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 天眼查资料显示，中芯国际集成电路制造（北京）有限公司，成立于2002年，位于北京市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本100000万美元。通过天眼查大数据分 析，中芯国际集成电路制造（北京）有限公司共对外投资了1家企业，参与招投标项目53次，专利信息 5000条，此外企业还拥有行政许可225个。 中芯国际集成电路制造（上海）有限公司，成立于2000年，位于上海市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本244000万美元。通过天眼查大数据分析，中芯国际集成 电路制造（上海）有限公司共对外投资了4家企业，参与招投标项目127次，财产线索方面有商标信息 150条，专利信息5000条，此外企业还拥有行政许可446个。 国家知识产权局信息显示，中芯国际集成电路制造（北京）有限公司、中芯国际集成电路制造（上海） 有限公司取得一项名为"基于OLED显示的半导体器件结构、形成方法和显示器件"的专利，授权公告号 CN119698187B，申请日期为202 ...

Group 1 - Wentech Technology issued an official statement urging Anshi Netherlands to stop spreading misinformation and to address the core issues regarding the supply chain chaos and related disputes [2] - Vanke bonds experienced significant volatility, with "23 Vanke 01" closing down over 58%, while "22 Vanke 06" and "22 Vanke 04" both fell over 40% [2] Group 2 - The National Development and Reform Commission held a meeting to discuss the high-quality development of the service industry during the 14th Five-Year Plan, emphasizing the need for enterprises to strengthen their main businesses and expand effective investment [3] - The Ministry of Finance reported that from January to October, state-owned enterprises generated total revenue of 6,835.293 billion yuan, a year-on-year increase of 0.9%, while total profit decreased by 3.0% [3] - In October, China's international balance of payments for goods and services showed an export of 341.6 billion USD and an import of 262.5 billion USD, resulting in a surplus of 79.2 billion USD [3] Group 3 - The China Securities Regulatory Commission is seeking public opinion on the implementation measures for the supervision of the securities and futures market, outlining common regulatory actions [5] - The CSRC announced a pilot program for commercial real estate investment trusts, detailing product definitions and operational requirements [5] - The A-share market saw a low opening but closed higher, with the Shanghai Composite Index rising 0.34% [5] Group 4 - The Hong Kong Hang Seng Index experienced slight fluctuations, closing down 0.34%, while the Hang Seng Technology Index rose slightly [6] - The Shanghai Stock Exchange took self-regulatory measures against 80 cases of abnormal trading behavior, focusing on stocks with significant volatility [7] - Meituan reported a revenue of 95.5 billion yuan for Q3 2025, a year-on-year increase of 2%, but faced a loss of 14.1 billion yuan due to intensified industry competition [7] Group 5 - The Ministry of Industry and Information Technology held a meeting to address irrational competition in the power and energy battery industry and initiated a commercial trial for satellite IoT services [9] - The National Energy Administration is promoting the integration of artificial intelligence in the energy sector to enhance intelligent development [9] Group 6 - The China Logistics and Purchasing Federation reported that from January to October, the total social logistics volume reached 293.7 trillion yuan, a year-on-year increase of 5.1% [10] - The China Index Academy reported that the total land acquisition amount for the top 100 real estate companies from January to November was 847.8 billion yuan, a year-on-year increase of 14.1% [10] Group 7 - The U.S. stock market saw all three major indices rise, with the Dow Jones up 0.61% and the S&P 500 up 0.54%, marking five consecutive days of gains [20] - European stock indices also saw slight increases, with the German DAX rising 0.29% [20] Group 8 - The domestic bond market showed signs of recovery, with government bond yields generally declining [22] - U.S. Treasury yields collectively rose, with the 10-year yield increasing by 2.3 basis points [22] Group 9 - The Chicago Mercantile Exchange experienced a global derivatives trading interruption due to a cooling system failure, affecting multiple markets [23] - The Shanghai Futures Exchange announced adjustments to position limits for certain futures contracts starting January 1, 2026 [24]

Core Viewpoint - SMIC announced the termination of the asset purchase agreement, indicating challenges in reaching consensus among the parties involved [1] Group 1 - On November 28, 2025, the parties involved signed a termination agreement for the asset purchase agreement [1] - Following the termination, SMIC Holdings retains a 14.832% stake in SMIC Ningbo [1] - The parties had been actively working towards the transaction since its announcement, but were unable to reach an agreement within the expected timeframe [1]

深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额15.68亿港元；其次是腾讯控 股、泡泡玛特，成交金额分别为10.67亿港元、8.60亿港元。以净买卖金额统计，有7只股为净买入，净 买入金额最多的是腾讯控股，净买入4.35亿港元，该股收盘平盘报收。净卖出金额最多的是中芯国际， 净卖出1.62亿港元，收盘股价上涨0.66%。（数据宝） 11月28日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 440774.30 | 80009.38 | 0.60 | | 09988 | 阿里巴巴-W | 港股通(深) | 156808.00 | 29412.24 | 0.60 | | 00700 | 腾讯控股 | 港股通(沪) | 152768.99 | -17228.60 | 0.00 | | 09992 | 泡泡玛特 | 港股通(沪) | 130549.91 | 20832.02 | 2.84 | | ...

11月28日晚间上市公司公告精选： 【热点】 贵州茅台：选举陈华为公司第四届董事会董事长。 天风证券：因涉嫌信息披露违法违规、违法提供融资被中国证监会立案。 永泰能源：实控人王广西因非本公司事项收到中国证监会立案告知书。 海德股份：证监会决定对公司及实控人王广西进行立案调查。 【增减持】 神奇制药：控股股东之一致行动人拟减持公司不超3%股份。 中国巨石：振石集团拟5.5亿元—11亿元增持公司股份。 吉宏股份：控股股东及其一致行动人拟合计减持不超2.93%公司股份。 数据港：股东宁波锐鑫拟减持不超3%公司股份。 德迈仕：将回购股份价格上限调升至45元/股。 【合同中标】 许继电气：中标15.18亿元国家电网采购项目。 中国西电：子公司合计中标国家电网约29.8亿元采购项目。 超卓航科：实控人将变更为湖北省国资委，股票12月1日起复牌。 中芯国际：终止出售中芯宁波股权。 巨力索具：控股股东拟协议转让5%公司股份。 康众医疗：两股东拟询价转让合计4.65%公司股份。 长安汽车：拟参与设立长安机器人公司，旨在打造标志性"具身智能"创新产品和解决方案。 中储股份：子公司拟投资建设三江港项目，预计总投资11.29亿元。 ...

中芯国际(00981)发布公告，于2025年11月28日，本公司董事因行使根据2024年股份奖励计划(于2023年6 月28日获采纳)所授予的限制性股票单位而发行的普通股股份1.72万股。 ...

恒指涨0.25%，恒生科技指数涨0.43%。芯片股部分高开，中芯国际涨近2%，华虹半导体涨近1%。新股 海伟股份低开逾5%。 (本文来自第一财经) ...

Group 1 - SMIC announced the termination of the sale of its stake in SMIC Ningbo due to failure to reach an agreement within the expected timeframe, retaining a 14.832% stake post-termination, with no significant impact on financial status [2] - Chaozhuo Aerospace's actual controller will change to Hubei State-owned Assets Supervision and Administration Commission, with stock resuming trading on December 1 [2] - ST Lifan faces potential forced delisting due to false disclosures in its 2021-2023 annual reports, with a total false revenue of 592 million yuan, representing 50.91% of the reported revenue for those years [3] Group 2 - Lijun Holdings' subsidiary signed a contract worth approximately 57.6 million USD for high-pressure roller mills, accounting for 52.53% of the audited consolidated revenue for 2024, expected to positively impact future performance [3] - Sanjiang Shopping's second-largest shareholder, Alibaba Zeta, reduced its stake by 5.4768 million shares, decreasing its holding from 30% to 29% [4] - Tianfeng Securities is under investigation by the CSRC for suspected information disclosure violations and illegal financing [5] Group 3 - China Jushi's major shareholder, Zhenstone Group, plans to increase its stake by no less than 550 million yuan and no more than 1.1 billion yuan [6] - Helun Zhe's major shareholder received a notice of investigation for suspected information disclosure violations, which does not affect the company's operations [7] - Yongtai Energy's actual controller also received a notice of investigation for similar violations, with no impact on the company's operations [8] Group 4 - Wuhantian Source's major shareholder, Konka Group, plans to transfer 9.83% of its shares to China Resources Asset Management [9] - Pinggao Electric won a bid for a State Grid project worth approximately 773 million yuan [9] - Zhejiang Longsheng is collaborating with a private equity fund to establish a venture capital partnership [9]

智通财经APP讯，中芯国际(688981.SH)发布公告，此前，公司全资子公司中芯控股与湖南国科微电子 股份有限公司签署协议，国科微拟购买中芯宁波94.366%的股权。但因交易事项无法在预计时间内达成 一致，交易各方决定终止本次交易。终止后，中芯控股仍持有中芯宁波14.832%的股权。此次交易终止 不会对公司财务状况产生重大影响。 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 15.68 亿元 | +2.94 亿元 | | 腾讯控股(00700) | 10.67 亿元 | +4.35 亿元 | | 泡泡玛特(09992) | 8.60 亿元 | +3.41 亿元 | | 中芯国际(00981) | 7.92 亿元 | -1.62 亿元 | | 美团-W(03690) | 6.39 亿元 | +2.30 亿元 | | 小米集团-W(01810) | 5.78 亿元 | +1.05 亿元 | | 广汽集团(02238) | 5.24 亿元 | +1566.96 万元 | | 中国移动(00941) | 4.92 亿元 | -1698.35 万元 | | 华虹半导体(01347) | 4.54 亿元 | -4635.77 万元 | | 优必选(09880) | 3.59 亿元 | +2904.55 万元 | 沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴 ...