新华财经上海2月27日电 （谷青竹） 临港集团27日在上海漕河泾会议中心举行2026年首批重点产业项目签约仪式。45个高能级、高成长性项目的集中落地， 为临港集团全年招商工作带来良好开局，也为上海高端产业发展和区域产业能级提升注入强劲动能。此次签约，既是临港集团深化招商机制改革的阶段性成 果体现，也是贯彻落实2026年上海市优化营商环境大会精神的具体实践。 聚焦前沿赛道，重大项目集群式落地 遵循"招大引强、招新引优、招链引群"的精准招商导向，本次签约项目涵盖集成电路、人工智能、生物医药、航空航天、新能源汽车、高端智能制造、现代 服务业等重点产业领域。 一批优质项目落户临港新片区。例如：诺瓦聚变将在临港产业区投资建设小型模块化核聚变反应堆（FRC-SMR）研发及商业化项目，填补上海在FRC技术 路线核聚变产业布局的空白，助力上海建设具有全球影响力的聚变能源创新高地。上海三角航空科技有限公司计划在临港新片区大飞机园投资10亿元，服务 C919及后续系列大飞机产业配套，构建大飞机全产业链支撑体系。落户临港科技城的匠岭科技则致力于打造全球领先的半导体量检测设备公司，目前已攻 克"关键薄膜量测"等技术难关，核心产品得到 ...

继光刻、刻蚀、薄膜沉积后的第四大赛道。 作者 | 贝壳XY 编辑 | 小白 在全球半导体产业链加速重构的背景下，半导体设备国产替代已从"可选项"转为"必选项"。近几年， 面对外部技术封锁与供应链风险，国内晶圆厂对本土设备的验证意愿和采购力度空前提升，一批国产 设备企业由此迎来历史性机遇。 根据SEMI报告，2024年我国大陆地区半导体设备销售额达到495.5亿美元，同比增长35.2%，自2020 年以来连续五年成为全球第一大半导体设备市场。 就在2026年初，一家深耕半导体量检测设备的国产厂商——中科飞测（688361.SH）交出了一份不俗 的成绩单： 2025年预计营收19.5亿元至21.5亿元，同比高增41.27%至55.75%；归母净利润约4800万元至7200万 元，虽然规模不大，但实现扭亏为盈，释放出向好的信号。 继光刻、刻蚀、薄膜沉积后的第四大赛道 在了解中科飞测之前，我们先来看看什么是半导体量检测设备。 在芯片制造这个精密领域，一片晶圆要经历上千道工序。任何一道工序出现微小的偏差，比如一个纳 米级的颗粒污染、一层薄膜厚度不均，都可能导致整片晶圆报废，且随着制程中每缩小一代节点，工 艺中产生的致命 ...

以基本面为基础，专注于趋势交易 以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 入选核心资产的逻辑： 当半导体先进制程从 28nm 向 14nm 、 7nm 甚至 3nm 推进时，"芯片质量守门人"——半导体量检测设备 的价值正被重新定义。中科飞测凭借 10nm 级检测精度、覆盖 70% 市场的产品矩阵，以及 2025Q3 超 13.6 亿元的订单储备，已从"技术突破者"成长为国产替代的核心标的。 格隆汇交易学苑 . 回看 2025 年 A 股市场，被投资者称为 " 易中天 " 的三家公司 —— 新易盛、中际旭创、天孚通信 。 他们股价的大涨源于三个因素：处于高景气度赛道 + 先进技术 + 客户粘性。而中科飞测同样也具备相似的核 心逻辑。即，国家半导体产业的设备替代 + 技术壁垒 + 订单粘性。 三大核心逻辑 01 第一，检测设备低国产化率。 半导体量检测设备是芯片制造全流程的 "刚需环节"——从晶圆制造到先进封装，每一步工艺都需要检测缺 陷、量测参数，以保证良率。 根据 QYResearch 数据， 2023 年全球市场规模已达 152.9 亿美元， 2030 年将增至 277.6 亿美元， 2024-20 ...

入选核心资产的逻辑： 当半导体先进制程从 28nm 向 14nm 、 7nm 甚至 3nm 推进时， " 芯片质量守门人 "—— 半导体量检测设备的价值 正被重新定义。中科飞测凭借 10nm 级检测精度、覆盖 70% 市场的产品矩阵，以及 2025Q3 超 13.6 亿元的订单 储备，已从 " 技术突破者 " 成长为国产替代的核心标的。 回看2025年A股市场，被投资者称为"易中天"的三家公司——新易盛、中际旭创、天孚通信。 他们股价的大涨源于三个因素：处于高景气度赛道+先进技术+客户粘性。而中科飞测同样也具备相似的核心逻辑。 即，国家半导体产业的设备替代+技术壁垒+订单粘性。 01 三大核心逻辑 第一，检测设备低国产化率。 半导体量检测设备是芯片制造全流程的"刚需环节"——从晶圆制造到先进封装，每一步工艺都需要检测缺陷、量测参 数，以保证良率。 根据QYResearch数据，2023年全球市场规模已达152.9亿美元，2030年将增至277.6亿美元，2024-2030年复合增长率 8.1%；而中国大陆市场受益于"东数西算"工程与晶圆厂扩产，2020-2024年复合增速高达27.73%，是全球增速的3倍以 ...

精测电子公告，预计2025年度净利润为8000万元—9000万元，上年同期亏损9759.85万元。预计扣除非 经常性损益后的净利润为2165.7万元—3165.7万元，上年同期亏损1.59亿元。报告期内，公司紧抓半导 体设备国产化替代的关键窗口期，持续巩固并提升在半导体量检测领域的国内领先地位，进一步加大了 对先进制程领域（14nm及以下）的研发投入和产品布局。 ...

Summary of Semiconductor Measurement Equipment Conference Call Industry Overview - The domestic semiconductor measurement equipment market is close to 40 billion RMB, with a localization rate below 20% [1][2] - KLA, a US company, holds a market share of 70-80%, indicating significant potential for domestic alternatives [1][2] Key Companies - **Zhongke Feimeng**: Focuses on dark field defect detection equipment, primarily serving storage clients [1][2] - **Jingce Technology**: Specializes in bright field defect detection equipment, targeting logic clients [1][2] Market Segmentation - Defect detection accounts for approximately 60% of the market, while size measurement constitutes about 30% [1][2] - Nano-level defect detection (both bright and dark field) represents the highest technical barrier and demand [1][2] Financial Performance and Projections - KLA's net profit margin is between 35-36%, significantly higher than competitors like Applied Materials and Lam Research, which have margins around 25-30% [3] - Domestic leading companies are expected to reach profit margins of around 30%, potentially generating about 12 billion RMB in profits from the 40 billion RMB market [3] - The total market capitalization for this sector could reach approximately 480 billion RMB [3] Growth Drivers - Logic chips and foundry demand contribute 60% of the semiconductor equipment industry's revenue, with TSMC's advanced process demand growing rapidly [4] - TSMC has increased capital expenditures, positively impacting equipment suppliers like KLA [4][5] Domestic Market Dynamics - Domestic companies like Zhongke Feimeng and Jingce Technology are entering a rapid growth phase, driven by increased capital expenditures from clients like SMIC and Changchun [6][7] - The competitive landscape is favorable, with both companies targeting different customer segments and experiencing growth [7] Investment Insights - Jingce Technology is currently viewed as having a higher cost-performance ratio due to significant market expectation discrepancies and a lack of sufficient attention [8] - Recent orders from storage and advanced logic clients indicate a substantial turning point for Jingce Technology, suggesting continued order fulfillment and acceleration [8] - The combined market capitalization of both companies is close to 100 billion RMB, with substantial growth potential compared to the overall market [8]

Market Overview - The main board saw significant gains with notable stocks such as Bona Film Group (+10.05%), Liang Micro (+10.01%), and Changfei Fiber (+10.00%) leading the charge [1] - The ChiNext board also performed well, with Hongrid (+13.32%) and Dongtian Micro (+8.24%) among the top gainers [1] - The Sci-Tech Innovation board was led by C Moore-U (+16.98%) and Xingfu Electronics (+12.79%) [1] - Active sub-industries included SW Communication Cables and Accessories (+3.86%) and SW Film and Animation Production (+2.61%) [1] Domestic News - Semiconductor Investment Alliance: Jingce Electronics announced that its subsidiary has signed multiple sales contracts with a total value of 433 million yuan over the past twelve months [1] - China Mobile's 5G expansion procurement results revealed that all selected vendors' equipment will utilize domestically produced CPUs, marking the first large-scale application of domestic CPUs in 5G base stations [1] - Yunguang Technology completed a Series A financing round to initiate the construction of a 12-inch silicon-based OLED production line, expected to yield approximately 6 million 12-inch wafers annually [1] - Lichong Group signed a procurement agreement with Weijing Intelligent for humanoid robot components, with an estimated contract value of 75 million yuan for 5,000 sets [1] Company Announcements - Medica announced plans to introduce strategic investors through its subsidiary, enhancing its financial strength and core competitiveness [2] - 37 Interactive Entertainment's subsidiary plans to invest up to $200,000 in the Lighthouse Founders' Fund, which focuses on AI and related technology sectors [2] - Taiji Industry's subsidiary intends to transfer accounts receivable worth up to $85 million to a bank [2] - Qilin Security received government subsidies totaling 540,140 yuan, related to its revenue [2] International News - Sondiale SA secured $4.75 million from the U.S. International Development Finance Corporation for the development of a polysilicon factory in Tanzania, with a total investment of approximately $870 million [2] - Imec successfully demonstrated the use of extreme ultraviolet (EUV) lithography for fabricating solid-state nanopores, a significant step towards low-cost mass production [2] - The international DRAM market showed stable prices, with DDR4 16Gb prices increasing by 1.59% while other prices remained relatively stable [2] - Samsung Display has signed orders with major OLED equipment companies, including Cannon Tokki, to begin full-scale production next year [2]

Core Viewpoint - The announcement by Jingce Electronics indicates that its subsidiary, Shanghai Jingce Semiconductor Technology Co., Ltd., has signed multiple sales contracts with a single counterparty, totaling approximately 432.57 million yuan, primarily for semiconductor measurement equipment [1][3]. Group 1: Contract Details - The contracts include products such as film thickness series, OCD equipment, and electron beam equipment, mainly used in advanced storage and HBM-related fields [3]. - The total contract amount is 432,574,120.24 yuan, and the contracts will take effect upon signing by both parties [3]. - The company states that these contracts are part of routine business operations and do not constitute related party transactions or significant asset restructuring as per regulations [3][4]. Group 2: Customer and Risk Assessment - The customer involved has a good credit status and the ability to fulfill the contract, with controllable performance risks, and there is no related party relationship between the customer and the company [3][4]. - The signing of these contracts reflects a deepening cooperation based on a solid existing relationship, enhancing the customer's recognition of the company's product performance and service capabilities [4]. Group 3: Business Impact - Successful execution of these contracts is expected to strengthen the company's market position in the semiconductor measurement equipment sector and contribute to the performance of related product lines [3][4]. - The company emphasizes that the fulfillment of these contracts will not affect its business independence and will not create dependency on a single customer [4].

Group 1 - Jinggong Technology signed a sales contract with Hubei Yuchuang worth 729 million yuan, accounting for 42.16% of the company's audited revenue for 2024 [1] - Heshun Electric is expected to win a bid for a State Grid procurement project worth 107 million yuan, representing 24.97% of the company's 2024 revenue [2] - Yongmaotai plans to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy materials [3] Group 2 - Longi Green Energy announced the termination of its plan to issue global depositary receipts abroad, stating it will not significantly impact its operations [4] - Bai Ao Intelligent is expected to win bids for projects totaling 27.5 million yuan [5] - Lian Biological is planning a change of control and asset purchase, leading to a temporary suspension of its stock [6] Group 3 - Bo Rui Communication intends to acquire 51% of Meijing Technology for 66.49 million yuan [7] - Huitai Medical plans to repurchase shares worth 200 to 250 million yuan for employee stock ownership plans [8] - Yifang Biological is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] Group 4 - Jiuqiang Biological's shareholders signed an agreement for the transfer of 5% of the company's shares to China National Pharmaceutical Investment [11] - Songcheng Performing Arts plans to repurchase shares worth 100 to 200 million yuan for capital reduction [12] - Zhonghong Medical's subsidiary is expected to be selected for a centralized procurement project in Jiangxi Province [13] Group 5 - Xingfu Electronics plans to invest 480 million yuan in a new electronic-grade phosphoric acid project [14] - Jiaao Environmental Protection's stock will be subject to risk warnings due to an administrative penalty [15] - ST Nuotai received a drug registration certificate for a new injection [16] Group 6 - Haimo Technology plans to sell its controlling subsidiary, Xian Sitian Instrument, for 370 million yuan [17] - Jingce Electronics signed multiple sales contracts with a single customer totaling 433 million yuan [18] - Donghua Testing's controlling shareholder plans to reduce its stake by up to 1.99% [19][20] Group 7 - Xingqi Eye Medicine completed the first subject enrollment for a Phase II clinical trial of its eye drop product [21] - Kute Intelligent's controlling shareholder plans to reduce its stake by up to 2% [22] - Dongcheng Pharmaceutical's subsidiary received approval for a new specification of a heparin sodium injection [23] Group 8 - Zhaoyi Innovation is in the process of issuing H-shares and has received regulatory approval [24] - Aokang International's shareholder plans to reduce its stake by up to 3% [25] - Jiamei Packaging's controlling shareholder is planning a change of control, leading to a temporary stock suspension [26] Group 9 - ST Kevin's stock will have its risk warning lifted and will resume trading [27] - Zaiseng Technology's controlling shareholder plans to transfer 6.04% of the company's shares [28] - Lide New Energy's shareholder plans to reduce its stake by up to 1% [29] Group 10 - Srypu terminated its plan to acquire shares and will resume trading [30] - Longjiang Transportation's subsidiary plans to invest 2.679 billion yuan in a graphite mining project [31] - Haowei Group's controlling shareholder has not reduced its stake and has terminated the reduction plan [32] Group 11 - Huilun Crystal received an administrative penalty notice for information disclosure violations [33] - Haiguang Information terminated a major asset restructuring plan [34] - Zhongke Shuguang announced a cash dividend plan [35] Group 12 - Fushuo Technology's share purchase plan was approved by the Shenzhen Stock Exchange [36] - Dongbai Group's shareholder reduced its stake by 25.95 million shares [38]

Group 1 - Zhongke Shuguang announced the termination of the major asset restructuring plan involving Haiguang Information due to significant changes in market conditions and prolonged discussions, which will not adversely affect the company's operations and financial status [2] - Huilun Crystal's stock will be subject to risk warnings due to false records in its 2021 and 2022 annual reports, changing its trading name to "ST Huilun" [3] - SIRUI decided to terminate the acquisition of shares in Ningbo Aola Semiconductor, with its stock set to resume trading [4] Group 2 - ST Kevin's stock will resume trading after the removal of risk warnings, changing its name to "Caesar Culture" and adjusting the daily trading limit from 5% to 10% [5] - Jiamei Packaging announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [6] - Zai Sheng Technology's controlling shareholder plans to transfer 6.04% of the company's shares to Zhongrong Huaxin for a total price of 344 million yuan [7] Group 3 - Xingfu Electronics plans to invest 480 million yuan in a project to build a 40,000 tons/year electronic-grade phosphoric acid facility, expected to start construction on December 15, 2025 [8] - Jiaao Environmental Protection received an administrative penalty notice, leading to risk warnings on its stock, which will change its name to "ST Jiaao" [9] - Longi Green Energy decided to terminate its overseas issuance of Global Depositary Receipts (GDR) due to changes in external factors [10] Group 4 - Yingpais announced that its controlling shareholder plans to increase its stake in the company by 60 million to 120 million yuan [12] - Aokang International's shareholder plans to reduce its stake by up to 3% due to personal financial needs [13] - Shenzhou Information's controlling shareholder plans to reduce its stake by up to 2.95% [14] Group 5 - Bai'ao Intelligent is pre-bidding for a project worth 27.5 million yuan with a large state-owned company [16] - Jingce Electronics received orders for semiconductor testing equipment totaling approximately 433 million yuan [17] - ST Weihai, in a joint venture, won a bid for a smart agriculture project worth 652 million yuan, representing 26.27% of its audited revenue for 2024 [18]