Suspension - New Dazheng is planning to issue shares and pay cash to acquire no less than 51% equity of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., and is raising matching funds, resulting in stock suspension [1] Mergers and Acquisitions - Jingchen Co., Ltd. intends to acquire 100% equity of Chipmike Semiconductor for a total consideration of 316 million yuan [2] - Shangluo Electronics plans to acquire 88.79% equity of Ligon Technology, a distributor of IC products, for 700 million yuan [3] Share Buybacks and Equity Transfers - Canrui Technology plans to repurchase shares for 20 million to 40 million yuan, with a maximum repurchase price of 52.46 yuan per share [4] - Kejie Intelligent is adjusting its maximum repurchase price from 15.77 yuan per share to 23.73 yuan per share [4] - Xindian Software's chairman proposed a share repurchase of 30 million to 50 million yuan [4] - Industrial Fulian is repurchasing and canceling 1.2855 million restricted stock options [5] - Kexing Pharmaceutical's shareholder inquiry transfer is preliminarily priced at 30.88 yuan per share, representing a 28% discount from today's closing price [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of the total share capital through inquiry [7] External Investments and Daily Operations - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project worth approximately 15 billion yuan, with production planned to start in 2027 [8] - Sileck has signed an investment cooperation agreement for a 230 million yuan new energy precision structural components project [9] - Longmag Technology's wholly-owned subsidiary in Vietnam plans to invest approximately 210 million yuan to construct a second-phase project, adding 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and supporting 25,000 tons of pre-burned material capacity [9] - Kangtai Biological's Sabin strain inactivated polio vaccine (Vero cells) has been approved for market launch [10] - Zhongding Co., Ltd. possesses core technology in humanoid robots and has signed strategic cooperation agreements with multiple enterprises [11] - Dingtong Technology plans to invest 15 million USD to establish a wholly-owned subsidiary in Vietnam for the research and production of optical module liquid cooling radiators [12] - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adult patients, with no similar oral formulations approved globally [12] - Longmag Technology plans to invest 210 million yuan in the second phase of its Vietnam project to achieve localized supply of permanent magnet ferrite raw materials [13]

Core Viewpoint - The company, Jingchen Co., Ltd. (688099.SH), plans to acquire 100% equity of ChipMinds Semiconductor (Jiaxing) Co., Ltd. for a total consideration of RMB 316 million, which will make ChipMinds a wholly-owned subsidiary and included in the company's consolidated financial statements [1] Group 1 - The target company possesses an excellent core team and established R&D team in the wireless communication field [1] - ChipMinds has rich technical accumulation and complete products and solutions in the Internet of Things (IoT), Vehicle Networking, and mobile smart terminal sectors [1] - Six chip models have completed tape-out in the aforementioned fields, with one chip already generating revenue in IoT modules, smart student cards, and mobile smart terminal scenarios [1] Group 2 - Jingchen Co., Ltd. is a supplier of platform-level SoC chip overall solutions and has maintained high-intensity R&D investment in the broad AIoT field [1] - The acquisition aims to achieve deep synergy and complementarity of technical capabilities between both parties [1]

Core Viewpoint - The company plans to acquire 100% equity of ChipMic Microelectronics (Jiaxing) Co., Ltd. for a total consideration of RMB 316.11 million, which will enhance its capabilities in the AIoT sector and expand its product offerings in communication technology [1] Group 1: Acquisition Details - The acquisition will make ChipMic a wholly-owned subsidiary and will be included in the company's consolidated financial statements [1] - The transaction price is set at RMB 316.11 million [1] Group 2: Strategic Benefits - ChipMic has a strong core team and established R&D capabilities in wireless communication, particularly in IoT, vehicle networking, and mobile smart terminals [1] - The integration of ChipMic's technology will enhance the company's technical capabilities in cellular communication and Wi-Fi, creating a multi-dimensional communication technology stack [1] Group 3: Product Development and Market Expansion - The acquisition will allow the company to expand its AIoT product applications in wide-area network (WAN) scenarios, leveraging its existing partnerships with over 250 global operators [1] - The integration aims to meet the high intelligence, high data volume, and high computing power demands in the automotive sector, facilitating advanced communication solutions for smart driving [1] - The collaboration will also enhance the company's Wi-Fi and Bluetooth product lines, enabling advancements towards Wi-Fi 7 and low-power Wi-Fi 1x1 products [1]

Group 1 - The company, Jingchen Co., plans to acquire 100% equity of Chip Micro Semiconductor (Jiaxing) Co., Ltd. for a total consideration of RMB 316 million [1] - Upon completion of the transaction, Chip Micro will become a wholly-owned subsidiary of Jingchen and will be included in the company's consolidated financial statements [1] - Chip Micro possesses a strong core team and established R&D team in the wireless communication field, with significant technical accumulation and complete product solutions in IoT, V2X, and mobile smart terminal sectors [1] Group 2 - The target company has six chip models that have completed tape-out, with one chip already generating revenue in IoT modules, smart student cards, and mobile smart terminal scenarios [1] - Jingchen, as a supplier of platform-level SoC chip solutions, has consistently maintained high R&D investment in the broader AIoT field, aiming for deep synergy and complementarity in technical capabilities through this acquisition [1]

Core Viewpoint - The company plans to acquire 100% equity of ChipMic Semiconductor (Jiaxing) Co., Ltd. for a total consideration of RMB 316.11 million, which will make ChipMic a wholly-owned subsidiary and included in the company's consolidated financial statements [1] Group 1: Acquisition Details - The acquisition price is set at RMB 316.11 million, and upon completion, ChipMic will be fully integrated into the company's operations [1] - ChipMic possesses a strong core team and established R&D capabilities in the wireless communication sector, with six chip models already completed and generating revenue in IoT modules and smart student cards [1] Group 2: Strategic Benefits - The acquisition will enhance the company's technical capabilities in cellular communication and Wi-Fi technology, creating a multi-dimensional communication technology stack that includes "cellular communication + optical communication + Wi-Fi" [1] - The integration of ChipMic's communication technology will expand the company's AIoT product applications in wide-area network (WAN) scenarios, leveraging the company's existing partnerships with over 250 global operators [1] Group 3: Product Development - The combined technology will meet the high intelligence, high data volume, and high computing power demands in the automotive sector, facilitating advanced communication solutions for smart cockpits and assisted driving [1] - The integration will also enhance the company's W series product line, advancing towards higher bandwidth Wi-Fi 7 and lower power consumption Wi-Fi 1x1 products [1]

Core Viewpoint - The company plans to acquire 100% equity of ChipMinds Microelectronics (Jiaxing) Co., Ltd. for a total consideration of 316 million yuan, which will make ChipMinds a wholly-owned subsidiary and included in the company's consolidated financial statements [1] Group 1 - The acquisition price is set at 316 million yuan [1] - ChipMinds has a strong technological foundation and complete product solutions in the fields of IoT, automotive networking, and mobile smart terminals [1] - The target company has completed the tape-out of six chip models, with one chip already generating revenue in applications such as IoT modules, smart student cards, and mobile smart terminals [1]

每经AI快讯，9月15日，晶晨股份公告，公司拟以现金方式收购芯迈微半导体（嘉兴）有限公司100%股 权，收购对价合计为人民币3.16亿元。交易完成后，芯迈微将成为公司全资子公司，纳入公司合并报表 范围。本次交易不构成关联交易，亦未构成《上市公司重大资产重组管理办法》规定的重大资产重组。 本次交易已经公司第三届董事会第二十一次会议审议通过。本次交易事项无需提交公司股东大会审议。 每日经济新闻 ...

证券代码：688099 证券简称：晶晨股份 公告编号：2025-064 晶晨半导体（上海）股份有限公司 关于以现金方式收购 芯迈微半导体（嘉兴）有限公司 100%股权的公告 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： 晶晨半导体（上海）股份有限公司（以下简称"公司"或"晶晨股份"） 拟以现金方式收购芯迈微半导体（嘉兴）有限公司（以下简称"芯迈微"或"标 的公司"或"交易标的"）100%股权，收购对价合计为人民币 31,611 万元（以 下简称"本次交易"或"本次收购"）。交易完成后，芯迈微将成为公司全资子 公司，纳入公司合并报表范围。 本次交易不构成关联交易，亦未构成《上市公司重大资产重组管理办 法》（以下简称"《重组管理办法》"）规定的重大资产重组。 本次交易已经公司第三届董事会第二十一次会议审议通过。本次交易事 项无需提交公司股东大会审议。 本次交易的标的公司拥有无线通信领域优秀的核心团队与成建制的研发 团队，在物联网、车联网、移动智能终端领域拥有丰富的技术积累和完整的产品 与解决方案， ...

Core Viewpoint - The A-share technology innovation chip sector experienced significant movement on September 15, with the Sci-Tech Chip 50 ETF (588750) showing a trading amplitude of 4.32% and a transaction volume exceeding 1.2 billion yuan, indicating strong market interest in semiconductor stocks [1][2]. Group 1: Market Performance - The Sci-Tech Chip 50 ETF opened at 1.493 and reached a high of 1.508, with a low of 1.445, reflecting a trading volume of 82.24 million shares [1]. - Key component stocks such as SiRuPu surged over 15%, while NaXinWei and AiWei Electronics rose over 12% and 7% respectively, indicating a strong rally in the chip sector [1]. Group 2: Policy Impact - On September 13, the Ministry of Commerce announced an anti-dumping investigation into imported analog chips from four U.S. manufacturers, which could significantly impact the domestic semiconductor market [3][4]. - The investigation targets general-purpose interface chips and gate driver chips, with a reported dumping margin exceeding 300% and a market share of 41% in China [4]. Group 3: Industry Growth - The global semiconductor market is projected to grow, with a forecasted size of $346 billion in the first half of 2025, reflecting an 18.9% year-on-year increase, while domestic analog chip companies are expected to see a 30% increase in net profit [4][5]. - The domestic analog chip sector is entering a "triple dividend period" characterized by policy protection, technological breakthroughs, and domestic substitution [4]. Group 4: Company Performance - Domestic analog companies showed strong performance in Q2 2025, with significant growth in sectors such as industrial and photovoltaic, alongside stable consumer demand [5][6]. - Notable companies in the sector include Shengbang Co., which reported a 21% year-on-year revenue increase, and NaXinWei, which saw a 66% increase [6].

Core Viewpoint - The competition among the three leading domestic ASIC design companies, Rockchip, Amlogic, and Allwinner, is intensifying as AI transitions from cloud to edge, showcasing distinct performance and strategic focuses in the semiconductor industry [2][18]. Financial Performance - Rockchip achieved a remarkable net profit growth of over 190% year-on-year, while Amlogic's net profit growth was close to 40%, indicating stable growth. In contrast, Allwinner's net profit of 1.61 billion yuan shows a gradual decline [2][3]. - For the first half of 2025, Rockchip reported operating revenue of 20.46 billion yuan, a year-on-year increase of 63.85%, and a net profit of 5.31 billion yuan, reflecting a growth rate of 190.61%. Amlogic's revenue was 33.3 billion yuan with a growth rate of 10.42%, while Allwinner's revenue was 13.37 billion yuan, growing by 25.82% [3][4]. Market Positioning and Strategy - Rockchip focuses on high-end markets, particularly in automotive electronics and robotics, establishing strategic partnerships with key clients like GAC and Yushutech [4][6]. - Amlogic is a leader in the smart set-top box chip market, deeply integrated with operators and streaming platforms, securing certifications from Netflix, Google, and Amazon [5][10]. - Allwinner's product line spans smart home, smart audio, and new energy vehicles, but it faces challenges in penetrating high-end markets [6][11]. Technological Development - Rockchip leads in intellectual property with a total of 1,681 applications, while Amlogic and Allwinner have 938 and 1,100 applications, respectively [7]. - Amlogic has commercialized its 6nm chip, achieving sales of over 4 million units in the first half of 2025, while Rockchip is developing a 5nm chip to enhance its automotive and robotics market presence [7][9]. Customer Base and Market Dynamics - The customer structure of the three companies reflects their market positioning, with Amlogic establishing high entry barriers through partnerships with major operators [10][11]. - Rockchip's focus on high-end manufacturing and automotive clients has led to increased product value, while Allwinner's diverse customer base lacks concentration in high-end markets [11][12]. Future Outlook - The founders of the three companies express confidence in their respective strategies, with Rockchip emphasizing R&D investment in automotive and robotics, Amlogic focusing on audio-visual markets, and Allwinner aiming to enhance competitiveness in high-end markets [12][16]. - The edge AI chip market is expected to grow significantly, with projections indicating a market size of $20 billion by 2027, driven by the need for local processing to enhance privacy and reduce latency [16].