中信证券股份有限公司 关于北京京仪自动化装备技术股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受北京京仪自动化装备技 术股份有限公司（以下简称"京仪装备"）股东安徽北自投资管理中心(有限合 伙)（以下简称"出让方"）委托，组织实施本次京仪装备首发前股东向特定机 构投资者询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则》《上 海证券交易所科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下 简称"《询价转让和配售指引》"）等相关规定，中信证券对参与本次询价转让 股东的相关资格进行核查，并出具本核查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托，委托中信证券组织实施本次 询价转让。 二、关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 根据相关法规要求，中信证券对出让方的相关资格进行了核查。出让方已出 具《关于向特定 ...

国泰君安证券股份有限公司（以下简称"国泰君安"、"保荐机构"）作为北京 京仪自动化装备技术股份有限公司（以下简称"京仪装备"或"公司"）首次公开发 行股票并在科创板上市的保荐机构，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》《上海证券交易所科创板上市公司自律监管 指引第 1 号——规范运作》等有关规定，对京仪装备首次公开发行部分限售股上 市流通事项进行了审慎核查，具体情况如下： 一、本次上市流通的限售股类型 国泰君安证券股份有限公司 关于北京京仪自动化装备技术股份有限公司 首次公开发行部分限售股上市流通的核查意见 经中国证券监督管理委员会《关于同意北京京仪自动化装备技术股份有限公 司首次公开发行股票注册的批复》（证监许可〔2023〕1778 号）同意，公司首次 向社会公众公开发行人民币普通股（A 股）42,000,000 股，于 2023 年 11 月 29 日在上海证券交易所科创板上市，发行完成后总股本为 168,000,000 股，其中有 限售条件流通股 130,114,942 股，无限售条件流通股 37,885,058 股。 本次上市流通的限售股为首次公开发行的部分限售股， ...

证券代码：688652 证券简称：京仪装备 公告编号：2024-031 首次公开发行部分限售股上市流通的公告 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 55,890,000 股。 本次股票上市流通总数为 55,890,000 股。 北京京仪自动化装备技术股份有限公司 本次股票上市流通日期为 2024 年 11 月 29 日。 一、 本次上市流通的限售股类型 中国证券监督管理委员会《关于同意北京京仪自动化装备技术股份有限公司 首次公开发行股票注册的批复》（证监许可〔2023〕1778 号）同意，公司首次向社 会公众公开发行人民币普通股（A 股）42,000,000 股，于 2023 年 11 月 29 日在上 海证券交易所科创板上市，发行完成后总股本为 168,000,000 股，其中有限售条件 流通股 130,114,942 股，无限售条件流通股 37,885,058 股。 本次上市流通的限售股为首次公开发行的部分限售股，对应限售股股东为 ...

证券代码：688652 证券简称：京仪装备 北京京仪自动化装备技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------|---------------------------------------|------------------------------|-----------------------------------------------------------------------------------| | | | | 编号： 2024 - 004 | | | | | | | 投资者关系活动类别 | 特定对象调研 | 分析师会议 | | | | 媒体采访 | 业绩说明会 | | | | 新闻发布会 | 路演活动 | | | | 现场参观 | | | | | 其他（请文字说明其他活动内容） | | | | 参与单位名称及人员姓名 | 线上参与公司 2024 | 年第三季度业绩说明会的投资者 | | | 时间 | 2024 年 11 月 15 | 日 15:00-16:00 | | | 地点 | 价值在线 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company with a target price of 64.5 CNY, compared to the current price of 52.15 CNY [1]. Core Views - The company reported a robust year-on-year growth in Q3 2024, with revenue reaching 267 million CNY, a 53.42% increase compared to the same period last year. The gross margin improved to 35.42%, and the net profit attributable to shareholders was 50 million CNY, reflecting a 29.53% year-on-year growth [1]. - The semiconductor equipment market is expected to grow rapidly due to the expansion of wafer fabs and the acceleration of domestic production processes, benefiting the company significantly [1]. - The company is focusing on key core technology advancements and diversifying its product structure, which is expected to support long-term growth [1]. Financial Summary - For the first three quarters of 2024, the company achieved total revenue of 772 million CNY, a year-on-year increase of 27.84%. The net profit attributable to shareholders was 130 million CNY, up 11.14% year-on-year [1][2]. - The projected financials for 2024-2026 indicate a steady increase in revenue and net profit, with net profit expected to reach 177 million CNY in 2024, 241 million CNY in 2025, and 320 million CNY in 2026 [2][6]. - The company’s gross margin is projected to stabilize around 36.5% by 2026, with a net profit margin of 18% [6]. Market Position - The company holds a leading position in the domestic semiconductor temperature control equipment market, with a market share of 35.73% in 2022. It has also improved its ranking in the semiconductor waste gas treatment equipment sector from eighth in 2018 to fourth in 2022 [1]. - The company’s R&D investment increased by 65.39% year-on-year to 70 million CNY in the first three quarters of 2024, indicating a strong commitment to innovation and product development [1]. Future Outlook - The company is expected to maintain a high growth trajectory in performance and profitability, driven by the gradual delivery of customer orders and the ramp-up of new products [1]. - The semiconductor equipment market is anticipated to continue expanding, driven by increasing demand for specialized equipment due to the complexity of integrated circuit manufacturing processes [1].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance relative to the market index [4]. Core Views - The semiconductor industry is experiencing a recovery driven by AI advancements, leading to increased demand for memory and advanced process chips. Major storage companies are expanding production significantly, with SK Hynix planning to increase DRAM monthly output by 14-15 times compared to Q1 2024, and TSMC raising prices for advanced process foundry services by 8%-10% for AI-related products [1][7]. - The company is well-positioned to benefit from the storage expansion cycle, as its major clients are leading storage firms. The demand for temperature control products is expected to rise due to the increasing costs associated with advanced process development [1][7]. - The company's Q3 performance showed a significant increase in revenue and net profit, with a year-on-year revenue growth of 53.42% in Q3 alone [2]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved revenue of 772 million yuan, a year-on-year increase of 27.84%, and a net profit of 130 million yuan, up 11.14% year-on-year. In Q3, revenue reached 267 million yuan, reflecting a 53.42% increase year-on-year [2]. - The gross margin and net margin for Q3 were 35.42% and 18.73%, respectively, with a decline in net margin attributed to impairment losses and a high base from government subsidies in the previous year [2]. Market Outlook - The company is expected to see revenue growth from 966 million yuan in 2024 to 1.68 billion yuan in 2026, with corresponding net profits projected to rise from 163 million yuan to 284 million yuan over the same period [7][8]. - The report anticipates a strong rebound in the semiconductor equipment market by 2025, driven by increased capital expenditures from downstream manufacturers [1][7]. Key Metrics - The company's total market capitalization is approximately 8.76 billion yuan, with a circulating market value of about 2.1 billion yuan. The stock has seen a 52-week high of 64.00 yuan and a low of 34.01 yuan [3]. - The projected P/E ratios for 2024, 2025, and 2026 are 53.65, 40.80, and 30.82, respectively, indicating a decreasing valuation as earnings grow [8].

北京京仪自动化装备技术股份有限公司 2024 年第三季度报告 单位：元 币种：人民币 1 / 14 证券代码：688652 证券简称：京仪装备 北京京仪自动化装备技术股份有限公司 2024 年第三季度报告 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： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、 主要财务数据 （一） 主要会计数据和财务指标 | --- | --- | --- | --- | --- | |------------------------------------------------|----------------|---------------------------------------|----------------|-- ...

公司以预期信用损失为基础，对应收票据、应收账款、其他应收款进行了减 值测试。经测试，本次需计提信用减值损失金额共计 8,669,861.35 元。 单位：人民币元 项目 2024 年 1-9 月计提金额 备注 信用减值损失 8,669,861.35 应收账款及其他应收款坏账损失 资产减值损失 11,286,277.35 存货跌价损失及合同资产减值损失 合计 19,956,138.70 证券代码：688652 证券简称：京仪装备 公告编号：2024-029 北京京仪自动化装备技术股份有限公司 关于 2024 年前三季度计提资产减值准备的公告 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。 一、计提减值准备的情况概述 北京京仪自动化装备技术股份有限公司(以下简称"公司")根据《企业会计 准则第 8 号--资产减值》和相关会计政策的规定，结合公司的实际情况，为客 观、公允地反映公司截至 2024 年 9 月 30 日的财务状况和 2024 年 1-9 月的经营 成果，公司对截至 2024 年 9 月 30 日合并范围内存在减值迹 ...

Summary of the Conference Call Company Overview - The conference is hosted by Jingyi Equipment, focusing on the 2024 Semi-Annual Profit Explanation [1] Key Points and Arguments - The meeting is led by Zheng Shuainan, the secretary and financial director of the board, indicating a structured approach to financial communication [1] - The format of the conference includes video recording and online text interaction, suggesting an emphasis on accessibility and transparency for investors and partners [1] Additional Important Content - The opening remarks express gratitude towards investors and partners, highlighting the company's commitment to maintaining strong relationships with stakeholders [1]