Group 1 - The A-share market shows strong performance in storage chip concept stocks, with Tongfu Microelectronics (002156) hitting the daily limit, and several other companies like Jingyi Equipment, Saiteng Co., Jiangbolong, and Jucheng Co. rising over 7% [1] - Notable stock performances include: - Tongfu Microelectronics (002156) up 10% to 37.72, with a market cap of 57.2 billion and a year-to-date increase of 27.87% - Jingyi Equipment (688652) up 7.93% to 94.00, with a market cap of 15.8 billion and a year-to-date increase of 91.80% - Saiteng Co. (603283) up 7.67% to 52.25, with a market cap of 14.6 billion and a year-to-date increase of 6.59% [2] - Other companies with significant gains include Jiangbolong (301308) up 7.55% to 155.20, Jucheng Co. (688123) up 7.11% to 128.53, and Yake Technology (002409) up 6.45% to 71.41 [1][2] Group 2 - The overall trend indicates a bullish sentiment in the storage chip sector, with multiple stocks experiencing substantial increases in both daily performance and year-to-date metrics [1][2] - The market capitalization of the highlighted companies varies significantly, with Jiangbolong leading at 65.1 billion, followed by Tongfu Microelectronics at 57.2 billion, and Jucheng Co. at 20.3 billion [2]

Group 1 - The storage chip sector showed significant activity at the beginning of trading on September 24, with notable stocks reaching new highs and experiencing substantial gains [1] - Jingyi Equipment hit a new high during the trading session, indicating strong market interest [1] - Tongfu Microelectronics reached the daily limit increase, reflecting positive investor sentiment [1] Group 2 - Other companies in the sector, such as Xingfu Electronics, Weida Nano, Saiteng Co., Jiangfeng Electronics, and Juchen Co., also experienced upward movement in their stock prices [1]

Core Insights - The A-share market has shown strong performance in storage chip concept stocks, with several companies experiencing significant gains [1] Company Performance - Tongfu Microelectronics (通富微电) saw a limit-up increase of 10.00%, with a latest price of 37.72 and a total market capitalization of 57.2 billion, marking a year-to-date increase of 27.87% [2] - Jingyi Equipment (京仪装备) increased by 7.93% to a price of 94.00, with a market cap of 15.8 billion and a year-to-date increase of 91.80% [2] - Saiteng Co., Ltd. (赛腾股份) rose by 7.67% to 52.25, with a market cap of 14.6 billion and a year-to-date increase of 6.59% [2] - Jiangbolong (江波龙) increased by 7.55% to 155.20, with a market cap of 65.1 billion and a year-to-date increase of 80.47% [2] - Jucheng Technology (聚辰股份) saw a rise of 7.11% to 128.53, with a market cap of 20.3 billion and a year-to-date increase of 120.56% [2] - Yake Technology (雅克科技) increased by 6.45% to 71.41, with a market cap of 34.0 billion and a year-to-date increase of 23.82% [2] - Chengbang Co., Ltd. (诚邦股份) rose by 6.32% to 13.45, with a market cap of 355.4 million and a year-to-date increase of 186.17% [2] - Demingli (德明利) increased by 5.12% to 179.36, with a market cap of 40.7 billion and a year-to-date increase of 188.66% [2] - Changdian Technology (长电科技) rose by 4.41% to 40.93, with a market cap of 73.2 billion and a year-to-date increase of 0.55% [2] - Huahai Qingke (华海清科) increased by 4.03% to 142.49, with a market cap of 50.4 billion and a year-to-date increase of 30.60% [2]

9月24日，京仪装备涨5.06%，截至发稿，报91.50元/股，成交1.35亿元，换手率1.24%，总市值153.72亿 元。 从基金十大重仓股角度 数据显示，东方基金旗下1只基金重仓京仪装备。东方专精特新混合发起式A（015765）二季度减持 7000股，持有股数1.54万股，占基金净值比例为5.08%，位居第七大重仓股。根据测算，今日浮盈赚取 约6.81万元。 东方专精特新混合发起式A（015765）成立日期2022年12月7日，最新规模1147.23万。今年以来收益 39.43%，同类排名1821/8173；近一年收益103.45%，同类排名572/7996；成立以来收益24.57%。 东方专精特新混合发起式A（015765）基金经理为陈皓。 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(Sorte ...

Investment Rating - The report maintains an "Accumulate" rating for the company [4] Core Views - The company has demonstrated steady revenue growth in H1 2025, driven by strong demand in the semiconductor equipment market and its competitive product advantages [2][3] - The company is the only domestic manufacturer capable of large-scale application of semiconductor-specific temperature control and process waste gas treatment equipment, achieving a leading position in technology [3] - The company is expected to benefit from the expansion of downstream semiconductor manufacturing capacity and the acceleration of domestic substitution trends, indicating significant future growth potential [8][9] Financial Performance - In H1 2025, the company achieved revenue of 735 million yuan, a year-on-year increase of 45.38%, and a net profit attributable to shareholders of 90 million yuan, up 12.84% year-on-year [1] - The overall gross margin for H1 2025 was 33.46%, an increase of 3.04 percentage points year-on-year, while the net profit margin was 12.25%, a decrease of 3.53 percentage points year-on-year [2] - The company forecasts revenues of 1,500 million yuan in 2025, with a net profit of 257 million yuan, corresponding to an EPS of 1.53 yuan [9] Market Position and Product Advantages - The company's products are widely used in various stages of integrated circuit manufacturing, with clients including major domestic manufacturers such as Yangtze Memory Technologies and SMIC [2][8] - The company has achieved comprehensive technological breakthroughs in core semiconductor equipment, positioning itself at a leading level domestically and advanced internationally [3] Future Growth Drivers - The semiconductor equipment market is expected to grow significantly due to increased capital expenditures in semiconductor manufacturing, with the company poised to capture market share as domestic production lines expand [8][9] - The report anticipates that the company will achieve net profits of 371 million yuan and 516 million yuan in 2026 and 2027, respectively, with corresponding EPS of 2.21 yuan and 3.07 yuan [9]

Core Viewpoint - 京仪装备's stock price increased by 5.86% to 84.36 CNY per share, with a market capitalization of 14.172 billion CNY as of September 19 [1] Company Overview - Beijing Jingyi Automation Equipment Technology Co., Ltd. was established on June 30, 2016, and listed on November 29, 2023 [1] - The company specializes in the research, production, and sales of semiconductor equipment, with main products including semiconductor temperature control equipment (Chiller), process exhaust treatment equipment (Local Scrubber), and wafer sorting equipment (Sorter) [1] - Revenue composition: - Semiconductor temperature control equipment: 61.33% - Process exhaust treatment equipment: 29.84% - Spare parts and support equipment: 4.10% - Wafer sorting equipment: 2.72% - Maintenance and repair services: 1.96% - Scrap revenue: 0.04% [1] Shareholder Insights - 东方基金's fund, 东方人工智能主题混合A (005844), increased its holdings in 京仪装备 by 467,400 shares, totaling 1.952 million shares, representing 1.91% of the circulating shares [2] - The fund has achieved a year-to-date return of 33.73% and a one-year return of 86.5% [2] Fund Performance - The fund manager of 东方人工智能主题混合A is 严凯, with a total asset size of 4.421 billion CNY [3] - The best return during his tenure is 43.16%, while the worst return is -15.44% [3] Top Holdings - 东方基金's fund, 东方专精特新混合发起式A (015765), reduced its holdings in 京仪装备 by 7,000 shares, holding 15,400 shares, which is 5.08% of the fund's net value [4] - The fund has achieved a year-to-date return of 34.51% and a one-year return of 89.07% [4] Fund Manager Insights - The fund manager of 东方专精特新混合发起式A is 陈皓, with a total asset size of 91.8407 million CNY [5] - The best return during his tenure is 30.11%, while the worst return is -39.86% [5]

（文章来源：证券日报） 证券日报网讯 9月18日晚间，京仪装备发布公告称，公司于2025年9月18日召开职工代表大会，选举于 浩先生为公司第二届董事会职工代表董事。 ...

证券代码：688652 证券简称：京仪装备 公告编号：2025-031 北京京仪自动化装备技术股份有限公司 2025年第二次临时股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 18 日 （二） 股东大会召开的地点：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） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 168 | | --- | --- | | 普通股股东人数 | 168 | | 2、出席会议的股东所持有的表决权数量 | 83,282,695 | | 普通股股东所持有表决权数量 | 83,282,695 | | 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 | 49.5730 | | 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（%） ...

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 2025 年第二次临时股东大会的法律意见 京天股字（2025）第 604 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"）2025 年第二次临 时股东大会（以下简称"本次股东大会"）采取现场投票与网络投票相结合的方式， 现场会议于 2025 年 9 月 18 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大会现场会议，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，就本次股东大会的召集、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 第二届董事会第八次会议决议》、《北京京仪自动化 ...

证券代码：688652 证券简称：京仪装备 公告编号：2025-032 北京京仪自动化装备技术股份有限公司 关于公司董事离任及选举职工代表董事的公告 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、准确性和完整性承担法律责任。 重要内容提示： 北京京仪自动化装备技术股份有限公司（以下简称"公司"）董事会于近日 收到非独立董事于浩先生递交的书面辞职报告。于浩先生因公司治理要求，申请 辞去公司董事职务，辞职后，于浩先生仍然担任公司总经理，其将继续在公司发 挥关键作用。 公司于 2025 年 9 月 18 日召开股东会审议通过了《关于取消监事会并修订< 公司章程>的议案》，根据《公司章程》，公司设职工代表董事 1 名，由公司职工 通过职工代表大会民主选举产生。公司于 2025 年 9 月 18 日召开职工代表大会， 选举于浩先生为公司第二届董事会职工代表董事。 一、董事离任情况 根据《公司法》《上市公司章程指引》(以下简称《章程指引》)、《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《规范运作》) 等相关法律法规的规定，公司已于 ...