证券代码：688123 证券简称：聚辰股份 公告编号：2025-032 宁波梅山保税港区登矽全投资管理合伙企业（有限合伙）、宁波梅山保税港 区望矽高投资管理合伙企业（有限合伙）、宁波梅山保税港区建矽展投资管理合 伙企业（有限合伙）、宁波梅山保税港区发矽腾投资管理合伙企业（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"）的股东为宁波梅山保税港区登 矽全投资管理合伙企业（有限合伙）（以下简称"登矽全"）、宁波梅山保税港区 望矽高投资管理合伙企业（有限合伙）（以下简称"望矽高"）、宁波梅山保税港 区建矽展投资管理合伙企业（有限合伙）（以下简称"建矽展"）、宁波梅山保税 港区发矽腾投资管理合伙企业（有限合伙）（以下简称"发矽腾"）（以上股东合 并简称"出让方"）； 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 ...

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 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"）股东宁波梅山保税港区登矽全投资管理合伙企业（有 限合伙）、宁波梅山保税港区望矽高投资管理合伙企业（有限合伙）、宁波梅山 保税港区建矽展投资管理合伙企业（有限合伙）、宁波梅山保税港区发矽腾投资 管理合伙企业（有限合伙）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》《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》（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。 一、本次询价转让的委托 中信证券已收到出让方关于本次询价转让的委托，委托中信证券组织实施本 次询价转让。 二、关于参与本次 ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [8] Core Insights - The report highlights significant opportunities in the storage sector driven by continuous price increases, AI catalysis, and accelerated domestic production [2][3][5] - The semiconductor storage market is expected to gradually recover starting from the end of March 2025, with both DRAM and NAND entering an upward price channel [3][16] - The demand for storage is being propelled by AI applications, with expectations for substantial growth in HBM and DDR5 demand by 2025 [4][81] Summary by Sections Price Analysis - The report anticipates sustained price increases in Q3 and Q4, with DDR4 leading the market due to supply-side reforms and production cuts by major manufacturers [15][19] - DRAM and NAND prices are expected to rise significantly, with PC DDR4 contract prices projected to increase by 18-23% in Q3 [24][31] Supply Side - The Chinese semiconductor storage market is projected to grow from approximately 394.3 billion yuan in 2023 to 458 billion yuan in 2025, with DRAM holding the largest market share [59][61] - Major overseas manufacturers are reducing production, benefiting domestic companies and increasing their market share [59][63] Demand Side - The report indicates that DRAM and NAND are entering a long growth cycle, with DRAM demand capacity expected to grow by 16% in 2024 and 15% in 2025 [81][83] - The demand for enterprise-level SSDs is expected to rise significantly, with AI infrastructure driving performance and capacity upgrades [4][81] Technology Trends - The report discusses advancements in 3D NAND technology and the transition to higher efficiency DRAM processes, with expectations for 300-layer NAND production by 2025 [72][73] - The integration of AI technologies is expected to enhance the performance and capacity of storage solutions, particularly in enterprise applications [4][5] Company Dynamics - Domestic storage manufacturers are accelerating their technological advancements and production capabilities, with companies like Jiangbolong and Baiwei Storage leading the charge in high-end storage solutions [5][6][63] - The report emphasizes the importance of self-developed controllers and high-end technology in building competitive advantages for domestic firms [5][6]

聚辰股份：四家员工持股平台拟询价转让1.25%股份 《科创板日报》2日讯，聚辰股份(688123.SH)公告称，公司股东宁波梅山保税港区登矽全、望矽高、建 矽展、发矽腾计划通过询价转让方式合计转让公司1.25%的股份，转让原因为自身资金需求。本次询价 转让的出让方均系公司员工持股平台。本次询价转让不通过集中竞价交易或大宗交易方式进行，受让方 需具备相应定价能力和风险承受能力。 ...

本公司董事会及全体董事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： 截至本公告披露之日，亦鼎投资持有本公司 762.09 万股股份，占公司总 股本的比例为 4.82%。 证券代码：688123 证券简称：聚辰股份 公告编号：2025-031 聚辰半导体股份有限公司 关于股东部分股份解除质押的公告 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。 | 股东名称 | 亦鼎投资 | | --- | --- | | 本次解除质押股份 | 万股 300 | | 占其所持股份比例 | 39.37% | | 占公司总股本比例 | 1.90% | | 解除质押时间 | 2025 年 6 月 13 日 | | 持股数量 | 762.09 万股 | 一、本次股份解除质押情况 | 持股比例 | 4.82% | | --- | --- | | 剩余被质押股份数量 | 万股 220 | | 剩余被质押股份数量占其所持股份比例 | 28.87% | | 剩余被质押股份数量占公司总股本比例 | 1.3 ...

聚辰半导体股份有限公司 简式权益变动报告书 上市公司名称：聚辰半导体股份有限公司 股票上市地点：上海证券交易所 股票简称：聚辰股份 股票代码：688123 信息披露义务人：宁波亦鼎创业投资合伙企业（有限合伙） 住所及通讯地址：浙江省宁波市江北区慈城镇慈湖人家 371 号 1598 室 股权变动性质：信息披露义务人持有上市公司股份减少及被动稀释或增加 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》、《中华人 民共和国证券法》、《上市公司收购管理办法（2025 年修订）》、《公开发行 证券的公司信息披露内容与格式准则第 15 号——权益变动报告书（2025 年修 订）》等有关法律法规编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法（2025 年 修订）》、《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变 动报告书（2025 年修订）》的有关规定，本报告书已全面披露信息披露义务人 在聚辰半导体股份有限公司拥有权益的股份变动情况。 ...

证券代码：688123 证券简称：聚辰股份 公告编号：2025-030 聚辰半导体股份有限公司 股东询价转让结果报告书 暨持股 5%以上股东权益变动比例触及 1%整数倍且 持有权益比例降至 5%以下的权益变动提示性公告 信息披露义务人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: 本次询价转让的价格为63.19元/股，转让的股票数量为3,800,000股。 聚辰半导体股份有限公司（以下简称"公司"）控股股东、实际控制人、 董事、监事及高级管理人员不参与本次询价转让。 本次询价转让未涉及公司控股股东、实际控制人，本次转让不会导致公司 控股股东、实际控制人发生变化。 本次询价转让完成后，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"转让方"）持有本公司 7,620,906 股股份，占公司总股本的比例 由8.09%减少至4.82%，累计权益变动比例触及 1%的整数倍且其所持有的公司权益 比例 ...

中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任宁波 亦鼎创业投资合伙企业（有限合伙）（以下简称"转让方"）以向特定机构投资者询价 转让（以下简称"询价转让"）方式减持所持有的聚辰半导体股份有限公司（以下简称 "公司"或"聚辰股份"）首次公开发行前已发行股份的组织券商。 经核查，中信证券就本次询价转让的股东、受让方是否符合《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》"）要求，本次询价转让的询价、转让过程与结果是否公 平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 一、本次询价转让概况 （一）本次询价转让转让方 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的核查报告 上海证券交易所： 截至 2025 年 5 月 26 日转让方所持公司首发前股份的数量及占公司总股本比例情 况如下： | 序号 | 股东名称 | | 截至 2025 年 | 5 月 | 26 日 | 持股比例 | | --- | --- | --- | --- | --- | --- ...

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]