声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月27日，金海通（sh603061）触及涨停，涨停价279.4元，涨幅10%，总市值167.64亿元，流通 市值116.86亿元，截止发稿，总成交额7.74亿元。 根据喜娜AI异动分析，金海通涨停原因可能如下，半导体设备+业绩增长+技术优势： 1、公司主要从事 集成电路测试分选机的研发、生产及销售。2025年前三季度营收同比增长87.88%，净利润同比增长 178.18%，第三季度单季净利润同比增长832.58%，显示半导体设备行业需求回暖带动公司业绩大幅提 升，这是刺激股价涨停的重要因素。 2、公司产品指标达国际先进水平，拥有6大核心技术领域，具备 较强的核心技术优势 ...

热点情报 金海通股价飙涨100% 1月23日，金海通强势上涨5.53%，收盘价为278.60元，成交额为9.43亿元，总市值攀升至167.16亿元。据统计，自2025年12月31日以来的16个交易日内， 金海通股价累计涨幅超过100%，表现非常亮眼。 公开资料显示，金海通专注于集成电路测试分选机的研发、生产及销售，属于集成电路专用设备领域的测试分选设备。公司产品在全球市场中具有较高的 知名度，广泛应用于半导体封装测试企业、测试代工厂、IDM企业和芯片设计公司。 易方达张坤管理规模下降超百亿元 近日，易方达基金公布了基金经理张坤在管4只产品2025年四季报。从规模看，张坤的管理规模较2024年年末下降超过百亿元，跌至500亿元人民币以下。 4只产品在2025年均实现正向收益，但有3只产品的收益率跑输了各自同期业绩比较基准收益率。 近日，国内人形机器人关节模组头部企业——意优科技"全球首条机器人关节自动化产线"在浦东投产。这是具身智能产业从技术研发迈向规模化制造的关 键跨越，标志着人形机器人核心部件量产瓶颈的突破，为人形机器人的大规模推广应用按下"加速键"。 银河证券认为，人形机器人正从实验室黑科技加速迈向商业量 ...

Group 1 - The company held its 21st meeting of the second board of directors on December 23, 2025, to discuss key resolutions, including the allocation of reserved shares for the 2025 employee stock ownership plan [2][3] - The board approved the allocation of 3,447,167 shares, corresponding to 85,900 A-shares, to no more than 20 participants, including 5 directors and senior management, with a subscription price of 40.13 yuan per share [3][26] - The board also approved the 2026 "Quality Improvement and Efficiency Enhancement" action plan, aimed at improving company quality and investor returns [7][10] Group 2 - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 482 million yuan, up 87.88% year-on-year, and net profit of 125 million yuan, up 178.18% year-on-year [11] - The company plans to focus on product innovation and technology upgrades in the integrated circuit testing and sorting machine sector, enhancing its core competitiveness and profitability [11][12] - The company aims to expand its global market presence and improve customer service, with the opening of a production operation center in Malaysia in 2025 [13] Group 3 - The company is committed to improving corporate governance and compliance, having canceled its supervisory board and transferred its functions to the audit committee of the board [14][15] - The company emphasizes enhancing information disclosure and investor relations management, ensuring transparency and effective communication with investors [16] - The company maintains a stable profit distribution policy, having repurchased 2,423,970 shares in 2024, and plans to continue rewarding investors while balancing sustainable development [17][18] Group 4 - The company has implemented an employee stock ownership plan to align the interests of management and shareholders, enhancing motivation and retention of key talent [19] - The company will continue to refine its governance and operational standards, fulfilling its responsibilities as a listed company and protecting shareholder interests [20][21]

Core Viewpoint - The company, Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., has announced its 2026 "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan, focusing on enhancing its core business, governance, investor communication, and shareholder returns in response to regulatory initiatives aimed at improving the quality of listed companies. Group 1: Business Focus and Development - The company specializes in the research, production, and sales of integrated circuit testing and sorting machines, serving a diverse customer base including semiconductor packaging and testing companies, foundries, IDM firms, and chip design companies [1] - In the first three quarters of 2025, the company achieved a revenue of 482 million yuan, an increase of 87.88% year-on-year, and a net profit of 125 million yuan, up 178.18% year-on-year [2] - The company plans to deepen its focus on the integrated circuit testing and sorting field, enhancing its technological innovation capabilities to meet diverse testing needs and improve core competitiveness and profitability [2][3] Group 2: R&D and Technological Innovation - The company is increasing its R&D investment, with the "Semiconductor Testing Equipment Intelligent Manufacturing and Innovation R&D Center Phase I" project scheduled to be operational in 2026, enhancing its comprehensive competitiveness in R&D and intelligent manufacturing [3] - Continuous product innovation and technological upgrades will be pursued to solidify the company's competitive advantages in the market [2] Group 3: Global Market Expansion - The company is intensifying its market promotion efforts and enhancing its global service capabilities, with the "Malaysia Production and Operations Center" set to support closer proximity to global markets and customer needs [4] - Plans for 2026 include actively expanding the customer base and deepening existing customer relationships [4] Group 4: Governance and Compliance - The company has established a governance structure in compliance with relevant laws and regulations, ensuring a balance of power among shareholders, the board, and management [7] - In December 2025, the company canceled its supervisory board, transferring its functions to the audit committee of the board, and revised its governance documents accordingly [7] Group 5: Investor Relations and Communication - The company emphasizes improving information disclosure and investor relations management, ensuring transparency and effective communication with investors through various channels [9] - Plans for 2026 include continuing to enhance information disclosure levels and responding to investor concerns promptly [9] Group 6: Shareholder Return Mechanism - The company adheres to a prudent profit distribution policy, balancing short-term cash dividends with long-term returns, and has actively engaged in cash dividends and share buyback plans since its listing [10] - In 2024, the company repurchased 2.42397 million shares to enhance investor confidence [10] Group 7: Employee Incentives and Alignment - The company has implemented employee stock ownership plans to align the interests of management and shareholders, fostering high-quality development [11] - Plans for 2026 include reviewing the unlocking of shares related to the employee stock ownership plan based on performance [12]

Core Viewpoint - The semiconductor industry is experiencing significant growth, with key companies showing strong performance and market interest, particularly driven by advancements in AI and product upgrades [3][4]. Group 1: Market Performance - As of November 6, 2025, the CSI Semiconductor Industry Index rose by 4.20%, with notable increases in constituent stocks such as Jinhaitong (up 10.00%) and Aisen (up 8.76%) [3]. - The Semiconductor Industry ETF (159582) increased by 4.22%, reaching a latest price of 2.2 yuan, and has seen a cumulative rise of 41.38% over the past three months, ranking it among the top half of comparable funds [3]. - The ETF showed active trading with a turnover rate of 17.54% and a transaction volume of 78.32 million yuan, indicating high market engagement [3]. Group 2: Company Performance - Jinhaitong is projected to have a significant increase in revenue, with a year-on-year growth forecast of 67.86% to 137.97% and net profit growth of 91.56% to 832.58% in 2025, driven by the recovery of the semiconductor industry and product optimization [3][4]. - The company's Q3 2025 report indicated a net profit of 125 million yuan, a year-on-year increase of 178.18%, attracting attention from multiple brokerages that have issued buy ratings [3]. - The EXCEED-9000 series has seen its revenue contribution rise to 51.37%, doubling compared to 2024, enhancing the company's market competitiveness [4]. Group 3: Industry Trends - The semiconductor sector is currently active, with increased market focus and funding, as indicated by a net inflow of 54.88 million yuan over the last five trading days [4]. - The demand for AI-generated content is driving a surge in data capacity, with expectations for storage prices to continue rising into Q4 2025 [4]. - The top ten weighted stocks in the CSI Semiconductor Industry Index account for 78.04% of the index, highlighting the concentration of market influence among leading companies [5].

Core Viewpoint - The report highlights the significant growth in revenue and net profit for Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. in the first half of 2025, driven by increased demand for semiconductor testing and sorting equipment, particularly in the context of the recovering semiconductor packaging and testing equipment market [12][14]. Company Overview - Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. specializes in the production of integrated circuit testing and sorting machines, which are essential in the semiconductor manufacturing process [6][8]. - The company has established a strong market presence, with products distributed across mainland China, Taiwan, Southeast Asia, and Europe and the United States [16]. Financial Performance - For the first half of 2025, the company reported operating revenue of approximately 307.42 million yuan, a 67.86% increase compared to the same period last year [12][14]. - The total profit reached approximately 85.80 million yuan, marking a 98.52% increase year-on-year [12][14]. - The net profit attributable to shareholders was approximately 76.01 million yuan, reflecting a 91.56% increase compared to the previous year [12][14]. - The company's net assets increased by 7.77% to approximately 1.42 billion yuan by the end of the reporting period [12][14]. Industry Context - The semiconductor industry is experiencing a recovery, with increased demand for testing and sorting equipment driven by technological advancements and the growth of sectors such as electric vehicles and artificial intelligence [7][12]. - The company’s products are positioned to meet the evolving needs of the semiconductor testing market, which is characterized by a trend towards higher efficiency and flexibility in testing processes [7][12]. Product and Technology Development - The company focuses on continuous innovation in its testing and sorting machines, which integrate optical, mechanical, and electrical technologies to simulate real chip usage environments [8][12]. - The product lines include various series of testing and sorting machines, such as EXCEED-6000, EXCEED-8000, and EXCEED-9000, designed to cater to diverse testing requirements [8][12]. Market Strategy - The company employs a direct sales model and an agency model to reach its customer base, which includes semiconductor packaging testing companies, testing foundries, and integrated device manufacturers (IDMs) [10][12]. - The company has also established a comprehensive after-sales service system to enhance customer satisfaction and retention [16]. Research and Development - The company invests significantly in R&D to enhance its product offerings and maintain technological leadership in the semiconductor testing equipment sector [13][14]. - Ongoing projects include the establishment of a semiconductor testing equipment intelligent manufacturing and innovation R&D center, aimed at boosting the company's competitive edge [13][14].

Group 1 - The company reported a significant increase in revenue, achieving 307 million yuan in the first half of 2025, a year-on-year growth of 67.86% from 183 million yuan in the same period last year [1] - The net profit attributable to shareholders reached 76.01 million yuan, marking a 91.56% increase compared to the previous year [1] - The core product, integrated circuit testing and sorting machines, saw a substantial sales increase, with the EXCEED-9000 series accounting for 51.37% of sales revenue, doubling from 25.80% in 2024 [1] Group 2 - The company is focusing on technological innovation, with testing and sorting platforms for MEMS, silicon carbide, IGBT, and advanced packaging products undergoing product validation at multiple customer sites [2] - The company is expanding its global market presence, having officially launched its "Malaysia Production and Operations Center" in the first half of 2025 to enhance service efficiency and responsiveness [2] - The company has made strategic investments in five firms, including those specializing in semiconductor wafer-level sorting and packaging, optical communication, and chip testing solutions [2]