Group 1 - On August 28, 2023, Sichuan Sicore Microelectronics Co., Ltd. (思科瑞) saw a stock price increase of 9.71% with a trading volume of 351 million yuan [1] - The financing data for Sichuan Sicore on the same day indicated a financing purchase amount of 27.7 million yuan and a financing repayment of 35.9 million yuan, resulting in a net financing outflow of 8.17 million yuan [1] - As of August 28, the total financing and securities lending balance for Sichuan Sicore was 77.1 million yuan, which represents 2.10% of its circulating market value, indicating a low financing balance compared to the past year [1] Group 2 - As of June 30, 2023, Sichuan Sicore had 5,164 shareholders, a decrease of 4.05% from the previous period, while the average circulating shares per person increased by 4.22% to 8,379 shares [2] - For the first half of 2023, Sichuan Sicore reported a revenue of 101 million yuan, marking an 81.67% year-on-year growth, and a net profit attributable to shareholders of 3.58 million yuan, which is a 245.18% increase year-on-year [2] Group 3 - Since its A-share listing, Sichuan Sicore has distributed a total of 30.7 million yuan in dividends [3]

Group 1 - The core viewpoint of the news is that A-share semiconductor stocks are experiencing significant gains, with multiple companies seeing substantial increases in their stock prices, driven by a report on China's plans to boost AI chip production [1][2] Group 2 - Cisco Rey (思科瑞) saw a stock increase of 11.42%, with a total market value of 3.728 billion [2] - Broadcom Integrated (博通集成) increased by 10.01%, with a market capitalization of 7.026 billion [2] - Stada Semiconductor (斯达半导) reached a 10% increase, with a market value of 25.9 billion [2] - Semiconductor Manufacturing International Corporation (中芯国际) rose by 8.15%, achieving a market value of 87.67 billion [2] - Rockchip (瑞芯微) increased by 7.59%, with a market capitalization of 97.6 billion [2] - Qipai Technology (气派科技) saw a 7.13% rise, with a market value of 2.955 billion [2] - Dongxin Technology (东芯股份) increased by 6.6%, with a market capitalization of 47.8 billion [2] - Yingfang Micro (盈方微) rose by 6.59%, with a market value of 8.151 billion [2] - Zhenlei Technology (臻镭科技) increased by 5.81%, with a market capitalization of 16.1 billion [2] - Fudan Microelectronics (复旦微电) saw a 5.7% increase, with a market value of 50.9 billion [2] - Weijie Chuangxin (唯捷创芯) increased by 5.32%, with a market capitalization of 15.8 billion [2] - Changguang Huaxin (长光华芯) rose by 5.24%, with a market value of 14.3 billion [2] - Electric Science Chip (电科芯片) increased by 5.02%, with a market capitalization of 1.78 billion [2] - The overall trend indicates a strong performance in the semiconductor sector, reflecting positive market sentiment and potential growth opportunities [1]

Group 1 - The satellite navigation sector opened high with significant bidding activity on August 28, indicating strong investor interest [1] - Broadcom Integration reached a limit-up price, reflecting a robust market response [1] - Other companies in the sector, including Capcloud, Huazhong Technology, Tongyu Communication, Sikrui, China Satellite, and Chuangyuan Xinke, also experienced notable gains, with Capcloud rising over 10% [1]

Core Insights - Cisco Rui (688053.SH) reported a total operating revenue of 101 million yuan for the first half of 2025, ranking 44th among disclosed peers [1] - The net profit attributable to shareholders was 3.5842 million yuan, with net cash inflow from operating activities at 9.9435 million yuan, a decrease of 36.2289 million yuan compared to the same period last year, representing a year-on-year decline of 78.46% [1] Financial Metrics - The latest debt-to-asset ratio is 8.12%, an increase of 1.93 percentage points compared to the same period last year [3] - The latest gross profit margin stands at 45.24% [3] - The return on equity (ROE) is 0.22% [3] - The diluted earnings per share (EPS) is 0.04 yuan [4] - The total asset turnover ratio is 0.06 times, ranking 41st among disclosed peers [4] - The inventory turnover ratio is 2.89 times [4] Shareholder Structure - The number of shareholders is 5,164, with the top ten shareholders holding 69.39% of the total share capital, amounting to 69.393 million shares [4] - The largest shareholder is Jian Shui County Quan Jun Enterprise Management Center (Limited Partnership) with a holding ratio of 54.91% [4] - Other notable shareholders include Ningbo Tongtai Xin Venture Capital Partnership (Limited Partnership) at 4.61% and Ningbo Tongyuan Youbo Venture Capital Partnership (Limited Partnership) at 2.46% [4]

Group 1 - The company, Cisco Rui (688053.SH), reported a total revenue of 101 million yuan for the first half of 2025, representing a year-on-year increase of 81.67% [1] - The net profit attributable to shareholders of the parent company was 3.5842 million yuan, compared to a loss of 2.4688 million yuan in the same period last year [1] - The basic earnings per share were 0.04 yuan [1]

中国银河证券股份有限公司 关于成都思科瑞微电子股份有限公司 2025 年半年度持续督导跟踪报告 中国银河证券股份有限公司（以下简称"银河证券"或"保荐机构"）作为成都 思科瑞微电子股份有限公司（以下简称"思科瑞"或"公司"）首次公开发行股票并 在科创板上市项目的保荐机构，根据《证券发行上市保荐业务管理办法》《上海 证券交易所科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等相关规定，负责思科瑞上市后的持续督导工作，并出具 本持续督导跟踪报告。 一、持续督导工作概述 1、保荐机构制定了持续督导工作制度，制定了相应的工作计划，明确了现 场检查的工作要求。 2、保荐机构已与公司签订保荐协议，该协议已明确了双方在持续督导期间 的权利义务。 3、本持续督导期间，保荐机构通过与公司的日常沟通、定期回访、查阅资 料、现场检查等方式开展持续督导工作。 4、本持续督导期间，保荐机构根据相关法规和规范性文件的要求履行持续 督导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； （2）查阅公司财务管理、会计核算和内部审计等内部控制制度； （3）查阅公司其他应收款等 ...

Meeting Overview - The second meeting of the Supervisory Board was held on August 26, 2025, chaired by Mr. Shi Mingming, in compliance with the Company Law of the People's Republic of China and the company's articles of association [1] Half-Year Report Approval - The Supervisory Board approved the 2025 Half-Year Report and its summary, affirming that the report accurately reflects the company's actual situation without any false records or misleading statements. The voting result was 3 in favor, 0 against, and 0 abstentions [1][2] Fund Usage Report Approval - The Supervisory Board also approved the Special Report on the Storage and Use of Raised Funds for the first half of 2025, confirming that it truthfully reflects the situation during the reporting period. The voting result was 3 in favor, 0 against, and 0 abstentions [2][3] Equity Incentive Plan Approval - The Supervisory Board approved the proposal for a wholly-owned subsidiary to implement an equity incentive plan through capital increase, which aligns with the long-term planning and development strategy of the company. The voting result was 3 in favor, 0 against, and 0 abstentions [2][3]

Overview - The article discusses the capital increase and equity incentive plan of Chengdu Sike Rui Microelectronics Co., Ltd.'s wholly-owned subsidiary, Hainan Guoxing Feice Technology Co., Ltd. [1][2] Capital Increase and Related Transactions - Hainan Guoxing Feice plans to introduce an employee stock ownership platform, Hainan Guoxing Technology R&D Center (Limited Partnership), through a capital increase of 10.588236 million yuan, acquiring 15% equity in Guoxing Feice [2][9] - After the capital increase, the registered capital of Guoxing Feice will change from 60 million yuan to 70.588236 million yuan, reducing the company's ownership from 100% to 85% [2][8] - The transaction constitutes a related party transaction as Wu Changnian, the company's secretary, is also the executive partner of Guoxing Technology [2][3] Financial Data - As of June 30, 2025, Guoxing Feice's total assets were 31.4699 million yuan, net assets were 31.1103 million yuan, with a net loss of 934,300 yuan [8][9] Valuation and Pricing - The valuation of Guoxing Feice's equity was assessed at 31.5715 million yuan as of June 30, 2025, and the capital increase price was set at 1 yuan per share, deemed reasonable [9][10] Equity Incentive Plan - The equity incentive plan targets key management and core employees, with three individuals involved, allowing them to indirectly hold shares through Guoxing Technology [10][11] - The funding for the incentive will come from the personal or self-raised funds of the incentive recipients, ensuring no financial assistance from the company [11][12] Approval Process - The independent directors and the board of supervisors unanimously approved the capital increase and equity incentive plan, confirming its alignment with the company's long-term strategy [12][13]

Core Viewpoint - Chengdu Sike Rui Microelectronics Co., Ltd. plans to increase the registered capital of its wholly-owned subsidiary, Hainan Guoxing Fei Ce Technology Co., Ltd., from 60 million yuan to 70.588236 million yuan, with the additional capital being contributed by Hainan Guoxing Technology R&D Center (Limited Partnership) [1][2] Summary by Sections Overview of the Capital Increase and Related Transactions - The capital increase aims to optimize the capital structure of Guoxing Fei Ce and establish a long-term incentive mechanism to enhance operational efficiency and core competitiveness [2][7] - Hainan Guoxing Technology will contribute 10.588236 million yuan, acquiring 15% equity in Guoxing Fei Ce, while the company's ownership will decrease to 85% [2][6] Related Party Transactions - The transaction constitutes a related party transaction as Wu Changnian, the company's board secretary, is also the executive partner of Guoxing Technology [2][3] - The company has not engaged in any related party transactions exceeding 30 million yuan in the past 12 months, thus no shareholder meeting is required for approval [3] Financial Data of Guoxing Fei Ce - As of June 30, 2025, Guoxing Fei Ce reported total assets of approximately 31.47 million yuan and net assets of about 31.11 million yuan [6][7] - The company has not generated any revenue in the reported periods [6] Changes in Shareholding Structure - Before the capital increase, Guoxing Fei Ce was a wholly-owned subsidiary. Post-increase, the shareholding structure will be as follows: Chengdu Sike Rui Microelectronics Co., Ltd. will hold 85% and Hainan Guoxing Technology will hold 15% [5][8] Purpose and Impact of the Capital Increase - The capital increase is intended to attract and retain talent, aligning interests among stakeholders and promoting shared growth [10][11] - The transaction will not affect the company's consolidated financial statements or operational results significantly [11] Approval Process - The independent directors and the board of directors have approved the capital increase and related transactions, confirming their alignment with the company's long-term strategy [11][12] - The supervisory board also supports the transaction, indicating no harm to the interests of the company and its shareholders [12]

成都思科瑞微电子股份有限公司2025 年半年度报告 公司代码：688053 公司简称：思科瑞 成都思科瑞微电子股份有限公司 2025 年半年度报告 1 / 205 成都思科瑞微电子股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中描述可能存在的风险，敬请查阅"第三节管理层讨论与分析"之"四、风险因 素"部分，请投资者注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人张亚、主管会计工作负责人李雅冰及会计机构负责人（会计主管人员）刘雨声 明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，请投 资者注意投资风险。 九、 是否 ...