Group 1 - The core point of the news is that Weicet Technology experienced a decline of 5.02% in its stock price, reaching 138.48 yuan per share, with a trading volume of 744 million yuan and a turnover rate of 3.49%, resulting in a total market capitalization of 20.641 billion yuan [1] - Weicet Technology, established on May 6, 2016, and listed on October 26, 2022, is located in the Pudong New Area of Shanghai and specializes in wafer testing, chip finished product testing, and related integrated circuit testing services [1] - The company's main business revenue composition includes wafer testing at 55.40%, chip finished product testing at 40.09%, and other services at 4.51% [1] Group 2 - From the perspective of fund holdings, Weicet Technology is a top ten holding of the Huisheng Huimin Mixed A Fund (008531), which held 337,800 shares in the fourth quarter, accounting for 3.85% of the fund's net value [2] - The Huisheng Huimin Mixed A Fund has a current scale of 393 million yuan and has achieved a year-to-date return of 11.33%, ranking 1015 out of 8843 in its category, with a one-year return of 47.81%, ranking 2122 out of 8096 [2] - The fund manager, Peng Bowen, has been in charge for 1 year and 351 days, with the fund's total asset scale at 959 million yuan, achieving a best return of 67.96% and a worst return of 66.66% during his tenure [2]

证券日报网讯1月21日，伟测科技在互动平台回答投资者提问时表示，公司将在2026年1月31日前披露 2025年业绩预告。具体时间以公司公告为准。 ...

Group 1 - The core viewpoint of the news is the performance and market position of Shanghai Weicai Semiconductor Technology Co., Ltd., which saw a stock price increase of 5.05% to 139.58 yuan per share, with a total market capitalization of 20.805 billion yuan [1] - The company's main business includes wafer testing (55.40% of revenue), chip finished product testing (40.09%), and other related services (4.51%) [1] - The company was established on May 6, 2016, and went public on October 26, 2022 [1] Group 2 - From the perspective of fund holdings, the Vanguard Fund has a significant position in Weicai Technology, with the Vanguard Ju You A (004726) holding 2,092 shares, representing 4.05% of the fund's net value [2] - The Vanguard Ju You A fund was established on September 15, 2017, and has a current scale of 1.9374 million [2] - The fund has achieved a year-to-date return of 9.22%, ranking 1162 out of 8844 in its category [2]

Company Performance - Weicet Technology's stock price has reached a new historical high, with the stock showing a continuous upward trend, having refreshed its historical record on 10 trading days in the past month [2] - As of 09:32, the stock is up 1.20%, priced at 133.09 yuan, with a trading volume of 488,200 shares and a transaction amount of 65.30 million yuan, resulting in a turnover rate of 0.33% [2] - The latest total market capitalization of the stock is 19.84 billion yuan, with the circulating market capitalization also at 19.84 billion yuan [2] Industry Overview - The electronics industry, to which Weicet Technology belongs, has an overall increase of 1.30%, with 424 stocks rising, including Tianyue Advanced, Liyang Chip, and Tianlu Technology, which have increased by 7.93%, 7.55%, and 6.92% respectively [2] - Conversely, 64 stocks in the industry have declined, with Tiancheng Technology, Hanshuo Technology, and Longxin Zhongke experiencing declines of 4.81%, 4.68%, and 2.34% respectively [2] Financial Results - According to the company's third-quarter report, it achieved a total operating revenue of 1.083 billion yuan in the first three quarters, representing a year-on-year growth of 46.22% [2] - The net profit for the same period was 202 million yuan, showing a significant year-on-year increase of 226.41% [2] - The basic earnings per share are reported at 1.3700 yuan, with a weighted average return on equity of 7.41% [2]

Core Viewpoint - The announcement details the conversion results of the convertible bonds issued by Shanghai Weicai Semiconductor Technology Co., Ltd., highlighting the limited conversion activity and the adjustments to the conversion price due to stock incentive plans and equity distributions [2][3][4][5][7]. Group 1: Convertible Bond Issuance Overview - The company issued a total of RMB 1,175 million in convertible bonds, with a maturity of 6 years and an initial conversion price of RMB 82.15 per share, which has been adjusted to RMB 62.65 per share [3]. - The bonds were approved by the China Securities Regulatory Commission and began trading on the Shanghai Stock Exchange on April 30, 2025 [3]. Group 2: Conversion Status - From October 15, 2025, to December 31, 2025, a total of RMB 55,000 worth of "Weicai Convertible Bonds" were converted into 866 shares, representing 0.0006% of the company's total shares before conversion [2][8]. - As of December 31, 2025, the amount of unconverted bonds stood at RMB 1,174,945,000, accounting for 99.9953% of the total issuance [2][8]. Group 3: Share Capital Changes - The company's total share capital increased from 113,834,777 shares to 114,159,795 shares due to the completion of the first vesting period of the 2024 restricted stock incentive plan, affecting the conversion price of the bonds [4]. - Further adjustments to the conversion price were made following additional stock incentive plan vesting events, with the latest adjustment bringing the price to RMB 62.65 per share [5][7]. Group 4: Additional Information - Investors seeking detailed information about the "Weicai Convertible Bonds" can refer to the company's prospectus published on April 7, 2025 [10].

本季度转股情况：2025 年 10 月 15 日至 2025 年 12 月 31 日，合计有 550 张"伟测转债"转为本公司 A 股股票，合计转股金额 55,000 元，合计转股股数 866 股。 | 证券代码：688372 | 证券简称：伟测科技 | 公告编号：2026-001 | | --- | --- | --- | | 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 可转债转股结果暨股份变动公告 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。 重要内容提示： 累计转股情况：上海伟测半导体科技股份有限公司（以下简称"公司"） 向不特定对象发行可转换公司债券"伟测转债"自 2025 年 10 月 15 日开始转股。 2025 年 10 月 15 日至 2025 年 12 月 31 日期间，累计已有人民币 55,000 元"伟测 转债"转换为公司股票，累计转股数量为 866 股，占"伟测转债"转股前公司已 发行股份总额的 0.0006%。 未转股可转债情况：截至 2025 年 1 ...

Group 1 - The core viewpoint of the article highlights the current production capacity utilization rates of the company’s major bases and its plans to maintain high utilization in the future [1] - The overall production capacity utilization rate of the company is currently maintained at 90% to 95% [1] - The company is committed to balancing investment growth with financial stability while planning capital expenditures according to market demand and strategic planning [1] Group 2 - The company is inquiring about the latest capacity utilization rates for its Shanghai, Wuxi, and Nanjing bases, indicating a focus on operational efficiency [1] - There is an emphasis on maintaining full production for high-end and mid-range machines, suggesting a strategic focus on product differentiation [1] - The company is preparing specific measures to sustain overall utilization rates above 90% in 2026, including night shifts, new equipment, and early production at the Chengdu base [1]

Group 1 - The semiconductor sector experienced a slight increase of 0.25% on December 29, with Dongwei Semiconductor leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Notable gainers in the semiconductor sector included Dongwei Semiconductor, which rose by 12.62% to a closing price of 80.29, and Hongwei Technology, which increased by 8.90% to 31.08 [1] Group 2 - The semiconductor sector saw a net outflow of 4.458 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.929 billion yuan [2] - Key stocks with significant net inflows from retail investors included Xinyuan Co., which had a net inflow of 3.88 billion yuan, and Dongwei Semiconductor, which saw a net inflow of 1.22 billion yuan [3] - Conversely, stocks like Pairui Co. and Jiamu Technology experienced notable net outflows, with Pairui Co. declining by 14.82% to 11.09 and Jiamu Technology down by 7.14% to 128.14 [2][3]

Group 1 - The core viewpoint of the article highlights the active performance of semiconductor stocks in the A-share market, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [2][3]. - The semiconductor index saw a rise of over 1.5%, with individual stocks like Maiwei Co. hitting a 20% limit up, and other companies such as Dongwei Semiconductor and Cambricon also experiencing significant gains [3]. - The National Venture Capital Guidance Fund aims to attract diverse investments from local governments, central enterprises, financial institutions, and private capital, focusing on strategic emerging industries and future industries [3]. Group 2 - In the South Korean stock market, major chip manufacturers like SK Hynix and Samsung Electronics have seen their stock prices rise significantly, with SK Hynix increasing by over 6% and Samsung Electronics by over 2% [4]. - The global semiconductor market is projected to reach $659.1 billion in 2024, reflecting a 20% year-on-year growth, with integrated circuits making up the largest share at 73.9% [6]. - Investment opportunities are emerging in the domestic semiconductor industry, particularly in third-generation semiconductor materials, computing chips, and RF communication chips, driven by national policies and international dynamics [6][7].

!"#$%&'()*+ ,-./0123456%&'()*+ 7879 :;<=>3?@ABCDEF+ 上海证券交易所： 平安证券股份有限公司（以下简称"平安证券"或"保荐机构"）作为承接 上海伟测半导体科技股份有限公司（以下简称"伟测科技"、"公司"）首次公开 发行股票并在科创板上市及公开发行可转换公司债券持续督导工作的保荐机构， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《上市公司募 集资金监管规则》等相关规定，本着审慎和勤勉尽责的原则，平安证券对伟测科 技 2025 年 1 月至本次现场检查期间（以下简称"本持续督导期间"）的规范运作 情况进行了现场检查，现就现场检查的有关情况报告如下： （二）保荐代表人 牟军、吉丽娜 （三）现场检查时间 2025 年 12 月 23 日 !"#$%&'()*#+, （四）现场检查人员 （一）保荐机构 吉丽娜、聂姿蔚、赵苡彤 平安证券股份有限公司 1 1、查看伟测科技主要生产经营场所及募投项目实施情况； 公司治理及内部控制、信息披露、独立性、与关联方的资金往来、募集资金 使用情 ...