Group 1 - The actual controller of Changchuan Technology plans to reduce its shareholding by up to approximately 11.97 million shares, accounting for about 1.8866% of the total share capital, within three months after a 15 trading day period from the announcement date [1] - The actual controller, Zhao Yi, and Changchuan Investment collectively hold approximately 168 million shares, representing about 26.47% of the total share capital [1] - Another major shareholder, Director Zhong Fenghao, plans to reduce his holdings by up to 1 million shares, which is about 0.1576% of the total share capital [1] Group 2 - As of January to June 2025, Changchuan Technology's revenue composition is entirely from integrated circuit electronic industrial equipment, accounting for 100% [1] - The current market capitalization of Changchuan Technology is 48.9 billion yuan [1]

Core Viewpoint - Changchuan Technology (300604.SZ) announced that its actual controller's concerted action partner, Hangzhou Changchuan Investment Management Partnership (Limited Partnership), plans to reduce its holdings by no more than 11.9684 million shares, accounting for 1.8866% of the company's total share capital [1] Summary by Category Shareholding Reduction - The actual controller's concerted action partner plans to reduce holdings by up to 11.9684 million shares [1] - A shareholder holding more than 5% and some directors, including Zhong Fenghao, plan to reduce holdings by no more than 1 million shares, which is 0.1576% of the total share capital [1] Reasons for Reduction - The reason for the shareholding reduction is due to external investment needs and capital operation management [1] Timeline for Reduction - The reduction period will be within three months after the announcement, starting fifteen trading days from the date of disclosure [1]

证券代码：300604 证券简称：长川科技 公告编号：2025-078 杭州长川科技股份有限公司 关于公司实际控制人之一致行动人 公司实际控制人之一致行动人杭州长川投资管理合伙企业（有限合伙）及 公司持股 5%以上股东、部分董事钟锋浩先生保证公告内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的信息 一致。 特别提示： 杭州长川科技股份有限公司（以下简称"公司"或"长川科技"）于近 日分别收到公司实际控制人之一致行动人杭州长川投资管理合伙企业（有限 合伙）（以下简称"长川投资"）及公司持股 5%以上股东、部分董事钟锋浩 先生出具的《关于公司股份减持计划的告知函》。 持本公司股份 26,338,588 股（占本公司总股本比例 4.1517%）的实际控 制人之一致行动人杭州长川投资管理合伙企业（有限合伙）计划自本公告披 露之日起十五个交易日后 3 个月内通过集中竞价及大宗交易减持不超过 11,968,400 股（占本公司总股本比例 1.8866%）。 杭州长川投资管理合伙企业（有限合伙）为赵轶先生之配偶徐昕女士所 控制的企业，为实际控制人赵轶 ...

Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.34% to 3888 points, the Shenzhen Component Index up 0.85%, and the ChiNext Index up 0.7% [1] - The total market turnover was 1.6 trillion yuan, a decrease of 125.4 billion yuan compared to the previous trading day, with over 4100 stocks rising [1] Semiconductor Sector Performance - The semiconductor sector continued to rise, with several ETFs related to semiconductor materials and equipment increasing by over 3% [1] - Specific ETFs such as the Sci-Tech Semiconductor ETF and the Sci-Tech Semiconductor Equipment ETF saw gains of 3.36% and 3.11% respectively [2] Investment Opportunities in Semiconductor Equipment - The Sci-Tech Semiconductor ETF tracks the Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on hard-tech companies in the semiconductor equipment and materials sectors, which are crucial for domestic substitution [5] - The semiconductor equipment ETF closely follows the China Securities Semiconductor Materials and Equipment Index, with 61% in semiconductor equipment and 22% in semiconductor materials, covering key areas like photolithography and etching equipment [5] Growth Projections - A report from DIGITIMES forecasts that global wafer foundry revenue could reach $199.4 billion by 2025, with a year-on-year growth of over 25% and a compound annual growth rate (CAGR) of 14.3% from 2025 to 2030 [6] - Domestic semiconductor equipment demand is strong, with companies like North Huachuang reporting Q3 revenue exceeding 10 billion yuan, a year-on-year growth of 38.31% [7] Capital Expenditure Trends - It is expected that domestic storage manufacturers will contribute significantly to capital expenditures for wafer fabs, driving demand for semiconductor equipment [7] - The capital expenditure forecast for leading internet companies in China and the U.S. is expected to grow rapidly, reaching $430.6 billion in 2025 and $602 billion in 2026, supporting future demand for computing chips [8]

Core Points - Changchuan Technology (300604) closed at 77.11 yuan on November 28, 2025, up 1.58% from the previous trading day, with a total market capitalization of 48.919 billion yuan [1] - The company plans to issue shares to specific investors to raise no more than 313.20305 million yuan for semiconductor equipment R&D and to supplement working capital [1] - The number of shares to be issued will not exceed 30% of the total share capital before issuance, amounting to 188,648,115 shares, with no more than 35 investors involved [1] - The fundraising aims to enhance the company's technological capabilities, promote product upgrades, and strengthen capital [1] - The issuance will not result in a change of control of the company and is subject to approval by the Shenzhen Stock Exchange and registration with the CSRC [1]

证券简称：长川科技 证券代码：300604 关于杭州长川科技股份有限公司 申请向特定对象发行股票的 审核问询函的回复 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 二〇二五年十一月 深圳证券交易所： 贵所于 2025 年 11 月 12 日下发的《关于杭州长川科技股份有限公司申请向 特定对象发行股票的审核问询函》（审核函〔2025〕020065 号）（以下简称"问 询函"）已收悉。杭州长川科技股份有限公司（以下简称"公司"、"上市公司"、 "发行人"、"长川科技"）会同华泰联合证券有限责任公司（以下简称"华泰联 合证券"、"保荐人"、"保荐机构"）、国浩律师（杭州）事务所（以下简称"发行 人律师"、"律师"）、天健会计师事务所（特殊普通合伙）（以下简称"申报会计 师"、"会计师"）等中介机构，本着勤勉尽责、诚实守信的原则，就问询函所提 问题逐项进行认真讨论、核查和落实，现回复如下，请予审核。 如无特别说明，本回复中使用的简称或名词释义与《杭州长川科技股份有限 公司 2025 年度向特定对象发行股票并在创业板上市募集说明书》（以下简称"募 集说明书"）一致。 ...

深圳市前海深港合作区南山街道桂湾五路 128 号前海深港基金小镇 B7 栋 401 二〇二五年十一月 证券简称：长川科技 证券代码：300604 杭州长川科技股份有限公司 Hangzhou Changchuan Technology Co.,Ltd. （注册地址：浙江省杭州市滨江区聚才路 410 号） 2025 年度向特定对象发行股票并在创业板 上市募集说明书 （修订稿） 保荐机构（主承销商） 杭州长川科技股份有限公司 2025 年度向特定对象发行股票募集说明书 声 明 本公司及全体董事、监事、高级管理人员承诺本募集说明书及其他信息披露 资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完 整性承担相应的法律责任。 本公司负责人、主管会计工作负责人及会计机构负责人保证本募集说明书中 财务会计资料真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性做出保证， 也不表明其对本公司的盈利能力、投资价值或者对投资者的收益做出实质性判断 或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法 ...

Core Points - Hangzhou Changchuan Technology Co., Ltd. has completed its response to the Shenzhen Stock Exchange's inquiry regarding its application for a private placement of shares, and has updated the relevant application documents [1][2] - The issuance of shares is subject to approval from the Shenzhen Stock Exchange and registration by the China Securities Regulatory Commission, with an uncertain timeline for these processes [1][2] Summary by Sections - **Company Announcement**: On November 28, 2025, the company announced that it had completed its response to the inquiry from the Shenzhen Stock Exchange regarding its application for a private placement of shares, and updated the relevant application documents [1] - **Regulatory Process**: The company stated that the issuance of shares requires the completion of the Shenzhen Stock Exchange's review process and approval from the China Securities Regulatory Commission, indicating that the timeline for these approvals is uncertain [2]

（深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 关于杭州长川科技股份有限公司 2025 年向特定对象发行股票并在创业板 上市 发行保荐书 保荐人（主承销商） 发行保荐书 华泰联合证券有限责任公司 关于杭州长川科技股份有限公司 2025 年度向特定对象发行股票并在创业板上市之发行保荐 书 杭州长川科技股份有限公司（以下简称发行人、长川科技）申请向特定对象 发行股票并在创业板上市，依据《公司法》《证券法》《上市公司证券发行注册管 理办法》（以下简称《再融资注册办法》）《深圳证券交易所上市公司证券发行上 市审核规则》（以下简称《审核规则》）等相关的法律、法规的有关规定，提交发 行申请文件。华泰联合证券有限责任公司（以下简称华泰联合证券、保荐人）作 为其本次发行的保荐人，金华东和陶劲松作为具体负责推荐的保荐代表人，特为 其出具本发行保荐书。 保荐人华泰联合证券、保荐代表人金华东和陶劲松承诺：本保荐人和保荐代 表人根据《公司法》《证券法》等有关法律、法规和中国证监会、深圳证券交易 所的有关规定，诚实守信、勤勉尽责，严格按照依法制定的业务规则、行业执业 规范和道德准则出具本发行保荐书，并保证 ...

国浩律师（杭州）事务所 关 于 杭州长川科技股份有限公司 2025 年度向特定对象发行 A 股股票 之 补充法律意见书（一） 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel： (+86)(571) 8577 5888 传真/Fax：(+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年十一月 国浩律师（杭州）事务所 补充法律意见书（一） 国浩律师（杭州）事务所 关 于 杭州长川科技股份有限公司 2025 年度向特定对象发行 A 股股票 之 补充法律意见书（一） 致：杭州长川科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"），接受杭州长川科技股份有 限公司（以下简称"长川科技"或"发行人"）的委托， ...