Amlogic(688099)
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9.26犀牛财经早报:机构大举增持主动权益基金 黄仁勋连续4个月卖出英伟达
Xi Niu Cai Jing· 2025-09-26 01:40
Group 1 - The A-share market is recovering, leading to significant profits for fund investors, with 2.15 billion fund investors on the Ant Fund platform achieving cumulative profits [1] - Institutional investors have notably increased their holdings in active equity funds, with a rise of 54.1 billion yuan in asset scale and an increase of 27.1 billion fund shares by the end of the first half of the year [1] - West China Fund confirmed that a fund manager was caught gambling and has been dismissed from their position following administrative penalties [1] Group 2 - The China Coking Industry Association recommends a 30% production cut across the coking industry to maintain reasonable profit levels and healthy development [2] - Coking prices are set to increase, with specific price adjustments for various types of coke effective from September 26 [2] Group 3 - The global average selling price (ASP) of smartphones is projected to rise from $370 in 2025 to $412 in 2029, driven by high-end trends and the adoption of 5G technology [3] Group 4 - The Robotaxi sector is experiencing a surge in stock prices, with leading companies like Pony.ai and Baidu seeing significant increases in their stock values due to accelerated commercial applications [4] - The cobalt market is tightening due to export bans from the Democratic Republic of Congo, leading to a nearly 40% increase in cobalt prices this year [4] Group 5 - Starbucks plans to close underperforming stores in North America, reducing the number of company-operated stores by approximately 1% by fiscal year 2025, while also cutting about 900 non-retail positions to invest in store operations [5] Group 6 - ByteDance has denied rumors of preparing for an IPO in Hong Kong, urging caution against misinformation regarding "Byte concept stocks" [6] Group 7 - Shanghai Forever Bicycle Company has stated that products like "Forever Rabbit" are not associated with the company and will pursue legal action against unauthorized use of its trademark [7] Group 8 - Horizon Robotics plans to raise approximately 6.339 billion HKD through a share placement to expand its overseas market and support advanced driver assistance solutions [9] Group 9 - Dragon Big Food announced that 0.70% of shares held by its controlling shareholder are under judicial freeze, but this will not affect the company's operations or governance [10] Group 10 - Zhaochi Co. has completed the R&D design of its 1.6T OSFP DR8 optical module, with plans to launch samples by the end of 2025 [11] - Jingchen Co. has submitted an application for H-share listing on the Hong Kong Stock Exchange [12]
晶晨股份(688099) - 晶晨股份关于向香港联交所递交境外上市股份(H股)发行并上市的申请并刊发申请资料的公告
2025-09-26 00:30
证券代码:688099 证券简称:晶晨股份 公告编号:2025-067 中文: https://www1.hkexnews.hk/app/sehk/2025/107708/documents/sehk25092502352_c.pdf 英文: https://www1.hkexnews.hk/app/sehk/2025/107708/documents/sehk25092502353.pdf 需要特别予以说明的是,本公告仅为境内投资者及时了解本次发行上市的相 关信息而作出。本公告以及公司刊登于香港联交所网站的申请资料均不构成也不 得视作对任何个人或实体收购、购买或认购公司本次发行的境外上市股份(H股) 晶晨半导体(上海)股份有限公司 关于向香港联交所递交境外上市股份(H 股)发行并上市的 申请并刊发申请资料的公告 本公司董事会及全体董事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。 晶晨半导体(上海)股份有限公司(以下简称 "公司")已于2025年9月25 日向香港联合交易所有限公司(以下简称"香港联交所")递交了发行境外上市 股份(H股)并在 ...
晶晨股份:已向香港联交所递交H股发行上市申请
Zheng Quan Shi Bao Wang· 2025-09-26 00:20
Core Viewpoint - Company announced the submission of an application for the issuance of overseas listed shares (H-shares) and listing on the Hong Kong Stock Exchange on September 26, 2025 [1] Group 1 - Company submitted the application to the Hong Kong Stock Exchange on September 26, 2025 [1] - The application materials for this issuance and listing were published on the Hong Kong Stock Exchange website on the same day [1]
晶晨半导体递表港交所 芯片累计出货量超10亿颗
Zhi Tong Cai Jing· 2025-09-25 22:48
Core Viewpoint - 晶晨半导体 has submitted its listing application to the Hong Kong Stock Exchange, with CICC and Haitong International as joint sponsors [1] Company Overview - 晶晨半导体 is a leading global system-level semiconductor design company, providing advanced smart terminal control and connectivity solutions across various sectors including smart homes, smart offices, smart transportation, entertainment education, and industrial production [3] - The company ranks fourth globally among manufacturers focused on smart terminal SoC chips and is the top player in mainland China and second globally in the smart home terminal SoC chip market according to Frost & Sullivan [3] Market Position and Performance - As of June 30, 2025, 晶晨半导体 has shipped over 1 billion chips, with its smart set-top box chips used in one out of every three global smart set-top boxes and its smart TV chips in one out of every five smart TVs in 2024 [3] - The company serves over 250 global mainstream operators and 14 of the top 20 global TV brands, becoming the "brain" of millions of screens in over 100 countries and regions [3] Financial Performance - The global smart device SoC market is projected to grow from $41.9 billion in 2020 to $65.7 billion in 2024, with a compound annual growth rate (CAGR) of 11.9%, and expected to reach $131.4 billion by 2029, with a CAGR of 14.9% from 2024 to 2029 [4] - For the fiscal years ending June 30, 2022, 2023, 2024, and the first half of 2025, the company reported revenues of approximately RMB 5.545 billion, RMB 5.371 billion, RMB 5.926 billion, and RMB 3.330 billion respectively [4][6] - The gross profit margins for these periods were 35.1%, 33.2%, 37.1%, and 37.5% respectively, indicating a positive trend in profitability [6]
晶晨半导体(上海)向港交所提交上市申请书
Ge Long Hui· 2025-09-25 14:51
Group 1 - The core point of the article is that AmLogic (Shanghai) Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange [1] - The joint sponsors for the listing application are CICC and Haitong International [1]
晶晨股份股价连续3天上涨累计涨幅14.48%,易方达基金旗下1只基金持1394.93万股,浮盈赚取1.84亿元
Xin Lang Cai Jing· 2025-09-24 07:16
Core Viewpoint - The stock price of Amlogic Co., Ltd. has increased by 3.31% on September 24, reaching 104.18 CNY per share, with a total market capitalization of 43.87 billion CNY, reflecting a cumulative increase of 14.48% over the past three days [1] Group 1: Company Overview - Amlogic Co., Ltd. is located in Shanghai and was established on July 11, 2003, with its IPO on August 8, 2019 [1] - The company specializes in the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] Group 2: Shareholder Insights - E Fund's fund, the E Fund SSE STAR 50 ETF (588080), is among the top ten circulating shareholders of Amlogic, having increased its holdings by 475,300 shares in Q2, now holding 13.95 million shares, which is 3.31% of the circulating shares [2] - The fund has generated an estimated floating profit of approximately 46.59 million CNY today and 184 million CNY over the past three days [2] - The E Fund SSE STAR 50 ETF was established on September 28, 2020, with a current size of 62.68 billion CNY and a year-to-date return of 42.54% [2] Group 3: Fund Performance - The E Fund SSE STAR Artificial Intelligence ETF (588730) has also increased its holdings in Amlogic by 21,620 shares in Q2, now holding 603,800 shares, which constitutes 5.65% of the fund's net value [3] - This fund has achieved a floating profit of approximately 2.02 million CNY today and 7.96 million CNY over the past three days [3] - The E Fund SSE STAR Artificial Intelligence ETF was established on January 16, 2025, with a current size of 759 million CNY and a cumulative return of 53.52% since inception [3]
晶晨股份:关于选举第三届董事会职工代表董事的公告
Zheng Quan Ri Bao· 2025-09-23 07:41
Group 1 - The company announced the election of Zhao Dan as the employee representative director of the third board of directors during the employee representative meeting held on September 22, 2025 [2] - Zhao Dan's term will last from the date of approval at the employee representative meeting until the end of the third board's term [2]
晶晨股份(688099) - 晶晨半导体(上海)股份有限公司章程
2025-09-22 11:16
晶晨半导体(上海)股份有限公司 章 程 二 O 二五年九月 | 第一章 | 总则 - | 1 - | | --- | --- | --- | | 第二章 | 经营宗旨和范围 - | 2 - | | 第三章 | 股份 - | 2 - | | 第一节 | 股份发行 - | 2 - | | 第二节 | 股份增减和回购 - | 4 - | | 第三节 | 股份转让 - | 5 - | | 第四章 | 股东和股东会 - | 6 - | | 第一节 | 股东的一般规定 - | 6 - | | 第二节 | 控股股东和实际控制人 - | 9 - | | 第三节 | 股东会的一般规定 - | 10 - | | 第四节 | 股东会的召集 - | 12 - | | 第五节 | 股东会的提案与通知 - | 13 - | | 第六节 | 股东会的召开 - | 15 - | | 第七节 | 股东会的表决和决议 - | 17 - | | 第五章 | 董事和董事会 - | 21 - | | 第一节 | 董事的一般规定 - | 21 - | | 第二节 | 独立董事 - | 25 - | | 第三节 | 董事会 - | 30 - | | 第四 ...
晶晨股份(688099) - 晶晨股份关于选举第三届董事会职工代表董事的公告
2025-09-22 11:15
证券代码:688099 证券简称:晶晨股份 公告编号:2025-066 晶晨半导体(上海)股份有限公司 关于选举第三届董事会职工代表董事的公告 本公司董事会及全体董事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。 晶晨半导体(上海)股份有限公司(以下简称 "公司")于2025年9月22 日召开2025年第一次临时股东大会,审议通过了《关于变更注册资本、取消监事 会并修订<公司章程>及相关议事规则的议案》。根据修订后的《晶晨半导体(上 海)股份有限公司章程》(以下简称"《公司章程》"),公司董事会设职工代 表董事1名,由公司职工通过职工代表大会或者其他形式民主选举产生。 公司于2025年9月22日召开了职工代表大会,经过民主讨论、表决,选举赵 丹女士(简历详见附件)为公司第三届董事会职工代表董事,任期自本次职工代 表大会审议通过之日起至第三届董事会任期届满之日止。赵丹女士符合《中华人 民共和国公司法》《公司章程》等相关规定的任职资格和条件,并将按照相关法 律法规及规定行使职权。 本次选举完成后,公司董事会中兼任公司高级管理人员职务的董事以及由职 ...
晶晨股份(688099) - 晶晨股份2025年第一次临时股东大会决议公告
2025-09-22 11:15
证券代码:688099 证券简称:晶晨股份 公告编号:2025-065 重要内容提示: 本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东大会召开的时间:2025 年 9 月 22 日 (二) 股东大会召开的地点:上海市浦东新区秀浦路 2555 号漕河泾康桥商务绿 洲 E5 栋一楼会议室 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 334 | | --- | --- | | 普通股股东人数 | 334 | | 2、出席会议的股东所持有的表决权数量 | 189,062,633 | | 普通股股东所持有表决权数量 | 189,062,633 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 44.9821 | | 例(%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 44.9821 | 晶晨半导体(上海)股份有限公司 2025年第一次临时股东大会决议公告 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 ...