Group 1 - The A-share market's semiconductor sector continued its upward trend, with significant gains observed across various stocks [1] - Notable performers included Weidao Nano, which surged over 14%, and Fuchuang Precision, which increased by more than 12% [1] - Other stocks such as Shengke Communication, Jingyi Equipment, and Qiangyi Co. also saw substantial increases, with gains exceeding 11%, 7%, and 6% respectively [1] Group 2 - Additional stocks like Huahai Chengke and Kema Technology rose over 5%, while Meixin Sheng, Yandong Micro, and Liyang Chip saw increases of over 4% [1]

Group 1 - The core viewpoint of the news is that 富创精密 (Fuchuang Precision) has seen a stock price increase of 6.07%, reaching 93.00 yuan per share, with a total market capitalization of 28.478 billion yuan [1] - 富创精密 specializes in manufacturing precision components for semiconductor equipment, particularly in the 7nm process technology, with its main business revenue composition being 68.56% from mechanical and electromechanical components, 28.92% from gas transmission systems, and 2.51% from other sources [1] Group 2 - 嘉实上证科创板芯片ETF (Jiashi SSE Sci-Tech Innovation Board Chip ETF) is one of the top ten circulating shareholders of 富创精密, having reduced its holdings by 160,300 shares to a total of 3.4752 million shares, representing 1.96% of the circulating shares [2] - The Jiashi SSE Sci-Tech Innovation Board Chip ETF has achieved a year-to-date return of 14.52% and a one-year return of 71.78%, ranking 433 out of 5,569 and 204 out of 4,295 respectively in its category [2] Group 3 - The fund manager of 嘉实上证科创板芯片ETF is 田光远, who has been in the position for 4 years and 343 days, with the fund's total asset size being 79.133 billion yuan [3] - During his tenure, the best fund return was 163.5%, while the worst return was -46.65% [3]

公司2025年三季报显示，前三季度营收27.3亿元，同比增长17.94%，但归母净利润3748.41万元，同比 大幅下降80.24%，主要因产能建设、研发等投入集中导致费用阶段性增加。2025年全年业绩预告预计 归母净利润亏损1200万元至600万元，亏损原因与此前战略投入相关。 经济观察网富创精密在2026年2月2日至6日集中接待了淡水泉、中信资管、南方基金等24家机构调研， 公司强调坚持大客户战略，并加速全球化产能布局，南通、北京及新加坡基地已陆续投产。股东方面， 国投(上海)基金计划于2026年3月至6月减持股份，而第一大股东沈阳先进制造自2025年5月实施增持计 划，截至2025年12月16日已增持约1.77亿元。 股票近期走势 截至2026年2月12日收盘，富创精密股价报87.68元，当日下跌1.11%，近5日累计跌幅达4.28%。资金面 显示短期承压，2月11日主力资金净流出3985.62万元，2月12日主力净流出进一步扩大至1767.45万元， 换手率维持在1%左右。 财报分析 机构观点 中邮证券于2026年2月9日发布研报，维持富创精密"买入"评级，认为随着产能释放，公司2026年盈利有 望改 ...

证券日报网2月10日讯 ，富创精密在接受调研者提问时表示，公司坚持大客户战略，依托平台化与国际 化的协同布局，提升对全球半导体设备龙头企业的综合服务能力。在技术上，持续研发创新，保持技术 领先性，并通过共性技术平台实现工艺整合与智能化生产；在产能上，预先储备产能，服务于国内外半 导体设备龙头公司。公司通过聚焦大客户战略，加速全球化布局，加强产品与技术研发、构建从需求洞 察到快速交付的全链条响应能力，为行业客户提供高效、精准的解决方案，进一步增强公司在国内外市 场的竞争力，业务规模持续增长，巩固了公司在半导体设备零部件市场的领先地位，为业务的持续增长 奠定坚实基础。 （文章来源：证券日报） ...

证券日报网2月10日讯 ，富创精密在接受调研者提问时表示，截至目前，公司在沈阳、南通、北京及新 加坡均积极推进相关产能布局，对客户进行贴近式服务践行。其中，南通富创作为公司IPO募投项目， 已于2024年结项并成功投产。北京富创及新加坡富创已完成验收，陆续投产，产能将逐步释放。 （文章来源：证券日报） ...

证券日报网2月10日讯，富创精密在接受调研者提问时表示，公司作为技术密集型与资本密集型产业代 表，近年来为应对全球半导体供应链重塑及长期发展需求，持续加大境内外产能建设、高端人才储备、 战略物资采购及研发投入。短期内因多项战略投入集中兑现，导致费用端阶段性承压。随着南通、北京 及新加坡基地产能逐步释放，叠加规模效应显现，公司边际成本有望降低，盈利水平会进一步提升。 ...

Core Viewpoint - The company is focusing on a large customer strategy and enhancing its global service capabilities in the semiconductor equipment sector through platformization and international collaboration, while continuously innovating in technology and production capacity [1][3]. Group 1: Company Strategy and Operations - The company is committed to a large customer strategy, leveraging platformization and international collaboration to improve service capabilities for leading global semiconductor equipment firms [3]. - The company has established production facilities in Nantong, Beijing, and Singapore, with Nantong already in operation and the others set to gradually release capacity [4]. - The company is focusing on advanced process technology, developing specialized surface treatment techniques such as dense spraying, plasma fluorine coating, and nanofilm technology, which are already in mass production for domestic leading clients [5]. Group 2: Financial Performance and Future Outlook - The company's performance has been under pressure due to increased investments in domestic and international capacity, high-end talent acquisition, strategic material procurement, and R&D, leading to temporary cost burdens [2][6]. - As production capacity in Nantong, Beijing, and Singapore is gradually released, along with the realization of scale effects, the company expects a reduction in marginal costs and an improvement in profitability [7]. - Shareholder activity includes a planned reduction in holdings by Guotou Shanghai Fund from March to June 2026, while the largest shareholder, Shenyang Advanced Manufacturing, has been increasing its stake, with a total investment exceeding 170 million yuan [2][8].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688409 证券简称：富创精密 公告编号：2026-013 沈阳富创精密设备股份有限公司 关于公司2023年限制性股票激励计划预留授予部分 第二个归属期归属结果的公告 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。 重要内容提示： 6、2023年3月24日，公司召开了第一届董事会第十九次会议和第一届监事会第十次会议，审议通过《关 于调整公司2023年限制性股票激励计划首次授予部分激励对象名单和授予数量的议案》《关于向公司 2023年限制性股票激励计划激励对象首次授予限制性股票的议案》，公司独立董事对相关事项发表了独 ● 本次归属股票来源：公司从二级市场回购的公司人民币A股普通股股票。 沈阳富创精密设备股份有限公司（以下简称"公司"）收到中国证券登记结算有限责任公司上海分公司于 2026年2月9日出具的《过户登记确认书》，公司完成了2023年限制性股票激励计划（以下简称"本激励 计划"）预留授予部分第二个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [5][10]. Core Insights - The company is strategically investing in core assets, which may lead to temporary profit pressure. It is projected to incur a net loss attributable to shareholders of between -12 million to -6 million yuan in 2025, primarily due to increased investments in key resources, advanced capacity, and talent reserves [3][5]. - The company has successfully completed its domestic and international capacity layout in Shenyang, Nantong, Beijing, and Singapore, significantly increasing its fixed asset scale to approximately 4.9 billion yuan, a growth of about 3.5 billion yuan compared to 2022 [4]. - The company is focusing on advanced process development, with new projects such as gas distribution plates and special coatings already validated and in mass production [4][10]. - The company is expected to achieve revenues of 3.75 billion, 5 billion, and 7 billion yuan in 2025, 2026, and 2027 respectively, with a projected net profit of -0.08 billion, 0.3 billion, and 0.66 billion yuan for the same years [5][9]. Financial Projections - Revenue is projected to grow at rates of 47.14%, 23.48%, 33.49%, and 39.80% for the years 2024, 2025, 2026, and 2027 respectively [9][12]. - The company’s EBITDA is expected to increase from 507.87 million yuan in 2024 to 1.41 billion yuan in 2027 [9]. - The net profit attributable to shareholders is forecasted to recover from a loss of 7.9 million yuan in 2025 to a profit of 660.43 million yuan in 2027, reflecting a significant turnaround [9][12].

证券代码：688409 证券简称：富创精密 公告编号：2026-013 沈阳富创精密设备股份有限公司 关于公司 2023 年限制性股票激励计划预留授予部分 第二个归属期归属结果的公告 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。 重要内容提示： 本次限制性股票归属数量为 2.0074 万股。 本次归属股票来源：公司从二级市场回购的公司人民币 A 股普通股股票。 1、2023 年 2 月 27 日，公司召开第一届董事会第十八次会议，审议通过了 《关于<沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划（草案）> 及其摘要的议案》《关于<沈阳富创精密设备股份有限公司 2023 年限制性股票激 励计划实施考核管理办法>的议案》《关于提请股东大会授权董事会办理股权激 励相关事宜的议案》等议案，公司独立董事对 2023 年限制性股票激励计划的相 关事项发表了独立意见。 2、2023 年 2 月 27 日，公司召开第一届监事会第九次会议，审议通过了《关 于<沈阳富创精密设备股份有限公司 2023 年限制性股票激励计划（草案 ...