华夏基金投资者回报研究中心表示：复盘2024年9月及2025年8月，市场成交额突破3万亿大关、快速上涨的行情，赚钱效应有力激发了人气，即使后续大盘 步入震荡，市场依然活跃一段时间。对于普通个人投资者，参与主题投资难度较大，可以选择宽基如沪深300指数ETF锚定大势。 1月15日早盘，前期强势的AI应用、商业航天退潮，沪深300ETF持仓股中国卫通、润泽股份、用友网络等板块权重股跌超8%；与此同时，此前处于震荡的 半导体设备、新能源及周期（锂电、化工）方向回暖，沪深300ETF持仓股紫光国微涨停，其余持仓股华友钴业、江西铜业、赣锋锂业、中国巨石、洛阳钼 业均上涨超4%。 另外，值得注意的是，沪深300ETF华夏（510330.SH）盘中下探时，成交显著放量，或有资金逢低入场。据悉，沪深300指数汇集了沪深两市大盘蓝筹股， 传统蓝筹+新质生产力均衡分布，是A股标杆性指数，也是类平准资金的"压舱"资产。沪深300ETF华夏（510330.SH）为全市场同类标的费率最低，充分让利 投资者。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可 ...

中国经济网北京1月15日讯 据上交所官网消息，上交所决定终止江苏亚电科技股份有限公司（以下简称"亚电科技"） 首次公开发行股票并在科创板上市审核。 日前，亚电科技和保荐人华泰联合证券有限责任公司向上交所提交了《江苏亚电科技股份有限公司关于撤回首次公开 发行股票并在科创板上市申请文件的申请》和《华泰联合证券关于撤回江苏亚电科技股份有限公司首次公开发行股票 并在科创板上市申请文件的申请》，申请撤回发行上市申请文件。根据《上海证券交易所股票发行上市审核规则》第 六十三条的有关规定，上交所决定终止对亚电科技首次公开发行股票并在科创板上市的审核。 亚电科技系国内领先的湿法清洗设备供应商，主要从事硅基半导体、化合物半导体及光伏领域湿法清洗设备的研发、 生产和销售。 截至招股说明书签署日，钱诚直接持有公司22.59%的股份，通过全资控股的无锡亚腾担任亚电合伙的执行事务合伙 人从而控制亚电合伙所持公司14.89%股份的表决权，通过全资控股的无锡亚腾担任止于至善的执行事务合伙人从而 控制止于至善所持公司3.81%股份的表决权，合计控制公司41.29%股份的表决权，并担任公司董事长兼总经理，系公 司的控股股东、实际控制人。杜建生 ...

Group 1 - The company NAR Co., Ltd. announced the termination of its acquisition plan for Shanghai Feilai Testing Technology Co., Ltd. after failing to reach consensus on key cooperation arrangements during negotiations [1][2] - The acquisition was initially intended to allow NAR to hold at least 51% of Feilai Testing, thereby gaining control and entering the semiconductor equipment sector, with an estimated transaction value of approximately 350 to 400 million yuan [1][2] - NAR emphasized the strategic importance of the acquisition for creating a second growth curve and overcoming limitations in its existing business [1] Group 2 - Feilai Testing specializes in semiconductor chip testing reliability solutions, offering a comprehensive range of products including wafer AOI equipment and chip testers under its "FeedLiTech" brand [2] - The termination was attributed to disagreements on equity proportions and concerns regarding the maturity of business integration and governance structures between NAR and Feilai Testing [2] - NAR plans to continue leveraging its resources to strengthen its core business and enhance competitiveness, while also announcing a private placement to acquire 100% of Nantong NAR's shares [2][3] Group 3 - Nantong NAR focuses on the research, production, and sales of automotive protective films, serving major clients such as Seres and BYD, and has established itself as a leading player in its niche market [3] - Financial projections indicate that Nantong NAR's net profits are expected to be 19.33 million yuan in 2023 and 33.96 million yuan in 2024, with a net profit of 66.66 million yuan reported for the first three quarters of 2025 [3]

本公司董事会及全体董事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： ● 本期业绩预告适用于"实现盈利，且净利润与上年同期相比上升50%以上"的情形。 ● 天津金海通半导体设备股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净 利润16,000万元到21,000万元，同比增加103.87%到167.58%。 ● 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润15,500万元到20,500万元，同比 增加128.83%到202.64%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润16,000万元到21,000万元，与 上年同期相比，将增加8,151.85万元到13,151.85万元，同比增加103.87%到167.58%。 2、预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润15,500万元到20,500万元，与上 年同期相比，将增加8,726 ...

公司前身有限公司成立于2019年3月，2023年12月整体变更为股份有限公司，公司目前注册资本8397.0931万元。公司控股股东、实际控制人为钱诚先生。钱诚， 1983年12月出生，本科学历，毕业于东南大学机械设计制造及其自动化专业，现任公司董事长、总经理。 一、国内领先的湿法清洗设备供应商 文/西风 1月14日，上交所公布关于终止对江苏亚电科技股份有限公司科创板IPO的决定，直接原因是公司及保荐机构华泰联合证券撤回申报。亚电科技成为2026年科创板 IPO首家终止审核的公司。公司申报科创板IPO于2025年6月27日获得受理，次月21日收到首轮问询，但未见公布问询回复。公司本次IPO拟募资9.50亿元。 亚电科技系国内领先的湿法清洗设备供应商，主要从事硅基半导体、化合物半导体及光伏领域湿法清洗设备的研发、生产和销售。公司产品主要应用于半导体前 道晶圆制造过程中的湿法清洗环节。基于在硅基半导体领域的技术积累和湿法设备的技术同源性，公司产品已拓展至化合物半导体、光伏等应用领域，形成了具 有技术优势的核心湿法工艺设备产品体系。 公司专注于自主知识产权产品的研发、生产和销售，已实现对8英寸、12英寸等市场主流晶圆 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [5]. Core Insights - The company anticipates a significant increase in net profit for 2025, projecting a range of CNY 160 million to CNY 210 million, which represents a year-on-year increase of 103.87% to 167.58% [2]. - The demand for high-end sorting machines is strong, leading to rapid growth in performance, supported by ongoing technological research and product iteration [3]. - The company is focusing on product innovation and upgrading technology, with a notable shift towards high-end products, which is expected to enhance its competitive edge [3]. - The establishment of the "Malaysia Production and Operations Center" is expected to accelerate the company's globalization strategy and support long-term growth by improving responsiveness to international customers [4]. Financial Forecasts - Revenue projections for 2025-2027 are CNY 716 million, CNY 1.226 billion, and CNY 1.816 billion, reflecting year-on-year growth rates of 76.18%, 71.08%, and 48.16% respectively [5]. - The expected net profit for the same period is CNY 196 million, CNY 375 million, and CNY 580 million, with growth rates of 149.46%, 91.49%, and 54.61% respectively [5]. - The earnings per share (EPS) are projected to be CNY 3.3, CNY 6.2, and CNY 9.7 for 2025, 2026, and 2027, respectively [5].

（原标题：中微公司现7笔大宗交易 均为折价成交） 中微公司1月14日大宗交易平台共发生7笔成交，合计成交量60.25万股，成交金额1.92亿元。成交价格均为318.32元，相对今日收盘价折价9.67%。 从参与大宗交易营业部来看，机构专用席位共出现在4笔成交的买方或卖方营业部中，合计成交金额为1.77亿元，净买入1.77亿元。 进一步统计，近3个月内该股累计发生71笔大宗交易，合计成交金额为29.22亿元。 证券时报•数据宝统计显示，中微公司今日收盘价为352.38元，上涨1.84%，日换手率为2.75%，成交额为61.15亿元，全天主力资金净流出1.91亿 元，近5日该股累计上涨0.01%，近5日资金合计净流出13.54亿元。 市盈率: 73.26倍 资金流向：最新份额为5.7亿份，减少了600.0万份，净申 赎-656.5万元。 | 成交量 | 成交金 额 | 成交价 | 相对当日 收盘折溢 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万 | 格 | 价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | ...

Core Viewpoint - On January 14, 2023,拓荆科技 executed a block trade involving 423,000 shares, amounting to 152 million yuan, with a transaction price of 360.29 yuan, reflecting a discount of 0.97% compared to the closing price of the day [1] Group 1: Block Trade Details - The block trade involved a total volume of 423,000 shares and a transaction amount of 152.40 million yuan [1] - The transaction price was set at 360.29 yuan, which is a 0.97% discount relative to the closing price of the day [1] - The buyer was an institutional client, while the seller was Huatai Securities Co., Ltd. Beijing Branch [1] Group 2: Recent Trading Activity - Over the past three months, the stock has seen a total of 16 block trades, with a cumulative transaction amount of 1.708 billion yuan [1] - The closing price of拓荆科技 on the day of the block trade was 363.81 yuan, marking a 6.28% increase, with a turnover rate of 3.16% and a total transaction amount of 3.203 billion yuan [1] - The net inflow of main funds for the day was 85.44 million yuan, while the stock has experienced a cumulative decline of 4.51% over the past five days, with a total net outflow of 514 million yuan [1] Group 3: Margin Trading Data - The latest margin financing balance for the stock is 1.182 billion yuan, which has increased by 21.10 million yuan over the past five days, representing a growth rate of 1.82% [1]

Core Viewpoint - The company has developed the UltraLithTMTrack equipment for 300mm front-end integrated circuit manufacturing, which enhances production efficiency and reduces defect rates while optimizing costs [1] Group 1: Product Development - The UltraLithTMTrack equipment features uniform downward airflow, high-speed stable robotic arms, and a robust software system tailored to customer needs [1] - The equipment supports mainstream lithography machine interfaces and various lithography processes, including i-line, KrF, and ArF systems, ensuring compliance with process requirements [1] Group 2: Market Impact - After five years of dedicated research and development, the company plans to launch its first self-developed high-output (300WPH) KrF front-end coating and developing equipment, UltraLITHKrF, in Q3 2025 [1] - The UltraLITHKrF has already been successfully delivered to leading logic wafer manufacturers in China, showcasing the company's capability to expand into new product categories [1]

Group 1 - The core point of the article is that Shengmei Shanghai has two production plants in its Lingang factory area, with Plant A already in operation and nearing full capacity, while Plant B is expected to begin renovations this year [1] - Once both Plant A and Plant B are fully operational, the company anticipates an annual output value of 20 billion RMB [1]