（文/罗叶馨梅）12月11日，长电科技（600584.SH）发布公告称，公司近日收到中国银行间市场交易商协会出具的《接受注册通知书》。通知同意接受公司 面向银行间债券市场注册总额为48亿元的中期票据，标志着相关债务融资工具正式获批进入注册阶段。 公告显示，本次48亿元中期票据注册额度自通知书落款之日起2年内有效，由交通银行、招商银行等八家银行联合担任主承销商。长电科技可在注册有效期 内根据资金需求和市场环境分期发行中期票据，以实现融资节奏的统筹安排。公司表示，此举有利于拓宽公司融资渠道，优化债务结构，提升资金管理灵活 性。 公开资料显示，长电科技是集成电路制造与技术服务提供商，主要提供一站式芯片成品制造解决方案。公司业务涵盖集成电路封装、测试等环节，服务对象 包括多家国内外集成电路设计公司和整机厂商。今年前三季度，公司实现归母净利润9.54亿元，同比下降11.39%。 从公司披露的内容来看，通过在银行间市场注册中期票据，有助于灵活匹配中长期资金需求，为后续技术升级、产线投入及全球客户服务能力建设提供更多 资金支持。在集成电路产业加快国产化和供应链布局的大背景下，优化债务结构也有利于公司提高抗风险能力和经营稳健 ...

Core Viewpoint - Anji Technology (688019.SH) has disclosed its latest developments in storage demand, capacity layout, and overseas expansion during an investor relations event held on December 9-10, 2023, attended by various institutional investors [1] Group 1: Storage Demand - The company indicated that several products, including chemical mechanical polishing (CMP) slurries and functional wet electronic chemicals, are now applied in the manufacturing process of storage chips, with improvements in customer demand expected to drive business growth [3] Group 2: Capacity Layout - Anji Technology's production capacity is primarily based in Shanghai's Jinqiao, focusing on CMP slurry production, while the Ningbo Beilun site emphasizes functional wet electronic chemicals, ensuring supply chain security with some slurry production [3] - The Shanghai Chemical Zone is currently in the construction phase for upstream raw material production lines, with the company planning to align production line construction and commissioning with its mid-to-long-term strategy and market conditions [3] Group 3: Overseas Expansion - The company reiterated its core strategy of "rooted in China, serving globally," adopting a gradual and demand-driven approach to expand overseas markets, particularly focusing on Taiwan [3] - Efforts include building a local talent team and laboratory environment, enhancing local service capabilities, and actively managing projects with clients, achieving progress in technical cooperation and product validation [3] Group 4: Competitive Advantages - Anji Technology has established a "3+1" technology platform over two decades, with some technical indicators reaching international advanced levels, enhancing its product iteration speed and continuous innovation [4] - The company emphasizes a customer-centric service model with high responsiveness and flexibility, providing one-stop solutions while ensuring supply security through self-controlled core raw material supply [4] Group 5: Business Structure and Market Position - The business structure for CMP slurries and functional wet electronic chemicals is expected to remain stable in the short term, with functional wet electronic chemicals entering a phase of scale growth after expanding its product series [4] - The competitive landscape for functional wet electronic chemicals is primarily dominated by overseas manufacturers, but the company aims to leverage its R&D strength, quality assurance, and customer collaboration to expand in both mainland China and overseas markets [4] Group 6: Profitability and Financial Outlook - With the ramp-up of functional wet electronic chemicals production at the Ningbo Beilun site, scale effects are anticipated to gradually improve the gross margin of related products [5] - The company aims to balance gross margin and R&D investment to solidify its long-term competitive advantage [6]

Core Viewpoint - Zhongjuxin (688549.SH) announced the renewal of daily operational contracts with its major shareholder, Zhejiang Juhua Co., Ltd., aiming to standardize related transactions and ensure stable operations [1][3]. Group 1: Contract Details - The renewed daily operational contract will be effective for three years, from January 1, 2026, to December 31, 2028 [3]. - The contract encompasses arrangements for raw material and energy supply, public engineering maintenance services, transportation services, and environmental testing [3]. - The renewal is expected to reduce redundant investments and resource waste while safeguarding the legal rights of all parties involved [3]. Group 2: Company Background - Zhongjuxin was established in 2017 and focuses on electronic chemical materials, including electronic wet chemicals, specialty gases, and precursor materials [3]. - The company's products are widely used in manufacturing sectors such as integrated circuits, display panels, and photovoltaics [3]. - Since its listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2023, Zhongjuxin has been expanding its semiconductor manufacturing support business [3]. Group 3: Strategic Implications - The renewal of the contract is expected to enhance collaboration in raw material and energy assurance, as well as environmental and safety management [3]. - By leveraging Juhua's capacity and advantages in fluorochemical and gas sectors, Zhongjuxin aims to optimize its cost structure and supply chain flexibility [3]. - This strategic move is anticipated to support the expansion and technological upgrades of its electronic wet chemicals and specialty gases businesses [3]. Group 4: Financial Performance - In the first three quarters of 2025, Zhongjuxin achieved a revenue of 881 million yuan, representing a year-on-year growth of 17.56% [4]. - In the third quarter alone, the company reported a revenue of 314 million yuan and a net profit attributable to shareholders of 17.07 million yuan, reflecting year-on-year increases of 12.76% and 152.24%, respectively [4]. - The company plans to continue optimizing its production lines and product structure based on its existing business [4].

Core Viewpoint - The actual controller of Huada Jiutian plans to provide a loan of 250 million yuan to the company to support the orderly advancement of technology projects [1][3] Group 1: Loan Details - The loan will have a term of one year with an interest rate of 1.50% [1] - The funds are sourced from the state-owned capital operating budget and constitute a related party transaction [3] Group 2: Impact on Company Operations - The introduction of low-cost and relatively stable funding is expected to alleviate temporary financial pressures during project construction and enhance the efficiency of technology project implementation [3] - The transaction does not involve any change in company control and will not adversely affect daily operations [3] Group 3: Company Profile and Financial Performance - Huada Jiutian specializes in the development, sales, and technical services of EDA tools required for integrated circuit design, manufacturing, and packaging [3] - The company reported a total operating revenue of 805 million yuan for the first three quarters of the year, representing a year-on-year growth of 8.24% [3] Group 4: Strategic Goals - The funding support from the actual controller is expected to ensure the smooth implementation of key technology projects and increase R&D investment in critical areas such as advanced processes and domestic substitution [3] - The initiative aims to enhance the security of the integrated circuit industry chain and supply chain, fostering new productive forces [3]

Core Viewpoint - The launch of the SC512HS 50-megapixel CMOS image sensor by the company represents a significant advancement in its product line, aimed at enhancing its competitiveness in the high-end smartphone imaging market [1][2]. Group 1: Product Features and Applications - The SC512HS sensor features high dynamic range, low noise, and fast focusing capabilities, developed on the company's high-performance Stacked BSI platform [1]. - It is designed for mainstream and mid-to-high-end smartphone camera applications, suitable for both primary and secondary camera systems [1]. - The product balances imaging quality and power consumption under small pixel conditions, supporting high-resolution imaging and various HDR operating modes [1]. Group 2: Market Position and Strategy - The introduction of the SC512HS is expected to enhance the company's influence in the domestic high-end smartphone imaging solutions and expand its opportunities with both domestic and international terminal brands [2]. - The company focuses on R&D in low-light imaging and high dynamic range technologies, utilizing a wafer foundry model for mass production and supply [1]. Group 3: Market Dynamics and Challenges - The demand for smartphone terminals and the pace of imaging upgrades are influenced by macroeconomic conditions and the consumer electronics market [2]. - The competitive landscape in the global smartphone CIS market is intense, with the actual performance of products in terms of comprehensive capabilities, ecosystem compatibility, and cost control yet to be validated in the market [2].

Core Viewpoint - Jianghuai Automobile has received approval from the Shanghai Stock Exchange for a refinancing application amounting to 4.9 billion yuan, aimed at developing a high-end intelligent electric platform [3][4]. Group 1: Financing Details - The refinancing method is a non-public issuance of shares [4]. - The total investment for the high-end intelligent electric platform development project is 5.87459 billion yuan, with 4.9 billion yuan planned to be raised from this refinancing [5]. - The project aims to integrate advanced technologies from high-tech companies like Huawei to develop a new generation of high-end intelligent electric platforms [5]. Group 2: Company Performance - In Q3 of this year, Jianghuai Automobile reported revenue of 11.513 billion yuan and a loss of 661 million yuan [5]. - The company attributed the loss to the high-end intelligent new energy passenger vehicle project being in the capacity ramp-up phase, leading to significant cost pressures without achieving economies of scale [5]. Group 3: Technological Advancements - Jianghuai Automobile has accumulated key core technologies in the field of new energy, including battery, motor, electronic control systems, and domain control technology [4]. - The company has achieved mass production of L2+ level intelligent driving function products and received a road testing license for L3 level intelligent connected vehicles in Hefei [4].

Core Viewpoint - Zhenxin Technology has established a wholly-owned subsidiary, Hainan Guohong Xinqi Technology Co., Ltd., with a registered capital of 50 million yuan to expand its business in integrated circuits and artificial intelligence [1][4]. Group 1: Company Overview - Zhenxin Technology has been deeply involved in the integrated circuit and Beidou navigation sectors for over 20 years, providing comprehensive solutions in "intelligent chips - intelligent terminals - intelligent applications and services" [4]. - The company’s main business includes high-performance integrated circuits, Beidou navigation applications, machine perception, and smart city operation services, with products widely used in communication and navigation scenarios [4]. Group 2: New Subsidiary Details - Hainan Guohong Xinqi Technology Co., Ltd. has a business scope that includes integrated circuit design, chip design services, artificial intelligence hardware sales, and AI application system integration services [3][4]. - The establishment of the new subsidiary is expected to enhance Zhenxin Technology's capabilities in undertaking chip design and AI application projects, thereby strengthening its service capacity in related niche markets [1][4]. Group 3: Strategic Alignment - The new subsidiary aligns with the company's strategic direction of developing a full product system around "intelligent chips - intelligent terminals - intelligent systems," particularly in the context of the accelerating integration of AI and integrated circuits [4]. - The collaboration between the new subsidiary and existing integrated circuit and Beidou navigation businesses will be a focal point for market attention, influencing the growth potential in the integrated circuit and AI sectors [5].

（文/罗叶馨梅）12月11日，企查查信息显示，航宇微（300053.SZ）近日全资设立西安欧比特宇航科技有限公司，注册资本1000万元。新公司经营范围涉及 集成电路及人工智能相关产业，定位于宇航科技与智能化应用领域。 后续西安欧比特宇航科技有限公司在项目推进、产品开发及市场开拓方面的进展，将直接影响航宇微在AI及机器人等新业务方向的成长空间。公司围绕宇 航电子与人工智能的整体布局，亦有望随相关项目落地逐步体现协同效应和业务增量。 （校对/秋贤） 公开资料显示，航宇微是一家登陆创业板的IC设计及宇航电子企业，业务布局涵盖宇航电子、人工智能技术、微纳卫星星座及卫星大数据等领域，主要产品 包括嵌入式SoC/SiP芯片及模块、人工智能芯片/模块和相关系统。公司长期服务于航空航天、工业控制及智慧城市等场景，为下游客户提供核心器件及系统 级解决方案。 在商业航天、卫星大数据与人工智能等新兴领域加速融合的背景下，航宇微通过设立宇航科技公司切入集成电路设计制造与AI应用软件、智能机器人研发 等方向，有望形成"芯片+算法+终端应用"的一体化布局，增强在航天电子与智能化应用赛道的协同效应。新平台也为公司未来在国产高可靠芯片与AI ...

Core Viewpoint - Jingchen Semiconductor (Zhuhai) Co., Ltd., a wholly-owned subsidiary of Jingchen Co., Ltd. (688099.SH), has been established in Zhuhai to focus on semiconductor manufacturing and design, enhancing the company's operational efficiency and customer proximity [1][4]. Company Summary - Jingchen Co., Ltd. is a semiconductor system design company listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, primarily engaged in the research, design, and sales of system-level SoC chips and peripheral chips [3]. - The company’s product line includes smart set-top boxes, smart displays, AI smart terminals, wireless connectivity, and in-vehicle infotainment, serving various domestic and international brands [3]. Industry Context - The semiconductor industry is experiencing increasing demands for power consumption, reliability, and cost control in the manufacturing of discrete and lighting devices, driven by the upgrade of multimedia smart terminals and AIoT applications [4]. - The establishment of the new entity in Zhuhai is expected to enhance Jingchen's domestic supply chain and create synergies with existing SoC products and customer resources, improving overall solution capabilities [4].

12月11日，Wolfspeed发文称，公司近日宣布与丰田公司(Toyota)达成合作，丰田公司将在其车载充电系统采用 Wolfspeed车规级MOSFET。 今年8月，Wolfspeed 推出第四代(Gen 4)1200V车规级碳化硅(SiC)裸芯片MOSFET系列，专为严苛的汽车环境设 计。Wolfspeed第四代高性能碳化硅 MOSFET，可在 185℃下持续工作，助力动力总成系统实现最大性能。 碳化硅作为高压车载功率系统行业标准半导体的广泛应用，支持着汽车行业向清洁能源车辆的快速转型。碳化硅 以其为快速、高效、高功率密度的电动汽车动力总成系统赋能而闻名，其在车载辅助功率系统（如车载充电器） 中的应用也提供了诸多优势，能在车辆的整个生命周期内提升电动汽车的整体拥有体验。通过提供更高功率、更 优效率的功率系统，碳化硅能够缩短车主的充电时间，并最大限度地减少车辆整体的能量损耗，从而提高续航里 程并降低每次充电的成本。 该系列产品采用无封装裸芯片设计，可灵活集成于各类定制模块中。凭借高阻断电压、低导通电阻、高速开关及 低电容等卓越特性，该器件成为汽车动力总成系统与电机驱动应用的理想解决方案。 ...