据精测电子消息，精测电子推出自主研发桌面式电解水制氢测试台，可实现电解槽的极化曲线测试、耐 久性测试、氧中氢浓度在线测试等多种测试需求，广泛应用于从实验室研发到在线生产检测全流程。近 期，精测电子桌面式电解水制氢测试设备完成了产品的系列化迭代，现已通过行业头部客户严格验证， 完成产品交付的同时斩获多个市场订单。 ...

| 证券代码：300567 | 证券简称：精测电子 | 公告编号：2026-004 | | --- | --- | --- | | 证券代码：123176 | 证券简称：精测转2 | | 武汉精测电子集团股份有限公司 关于控股股东、实际控制人部分可转换公司债券解除质押的公告 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。 武汉精测电子集团股份有限公司（以下简称"公司"）近日接到公司控股股 东、实际控制人彭骞先生的通知，彭骞先生将所持有的部分公司可转换公司债券 "精测转 2"（债券代码：123176，以下简称"可转债"）办理了解除质押手续。 具体情况如下： 一、股东可转债解除质押的基本情况 1、本次可转债解除质押基本情况 股东 名称 是否为控股 股东或第一 大股东及其 本次解除质 押数量（张） 占其所持 可转债比 占公司可 转债比例 质押起始 日 2、股东可转债累计被质押的情况 一致行动人 例（%） （%） 质押解除 日期 质权人 截至 2026 年 1 月 12 日，彭骞先生质押可转债情况如下： | 股东名 | 持有张数 | 持有比 | 本次解除质押 前质押可转 ...

值得关注的是，彭骞的另一个身份，还是上市公司精测电子（300567.SZ）实控人、董事长。 1月9日，*ST聆达（300125.SZ）对外公告，因执行重整计划，公司控股股东变更为金寨金微半导体材 料有限公司（以下简称金微半导体），实际控制人则变更为彭骞。 根据《聆达集团股份有限公司重整计划》（以下简称：重整计划）对聆达股份出资人权益进行了调整， 以聆达股份现股本265,499,995股为基数（已扣除未完成回购注销的限制性股票），按每10股转增15股的 比例实施资本公积金转增股本，共计转增398,249,992股股票，转增完成后聆达股份总股本增至 663,749,987股（已扣除未完成回购注销的限制性股票）。前述转增的398,249,992股股票不再向现有股东 分配，全部按照重整计划的规定用于引入重整投资人和清偿债务，其中302,868,048股由重整投资人支付 现金予以受让，剩余95,381,944股用于抵偿聆达股份和金寨嘉悦的债务。 （原标题：精测电子实控人彭骞"入主"*ST聆达） 公告披露，重整计划的执行导致公司控股股东及实际控制人发生变化，金微半导体持有公司股份 112,750,000股，占公司总股本的 ...

Summary of Semiconductor Equipment and Materials Conference Call Industry Overview - The global semiconductor market is benefiting from the development of AI, with increased storage demand, particularly for DRAM and HBM, indicating a strong upward trend in the industry [1][2] - The semiconductor equipment market is expected to grow by 40%-50% by 2028/2029, showing significant growth potential [1][4] Key Insights - **Market Drivers**: The primary drivers of the semiconductor market include the expansion of storage demand and advancements in technology, particularly with TSMC's transition from 3nm to 2nm processes [3] - **Investment Opportunities**: A-share equipment companies are currently undervalued compared to their US counterparts, with significant potential for domestic expansion and local substitution [1][4] - **Long-term Growth**: Despite short-term high valuations, the semiconductor equipment industry is at the beginning of a super cycle, with strong order growth and certainty in future demand [7] Company-Specific Insights - **Changxin Technology**: Currently operating at high capacity with clear expansion needs, which will secure orders for related equipment companies. Their upcoming IPO is expected to boost market confidence [1][6] - **Jingce Electronics**: Notable for its high customer concentration (70%-80%), benefiting from the expansion of major clients and recognized technology in the measurement field, making it a company to watch [1][8][9] - **Material Sector**: Domestic companies like Dinglong and Shanghai Xinyang are making progress in the photoresist market, with significant potential for local substitution against Japanese firms, which currently dominate high-end materials [10][12][13] Competitive Landscape - **Japanese Dominance**: Japan holds a significant market share in high-end materials, particularly in photoresists (70%-80%) and silicon wafers (50%-60%), indicating a substantial gap for domestic companies to fill [11] - **Domestic Material Companies**: The emergence of leading domestic companies in the photoresist sector is noteworthy, although breakthroughs in technology may take time [12][13] Future Outlook - The semiconductor equipment and materials sector has experienced an initial surge, but the overall market is expected to continue growing, especially with the upcoming IPO of Changxin and the expansion of advanced processes [14] - Confidence in China's semiconductor development remains strong amid the US-China competition, suggesting a positive long-term outlook for the sector [14]

Core Viewpoint - *ST Lingda has appointed a new controlling shareholder, Jinzhai Jinwei Semiconductor Materials Co., Ltd., ending its previous status of having no controlling shareholder or actual controller [2][3] Group 1: Shareholder Changes - The restructuring plan involves a capital increase where *ST Lingda will issue approximately 398 million shares at a ratio of 15 shares for every 10 shares held, with no distribution to existing shareholders [3] - After the transfer, Jinwei Semiconductor will hold about 113 million shares, representing 16.99% of the total share capital, making it the largest shareholder [3][5] - The actual controller, Peng Qian, indirectly controls 133 million shares, accounting for 20% of the total share capital, with a lock-up period of 36 months [3][5] Group 2: Financial Status of New Shareholders - Jinwei Semiconductor, established in December 2024, has not yet generated revenue and reported a net loss of 241,600 yuan [8][10] - Zhejiang Zhongling, another participant in the restructuring, has shown revenue growth from 1.28 million yuan in 2022 to 129 million yuan in 2024, but has incurred cumulative losses of approximately 35.5 million yuan over three years [12][13] Group 3: Company Performance and Risks - *ST Lingda's core subsidiary, Jinzai Jiayue, is currently in a state of operational stagnation, with a negative net profit and revenue below 100 million yuan for the last accounting year [13] - The company faces delisting risks if its financial indicators trigger relevant regulations in the upcoming fiscal year [13]

Summary of Semiconductor Equipment and Storage Sector Conference Call Industry Overview - The semiconductor equipment and storage sector has recently experienced significant stock price increases driven by several factors, including high capital expenditures and the emergence of new companies filling gaps in low domestic production rates [2][3] - Domestic semiconductor equipment component companies have improved their capabilities, transitioning from single-direction development to platform-based approaches, positively influenced by AI storage and mature process logic chip expansions [1][2] Key Points and Arguments - **Market Dynamics**: The storage industry is facing supply tightness and price increases starting from early 2026, affecting various sectors including consumer electronics, automotive electronics, and industrial applications [4][8] - **Domestic Production Requirements**: The National Development and Reform Commission has set a mandatory domestic production rate of 45%-50% for equipment components by 2026, up from the previous 20%-30% [2] - **Investment Opportunities**: - Focus on companies with high storage exposure such as Zhongwei Company and Tuojing Technology [5] - Potential in low domestic production rate sectors like precision measurement, with companies like Jingce Electronics and Zhongke Feice [5] - The components sector is expected to rebound in Q4 2025, with Jiangfeng Electronics recommended as a cost-effective investment [5][6] Company Highlights - **Jingce Electronics**: Recently announced cumulative orders of 547 million and a single order of 570 million, shifting market sentiment from pessimism to optimism regarding its annual order guidance of 2 billion [5] - **Jiangfeng Electronics**: Holds the global leading position in target materials with a second-largest market share, enhancing competitiveness through vertical integration and a diverse range of component offerings [6][7] Market Trends - The storage market has seen a significant price surge from September to November 2025, followed by a correction in late November to December [8] - The current storage cycle is driven by AI demand, which is expected to sustain longer than previous cycles that were typically consumer-driven [9] - Supply constraints are anticipated to persist due to tight original factory capacities and explosive demand growth, with potential price increases of up to 70% in Q1 2026 [9] Sector Classification - The domestic storage market is categorized into module manufacturers and chip manufacturers, with module manufacturers benefiting from strong relationships with original manufacturers [11][12] - Chip manufacturers are divided into foundational storage and supporting chips, with companies like Zhaoyi Innovation and Pulian Co. benefiting from rising NAND Flash prices [13] Future Recommendations - Recommended focus on module manufacturers such as Baiwei Storage and Jiangbo Long, followed by supporting chip companies like Lanke Technology and Jucheng Co., and finally foundational storage companies like Zhaoyi Innovation and Pulian Co. [14]

| 证券代码：300567 | 证券简称：精测电子 | 公告编号：2026-003 | | --- | --- | --- | | 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 关于精测转2可能满足赎回条件的提示性公告 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： 自 2025 年 12 月 23 日至 2026 年 1 月 7 日期间，武汉精测电子集团股份有 限公司（以下简称"公司"）股票价格已有十个交易日的收盘价格不低于"精测 转 2"当期转股价格（64.71 元/股）的 130%（含 130.00%）（即 84.12 元/股）。 根据《武汉精测电子集团股份有限公司创业板向不特定对象发行可转换公司债 券募集说明书》（以下简称"《募集说明书》"）的约定，后续可能会触发"精测转 2"的有条件赎回条款，公司有权决定按照债券面值加当期应计利息的价格赎回 全部或部分未转股的可转换公司债券。敬请广大投资者及时关注公司公告，注意 "精测转 2"投资风险。 一、"精测转 2"基本情况 1、发行上市情况 经中国证券监督管理 ...

资料显示，武汉精测电子集团股份有限公司位于武汉市东湖新技术开发区佛祖岭四路2号，成立日期 2006年4月20日，上市日期2016年11月22日，公司主营业务涉及显示、半导体及新能源检测系统的研 发、生产与销售。主营业务收入构成为：显示48.56%，半导体40.74%，新能源8.67%，其他(补 充)2.03%。 从精测电子十大流通股东角度 数据显示，东方基金旗下1只基金位居精测电子十大流通股东。东方人工智能主题混合A（005844）三 季度增持30.2万股，持有股数539.31万股，占流通股的比例为2.38%。根据测算，今日浮盈赚取约 2912.29万元。连续3天上涨期间浮盈赚取1.01亿元。 东方人工智能主题混合A（005844）成立日期2018年6月7日，最新规模6.02亿。今年以来收益8.99%， 同类排名35/8823；近一年收益81.81%，同类排名448/8083；成立以来收益76.94%。 1月7日，精测电子涨5.21%，截至发稿，报109.10元/股，成交9.72亿元，换手率3.99%，总市值305.20亿 元。精测电子股价已经连续3天上涨，区间累计涨幅22.01%。 东方人工智能主题混合A（ ...

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） ...