格隆汇9月30日丨芯碁微装(688630.SH)公布，因自身资金需求，实际控制人、董事长程卓女士拟通过集 中竞价和大宗交易相结合的方式减持不超过263.48万股公司股份，占公司股份总数比例不超过2.00%， 将于本减持计划公告披露之日起15个交易日后的3个月内进行。其中：拟通过集中竞价方式减持的，任 意连续90日内减持总数不超过公司股份总数的1%；拟通过大宗交易方式减持的，任意连续90日内减持 总数不超过公司股份总数的2%。 ...

人民财讯9月30日电，芯碁微装(688630)9月30日公告，持股27.92%的控股股东、实际控制人、董事长程 卓拟通过集中竞价和大宗交易相结合的方式减持不超过263.48万股公司股份，占公司股份总数比例不超 过2%。 ...

Group 1 - The controlling shareholder and actual controller of Chipbond Technology, Cheng Zhuo, holds 36.7875 million shares, accounting for 27.92% of the total shares [1] - Due to funding needs, the company plans to reduce its holdings by no more than 2.00%, which equates to 2.6348 million shares, between October 30, 2025, and January 29, 2026 [1] - The planned reduction will be executed through centralized bidding and block trading, with each method not exceeding 1.3174 million shares [1]

Market Overview - The Shanghai Composite Index rose by 0.52% on September 30, with 19 out of 28 sectors experiencing gains, led by the non-ferrous metals and defense industries, which increased by 3.22% and 2.59% respectively [1] - Conversely, the communication and non-bank financial sectors saw declines of 1.83% and 1.14% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 32.30 billion yuan across the two markets, with only four sectors experiencing net inflows [1] - The defense industry led the net inflow with 2.07 billion yuan, followed by the non-ferrous metals sector with a net inflow of 1.98 billion yuan [1] Mechanical Equipment Sector Performance - The mechanical equipment sector experienced a slight decline of 0.02%, with a net outflow of 3.43 billion yuan [2] - Out of 531 stocks in this sector, 189 rose while 330 fell, with three stocks hitting the daily limit up and one hitting the limit down [2] - The top three stocks with significant net inflows were Hezhuan Intelligent (4.27 billion yuan), Xinlai Materials (1.50 billion yuan), and Zhongkong Technology (1.30 billion yuan) [2] Mechanical Equipment Sector Outflow - The top stocks with the highest net outflows included Huagong Technology (-1.47 billion yuan), Yingweike (-589.68 million yuan), and Xinqi Microelectronics (-168.35 million yuan) [3] - The sector's overall performance reflected a mixed sentiment among investors, with notable volatility in individual stock movements [3]

Core Insights - The consumer electronics industry is gradually recovering this year, driven by rapid advancements in artificial intelligence (AI) technology, leading to increased demand for high-value printed circuit board (PCB) products. The overall PCB market is showing a positive acceleration, with Prismark predicting a 6.8% growth in global PCB industry output value for the year [1]. Industry Overview - The PCB industry is facing challenges in high-end sectors, with domestic high-end PCB equipment localization rate below 30% and a 65% reliance on imports for key materials like ABF film. The focus is on high-end packaging substrate technology, ultra-precision processing equipment, and special material systems [1]. - However, the overall capability for self-sufficiency is rapidly improving, with the government prioritizing high-performance PCBs as part of its industrial strengthening initiatives. R&D expense deductions have been increased to 120%, and a 20 billion yuan fund has been established in the Pearl River Delta to support breakthroughs in critical technologies [1]. Market Dynamics - The Chinese PCB industry has achieved 100% self-sufficiency in mid-to-low-end products, with expectations to increase the localization rate in high-end sectors to 45% by 2026. Leading companies are achieving gross margins of 35-40%, and technological advancements are closing the gap with Japanese and Korean firms. By 2028, the PCB industry chain is expected to achieve near-complete self-sufficiency, except for a few specialized materials [1]. Future Prospects - The PCB industry is anticipated to enter a new growth cycle as market inventory adjustments and weak consumer electronics demand are concluding, alongside accelerated AI application development. The industry faced a contraction in 2023 due to inventory destocking pressures and interest rate hikes, but is now poised for recovery [8]. - According to Prismark, the global PCB output value is projected to reach $73.565 billion in 2024, representing a 5.8% year-on-year increase. By 2029, the global PCB output value is expected to reach $94.661 billion, with a CAGR of 5.2% from 2024 to 2029, indicating a stable growth trend [10]. Company Analysis - Dazhu CNC (301200) focuses on the R&D, production, and sales of PCB-specific equipment, covering various key devices in the PCB production process. The company serves 80% of the top 100 global PCB companies as per the 2024 Prismark ranking, with a market share of 6.5%. For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion yuan, a 52.26% increase year-on-year, and a net profit of 263 million yuan, up 83.82% [13]. - Dongwei Technology (688700) is a leading manufacturer of electroplating equipment, primarily serving the PCB electroplating sector. The company holds over 50% market share in vertical continuous electroplating equipment in China. In the first half of 2025, Dongwei reported a revenue of 443 million yuan, a 13.07% increase, but a net profit decline of 23.66% to 42.503 million yuan [15]. - Chipbond Technology (688630) specializes in equipment used in the exposure stages of PCB processing. The company is expanding from low-end to high-end markets, driven by the rapid iteration of AI servers. In the first half of 2025, Chipbond reported a revenue of 654 million yuan, a 45.59% increase, and a net profit of 142 million yuan, up 41.05% [17].

Core Points - The company, Hefei Chip Microelectronics Equipment Co., Ltd., is convening its second extraordinary general meeting of shareholders in 2025 on October 14, 2025, at 14:30 [2][4] - The meeting will be held at the company's headquarters in Hefei, and shareholders can participate through both on-site and online voting [2][4][5] - The board of directors has ensured that the announcement contains no false records, misleading statements, or significant omissions [1] Meeting Details - The meeting will take place at Hefei High-tech Zone, Changning Avenue, Building 1, Room 789 [2] - Online voting will be available from 9:15 to 15:00 on the same day, using the Shanghai Stock Exchange's network voting system [2][4] - Shareholders must register to attend the meeting, with registration available on October 13, 2025 [11][12] Voting Procedures - The voting will combine on-site and online methods, with specific time slots for each [4][5] - Shareholders can vote through the Shanghai Stock Exchange's network voting system or via designated trading platforms [6][7] - Duplicate votes through different methods will be counted only once, based on the first vote cast [7] Attendance and Registration - Only shareholders registered with the China Securities Depository and Clearing Corporation Limited as of the close of trading on the registration date can attend [9] - Registration can be done in person, by mail, or by fax, with specific requirements for both individual and corporate shareholders [11][14] Other Information - Attendees are responsible for their own accommodation and travel expenses [16] - Contact information for the company is provided for any inquiries related to the meeting [17]

Core Viewpoint - Chipone Microelectronics (688630.SH) has disclosed a draft employee stock ownership plan for 2025, aimed at key personnel who significantly impact the company's performance and long-term development [1] Summary by Categories Employee Stock Ownership Plan - The plan includes directors (excluding independent directors), senior management, and core personnel, with a maximum of 141 participants at its inception [1] - The stock source for the plan will be from the company's repurchase account, with a maximum of 477,322 shares, representing no more than 0.36% of the company's total share capital [1] - The share transfer price is set at 75.70 yuan per share, with funding sourced from employees' legal salaries, self-raised funds, and other legally permitted methods [1]

智通财经APP讯，芯碁微装(688630.SH)披露2025年员工持股计划(草案)，参加对象为对公司整体业绩和 中长期发展具有重要作用和影响的董事(不含独立董事)、高级管理人员及核心骨干人员，初始设立时总 人数不超过141人，其中董事(不含独立董事)、高级管理人员为1人。 该持股计划的股票来源为公司回购专用账户的公司A股普通股股票，持股计划预计持有公司股票数量不 超过47.7322万股，占公司当前总股本的比例不超过0.36%。持股计划受让价格为75.70元/股，资金来源 为员工合法薪酬、自筹资金和法律、行政法规允许的其他方式。 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月26日丨芯碁微装(688630.SH)公布2025年员工持股计划，本持股计划的股票来源为公司回购专 用账户的公司A股普通股股票，本持股计划预计持有公司股票数量不超过47.7322万股，占公司当前总股 本的比例不超过0.36%。本持股计划受让价格为75.70元/股，资金来源为员工合法薪酬、自筹资金和法 律、行政法规允许的其他方式。公司不以任何方式向持有人提供垫资、担保、借贷等财务资助。 ...

合肥芯碁微电子装备股份有限公司 2025 年员工持股计划管理办法 第一章 总则 第一条 为规范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"）2025 年员工持股计划（以下简称"持股计划"）的实施，根据《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》"）、中国证监会《关于上市公司实施员工持股计划试点的指导意见》（以下简称 "《指导意见》"）、《上海证券交易所科创板上市公司自律监管指引第 1 号——规范 运作》（以下简称"《自律监管指引第 1 号》"）等相关法律、行政法规、规章、规范 性文件和《合肥芯碁微电子装备股份有限公司章程》（以下简称"《公司章程》"）、《合 肥芯碁微电子装备股份有限公司 2025 年员工持股计划（草案）》之规定，特制定《合 肥芯碁微电子装备股份有限公司 2025 年员工持股计划管理办法》（以下简称"本办 法"）。 第二章 持股计划的制定 第二条 持股计划的基本原则 （一）依法合规原则 公司实施持股计划，严格按照法律、行政法规的规定履行程序，真实、准确、 完整、及时地实施信息披露。任何人不得利用持股计划进行内幕交易、操 ...