Core Insights - The company, Lian Micro, has reported a continuous increase in silicon wafer shipments, reaching new highs due to the recovery in downstream demand [1] Company Summary - Lian Micro has benefited from improved downstream demand, leading to record-high silicon wafer shipments [1]

Core Viewpoint - The company is currently constructing a project for the annual production of 1.8 million pieces of 12-inch semiconductor silicon epitaxial wafers, which is part of its convertible bond project for 2022. This project is expected to complement another project disclosed on November 18, 2025, for the annual production of 1.8 million pieces of heavily doped substrate wafers, forming a complete industrial chain from single crystal to epitaxy, thereby enhancing the company's production capacity and overall competitiveness [1] Group 1 - The company is building a project for the annual production of 1.8 million pieces of 12-inch silicon epitaxial wafers [1] - The two projects will create a complete industrial chain from single crystal to epitaxy [1] - The projects aim to improve the company's production capacity of heavily doped silicon wafers and optimize product structure [1]

Core Viewpoint - Lian Micro (605358.SH) has successfully achieved large-scale shipments of its VCSEL chips, which are utilized in smart driving, robotics, and optical communication sectors [1] Company Summary - Lian Micro's VCSEL chips are being deployed in various advanced technology applications, indicating a strong market presence and demand [1]

格隆汇11月20日丨立昂微(605358.SH)在投资者互动平台表示，立昂东芯VCSEL芯片已用于智能驾驶、 机器人、光通信等领域并已实现大规模出货。 ...

格隆汇11月20日丨立昂微(605358.SH)在投资者互动平台表示，立昂东芯6英寸碳化硅基氮化镓产品正在 持续推进中，预计今年四季度将取得订单。 ...

格隆汇11月20日丨立昂微(605358.SH)在投资者互动平台表示，立昂东芯6英寸碳化硅基氮化镓产品正在 持续推进中，预计今年四季度将取得订单。 ...

Core Viewpoint - The stock of Lian Microelectronics has experienced fluctuations, with a year-to-date increase of 25.88% but a recent decline of 11.09% over the past five trading days [2]. Group 1: Stock Performance - As of November 20, Lian Microelectronics' stock price is 31.18 CNY per share, with a market capitalization of 20.933 billion CNY [1]. - The stock has seen a trading volume of 3.31 billion CNY and a turnover rate of 1.56% [1]. - Year-to-date, the stock has risen by 25.88%, with a recent five-day decline of 11.09% [2]. Group 2: Financial Performance - For the period from January to September 2025, Lian Microelectronics reported a revenue of 2.640 billion CNY, reflecting a year-on-year growth of 15.94% [2]. - The net profit attributable to shareholders was -108 million CNY, a significant decrease of 98.67% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 39.37% to 105,000, while the average circulating shares per person decreased by 28.25% to 6,394 shares [2]. - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include the Southern CSI 500 ETF, holding 7.8084 million shares, a decrease of 137,700 shares from the previous period [3]. - The Guotai CSI Semiconductor Materials and Equipment Theme ETF is a new entrant among the top ten shareholders, holding 5.6803 million shares [3].

证券日报网讯 11月18日晚间，立昂微发布公告称，嘉兴康晶半导体产业投资合伙企业（有限合伙） （简称"嘉兴康晶"）是一只定向投资于金瑞泓微电子（嘉兴）有限公司（简称"嘉兴金瑞泓"）41.3056% 股权的产业投资基金。2022年3月9日，公司召开第四届董事会第七次会议，审议通过了《关于控股子公 司签订的议案》，同意控股子公司金瑞泓微电子（衢州）有限公司在受让取得嘉兴金瑞泓控制权时，收 购取得嘉兴康晶46.6667%的财产份额，嘉兴康晶成为公司联营企业。2025年5月26日，公司召开第五届 董事会第九次会议，审议通过了《关于拟清算并注销嘉兴康晶半导体产业投资合伙企业（有限合伙）的 议案》，决定清算并注销嘉兴康晶。嘉兴康晶的全部剩余财产在合伙人之间已完成分配，嘉兴康晶已于 近日完成注销登记并取得嘉兴市南湖区行政审批局出具的注销登记通知书。 （文章来源：证券日报） ...

Market Overview - The main board saw significant gains with notable stocks such as Yuanlong Yatu (+10.02%), Langchao Software (+10.01%), and Rongji Software (+10.00%) leading the charge [1] - The ChiNext board experienced a surge with Fu Shi Holdings (+20.07%), Xuan Ya International (+20.01%), and Si Chuang Medical (+20.00%) [1] - The Sci-Tech Innovation board also performed well, highlighted by Longxun Co. (+20.00%), Guangyun Technology (+19.99%), and Dongxin Co. (+12.75%) [1] - Active sub-industries included SW Marketing Agency (+5.68%) and SW Semiconductor Equipment (+3.71%) [1] Domestic News - Li Cheng Technology's board approved a resolution to expand advanced packaging capacity, purchasing a factory from AU Optronics for NT$68.98 billion (approximately RMB 15.7 billion) to meet growing demand for panel-level fan-out packaging (FOPLP) [1] - Qingyi Optoelectronics launched a high-end mask production base in Foshan, covering mainstream and next-generation display technologies, including a-Si, LTPS, AMOLED, LTPO, and MicroLED [1] - Lian Micro announced an investment agreement to build a project with an annual output of 1.8 million 12-inch heavily doped substrate wafers, with a total investment of RMB 2.262 billion [1] - Shengmei Shanghai successfully delivered its first panel-level advanced packaging electroplating equipment, Ultra ECP ap-p, to a leading panel manufacturer [1] Company Announcements - Lian Micro completed the cancellation of Jiaxing Kangjing, with all remaining assets distributed among partners [2] - Chipeng Micro announced the early termination of a share reduction plan, reducing its shareholding to 31,711,604 shares (24.15%) [2] - Juguang Technology reported the unfreezing of 430,000 shares held by a major shareholder, accounting for 7.55% of his holdings and 0.48% of the company's total shares [2] - Donghua Software's general manager completed a share reduction plan, selling 1,519,180 shares, which is 0.0474% of the total shares [2] International News - GlobalFoundries acquired AMF, a Singapore-based chip manufacturer focused on silicon photonics, aiming to become the largest silicon photonics manufacturer globally [3] - ROHM launched an analog proximity sensor using VCSEL as the light-emitting element, capable of high-speed and high-precision detection [3] - LG Display reported an increase in panel prices per square meter, rising from $804 in Q1 to $1,365 in Q3, despite a 27.8% year-on-year decrease in shipment area [3] - International DRAM spot prices saw a steady increase, with DDR5 16G (2Gx8) prices rising by 0.27% to an average of $24.833 [3]

证券代码：605358 证券简称：立昂微 公告编号：2025-064 债券代码：111010 债券简称：立昂转债 关于嘉兴康晶注销完成的公告 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个别及连带责任。 一、基金情况概述 嘉兴康晶半导体产业投资合伙企业（有限合伙）（以下简称"嘉兴康晶"）是一支定向投资 于金瑞泓微电子（嘉兴）有限公司（以下简称"嘉兴金瑞泓"）41.3056%股权的产业投资基金。 2022年3月9日，杭州立昂微电子股份有限公司（以下简称"公司"）召开第四届董事会第七次 会议，审议通过了《关于控股子公司签订<股权收购协议>的议案》，同意控股子公司金瑞泓微 电子（衢州）有限公司（以下简称"金瑞泓微电子"）在受让取得嘉兴金瑞泓控制权时，收购 取得嘉兴康晶46.6667%的财产份额，嘉兴康晶成为公司联营企业。 本次注销不会对公司的生产经营和后续发展产生实质性影响，不存在损害公司和全体股东 尤其是中小股东利益的情形。嘉兴康晶注销后，公司合并财务报表范围将相应发生变化。 特此公告。 杭州立昂微电子股份有限公司 2024年12月2日， ...