证券代码：002156 证券简称：通富微电 通富微电子股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 鹏扬基金：章宏帆；泰康资产：余思雨；申万菱信：徐巡；拾贝 | | 人员姓名 | 投资：王祥宇；鑫元基金：施欣彤；南方基金：葛树名、金岚枫； | | | 兴银基金：阮姝漫；道仁资产：李晓光；汇丰晋信：刘昱辰；汇 | | | 添富：钱晨润；长江证券：钟智铧；丹羿投资：朱亮 | | 时间 | 2026 年 1 月 16 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 蒋澍 | | 员姓名 | | | | 一、公司概况 | | | 通富微电是集成电路封装测试服务提供商，为全球客户提供 | | | 从设计仿真到封装测试的一站式服务。公司的产品、技术、服务 | | | 全方位覆盖了人工智能、高性能计算、大数据存储、显示驱动、 ...

Core Viewpoint - The stock of Feirongda has shown a slight increase in recent trading sessions, with a notable rise in revenue and net profit year-on-year, indicating strong financial performance and investor interest [1][2]. Group 1: Stock Performance - On January 16, Feirongda's stock price increased by 2.01%, reaching 33.06 CNY per share, with a trading volume of 5.55 billion CNY and a turnover rate of 4.30%, resulting in a total market capitalization of 19.236 billion CNY [1]. - Year-to-date, Feirongda's stock price has decreased by 0.30%, but it has increased by 11.88% over the past 20 days and 5.69% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Feirongda achieved a revenue of 4.617 billion CNY, representing a year-on-year growth of 34.89%, while the net profit attributable to shareholders was 286 million CNY, reflecting a significant increase of 175.85% [2]. - Since its A-share listing, Feirongda has distributed a total of 143 million CNY in dividends, with 41.116 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of December 19, 2025, Feirongda had 46,600 shareholders, an increase of 3.46% from the previous period, with an average of 8,480 circulating shares per shareholder, down by 3.34% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 15.2945 million shares, an increase of 3.5737 million shares from the previous period [3].

Core Viewpoint - Keda Technology's stock price has shown fluctuations, with a recent decline of 2.08% and a total market capitalization of 30.21 billion yuan, while the company has experienced a year-to-date increase of 6.95% in stock price [1] Financial Performance - For the period from January to September 2025, Keda Technology achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, reflecting a growth of 24.93% [2] Shareholder Information - As of January 9, 2025, Keda Technology had 44,000 shareholders, an increase of 4.76% from the previous period, with an average of 12,844 circulating shares per shareholder, a decrease of 4.55% [2] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.450 million shares from the previous period [3] - Several new institutional shareholders have entered, including Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and Huatai-PineBridge Technology Innovation Mixed Fund, holding 4.0335 million shares [3]

报告导读： 有色光电基膜是一种用于消费电子制程的功能性材料，主要起到离型、保护、识别和光电跟踪等作用。它属于双向拉伸聚酯薄膜（BOPET薄膜）的一种， 具有多种颜色和规格，是智能手机、平板电脑、笔记本电脑等电子产品生产过程中的关键组件。近年来，我国有色光电基膜行业市场规模整体呈现上升趋 势。这一方面得益于消费电子的发展，中国作为全球最大的消费电子产品生产国和出口国，液晶电视、手机、电脑等产品更新换代频率加快，推动了有色光 电基膜市场规模持续扩大；同时，5G、物联网及智能穿戴设备的普及进一步拓展了新型应用场景，带动需求增长。另一方面，政府通过多项政策鼓励功能 性薄膜高端化，这为有色光电基膜行业发展提供了政策保障。但值得注意的是2022-2023年有色光电基膜行业市场规模增速放缓，市场有效需求不足，随后 2024年逐渐恢复，达到42.67亿元，同比上涨15%。预计未来随着消费电子的持续恢复，中国有色光电基膜行业市场规模将实现快速增长。 基于此，依托智研咨询旗下有色光电基膜行业研究团队深厚的市场洞察力，并结合多年调研数据与一线实战需求，智研咨询推出《2026-2032年中国有色光 电基膜行业市场全景调研及产业趋势研 ...

Core Viewpoint - Hangcha Group's stock has shown a slight increase of 2.05% on January 16, with a current price of 27.32 CNY per share and a total market capitalization of 35.784 billion CNY [1] Group 1: Stock Performance - As of January 16, Hangcha Group's stock price has increased by 2.82% year-to-date, with a decline of 1.23% over the last five trading days, a rise of 2.25% over the last 20 days, and an increase of 1.56% over the last 60 days [1] - The trading volume on January 16 reached 180 million CNY, with a turnover rate of 0.51% [1] Group 2: Financial Performance - For the period from January to September 2025, Hangcha Group achieved a revenue of 13.972 billion CNY, representing a year-on-year growth of 9.73%, and a net profit attributable to shareholders of 1.753 billion CNY, reflecting an increase of 11.43% [2] - Since its A-share listing, Hangcha Group has distributed a total of 3.226 billion CNY in dividends, with 1.759 billion CNY distributed over the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hangcha Group increased to 18,300, a rise of 5.78% from the previous period, while the average number of circulating shares per person decreased by 5.46% to 71,379 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 36.8853 million shares, a decrease of 16.8952 million shares from the previous period [3]

Core Viewpoint - The global market for pneumatic vacuum valves used in semiconductors is projected to reach USD 1.762 billion by 2032, with a compound annual growth rate (CAGR) of 4.5% over the next few years [3]. Market Overview - Pneumatic vacuum valves are designed for precise control of gas flow in vacuum systems used in semiconductor manufacturing, ensuring stable operations in high and ultra-high vacuum environments [2]. - The supply chain consists of upstream materials and components, midstream valve manufacturers and system integrators, and downstream semiconductor equipment OEMs and wafer fabs [9][10]. Key Manufacturers - Major manufacturers in the semiconductor pneumatic vacuum valve market include: - VAT Group AG, a leading developer and manufacturer of high-performance vacuum valves and solutions [7]. - Fujikin Incorporated, known for ultra-precision fluid control systems and valves [7]. - Parker Hannifin Corporation, a global leader in motion and control technologies [7]. - MKS Instruments, Inc., specializing in precision measurement and control instruments [7]. - Pfeiffer Vacuum, a leading supplier of vacuum technology products and systems [7]. Market Drivers - The growth of the semiconductor pneumatic vacuum valve market is driven by the continuous expansion of the global semiconductor industry and technological advancements, particularly in 5G, artificial intelligence, and the Internet of Things [11]. - Increasing environmental regulations are pushing semiconductor manufacturing processes to focus on energy efficiency and emissions reduction, necessitating valves with lower leakage rates and better sealing performance [11]. Challenges - Key challenges for domestic manufacturers in achieving localization include insufficient research on particle generation mechanisms during valve operation and the longevity of core components [12]. - The lack of industry standards for extreme conditions in semiconductor applications hampers the development of reliable products [12]. Industry Opportunities - The policy environment in China is focused on promoting domestic substitution in key areas to ensure supply chain security, with initiatives like the "14th Five-Year Plan" aiming to increase the localization rate of critical valves [13]. - Local governments are supporting the industry through specialized funds and talent introduction policies, which have already shown positive results in increasing localization rates [13].

Core Viewpoint - Shengyang Technology's stock has experienced fluctuations, with a recent decline of 2.00% and a total market value of 6.499 billion yuan, while the company has shown a year-to-date increase of 7.41% in stock price [1]. Group 1: Stock Performance - As of January 16, Shengyang Technology's stock price is 15.66 yuan per share, with a trading volume of 265 million yuan and a turnover rate of 4.02% [1]. - The stock has seen a decline of 8.85% over the last five trading days, but an increase of 11.22% over the last 20 days and 29.21% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on January 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Shengyang Technology achieved an operating income of 644 million yuan, representing a year-on-year growth of 13.39% [2]. - The net profit attributable to the parent company for the same period was 7.1347 million yuan, reflecting a year-on-year increase of 6.16% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Shengyang Technology is 24,300, an increase of 8.30% compared to the previous period [2]. - The average number of circulating shares per shareholder is 17,090, which is a decrease of 7.66% from the previous period [2]. - The company has distributed a total of 55.9729 million yuan in dividends since its A-share listing, with 4.8876 million yuan distributed in the last three years [3].

Core Viewpoint - Dongshan Precision's stock price has shown fluctuations, with a recent increase of 2.02% on January 16, 2023, while the company has experienced a year-to-date decline of 4.34% [1][2]. Group 1: Stock Performance - As of January 16, 2023, Dongshan Precision's stock price reached 80.98 CNY per share, with a trading volume of 12.22 billion CNY and a market capitalization of 148.32 billion CNY [1]. - The stock has decreased by 4.34% since the beginning of the year, with a slight decline of 0.59% over the last five trading days and 0.53% over the last twenty days, while it has increased by 18.00% over the last sixty days [2]. Group 2: Financial Performance - For the period from January to September 2025, Dongshan Precision reported a revenue of 27.071 billion CNY, reflecting a year-on-year growth of 2.28%, and a net profit attributable to shareholders of 1.223 billion CNY, which is a 14.61% increase year-on-year [2]. - The company has distributed a total of 1.544 billion CNY in dividends since its A-share listing, with 731 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 9, 2023, the number of shareholders for Dongshan Precision reached 101,400, an increase of 24.12% from the previous period, while the average circulating shares per person decreased by 19.43% to 13,675 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 68.7123 million shares, an increase of 5.2492 million shares from the previous period [3].

Group 1 - Sega Technology has experienced a consecutive two-day trading limit increase, achieving a two-day board upgrade [1] - The stock reached a trading limit at 10:19 AM with a transaction volume of 795 million yuan and a turnover rate of 8.31% [1] - The market is optimistic about the future development of the elevator and 5G industries, as well as potential opportunities in the energy storage sector, which has attracted market attention to the company [1]

Group 1 - The core viewpoint of the news is that Qingshan Paper Industry has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and profit year-on-year [1][2] Group 2 - As of January 16, Qingshan Paper's stock price increased by 2.04% to 4.00 CNY per share, with a total market capitalization of 8.963 billion CNY [1] - The company has seen a net inflow of main funds amounting to 7.3569 million CNY, with significant buying and selling activities recorded [1] - Year-to-date, the stock price has decreased by 4.53%, with a 5-day decline of 5.66%, while it has increased by 4.44% over the past 20 days and 8.11% over the past 60 days [1] Group 3 - Qingshan Paper Industry, established in April 1993 and listed in July 1997, primarily engages in the production and sales of paper products, including paper bags, board paper, and corrugated paper [1] - The revenue composition of the company includes 67.47% from the pulp industry, 15.32% from the pharmaceutical industry, and 11.45% from paper product processing [1] Group 4 - As of September 30, the company reported a total revenue of 1.768 billion CNY for the first nine months of 2025, reflecting a year-on-year decrease of 11.87%, and a net profit of 64.9891 million CNY, down 25.07% year-on-year [2] - The company has distributed a total of 321 million CNY in dividends since its A-share listing, with 175 million CNY distributed in the last three years [2] Group 5 - Qingshan Paper belongs to the light industry manufacturing sector, specifically in the paper and specialty paper category, and is associated with concepts such as artificial meat, land transfer, optical communication, and 5G [2] - As of September 30, the number of shareholders increased to 207,900, with an average of 10,640 circulating shares per person, a decrease of 53.26% from the previous period [2]