合肥芯碁微电子装备股份有限公司（以下简称"公司"）第二届 监事会第十九次会议于 2025 年 8 月 27 日在公司会议室以现场结合通 讯的方式召开。本次会议由监事会主席董帅召集并主持，会议应出席 监事 3 名，实际出席监事 3 名。本次会议召开符合《公司法》等法律、 法规及《公司章程》的有关规定。 证券代码：688630 证券简称：芯碁微装 公告编号：2025-037 合肥芯碁微电子装备股份有限公司 本公司监事会及全体监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、准确性和完整性依 法承担法律责任。 一、监事会会议召开情况 （二）审议通过《关于公司 2025 年半年度募集资金存放与实际 使用情况的专项报告的议案》 二、监事会审议情况 （一）审议通过《关于公司 2025 年半年度报告及摘要的议案》 根据相关法律、法规、规范性文件的规定，公司编制了《合肥芯 碁微电子装备股份有限公司 2025 年半年度报告》及其摘要，对公司 经营情况、财务状况等方面进行了分析总结。 表决情况：3 票同意，0 票弃权，0 票反对；获全体监事一致通 过。 具体内容详见公司同日在上海证券交易所网站（ ...

Core Viewpoint - Review SEM devices are essential for defect analysis and process monitoring in semiconductor manufacturing, particularly as technology nodes shrink below 10nm, necessitating high-resolution imaging for accurate defect classification and analysis [2][5][19]. Industry Background and Development History - Review SEM is a critical tool in semiconductor manufacturing for defect analysis and process optimization, especially as optical defect detection devices face limitations in resolution [2]. - The evolution of Review SEM began in the early 1990s, transitioning from CD-SEM platforms to more automated systems capable of handling complex defect types as technology advanced [3][4]. - The demand for Review SEM surged with the introduction of more intricate multi-patterning structures in nodes below 90nm, leading to a systematic approach to defect analysis [3][5]. Technological Advancements - Key technological developments include low-voltage imaging to minimize sample damage, high-speed automated alignment, and AI-driven defect classification algorithms [6][7][9]. - Current mainstream devices achieve resolutions below 1nm and support low acceleration voltages (0.5–1.5kV), crucial for sensitive materials [7][20]. - Integration with inline process control systems is becoming a trend, allowing Review SEM to work in conjunction with other defect detection equipment [11][12]. Market Structure and Leading Manufacturers - The Review SEM market is highly concentrated, dominated by major players such as Applied Materials, Hitachi High-Technologies, and KLA, with Chinese manufacturers still in the early stages of development [13][28]. - The global market for Review SEM devices is projected to grow from $712 million in 2024 to $1.13 billion by 2031, with a CAGR of 7.06% from 2025 to 2031 [26]. Application Demand Trends - The expansion of wafer fabrication capacity, particularly in 12-inch logic factories and advanced packaging lines, is driving a rigid demand for Review SEM [14][15]. - The transition to EUV masks, which have low defect tolerance, is increasing the need for Review SEM as a standard detection tool [16][17]. - There is a rising demand for Review SEM in advanced packaging processes, indicating a new market expansion direction [18]. Future Development Trends - Review SEM is evolving from a passive inspection tool to an integrated, intelligent defect analysis platform, driven by the need for high precision in defect detection as technology nodes approach physical limits [19]. - The integration of AI for defect classification and image recognition is a key focus, with future developments expected to include unsupervised learning for unknown defect identification [21]. - Enhanced automation for defect positioning and real-time feedback mechanisms are essential for maintaining precision in defect analysis [22][23].

Core Viewpoint - Nanjing Jingsheng Equipment Co., Ltd. is planning to acquire a controlling stake in Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1][6]. Group 1: Company Overview - Jingsheng Equipment focuses on the research, production, and sales of semiconductor crystal growth equipment and is a key supplier in this field in China [3]. - The company has experienced rapid revenue growth, with projected revenues of 222 million yuan, 406 million yuan, and 425 million yuan from 2022 to 2024, marking an 83% revenue growth in 2023 [3]. Group 2: Financial Performance - Despite the revenue growth, the company's gross profit margin has been declining, with margins of 35.22%, 33.46%, and 26.07% over the same period [3]. Group 3: Acquisition Details - Beijing Weizhun, established in 2014, specializes in the development and production of semiconductor-level temperature, pressure, and vacuum intelligent control systems, which are essential for crystal growth furnaces [5][6]. - The acquisition aims to enhance Jingsheng's high-end crystal growth furnace capabilities by integrating intelligent control systems, reducing external procurement costs, and shortening certification cycles [6]. Group 4: Project Delays - Jingsheng Equipment's IPO fundraising projects have faced delays and changes in location, particularly the semiconductor crystal growth equipment testing facility, which has only seen a 4.29% progress in cumulative investment as of the end of last year [8][9]. - The company attributed these delays to temporary adjustments in downstream application fields and supply-demand mismatches in the semiconductor industry [11].

Core Insights - Aehr Test Systems, Inc. (NASDAQ: AEHR) has experienced an 85% increase in its share price due to receiving two follow-on orders for Sonoma packaged part burn-in systems from a leading AI company [1] Company Summary - Aehr Test Systems has secured significant orders that indicate strong demand for its products in the AI sector [1] - The company's recent performance reflects a positive market response and potential growth opportunities in the technology space [1]

Core Insights - ASML Holding N.V. (NASDAQ: ASML) has experienced significant volatility in its share price, notably underperforming compared to the S&P 500 index [1] - The author emphasizes a strong background in IT and fundamental analysis, which has contributed to a confident approach in investment decisions [1] - The intention is to provide clear and accessible insights for investors of all experience levels, focusing on technology stocks and broader economic sectors [1] Company Performance - The stock has notably underperformed relative to the S&P 500 index since the last bullish writeup [1] - The volatility in ASML's share price indicates potential challenges in the current market environment [1] Investment Perspective - The author expresses a commitment to sharing insights and contributing to the investor community through detailed analysis [1] - The focus is on uncovering promising investment opportunities across various sectors, not limited to technology [1]

Core Viewpoint - The construction of the semiconductor packaging and testing equipment R&D center by LianDong Technology has been delayed until December 31, 2026, due to the rapid evolution of the semiconductor market landscape and technology routes, necessitating dynamic adjustments in R&D direction and project content [1] Investment Project Summary - As of June 30, 2025, the project has utilized 147.661 million yuan, which accounts for 58.23% of the planned total investment [1] - An additional 105.9432 million yuan is required for subsequent construction [1]

8月25日，盛美上海涨7.24%，成交额21.70亿元。两融数据显示，当日盛美上海获融资买入额2.76亿 元，融资偿还1.84亿元，融资净买入9137.56万元。截至8月25日，盛美上海融资融券余额合计4.94亿 元。 融资方面，盛美上海当日融资买入2.76亿元。当前融资余额4.92亿元，占流通市值的0.74%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，盛美上海8月25日融券偿还1010.00股，融券卖出4162.00股，按当日收盘价计算，卖出金额 63.47万元；融券余量1.26万股，融券余额192.61万元，超过近一年90%分位水平，处于高位。 资料显示，盛美半导体设备(上海)股份有限公司位于中国(上海)自由贸易试验区丹桂路999弄5、6、7、8 号全幢，成立日期2005年5月17日，上市日期2021年11月18日，公司主营业务涉及半导体专用设备的研 发、生产和销售。主营业务收入构成为：销售商品99.72%，提供服务0.28%。 截至6月30日，盛美上海股东户数1.17万，较上期减少7.31%；人均流通股37360股，较上期增加7.89%。 2025年1月-6月，盛美上海实现营业收入32. ...

Core Viewpoint - Jing Sheng Co., Ltd. is planning to acquire a controlling stake in Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [1][2]. Group 1: Transaction Details - The transaction is currently in the planning stage, and the valuation of Beijing Weizhun has not been finalized as of the announcement date [2][3]. - The company has signed a "Share Acquisition Intent Agreement" with the major shareholders of the target company, intending to purchase the controlling stake held by the transaction parties [3][4]. - The specific terms of the transaction, including the final price, will be determined based on an evaluation report from a qualified assessment agency [4]. Group 2: Company Background - Beijing Weizhun was established in February 2014 with a registered capital of 15.8824 million yuan and has developed a complete system for R&D, production, sales, and service [3]. - The company has provided production testing services for several mainstream mobile phone brands, with millions of devices serviced since its inception [3]. - Beijing Weizhun has introduced leading products in the industry, including the 4G product T6290D in 2018 and the 5G product T6290E in 2019, and has achieved over 2000 large-scale applications by 2021 [3]. Group 3: Industry Position - Jing Sheng Co., Ltd. is a key player in the semiconductor equipment sector, providing customized products such as semiconductor-grade single crystal silicon furnaces and silicon carbide single crystal furnaces [4]. - The company's core products, including semiconductor-grade single crystal silicon furnaces and silicon carbide single crystal furnaces, account for a significant portion of its main business revenue [4]. - The company has achieved mass production of 28nm process technology and is one of the few domestic companies to realize mass production of 8-inch silicon carbide single crystal furnaces, supplying major clients like BYD and Sanan Optoelectronics [4].

Group 1 - The core viewpoint is that there is a significant inflow of funds into semiconductor equipment assets, with a net inflow of 9 million units into the semiconductor equipment ETF (159516) [1] - Longjiang Securities indicates that the domestic substitution rate for semiconductor equipment and materials remains low, with projected revenue from listed semiconductor equipment companies accounting for 22.4% of semiconductor equipment sales (excluding imported lithography machines) in 2024, while materials will account for 30.7% [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which includes listed companies involved in the manufacturing of semiconductor materials and equipment, reflecting the level of domestic self-sufficiency in core materials and equipment [1] Group 2 - As of August 22, 2025, the scale of the semiconductor equipment ETF is 3.335 billion, ranking first among six similar products [2]

Group 1 - The core viewpoint of the news is that 矽电股份 (Silicon Electric Co., Ltd.) experienced a stock price increase of 6.37% on August 22, with a trading volume of 517 million yuan, despite a net financing outflow of 11.93 million yuan on the same day [1] - As of August 22, the total margin trading balance for 矽电股份 was 134 million yuan, which represents 7.22% of its circulating market value [1] - The company specializes in the research, production, and sales of semiconductor equipment, with its main revenue sources being 55.26% from die probe stations, 36.27% from wafer probe stations, and 8.47% from other products [1] Group 2 - As of March 31, the number of shareholders for 矽电股份 was 14,900, a decrease of 28.61% from the previous period, while the average circulating shares per person increased by 40.07% to 700 shares [2] - For the first quarter of 2025, 矽电股份 reported a revenue of 92.37 million yuan, a year-on-year decrease of 0.51%, and a net profit attributable to shareholders of 11.50 million yuan, down 17.86% year-on-year [2] Group 3 - Since its A-share listing, 矽电股份 has distributed a total of 39.97 million yuan in dividends [3]