Core Viewpoint - 京仪装备 has shown significant activity in the financing market, with a notable increase in both financing and margin trading, indicating strong investor interest and potential growth opportunities in the semiconductor equipment sector [1][2]. Financing Activity - On December 2, 京仪装备 experienced a financing buy-in of 18.22 million yuan, with a net financing buy of 1.49 million yuan, while the total financing and margin trading balance reached 271 million yuan [1]. - The current financing balance of 270 million yuan accounts for 2.48% of the circulating market value, which is above the 80th percentile level over the past year, indicating a high level of investor engagement [1]. Margin Trading - On the same day, 京仪装备 had no shares repaid in margin trading but sold 300 shares, amounting to 27,000 yuan at the closing price, with a margin balance of 1.19 million yuan, also exceeding the 90th percentile level over the past year [1]. Company Overview - 京仪装备, established on June 30, 2016, and listed on November 29, 2023, specializes in the research, production, and sales of semiconductor equipment, with its main products including temperature control equipment (61.33% of revenue) and process waste gas treatment equipment (29.84%) [2]. - As of November 28, 2023, the company had 10,600 shareholders, a decrease of 2.26%, with an average of 11,281 circulating shares per person, an increase of 2.31% [2]. Financial Performance - For the period from January to September 2025, 京仪装备 reported a revenue of 1.103 billion yuan, reflecting a year-on-year growth of 42.81%, while the net profit attributable to shareholders was 129 million yuan, a slight decrease of 0.99% [2]. Dividend Distribution - Since its A-share listing, 京仪装备 has distributed a total of 33.6 million yuan in dividends [3]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is 东方人工智能主题混合A, holding 4.4724 million shares, an increase of 2.5204 million shares from the previous period [3]. - 易方达积极成长混合, the sixth-largest shareholder, reduced its holdings by 335,600 shares, while 香港中央结算有限公司, the tenth-largest shareholder, decreased its holdings by 363,000 shares [3].

证券日报网讯12月1日，京仪装备在互动平台回答投资者提问时表示，截至2025年11月28日，公司的股 东总户数为10554户。 ...

Market Performance - The semiconductor sector increased by 1.32% on November 28, with Xidian Micro leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Gainers in Semiconductor Sector - Xidian Micro (688173) closed at 17.48, up 14.62%, with a trading volume of 492,500 shares and a transaction value of 840 million [1] - Jinghe Integrated (688249) closed at 31.80, up 10.42%, with a trading volume of 697,000 shares and a transaction value of 2.171 billion [1] - Huicheng Co. (688403) closed at 15.17, up 9.37%, with a trading volume of 611,400 shares and a transaction value of 916 million [1] Top Losers in Semiconductor Sector - Hengkun New Materials (688727) closed at 49.21, down 3.66%, with a trading volume of 129,100 shares and a transaction value of 644 million [2] - Mingwei Electronics (e88eaa) closed at 49.78, down 3.51%, with a trading volume of 81,600 shares and a transaction value of 409 million [2] - Dongxin Co. (688110) closed at 130.00, down 3.00%, with a trading volume of 471,700 shares and a transaction value of 6.062 billion [2] Capital Flow in Semiconductor Sector - The semiconductor sector saw a net inflow of 294 million from institutional investors, while retail investors contributed a net inflow of 725 million [2] - Speculative funds experienced a net outflow of 1.019 billion [2] Individual Stock Capital Flow - Demingli (001309) had a net inflow of 4.30 billion from institutional investors, while speculative funds saw a net outflow of 2.86 billion [3] - Jinghe Integrated (688249) had a net inflow of 1.98 billion from institutional investors, but a net outflow of 209 million from retail investors [3] - Jiangbolong (301308) recorded a net inflow of 160 million from institutional investors, with a net outflow of 187 million from speculative funds [3]

Core Viewpoint - The A-share market saw a significant rise in storage chip stocks on November 28, with multiple companies experiencing notable gains in their stock prices [1]. Group 1: Stock Performance - LeiKe Defense (雷科防务) reached a limit-up with a gain of 10.06%, bringing its total market value to 10.1 billion [2]. - HuiCheng Co., Ltd. (汇成股份) increased by 9.16%, with a total market capitalization of 13 billion [2]. - Jingyi Equipment (京仪装备) rose by 8.93%, achieving a market value of 16.1 billion [2]. - Shanghai Xinyang (上海新阳) saw a gain of 5.31%, with a market cap of 17.8 billion [2]. - Benhai Materials (本海道材) increased by 4.29%, with a total market value of 48 billion [2]. - JingSheng Co., Ltd. (晶升股份) rose by 4.21%, with a market capitalization of 4.893 billion [2]. - Aerospace Intelligent Equipment (航天智装) increased by 3.35%, with a market value of 18.4 billion [2]. - Kexiang Co., Ltd. (科翔股份) saw a gain of 3.26%, with a market cap of 6.963 billion [2]. - Zhenhua Wind Power (振华风光) increased by 3.28%, with a market value of 11.6 billion [2]. - Jiangbolong (江波龙) rose by 3.17%, achieving a market capitalization of 103.4 billion [2]. - Chengbang Co., Ltd. (诚邦股份) increased by 2.98%, with a market value of 4.014 billion [2]. - Baiwei Storage (佰维存储) rose by 3.05%, with a total market capitalization of 49.4 billion [2]. Group 2: Year-to-Date Performance - LeiKe Defense (雷科防务) has a year-to-date increase of 75.69% [2]. - HuiCheng Co., Ltd. (汇成股份) has risen by 70.56% year-to-date [2]. - Jingyi Equipment (京仪装备) has a year-to-date increase of 95.82% [2]. - Shanghai Xinyang (上海新阳) has risen by 53.52% year-to-date [2]. - Benhai Materials (本海道材) has a year-to-date increase of 24.27% [2]. - JingSheng Co., Ltd. (晶升股份) has risen by 26.44% year-to-date [2]. - Aerospace Intelligent Equipment (航天智装) has a year-to-date increase of 97.45% [2]. - Kexiang Co., Ltd. (科翔股份) has a year-to-date increase of 110.14% [2]. - Zhenhua Wind Power (振华风光) has risen by 13.42% year-to-date [2]. - Jiangbolong (江波龙) has a remarkable year-to-date increase of 186.81% [2]. - Chengbang Co., Ltd. (诚邦股份) has a year-to-date increase of 223.19% [2]. - Baiwei Storage (佰维存储) has risen by 70.91% year-to-date [2].

Group 1 - The company, Jingyi Equipment, reported that as of October 31, 2025, the total number of shareholders is 11,817 [2]

Core Viewpoint - The announcement details the upcoming listing and circulation of strategic placement shares for Beijing Jingyi Automation Equipment Technology Co., Ltd., which will occur on December 1, 2025, after a 24-month lock-up period for 1,680,000 shares [2][3]. Group 1: Listing Details - The type of shares being listed is the first public offering of strategic placement shares, with a total of 1,680,000 shares set to be circulated [2]. - The total number of shares listed for circulation is equal to the entire quantity of strategic placement shares subject to the lock-up period [2]. - The shares will be available for trading on December 1, 2025, following the expiration of the lock-up period [3]. Group 2: Shareholder Information - The sole shareholder of the restricted shares is Guotai Junan Zhenyu Investment Co., Ltd., which holds 1,680,000 shares, representing 1.00% of the company's total share capital [3]. - The lock-up period for these shares is 24 months from the date of the company's initial public offering and listing [3]. Group 3: Compliance and Verification - The underwriting institution has confirmed that the shareholder has strictly adhered to the commitments made during the IPO process [5]. - The listing of the restricted shares complies with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [5].

Group 1 - The company Jingyi Equipment (SH 688652) announced that 1.68 million restricted shares will be unlocked and available for trading on December 1, 2025, representing 1% of the total share capital [1] - As of the latest report, Jingyi Equipment has a market capitalization of 14.9 billion yuan [2]

Core Points - The company announced the release of 1.68 million shares from strategic placement, representing 1.00% of the total share capital [1] - The lock-up period for these shares is 24 months, set to expire on December 1, 2025 [1] - The shareholder involved in this release is Guotai Junan Zhenyu Investment Co., Ltd., which will have no remaining locked shares after this release [1] - The company confirmed that this release includes all strategic placement shares within the lock-up period, with no unfulfilled special commitments [1]

证券代码：688652 证券简称：京仪装备 公告编号：2025-038 北京京仪自动化装备技术股份有限公司 首次公开发行战略配售限售股上市流通公告 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。 重要内容提示： 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为1,680,000股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为1,680,000股。 三、本次上市流通的限售股的有关承诺 本次股票上市流通日期为2025 年 12 月 1 日。 一、本次上市流通的限售股类型 经中国证券监督管理委员会《关于同意北京京仪自动化装备技术股份有限公 司首次公开发行股票注册的批复》（证监许可〔2023〕1778号）同意，北京京仪自 动化装备技术股份有限公司（以下简称"京仪装备"或"公司"）首次向社会公众 公开发行人民币普通股（A股）42,000,000股，于2023年11月29日在上海证券交易 所科创板上市，发行完成后总股本为168,000,000股，其中有限 ...

国泰海通证券股份有限公司（以下简称"国泰海通"、"保荐机构"）作为北 京京仪自动化装备技术股份有限公司（以下简称"京仪装备"或"公司"）首次 公开发行股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办 法》《上海证券交易所科创板股票上市规则》《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》等有关规定，对京仪装备首次公开发行战略配 售限售股上市流通事项进行了审慎核查，具体情况如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会《关于同意北京京仪自动化装备技术股份有限公 司首次公开发行股票注册的批复》（证监许可〔2023〕1778 号）同意，公司首次 向社会公众公开发行人民币普通股（A 股）42,000,000 股，于 2023 年 11 月 29 日 在上海证券交易所科创板上市，发行完成后总股本为 168,000,000 股，其中有限 售条件流通股 130,114,942 股，无限售条件流通股 37,885,058 股。 国泰海通证券股份有限公司 关于北京京仪自动化装备技术股份有限公司 首次公开发行战略配售限售股上市流通的核查意见 本次上市流通的限售股为公司首次公开发行 ...