Core Viewpoint - The company Jing Sheng Mechanical & Electrical announced that its directors and senior management plan to reduce their holdings by a total of 2.7762 million shares, representing 0.21% of the company, between November 8, 2025, and February 7, 2026 [1] Group 1 - The total shares held by directors and senior management amount to 11.1048 million shares, which is 0.85% of the company [1] - The planned reduction will occur through centralized bidding or block trading methods [1]

Core Viewpoint - Jing Sheng Mechanical & Electrical (300316.SZ) announced that its directors and senior management plan to reduce their shareholdings due to personal financial needs [1] Group 1: Shareholding Details - The total shares held by directors and senior management, including Zhu Liang, Fu Linjian, Zhang Jun, Lu Xiaowen, and Shi Gang, amount to 11,104,816 shares, representing 0.85% of the total share capital after excluding shares in the repurchase account [1] - The planned reduction in shareholdings is up to 2,776,203 shares, which accounts for 0.21% of the total share capital after excluding shares in the repurchase account [1] Group 2: Reduction Plan - The reduction will take place within three months following the announcement, starting 15 trading days after the disclosure [1]

Core Viewpoint - The company announced that its directors and senior management plan to reduce their holdings by a total of 2.7762 million shares, representing 0.21% of the total shares, between November 8, 2025, and February 7, 2026 [1] Summary by Relevant Sections - **Shareholding Details** - The total shares held by directors and senior management, including Zhu Liang, Fu Linjian, Zhang Jun, Lu Xiaowen, and Shi Gang, amount to 11.1048 million shares, which is 0.85% of the total shares [1] - **Reduction Plan** - The planned reduction of shares will occur through centralized bidding or block trading methods [1]

证券代码：300316 证券简称：晶盛机电 编号：2025-032 公司董事及高级管理人员朱亮先生，高级管理人员傅林坚先生、张俊先生、 陆晓雯女士、石刚先生截至本公告披露日合计持有公司股份11,104,816股，占公 司剔除回购专用账户股份后的总股本比例0.85%，计划在本公告披露之日起15个 交易日后的三个月内（即2025年11月8日-2026年2月7日）以集中竞价或大宗交易 方式减持公司股份合计不超过2,776,203股，占公司剔除回购专用账户股份后的总 股本比例0.21%。 浙江晶盛机电股份有限公司（以下简称"公司"）于近日收到朱亮先生、傅林 坚先生、张俊先生、陆晓雯女士、石刚先生出具的股份减持计划告知函，现将有 关情况公告如下： | 姓名 | 职务 | 持股数（股） | 持股比例（不含回购专户） | | --- | --- | --- | --- | | 朱亮 | 董事、副总裁 | 4,300,292 | 0.33% | | 傅林坚 | 运营副总裁 | 2,424,726 | 0.19% | | 张俊 | 副总裁 | 3,011,298 | 0.23% | | 陆晓雯 | 副总裁、财务总监兼 董事会秘 ...

Core Viewpoint - The company, Jing Sheng Mechanical & Electrical (300316), is advancing its capabilities in semiconductor substrate materials, particularly in silicon carbide (SiC) and sapphire substrates, with significant developments in production and technology [1][2][3]. Semiconductor Substrate Materials - The company has established a leading position in sapphire substrate materials and is among the top in domestic 8-inch silicon carbide substrate technology, having also made breakthroughs in 12-inch SiC crystal growth technology [1][2]. - The first 12-inch SiC substrate processing pilot line has been officially launched, achieving 100% domestic equipment and technology, marking a transition from parallel development to leading in global SiC substrate technology [2][3]. - The pilot line encompasses the entire process from crystal growth to detection, utilizing domestically developed high-precision equipment, thus forming a complete closed loop for 12-inch SiC substrates [3]. Production Capacity Layout - The company is actively expanding its SiC production capacity, with a project in Shangyu aiming for an annual output of 300,000 SiC substrates and an 8-inch SiC substrate industrialization project in Penang, Malaysia [4]. - Additionally, a project in Yinchuan is set to produce 600,000 pieces of 8-inch SiC substrates annually, reinforcing the company's technological and scale advantages in the SiC substrate materials sector [4]. Semiconductor Equipment Sector - The company’s main products include semiconductor equipment, substrate materials, and semiconductor consumables, with a focus on domestic production of 8-12 inch silicon wafer equipment and advancements in third-generation semiconductor SiC equipment [5]. - As of June 30, 2025, the company has unfulfilled contracts for integrated circuit and compound semiconductor equipment exceeding 3.7 billion yuan (including tax), indicating strong demand in the semiconductor sector [5]. Financial Performance - For the first half of 2025, the company reported a main revenue of 5.799 billion yuan, a year-on-year decrease of 42.85%, and a net profit of 639 million yuan, down 69.52% year-on-year [6]. - The second quarter of 2025 saw a significant decline in revenue and net profit, with a revenue of 2.661 billion yuan, down 52.8% year-on-year, and a net profit of approximately 66 million yuan, down 93.56% year-on-year [6]. Analyst Ratings and Predictions - Over the past 90 days, 8 institutions have provided ratings for the stock, with 7 buy ratings and 1 hold rating, and the average target price set at 34.82 yuan [6][7]. - Profit forecasts for 2025 to 2027 show a projected net profit of approximately 1.069 billion yuan in 2025, increasing to 1.523 billion yuan by 2027 [7].

Core Viewpoint - The company has successfully launched its first 12-inch silicon carbide substrate processing pilot line at its subsidiary, Zhejiang Jingrui SuperSiC, achieving full self-research and development of equipment from crystal growth to processing and testing, with 100% localization [1] Group 1 - The pilot line commenced operations on September 26 [1] - The company aims to accelerate the mass production process of the production line [1] - The goal is to provide customers with high-quality, low-cost large-size silicon carbide substrates [1]

Core Viewpoint - The company has successfully launched its first 12-inch silicon carbide substrate processing pilot line, marking a significant advancement in its technology and production capabilities in the global SiC substrate market [1] Group 1: Company Developments - On September 26, the company’s subsidiary, Zhejiang Jingrui SuperSiC, officially commenced operations of its first 12-inch silicon carbide substrate processing pilot line [1] - The subsidiary has achieved 100% domestic production through independent research and development of all equipment involved in crystal growth, processing, and testing [1] - This milestone signifies the company's transition from a competitive position to a leading role in SiC substrate technology [1] Group 2: Future Plans - The company plans to accelerate the mass production process of its production line to provide high-quality, low-cost large-size silicon carbide substrates [1] - The company aims to collaborate with industry chain partners to promote the robust development of China's third-generation semiconductor industry [1]

Group 1: Semiconductor Substrate Materials - The company has established a leading position in silicon carbide (SiC) substrate materials, with capabilities in 8-inch and 12-inch SiC crystal growth technology [2] - The first 12-inch SiC substrate processing pilot line was launched on September 26, 2025, marking a significant advancement in the company's production capabilities [2][3] - The company is actively expanding its SiC substrate production capacity, with a project in Shangyu aiming for an annual output of 300,000 pieces and another in Malaysia for 8-inch SiC substrates [4] Group 2: Semiconductor Equipment and Technology - The company has achieved domestic production of semiconductor equipment for 8-12 inch silicon wafers and is extending its reach into chip manufacturing and advanced packaging [5] - In the compound semiconductor equipment sector, the company focuses on third-generation semiconductor SiC equipment, successfully overcoming several core technology challenges [5] - As of June 30, 2025, the company has unfulfilled contracts for integrated circuit and compound semiconductor equipment exceeding 3.7 billion yuan (including tax) [6]

Core Viewpoint - Jingsheng Electromechanical (300316.SZ) confirmed that New Kailai is a customer of its wholly-owned subsidiary, Jinghong Precision, specializing in semiconductor precision components [1] Company Summary - Jingsheng Electromechanical has a wholly-owned subsidiary named Jinghong Precision [1] - Jinghong Precision serves the semiconductor precision components market [1]

Core Viewpoint - Jing Sheng Mechanical & Electrical (300316.SZ) will not participate in the 2025 Bay Area Semiconductor Industry Ecological Expo [1] Company Summary - The company has confirmed its absence from the upcoming semiconductor expo, indicating a strategic decision regarding its participation in industry events [1]