| 证券代码：688019 | 证券简称：安集科技 | 公告编号：2025-067 | | --- | --- | --- | | 债券代码：118054 | 债券简称：安集转债 | | 安集微电子科技（上海）股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 安集微电子科技（上海）股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了 解公司 2025 年第三季报经营成果、财务状况，公司计划于 2025 年 12 月 1 日（星 期一）11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进 行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 ...

安集科技公告称，本次控股股东AnjiMicroelectronicsCo.Ltd.权益变动，主要系公司实施限制性股票激励 计划、差异化权益分派及该股东大宗交易减持"安集转债"所致，不触及要约收购。2023年6月27日至公 告日，其合计持有公司权益比例从31.01%降至30.00%，目前持有51,754,217股公司股票，96,262,000元 人民币面值"安集转债"。本次变动不会导致公司控股股东变化。 ...

南财智讯11月19日电，安集科技公告，Anji Microelectronics Co.Ltd.因公司实施限制性股票激励计划导 致权益比例被动稀释，以及通过大宗交易减持"安集转债"，合计持有公司权益比例从31.01%减少至 30.00%。截至2025年11月18日，Anji Microelectronics Co.Ltd.持有公司股份51,754,217股，并持有 96,262,000元面值的"安集转债"。本次权益变动后，其合计持股比例降至30.00%，且不存在股份权利限 制情况。 ...

股票简称：安集科技 股票代码：688019 债券简称：安集转债 债券代码：118054 安集微电子科技（上海）股份有限公司 2025 年第一次临时股东大会会议资料 安集微电子科技（上海）股份有限公司 2025 年第一次临时股东大会会议资料 2025 年第一次临时股东大会会议须知 2025 年 11 月 25 日 1 | 关于取消监事会、修订《公司章程》并办理工商变更登记的议案 7 | | --- | | 关于制定及修订部分治理制度的议案 8 | 安集微电子科技（上海）股份有限公司 2025 年第一次临时股东大会会议资料 安集微电子科技（上海）股份有限公司 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》（以下简称"公司法"）、《中华人民共和国证券法》（以下 简称"证券法"）以及《安集微电子科技（上海）股份有限公司章程》（以下简称"公司章程"） 《安集微电子科技（上海）股份有限公司股东大会议事规则》等相关规定，特制定 2025 年第 一次临时股东大会会议须知： 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 ...

Group 1 - The core point of the article highlights the performance of the Zhongzheng 1000 Enhanced ETF (561590), which opened at 1.327 yuan and experienced a slight decline of 0.23% [1] - The major holdings of the ETF include stocks such as Jucheng Co., which fell by 0.90%, and Jingwei Hengrun, which dropped by 1.05%, while Daikin Heavy Industries saw an increase of 0.87% [1] - The ETF's performance benchmark is the Zhongzheng 1000 Index return, managed by Huatai-PB Fund Management Co., with a return of 33.02% since its establishment on November 23, 2022, and a 2.02% return over the past month [1]

Group 1 - The core focus of broker research in November has been on Chinese companies expanding overseas, with a total of 1990 research sessions conducted covering 398 A-share listed companies [1] - The most frequently researched stock this month is Trina Solar, which has been surveyed 39 times, followed by Luxshare Precision and Anji Technology, each with 36 surveys [1] - The industrial machinery and electronic components sectors have seen the highest interest, with 37 and 28 companies respectively being researched [1] Group 2 - Among the 398 stocks, 220 have seen price increases, with the highest increase being 189.46% for Huasheng Lithium Battery [1] - In terms of broker participation, CITIC Securities led with 102 research sessions, followed by Guotai Junan and Changjiang Securities with 99 and 77 sessions respectively [2] - The overseas expansion of Chinese companies has been a key topic during broker inquiries, with Trina Solar reporting significant growth in orders from high-margin markets like the US and Europe [2] Group 3 - The trend of Chinese companies going global is expected to significantly enhance their profit growth potential, as indicated by the performance of some representative companies exceeding market expectations [3] - The active research by brokers not only aids in value discovery and risk warning but also helps in understanding the cross-border financial needs of Chinese companies [3]

Core Viewpoint - The article highlights the ongoing enthusiasm of institutions for conducting research on listed companies, with a focus on investment opportunities in the technology sector, particularly around AI applications and the mechanical industry by 2026 [3][4][7]. Group 1: Institutional Research Activity - As of November 14, nearly 770 companies have received institutional research since the beginning of November, with Luxshare Precision being the most favored by institutions, receiving 222 institutional visits [4][5]. - Other companies with significant institutional attention include BeiGene-U, Huichuan Technology, Anji Technology, and Tongyu Communication, each receiving over 100 institutional visits [4][6]. Group 2: Sector Focus and Investment Opportunities - The electronic and mechanical equipment sectors are the primary focus for institutional research, with 92 companies in the electronic sector and 60 in mechanical equipment receiving attention [7][8]. - Institutions predict that AI application deployment will be the main theme for technology investments in 2026, with a focus on companies benefiting from domestic AI applications and computing power construction [7][8]. Group 3: Performance of Research Targets - More than half of the companies that institutions have researched since November have achieved positive returns, with Huasheng Lithium Battery experiencing a nearly 190% increase in stock price since the beginning of the month [5]. - Tonghui Electronics, a company listed on the Beijing Stock Exchange, has also gained significant attention, receiving 48 institutional visits, focusing on maintaining revenue and profit growth [6]. Group 4: Future Investment Strategies - The mechanical industry is expected to experience structural prosperity, with recommendations to focus on emerging industries such as humanoid robots, solid-state battery equipment, and controllable nuclear fusion [8]. - Investment strategies should also consider sectors benefiting from interest rate cuts and manufacturing capacity transfers, such as engineering machinery and oil service equipment, which generally have lower valuations and higher performance growth [8].

Market Overview - The electronic chemicals sector experienced a decline of 2.02% on November 14, with Siquan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable performers in the electronic chemicals sector included: - Guanghua Technology (002741) with a closing price of 23.17, up 2.39% [1] - Anji Technology (688019) closed at 202.50, up 0.70% [1] - Siquan New Materials (301489) led the decline with a closing price of 176.27, down 7.23% [2] - The sector saw significant trading volumes, with Guanghua Technology recording a volume of 41.10 million shares [1] Capital Flow - The electronic chemicals sector experienced a net outflow of 8.79 billion yuan from institutional investors, while retail investors saw a net inflow of 6.56 billion yuan [2] - The capital flow for specific stocks showed: - Guanghua Technology had a net inflow of 93.31 million yuan from institutional investors [3] - Siquan New Materials had a significant net outflow of 8.58 billion yuan [2][3]

Core Viewpoint - Anji Technology has shown significant stock performance with a year-to-date increase of 90.22%, indicating strong market interest and potential growth in the semiconductor materials sector [1][2]. Financial Performance - For the period from January to September 2025, Anji Technology reported a revenue of 1.812 billion yuan, representing a year-on-year growth of 38.09% [2]. - The net profit attributable to shareholders for the same period was 608 million yuan, reflecting a year-on-year increase of 54.96% [2]. Stock Market Activity - As of November 11, Anji Technology's stock price was 203.30 yuan per share, with a market capitalization of 34.267 billion yuan [1]. - The stock experienced a trading volume of 83.8253 million yuan, with a turnover rate of 0.25% [1]. - Over the last five trading days, the stock price increased by 5.66%, while it decreased by 0.25% over the last 20 days and increased by 38.77% over the last 60 days [1]. Shareholder Information - As of September 30, the number of shareholders increased to 16,800, a rise of 48.24% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 32.30% to 10,037 shares [2]. Dividend Distribution - Anji Technology has distributed a total of 178 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 18.796 million shares, an increase of 6.0729 million shares from the previous period [3]. - The fourth-largest shareholder, Harvest SSE STAR Chip ETF, reduced its holdings by 120,300 shares to 2.666 million shares [3]. - New institutional investors include the Guotai CSI Semiconductor Materials and Equipment Theme ETF, holding 1.219 million shares [3].

Core Insights - In the past five trading days, a total of 293 companies were investigated by institutions, with notable interest in companies like BeiGene, Anji Technology, and Zhongchuang Zhiling, which attracted multiple institutional inquiries [1] - Among the companies investigated, 71 received attention from over 20 institutions, with BeiGene being the most scrutinized, having 203 participating institutions [1][2] - The data indicates that 23 of the companies with significant institutional interest experienced net capital inflows, with Cambridge Technology seeing the highest net inflow of 1.359 billion yuan [1] Group 1: Institutional Research Activity - A total of 293 companies were investigated by institutions in the last five trading days [1] - Securities companies participated in 88.40% of the investigations, while fund companies and private equity firms followed with 197 and 121 companies respectively [1] - The most investigated companies included BeiGene (203 institutions), Anji Technology (174 institutions), and Zhongchuang Zhiling (105 institutions) [1][2] Group 2: Market Performance of Investigated Stocks - Out of the stocks investigated, 33 saw price increases, with Huasheng Lithium Battery leading with a 97.12% increase, followed by World (36.11%) and Dazhong Mining (20.72%) [2] - Conversely, 37 stocks experienced declines, with Jiehuate, Obi Zhongguang-UW, and Perfect World showing the largest drops of 15.82%, 11.70%, and 11.69% respectively [2] - The table of investigated stocks shows various performance metrics, including the number of institutional inquiries and price changes [2][3]