Core Viewpoint - The A-share market saw a significant rise in storage chip stocks on November 28, with multiple companies experiencing notable gains in their stock prices [1]. Group 1: Stock Performance - LeiKe Defense (雷科防务) reached a limit-up with a gain of 10.06%, bringing its total market value to 10.1 billion [2]. - HuiCheng Co., Ltd. (汇成股份) increased by 9.16%, with a total market capitalization of 13 billion [2]. - Jingyi Equipment (京仪装备) rose by 8.93%, achieving a market value of 16.1 billion [2]. - Shanghai Xinyang (上海新阳) saw a gain of 5.31%, with a market cap of 17.8 billion [2]. - Benhai Materials (本海道材) increased by 4.29%, with a total market value of 48 billion [2]. - JingSheng Co., Ltd. (晶升股份) rose by 4.21%, with a market capitalization of 4.893 billion [2]. - Aerospace Intelligent Equipment (航天智装) increased by 3.35%, with a market value of 18.4 billion [2]. - Kexiang Co., Ltd. (科翔股份) saw a gain of 3.26%, with a market cap of 6.963 billion [2]. - Zhenhua Wind Power (振华风光) increased by 3.28%, with a market value of 11.6 billion [2]. - Jiangbolong (江波龙) rose by 3.17%, achieving a market capitalization of 103.4 billion [2]. - Chengbang Co., Ltd. (诚邦股份) increased by 2.98%, with a market value of 4.014 billion [2]. - Baiwei Storage (佰维存储) rose by 3.05%, with a total market capitalization of 49.4 billion [2]. Group 2: Year-to-Date Performance - LeiKe Defense (雷科防务) has a year-to-date increase of 75.69% [2]. - HuiCheng Co., Ltd. (汇成股份) has risen by 70.56% year-to-date [2]. - Jingyi Equipment (京仪装备) has a year-to-date increase of 95.82% [2]. - Shanghai Xinyang (上海新阳) has risen by 53.52% year-to-date [2]. - Benhai Materials (本海道材) has a year-to-date increase of 24.27% [2]. - JingSheng Co., Ltd. (晶升股份) has risen by 26.44% year-to-date [2]. - Aerospace Intelligent Equipment (航天智装) has a year-to-date increase of 97.45% [2]. - Kexiang Co., Ltd. (科翔股份) has a year-to-date increase of 110.14% [2]. - Zhenhua Wind Power (振华风光) has risen by 13.42% year-to-date [2]. - Jiangbolong (江波龙) has a remarkable year-to-date increase of 186.81% [2]. - Chengbang Co., Ltd. (诚邦股份) has a year-to-date increase of 223.19% [2]. - Baiwei Storage (佰维存储) has risen by 70.91% year-to-date [2].

Group 1 - The semiconductor equipment sector experienced a notable surge on November 28, with companies such as Jingyi Equipment and Tuojing Technology rising over 5% [1] - Other companies in the sector, including Zhongke Feicai, Jingsheng Shares, and Huahai Qingke, also saw increases in their stock prices [1]

Core Viewpoint - The A-share market has seen a significant rise in storage chip stocks, indicating positive market sentiment in this sector [1] Group 1: Stock Performance - LeiKe Defense has reached the daily limit increase [1] - HuiCheng Co. has risen over 9% [1] - JingYi Equipment has increased by more than 8% [1] - Shanghai XinYang has gained over 5% [1] - HuaHai QingKe and JingSheng Co. have both risen over 4% [1] - Aerospace Intelligence and KeXiang Co. have increased by over 3% [1] - ZhenHua Wind Power, JiangBoLong, ChengBang Co., and BaiWei Storage have also seen gains of over 3% [1]

Industry Overview - The silicon semiconductor industry has gradually completed inventory destocking [2] - Downstream chip manufacturers such as Huahong, SMIC, Changxin, and Longsys are actively laying out new production capacity, which will gradually release material demand as construction cycles are completed [2] - The photovoltaic industry is currently undergoing a period of adjustment to counter internal competition [2] - The silicon carbide industry is seeing new applications emerging, and breakthroughs in 12-inch silicon carbide technology are expected to gradually drive up demand [2]

Core Viewpoint - On November 21, 2025, the company announced a significant shareholding change involving its shareholder, Xinrui Jicheng, which reduced its stake in the company by 0.81% through a series of transactions [1] Group 1: Shareholding Changes - Xinrui Jicheng reduced its holdings by 1,126,651 shares from November 6 to November 20, 2025, representing 0.81% of the company's total share capital [1] - Following this transaction, Xinrui Jicheng and its concerted party, Wu Yahong, now hold a total of 16,392,247 shares, down from 17,518,898 shares [1] - The percentage of total share capital held by Xinrui Jicheng and Wu Yahong decreased from 12.66% to 11.85% after the share reduction [1]

Core Points - The company Jing Sheng Co., Ltd. (688478.SH) announced a shareholding change involving its shareholder Xin Rui Ji Cheng [1] - Xin Rui Ji Cheng reduced its shareholding by 1,126,700 shares, representing 0.81% of the total share capital [1] - Following this transaction, Xin Rui Ji Cheng and its concerted party Wu Ya Hong's total shareholding decreased from 17,518,900 shares to 16,392,200 shares, reducing their ownership percentage from 12.66% to 11.85% [1]

证券代码：688478 证券简称：晶升股份 公告编号：2025-056 南京晶升装备股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 公司股东鑫瑞集诚（厦门）创业投资合伙企业（有限合伙）及其一致行动人吴亚宏 保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | | □ | 控股股东/实控人的一致 | □ _____________ | | 吴亚宏 | 行动人 | |  不适用 | | |  | 其他直接持股股东 | | 二、 权益变动触及 1%刻度的基本情况 公司于 2025 年 11 月 20 日收到股东鑫瑞集诚（厦门）创业投资合伙企业（有 限合伙）（以下简称"鑫瑞集诚"）出具的《关于股份变动触及 1%整数倍的告知 函》，股东鑫瑞集诚于 2025 年 11 月 6 日至 2025 年 11 月 20 日期间，通过集中竞 价交易方 ...

Group 1 - The company plans to acquire control of Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [1] - Upon completion of the transaction, Weizhun Intelligent will become a subsidiary of the company [1] - The transaction is expected to be classified as a related party transaction but will not constitute a major asset restructuring or a restructuring listing [1] Group 2 - The company's stock was suspended from trading on August 26, 2025, for a period not exceeding 10 trading days due to the transaction [2] - On September 8, 2025, the company held a board meeting and approved the proposal related to the acquisition and fundraising [2] - The stock resumed trading on September 9, 2025, following the announcement of the transaction details [3] Group 3 - As of the announcement date, the company is actively communicating with all parties involved in the transaction and is progressing with due diligence, auditing, and evaluation work [3] - The company will adhere to relevant regulations and timely fulfill information disclosure obligations as the transaction progresses [4]

Core Viewpoint - The company plans to acquire control of Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, with the intention of making it a subsidiary after the transaction is completed [1] Group 1: Transaction Details - The transaction is expected to constitute a related party transaction but will not be classified as a major asset restructuring or a restructuring listing [1] - The company also intends to raise supporting funds as part of this transaction [1]

证券代码：688478 证券简称：晶升股份 公告编号：2025-055 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。 一、本次交易的基本情况 南京晶升装备股份有限公司（以下简称"公司"或"上市公司"） 拟通过 发行股份及支付现金的方式购买北京为准智能科技股份有限公司（以下简称"为 准智能"或"标的公司"）的控制权，同时拟募集配套资金（以下简称"本次交 易"）。本次交易完成后，为准智能将成为上市公司的控股子公司。本次交易预 计构成关联交易，但不构成重大资产重组及重组上市。 二、本次交易的进展情况 根据上海证券交易所相关规定，经公司申请，公司股票（证券简称：晶升股 份，证券代码：688478）于2025年8月26日（星期二）开市起停牌，停牌时间不 超过10个交易日。具体内容详见公司于2025年8月26日、2025年9月2日在上海证 券交易所网站（www.sse.com.cn）披露的《南京晶升装备股份有限公司关于筹划 发行股份及支付现金购买资产并募集配套资金事项的停牌的公告》（公告编号： 2025-037）和《关于筹划发行股份及支 ...