Group 1 - The core viewpoint of the article highlights that Jingce Electronics (300567.SZ) is focusing on the testing needs of domestic high-end computing chips with its high-end MLO vertical probe card products [1] - The company emphasizes the importance of preparing sufficient production capacity and processes to align with industry growth [1] - Customer information related to the company's products is considered a commercial secret and cannot be disclosed [1]

Group 1 - The company Jingce Electronics announced the release of 1 million shares from pledge by its controlling shareholder and actual controller, Mr. Peng Qian [1] - As of the announcement date, Mr. Peng has a total of approximately 32.99 million shares pledged, which accounts for 47.05% of his total shareholding [1] Group 2 - The film industry experienced a surge in stock prices due to the introduction of a powerful Chinese video model capable of generating 15-second videos for commercial delivery with just a few prompts [1]

公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 武汉精测电子集团股份有限公司（以下简称"公司"）近日接到公司控股股 东、实际控制人彭骞先生的通知，彭骞先生将其直接持有的公司部分股权办理了 质押解除手续，具体情况如下： 一、股东股份解除质押的基本情况 | | 是否为控股股 | 本次解除质 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 东或第一大股 | | | 总股本 | 质押开始 | 解除质押 | | | 称 | 东及其一致行 | 押股份数量 | 持股份 | 比例 | 日期 | 日期 | 质权人 | | | | （股） | 比例（%） | | | | | | | 动人 | | | （%） | | | | | | | | | | 2024 年 9 | 2026 年 2 | 招商证券股份有限 | | 彭骞 | 是 | 1,000,000 | 1.43 | 0.36 | | | | | | | | | | 月 9 日 | 月 10 日 | 公司 | 1、股东股份 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The electronic industry index experienced a decline of 3.73% in the week of February 2-6, 2026, with semiconductors down by 3.02% [4] - Google's capital expenditure guidance for 2026 is projected to be between $175 billion and $185 billion, exceeding previous market expectations of $130 billion [5] - The demand for smartphones is expected to remain weak until at least the second half of 2027, with MediaTek forecasting a significant revenue decline in Q1 2026 [5] Summary by Sections Industry Trends - The semiconductor supply-demand tightness continues, with Infineon issuing price increase notices due to ongoing supply constraints and rising costs [6] - Samsung is considering a price increase of approximately 10% for its 4nm and 8nm processes [6] Investment Recommendations - The report suggests focusing on the supply chain of Changxin's related equipment and materials, as well as the chain reaction of semiconductor price increases [7] - Recommended stocks include North China Innovation, Zhongwei Company, and Tuojing Technology, while beneficiaries include Jingce Electronics, Zhaoyi Innovation, and others [7]

武汉精测电子集团股份有限公司，成立于2006年，位于武汉市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本27974.5172万人民币。通过天眼查大数据分析，武汉精测电子集团股份有限公司共对 外投资了25家企业，参与招投标项目571次，财产线索方面有商标信息10条，专利信息2092条，此外企 业还拥有行政许可5个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，武汉精测电子集团股份有限公司取得一项名为"一种相机对焦状态评估方 法、装置、设备及存储介质"的专利，授权公告号CN119183010B，申请日期为2024年8月。 天眼查资料显示，武汉精立电子技术有限公司，成立于2013年，位于武汉市，是一家以从事仪器仪表制 造业为主的企业。企业注册资本26645万人民币。通过天眼查大数据分析，武汉精立电子技术有限公司 共对外投资了3家企业，参与招投标项目102次，财产线索方面有商标信息6条，专利信息1113条，此外 企业还拥有行政许可26个。 深圳精测光电有限公司，成立于2023年，位于深圳市，是一家以从事软件和信息技术服务业 ...

证券代码：300567 证券简称：精测电子 公告编号：2026-016 武汉精测电子集团股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 武汉精测电子集团股份有限公司（以下简称"公司"或"精测电子"）于 2025 年 4 月 23 日分别召开了第五届董事会第二次会议、第五届监事会第二次会 议，审议通过了《关于公司及子公司使用部分闲置募集资金进行现金管理的议案》， 同意公司在确保不影响募集资金投资项目建设、募集资金使用和不改变募集资金 用途的情况下，使用额度不超过 4 亿元人民币暂时闲置募集资金进行现金管理， 购买安全性高、流动性好、低风险的理财产品。期限自公司董事会审议通过之日 起十二个月内有效，在决议有效期内，上述额度可循环使用。公司监事会、保荐 机构均发表了明确同意的意见。具体内容详见公司于 2025 年 4 月 25 日在巨潮资 讯网（http://www.cninfo.com.cn）披露的《武汉精测电子集团股份有限公司关 于公司及子公司使用部分闲置募集资金进行现金管理的公告》（公告编号： 202 ...

【长江电子杨洋团队】精测电子减持点评：不利因素释放完毕，看好量检测龙头26年订单高增趋势 #减持公告影响有限、公司基本面向好。 我们认为：减持属基金正常资金需求，此前也有预期，对公司实际控制权及公司战略无影响，短期情绪波动反而 为长期投资者提供配置窗口。 #海外供给受限与国产能力提升有望推进国产替代加速。 KLA作为量检测领域的绝对龙头，占据了全球近60%的市场，且在明暗场领域处于垄断地位，近期在法说会上进 一步强调了面向中国大陆销售的政策压力，同时也因为关键零部件短缺导致供应能力受限。 以精测为代表的国产龙头在明暗场设备和先制程率先突破，2026年有望在长鑫进一步高增长，在长存实现0到1的 突破，且先进明场设备在三地实现订单落地，我们认为公司全年订单和业绩都将同步高增长！ 【长江电子杨洋团队】精测电子减持点评：不利因素释放完毕，看好量检测龙头26年订单高增趋势 #减持公告影响有限、公司基本面向好。 公司发布股东减持计划公告，武汉精至、董秘、财务负责人分别计划减持不超过77.83万股、1.04万股、1.23万 股，占公司总股本比例分别为0.28%、0.0037%、0.0044%，其中武汉精至为公司上市前的员工 ...

Group 1: Shareholder Reductions - Shangle Electronics' actual controller plans to reduce holdings by no more than 3% [1] - Yilian Technology's shareholder Changjiang Chenda intends to reduce holdings by no more than 2% [1] - Fuhuan Micro's actual controller's concerted actor plans to reduce holdings by no more than 1.93% [1] - Xueda Education's shareholder Nanjing Xingnaheyuan intends to reduce holdings by no more than 0.5% [1] - Maipu Medical's shareholder Tang Ying plans to reduce holdings by no more than 1.2541% [1] - Gaohua Technology's shareholder Huang Biao intends to reduce holdings by no more than 1.8 million shares [1] - Jindan Technology's shareholder Shouzhong Education plans to reduce holdings by no more than 3% [1] - Changjiang Communication's shareholders Wuhan Jinkong, New Energy Industry, and Wuhan Changfa plan to collectively reduce holdings by no more than 1% [1] - Jingce Electronics' shareholder Chen Kai intends to reduce holdings by no more than 1.79% [1] - Wuxi Zhenhua's shareholders Wuxi Junrui and its concerted actors plan to collectively reduce holdings by no more than 3% [1] - China Unicom's structural adjustment fund has cumulatively reduced holdings by 1.0764% [1] - Luxin Investment's controlling shareholder Luxin Group has reduced holdings by 1% [1] Group 2: Other Corporate Actions - Naipu Mining has terminated the subscription for equity in Swiss Veritas Resources AG [1] - Jiangyan Group's Ningbo Longji plans to reduce holdings by no more than 3% [1]

精测电子（300567）(300567.SZ)公告，公司控股子公司齐鲁科力投资建设的8000吨/年高性能催化新材 料项目已顺利建成，正式进入试运行阶段。 ...

Core Viewpoint - The company, Jingce Electronics (300567.SZ), announced that its subsidiary, Qilu Keli, has successfully completed the construction of an 8,000 tons/year high-performance catalytic new materials project, which has officially entered the trial operation phase [1] Group 1 - The project has a capacity of 8,000 tons per year [1] - The project is focused on high-performance catalytic new materials [1] - The trial operation phase indicates progress towards full operational capability [1]