精智达(688627.SH)发布关于签订日常经营重大合同的公告，本次签订合同属于公司控股子公司合肥精 智达集成电路技术有限公司(以下简称"合肥集成电路")日常经营行为。若合同顺利履行，具体订单能正 常交付，预计将对公司以后年度经营业绩产生积极影响。合同标的为半导体测试设备及其配套治具，合 同总金额13.11亿元。 ...

深圳精智达技术股份有限公司（以下简称"公司"）于 2026 年 1 月 23 日召开 第四届董事会第八次会议，以 9 票同意、0 票反对、0 票弃权审议通过了《关于 签订日常经营重大合同的议案》。具体内容详见公司于同日在上海证券交易所网 站（www.sse.com.cn）披露的《关于签订日常经营重大合同的公告》（公告编号： 2026-002）。 本次签订合同属于公司控股子公司合肥精智达集成电路技术有限公司（以下 简称"合肥集成电路"）日常经营行为。结合客户产线建设规划及公司产能安排， 本次合同项下设备预计 3 年内完成交付，具体执行需根据交易双方实际签署的采 购订单予以确定。合同的履行预计将对公司 2026 年至 2028 年度经营业绩产生积 极影响，公司将根据合同相关约定及企业收入确认原则，在相应会计期间确认收 入（最终以经会计师事务所审计的数据为准）。 二、合同履行的风险分析 合同双方均具有良好的履约能力，但在合同履行期间，如遇不可抗力或其他 因素将可能影响合同的最终履行情况。由于合同履行周期较长，可能存在原材料 及人力成本上升等因素造成毛利率下降的风险。本合同约定总金额基于客户预估 采购数量确定，具体执 ...

Core Viewpoint - The company, Jingzhida (688627), has signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment, which is expected to positively impact future operating performance if fulfilled successfully [1] Group 1: Contract and Financial Impact - The contract signed by the company's subsidiary, Hefei Jingzhida Integrated Circuit Technology Co., Ltd., involves semiconductor testing equipment and related fixtures [1] - The customer involved in the contract has a good credit standing and performance capability, indicating a low risk of default [1] - The company anticipates that successful execution of this contract will lead to a positive influence on its operating results in the coming years [1] Group 2: Business Performance and Orders - In a recent investor meeting, the company highlighted two major semiconductor orders for 2025, amounting to 322 million yuan and 323 million yuan respectively [1] - The company's semiconductor business showed remarkable performance in the first three quarters of 2025, generating revenue of 423 million yuan, a significant year-on-year increase of 220.50% [1] Group 3: Technological Advancements and Market Position - The company has achieved a significant breakthrough with its ASIC chips for testing machines, which are now applied in high-speed FT testing machines and upgraded CP testing machines [2] - The company has completed the comprehensive layout of major semiconductor storage testing equipment, enabling it to provide systematic solutions and demonstrating strong competitive advantages [2] - The company is focusing on long-term strategic technology reserves for SoC testing machines, aiming to provide complete solutions for high-performance computing chips in the AI era [2] Group 4: Market Outlook and Industry Trends - The company expects the semiconductor testing equipment market to expand rapidly due to diverse new demands driven by technological iterations and product innovations [3] - International manufacturers are increasing their production capacity in response to industry expansion trends, which the company is also aligning with by optimizing capacity and accelerating strategic layout [3] - The company expresses confidence in its future development, positioning itself as a foundational player in the AI era's semiconductor testing equipment market [3]

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

Core Viewpoint - Jingzhida (688627) announced a significant contract with a total value of 1.311 billion yuan (including tax) for semiconductor testing equipment and related fixtures [1] Company Summary - The contract was signed between Hefei Jingzhida Integrated Circuit Technology Co., Ltd., a subsidiary of Jingzhida, and a client [1] - The contract is categorized as a major operational contract, indicating its importance to the company's business activities [1] Industry Summary - The contract pertains to the semiconductor testing equipment sector, which is critical for the ongoing development and quality assurance in the semiconductor industry [1]

证券代码：688627 证券简称：精智达 公告编号：2026-002 深圳精智达技术股份有限公司 对上市公司当期业绩的影响：本次签订合同属于深圳精智达技术股份有 限公司（以下简称"公司"）控股子公司合肥精智达集成电路技术有限公司（以 下简称"合肥集成电路"）日常经营行为。若合同顺利履行，具体订单能正常交 付，预计将对公司以后年度经营业绩产生积极影响，公司将根据合同的相关规定 以及公司收入确认原则在相应的会计期间确认收入（最终以经会计师事务所审计 的数据为准）。 合同履行中的重大风险及重大不确定性：合同双方均具有良好的履约能 力，但在合同履行期间，如遇不可抗力或其他因素将可能影响合同的最终履行情 况。由于合同履行周期较长，可能存在原材料及人力成本上升等因素造成毛利率 下降的风险。本合同约定总金额为客户预估采购数量，具体执行需根据交易双方 实际签署的采购订单予以确定，可能存在采购量不达预期或采购金额变动的风险。 公司将持续跟进合同履行情况并及时履行信息披露义务，敬请广大投资者理性投 资，注意投资风险。 一、审议程序情况 合同类型：日常经营性销售合同 合同总金额：人民币 131,080.00 万元（含税） 合同生效 ...

Group 1 - The core point of the article is that the company Jingzhida has signed a sales contract for semiconductor testing equipment worth 1.311 billion RMB (including tax) through its subsidiary Hefei Jingzhida Integrated Circuit Technology Co., Ltd. [1] Group 2 - The contract is categorized as a routine operational sales agreement, indicating ongoing business activities in the semiconductor sector [1]. - The total amount of the contract reflects significant business engagement and potential revenue generation for the company [1].

Core Viewpoint - The company has signed a daily operational sales contract worth 1.21 billion yuan for semiconductor testing equipment and related fixtures, which is expected to positively impact future operating performance if the contract is fulfilled successfully [1] Group 1 - The contract amount is 1.21 billion yuan [1] - The contract pertains to semiconductor testing equipment and its associated fixtures [1] - The company has opted for partial information disclosure exemption due to the sensitive nature of client names, product specifications, quantities, and prices, which could lead to breaches or unfair competition [1]

格隆汇1月23日丨精智达(688627.SH)公布，公司于2026年1月23日召开第四届董事会第八次会议，以9票 同意、0票反对、0票弃权审议通过了《关于签订日常经营重大合同的议案》，合同标的为半导体测试设 备及其配套治具，合同总金额13.11亿元。 ...

Group 1 - The general equipment sector increased by 0.4% on January 22, with Rui Xin Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Rui Xin Technology's stock price rose by 19.98% to 21.62, with a trading volume of 282,800 shares and a transaction value of 576 million yuan [1] Group 2 - The general equipment sector saw a net inflow of 787 million yuan from institutional investors, while retail investors experienced a net outflow of 645 million yuan [2] - The top gainers in the general equipment sector included Youji Co., Ltd. with an 11.76% increase and Tengda Technology with a 10.01% increase [1] - The stock of Lio Co., Ltd. fell by 10.04% to 8.42, with a trading volume of 343,700 shares and a transaction value of 289 million yuan [2] Group 3 - Snowman Group had a net inflow of 665 million yuan from institutional investors, while retail investors had a net outflow of 489 million yuan [3] - The stock of Giant Lifting Tools saw a net inflow of 310 million yuan from institutional investors, with a net outflow of 169 million yuan from retail investors [3] - Tengda Technology experienced a net inflow of 164 million yuan from institutional investors, while retail investors had a net outflow of 74 million yuan [3]