| 证券代码：605358 | 证券简称：立昂微 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：111010 | 债券简称：立昂转债 | | 杭州立昂微电子股份有限公司 可转债转股结果暨股份变动公告 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个别及连带责任。 经上海证券交易所自律监管决定书[2022]326号文同意，公司本次发行的339,000万元可转 换公司债券于2022年12月7日起在上海证券交易所挂牌交易，债券简称"立昂转债"，债券代 码"111010"。 1 重要内容提示： 累计转股情况："立昂转债"的转股期为 2023 年 5 月 18 日起至 2028 年 11 月 13 日。 截至 2025 年 12 月 31 日，累计已有 750,000 元"立昂转债"转换为公司股份，累计转股股数 为 19,973 股，占"立昂转债"转股前公司已发行股份总额的 0.003%。 未转股可转债情况：截至 2025 年 12 月 31 日，"立昂转债"尚未转股金额为 3,389,25 0,000 ...

截至发稿，立昂微市值为239亿元。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" （记者 曾健辉） 每经AI快讯，立昂微（SH 605358，收盘价：35.54元）12月29日晚间发布公告称，王敏文先生持有杭州 立昂微电子股份有限公司无限售条件流通股约1.18亿股，占公司股份总数的17.55%。本次部分股权质押 后，王敏文先生累计质押其中5600万股，占其所持公司股份数的47.53%，占公司目前股份总数的 8.34%。 ...

债券代码：111010 债券简称：立昂转债 2025 年 12 月 26 日，王敏文先生在中国证券登记结算有限责任公司办理了质押手续，将 其持有的公司 24,000,000 股无限售条件流通股质押给西藏信托有限公司（以下简称"西藏信 托"）。具体情况如下： | | | 是否 | | 是否 | 是否 | | | | | 占其所 | 占公 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 编号 | 为控 | 本次质押股 | 为限 | 补充 | 质押起始 | | 质押到期 | 质权人 | 持股份 | 司总 | 资资金 | | 名称 | | 股股 | 数 | | | 日 | | 日 | | | 股本 | | | | | | | 售股 | 质押 | | | | | 比例 | | 用途 | | | | 东 | | | | | | | | | 比例 | | | 王敏 | | | | | | 2025 | 年 12 | 2026 年 12 | | | | 实业投 | | | ZYD254 ...

Core Viewpoint - The announcement from Lian Micro indicates that the controlling shareholder, Wang Minwen, holds 118 million shares, accounting for 17.55% of the company. He has pledged 24 million shares of unrestricted circulating stock to Tibet Trust, which represents 20.37% of his holdings and 3.57% of the total share capital. The funds from this pledge will be used for industrial investment [1] Summary by Relevant Sections - Shareholding Structure - Wang Minwen holds 118 million shares, representing 17.55% of the company [1] - Pledge Details - On December 26, 2025, Wang Minwen pledged 24 million shares to Tibet Trust, which is 20.37% of his total holdings and 3.57% of the company's total share capital [1] - After this pledge, Wang Minwen has cumulatively pledged 56 million shares, which is 47.53% of his holdings and 8.34% of the company's total share capital [1] - Total Pledged Shares - The total pledged shares by the shareholder and their concerted action parties account for 8.34% of the company's total share capital [1]

Group 1 - The core viewpoint of the news is that Lianang Microelectronics has experienced significant stock price fluctuations and changes in shareholder structure, indicating both growth and challenges in its financial performance [1][2][3] Group 2 - As of December 26, Lianang Microelectronics' stock price decreased by 2.01% to 36.56 CNY per share, with a trading volume of 9.47 billion CNY and a market capitalization of 24.546 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.60%, with a 9.59% rise over the last five trading days and a 24.18% increase over the last 20 days [2] - Lianang Microelectronics' main business revenue composition includes 66.96% from semiconductor wafers, 25.09% from semiconductor power devices, and 7.12% from compound semiconductor RF and optoelectronic chips [2] - The company reported a revenue of 2.64 billion CNY for the period from January to September 2025, reflecting a year-on-year growth of 15.94%, while the net profit attributable to shareholders was -108 million CNY, a decrease of 98.67% year-on-year [2] - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed in the last three years [3] - 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]

Core Viewpoint - The stock of Lianang Microelectronics has shown significant growth this year, with a 51.84% increase in price, despite a recent net outflow of funds. The company operates in the semiconductor industry, focusing on silicon wafers and power devices, and has seen fluctuations in its financial performance. Group 1: Stock Performance - As of December 24, Lianang Microelectronics' stock price rose by 2.09% to 37.61 CNY per share, with a trading volume of 603 million CNY and a turnover rate of 2.42%, resulting in a total market capitalization of 25.25 billion CNY [1] - The stock has increased by 51.84% year-to-date, with a 7.98% rise in the last five trading days, 29.07% in the last 20 days, and 25.20% in the last 60 days [1] - The company has appeared on the "龙虎榜" (top trading list) three times this year, with the most recent occurrence on December 11 [1] Group 2: Financial Performance - For the period from January to September 2025, Lianang Microelectronics reported a revenue of 2.64 billion CNY, reflecting a year-on-year growth of 15.94%, while the net profit attributable to shareholders was -108 million CNY, a decrease of 98.67% compared to the previous year [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 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianang Microelectronics reached 105,000, an increase of 39.37% from the previous period, while the average number of circulating shares per person decreased by 28.25% to 6,394 shares [2] - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 7.81 million shares, a decrease of 137,700 shares, while the Guotai CSI Semiconductor Materials and Equipment Theme ETF is a new entrant with 5.68 million shares [3]

Market Performance - A-shares showed strong performance with the Shanghai Composite Index surpassing 3900 points, closing at 3917.36, up 0.69% [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.23%, indicating a robust market sentiment [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18.825 billion yuan, an increase of 1.336 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector experienced significant gains, with stocks like Kema Technology and Lianang Microelectronics hitting the daily limit, while SMIC and Haiguang Information rose over 5% [4][5] - Kema Technology's stock price reached a historical high of 466.66 yuan per share, marking a tenfold increase from its low of 46.56 yuan in April [2] - Analysts predict that the global semiconductor wafer fabrication equipment market will maintain high single-digit percentage growth in 2025 and 2026, driven by rising demand and price increases in the storage sector [6] Hainan Free Trade Zone - The Hainan Free Trade Zone concept surged, with over 20 stocks hitting the daily limit, including Shennong Agriculture and Kangzhi Pharmaceutical [6][7] - The official launch of the Hainan Free Trade Port on December 18 led to a significant increase in duty-free sales, with sales reaching 118 million yuan on the first day, a year-on-year increase of 85% [8] - The policy changes are expected to reduce import tax burdens for related enterprises by approximately 20%, enhancing market activity and consumer attraction in tourism and retail sectors [8] AI Industry - The CPO concept and AI-related stocks saw active trading, with stocks like Kaige Precision and Changxin Bochuang achieving new highs [9] - The demand for high-bandwidth network hardware is increasing due to rapid upgrades in GPU and ASIC technologies, with expectations for continued growth in 800G optical module demand through 2026 [9]

Core Viewpoint - The semiconductor sector, particularly the SMIC concept stocks, experienced a notable increase in share prices, with significant net inflows of capital, indicating strong investor interest and confidence in the sector [1][2]. Group 1: Market Performance - As of December 22, the SMIC concept stocks rose by 3.73%, ranking fourth among concept sectors, with 76 stocks increasing in value [1]. - Leading the gains were stocks such as Chuangyuan Technology, Lianang Micro, and Shenghui Integration, which hit the daily limit, with increases of 10.01%, 10.42%, and 18.65% respectively [1][3]. - The concept sector saw a total net capital inflow of 2.589 billion yuan, with SMIC itself attracting 837 million yuan [1][2]. Group 2: Capital Inflow Ratios - The top stocks by net capital inflow ratio included Shenghui Integration at 27.82%, Lianang Micro at 20.01%, and Chuangyuan Technology at 18.22% [2]. - SMIC's trading performance showed a 6.00% increase with a turnover rate of 4.05%, indicating robust trading activity [2]. Group 3: Notable Stocks - Other notable performers included Shanghai Xinyang with a 15.88% increase and Aisen Co. with an 18.65% increase, reflecting strong market sentiment towards these companies [1][6]. - Stocks like Lianang Micro and Demingli also showed significant net inflows of 345 million yuan and 242 million yuan respectively, highlighting investor confidence in these firms [1][2].

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 688981 | 中芯国 际 | 6.00 | 4.05 | 83671.32 | 8.70 | | 002916 | 深南电 路 | 6.23 | 2.31 | 43905.56 | 12.82 | | 600183 | 生益科 技 | 8.51 | 2.13 | 41768.56 | 12.78 | | 605358 | 立昂微 | 10.01 | 7.16 | 34498.40 | 20.01 | | 300475 | 香农芯 创 | 2.52 | 8.10 | 29917.37 | 5.99 | | 688008 | 澜起科 技 | 2.40 | 2.11 | 28413.18 | 9.81 | | 001309 | 德明利 | 4.81 | 8.25 | 24245.75 | 9.21 | | 30161 1 | 珂玛科 | 20.00 | 14.92 | 213 ...

Group 1 - Hainan local stocks are involved in various industries including non-woven fabric products, concrete, rubber, pharmaceuticals, and logistics [2][3] - Hainan Rui Ze and Hainan Hai Yao have seen significant stock price increases, with Hainan Hai Yao achieving a two-day price increase [2][6] - Hainan Rubber is the leading player in China's natural rubber industry, managing 3.41 million acres of rubber plantations [2] - Hainan Airport operates duty-free businesses at major airports, holding significant stakes in duty-free shops [2] Group 2 - Companies like Hainan Huatie and Hainan Minmetals are involved in state-owned enterprises and agricultural technology, respectively [3] - Hainan Development has acquired a 45% stake in Hainan Haikong Duty-Free Group, aiming to operate duty-free businesses for island residents [6] - The logistics sector is expanding with companies like Jia Cheng International developing logistics hubs in Hainan [2][3] Group 3 - The semiconductor industry is represented by companies like InnoScience and Xiangyang Technology, focusing on cleanroom engineering and special organic materials [4] - Companies like Longfly and Hengtong Optic-Electric are leading in the optical fiber industry, with significant advancements in technology and production capacity [3][4] - The AI and robotics sectors are seeing growth with companies like Zhaowei and Keda Technology focusing on intelligent equipment and robotics [6][7] Group 4 - The consumer goods sector is highlighted by companies like Fei Ke Electric and Anji Food, which are expanding their product lines and market presence [6][7] - The energy sector is represented by companies like Sheng Tong Energy, focusing on natural gas and related assets [9] - The packaging industry is led by companies like Jia Mei Packaging, which is undergoing significant changes in ownership and management [9][10]