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中证1000信息技术指数报9130.36点,前十大权重包含欧菲光等
Jin Rong Jie· 2025-07-11 08:37
金融界7月11日消息,上证指数高开震荡,中证1000信息技术指数 (1000信息,H30446)报9130.36点。 据了解,中证1000指数行业指数系列从每个行业内选取流动性和市场代表性较好的证券作为指数样本, 形成10条中证1000行业指数,为投资者提供更多样化的投资标的。该指数以2004年12月31日为基日,以 1000.0点为基点。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理,参照计算与维护细则处理。当中证1000指数调整样本时,中证1000行业 指数样本随之进行相应调整。在样本有特殊事件发生,导致其行业归属发生变更时,将对中证1000行业 指数样本进行相应调整。 从中证1000信息技术指数持仓的市场板块来看,深圳证券交易所占比57.12%、上海证券交易所占比 42.88%。 数据统计显示,中证1000信息技术指数近一个月上涨6.25%,近三个月上涨11.71%,年至今上涨 7.69%。 从中证1000信息技术指数持仓样本的行业来看, ...
“并购热潮”来袭,券商掘金并购业务!前三名业务量遥遥领先
券商中国· 2025-07-11 06:59
值得一提的是,上半年的重大并购重组项目对于交易规模的影响巨大。例如,今年6月,国内算力产业最大吸 并案——海光信息(688041.SH)换股吸收合并中科曙光(603019.SH)预案公布,最终交易规模高达1159.69 亿元,中信证券与中邮证券分别为两家公司的独立财务顾问。 数据来源:Wind(首次披露日口径,数据统计区间为2025年1月1日至7月10日) 近两年,在政策的不断优化下,资本市场"并购热潮"渐起。数据显示,2024年9月以来,A股重大资产重组 (含定增并购)近200起,相比此前大幅增长。 券商中国记者统计发现,今年以来券商不断发力并购重组业务,共有44家券商作为独立财务顾问或财务顾问服 务并购重组项目。排名方面,交易数量前三的券商遥遥领先,分别是中金公司、中信证券、华泰证券。 中金、中信、华泰并购业务领先 在各类中介机构中,券商今年依然在并购业务领域领跑,成交规模占据全市场份额的60%以上。Wind数据显 示,按照并购重组项目首次披露日口径计算,今年以来,共有44家券商作为独立财务顾问或财务顾问服务并购 重组项目。 交易数量方面,头部集中情况明显,排名前三的中金公司、中信证券、华泰证券遥遥领先, ...
每周股票复盘:芯源微(688037)每股现金红利0.11元,权益分派实施
Sou Hu Cai Jing· 2025-07-05 18:22
Core Viewpoint - The article discusses the recent performance and dividend announcement of ChipSource Micro (芯源微), highlighting its stock price movements and upcoming cash dividend distribution [1] Company Performance - As of July 4, 2025, ChipSource Micro's stock closed at 107.5 yuan, up 1.99% from the previous week's closing price of 105.4 yuan [1] - The stock reached a weekly high of 112.96 yuan and a low of 103.93 yuan during the same period [1] - The company's current total market capitalization is 21.637 billion yuan, ranking 52nd out of 161 in the semiconductor sector and 736th out of 5149 in the A-share market [1] Dividend Announcement - ChipSource Micro announced a cash dividend of 0.11 yuan per share for the fiscal year 2024 [1] - Key details of the dividend distribution include: - Record date: July 7, 2025 - Ex-dividend date and payment date: July 8, 2025 - Total shares outstanding: 201,278,846 shares, with 102,607 shares in the repurchase account excluded from the distribution [1] - Total cash dividend to be distributed: 22,129,276.29 yuan (before tax) [1] - The actual cash dividend for individual shareholders and investment funds is 0.11 yuan per share before tax, while QFII shareholders and Hong Kong investors will receive 0.099 yuan per share after tax [1] - The legal opinion confirms that the differentiated dividend distribution is lawful and does not harm the interests of the company or its shareholders [1]
芯源微: 北京市竞天公诚律师事务所关于芯源微2024年度利润分配涉及的差异化权益分派事项的法律意见书
Zheng Quan Zhi Xing· 2025-07-01 16:30
Core Viewpoint - The legal opinion issued by Beijing Jingtian Gongcheng Law Firm confirms that Shenyang Xinyuan Microelectronics Equipment Co., Ltd.'s differentiated equity distribution plan for the 2024 profit distribution complies with relevant laws and regulations, and does not harm the interests of the company and its shareholders [1][6]. Group 1: Differentiated Equity Distribution - The company plans to distribute a cash dividend of RMB 1.10 per 10 shares (including tax) to all shareholders based on the total share capital minus the shares held in the repurchase account [3][4]. - As of the application date, the company holds 102,607 shares in its repurchase account, and the total share capital has increased to 201,277,846 shares after the completion of the restricted stock incentive plan [4][5]. - The actual number of shares participating in the distribution is 201,175,239 shares, and the total cash dividend will be adjusted accordingly while maintaining the per-share distribution ratio [4][5]. Group 2: Calculation Basis for Distribution - The calculation for the ex-rights and ex-dividend reference price is based on the formula: (previous closing price - cash dividend) ÷ (1 + change in circulating shares ratio) [5][6]. - The circulating shares ratio is 0 since the company is distributing cash dividends without issuing new shares or increasing capital reserves [5]. - The ex-rights reference price is calculated to be approximately RMB 93.59 per share based on the previous closing price of RMB 93.70 [5][6]. Group 3: Legal Compliance and Conclusion - The legal opinion asserts that the differentiated equity distribution plan adheres to the Company Law, Securities Law, and relevant regulations, ensuring no detriment to the company or its shareholders [6]. - The law firm emphasizes that the documents and materials provided for the legal opinion are authentic, complete, and valid, with no significant omissions [2][3]. - The legal opinion is intended solely for the purpose of the differentiated equity distribution and is not to be used for any other purpose [3].
芯源微(688037) - 北京市竞天公诚律师事务所关于芯源微2024年度利润分配涉及的差异化权益分派事项的法律意见书
2025-07-01 11:02
北京市竞天公诚律师事务所 关于沈阳芯源微电子设备股份有限公司 2024 年度利润分配涉及的差异化权益分派事项的 法律意见书 2025 年 6 月 北京市竞天公诚律师事务所(以下简称"本所")接受沈阳芯源微电子设备 股份有限公司(以下简称"公司")委托,现就公司 2024 年度利润分配涉及的差 异化权益分派事项(以下简称"本次差异化权益分派")出具本法律意见书。 本所根据《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》")《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》(以下简称"《回购细则》")等有关法律、法规的规定及《沈 阳芯源微电子设备股份有限公司章程》(以下简称"《公司章程》")的规定,按照 律师行业公认的业务标准、道德规范和勤勉尽责精神,对公司提供的文件和有关 事实进行了核查和验证,并据此出具本法律意见书。 北京市竞天公诚律师事务所 关于沈阳芯源微电子设备股份有限公司 2024 年度利润分配涉及的差异化权益分派事项的 法律意见书 致:沈阳芯源微电子设备股份有限公司 为出具本法律意见书之目的,本所依据中国律师行业公认的业务标准、道德 规范和 ...
芯源微(688037) - 芯源微2024年年度权益分派实施公告
2025-07-01 11:00
证券代码:688037 证券简称:芯源微 公告编号:2025-054 沈阳芯源微电子设备股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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: 每股现金红利0.11元 相关日期 | 股权登记日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/7 | 2025/7/8 | 2025/7/8 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经沈阳芯源微电子设备股份有限公司(以下简称"公司") 2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度:2024年年度 2. 分派对象: 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任 公司上海分公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 是否涉及差异化分红送转:是 每股分配比例 上市公司自律监管指引第 7 号——回购股份 ...
超400笔投资,VC跨越山海关
投中网· 2025-07-01 06:27
将投中网设为"星标⭐",第一时间收获最新推送 全国VC投向辽宁。 作者丨 杨博宇 来源丨 投中网 在海光信息发起对中科曙光的收购之后,一笔31亿的"A吃A"并购,又在市场中激起波澜——6月24日,北方华创宣布已经成 为芯源微第一大股东,并取得芯源微的控制权。 早在今年3月,北方华创就与芯源微的两大股东——沈阳先进制造技术产业有限公司、沈阳中科天盛自动化技术有限公司,签 署了股份转让协议,受让二者持有的1906.4915万股、1689.975万股股份。 两次交易金额分别为16.87亿元和14.48亿元,北方华创合计耗资31.35亿元拿下了17.87%的股权(3596.47万股股份), 正式入主芯源微。 这笔交易能够引起市场关注,与双方的市场地位不无关系。北方华创不必多说了,它是我国半导体设备龙头,市值达2300多 亿。2024年公司创下了业绩新高:营收近300亿元,同比增长35.14%,净利润56.21亿元,同比增长44.17%。一举夺得全 球半导体设备厂商第六的名次,也是唯一进入前十的中国厂商。 相比而言,芯源微就要低调得多。虽然只有200亿市值,但它却是国内唯一可提供量产型中高端涂胶显影设备的企业,也是单 ...
北方华创31亿取得芯源微控制权 完成董事会改组加快业务协同布局
Chang Jiang Shang Bao· 2025-06-25 23:49
Core Viewpoint - Northern Huachuang has completed its acquisition of a controlling stake in Chip Source Microelectronics, enhancing its position in the semiconductor equipment industry and enabling potential synergies between the two companies [1][2][3] Group 1: Acquisition Details - Northern Huachuang holds 17.87% of Chip Source Microelectronics, making it the largest shareholder and allowing it to control the board [1][2] - The acquisition involved purchasing shares from two companies for a total of 3,596.47 million shares at a cost of 31.35 billion yuan [2] - The board restructuring was completed on June 23, with Northern Huachuang nominating four non-independent directors and one independent director [2] Group 2: Financial Performance - Chip Source Microelectronics reported a total asset value of 57.09 billion yuan and a cumulative net profit of 814 million yuan since its listing in 2019 [1][3] - Northern Huachuang has shown strong financial performance, with cumulative net profits exceeding 157 billion yuan since 2017 [4][5] - For Q1 2025, Northern Huachuang achieved revenue of 82.06 billion yuan, a year-on-year increase of 37.90%, and a net profit of 15.81 billion yuan, up 38.80% [4] Group 3: Industry Position and Synergies - Both companies operate in the integrated circuit equipment sector but have complementary product lines, which can enhance collaborative efforts [3] - The collaboration is expected to improve the integration of different equipment processes and strengthen competitiveness in R&D, supply chain, and customer resources [3] - Northern Huachuang's market share in the integrated circuit equipment sector has been steadily increasing, contributing to its revenue growth [4]
芯源微——争当辽沈集成电路装备产业“开路先锋”
证券时报· 2025-06-24 23:50
Core Viewpoint - ChipSource Micro has become the only domestic company capable of providing mass-produced mid-to-high-end coating and developing equipment in China [1][2]. Group 1: Industry Context - The photolithography process is crucial in integrated circuit manufacturing, accounting for 50% of production time and 30% of costs. The domestic replacement rate for photolithography machines is less than 3%, while the coating and developing equipment, which is highly monopolized by Japanese companies, has a replacement rate of less than 10% [2][4]. - Coating and developing machines, along with photolithography machines and photoresists, are considered the three essential elements of the photolithography process [2]. Group 2: Company Development - ChipSource Micro was founded in 2002 when the domestic semiconductor market was undeveloped, lacking products, supply chains, and customers. The company has grown from 4-inch and 6-inch wafers to 8-inch and 12-inch, expanding from LED to advanced packaging and front-end fields [2]. - The company successfully went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2019, becoming the first stock from Liaoning Province on this board, and has since become a leader in the domestic coating and developing equipment sector [2]. Group 3: Market Position and Growth Potential - The low domestic replacement rate indicates significant growth potential. ChipSource Micro's front-end equipment covers all process nodes above 28nm, accounting for over 90% of China's mature semiconductor processes. The company has achieved international advanced levels in front-end physical cleaning equipment, becoming the market leader domestically [4]. - In the advanced packaging sector, ChipSource Micro has over 50% market share as a key supplier of mass production equipment, while also expanding into emerging fields like 2.5D and 3D packaging [4]. Group 4: R&D and Innovation - ChipSource Micro has maintained R&D expenses at over 10% of its revenue for several years, with R&D investment reaching 297 million yuan in 2024, a nearly 50% increase year-on-year [4]. - The company emphasizes the complexity of coating and developing equipment, which consists of over 150 units and requires high precision and reliability to avoid affecting the performance of photolithography machines [5].
北方华创: 关于协议受让沈阳中科天盛自动化技术有限公司所持沈阳芯源微电子设备股份有限公司8.40%股份完成过户登记暨取得控制权的公告
Zheng Quan Zhi Xing· 2025-06-24 19:14
Transaction Overview - The company has completed the transfer of 8.40% shares of Shenyang Xinyuan Microelectronics Equipment Co., Ltd. (stock code 688037) from Shenyang Zhongke Tiansheng Automation Technology Co., Ltd. [1] - The share transfer agreement was signed on March 31, 2025, and the transfer was completed on May 29, 2025, with a total of 19,064,915 shares transferred [1]. Progress of the Transaction - As of June 23, 2025, the company holds a total of 35,964,665 shares in Xinyuan Micro, representing approximately 17.87% of its total share capital, making the company the largest shareholder [2]. - The company has nominated four non-independent directors and one independent director to the third board of Xinyuan Micro, achieving a majority in both categories [2]. Significance of Acquiring Control - The acquisition allows for synergistic effects between the company and Xinyuan Micro, as both operate in the integrated circuit equipment industry but with complementary product offerings [2]. - The collaboration is expected to enhance the integration of different equipment processes and improve competitiveness and shareholder returns through joint efforts in R&D, supply chain, and customer resources [2].