证券日报网讯2月5日，强一股份在互动平台回答投资者提问时表示，公司始终秉持开放合作的态度，积 极与各方伙伴沟通寻求共赢机会。若有达到披露标准的合作事项，公司将严格按照规定及时履行信息披 露义务，确保信息透明与投资者权益，具体情况请以公司公开披露信息为准。 ...

证券代码：688809 证券简称：强一股份 公告编号：2026-011 强一半导体（苏州）股份有限公司 关于公司与江苏南通苏锡通科技产业园区管理委员 会签订投资协议书（二）暨对外投资进展的公告 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。 一、本次投资概述 强一半导体（苏州）股份有限公司（以下简称"公司"）与江苏南通苏锡通 科技产业园区管理委员会于 2023 年 3 月 21 日就半导体产品、集成电路测试探针 卡、集成电路陶瓷基板及器件等产品的研发、生产和销售项目签订《投资协议书》 （以下简称"原投资协议"）和《投资补充协议》，并在苏锡通科技产业园区设 立全资子公司强一半导体（南通）有限公司（以下简称"项目公司"）实施整个 项目的投资、建设和运营。该项目分为一期和二期，为优化资源配置，公司于 2025 年 12 月 10 日召开了第二届董事会第五次会议、于 2025 年 12 月 25 日召开 了 2025 年第三次临时股东会，审议通过了《关于与苏锡通科技产业园区管理委 员会签署<投资协议书（二）>的议案》，同意公司将原 ...

证券代码：688809 证券简称：强一股份 强一半导体（苏州）股份有限公司 2026 年第一次临时股东会 会议资料 二零二六年二月 | 2026 | 年第一次临时股东会会议须知 - 1 | - | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议程 - 3 | - | | 2026 | 年第一次临时股东会会议议案 - 5 | - | | | - 5 | - | | | 议案 2、《关于增加部分募投项目投资额及调整项目内部投资结构的议案》 - 6 | - | | | 议案 3、《关于聘任会计师事务所的议案》 - 7 | - | 强一半导体（苏州）股份有限公司 2026 年第一次临时股东会会议资料 强一半导体（苏州）股份有限公司 2026 年第一次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）《上市公司股东会规则》 等相关规定，强一半导体（苏州）股份有限公司（以下简称"公司"）特制定本 次股东会会议须知： 一、本次会议 ...

Group 1 - The core viewpoint of the news is that Qiangyi Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in share price and trading volume in early 2023 [1][2] - As of January 28, 2023, Qiangyi's stock price increased by 44.03% year-to-date, with a trading volume of 2.03 billion yuan and a market capitalization of 47.92 billion yuan [1] - The company has appeared on the "Dragon and Tiger List" twice this year, indicating strong trading activity, with a net buy of 89.80 million yuan on January 9, 2023 [1] Group 2 - Qiangyi Semiconductor (Suzhou) Co., Ltd. was established on August 28, 2015, and focuses on semiconductor design and manufacturing, particularly in the development, design, production, and sales of probe cards for wafer testing [2] - The main revenue source for Qiangyi is probe card sales, accounting for 95.87% of total revenue, with 2D/2.5D MEMS probe cards making up 84.71% of this segment [2] - For the period from January to September 2025, Qiangyi achieved a revenue of 647 million yuan, representing a year-on-year growth of 65.88%, and a net profit of 250 million yuan, reflecting a 90.55% increase compared to the previous year [2]

Core Viewpoint - The company is actively expanding its product applications into the storage sector while maintaining its focus on non-storage areas such as SoC, CPU, and GPU [1] Group 1: Product Applications - The main product of the company, the 2D MEMS probe card, is primarily aimed at non-storage applications including SoC, CPU, and GPU [1] - The company has successfully validated 2.5D MEMS probe cards for HBM and NOR Flash, and is developing sample cards for DRAM and NAND Flash [1] Group 2: Capacity Utilization - The company has not disclosed specific details regarding its capacity utilization and encourages stakeholders to pay attention to future announcements for this information [1]

格隆汇1月23日丨强一股份(688809.SH)在互动平台表示，公司主要产品2D MEMS探针卡面向应用于以 SoC、CPU、GPU等为代表的非存储领域，目前公司一直在积极布局存储领域，已经实现面向HBM、 NOR Flash的2.5D MEMS探针卡的验证以及面向DRAM、NAND Flash的2.5D MEMS探针卡样卡研制。 ...

慧博云通：发行股份购买资产相关申请文件获深交所受理 1月23日，慧博云通(301316)发布公告称，公司拟通过发行股份的方式向乐山高新投资发展（集团）有 限公司等57名交易对方购买其合计持有的宝德计算机系统股份有限公司65.47%股份，并拟向公司实控 人余浩发行股份募集配套资金。1月22日，公司发行股份购买资产并募集配套资金申请文件获得深交所 受理。 明阳智能：拟购买德华芯片100%股权 股票复牌 1月23日，明阳智能(601615)发布公告称，公司拟通过发行股份及支付现金的方式向交易对方合计购买 德华芯片100%的股权，并向不超过35名符合中国证监会条件的特定投资者发行股份募集配套资金，标 的公司主要产品为半导体外延片、芯片、电源系统等。公司股票将于2026年1月23日（星期五）开市起 复牌。 三花智控：实控人等拟合计减持不超过0.2425%公司股份 1月23日，三花智控(002050)发布公告称，公司实控人、董事长张亚波、董事王大勇、董事倪晓明、董 事陈雨忠、董事会秘书胡凯程及财务总监俞蓥奎计划合计减持不超过0.2425%公司股份。 物产金轮：股东拟减持不超过3%公司股份 1月23日，物产金轮(00272 ...

Monetary Policy - The People's Bank of China, led by Pan Gongsheng, will continue to implement a moderately loose monetary policy in 2026, focusing on stabilizing economic growth and ensuring reasonable price recovery [1] - There is still room for further reductions in reserve requirements and interest rates this year, with an emphasis on maintaining ample liquidity [1] Technology Development - Fudan University researchers have successfully developed "fiber chips," achieving large-scale integrated circuit preparation within flexible polymer fibers, with a transistor density of 100,000 per cm [1] - The technology allows for efficient interconnection of transistors and other electronic components, enabling both digital and analog circuit functions [1] Company News - Blue Arrow Aerospace's IPO review status has changed to "inquired" on the Shanghai Stock Exchange [2] - Yushu Technology clarified that its actual shipment of humanoid robots in 2025 will exceed 5,500 units, with over 6,500 units expected to be produced [3] - The Ministry of Commerce and nine other departments are promoting the participation of retail pharmaceutical companies in centralized drug procurement [3] Individual Company Performance - CATL launched a mass-produced sodium-ion battery for light commercial vehicles, capable of operating in extreme cold conditions [4] - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year, with revenue projected at 9.203 billion yuan, a 25% increase [4] - Strong One Co. anticipates a net profit increase of 58% to 71% in 2025, driven by strong orders from major clients in the communication network and AI computing sectors [5] - Changda Technology plans to invest 1 billion yuan in a functional IC packaging substrate project to enhance its competitiveness in the high-end integrated circuit field [6] - Founder Technology forecasts a net profit increase of 67% to 98% in 2025, focusing on high-value business orders in AI servers and high-speed optical modules [7]

1月22日晚间，强一半导体（苏州）股份有限公司（以下简称"强一股份"）发布2025年业绩预告，经财 务部门初步测算，公司预计2025年实现归属于母公司所有者的净利润3.68亿元至3.99亿元，较上年同期 （招股书数据）增加1.35亿元至1.66亿元，同比增长57.87%至71.17%。 对于业绩大幅增长的原因，强一股份表示，2025年度公司精准把握半导体行业景气周期与国产替代机 遇，以技术壁垒构建核心竞争优势，实现了订单规模与盈利水平的同步攀升。 具体来看，报告期内全球人工智能（AI）算力需求迎来爆发式增长，叠加半导体产业链持续升级及自 主可控的强劲趋势，共同推动高端芯片测试环节的需求快速扩容与技术迭代。作为国内探针卡领域的龙 头供应商，强一股份的产品精准契合下游市场对更高性能、更先进工艺的迫切需求，来自通信网络、 AI算力等芯片领域头部客户的订单持续放量，带动公司产能利用率长期维持高位。 此外，受益于国产替代加速，强一股份打破海外垄断，通过高效调配产能保障订单交付，规模效应持续 释放；叠加聚焦高端化、精准化发展，高毛利产品收入占比提升，多重因素共同推动公司整体盈利水平 大幅增长。 强一股份董事长周明近日在接 ...

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]