Core Viewpoint - The company, Hu Silicon Industry, announced that its executives have collectively increased their shareholding, indicating confidence in the company's future performance [2] Group 1: Shareholding Increase - As of January 20, 2026, key executives including the president and vice presidents have cumulatively purchased 291,695 shares of the company [2] - The total amount spent on this share purchase was approximately RMB 6,022,778.18, surpassing the lower limit of the planned increase [2] - The share buyback plan has been successfully completed [2]

Core Viewpoint - On January 20, no A-share listed companies disclosed any increase in shareholding, while 14 companies announced share reductions [1][3]. Summary by Category Share Reduction Details - Beijing Medical intends to reduce its stake by no more than 3% [2][4] - Xinquan shares completed the reduction plan by its investors [2][4] - Blue Universe shareholders plan to collectively reduce their holdings by no more than 3.02% [2][4] - Hongdou shares' shareholder Zhou Haijiang plans to reduce his stake by no more than 0.08% [2][4] - Beijiete's actual controller Zhang Jianfei intends to reduce his stake by no more than 3% [2][4] - Tiancheng Technology shareholders plan to reduce their holdings by no more than 1.6803% [2][4] - Hu Silicon Industry's second-largest shareholder, the Big Fund, reduced its stake by 2% from January 7 to January 19 [2][4] - Hesheng Silicon Industry's controlling shareholder plans to reduce its stake by no more than 3% [2][4] - Aolian Electronics' shareholder Liu Junsheng intends to reduce his stake by no more than 3% [2][4] - Bluefeng Biochemical's shareholder Hainan Wenqin plans to reduce his stake by no more than 3% [2][4] - Zhixin Precision's shareholder Zhou Xin plans to reduce his stake by no more than 3% [2][4] - Nanwei Software's shareholder Qizhong Shiyuan intends to reduce his stake by no more than 1% [2][4] - Desheng Technology's controlling shareholder Hao Xiaobin plans to reduce his stake by no more than 1% [2][4] - Zimi shares' Long'an Trust plans to reduce its holdings by 14.3 million shares [2][4]

Core Viewpoint - The company, Hu Silicon Industry (688126.SH), announced a share buyback plan by its executives, indicating confidence in the company's future performance and potential investment opportunities [1] Group 1: Share Buyback Plan - The company's executives, including the president and other senior management, plan to increase their shareholding using personal or raised funds starting from January 21, 2025, for a period of 12 months [1] - As of January 20, 2026, the executives have cumulatively purchased 291,695 shares through the Shanghai Stock Exchange, with a total investment amounting to RMB 6.0228 million, exceeding the lower limit of the buyback plan [1]

Group 1 - The core point of the article is that the company, Hu Silicon Industry (688126.SH), has completed a share reduction plan executed by its shareholder, the National Integrated Circuit Industry Investment Fund Co., Ltd. [1] - As of January 19, 2026, the investment fund has reduced its holdings by 54.9435 million shares through block trading [1]

证券代码：688126 证券简称：沪硅产业 公告编号：2026-005 上海硅产业集团股份有限公司 股东减持股份结果公告 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： 大股东持有的基本情况 本次减持计划实施前，国家集成电路产业投资基金股份有限公司（以下简称 "产业投资基金"）持有上海硅产业集团股份有限公司（以下简称"公司"） 567,000,000 股，占公司股份总数 20.64%（按减持计划披露时公司总股本 2,747,177,186 股计算）。上述股份均来源于公司首次公开发行前取得的股份，已 全部解除限售并上市流通。 减持计划的实施结果情况 公司于 2025 年 10 月 24 日在上海证券交易所网站（www.sse.com.cn）披露 《上海硅产业集团股份有限公司股东减持股份计划公告》（公告编号：2025-068）， 产业投资基金基于自身经营管理需要，计划自公告披露之日起 15 个交易日后的 3 个月内，通过大宗交易方式减持不超过 54,943,543 股公司股份，即不超过公司 总股本的 ...

上海硅产业集团股份有限公司 关于董事、高级管理人员增持公司股份结果的公告 证券代码：688126 证券简称：沪硅产业 公告编号：2026-006 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、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况 基于对公司未来持续稳定发展的信心以及对公司股票长期投资价值的认可， 上海硅产业集团股份有限公司（以下简称"公司"）董事/总裁邱慈云先生、董事 /常务副总裁李炜先生、执行副总裁陈泰祥先生、财务副总裁/财务负责人黄燕女 士和董事会秘书方娜女士计划自 2025 年 1 月 21 日起 12 个月内，使用其自有资 金或自筹资金，通过上海证券交易所交易系统允许的方式（包括但不限于集中竞 价和大宗交易等）增持公司股份，本次合计拟增持金额不低于人民币 600 万元且 不超过人民币 1,200 万元。本次增持计划的具体内容详见公司 2025 年 1 月 21 日 披露于上海证券交易所网站（www.sse.com.cn）及指定信息披露媒体上的《上海 硅产业集团股份有限公司关于董事、高级管理人员增持公司股份计划 ...

Core Viewpoint - The company, Hu Silicon Industry, announced a reduction in shareholding by the National Integrated Circuit Industry Investment Fund, which has decreased its stake from 20.64% to 15.49% through a block trade [2] Group 1: Shareholding Changes - The National Integrated Circuit Industry Investment Fund originally held 567 million shares, representing 20.64% of the company [2] - From January 7 to January 19, 2026, the fund reduced its holdings by 54.9435 million shares, at a price range of 22.55 to 23.54 yuan per share [2] - The total amount from the reduction was 1.259 billion yuan, accounting for a 2% decrease in shareholding [2]

Core Viewpoint - The announcement indicates that the National Integrated Circuit Industry Investment Fund has reduced its stake in the company through a block trade, aligning with its operational management needs [1] Group 1: Share Reduction Details - The fund sold 54,943,543 shares, representing 2.00% of the company's total share capital [1] - The reduction occurred between January 7 and January 19, 2026, with a selling price range of 22.55 to 23.54 yuan per share, totaling 1.259 billion yuan [1] - Following the sale, the fund's ownership decreased from 20.64% to 15.49% of the total shares outstanding [1] Group 2: Compliance and Consistency - The actual reduction aligns with the previously disclosed reduction plan and does not violate any commitments or regulations [1]

Core Viewpoint - The company, Hu Silicon Industry, has successfully completed its share buyback plan, demonstrating confidence in its future growth and long-term investment value [1] Group 1: Share Buyback Details - As of January 20, 2026, key executives of the company, including the president and vice presidents, have collectively increased their holdings by 291,700 shares, amounting to a total investment of 6.0228 million yuan [1] - The buyback exceeded the lower limit of the planned amount, indicating strong commitment from the management [1] - Individual contributions include: - President Qiu Ciyun: 134,200 shares (0.0041% of total shares) - Vice President Li Wei: 76,500 shares (0.0023% of total shares) - Executive Vice President Chen Taixiang: 40,000 shares (0.0012% of total shares) - Financial Vice President Huang Yan: 19,500 shares (0.0006% of total shares) - Secretary of the Board Fang Na: 21,500 shares (0.0007% of total shares) [1] Group 2: Rationale and Impact - The buyback was funded through personal or self-raised funds, reflecting the executives' confidence in the company's stable development [1] - The share buyback will not affect the company's governance structure or ongoing operations [1]

Core Insights - The global semiconductor materials market is experiencing a strong recovery, with a market size of $66.7 billion in 2023 and expected to exceed $73 billion by 2025, driven by demand from AI and wafer fab expansions [1] - China is becoming a key growth engine in the semiconductor materials market, with a sales figure of $13.1 billion in 2023, marking a year-on-year growth of 3.8% and increasing its global market share to 20% [1] Market Structure - Semiconductor materials are divided into wafer manufacturing materials and packaging materials, with wafer manufacturing materials dominating the market at 62.2% share ($41.5 billion) in 2023 [2] - Silicon wafers hold the largest share in wafer manufacturing materials at 33%, followed by electronic specialty gases (14%) and photomasks (13%) [2] - The market is highly concentrated, with major players in silicon wafers and photolithography materials predominantly from Japan and the U.S. [2] Core Material Breakthroughs - Domestic companies are making significant progress in wafer manufacturing materials, with local firms achieving breakthroughs in 12-inch silicon wafers and photolithography materials [3][4] - The domestic market for electronic specialty gases is also advancing, with companies like Huate Gas entering the TSMC supply chain [4] Packaging Materials - The global packaging materials market saw a decline of 10.1% to $25.2 billion in 2023, but advanced packaging is driving growth, with a projected increase of 19.62% [5] - Domestic companies are rapidly iterating technology in advanced packaging materials, with significant market shares in lead frames and packaging substrates [5] Import Dependency and Policy Support - China still faces significant import dependency in key categories like photolithography materials and electronic specialty gases, with over 90% reliance on imports for high-end materials below 14nm [6][8] - The government is focusing on critical areas through initiatives like the National Big Fund, aiming for 70% self-sufficiency in core materials by 2030 [6][8] Challenges and Future Outlook - Despite notable advancements, the industry faces challenges such as reliance on foreign technology for EUV-grade silicon wafers and high-end photolithography materials [7] - The advanced packaging materials market is expected to reach $39.3 billion by 2025, indicating a significant growth opportunity for domestic companies [7]