该项目的投资建设符合行业发展趋势和公司在全国多点布局实验室的战略规划，有利于公司把握半导体 第三方检测分析的发展机遇，满足不断增长的市场需求，进而提升公司的市场占有率，巩固公司的行业 地位;同时，将实现公司产线升级与实验室建设，进一步赋能公司研发创新，增强公司的核心竞争力， 对公司的长期可持续发展具有重要意义。 胜科纳米(688757.SH)发布公告，为落实公司的战略规划，加快重点区域市场布局，充分发挥公司在半 导体第三方检测分析领域的竞争优势，满足公司不断增长的检测分析市场需求，公司全资子公司青岛胜 科或其合并报表范围内公司拟使用约5亿元投资建设"青岛检测分析能力提升建设项目"。 ...

证券代码：688757 证券简称：胜科纳米 公告编号：2025-035 胜科纳米（苏州）股份有限公司 关于全资子公司拟投资建设项目的公告 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： 1、本次投资建设项目尚需通过政府相关部门的立项备案、环评报批、建设 工程规划审批等程序，如因国家或地方政策调整，项目审批与实施条件发生变化， 项目可能存在顺延、变更、中止或终止的风险。 （一）项目名称：青岛检测分析能力提升建设项目 2、本次投资建设项目投资金额等均为预计，实施情况存在不确定性。在实 施过程中可能存在因自然灾害、施工进度等因素导致项目无法按期完成的风险。 3、本次投资建设项目是基于当前行业前景、技术水平、公司发展战略等综 合因素作出的判断，但由于宏观环境、行业政策、市场需求等因素存在一定的不 确定性，可能存在投资计划及收益不达预期的风险。 项目内容：胜科纳米（苏州）股份有限公司（以下简称"胜科纳米"或 "公司"）全资子公司胜科纳米（青岛）有限公司（以下简称"青岛胜科" ） 或其合并报表范围内公司拟投资建设"青岛检测 ...

格隆汇11月28日｜胜科纳米（苏州）股份有限公司全资子公司胜科纳米（青岛）有限公司或其合并报表 范围内公司拟投资建设"青岛检测分析能力提升建设项目"。本项目总投资人民币约5亿元（含建设厂 房、购置设备费等，最终投资总额以实际投入为准），资金来源包括但不限于自有资金、银行贷款或其 他符合法律法规规定的方式，青岛胜科或其合并报表范围内公司将根据实际资金情况对项目的实施进度 进行合理规划调整。 ...

人民财讯11月28日电，胜科纳米(688757)11月28日公告，全资子公司青岛胜科或其合并报表范围内公司 拟投资建设"青岛检测分析能力提升建设项目"，总投资约5亿元(含建设厂房、购置设备费等，最终投资 总额以实际投入为准)，资金来源包括但不限于自有资金、银行贷款或其他符合法律法规规定的方式， 青岛胜科或其合并报表范围内公司将根据实际资金情况对项目的实施进度进行合理规划调整。 ...

Core Viewpoint - The company plans to invest approximately 500 million yuan in the "Qingdao Testing and Analysis Capability Enhancement Project" to expand its semiconductor testing and analysis capabilities through the establishment of a new third-party testing laboratory in Qingdao [1] Investment Details - Total investment for the project is around 500 million yuan, which includes costs for building facilities and purchasing equipment [1] - Funding sources will include the company's own funds and bank loans [1] - The investment has been approved by the board of directors and does not require shareholder approval [1] Project Status - The project is subject to government department filing or approval, which may involve risks such as delays, changes, suspension, or termination [1]

Core Viewpoint - The company, Victory Nano (688757), is positioned as a third-party testing and analysis laboratory for the semiconductor industry, benefiting from the growth in demand for advanced processes and new technologies, while also adapting to market conditions by offering cost-effective solutions through a Labless model [1][2]. Financial Performance - In the first three quarters of this year, the company achieved operating revenue of 386 million yuan, representing a year-on-year growth of 31.22%, and a net profit attributable to shareholders of 56.59 million yuan, with a year-on-year increase of 3.59% [2]. - Orders and revenue from advanced process fields, including 28nm and below processes, high-end specialty processes, advanced packaging, and advanced materials, have shown significant year-on-year growth [2]. Market Trends and Opportunities - The semiconductor testing and analysis demand is expected to grow further due to influences from artificial intelligence, high-performance computing, and domestic production trends, presenting more development opportunities for the company [3]. - The company has established new facilities, including a headquarters in Suzhou and a laboratory in Beijing, which are expected to provide sufficient capacity for future revenue growth [3]. Technological Advancements - The company’s fourth-generation production line utilizes transistor-level nano-probe analysis technology to address the high demands of failure analysis for advanced process SRAM, leading to an increase in customer numbers and order demand, contributing to higher profit margins [2].

Core Insights - The company, Shengke Nano, is enhancing its core value in the semiconductor industry through strategic actions, including the launch of a dedicated drone delivery line and a partnership with Peking University for talent development [1][3] Group 1: Operational Efficiency - On October 20, Shengke Nano successfully launched China's first inter-provincial semiconductor testing drone line, reducing sample transportation time from 2.5 hours to "minute-level," achieving over 2x efficiency improvement [1] - The drone line covers a distance of 75 kilometers and utilizes a customized configuration capable of carrying 10 kilograms over a range of 110 kilometers, addressing industry pain points related to logistics delays and enhancing the safety of high-value chip samples [1][2] - The company plans to expand its drone routes to include areas like Pudong Zhangjiang, aiming for over 2,000 annual transport operations and establishing a nationwide service network with a "minute-level response" within a 120-kilometer radius [2] Group 2: Financial Performance - In the first three quarters of 2025, the company reported revenue of 386 million yuan, a year-on-year increase of 31.22%, serving over 2,000 global clients, including major players like Qualcomm and Broadcom [2] - The company's core business segments include failure analysis, material analysis, and reliability analysis, with projected revenue of 415 million yuan in 2024, and a market share of 7.44% in the domestic failure and material analysis sectors [2] - The company’s gross margin remains high at 42.59%, significantly above the industry average of 35% [4] Group 3: Talent Development and R&D - On November 7, Shengke Nano signed a cooperation agreement with Peking University to develop a graduate course on integrated circuit failure analysis, integrating practical industry experience into academic training [3] - The company has increased its R&D investment from 22.54 million yuan in 2021 to 45.80 million yuan in 2024, maintaining over 10% of its revenue for R&D, and holds 40 invention patents as of June 2025 [3] - The workforce includes 40.91% of personnel with master's degrees or higher, indicating a strong technical foundation [3] Group 4: Market Outlook - The semiconductor third-party testing industry is entering a golden development period, with the domestic market expected to exceed 10 billion yuan in 2024 and reach 18-20 billion yuan by 2027, reflecting a compound annual growth rate of over 10% [4] - Shengke Nano is positioned to capture growth in the advanced process sector with its 3nm testing capabilities while building service barriers through logistics upgrades and talent cultivation [4]

Market Overview - The professional services sector experienced a decline of 0.2% on November 14, with Xigao Hospital leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Xigao Hospital (688334) closed at 20.39, down 2.63% with a trading volume of 40,400 shares and a turnover of 82.99 million yuan [1] - Shengke Nano (688757) closed at 27.46, down 1.96% with a trading volume of 11,300 shares and a turnover of 31.38 million yuan [1] - Other notable declines include: - Zhonggang Tianyuan (002057) down 1.91% to 10.81 with a turnover of 154 million yuan [1] - Guodian Jili (002967) down 1.65% to 20.30 with a turnover of 128 million yuan [1] - Kexuan International (300662) down 1.48% to 28.72 with a turnover of 70.15 million yuan [1] Capital Flow - The professional services sector saw a net outflow of 62.30 million yuan from institutional investors, while retail investors had a net inflow of 31.24 million yuan [1] - Notable individual stock capital flows include: - Xince Standard (300938) with a net inflow of 28.84 million yuan from institutional investors [2] - Ancha Detection (300572) with a net inflow of 12.45 million yuan from institutional investors [2] - Lihua Kechuang (002243) with a net inflow of 7.41 million yuan from institutional investors [2]

Core Viewpoint - The company, Wintech Nano (Suzhou) Co., Ltd., is set to hold a Q3 2025 earnings presentation on November 25, 2025, to enhance investor understanding of its operational performance and strategic direction [3][4][6]. Group 1: Earnings Presentation Details - The earnings presentation will take place on November 25, 2025, from 14:00 to 15:00 [4][6]. - The event will be conducted online via the "Value Online" platform [4][6]. - Investors can submit questions before the event through a designated website or WeChat mini-program [2][5]. Group 2: Change of Sponsor Representative - The company announced a change in its continuous sponsor representative due to the previous representative's job change [8]. - Sun Tianchi will replace Li Wei as the new sponsor representative, ensuring compliance with regulatory requirements [8][9]. - The continuous sponsorship period will last until the obligations set by the China Securities Regulatory Commission and the Shanghai Stock Exchange are fulfilled [8].

Core Viewpoint - The company, Shengke Nano, announced a change in the representative responsible for the continuous supervision of its initial public offering (IPO) due to the previous representative's job change [1] Group 1 - Shengke Nano received a notice from its sponsor, Huatai United Securities, regarding the replacement of the IPO supervising representative [1] - The former supervising representative, Mr. Li Wei, is unable to continue due to a job change [1] - Mr. Sun Tianchi will take over the responsibilities of continuous supervision for the IPO [1]