从中证建行科技创新领先（长三角）指数持仓样本的行业来看，信息技术占比49.54%、工业占比 19.37%、可选消费占比11.20%、医药卫生占比9.09%、原材料占比7.48%、通信服务占比2.53%、主要消 费占比0.79%。 据了解，中证建行科技创新领先（长三角）指数由中国建设银行定制，从长三角地区科技创新主题上市 公司中，选取50只科技创新能力较强、成长性较好的代表性上市公司证券作为指数样本，反映长三角地 区科技创新主题上市公司证券的整体表现。该指数以2019年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证建行科技创新领先（长三角）指数十大权重分别为：韦尔股份（10.18%）、澜 起科技（8.07%）、中微公司（7.03%）、江淮汽车（6.32%）、华友钴业（4.42%）、思源电气 （4.23%）、沪电股份（3.79%）、恒生电子（3.67%）、新和成（3.18%）、拓普集团（3.15%）。 从中证建行科技创新领先（长三角）指数持仓的市场板块来看，上海证券交易所占比72.84%、深圳证 券交易所占比27.16%。 金融界5月21日消息，上证指数上涨0.21%，中证建行科技创新领先（长 ...

Core Viewpoint - The China Securities Automotive Semiconductor Industry Index has shown a mixed performance, with a slight increase year-to-date but declines over the past month and three months, indicating volatility in the automotive semiconductor sector [1][2]. Group 1: Index Performance - The Shanghai Composite Index rose by 0.21%, while the China Securities Automotive Semiconductor Industry Index reported a value of 2879.52 points [1]. - Over the past month, the index has decreased by 1.53%, and over the last three months, it has declined by 9.90%. However, it has increased by 3.42% year-to-date [1]. Group 2: Index Composition - The index comprises no more than 50 listed companies that provide semiconductor materials, equipment, and products in the fields of automotive electrification and intelligence [1]. - The index is based on a reference date of December 30, 2016, with a base value of 1000.0 points [1]. Group 3: Top Holdings - The top ten weighted companies in the index are: - Zhaoyi Innovation (6.95%) - Weir Shares (6.51%) - Northern Huachuang (5.26%) - Sanan Optoelectronics (4.52%) - Unisoc (4.45%) - Changdian Technology (4.2%) - Zhongwei Company (4.04%) - Rockchip (3.2%) - Chipone (3.18%) - Wingtech Technology (3.06%) [1]. Group 4: Market Distribution - The index's holdings are primarily listed on the Shanghai Stock Exchange, accounting for 75.59%, while the Shenzhen Stock Exchange represents 24.41% [1]. Group 5: Industry Breakdown - The industry composition of the index includes: - Integrated Circuits: 60.20% - Semiconductor Materials and Equipment: 23.37% - Discrete Devices: 7.65% - Optical and Optoelectronic: 4.52% - Electronic Terminals and Components: 3.06% - Transportation Equipment: 1.20% [2]. Group 6: Sample Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Core Viewpoint - The semiconductor industry index in China has shown mixed performance, with a slight increase recently but a decline over the past month and three months, indicating potential volatility in the sector [1][2]. Group 1: Index Performance - The Shanghai Composite Index rose by 0.38%, while the China Semiconductor Industry Index increased by 0.45%, closing at 8565.3 points with a trading volume of 25.338 billion yuan [1]. - Over the past month, the China Semiconductor Industry Index has decreased by 1.63%, and over the last three months, it has fallen by 6.31%. Year-to-date, it has risen by 1.57% [1]. Group 2: Index Composition - The China Semiconductor Industry Index tracks the overall performance of publicly listed companies in the semiconductor sector, covering areas such as materials, equipment, design, manufacturing, packaging, and testing [1]. - The index's top ten holdings include: SMIC (9.2%), Cambricon (7.64%), Northern Huachuang (7.52%), Haiguang Information (7.03%), Weir Shares (6.1%), Lattice Technology (4.86%), Zhaoyi Innovation (4.56%), Zhongwei Company (4.22%), Changdian Technology (2.6%), and Sanan Optoelectronics (2.41%) [1]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (77.35%) and the Shenzhen Stock Exchange (22.65%) [1]. Group 3: Industry Breakdown - Within the index's sample holdings, integrated circuits account for 70.29%, semiconductor materials and equipment for 21.03%, discrete devices for 4.09%, optoelectronics for 2.41%, and electronic terminals and components for 2.18% [2]. Group 4: Related Funds - Public funds tracking the China Semiconductor Index include: Guotai CES Semiconductor Industry ETF Link A, Guotai CES Semiconductor Industry ETF Link C, Huaan CES Semiconductor Industry A, Huaan CES Semiconductor Industry C, Western Gain CES Semiconductor Industry Index Enhanced A, Western Gain CES Semiconductor Industry Index Enhanced C, and Guotai CES Semiconductor ETF [2].

证券代码：688012 证券简称：中微公司 中微半导体设备（上海）股份有限公司 2024 年年度股东大会会议资料 2025 年 5 月 中微半导体设备（上海）股份有限公司 2024 年年度股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东大会规则》以及《中微半导体设备（上海）股份有限公司章程》、 《中微半导体设备（上海）股份有限公司股东大会议事规则》等相关规定，特制 定 2024 年年度股东大会会议须知： 一、为保证本次大会的严肃性和正常秩序，切实维护与会股东（或股东代理 人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、高级 管理人员、见证律师及董事会邀请的人员外，公司有权依法拒绝其他无关人员进 入会场。 二、出席会议的股东及股东代理人须在会议召开前 20 分钟到会议现场办理 签到手续，并请按规定出示证券账户卡、身份证明文件或法人单位证明、授权委 托书等，经验证后领取会议资料，方可出席会议。 会议开始后，由会议主持人宣布现场出席会议的股东人数及其所持有表决权 的股份总数 ...

证券代码：688012 证券简称：中微公司 公告编号：2025-030 中微半导体设备（上海）股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制性股票 激励计划首次授予激励对象名单的 董事会薪酬与考核委员会根据《管理办法》《激励计划（草案）》的规定， 对公司 2025 年限制性股票激励计划首次授予拟激励对象名单进行了核查，并发 表核查意见如下： 1、列入本次激励计划激励对象名单的人员具备《中华人民共和国公司法》 （以下简称"《公司法》"）、《中微半导体设备（上海）股份有限公司章程》 等法律、法规和规范性文件规定的任职资格。 一、公示情况 1、公司于 2025 年 4 月 18 日在上海证券交易所网站（www.sse.com.cn）上 披露了《2025 年限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"）及其摘要、《2025 年限制性股票激励计划实施考核管理办法》 《2025 年限制性股票激励计划激励对象名单》等文件。 2、公司于 2025 年 5 月 8 日至 2025 年 5 月 18 日在公司内部对本次拟激励 对象名单进行了公示，公示期已满 10 天。在公示期限内，公司员工若有 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 上交所修订并发布《上海证券交易所科创板上市公司自律监管指引第1号——规范运作（2025年5月修 订）》，自发布之日起施行。该修订进一步规范科创板上市公司的运作行为，强化信息披露要求，优化 公司治理结构，提升市场透明度和合规性。 证监会发布《上市公司募集资金监管规则》，明确要求科创板上市公司募集资金应坚持专款专用，优先 用于主营业务，禁止用于永久补充流动资金或偿还银行借款。规则强调对擅自改变募集资金用途及使用 进度缓慢等行为从严监管，并要求上市公司及时披露募投项目延期情况，确保资金使用透明合规。 科创板政策及行业动态一览： l 科创板政策与行业动向： 证监会发布的《上市公司募集资金监管规则》对科创板市场影响深远，其明确要求科创板公司募集资金 必须专款专用、优先投入主营业务，严格禁止用于永久补流或偿贷，并强化对资金挪用、进度滞后等行 为的监管力度，同时要求及时披露募投项目延期信息。 这一政策直接针对科创板企业普遍存在的研发周期长、资金需求大等特点，通过限制资金用途并提升透 明度，既防止了企业通过"伪科创"概念套现或转移资金，又倒逼企业聚焦核心技术攻关和实体项目落 ...

从中证国企ESG 50指数持仓的市场板块来看，上海证券交易所占比83.61%、深圳证券交易所占比 16.39%。 从中证国企ESG 50指数持仓样本的行业来看，金融占比23.28%、主要消费占比19.57%、工业占比 16.24%、公用事业占比16.15%、信息技术占比9.71%、通信服务占比5.82%、可选消费占比4.96%、原材 料占比2.53%、房地产占比0.88%、能源占比0.85%。 金融界5月19日消息，A股三大指数收盘涨跌不一，中证国企ESG 50指数 (国企ESG 50，931987)报 1316.50点。 数据统计显示，中证国企ESG 50指数近一个月上涨0.99%，近三个月上涨0.77%，年至今下跌0.77%。 据了解，中证国企ESG 50指数从国有企业或国有资本参股且无实际控制人的上市公司证券中，选取中 证ESG评价得分较高的50只上市公司证券作为指数样本，以反映国企ESG领域表现较好的上市公司证券 的整体表现。该指数以2017年06月30日为基日，以1000.0点为基点。 从指数持仓来看，中证国企ESG 50指数十大权重分别为：招商银行（11.71%）、贵州茅台 （10.59%）、长江 ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - In Q1 2025, the company achieved revenue of 2.2 billion yuan, a year-on-year increase of 35%, but a quarter-on-quarter decrease of 39%. The net profit attributable to the parent company was 300 million yuan, up 26% year-on-year but down 55% quarter-on-quarter. The non-recurring net profit was also 300 million yuan, reflecting a 13% year-on-year increase but a 48% quarter-on-quarter decrease [4][5] - For the year 2024, the company is projected to achieve revenue of 9.1 billion yuan, a year-on-year increase of 45%, with a net profit of 1.6 billion yuan, down 10% year-on-year, and a non-recurring net profit of 1.4 billion yuan, up 17% year-on-year [4][5] - The company invested 2.5 billion yuan in R&D in 2024, a 94% increase year-on-year, with an R&D expense ratio of 16%. The company is developing over twenty new devices, significantly accelerating the development timeline from 3-5 years to 2 years or less. This high R&D investment has resulted in substantial new order growth, as evidenced by a 162% year-on-year increase in contract liabilities to 3.1 billion yuan [5] Financial Summary - The company’s projected financials for 2025-2027 include net profits of 2.48 billion yuan, 3.41 billion yuan, and 4.29 billion yuan, respectively, with corresponding EPS of 3.96 yuan, 5.46 yuan, and 6.87 yuan. The price-to-earnings ratios (PE) are expected to be 45x, 33x, and 26x, respectively [6][8] - The company’s revenue is expected to grow from 9.07 billion yuan in 2024 to 12.12 billion yuan in 2025, reflecting a year-on-year growth rate of 33.7%. The gross margin is projected to improve from 41.1% in 2024 to 43.5% in 2025 [8]

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - In Q1 2025, the company achieved revenue of 2.2 billion yuan, a year-on-year increase of 35%, but a quarter-on-quarter decrease of 39%. The net profit attributable to the parent company was 300 million yuan, up 26% year-on-year but down 55% quarter-on-quarter. The non-recurring net profit was also 300 million yuan, reflecting a 13% year-on-year increase but a 48% quarter-on-quarter decrease [4][5] - For the year 2024, the company is projected to achieve revenue of 9.1 billion yuan, a year-on-year increase of 45%, with a net profit of 1.6 billion yuan, down 10% year-on-year, and a non-recurring net profit of 1.4 billion yuan, up 17% year-on-year [4][5] - The company invested 2.5 billion yuan in R&D in 2024, a 94% increase year-on-year, with an R&D expense ratio of 16%. The company is developing over 20 new devices, significantly accelerating the development timeline from 3-5 years to 2 years or less. This high R&D investment has led to increased product breakthroughs and new order growth [5] - The company's contract liabilities surged to 3.1 billion yuan in Q1, a year-on-year increase of 162%, indicating a strong order backlog [5] Financial Summary - The company’s projected financials for 2025-2027 include net profits of 2.48 billion, 3.41 billion, and 4.29 billion yuan respectively, with corresponding EPS of 3.96, 5.46, and 6.87 yuan. The price-to-earnings ratios (PE) are expected to be 45x, 33x, and 26x respectively [6] - Key financial metrics for 2024A to 2027E include: - Revenue growth rates of 44.7%, 33.7%, 28.9%, and 18.2% respectively - Net profit growth rates of -9.5%, 53.2%, 37.9%, and 25.8% respectively - Gross margin expected to improve from 41.1% in 2024 to 44.6% in 2027 [8]

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets was 307 million yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 512 million yuan [2] - A total of 245 stocks saw net inflows, while 341 stocks experienced net outflows [2] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 354 stocks rose and 222 stocks fell today [2] - Newly listed stock C Hanbang closed with a significant increase of 102.46% and a turnover rate of 75.65% [3] Fund Flow Analysis - Among the stocks with net inflows, C Hanbang led with a net inflow of 210 million yuan, followed by Aifute and Hotgen with net inflows of approximately 57.61 million yuan and 47.27 million yuan, respectively [3] - The stock with the highest net outflow was Haiguang Information, which saw a net outflow of 176 million yuan and a decline of 2.43% [2][3] - A total of 49 stocks had continuous net inflows for more than three trading days, with Rui Lian New Materials and Li Yang Chip leading with 10 consecutive days of inflow [3] Key Stocks with Fund Inflows - The top stocks by net inflow include: - C Hanbang: 210.20 million yuan, 34.52% inflow rate, 102.46% increase, 75.65% turnover [3] - Aifute: 57.61 million yuan, 7.81% inflow rate, 1.13% increase, 5.01% turnover [3] - Hotgen: 47.27 million yuan, 7.29% inflow rate, 12.09% increase, 6.60% turnover [3] Key Stocks with Fund Outflows - The stocks with the highest net outflows include: - Haiguang Information: 176 million yuan outflow, 2.43% decrease [2] - Hanwujing: 168 million yuan outflow [2] - Zhongwei Company: 72.16 million yuan outflow [2]