证券日报网讯 1月9日，赛腾股份在互动平台回答投资者提问时表示，南浔项目按计划进行中，目前主 体基建已完工，装修及验收通过后可投产，预计今年上半年可陆续投产，投产后将按市场需求逐步开展 产能爬坡工作。公司半导体业务毛利率保持较高水平，公司始终保持较高的研发投入，积极拓展高端半 导体设备的种类，不断提升核心竞争力，巩固国产替代优势。 （文章来源：证券日报） ...

截至招股说明书签署日，国科科仪持有公司60,505,208股股份，占公司股份总数35.21%，系公司控 股股东。国科控股持有国科科仪100%股权，其通过国科科仪控制公司35.21%股份，系公司的实际控制 人。 (责任编辑：田云绯) 中科仪本次发行的保荐人、主承销商为招商证券股份有限公司，签字保荐代表人为孙越、王越。 中国经济网北京1月9日讯 据北交所网站消息，北京证券交易所上市委员会定于2025年1月16日上午 9时召开2026年第4次审议会议，审议的发行人为中国科学院沈阳科学仪器股份有限公司（以下简称"中 科仪"）。 中科仪本次拟在北交所上市，拟募集资金82,548.33万元，分别用于干式真空泵产业化建设项目、高 端半导体设备扩产及研发中心建设项目、新一代干式真空泵及大抽速干式螺杆泵研发项目。 ...

Core Viewpoint - The company has announced that its proposal for a specific issuance of A-shares for the fiscal year 2025 has been approved, aiming to raise no more than 4.6 billion yuan for the construction of a high-end semiconductor equipment industrialization base project [1] Group 1: Fundraising and Project Details - The planned fundraising amount is capped at 4.6 billion yuan, which will be utilized for the construction of a high-end semiconductor equipment industrialization base project [1] - The issuance is expected to be completed by the end of May 2026, with potential impacts on shareholder returns depending on the net profit variations in 2026 compared to 2025 [1] Group 2: Profitability and Shareholder Impact - The company has outlined three scenarios for the net profit in 2026: an increase of 20%, no change, or a decrease of 20%, indicating that shareholder returns may be diluted post-issuance [1] - The company has acknowledged the uncertainty in the short-term benefits and profitability of the fundraising projects due to macroeconomic and industry development factors [1] Group 3: Company Preparedness - The company has provided information regarding its personnel, technology, and market reserves, indicating a proactive approach to address potential dilution of returns [1]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Zhongwei Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.28% to 292.56 CNY per share, with a total market capitalization of 183.185 billion CNY [1] - Zhongwei's main business involves the research, production, and sales of high-end semiconductor equipment, with revenue composition being 86.17% from specialized equipment, 12.84% from spare parts, and 0.99% from other sources [1] - The company is located in the Pudong New Area of Shanghai and was established on May 31, 2004, with its listing date on July 22, 2019 [1] Group 2 - From the perspective of fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Zhongwei, holding 2,465 shares, which accounts for 4.27% of the fund's net value, ranking it as the sixth-largest holding [2] - The fund, Guotai Haitong High-end Equipment Mixed Initiation A (017933), was established on March 1, 2023, with a latest scale of 10.8365 million CNY and has achieved a year-to-date return of 14.77% [2] - The fund manager, Li Yu, has been in position for 2 years and 250 days, with the fund's total asset scale at 17.2803 million CNY, and the best and worst returns during his tenure being 0.08% and -4.8%, respectively [2]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Zhongwei Semiconductor Equipment Co., Ltd., highlighting its stock price increase and market capitalization [1] - Zhongwei's main business involves the research, production, and sales of high-end semiconductor equipment, with a revenue composition of 86.17% from specialized equipment, 12.84% from spare parts, and 0.99% from other sources [1] - As of the report date, Zhongwei's stock price rose by 5.28% to 266.55 CNY per share, with a trading volume of 2.423 billion CNY and a turnover rate of 1.48%, leading to a total market value of 166.899 billion CNY [1] Group 2 - HSBC Jintrust Technology Pioneer Fund (540010) has increased its holdings in Zhongwei, acquiring an additional 11,800 shares, bringing the total to 95,500 shares, which constitutes 4.85% of the fund's net value [2] - The fund has achieved a year-to-date return of 72.03%, ranking 90 out of 4222 in its category, and a one-year return of 128.4%, ranking 132 out of 3805 [2] - The fund manager, Chen Ping, has a tenure of over 10 years, with the best fund return during this period being 77.43% and the worst being -29.93% [3]

Core Viewpoint -拓荆科技 is experiencing a significant increase in stock price, currently at 189.79 yuan, up 7.55%, with a total market capitalization of 53.09 billion yuan, although it is still 17% lower than its historical high of 490.00 yuan reached in April 2023 [1] Fundraising and Investment Plans - The company plans to raise up to 460 million yuan through a private placement of A-shares, with the net proceeds intended for the construction of a high-end semiconductor equipment industrialization base, a cutting-edge technology research and development center, and to supplement working capital [1][2] - The total investment for the high-end semiconductor equipment industrialization base is estimated at 176.83 million yuan, with 150 million yuan allocated from the fundraising [2] - The cutting-edge technology research and development center has a total investment of 200.13 million yuan, with the entire amount planned to be funded from the current fundraising [2] - The working capital will receive 110 million yuan from the fundraising, matching its total investment requirement [2] Financial Performance - For the first half of 2023, the company reported revenue of 1.95 billion yuan, a year-on-year increase of 54.25%, while the net profit attributable to shareholders decreased by 26.96% to 94.29 million yuan [3][4] - The net cash flow from operating activities improved significantly to 1.57 billion yuan, compared to a negative cash flow of 900 million yuan in the same period last year [3][4] - The company’s net profit excluding non-recurring gains and losses increased by 91.35% year-on-year, reaching 38.19 million yuan [4]

Group 1: Market Overview - The three major indices opened higher, with the semiconductor sector leading the gains. As of the opening, the Shanghai Composite Index was at 3876.10 points, up 0.14%; the Shenzhen Component Index was at 12971.43 points, up 0.37%; and the ChiNext Index was at 3052.06 points, up 1.05% [1] Group 2: Economic and Policy Developments - China and the U.S. held discussions in Madrid regarding trade issues, including unilateral tariffs and export controls [2] - The Chinese government aims to expand private investment in new productivity and emerging service sectors, as well as promote innovation in biomedicine [2] - The U.S. Department of Commerce added several Chinese entities to its export control list, which China strongly opposes [2] - China initiated anti-dumping investigations on imported related simulation chips from the U.S. [2] Group 3: Financial Data - The social financing scale in China reached 26.56 trillion yuan in the first eight months of 2025, an increase of 4.66 trillion yuan year-on-year. The M2 money supply was 331.98 trillion yuan, growing by 8.8% [3] Group 4: Upcoming Economic Data - The National Bureau of Statistics is set to release key economic data, including industrial value-added, fixed asset investment, and retail sales [4] Group 5: Corporate Announcements - Dongfang Tong was found to have committed serious financial fraud, leading to a proposed fine of 229 million yuan and potential delisting [5] - Dongcai Technology announced that its high-speed electronic resin has been supplied to major server systems including those of Nvidia and Huawei [6] - Tuojing Technology plans to raise up to 4.6 billion yuan for the construction of a high-end semiconductor equipment industrialization base [7] - GoerTek announced plans to acquire 100% equity of Shanghai Aolai through a capital increase of 530 million yuan [8] - TCL Technology intends to invest approximately 29.5 billion yuan in an 8.6-generation printed OLED production line project [9] Group 6: Market Sentiment and Predictions - Analysts from Zhongtai Securities noted a slight stabilization in A-share performance, with improvements in revenue but ongoing pressure on profits. They highlighted three main investment themes: AI-related capital expenditure, consumer spending trends, and dividend-paying sectors [15] - Huatai Securities observed a rebound in A-shares after a brief profit-taking phase, with active trading and a focus on industry trends [15]

Group 1 - The US and China held talks in Madrid on September 14 regarding trade issues, including unilateral tariffs and export controls [1] - The Chinese government is encouraging private investment in new productivity, emerging services, and new infrastructure [2] - The US Department of Commerce added several Chinese entities to its export control "entity list," which China strongly opposes [3] - China initiated anti-dumping investigations on imported simulation chips from the US and launched a discrimination investigation regarding US measures in the integrated circuit sector [4] Group 2 - The People's Bank of China reported that the social financing scale increased by 26.56 trillion yuan in the first eight months of 2025, up 4.66 trillion yuan year-on-year [5] - The National Bureau of Statistics is set to release key economic data, including industrial added value and fixed asset investment [6] - The Ministry of Finance announced early issuance of local government debt limits to address hidden debt [7] Group 3 - The Ministry of Industry and Information Technology released a plan for the automotive industry aiming for approximately 32.3 million vehicle sales in 2025, a 3% increase [8] - The National Internet Information Office is drafting regulations to promote the use of electronic documents and digital currency in cross-border payments [9] - The National Health Commission's draft for national standards on pre-prepared food safety has passed expert review [10] Group 4 - The China Securities Regulatory Commission is investigating *ST Dongtong for serious financial fraud, proposing fines totaling 2.29 billion yuan [11] - Dongcai Technology announced that its high-speed electronic resin has been supplied to major server systems including Nvidia and Huawei [12] - Tuojing Technology plans to raise up to 4.6 billion yuan for high-end semiconductor equipment projects [13] - GoerTek announced plans to acquire 100% of Shanghai Aolai through a capital increase of 530 million yuan [14] - TCL Technology intends to invest approximately 29.5 billion yuan in an 8.6-generation printed OLED production line [15] Group 5 - The US stock market showed mixed results, with the Dow Jones down 0.59% and the Nasdaq up 0.44%, driven by large tech stocks [20] - Nvidia is reportedly scaling back its cloud computing efforts, particularly its DGX Cloud service [21] - Economists predict that the Federal Reserve may implement two to three interest rate cuts by the end of the year [22]

Group 1: Company Announcements - Tianpu Co., Ltd. will hold an investor briefing on September 16, 2025, to discuss the transfer of control [2] - Dongcai Technology's high-speed electronic resin products have been supplied to major server systems including Nvidia and Huawei, benefiting from the growth in the high-end server industry [3] - Tuojing Technology plans to raise no more than 4.6 billion yuan through a private placement to fund the construction of a high-end semiconductor equipment industrialization base [4] - Zhongchao Holdings signed a strategic cooperation agreement with Hefei Intelligent Robot Research Institute to collaborate on technology and application in intelligent robotics [5] - Demingli intends to adjust the investment amounts for its projects related to PCIe SSD storage control chips and embedded storage control chips, increasing the total investment for the PCIe project from 499 million yuan to 743 million yuan [6] Group 2: Market Performance and Contracts - Baiyun Airport reported a 4.33% year-on-year increase in passenger throughput for August [9] - China Construction's new contract amount from January to August increased by 1% year-on-year [9] - China Merchants Port handled a total of 18.312 million TEUs in August, reflecting a 5.6% year-on-year growth [9] - Huadong Technology's shareholders plan to transfer 4% of the company's shares through a pricing inquiry [9] Group 3: Shareholding Changes - Yujing Technology's controlling shareholder and actual controller reduced their holdings by 868,821 shares, decreasing their total shareholding from 16.70% to 15.73% [8] - The acquisition offer for Shangwei New Materials has not yet become effective, with ongoing compliance confirmation and share transfer procedures [7]

Group 1 - The company,拓荆科技, plans to issue shares to specific investors, raising a total of no more than 4.6 billion yuan, including the principal amount [1] - The net proceeds from the fundraising, after deducting issuance costs, are intended for investment in the construction of a high-end semiconductor equipment industrialization base, a cutting-edge technology research and development center, and to supplement working capital [1]