Market Overview - On May 30, the three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.47% to 3347.49 points, the Shenzhen Component Index down by 0.85% to 10040.63 points, and the ChiNext Index decreasing by 0.96% to 1993.19 points [1]. Fund Manager Changes - In the past 30 days (April 30 to May 30), a total of 513 fund managers have left their positions across various funds. On May 30 alone, 39 funds announced changes in fund managers, with 6 leaving due to job changes and 2 due to personal reasons [1]. - Notable fund managers who left include those managing a total of 15 funds and 24 funds respectively, indicating significant turnover that could impact fund performance [1]. New Fund Managers - New fund managers have taken over several funds, including Yan Peixian at China Europe Fund, managing assets totaling 12.365 billion yuan, with a notable return of 87.82% over 10 years and 49 days on the China Europe Pure Bond One Year A fund [3]. - Other new appointments include managers for the China Europe Xingyue Bond A and C funds, as well as the China Europe Xingying One Year Open Bond Initiation fund [3]. Fund Research Activity - In the last month, Huaxia Fund conducted the most company research, engaging with 67 listed companies, followed by Bosera Fund with 62 and Harvest Fund with 60 [5]. - The most researched industry was specialized equipment, with 278 instances of fund company inquiries, followed by the medical device sector with 210 inquiries [5]. Individual Stock Research - The most researched stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the research, followed by Anji Technology and Heng'erda with 82 and 80 respectively [6]. - In the past week (May 23 to May 30), Huafeng Technology led with 33 fund institutions conducting research, followed by Jucheng Co., Kexing Pharmaceutical, and Aisen Co. with 27, 24, and 17 respectively [6].

Group 1: 聚辰股份 - The company has a full range of automotive-grade EEPROM products, widely used in automotive smart cockpits, three-electric systems, visual perception, chassis transmission, and micro-motors [1] - Automotive-grade EEPROM business accounts for nearly 10% of the company's total revenue, indicating significant room for market share growth [1] - The company is actively expanding into overseas markets such as Europe, the United States, South Korea, and Japan, with sales and revenue experiencing rapid growth [1] - The average usage of EEPROM per vehicle was 5-6 units in 2013, and it is expected to exceed 40 units for some new energy vehicles by 2024, indicating a rapidly growing market size [1] - The demand for SPD business expansion is further supported by the PC replacement cycle driven by Windows 11 and IPC [1] Group 2: 新时达 - The company is conducting in-depth research in the fields of embodied intelligent robots and humanoid robots, with plans to launch products by the end of 2025 [2] - A transaction with Haier has received domestic and international approvals, pending compliance review and transfer procedures from the Shenzhen Stock Exchange [2] - The company focuses on core technologies driven by research and development, with six specialized subsidiaries and a leading position in the global elevator control business [2] - Key technology features include integrated drive control, multi-core heterogeneous control architecture, and a self-controlled real-time operating system [2] - The company has mastered critical technologies such as robot controllers, servo drives, and system software, with 100% self-supply of core components [2]

Group 1 - The core viewpoint of the news highlights the recent research conducted by the well-known private equity firm Ruiyi Investment on a listed company, focusing on the operational performance of Jucheng Co., Ltd. in the first quarter of 2025 [1] - Jucheng Co., Ltd. offers a full range of automotive-grade EEPROM products, which are widely used in four major systems: intelligent cockpit, three electric systems, visual perception, and chassis transmission [1] - Although the revenue from automotive-grade EEPROM accounts for nearly 10% of the company's total revenue, the global market share remains low, indicating significant room for growth [1] Group 2 - The company is actively expanding into overseas markets such as Europe, the United States, South Korea, and Japan, successfully introducing products to several leading global automotive electronic Tier 1 suppliers, resulting in rapid growth in sales and revenue [1] - The average usage of EEPROM per vehicle was 5-6 units in 2013, and it is expected that some new energy vehicles will exceed 40 units by 2024, indicating a continuously growing market size [1] - Additionally, the demand driven by Windows 11 and IPC is creating greater opportunities for the expansion of the SPD business [1]

证券代码：688123 证券简称：聚辰股份 公告编号：2025-029 聚辰半导体股份有限公司 股东询价转让定价情况提示性公告 宁波亦鼎创业投资合伙企业（有限合伙）保证向聚辰半导体股份有限公司提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 根据 2025 年 5 月 27 日询价申购情况，本次询价转让初步确定的转让价 格为 63.19 元/股。 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 经营。 特此公告。 聚辰半导体股份有限公司董事会 2025 年 5 月 28 日 一、本次询价转让初步定价 （一）经向机构投资者询价后，聚辰半导体股份有限公司（以下简称"公司"） 股东询价转让（以下简称"本次询价转让"）初步确定的转让价格为 63.19 元/股。 （二）参与本次询价转让报价的机构投资者家数为 17 家，涵盖了基金管理 公司、合格境外机构投资者、私募基金管理人、证券公司等专业机构投资者。参 与本次询价转让报价的机构投资者合计有效认购股份数量为 ...

智通财经5月27日电，聚辰股份(688123.SH)公告称，根据2025年5月27日询价申购情况，本次询价转让 初步确定的转让价格为63.19元/股。参与报价的机构投资者家数为17家，合计有效认购股份数量为 5,170,000股，对应有效认购倍数为1.36倍。本次询价转让拟转让股份已获全额认购，初步确定受让方为 15家机构投资者，拟受让股份总数为3,800,000股。 聚辰股份：询价转让初步确定价格为63.19元/股 ...

Key Points - The core viewpoint of the announcement is the plan for a share transfer by Ningbo Yiding Venture Capital Partnership, which intends to transfer 3,800,000 shares of Jucheng Semiconductor Co., Ltd., accounting for 2.40% of the total share capital [1][3]. Group 1: Share Transfer Details - The transferring party, Ningbo Yiding Venture Capital Partnership, is not a controlling shareholder, actual controller, director, or senior management of the company, but holds more than 5% of the shares [2][3]. - The share transfer will not be conducted through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the transfer [1][3]. - The transfer is motivated by the transferring party's need for funds [3]. Group 2: Transfer Pricing and Conditions - The minimum transfer price will be set at no less than 70% of the average trading price over the 20 trading days prior to May 26, 2025 [5]. - The transfer process will prioritize price, quantity, and time of submission for determining the final transfer price [5]. - The acquirers must be institutional investors with appropriate pricing capabilities and risk tolerance, including various types of financial institutions [5].

证券代码：688123 证券简称：聚辰股份 公告编号：2025-028 聚辰半导体股份有限公司 股东询价转让计划书 宁波亦鼎创业投资合伙企业（有限合伙）保证向聚辰半导体股份有限公司提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 拟参与聚辰半导体股份有限公司（以下简称"聚辰股份"或"公司"）首 发前股东询价转让（以下简称"本次询价转让"）的股东为宁波亦鼎创业投资合 伙企业（有限合伙）（以下简称"亦鼎投资"或"出让方"）； 出让方拟转让股份的总数为 3,800,000 股，占聚辰股份总股本的比例为 2.40%； 本次询价转让的出让方为公司持股 5%以上股东，与公司控股股东、实际 控制人、董事、高级管理人员不存在关联关系； 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 （一）出让方的名称 ...

中信证券股份有限公司 关于聚辰半导体股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受聚辰半导体股份有限公 司（以下简称"聚辰股份"）股东宁波亦鼎创业投资合伙企业（有限合伙）（以 下简称"出让方"）委托，组织实施本次聚辰股份首发前股东向特定机构投资者 询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"）等 相关规定，中信证券对参与本次询价转让股东的相关资格进行核查，并出具本核 查意见。 二、关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 根据相关法规要求，中信证券对出让方的相关资格进行了核查。出让方已出 具《关于向特定机构投资者询价转让首次公开发行前已发行股份出让方资格相关 事宜的承诺 ...

Group 1 - The core point of the article is that Yuzhen Co., Ltd. (688123.SH) announced that its shareholder Yiding Investment plans to transfer 3.8 million shares, accounting for 2.40% of the company's total share capital, through a pricing inquiry method [1] - The transferor has no affiliation with the company's controlling shareholder, actual controller, directors, or senior management, and the shares being transferred have been released from restrictions [1] - The reason for the transfer is due to the transferor's own funding needs [1] Group 2 - The transferee must possess corresponding pricing capability and risk tolerance, including qualified institutional investors and other private fund managers who have registered with the Asset Management Association of China [1]

聚辰半导体股份有限公司 关于核心技术人员调整的公告 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。 重要内容提示： 证券代码：688123 证券简称：聚辰股份 公告编号：2025-027 ● 公司结合全球市场副总裁邵丹先生的任职履历，以及对公司多个主要产品 线业务发展及研发项目的领导和参与情况等因素，认定其为公司核心技术人员。 ● 考虑到公司原核心技术人员李强先生现担任公司控股子公司上海聚栋半 导体有限公司总经理职务，不再参与具体研发项目，公司不再认定李强先生为公 司核心技术人员。 ● 上述核心技术人员调整不会对公司核心竞争力与持续经营能力产生影响。 一、核心技术人员调整的具体情况 聚辰半导体股份有限公司（以下简称"公司"）结合全球市场副总裁邵丹先 生的任职履历，以及对公司多个主要产品线业务发展及研发项目的领导和参与情 况等因素，认定其为公司核心技术人员。同时，考虑到公司原核心技术人员李强 先生现担任公司控股子公司上海聚栋半导体有限公司总经理职务，不再参与具体 研发项目，公司不再认定李强先生为核心技术人员。 邵丹，男，19 ...