【申万机械】爱德万、长川业绩超预期，再次提示ATE重大产业机遇！ 1）爱德万测试：Q3业绩超预期，上调全年业绩指引 #SoC增速最快，中国市场（含台湾）占61.58%。 25Q3营收2738亿JPY（约124.39亿RMB），同比增长25.51%，净利润787亿JPY（35.76亿RMB），同比增长 51.76%；1）产品结构看：SoC收入1652亿JPY，同比增加522亿JPY（yoy+46 【申万机械】爱德万、长川业绩超预期，再次提示ATE重大产业机遇！ 1）爱德万测试：Q3业绩超预期，上调全年业绩指引 3）重视ATE设备产业趋势，当前仍处在上半场。 #上调25年业绩指引，看好26年SoC继续高增。 公司上调全年收入指引至10700亿JPY（原预期9500亿JPY），上修幅度12.63%；由于AI芯片复杂度变高，测试时 长倍数增加，公司预计26年SoC市场85-95亿美金，相较24年41亿美金实现两年翻倍增长； 爱德万业绩已经表明AI带来的测试机需求具备高弹性，全球AI正处在爆发早期阶段，爱德万与泰瑞达估值从20X提 升至70-80X具备底层产业逻辑；国内SoC测试设备市占率不足5%，未来受益于AI行业β ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603061 证券简称：金海通 公告编号：2026-012 本公司董事会、全体董事及相关股东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。 重要内容提示： ● 股东持股的基本情况 本次减持计划实施前，上海旭诺股权投资基金合伙企业(有限合伙)（现已更名为"宁波旭诺创业投资基 金管理合伙企业（有限合伙）"，以下简称"旭诺投资"），持有公司股份5,369,685股，占公司总股本的 8.95%。 ● 减持计划的实施结果情况 公司于2025年9月29日披露了《天津金海通半导体设备股份有限公司股东减持股份计划公告》（公告编 号：2025-053），旭诺投资拟以集中竞价交易方式和大宗交易方式减持公司合计不超过1,800,000股股 份，即不超过公司总股本的3.00%（若计划减持期间有派息、送股、资本公积金转增股本、配股等除权 除息事项，拟减持股份数量和减持价格将相应进行调整）。 公司于2026年1月28日收到旭诺投资发来的《关于减持计划时间届满暨减持股份结果及权益变动触及1% 刻度的告知函》，截至202 ...

证券代码：603061 证券简称：金海通 公告编号：2026-012 天津金海通半导体设备股份有限公司 关于持股 5%以上股东减持计划时间届满暨减持股份 结果及权益变动触及 1%刻度的公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 股东持股的基本情况 公司于 2025 年 9 月 29 日披露了《天津金海通半导体设备股份有限公司股东 减持股份计划公告》（公告编号：2025-053），旭诺投资拟以集中竞价交易方式和 大宗交易方式减持公司合计不超过 1,800,000 股股份，即不超过公司总股本的 3.00%（若计划减持期间有派息、送股、资本公积金转增股本、配股等除权除息 事项，拟减持股份数量和减持价格将相应进行调整）。 公司于 2026 年 1 月 28 日收到旭诺投资发来的《关于减持计划时间届满暨减 持股份结果及权益变动触及 1%刻度的告知函》，截至 2026 年 1 月 27 日，旭诺投 资减持计划时间届满，期间通过集中竞价减持 598,100 股，占公司总股本的 1.00%。 本次权益变动触 ...

格隆汇1月28日丨金海通(603061.SH)公布，旭诺投资于2025年10月28日至2026年1月27日期间通过集中 竞价方式累计减持公司股份59.81万股，占公司股份总数的1.00%。本次权益变动后，旭诺投资持有公司 股份比例由8.95%变动为7.95%，触及1%刻度。 ...

格隆汇1月28日｜金海通公告称，持股5%以上股东旭诺投资减持计划时间届满。2025年10月28日至2026 年1月27日，其通过集中竞价减持59.81万股，占总股本的1.00%，减持价格区间为252.04 - 280.16元/股， 减持总金额1.56亿元。本次权益变动后，旭诺投资持股比例由8.95%降至7.95%，触及1%刻度。此次减 持遵守相关规定，与减持计划一致，未提前终止，也未导致公司控股股东及实控人变化。 ...

截至2026年1月28日 13点24分，上证科创板半导体材料设备主题指数（950125）下跌0.69%。成分股方 面涨跌互现，神工股份领涨4.59%，欧莱新材上涨4.29%，盛美上海上涨2.85%；兴福电子领跌5.19%， 艾森股份下跌5.04%，耐科装备下跌3.60%。科创半导体ETF（588170）下跌0.85%，最新报价1.86元。 东海证券认为，当前电子行业需求持续复苏，供给有效出清，存储芯片价格上涨，我国国产化力度超预 期。建议关注AI算力、AIOT、半导体设备、关键零部件和存储涨价等结构性机会。 截至2026年1月28日 13点26分，中证半导体材料设备主题指数（931743）下跌0.61%。成分股方面涨跌 互现，康强电子领涨9.98%，金海通上涨5.91%，神工股份上涨4.27%；江化微领跌7.68%，艾森股份下 跌5.45%，珂玛科技下跌4.38%。半导体设备ETF华夏（562590）下跌0.60%，最新报价1.99元。 半导体设备ETF华夏（562590）及其联接基金（A类：020356；C类：020357），指数中半导体设备 （63%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 ...

Core Viewpoint - The semiconductor equipment ETF managed by E Fund has shown significant growth in both scale and net inflow, reflecting strong investor interest in the semiconductor materials and equipment sector [1][2]. Group 1: Index Performance - As of January 28, 2026, the CSI Semiconductor Materials and Equipment Theme Index (931743) decreased by 0.35% [1]. - Among the constituent stocks, Kangqiang Electronics led with a rise of 10.02%, while Jianghua Micro fell by 7.13% [1]. - The E Fund Semiconductor Equipment ETF (159558) decreased by 0.22%, with a latest price of 2.23 yuan [1]. Group 2: Trading Volume and Liquidity - The E Fund Semiconductor Equipment ETF had a turnover of 3.56% during the trading session, with a transaction volume of 168 million yuan [1]. - Over the past week, the ETF averaged a daily transaction volume of 325 million yuan, ranking it among the top two in comparable funds [1]. Group 3: Scale and Share Growth - The E Fund Semiconductor Equipment ETF experienced a significant scale increase of 1.9 billion yuan over the past two weeks, ranking second among comparable funds [1]. - The latest share count for the ETF reached 2.107 billion shares, marking a one-year high and also ranking second among comparable funds [1]. Group 4: Net Inflow of Funds - The E Fund Semiconductor Equipment ETF has seen continuous net inflows over the past 21 days, with a maximum single-day net inflow of 621 million yuan, totaling 2.794 billion yuan in net inflows [1]. - The average daily net inflow reached 133 million yuan [1]. Group 5: Top Holdings - As of December 31, 2025, the top ten weighted stocks in the CSI Semiconductor Materials and Equipment Theme Index accounted for 65.08% of the index, including companies like Northern Huachuang and Zhongwei Company [2].

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 0.48% as of January 28, 2026 [1] - Notable performers included ShenGong Co., which rose by 4.06%, while Naike Equipment led the decline with a drop of 5.19% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 0.59%, with a latest price of 1.87 yuan and a turnover rate of 8.3%, amounting to 685 million yuan [1] Group 2: Company Announcements - Muxi Co. (688802.SH) announced an expected revenue of 1.6 billion to 1.7 billion yuan for 2025, representing a growth of 115.32% to 128.78% year-on-year [2] - The company anticipates a net loss attributable to shareholders of 650 million to 798 million yuan, an improvement from a loss of 1.409 billion yuan in the previous year [2] - Muxi Co. is focusing on its "1+6+X" development strategy to enhance its market position in the high-performance GPU sector and promote AI technology integration across various industries [2] Group 3: Industry Insights - The semiconductor equipment and materials industry is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives [3] - The semiconductor equipment ETF Huaxia (562590) focuses on the upstream semiconductor sector, with 63% of its index comprising semiconductor equipment [3] - The demand for semiconductors is expected to benefit from the AI revolution, expansion, and technological mergers and acquisitions [3]

Core Viewpoint - The semiconductor equipment sector is experiencing a strong rally due to a price increase across the supply chain, with significant gains in related stocks and ETFs, indicating robust demand and investment opportunities in the semiconductor industry [1][2]. Group 1: Market Performance - The semiconductor equipment ETF (561980) saw a 1.61% increase, with key stocks like Zhongwei Company and SMIC rising over 2%, and Tuojing Technology increasing over 5% [1]. - In the last 10 trading days, the semiconductor equipment ETF has attracted over 460 million yuan in net inflows, bringing its total size to over 3.6 billion yuan [1]. - The index tracking the semiconductor equipment sector has recorded a maximum increase of over 112% since 2025, outperforming similar indices in the technology sector [2]. Group 2: Price Increases and Cost Pressures - Multiple chip design companies have issued price increase notices, confirming that the positive sentiment in the semiconductor industry is spreading throughout the supply chain [1]. - Zhongwei Semiconductor announced a price increase of 15%-50% for products like MCU and Nor Flash due to rising packaging costs and extended delivery cycles [1]. - Guokewai announced a price increase of 40%-80% for KGD products, highlighting the dual pressures of rising storage chip prices and increased advanced packaging costs [1]. Group 3: Industry Dynamics - The current chip price increase cycle was initiated by a surge in AI demand, leading to tight supply and rising prices for storage chips like DRAM and NAND [2]. - The price adjustments from chip design companies confirm a key industry logic: the prosperity of the storage chip sector is translating into demand for upstream equipment and materials [2]. - To meet strong demand and manage costs, chip manufacturers and packaging firms must expand capital expenditures and upgrade or add production capacity, which will ultimately lead to increased orders for semiconductor equipment across the entire supply chain [2]. Group 4: ETF Composition - The semiconductor equipment ETF (561980) tracks the CSI Semiconductor Index, heavily weighted towards leading companies like Zhongwei Company and Northern Huachuang, with the top ten holdings accounting for approximately 75% of the index [2]. - The ETF's focus on leading companies and comprehensive coverage of equipment, materials, and design sectors provides it with higher elasticity compared to similar indices [2].

每经AI快讯，1月28日，先进封装指数涨逾2%。成分股中，气派科技涨停，富满微涨超13%，康强电子 涨超6%，金海通、华天科技等涨超4%。 （文章来源：每日经济新闻） ...