Group 1 - The company Jingyi Equipment announced on November 7 that it plans to participate in the share transfer of its pre-IPO shareholders [1] - The seller of the shares is Anhui Beizhi Investment Management Center (Limited Partnership) [1] - The total number of shares to be transferred is 3.8862 million, which accounts for 2.31% of Jingyi Equipment's total share capital [1]

格隆汇11月7日丨京仪装备(688652.SH)公布，拟参与京仪装备首发前股东询价转让（简称"本次询价转 让"）的股东为安徽北自投资管理中心（有限合伙）。出让方拟转让股份的总数为3,886,229股，占京仪 装备总股本的比例为2.31%。本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级 市场减持。受让方通过询价转让受让的股份，在受让后6个月内不得转让。 ...

中信证券股份有限公司 关于北京京仪自动化装备技术股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受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"）股东安徽北自投资管理中心（有限合 伙）（以下简称"出让方"）委托，组织实施本次京仪装备首发前股东向特定机 构投资者询价转让（以下简称"本次询价转让"）。 1、安徽北自投资管理中心（有限合伙） 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"） 等相关规定，中信证券对参与本次询价转让股东的相关资格进行核查，并出具本 核查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托，委托中信证券组织实施本次 询价转让。 二、关于参与本次询价转让股东相关资格的核查情况 （一 ...

证券代码：688652 证券简称：京仪装备 公告编号：2025-035 北京京仪自动化装备技术股份有限公司 股东询价转让计划书 股东安徽北自投资管理中心（有限合伙）（以下简称"出让方"）保证向北京 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"）提供的信 息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和 完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 拟参与京仪装备首发前股东询价转让（以下简称"本次询价转让"）的股东 为安徽北自投资管理中心（有限合伙）。 出让方拟转让股份的总数为3,886,229股，占京仪装备总股本的比例为2.31%。 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市场减持。 受让方通过询价转让受让的股份，在受让后6个月内不得转让。 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施本次询 价转让。截至 2025 年 11 月 7 ...

Core Viewpoint - Jingyi Equipment (688652.SH) has disclosed a shareholder inquiry transfer plan, indicating a strategic move in its equity structure [1] Group 1 - The shareholder involved in the inquiry transfer is Anhui Beizi Investment Management Center (Limited Partnership) [1] - The total number of shares to be transferred is 3.886229 million shares, which represents 2.31% of the company's total share capital [1]

Core Viewpoint - Jingyi Equipment (688652.SH) has disclosed a shareholder inquiry transfer plan, indicating a potential change in ownership structure [1] Group 1 - The shareholder participating in the inquiry transfer is Anhui Beizi Investment Management Center (Limited Partnership) [1] - The total number of shares to be transferred is 3.886229 million shares, which represents 2.31% of the company's total share capital [1]

Core Viewpoint - The company reported strong revenue growth in Q3 2025, driven by high demand in the semiconductor equipment market, although short-term profits were impacted by increased R&D expenses and asset impairment losses [1][2]. Financial Performance - For Q1-Q3 2025, the company achieved revenue of 1.103 billion yuan, a year-on-year increase of 42.81%, with a gross margin of 33.27%, up 1.12 percentage points. The net profit attributable to shareholders was 129 million yuan, a slight decrease of 0.99%, while the net profit excluding non-recurring items increased by 7.15% to 110 million yuan [1]. - In Q3 2025, the company reported revenue of 368 million yuan, a year-on-year increase of 37.96%, but a quarter-on-quarter decrease of 7.17%. The gross margin was 32.90%, down 2.52 percentage points year-on-year and 2.33 percentage points quarter-on-quarter. The net profit attributable to shareholders was 39 million yuan [1]. Market Dynamics - The semiconductor equipment market is rapidly developing due to the expansion of downstream wafer fabs and the acceleration of domestic production processes. The company is one of the few domestic manufacturers to achieve large-scale application of semiconductor temperature control and process exhaust treatment equipment [3]. - The company's semiconductor temperature control equipment is used in the mass production of various key steps in the manufacturing of 90-14nm logic chips and 64-192 layer 3D NAND storage chips. The process exhaust treatment equipment is primarily used in the production of 90-28nm logic chips and 64-192 layer 3D NAND storage chips [3]. R&D and Product Development - The company places a strong emphasis on R&D innovation, with R&D expenditures reaching 112 million yuan in the first three quarters of 2025, a year-on-year increase of 61.60%. The company has made significant technological breakthroughs in semiconductor temperature control equipment, achieving a cooling capability of -120℃ [4]. - The company is actively expanding its product offerings, including wafer transfer equipment and components, while continuously upgrading existing temperature control and exhaust treatment equipment [4]. Future Outlook - The company has a robust order backlog, with contract liabilities increasing to 951 million yuan by the end of Q3 2025, providing a solid foundation for future performance growth. Inventory also increased to 2.349 billion yuan to meet order delivery requirements [2]. - As the company continues to deliver on its backlog and launch new products, it is expected that performance will maintain a growth trajectory, with profits gradually recovering [2].

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [1][21]. Core Insights - The company achieved a significant year-on-year revenue growth of 37.96% in Q3 2025, driven by strong demand in the semiconductor equipment market and competitive product advantages [6]. - The company is focusing on key technological advancements and a diversified product structure to support long-term growth, with R&D expenses increasing by 60.99% year-on-year in Q3 2025 [6]. - The company has a robust order backlog, with contract liabilities increasing to 9.51 billion yuan, ensuring future revenue growth [6]. - The report projects a steady increase in revenue and net profit over the next few years, with net profit expected to reach 446 million yuan by 2027 [2][6]. Financial Performance Summary - Total revenue is forecasted to grow from 1,026 million yuan in 2024 to 2,647 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 33.7% [2][7]. - The net profit attributable to the parent company is expected to increase from 153 million yuan in 2024 to 446 million yuan in 2027, reflecting a CAGR of around 45.0% [2][7]. - Earnings per share (EPS) are projected to rise from 0.91 yuan in 2024 to 2.66 yuan in 2027, indicating strong profitability growth [2][7]. Market Position and Product Development - The company is one of the few domestic manufacturers capable of large-scale application of semiconductor temperature control and process exhaust treatment equipment, having entered major IC manufacturing lines [6]. - The company is actively expanding its product offerings, including wafer transfer equipment and components, to enhance its market share in the semiconductor sector [6]. - The report highlights the company's commitment to R&D, with a focus on achieving breakthroughs in semiconductor temperature control technology, including ultra-low temperature capabilities [6].

证券代码：688652 证券简称：京仪装备 公告编号：2025-034 北京京仪自动化装备技术股份有限公司 关于召开2025年第三季度业绩说明会的公告 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。 一、说明会类型 北京京仪自动化装备技术股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日在上海证券交易所网站（www.sse.com.cn）披露了《北京京仪自动化 装备技术股份有限公司 2025 年第三季度报告》。为便于广大投资者更加全面深 入地了解公司经营业绩、发展战略等情况，公司定于 2025 年 11 月 7 日（星期五） 会议召开时间：2025 年 11 月 7 日（星期五）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：视频录播和网络文字互动 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 11 月 7 日 前 访 问 网 址 https://eseb.cn/1sOzFQi1LEY 或使用微信扫描下方小程序码进行会前 提问，公司将通过本次 ...

Group 1 - The core point of the article highlights the decline in the stock price of Beijing Jingyi Automation Equipment Technology Co., Ltd., which fell by 5.08% to 87.82 CNY per share, with a trading volume of 336 million CNY and a turnover rate of 3.12%, resulting in a total market capitalization of 14.754 billion CNY [1] - The company, established on June 30, 2016, 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 handling equipment (2.72%) [1] - The revenue composition indicates a strong reliance on semiconductor temperature control equipment, which constitutes the majority of the company's income, followed by process exhaust treatment equipment [1] Group 2 - From the perspective of major shareholders, E Fund's Active Growth Mixed Fund (110005) is among the top ten circulating shareholders of Jingyi Equipment, having reduced its holdings by 335,600 shares, now holding 1.8219 million shares, which represents 1.53% of the circulating shares [2] - The fund has experienced a floating loss of approximately 8.5629 million CNY due to this reduction in holdings [2] - E Fund's Active Growth Mixed Fund has shown a year-to-date return of 59.94% and a one-year return of 51.23%, ranking 634 out of 8154 and 1010 out of 8046 respectively [2] Group 3 - The fund manager, He Chongkai, has been in charge for 5 years and 340 days, with the fund's total asset size at 21.571 billion CNY, achieving a best return of 109.92% and a worst return of -10.87% during his tenure [3] Group 4 - E Fund's Active Growth Mixed Fund has Jingyi Equipment as its seventh-largest holding, accounting for 5.52% of the fund's net value, indicating a significant investment in the company despite recent reductions in shares [4]