经济观察网根据截至2026年2月13日的市场公开信息，京仪装备(代码：688652)近期股价出现明显波 动，2月13日单日上涨4.62%，盘中振幅达9.72%，近5个交易日累计上涨6.04%。此次异动主要受以下因 素驱动： 资金面情况 2月13日，京仪装备主力资金净流出4537.70万元，但日内成交额高达10.87亿元，换手率7.20%，显示资 金分歧显著。公开信息显示，融通内需驱动混合、前海开源高端装备制造混合等基金产品重仓持有该 股。当日股价振幅较大(最高128.75元，最低117.18元)，可能与节前避险资金调仓及部分筹码获利了结 有关。 股价情况 2月13日为农历蛇年最后一个交易日，A股整体缩量普跌(上证指数跌1.26%)，资金从光伏、小金属等高 位板块流向半导体设备、军工等防御性板块。京仪装备作为半导体设备细分龙头，受益于国产替代逻辑 强化，且年初至今涨幅达26.64%，技术面存在短期超跌反弹需求。 以上内容基于公开资料整理，不构成投资建议。 行业政策与环境 半导体设备板块近期表现强势。2月13日，半导体设备概念指数逆市上涨1.85%，成为当日少数收涨的 板块之一。行业层面，美国半导体行业协会报告显 ...

2月13日，京仪装备涨5.59%，截至发稿，报125.65元/股，成交3.59亿元，换手率2.44%，总市值211.09 亿元。 资料显示，北京京仪自动化装备技术股份有限公司位于北京市北京经济技术开发区凉水河二街8号院14 号楼A座，成立日期2016年6月30日，上市日期2023年11月29日，公司主营业务涉及公司主要从事半导 体专用设备的研发、生产和销售,主营产品包括半导体专用温控设备(Chiller)、半导体专用工艺废气处理 设备(Local Scrubber)和晶圆传片设备(Sorter)。主营业务收入构成为：半导体专用温控设备61.33%，半导 体专用工艺废气处理设备29.84%，零配件及支持性设备4.10%，晶圆传片设备2.72%，维护、维修等服 务1.96%，废品收入0.04%。 从基金十大重仓股角度 诺安研究优选混合A（008185）基金经理为邓心怡、周靖翔。 截至发稿，邓心怡累计任职时间3年224天，现任基金资产总规模51.95亿元，任职期间最佳基金回报 75.14%， 任职期间最差基金回报-16%。 周靖翔累计任职时间58天，现任基金资产总规模6.64亿元，任职期间最佳基金回报24.56%， ...

Investment Rating - The report assigns a "Buy" rating to the company [3]. Core Insights - The company is a leading player in semiconductor equipment, breaking international monopolies and establishing core technological barriers [1]. - The company has shown rapid revenue growth, with projected revenues reaching RMB 1.43 billion in 2025, representing a 39.3% increase from the previous year [2]. - The company has developed a rich matrix of core technologies, including precision temperature control and hazardous gas treatment, which are critical for semiconductor manufacturing [8]. Financial Summary - Revenue projections for the company are as follows: - 2023: RMB 742 million - 2024: RMB 1,026 million (growth rate: 38.3%) - 2025: RMB 1,430 million (growth rate: 39.3%) - 2026: RMB 2,350 million (growth rate: 64.4%) - 2027: RMB 3,068 million (growth rate: 30.6%) [2]. - The net profit attributable to shareholders is expected to be: - 2023: RMB 119 million - 2024: RMB 153 million (growth rate: 28.4%) - 2025: RMB 202 million (growth rate: 32.2%) - 2026: RMB 358 million (growth rate: 77.2%) - 2027: RMB 522 million (growth rate: 45.7%) [2]. Market Position and Competitive Advantage - The company is the only domestic manufacturer to achieve large-scale application of semiconductor temperature control equipment and is among the few to achieve mass production of waste gas treatment equipment, indicating significant scarcity in the market [8]. - The company has established deep ties with major wafer manufacturers, becoming a core supplier to companies like Yangtze Memory Technologies and SMIC, which solidifies its customer resource barriers [8]. - The company is actively expanding its production capacity and R&D capabilities, which will significantly enhance its growth potential as domestic wafer manufacturers expand [8]. Product Overview - The company's main products include: - Semiconductor temperature control equipment, which accounted for 61.33% of revenue in the first half of 2025 - Semiconductor process waste gas treatment equipment, contributing 29.84% - Wafer transfer equipment, making up 2.72% [26][27]. - The temperature control equipment features a wide temperature range from -70°C to 120°C and high precision, which is essential for advanced semiconductor manufacturing processes [50]. Growth Potential - The semiconductor equipment market is expected to continue expanding due to increasing demand from downstream applications and the growing complexity of manufacturing processes [48]. - The company is well-positioned to benefit from the ongoing shift towards domestic production and the increasing emphasis on supply chain security in the semiconductor industry [46].

Investment Rating - The industry investment rating is maintained as "Positive" [4] Core Insights - The demand for AI computing power is driving a persistent shortage in storage [2][8] - Major storage companies are experiencing strong performance, with AI demand expected to continue creating incremental opportunities [6] - The supply of niche storage is under pressure from mainstream storage, leading to a sustained tight supply situation [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengsuo [2][8] - Domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage are also highlighted [2] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [2] - Semiconductor equipment firms such as Zhongwei Company, Jingzhida, and Beifang Huachuang are recommended [2] - Domestic packaging and testing companies like Shentek, Huicheng, and Tongfu Microelectronics are included in the investment targets [2] Market Dynamics - TrendForce has revised upward the price growth rates for DRAM and NAND Flash products for the first quarter, with DRAM contract prices expected to rise by 90-95% and NAND Flash by 55-60% [7] - AI computing demand is becoming the dominant factor in storage demand, with significant price increases anticipated for Server DRAM and Enterprise SSDs [7] - The AI inference process is expected to significantly alter data center storage structures, leading to increased demand for active data storage [7] Niche Storage Supply - Niche storage products like NOR Flash and MLC/SLC NAND Flash are expected to remain in tight supply due to reduced production from major suppliers focusing on mainstream products [7] - The global capacity for MLC NAND Flash is projected to decrease by 41.7% in 2026 due to supply constraints [7]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688652 | 京仪装备 | 114.80 | -9.95% | 7.57万 | 9.04亿 | | 688809 | 强一股份 | 317.30 | -8.56% | 3.92万 | 12.86亿 | | 6888889 | 明微电子 | 66.00 | -7.67% | 8.98万 | 6.15亿 | | 688661 | 和林微纳 | 86.19 | -6.97% | 6.30万 | 5.59亿 | | 688249 | 晶合集成 | 36.98 | -6.97% | 45.58万 | 17.33 Z | | 688711 | 宏微科技 | 30.75 | -6.96% | 12.20万 | 3.87亿 | | 300223 | 北京君正 | 137.27 | -6.94% | 44.16万 | 62.34亿 | | 688233 | 神工股份 | 99.47 | -6.85% | 11.20万 | 11.39亿 | | 688279 | ...

声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 渤海汇金低碳经济一年持有期混合发起（016700）成立日期2022年11月29日，最新规模1582.83万。今 年以来收益42.37%，同类排名1/1；近一年收益33.46%，同类排名1/1；成立以来亏损18.52%。 渤海汇金低碳经济一年持有期混合发起（016700）基金经理为。 1月29日，京仪装备跌5.04%，截至发稿，报121.05元/股，成交3.01亿元，换手率2.02%，总市值203.36 亿元。 资料显示，北京京仪自动化装备技术股份有限公司位于北京市北京经济技术开发区凉水河二街8号院14 号楼A座，成立日期2016年6月30日，上市日期2023年11月29日，公司主营业务涉及公司主要从事半导 体专用设备的研发、生产和销售,主营产品包括半导体专用温控设备(Chiller)、半导体专用工艺废气处理 设备(Local Scrubber)和晶圆传片设备(Sorter)。主营业务收 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry [5] Core Insights - The ongoing shortage of niche storage is expected to continue, with AI demand opening up incremental growth opportunities [2][8] - AI demand is anticipated to drive the need for niche storage, particularly in applications such as automotive, industrial, and security [7] - Domestic manufacturers are positioned competitively in the niche storage market and are likely to benefit from the supply constraints caused by international suppliers exiting this segment [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengshuo [3][8] - Other relevant companies include domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage, as well as semiconductor equipment firms such as Zhongwei, Jingzhida, and Beifang Huachuang [3][8] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [3][8] Market Dynamics - The supply of niche storage products is being significantly reduced as major international suppliers focus on mainstream storage products, leading to a substantial contraction in supply [7] - For instance, the global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to supply shrinkage, which is expected to drive prices significantly higher [7] - Domestic firms are gaining market share in niche storage, with Zhaoyi Innovation holding approximately 18.5% of the NOR Flash market in 2024, ranking second globally [7]

Group 1 - The core viewpoint of the news is that Beijing Jingyi Automation Equipment Technology Co., Ltd. has seen a significant increase in its stock price, rising by 5.14% to 124.61 yuan per share, with a total market capitalization of 20.934 billion yuan [1] - The company specializes in the research, production, and sales of semiconductor equipment, with its main products including semiconductor temperature control equipment (61.33% of revenue), process exhaust treatment equipment (29.84%), and wafer sorting equipment (2.72%) [1] - The company was established on June 30, 2016, and went public on November 29, 2023, indicating a relatively recent entry into the public market [1] Group 2 - The Guoshou Anbao Fund holds a significant position in Jingyi Equipment, with its Guoshou Anbao Preferred State-Owned Enterprise Stock Initiation A Fund (019765) owning 9,500 shares, representing 5.53% of the fund's net value [2] - The fund has achieved a year-to-date return of 16.62% and a one-year return of 54.7%, ranking 250 out of 5,548 and 1003 out of 4,285 respectively in its category [2] - The fund manager, Xie Fu, has been in charge for 2 years and 97 days, with the best return during his tenure being 69.49% [3]

证券代码：688652 证券简称：京仪装备 公告编号：2026-005 北京京仪自动化装备技术股份有限公司 2026年第一次临时股东会决议公告 | 1、出席会议的股东和代理人人数 | 318 | | --- | --- | | 普通股股东人数 | 318 | | 2、出席会议的股东所持有的表决权数量 | 94,672,718 | | 普通股股东所持有表决权数量 | 94,672,718 | | 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 | 56.3528 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 56.3528 | （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 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：2026 年 1 月 23 日 （二） 股东会召开的地点：北京市经济技术开发区凉水河二街 8 号院 14 号楼 A 座大会议室 （三） ...

北京市天元律师事务所 关于北京京仪自动化装备技术股份有限公司 2026 年第一次临时股东会的法律意见 京天股字（2026）第 039 号 致：北京京仪自动化装备技术股份有限公司 北京京仪自动化装备技术股份有限公司（以下简称"公司"）2026 年第一次临 时股东会（以下简称"本次股东会"）采取现场投票与网络投票相结合的方式，现场 会议于 2026 年 1 月 23 日在北京市经济技术开发区凉水河二街 8 号院 14 号楼 A 座 大会议室召开。北京市天元律师事务所（以下简称"本所"）接受公司聘任，指派本 所律师参加本次股东会现场会议，根据《中华人民共和国公司法》、《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（2025 年修订）》 （以下简称"《股东会规则》"）以及《北京京仪自动化装备技术股份有限公司章程》 （以下简称"《公司章程》"）等有关规定，就本次股东会的召集、召开程序、出席 现场会议人员的资格、召集人资格、会议表决程序及表决结果等事项出具本法律意 见。 为出具本法律意见，本所律师审查了《北京京仪自动化装备技术股份有限公司 第二届董事会第十次会议决议》、《北京京仪自动化装备技术 ...