Group 1 - The semiconductor equipment ETF Huaxia (562590) rose by 0.37% to 1.899 yuan with a trading volume of 83.83 million yuan as of the midday close on February 6 [1] - Major holdings in the semiconductor equipment ETF include: - North Huachuang up 1.31% - Zhongwei Company down 0.26% - Tuojing Technology up 1.13% - Changchuan Technology down 0.42% - Hu Silicon Industry up 1.11% - Huahai Qingke up 0.52% - Zhongke Feicai up 1.50% - Nanda Guangdian up 0.72% - Anji Technology up 1.04% - Chip Source Micro up 0.01% [1] - The performance benchmark for the semiconductor equipment ETF is the CSI Semiconductor Materials and Equipment Theme Index return, managed by Huaxia Fund Management Co., Ltd. The fund manager is Dan Kuan Zhi, with a return of 88.71% since its establishment on October 9, 2023, and a return of 10.29% over the past month [1]

Group 1 - Northern Huachuang is a leading domestic semiconductor equipment manufacturer, covering core process equipment such as etching machines, thin film deposition equipment, and cleaning machines, which are essential for memory chip manufacturing [1] - The company is expected to benefit from the growth in equipment orders driven by the expansion and technological upgrades of domestic memory manufacturers during the memory chip price increase cycle [1] - Northern Huachuang has made breakthroughs in advanced process equipment for 3D NAND and HBM, establishing a core competitive advantage in the global memory equipment market [1] Group 2 - Hua Hong Semiconductor is a leading domestic specialty process manufacturer with mature memory chip foundry capabilities, focusing on NOR Flash, eMMC, and SPI NAND [2] - The company is expected to benefit from the rising demand for memory chip foundry services as domestic memory manufacturers expand production [2] - Hua Hong's layout in automotive-grade memory chip foundry will further enhance its resilience against economic cycles [2] Group 3 - Zhongwei Company is a core supplier of etching equipment, with its 5nm etching machine already integrated into the supply chain of memory manufacturers [3] - The demand for high-end equipment is expected to grow due to the trend of upgrading memory chips to advanced processes like 3D NAND and HBM [3] - Zhongwei's layout in thin film deposition equipment enhances its service capabilities for memory manufacturers [3] Group 4 - Lanke Technology is a global leader in memory interface chips, with its products widely used in servers and PCs, holding a leading share in the DDR5 interface chip market [4] - The demand for DDR5 interface chips is expected to surge due to the explosion in AI server and high-end PC demand during the memory chip price increase cycle [4] - Lanke's breakthroughs in HBM interface chips will further open up growth opportunities [4] Group 5 - GigaDevice is a leading domestic memory chip design company, focusing on NOR Flash while also expanding into NAND Flash and DRAM [5] - The company is expected to benefit from the price increase of NOR Flash products driven by the recovery of consumer electronics and AI terminal demand [5] - GigaDevice's layout in automotive-grade memory chips will further expand its downstream application space [5] Group 6 - Shengyi Technology is a leading domestic copper-clad laminate manufacturer, with its products being core raw materials for memory chip packaging [6][7] - The growth in demand for copper-clad laminates is expected to be driven by the expansion of memory manufacturers and the increase in packaging needs during the memory chip price increase cycle [6][7] - Shengyi's breakthroughs in high-frequency and high-speed copper-clad laminates will adapt to the upgrade demands of memory chips [6][7] Group 7 - Shenzhen South Circuit is a leading domestic PCB manufacturer, with its high-end PCB products being core carriers for storage servers and modules [8] - The demand for high-end PCBs is expected to grow due to the explosion in AI server demand and the expansion of memory manufacturers during the memory chip price increase cycle [8] - Shenzhen South Circuit's layout in storage packaging substrates further enhances its position in the memory industry chain [8] Group 8 - Jiangbolong is a leading domestic storage module manufacturer, focusing on the development and manufacturing of storage modules for various applications [9] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [9] - Jiangbolong's layout in automotive-grade storage modules will further open up downstream application spaces [9] Group 9 - Xi'an Yicai is a core enterprise in semiconductor materials, focusing on silicon-based materials essential for memory chip manufacturing [10] - The demand for silicon-based materials is expected to grow due to the expansion and technological upgrades of memory manufacturers during the memory chip price increase cycle [10] - Xi'an Yicai's breakthroughs in 300mm large silicon wafers will adapt to the advanced process needs of domestic storage [10] Group 10 - Tuojing Technology is a leading domestic thin film deposition equipment manufacturer, with its PECVD and ALD equipment being core process equipment for memory chip manufacturing [11] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the upgrade of 3D NAND technology during the memory chip price increase cycle [11] - Tuojing's layout in HBM-related equipment will further adapt to the upgrade demands driven by AI [11] Group 11 - Maiwei Co. is a core domestic semiconductor equipment enterprise, with its equipment already integrated into the supply chain of leading domestic memory manufacturers [12] - The growth in equipment orders is expected to be driven by the expansion of memory manufacturers and the increase in advanced packaging demand during the memory chip price increase cycle [12] - Maiwei's breakthroughs in HBM packaging equipment will adapt to the upgrade demands driven by AI [12] Group 12 - Shengmei Shanghai is a leading domestic semiconductor cleaning equipment manufacturer, with its single-wafer cleaning equipment integrated into the supply chain of leading memory manufacturers [13] - The demand for cleaning equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [13] - Shengmei's breakthroughs in 3D NAND cleaning technology will adapt to the technical iteration needs of memory chips [13] Group 13 - Changdian Technology is a leading domestic packaging and testing enterprise, covering the packaging and testing of various memory chip types [14] - The growth in packaging orders is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [14] - Changdian's breakthroughs in advanced packaging will adapt to the needs of high-end memory chips [14] Group 14 - Changchuan Technology is a leading domestic semiconductor testing equipment manufacturer, with its testing equipment covering memory and logic chips [15] - The demand for testing equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [15] - Changchuan's breakthroughs in DDR5 and HBM testing technologies will adapt to the upgrade demands driven by AI [15] Group 15 - Baiwei Storage is a leading domestic storage chip design and module manufacturer, focusing on various storage modules for different applications [16] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [16] - Baiwei's layout in automotive-grade storage will further open up downstream application spaces [16] Group 16 - China Resources Microelectronics is a leading domestic power semiconductor and storage chip manufacturer, focusing on NOR Flash and eMMC [17] - The company is expected to benefit from the recovery in consumer electronics and industrial control demand during the memory chip price increase cycle [17] - China Resources' layout in automotive-grade storage chips will enhance its resilience against economic cycles [17] Group 17 - Tongfu Microelectronics is a core domestic packaging enterprise, covering the packaging of various memory chip types [18] - The growth in packaging orders is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [18] - Tongfu's breakthroughs in advanced packaging will adapt to the needs of high-end memory chips [18] Group 18 - Yitang Co. is a core domestic semiconductor equipment enterprise, focusing on thin film deposition and rapid thermal processing equipment [19] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [19] - Yitang's breakthroughs in 3D NAND-related equipment will adapt to the technical iteration needs of memory chips [19] Group 19 - Jingsheng Mechanical and Electrical is a leading domestic semiconductor silicon wafer equipment manufacturer, with its equipment integrated into the supply chain of leading memory manufacturers [20] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the increase in silicon wafer demand during the memory chip price increase cycle [20] - Jingsheng's breakthroughs in 300mm large silicon wafer equipment will adapt to the advanced process needs of domestic storage [20] Group 20 - Xichuang Data is a leading domestic storage module and smart terminal manufacturer, focusing on various storage modules for different applications [21] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [21] - Xichuang's layout in automotive-grade storage will further open up downstream application spaces [21] Group 21 - Shannon Chip is a leading domestic storage chip distribution and solution provider, focusing on distribution and technical services for storage chips [22] - The growth in distribution revenue is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [22] - Shannon's layout in storage module solutions will enhance customer stickiness [22] Group 22 - Hushi Silicon Industry is a leading domestic semiconductor silicon wafer manufacturer, covering various specifications essential for memory chip manufacturing [23] - The demand for silicon wafers is expected to grow due to the expansion and technological upgrades of memory manufacturers during the memory chip price increase cycle [23] - Hushi's breakthroughs in 300mm large silicon wafers will adapt to the advanced process needs of domestic storage [23] Group 23 - Unisoc is a leading domestic security chip and storage chip manufacturer, focusing on eMMC and UFS [24] - The company is expected to benefit from the recovery in consumer electronics and the growth in security storage demand during the memory chip price increase cycle [24] - Unisoc's layout in automotive-grade storage chips will enhance its resilience against economic cycles [24] Group 24 - Fudan Microelectronics is a leading domestic FPGA and storage chip manufacturer, covering various storage chip types [25] - The growth in demand for storage products is expected to be driven by the increase in industrial control demand and the acceleration of domestic substitution during the memory chip price increase cycle [25] - Fudan's layout in automotive-grade storage chips will further open up downstream application spaces [25] Group 25 - Zhongke Feicai is a leading domestic semiconductor testing equipment manufacturer, covering testing equipment for memory and logic chips [26] - The demand for testing equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [26] - Zhongke's breakthroughs in 3D NAND testing technology will adapt to the technical iteration needs of memory chips [26] Group 26 - Huahai Qingke is a leading domestic chemical mechanical polishing (CMP) equipment manufacturer, with its CMP equipment integrated into the supply chain of leading memory manufacturers [27] - The demand for CMP equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [27] - Huahai's breakthroughs in 3D NAND polishing technology will adapt to the technical iteration needs of memory chips [27]

Group 1 - The semiconductor equipment sector is experiencing a strong performance, with the semiconductor equipment ETF (561980) rising by 1.25% and achieving a net inflow of approximately 483 million yuan over the last 10 trading days [1] - Major semiconductor companies, including domestic firms like Zhongwei Company and Changchuan Technology, have reported significant revenue and profit growth, with some companies like Cambrian and ZKFL achieving profitability for the first time [1][2] - International leaders in semiconductor equipment, such as ASML and KLA, have also reported earnings that exceeded expectations, indicating a robust market environment [1][2] Group 2 - The global semiconductor industry is entering a major expansion phase, with companies like Samsung and SK Hynix planning to increase their NAND flash production capacity significantly, and TSMC projecting over 100% capacity expansion in the next decade [2] - The semiconductor equipment ETF (561980) tracks the CSI Semiconductor Index, which has a high concentration of leading companies, with the top ten stocks accounting for approximately 75% of the index [2][3] - The index has shown strong performance, with a maximum increase of over 690% during the last semiconductor upcycle and a 283% increase since 2020, outperforming other comparable indices [3][20] Group 3 - The semiconductor equipment sector is expected to see a record high in sales, with a projected 13.7% year-on-year growth in 2025, driven by strong demand from AI and storage expansion [13][24] - The demand for high-performance storage products is surging due to AI applications, leading to significant price increases in DRAM and NAND flash memory [7][25] - Domestic chip design leaders are projected to achieve their first annual profits in 2025, with expected revenues of 6 to 7 billion yuan, reflecting a substantial year-on-year growth of 410% to 496% [8]

数据显示，招商资管旗下1只基金重仓长川科技。招商资管中证500指数增强发起A（023192）四季度持 有股数3300股，占基金净值比例为2.41%，位居第三大重仓股。根据测算，今日浮盈赚取约2.01万元。 招商资管中证500指数增强发起A（023192）成立日期2025年1月16日，最新规模1342.58万。今年以来收 益6.84%，同类排名1046/5562；近一年收益42.88%，同类排名1479/4285；成立以来收益42.54%。 招商资管中证500指数增强发起A（023192）基金经理为范万里。 2月3日，长川科技涨5.05%，截至发稿，报126.70元/股，成交14.27亿元，换手率2.33%，总市值803.79 亿元。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为：测试机57.68%，分选机32.73%，其他9.59%。 从基金十大重仓股角度 截至发稿，范万里累计任职时间1年133天，现任基金资产总规模1.19亿元，任职期间最佳基金回报 ...

证券日报网讯2月2日，长川科技（300604）在互动平台回答投资者提问时表示，公司的2025年年报业绩 预告已于2026年1月29日披露。 ...

本次发行的定价基准日为发行期首日。本次向特定对象发行股票的价格不低于定价基准日前20个交易日 公司股票交易均价的80%(定价基准日前20个交易日股票交易均价=定价基准日前20个交易日股票交易总 额/定价基准日前20个交易日股票交易总量)。若公司股票在本次发行的定价基准日至发行日期间发生派 息、送股、资本公积金转增股本等除权除息事项，发行价格将进行相应调整。 本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定，同时本次向特定对象发行股票的 数量不超过本次发行前公司总股本的30%，即不超过189,829,143股(含本数)，并以中国证监会关于本次 发行的注册批复文件为准。在前述范围内，最终发行数量将在本次发行经过深交所审核通过并获得中国 证监会同意注册的批复后，由公司董事会根据公司股东大会的授权及发行时的实际情况，与本次发行的 保荐机构(主承销商)协商确定。 发行完成后，发行对象所认购的股票自本次发行结束之日起六个月内不得转让。法律法规、规范性文件 对限售期另有规定的，依其规定。限售期结束后，发行对象减持本次认购的向特定对象发行的股票按中 国证监会及深交所的有关规定执行。 截至募集说明书签署日，公司尚未 ...

每经AI快讯，1月29日，长川科技（300604）(300604.SZ)公告称，公司于2026年1月29日收到深交所上 市审核中心出具的审核中心意见告知函，公司向特定对象发行股票的申请符合发行条件、上市条件和信 息披露要求。但该事项尚需经中国证监会同意注册后方可实施，最终能否获得注册决定及其时间尚存在 不确定性。 ...

证券代码：300604 证券简称：长川科技 公告编号：2026-008 董 事 会 获得深圳证券交易所上市审核中心审核通过的公告 本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。 杭州长川科技股份有限公司（以下简称"公司"）于 2026 年 1 月 29 日收到 深圳证券交易所（以下简称"深交所"）上市审核中心出具的《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中心意见告知函》。深交所上市 审核中心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行 条件、上市条件和信息披露要求，后续深交所将按规定报中国证券监督管理委员 会（以下简称"中国证监会"）履行相关注册程序。 公司本次向特定对象发行股票事项尚需经中国证监会同意注册后方可实施， 最终能否获得中国证监会作出同意注册的决定及其时间尚存在不确定性。公司将 根据该事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 杭州长川科技股份有限公司 2026 年 1 月 29 日 杭州长川科技股份有限公司 关于向特定对象发行股票申请 ...

Core Viewpoint - The current market is characterized by a structural trend driven by industrial trends and price cycles, with clear differentiation in performance across industries [21]. Group 1: High Growth Companies - Industrial Fulian (601138) expects a net profit of 35.1 billion to 35.7 billion yuan, a year-on-year increase of 51% to 54%, driven by a surge in AI server revenue and a 13-fold increase in 800G switch business [5]. - Xizang Zhuofeng (600338) anticipates a net profit of 44.15 million to 53.96 million yuan, reflecting a growth of 92.28% to 135.01%, benefiting from rising non-ferrous metal prices and increased production [6]. - Changchuan Technology (300604) forecasts a net profit of 1.25 billion to 1.4 billion yuan, a growth of 172.67% to 205.39%, due to strong demand for semiconductor testing equipment [6]. - Mingyang Smart Energy (601615) expects a net profit of 800 million to 1 billion yuan, a growth of 131.14% to 188.92%, supported by increasing demand in the wind power sector [6]. - Jiangshan Co., Ltd. (600389) predicts a net profit of 480 million to 580 million yuan, a growth of 113.90% to 158.47%, driven by improved agricultural demand and product price increases [7]. Group 2: Notable Trends in Specific Sectors - The AI computing demand is robust, with companies like Industrial Fulian and Huafeng Technology benefiting from the explosive growth in AI server and data center construction [22]. - The resource sector, represented by Xizang Zhuofeng and Fangda Special Steel, shows significant performance due to product price increases and favorable exchange rate changes [23]. - The renewable energy and pharmaceutical sectors are highlighted by Mingyang Smart Energy's performance in offshore wind power and Ailis's growth in lung cancer precision treatment, reflecting strong policy support and demand [24]. Group 3: Companies Facing Declines or Losses - Jiukang Bio (300406) expects a net profit of 180 million to 218 million yuan, a decline of 66.21% to 59.07%, due to policy impacts on the medical industry and reduced profitability in the in vitro diagnostics sector [17]. - GeKao Micro (688728) anticipates a net profit of 38 million to 57 million yuan, a decrease of 69.49% to 79.66%, affected by intensified competition in low-pixel products and significant exchange losses [18]. - Haohua Energy (601101) forecasts a net profit of 41.93 million to 56.93 million yuan, a decline of 59.55% to 45.08%, due to falling coal prices despite increased sales volume [18]. Group 4: Overall Market Analysis - The performance differentiation among companies highlights the impact of price declines and demand pressures, particularly in industries like lithium and coal, where companies like Yongshan Lithium and Gansu Energy face significant challenges [25]. - The core drivers of current performance growth include artificial intelligence, semiconductor localization, resource price cycles, renewable energy policies, and innovative pharmaceuticals, while sectors under pressure are linked to declining commodity prices and intense competition [25].

截至2026年1月29日13:58，上证科创板半导体材料设备主题指数下跌3.91%。成分股方面涨跌互现，欧 莱新材领涨6.4%，富创精密上涨3.04%，耐科装备上涨0.99%；京仪装备领跌8.42%，安集科技下跌 8.03%，神工股份下跌7.27%。科创半导体ETF（588170）下跌3.86%，最新报价1.82元。流动性方面， 科创半导体ETF盘中换手10.8%，成交8.9亿元，市场交投活跃。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中 半导体设备（60%）和半导体材料（25%）细 分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代 天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 半导体设备ETF华夏（562590）及其联接基金（A类：020356；C类：020357），指数中半导体设备 （63%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 爱建证券认为，存储芯片封测行业充分受益于下游需求市场 ...