase of 115.92 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13746.08 billion yuan, up by 101.13 billion yuan, while the Shenzhen market's balance was 13373.67 billion yuan, increasing by 14.8 billion yuan [2] Fund Issuance - Seven new funds were launched yesterday, including: - E Fund Hong Kong Stock Connect Consumer Mixed A - E Fund Hong Kong Stock Connect Consumer Mixed C - Huitianfu Gain Return Bond A - Huaxia CSI 500 Free Cash Flow ETF Link C - Huitianfu Gain Return Bond C - Huaxia CSI 500 Free Cash Flow ETF Link A - E Fund Shanghai Composite ETF [4] Top Net Purchases on the Dragon and Tiger List - The top 10 net purchases on the Dragon and Tiger list included: - Zhongtung High-tech with a net purchase of 57664.7 million yuan - Longxin Technology with 26946.73 million yuan - Dazhu CNC with 25319.57 million yuan - Zhongrong Electric with 21762.39 million yuan - Tongfu Microelectronics with 20382.62 million yuan [6]

● 控股股东及实际控制人持股的基本情况 本次减持计划实施前，合肥芯碁微电子装备股份有限公司（以下简称"公司"）控股股东、实际控制人程 卓女士直接持有公司股份 36,787,490 股，占公司总股本的27.92%。上述股份均来源于公司首次公开发 行前取得的股份，并已上市流通。 ● 减持计划的实施结果情况 证券代码：688630 证券简称：芯碁微装 公告编号：2026-005 合肥芯碁微电子装备股份有限公司 关于控股股东、实际控制人减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： ■ （二）本次减持是否遵守相关法律法规、本所业务规则的规定 √是 □否 （三）本次实际减持情况与此前披露的减持计划、承诺是否一致 √是 □否 （四）减持时间区间届满，是否未实施减持 □未实施 √已实施 （五）实际减持是否未达到减持计划最低减持数量（比例） □未达到 √已达到 （六）是否提前终止减持计划 □是 √否 （七）是否存在违反减持计划或其他承诺的情况 □是 √否 特此公告。 合肥芯碁微电子装备股份有限公 ...

证券日报网讯 1月21日，芯碁微装发布公告称，公司控股股东、实际控制人程卓于2025年12月10日至 2026年1月21日通过集中竞价及大宗交易合计减持2，634，813股，占总股本2.00%，减持金额376， 161，350.10元，减持计划实施完毕，持股降至25.92%。 （文章来源：证券日报） ...

第1笔成交价格为163.00元，成交1.36万股，成交金额221.68万元，溢价率为-16.36%，买方营业部为国 泰海通证券股份有限公司北京知春路证券营业部，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。 第2笔成交价格为163.00元，成交8.30万股，成交金额1,353.62万元，溢价率为-16.36%，买方营业部为国 泰海通证券股份有限公司北京知春路证券营业部，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。 第3笔成交价格为163.00元，成交9.38万股，成交金额1,528.94万元，溢价率为-16.36%，买方营业部为中 信证券股份有限公司上海浦东新区东方路证券营业部，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。 第4笔成交价格为163.00元，成交1.60万股，成交金额260.80万元，溢价率为-16.36%，买方营业部为中 信证券股份有限公司总部(非营业场所)，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163.00元，成交4.35万股，成交金额709.05万元，溢价率为-16.36%，买方营业部为中 信证券 ...

每经AI快讯，芯碁微装1月21日晚间发布公告称，公司于2026年1月21日收到控股股东、实际控制人、 董事长程卓女士出具的《关于减持股份结果的告知函》，截至2026年1月21日，在本次减持计划实施期 间，程卓女士通过集中竞价及大宗交易方式累计减持公司股份约263万股，占公司总股本的2%。本次减 持计划实施完毕。 （记者 曾健辉） 每经头条（nbdtoutiao）——重磅数据公布：回升！专访徐洪才："内卷式竞争"得到一定缓解，下一 步"补收入"可形成良性循环 ...

Investment Rating - The report gives a "Buy" rating for the company, with a target price of 200 RMB and a valuation of 55 times PE for 2026 [5]. Core Insights - The company is a leader in PCB direct imaging technology, experiencing significant growth due to increased capital expenditure in the AI-PCB industry, with a projected sales revenue of 685 million RMB in 2024, capturing a 15% market share globally [2][34]. - The advanced packaging segment is expected to benefit from the CoWoS-L trend, with the company's WLP series products already securing over 100 million RMB in orders [3][54]. - The company is also entering the laser drilling equipment market, with potential for growth as domestic suppliers are expected to replace foreign competitors [4]. Summary by Sections PCB Direct Imaging Leader - The company is positioned as the global leader in PCB direct imaging equipment, with a sales revenue of 685 million RMB in 2024 and a market share of 15% [34]. - The overall revenue for the first three quarters of 2025 increased by 30% year-on-year, with a record monthly shipment of over 100 units in March 2025 [2][38]. - The second-phase production capacity is expected to be more than double that of the first phase, potentially reaching over 1500 units through optimized scheduling [2][40]. Advanced Semiconductor Business - The direct imaging technology is well-suited for the CoWoS-L process, which is anticipated to dominate the market, with TSMC's CoWoS-L capacity expected to exceed 50% by the end of 2026 [3][42]. - The company’s WLP series products are already aiding leading advanced packaging manufacturers in mass production, with expectations to ramp up production in the second half of 2026 [54]. Laser Drilling New Entrant - The company has developed a range of laser drilling equipment, which is crucial for HDI and FPC applications, and is currently undergoing validation with several leading clients [4][61]. - The market for laser drilling equipment is expected to grow as PCB companies focus on HDI technology, providing opportunities for domestic suppliers to capture market share [4][63]. Profit Forecast and Valuation - The company is projected to achieve net profits of 281 million, 480 million, and 675 million RMB for the years 2025 to 2027, respectively, with corresponding dynamic PE ratios of 80x, 47x, and 33x [5][73]. - The overall revenue is expected to reach 13.58 billion, 21.97 billion, and 29.95 billion RMB for the years 2025 to 2027, with significant year-on-year growth rates [5][73].

Core Viewpoint - The average stock price of the STAR Market is 48.62 yuan, with significant price variations among stocks, indicating a robust market performance and investor interest in high-value stocks [1]. Group 1: Stock Performance - A total of 441 stocks on the STAR Market rose today, while 151 declined, reflecting overall positive market sentiment [1]. - The highest closing price was recorded by Cambrian-U at 1353.87 yuan, which increased by 0.81% [1]. - Among stocks priced over 100 yuan, the average increase was 2.52%, with notable gainers including Longxin Technology and Chipone Microelectronics [1]. Group 2: Price Premiums - The average premium of stocks priced over 100 yuan relative to their issue price is 524.18%, with the highest premiums seen in companies like Shuwei New Materials and Anji Technology [1]. - The premium rates for these companies are 6144.67%, 2186.27%, and 2002.61% respectively, indicating strong investor confidence [1]. Group 3: Industry Concentration - The majority of stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery sectors, with 48, 13, and 12 stocks respectively [1]. Group 4: Capital Flow - The net inflow of main funds into stocks priced over 100 yuan today was 35.98 billion yuan, with leading inflows from Haiguang Information and SMIC [2]. - Conversely, the stocks with the highest net outflows included Zhenlei Technology and Baiwei Storage, with outflows of 406.05 million yuan and 326.70 million yuan respectively [2]. Group 5: Margin Trading - The total margin balance for stocks priced over 100 yuan is 127.72 billion yuan, with Cambrian-U and SMIC having the highest balances of 15.18 billion yuan and 13.27 billion yuan respectively [2].

格隆汇1月21日丨芯碁微装(688630.SH)公布，公司于2026年1月21日收到控股股东、实际控制人、董事 长程卓女士出具的《关于减持股份结果的告知函》，截至2026年1月21日，在本次减持计划实施期间， 程卓女士通过集中竞价及大宗交易方式累计减持公司股份263.48万股，占公司总股本的2.00%。本次减 持计划已实施完毕。 ...

证券之星消息，1月21日专用设备板块较上一交易日上涨2.35%，大族数控领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301200 | 大族数控 | 161.34 | 20.00% | | 9.29万 | 13.64亿 | | 300837 | 浙矿股份 | 53.40 | 20.00% | | 9.98万 | = 5.04亿 | | 920455 | 汇隆活塞 | 10.50 | 20.00% | | 19.56万 | 2.02亿 | | 688630 | 心碁微装 | 194.88 | 16.26% | 14.32万 | | 27.32亿 | | 001360 | 南矿集团 | 26.16 | 10.01% | | 16.26万 | 4.13亿 | | 002890 | 弘宇股份 | 16.28 | 10.00% | | 4.84万 | 76 ...

重要内容提示： 控股股东及实际控制人持股的基本情况 本次减持计划实施前，合肥芯碁微电子装备股份有限公司（以下简称"公 司"）控股股东、实际控制人程卓女士直接持有公司股份 36,787,490 股，占 公司总股本的 27.92%。上述股份均来源于公司首次公开发行前取得的股份，并 已上市流通。 减持计划的实施结果情况 证券代码：688630 证券简称：芯碁微装 公告编号：2026-005 合肥芯碁微电子装备股份有限公司 关于控股股东、实际控制人减持股份结果公告 本公司董事会、全体董事及相关股东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。 公司于 2025 年 10 月 1 日在上海证券交易所网站披露了《控股股东、实际控 制人减持股份计划公告》（公告编号：2025-046），公司控股股东、实际控制人程 卓女士拟通过集中竞价和大宗交易相结合的方式减持不超过 2,634,814 股公司 股份，占公司股份总数比例不超过 2.00%，减持期限为减持计划公告披露之日起 15 个交易日后的 3 个月内进行。 公司于 2026 年 1 月 21 日收到控股股东 ...