证券代码：603061 证券简称：金海通 公告编号：2025-043 天津金海通半导体设备股份有限公司 报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上市公司募集资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》和《上海证券交易所上市公司自律监管指南第 1 号——公告格式》等 有关规定，现将天津金海通半导体设备股份有限公司（以下简称"本公司"或"公司"） 一、 募集资金基本情况 （一）扣除发行费用后的募集资金金额、资金到位情况 经中国证券监督管理委员会证监许可[2023]83 号文《关于核准天津金海通半导体设 备股份有限公司首次公开发行股票的批复》核准，公司于 2023 年 2 月公开发行人民币 普通股（A 股）股票 15,000,000.00 股，每股发行价为人民币 58.58 元，募集资金总额为 人民币 878,700,000.00 元，根据有关规定扣除发行费用 131,888,125.09 元（不含税）后， 募集资金净额为 746,811,874.91 元，该募集资金已于 2023 ...

Core Viewpoint - The report highlights the significant growth in revenue and net profit for Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. in the first half of 2025, driven by increased demand for semiconductor testing and sorting equipment, particularly in the context of the recovering semiconductor packaging and testing equipment market [12][14]. Company Overview - Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. specializes in the production of integrated circuit testing and sorting machines, which are essential in the semiconductor manufacturing process [6][8]. - The company has established a strong market presence, with products distributed across mainland China, Taiwan, Southeast Asia, and Europe and the United States [16]. Financial Performance - For the first half of 2025, the company reported operating revenue of approximately 307.42 million yuan, a 67.86% increase compared to the same period last year [12][14]. - The total profit reached approximately 85.80 million yuan, marking a 98.52% increase year-on-year [12][14]. - The net profit attributable to shareholders was approximately 76.01 million yuan, reflecting a 91.56% increase compared to the previous year [12][14]. - The company's net assets increased by 7.77% to approximately 1.42 billion yuan by the end of the reporting period [12][14]. Industry Context - The semiconductor industry is experiencing a recovery, with increased demand for testing and sorting equipment driven by technological advancements and the growth of sectors such as electric vehicles and artificial intelligence [7][12]. - The company’s products are positioned to meet the evolving needs of the semiconductor testing market, which is characterized by a trend towards higher efficiency and flexibility in testing processes [7][12]. Product and Technology Development - The company focuses on continuous innovation in its testing and sorting machines, which integrate optical, mechanical, and electrical technologies to simulate real chip usage environments [8][12]. - The product lines include various series of testing and sorting machines, such as EXCEED-6000, EXCEED-8000, and EXCEED-9000, designed to cater to diverse testing requirements [8][12]. Market Strategy - The company employs a direct sales model and an agency model to reach its customer base, which includes semiconductor packaging testing companies, testing foundries, and integrated device manufacturers (IDMs) [10][12]. - The company has also established a comprehensive after-sales service system to enhance customer satisfaction and retention [16]. Research and Development - The company invests significantly in R&D to enhance its product offerings and maintain technological leadership in the semiconductor testing equipment sector [13][14]. - Ongoing projects include the establishment of a semiconductor testing equipment intelligent manufacturing and innovation R&D center, aimed at boosting the company's competitive edge [13][14].

| 股东性 | | 持股比 | 持有有限 | 持股 | | | 质押、标记或冻 | | --- | --- | --- | --- | --- | --- | --- | --- | | 结 | | | | | | | | | 股东名称 | | | | | 售条件的 | | | | 质 | | 例(%) | | 数量 | | | 的股份数量 | | | | | | | 股份数量 | | | | 崔学峰 | 境内自 | 14.19 | | 8,511,132 | 8,511,132 | 质押 | 2,550,000 | | 然人 | | | | | | | | | 上海旭诺股权投资基金合伙 | | | | | | | | | 其他 | | | 8.95 | 5,369,685 | 0 | 质押 | 2,050,000 | | 企业（有限合伙） | | | | | | | | | 龙波 | 境内自 | | 8.91 | 5,344,146 | 5,344,146 | 质押 | 530,000 | | 然人 | | | | | | | | | 南通华泓投资有限公司 | 境内非 | 国有法 | | 6.60 | 3, ...

Group 1 - The company reported a significant increase in revenue, achieving 307 million yuan in the first half of 2025, a year-on-year growth of 67.86% from 183 million yuan in the same period last year [1] - The net profit attributable to shareholders reached 76.01 million yuan, marking a 91.56% increase compared to the previous year [1] - The core product, integrated circuit testing and sorting machines, saw a substantial sales increase, with the EXCEED-9000 series accounting for 51.37% of sales revenue, doubling from 25.80% in 2024 [1] Group 2 - The company is focusing on technological innovation, with testing and sorting platforms for MEMS, silicon carbide, IGBT, and advanced packaging products undergoing product validation at multiple customer sites [2] - The company is expanding its global market presence, having officially launched its "Malaysia Production and Operations Center" in the first half of 2025 to enhance service efficiency and responsiveness [2] - The company has made strategic investments in five firms, including those specializing in semiconductor wafer-level sorting and packaging, optical communication, and chip testing solutions [2]

格隆汇8月28日丨金海通(603061.SH)披露半年报，公司上半年实现营业收入3.07亿元，同比增长 67.86%；归属于上市公司股东的净利润7600.55万元，同比增长91.56%；基本每股收益1.32元/股。 ...

Market Performance - The main board led the gains with notable stocks such as Sanwei Communication (+10.06%), Jin'an Guoji (+10.02%), and Lingyi Technology (+10.01%) [1] - The ChiNext board saw significant increases with Longyang Electronics (+20.01%), Yidong Electronics (+20.01%), and Absen (+20.00%) [1] - The Sci-Tech Innovation board was led by Dingtong Technology (+20.00%), Qi Anxin-U (+18.00%), and SMIC (+17.45%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+11.26%) and SW Printed Circuit Boards (+10.06%) [1] Domestic News - IDC predicts that by 2029, China's ICT market will approach $889.43 billion, with a five-year CAGR of 7.0%, driven by "national subsidies" boosting consumer product shipments [1] - Tianyi Micro, a domestic micro-display driver chip design company, announced the successful development of a 4K ultra-high-definition current driver chip for 1.3-inch Micro OLED displays, expected to enter mass production in Q2 2026 [1] - Lian Ke Semiconductor successfully grew high-quality 12-inch (304mm) silicon carbide ingots using self-developed technology [1] - Meikaman completed a new round of financing of nearly 500 million yuan to accelerate the evolution of its embodied intelligence technology and expand its product line and application scenarios [1] Company Announcements - Longwei Co., Ltd. reported a total operating income of 603 million yuan for H1 2025, a year-on-year increase of 8.75%, with a net profit of 44 million yuan, up 16.71% [3] - Jinhaitong reported a total operating income of 307 million yuan for H1 2025, a year-on-year increase of 67.86%, with a net profit of 76 million yuan, up 91.56% [3] - Liding Optoelectronics reported a total operating income of 372 million yuan for H1 2025, a year-on-year increase of 26.38%, with a net profit of 129 million yuan, up 64.73% [3] - Huahai Qingke reported a total operating income of 1.95 billion yuan for H1 2025, a year-on-year increase of 30.28%, with a net profit of 505 million yuan, up 16.82% [3] Overseas News - TrendForce data indicates that despite a slight decline in average prices, the NAND Flash industry continues to grow steadily, supported by production cuts and policies from China and the U.S. stimulating demand [1] - A production relocation plan by JETRO and the Indian Industry Federation aims to shift production from Japan to India, including semiconductors and other technologies [1] - AMD unveiled the complete architecture details of its Instinct MI350 series AI accelerator cards, based on 3nm CDNA 4 architecture, integrating 185 billion transistors [1] - AT&T announced the acquisition of part of EchoStar's wireless spectrum licenses for approximately $23 billion, covering over 400 markets in the U.S. [1]

证券代码：603061 证券简称：金海通 公告编号：2025-043 天津金海通半导体设备股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项 报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上市公司募集资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》和《上海证券交易所上市公司自律监管指南第 1 号——公告格式》等 有关规定，现将天津金海通半导体设备股份有限公司（以下简称"本公司"或"公司"） 2025 年半年度募集资金存放与使用情况报告如下： 一、募集资金基本情况 （一）扣除发行费用后的募集资金金额、资金到位情况 经中国证券监督管理委员会证监许可[2023]83 号文《关于核准天津金海通半导体设 备股份有限公司首次公开发行股票的批复》核准，公司于 2023 年 2 月公开发行人民币 普通股（A 股）股票 15,000,000.00 股，每股发行价为人民币 58.58 元，募集资金总额为 人民币 878,700,000.00 元，根据有关规定扣除发行费用 131,888,125 ...

天津金海通半导体设备股份有限公司 关于参加 2025 年天津辖区上市公司投资者 证券代码：603061 证券简称：金海通 公告编号：2025-047 天津金海通半导体设备股份有限公司 董事会 网上集体接待日活动的公告 2025 年 8 月 29 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 为进一步加强与投资者的互动交流，天津金海通半导体设备股份有限公司（以 下简称"公司"）将参加由天津证监局指导、天津上市公司协会及深圳市全景网络有 限公司联合举办的"2025 年天津辖区上市公司投资者网上集体接待日活动"，现将 有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP， 参与本次互动交流。活动时间为 2025 年 9 月 11 日（周四）15:00-17:00。出席本次 活动的有公司副总经理兼董事会秘书刘海龙先生（具体参会人员将根据实际情况进 行调整），届时公司高管将在线就公司 2025 半年 ...

证券代码：603061 证券简称：金海通 公告编号：2025-045 1 天津金海通半导体设备股份有限公司 关于调整部分募投项目内部投资结构的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 天津金海通半导体设备股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开第二届董事会战略委员会第三次会议、于 2025 年 8 月 28 日召开第二 届董事会第十七次会议、第二届监事会第十四次会议，审议通过了《关于调整部 分募投项目内部投资结构的议案》，同意公司在不改变募集资金投向及投资总额 的前提下，调整募投项目"半导体测试设备智能制造及创新研发中心一期项目" 的内部投资结构。公司保荐机构国泰海通证券股份有限公司对该事项出具了明确 的核查意见。该事项无需提交公司股东大会审议，现将有关事宜公告如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2023]83 号文《关于核准天津金海通半 导体设备股份有限公司首次公开发行股票的批复》核准，公司于 2023 年 2 月公 开发行人民币普通股（A 股）股票 15 ...

证券代码：603061 证券简称：金海通 公告编号：2025-044 天津金海通半导体设备股份有限公司 关于2025年1-6月计提信用及资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 天津金海通半导体设备股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开第二届董事会审计委员会第十二次会议、于 2025 年 8 月 28 日召开第 二届董事会第十七次会议、第二届监事会第十四次会议，审议通过了《关于 2025 年 1-6 月计提信用及资产减值准备的议案》，同意公司依据《企业会计准则》及 公司相关财务会计制度的规定，对截至 2025 年 6 月 30 日的各项资产计提信用及 资产减值准备。现将本次计提信用及资产减值准备情况公告如下： 一、信用减值及资产减值准备计提情况 根据《企业会计准则》及公司会计政策的相关规定，为真实、准确、公允地 反映公司财务状况、资产价值及经营成果，基于谨慎性原则，公司对合并报表范 围内各公司所属存在减值迹象的资产进行了减值测试，对合并报表范围内可能发 生减值损失的有关 ...