精测电子公告，持股5%以上股东陈凯先生持有2252.98万股，占总股本8.05%；因自身资金需要，拟自 公告15个交易日后的3个月内（2026年3月6日至2026年6月5日）通过集中竞价或大宗交易减持不超500万 股，占1.79%，其中集中竞价减持不超1%，大宗交易减持不超2%。 ...

证券日报网讯2月2日，精测电子（300567）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数23235户。 ...

Core Viewpoint - The recent performance reports from nine display-related companies indicate a mixed outlook, with some companies showing signs of recovery while others continue to face significant losses. Group 1: Company Performance - Shanshan Co., Ltd. expects a net profit of 400 million to 600 million yuan for 2025, marking a turnaround from losses in the previous year, driven by strong sales in its core anode materials and polarizer businesses [3][4]. - Longteng Optoelectronics anticipates a net loss of 193 million to 225 million yuan for 2025, citing a challenging market environment and increased competition in the small-sized display sector [5]. - Hehui Optoelectronics reported a total revenue of 550.07 million yuan for 2025, a 10.94% increase year-on-year, but still expects a net loss of 1.97 billion yuan, although this represents an improvement from the previous year's loss [6][8]. - AOC Technology forecasts a net loss of 630 million to 820 million yuan for 2025, with operational costs rising due to intensified competition and changes in the international trade environment [9][11]. - Weida Optoelectronics projects a net loss of 16 million to 20 million yuan for 2025, impacted by increased market competition and rising fixed costs from new production lines [12][13]. - Hanbo High-tech expects a net loss of 55 million to 90 million yuan for 2025, with increased manufacturing costs and depreciation affecting profitability [15][16]. - Jingce Electronics anticipates a net profit of 80 million to 90 million yuan for 2025, recovering from a loss of approximately 97.6 million yuan in the previous year, driven by growth in its semiconductor and display testing businesses [17][19]. - Chengzhi Co. predicts a net loss of 50 million to 100 million yuan for 2025, with a significant decline in profitability due to weak demand in the chemical sector [20][22]. - Honghe Technology expects a net profit of 50.5 million to 60.5 million yuan for 2025, but this represents a decline of 72.74% to 77.24% compared to the previous year, attributed to market fluctuations and increased costs [23][24].

半导体业务加速放量，精测电子（300567）（300567.SZ）盈利能力显著增强。 然而自2023年开始，受全球经济下行、消费电子市场需求疲软等不利因素影响，显示面板行业面临较大 的压力，公司当年业绩出现大幅下滑。2024年，市场需求疲软，显示、新能源领域继续面临较大的挑战 和压力，尤其是新能源领域营业收入和毛利率下滑明显，导致该板块亏损约8900万元，公司全年归母净 利润亏损9760万元。 公开资料显示，精测电子2006年成立于湖北武汉，靠模组检测设备起家，2010年进入检测自动化领域， 2013年通过收购将产品拓展至AOI、OLED检测等领域，逐步成为国内面板检测设备领域覆盖最全的公 司之一。2016年，公司在创业板挂牌上市，成为国家认可的细分市场龙头企业。 1月31日，精测电子发布业绩预告，2025年公司预计实现归母净利润8000万元至9000万元，同比增长 181.97%至192.21%，同比扭亏为盈。 精测电子表示，报告期内，公司在半导体领域主要产品均实现规模化量产，交付能力显著增强，收入确 认规模同比大幅增长。随着业务结构优化及经营效率提升，公司半导体板块盈利能力显著改善，新签订 单、营业收入、 ...

Market Outlook - The market is expected to maintain a fluctuating upward trend around the Spring Festival in February 2026, with a focus on the "Technology + Resources" mainline market[3] - Key attention should be given to the earnings reports of US tech stocks and the potential validation of AI industry trends[3] Investment Strategy - Focus on three main lines: - Technology sector, including optical modules, storage, semiconductor equipment, and energy storage, addressing the issues of electricity shortages in the US, chip shortages domestically, and global storage shortages[3] - Non-ferrous metals, with increased volatility expected after January, particularly in industrial metals and chemicals[3] - Hot topics such as robots participating in the Spring Festival Gala and updates on AI large models[3] Recommended Stocks - **Metals**: Shandong Gold (EPS: 1.78, PE: 30.6 in 2026E)[20] - **Chemicals**: Juhua Co. (EPS: 2.51, PE: 15.7 in 2026E)[20] - **New Energy**: Junda Co. (EPS: 1.67, PE: 60.5 in 2026E)[20] - **Machinery**: Dier Laser (EPS: 2.87, PE: 30.6 in 2026E)[20] - **Military Industry**: Aero Engine Corporation (EPS: 0.35, PE: 132.9 in 2026E)[20] - **Non-Banking**: New China Life (EPS: 10.68, PE: 7.8 in 2026E)[20] - **Automotive**: Top Group (EPS: 1.92, PE: 37.7 in 2026E)[20] - **Electronics**: Jingce Electronics (EPS: 1.15, PE: 115.3 in 2026E)[20] - **Communication**: Zhongji Xuchuang (EPS: 17.40, PE: 37.3 in 2026E)[20] - **Media**: Giant Network (EPS: 2.12, PE: 20.8 in 2026E)[20] Risk Factors - Economic recovery may fall short of expectations, leading to slow growth or stagnation due to factors like slow job growth and reduced market demand[22] - Significant changes in individual stock fundamentals could lead to substantial declines in revenue or net profit[22]

Core Viewpoint - The semiconductor company Jingce Electronics (300567) has announced a positive earnings forecast for 2025, projecting a net profit of 80 million to 90 million yuan, marking a turnaround from a loss in the previous year [2][3]. Financial Performance - The company expects a net profit attributable to shareholders of 80 million to 90 million yuan for 2025, compared to a loss of 97.5985 million yuan in the previous year, representing a growth of 181.97% to 192.21% [3]. - The forecasted net profit excluding non-recurring items is projected to be between 21.657 million and 31.657 million yuan, reflecting a year-on-year increase of 113.66% to 119.97% [2][3]. Business Segment Analysis - In the semiconductor equipment sector, the company has strengthened its leading position in domestic semiconductor measurement and increased R&D investment in advanced processes (14nm and below), leading to significant revenue growth and improved profitability [3][4]. - The advanced process products have become the core driver of the company's performance, with the semiconductor sector now being the main contributor to overall revenue [4]. - In the display business, the company anticipates a continued recovery in the flat panel display industry in 2025, benefiting from the expansion of large-size LCD production and increased demand for testing equipment [4]. Challenges and Adjustments - The company faces ongoing losses in its new energy business and plans to optimize its business structure, focusing on its strengths in the semiconductor sector [5]. - Investment income has decreased compared to the previous year, particularly from its joint venture Hubei Xingchen Technology Co., which is currently in a rapid investment phase, further impacting overall performance [5]. - Non-recurring gains are expected to contribute approximately 58.343 million yuan to the net profit, primarily from government subsidies [5]. Market Performance - The stock has seen a strong performance, with a cumulative increase of over 45% in January 2025 [5].

Core Viewpoint - The company, Jingce Electronics, forecasts a significant increase in net profit for 2025, driven by advancements in semiconductor equipment and a strong market position in the semiconductor measurement sector [1]. Group 1: Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 80 million and 90 million yuan, representing a year-on-year increase of 181.97% to 192.21% [1]. - The net profit after deducting non-recurring gains and losses is anticipated to be between 21.657 million and 31.657 million yuan, reflecting a year-on-year growth of 113.66% to 119.97% [1]. Group 2: Semiconductor Sector - The company is capitalizing on the critical window for domestic semiconductor equipment replacement, enhancing its leading position in the semiconductor measurement field [1]. - Key products in the semiconductor front-end measurement sector, such as thickness measurement series, OCD equipment, and electron beam equipment, are leading in the domestic industry [2]. - Advanced process products, particularly those for 7nm and below, are increasingly contributing to the company's revenue and order volume, becoming the core driver of performance [2]. Group 3: Display Industry - The flat panel display industry is experiencing a recovery, with steady demand for terminal applications, benefiting the company from the expansion of LCD and OLED production capacities [3]. - The company is deepening cooperation with major clients and exploring traditional display market demands while also expanding into new display technologies and precision optical instruments [3]. - The flat panel display testing business has seen rapid growth, with an increase in gross margin and significant improvement in profitability due to optimized customer and product structures [3].

Group 1 - The company Jingce Electronics announced that its fifth board meeting for the year 2026 was held on January 30, 2026, via teleconference [1] - The meeting reviewed the proposal regarding the expected daily operational related transactions for the year 2026 [1]

证券代码：300567 证券简称：精测电子 公告编号：2026-011 （一）关联交易概述 武汉精测电子集团股份有限公司（以下简称"公司"）及下属全资/控股子 公司因日常经营需要，拟与关联方武汉克莱美特创新技术股份有限公司（以下简 称"克莱美特"）、苏州科韵激光科技有限公司（以下简称"苏州科韵"）、昆 山龙雨智能科技有限公司（以下简称"昆山龙雨"）、苏州诺亚智造科技有限公 司（以下简称"苏州诺亚"）、伟恩测试技术（武汉）有限公司（以下简称"伟 恩测试"）、浙江众凌科技有限公司（以下简称"浙江众凌"）、高视科技（苏 州）股份有限公司（以下简称"高视科技"）、湖北星辰技术有限公司（以下简 称"湖北星辰"）、上海惟甲科技有限公司（以下简称"上海惟甲"）、合肥威 迪半导体材料有限公司（以下简称"合肥威迪"）、长沙华实半导体有限公司（以 下简称"长沙华实"）发生日常经营性关联交易事项，预计2026年度日常关联交 易额度合计不超过16,060万元，占公司最近一期经审计净资产的4.64%。 公司于2026年1月30日召开第五届董事会第十次会议，审议《关于公司2026 年度日常经营性关联交易预计的议案》。彭骞先生、刘荣华先生 ...

南财智讯1月30日电，精测电子发布2025年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为8000万元—9000万元，同比预增181.97%—192.21%；预计2025年全年归属于上市公司股东的扣除非 经常性损益的净利润为2165.70万元—3165.70万元，同比预增113.66%—119.97%。 ...