证券代码：688661 证券简称：和林微纳 编号：2026-001 苏州和林微纳科技股份有限公司 关于拟购买土地使用权并投资建设项目的公告 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、准确性和完整性依法承担法律责任。 重要内容提醒： 一、项目投资概述 （一）本次投资的基本情况 ● 交易内容：苏州和林微纳科技股份有限公司（以下简称"和林微纳"或"公司"）拟开展"和林微纳手机 光学镜头组件及半导体封测业务扩产项目" ● 投资金额：不超过76,050万元 ● 资金来源：包括但不限于自有资金、银行贷款或其他符合法律法规规定的方式，公司将根据实际资金 情况实施进度进行合理规划调整 ● 本次投资事项已经2026年1月5日召开的第三届董事会第六次会议审议通过，待股东会审议通过后生 效。本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》所规定的重大资产重组情 形。 ● "和林微纳手机光学镜头组件及半导体封测业务扩产项目"为Mems光学精微零组件业务及半导体芯片 FT测试探针业务，以上项目为公司已有业务不涉及开展新业务。 ● 相关风险提示： 1、本次拟购买 ...

格隆汇1月5日丨和林微纳(688661.SH)公布，公司于2026年1月5日召开了第三届董事会第六次会议，审 议通过了《关于拟购买土地使用权并投资建设项目的议案》，同意公司开展"和林微纳手机光学镜头组 件及半导体封测业务扩产项目"。董事会同意授权公司经营管理层具体负责购买土地使用权及项目建设 相关事宜，该事项待股东会审议通过后生效。 Mems光学精微零组件及半导体芯片测试探针业务扩产新建项目旨在通过扩产和新建生产设施，提升企 业Mems光学精微零组件及半导体芯片测试探针的产能和市场竞争力，满足日益增长的市场需求。项目 选址位于昆仑山路北/金沙江路东，地理位置优越，靠近主要交通干线，便于原材料采购、产品运输和 人才引进。项目占地面积约50亩，总建筑面积约91,493.48平方米,项目分为前期准备、主体施工、设备 安装调试及试生产三个阶段。项目建设采用自建模式，根据市场需求和资金到位情况实施，以确保灵活 性和可持续性。投资金额不超过76,050万元。 ...

Mems光学精微零组件及半导体芯片测试探针业务扩产新建项目旨在通过扩产和新建生产设施，提升企 业Mems光学精微零组件及半导体芯片测试探针的产能和市场竞争力，满足日益增长的市场需求。项目 选址位于昆仑山路北/金沙江路东，地理位置优越，靠近主要交通干线，便于原材料采购、产品运输和 人才引进。项目占地面积约50亩，总建筑面积约91,493.48平方米,项目分为前期准备、主体施工、设备 安装调试及试生产三个阶段。项目建设采用自建模式，根据市场需求和资金到位情况实施，以确保灵活 性和可持续性。投资金额不超过76,050万元。 格隆汇1月5日丨和林微纳(688661.SH)公布，公司于2026年1月5日召开了第三届董事会第六次会议，审 议通过了《关于拟购买土地使用权并投资建设项目的议案》，同意公司开展"和林微纳手机光学镜头组 件及半导体封测业务扩产项目"。董事会同意授权公司经营管理层具体负责购买土地使用权及项目建设 相关事宜，该事项待股东会审议通过后生效。 ...

1月5日，和林微纳涨5.02%，截至发稿，报54.36元/股，成交1.03亿元，换手率1.27%，总市值82.57亿 元。 截至发稿，夏浩洋累计任职时间4年232天，现任基金资产总规模152.23亿元，任职期间最佳基金回报 84.99%， 任职期间最差基金回报-28.15%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金重仓和林微纳。广发中证2000ETF（560220）三季度持有股数8328 股，占基金净值比例为0.65%，位居第四大重仓股。根据测算，今日浮盈赚取约2.17万元。 广发中证2000ETF（560220）成立日期2023年9月8日，最新规模6632.94万。今年以来收益40.27%，同 类排名1066/4189；近一年收益40.27%，同类排名1066/4189；成立以来收益49.51%。 广发中证2000ETF（560220）基金经理为夏浩洋。 资料显示，苏州和林微纳科技股份有限公司位于江苏省苏州市高 ...

Core Insights - The MEMS micro-nano manufacturing components industry is experiencing rapid growth due to increased penetration in consumer electronics, automotive electronics, industrial automation, and healthcare sectors, with the global market expected to reach 7.3 billion yuan by 2025 and 7.7 billion yuan by 2026 [1][5][10] Industry Definition and Classification - MEMS (Micro-Electro-Mechanical Systems) combines electronic and mechanical technologies to create devices at micro or nano scales, enabling smart and integrated systems [2][3] - Key components include sensors, acoustic modules, optical modules, pressure sensors, and inertial sensors, characterized by miniaturization, integration, and mass production [3][4] Current Industry Status - The MEMS micro-nano manufacturing components market is expanding, driven by technological advancements and increasing demand for miniaturized and intelligent devices [4][5] - The largest segment within this market is sensors, followed by acoustic modules, with significant growth projected in various subcategories [5] Industry Chain - The upstream of the MEMS industry includes high-grade metals, silicon-based materials, polymers, and precision equipment, with high technical barriers and reliance on imports for some high-end materials [6] - The midstream focuses on the production of MEMS components, characterized by high technology barriers and added value [6] - The downstream applications span aerospace, automotive, biomedical, and consumer electronics sectors [6] Competitive Landscape - The MEMS micro-nano manufacturing components market in China is primarily dominated by foreign companies, with domestic firms accelerating their efforts to replace imports and enhance core technologies [7] - Key players include AAC Technologies, Huazhong University of Science and Technology, Goertek, and others, with ongoing advancements in various segments [7][8] Development Trends - The MEMS industry is evolving towards micro-nano precision manufacturing of integrated functional components, emphasizing miniaturization, integration, and mass production [9][10] - Future growth is anticipated as technological advancements lower production costs and expand applications across various sectors, including IoT, consumer electronics, and automotive industries [10]

Core Viewpoint - The company, Helin Weina, is engaged in the semiconductor chip testing probe industry, focusing on high-end process chip testing, particularly for high pin count, high current, and high frequency characteristics [1] Group 1 - The company has been asked by investors about its application in HBM (High Bandwidth Memory) chip production processes [1] - Helin Weina confirmed that its semiconductor chip testing probes are primarily used for mid-to-high-end process chip testing [1] - The company is currently inquiring about whether it has received bulk equipment orders [1]

Core Insights - The semiconductor test probe industry is crucial for chip design validation, wafer testing, and final product testing, serving as the core component for signal transmission between chips, wafers, and testing equipment [1][2] - In 2023, the global semiconductor industry experienced a decline, leading to a reduction in the semiconductor test probe market size to 9.8 billion yuan. However, a recovery is expected in 2024, with a projected growth of 12.2% to 11 billion yuan [7][10] - The market is dominated by CP (Chip Probing) testing, which is expected to reach 6.7 billion yuan in 2024, accounting for 60.9% of the market, while FT (Final Test) probes will hold a 32.7% share [9][10] Industry Overview - The semiconductor test probe industry is closely linked to the semiconductor market, with significant implications for product yield, cost control, and guidance for chip design and process improvements [1][2] - The industry is characterized by high manufacturing difficulty and stringent functional testing requirements, with major market players being foreign brands such as YOKOWO, ECT, IDI, and LEENO, while domestic companies include HeLin WeiNa, ZhongTan Probe, and RuZhong Intelligent [10][12] Market Trends - The global semiconductor market is projected to reach 635.1 billion USD in 2024, with a year-on-year growth of 19.8%, driven by the increasing demand for high-performance semiconductor products due to advancements in AI and digital economy [5][6] - China's semiconductor testing probe market is expected to grow to approximately 6.29 billion yuan in 2024, supported by the country's strong position in semiconductor packaging and testing technology [10] - Future trends indicate a sustained growth in semiconductor testing demand, driven by advancements in AI, cloud computing, and IoT, leading to increased complexity in testing requirements and the development of more precise probe technologies [12][13]

Group 1 - The core viewpoint of the news is that He Lin Wei Na's stock experienced a decline of 4.53% on November 21, with a trading volume of 106 million yuan, indicating a significant market reaction [1] - As of November 21, He Lin Wei Na's financing balance reached 283 million yuan, accounting for 4.43% of its market capitalization, which is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company reported a revenue of 679 million yuan for the first nine months of 2025, representing a year-on-year growth of 81.77%, and a net profit attributable to shareholders of 36.78 million yuan, which is a substantial increase of 447.10% year-on-year [2] Group 2 - He Lin Wei Na has distributed a total of 78.12 million yuan in dividends since its A-share listing, with 30.91 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for He Lin Wei Na was 8,841, a decrease of 0.93% from the previous period, while the average circulating shares per person increased by 0.94% to 17,152 shares [2] - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A holds 2.27 million shares, unchanged from the previous period, while Jin Ying Core Resource Mixed A increased its holdings by 61,000 shares to 933,100 shares [3]

Company Overview - He Lin Micro-Nano Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 18, 2012, with its listing date on March 29, 2021 [1] - The company specializes in the research, design, production, and sales of micro-precision electronic components and devices [1] Business Composition - The main business revenue composition includes: - Precision structural parts: 44.34% - Semiconductor chip testing probes: 32.73% - Micro shielding covers: 15.36% - Others: 5.08% - Waste revenue/rental: 1.66% - Micro connectors and components: 0.83% [1] Stock Performance - On November 5, the stock price of He Lin Micro-Nano increased by 5.14%, reaching 50.95 CNY per share, with a trading volume of 246 million CNY and a turnover rate of 3.27%, resulting in a total market capitalization of 7.739 billion CNY [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in He Lin Micro-Nano, specifically the GF CSI 2000 ETF (560220), which held 8,328 shares, accounting for 0.65% of the fund's net value, making it the fourth-largest holding [2] - The GF CSI 2000 ETF was established on September 8, 2023, with a latest scale of 66.3294 million CNY and has achieved a year-to-date return of 36.32% [2] Fund Manager Performance - The fund manager of GF CSI 2000 ETF, Xia Haoyang, has a total asset scale of 15.223 billion CNY, with a tenure of 4 years and 171 days, achieving the best fund return of 87.89% during his tenure [2]

Group 1 - The core viewpoint of the news is the performance and market position of HeLin WeiNa Technology Co., Ltd., which saw a stock price increase of 5.14% to 50.95 CNY per share, with a total market capitalization of 7.739 billion CNY [1] - HeLin WeiNa specializes in the research, design, production, and sales of micro-precision electronic components, with its main revenue sources being precision structural parts (44.34%), semiconductor chip testing probes (32.73%), and micro-shielding covers (15.36%) [1] - The company was established on June 18, 2012, and went public on March 29, 2021, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in HeLin WeiNa, with the Penghua Hongxin Mixed A Fund holding 6,794 shares, representing 1.87% of the fund's net value [2] - The Penghua Hongxin Mixed A Fund has a total scale of 11.9479 million CNY and has achieved a year-to-date return of 6.7% [2] - The fund manager, Xiao Jia Qian, has been in position for 6 years and 183 days, with the best fund return during this period being 85.02% [3]