Group 1 - The core viewpoint of the news is that Shanghai Weicai Semiconductor Technology Co., Ltd. has seen a significant stock price increase of 5.22%, reaching 75.16 CNY per share, with a total market capitalization of 11.195 billion CNY [1] - The company was established on May 6, 2016, and went public on October 26, 2022. Its main business includes wafer testing, chip finished product testing, and related integrated circuit testing services [1] - The revenue composition of the company is as follows: wafer testing accounts for 55.40%, chip finished product testing for 40.09%, and other services for 4.51% [1] Group 2 - According to the data, Debon Fund's Debon Semiconductor Industry Mixed Initiation A (014319) has entered the top ten circulating shareholders of Weicai Technology, holding 1.4323 million shares, which is 1.39% of the circulating shares [2] - The fund has achieved a year-to-date return of 42.68%, ranking 960 out of 8175 in its category, and a one-year return of 104.14%, ranking 301 out of 7982 [2] - The fund manager, Lei Tao, has been in position for 3 years and 259 days, with the fund's total asset size at 3.689 billion CNY and a best return of 199.87% during his tenure [3]

股票简称：伟测科技 股票代码：688372.SH 债券简称：伟测转债 债券代码：118055.SH 上海伟测半导体科技股份有限公司 向不特定对象发行可转换公司债券 第四次临时受托管理事务报告 本报告依据《公司债券发行与交易管理办法》《上海伟测半导体科技股份有 限公司向不特定对象发行可转换公司债券受托管理协议》（以下简称《受托管理 协议》）《上海伟测半导体科技股份有限公司向不特定对象发行可转换公司债券 募集说明书》（以下简称《募集说明书》）等相关规定，以及上海伟测半导体科 技股份有限公司（以下简称公司、伟测科技或发行人）出具的相关说明文件以及 提供的相关资料等，由本次债券受托管理人平安证券股份有限公司（以下简称平 安证券）编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为平安证券所作的承诺 或声明。请投资者独立征询专业机构意见，在任何情况下，投资者不能将本报告 作为投资行为依据。 （2025 年度） 受托管理人：平安证券股份有限公司 二〇二五年九月 重要声明 平安证券作为伟测科技向不特定对象发行可转换公司债券（债券简称："伟 测转债" ...

上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于上海伟测半导体科技股份有限公司 上海市锦天城律师事务所 关于上海伟测半导体科技股份有限公司 2025 年第三次临时股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 2025 年第三次临时股东大会的 法律意见书 致：上海伟测半导体科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受上海伟测半导体科技 股份有限公司（以下简称"公司"）委托，就公司召开 2025 年第三次临时股东 大会（以下简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司 法》（以下简称"《公司法》"）等法律、法规、规章和其他规范性文件以及 《上海伟测半导体科技股份有限公司章程》（以下简称"《公司章程》"）的有 关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业 务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履 行了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及 ...

证券代码：688372 证券简称：伟测科技 公告编号：2025-074 转债代码：118055 转债简称：伟测转债 上海伟测半导体科技股份有限公司 2025年第三次临时股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 9 日 （二） 股东大会召开的地点：无锡市新吴区电科路 2 号（无锡新厂） （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 86 | | --- | --- | | 普通股股东人数 | 86 | | 2、出席会议的股东所持有的表决权数量 | 53,172,050 | | 普通股股东所持有表决权数量 | 53,172,050 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例 | 35.6995 | | （%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（% ...

Core Insights - On September 5, Weicet Technology's stock rose by 1.95%, with a trading volume of 539 million yuan [1] - The company reported a financing buy-in of 45.72 million yuan and a financing repayment of 47.29 million yuan on the same day, resulting in a net financing outflow of 1.57 million yuan [1] - As of September 5, the total margin balance for Weicet Technology was 394 million yuan, with a financing balance of 393 million yuan, accounting for 5.05% of its market capitalization [1] Financing Summary - On September 5, Weicet Technology had a financing buy-in of 45.72 million yuan, with a current financing balance of 393 million yuan, which is below the 50th percentile level over the past year [1] - The company’s margin trading showed a high level, with a short selling balance of 93.39 million yuan, exceeding the 80th percentile level over the past year [1] Company Performance - As of June 30, Weicet Technology had 12,500 shareholders, an increase of 18.36% from the previous period, with an average of 8,217 circulating shares per shareholder, up by 10.29% [2] - For the first half of 2025, Weicet Technology achieved a revenue of 634 million yuan, representing a year-on-year growth of 47.53%, and a net profit attributable to shareholders of 101 million yuan, a significant increase of 831.03% [2] - The company has distributed a total of 149 million yuan in dividends since its A-share listing [2] Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders included notable institutional investors, with Southern Science and Technology Innovation Board 3-Year Open Mixed Fund holding 1.6014 million shares, an increase of 653,800 shares [2] - New institutional shareholders included Debang Semiconductor Industry Mixed Fund and Southern CSI 1000 ETF, with holdings of 1.4323 million shares and 977,400 shares, respectively [2]

Group 1 - The semiconductor stocks in the A-share market experienced a collective pullback, with significant declines observed in several companies [1] - Yuanjie Technology saw a drop of over 10%, while Cambricon and Tongfu Microelectronics fell by more than 7% [1] - Other companies such as Liyang Chip and Chengdu Huamei also reported declines exceeding 6% [1] Group 2 - Yuanjie Technology's market capitalization is 30.6 billion, with a year-to-date increase of 165.87% despite the recent decline of 10.42% [2] - Cambricon's market capitalization stands at 546.1 billion, with a year-to-date increase of 98.38%, experiencing a drop of 7.09% [2] - Tongfu Microelectronics has a market capitalization of 49.9 billion and a year-to-date increase of 11.39%, with a recent decline of 7.07% [2]

Core Points - The company is holding its third extraordinary general meeting of shareholders on September 9, 2025, to discuss key proposals including the cancellation of the supervisory board and changes to the registered capital [4][5][6] Meeting Rules - The meeting will ensure the protection of shareholders' rights and maintain order and efficiency, with a designated secretariat to manage proceedings [1] - Shareholders must present valid identification and may only speak after registering in advance [2][3] - Voting will be conducted by a named ballot, with each share representing one vote [2][3] Agenda - The main agenda includes announcing attendees, reading meeting rules, reviewing proposals, allowing shareholder questions, and voting on the proposals [5][6] Proposal One: Cancellation of Supervisory Board and Capital Changes - The company plans to abolish the supervisory board, transferring its powers to the audit committee of the board of directors [6][7] - The registered capital will change from RMB 113,834,777 to RMB 148,943,529, following the completion of stock incentive plans and profit distribution [7][8] - Amendments to the company's articles of association will be made to align with these changes, effective upon shareholder approval [7][8] Proposal Two: Governance System Revisions - The company aims to establish, revise, and abolish certain governance systems to enhance internal governance mechanisms [8] - Details of these changes will be disclosed on the Shanghai Stock Exchange website [8]

证券代码：688372 证券简称：伟测科技 转债代码：118055 转债简称：伟测转债 2025 年 9 月 上海伟测半导体科技股份有限公司 2025年第三次临时股东大会会议资料 会议规则 上海伟测半导体科技股份有限公司 2025 年第三次临时股东大会 会议资料 一、股东大会期间，全体出席人员应以维护股东的合法权益、确保股东大会 的正常秩序和议事效率为原则，自觉履行法定义务。 二、股东大会设秘书处，负责大会的程序安排和会务工作。 为维护投资者的合法权益，确保股东依法行使权力，保证股东大会的正常秩 序和议事效率，根据《中华人民共和国公司法》等有关规定及《上海伟测半导体 科技股份有限公司章程》，制定如下规则： 七、出席会议者的交通及食宿费用自理。 上海伟测半导体科技股份有限公司 2025年第三次临时股东大会会议资料 表决办法 三、出席现场会议的股东及代理人，依法享有发言权、表决权等权利。 四、股东应当持股票账户卡、身份证或其他能够表明其身份的有效证件或证 明出席股东大会。代理人还应当提交股东授权委托书和个人有效身份证件。 五、股东大会召开期间，参加本次现场会议的股东事先准备发言的，应当先 向大会会务组登记。股东不 ...

Investment Rating - The industry investment rating is "Increase" [6] Core Viewpoints - The report highlights the release of DeepSeek-V3.1, which significantly upgrades its technical architecture and optimizes parameter precision to adapt to domestic chips, promoting the development of domestic computing power chips and the AI industry [16][33] - KTC's launch of the new KTC AI interactive glasses is seen as a positive development for edge-side investment opportunities, with the product gaining consumer recognition [17][33] - Google's Pixel 10 series emphasizes AI integration, indicating a recovery in the consumer electronics industry and presenting investment opportunities within the related supply chain [18][33] - The introduction of direct-write lithography equipment by Hefei Chip Microelectronics Equipment Co., Ltd. marks a significant breakthrough in the domestic supply chain, reinforcing confidence in domestic alternatives [19][33] Summary by Sections 1. Core Viewpoints and Investment Recommendations - The report recommends focusing on domestic computing power opportunities following the release of DeepSeek's new version [20] - It suggests investing in edge-side technologies due to the launch of KTC's AI glasses [20] - The consumer electronics sector is highlighted for its recovery potential, particularly with Google's new AI-integrated products [20] - The report emphasizes the importance of domestic supply chains, particularly with the introduction of new lithography equipment [20] 2. Market Review - The A-share Shenwan Electronics Index rose by 8.95%, outperforming the CSI 300 Index by 4.77 percentage points [21][24] - The semiconductor sector led the gains with a 12.26% increase, while the components sector lagged with a 1.68% increase [24][26] 3. Industry News - DeepSeek's V3.1 release marks a new phase in China's AI industry, focusing on domestic chip compatibility [33] - KTC's AI glasses are designed for comfort and functionality, supporting various AI features [33] - Google's Pixel 10 series showcases enhanced AI capabilities, reinforcing its commitment to integrating AI into consumer products [34] - The successful introduction of direct-write lithography equipment supports the domestic semiconductor packaging industry [34]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expectation of stock price appreciation exceeding 15% over the next six months [5]. Core Insights - The company achieved record-high revenue in Q2 2025, driven by strong downstream demand from the smart driving and AI sectors, alongside proactive capacity expansion [2][3]. - The significant increase in net profit growth (831.03% YoY) outpaced revenue growth (47.53% YoY), showcasing operational leverage [2]. - The gross margin improved to 34.50%, up 5.94 percentage points YoY, primarily due to enhanced capacity utilization, which currently stands at 90% [2]. - The company is strategically investing in advanced packaging and testing capabilities to meet the rising demand for chip testing, particularly in 2.5D/3D and Chiplet technologies [3]. Financial Summary - For H1 2025, the company reported revenue of 634 million yuan and a net profit of 101 million yuan, with Q2 revenue reaching 349 million yuan [1]. - The revenue breakdown for different business segments includes wafer testing (355 million yuan), chip product testing (254 million yuan), and other businesses (29 million yuan), with respective YoY growth rates of 49.32%, 71.57%, and -38.36% [2]. - The company forecasts net profits of 274 million yuan, 373 million yuan, and 506 million yuan for 2025, 2026, and 2027, respectively, with corresponding P/E ratios of 44, 32, and 24 [3].