证券日报网讯2月3日，蓝英装备（300293）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股票持有人数为50555户。 ...

（文章来源：证券日报） 证券日报网讯 2月3日，蓝英装备在互动平台回答投资者提问时表示，截至2026年1月30日，公司股票持 有人数为49678户。 ...

（文章来源：证券日报） 证券日报网讯 1月29日，蓝英装备发布公告称，公司预计2025年度归属于上市公司股东的净利润 为-15，500万元至-9，500万元，上年同期为-2，175.89万元。 ...

证券代码：300293 证券简称：蓝英装备 公告编号：2026-001 沈阳蓝英工业自动化装备股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 | 项 | 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | -15,500 | | ～ | -9,500 | -2,175.89 | | 东的净利润 | | | | | | | | 扣除非经常性损益 | | | -13,900 | ～ | -7,900 | -2,043.41 | | 后的净利润 | | | | | | | 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。但 公司就业绩预告有关事项已与年报审计会计师事务所进行了预沟通，公司与会计师事务所 在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 ...

光刻机概念股短线拉升，茂莱光学涨近10%，波长光电涨超8%，新莱应材、张江高科、蓝英装备纷纷 拉升。 ...

第一创业证券承销保荐有限责任公司 关于沈阳蓝英工业自动化装备股份有限公司 2025 年度持续督导定期现场检查报告 （4）查阅与募投项目相关的信息披露文件。 保荐人名称：第一创业证券承销保荐有限责任公司 被保荐公司简称：蓝英装备 保荐代表人姓名：崔攀攀 联系电话：010-63212001 保荐代表人姓名：李志杰 联系电话：010-63212001 现场检查人员姓名：崔攀攀 现场检查对应期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 现场检查时间：2026 年 1 月 4 日至 2026 年 1 月 6 日 一、现场检查事项 现场检查意见 （一）公司治理 是 否 不适用 现场检查手段： （1）查阅公司章程、各项规章制度； （2）查阅公司历次董事会、监事会、股东大会文件； （3）查看公司主要经营场所； （4）查阅公司相关公告。 1.公司章程和公司治理制度是否完备、合规 √ 2.公司章程和三会规则是否得到有效执行 √ 3.三会会议记录是否完整，时间、地点、出席人员及 会议内容等要件是否齐备，会议资料是否保存完整 √ 4.三会会议决议是否由出席会议的相关人员签名确认 √ 5.公司董监高是否按照有 ...

Core Insights - The A-share market's photolithography machine sector experienced a collective surge, with notable gains in several companies, indicating strong investor interest and potential growth in this industry [1]. Company Performance - XINLAI YINGCAI (300260) saw a significant increase of 11.63%, with a total market capitalization of 22.7 billion and a year-to-date increase of 105.59% [2]. - Kaimeteqi (002549) achieved a 10% increase, reaching a market cap of 15.5 billion and a remarkable year-to-date growth of 262.64% [2]. - Saiwei Electronics (300456) rose by 6.43%, with a market value of 47.47 billion and a year-to-date increase of 276.89% [2]. - Jinghua Laser (603607) increased by 6.45%, with a market capitalization of 4.715 billion and a year-to-date growth of 65.31% [2]. - Blue Eagle Equipment (300293) experienced a 5.91% rise, with a market cap of 7.517 billion, but a year-to-date decline of 2.24% [2]. - Sudavige (300331) increased by 5.07%, with a market capitalization of 8.179 billion and a year-to-date growth of 45.63% [2].

Core Viewpoint - The A-share market's photolithography machine sector experienced a significant rally, with multiple companies showing strong gains on December 18, indicating positive market sentiment and potential growth in this industry [1]. Group 1: Company Performance - XINLAI YINGCAI (300260) saw an increase of 11.63%, with a total market capitalization of 22.7 billion and a year-to-date increase of 105.59% [2]. - KEMET GAS (002549) achieved a 10% rise, bringing its market cap to 15.5 billion and a remarkable year-to-date increase of 262.64% [2]. - SAIWEI ELECTRONICS (300456) rose by 6.43%, with a market value of 47.4 billion and a year-to-date increase of 276.89% [2]. - JINGHUA LASER (603607) increased by 6.45%, with a market cap of 4.715 billion and a year-to-date increase of 65.31% [2]. - BLUEYING EQUIPMENT (300293) rose by 5.91%, with a market capitalization of 7.517 billion, but a year-to-date decrease of 2.24% [2]. - SUDA WEIGE (300331) increased by 5.07%, with a market cap of 8.179 billion and a year-to-date increase of 45.63% [2]. - LIUSHI CO., LTD (603928) saw a rise of 3.89%, with a market cap of 4.269 billion and a year-to-date increase of 98.99% [2]. - QICAI CHEMICAL (300758) increased by 3.82%, with a market cap of 5.185 billion and a year-to-date increase of 6.59% [2]. - GAOMENG NEW MATERIAL (300200) rose by 3.71%, with a market cap of 5.659 billion and a year-to-date increase of 60.67% [2]. - MAOCAI OPTICS (688502) increased by 3.33%, with a market cap of 21.6 billion and a year-to-date increase of 103.33% [2].

Group 1 - The A-share market's photolithography machine sector experienced a collective surge, indicating strong investor interest and potential growth in this industry [1] - Xinlai Materials saw a significant increase of over 11%, reflecting positive market sentiment towards the company [1] - Kaimeteqi reached a daily limit increase of 10%, showcasing robust performance and investor confidence [1] Group 2 - Saiwei Electronics and Jinghua Laser both rose by over 6%, indicating a favorable trend among key players in the photolithography machine sector [1] - Lanying Equipment and Sudavige also reported gains of over 5%, further emphasizing the overall strength of the sector [1]

盘面上，光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备等跟涨；IP经济概念活 跃，广博股份、三湘印象双双涨停，德艺文创、创源股份等跟涨。下跌方面，海南、电网设备等板块跌 幅靠前。 展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配 置行情有望提前启动，围绕"春躁"布局，可重点关注科技+"反内卷"两条主线。 热门板块 1、光刻机概念异动拉升 光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备、波长光电、京华激光等冲高 12月18日，指数弱势震荡。截至9:40，上证指数跌1.13%，深证成指跌0.68%，创业板指跌1.31%。 机构观点 1、光大证券：新一轮政策部署护航，A股跨年行情可期 点评：消息面上，华源证券认为，近几年随着半导体产业的加速崛起，我国光刻机应用需求迅速激增。 同时，我国政府正在加快努力推动半导体产业发展，光刻机是中央政策指明要重点突破发展"卡脖子"技 术及装备，因此，国内光刻机行业得到了资金支持、税收优惠等一系列国家政策倾斜，持续助力了国产 光刻机生产能力提升，推动了国内光刻机市场规模上涨。 | | | 光刻机(0210131 ...