10月24日，芯碁微装涨5%，截至发稿，报136.45元/股，成交6.58亿元，换手率3.73%，总市值179.76亿 元。芯碁微装股价已经连续4天上涨，区间累计涨幅7.89%。 资料显示，合肥芯碁微电子装备股份有限公司位于安徽省合肥市高新区长宁大道789号1号楼,香港铜锣 湾希慎道33号利园1期19楼1915室，成立日期2015年6月30日，上市日期2021年4月1日，公司主营业务涉 及主要从事以微纳直写光刻为技术核心的直接成像设备及直写光刻设备的研发、制造、销售以及相应的 维保服务,主要产品及服务包括PCB直接成像设备及自动线系统、泛半导体直写光刻设备及自动线系 统、其他激光直接成像设备以及上述产品的售后维保服务,产品功能涵盖微米到纳米的多领域光刻环 节。主营业务收入构成为：激光直写成像设备99.58%，其他(补充)0.42%。 从基金十大重仓股角度 数据显示，泓德基金旗下1只基金重仓芯碁微装。泓德泓华混合（002846）二季度持有股数16.74万股， 占基金净值比例为3.13%，位居第七大重仓股。根据测算，今日浮盈赚取约108.84万元。连续4天上涨期 间浮盈赚取159.07万元。 泓德泓华混合（002 ...

Group 1 - The core viewpoint of the news is the performance and market position of Chipone Microelectronics, which saw a stock price increase of 5.69% to 165.00 CNY per share, with a total market capitalization of 21.737 billion CNY [1] - Chipone Microelectronics, established on June 30, 2015, specializes in the research, manufacturing, and sales of direct imaging equipment and related maintenance services, focusing on micro-nano direct writing lithography technology [1] - The company's main revenue source comes from laser direct writing imaging equipment, accounting for 99.58% of total revenue, with other supplementary services making up the remaining 0.42% [1] Group 2 - From the perspective of fund holdings, Chipone Microelectronics is a significant investment for Guotai Fund, with its Guotai Industry Flexibly Configured Mixed Fund (003593) holding 205,500 shares, representing 4.93% of the fund's net value [2] - The Guotai Industry Flexibly Configured Mixed Fund has shown impressive performance, with a year-to-date return of 55.31% and a one-year return of 122.29%, ranking 307 out of 7996 in its category [2] - The fund manager, Du Pei, has been in charge for 5 years and 142 days, achieving a best return of 119.58% during his tenure [3]

数据显示，国泰基金旗下1只基金重仓芯碁微装。国泰景气行业灵活配置混合（003593）二季度持有股 数20.55万股，占基金净值比例为4.93%，位居第七大重仓股。根据测算，今日浮盈赚取约154.11万元。 国泰景气行业灵活配置混合（003593）成立日期2017年3月20日，最新规模3.31亿。今年以来收益 48.98%，同类排名1010/8172；近一年收益110.45%，同类排名384/7980；成立以来收益217.25%。 国泰景气行业灵活配置混合（003593）基金经理为杜沛。 截至发稿，杜沛累计任职时间5年136天，现任基金资产总规模3.31亿元，任职期间最佳基金回报 106.71%， 任职期间最差基金回报106.71%。 9月18日，芯碁微装涨5.17%，截至发稿，报152.50元/股，成交7.38亿元，换手率3.79%，总市值200.90 亿元。 资料显示，合肥芯碁微电子装备股份有限公司位于安徽省合肥市高新区长宁大道789号1号楼,香港铜锣 湾希慎道33号利园1期19楼1915室，成立日期2015年6月30日，上市日期2021年4月1日，公司主营业务涉 及主要从事以微纳直写光刻为技术核心的直接成 ...

Core Viewpoint - Chip Microelectronics has submitted an IPO application to the Hong Kong Stock Exchange, aiming to raise funds for R&D, capacity expansion, strategic investments, and operational needs, despite facing challenges such as rising costs and declining profits in 2024 [1][2][7]. Financial Performance - The company reported revenues of approximately RMB 652 million, RMB 829 million, RMB 954 million, and RMB 654 million for the years 2022, 2023, 2024, and the first half of 2025, respectively [7][8]. - Net profits for the same periods were RMB 137 million, RMB 179 million, RMB 161 million, and RMB 142 million, indicating a decline in profitability despite revenue growth in 2024 [7][8]. Cost Structure - Direct material costs accounted for over 90% of the total operating costs, with specific percentages being 89.4%, 93.3%, 89.6%, and 90.8% for the respective years [10][7]. - The company has seen a consistent increase in inventory levels and inventory turnover days, which were RMB 303 million, RMB 309 million, RMB 578 million, and RMB 794 million, with turnover days of 255.9, 227.5, 262.9, and 317.1 days [11][10]. Market Position - Chip Microelectronics is the largest supplier of PCB direct imaging equipment globally, holding a market share of 15% as of 2024 [3][2]. - The company serves over 600 clients, including 70% of the top 100 PCB manufacturers worldwide [3]. Shareholder Activity - Key technical personnel have sold shares worth over RMB 25 million in the past three months, indicating potential concerns about the company's future performance [3][6]. Customer and Supplier Dynamics - Revenue from the top five customers accounted for 28.0%, 23.5%, 30.2%, and 46.9% of total revenue over the reporting periods, with the largest single customer contributing 8.6%, 7.4%, 7.8%, and 19.7% [9]. - The company’s procurement from the top five suppliers represented approximately 40.1%, 42.6%, 38.9%, and 47.8% of total procurement costs [9].

Core Viewpoint - ChipMOS Technologies (芯碁微装) has submitted an application for listing on the Hong Kong Stock Exchange, with CICC acting as the sole sponsor [1]. Company Overview - ChipMOS Technologies is a global leader in the direct imaging lithography industry, providing core equipment for advanced information technology in the AI era. The company focuses on high-precision micro-nano lithography technology and its application in various innovative uses [4]. - According to Zhaoshang Consulting, ChipMOS is the largest supplier of PCB direct imaging equipment globally, with a market share of 15.0% based on projected revenue for 2024. It is the only company with business coverage across PCB, IC substrates, advanced packaging, and mask applications as of June 30, 2025 [4]. Financial Performance - For the fiscal years ending December 31 and the six months ending June 30, the company reported the following revenues and profits: - 2022: Revenue of approximately 652.3 million RMB, profit of 136.6 million RMB - 2023: Revenue of approximately 828.9 million RMB, profit of 179.3 million RMB - 2024: Revenue of approximately 953.9 million RMB, profit of 160.7 million RMB - 2025 (first half): Revenue of approximately 654.3 million RMB, profit of 142.0 million RMB [5][7].