Mergers and Acquisitions - China Metallurgical Group Corporation plans to sell assets worth 60.676 billion yuan to Minmetals Land and China Minmetals [1] - Shengda Resources intends to acquire 60% stake in Jinshi Mining for 500 million yuan [1] - Honghua Digital Science plans to acquire 49% stake in Shandong Yingkejie for 105 million yuan [1] - Weidi Co., Ltd. is set to acquire controlling stake in Jiangsu Jiuxing Precision Technology [1] Shareholding Changes - PIANO's controlling shareholder is planning a change in control, leading to stock suspension [1] - Tai Long Pharmaceutical's controlling shareholder will change to Jiangyao Holdings, with stock resuming trading [1] - ST Yishite's control will shift to Jingzhou State-owned Assets Supervision and Administration Commission [1] Buybacks and Reductions - Midea Group has completed its share buyback plan with a total amount reaching 10 billion yuan [1] - Helen Zhe plans to repurchase shares worth between 50 million to 100 million yuan [1] - Several companies, including Zhongfu Circuit and Keri International, are planning to reduce their shareholdings by up to 3% [1] Operational Data - Zhongtong Bus reported a sales volume of 1,133 units in November, marking a year-on-year increase of 39.53% [1] - Keming Foods' subsidiary saw a 110.77% year-on-year increase in pig sales revenue in November [2] - Yisheng Co., Ltd. reported a 28.43% decrease in sales revenue from white feather broiler chicks in November, totaling 215 million yuan [2] Major Investments - Cambridge Technology plans to invest 100 million USD in CIG USA to expand high-speed optical module production capacity in North America and Southeast Asia [2] - Zhejiang Rongtai intends to invest approximately 545 million yuan in Thailand for the production of 14,000 tons of mica paper and other products [2] - China Ocean Shipping Company plans to invest 258 million yuan in Shenshan Port Investment Company [2]

Group 1 - Honghua Digital intends to acquire 49% equity of Shandong Yingkejie for 105 million yuan, resulting in full ownership of the company, which specializes in industrial inkjet technology [1] - Xue Ren Group's metal plate fuel cell stack project has passed final acceptance, delivering complete technical documentation and meeting performance requirements [2] - PIANO's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - COSCO SHIPPING Specialised Carriers plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [4] - Jieshun Technology has won a management project for an underground parking lot, expecting over 70 million yuan in revenue by the end of the contract in 2031 [5] - Aerospace Rainbow is collaborating with Zhongtian Rocket to establish a company focused on artificial weather modification technology with a total investment of 50 million yuan [6] Group 3 - Purun Co. intends to acquire 49% equity of Nuoya Changtian through a combination of shares, convertible bonds, and cash, making it a wholly-owned subsidiary [7] - Dongfang Yuhong plans to sell a commercial property for 10.12 million yuan, expecting a significant asset disposal loss [8] - Tianqi Lithium is applying for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [9] Group 4 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [10] - ST Yishite's controlling shareholder will transfer 4.18 million shares to Hubei Jingjiang Industrial Investment Group, changing the actual controller to the Jingzhou State-owned Assets Supervision and Administration Commission [11] - Dongwei Technology's directors and key technical personnel plan to reduce their holdings by up to 1.11% of the company's shares [12] Group 5 - Guojin Securities shareholders plan to reduce their holdings by a total of 0.72% of the company's shares [23] - Hongde Co. controlling shareholder and associated parties plan to reduce their holdings by up to 3% [24] - Aopu Mai's restructuring plan to acquire 100% of Pengli Bio has been approved by the exchange [26] Group 6 - Kosen Technology intends to sell 100% of Kosen Medical for 915 million yuan due to challenges in its business environment [28] - Rongsheng Petrochemical's subsidiary plans to transfer 100% of Rongsheng Energy (Zhoushan) to Rongsheng Holdings [29] - Jingji Zhino reported a cumulative sales revenue of 3.464 billion yuan from pig sales in the first 11 months of 2025 [30]

Market Review - The Huaxia AI ETF (589010) rose by 1.49%, with a strong performance throughout the day, primarily trading above the intraday average line. The holdings showed a broad upward trend, with AI chip leader Cambricon surging over 4.6% and other stocks like Xinghuan Technology and Lingyun Optics also performing well. The ETF has attracted significant capital, recording net inflows for five consecutive trading days, with a recent trading volume of nearly 800 million yuan, indicating active trading [1] - The Robot ETF (562500) opened slightly lower but quickly rebounded, closing at its daily high with a 1.24% increase, ending at 0.982 yuan. Key holdings like Haimeixing surged nearly 10%, with other stocks such as Jingye Intelligent and Oat Technology also rising. Notably, substantial capital inflows were observed, with over 448 million yuan in a single day and a significant cumulative inflow over the past five days [1] Key News - RichChip Microelectronics announced that its flagship product RK3588 has a high market share in the robotics sector, collaborating with well-known clients like Yushutech and Ecovacs on various robot types. The company positions robotics as a crucial product line in AIoT, leveraging its technology and product advantages to expand cooperation in machine vision and audio fields [2] - Zhejiang Rongtai plans to invest approximately 77 million USD (about 544.88 million yuan) through its wholly-owned subsidiary to establish a production project in Thailand for 14,000 tons of mica paper, 4,500 tons of mica products, and 7 million robot components. This project aims to enhance the company's overseas business and supply chain [2] - Luming Robotics announced the completion of Pre-A1 and Pre-A2 financing rounds, raising several hundred million yuan, with funds allocated for continued investment in embodied intelligence data and hardware [2] Institutional Insights - Guojin Securities highlights three key trends in the industry: (1) Continued investment from industrial capital into the embodied intelligence sector, with companies like Ningbo Huaxiang participating in venture funds focused on this area [3] (2) Deepening supply chain collaboration, with core components and manufacturing processes integrating into leading ecosystems, as seen with Qide New Materials securing contracts for humanoid robots [3] (3) Commercialization is accelerating, with several companies achieving stable shipments or project completions, indicating sustained downstream demand [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% price fluctuation limit and small to mid-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]

（文/罗叶馨梅）瑞芯微（603893.SH）12月8日披露投资者关系活动记录表称，公司旗舰SoC产品 RK3588 在机器人市场已取得较高市占率，并与宇树科技、 云深处科技、极智嘉、科沃斯等多家知名厂商合作，覆盖人形机器人、四足机器人、服务机器人、工业巡检机器人、AGV搬运机器人、清洁机器人等多种 形态。 公司表示，机器人业务已被列为其AIoT战略中的重要产品线。当前瑞芯微的SoC主要承担机器人"小脑"角色，负责运动控制、环境感知等任务，在多类机器 人终端中实现大规模落地，构成公司稳定的应用场景基础。 在"大脑"布局方面，瑞芯微正在依托端侧算力协处理器推进提升机器人决策与规划能力。公司指出，随着AI模型在机器人端侧运行需求不断上升，具备高算 力、低功耗的一体化芯片方案将成为行业核心竞争点。 同时，在机器视觉与音频交互方面，瑞芯微已有成熟方案，可为智能视觉识别、目标检测、多模态交互等应用提供底层支持。公司称，将继续扩大与头部客 户的合作范围，推动更多产品进入量产周期。 此外，瑞芯微补充表示，公司与多家存储厂商保持长期稳定合作关系，可确保机器人、AIoT等业务在供应链和成本管理方面维持优势，为未来规模化出货 奠定 ...

今日（12月8日）A股三大指数集体收涨，上证指数涨0.54%，收于3924.08点；深证成指涨1.39%，创业板指涨2.6%。市场全天成交额2.05万亿元，较前一 交易日增量超3100亿元；收盘上涨个股超3400只，其中收盘股价涨停的有78只。 盘面上，共封装光学（CPO）领涨，板块内东田微、致尚科技均"20cm"涨停。F5G概念、光纤概念、铜缆高速连接等概念跟涨。煤炭开采加工、天津自 贸区、草甘膦概念等跌幅居前。 49股收盘价创历史新高 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有49股收盘价创历史新高。从行业属性来看，电子、机械设备、通信行业创新高的个股较为 集中，分别有14股、8股、6股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨7.42%，涨停的有瑞可达、东田微、致尚科技等，涨幅居前的有天孚通信、飞沃科技、长光华芯等。 | 代码 | 简称 | 收盘价 | 日涨幅 | 行业 | | --- | --- | --- | --- | --- | | | | (元) | (%) | | | 688800 | 瑞可达 | 86.77 | 20.00 | 电子 | | 301183 | 东田 ...

格隆汇12月8日丨瑞芯微(603893.SH)公布，在综合考虑公司2025年前三季度实际经营情况、资金需求以 及未来发展等因素的前提下，经公司董事会决议，公司拟实施利润分配预案。具体情况如下：公司2025 年前三季度实现归属于上市公司股东的净利润为779,576,888.33元。截至2025年9月30日，母公司可供股 东分配利润为1,798,001,430.26元，资本公积1,730,290,339.04元，上述数据未经审计。以本次利润分配预 案实施股权登记日的总股本为基数，向全体股东每10股派发现金红利3.00元（含税），预计派发现金红 利总额为126,278,895元，资本公积不转增。本次现金分红总额预计占公司2025年前三季度合并报表归属 于上市公司股东净利润的比例为16.20%。 ...

Core Viewpoint - The company, 瑞芯微, has disclosed that its product RK3588 has achieved a significant market share in the robotics sector, collaborating with several well-known clients to develop various types of robotic products [1] Group 1: Company Overview - 瑞芯微's RK3588 product is currently well-positioned in the robotics market [1] - The company has established partnerships with notable clients such as 宇树科技, 云深处科技, 极智嘉, and 科沃斯 [1] Group 2: Product Applications - The RK3588 is utilized in a diverse range of robotic applications, including humanoid robots, quadruped robots, service robots, industrial inspection robots, AGV handling robots, and cleaning robots [1]

瑞芯微电子股份有限公司独立董事 签名 独立董事 乔 政 VS 205年12月8日 (本页无正文,为《瑞芯微电子股份有限公司独立董事关于第四届董事会第八次 会议相关事项的独立意见》签字页) 独立董事签字: 签名 独立董事 高启全 关于第四届董事会第八次会议相关事项的独立意见 根据《中华人民共和国公司法》《上市公司独立董事管理办法》《上海证券交 易所股票上市规则》等法律法规、规范性文件和《公司章程》的有关规定，我们 作为瑞芯微电子股份有限公司（以下简称"公司"）的独立董事，认真审阅了公 司提供的相关材料，基于独立客观判断，对公司第四届董事会第八次会议审议的 《关于<利润分配预案>的议案》出具如下独立意见： 经核查，我们认为：公司《利润分配预案》符合《上市公司监管指引第 3 号——上市公司现金分红》《上海证券交易所上市公司自律监管指引第 1 号—— 规范运作》等有关上市公司现金分红的规定，也符合《公司章程》的规定。公司 董事会充分考虑了公司未来发展、财务状况、盈利能力以及股东投资回报等因素 提出《利润分配预案》，不存在损害公司及全体股东利益的情形。我们同意《关 于<利润分配预案>的议案》，并同意公司董事会提交公司股 ...

证券代码：603893 证券简称：瑞芯微 公告编号：2025-076 本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体 日期将在权益分派实施公告中明确。在实施权益分派的股权登记日前若公司总股 本发生变动的，拟维持每股分配比例不变，相应调整分配总额，并将另行公告具 体调整情况。 一、利润分配预案内容 为积极落实《国务院关于加强监管防范风险推动资本市场高质量发展的若干 意见》（国发〔2024〕10 号）及中国证监会《上市公司监管指引第 10 号——市 值管理》的相关精神和要求，增强投资者获得感，在综合考虑公司 2025 年前三 季度实际经营情况、资金需求以及未来发展等因素的前提下，经公司董事会决议， 公司拟实施利润分配预案。具体情况如下： 公司 2025 年前三季度实现归属于上市公司股东的净利润为 779,576,888.33 元。截至 2025 年 9 月 30 日，母公司可供股东分配利润为 1,798,001,430.26 元， 资本公积 1,730,290,339.04 元，上述数据未经审计。 以本次利润分配预案实施股权登记日的总股本为基数，向全体股东每 10 股 派发现金红利 3.00 元（含 ...

人民财讯12月8日电，瑞芯微（603893）12月8日发布利润分配预案公告，公司2025年前三季度实现归母 净利润为7.8亿元。以本次利润分配预案实施股权登记日的总股本为基数，向全体股东每10股派发现金 红利3元(含税)，预计派发现金红利总额为1.26亿元，资本公积不转增。本次现金分红总额预计占公司 2025年前三季度合并报表归母的比例为16.2%。 ...