格隆汇12月22日丨胜科纳米(688757.SH)在互动平台表示，公司可以为半导体产业链客户提供失效分 析、材料分析、可靠性分析等服务。目前不涉及军工级芯片的检测分析服务业务。 ...

截至9月30日，胜科纳米股东户数9036.00，较上期减少19.79%；人均流通股3878股，较上期增加 34.12%。2025年1月-9月，胜科纳米实现营业收入3.86亿元，同比增长31.22%；归母净利润5658.69万 元，同比增长3.59%。 分红方面，胜科纳米A股上市后累计派现8025.90万元。 责任编辑：小浪快报 融券方面，胜科纳米12月19日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量200.00股，融券余额5170.00元。 资料显示，胜科纳米(苏州)股份有限公司位于江苏省苏州工业园区朝前路9号，成立日期2012年8月17 日，上市日期2025年3月25日，公司主营业务涉及公司主营业务为半导体第三方检测分析,可以为半导体 产业链客户提供失效分析、材料分析、可靠性分析等检测分析服务。主营业务收入构成为：失效分析 (FA)64.04%，材料分析(MA)33.17%，可靠性分析(RA)2.63%，其他0.16%。 12月19日，胜科纳米涨0.15%，成交额3055.93万元。两融数据显示，当日胜科纳米获融资买入额511.74 万元，融资偿还210.2 ...

12月18日，胜科纳米涨0.47%，成交额2346.84万元。两融数据显示，当日胜科纳米获融资买入额276.04 万元，融资偿还207.61万元，融资净买入68.43万元。截至12月18日，胜科纳米融资融券余额合计 9366.61万元。 融资方面，胜科纳米当日融资买入276.04万元。当前融资余额9365.58万元，占流通市值的10.35%。 资料显示，胜科纳米(苏州)股份有限公司位于江苏省苏州工业园区朝前路9号，成立日期2012年8月17 日，上市日期2025年3月25日，公司主营业务涉及公司主营业务为半导体第三方检测分析,可以为半导体 产业链客户提供失效分析、材料分析、可靠性分析等检测分析服务。主营业务收入构成为：失效分析 (FA)64.04%，材料分析(MA)33.17%，可靠性分析(RA)2.63%，其他0.16%。 截至9月30日，胜科纳米股东户数9036.00，较上期减少19.79%；人均流通股3878股，较上期增加 34.12%。2025年1月-9月，胜科纳米实现营业收入3.86亿元，同比增长31.22%；归母净利润5658.69万 元，同比增长3.59%。 分红方面，胜科纳米A股上市后累计派现 ...

11月28日晚间，胜科纳米(苏州)股份有限公司(以下简称"胜科纳米")发布公告称，公司全资子公司胜科 纳米(青岛)有限公司(以下简称"青岛胜科")或青岛胜科合并报表范围内公司，计划投资约5亿元建设"青 岛检测分析能力提升建设项目"，旨在进一步完善公司全国市场布局，强化半导体第三方检测领域的竞 争优势。 公告显示，本次项目资金来源包括自有资金、银行贷款及其他符合法律法规规定的方式，最终投资总额 以实际投入为准；项目选址定于山东省青岛市，具体选址及用地面积将以实际情况确定；核心建设内容 为新建第三方检测实验室，并同步引进各类专业分析检测仪器，重点拓展失效分析、材料分析、可靠性 分析等检测服务。 众和昆仑(北京)资产管理有限公司董事长柏文喜对《证券日报》记者表示："目前，青岛所在的环渤海 地区已形成较为完整的集成电路产业生态，涵盖芯片设计、制造、封装测试及终端应用等多个环节，区 域内企业对半导体检测服务的需求呈现规模化、高频化特征。胜科纳米此次本地化布局，可实现检测服 务与区域产业需求的精准对接，一方面通过缩短物理服务半径降低客户的检测周转时间与物流成本，另 一方面能更快速响应客户定制化检测需求，提升客户忠诚度。" ...

Group 1 - The core viewpoint of the news is that Shengke Nano's stock experienced a decline of 2.19% on November 3, with a trading volume of 68.4 million yuan, indicating a negative sentiment in the market [1] - On November 3, Shengke Nano had a financing buy-in amount of 9.09 million yuan and a financing repayment of 9.59 million yuan, resulting in a net financing buy of -0.50 million yuan [1] - As of November 3, the total balance of margin trading for Shengke Nano was 90.56 million yuan, which accounts for 8.91% of its circulating market value [1] Group 2 - As of September 30, the number of shareholders for Shengke Nano was 9,036, a decrease of 19.79% compared to the previous period, while the average circulating shares per person increased by 34.12% to 3,878 shares [2] - For the period from January to September 2025, Shengke Nano achieved an operating income of 386 million yuan and a net profit attributable to the parent company of 56.59 million yuan, representing a year-on-year growth of 3.59% [2] - Since its A-share listing, Shengke Nano has distributed a total of 80.26 million yuan in dividends [3]

Group 1 - The core viewpoint of the news is that Shengke Nano has shown positive financial performance with significant growth in revenue and net profit, alongside active trading in the stock market [2][3] - As of September 12, Shengke Nano's financing balance reached 118 million yuan, accounting for 11.90% of its market capitalization, indicating strong investor interest [1] - The company specializes in semiconductor third-party testing and analysis, with its main revenue sources being failure analysis (64.04%), material analysis (33.17%), and reliability analysis (2.63%) [1] Group 2 - For the first half of 2025, Shengke Nano reported a revenue of 239 million yuan, representing a year-on-year growth of 29.03%, and a net profit of 33.37 million yuan, up 11.48% from the previous year [2] - The number of shareholders decreased by 29.30% to 11,300, while the average number of circulating shares per person increased by 41.45% to 2,891 shares [2] - Since its A-share listing, Shengke Nano has distributed a total of 60.09 million yuan in dividends [3]

Group 1 - The core viewpoint of the news is that Shengke Nano's stock experienced a decline of 1.60% on August 26, with a trading volume of 89.02 million yuan, while the financing activities showed a net buying of 4.76 million yuan [1] - As of August 26, the total balance of margin trading for Shengke Nano was 151 million yuan, which accounts for 13.97% of its market capitalization [1] - The company specializes in semiconductor third-party testing and analysis, with its main revenue sources being failure analysis (67.43%), material analysis (29.79%), and reliability analysis (2.74%) [1] Group 2 - As of March 31, the number of shareholders for Shengke Nano was 15,900, a decrease of 34.76% from the previous period, while the average circulating shares per person increased by 53.29% to 2,044 shares [2] - For the first quarter of 2025, Shengke Nano reported a revenue of 109 million yuan, representing a year-on-year growth of 25.11%, and a net profit attributable to shareholders of 11.52 million yuan, up 34.14% year-on-year [2] - Since its A-share listing, Shengke Nano has distributed a total of 60.09 million yuan in dividends [2]

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Shengke Nano, indicating a positive trend in both stock performance and financial results [1][2]. - On August 22, Shengke Nano's stock rose by 2.50%, with a trading volume of 147 million yuan. The net financing purchase on that day was 3.91 million yuan, with a total financing and securities balance of 146 million yuan, representing 13.16% of the circulating market value [1]. - As of March 31, the number of shareholders for Shengke Nano was 15,900, a decrease of 34.76% from the previous period, while the average circulating shares per person increased by 53.29% [2]. Group 2 - For the first quarter of 2025, Shengke Nano reported a revenue of 109 million yuan, reflecting a year-on-year growth of 25.11%, and a net profit attributable to shareholders of 11.52 million yuan, which is a 34.14% increase compared to the previous year [2]. - The company has distributed a total of 60.09 million yuan in dividends since its A-share listing [3].

Core Viewpoint - The company, Shengke Nano (688757.SH), operates as a third-party testing and analysis laboratory for the semiconductor industry, providing critical analysis services to clients across the entire semiconductor supply chain, including chip design, wafer manufacturing, and PCB manufacturing [1] Group 1: Company Overview - Shengke Nano specializes in failure analysis, material analysis, and reliability analysis for semiconductor clients [1] - The company has a unique advantage in the analysis and testing of HDI (High-Density Interconnect) boards used in AI computing chips [1] Group 2: Industry Trends - The rapid development of AI technology has led to increased demands for high-frequency signal transmission, high integration of chips, complex interconnection structures, and efficient heat dissipation in AI servers [1] - This trend has resulted in significant upgrades in PCB specifications and a marked increase in the usage of high-end HDI boards [1] Group 3: Service Capabilities - The company possesses a professional technical team and advanced testing equipment, enabling comprehensive and high-precision analysis of HDI boards throughout various stages, from raw materials to production processes and final product performance [1] - Shengke Nano aims to identify potential defects and risks in HDI boards, providing clients with high-quality testing reports and optimization recommendations to enhance product quality and production efficiency [1] Group 4: Future Opportunities - The PCB analysis and testing business of the company is expected to encounter more opportunities in the future due to the growing demands in the semiconductor industry [1]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company is recognized as a leading third-party testing and analysis laboratory in the semiconductor industry, providing failure analysis, material analysis, and reliability analysis services, which are crucial for clients' R&D processes [4]. - In 2024, the company is projected to achieve revenue of 415 million yuan, with a compound annual growth rate (CAGR) of approximately 36% from 2020 to 2024 [4]. - The company has a strong focus on advanced process nodes, with revenue from advanced processes (28nm and below) increasing significantly over the years, indicating a growing market share [5]. - The semiconductor third-party testing and analysis market in China is expected to exceed 100 billion yuan by 2024, with a projected CAGR of over 10% until 2027 [6]. - The company is expanding its laboratory capabilities across multiple locations in China and has established a presence in Singapore to enhance its service offerings and collaboration with global semiconductor giants [6]. Financial Projections - The company is expected to generate revenues of 543 million yuan, 706 million yuan, and 919 million yuan in 2025, 2026, and 2027, respectively, with corresponding net profits of 110 million yuan, 161 million yuan, and 235 million yuan [8][10]. - The projected price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are 105, 72, and 49, respectively, indicating a favorable valuation trend as the company grows [8][10].