格隆汇12月31日丨华海清科(688120.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系 统以集中竞价交易方式回购公司股份44.11万股，占公司总股本的比例为0.1247%，回购成交的最高价为 156.96元/股，最低价为127.30元/股，支付的资金总额为人民币6022.45万元（不含交易佣金等费用）。 ...

证券代码：688120 证券简称：华海清科 公告编号：2026-003 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/8/29 | | --- | --- | | 回购方案实施期限 | 2025 年 9 月 17 日~2026 年 9 月 16 日 | | 预计回购金额 | 5,000万元~10,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | 累计已回购股数 | □为维护公司价值及股东权益 441,120股 | | 累计已回购股数占总股本比例 | 0.1247% | | 累计已回购金额 | 60,224,451.49元 | | 实际回购价格区间 | 127.30元/股~156.96元/股 | 注："累计已回购股数占总股本比例"以公司目前总股本 353,651,991 股计算。 一、 回购股份的基本情况 华海清科股份有限公司（以下简称"公司"）于 2025 年 8 月 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——最高返现60%！惠民保年末销售乱象调查：业务员"贴钱"冲考核，谁在"赔 本赚吆喝"？ 每经AI快讯，华海清科12月31日晚间发布公告称，截至2025年12月31日，公司通过上海证券交易所交 易系统以集中竞价交易方式回购公司股份约44万股，占公司总股本约3.54亿股的比例为0.1247%，回购 成交的最高价为156.96元/股，最低价为127.3元/股，支付的资金总额为人民币约6022万元。 ...

证券代码：688120 证券简称：华海清科 公告编号：2026-001 华海清科股份有限公司 经相关部门批准后方可开展经营活动）公司的经营范围以登记机关核准的事项为 准。 关于变更经营范围、注册资本、修订《公司章程》并 办理工商变更登记的公告 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。 华海清科股份有限公司（以下简称"公司"）于 2025 年 12 月 31 日召开了 公司第二届董事会第二十一次会议，审议通过了《关于变更经营范围、注册资本 及修订<公司章程>的议案》，该议案尚需提交公司股东会审议，具体内容如下： 一、公司经营范围变更的相关情况 为契合有权机关合规管理要求及经营范围规范表述相关规定，公司拟对经营 范围予以修订。本次经营范围修订不会对公司主营业务、生产经营状况产生重大 影响，具体修订情况如下： 变更前的经营范围如下:机电设备技术的开发、转让、咨询、服务及相关产 品的制造、安装、维修；货物及技术进出口业务；企业管理咨询服务；晶圆加工； 机电设备及耗材制造、销售；电子专用材料销售；电子专用材料制造；电子专用 材 ...

一、 召开会议的基本情况 华海清科股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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。 重要内容提示： 证券代码：688120 证券简称：华海清科 公告编号：2026-002 （一） 股东会类型和届次 2026年第一次临时股东会 召开日期时间：2026 年 1 月 16 日 14 点 30 分 召开地点：天津市津南区咸水沽镇聚兴道 11 号 2 号楼 2102 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 16 日 至2026 年 1 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 股东会召开日期：2026年1月16日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用 ...

华海清科公告称，公司拟以5000万元-10000万元自有和超募资金回购股份，用于股权激励等。回购期限 为2025年9月17日-2026年9月16日。截至2025年12月31日，已累计回购股份441,120股，占总股本 0.1247%，回购金额6022.45万元，回购价格127.30元/股-156.96元/股，符合规定和回购方案要求。 ...

Investment Rating - The report maintains a "Buy" rating for the equipment manufacturing industry, particularly highlighting investment opportunities in AI-driven sectors and computing infrastructure [2]. Core Insights - The equipment manufacturing industry in China is transitioning into a technology-driven phase, with AI and computing infrastructure being key areas for investment. The report emphasizes the growth potential of AI endpoint products and computing infrastructure investments [2]. - The report identifies three main drivers for the recovery of machinery equipment exports by 2026: the expected interest rate cuts by the Federal Reserve, strong infrastructure demand along the Belt and Road Initiative, and the rising demand for AI computing equipment [3]. Summary by Sections AI-Driven Growth - Investment opportunities are seen in AI endpoints such as humanoid robots, smart manufacturing, and various consumer AI products, which are expected to experience rapid growth. This will lead to increased demand for chips used in training, inference, and storage, initiating a new investment cycle in semiconductor equipment [2]. - The report also highlights the importance of computing infrastructure investments to support AI endpoints, recommending investments in cooling systems and energy solutions due to power shortages [2]. Export Recovery Drivers - The report outlines three key drivers for the expected recovery in machinery equipment exports by 2026: 1. Recovery in overseas demand due to anticipated interest rate cuts by the Federal Reserve, which will boost global industrial product demand [3]. 2. Strong infrastructure demand in countries along the Belt and Road Initiative, particularly in the Middle East, where domestic oil service equipment manufacturers are expected to benefit from high growth [3]. 3. Increased demand for equipment driven by AI computing needs, leading to growth in gas turbines and diesel generator sets, as well as PCB materials and testing equipment [3]. Company Profit Forecasts - The report provides profit forecasts for key recommended companies, all rated as "Buy," indicating a positive outlook for their performance in the coming years [5].

Group 1: Policy and Industry Dynamics - The Shanghai Stock Exchange released guidelines to expand the fifth listing standard for commercial rocket companies on the Sci-Tech Innovation Board, aiming to support the innovation and development of the commercial aerospace sector [1][17] - The guidelines consist of 14 articles detailing requirements related to business scope, "hard technology" attributes, and standards for commercial rocket enterprises, providing targeted support for high-quality companies without significant revenue [1][17] - Several rocket companies have recently submitted IPO counseling records, indicating a growing interest in capital market participation [1][17] Group 2: Market Overview and Trends - The commercial rocket industry is at a critical stage of large-scale commercialization, necessitating further support from the capital market [2][18] - The Sci-Tech Innovation Board focuses on hard technology, including sectors like electronic chips, emerging software, and new information technology services, reflecting the rise of advanced manufacturing in China [2][18] - Recent trends show a rebound in the Sci-Tech Innovation Board, particularly in sectors such as chips, information technology, and new materials [3][19] Group 3: Sector Performance - The top five industries on the Sci-Tech Innovation Board are electronics, biomedicine, power equipment, computers, and machinery, collectively accounting for 88.2% of the board's market capitalization [4][20] - The semiconductor sector has seen significant interest, with a notable rebound in chip stocks driven by demand for AI computing infrastructure [21] - The high-end equipment manufacturing sector is experiencing growth, with a 15.4% year-on-year increase in engineering machinery import and export trade, reflecting a recovery in overseas demand [22] Group 4: Investment Opportunities - The AI computing demand is expected to surge, with continued capital investment from cloud vendors driving high demand for advanced chips [21] - The domestic engineering machinery update cycle is starting, supported by favorable policies in real estate and infrastructure [22] - The pharmaceutical sector remains active, with multiple innovative drugs and medical devices receiving approvals, indicating a robust pipeline for growth [23]

Shareholder Reductions - Zhang Fan from 壹网壹创 plans to reduce his holdings by no more than 2.5% [1] - Yan Jun, honorary chairman and chief scientist of 航宇微, intends to reduce his holdings by no more than 1.66% [1] - 长安信托·中保投1号信托, a shareholder of 紫光股份, plans to reduce its holdings by no more than 1% [1] - Jiang Shuguang, deputy general manager of 崇达技术, plans to reduce his holdings by no more than 200,000 shares [1] - 热景生物 intends to sell back repurchased shares not exceeding 1.8542 million shares [1] - Yuan Meihe, a shareholder of 欧科亿, plans to reduce his holdings by no more than 1.89% [1] - Zhu Fengxue and his concerted actions from 中曼石油 will collectively reduce their holdings by 0.35% [1] - Tokyo Guorui, a shareholder of 燕东微, has already reduced its holdings by 0.88% [1] - Huaguang New Materials' shareholder, Huan Guang Investment, has cumulatively reduced its holdings by 1.60% [1] - Jiayuan Group has reduced its holdings in 吉祥航空 by 8.6065 million shares [1] - Longgao Electric New from 富特科技 has cumulatively reduced its holdings by 1.00% [1] - Actual controller Shi Huiqing from 可川科技 has reduced his holdings by 1.05% [1] - Lu Xinchun, a shareholder of 华海清科, has reduced his holdings by 3.3156 million shares [1] Other Corporate Actions - 建设机械 has terminated the issuance of shares to specific objects [1] - 蒋伟, the controlling shareholder of 吴海生科, has been fined 14.6292 million yuan by the China Securities Regulatory Commission [1]

Group 1 - The core transaction on December 23 for Huahai Qingke involved a block trade of 517,100 shares, amounting to 74.6848 million yuan, with a transaction price of 144.43 yuan, reflecting a discount of 9.62% compared to the closing price of the day [2][3] - Over the past three months, Huahai Qingke has recorded a total of 34 block trades, with a cumulative transaction amount of 479 million yuan [2] - The closing price of Huahai Qingke on the day of the transaction was 159.80 yuan, showing an increase of 1.98%, with a daily turnover rate of 2.22% and a total trading volume of 1.245 billion yuan [2] Group 2 - The latest margin financing balance for Huahai Qingke is 1.186 billion yuan, which has decreased by 145 million yuan over the past five days, representing a decline of 10.92% [3] - The net outflow of main funds for Huahai Qingke on the day of the transaction was 16.6671 million yuan, with a cumulative net outflow of 182 million yuan over the past five days [2]