商报讯（记者 叶晓珺）大A又上热搜，"14连阳""逼近4100点大关"可谓是将赚钱效应拉满。昨日早盘， 多个板块涨幅明显，其中，可控核聚变概念拉升冲高，中国西电、中国核建等多股涨停；金属镍震荡拉 升，中伟股份涨超10%；最为突出的就是半导体设备板块，芯源微、中微公司、北方华创、拓荆科技纷 纷创出历史新高。 截至下午收盘，三大指数集体收涨。其中，沪指报4085.77点，涨0.05%，录得14连阳。全天沪深两市成 交额2.85万亿元，较上一个交易日放量476亿元，成交额连续2个交易日超2.8万亿元。对此，有市场人士 感叹，沪指从1990年12月19日开盘以来，在8558个交易日中，第一次出现了连续14日阳线的走势，指数 也创出了2015年7月以来的新高。 沪指创10年新高，创业板指刷新阶段高点 回看全天，早盘三大指数均高走，临近午盘，沪指涨0.29%逼近4100点，且再创10年新高；深成指报 14071.35点，涨0.35%；创业板指则突破2025年10月30日的阶段高点，刷新2021年12月底以来的新高。 其中，半导体产业链相关概念股集体拉升，中微公司、北方华创续创历史新高，南大光电、芯源微、恒 坤新材20cm ...

Core Viewpoint - The competition in industries characterized by "hard technology" and "new quality productivity" is reshaping the M&A logic in capital markets, with companies shifting their focus from traditional scale expansion to strategic positioning in next-generation key technologies. Group 1: M&A Trends - Companies like Ningbo Tianlong Electronics and Zhongwei Semiconductor Equipment are engaging in acquisitions to quickly enter and secure next-generation technologies, indicating a strategic intent to build competitive advantages through external M&A [1] - The rapid pace of innovation in fields such as artificial intelligence, high-end semiconductors, and new energy necessitates that companies act quickly to avoid being locked out by patent barriers and established ecosystems [1] Group 2: Transition in M&A Strategy - The shift from "buying technology" to "cultivating capabilities" emphasizes that successful M&A requires not just acquisition but also deep integration and innovation post-acquisition, moving from "owning technology" to "mastering technology" and finally to "iterating technology" [2] - The focus is on enhancing high-value areas represented by "new quality productivity" through M&A, which serves as an efficient tool for filling technological gaps and seizing market opportunities [2] Group 3: Ecosystem Building - The modern competitive landscape requires a shift from merely addressing weaknesses to consciously building an industrial ecosystem, integrating strong innovative capabilities from SMEs and tech teams to create a resilient and collaborative industry chain [3] - For instance, Zhongwei Semiconductor Equipment's acquisition of Hangzhou Zhonggui Electronic Technology not only fills a product gap but also lays the foundation for a world-class semiconductor equipment platform, highlighting the importance of systematic layout [3] Group 4: Long-term Strategic Focus - Companies are encouraged to maintain rationality and focus on long-term foundations rather than chasing short-term valuation trends, as historical experiences show that superficial M&A can lead to market bubbles [4] - The current regulatory environment reflects a push against "hype-driven" M&A, emphasizing the importance of thorough due diligence and compliance, which aligns with the need for companies to transition from external acquisition to internal cultivation and from short-term responses to long-term strategic stability [4]

Core Viewpoint - Semiconductor equipment giant Zhongwei Company plans to reduce its stake in Tuo Jing Technology by up to 1.3% of the total share capital, potentially cashing out nearly 1.4 billion yuan due to its operational funding needs [1][2]. Group 1: Shareholding and Reduction Plan - Zhongwei Company currently holds a 7.3% stake in Tuo Jing Technology, acquired before the IPO [2]. - The planned reduction involves selling no more than 3.6551 million shares, which is capped at 1.3% of Tuo Jing Technology's total share capital, through centralized bidding and block trading within three months [2]. Group 2: Financial Impact and Previous Reductions - In 2023, Zhongwei Company reduced its holdings in Tuo Jing Technology by approximately 1.2561 million shares, representing 0.99% of the total, generating a net profit of about 406 million yuan after tax [3]. - The estimated maximum transaction amount for the current reduction is approximately 1.393 billion yuan, based on the previous closing price multiplied by the maximum number of shares to be sold [3]. Group 3: Strategic Objectives and Future Plans - The sale of shares is intended to optimize the company's asset structure, enhance liquidity, and improve asset utilization efficiency [3]. - Zhongwei Company is planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., Ltd. through a combination of issuing shares and cash, with the issuance price set at 216.77 yuan per share [3]. Group 4: Business Expansion and Market Position - The target company specializes in the research, production, and sales of Chemical Mechanical Planarization (CMP) equipment, a core technology in wet process equipment, and is one of the few domestic firms capable of mass production of 12-inch high-end CMP equipment [4]. - This transaction will enable Zhongwei Company to integrate capabilities across four core processes: etching, film deposition, measurement, and wet processes, marking a significant transition from dry to a combined dry and wet solution [4]. - By 2035, the company aims to increase its coverage in critical areas of integrated circuit equipment from 30% to over 60%, aspiring to become a world-class advanced semiconductor equipment platform group [4].

进一步统计，近3个月内该股累计发生65笔大宗交易，合计成交金额为29.00亿元。 证券时报·数据宝统计显示，中微公司今日收盘价为352.34元，上涨6.88%，日换手率为3.84%，成交额 为84.11亿元，全天主力资金净流入1.78亿元，近5日该股累计上涨29.19%，近5日资金合计净流入2.80亿 元。 两融数据显示，该股最新融资余额为35.93亿元，近5日增加6546.66万元，增幅为1.86%。（数据宝） 1月7日中微公司大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 80.00 | 26184.00 | 327.30 | -7.11 | 中信证券股份有限公司上海 溧阳路证券营业部 | 国泰海通证券股份有限公司 上海徐汇区云绣路证券营业 | | | | | | | 部 | | 8.88 | 2906.42 | 327.30 | -7.11 | 国泰海通证券股份 ...

Core Viewpoint - The company plans to reduce its stake in Tuo Jing Technology by up to 1.3% of its total share capital within three months, aiming to raise nearly 1.4 billion yuan for operational needs [1][2]. Group 1: Share Reduction Announcement - The company intends to sell no more than 3.6551 million shares of Tuo Jing Technology, which represents 1.3% of the total share capital, through centralized bidding and block trading [1]. - Currently, the company holds a 7.3% stake in Tuo Jing Technology, acquired before its IPO [1]. Group 2: Financial Impact of Previous Reductions - In 2023, the company reduced its holdings by approximately 1.2561 million shares, accounting for 0.99% of Tuo Jing Technology, generating a net profit of about 406 million yuan after taxes [2]. - The estimated maximum transaction amount for the current reduction is approximately 1.393 billion yuan, based on the previous closing price multiplied by the maximum number of shares to be sold [2]. Group 3: Strategic Asset Management - The company aims to optimize its asset structure and enhance liquidity and efficiency through the sale of these shares, which are recorded as long-term equity investments with a book value of 457 million yuan [2]. - The company is also planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., Ltd. through a combination of share issuance and cash payment, with the issuance price set at 216.77 yuan per share [2]. Group 4: Future Business Development - The target company specializes in the research, production, and sales of Chemical Mechanical Polishing (CMP) equipment, a core technology in wet processing, and is one of the few domestic firms capable of mass-producing 12-inch high-end CMP equipment [3]. - This transaction will enable the company to integrate capabilities across four core processes: etching, film deposition, measurement, and wet processing, marking a significant transition from dry to a combined dry and wet solution [3]. - By 2035, the company aims to increase its coverage in critical areas of integrated circuit equipment from 30% to over 60%, aspiring to become a world-class advanced semiconductor equipment platform group [3].

公司本次出售股票资产事项有利于优化公司资产结构，盘活公司存量资产，提高公司资产流动性及使用 效率。 中微公司(688012.SH)发布公告，公司拟通过集中竞价交易及大宗交易的方式减持公司目前持有的拓荆 科技(688072.SH)股份数量不超过365.51万股(占其总股本的比例不超过1.3%)。 ...

格隆汇1月7日丨中微公司(688012.SH)公布，公司拟通过集中竞价交易及大宗交易的方式减持公司目前 持有的拓荆科技股份有限公司（称"拓荆科技"）股份数量不超过365.51万股（占其总股本的比例不超过 1.3%）。 ...

证券代码：688012 证券简称：中微公司 公告编号：2026-006 中微半导体设备（上海）股份有限公司 关于出售股票资产的公告 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。 重要内容提示： 交易简要内容 （一）本次交易的基本情况 1、本次交易概况 中微半导体设备（上海）股份有限公司（以下简称"公司"）拟通过集中竞 价交易及大宗交易的方式减持公司目前持有的拓荆科技股份有限公司（以下 简称"拓荆科技"）股份数量不超过 3,655,131 股（占其总股本的比例不超 过 1.3%）。 本次交易未达到股东会审议标准。 其它需要提醒投资者重点关注的风险事项 由于证券市场股票交易价格存在较大的波动性，同时本次出售时间具有不确 定性，因此目前无法确切预计本次交易对公司业绩的具体影响。 一、交易概述 本次交易不构成关联交易 本次交易不构成重大资产重组 交易实施尚需履行的审批及其他相关程序 为促进股东价值最大化，合理配置公司资产结构，公司于 2026 年 1 月 7 日 召开第三届董事会第九次会议，审议并一致通过了《关于出售公司所持拓荆科技 ...

每经AI快讯，中微公司1月7日晚间发布公告称，为促进股东价值最大化，合理配置公司资产结构，公 司于2026年1月7日召开第三届董事会第九次会议，审议并一致通过了《关于出售公司所持拓荆科技股份 有限公司部分股票的议案》，授权管理层及其授权人士根据证券市场情况，通过集中竞价及大宗交易的 方式，出售公司所持有的拓荆科技股票，合计不超过约366万股（占其总股本的比例不超过1.3%），授 权范围包括但不限于出售时机、交易方式、交易数量、交易价格等，授权期限为自董事会审议通过之日 至预披露届满之日起的三个月内。在此期间内，若拓荆科技发生送股、资本公积金转增股本等股份变动 事项，公司拟出售股票的数量将相应调整。本次交易不构成关联交易，不构成重大资产重组，无需提交 公司股东会审议通过。 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 张明双） ...

拓荆科技1月7日公告，公司持股5%以上股东中微半导体设备（上海）股份有限公司基于自身经营发展 资金需要，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价及大宗交易方式减持公司股 份不超过365.51万股，即不超过公司总股本的1.30%。 ...