证券代码：603068 证券简称：博通集成 公告编号： 2025-037 博通集成电路（上海）股份有限公司（以下简称"公司"）于近日收到政府补助377.52万元，属于与收益 相关的政府补助，占最近一年经审计的归属于上市公司股东净利润绝对值的比例为15.27%。 二、补助的类型及其对上市公司的影响 根据《企业会计准则第16号一一政府补助》等相关规定，公司已确认上述政府补助事项并划分类型，预 计对公司2025年度经营业绩将产生一定积极影响。上述政府补助收入的具体会计处理以及对公司损益的 影响情况尚须以审计机构年度审计确认后的结果为准，敬请广大投资者注意投资风险。 特此公告。 博通集成电路（上海）股份有限公司董事会 2025年9月30日 博通集成电路（上海）股份有限公司 关于获得政府补助的公告 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。 一、获得补助的基本情况 ...

（文章来源：证券日报） 证券日报网讯 9月29日晚间，博通集成发布公告称，公司于近日收到政府补助377.52万元，属于与收益 相关的政府补助。 ...

Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]

二、补助的类型及其对上市公司的影响 根据《企业会计准则第 16 号——政府补助》等相关规定，公司已确认上述 政府补助事项并划分类型，预计对公司 2025 年度经营业绩将产生一定积极影响。 上述政府补助收入的具体会计处理以及对公司损益的影响情况尚须以审计机构 年度审计确认后的结果为准，敬请广大投资者注意投资风险。 关于获得政府补助的公告 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。 一、获得补助的基本情况 博通集成电路（上海）股份有限公司（以下简称"公司"）于近日收到政府补助 377.52 万元，属于与收益相关的政府补助，占最近一年经审计的归属于上市公司 股东净利润绝对值的比例为 15.27%。 证券代码：603068 证券简称：博通集成 公告编号： 2025-037 博通集成电路（上海）股份有限公司 特此公告。 博通集成电路（上海）股份有限公司董事会 2025 年 9 月 30 日 ...

近日，博通集成电路（上海）股份有限公司收到政府补助377.52万元，此补助与收益相关，占最近一年 经审计的归属于上市公司股东净利润绝对值的15.27%。根据相关会计准则，公司已确认该补助事项并 划分类型，预计对2025年度经营业绩产生一定积极影响。不过，上述政府补助收入的具体会计处理及对 公司损益的影响情况，还需以审计机构年度审计确认结果为准。公司董事会提醒广大投资者注意投资风 险。 ...

Group 1 - The semiconductor stocks in the A-share market experienced a collective pullback, with significant declines observed in several companies [1] - Yuanjie Technology saw a drop of over 10%, while Cambricon and Tongfu Microelectronics fell by more than 7% [1] - Other companies such as Liyang Chip and Chengdu Huamei also reported declines exceeding 6% [1] Group 2 - Yuanjie Technology's market capitalization is 30.6 billion, with a year-to-date increase of 165.87% despite the recent decline of 10.42% [2] - Cambricon's market capitalization stands at 546.1 billion, with a year-to-date increase of 98.38%, experiencing a drop of 7.09% [2] - Tongfu Microelectronics has a market capitalization of 49.9 billion and a year-to-date increase of 11.39%, with a recent decline of 7.07% [2]

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

Core Insights - Huawei's HarmonyOS is set to achieve full autonomy by 2025, with over 1.19 billion devices equipped with the system [1] - In the consumer electronics sector, Huawei's smartphone market share in China has reached 25%, with foldable models accounting for 18% [1] - The report identifies five key companies with significant technological advantages and performance elasticity in the HarmonyOS and consumer electronics space [1] Company Summaries 1. Broadcom Integration - Core Positioning: Key supplier of HarmonyOS RF chips [3] - Technological Barriers: First global Wi-Fi 6 IoT chip supporting StarFlash technology, with a domestic substitution rate increasing from 35% to 60% [3] - Market Performance: Net profit in Q1 2025 increased by 910.55%, with HarmonyOS revenue exceeding 30% [3] 2. Chenyi Intelligent - Core Positioning: Leader in HarmonyOS smart interaction hardware [4] - Technological Barriers: Only company in China with full-process R&D capability for HarmonyOS smart remote controls [4] - Market Performance: Q2 2025 shipment volume grew by 210%, with Huawei orders making up 65% [4] 3. Guoguang Electric - Core Positioning: Leader in HarmonyOS acoustic hardware [5] - Technological Barriers: First acoustic module certified by HarmonyOS, integrating AI voice interaction and spatial audio technology [6] - Market Performance: Q1 2025 revenue increased by 42%, with Huawei orders rising to 58% [8] 4. Zhuoyue Technology - Core Positioning: Benchmark for HarmonyOS terminal manufacturing [10] - Technological Barriers: Core manufacturer for Huawei's Mate 70 series, achieving a yield rate of 99.2% [10] - Market Performance: Q2 2025 net profit surged by 1046.17%, with HarmonyOS revenue exceeding 70% [12] 5. Zhiwei Intelligent - Core Positioning: Builder of the HarmonyOS PC ecosystem [14] - Technological Barriers: Developer of the first distributed operating system for X86 architecture based on HarmonyOS [14] - Market Performance: Q1 2025 net profit increased by 979.75%, with a provincial government cloud project exceeding 500 million [16]

New Stock Issuance - New stock issuance for AiFenda (301575) is priced at 27.69 RMB, effective from September 1, 2025[1] - Fushun Special Steel (600399) is undergoing a tender offer from August 12 to September 10, 2025[1] - KaiPu Cloud (688228) has a recent announcement regarding its stock[1] Market Alerts - Significant abnormal fluctuations reported for Siquan New Materials (301489) on August 22, 2025[1] - New announcements for various stocks including Xinhua Jin (600735) and Jishi Media (601929) on August 30, 2025[1] - Multiple stocks including ST Guohua (000004) and ST Huayang (603825) have recent updates as of August 29, 2025[1] Trading Insights - The report includes links to detailed announcements for stocks experiencing significant market activity, such as ST Zhongji (000972) and ST Yilanzhong (300096)[1] - The document highlights the importance of monitoring stock performance and related announcements for investment decisions[1]

Core Viewpoint - The stock of Broadcom Integrated Circuit (Shanghai) Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from August 26 to August 28, 2025 [1][3]. Group 1: Company Operations - The company confirmed that its production and operations are normal, with no significant changes in the market environment or industry policies [2][3]. - There are no undisclosed major events or information related to significant asset restructuring, share issuance, or other major transactions as of the announcement date [1][2]. Group 2: Stock Performance and Valuation - The current price-to-earnings ratio (TTM) of the company is 209.79 times, significantly higher than the industry average of 40.19 times [3][4]. - The company has reported net profits attributable to shareholders, excluding non-recurring gains and losses, of -42.78 million and -8.52 million yuan for the fiscal year 2024 and the first half of 2025, respectively [2]. Group 3: Market Sentiment and Communication - The company has not identified any media reports or market rumors that could significantly impact its stock price, nor does it involve any market hot concepts [2][3]. - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shanghai Stock Exchange's regulations [2][3].