Core Viewpoint - 京仪装备's stock price dropped by 5.08% to 102.03 CNY per share, with a trading volume of 715 million CNY and a turnover rate of 5.50%, resulting in a total market capitalization of 17.141 billion CNY [1] Company Overview - Beijing Jingyi Automation Equipment Technology Co., Ltd. was established on June 30, 2016, and listed on November 29, 2023. The company is primarily engaged in the research, production, and sales of semiconductor specialized equipment [1] - The main products include semiconductor specialized temperature control equipment (Chiller), semiconductor specialized process waste gas treatment equipment (Local Scrubber), and wafer transfer equipment (Sorter) [1] - Revenue composition: semiconductor specialized temperature control equipment accounts for 61.33%, semiconductor specialized process waste gas treatment equipment 29.84%, spare parts and supporting equipment 4.10%, wafer transfer equipment 2.72%, maintenance and repair services 1.96%, and waste income 0.04% [1] Shareholder Analysis - 东方基金's fund, 东方人工智能主题混合A (005844), is among the top ten circulating shareholders of 京仪装备, having increased its holdings by 467,400 shares to a total of 1.952 million shares, representing 1.91% of circulating shares [2] - The fund has incurred an estimated floating loss of approximately 10.6581 million CNY [2] - 东方人工智能主题混合A has a total asset size of 553 million CNY and has achieved a year-to-date return of 56.81% [2] Fund Performance - The fund manager of 东方人工智能主题混合A is 严凯, who has been in the position for 5 years and 155 days, with a total asset size of 4.421 billion CNY [3] - The best fund return during his tenure is 67.31%, while the worst is -15.44% [3] Top Holdings - Another fund, 东方专精特新混合发起式A (015765), has reduced its holdings in 京仪装备 by 7,000 shares to 15,400 shares, which constitutes 5.08% of the fund's net value [4] - This fund has an estimated floating loss of about 84,300 CNY [4] - 东方专精特新混合发起式A has a total asset size of 11.4723 million CNY and has achieved a year-to-date return of 45.07% [4]

Core Viewpoint - Beijing Jingyi Automation Equipment Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by strong demand in the semiconductor equipment market [3][4]. Financial Performance - Revenue for the first half of 2025 reached approximately 734.64 million RMB, a 45.38% increase compared to 505.33 million RMB in the same period last year [3]. - Total profit amounted to approximately 95.99 million RMB, reflecting a 9.02% increase from 88.05 million RMB year-on-year [3]. - Net profit attributable to shareholders was approximately 90.00 million RMB, up 12.84% from 79.77 million RMB in the previous year [3]. - The company's net assets increased by 3.33% to approximately 2.14 billion RMB, while total assets grew by 9.34% to approximately 4.42 billion RMB [4]. Industry Overview - The company operates in the semiconductor equipment manufacturing sector, focusing on specialized equipment such as temperature control devices, process gas treatment equipment, and wafer transfer equipment [5][6]. - The semiconductor equipment market is experiencing growth due to increased investments in semiconductor manufacturing and a rising demand for domestic equipment as the industry shifts towards localization [5][6]. - The company's products are essential for various semiconductor manufacturing processes, including etching, ion implantation, diffusion, and chemical mechanical polishing [5][6]. Business Model - The company primarily generates revenue through the research, production, and sales of semiconductor specialized equipment [5][6]. - The procurement process involves a diverse range of raw materials, with a focus on maintaining long-term relationships with qualified suppliers [9][10]. - The company emphasizes independent research and development, having obtained a total of 376 patents, including 107 invention patents, showcasing its commitment to innovation [13][14]. Competitive Advantage - The company has established itself as a leader in the domestic market for semiconductor specialized equipment, with a focus on core technology development and innovation [14]. - Its products are widely used in major domestic integrated circuit manufacturing lines, including those of Yangtze Memory Technologies, SMIC, and Intel [13][14]. - The company has received multiple awards for its technological advancements and contributions to the semiconductor industry, reinforcing its competitive position [13].

Core Viewpoint - The company, Shengjian Technology, has shown a positive stock performance with a recent price of 27.59 yuan, reflecting a 1.51% increase from the previous trading day, indicating investor confidence in its growth potential [1] Group 1: Business Overview - The company focuses on the semiconductor auxiliary equipment and core components sector, with product lines that include vacuum equipment, process waste gas treatment equipment, and temperature control devices [1] - In the electronic chemical materials segment, the company has developed etching solutions and stripping solutions, establishing a business loop from new liquid manufacturing to waste liquid regeneration [1] Group 2: Recent Achievements - The company recently received three honors at the 2025 International Display Technology Innovation Awards, including a gold award for dry vacuum pumps in the display equipment innovation category, a silver award for semiconductor-specific temperature control equipment, and a silver award for new display copper film and barrier layer etching solutions in the display materials innovation category [1] - The company's ESG rating has been upgraded to AA level by two authoritative institutions, marking a significant breakthrough in sustainable development [1]

Group 1 - The 2025 China (Shanghai) International Display Industry Summit Forum was recently held in Shanghai, where Shengjian Technology Co., Ltd. received multiple awards at the 2025 International Display Technology Innovation Awards [1] - Shengjian Technology's dry vacuum pump won the Gold Award for Display Equipment Innovation, while its semiconductor-specific temperature control equipment won the Silver Award for Display Equipment Innovation, and its new display copper film etching liquid won the Silver Award for Display Materials Innovation [1] - Shengjian Technology is actively building a platform for advanced semiconductor auxiliary equipment and core components, with products including Roots pumps and claw pumps for vacuum equipment, and temperature control equipment with a precision of ±0.1℃ [1] Group 2 - At the forum, the Deputy General Manager of Shengjian Technology shared insights on "Innovation in Wet Process Chemicals," highlighting the company's rich project experience and deep technical accumulation in chemical supply systems and waste liquid recycling systems [2] - Shengjian Technology aims to promote semiconductor chemical recycling technology and service solutions, focusing on the research, preparation, production, and customer validation of electronic chemical materials, aligning with green development principles [2] - The company has accumulated years of experience in the semiconductor display field and is committed to enhancing its independent innovation capabilities to inject green technology into the sustainable development of the industry [2]

Core Viewpoint - The "Bay Chip Award" is a prestigious recognition in the semiconductor industry, focusing on the entire semiconductor supply chain, aiming to honor outstanding contributions in technology breakthroughs, product innovation, and ecosystem building [1][49]. Group 1: Award Overview - The Bay Chip Award is established by the Bay Area Semiconductor Industry Ecosystem Expo Committee, highlighting the achievements of domestic and international companies in the semiconductor sector [1][49]. - The award ceremony will take place on October 15, 2025, in Shenzhen, gathering top industry players to celebrate excellence [49][77]. Group 2: Participating Companies - As of July 23, 2025, 115 industry leaders have registered for the award, showcasing strong industry presence [1]. - Notable participating companies include: - Ningbo Jiangfeng Electronic Materials Co., Ltd., a leading supplier of ultra-pure materials for semiconductor manufacturing, achieving significant breakthroughs in technology and production [4]. - Suzhou Nordson Electronic Equipment Co., Ltd., part of Nordson Corporation, which generates over $2.1 billion in annual revenue and provides comprehensive testing and inspection solutions for semiconductor clients [6]. - Beijing Jingyi Automation Equipment Technology Co., Ltd., specializing in high-end semiconductor equipment, including temperature control and wafer handling devices [12]. Group 3: Industry Contributions - Companies like Tianjin Green Ling Gas Co., Ltd. have over 20 years of experience in producing high-purity electronic specialty gases, significantly contributing to the semiconductor manufacturing process [14]. - Shanghai Huanming Supply Chain Co., Ltd. focuses on integrated circuit supply chain services, establishing logistics centers across 17 cities to support the semiconductor industry [17]. - Shenzhen Anke Technology Co., Ltd. is recognized for its innovative semiconductor testing technology, enhancing testing efficiency and reducing costs for clients [24]. Group 4: Award Categories - The award includes several categories such as: - Enterprise Award, recognizing companies with core technologies and continuous innovation capabilities [53]. - Technology Innovation Award, honoring entities with leading technologies and significant industry impact [55]. - Industry Service Award, acknowledging contributions to the semiconductor supply chain and innovative financial services [59].

Group 1 - The Bay Area Semiconductor Award (湾芯奖) is a prestigious recognition event focusing on the entire semiconductor industry chain, aiming to honor outstanding contributions in technology breakthroughs, product innovation, and ecosystem building [1][49] - As of July 23, 115 industry leaders have registered for the award, highlighting the competitive nature of the event [1] - The award ceremony will take place from October 15 to 17, 2025, at the Shenzhen Convention Center, gathering top players in the semiconductor industry [47][77] Group 2 - Ningbo Jiangfeng Electronic Materials Co., Ltd. specializes in ultra-pure materials for semiconductor manufacturing, achieving significant technological breakthroughs and becoming a major supplier for global leading wafer manufacturers [4] - Suzhou Nordson Electronic Equipment Co., Ltd. is part of Nordson Corporation, which has over $2.1 billion in annual revenue and provides comprehensive testing and inspection solutions for SMT and semiconductor clients [6] - Zhihua Machinery (Shanghai) Co., Ltd. focuses on high-precision manufacturing equipment for the semiconductor and electronic components industries, utilizing advanced technologies [8] Group 3 - Guangwei Semiconductor Materials (Ningbo) Co., Ltd. produces advanced semiconductor target materials, entering the TSMC 3nm supply chain and supplying well-known wafer fabs [10] - Beijing Jingyi Automation Equipment Technology Co., Ltd. manufactures high-end equipment for the semiconductor industry, including temperature control devices and wafer handling equipment [12] - Tianjin Greenling Gas Co., Ltd. is a leading producer of high-purity electronic specialty gases, with over 20 years of experience in the industry [14] Group 4 - Canxin Semiconductor (Shanghai) Co., Ltd. offers customized chip solutions and aims to provide high-value, differentiated solutions for clients [16] - Shanghai Hongming Supply Chain Co., Ltd. is a leader in supply chain services for the semiconductor industry, with logistics centers across 17 cities [17] - Shenzhen Anke Technology Co., Ltd. specializes in semiconductor testing and programming equipment, enhancing testing efficiency for clients [24] Group 5 - Fujian Del Technology Co., Ltd. focuses on fluorine chemical materials and semiconductor wet electronic chemicals, with a registered capital of 1.039 billion yuan [29] - Zhejiang Fulede Quartz Technology Co., Ltd. produces high-purity quartz products for semiconductor applications, established in October 2020 [31] - Shenzhen Zhuoxing Semiconductor Technology Co., Ltd. specializes in high-precision semiconductor mounting equipment, leveraging over 20 years of industry experience [41]

不稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了解科 创板的投资风险及本公司所披露的风险因素，审慎作出投资决定。 北京京仪自动化装备技术股份有限公司 北京市北京经济技术开发区凉水河二街 8 号院 14 号楼 A 座 首次公开发行股票并在科创板上市 招股说明书 （注册稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正 保荐人（主承销商） 本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险高、业绩 式公告的招股说明书作为投资决定的依据。 中国（上海）自由贸易试验区商城路 618 号 北京京仪自动化装备技术股份有限公司 招股说明书 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 招股说明书 目 录 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自 ...

创板的投资风险及本公司所披露的风险因素，审慎作出投资决定。 北京京仪自动化装备技术股份有限公司 北京市北京经济技术开发区凉水河二街 8 号院 14 号楼 A 座 首次公开发行股票并在科创板上市 招股说明书 （上会稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正 式公告的招股说明书作为投资决定的依据。 保荐人（主承销商） 中国（上海）自由贸易试验区商城路 618 号 本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险高、业绩 不稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了解科 北京京仪自动化装备技术股份有限公司 招股说明书 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价 ...