智通财经APP获悉，7月7日共有30家上市公司的限售股解禁，解禁总市值约156.57亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 厦门信达 | 000701 | 股权激励限售流通 | 453.78万 | | 钱江摩托 | 000913 | 股权激励限售流通 | 11.75万 | | 神火股份 | 000933 | 股权激励限售流通 | 519.92万 | | 厦门象屿 | 600057 | 股权激励限售流通 | 2833.65万 | | 内蒙一机 | 600967 | 股权激励限售流通 | 20.63万 | | 博威合金 | 601137 | 股权激励限售流通 | 72万 | | 科博达 | 603786 | 股权激励限售流通 | 154.24万 | | 建科股份 | 301115 | 股权激励限售流通 | 9万 | | 金河生物 | 002688 | 股权激励限售流通 | 641.1万 | | 天铁股份 | 300587 | 股权激励限售流通 | 210.44万 | | 盛帮股份 | 301233 ...

Group 1 - The core index, the China Securities Strategic Emerging Industries Index, experienced a decline of 0.3%, closing at 1429.57 points with a trading volume of 21.067 billion yuan [1] - Over the past month, the index has increased by 4.72%, by 2.27% over the last three months, and by 2.28% year-to-date [1] - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with significant growth potential in the strategic emerging industries [1] Group 2 - The top ten weighted stocks in the index include BOE Technology Group (9.83%), Northern Rare Earth (9.42%), and Shengyi Technology (5.74%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (57.42%), followed by the Shenzhen Stock Exchange (42.40%) and the Beijing Stock Exchange (0.18%) [1] Group 3 - The industry composition of the index shows that Information Technology accounts for 40.85%, Industrial for 32.00%, and Materials for 19.19% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers or acquisitions [2]

Core Points - The CSWD M&A Index increased by 0.21% to 1737.31 points with a trading volume of 30.173 billion yuan on July 3 [1] - Over the past month, the CSWD M&A Index has risen by 2.21%, while it has increased by 0.84% over the last three months, and has decreased by 0.08% year-to-date [1] Index Composition - The CSWD M&A Index is composed of the top 100 securities based on the total value of assets involved in M&A or restructuring processes [1] - The top ten weighted securities in the index are: Luxshare Precision (5.59%), Top Group (5.53%), China Shipbuilding (5.14%), OFILM (4.64%), China Communications Construction (4.43%), Shanghai Silicon Industry (4.27%), BGI Genomics (3.53%), State Power Investment Corporation (3.16%), New Hope Liuhe (2.6%), and Hailanxin (1.88%) [1] Market Distribution - The market distribution of the CSWD M&A Index shows that the Shenzhen Stock Exchange accounts for 51.33%, the Shanghai Stock Exchange for 48.38%, and the Beijing Stock Exchange for 0.30% [1] Industry Breakdown - The industry composition of the index includes: Information Technology (27.44%), Industrials (23.69%), Materials (12.43%), Consumer Discretionary (11.53%), Communication Services (7.09%), Financials (6.45%), Utilities (5.30%), Health Care (2.93%), Real Estate (2.18%), and Consumer Staples (0.95%) [2] Sample Adjustment - The index samples are adjusted quarterly, with adjustments occurring on the first trading day of March, June, September, and December [2] - New samples ranked within the top 80 are prioritized for inclusion, while existing samples ranked within the top 120 are preferred for retention [2]

Core Viewpoint - The A-share market is experiencing a rebound, particularly in the semiconductor sector, with significant capital inflow into the Sci-Tech Chip 50 ETF, indicating a bullish sentiment among investors [1][5]. Group 1: Market Performance - The Sci-Tech Chip 50 ETF (588750) has seen a capital inflow exceeding 64 million yuan over the past two days, despite a slight decline of 0.1% [1]. - The performance of constituent stocks within the ETF is mixed, with notable movements including a 2.32% increase in Lanke Technology and a 4.63% decrease in Chip Origin Technology [6]. Group 2: EDA Market Developments - Major EDA software companies, including Synopsys, Cadence, and Siemens, have resumed services to China, which is crucial for the semiconductor design process [3]. - The global EDA market is dominated by these three companies, holding a combined market share of over 70% [3]. Group 3: Domestic EDA Industry Growth - The domestic EDA industry is expected to accelerate its development, with companies like Huada Jiutian and Gai Lun Electronics making significant advancements [4]. - The Chinese EDA market is projected to reach 4.22 billion yuan by 2028, with a compound annual growth rate of 21.2% from 2024 to 2028 [4]. Group 4: Semiconductor Industry Outlook - The semiconductor sector is entering an upward cycle, with a projected global sales growth rate of 17% in 2024 [5]. - The net profit of the semiconductor sector is expected to increase by 15.1% year-on-year in Q1 2025, with the Sci-Tech Chip 50 ETF's constituent companies projected to see a net profit growth of 70% in Q1 2025 [5]. Group 5: AI and Semiconductor Demand - The rapid growth of AI is anticipated to create a second growth curve for the semiconductor industry, with major internet companies increasing their capital expenditures on AI-related chips [7]. - The global AI chip market is expected to grow significantly, reaching over $400 billion by 2027 [7]. Group 6: Domestic Equipment Replacement - The trend of domestic equipment replacement in the semiconductor industry is gaining momentum, with local equipment manufacturers increasing their market share from 7% in 2020 to an estimated 19% in 2024 [4]. - The average validation cycle for domestic semiconductor equipment is expected to decrease from 24 months to 14 months by 2024 [4].

国浩律师（上海）事务所 股东大会法律意见书 国浩律师（上海）事务所 关于上海硅产业集团股份有限公司 2024 年年度股东大会法律意见书 致：上海硅产业集团股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受上海硅产业集团股份有限 公司（以下简称"公司"）委托，指派廖筱云律师、王健弛律师（以下简称"本所 律师"）出席公司 2024 年年度股东大会（以下简称"本次股东大会"）。本所律师根 据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》等 法律、法规、部门规章和规范性文件以及《上海硅产业集团股份有限公司章程》（以 下简称"《公司章程》"）的规定，就本次股东大会的召集和召开程序、出席会议人 员资格、召集人资格、股东大会表决程序和表决结果的合法性等有关法律问题出具 法律意见书。 为出具本法律意见书，本所律师对公司本次股东大会所涉及的有关事项进行 了审查，查阅了本所律师认为出具本法律意见书所必须查阅的文件，并对有关问题 进行了必要的核查和验证。 本法律意见书仅供本次股东大会见证之目的使用，不得用作其他任何目的。 本所律师同意将本法律意见书随公司本次股东大会决议一起公告，并依法对 本法律意 ...

证券代码：688126 证券简称：沪硅产业 公告编号：2025-043 上海硅产业集团股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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。 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 356 | | --- | --- | | 普通股股东人数 | 356 | | 2、出席会议的股东所持有的表决权数量 | 1,335,352,704 | | 普通股股东所持有表决权数量 | 1,335,352,704 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 48.6081 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 48.6081 | （四） 表决方式是否符合《公司法》及公司章程的规定，大会主持情况等。 重要内容提示： （一） 股东大会召开的时间：2025 年 6 月 30 日 （二） ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.28% and a transaction volume of 1.171 billion yuan [3] - Over the past week, the ETF's scale increased by 1.071 billion yuan, ranking first among comparable funds [3] - The ETF's share increased by 177 million shares in the past week, also ranking first among comparable funds [3] - In the last five trading days, the ETF saw net inflows on four days, totaling 309 million yuan [3] - The ETF's net value has risen by 63.15% over the past year, ranking first among comparable funds [3] - The ETF has achieved a maximum single-month return of 25.18% since its inception, with an average monthly return of 8.58% [3] Group 2: Semiconductor Market Trends - The global semiconductor market is expected to grow by 22.7% year-on-year by April 2025, reaching a market size of 700.874 billion dollars [4] - The growth is primarily driven by logic chips and memory chips, with AI applications accelerating penetration [4] - The industry is experiencing a wave of mergers and acquisitions across various sectors, including materials, equipment, and packaging [4] - The evolution of global trade dynamics has made semiconductor self-sufficiency a key strategic focus for China's industrial development [4] - The semiconductor industry is entering a new upward cycle, supported by government policies and the AI innovation cycle [4] Group 3: Top Holdings in Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index include SMIC, Haiguang Information, and Cambricon, collectively accounting for 57.93% of the index [4] - The individual weightings of the top stocks are as follows: SMIC (10.08%), Haiguang Information (9.35%), and Cambricon (8.61%) [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

Core Viewpoint - Shanghai Silicon Industry Group Co., Ltd. is set to list 11,360,258 shares from its stock option incentive plan on July 7, 2025, following the expiration of the lock-up period for these shares [1][2][3]. Group 1: Stock Listing Details - The shares being listed are part of the stock option incentive plan, specifically the first exercise of the second exercise period [2]. - The total number of shares after this listing will increase the company's total share capital to 2,747,177,186 shares [2][3]. - The lock-up period for these shares is three years from the date of exercise, meaning they cannot be sold until it expires [3]. Group 2: Shareholder Information - The total number of shareholders involved in this stock option exercise is 164, representing 0.41% of the company's total share capital as of the announcement date [2]. - The detailed listing of shares includes a total of 11,360,258 shares, which will be available for trading on the specified date [3].

重要内容提示： 证券代码：688126 证券简称：沪硅产业 公告编号：2025-042 上海硅产业集团股份有限公司 关于首次公开发行前股票期权行权限售股上市流通的公告 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。 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 11,360,258股。 本次股票上市流通总数为11,360,258股。 本次股票上市流通日期为2025 年 7 月 7 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会出具的《关于同意上海硅产业集团股份有限公 司首次公开发行股票注册的批复》（证监许可〔2020〕430 号），上海硅产业集团 股份有限公司（以下简称"公司"）获准向社会公开发行人民币普通股 620,068,200 股，并于 2020 年 4 月 20 日在上海证券交易所科创板挂牌上市。首次公开发行完 成后，公司总股本为 2,480,260,000 股。 据中国证券监督管理委员会于出具的《关于同意上海硅产业集团股份有限公 司向特定对象发行股票注册的批复》（证监许可〔202 ...

中国国际金融股份有限公司 关于 上海硅产业集团股份有限公司 发行股份及支付现金购买资产 并募集配套资金暨关联交易 之 独立财务顾问报告 独立财务顾问 二〇二五年六月 独立财务顾问声明和承诺 一、独立财务顾问声明 （一）本独立财务顾问报告所依据的文件和材料由相关各方提供，相关各方对所 提供文件及资料的真实性、准确性和完整性负责，并保证该等信息不存在虚假记载、 误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的任何风险责任； （二）本独立财务顾问报告是在假设本次交易各方当事人均全面和及时履行本次 交易相关协议和声明或承诺的基础上出具；若上述假设不成立，本独立财务顾问不承 担由此引起的任何风险责任； （三）对于对本独立财务顾问报告至关重要而又无法得到独立证据支持或需要法 律、审计、评估等专业知识来识别的事实，本独立财务顾问主要依据有关政府部门、 律师事务所、会计师事务所、资产评估机构及其他有关单位出具的意见、说明及其他 文件作出判断； （四）如本独立财务顾问报告中结论性意见利用其他证券服务机构专业意见的， 独立财务顾问已进行了必要的审慎核查。除上述核查责任之外，独立财务顾问并不对 其他中介机构的工作过程与工作结 ...