12月29日晚间，中芯国际发布发行股份购买资产暨关联交易报告书（草案）。 据披露，中芯国际是世界领先的集成电路晶圆代工企业之一，也是中国大陆集成电路制造业领导者，拥有领先的工艺制造能 力、产能优势、服务配套，向全球客户提供 8英寸和12英寸晶圆代工与技术服务。除集成电路晶圆代工外，中芯国际亦致力于 打造平台式的生态服务模式，为客户提供设计服务与IP支持、光掩膜制造等一站式配套服务，并促进集成电路产业链的上下游 协同，与产业链中各环节的合作伙伴一同为客户提供全方位的集成电路解决方案。 本次重组后，上市公司表示，中芯北方作为中芯国际的控股子公司，主要为客户提供不同工艺平台的12英寸集成电路晶圆代工 及配套服务。本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。交易前后上市 公司的主营业务范围不会发生变化。 今年9月，中芯国际首次披露发行股份购买资产暨关联交易预案。彼时，相关审计、评估工作尚未完成，交易作价亦未确定。 据本次草案的最新财务数据，近年来，中芯北方营业收入、净利润整体呈上升趋势。2023年、2024年及2025年1—8月，中芯北 方营业收入分别为115.76亿元、12 ...

中芯国际(688981.SH)发布公告，公司拟向国家集成电路基金等5名中芯北方股东发行股份购买其所持有 的中芯北方49.00%股权，交易价格约406.01亿元。本次交易完成后，公司将持有中芯北方100.00%的股 权，中芯北方将成为公司的全资子公司。 中芯北方作为公司的控股子公司，主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服 务。本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。 交易前后上市公司的主营业务范围不会发生变化。 ...

Core Viewpoint - Semiconductor Manufacturing International Corporation (SMIC) announced the acquisition of a 49% stake in SMIC North by issuing shares to the National Integrated Circuit Industry Investment Fund Co., Ltd. and other parties, resulting in a significant increase in shareholding percentages for the fund [1] Group 1: Shareholding Changes - Following the equity change, the National Integrated Circuit Industry Investment Fund and its concerted party, Xinxin (Hong Kong) Investment Co., Ltd., increased their total shareholding from 382,902,023 shares to 740,245,419 shares, raising their ownership percentage from 4.79% to 8.66% [1] - The National Integrated Circuit Fund acquired an additional 357,343,396 shares of ordinary shares, which represents 4.18% of the total share capital of the company [1] Group 2: Transaction Details - The transaction amount for the acquisition was 40.601 billion yuan [1] - The National Integrated Circuit Fund has committed not to transfer the shares obtained from this transaction for a period of 12 months following the issuance [1] Group 3: Control and Future Plans - This equity change did not result in a change of the company's controlling shareholder or actual controller [1] - The information disclosure obligor and its concerted parties do not plan to increase their shareholding in the company over the next 12 months [1]

要闻提示 NEWS REMIND 1.突发！ Meta 数十亿美元收购 Manus，肖弘将出任 Meta 副总裁 2.重磅收购！中芯国际：拟406亿元购买中芯北方49%股权 3.1月1日起，我国调整部分商品关税税率税目 4.一汽股权37.4亿元入股零跑汽车，朱江明回应 5.孙东旭卸任东方甄选珠海公司职务，此前他已退出新东方旗下多家公司 6.特斯拉申请限消车顶维权女车主：已生效 7.50亿美元联姻！NVIDIA正式收购Intel股份：超级SoC指日可待 8.17 岁少年利用 ChatGPT 编写恶意程序，窃取日本最大网咖 725 万会员信息 今日头条 HEADLINE NEWS 突发！Meta 数十亿美元收购 Manus，肖弘将出任 Meta 副总裁 12月30日消息，Meta正式宣布收购新加坡AI智能体公司Manus的母公司蝴蝶效应，交易金额达数十亿美 元，这是Meta成立以来第三大收购案，规模仅次于WhatsApp和Scale AI收购。Manus是全球首款通用型 AI智能体产品，由中国团队Monica.im研发，核心优势在于能独立执行复杂任务并直接交付成果，而非仅 提供建议。其采用规划、执行、验证三层多智 ...

12月29日晚间，中芯国际发布发行股份购买资产暨关联交易报告书（草案）。 | 代码:688981 | A 股简称:中芯国际 | 上市地点:上海证券交易所 | | --- | --- | --- | | 代码:00981 | 港股简称:中芯国际 | 上市地点:香港联合交易所 | 今年9月，中芯国际首次披露发行股份购买资产暨关联交易预案。彼时，相关审计、评估工作尚未完成，交易作价亦未确定。 据本次草案的最新财务数据，近年来，中芯北方营业收入、净利润整体呈上升趋势。2023年、2024年及2025年1—8月，中芯北 方营业收入分别为115.76亿元、129.79亿元及90.12亿元；同期，公司净利润分别为5.85亿元、16.82亿元及15.44亿元。据介绍， 中芯北方利润主要来源于12英寸集成电路产品，盈利水平随着产能利用率的提升呈增长趋势。随着公司产品结构进一步优化， 盈利水平有望进一步提升。 当晚，中芯国际还发布一则新增资扩股协议，公司全资子公司中芯控股与国家集成电路基金、国家集成电路基金二期、国家集 成电路基金三期、上海集成电路基金、上海集成电路基金二期、泰新鼎吉及先导集成电路基金订立新合资合同及新增资扩股协 ...

大家早上壕！ 先看海外要闻： 美股调整加剧，道指收跌0.51%、纳指收跌0.50%、标普500收跌0.35%；特斯拉收跌3.27%、英伟达跌1.21%、Meta、亚马逊、微软至多跌 0.69%，谷歌A、苹果则至多收涨0.13%。 特朗普：正考虑以"严重失职"为由起诉鲍威尔，1月或公布下任美联储主席人选。 Meta数十亿美元收购AI智能体Manus，肖弘将出任Meta副总裁。 软银斥资40亿美元收购数据中心投资公司DigitalBridge，以助力AI业务推进。 美国最大电网"容量拍卖"内幕：若无价格管制，AI热潮本将令电价再涨60%。 英特尔完成向英伟达出售价值50亿美元的普通股。 "我可能早了，但没错！"大空头Burry再次逆市而为，做空AI双雄英伟达和Palantir。 国际贵金属大幅收跌，COMEX黄金期货跌4.45%、COMEX白银期货跌7.2%、现货白银大跌近9%、现货钯金跌超15%、现货铂金跌超14%。 国内重大事件汇总： 今日券商策略前瞻： 光大证券表示，沪指虽然9连阳，但连续两个交易日个股都是多数收跌，场内资金分歧明显；但考虑到4000点已经近在眼前，多头或将推动沪指 继续向4000点震荡上行 ...

智通财经APP获悉，12月23日,中芯国际（00981）、小米集团-W（01810）、腾讯控股（00700）南向资 金净流入金额位列市场前三，分别净流入7.27 亿、6.77 亿、5.87 亿 中国移动（00941）、阿里巴巴-W（09988）、老铺黄金（06181）南向资金净流出金额位列市场前三， 分别净流出-5.75 亿、-5.27 亿、-3.35 亿 在净流入比方面，北京北辰实业股份（00588）、安德利果汁（02218）、深圳高速公路股份（00548） 以254.62%、140.60%、104.94%位列市场前三。 在净流出比方面，中化化肥（00297）、沧港铁路（02169）、福耀玻璃（03606） 以-117.83%、-104.78%、-92.41%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 中芯国际(00981) | 7.27 亿 | 21.01% | 68.900（0.00%） | | 小米集团-W(01810) | 6.77 亿 | 13.57% | 39.200（-1.51%） ...

Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

Group 1 - Ganfeng Lithium, a leading lithium mining company, has been indicted for insider trading and the case has been sent to the prosecution for review [1] - Wenkang Development announced a major asset restructuring plan involving the acquisition of stakes in Wenkang Mining and Luzhong Mining from its controlling shareholder [2] - Huali Co., a leader in decorative composite materials, has terminated its agreement to acquire a 51% stake in Zhongke Huilian Technology due to a lack of consensus on key transaction terms [3] Group 2 - Haizhi Technology has submitted its listing application to the Hong Kong Stock Exchange for the second time, following a previous application that expired; the company reported continuous losses from 2022 to 2025 [4] - SMIC announced a significant acquisition plan to purchase a 49% stake in SMIC North from five shareholders for a total of 406.01 billion yuan [5] - Several foreign investment institutions have expressed optimism about the Chinese market, citing abundant liquidity, stronger policy support, and attractive valuations as factors contributing to an "upward opportunity period" for Chinese assets in 2026 [6] Group 3 - Multiple companies in the lithium iron phosphate industry have announced production cuts, with reductions ranging from 35% to 50% scheduled for January 2026 [8][26] - Public funds in China have reached a record high of 37.02 trillion yuan, marking the first time the total scale has surpassed this threshold [11][29] - Various public fund institutions have held investment strategy meetings for 2026, with a consensus that technology will remain a core investment theme alongside opportunities in consumer recovery and overseas expansion [17][34] Group 4 - The recent increase in margin requirements for precious metals futures by the CME Group has led to a decline in international metal prices, with gold futures dropping below $4,500 per ounce [10][28] - The Chinese government is set to implement tax reforms aimed at addressing "tax revenue gaps" and standardizing tax incentives to foster a fair market environment [12][30] - A draft law on state-owned assets is open for public consultation, aiming to establish a comprehensive governance system for state assets to prevent loss and enhance management [13][31] Group 5 - 29 A-share companies have released their 2025 earnings forecasts, with 19 companies expecting profit increases, indicating a positive outlook for the upcoming fiscal year [14][32] - The Porsche dealership network in China is facing challenges, with reports of dealers disappearing and leaving showrooms empty, indicating potential issues within the distribution system [18][35]

智通财经APP讯，中芯国际(688981.SH)发布公告，公司拟向国家集成电路基金等5名中芯北方股东发行 股份购买其所持有的中芯北方49.00%股权，交易价格约406.01亿元。本次交易完成后，公司将持有中芯 北方100.00%的股权，中芯北方将成为公司的全资子公司。 中芯北方作为公司的控股子公司，主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服 务。本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。 交易前后上市公司的主营业务范围不会发生变化。 ...