证券代码：301629 证券简称：矽电股份 公告编号：2026-005 矽电半导体设备（深圳）股份有限公司 关于股东减持计划预披露的公告 公司股东丰年君和、丰年君传、西博壹号自控、西博聚鑫贰号、西博汇鑫三号、 西博汇鑫贰号保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本次减持计划的股东的基本情况如下： | 股东名称 | 持股数量（股） | 占公司总股 本的比例 | 股份来源 | | --- | --- | --- | --- | | 宁波丰年荣通投资管理有限公司－宁 波梅山保税港区丰年君和创业投资合 | 1,716,524 | 4.11% | 首次公开发 行前取得 | | 伙企业（有限合伙） | | | | | 宁波丰年景顺投资管理有限公司－成 都川创投丰年君传军工股权投资基金 | 757,740 | 1.82% | 首次公开发 行前取得 | | 合伙企业（有限合伙） | | | | | 深圳市西博创业投资合伙企业（有限合 伙）－吉安市西博壹号自控创投合伙企 | 1,896,806 | 4.55% | 首次公开发 行前取得 | | 业（有限合伙） | | | | | 深圳 ...

证券代码：301629 证券简称：矽电股份 公告编号：2026-004 矽电半导体设备（深圳）股份有限公司 关于部分首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1. 本次上市流通的限售股份为矽电半导体设备（深圳）股份有限公司（以 下简称"公司"或"发行人"）首次公开发行前已发行的部分股份； 2. 本次申请解除限售的股东共计 9 户，解除限售股份数量为 8,764,335 股， 占公司总股本的比例为 21.00%，限售期为自公司股票上市之日起 12 个月； 3. 本次解除限售股上市流通日为 2026 年 3 月 24 日（星期二）。 一、 首次公开发行前已发行股份概况 本次申请解除限售的股东在公司《首次公开发行股票并在创业板上市之上市 公告书》和《首次公开发行股票并在创业板上市招股说明书》中关于限售相关的 承诺如下： 1．公司的机构股东宁波丰年景顺投资管理有限公司－成都川创投丰年君传 军工股权投资基金合伙企业（有限合伙）、宁波丰年荣通投资管理有限公司－ 宁波梅山保税港区丰年君和创业投资合伙企业（有限合伙 ...

招商证券股份有限公司 关于矽电半导体设备（深圳）股份有限公司 部分首次公开发行前已发行股份 上市流通的核查意见 招商证券股份有限公司（以下简称"保荐机构"）作为矽电半导体设备（深 圳）股份有限公司（以下简称"矽电股份"或"公司"）首次公开发行股票并在 创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—— 创业板上市公司规范运作》《深圳证券交易所上市公司自律监管指引第 13 号—— 保荐业务》等有关规定，对矽电股份部分首次公开发行前已发行股份上市流通的 事项进行了核查，并出具本核查意见，具体情况如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意矽电半导 体设备（深圳）股份有限公司首次公开发行股票注册的批复》（证监许可〔2025〕 138 号）核准，公司首次公开发行人民币普通股（A 股）10,431,819 股，并于 2025 年 3 月 24 日在深圳证券交易所创业板上市。 首次公开发行股票前，公司总股本为 31,295,455 股；首次公开发行股票完成 后，公司总股本为 ...

Group 1: Stock Performance - The semiconductor industry is experiencing a strong rebound, with the equipment sector performing notably well, leading to a more than 10% increase in the stock price of Silicondale (stock code: 001309) [1] - This price surge is driven by multiple factors, including capital operations and merger activities from leading companies in the industry, such as SMIC and Huahong [1] Group 2: Industry Status - The semiconductor industry is witnessing active mergers and acquisitions, with companies like Zhongwei and Huahong announcing acquisition plans to strengthen their supply chain [2] - This trend of vertical integration is expected to enhance the synergy within the supply chain, indirectly impacting Silicondale as a semiconductor equipment supplier [2] Group 3: Industry Policy - The semiconductor equipment market maintains a high level of prosperity, with the global semiconductor industry entering a recovery phase, reinforcing the logic of domestic substitution [3] - The National Integrated Circuit Industry Investment Fund's (Big Fund) increased stake in SMIC demonstrates ongoing governmental support for the supply chain, providing a favorable macro environment for the equipment sector [3] Group 4: Future Development - The World Semiconductor Trade Statistics (WSTS) predicts significant growth in the global semiconductor market by 2026 [4] - The demand for computing power driven by emerging applications such as artificial intelligence and the Internet of Things, along with the expansion of advanced process capacity, are key factors for the long-term growth of semiconductor equipment demand [4]

Group 1 - The core viewpoint of the news is that 矽电股份 (301629.SZ) has announced a significant decline in its projected net profit for the year 2025, with estimates ranging from 46 million to 56 million yuan, representing a decrease of 39.04% to 49.93% compared to the previous year [1] - For the year 2024, 矽电股份 reported a net profit attributable to shareholders of 91.87 million yuan and a net profit of 87.36 million yuan after deducting non-recurring gains and losses [1] - The company’s performance forecast data is based on preliminary calculations by its financial department and has not been audited [1] Group 2 - 矽电股份 raised a total of 545.38 million yuan from its initial public offering, with a net amount of 463.53 million yuan after deducting issuance costs, which is 92.35 million yuan less than originally planned [2] - The company initially aimed to raise 555.88 million yuan for various projects, including probe station R&D, sorting machine technology development, marketing service network upgrades, and working capital supplementation [2] - The total issuance costs for the IPO amounted to 81.85 million yuan, excluding VAT, with underwriting and sponsorship fees accounting for 44.80 million yuan [2]

Core Viewpoint - The company expects a significant decline in net profit for 2025, projecting a range of 46 million to 56 million yuan, which represents a decrease of 39.04% to 49.93% compared to the previous year [1] Financial Performance - The net profit attributable to shareholders is forecasted to be between 44 million and 54 million yuan, reflecting a year-on-year decline of 38.19% to 49.64% when excluding non-recurring gains and losses [1] Revenue Impact - The company's revenue has decreased year-on-year due to a temporary slowdown in capital expenditures from some downstream customers [1] Cost Structure and Efficiency - Increased period expenses resulting from the company's public listing and implementation of fundraising projects have negatively impacted overall profitability [1] Strategic Focus - The company plans to concentrate on core technologies and product innovation, optimize cost structures and operational efficiency, deepen collaborations with key customers, and accelerate the introduction and order conversion of new products such as sorting machines [1] Market Positioning - The company aims to capture incremental market opportunities while consolidating its existing market share, thereby enhancing its core competitiveness and profitability [1]

Financial Projections - The estimated net profit attributable to shareholders for 2025 is projected to be between ¥4,600 million and ¥5,600 million, representing a decrease of 39.04% to 49.93% compared to the previous year[4]. - The estimated net profit after deducting non-recurring gains and losses is projected to be between ¥4,400 million and ¥5,400 million, reflecting a decline of 38.19% to 49.64% year-over-year[4]. - The specific financial data for the 2025 fiscal year will be detailed in the annual report[8]. Revenue and Profitability Challenges - The decline in revenue is attributed to a temporary slowdown in capital expenditures from some downstream customers, impacting overall income[6]. - Increased expenses due to the company's public listing and implementation of fundraising projects have negatively affected profitability[6]. Strategic Focus and Innovation - The company plans to focus on core technology and product innovation, optimize cost structure, and enhance operational efficiency[7]. - There will be an acceleration in the introduction of new products such as sorting machines and conversion of orders to capture incremental market share[7].

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [1]. Core Insights - The company's performance in the first three quarters of 2025 faced short-term pressure, but the revenue in the third quarter showed a significant increase, indicating signs of recovery. The company achieved a revenue of 289 million yuan, a year-on-year decrease of 20.54%, and a net profit attributable to shareholders of 25 million yuan, down 61.30% [3]. In the third quarter alone, the revenue reached 107 million yuan, reflecting a year-on-year increase of 41.51% [3]. - The product matrix continues to optimize, with a wide range of applications. The company is a leading manufacturer of probe testing technology equipment in China, successfully integrating into the supply chains of major industry players such as Huada Semiconductor and BYD Semiconductor [4]. The product range includes manual to fully automatic probe stations, compatible with 4-inch to 12-inch wafers, serving critical semiconductor manufacturing fields [4]. - The company has established deep collaborations with several leading semiconductor manufacturers, maintaining the highest market share among domestic probe station manufacturers in mainland China. Its probe testing technology has received high recognition from downstream customers, and the company is continuously enhancing its competitive advantages through intellectual property development and talent acquisition [5]. Financial Projections - The company is expected to achieve revenues of 460 million yuan, 550 million yuan, and 690 million yuan for the years 2025, 2026, and 2027, respectively. The net profit attributable to shareholders is projected to be 40 million yuan, 80 million yuan, and 130 million yuan for the same years [6].

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [1]. Core Insights - The company's performance in the first three quarters of 2025 faced short-term pressure, but the revenue growth in the third quarter indicates a potential recovery [3]. - The company achieved a revenue of 289 million yuan in the first three quarters of 2025, a year-on-year decrease of 20.54%, and a net profit attributable to shareholders of 25 million yuan, down 61.30% year-on-year [3]. - In the third quarter of 2025, the company reported a revenue of 107 million yuan, reflecting a year-on-year increase of 41.51%, although the net profit attributable to shareholders decreased by 54.37% [3]. Company Overview - The company is a leading manufacturer of probe test technology equipment in China, with a diverse product matrix that includes manual to fully automatic probe stations, compatible with 4-inch to 12-inch wafers [4]. - The company has successfully penetrated the supply chains of major industry players such as Huada Semiconductor, Zhaoxin Microelectronics, and BYD Semiconductor, covering various applications in integrated circuits and optoelectronic chips [4]. - It is the first company in mainland China to achieve the industrialization of 12-inch wafer probe stations, breaking the monopoly of foreign manufacturers in several semiconductor product areas [5]. Financial Projections - The company is expected to achieve revenues of 460 million yuan, 550 million yuan, and 690 million yuan in 2025, 2026, and 2027, respectively, with net profits attributable to shareholders projected at 40 million yuan, 80 million yuan, and 130 million yuan for the same years [6]. - The report anticipates a revenue growth rate of -10.19% in 2025, followed by a recovery with growth rates of 20.11% in 2026 and 25.29% in 2027 [10].

Group 1 - The core viewpoint of the news is that 矽电股份 (Silicon Electric Co., Ltd.) has experienced fluctuations in its stock performance and financial metrics, indicating potential investment opportunities and challenges in the semiconductor equipment sector [1][2]. Group 2 - On January 27, 矽电股份 saw a stock price increase of 3.37% with a trading volume of 567 million yuan, while the financing data showed a net financing outflow of 23.31 million yuan for the day [1]. - As of January 27, the total financing and securities lending balance for 矽电股份 was 283 million yuan, representing 8.47% of its market capitalization [1]. - The company specializes in the research, production, and sales of semiconductor equipment, with its main revenue sources being die probe tables (54.52%), wafer probe tables (34.00%), and other products (11.48%) [1]. - As of September 30, the number of shareholders for 矽电股份 increased by 15.30% to 12,100, while the average circulating shares per person decreased by 13.27% to 862 shares [2]. - For the period from January to September 2025, 矽电股份 reported a revenue of 289 million yuan, a year-on-year decrease of 20.54%, and a net profit attributable to shareholders of 25.06 million yuan, down 61.30% year-on-year [2]. - The company has distributed a total of 39.97 million yuan in dividends since its A-share listing [2]. - As of September 30, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 266,000 shares, an increase of 181,800 shares from the previous period [2].