本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 佛山市联动科技股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召 开第二届董事会第十七次会议、第二届监事会第十六次会议，审议通过了《关于 使用暂时闲置募集资金及自有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和正常经营的情况下，使用总额不超过 60,000 万元（含 本数）的暂时闲置募集资金（含超募资金）和总额不超过 40,000 万元（含本数） 的闲置自有资金进行现金管理，额度有效期自股东大会审议通过之日起至下一年 度审议该事项的董事会或股东大会召开之日止。在上述额度及期限内，资金可以 循环滚动使用。该议案已经公司于 2025 年 5 月 13 日召开的 2024 年年度股东大 会审议通过。具体内容详见公司于 2025 年 4 月 18 日、2025 年 5 月 13 日在巨潮 资讯网（www.cninfo.com.cn）上披露的相关公告。 一、开立募集资金现金管理专用结算账户的情况 近日，因购买新的现金管理产品需要，公司在中国民生银行股份有限公司佛 山分行营业部、广 ...

格隆汇12月26日丨联动科技(301369.SZ)在投资者互动平台表示，公司现有的半导体测试系统主要应用 于半导体功率器件测试、模拟及数模混合信号集成电路测试、大规模数字SoC类集成电路测试，目前暂 不涉及存储类芯片的测试。 ...

南财智讯12月23日电，联动科技公告，公司控股股东、实际控制人张赤梅女士、郑俊岭先生于2025年12 月8日至2025年12月22日通过大宗交易方式合计减持公司股份608,165股，占公司总股本比例0.87%。本 次权益变动后，二人合计持有公司股份数量由43,923,200股减少至43,315,035股，合计持股比例由 62.79%下降至61.92%，权益变动触及1%整数倍。本次权益变动为履行此前披露的减持计划，不会导致 公司控股股东、实际控制人发生变化，不影响公司治理结构和持续经营。 ...

证券代码：301369 证券简称：联动科技 公告编号：2025-099 佛山市联动科技股份有限公司 关于控股股东、实际控制人权益变动触及 1%整数倍的公告 特别提示： 1、本次权益变动为佛山市联动科技股份有限公司（以下简称"公司"）控 股股东、实际控制人张赤梅女士、郑俊岭先生实施已披露的减持股份计划，不 涉及要约收购。 2、本次权益变动后，公司控股股东、实际控制人张赤梅女士、郑俊岭先生 合计持有的公司股份数量由 43,923,200 股减少至 43,315,035 股，合计持股比例 注 由 62.79%下降至 61.92%，权益变动触及 1%整数倍。本次权益变动不会导致公 司控股股东、实际控制人发生变化，不会影响公司的治理结构和持续经营。 一、持股变动情况 公司于 2025 年 10 月 17 日披露了《关于控股股东、实际控制人及其一致行 动人股份减持计划的预披露公告》（公告编号：2025-083），公司控股股东、实 际控制人张赤梅女士、郑俊岭先生计划于 2025 年 11 月 10 日至 2026 年 2 月 9 日 期间，通过集中竞价交易、大宗交易方式合计减持公司股份不超过 2,096,000 股。 公司 ...

Market Performance - A-shares showed strong performance with the Shanghai Composite Index surpassing 3900 points, closing at 3917.36, up 0.69% [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.23%, indicating a robust market sentiment [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18.825 billion yuan, an increase of 1.336 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector experienced significant gains, with stocks like Kema Technology and Lianang Microelectronics hitting the daily limit, while SMIC and Haiguang Information rose over 5% [4][5] - Kema Technology's stock price reached a historical high of 466.66 yuan per share, marking a tenfold increase from its low of 46.56 yuan in April [2] - Analysts predict that the global semiconductor wafer fabrication equipment market will maintain high single-digit percentage growth in 2025 and 2026, driven by rising demand and price increases in the storage sector [6] Hainan Free Trade Zone - The Hainan Free Trade Zone concept surged, with over 20 stocks hitting the daily limit, including Shennong Agriculture and Kangzhi Pharmaceutical [6][7] - The official launch of the Hainan Free Trade Port on December 18 led to a significant increase in duty-free sales, with sales reaching 118 million yuan on the first day, a year-on-year increase of 85% [8] - The policy changes are expected to reduce import tax burdens for related enterprises by approximately 20%, enhancing market activity and consumer attraction in tourism and retail sectors [8] AI Industry - The CPO concept and AI-related stocks saw active trading, with stocks like Kaige Precision and Changxin Bochuang achieving new highs [9] - The demand for high-bandwidth network hardware is increasing due to rapid upgrades in GPU and ASIC technologies, with expectations for continued growth in 800G optical module demand through 2026 [9]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交会额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-22 | 301369 | 联动科技 | 99.51 | 3.90 | 388.09 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司深圳海德 | | | | | | | | | 三道证券营业部 | | 2025-12-22 | 301369 | 联动科技 | 99.51 | 2.01 | 200.02 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司深圳海德 | | | | | | | | | 三道证券营业部 | | 2025-12-22 | 301369 | 联动科技 | 99.51 | 2.01 | 200.02 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司深圳海德 | | | | | | | | | ...

Group 1 - The semiconductor chip market is experiencing significant activity, with Kema Technology hitting the daily limit up, and the semiconductor equipment ETF (561980) rising over 4% this week, with a trading volume of 276 million yuan [1][11] - Major stocks in the semiconductor equipment sector, including Kema Technology, Shanghai Xinyang, and Aisen Co., have shown strong performance, with Kema Technology reaching the daily limit and others like Shanghai Xinyang and Aisen Co. increasing by over 17% and 16% respectively [1][14] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with nearly 60% of its components being equipment-related, and it has achieved a year-to-date increase of 54.82%, ranking first among major semiconductor indices [1][11][14] Group 2 - The rapid development of Chinese chip technology is expected to disrupt companies like Nvidia by 2026 or 2027, as highlighted by Bloomberg and supported by analysts from major financial institutions [3] - The ongoing AI infrastructure boom is driving demand for advanced chips, with a focus on 3nm and below processes, indicating a robust long-term bull market for semiconductor equipment [3][11] - Domestic chip companies are accelerating their globalization and capitalization processes, with significant IPOs such as Moore Threads and Muxi Technology marking a notable trend in the industry [4][5] Group 3 - The storage chip sector is also seeing a surge in IPO activities, with companies like Changxin Technology and Yangtze Memory Technologies planning to go public, which is expected to enhance capacity construction [5][6] - According to CFM's market outlook, there is a projected supply shortage for server eSSD and DDR5 RDIMM, with prices expected to rise significantly, indicating strong demand driven by AI [6][8] - The global semiconductor sales forecast for 2026 has been revised upwards to $975.4 billion, reflecting a recovery driven by sustained AI demand [8][11]

Core Viewpoint - The company has successfully completed the key laboratory validation phase of its self-developed QT-9800SoC testing system, which meets design requirements and is ready for mass production testing [1][2] Group 1: Product Development - The QT-9800SoC testing system is a high-performance integrated circuit testing device aimed at testing system-on-chip (SoC) [1] - The product features multi-channel parallel testing capabilities, high-speed signal processing, high precision, and high reliability, with flexible configuration and hardware-software compatibility [1][2] - The QT-9800SoC testing system is a core product for the company's future development, aligning with its strategic goal of deepening its presence in the semiconductor testing field [1] Group 2: Market Application - The QT-9800SoC testing system can be applied to computing power chips (CPU/GPU/DPU), edge AI computing, FPGA, ASIC, and various applications such as robotics, AI boxes, smart terminals, intelligent recognition, and drones [1] - The company aims to accelerate client validation and mass production application of the QT-9800SoC testing system, forming a semiconductor testing product matrix that includes "power/analog testing + SoC testing" [2] Group 3: Strategic Importance - The introduction of the QT-9800SoC testing system represents a significant technological breakthrough in the high-end testing field for the company [2] - Concentrating resources on this product is expected to enhance the company's core competitiveness and solidify its market position in the semiconductor testing sector, contributing to the implementation of its long-term development strategy [2]

Core Viewpoint - The company has successfully completed the key laboratory validation phase of its self-developed QT-9800SoC testing system, which meets performance indicators and is ready for mass production testing [1][2] Group 1: Product Development - The QT-9800SoC testing system targets high-performance integrated circuit testing for system-on-chip (SoC) applications, featuring multi-channel parallel testing capabilities, high-speed signal processing, high precision, and reliability [1] - The product is designed to be flexible and compatible with both hardware and software, making it a core product for the company's future development in the semiconductor testing field [1][2] Group 2: Market Application - The QT-9800SoC testing system can be applied to various types of chips, including computing power chips (CPU/GPU/DPU), edge AI computing, FPGA, and ASIC, and is suitable for a wide range of applications such as robotics, AI boxes, smart terminals, intelligent recognition, and drones [1] - The company aims to accelerate client validation and mass production application of the QT-9800SoC testing system, forming a semiconductor testing product matrix that includes "power/analog testing + SoC testing" to enhance its core competitiveness and market share [2]

Core Viewpoint - The company has successfully completed a key phase of laboratory validation for its self-developed QT-9800SoC testing system, meeting performance indicators and production testing conditions, although it has not yet entered mass production or external sales [1] Group 1: Product Overview - The QT-9800SoC testing system targets high-performance integrated circuit testing for system-on-chip (SoC) devices [1] - The product features multi-channel parallel testing capabilities, high-speed signal processing, high precision, and high reliability, with flexible configuration and hardware-software compatibility [1] Group 2: Strategic Importance - The QT-9800SoC testing system is a core product for the company’s future development, aligning with its strategic goal of deepening its presence in the semiconductor testing field [1] - The system can be applied to various types of chips, including computing power chips (CPU/GPU/DPU), edge AI computing, FPGA, and ASIC, making it suitable for a wide range of applications such as robotics, AI boxes, smart terminals, intelligent recognition, and drones [1]