Core Viewpoint - The company, Hailin Micro-Nano (688661.SH), forecasts a net profit attributable to shareholders of the parent company for 2025 to be between 26 million and 33 million yuan, indicating a turnaround from losses to profitability [1] Group 1: Industry Trends - The global semiconductor industry is experiencing ongoing technological iterations in the high-performance computing sector, leading to an increase in the production scale of related chip products [1] - The evolution of chip manufacturing processes and packaging integration has raised the complexity of the finished product testing (FT) phase, necessitating higher technical requirements for signal transmission quality and testing environment stability [1] Group 2: Company Performance - As a supplier in the global computing chip supply chain, the company’s core product, FT testing probes, has aligned with customer technology standard upgrades, effectively meeting the requirements for physical precision and electrical performance in the testing phase of next-generation high-performance chips [1] - Changes in testing site and single test cycle for high-performance chips have led to an increase in the unit consumption and turnover frequency of FT testing probes, resulting in a steady release of order scale within the existing supply system [1] - The company has supported downstream customers' testing efficiency during the mass production phase of high-performance chips by ensuring a continuous supply of high-spec products and technical responsiveness, further optimizing its overall business structure and driving growth in operational performance for the year [1]

Group 1 - The core viewpoint of the article is that Helin Micro-Nano (688661.SH) expects to achieve a net profit attributable to shareholders of 26 million to 33 million yuan in 2025, marking a turnaround from losses to profits [2] - The net profit excluding non-recurring gains and losses is projected to be between 22 million and 27 million yuan [2] - The growth in global high-performance computing chip production scale and increased testing complexity are driving demand for high-specification FT testing probes, contributing to the company's performance improvement [2] Group 2 - The company's core product technology has a high degree of matching, and orders are being steadily released [2] - Business structure optimization is also a key factor driving the growth in performance [2]

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 26 million and 33 million yuan, marking a turnaround from losses [2]. - The net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, is projected to be between 22 million and 27 million yuan, also indicating a turnaround from losses [2]. - In the same period last year, the company reported a net loss of 8.71 million yuan attributable to shareholders of the parent company [6]. - The total profit for the previous year was -16.90 million yuan, with a net profit excluding non-recurring gains and losses of -19.88 million yuan [6]. Factors Influencing Performance - The increase in performance is attributed to the growing demand for high-precision testing probes due to advancements in semiconductor technology and increased production scale of related chip products [7]. - The company has effectively matched the new generation of high-performance chips' testing requirements, leading to an increase in order volume and improved business structure [7]. - The unit consumption and turnover frequency of FT testing probes have increased due to changes in testing site and cycle for high-performance chips [7]. Financial Data and Risks - The financial data provided is preliminary and has not been audited by a registered accountant, with no significant uncertainties affecting the accuracy of the performance forecast [9]. - Investors are advised to pay attention to investment risks as the final audited financial data will be disclosed in the 2025 annual report [10]. - The performance forecast period is from January 1, 2025, to December 31, 2025 [3].

Group 1 - The core viewpoint of the news highlights a significant increase in semiconductor-related indices and stocks, driven by strong market activity and positive developments in the semiconductor sector [1][2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) rose by 4.04%, with notable gains from stocks such as Xingfu Electronics (up 13.78%) and Chipone Microelectronics (up 11.38%) [1] - The China Securities Semiconductor Materials and Equipment Theme Index (931743) also saw a strong increase of 3.00%, with Chipone Microelectronics and Jinhaitong both rising by 11.10% and 10.00% respectively [1] Group 2 - Micron Technology announced the groundbreaking of an advanced wafer manufacturing facility in Singapore, with a planned investment of approximately $24 billion over the next decade, aimed at meeting the growing demand for NAND flash memory driven by AI [1] - According to Zhongyin Securities, the expansion of AI and data is driving the storage sector into a new cycle, with tight supply and demand leading to continuous price increases, particularly for new technologies like HBM [2] - The Sci-Tech Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment and materials, indicating a strong potential for domestic alternatives in the semiconductor industry, benefiting from the AI revolution and ongoing technological advancements [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Helin Micro-Nano, which fell by 5.17% to 85.42 CNY per share, with a trading volume of 416 million CNY and a turnover rate of 3.14%, resulting in a total market capitalization of 12.974 billion CNY [1] Group 2 - Helin Micro-Nano Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 18, 2012, with its listing date on March 29, 2021. The company specializes in the research, design, production, and sales of micro-precision electronic components and devices [1] - The main business revenue composition of Helin Micro-Nano includes: precision structural parts (44.34%), semiconductor chip test probes (32.73%), micro-shielding covers (15.36%), others (5.08%), waste revenue/rent (1.66%), and micro-connectors and components (0.83%) [1] Group 3 - From the perspective of fund holdings, Penghua Fund has one fund heavily invested in Helin Micro-Nano. The Penghua Vision Select Mixed Fund A (019820) held 53,800 shares in the fourth quarter, accounting for 6.38% of the fund's net value, ranking as the fifth largest holding [2] - The Penghua Vision Select Mixed Fund A (019820) was established on November 28, 2023, with a latest scale of 26.3862 million CNY. Year-to-date returns are 14.89%, ranking 449 out of 8,847 in its category; the one-year return is 82.5%, ranking 354 out of 8,099; and since inception, the return is 96.5% [2] - The fund manager of Penghua Vision Select Mixed Fund A is Wang Zijian, who has been in the position for 4 years and 356 days, with a total asset scale of 2.333 billion CNY. The best fund return during his tenure is 97.01%, while the worst is -28.9% [2]

内容概况：芯片测试接口，俗称测试插座或测试座，一种应用于芯片测试的硬件，是测试机台与待测芯 片连接的媒介。2024年，人工智能、先进计算需求爆发，叠加消费电子市场复苏，全球集成电路市场规 模恢复至5395.05亿美元，同比增长25.9%，其中逻辑芯片规模为2157.68亿美元，存储芯片规模为 1655.16亿美元。2025年，受益于人工智能应用及数据中心基础设施的强劲需求，推动了对于逻辑芯片 和存储芯片需求的增长，带动集成电路市场规模达6778.52亿美元，同比增长25.6%，预计2026年将大幅 增长至8742.91亿美元。半导体测试行业的需求扩张以及工艺升级都将促使测试接口行业的技术升级与 规模提升。近年来，全球集成电路产业发展迅速，高端数字芯片与存储芯片市场需求不断增加，推动测 试需求增加，这种需求传导效应进一步推动上游芯片测试接口环节市场规模加速扩张。数据显示，2025 年全球芯片测试接口及配件市场规模约为29.5亿美元，同比增长13.4%。中国大陆是芯片封测重要力 量，对芯片测试接口需求较大。尤其是近年来，中国半导体行业在政策支持和市场需求的推动下，实现 了快速发展，带动芯片测试接口市场规模明显扩张 ...

证券代码：688661 证券简称：和林微纳 编号：2026-002 三、 合同主要条款 苏州和林微纳科技股份有限公司 关于竞得土地使用权并投资建设项目的进展公告 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。 一、 项目投资概述 苏州和林微纳科技股份有限公司（以下简称"和林微纳"或"公司"）于 2026 年 1 月 5 日召开了第三届董事会第六次会议，审议通过了《关于拟购买土 地使用权并投资建设项目的议案》，同意公司开展"苏州和林微纳科技股份有限 公司手机光学镜头组件及半导体封测业务扩产项目"，拟参与竞拍以挂牌方式取 得苏新国土2025-WG-19号地块,项目总投资额76,050万元,授权公司经营管理层 具体负责购买土地使用权及项目建设相关事宜。 具体内容详见公司于 2026 年 1 月 6 日在上海证券交易所网站（www.sse.com. cn）披露的《关于拟购买土地使用权并投资建设项目的公告》（公告编号： 2026-001）。 二、 项目进展情况 公司按照法定程序参与了苏州市自然资源和规划局发布的国有土地使用权 挂牌出 ...

Group 1 - The core viewpoint of the news is the significant stock price increase of Helin Micro-Nano Technology Co., Ltd., which rose by 5.8% to 91.68 CNY per share, with a cumulative increase of 31.31% over three days [1] - Helin Micro-Nano, established on June 18, 2012, and listed on March 29, 2021, specializes in the research, design, production, and sales of micro-precision electronic components and devices [1] - The company's main business revenue composition includes precision structural parts (44.34%), semiconductor chip test probes (32.73%), micro-shielding covers (15.36%), and others [1] Group 2 - From the perspective of fund holdings, Guangfa Fund has a significant position in Helin Micro-Nano, with its Guangfa CSI 2000 ETF holding 8,328 shares, accounting for 0.65% of the fund's net value [2] - The Guangfa CSI 2000 ETF, established on September 8, 2023, has a current scale of 66.32 million CNY and has achieved a year-to-date return of 7.23% [2] - The fund manager, Xia Haoyang, has a tenure of 4 years and 246 days, with the best fund return during this period being 91.61% [2]

Group 1 - The stock of Helin Micro-Nano (688661) closed at 80.95 yuan on January 15, with a significant increase of 15.56%, a turnover rate of 8.50%, and a price fluctuation of 20.65%, resulting in a total transaction amount of 9.85 billion yuan [2] - The stock was listed on the daily trading list due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction amount of 370 million yuan, with a net buying amount of 9.928 million yuan [2] Group 2 - The main capital inflow for the stock was 122 million yuan for the day [3] - The top buying departments included the Shanghai-Hong Kong Stock Connect with a purchase amount of 603.944 million yuan, and two institutional special seats with amounts of 471.955 million yuan and 330.099 million yuan respectively [3] - The top selling department was also the Shanghai-Hong Kong Stock Connect, with a selling amount of 1.047822 billion yuan [3]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for New Qianglian, Pudong Development Bank, and Angel Yeast, indicating strong market confidence in these sectors [1][2]. - New Qianglian has a target price increase of 35.75%, with a highest target price set at 60.00 CNY, categorized under the wind power equipment industry [2]. - Pudong Development Bank shows a target price increase of 33.45%, with a highest target price of 15.00 CNY, classified in the joint-stock banking sector [2]. - Angel Yeast has a target price increase of 27.12%, with a highest target price of 55.55 CNY, belonging to the seasoning and fermentation products industry [2]. Group 2 - On January 14, a total of 17 listed companies received broker recommendations, with Dongpeng Beverage receiving the highest number of recommendations at 3, followed by Pudong Development Bank with 2 [3]. - Dongpeng Beverage's closing price was 264.68 CNY, and it is categorized in the beverage and dairy industry [3]. - Pudong Development Bank's closing price was 11.24 CNY, and it is classified under the joint-stock banking sector [3]. Group 3 - On January 14, two companies received their first coverage from brokers, with Lingge Technology rated "Overweight" and Helin Micro-Nano rated "Buy" by Huayuan Securities [4][5]. - Lingge Technology is categorized under specialized equipment, while Helin Micro-Nano is classified in the semiconductor industry [5].