公司本次出售股票资产事项有利于优化公司资产结构，盘活公司存量资产，提高公司资产流动性及使用 效率。 中微公司(688012.SH)发布公告，公司拟通过集中竞价交易及大宗交易的方式减持公司目前持有的拓荆 科技(688072.SH)股份数量不超过365.51万股(占其总股本的比例不超过1.3%)。 ...

证券代码：688072 证券简称：拓荆科技 公告编号：2026-001 拓荆科技股份有限公司 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： 股东的基本情况 截至本公告披露日，拓荆科技股份有限公司（以下简称"公司"）股东中微 半导体设备（上海）股份有限公司（以下简称"中微公司"）持有公司股份 20,516,305 股，占公司总股本的 7.30%，其所持股份全部为公司首次公开发行前 股份，均为无限售流通股。 | 股东名称 | 中微半导体设备（上海）股份有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：无 | | | | 持股数量 | 20,516,305股 | | | | 持股比例 | 7.30% | | | | 当前持股股份来源 | IPO 前取得：20 ...

每经AI快讯，中微公司1月7日晚间发布公告称，为促进股东价值最大化，合理配置公司资产结构，公 司于2026年1月7日召开第三届董事会第九次会议，审议并一致通过了《关于出售公司所持拓荆科技股份 有限公司部分股票的议案》，授权管理层及其授权人士根据证券市场情况，通过集中竞价及大宗交易的 方式，出售公司所持有的拓荆科技股票，合计不超过约366万股（占其总股本的比例不超过1.3%），授 权范围包括但不限于出售时机、交易方式、交易数量、交易价格等，授权期限为自董事会审议通过之日 至预披露届满之日起的三个月内。在此期间内，若拓荆科技发生送股、资本公积金转增股本等股份变动 事项，公司拟出售股票的数量将相应调整。本次交易不构成关联交易，不构成重大资产重组，无需提交 公司股东会审议通过。 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 张明双） ...

拓荆科技1月7日公告，公司持股5%以上股东中微半导体设备（上海）股份有限公司基于自身经营发展 资金需要，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价及大宗交易方式减持公司股 份不超过365.51万股，即不超过公司总股本的1.30%。 ...

中微公司公告，公司拟通过集中竞价及大宗交易方式，出售持有的拓荆科技68.81万股票不超过365.51万 股，占其总股本不超过1.30%，预计交易金额13.93亿元，账面成本4.57亿元。公司原持股2051.63万股， 占7.30%。董事会已于2026年1月7日审议通过，授权自预披露15个交易日届满起3个月内择机实施。本 次交易不构成关联交易和重大资产重组，无需提交公司股东会审议。 ...

Group 1: Automotive Industry - Xiaomi's Lei Jun announced the upcoming launch of the new generation SU7 luxury high-performance electric sedan, expected in April [1] - The new SU7 will feature enhancements based on customer feedback, including new colors, wheels, and interior designs, as well as improved safety with standard laser radar and fully equipped driver assistance [1] - Significant breakthroughs in battery range and advancements in smart chassis and cockpit technology are highlighted, promising an unparalleled driving experience [1] Group 2: Gold Reserves - The People's Bank of China reported an increase in gold reserves to 74.15 million ounces (approximately 2306.323 tons) by the end of December, marking a month-on-month increase of 30,000 ounces (approximately 0.93 tons) [2] Group 3: Stock Market Performance - The Shanghai Composite Index rose by 0.29% nearing the 4100-point mark, with significant gains in sectors such as rare earths and semiconductor equipment [3] - Over 2500 stocks in the market experienced gains, with notable performances in storage chips, photolithography, and controlled nuclear fusion sectors [3] - The semiconductor equipment sector saw major stocks like ChipSource and North Huachuang reaching historical highs [3] Group 4: Logistics Industry - The China Logistics and Purchasing Federation reported that the logistics industry prosperity index for December 2025 reached its highest for the year at 52.4%, reflecting a 1.5 percentage point increase month-on-month [5] - Key indicators such as business volume, equipment utilization, new orders, and personnel indices are all in the expansion range and showing upward trends [5] - The logistics business volume index has been on a two-month rise, with balanced improvements across eastern, central, and western regions [5] Group 5: Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office jointly released the "Regulations on the Supervision of Network Transaction Platforms," aimed at standardizing platform rules and protecting the rights of all parties involved in online transactions [16] - The regulations emphasize the responsibilities of platform operators in rule-making and execution, including obligations for information disclosure and consumer protection [16] - The regulations prohibit unreasonable restrictions on operators' business activities and the use of big data for unfair practices [16]

1月7日，拓荆科技收涨6.43%，收盘价为380.99元，发生1笔大宗交易，合计成交量61.1万股，成交金额 2.3亿元。 责任编辑：小浪快报 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为12.89亿元。该股近5个交易日累 计上涨13.06%，主力资金合计净流入1.21亿元。 第1笔成交价格为375.66元，成交61.10万股，成交金额22,952.83万元，溢价率为-1.40%，买方营业部为 中信证券股份有限公司总部(非营业场所)，卖方营业部为华泰证券股份有限公司北京分公司。 ...

南方财经1月7日电，1月7日，拓荆科技大宗交易成交61.1万股，成交额2.3亿元，占当日总成交额的 6.95%，成交价375.66元，较市场收盘价380.99元折价1.4%。 ...

Group 1 - The semiconductor industry chain is experiencing significant growth, with major stocks like North Huachuang, Zhongwei Company, and Tuojing Technology reaching historical highs, and the total market value of these stocks exceeding 100 billion yuan [1][4] - The price of storage chips is rising, with reports indicating that a single 256G DDR5 server memory stick from Hynix and Samsung can exceed 40,000 yuan, with some reaching as high as 49,999 yuan [5] - Huang Renxun's speech at CES 2026 emphasized the long-term demand for storage chips, indicating a shift in AI processing bottlenecks towards context storage, which is expected to drive significant growth in the storage chip market [14] Group 2 - Recent major asset restructuring announcements from companies like SMIC, Zhongwei Company, and Huahong Company have boosted market sentiment [15] - The upcoming IPO of Changxin Technology, which aims to raise 29.5 billion yuan for various technology upgrade projects, is expected to further enhance the domestic storage sector [15]

Core Viewpoint - The semiconductor industry chain is experiencing significant growth, driven by rising prices of storage chips and positive market sentiment from recent corporate developments [7][8][9]. Semiconductor Industry - The semiconductor sector showed strong performance, with leading companies like North Huachuang, Zhongwei Company, and Tuojing Technology reaching historical highs in stock prices, collectively exceeding a market capitalization of 100 billion yuan [3][5]. - North Huachuang's stock price increased by over 6%, closing at 516.66 yuan, with a market capitalization of 374.3 billion yuan [3][4]. - The demand for storage chips is expected to outpace supply, with projections indicating a 15% to 20% increase in DRAM supply and a 20% to 25% increase in demand for 2026 [8]. - Recent asset restructuring announcements from companies like SMIC and Huahong have boosted market sentiment [8]. OLED Industry - The OLED sector also saw a rise, with companies like Gaomeng New Materials and Nanda Optoelectronics experiencing significant stock price increases [11][13]. - The price increase in OLED panels is attributed to production adjustments by major LCD panel manufacturers ahead of the Lunar New Year, leading to a tighter supply-demand balance [13]. - Long-term growth in the OLED market is anticipated due to factors such as the replacement cycle of IT products and upcoming major sporting events driving TV demand [13].