Group 1 - The global semiconductor foundry market (Foundry 2.0) is expected to see a revenue growth of 19% year-on-year by Q2 2025, driven primarily by advanced processes and advanced packaging [1] - TSMC's market share is projected to increase from 31% in Q2 2024 to 38% in Q2 2025, attributed to the ramp-up of 3nm technology and CoWoS expansion [1] - The OSAT industry is expected to accelerate its revenue growth rate from 5% to 11%, with notable contributions from companies like ASE and KYEC, the latter benefiting from AI GPU demand with over 30% year-on-year growth [1] Group 2 - Advanced packaging technology is becoming increasingly important, with chip manufacturers expected to rely on it to enhance chip performance [2] - The third quarter growth drivers include the traditional consumer electronics peak season, accelerated AI applications and orders, and current subsidy policies in mainland China [2] - Foundry 2.0 is defined as a transformation from traditional foundry services to a technology integration platform, encompassing pure foundry, non-memory IDM, OSAT, and photomask manufacturers [2]

Group 1 - The company announced that Mr. Li Zhentong will resign as an independent non-executive director effective September 15, 2025, to dedicate more time to his personal business [1] - Mr. Su Zhijie has been appointed as the chairman of the remuneration committee [1] - Ms. Aika Ouji has been appointed as a member of both the remuneration committee and the audit committee [1]

智通财经APP讯，中国上城(02330)公布，自2025年9月15日起，李镇彤先生由于需要投放更多时间于他 的个人业务，因而辞任独立非执行董事，并不再担任薪酬委员会的主席，以及审核委员会及提名委员会 各自的成员;独立非执行董事苏志杰先生已获委任为薪酬委员会的主席;及独立非执行董事 Aika Ouji 女 士已获委任为薪酬委员会及审核委员会各自的成员。 ...

Group 1 - The company announced that Li Zhentong will resign as an independent non-executive director effective September 15, 2025, to focus more on his personal business [1] - Su Zhijie has been appointed as the chairman of the remuneration committee [1] - Aika Ouji has been appointed as a member of both the remuneration committee and the audit committee [1]

China Uptown Group Company Limited 中國上城集團有限公司 董事會設立三個委員會。各董事成員在這些委員會中所擔任的職位如下： 審核委員會 邱思揚先生 （主席） 蘇志杰先生 Aika Ouji女士 （ 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ） （ 股份代號： 2 330 ） 董事名單與其角色職能 中國上城集團有限公司董事（「董事」）會（「董事會」）成員載列如下： 執行董事 劉建輝先生 （行政總裁） 劉智仁先生 獨立非執行董事 邱思揚先生 蘇志杰先生 Aika Ouji女士 薪酬委員會 蘇志杰先生 （主席） 劉智仁先生 Aika Ouji女士 提名委員會 劉智仁先生 （主席） 蘇志杰先生 Aika Ouji女士 香港，二零二五年九月十五日 ...

獨立非執行董事辭任 中國上城集團有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此 宣佈，李鎮彤先生（「李先生」）由於需要投放更多時間於他的個人業務，因而 於二零二五年九月十五日辭呈獨立非執行董事，自二零二五年九月十五日起生 效。 李先生已確認，彼與董事會並無意見分歧，且概無其他有關彼辭任之事宜須提請 本公司股東及香港聯合交易所有限公司垂注。 - 1 - 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不會就本公告全部 或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 China Uptown Group Company Limited 中國上城集團有限公司 （ 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ） （ 股 份代號： 2 3 3 0 ） 獨立非執行董事辭任及 董事會委員會組成的變更 董事會宣佈自二零二五年九月十五日起： 承董事會命 中國上城集團有限公司 執行董事兼行政總裁 1. 李鎮彤先生由於需要投放更多時間於他的個人業務，因而辭任獨立非執行董 事，並不再擔任薪酬委員會之主席，以及審核委 ...

Core Viewpoint - Investment bank Goldman Sachs believes that Chinese lithography companies are at least 20 years behind their American counterparts in advanced lithography technology, which is a critical bottleneck in high-end chip manufacturing [2][4]. Group 1: Lithography Technology - Lithography is one of the steps in chip manufacturing, involving the transfer of chip designs from photomasks to silicon wafers. Advanced equipment like ASML's EUV and high numerical aperture EUV scanners can transfer smaller circuit patterns, enhancing chip performance [4]. - The report from Goldman Sachs emphasizes that ASML invested $40 billion over 20 years to transition from 65nm lithography to below 3nm technology, highlighting the significant time and capital required for such advancements [5]. Group 2: Current Industry Status - Leading chip manufacturers like Taiwan's TSMC are currently mass-producing 3nm chips and are accelerating the production of 2nm products, while Chinese lithography equipment manufacturers are still at the 65nm process stage [5]. - ASML's CEO, Christophe Fouquet, stated that due to the inability to obtain the most advanced EUV lithography equipment, Chinese companies lag behind industry giants like Intel, TSMC, and Samsung Electronics by approximately 10 to 15 years [5]. Group 3: Export Controls and International Relations - The U.S. government is pressuring ASML not to provide maintenance services for advanced DUV systems sold to China, in line with current sanctions against the Chinese semiconductor industry. However, the Dutch government has not agreed to these U.S. requests [6]. - ASML aims to retain control over its equipment to prevent sensitive information leaks, as allowing Chinese companies to take over maintenance could compromise this information [6].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國上城集團有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02330 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | 本月底法定/註冊股本總額： HKD 300,00 ...

Market Performance - The main board led the gains with notable increases in stocks such as Guoan Co. (+10.07%), Tongfu Microelectronics (+10.01%), and Jianghai Co. (+10.01%) [1] - The ChiNext board saw significant growth with Tongda Sea (+20.01%) and Jiebang Technology (+20.00%) leading the way [1] - The Sci-Tech Innovation board was led by Aerospace Hongtu (+17.94%) and Kaipu Cloud (+16.52%) [1] - Active sub-industries included SW Printed Circuit Boards (+3.54%) and SW Integrated Circuit Packaging and Testing (+1.73%) [1] Domestic News - A research team from Peking University and Hong Kong City University proposed a concept for a "Universal Photonic Fusion Wireless Transceiver Engine," successfully developing a chip for high-speed wireless communication with a coverage range exceeding 110 GHz [1] - TSMC is set to begin construction of a new 1.4nm advanced process wafer plant in Taiwan, with an estimated total investment of NT$1.2 trillion to NT$1.5 trillion (approximately $39.2 billion to $49 billion) [1] - GalaxyCore launched a high-performance 5MP image sensor GC5605 designed for AI PC applications, enhancing video quality for scenarios like video conferencing [1] - Tailin Micro announced plans to acquire 100% of Shanghai Panqi Microelectronics to expand its low-power IoT wireless connection platform [1] Company Announcements - Howey Group reported a total revenue of 13.956 billion yuan for H1 2025, a year-on-year increase of 15.42%, with a net profit of 2.028 billion yuan, up 48.34% [2] - Dingjie Smart reported total revenue of 1.045 billion yuan for H1 2025, a 4.08% increase, with a net profit of 45 million yuan, up 6.09% [2] - Lingyi Technology reported total revenue of 23.625 billion yuan for H1 2025, a 23.35% increase, with a net profit of 930 million yuan, up 35.94% [2] - Kaisheng Technology reported total revenue of 2.765 billion yuan for H1 2025, a 24.7% increase, with a net profit of 52 million yuan, up 23.7% [2] Overseas News - Dell Technologies reported $5.6 billion in AI server orders for Q2, a significant drop from $12.1 billion in the previous quarter, with AI server shipments totaling $8.2 billion [2] - The U.S. Department of Commerce announced the revocation of export exemptions for Intel Semiconductor (Dalian), Samsung China Semiconductor, and SK Hynix Semiconductor (China) [2] - Research from Stanford University indicated a 13% decline in employment rates for workers aged 22 to 25 in AI-affected occupations since 2022, with software development and customer service being the most impacted [2] - Intel announced modifications to its funding agreement with the U.S. Department of Commerce, allowing it to access approximately $5.7 billion in cash earlier than planned [2]

Core Viewpoint - The company reported that its revenue for the six months ending June 30, 2025, is entirely derived from trading activities, amounting to approximately RMB 78.0 million, a significant increase from RMB 23.3 million in 2024 [1] Group 1 - The company experienced a loss attributable to shareholders of approximately RMB 6.0 million, an improvement from a loss of RMB 16.4 million in 2024 [1] - The decline in gross profit margin from trading activities is cited as the reason for the loss [1]