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%。 ...

每经AI快讯，1月7日，中微公司(688012.SH)公告称，为促进股东价值最大化，公司拟通过集中竞价交 易及大宗交易的方式减持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 交易不构成关联交易，不构成重大资产重组，无需提交股东会审议。预计交易金额为13.93亿元，账面 成本为4.57亿元。由于证券市场股票交易价格存在波动性，目前无法确切预计本次交易对公司业绩的具 体影响。 ...

中微公司公告，公司拟通过集中竞价及大宗交易方式，出售持有的拓荆科技68.81万股票不超过365.51万 股，占其总股本不超过1.30%，预计交易金额13.93亿元，账面成本4.57亿元。公司原持股2051.63万股， 占7.30%。董事会已于2026年1月7日审议通过，授权自预披露15个交易日届满起3个月内择机实施。本 次交易不构成关联交易和重大资产重组，无需提交公司股东会审议。 ...

Group 1: Automotive Industry - Xiaomi's Lei Jun announced the upcoming launch of the new generation SU7 luxury high-performance electric sedan, expected in April [1] - The new SU7 will feature enhancements based on customer feedback, including new colors, wheels, and interior designs, as well as improved safety with standard laser radar and fully equipped driver assistance [1] - Significant breakthroughs in battery range and advancements in smart chassis and cockpit technology are highlighted, promising an unparalleled driving experience [1] Group 2: Gold Reserves - The People's Bank of China reported an increase in gold reserves to 74.15 million ounces (approximately 2306.323 tons) by the end of December, marking a month-on-month increase of 30,000 ounces (approximately 0.93 tons) [2] Group 3: Stock Market Performance - The Shanghai Composite Index rose by 0.29% nearing the 4100-point mark, with significant gains in sectors such as rare earths and semiconductor equipment [3] - Over 2500 stocks in the market experienced gains, with notable performances in storage chips, photolithography, and controlled nuclear fusion sectors [3] - The semiconductor equipment sector saw major stocks like ChipSource and North Huachuang reaching historical highs [3] Group 4: Logistics Industry - The China Logistics and Purchasing Federation reported that the logistics industry prosperity index for December 2025 reached its highest for the year at 52.4%, reflecting a 1.5 percentage point increase month-on-month [5] - Key indicators such as business volume, equipment utilization, new orders, and personnel indices are all in the expansion range and showing upward trends [5] - The logistics business volume index has been on a two-month rise, with balanced improvements across eastern, central, and western regions [5] Group 5: Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office jointly released the "Regulations on the Supervision of Network Transaction Platforms," aimed at standardizing platform rules and protecting the rights of all parties involved in online transactions [16] - The regulations emphasize the responsibilities of platform operators in rule-making and execution, including obligations for information disclosure and consumer protection [16] - The regulations prohibit unreasonable restrictions on operators' business activities and the use of big data for unfair practices [16]

Market Overview - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise, closing up 0.05% at 4085.77 points. The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, marking the second consecutive day of trading volume exceeding 2.8 trillion yuan [1]. Sector Performance - The commercial aerospace sector was notably active, with over ten stocks hitting the daily limit, including Lushin Investment with 7 limit-ups in 9 days and Leike Defense with 6 consecutive limit-ups. The coal sector also saw significant gains, with Dayou Energy and Shaanxi Black Cat hitting the limit. Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Beifang Huachuang reaching historical highs. The photoresist concept stocks were active, with Guofeng New Materials achieving 2 limit-ups in 3 days, and Nanda Optoelectronics and Tongcheng New Materials hitting the limit. The controllable nuclear fusion concept showed strength, with China First Heavy Industries and China Nuclear Engineering hitting the limit [1]. Limit-Up Stocks - A total of 80 stocks (excluding ST and delisted stocks) hit the daily limit, with 23 stocks achieving consecutive limit-ups. The limit-up rate was 64%, with notable stocks including Shengtong Energy with 14 consecutive limit-ups, Fenglong Co. with 9 consecutive limit-ups, and Youbang Ceiling with 5 consecutive limit-ups. The commercial aerospace concept stocks such as Lushin Investment and Leike Defense were highlighted for their strong performance [1].

Core Insights - The rapid advancement of AI is driving a significant demand for computing power and storage, leading to a severe supply shortage in these areas [1][6][7]. Group 1: Market Demand and Supply - The gap for high-end GPU chips in China has reached a scale of over 10 billion yuan [2]. - The current domestic production capacity for chips below 12nm is less than half of the required demand, particularly with the potential launch of AI smartphones [2]. - The storage chip market is facing a larger deficit, with a supply-to-investment ratio of only 0.4:1 in China, compared to 1:1 in developed countries [2]. Group 2: Policy and Investment Support - The Chinese government is emphasizing the need for self-reliance in technology, particularly in GPU and storage chip production, to address the supply shortages [5][11]. - The Central Cyberspace Affairs Commission and the Ministry of Industry and Information Technology have launched initiatives to enhance standards for advanced computing and storage technologies [8][9]. - Significant capital support is being provided, with the National Big Fund increasing its stakes in domestic semiconductor companies [11]. Group 3: Domestic Semiconductor Industry Growth - Domestic semiconductor equipment manufacturers are expected to enter a strong expansion phase driven by AI demand, with order growth potentially exceeding 30% by 2026 [5][12]. - Some domestic GPU chips have reached international leading specifications, supporting large-scale intelligent computing clusters [11]. - The highest speeds of certain domestic storage chips have surpassed 8000 Mbps, positioning them among the global leaders [12]. Group 4: Investment Opportunities - The semiconductor equipment ETF (159516) is highlighted as a convenient investment tool, tracking a range of core assets in the semiconductor sector [17][20]. - The ETF has seen significant investor interest, with a fund size of 10.459 billion yuan, marking an increase of over 8.7 billion yuan since early 2025 [21][20]. - The semiconductor equipment sector is expected to benefit from the ongoing demand for advanced processes and storage expansion, making it a promising investment area [22].

南方财经1月7日电，1月7日，中微公司大宗交易成交94.28万股，成交额3.09亿元，占当日总成交额的 3.54%，成交价327.3元，较市场收盘价352.34元折价7.11%。 ...