Espressif Systems(688018)

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一周文商旅速报(5.12-5.16)
Cai Jing Wang· 2025-05-16 08:04
2025年4月新开业酒店共计314家 曲江文旅控股股东所持5705.11万股公司股份被轮候冻结 5月15日,据融创官微消息,近日,浙江省最大体量旗舰型室内滑雪场项目——杭州热雪奇迹室内滑雪 场正式落地。项目选址于杭州南站新城核心区,总建筑面积约8.4万方,是集专业滑雪训练、冰雪文化 体验都市休闲消费于一体的复合型冰雪综合体。据悉,杭州热雪奇迹由热雪奇迹负责运营管理,以室内 雪场运营为核心,涵盖青少年滑雪培训、大众冰雪运动、专业赛事、会员服务等多元功能。公开信息显 示,热雪奇迹是由融创文旅旗下融创雪世界更名而来。 乐鑫科技拟4.37亿元购买上海陆家嘴集团旗下办公楼项目 近日,乐鑫科技宣布,拟向上海陆家嘴(集团)有限公司购买位于上海市浦东御北路235弄3号3幢的房 产,标的房产建筑面积为1.3万平方米,总价款为4.37亿元。据交易顾问方高力国际透露,乐鑫科技所购 房产为张江科学城"数智天地·智慧云"项目,该项目由6栋高端住宅、3栋甲级科技办公楼组成,于2024 年10月实现竣工验收。通过此次交易,乐鑫科技将其研发总部落地在陆家嘴数智天地·智慧云办公楼T3 幢。 红星美凯龙董事兼总经理车建兴被留置 5月13日晚,美 ...
央行真金白银“输血”增持,A股上市公司回购热潮再升温
Sou Hu Cai Jing· 2025-05-15 07:59
Group 1 - The People's Bank of China has established a stock repurchase and increase loan tool, leading to a significant rise in listed companies' repurchase activities, with a total proposed loan amount exceeding 110 billion yuan by April 2025 [1] - On May 7, 2023, the People's Bank of China announced a combined usage of 500 billion yuan for securities, funds, and insurance company swaps, along with 300 billion yuan for stock repurchase loans, totaling 800 billion yuan, while also reducing the interest rate on structural monetary policy tools by 0.25 percentage points to 1.5% [1] - Industry insiders expect a resurgence in stock repurchase activities among listed companies in the near future [1] Group 2 - In January 2023, 60 listed companies conducted stock repurchases, followed by 48 in February, 61 in March, 54 in April, and 34 so far in May [3] - Palin Bio led the increase in repurchase activities with 55 instances, totaling 187,800 shares and an investment of 3.96 million yuan [3] - Other notable companies include Jerry Shares with 25 repurchase instances totaling 255,300 shares and 8.67 million yuan, and Lexin Technology with 23 instances totaling 137,689 shares and 7.51 million yuan [3] Group 3 - Seven executives from various companies increased their holdings by over 10 million shares, including Wu Mingwu from Shanying International and Zhou Xiaoping from Xingyu Shares [5] - Wu Mingwu increased his holdings by 62,151,200 shares across three transactions, amounting to 109 million yuan [7] - Lin Pusheng from Dazhong Mining increased his holdings by 56,695,300 shares for a total of 194 million yuan [7] Group 4 - ST companies are also actively repurchasing their stocks, including ST Kelly, ST Yifei, ST Saiwei, and *ST Jinshi [9] - ST Kelly's chairman, Yuan Zheng, increased his holdings by 4,365,100 shares, totaling 33.09 million yuan [11] - ST Yifei's executives also participated in repurchases, with Vice President Zhao Laigen and Chairman Wu Xuan increasing their holdings by 75,135 shares and 52,013 shares, respectively [12]
4.37亿!这家芯片龙头企业豪掷重金上海买楼,有何考量?
Cai Jing Wang· 2025-05-14 09:36
事实上,近年来,诸多科技公司纷纷将目光投向房地产市场,通过自建、竞拍或直接购买写字楼等方 式,优化办公环境,提升企业形象,同时谋求固定资产的保值增值,以增强企业综合竞争力。 又一家科技公司阔绰出手,购置房产自用办公。 近日,乐鑫科技宣布,拟向上海陆家嘴(集团)有限公司购买位于上海市浦东御北路235弄3号3幢的房 产,标的房产建筑面积为1.3万平方米,总价款为4.37亿元。 "公司拟购买房产用于研发及办公,同时购置先进的软硬件设施,可实现研发中心优化升级,助力公司 持续深入开展研发活动,同时有助于提升品牌形象,吸引和留住优秀技术人才。购置标的房产将实现公 司集约化、系统化运营与管理,从而提高公司整体经营效益。"乐鑫科技表示。 与此同时,据交易顾问方高力国际透露,乐鑫科技所购房产为张江科学城"数智天地·智慧云"项目,该 项目由6栋高端住宅、3栋甲级科技办公楼组成,于2024年10月实现竣工验收。通过此次交易,乐鑫科技 将其研发总部落地在陆家嘴数智天地·智慧云办公楼T3幢。 不仅如此,在2024年6月,芯片企业峰岹科技全资孙公司"峰岧半导体"拟1.3亿元向上海朗锨购买位于上 海市长宁区临虹路280弄5号的房产,用于 ...
半导体投资策略:聚焦AI+国产化,半导体设备/材料/零部件国产化提速(附124页PPT)
材料汇· 2025-05-11 15:07
点击 最 下方 " 推荐"、"赞 "及" 分享 ","关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 半导体设备:加速追赶,锋芒渐展 根据SEMI 数据预计2025 年全球半导体设备市场将达1210 亿美元,中国大陆扩产动能较强,引领全球半导体设备市场,全球半导体晶圆制造产能预计2025 年增长 7%,达每月产能3370 万片(8 英寸当量), 中国大陆保持两位数产能增长,2025年增至1010 万(wpm) 。当前国内高端设备仍依赖进口,在国内政策利好及外部 制裁刺激下,国产厂商正加速追赶,逐步渗透高端设备领域。选取部分设备公司,25Q1 营业总收入合计达169.7 亿元,同比增长35.7%,归母净利润合计达到24.9 亿元,同比增长34.8%。回顾国产核心半导体设备公司2019-2024 年业绩发展,2019 年14 家公司合计营收138.1 亿元,2024 年增长至683.5 亿元,CAGR 达37.7%, 国产设备公司不断完善产品品类,国产化率持续提升。 半导体材料:国产厂商平台化布局,做大做强 2024 年全球晶圆制造材料和封装材料的销售额分别为429 亿美元和246 亿美元,受益于先进 ...
5月9日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-09 10:22
Group 1 - Yitong Century won a bid for a communication engineering construction service project from China Mobile, with a total bid amount of 228 million yuan (including tax) [1] - Zhiyuan New Energy plans to repurchase shares worth between 33 million and 66 million yuan, with a maximum repurchase price of 22.00 yuan per share [1] - GAC Group reported April automobile sales of 116,400 units, a year-on-year decrease of 12.66% [2] - JAC Motors reported April automobile sales of 30,764 units, a year-on-year decrease of 3.55% [3] Group 2 - Fosun Pharma's subsidiary received FDA approval for a clinical trial of a live biotherapeutic product aimed at treating androgenetic alopecia [4] - Liangxin Co. obtained multiple patent certificates, including 2 invention patents and 32 utility model patents [5] - Sainuo Medical's two products received medical device registration certificates in Mexico and Ecuador [5] - Huayu Pharmaceutical's two products received marketing approvals in France and Spain [6] Group 3 - Shengnong Development reported April sales revenue of 1.533 billion yuan, a year-on-year increase of 0.68% [6] - Hasi Lian's potassium chloride and sodium chloride injection passed the consistency evaluation [7] - Shapuaisi received approval for a supplemental application for levofloxacin eye drops [9] - Tianyu Biological reported April sales revenue of 59.32 million yuan from pig sales [10] Group 4 - *ST Weihai was pre-awarded a project worth 108 million yuan [12] - Luoniushan reported April sales revenue of 125 million yuan from pig sales, a year-on-year increase of 12.72% [13] - Minhe Co. reported April sales revenue of 68.30 million yuan from chick sales, a year-on-year increase of 0.51% [14] Group 5 - Double Ring Technology's application for a specific stock issuance was approved by the Shenzhen Stock Exchange [15] - Hualu Hengsheng plans to repurchase shares worth between 200 million and 300 million yuan [16] - Baolong Technology plans to repurchase shares worth between 100 million and 200 million yuan [17] Group 6 - Huasheng Technology's subsidiary plans to sell shares of a company for 200 million yuan [24] - *ST Gengxing's controlling shareholder plans to increase holdings worth between 30 million and 60 million yuan [25] - Ruihuatai's shareholder plans to reduce holdings by up to 1% of the company's shares [26] Group 7 - Foton Motor reported April commercial vehicle sales of 54,816 units, a year-on-year increase of 21.63% [20] - China Merchants Bank plans to invest 15 billion yuan to establish a financial asset investment company [22] - Jinchengxin plans to invest approximately 231 million USD in the Alacran copper-gold-silver mine project [23] Group 8 - Zhongji United's controlling shareholder plans to reduce holdings by up to 2% of the company's shares [30] - Ningbo Huaxiang signed a strategic cooperation agreement to strengthen collaboration in various areas [31] - SMIC reported a net profit of 1.356 billion yuan for Q1 2025, a year-on-year increase of 166.5% [32] Group 9 - FAW Fuwi received a project notification to develop seat products for a luxury brand, with a total sales amount expected to be 1.39 billion yuan [33] - Huakang Clean won a bid for a purification project worth 64.425 million yuan [34] - Lihua Co. reported April sales revenue of 1.125 billion yuan from chicken sales [35]
乐鑫科技控股股东等拟减持 2019上市募12.5亿正拟定增
Zhong Guo Jing Ji Wang· 2025-05-09 03:28
Group 1 - The company Lexin Technology (688018.SH) announced a share reduction plan by its major shareholder and senior management [1] - Lexin Hong Kong plans to reduce its holdings by up to 1,350,000 shares, representing approximately 1.2032% of the total share capital [1] - Senior executive Shao Jingbo intends to reduce his holdings by up to 6,029 shares, accounting for about 0.0054% of the total share capital [1] Group 2 - As of the announcement date, Lexin Hong Kong holds 45,016,142 shares, which is 40.1212% of Lexin Technology's total share capital [1] - Shao Jingbo holds 24,118 shares, representing 0.0215% of the total share capital [1] - The share reduction will occur within three months starting from June 2, 2025, to September 1, 2025 [1] Group 3 - Lexin Technology's 2024 annual report indicates that Lexin Hong Kong is the controlling shareholder [2] - The company plans to raise up to RMB 177,787.67 million through a specific issuance of A-shares, with net proceeds intended for various R&D projects and working capital [2] - The total number of shares to be issued in this specific offering will not exceed 11,220,043 shares, which is 10% of the pre-issue share capital [2] Group 4 - Lexin Technology's initial public offering raised a total of RMB 125,200.00 million, with a net amount of RMB 113,165.22 million after deducting issuance costs [3] - The company originally planned to raise RMB 101,140.93 million for various technology and R&D projects [3] - The actual issuance costs totaled RMB 12,034.78 million, including underwriting fees of RMB 10,794.42 million [3]
晚间公告丨5月8日这些公告有看头
第一财经· 2025-05-08 12:03
华神科技:子公司拟2亿元出售参股公司股权 华神科技(000790)公告,子公司星瑞药业拟将持有的上海凌凯科技股份有限公司(简称"上海凌凯") 5.4019%股份以2亿元转让给陆茜,本次交易完成后,星瑞药业不再持有上海凌凯股份。 招商银行:拟出资150亿元全资发起设立金融资产投资公司 招商银行(600036)公告,公司拟出资150亿元,全资发起设立金融资产投资公司。本次设立的金融资 产投资公司初始注册资本为人民币150亿元,由公司作为投资主体根据《金融资产投资公司管理办法 (试行)》,使用自有资金直接投资设立。成功设立后,本次设立的金融资产投资公司将成为公司全 资一级子公司,具体业务范围以金融监督管理机构批复为准。本次设立金融资产投资公司符合公司业 务发展需要,有助于丰富公司综合化经营牌照,完善投商行一体化经营,提升服务实体经济能力。本 次投资不会对公司的财务状况或经营成果产生重大影响。 2025.05. 08 5月8日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者 参考。 【品大事】 金诚信:拟投资约2.31亿美元建设Alacran铜金银矿项目 金诚信(603979)公告,鉴 ...
晚间公告丨5月8日这些公告有看头
Di Yi Cai Jing· 2025-05-08 10:35
Investment Announcements - Jincheng intends to invest approximately $231 million in the Alacran copper-gold-silver mine project, following the acquisition of a 5% stake in CMH Colombia S.A.S., which will allow it to hold a 55% stake and control the project development [3] - Huasheng Technology's subsidiary plans to sell a 5.4019% stake in Shanghai Lingkai Technology Co., Ltd. for 200 million yuan, resulting in the subsidiary no longer holding shares in the company [4] - China Merchants Bank plans to invest 15 billion yuan to establish a wholly-owned financial asset investment company, which will enhance its integrated operations and service capabilities [5] Performance Reports - Huahong's Q1 revenue reached 3.913 billion yuan, a year-on-year increase of 18.66%, while net profit dropped by 89.73% to 22.76 million yuan, indicating challenges in the semiconductor industry due to international and policy changes [7] - King Long Automobile reported a production of 4,361 buses in April, a decrease of 5.79% year-on-year, with sales of 3,611 buses, down 3.91% [8] - Zhengbang Technology's April pig sales reached 609,800 heads, with revenue of 738 million yuan, showing a significant year-on-year increase of 174.29% [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [11] - *ST Aonong reported a pig sales volume of 132,800 heads in April, a year-on-year decrease of 14.42% [12] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [14] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future performance [15] - Dongfang Tower won a procurement project from the State Grid worth about 100 million yuan, accounting for 2.39% of its 2024 revenue [16] - Jiaojian Co. won a construction project worth approximately 704 million yuan, with a project duration of 870 days, representing 8.43% of its 2024 revenue [17] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [19] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [20] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [22] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth between 50 million and 70 million yuan, with a maximum repurchase price of 10.07 yuan per share [24]
乐鑫科技(688018) - 乐鑫科技股东及高级管理人员减持股份计划公告
2025-05-08 10:02
重要内容提示: 乐鑫香港本次拟通过集中竞价或大宗交易方式减持所持有的公司股份 为不超过 1,350,000 股,约占公司目前总股本的 1.2032%,邵静博本次 拟通过集中竞价方式减持所持有的公司股份分别为不超过 6,029 股,约 占公司目前总股本的 0.0054%。本次减持将于本公告日起十五个交易日 后的三个月内进行,期间为 2025 年 6 月 2 日至 2025 年 9 月 1 日。若 在减持计划实施期间公司发生送股、资本公积转增股本、配股等股份 变更事项的,将根据相关规定对拟减持数量进行相应调整。 1 大股东及高级管理人员持有股份的基本情况 截至本公告日,乐鑫(香港)投资有限公司(以下简称"乐鑫香港") 持有乐鑫信息科技(上海)股份有限公司(以下简称"乐鑫科技"或"公 司")45,016,142 股,占公司总股本的比例为 40.1212%;高级管理人员 邵静博女士持有公司 24,118 股,占公司总股本的比例为 0.0215%。乐 鑫香港持有股份为其在公司首次公开发行前取得及以资本公积金转增 股本方式取得的股份,邵静博女士持有的股份为其通过股权激励取得、 集中竞价交易及以资本公积金转增股本方式取得的 ...
乐鑫科技(688018) - 乐鑫科技2021年、2022年、2023年、2023年第二期限制性股票激励计划部分归属结果公告
2025-05-08 10:02
证券代码:688018 证券简称:乐鑫科技 公告编号:2025-042 乐鑫信息科技(上海)股份有限公司 2021 年、2022 年、2023 年、2023 年第二期限制性股 票激励计划部分归属结果公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 本次归属股票数量为 1,011,637 股,来源于公司从二级市场回购的公司 A 股 普通股股票,由回购专用证券账户过户登记。 其中,2021 年限制性股票激励计划首次授予部分第四个归属期第一次归属 272,672 股;2022 年限制性股票激励计划首次授予部分第三个归属期第一次归属 387,165 股;2023 年限制性股票激励计划首次授予部分第二个归属期 43,160 股; 2023 年第二期限制性股票激励计划第二个归属期 308,640 股。 一、限制性股票归属的决策程序及相关信息披露情况 1. 2021 年限制性股票归属的决策程序及相关信息披露情况 (1)2021 年 2 月 25 日,公司召开第一届董事会第二十三次会议,会议审 议通过了《关于公司<20 ...