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芯源微(688037) - 芯源微关于会计政策、会计估计变更的公告
2025-08-28 10:49
证券代码:688037 证券简称:芯源微 公告编号:2025-064 沈阳芯源微电子设备股份有限公司 关于会计政策、会计估计变更的公告 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: ●鉴于沈阳芯源微电子设备股份有限公司(以下简称"公司")股权结构发 生变动,为遵循企业会计准则及北方华创科技集团股份有限公司(以下简称"母 公司")政策要求,依据《企业会计准则第 20 号—企业合并》《企业会计准则 第 33 号—合并财务报表》《企业会计准则第 1 号—存货》及《企业会计准则第 28 号—会计政策、会计估计变更和差错更正》的相关规定,公司决定对存货计 价方法进行会计政策变更。 ●鉴于公司股权结构发生变动,为遵循企业会计准则及母公司政策要求,依 据《企业会计准则第 20 号—企业合并》《企业会计准则第 33 号—合并财务报表》 《企业会计准则第 4 号—固定资产》及《企业会计准则第 28 号—会计政策、会 计估计变更和差错更正》的相关规定,公司决定对未来新增固定资产的预计残值 率及折旧年限进行会计估计变更。 ●本次 ...
上市公司借并购重组暖风持续向优向新
Jin Rong Shi Bao· 2025-08-28 01:40
当前,并购重组市场活跃度正加速提升,资本市场在并购重组中的主渠道特征更加凸显。 从地方国资到央企国企,从高端制造到算力芯片,从传统行业到科创企业,近期上市公司并购重组 案例频现。并购重组是推动资源优化配置的重要方式,也是上市公司提质增效的重要手段。相关支持政 策的出台,也是本轮并购重组活跃的重要推动力。 当前,并购重组市场呈现出前所未有的活跃态势。统计显示,今年1至7月,上市公司累计披露资产 重组超1000单,是去年同期的1.4倍,其中重大资产重组133单,是去年同期的2.7倍。 央企国企整合案例频现,越来越多的央企国企积极响应《关于深化上市公司并购重组市场改革的意 见》(以下简称"并购六条")以及国务院国资委相关政策要求,加速推动企业内部优质资源进一步向控 股上市公司汇聚,支持控股上市公司围绕提高主业竞争优势、促进产业升级实施并购重组。例如,近期 中国神华披露了相关收购预案,拟购买控股股东旗下13家企业,收购完成后,中国神华将构建起一体化 的运营体系。此次中国神华重大重组,既是央企战略并购的体现,也是产业整合的实例。 央企国企通过并购重组提升资本市场对接和资源整合能力,加大对产业链公司的整合力度,合理提 升 ...
华为即将发布新品自研AI SSD,科创100指数ETF(588030)拉升涨近1%,冲击3连涨
Sou Hu Cai Jing· 2025-08-26 02:09
Core Viewpoint - The news highlights the performance of the STAR Market and the launch of Huawei's new AI SSD, indicating a growing interest in AI storage solutions and the potential for investment opportunities in the tech sector [3][4]. Group 1: STAR Market Performance - As of August 26, 2025, the STAR Market 100 Index rose by 0.61%, with notable increases in constituent stocks such as Huafeng Technology (up 13.04%) and Zhuhai Guanyu (up 12.17%) [3]. - The STAR 100 Index ETF saw a 0.78% increase, marking its third consecutive rise, with a latest price of 1.3 yuan [3]. - Over the past week, the STAR 100 Index ETF accumulated a 5.49% increase, with a trading volume of 99.8865 million yuan and a turnover rate of 1.36% [3][4]. Group 2: Investment Trends and Fund Performance - The STAR 100 Index ETF experienced a net inflow of 27.3865 million yuan over the last ten trading days, despite a recent net outflow of 6.55234 million yuan [4]. - The ETF's net asset value increased by 23.84% over the past six months, ranking it 514 out of 3544 in the index stock fund category [5]. - The ETF's management fee is 0.15%, and its tracking error is 0.020%, indicating a competitive cost structure and high tracking precision compared to similar funds [5][6]. Group 3: Huawei's AI SSD Launch - Huawei is set to launch a new AI SSD on August 27, targeting the AI storage market by addressing the limitations of traditional HBM with innovative technology [3]. - The new product aims to meet the demands for large capacity and high performance in AI training and inference processes, potentially revitalizing the AI storage market [3]. - Huawei plans to collaborate with integrated machine manufacturers to enhance the current market landscape, suggesting a strategic move to increase competitiveness in the AI storage sector [3]. Group 4: Domestic Computing Power Chain - The release of DeepSeek-V3.1 is expected to boost the domestic computing power chain, with significant growth anticipated in related infrastructure due to increased capital expenditure from domestic internet companies [4]. - The focus on domestic computing power and its supporting industries, such as optical modules and switches, is projected to maintain high demand and growth in the coming years [4].
A股半导体板块午后持续回落,翱捷科技、芯源微、艾森股份、京仪装备多股跌超5%
Mei Ri Jing Ji Xin Wen· 2025-08-25 05:55
Group 1 - The A-share semiconductor sector experienced a significant decline in the afternoon of August 25, with multiple stocks such as Aojie Technology, Xinyuan Micro, Aisen Co., and Jingyi Equipment dropping over 5% [1] - Other companies including Zhongwei Company, Huahai Chengke, SMIC, and Baiwei Storage also saw a shift to a downward trend [1]
芯片股“霸屏”科创板涨幅榜,科创半导体ETF(588170)多个成分股在列!盛美上海上涨11.81%!
Mei Ri Jing Ji Xin Wen· 2025-08-25 03:21
Group 1 - The core viewpoint is that the domestic AI industry is transitioning towards a stage of hardware-software synergy, which presents investment opportunities in the domestic computing power industry chain [2] - The semiconductor materials and equipment theme index on the STAR Market has shown positive performance, with significant increases in constituent stocks such as Shengmei Shanghai and China Shipbuilding Special Gas [1] - The STAR Market semiconductor ETF (588170) has seen a notable increase of 11.21% over the past week, indicating strong market activity and liquidity [1] Group 2 - The semiconductor equipment and materials sectors are crucial areas for domestic substitution, characterized by low domestic replacement rates and high potential for growth [2] - The ETF tracking the semiconductor materials and equipment index focuses on upstream semiconductor companies, with a significant portion allocated to semiconductor equipment and materials [3]
超2800只个股上涨
第一财经· 2025-08-22 07:41
Core Viewpoint - The stock market experienced significant gains, with the Shanghai Composite Index breaking through 3800 points and the STAR Market Index surpassing 1200 points, indicating a positive market sentiment and recovery in risk appetite [3][11]. Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index rose by 2.07% to 12166.06. The ChiNext Index increased by 3.36% to 2682.55, and the STAR Market Index surged by 8.59% to 1247.86 [4][3]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan, an increase of over 100 billion yuan compared to the previous trading day [5]. Sector Performance - The semiconductor, education, securities, CPO, and AI mobile phone sectors saw the highest gains, while the gas, aquaculture, banking, and airport shipping sectors experienced declines [8]. - Notably, the semiconductor sector showed strong performance, with stocks like Chengdu Huami, Cambrian, and Haiguang Information hitting the daily limit of 20% increase. SMIC rose over 14% with a trading volume exceeding 20 billion yuan [8]. Fund Flow - Main funds flowed into the electronics, computer, and non-bank financial sectors, while there was a net outflow from banking, agriculture, and public utilities [9]. - Specific stocks such as SMIC, Zhongke Shuguang, and Dongfang Caifu saw net inflows of 2.526 billion yuan, 2.037 billion yuan, and 1.870 billion yuan, respectively. Conversely, stocks like Industrial Fulian, Meiri Interactive, and GoerTek faced net outflows of 652 million yuan, 592 million yuan, and 587 million yuan [9]. Institutional Insights - Huaxi Securities noted that after a brief market fluctuation, there is a recovery in sentiment, with capital movements being a key focus. Continuous inflows into stock ETFs and leveraged funds since August 15 indicate a relatively positive participation willingness [11]. - Guojin Securities highlighted a market rotation, with large-cap tech stocks showing explosive movements while the Shanghai 50 index still has room for recovery. The recommendation is to avoid chasing highs and focus on buying opportunities when strong sectors pull back to moving averages [11].
突然大涨!全面爆发!
Zhong Guo Jing Ying Bao· 2025-08-22 06:26
Group 1 - Chip stocks have seen significant gains, with Haiguang Information rising over 17% and Cambrian Technologies increasing over 12%, while several other stocks also experienced gains of over 5% [2][5] - The ChiNext 50 Index surged over 5%, and multiple chip-related ETFs rose more than 6% [4] - The strong performance of AI hardware since mid-April, particularly in North America, has led to a rebound in A-share indices and increased risk appetite, creating a substantial demand for domestic computing chains [5] Group 2 - Cambrian Technologies has demonstrated a strong market presence, with its stock price reaching nearly 1200 yuan and a market cap approaching 500 billion, reflecting a nearly 94% increase since July [2][5] - The release of DeepSeek-V3.1, which supports the next generation of domestic chips, is expected to catalyze the domestic computing ecosystem [5] - Tianpu Co. has signed a share transfer agreement with Zhonghao Xinying, a company focused on high-performance AI chips, indicating a growing interest in AI chip development [6] Group 3 - The market is currently experiencing concentrated trading activity, with several stocks exceeding 10 billion yuan in trading volume, suggesting potential volatility in the short term [7] - Long-term market trends indicate a "slow bull" pattern, with J.P. Morgan forecasting continued upward momentum in the Chinese stock market due to moderate leverage and valuation levels [7] - Excess savings accumulated since 2018, estimated at over 30 trillion yuan, may lead to increased consumer and investment spending, with a potential outflow of 4.5 trillion to 9 trillion yuan from maturing deposits seeking higher returns [8]
一图了解半导体设备各环节国产化率水平
Xuan Gu Bao· 2025-08-22 05:16
Group 1 - The global market size for wafer manufacturing equipment is projected to grow significantly from 2021 to 2024, with various equipment categories showing increasing domestic production rates [2] - The market for thermal processing equipment is expected to increase from $31.5 billion in 2021 to a domestic production rate of approximately 23% by 2024 [2] - The market for thin film deposition equipment is projected to grow from $256.3 billion in 2021, with a domestic production rate reaching around 19% by 2024 [2] Group 2 - The etching equipment market is anticipated to grow from $180.9 billion in 2021, maintaining a domestic production rate of 28% from 2023 to 2024 [2] - The photolithography equipment market is valued at $258.4 billion, with no specific domestic production rate data provided for the years 2021 to 2024 [2] - The chemical mechanical planarization (CMP) equipment market is expected to grow from $29.8 billion in 2021, with a domestic production rate projected to be around 40% by 2024 [2] Group 3 - The cleaning equipment market is projected to grow from $65.7 billion in 2021, with a domestic production rate expected to be approximately 32% by 2024 [2] - The photoresist coating and developing equipment market is expected to grow from $35.3 billion in 2021, with a domestic production rate of about 10% by 2024 [2] - The detection and measurement equipment market is valued at $142.5 billion, with a domestic production rate projected to reach 5% by 2024 [2]
芯源微: 北京市竞天公诚律师事务所关于芯源微2025年第三次临时股东会的法律意见书
Zheng Quan Zhi Xing· 2025-08-21 17:00
关于沈阳芯源微电子设备股份有限公司 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 法律意见书 致:沈阳芯源微电子设备股份有限公司 北京市竞天公诚律师事务所 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,指派本所律师对公司 2025 年第三次临 时股东会(以下简称"本次股东会")的合法性进行见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》(以下简称《证券法》)、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则》等规定及本法律意见书出具日以前已经发生或者存在的事实,严格履行了法 定职责,遵循了勤勉尽责和诚实信用原则,进行了充分的核查验证,保证本法律 意见书所认定的事实真实、准确、完整,所发表的结论性意见合法、准确,不存 在虚假记载、误导性陈述或者重大遗漏,并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》(以下简称《公司法》)、《证 券法》、中国证券监督管理委员会(以下简称"中国证监会")《上市公司股东 会规则》(以下简称《股东会规则》)等现行有效的法律、法规、规范性文件 ...
芯源微: 芯源微2025年第三次临时股东会决议公告
Zheng Quan Zhi Xing· 2025-08-21 17:00
Meeting Overview - The shareholders' meeting of Shenyang Xinyuan Microelectronics Equipment Co., Ltd. was held on August 21, 2025, at the company's conference room in Shenyang, Liaoning Province [1] - A total of 113 ordinary shareholders attended the meeting, holding 65,058,667 voting rights, which accounts for 32.3393% of the company's total voting rights [1] Voting Process - The meeting was conducted with a combination of on-site and online voting, presided over by Chairman Dong Boyu, and complied with the Company Law and the company's articles of association [1] - The voting results showed that 99.8666% of the ordinary shareholders voted in favor of the proposals, with only 0.1170% against and 0.0164% abstaining [1][2] Legal Compliance - Lawyers Zhao Haiyang and Wu Zheng from Beijing Jingtian & Gongcheng Law Firm confirmed that the meeting's procedures and voting results were in accordance with relevant laws and regulations, ensuring the legality and validity of the meeting [1]