Group 1 - The core point of the news is that Jingce Electronics has seen a significant stock price increase of 5.21% on January 7, reaching 109.10 CNY per share, with a total market capitalization of 30.52 billion CNY and a cumulative increase of 22.01% over three consecutive days [1] - Jingce Electronics, established on April 20, 2006, and listed on November 22, 2016, specializes in the research, production, and sales of detection systems for displays, semiconductors, and new energy [1] - The revenue composition of Jingce Electronics is as follows: displays account for 48.56%, semiconductors 40.74%, new energy 8.67%, and others 2.03% [1] Group 2 - From the perspective of major shareholders, Dongfang Fund's "Dongfang Artificial Intelligence Theme Mixed A" fund increased its holdings by 302,000 shares in the third quarter, now holding 5.3931 million shares, which is 2.38% of the circulating shares [2] - The fund has achieved a year-to-date return of 8.99% and a one-year return of 81.81%, ranking 35th out of 8,823 in its category [2] - The fund manager, Yan Kai, has a tenure of 5 years and 254 days, with the best fund return during this period being 73.77% [2] Group 3 - The "Dongfang Artificial Intelligence Theme Mixed A" fund has Jingce Electronics as its tenth largest holding, with 5.3931 million shares representing 7.81% of the fund's net value [3] - The fund has realized a floating profit of approximately 29.12 million CNY today, with a total floating profit of 101 million CNY over the three-day stock price increase [3]

Core Viewpoint - Jingce Electronics experienced a significant stock price increase of 9.13% on January 6, with a trading volume of 2.573 billion yuan, indicating strong market interest and activity [1] Group 1: Financial Performance - For the period from January to September 2025, Jingce Electronics reported a revenue of 2.271 billion yuan, representing a year-on-year growth of 24.04% [2] - The net profit attributable to shareholders for the same period was 100 million yuan, reflecting a year-on-year increase of 21.70% [2] - Cumulative cash dividends since the company's A-share listing amount to 530 million yuan, with 136 million yuan distributed over the past three years [2] Group 2: Shareholder and Market Activity - As of December 31, the number of shareholders for Jingce Electronics reached 22,600, an increase of 16.55% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 14.20% to 10,052 shares [2] - On January 6, the financing balance for Jingce Electronics was 934 million yuan, accounting for 3.22% of its market capitalization, which is below the 30th percentile level over the past year, indicating a low financing position [1] Group 3: Stock Trading and Margin Data - On January 6, the financing buy amount for Jingce Electronics was 214 million yuan, while the financing repayment was 290 million yuan, resulting in a net financing outflow of 75.89 million yuan [1] - The margin trading balance as of January 6 was 942 million yuan, with a high margin balance of 7.05 million shares, exceeding the 80th percentile level over the past year [1]

证券日报网讯 1月6日，精测电子在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 总户数22586户。 （文章来源：证券日报） ...

证券代码：300567 证券简称：精测电子 公告编号：2026-002 武汉精测电子集团股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 武汉精测电子集团股份有限公司（以下简称"公司"或"精测电子"）于 2025 年 4 月 23 日分别召开了第五届董事会第二次会议、第五届监事会第二次会议， 审议通过了《关于公司及子公司使用部分闲置募集资金进行现金管理的议案》， 同意公司在确保不影响募集资金投资项目建设、募集资金使用和不改变募集资金 用途的情况下，使用额度不超过 4 亿元人民币暂时闲置募集资金进行现金管理， 购买安全性高、流动性好、低风险的理财产品。期限自公司董事会审议通过之日 起十二个月内有效，在决议有效期内，上述额度可循环使用。公司监事会、保荐 机构均发表了明确同意的意见。具体内容详见公司于 2025 年 4 月 25 日在巨潮资 讯网（http://www.cninfo.com.cn）披露的《武汉精测电子集团股份有限公司关 于公司及子公司使用部分闲置募集资金进行现金管理的公告》（公告编号： 202 ...

| 证券代码：300567 | 证券简称：精测电子 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123176 | 债券简称：精测转2 | | 武汉精测电子集团股份有限公司 2025年第四季度可转换公司债券转股情况的公告 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。 特别提示： 1、"精测转 2"（债券代码：123176）转股期为 2023 年 9 月 8 日至 2029 年 3 月 1 日，转股价格为 64.71 元/股； 2、2025 年第四季度，共有 59 张"精测转 2"完成转股（票面金额共计 5,900 元人民币），合计转成 90 股"精测电子"股票（股票代码：300567）； 3、截至 2025 年第四季度末，"精测转 2"剩余可转换公司债券为 12,753,979 张，剩余票面总金额为 1,275,397,900 元人民币。 根据《深圳证券交易所创业板股票上市规则》（以下简称"《创业板股票上 市规则》"）、《深圳证券交易所上市公司自律监管指引第 15 号——可转换公 司债券》的有关规定，武汉精测电子集团 ...

Group 1 - The semiconductor equipment index has significantly outperformed the market since the beginning of 2025, with a cumulative increase of 62.3% compared to the Shanghai Composite Index's 42.0% [3][13] - The semiconductor industry is experiencing high prosperity, with the global semiconductor market expected to reach a historical high of $760.7 billion in 2026, driven by AI [3][36] - The domestic semiconductor equipment market is seeing a strong recovery in wafer fab capacity utilization and expansion willingness, supported by the AI-driven storage supercycle [3][36] Group 2 - Four key investment directions are recommended: 1. Focus on etching and thin film equipment leaders driven by AI storage supercycle [3] 2. Domestic lithography machine production is expected to achieve mass production in 2026, boosting subsystem and component companies [3] 3. ALD equipment is entering a golden development period, especially in advanced logic and storage fields [3] 4. Advanced packaging continues to follow Moore's Law, providing significant opportunities for domestic equipment manufacturers [3] Group 3 - Investment suggestions include leading companies such as North China Innovation, Zhongwei Company, and TuoJing Technology, as well as high-elasticity targets like XinYuanWei and HuaHaiQingKe [3] - The overall revenue of the semiconductor equipment industry is projected to grow by 36% year-on-year in the third quarter of 2025, with leading companies maintaining high growth rates [15] - The overall net profit of the semiconductor equipment industry is expected to increase by 22% year-on-year in the third quarter of 2025, with significant profit acceleration from companies like Shengmei and TuoJing [15][24] Group 4 - The semiconductor industry is expected to continue its growth trajectory, with AI as the core engine driving the market [36] - The global semiconductor market is projected to grow at a compound annual growth rate of 5.6% from 2004 to 2024, with a significant recovery and expansion phase starting from 2023 [36] - The capital expenditure of the top eight cloud service providers is expected to increase by 40% in 2026, reaching $600 billion, further supporting the semiconductor market growth [36]

Investment Rating - The report recommends a positive investment outlook for the technology sector, specifically highlighting key stocks for January 2026 [6]. Core Insights - The report identifies several key companies within the technology sector, including Eastcompeace, Jincheng Electronics, Xinyi Technology, Tax Friend, Haiguang Information, Giant Network, and Perfect World, as potential investment opportunities [6][8][9][10][11][12][13][14]. Summary by Category Electronics - **Eastcompeace**: The company is entering a growth phase driven by AI technology breakthroughs, leading to increased capital expenditure from cloud vendors and a surge in demand for data servers. The acquisition of Solstice Optoelectronics enhances its position in optical communication [8]. - **Jincheng Electronics**: The company reported a revenue of 889 million yuan in Q3 2025, a year-on-year increase of 25.4%. The semiconductor business is expected to grow significantly, with an order backlog of approximately 1.791 billion yuan [9]. Communication - **Xinyi Technology**: As a leading manufacturer of high-speed optical modules, the company has made significant inroads with major clients like Amazon and is expected to see substantial profit growth from 2025 to 2027, with projected net profits of 94.97 million yuan, 166.16 million yuan, and 217.76 million yuan respectively [10]. - **Huafeng Technology**: The company is positioned to benefit from the high demand for AI applications and is expected to see net profits grow from 3.53 million yuan in 2025 to 8.73 million yuan by 2027 [10]. Computer - **Tax Friend**: The company is a leader in the financial IT sector, leveraging AI and big data to provide comprehensive solutions for businesses. It aims to enhance its product offerings and customer engagement through innovative AI-driven solutions [11]. - **Haiguang Information**: The company is a key player in the domestic high-end CPU market, expected to benefit from the growing demand for AI computing power. It aims to establish a comprehensive AI computing platform [12]. Media - **Giant Network**: The company is experiencing stable commercialization with new game releases and updates expected to drive user engagement and revenue growth [13]. - **Perfect World**: The company is preparing for the launch of its new game "Yihuan," which has shown strong pre-launch interest, and is also focusing on expanding its esports business [14].

Group 1 - Wuhan Jingce Electronic Group Co., Ltd. has obtained a patent for a "Slider Module" with authorization number CN119395330B, applied on October 2024 [1] - Wuhan Jingli Electronic Technology Co., Ltd., established in 2013, focuses on instrument manufacturing with a registered capital of 266.45 million RMB, has invested in 3 companies, participated in 99 bidding projects, holds 6 trademark records, and 1,109 patents [1] - Shenzhen Jingce Optoelectronics Co., Ltd., founded in 2023, specializes in software and information technology services with a registered capital of 50 million RMB, holds 84 patents and 2 administrative licenses [1] - Wuhan Jingce Electronic Group Co., Ltd., established in 2006, is primarily engaged in instrument manufacturing with a registered capital of 279.75 million RMB, has invested in 23 companies, participated in 565 bidding projects, holds 10 trademark records, 2,082 patents, and 5 administrative licenses [1]

Core Viewpoint - Wuhan Jingce Electronic Group Co., Ltd. has signed a semiconductor equipment sales contract worth over 570 million yuan, leading to a significant stock price increase of 7.31% on December 31, 2025, with a total market value of 25.513 billion yuan [2][15]. Group 1: Contract Details - The contract involves the provision of multiple semiconductor front-end measurement devices, all intended for advanced process applications [7][20]. - Over the past twelve months, Jingce Electronic and its subsidiaries have signed multiple sales contracts with the same client, totaling approximately 773 million yuan, including the new contract [7][20]. - The specific client details remain undisclosed due to commercial confidentiality, but the company has confirmed the client's good credit and ability to fulfill the contract [7][20]. Group 2: Company Background and Transition - Established in April 2006, Jingce Electronic initially focused on flat panel display testing and has become a leading enterprise in this field [8][21]. - In 2018, the company expanded its business into the semiconductor and new energy sectors, establishing several specialized subsidiaries for different areas within the semiconductor field [9][22]. - This multi-point layout strategy has allowed Jingce Electronic to form a relatively complete product matrix in semiconductor testing, covering both front-end and back-end processes [11][24]. Group 3: Financial Performance - As of the end of Q3 2025, Jingce Electronic reported a remarkable revenue of 2.27 billion yuan in the semiconductor sector, with total orders on hand amounting to approximately 3.646 billion yuan [11][24]. - The semiconductor orders accounted for the highest proportion, approximately 1.794 billion yuan, while the display sector had orders of about 1.241 billion yuan, and the new energy sector had around 414 million yuan [11][24]. - The company has been deeply engaged in the semiconductor equipment sector for seven years, marking the beginning of its "second growth curve" [11][24].

Group 1 - The core point of the article highlights the significant increase in the stock price of Jingce Electronics, which rose by 7.31% to close at 91.20 yuan on December 31 [1] - A large block trade occurred, with a total volume of 73,000 shares and a transaction amount of 6.3145 million yuan, indicating a price of 86.50 yuan per share and a premium rate of -5.15% [1] - Over the past three months, the stock has seen a total of 16 block trades, accumulating a transaction amount of 162 million yuan [1] Group 2 - In the last five trading days, the stock has increased by 6.92%, with a net inflow of main funds totaling 478,100 yuan [1]