格隆汇12月30日｜恒生科技指数上涨1%至5,538.56点。百度涨超4%，华虹半导体、中芯国际涨超3%。 ...

隔夜美股三大指数收跌，中概指数跌0.67%，亚洲盘银价企稳。港股恒指平开，国指涨0.12%，恒生科技指数涨0.38%。大型科技股多数上涨，其 中百度涨超3%，半导体股集体上涨，拟购买中芯北方49.00%股权，交易价格406亿元，中芯国际高开2.8%。此外，港股6只新股今日齐挂牌：英砂 智能大涨45.5%，美联股份涨15.63%，五一视界涨14.75%，林清轩涨9.3%，迅策、卧安机器人基本平开。(格隆汇) 相关ETF ★ 跟踪：中证动漫游戏指数 近五日涨跌:0.48% 市盈率: 37.50倍 资金流向: 最新份额为87.0亿份,增加 了5800.0万份,净申赎 8382.7万元。 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: - 1.42% 市盈率： 19.99倍 游戏剧TF (产品代码：159869) 资金流向: 最新份额为543.4亿份, 增 加了4.9亿份，净申赎7.0亿 元。 估值分位: 96.36% 云计算50ETF (产品代码: 516630) ★ 跟踪： 中证云计算与大数据主题指数 估值分位:56.54% 科创50ETF (产品代码: 588 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 中芯国际重磅收购，迎来新进展。 12月29日晚间，中芯国际公告称，公司拟向国家集成电路基金等5名中芯北方股东发行5.47亿股股份 购买其所持有的中芯北方49%股权，交易价格406.01亿元。公告显示，这五名股东分别为国家集成电 路基金、集成电路投资中心、亦庄国投、中关村发展、北京工投。 据悉，标的公司中芯北方成立于2013年，是中芯国际与北京市政府共同投资设立的12寸先进制程集 成电路制造厂，是中芯国际控股子公司。公司主要从事半导体（硅片及各类化合物半导体）集成电路 芯片的制造（含线宽28纳米及以下大规模数字集成电路制造）、针测及测试、光掩膜制造、测试封 装，是中芯国际重要的12英寸晶圆厂。 中芯国际作为中芯北方的控股股东与核心技术供给方，全面主导并负责中芯北方的生产运营管理，为 其技术落地与产能释放提供了坚实保障。 对于此次收购，公司表示，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。 公开资料显示，中芯国际拥有全方位一体化的集成电路晶圆代工核心技术体系，快速有效地帮助客户 ...

（文章来源：每日经济新闻） 每经AI快讯，中芯国际(00981.HK)高开近3%，截至发稿，涨2.8%，报71.5港元，成交额5551.98万港 元。 ...

Core Viewpoint - SMIC (00981) has seen a nearly 3% increase in stock price following the announcement of its acquisition of a 49% stake in SMIC North, with a final consideration of approximately RMB 40.601 billion and the issuance of 547,182,073 shares as payment [1] Group 1: Acquisition Details - On December 29, SMIC announced the signing of a supplementary agreement regarding the acquisition of a 49% stake in SMIC North [1] - The final consideration for the acquisition is approximately RMB 40.601 billion [1] - The number of shares to be issued as payment totals 547,182,073 [1] Group 2: SMIC North Overview - SMIC North is a core 12-inch wafer manufacturing base for SMIC located in the northern region, focusing on mature processes such as 55nm, 40nm, and 28nm [1] - The facility serves high-demand sectors such as electric vehicles and industrial control, which are critical for domestic substitution needs [1] - SMIC North has two production lines with a monthly capacity of 35,000 300mm wafers, making it the most capable factory among SMIC's three 12-inch wafer fabs in Beijing [1]

Group 1 - SMIC announced a merger plan to issue 547 million shares to acquire 49% equity in SMIC North for a transaction price of 40.6 billion yuan [1] - The issuance targets include major investors such as the National Integrated Circuit Industry Investment Fund, Beijing Integrated Circuit Manufacturing and Equipment Investment Center, and others [1] - SMIC North was established in July 2013 as a joint venture between SMIC and the Beijing government, focusing on 40/28nm Polysion and 28nm HKMG processes with a design capacity of approximately 70,000 12-inch wafers per month [1] Group 2 - According to research from firms like China Merchants Securities, global wafer fab capital expenditure is expected to continue growing through 2026, with domestic advanced and mature process expansions anticipated [2] - The merger and AI demand growth are expected to drive global storage and advanced process capacity expansion, with a potential acceleration in domestic storage and advanced process expansions in 2026-2027 [2] - Domestic equipment manufacturers are likely to benefit from a favorable order outlook, with companies like North Huachuang, Zhongwei Company, and others positioned well in the market [2]

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]

Core Viewpoint - The company plans to acquire a 49% stake in SMIC North from its shareholders for a total price of 40.601 billion yuan, increasing its ownership from 51% to 100% after the transaction [2]. Group 1: Acquisition Details - The acquisition will enhance the company's asset quality and business synergy, promoting long-term development without changing the main business scope [2]. - SMIC North primarily provides 12-inch integrated circuit wafer foundry services and related support, contributing to the company's overall growth [2]. Group 2: Financial Performance - SMIC North's revenue and net profit have shown an upward trend, with revenues of 11.576 billion yuan, 12.979 billion yuan, and 9.012 billion yuan for the years 2023, 2024, and the first eight months of 2025, respectively [3]. - The net profits for the same periods were 0.585 billion yuan, 1.682 billion yuan, and 1.544 billion yuan, indicating a strong profit source from 12-inch integrated circuit products [3]. Group 3: Capital Increase - The company announced a capital increase agreement, raising the registered capital of SMIC South from 6.5 billion USD to approximately 10.0773 billion USD, involving multiple investment funds [3][4]. - This capital increase aims to reduce the asset-liability ratio of SMIC South and build a more robust financial structure for the group [4].

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]