Industry Overview - The Chinese secure storage chip market is experiencing rapid growth driven by the implementation of national information security strategies and accelerated domestic substitution processes. The market size is projected to reach 18.67 billion RMB in 2024, representing a year-on-year growth of 19.3% [1][16]. - By 2025, the market size is expected to exceed 21.85 billion RMB, supported by increased investments in information security infrastructure and the scaling of projects like IC cards and electronic IDs [1][16]. Market Structure - The secure storage chip market is characterized by a clear structural feature, with the financial payment sector maintaining a leading position with a 42% market share in 2024. The government and public service applications follow closely with a 28% market share [17]. - Emerging applications in industrial control and vehicle networking, although currently smaller in market share, are growing rapidly and are expected to reshape the market landscape [17]. Industry Development History - The secure storage chip industry in China has evolved from reliance on foreign manufacturers to achieving a degree of self-sufficiency. Prior to 2015, domestic production was almost entirely dependent on foreign companies [8]. - The introduction of laws such as the Cybersecurity Law and Data Security Law has spurred local companies to make technological advancements and expand their market presence [8]. - From 2018 to 2020, domestic companies like Unisoc and National Technology made significant progress in the secure storage chip sector, covering various application scenarios [8]. Industry Chain - The secure storage chip industry chain consists of upstream raw materials and equipment, midstream production and manufacturing, and downstream application fields including financial payments, government services, industrial control, and vehicle networking [10]. Key Companies - Major players in the secure storage chip industry include Zhaoyi Innovation, Huawei, Tongfu Microelectronics, and National Technology, among others. These companies leverage technological advancements and scale advantages to capture significant market shares [20][21]. - The competitive landscape is marked by a mix of large enterprises and emerging companies focusing on innovation and differentiation [20]. Future Trends - The secure storage chip industry is expected to trend towards multifunctionality, integrating storage, encryption, identity authentication, and secure boot capabilities into single chips [26]. - High performance will be a focus, with developments in storage chips supporting high-speed interfaces and optimized encryption algorithms to meet the demands of AI and supercomputing applications [27]. - Low power consumption will also be a key trend, driven by the proliferation of IoT and edge devices, with new non-volatile memory technologies gradually replacing traditional flash chips [29].

转自：北京市市场监管局网站 2025年7月21日-7月27日无条件批准经营者集中案件列表 | 序 号 | 案件名称 | 参与集中的经营者 | 审结时间 | | --- | --- | --- | --- | | 1 | 中金资本运营有限公司与成都环投资本管理有限公司等经营者 | 中金资本运营有限公司、成都环投资本管理有限公司、眉山市国有资本投 | 2025年7月 | | | 新设合营企业案 | 资运营集团有限公司 | 22日 | | 2 | 大唐江苏发电有限公司与中石化长城燃气投资有限公司新设合 | 大唐江苏发电有限公司、中石化长城燃气投资有限公司 | 2025年7月 | | | 营企业案 | | 24日 | | 3 | 吉林省亚东国有资本投资有限公司收购吉林华微电子股份有限 | 吉林省亚东国有资本投资有限公司、吉林华微电子股份有限公司 | 2025年7月 | | | 公司股权案 | | 24日 | | 4 | 中国物流股份有限公司收购北方万邦物流有限公司股权案 | 中国物流股份有限公司、北方国际合作股份有限公司、北方万邦物流有限 | 2025年7月 | | | | 公司 | 24日 | ...

关于公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600360 证券简称：*ST华微（维权） 公告编号：2025-059 吉林华微电子股份有限公司 ● 吉林华微电子股份有限公司（以下简称"公司"）股票于2025年7月28日、7月29日、7月30日连续三个 交易日内日收盘价格涨幅偏离值累计超过12%，属于《上海证券交易所交易规则》规定的股票交易异常 波动情形。 ● 公司因最近一个会计年度的财务会计报告被出具无法表示意见的审计报告,触及《上海证券交易所股 票上市规则》的相关规定，公司股票自2025年5月6日起被实施退市风险警示，并被继续实施其他风险警 示。 ● 公司于2025年2月12日收到中国证监会吉林监管局下发的《关于对吉林华微电子股份有限公司、上海 鹏盛科技实业有限公司采取责令改正措施的决定》（吉证监决〔2025〕4号），要求公司在6个月内清收 149,067.82万元被占用资金。若公司未能按照责令改正要求在6个月内（20 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2025-059 吉林华微电子股份有限公司 关于公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 吉林华微电子股份有限公司（以下简称"公司"）股票于2025年7月28日、7月29 日、7月30日连续三个交易日内日收盘价格涨幅偏离值累计超过12%，属于《上海 证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查，并向公司控股股东上海鹏盛及实际控制人曾涛先生询问确认，截 至本公告披露日，除公司在指定媒体已公开披露的信息外，公司、公司控股股东上 海鹏盛及实际控制人曾涛先生均不存在影响公司股票交易异常波动的重大事项，亦 均不存在其他关于公司应披露而未披露的重大信息，包括但不限于筹划涉及公司的 重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股权激励、破 产重整、重大业务合作、引进战略投资者等重大事项。 （三）媒体报道、市场传闻、热点概念情况 经公司核实，目前未发现对公司股票交易价格产生影响的需要澄清或回应的媒 体报 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2025-059 吉林华微电子股份有限公司 关于公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1 / 4 吉林华微电子股份有限公司（以下简称"公司"）股票于2025年7月28日、7月29 日、7月30日连续三个交易日内日收盘价格涨幅偏离值累计超过12%，属于《上海 证券交易所交易规则》规定的股票交易异常波动情形。 公司因最近一个会计年度的财务会计报告被出具无法表示意见的审计报告,触及 《上海证券交易所股票上市规则》的相关规定，公司股票自2025年5月6日起被实 施退市风险警示，并被继续实施其他风险警示。 公司于2025年2月12日收到中国证监会吉林监管局下发的《关于对吉林华微电子 股份有限公司、上海鹏盛科技实业有限公司采取责令改正措施的决定》（吉证监 决〔2025〕4号），要求公司在6个月内清收149,067.82万元被占用资金。若公司 未能按照责令改正要求在6个月内（2025年8月12日前）清收上述被占用资金，公 司股票将于 ...

每经AI快讯，*ST华微涨停走出3连板，3天累计涨幅达15.62%。 ...

Market Overview - The Shanghai Composite Index closed at 3628.53 points, up 0.52%, while the Shenzhen Component Index closed at 11283.18 points, down 0.06%. The ChiNext Index and the STAR Market 50 Index both experienced declines of 0.71% and 0.22% respectively [1] - Among the tradable A-shares, 2047 stocks rose, accounting for 38.01%, while 3118 stocks fell, and 220 stocks remained flat [1] Top Gainers and Sectors - The sectors with the most stocks hitting the daily limit include pharmaceuticals and biology (7 stocks), machinery equipment (4 stocks), and media (3 stocks) [1] - Notable stocks that hit the daily limit include *ST Yedao and *ST Huamei, both classified as ST stocks [1] Trading Activity - Xizang Tourism has recorded 8 consecutive daily limit-ups, the highest among all stocks [1] - The stock with the highest limit-up order volume is Caesar Travel, with 65.05 million shares, followed by Antai Group and Xining Special Steel with 57.95 million and 56.44 million shares respectively [1] - In terms of order value, Wangli Security, Yingweike, and Ciweng Media had the highest limit-up order funds, amounting to 466.97 million, 450.28 million, and 446.68 million yuan respectively [1] Detailed Stock Data - A detailed list of stocks hitting the daily limit includes: - Wangli Security: Closing price 11.75 yuan, turnover rate 0.64%, limit-up order volume 39.74 million shares, order value 466.97 million yuan, industry: light industry manufacturing [1] - Yingweike: Closing price 36.55 yuan, turnover rate 8.04%, limit-up order volume 12.32 million shares, order value 450.28 million yuan, industry: machinery equipment [1] - Ciweng Media: Closing price 8.58 yuan, turnover rate 17.08%, limit-up order volume 52.06 million shares, order value 446.68 million yuan, industry: media [1] - Other notable stocks include East Cheng Pharmaceutical, Huaren Shuanghe, and Xining Special Steel, all showing significant trading activity [1][2]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 4.96 | 0.45 | 1394.62 | | 2025.07.28 | 4.94 | 1.32 | 2418.12 | | 2025.07.25 | -4.95 | 5.38 | -9458.91 | | 2025.07.24 | -3.19 | 3.54 | -7452.31 | | 2025.07.23 | -2.51 | 2.02 | -2106.54 | | 2025.07.22 | -0.83 | 2.34 | -1807.44 | | 2025.07.21 | 3.31 | 2.51 | 2475.10 | | 2025.07.18 | -3.55 | 3.92 | -7141.15 | | 2025.07.17 | -1.74 | 2.63 | -3210.86 | | 2025.07.16 | -1.60 | 2.49 | -3106.98 | （文章来源：证券时报网） *ST华微盘中涨停，已连收3个涨停板，截至 ...

Group 1 - The company held its 18th meeting of the second board on July 29, 2025, with all 7 directors present, ensuring compliance with relevant laws and regulations [2][4] - The board approved the election of Mr. Lü Hanzhuan as the executive director and legal representative, effective immediately [3][4] - The board also approved the election of members for the audit committee, with Mr. Yu Jingxuan as the convener, ensuring independent oversight [5][6] Group 2 - The company decided to provide a loan of up to 35 million yuan to its wholly-owned subsidiary, Shenzhen Jinghua Zhixin Microelectronics Co., Ltd., to support the "R&D Center Construction Project" [7][24] - The total amount of funds raised from the initial public offering was approximately 1.048 billion yuan, with a net amount of about 920.54 million yuan after deducting issuance costs [13][24] - The establishment of a dedicated account for managing the raised funds was approved to ensure proper usage and compliance with regulations [10][11][17] Group 3 - The company has adjusted its fundraising project timeline, extending the implementation period to July 2027, and has added new project components [27] - The loan provided to the subsidiary will be managed under strict regulatory compliance, ensuring that funds are used solely for the intended project [28][32] - The company’s board has authorized management to handle the specifics of the loan agreement and related matters [32][33]

Core Viewpoint - The legal opinion letter issued by Gaopeng & Partners confirms the legality and validity of the procedures and results of the 2025 First Extraordinary General Meeting of Shareholders of Hangzhou Jinghua Microelectronics Co., Ltd. [1][16] Group 1: Meeting Procedures - The board of directors convened on July 10, 2025, to approve the proposal for the extraordinary general meeting, which was announced on July 12, 2025 [5] - The meeting took place on July 29, 2025, at the specified location and time, with the voting conducted through both on-site and online platforms [5][6] Group 2: Attendance and Voting - A total of 76 shareholders and representatives attended the meeting, representing 67,320,558 shares, which is 55.0593% of the total voting shares [6][8] - The online voting involved 69 shareholders, representing 1,076,277 shares, accounting for 0.8946% of the total voting shares [8] Group 3: Voting Results - The proposal regarding the extension, termination, and adjustment of investment projects was approved with 99.9006% in favor [9] - The proposal to change registered capital and adjust profit distribution policies was also approved with 99.8983% in favor [11] - The proposal to revise and establish governance systems received 99.9397% approval [12] - All proposals presented at the meeting were passed with significant majorities, confirming the shareholders' support [10][16]