Group 1 - The semiconductor equipment ETF Huaxia (562590) closed down 0.83% at 1.904 yuan with a trading volume of 64.19 million yuan [1] - Major holdings in the ETF include: Beifang Huachuang down 0.70%, Zhongwei Company down 1.36%, Tuojing Technology down 0.82%, Changchuan Technology down 3.57%, Hu Silicon Industry down 0.62%, Huahai Qingke down 0.84%, Zhongke Feice down 3.71%, Nanda Guangdian up 1.92%, Anji Technology down 0.71%, and Xinyuanwei up 1.13% [1] - The ETF's performance benchmark is the CSI Semiconductor Materials and Equipment Theme Index return, managed by Huaxia Fund Management Co., Ltd., with a return of 92.01% since its establishment on October 9, 2023, and a return of 1.48% over the past month [1]

Group 1 - Fangda Carbon plans to acquire 100% equity of Tianjin Tongda Huanyu Logistics Co., Ltd. for 319 million yuan [1] - Xiamen Tungsten intends to acquire 39% equity of Jiujiang Dadi Mining Development Co., Ltd. and has signed an intention agreement with a transferor [6] - Wenkai Co. has won a bid for a landscape project worth 50.8162 million yuan [7] Group 2 - Changchun High-tech's subsidiary Jin Sai Pharmaceutical received approval for a clinical trial application for GenSci136, a treatment for IgA nephropathy [3] - China National Pharmaceutical has received drug registration certificates for fumaric acid volnoral tablets, used for treating reflux esophagitis [12] - Zhenhua Group plans to issue convertible bonds not exceeding 1.2 billion yuan [26] Group 3 - CSG Holding's stock may undergo a control change due to share pledge judicial transfer [30] - Ningbo Yunsheng plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [19] - Keda Guochuang's controlling shareholder intends to transfer 5% of the company's shares through an agreement [28] Group 4 - A number of companies, including Finer Pharma, Yixing Guoyuan Investment, and others, have announced plans to reduce their shareholdings by various percentages [2][4][9][11][15][16][20][21][22][23][25][29] - Highweida plans to repurchase shares worth 30 to 35 million yuan [17] - ST Zhongzhu is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [24] Group 5 - A number of companies, including Jiekang Equipment and others, have faced legal issues or penalties [27][40] - Aclaris Therapeutics has clarified that reports regarding its robotic products entering mass production were misinterpreted [41]

Summary of Conference Call Records Industry Focus - The focus is on the semiconductor equipment industry, particularly the trend of "de-Japanization" in response to recent political developments in Japan and China [1][2]. Key Companies and Insights 1. Testing Machines - **Longchuan, Huafeng, and Jingzhida** are recommended as leading domestic testing machine manufacturers. The current localization rate for testing machines in China is below 30%, with storage and SOC testing machines nearly at 0%. Japanese company Advantest holds a market share of approximately 60%, indicating significant room for replacement [1]. 2. Huafeng Measurement and Control - The company has a leading position in GPU testing machines regarding testing channel count, frequency, and parallel processing capabilities. Small-scale production validation has been completed, with a high likelihood of securing orders in the near future. It is expected to achieve substantial order volumes by 2026, benefiting from the lack of involvement in storage, resulting in a smaller price increase so far [2]. 3. Qiangyi Co., Ltd. - The company has successfully entered the market with major clients in the computing chip sector. It has completed the delivery or initial validation of 2.5D MEMS probe card products for HBM, NOR Flash, and DRAM. With overseas probe card shortages, the company is expected to see significant performance growth in 2026, benefiting from the increase in storage and domestic computing [2]. 4. Longchuan Technology - The company is deeply integrated with major clients and is expected to see a surge in storage testing machine demand. Revenue from related products is projected to reach 15 billion this year. The GPU testing machine holds a significant market share in H-series computing chip testing and is exclusively supplied to Alibaba's Pingtouge. The company is expected to benefit from three major growth drivers: storage, commercial aerospace, and domestic computing [2]. 5. Jingzhida - The company leads in the high-speed FT testing machine sector and is actively validating its products with clients. It is expected to see a doubling of orders and revenue this year, driven by the two storage sectors, with SOC testing machine prototypes anticipated to be launched this year [2]. 6. Jinhaitong - Specializes in translation-type sorting machines, with significant revenue growth from the launch of the 9000 series three-temperature sorting machines. The company is also developing high-end sorting machines for AI chips, which are expected to see large order breakthroughs as downstream computing chips increase in volume. Revenue is projected to reach 14 billion with a profit of 5 billion by 2026, making it a relatively undervalued player in the equipment sector [3]. 7. Xidian Co., Ltd. - A leading domestic manufacturer of probe stations, currently validating products with major domestic clients. The company is expected to secure bulk orders within the year [3]. Additional Insights - The overall sentiment in the semiconductor equipment industry is optimistic, with a strong emphasis on domestic production capabilities and the potential for significant market share gains as companies pivot away from reliance on Japanese suppliers [1][2][3].

智通财经APP讯，长川科技(300604.SZ)发布公告，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个月内通过大宗交易减持不超705.96万股(占公司 总股本比例1.1128%)。 ...

长川科技（300604）(300604.SZ)发布公告，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个月内通过大宗交易减持不超705.96万股(占公司总股本 比例1.1128%)。 ...

长川科技公告，公司实控人之一致行动人杭州长川投资管理合伙企业（有限合伙）持股1437.02万股， 占2.2652%，拟于2026年3月12日至2026年6月11日期间通过大宗交易减持不超705.96万股，占1.1128%。 赵轶及其一致行动人合计持股1.56亿股，占24.5794%。长川投资承诺本次减持完成或到期后12个月内不 再减持公司股份。 ...

近日收到公司控股股东、实际控制人赵轶先生及其一致行动人杭州长川投资管理合伙企业（有限合伙） 出具的《关于自愿承诺自长川投资本次减持股份计划完成或到期后未来12个月内不减持公司股份的承诺 函》，获悉长川投资本次减持股份计划基于企业资金管理和投资筹划运营需求，为避免影响投资者对公 司长期投资价值的认可，保证投资者信心，公司控股股东、实际控制人赵轶先生及其一致行动人杭州长 川投资管理合伙企业（有限合伙）自愿承诺:自长川投资本次减持股份计划完成后未来12个月内或长川 投资本次减持股份计划到期后未来12个月内,不以任何方式主动减持直接持有的公司股份，如因公司资 本公积转增股本、派送股票红利、配股、增发等权益分派事项而增加的股份，其在上述期间内亦将遵守 不减持承诺，未尽事宜按中国证监会及深圳证券交易所相关规定执行。 格隆汇2月9日丨长川科技（维权）(300604.SZ)公布，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个月内通过大宗交易减持不超过705.96万 股（占本公司总股本比例1.1128%）。 ...

证券代码：300604 证券简称：长川科技 公告编号：2026-009 未来 12 个月内不减持公司股份的公告 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）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。 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 拟通过大宗交易减持股份计划的预披露 暨自愿承诺自本次减持股份计划完成或到期后 特别提示： 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，为实际控制人赵轶先生的一致行动人。赵轶先生及长川投资合 计持本公司股份 155,932,385 股（占本公司总股本比例 24.5794%）。 现将有关情况公告如下： 一、拟减持股东的基本情况 1、实际控制人之一致行动人 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"）出具的《关于公司股份减持计划的告知函》。 持本公司股份 14,370,188 股（占本公司总股本比例 2 ...

每经AI快讯，2月9日，长川科技(300604.SZ)公告称，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）计划自公告披露之日起十五个交易日后的三个月内（即2026年3月12日至2026年6 月11日），通过大宗交易方式减持不超过705.96万股，占公司总股本比例1.1128%；减持原因为企业资 金管理和投资筹划运营需求；股份来源为首次公开发行前持有的股份及权益分派转增股份。 （文章来源：每日经济新闻） ...

证券日报网讯2月9日，长川科技（300604）在互动平台回答投资者提问时表示，公司主要从事集成电路 专用设备的研发、生产和销售，是一家致力于提升我国集成电路专用测试设备技术水平、积极推动集成 电路装备业升级的国家高新技术企业和软件企业。公司与众多客户建立了合作关系，与具体客户的合作 信息涉及商业秘密，敬请谅解。 ...