中微公司（688012）的一份减持公告火了。 公开资料显示，尹志尧是半导体领域一个传奇式的人物。1944年，尹志尧出生于北京，1962年考入中国科学技术大学化学物理系，1968年毕业后，先后供 职于兰州炼油厂、中科院兰州物理化学所，积累了扎实的科研基础。1978年至1980年，他在北京大学化学系攻读硕士，随后前往加利福尼亚大学洛杉矶分 校留学，并获得物理化学博士学位，开启了在半导体领域的深耕之路。 在硅谷的二十年，尹志尧凭借卓越的科研能力，成为半导体行业的顶尖专家。1984年至1986年，他就职于英特尔中心技术开发部，担任工艺工程师；1986 年至1991年，就职于泛林半导体，历任研发部资深工程师、研发部资深经理；1991年至2004年，就职于应用材料，历任等离子体刻蚀设备产品总部首席技 术官、总公司副总裁及等离子体刻蚀事业群总经理、亚洲总部首席技术官。 在应用材料公司工作期间，尹志尧参与并领导了国际几代等离子体刻蚀机的研发，被誉为微观设备领域的"最强大脑"，还获得了86项美国专利和200多项 国际专利，被评价为"硅谷最有成就的华人之一"。 2004年，60岁的尹志尧做了一个让人意外的决定，回国创业，随后便有 ...

另外，被誉为"中国刻蚀机之父"的中微公司创始人、董事长、总经理尹志尧计划自公告披露之日起15个交易日后的3个月内，通过集中竞价方式减持公司 股份不超过29万股，占公司总股本比例不超过0.046%。 拟减持原因为："因本人已从外籍恢复为中国籍，为依法办理相关税务的需要。" 据红网2018年的一篇报道，1944年，尹志尧出生在北平一个爱国世家。中学就读于久负盛名的北京四中，本科毕业于天才云集的中科大。大学毕业后，尹 志尧在兰州炼油厂和中科院系统工作了近十年。1978年，"不安分"的他选择继续深造，考入北京大学化学系。1980年，他获北大化学系硕士学位，后在亲 戚帮助下，到加州大学洛杉矶分校攻读博士学位。仅仅三年半，他就拿到物理化学博士学位。 | 股东名称 | 尹志尧 | | --- | --- | | 计划减持数量 | 不超过:290,000 股 | | 计划减持比例 | 不超过:0.046% | | 减持方式及对应减持数 를 | 集中竞价减持,不超过:290,000 股 | | 减持期间 | 2026年１月30日〜2026年４月29日 | | 拟减持股份来源 | IP0 前取得 | | 拟减持原因 | 因本人已 ...

华源控股公告，公司全资子公司华源半导体与上海致鼎共同出资设立致源科技，致力于半导体分子泵的 研发、生产制造与销售。致源科技注册资本金为5000万元，其中华源半导体认缴出资比例为51%，出资 额为2550万元。相关工商登记手续已完成，并取得营业执照。此次投资旨在完善半导体设备产品矩阵， 聚焦关键核心部件的研发、生产与市场拓展。 ...

格隆汇12月23日丨华源控股(002787.SZ)公布，为满足公司战略发展需要，进一步推动公司多元化布 局，基于对半导体器件设备领域成长性的认可，进一步完善半导体设备的产品矩阵，聚焦半导体真空分 子泵等关键核心部件的研发、生产与市场拓展，公司全资子公司苏州华源半导体有限公司（简称"华源 半导体"）与上海致鼎贸易有限公司（简称"上海致鼎"）共同出资设立苏州致源真空科技有限公司（简 称"致源科技"），致力于半导体分子泵的研发、生产制造与销售，注册资本金为5,000万元人民币，其 中华源半导体以自有资金认缴出资比例为51%，出资额为2,550万元，致源科技为公司控股公司。相关 工商登记手续已于近日办理完毕，并取得了由苏州高新区（虎丘区）数据局签发的《营业执照》。 ...

盛美上海 20251212 摘要 盛美上海 2025 年前三季度营收 5.17 亿元，同比增长 81.04%；扣非后 归母净利润 4.33 亿元，同比增长 41.41%。剔除股份支付费用影响后， 归母净利润和扣非归母净利润分别增长 59.2%和 25.99%。 高温 SPM 设备性能达到业内领先水平，清洗性能可达 19 纳米颗粒尺寸， 并计划进一步降至 13 纳米，以支持未来技术节点。首台高产能 KRF 工 艺前道涂胶显影设备已交付，拓展光刻应用。 面板级水平式电镀设备预计 2025 年四季度交付，电镀炉管及其他前道 设备营收同比增长 74.53%至 12.23 亿元，占总营收 23.76%。 公司计划加大研发投资，加快炉管、PECVD、TRACK 以及面板级封装 等新产品的研发，进一步拓展产品线。 公司于 2025 年 9 月完成定向增发，募集资金总额 44.82 亿元，用于研 发和公益测试平台建设、高端半导体设备迭代研发及补充流动资金。 公司预计 2025 年度营业业绩将在人民币 65 亿至 71 亿之间，单片 SPM、太浩、面板级电镀、乳感 Track 和 PCVD 等产品线将取得显著进 展。 盛美上海 ...

Core Viewpoint - The company plans to raise 3.132 billion yuan for semiconductor equipment R&D and to supplement working capital, with a total project investment of 3.840 billion yuan [1] Fundraising and Project Details - The company intends to use 2.192 billion yuan from the fundraising for the project [1] - The project will be implemented by the company and its subsidiaries, with funding allocations of 53.97% by the company, 26.96% by Changchun Suzhou, 12.87% by Changchun Harbin branch, and 6.20% by Shanghai Changchun [1] Project Implementation Considerations - Some lease terms may not cover the project implementation period, but there are agreements for lease renewals and high site substitutability, which will not cause significant adverse effects [1]

Investment Rating - The investment rating for the company is "Buy" and it is maintained [8] Core Insights - The company achieved a revenue of 8.063 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 46.40%. The net profit attributable to the parent company was 1.211 billion yuan, up 32.66% year-on-year. The net profit excluding non-recurring items was 0.887 billion yuan, an increase of 9.05% year-on-year. In Q3 2025, the revenue reached 3.102 billion yuan, marking a year-on-year growth of 50.62% and a quarter-on-quarter increase of 11.29%. The net profit attributable to the parent company for Q3 was 0.505 billion yuan, up 27.50% year-on-year and 28.62% quarter-on-quarter [2][5][6] Summary by Sections Financial Performance - In the first three quarters of 2025, the company reported a revenue of 8.063 billion yuan, a year-on-year increase of 46.40%. The net profit attributable to the parent company was 1.211 billion yuan, reflecting a year-on-year growth of 32.66%. The net profit excluding non-recurring items was 0.887 billion yuan, up 9.05% year-on-year. For Q3 2025, the revenue was 3.102 billion yuan, with a year-on-year growth of 50.62% and a quarter-on-quarter increase of 11.29%. The net profit attributable to the parent company for Q3 was 0.505 billion yuan, showing a year-on-year increase of 27.50% and a quarter-on-quarter increase of 28.62% [2][5][6] Business Development - The company has made significant progress in its etching equipment segment, with revenue reaching 6.101 billion yuan, a year-on-year increase of approximately 38.26%. The revenue from LPCVD and ALD thin film equipment was 0.403 billion yuan, a remarkable year-on-year growth of approximately 1332.69%. The company has successfully increased the shipment volume of high-end products for key etching processes in advanced logic and memory device manufacturing, achieving large-scale production in various key etching processes [12] Research and Development - The company increased its R&D expenditure to 2.523 billion yuan in the first three quarters of 2025, a year-on-year growth of approximately 63.44%, accounting for about 31.29% of its revenue. The company has made significant advancements in developing high-end products for key etching processes, with notable progress in the development of LPCVD and ALD thin film equipment, which have successfully entered the market [12] Capacity Expansion - The company has expanded its production capacity significantly, with approximately 140,000 square meters of production and R&D facilities in Nanchang and 180,000 square meters in Shanghai. A new headquarters and R&D center of about 100,000 square meters is under construction in Shanghai. The company plans to build new production and R&D bases in Guangzhou and Chengdu to ensure sufficient facilities for future growth [12]

Core Insights - Company reported Q3 revenue of 3.10 billion yuan, a year-on-year increase of 50.62%, and net profit of 505 million yuan, up 27.5% year-on-year [1][3] - The growth was driven by robust performance in core etching equipment and explosive growth in thin film equipment revenue, which reached 403 million yuan, a staggering increase of 1332.69% year-on-year [1][3] Financial Performance - For the first three quarters of 2025, total revenue reached 8.06 billion yuan, a 46.40% increase compared to the same period last year [2][3] - The total profit for the period was 1.23 billion yuan, reflecting a 29.65% increase year-on-year [2] - The net profit attributable to shareholders was 1.21 billion yuan, up 32.66% year-on-year [2][4] - Basic earnings per share were 0.81 yuan, a 26.56% increase, while diluted earnings per share were 0.80 yuan, up 26.98% [2] Research and Development - R&D expenditure for the first three quarters reached 2.52 billion yuan, a 63.44% increase, with R&D spending accounting for 31.29% of total revenue [3][4] - The company emphasized the need for increased R&D investment to meet the surging market demand for new equipment [3] Product Development and Market Position - Significant advancements were made in key processes for advanced logic and memory device manufacturing, with notable increases in the shipment of high-end products [4][5] - The company is set to launch next-generation etching equipment, with development cycles reduced from three to five years to two years or less [5] Share Buyback and Stock Reduction - The company announced plans to reduce its holdings by up to 0.33% of total shares, equivalent to 209.63 million shares, to fulfill the purposes outlined in the share buyback report [5][6]

Core Viewpoint - The company has demonstrated strong growth in its order backlog and is actively expanding its market presence in the semiconductor equipment industry, driven by technological advancements and product development [4][5]. Group 1: Order Backlog and Growth - As of September 29, 2025, the company's order backlog reached 9.072 billion yuan, representing a year-on-year increase of 34.10% [4]. - The semiconductor equipment demand in China has remained robust in 2025, allowing the company to deepen its existing market and explore new opportunities [4]. Group 2: Fundraising and Investment - The company announced a plan to issue A-shares to specific investors, aiming to raise 4.482 billion yuan through the issuance of 38.6013 million shares at a price of 116.11 yuan per share [4]. - The raised funds will primarily be allocated to three projects: the construction of R&D and process testing platforms, iterative R&D of high-end semiconductor equipment, and supplementing working capital [6]. Group 3: Product Development and Innovation - The company has placed significant emphasis on product R&D, with new products contributing to sustained order growth [5]. - In March 2025, the company successfully validated its self-developed single-wafer high-temperature SPM equipment with key customers, which is crucial for the manufacturing of next-generation semiconductor devices [5]. - The delivery of the 1500th electroplating chamber for ECP equipment in the first half of 2025 has achieved full coverage of electroplating technology across various applications [5].

Core Viewpoint - The company, Lihexing, announced that its semiconductor equipment project is currently in the preliminary preparation stage and will not have a significant impact on its operating performance in the short term [1] Group 1 - The company's stock experienced an abnormal fluctuation, with a cumulative price increase deviation of over 30% across three consecutive trading days on October 9, 10, and 13, 2025 [1] - There has been media discussion regarding the company's business, prompting the announcement [1] - The company is planning to raise funds through a private placement for the "R&D and industrialization project of precision components for semiconductor equipment" [1]