Group 1 - The core viewpoint of the news highlights a significant rise in computing chip stocks, with Dongxin Co., Ltd. experiencing an increase of over 12% [1] - Tianpu Co., Ltd. has achieved two consecutive trading limits, indicating strong market performance [1] - Other companies such as Broadcom Integration, Wantong Development, and Cambricon Technologies also saw notable stock price increases, with some rising over 5% [1]

Core Viewpoint - Dongxin Semiconductor Co., Ltd. has shown significant stock price volatility and performance metrics, with a notable increase in stock price year-to-date, but recent declines in the short term [1][2]. Financial Performance - As of September 30, 2025, Dongxin Semiconductor reported a revenue of 573 million yuan, representing a year-on-year growth of 28.09%. However, the net profit attributable to shareholders was -146 million yuan, a decrease of 12.16% year-on-year [2]. - The company has cumulatively distributed 135 million yuan in dividends since its A-share listing, with 55.72 million yuan distributed over the past three years [3]. Stock Market Activity - On November 25, the stock price increased by 2.02% to 98.00 yuan per share, with a trading volume of 683 million yuan and a turnover rate of 1.59%, resulting in a total market capitalization of 43.34 billion yuan [1]. - Year-to-date, the stock price has surged by 293.57%, but it has experienced a decline of 9.90% over the last five trading days [1]. Shareholder Composition - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by the third-largest shareholder, and new entries from Hong Kong Central Clearing Limited and Guolian An Semiconductor ETF [3].

Core Viewpoint - Dongxin Semiconductor Co., Ltd. experienced a 5.06% decline in stock price, closing at 94.62 CNY per share, with a total market capitalization of 41.846 billion CNY [1] Company Overview - Dongxin Semiconductor, established on November 26, 2014, and listed on December 10, 2021, is located in Shanghai and focuses on the research, design, and sales of general-purpose storage chips with small to medium capacity [1] - The revenue composition of the company is as follows: NAND 57.08%, MCP 25.88%, DRAM 10.43%, NOR 6.15%, Other (supplementary) 0.25%, and Technical Services 0.21% [1] Fund Holdings - According to data, Bosera Fund has one fund heavily invested in Dongxin Semiconductor, specifically the Bosera Sci-Tech 100 ETF (588030), which held 1.7925 million shares as of the third quarter, accounting for 2.67% of the fund's net value, making it the third-largest holding [2] - The Bosera Sci-Tech 100 ETF was established on September 6, 2023, with a latest scale of 7.179 billion CNY and has achieved a year-to-date return of 37.58% [2] Fund Manager Performance - The fund manager of Bosera Sci-Tech 100 ETF is Tang Yibing, who has been in the position for 3 years and 127 days, managing assets totaling 11.187 billion CNY [3] - During Tang's tenure, the best fund return was 63.03%, while the worst return was -41.93% [3]

Core Insights - Dongxin Semiconductor Co., Ltd. has experienced a significant stock price increase of 322.05% year-to-date, with a recent 12.40% rise over the last five trading days [1] - The company reported a revenue of 573 million yuan for the first nine months of 2025, reflecting a year-on-year growth of 28.09%, while the net profit attributable to shareholders was a loss of 146 million yuan, a decrease of 12.16% year-on-year [2] Financial Performance - As of November 21, Dongxin's stock price was 105.09 yuan per share, with a market capitalization of 46.476 billion yuan [1] - The company has seen a net outflow of 35.23 million yuan in principal funds, with large orders accounting for 44.16% of total buying and 46.13% of total selling [1] - Cumulative cash distribution since the A-share listing amounts to 135 million yuan, with 55.72 million yuan distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 168.45% to 51,300, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2] - Major shareholders include the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which holds 7.0325 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 3.6808 million shares [3]

Group 1 - Dongxin Co., Ltd. (SH 688110) announced on November 20 that its third board meeting will be held on the same day, discussing the share repurchase plan [1] - For the fiscal year 2024, Dongxin's revenue composition is 99.75% from integrated circuits and 0.25% from other businesses [1] - As of the report, Dongxin's market capitalization stands at 47.5 billion yuan [1]

Core Insights - On November 20, several companies disclosed their share repurchase and reduction plans, indicating varying levels of confidence in their stock performance [1] Group 1: Share Repurchase Plans - Eddie Precision plans to repurchase A-shares worth between 100 million to 200 million yuan [2] - Aviation Materials plans to repurchase shares worth between 50 million to 100 million yuan [2] - Changshu Bank's executives plan to increase their holdings by no less than 550,000 shares [2] Group 2: Share Reduction Plans - New Hongze's major shareholder reduced their holdings during a period of abnormal stock fluctuations [2] - General Electric's Singapore company plans to reduce its holdings by no more than 3% in China Xidian [2] - Senior management of Lifespring Pharmaceutical plans to reduce their holdings by no more than 0.0044% [2] - Shareholder Zhoushan Ruihao of Wan Feng plans to reduce holdings by no more than 1.75% [2] - Shareholders of Dongxin plan to collectively reduce holdings by no more than 0.71% [2] - Haigang Group, a shareholder of Hainan Mining, plans to reduce holdings by no more than 0.75% [2] - Actual controller Zhang Guifeng of Fulongma reduced 3.7812 million shares from November 19 to November 20 [2] - Shareholder Dongguan Kechuang Investment Group of Shengyi Electronics plans to reduce holdings by no more than 1% [2] - Shareholder Qinyi Partnership of Yayi Technology plans to reduce holdings by no more than 0.25% [2] - Controlling shareholder Yuansi Industrial of New City plans to reduce holdings by no more than 3% [2] - Controlling shareholder of Kaishan plans to reduce holdings by no more than 1% [2] - The largest shareholder of Tuo Jing Technology, the National Fund, plans to reduce holdings by no more than 3% [2] - Controlling shareholder Li Zheng of Wajinjiao plans to reduce holdings by no more than 3% [2] - Shareholder Shanxi Huaxin Hai of Baose plans to reduce holdings by no more than 1% [2] - Shareholders of Huaya Intelligent plan to collectively reduce holdings by 399.21 million shares, accounting for 2.98% of total share capital [2] - Directors and executives of Changxin Bochuang plan to collectively reduce holdings by no more than 0.05% [2] - Shareholders of Longxun plan to collectively reduce holdings by no more than 2.63% [2] - Some directors and executives of Fulede plan to collectively reduce holdings by no more than 0.0104% [2]

Core Viewpoint - Dongxin Co., Ltd. (688110.SH) announced a plan to repurchase and reduce shares through centralized bidding, indicating a strategic move to manage its equity structure and respond to funding needs [1] Group 1: Share Repurchase Plan - The company plans to reduce no more than 3 million shares of its repurchased stock within three months, starting 15 trading days after the announcement, which represents approximately 0.6783% of the total share capital [1] - The reduction will be executed through centralized bidding at market prices [1] Group 2: Individual Shareholder Reduction - Ms. Xie Yingxia intends to reduce her holdings by no more than 140,600 shares, which accounts for up to 0.0318% of the total share capital, within a three-month period starting from December 15, 2025, after a 15 trading day waiting period [1] - The reduction will also be conducted through centralized bidding [1]

Core Viewpoint - Dongxin Co., Ltd. (688110.SH) announced a plan to repurchase and reduce shares through centralized bidding, indicating a strategic move to manage its capital structure and respond to funding needs [1] Group 1: Share Repurchase Plan - The company plans to reduce no more than 3 million shares, which represents approximately 0.6783% of its total share capital, through centralized bidding within three months after the announcement [1] - The share reduction will commence 15 trading days after the announcement date [1] Group 2: Individual Shareholder Reduction - Ms. Xie Yingxia intends to reduce her holdings by no more than 140,600 shares, accounting for up to 0.0318% of the company's total share capital [1] - This reduction is planned to occur within three months following the 15 trading day period post-announcement, specifically from December 15, 2025, to March 14, 2026, with a window period during which no shares will be sold [1]

证券代码：688110 证券简称：东芯股份 公告编号：2025-077 东芯半导体股份有限公司 关于回购股份集中竞价减持股份 暨董监高减持股份计划公告 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： 回购股份的基本情况 东芯半导体股份有限公司（以下简称"公司"或"本公司"）于 2024 年 7 月 9 日至 2024 年 10 月 8 日期间累计回购公司股份 5,506,814 股，占公司总股本 的 1.2452%。前述回购的股份用于维护公司价值及股东权益，将在披露回购结果 暨股份变动公告 12 个月后采用集中竞价交易方式出售。如公司未能在股份回购 结果暨股份变动公告日后三年内出售完毕已回购股份，尚未出售的已回购股份将 予以注销。截至本公告披露日，公司尚未减持或转让前述股份。 董监高持股的基本情况 截至本公告日，公司董事、总经理谢莺霞女士持有东芯半导体股份有限公司 股份 562,500 股，占公司总股本的比例为 0.1272%。上述股份均来源于公司首次 公开发行前持有的股份，且已于 2022 年 ...

证券代码：688110 证券简称：东芯股份 公告编号：2025-076 （一）审议通过《关于回购股份集中竞价减持股份计划的议案》 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的规定 以及公司《关于以集中竞价交易方式回购股份的回购报告书》的有关要求，董事 会同意公司通过集中竞价交易方式，按照市场价格累计减持不超过 3,000,000 股 已回购股份，占公司总股本的 0.6783%。公司本次减持回购股份收回资金将用于 补充公司日常经营所需要的流动资金，收回金额与库存股成本的差额部分将计入 或者冲减公司资本公积，不会对公司的经营、财务和未来发展产生重大影响。若 此期间公司发生送红股、资本公积金转增股本等导致公司股本总数变动的情形， 公司将对减持股份数量进行相应调整。 表决结果：9 票同意，0 票反对，0 票弃权，0 票回避。 东芯半导体股份有限公司 第三届董事会第七次会议决议公告 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。 一、董事会会议召开情况 东芯半导体股份有限公司（以下简称"公司"）于 2025 年 ...