登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002371 证券简称：北方华创 公告编号：2026-007 北方华创科技集团股份有限公司 关于归还部分暂时补充流动资金的 闲置募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 证券代码：002371 证券简称：北方华创 公告编号：2026-006 北方华创科技集团股份有限公司 一、募集资金临时补充流动资金情况 北方华创科技集团股份有限公司（以下简称"公司"）于2025年10月30日召开第八届董事会第二十八次会 议及第八届监事会第十七次会议，审议通过了《关于全资子公司使用部分闲置募集资金暂时补充流动资 金的议案》，同意公司全资子公司北京北方华创微电子装备有限公司（以下简称"北方华创微电子"）使 用闲置募集资金不超过125,000.00万元暂时补充流动资金，使用期限为自董事会审议通过之日起不超过 12个月。具体内容详见公司于2025年10月31日披露的《北方华创科技集团股份有限公司关于全资子公司 使用部分闲置募集资金暂时补充流动资金的公告》（公告编号：2025-063）。 在上述授权额度 ...

Group 1: Future Development of Y-20 Transport Aircraft - The demand for large transport aircraft is expected to increase due to the modern concept of "globalization," which emphasizes intercontinental and high-speed deployment capabilities [2][3] - The Y-20 transport aircraft serves as a platform for air refueling, emergency rescue, and information support, contributing to a new industrial development path [3] - The aircraft plays a crucial role in civil logistics, humanitarian aid, and disaster response, establishing an "air lifeline" for global supply chain resilience [3] Group 2: International Cooperation and Competition - The company has developed a unique advantage in international subcontracting, focusing on differentiated competition and strategic complementarity with other major manufacturers [4] - Long-standing trust relationships with international giants like Airbus and Boeing in key structural components have resulted in high customer loyalty and replacement costs [4] Group 3: R&D Investment and Technological Innovation - The company prioritizes technological innovation, aligning with national R&D strategies and enhancing core technology development [5] - A dedicated innovation organization has been established to strengthen planning and increase funding for innovative projects, focusing on critical issues in current and future aircraft models [5] - The company aims to maximize the effectiveness of R&D resources to enhance product competitiveness and profitability [5] Group 4: Military Trade Progress - The company is actively advancing its military trade business, participating in international airshows to increase product visibility and engage with international clients [6] - Continuous communication with international customers is being conducted to facilitate the orderly development of military trade projects [6] Group 5: Production Capacity for C919 Aircraft - The company, as a key supplier for the C919 aircraft, currently has stable production capacity and meets the delivery requirements set by COMAC [6] - There are no existing production bottlenecks affecting the company's ability to support the C919 project [6]

Group 1 - The core point of the article is that Beijing Electronic Holdings has received approval from the Beijing State-owned Assets Supervision and Administration Commission to transfer 14.4818 million shares of Northern Huachuang Technology Group, representing 2% of the total share capital, to Guoxin Investment at a price of 426.39 yuan per share, totaling 6.175 billion yuan [1] - The transfer aims to strengthen strategic cooperation between Beijing Electronic Holdings and Guoxin Investment, leveraging both parties' resource advantages to support the development of the national integrated circuit industry [1] - After the transfer, Beijing Electronic Holdings will hold 293 million shares of Northern Huachuang, maintaining a controlling stake of 40.51%, and the transfer will not change the company's actual controller [1] Group 2 - Guoxin Investment's entry not only optimizes the layout of state-owned capital in the semiconductor field but also enhances upstream and downstream collaboration in the industry, promoting resource concentration towards leading enterprises [2] - Northern Huachuang's stock price rose by 6.06% to 515.42 yuan per share on January 7 [3] - Northern Huachuang focuses on the research, production, sales, and technical services of semiconductor basic products, with a revenue of 27.301 billion yuan in the first three quarters of 2025, a year-on-year increase of 32.97%, and a net profit of 5.13 billion yuan, up 14.83% year-on-year [3] Group 3 - The semiconductor equipment industry in China has entered a new growth cycle, driven by the "super cycle" triggered by AI computing power, providing unprecedented opportunities for domestic equipment manufacturers [3] - According to Dongwu Securities, the domestic semiconductor equipment sector is expected to enter a strong expansion cycle by 2026, with industry-wide order growth potentially exceeding 30%, possibly reaching over 50% [3] - As domestic substitution deepens, companies with core technological barriers are expected to lead the industry's concentration, with continued growth in mergers and acquisitions in the semiconductor equipment sector over the next 3-5 years [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 刚刚，北方华创发布公告称，2025 年 12 月 15 日，北方华创科技集团股份有限公司（以下简 称"公司"）实际控制人北京电子控股有限责任公司（以下简称"北京电控"）与国新投资有限公司 （以下简称"国新投资"）签署了《北京电子控股有限责任公司与国新投资有限公司关于北方华创科 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 点这里加关注，锁定更多原创内容 北方华创子啊公告中指出，本次转让旨在加强北京电控与国新投资战略合作，充分发挥双方资源优 势，助力构建"资本合作带动产业赋能"的合作模式，更好服务国家集成电路产业发展，不会导致公 司实际控制人变更。基于对公司未来发展前景的信心和长期投资价值的认可，国新投资承诺在本次 股份转让过户完成之日起 12 个月内不转让所受让的公司股份。具体内容详见公司于 2025 年12 月 16日和 20 日在指定信息披露 ...

Group 1 - The company’s actual controller, Beijing Electronic Holdings Co., Ltd., signed a share transfer agreement with Guoxin Investment Co., Ltd. to transfer 14,481,773 shares, representing 2.00% of the total share capital, at a price of RMB 426.39 per share, totaling approximately RMB 6.17 billion [1][2] - The purpose of the transfer is to strengthen strategic cooperation between Beijing Electronic Holdings and Guoxin Investment, leveraging both parties' resource advantages to support the development of the national integrated circuit industry [1] - Guoxin Investment, a state-owned enterprise under the supervision of the State-owned Assets Supervision and Administration Commission, commits not to transfer the acquired shares within 12 months after the transfer is completed [1] Group 2 - The company received notification from Guoxin Investment on December 19, 2025, confirming that it has received approval from China Guoxin to proceed with the cash acquisition of the shares [2] - The transfer is subject to approval from the Beijing State-owned Assets Supervision and Administration Commission and compliance confirmation from the Shenzhen Stock Exchange before the transfer can be processed [3]

Group 1 - The actual controller of the company, Beijing Electronic Holdings Co., Ltd., signed a share transfer agreement with Guoxin Investment Co., Ltd. to transfer 14,481,773 shares, representing 2.00% of the total share capital, at a price of RMB 426.39 per share, totaling approximately RMB 6.17 billion [1][2] - The purpose of the transfer is to strengthen strategic cooperation between Beijing Electronic Holdings and Guoxin Investment, leveraging both parties' resource advantages to support the development of the national integrated circuit industry [1] - Guoxin Investment, a state-owned enterprise under the supervision of the State-owned Assets Supervision and Administration Commission, has committed not to transfer the acquired shares within 12 months after the transfer is completed [1] Group 2 - The company received notification from Guoxin Investment that it has obtained approval from China Guoxin for the cash acquisition of the shares, amounting to approximately RMB 6.17 billion [2] - The transfer is subject to approval from the Beijing State-owned Assets Supervision and Administration Commission and compliance confirmation from the Shenzhen Stock Exchange before the transfer can be processed [3] - There is uncertainty regarding the final completion of the transfer, and the company will fulfill its information disclosure obligations based on subsequent developments [3]

瑞财经 钟鸣辰12月15日晚，北方华创(SZ002371)发布公告，宣布实控人北京电控拟转让2%股份予国新 投资，交易总价61.75亿元。 公告显示，2025年12月15日，北方华创科技集团股份有限公司收到实际控制人北京电子控股有限责任公 司通知。当日，北京电控与国新投资有限公司签署《北京电子控股有限责任公司与国新投资有限公司关 于北方华创科技集团股份有限公司之股份转让协议》。北京电控拟通过非公开协议转让方式，向国新投 资转让持有的北方华创1448.18万股无限售流通普通股股份，占公司总股本的2.00%，每股转让价格为 426.39元，股份转让总价款为61.75亿元。 本次转让前，北京电控直接持有北方华创6743.63万股股份，持股比例为9.31%；通过全资子公司七星华 电科技集团有限责任公司持有2.41亿股股份，持股比例为33.20%，合计持股比例为42.51%。国新投资持 有834.20万股股份，持股比例为1.15%。 北方华创表示，本次转让旨在加强北京电控与国新投资战略合作，发挥双方资源优势，构建"资本合作 带动产业赋能"的合作模式，服务国家集成电路产业发展。此外，转让事项尚需取得北京市国资委批 准、中 ...

Core Viewpoint - The announcement by Northern Huachuang (002371) regarding the transfer of shares from its actual controller, Beijing Electronic Holdings, to Guoxin Investment highlights a strategic partnership aimed at enhancing collaboration and resource sharing between the two entities [1][3]. Group 1: Share Transfer Details - Beijing Electronic Holdings plans to transfer 14.48 million shares at a price of RMB 426.39 per share, totaling approximately RMB 6.175 billion [1]. - Post-transfer, Beijing Electronic Holdings' direct shareholding will decrease from 9.31% to 7.31%, while its indirect holding through Qixing Group remains unchanged at 33.20%, resulting in a total holding of 40.51% [2]. - Guoxin Investment's shareholding will increase from 1.15% to 3.15%, making it a significant strategic shareholder [1][2]. Group 2: Company Performance and Market Context - Northern Huachuang reported a revenue of RMB 27.301 billion for the first three quarters, reflecting a year-on-year increase of 32.97% [3]. - The net cash flow from operating activities was -RMB 2.566 billion, a significant decline of 713.01% compared to the previous year, attributed to increased orders and R&D investments [3]. - As of December 16, the company's stock price was RMB 442.88, with a total market capitalization of RMB 321 billion [3].

Core Insights - The company reported a total operating revenue of 1.925 billion yuan for Q3 2025, ranking 4th among disclosed peers, with a year-on-year increase of 52.45 million yuan, representing a 2.80% growth compared to the same period last year [1] - The net profit attributable to shareholders reached 154 million yuan, an increase of 5.11 million yuan year-on-year, achieving a consecutive increase over two years, with a year-on-year growth of 3.43% [1] - The net cash inflow from operating activities was -8.35 million yuan, ranking 3rd among disclosed peers, with an increase of 179 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio is 27.44%, ranking 3rd among disclosed peers, a decrease of 1.02 percentage points compared to the same period last year [3] - The latest gross profit margin is 35.68%, ranking 1st among disclosed peers, with an increase of 0.36 percentage points from the previous quarter and 0.13 percentage points from the same period last year, achieving three consecutive years of growth [3] - The latest return on equity (ROE) is 1.87%, an increase of 0.03 percentage points compared to the same period last year [3] Earnings Per Share and Turnover - The diluted earnings per share is 0.22 yuan, ranking 4th among disclosed peers, with an increase of 0.01 yuan year-on-year, achieving a consecutive increase over two years, with a year-on-year growth of 3.43% [3] - The latest total asset turnover ratio is 0.16 times, remaining stable compared to the same period last year, with a year-on-year increase of 2.38% [3] - The latest inventory turnover ratio is 0.68 times [3] Shareholder Structure - The number of shareholders is 37,400, with the top ten shareholders holding 494 million shares, accounting for 69.45% of the total share capital [3] - The largest shareholder is China Shipbuilding Industry Group Co., Ltd., holding 46.31% of the shares [3]

Core Viewpoint - The recent surge in the stock price of China Tungsten High-tech Co., Ltd. (中钨高新) is attributed to the rising prices in the tungsten industry and expectations of asset injections, leading to significant financial performance improvements [1][3][4]. Company Performance - China Tungsten High-tech's stock price increased by 51.72% over the last eight trading days, reaching 24.76 yuan, with a year-to-date increase of nearly 174% [2][3]. - The company reported a revenue of 12.755 billion yuan for the first three quarters, a year-on-year increase of 13.39%, and a net profit of 846 million yuan, up 18.26% year-on-year [3]. - The non-recurring net profit surged to 781 million yuan, reflecting a remarkable growth of 407.52% year-on-year [3]. Industry Trends - The price of black tungsten concentrate has risen by 101.4% since the beginning of the year, reaching 143,000 yuan per ton, while APT and tungsten powder prices have also increased by over 100% [1][3]. - The price of APT reached a historical high, contributing to the overall bullish trend in the tungsten industry [3]. Strategic Developments - China Tungsten High-tech plans to acquire 100% equity of Shizhu Garden from Minmetals Tungsten Industry and Woxi Mining for a total consideration of 5.195 billion yuan, expected to complete by the end of 2024 [3][4]. - The company also announced a cash acquisition of 99.9733% equity in Yuanjing Tungsten Industry for 821 million yuan, which is expected to enhance its upstream raw material supply [4][5]. Shareholder Activity - Guoxin Investment has significantly increased its stake in China Tungsten High-tech, acquiring nearly 70 million shares since the second quarter of 2023, with a current holding value exceeding 1.943 billion yuan [6][10][11]. - Guoxin Investment is recognized as a long-term investor, having entered the top ten shareholders of multiple A-share listed companies, including China Tungsten High-tech [12][14].