场的竞争地位。随着半导体存储器件测试需求的持续释放，本次设备交付为公司后续获取批量订单、拓 展市场创造有利条件，预计将对公司未来经营业绩产生积极影响。以本次交付的高速测试机为代表，公 司的系统化全站点布局能够有效支撑下游客户在关键生产环节的自主可控需求，为公司中长期发展战略 的实施提供坚实保障。公司将持续围绕全站点服务能力建设目标，深化在半导体测试检测领域的技术创 新及市场拓展。 格隆汇9月24日丨精智达(688627.SH)公布，公司近日向国内重点客户交付首台高速测试机。该设备主要 应用于半导体存储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设备主要 产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能力，展现出较强的综合竞争优 势。 ...

Core Viewpoint - The delivery of the first high-speed testing machine by the company to key domestic clients enhances its competitive position in the semiconductor storage testing equipment market [1] Group 1: Product Delivery and Market Position - The company has recently delivered its first high-speed testing machine, which is primarily used for semiconductor memory testing, addressing high-speed testing demands [1] - This delivery is expected to solidify the company's competitive position in the semiconductor storage testing equipment market [1] - The ongoing demand for semiconductor memory testing is anticipated to create favorable conditions for the company to secure bulk orders and expand its market presence [1] Group 2: Strategic Development and Innovation - The company's comprehensive layout of semiconductor memory testing equipment allows it to provide systematic solutions and demonstrates strong competitive advantages [1] - The high-speed testing machine delivery supports downstream clients' needs for autonomous and controllable production processes, providing a solid foundation for the company's long-term development strategy [1] - The company aims to continue enhancing its full-site service capabilities while deepening technological innovation and market expansion in the semiconductor testing field [1]

Core Viewpoint - The company Jingzhida (688627) has delivered its first high-speed testing machine to a key domestic customer, addressing the demand for high-speed testing in the semiconductor memory testing segment [1] Group 1: Product Development - The high-speed testing machine is primarily used in the semiconductor memory testing phase, fulfilling the need for high-speed testing solutions [1] - The company has completed the comprehensive layout of its main products in semiconductor memory testing equipment, indicating a strong product development strategy [1] Group 2: Market Position - The delivery of the high-speed testing machine is expected to strengthen the company's competitive position in the semiconductor memory testing equipment market [1] - The company aims to provide systematic solutions to its customers, which is part of its strategy to establish full-site service capabilities [1] Group 3: Future Outlook - The recent delivery is anticipated to have a positive impact on the company's future operating performance [1]

深圳精智达技术股份有限公司 关于交付首台高速测试机的自愿性披露公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、本次高速测试机交付情况 二、高速测试机交付对公司的影响 证券代码：688627 证券简称：精智达 公告编号：2025-077 公司近日向国内重点客户交付首台高速测试机。该设备主要应用于半导体存 储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设 备主要产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能 力，展现出较强的综合竞争优势。 本次交付系向重点客户进行交付的首台高速测试机，未来仍需进一步开展市 场推广及产品技术升级。该设备从调试运行到达产达标尚需一定时间，若未来市 场推广进度、产品技术升级不及预期或者行业及客户需求发生变化，可能对该类 产品的规模化销售产生影响。敬请广大投资者注意投资风险。 特此公告。 深圳精智达技术股份有限公司董事会 2025 年 9 月 25 日 本次首台高速测试机的交付有助于进一步巩固公司在半导体存储测试设备 市场的竞争地位。随 ...

Core Viewpoint - The company has completed a comprehensive layout of semiconductor memory testing equipment, addressing high-speed testing demands and showcasing strong competitive advantages in providing systematic solutions to customers [1] Group 1 - The equipment is primarily used in the semiconductor memory testing segment [1] - The company has established a full-site service capability, indicating a robust competitive edge [1] - The focus on high-speed testing requirements highlights the company's commitment to meeting industry needs [1]

Group 1 - The semiconductor equipment sector is experiencing significant growth, with the Kweichow Moutai Semiconductor Equipment ETF (588710) rising by 8.67% and a trading volume exceeding 300 million yuan [1] - The ETF has seen a net inflow of over 130 million yuan in the past five days, indicating strong investor interest [1] - The underlying index tracks companies involved in semiconductor materials and equipment on the STAR Market, reflecting the overall performance of these securities [1] Group 2 - Advanced process and packaging demands are continuously increasing, leading to accelerated progress in domestic semiconductor equipment technology validation and order conversion [2] - Several semiconductor equipment companies have reported advancements in equipment validation and order progress, including successful mass production of core products and repeat orders from major clients [2] - Notable developments include the successful validation of HBM testing equipment and the acquisition of a significant order for silicon photonic packaging by a subsidiary of Robotech [2]

Group 1 - The core viewpoint of the news is the significant stock price increase of Shenzhen Jingzhida Technology Co., Ltd., which has risen 44.33% over the past five days, reaching a price of 188.90 CNY per share [1] - The company specializes in the research, production, and sales of new display device testing equipment, with its main revenue sources being optical detection and calibration systems (52.16%), semiconductor memory device testing (31.06%), aging systems (10.51%), signal generators (4.17%), touch detection systems (1.36%), testing system accessories (0.64%), and others (0.11%) [1] - As of the latest data, the total market capitalization of Jingzhida is 17.759 billion CNY, with a trading volume of 1.083 billion CNY and a turnover rate of 8.48% [1] Group 2 - The fund "Huitianfu Mobile Internet Stock A" has increased its holdings in Jingzhida by 59,500 shares, bringing its total to 996,800 shares, which represents 3.45% of the fund's net value [2] - The fund has achieved a floating profit of approximately 9.898 million CNY today and a total floating profit of 54.7927 million CNY during the five-day stock price increase [2] - The fund has a total asset size of 2.317 billion CNY and has delivered a year-to-date return of 72.69%, ranking 101 out of 4,220 in its category [2]

Group 1 - The core viewpoint of the news highlights the significant increase in the stock price of Jingzhida, which rose by 16.97% on September 23, with a trading volume of 1.315 billion yuan [1] - As of September 23, the financing balance of Jingzhida reached 463 million yuan, accounting for 3.58% of its circulating market value, indicating a high level of financing activity compared to the past year [1] - The company specializes in the research, production, and sales of new display device testing equipment, with its main revenue sources being optical detection and calibration systems (52.16%) and semiconductor memory device testing (31.06%) [1] Group 2 - As of September 10, the number of shareholders in Jingzhida increased to 6,335, reflecting a growth of 33.34%, while the average circulating shares per person decreased by 24.02% [2] - For the first half of 2025, Jingzhida reported a revenue of 444 million yuan, representing a year-on-year growth of 22.68%, but the net profit attributable to the parent company decreased by 19.94% to 30.587 million yuan [2] - Since its A-share listing, Jingzhida has distributed a total of 64.8572 million yuan in dividends [3]

Market Overview - US stock markets experienced a decline, with the Dow Jones down 0.19%, Nasdaq down 0.95%, and S&P 500 down 0.55% [1] - Major tech stocks also fell, including Amazon down 3.04%, Nvidia down 2.82%, Tesla down 1.93%, Meta down 1.28%, Microsoft down 1.01%, Apple down 0.63%, and Google A down 0.34% [1] Company Developments - Lithium Americas saw a post-market surge of over 94% following reports that the Trump administration is considering holding shares in the company [2] - The US Department of Defense awarded a $245 million contract to a US antimony company [3] - Micron Technology reported that AI-driven demand is accelerating the shortage of DRAM supplies [5] - Microsoft announced the launch of a chip-integrated microfluidic cooling system [7] Industry Insights - The semiconductor industry is facing rising prices, with reports indicating that the price of the last generation 3nm CPUs has increased by approximately 20%, and the upcoming 2nm generation is expected to rise by over 50% [12] - TSMC has notified clients of price increases of about 5% to 10% for 5nm, 4nm, 3nm, and 2nm wafer foundry services [12] - The global semiconductor wafer production capacity is projected to grow from 31.5 million pieces per month in 2024 to 33.7 million pieces per month in 2025, driven by increasing chip demand [12] - The photovoltaic industry is seeing significant price control measures, with expectations for supply-side improvements through policy support and market-driven capacity exits [15] Investment Opportunities - Tether is seeking to raise up to $20 billion at a valuation of $500 billion [6] - Cloud AI and robotics sectors are gaining traction, with companies like CloudWalk and others showcasing advancements in AI-driven products and technologies [19][20] - The demand for high-end copper foil is surging due to AI server requirements, with a notable price increase of about 15% announced by Mitsui Mining [16] Upcoming Events - The Cloud Summit is set to open today, featuring Nvidia and discussions on robotics [13] - The Shanghai International Intelligent Robotics Conference will also take place today, with participation from various tech companies [13]

Core Insights - On September 23, 2023, the Shanghai-Hong Kong Stock Connect saw its special seats appear in 13 stocks on the Dragon and Tiger list, indicating significant trading activity in these stocks [1][2] - The net buying activity was led by Shanghai Construction Engineering, Electric Wind Power, and Fuda Co., with net buying amounts of 203.87 million, 29.47 million, and 24.44 million respectively [1][2] - Conversely, net selling was observed in Zhejiang University Net New, Shoukai Co., and Jingzhida, with net selling amounts of 101.30 million, 52.81 million, and 46.61 million respectively [1][2] Summary by Category Net Buying Stocks - Shanghai Construction Engineering: Net buying of 203.87 million, with a daily increase of 7.69% and a turnover rate of 24.21% [2] - Electric Wind Power: Net buying of 29.47 million, with a daily increase of 15.55% and a turnover rate of 4.53% [2] - Fuda Co.: Net buying of 24.44 million, with a daily increase of 10.03% and a turnover rate of 10.57% [2] - Other notable net buyers include Galun Electronics and Zhongke Lanyun, with net buying amounts of 11.80 million and 5.26 million respectively [2] Net Selling Stocks - Zhejiang University Net New: Net selling of 101.30 million, with a daily increase of 4.14% and a turnover rate of 29.06% [2] - Shoukai Co.: Net selling of 52.81 million, with a daily decrease of 4.13% and a turnover rate of 17.81% [2] - Jingzhida: Net selling of 46.61 million, with a daily increase of 16.97% and a turnover rate of 10.31% [2] - Other notable net sellers include Electronic City and Haile Co., with net selling amounts of 11.03 million and 0.26 million respectively [2]