禾迈股份(688032.SH)今日盘中一度跌3.15%至97.71元，股价创今年7月1日以来近5个月新低。禾迈股份 公告称，持股5%以上股东港智投资及其一致行动人韩华龙因自身资金需求，计划于2025年12月17日至 2026年3月16日，通过集中竞价和大宗交易方式合计减持不超过372.22万股公司股份，占公司总股本比 例不超过3%。(格隆汇) ...

Core Viewpoint - Multiple companies are announcing share reductions by major shareholders, indicating potential shifts in ownership and investor sentiment in the market [1] Shareholder Reductions - Zhongfu Shenying: Eagle Group plans to reduce its stake by no more than 1% [1] - Luxiao Technology: Actual controller and concerted parties plan to reduce their stake by no more than 3% [1] - Chenxi Aviation: Controlling shareholder intends to reduce its stake by no more than 3% [1] - Zhongchen Co., Ltd.: Controlling shareholder plans to reduce its stake by no more than 3% [1] - HeMai Co.: Shareholders Gangzhi Investment and Han Hualong plan to collectively reduce their stake by no more than 3% [1] - Kaipu Testing: General Manager Li Yaping intends to reduce her stake by no more than 1% [1] - Bide Pharmaceutical: Chairman and General Manager Dai Lan plans to reduce his stake by no more than 148,800 shares [1] - Jinhongshun: Gaode Investment has completed the reduction of 4.1556 million shares [1] - Buke Co.: Controlling shareholder Shanghai Bujin has cumulatively reduced its stake by 0.94% [1] - Andeli: Controlling shareholder has reduced its stake by 0.54% [1] - Hongbai New Materials: Controlling shareholder Hongbai Chemical has reduced 7.1974 million shares [1] - Yongxin Zhicheng: Qian'an Venture Capital has cumulatively reduced its stake by 3.7% [1] Other Notable Events - Fusenmei: Vice General Manager and Board Secretary Zhang Fengshu has been placed under investigation and detention measures [1] - *ST Dongtong: Company stock is suspended and may face delisting [1]

人民财讯11月25日电，禾迈股份(688032)11月25日公告，合计持股8.94%的股东九智汇科(杭州)私募基金 管理有限公司—杭州港智投资合伙企业(有限合伙)(简称"港智投资")及其一致行动人韩华龙计划以集中 竞价和大宗交易的方式合计减持不超过372.22万股公司股票，合计减持比例不超过公司总股本的3%。 ...

证券代码：688032 证券简称：禾迈股份 公告编号：2025-058 杭州禾迈电力电子股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 截至本公告披露日，九智汇科（杭州）私募基金管理有限公司－杭州港智投 资合伙企业（有限合伙）（曾用名：浙大九智（杭州）投资管理有限公司－杭州 港智投资合伙企业（有限合伙），以下简称"港智投资"）及其一致行动人韩华龙 先生合计持有杭州禾迈电力电子股份有限公司（以下简称"公司"）股份 11,090,120 股，占公司总股本 124,073,545 股的 8.94%。其中，港智投资持有 6,355,645 股，占公司总股本的 5.12%，韩华龙持有 4,734,475 股，占公司总股 本的 3.82%。 港智投资持有的股份为公司首次公开发行股票并在上海证券交易所科创板 上市（以下简称"IPO"）前取得的股份及公司实施资本公积转增股本相应增加的 股份，韩华龙持有的股份来源为通过大宗交易的方式受让港 ...

禾迈股份(688032.SH)发布公告，公司于近日收到股东港智投资及其一致行动人韩华龙出具的《减持股 份计划告知函》，因自身资金需求，港智投资及韩华龙计划在减持计划披露之日起15个交易日后的三个 月内，即2025年12月17日至2026年3月16日，以集中竞价和大宗交易的方式合计减持不超过372.22万股 公司股票，合计减持比例不超过公司总股本的3%。 ...

Core Viewpoint - HeMai Co., Ltd. (688032.SH) announced that shareholder Gangzhi Investment and its concerted actor Han Hualong plan to reduce their holdings due to personal funding needs, with a total reduction of up to 3% of the company's total share capital [1] Summary by Sections - **Shareholder Reduction Plan** - Gangzhi Investment and Han Hualong intend to reduce their holdings by a maximum of 3.72 million shares [1] - The reduction will occur within three months from December 17, 2025, to March 16, 2026 [1] - The reduction will be executed through centralized bidding and block trading methods [1]

Core Viewpoint - HeMai Co., Ltd. (688032.SH) announced that its major shareholder, Gangzhi Investment, along with its concerted party Han Hualong, plans to reduce their holdings due to personal funding needs, with a total reduction of up to 3% of the company's total share capital [1] Summary by Relevant Sections - **Shareholder Reduction Plan** - The shareholders plan to reduce a total of 3,722,200 shares from December 17, 2025, to March 16, 2026 [1] - This reduction represents no more than 3% of the company's total share capital [1] - **Source of Shares** - The shares to be reduced are sourced from those acquired before the IPO and from capital reserves that were converted into share capital, as well as shares acquired through block trading [1]

Core Viewpoint - HeMai Co., Ltd. announced that Jiuzhi Huike (Hangzhou) Private Fund Management Co., Ltd. and its concerted actor Han Hualong collectively hold 11.09 million shares, accounting for 8.94% of the total share capital of 124 million shares [1] Summary by Categories Shareholding Structure - Jiuzhi Huike and Han Hualong hold a total of 11.09 million shares, with Jiuzhi Huike holding 6.36 million shares (5.12%) and Han Hualong holding 4.73 million shares (3.82%) [1] Planned Share Reduction - The two parties plan to reduce their holdings by a maximum of 3% (up to 3.72 million shares) between December 17, 2025, and March 16, 2026 [1] - Jiuzhi Huike will limit its concentrated bidding reduction to no more than 1% within any consecutive 30 days, while the block trade reduction will be capped at 2% [1]

格隆汇11月25日丨禾迈股份(688032.SH)公布，公司于近日收到股东港智投资及其一致行动人韩华龙出 具的《减持股份计划告知函》，因自身资金需求，港智投资及韩华龙计划在本减持计划披露之日起15个 交易日后的三个月内，即2025年12月17日至2026年3月16日，以集中竞价和大宗交易的方式合计减持不 超过372.22万股公司股票，合计减持比例不超过公司总股本的3%。其中港智投资已获得中国证券投资 基金业协会备案，符合《上市公司创业投资基金股东减持股份的特别规定》《上海证券交易所上市公司 创业投资基金股东减持股份实施细则（2020年修订）》关于创业投资基金股东的减持规定，在任意连续 30日内通过集中竞价减持股份的总数不超过公司股份总数的1%，在任意连续30日内通过大宗交易减持 股份的总数不超过公司股份总数的2%。 ...

Core Viewpoint - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25, 2025, at the National Convention Center in Beijing, showcasing advancements in the semiconductor industry, particularly in AI chips and advanced manufacturing processes [2][3]. Industry Overview - IC China has been a significant event in the semiconductor industry since 2003, establishing itself as a top-tier industry brand and benchmark [3]. - The expo will focus on the entire integrated circuit industry chain, highlighting the latest technologies, products, and applications, with a theme of "Gathering Strength in Chips, Driving the Future" [4]. Exhibition Details - The expo will feature seven major exhibition areas, including IC design, industry chain, innovative applications, and components, with over 600 exhibitors expected [5]. - Notable companies participating include Yangtze Memory Technologies, Huada Jiutian, and Tongfu Microelectronics, among others [5]. Market Trends - China's semiconductor industry is projected to exceed $180 billion in sales by 2024, with a significant portion of this growth driven by domestic innovation and reduced reliance on imports [6]. - In the first ten months of this year, China's integrated circuit exports reached approximately $161.7 billion, indicating a year-on-year increase of over 23% [6][7]. Growth Projections - The semiconductor industry is expected to experience a dual breakthrough in technology and scale, with a compound annual growth rate (CAGR) of 19.6% in chip design from 2006 to 2025 [13]. - By 2026, the semiconductor industry is anticipated to maintain a CAGR of over 10% [14]. R&D Investments - A-share semiconductor companies are projected to invest over $80 billion in R&D in 2024, with a research intensity exceeding 13% [15]. - The highest growth in revenue from 2021 to 2024 is expected in semiconductor equipment, integrated circuit manufacturing, and discrete devices [15]. Investment Insights - The National Integrated Circuit Industry Investment Fund has significant holdings in 32 companies within the semiconductor industry, with many experiencing substantial increases in financing [17]. - Companies like Shengke Communication and Jiangbolong have seen financing balances increase by over 400% and 350%, respectively, indicating strong investor interest [18]. Stock Performance - Among the 32 companies with National Fund holdings, 12 have seen stock price increases of less than 30% this year, despite significant increases in financing [19]. - Notable companies include Hu Silicon Industry and Tai Ling Microelectronics, with financing balances increasing by over 85% and 187%, respectively [19][20].