首席周观点：2025年第8周

Group 1: Company Overview - The company Jingzhida (688627.SH) has announced a restricted stock incentive plan, reflecting long-term confidence in its development [2] - The plan involves granting 360,000 shares, accounting for 0.38% of the total share capital, with a grant price of 39.74 CNY per share [2] - The incentive targets include company directors, senior management, and core business personnel, excluding independent directors and supervisors [2] Group 2: Financial Performance and Growth Potential - The company signed a semiconductor testing equipment procurement agreement worth 322 million CNY, expected to positively impact its operating performance from 2025 to 2026 [3] - The revenue growth targets set in the incentive plan are ambitious, with a minimum of 60% revenue growth and 500% growth in semiconductor business revenue by 2025 [2] - The company forecasts EPS of 1.48 CNY, 2.31 CNY, and 3.08 CNY for 2024-2026, indicating a sustained growth trajectory [5] Group 3: Industry Context - The semiconductor testing equipment sector is poised for growth, with new orders indicating a release of growth momentum [5] - The company has made significant progress in developing its self-researched semiconductor testing machines, enhancing its market competitiveness [3] - The product line expansion is expected to support the healthy and stable development of the company and contribute to the upgrade of the domestic industry [3]