半导体ETF南方（159325）业绩比较基准为中证半导体行业精选指数收益率，管理人为南方基金管理股 份有限公司，基金经理为赵卓雄、何典鸿，成立（2024-10-31）以来回报为46.37%，近一个月回报为 32.29%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，半导体ETF南方（159325）开盘跌1.23%，报1.450元。半导体ETF南方（159325）重仓股方 面，中芯国际开盘跌4.38%，北方华创跌4.27%，海光信息跌2.58%，寒武纪跌6.80%，豪威集团涨 0.00%，澜起科技跌2.00%，兆易创新跌1.61%，中微公司跌2.44%，长电科技涨0.12%，紫光国微跌 0.62%。 来源：新浪基金∞工作室 ...

科创50指数ETF（588870）业绩比较基准为上证科创板50成份指数收益率，管理人为汇添富基金管理股 份有限公司，基金经理为罗昊，成立（2025-01-20）以来回报为39.76%，近一个月回报为29.12%。 来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，科创50指数ETF（588870）开盘跌2.97%，报1.373元。科创50指数ETF（588870）重仓股方 面，中芯国际开盘跌4.38%，海光信息跌2.58%，寒武纪跌6.80%，澜起科技跌2.00%，中微公司跌 2.44%，金山办公涨0.30%，联影医疗涨0.00%，传音控股跌0.08%，九号公司跌0.31%。 ...

竞艳！两家半导体巨头同日亮出成绩单 ◎记者刘礼文柴刘斌 8月28日，中芯国际发布公告称，公司上半年营收323.48亿元，同比增长23.1%；归母净利润23.01亿 元，同比增长39.8%。 同日，中微公司发布2025年半年度报告。上半年，公司实现营业收入49.61亿元，同比增长约43.88%； 实现归母净利润7.06亿元，同比增长36.62%。这一数据延续了中微公司过去14年营收年均增长超35%的 强劲势头。 截至8月28日收盘，中芯国际报收119.22元/股，总市值9521.3亿元；中微公司报收225.5元/股，总市值 1412亿元。 中芯国际称，营业收入增长主要是由于本期晶圆销售数量增加及平均售价上升所致。销售晶圆的数量 （折合8英寸标准逻辑）由上年同期的390.7万片增加19.9%至本期的468.2万片。平均售价（销售晶圆收 入除以销售晶圆总数）本期为6482元，上年同期为6171元。净利润增长主要是由于本期毛利增加所致。 本期毛利增加是由于销售晶圆的数量增加、平均售价上升及产品组合变动所致。报告期内，公司晶圆代 工业务收入为303.53亿元，同比增加25.9%。 中芯国际是世界领先的集成电路晶圆代工企 ...

智通财经APP讯，中微公司(688012.SH)披露2025年半年度报告，报告期公司实现营收49.61亿元，同比 增长43.88%;归母净利润7.06亿元，同比增长36.62%;扣非净利润5.39亿元，同比增长11.49%;基本每股收 益1.13元。 ...

业绩简评 2025 年 8 月 28 日公司披露 25 年半年报，1H25 公司实现营收 49.61 亿元，同比+43.88%；实现归母净利润 7.06 亿元，同比+36.62%。 2Q25 公司实现单季度收入 27.87 亿元，同比+51.26% ，环比 +28.25%；实现归母净利润 3.93 亿元，同比+46.82%，环比+25.47%。 经营分析 持续深化与海内外客户的业务合作，持续加大研发投入力度。2025 年上半年公司研发投入总额 14.92 亿元，同比+53.70%，研发支出 占营业收入比重达 30.07%。公司目前在研项目涵盖六类设备，包 含多个关键制程工艺的核心设备开发。公司的等离子体刻蚀设备 已应用在国际一线客户从 65 至 5 纳米及其他先进的集成电路加工 制造生产线及先进封装生产线。公司的 MOCVD 设备在行业领先客 户的生产线上大规模投入量产，公司已成为世界排名前列的氮化 镓基 LED 设备制造商。公司近两年新开发的 LPCVD 薄膜设备和 ALD 薄膜设备，目前已有多款产品进入市场并获得大批量重复性订单。 0 1,000 2,000 3,000 4,000 5,000 6,000 ...

Group 1 - Cambricon expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025 [3] - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life, focusing on new productivity and smart technology investments [4] - Chipone is planning to acquire equity in Chipwise Semiconductor Technology and will suspend trading for up to 10 trading days [5] - Dongxin shares will suspend trading for up to 3 trading days due to abnormal stock trading fluctuations [6] - Zhonghuan Hailu is planning a change in company control, leading to a suspension of trading for up to 2 trading days [7] - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9] Group 2 - SMIC reported a 35.6% year-on-year increase in net profit for the first half of the year, with revenue of 4.456 billion USD, up 22% [10] - Northern Huachuang achieved a net profit of 3.208 billion yuan in the first half of the year, a 14.97% increase, with revenue of 16.142 billion yuan, up 29.51% [11] - Gree Electric reported a net profit of 14.412 billion yuan, a 1.95% increase, with revenue of 97.325 billion yuan, down 2.46% [12] - Wancheng Group's net profit surged by 50,358% to 472 million yuan, with revenue of 22.583 billion yuan, up 106.89% [13] - ZTE Corporation's net profit decreased by 11.77% to 5.058 billion yuan, with revenue of 71.553 billion yuan, up 14.51% [14] - Longxin Bochuang's net profit increased by 1,121.21% to 168 million yuan, with revenue of 1.2 billion yuan, up 59.54% [15] - SF Holding reported a net profit of 5.738 billion yuan, a 19.37% increase, with revenue of 146.858 billion yuan, up 9.26% [16] - CITIC Securities achieved a net profit of 13.719 billion yuan, a 29.80% increase, with revenue of 33.039 billion yuan, up 20.44% [18] - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year, with revenue of 9.635 billion yuan, down 9.62% [19] - Guolian Minsheng's net profit skyrocketed by 1,185.19% to 1.127 billion yuan, with revenue of 4.011 billion yuan, up 269.40% [20] - Zhongke Shuguang's net profit increased by 29.39% to 729 million yuan, with revenue of 5.85 billion yuan, up 2.41% [21] - Lingzhi Software's net profit surged by 1,002% to 112 million yuan, with revenue of 516 million yuan, down 3.04% [22] - Huasheng Tiancheng turned a profit with a net profit of 140 million yuan, compared to a loss in the previous year, with revenue of 2.262 billion yuan, up 5.11% [23] - China Galaxy reported a net profit of 6.488 billion yuan, a 47.86% increase, with revenue of 13.747 billion yuan, up 37.71% [24] - Huahong's net profit decreased by 71.95% to 74.315 million yuan, with revenue of 8.018 billion yuan, up 19.09% [25] - XGIMI's net profit increased by 2,062% to 88.662 million yuan, with revenue of 1.626 billion yuan, up 1.63% [26] - Zhongjin Gold reported a net profit of 2.695 billion yuan, a 54.64% increase, with revenue of 35.067 billion yuan, up 22.90% [27] - Zhongwei Company achieved a net profit increase of 37% to 706 million yuan, with revenue of 4.961 billion yuan, up 43.88% [28] Group 3 - Aojie Technology's shareholder Alibaba Network plans to reduce its stake by up to 3% [32] - Hengsheng Energy's actual controller plans to reduce its stake by up to 2% [33] - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [34] - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [35]

Core Viewpoint - The article summarizes key announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights into their financial performance and strategic plans for investors [2]. Company Announcements - Cambrian expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025, highlighting the management's preliminary forecast without constituting a commitment to investors [3]. - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life Insurance, focusing on investments in new productivity and smart technology sectors [4]. - Chipone Technology is planning to acquire equity in Chipwise Semiconductor Technology, leading to a temporary suspension of its stock trading [5][6]. - Dongxin Technology's stock will be suspended for up to three trading days due to abnormal trading fluctuations [7]. - Zhonghuan Hailu is undergoing a potential change in control, resulting in a stock suspension for up to two trading days [8]. - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9]. Financial Performance - SMIC reported a 22% increase in revenue to 4.456 billion USD and a 35.6% rise in net profit to 320 million USD for the first half of the year [10]. - Northern Huachuang achieved a 29.51% increase in revenue to 16.142 billion yuan and a 14.97% rise in net profit to 3.208 billion yuan [11]. - Gree Electric's revenue decreased by 2.46% to 97.325 billion yuan, while net profit grew by 1.95% to 14.412 billion yuan [12]. - Wancheng Group reported a staggering 50358.8% increase in net profit to 472 million yuan, with revenue up 106.89% to 22.583 billion yuan [13]. - ZTE Corporation's net profit fell by 11.77% to 5.058 billion yuan, despite a 14.51% increase in revenue to 71.553 billion yuan [14]. - Longxin Bochuang's net profit surged by 1121.21% to 168 million yuan, with revenue increasing by 59.54% to 1.2 billion yuan [15]. - SF Holding's revenue grew by 9.26% to 146.858 billion yuan, with net profit increasing by 19.37% to 5.738 billion yuan [16]. - CITIC Securities reported a 29.80% increase in net profit to 13.719 billion yuan, with revenue up 20.44% to 33.039 billion yuan [18]. - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year [19][20]. - Guolian Minsheng's net profit skyrocketed by 1185.19% to 1.127 billion yuan, with revenue increasing by 269.40% to 4.011 billion yuan [21]. - Zhongke Shuguang's net profit rose by 29.39% to 729 million yuan, with revenue up 2.41% to 5.85 billion yuan [22]. - Lingzhi Software's net profit increased by 1002.2% to 112 million yuan, despite a slight revenue decline [23]. - Huasheng Tiancheng returned to profitability with a net profit of 140 million yuan, compared to a loss in the previous year [24]. - China Galaxy's net profit grew by 47.86% to 6.488 billion yuan, with revenue increasing by 37.71% to 13.747 billion yuan [25]. - Huahong's net profit fell by 71.95% to 74.315 million yuan, despite a revenue increase of 19.09% [26]. - XGIMI Technology's net profit surged by 2062.34% to 88.662 million yuan, with revenue up 1.63% [27]. - Zhongjin Gold's net profit increased by 54.64% to 2.695 billion yuan, with revenue rising by 22.90% to 35.067 billion yuan [28]. - Zhongwei Company reported a 36.62% increase in net profit to 706 million yuan, with revenue up 43.88% [29]. - Tianpu Company reported a net profit decline of 16.08% to 11.298 million yuan, with revenue down 3.44% [30]. - Haier Smart Home's net profit increased by 15.59% to 12.033 billion yuan, with revenue up 10.22% to 156.494 billion yuan [31]. Shareholding Changes - Aojie Technology's shareholder Alibaba Network plans to reduce its stake by up to 3% [32]. - Hengsheng Energy's actual controller plans to reduce its stake by up to 2% [33][34]. - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [35]. - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [36].

本报讯(记者张文湘见习记者占健宇)8月28日晚，中微半导体设备(上海)股份有限公司(以下简称"中微公 司")发布2025年半年度报告。2025年上半年，公司实现营业收入49.61亿元，同比增长43.88%；实现归 母净利润7.06亿元，同比增长36.62%。同时，公司研发投入达14.92亿元，同比大幅增长53.7%，研发费 用占营收比重突破30%。 薄膜沉积设备方面，2025年上半年，公司LPCVD(低压化学气相沉积)和ALD(原子层沉积)设备销售收入 同比增长608.2%，成为业绩增长的新引擎。钨系列产品已全部通过关键存储客户端量产验证，并获批 量订单。同期，公司开发出应用于先进逻辑器件的金属栅系列产品：ALD(原子层沉积)氮化钛，ALD钛 铝，ALD氮化钽产品，已完成多个先进逻辑客户设备验证，在满足先进逻辑客户性能需求的同时，设 备的薄膜均一性，污染物控制和生产效率均达到世界先进水平。该系列设备已付运到先进逻辑客户端进 行验证，核准推进顺利。 同时，公司还在积极拓展泛半导体市场。其MOCVD(金属有机化合物化学气相沉积)设备在氮化镓基 LED(发光二极管)市场持续领先，并逐步拓展至碳化硅、氮化镓功率器件及 ...

中证报中证网讯（记者 黄一灵）8月28日晚，中微公司发布2025年半年度报告。数据显示，2025年上半 年，中微公司实现营业收入49.61亿元，同比增长43.88%；实现归母净利润7.06亿元，同比增长 36.62%。公司2025年上半年研发投入达14.92亿元，同比增长53.7%，研发投入占营业收入比重超30%。 中微公司新产品开发周期已从过去三年至五年缩短至两年或更短时间，目前公司在研项目覆盖六类设 备。 转自：中国证券报·中证网 中微公司表示，公司的等离子体刻蚀设备已应用在国际一线客户从65纳米至5纳米及其他先进的集成电 路加工制造生产线及先进封装生产线。公司的MOCVD（金属有机化合物化学气相沉积）设备在行业领 先客户的生产线上大规模投入量产。公司近两年新开发的LPCVD（低压化学气相沉积）薄膜设备和 ALD（原子层沉积）薄膜设备，目前已有多款产品进入市场并获得大批量重复性订单。 同时，中微公司将整合产业链上下游和相关资源作为另一发力点，积极考虑投资和并购，推动公司更快 发展。预计未来五年到十年，中微公司将通过自主研发以及携手行业合作伙伴，覆盖集成电路关键领域 超过60%的设备市场。 ...

（文章来源：证券日报） 证券日报网讯 8月28日晚间，中微公司发布公告称，同意提名袁训为公司第三届董事会董事候选人。 ...