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。 ...

Core Viewpoint - Shengke Nano (688757) announced an investment project aimed at enhancing its testing and analysis capabilities, with a total investment of approximately 500 million yuan [1] Group 1: Investment Details - The project, named "Qingdao Testing and Analysis Capability Improvement Construction Project," will include construction of facilities and equipment purchases [1] - The total investment amount is subject to adjustment based on actual expenditures [1] - Funding sources for the project may include self-owned funds, bank loans, or other legally compliant methods [1] Group 2: Project Implementation - Qingdao Shengke or its consolidated reporting scope will plan and adjust the project implementation schedule according to actual funding conditions [1]

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]

证券代码：688757 证券简称：胜科纳米 公告编号：2025-033 胜科纳米（苏州）股份有限公司 关于更换持续督导保荐代表人的公告 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、准确性和完整性依法承担法律责任。 本次变更后，公司首次公开发行股票的持续督导保荐代表人为孙天驰先生和 姚泽安女士。持续督导期至中国证券监督管理委员会和上海证券交易所规定的持 续督导义务结束为止。 公司董事会对保荐代表人李伟先生在公司首次公开发行股票及持续督导期 间所做出的贡献表示衷心感谢！ 特此公告。 胜科纳米（苏州）股份有限公司董事会 2025 年 11 月 14 日 附件：孙天驰个人简历 孙天驰，男，保荐代表人，曾参与索通发展（主板）IPO、赛腾股份（主板） IPO、世华科技（科创板）IPO、康平科技（创业板）IPO、索通发展（主板）可 转债、赛腾股份（主板）可转债、赛伍技术（主板）可转债、翔楼新材（创业板） IPO、翔楼新材（创业板）向特定对象发行股票等项目，并参与过赛腾股份（主 板）、华兴源创（科创板）等多家上市公司的财务顾问业务，具有丰富的投资银 行工作经验，在保荐 ...

证券代码：688757 证券简称：胜科纳米 公告编号：2025-034 胜科纳米(苏州)股份有限公司 关于举办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。 重要内容提示： 一、说明会类型 投 资 者 可 于 2025 年 11 月 25 日 （ 星 期 二 ） 14:00-15:00 通 过 网 址 https://eseb.cn/1sLKg8qbG0g 或使用微信扫描下方小程序码即可进入参与互动交 流。投资者可于 2025 年 11 月 25 日前进行会前提问，公司将通过本次业绩说明 会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 五、联系人及咨询办法 联系人：证券事业部 胜科纳米（苏州）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《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 25 日（星期二）14:00-15 ...