分红方面，沪硅产业A股上市后累计派现1.10亿元。 机构持仓方面，截止2025年6月30日，沪硅产业十大流通股东中，华夏上证科创板50成份ETF （588000）位居第六大流通股东，持股9112.10万股，相比上期减少216.41万股。易方达上证科创板 50ETF（588080）位居第八大流通股东，持股6824.89万股，相比上期增加195.10万股。香港中央结算有 限公司位居第十大流通股东，持股4231.65万股，为新进股东。诺安成长混合A（320007）退出十大流通 股东之列。 责任编辑：小浪快报 10月28日，沪硅产业盘中上涨2.02%，截至09:44，报25.28元/股，成交2.36亿元，换手率0.35%，总市值 694.49亿元。 资金流向方面，主力资金净流出1517.70万元，特大单买入722.64万元，占比3.06%，卖出1142.49万元， 占比4.85%；大单买入5191.21万元，占比22.02%，卖出6289.06万元，占比26.67%。 沪硅产业今年以来股价涨34.33%，近5个交易日涨2.68%，近20日涨18.57%，近60日涨30.11%。 资料显示，上海硅产业集团股份有限公司位 ...

10月27日，科创芯片ETF指数（588920）开盘涨2.62%，报1.647元。科创芯片ETF指数（588920）重仓 股方面，中芯国际开盘涨2.57%，海光信息涨1.60%，寒武纪涨2.30%，澜起科技涨4.76%，中微公司涨 3.07%，沪硅产业涨1.69%，芯原股份涨1.20%，恒玄科技涨1.09%，华海清科涨1.80%，思特威涨 1.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 科创芯片ETF指数（588920）业绩比较基准为上证科创板芯片指数收益率，管理人为鹏华基金管理有限 公司，基金经理为罗英宇，成立（2025-07-16）以来回报为60.63%，近一个月回报为0.94%。 ...

本周硬科技领域投融资重要消息包括：四中全会公报发布：培育壮大新兴产业和未来产业；浙江：到 2030年智能体应用普及率超90%；证监会同意昂瑞微科创板IPO注册申请。 》》政策 科技部部长阴和俊：持续加强"十五五"人工智能顶层设计和体系化部署 聚力开发新的模型算法、高端 算力芯片 中共中央24日上午举行新闻发布会，介绍和解读党的二十届四中全会精神。科技部党组书记、部长阴和 俊在新闻发布会上表示，下一步，我们将认真贯彻落实《建议》要求，持续加强"十五五"人工智能顶层 设计和体系化部署。一是继续加强基础研究和关键核心技术攻关，聚力开发新的模型算法、高端算力芯 片，不断夯实人工智能发展的技术根基。二是深入实施"人工智能+"行动，推动人工智能与科技创新、 产业发展、消费提质、民生保障等深度融合。三是加强人工智能治理，完善相关的法律法规、政策制 度、应用规范、伦理准则，不断健全治理机制。四是推动国际交流合作，让人工智能成为造福人类的国 际公共产品，推动普惠共享。共建人工智能全球治理体系，共同应对全球性挑战。 四中全会公报发布：培育壮大新兴产业和未来产业 四中全会公报全文，全会提出，建设现代化产业体系，巩固壮大实体经济根基 ...

科创半导体ETF鹏华紧密跟踪上证科创板半导体材料设备主题指数，上证科创板半导体材料设备主题指 数选取科创板内业务涉及半导体材料和半导体设备等领域的上市公司证券作为指数样本，以反映科创板 半导体材料和设备上市公司证券的整体表现。 截至2025年10月24日 13:27，上证科创板半导体材料设备主题指数(950125)强势上涨4.57%，成分股神工 股份(688233)上涨13.82%，中巨芯(688549)上涨12.96%，拓荆科技(688072)上涨10.71%，华海诚科 (688535)，京仪装备(688652)等个股跟涨。科创半导体ETF鹏华(589020)上涨4.19%，最新价报1.17元。 数据显示，截至2025年9月30日，上证科创板半导体材料设备主题指数(950125)前十大权重股分别为中 微公司(688012)、华海清科(688120)、拓荆科技(688072)、沪硅产业(688126)、安集科技(688019)、中科 飞测(688361)、芯源微(688037)、盛美上海(688082)、华峰测控(688200)、天岳先进(688234)，前十大权 重股合计占比74.36%。 半导体板块盘中走 ...

⑤寒武纪、台积电和ASML的三季报数据显示半导体行业仍处于上行周期，AI成为行业成长的重要动 力。 相关产品，及截至发稿涨跌幅： 全市场规模最大的芯片行业ETF：芯片ETF(159995)，最新规模高达286亿元，近20日净流入28.86亿元， 覆盖芯片设计、制造、封测、设备全产业链，如中芯国际、寒武纪、长电科技、北方华创等行业龙头 股。 聚焦半导体国产替代设备+材料：科创半导体ETF(588170)，近20日合计净流入31.3亿元，成份股涵盖中 微公司（刻蚀设备）、拓荆科技（薄膜沉积设备）、华海清科（CMP设备）、沪硅产业（300mm硅 片）、天岳先进（碳化硅衬底）。 MACD金叉信号形成，这些股涨势不错！ 格隆汇10月24日｜今日A股市场半导体股全线走强，其中，普冉股份20CM涨停，神工股份涨超11%， 华虹公司涨超10%，汇顶科技10CM涨停，带动科创半导体ETF、芯片ETF分别涨3.82%和3.7%。 ①"十五五"规划将科技自立自强水平大幅提高，提出"引领发展新质生产力"，并且明确要求"抢占科技 发展制高点"。 ②科技部部长阴和俊在今日新闻会上表示，加快人工智能等数智技术创新，强化算力、算法、数据等高 ...

Group 1 - Hu Silicon Industry plans to reduce its shareholding by up to 2%, amounting to a maximum of 54.94 million shares, during the period from November 17, 2025, to February 16, 2026 [1] - Lixin Micro intends to reduce its shareholding by up to 3%, totaling a maximum of 4.01 million shares, from November 14, 2025, to February 13, 2026 [2] - Dual Good Energy signed a contract worth $119 million with Ust-Kamenogorsk CHP LLP in Kazakhstan, representing 6.50% of its audited revenue for 2024 [3] Group 2 - Dual Good Energy plans to raise up to 1.29 billion yuan through a private placement for projects including zero-carbon intelligent manufacturing [5] - Top Cloud Agriculture's shareholders plan to reduce their holdings by up to 3.3%, with specific reductions of 1% and 2.30% from different parties [7] - Hwa Woo Co. reported a 70.84% increase in net profit for the first three quarters, with revenue reaching 994 million yuan, a 16.55% increase year-on-year [8] Group 3 - Chongde Technology's net profit increased by 19.68% in the first three quarters, with revenue of 445 million yuan, a 20.25% increase [10] - New Meixing reported a 191.95% increase in net profit for the first three quarters, with revenue of 870 million yuan, a 15.88% increase [11] - Sanxia New Materials reported a net loss of 59.85 million yuan in the first three quarters, with revenue declining by 27.29% [13] Group 4 - Wanma Co. achieved a 61.57% increase in net profit for the first three quarters, with revenue of 14.11 billion yuan, an 8.36% increase [14] - Chengdu Road and Bridge announced that 7% of its shares, totaling 52.997 million shares, will be auctioned [15] - BGI Genomics plans to jointly apply for a national science project with a total budget of 120 million yuan [17] Group 5 - Qiangbang New Materials plans to reduce its shareholding by up to 1.49%, totaling a maximum of 2.376 million shares [18] - Wanyi Technology reported a net profit of 25.76 million yuan for the first three quarters, turning a profit from a loss [20] - Zhongtai Chemical reported a net loss of 179 million yuan in the first three quarters, with revenue of 21.25 billion yuan, a 5.55% decrease [21] Group 6 - Tend Technology reported a 9.8% increase in net profit for the first three quarters, with revenue of 1.54 billion yuan, a 15.07% increase [22] - Potential Hengxin reported a net loss of 18.19 million yuan in the first three quarters, with revenue of 427 million yuan, an 18.26% increase [27] - Lichen Industrial reported a 90.85% increase in net profit for the third quarter, with revenue of 3.48 billion yuan, a 35.09% increase [29] Group 7 - Saiseng Pharmaceutical reported a 152.81% increase in net profit for the first three quarters, with revenue of 309 million yuan, a 4.41% decrease [31]

每经记者｜陈晴 每经编辑｜段炼 陈旭 并购重组 扬杰科技：终止收购贝特电子100%股权 沪硅产业：国家集成电路产业投资基金股份有限公司拟减持不超过2%股份 沪硅产业公告，股东国家集成电路产业投资基金股份有限公司因自身经营管理需要，计划减持不超过5494.35万股，减持比例不超过2%。 业绩披露 扬杰科技公告称，公司收到贝特电子实际控制人、主要股东签署的《关于终止转让本人持有的东莞市贝特电子科技股份有限公司股份的通知书》，决定终 止向公司转让其持有的贝特电子全部股份。公司同意上述股东终止转让股份，并决定终止收购贝特电子100%股份的全部交易。公司尚未支付股权转让 款，股份尚未交割，不会导致公司产生任何经济损失。 增减持 云路股份：股东郭克云拟减持不超3%公司股份 云路股份公告，股东、董事郭克云拟减持不超过360万股，占公司总股本3%。 国新能源：宏展房产拟减持不超2.07%股份 国新能源公告，股东宏展房产拟通过上海证券交易所交易系统减持公司股份不超过4000万股，减持比例不超过2.07%。 力量钻石：股东李爱真拟减持不超过3.00%公司股份 力量钻石公告，持股3600万股（占14.15%）的控股股东、实际控制人 ...

Key Points - Hang Seng Electronics has sold a total of 8.109954 million shares of Ying Shisheng A-shares [1][2] - Chuanfa Longmang's subsidiary plans to invest in a 100,000 tons/year lithium dihydrogen phosphate project [1] - Shenghui Integration's subsidiary in Vietnam has won a public system engineering project worth approximately 278 million yuan [1][2] - Jinlong Automobile intends to transfer 63.0757% of its equity in Suzhou Jinlong to the company [1][2] - Hunan Haili has completed the repurchase of 2.9996% of its shares [2] - Shengtun Mining has completed the repurchase of 1.8968% of its A-shares [1][2] - Yiwei Lithium Energy reported a net profit of 1.211 billion yuan for the third quarter, a year-on-year increase of 15.13% [1] - Lixin Micro's controlling shareholder Yijing Investment plans to reduce its stake by no more than 3.00% [1][2] - Shuangliang Energy plans to raise no more than 1.292 billion yuan through a private placement [1][2] - Kebo Da intends to issue convertible bonds to raise no more than 1.491 billion yuan [1][2]

| | | 10月24日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 沪硅产业 | 大基金拟减持不超2%公司股份 | | | 力芯微 | 控股股东亿晶投资拟减持不超3.00%股份 | | | 云路股份 | 郭克云拟减持不超3%股份 | | | 力量钻石 | 股东李爱真拟减持不超3%股份 | | | 国新能源 | 宏展房产拟减持不超2.07%股份 | | | 乐山电力 | 渤海信息产业基金合计减持0.8590%股份 | | 股东减持 | 宁波韵升 | 朱世东拟合计减持不超过11.18万股的股份 | | | 科威尔 | 合涂投资、京坤投资合计减持62.03万股股份 | | | 万华化学 | 合成国际减持合计1646.96万股股份 | | | 威尔药业 | 舜泰宗华已减持1%公司股份 | | | 复洁环保 | 隽洁投资减持合计281.33万股公司股份 | | | 华夏幸福 | 平安人寿及其一致行动人累计减持0.20%股份 | | | 星湖科技 | 股东铁小荣合计减持1912万股公司股份 | | 其他 | 甲投能源 | 独立董事韩放无法取得联系 | | | ...

Group 1: Acquisition Termination - Yangjie Technology announced the termination of the acquisition of 100% equity in Better Electronics, as the actual controller and major shareholder decided to withdraw from the transfer [1] Group 2: Shareholding Changes - Yunlu Co., Ltd. announced that shareholder and director Guo Keyun plans to reduce his stake by up to 3%, equivalent to no more than 3.6 million shares [2] - Guo Zhan Real Estate, a shareholder of Guo New Energy, intends to reduce its holdings by no more than 2.07%, which amounts to up to 40 million shares [3] - Li Aizhen, a significant shareholder of Power Diamond, plans to reduce his stake by up to 3%, which is approximately 763.35 thousand shares [4] - The National Integrated Circuit Industry Investment Fund plans to reduce its holdings in Hu Silicon Industry by no more than 2%, translating to up to 54.94 million shares [5] Group 3: Earnings Reports - Hemei Group reported a net profit of 61.75 million yuan for the third quarter, marking a year-on-year increase of 706.30%, with a revenue of 139 million yuan, up 53.35% [6] - Zhongtai Automobile reported a net loss of 223 million yuan for the first three quarters, with a revenue of 419 million yuan, reflecting a year-on-year growth of 8.98% [7] - Shengyi Electronics expects a net profit increase of 476% to 519% for the first three quarters, estimating a profit between 1.074 billion yuan and 1.154 billion yuan [8]