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。 广东汇成真空科技股份有限公司（以下简称"公司"）于近日收到东莞证券股份有限公 司（以下简称"东莞证券"）出具的《关于变更广东汇成真空科技股份有限公司持续督导保 荐代表人的函》。 东莞证券原指派王辉先生、潘云松先生担任公司首次公开发行股票并在创业板上市的保 荐代表人。现王辉先生因个人工作变动，不再担任公司的持续督导保荐代表人。为了切实做 好持续督导工作，东莞证券现指派唐少奇先生（简历见附件）接替王辉先生担任公司首次公 开发行股票并在创业板上市的持续督导期间的保荐代表人，继续履行相关职责。 证券代码：301392 证券简称：汇成真空 公告编号：2026-002 广东汇成真空科技股份有限公司 关于更换持续督导保荐代表人的公告 本次保荐代表人变更后，公司首次公开发行股票并在创业板上市持续督导的保荐代表人 为唐少奇先生、潘云松先生，持续督导期至中国证券监督管理委员会和深圳证券交易所规定 的持续督导义务结束为止。本次保荐代表人变更不会影响东莞证券对公司的持续督导工作， 亦不会对公司的生产经营活动造成风险和影响。 公司董事会对 ...

证券日报网讯2月12日，汇成真空（301392）在互动平台回答投资者提问时表示，公司精密光学镀膜设 备目前正常生产交付，公司产品主要为定制化设备，按客户实际订单组织生产，详情可关注公司定期报 告。 ...

Core Viewpoint - The company Huicheng Vacuum (301392.SZ) has projected a significant decline in net profit for the year 2025, with estimates indicating a drop of 58.99% to 69.69% compared to the previous year [1][2]. Financial Performance - For the year 2024, the company reported an operating income of 520 million yuan, a slight decrease of 0.35% year-on-year [2]. - The net profit attributable to shareholders for 2024 was 68.09 million yuan, reflecting a year-on-year decrease of 16.02% [2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.48 million yuan, down 16.45% from the previous year [2]. - The net cash flow from operating activities for 2024 was -36.39 million yuan, compared to -7.74 million yuan in the previous year [2]. IPO Details - Huicheng Vacuum was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 5, 2024, with an initial public offering of 25 million shares, representing 25% of the total share capital post-issuance [3]. - The issuance price was set at 12.20 yuan per share, raising a total of 305 million yuan, with a net amount of 241.73 million yuan after deducting issuance-related expenses [3]. - The company initially planned to raise 235 million yuan for projects including a research and production base, a vacuum coating research center, and to supplement working capital [3]. - Total issuance expenses amounted to 63.27 million yuan, with underwriting fees to Dongguan Securities totaling 29.71 million yuan [3].

Core Viewpoint - The company Huicheng Vacuum (301392.SZ) expects a significant decline in net profit for 2025, with projections indicating a decrease of 58.99% to 69.69% compared to the previous year [1] Financial Performance - The estimated net profit attributable to shareholders for 2025 is between 20.64 million and 27.92 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 20.36 million and 27.54 million yuan, reflecting a decline of 55.92% to 67.42% year-on-year [1] Market Conditions - The company faces a challenging market environment, which has led to significant adjustments in customer structure and pressure on gross profit margins [1] - In response to these challenges, the company is actively working to adapt to changes in the downstream customer structure [1] Strategic Initiatives - The company is focusing on expanding into new markets and increasing research and development investments while strictly controlling costs and expenses to enhance profitability [1] - Efforts will be made to improve operational efficiency, manage production effectively, and enhance overall operational management to achieve high-quality development [1]

Group 1 - The company Huicheng Vacuum (301392.SZ) has disclosed its performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 20.64 million and 27.92 million yuan, representing a year-on-year decline of 58.99% to 69.69% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 20.36 million and 27.54 million yuan, indicating a year-on-year decrease of 55.92% to 67.42% [1]

智通财经APP讯，汇成真空(301392.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2064.02万元至2792.49万元，同比下降58.99%至69.69%;扣除非经常性损益后的净利润2035.59万元至 2754.03万元，同比下降55.92%至67.42%。 ...

Financial Performance - The company expects a net profit of approximately 20.64 million yuan, representing a decline of 58.99% compared to the same period last year [4]. - The net profit after deducting non-recurring gains and losses is estimated at about 20.36 million yuan, down 55.92% year-on-year [4]. - The significant decline in net profit is attributed to a major adjustment in the customer structure and pressure on gross profit margins due to market conditions [6]. Market Strategy - The company is actively responding to market challenges by expanding into new markets and increasing research and development investments while controlling costs [7]. Reporting and Auditing - The performance forecast data is preliminary and has not yet been audited by the accounting firm, with final figures to be disclosed in the 2025 annual report [5][8].

Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]

Group 1: Company Overview - The main products of Guangdong Huicheng Vacuum Technology Co., Ltd. are vacuum coating equipment and related process services, primarily used in consumer electronics such as smartphones, display screens, and optical lenses [1] - The company is also involved in other consumer goods sectors, including home building materials and daily necessities, as well as industrial sectors like aerospace, semiconductors, and nuclear industry [1] Group 2: Product Customization and Technology - The equipment is highly customizable, designed based on specific customer requirements, meaning one machine cannot coat all types of films [2] - The company currently focuses on producing Physical Vapor Deposition (PVD) equipment, while Chemical Vapor Deposition (CVD) technology is not yet part of their offerings [2] Group 3: Market and Clientele - In the consumer electronics sector, major clients include suppliers in the Apple supply chain, such as Foxconn and BYD, although sales from this sector represent a relatively small percentage [2] - In the photovoltaic sector, the company primarily serves clients involved in the production of cadmium telluride thin-film solar cells [2] Group 4: Risk and Compliance - The activity record does not involve any undisclosed significant information, and investors are advised to make rational investment decisions and be aware of investment risks [2]

Core Insights - The commercial aerospace sector in the A-share market is rapidly expanding, with several companies reporting progress in product delivery and profitability in satellite manufacturing and rocket components [1][2] - Companies are actively positioning themselves through technological advancements and strategic partnerships to capitalize on the growth opportunities in the commercial aerospace industry [1] Group 1: Order Delivery and Revenue Growth - Companies are beginning to achieve stable small-batch deliveries in their commercial aerospace businesses, with projections for significant revenue growth in the coming years [1] - Chaojie Co. expects its commercial aerospace-related revenue to grow rapidly by 2026, driven by the completion of key rocket models and increased market demand [1] - The manufacturing of rocket structural components is a critical segment of the commercial aerospace supply chain, with Chaojie Co. set to complete its riveting production line by mid-2024, capable of producing 10 rockets annually [1] Group 2: Product Development and Market Positioning - Jiuzhiyang has successfully sold products such as fiber amplifiers and tracking cameras for commercial aerospace applications, focusing on economic and reliable solutions [2] - Longsheng Technology's subsidiary has developed several core precision components for commercial aerospace, including satellite solar wing hinges and attitude control mechanisms [2] - Blues Technology has leveraged its expertise in consumer electronics to supply satellite ground receiver components and has developed ultra-thin photovoltaic glass modules for space applications [2] Group 3: Technological Ecosystem and Collaboration - The initial increase in orders signals robust growth in the commercial aerospace sector, supported by ongoing technological breakthroughs and collaborative ecosystem development [3] - ZTE is working on a star-ground integrated communication network for 6G, collaborating with domestic operators and satellite companies to validate NTN technology [3] - Companies like Qiji Precision and Chengdu Huami are focusing on developing satellite communication systems and high-performance chips to support commercial aerospace needs [4][5]